City Council and Concurrent Authorities
June 4, 2024

COOPERATIVE/PIGGYBACK PURCHASE AGREEMENT
AGREEMENT SUMMARY:

1. Cooperative/Piggyback
Name:

Sourcewell Contract 092920

2. Contractor: EJ Ward

3. Cooperative Agency
Agreement Name and
Agreement Number:

Fuel Management, EV, and GPS Solutions
Number 092920-EJW

4. Cooperative Agency Initial
Agreement Term:

Start Date: 12/02/2020
End Date: 12/7/2024

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

May be extended for one additional one-year period
(12/7/2025)

6. Cooperative Agency
Amended Term:

No amendments

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

8. City of Stockton
Cooperative Purchase
Agreement Term:

Start Date: May 2024
End Date: December 7, 2024

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

Not to Exceed $5 22,809.91 for the term of
the Agreement.

ATTACHMENT A

AGREEMENT
The City of S
tockton, 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 Fuel Management, EV, and GPS Solutions, Contract 092920-EJW (“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”).

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. Agreemen
t Term: The Term of this Agreement shall remain in effect from date of the signing of this Agreement through December 07, 2024, 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 limi tation c
osts 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 wil
lful 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 Agreeme
nt.

3. Compensation: City and Contractor do hereby enter into this Agreement for Fuel Maintenance p arts & suppliers available in the above -named COOP and associated documents incorporated herein as Exhibit A and ref erenced in the attached quote Exhibit C. In no way, shall payment to the Contractor during the term of this Agreement exceed $522,809.91 for the purchas
e of fuel terminals and associated software and
hardware
. Any person signing this Agreement on behalf of City or Contractor does warrants that he or she has full authority to do so.

4. G
overning Law. California l aw shall go vern any legal ac tion pursuant to this

ATTACHMENT A
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 l
aws. 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 Agree
ment may be amended only by a written amendment , consistent with the COOP, signed by Contractor and City.

CITY OF STOCKTON EJ WARD
By: _________________ _________
Harry Black, City Manager Signature
Date:_________
___________
____________________________
Print nam e
ATTEST: Title: ________________________
_________________________
___ [If Contractor is a c orporation, signatures must
Eliza
R. Garza CMC, City Clerk comply with Corporations Code §313]

APPROVED A
S TO FORM:

By: __________________________
___________________________ Signature
Lori Asuncion, City Attorney
__________________________
Print name
Title:
_______________________

ATTACHMENT A
E

XHIBIT A

ATTACHMENT A
092920-EJW
Rev. 2/2020 1
Solicitation Number: 092920

CONTRACT
This Cont
ract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and E.J. Ward, Inc., 8620 N. New Braunfels, San Antonio, TX 78217 (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.

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 December 7, 2024, unless it is cancelled sooner pursuant to Article 24. 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 16 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.

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 









 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 2

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











 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 3

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 restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.











 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 4

A fully executed Sourcewell Price and Product Request Form will be 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 members 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.

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.











 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 5

B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order 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. PERFORMANCE BOND. If requested by a Participating Entity, Vendor will provide a performance bond that meets the requirements set forth in the Participating Entity’s order.

D. 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.

E. 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.

F. 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.











 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 6

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 a check payable 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 Sourcewell-assigned contract number in the memo and must be mailed to the address above “Attn: Accounts Receivable.” Payments must be received no later than 45 calendar days after the end of each calendar quarter.











 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 7

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. ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE

A. 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.

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

C. 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.

D. 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.

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

11. 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 









 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 8

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. AUDITS

Sourcewell reserves the right to review the books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract for a minimum of 6 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.

13. 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.

14. INDEMNIFICATION

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.

15. 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 









 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 9

promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article.

Each party will be responsible for any breach of this Article by any of their respective sublicensees.

3. Use; Quality Control.
a. 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. 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.

16. 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.











 
 





ATTACHMENT A
092920-EJW
Rev. 2/2020 10

17. FORCE MAJEURE
Neither part
y 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.

18. 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.

19. 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:










 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 11

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.

20. 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











 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 12

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

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

6. 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. All policies must include there will be no cancellation, suspension, non-renewal, or reduction of coverage without 30 days’ prior written notice to the Vendor.

Upon request, Vendor must provide to Sourcewell copies of applicable policies and endorsements, within 10 days of a request. 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.











 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 13

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 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. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies).

F. SELF-INSURED RETENTIONS. Any self-insured retention in excess of $10,000 is subject to Sourcewell’s approval.

21. 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.

22. 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 









 
 





ATTACHMENT A
092920-EJW

Rev. 2/2020 14

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.

23. 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 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 









 
 





ATTACHMENT A
092920-EJW
Rev. 2/2020 15
Financed in Wh
ole 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 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.










 
 





ATTACHMENT A
092920-EJW
Rev. 2/2020 16
F. DEBAR
MENT 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 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 









 
 





ATTACHMENT A
092920-EJW
Rev. 2/2020 17
also inc
ludes 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.

24. 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 E.J. Ward, Inc.

By: __________________________ By: __________________________ Jeremy Schwartz Markay Ward
Title: Director of Operations &
Procurement/CPO
Title: President
Date: ________________________
Date: ________________________
Approved:

By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________










 
 























ATTACHMENT A
5)3

$ERYHJURXQG)XHODQG)OXLG6WRUDJHZLWK5HODWHG
+DUGZDUH6RIWZDUHDQG6HUYLFHV

9HQGRU'HWDLOV
&RPSDQ\1DPH
(-:DUG
'RHV\RXUFRPSDQ\FRQGXFW
EXVLQHVVXQGHUDQ\RWKHUQDPH",I
\HVSOHDVHVWDWH

1R
$GGUHVV

11HZ%UDXQIHOV
6DQ$QWRQLR7H[DV
&RQWDFW
0LNH:DGH
(PDLO
PZDGH#HMZDUGFRP
3KRQH


+67

6XEPLVVLRQ'HWDLOV
&UHDWHG2Q
7XHVGD\6HSWHPEHU




6XEPLWWHG2Q
7XHVGD\6HSWHPEHU




6XEPLWWHG%\
0LNH:DGH
(PDLO
PZDGH#HMZDUGFRP
7UDQVDFWLRQ

HDDIGDIHDEG
6XEPLWWHU
V,3$GGUHVV

Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
6SHFLILFDWLRQV
7DEOH
3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV
*HQHUDO,QVWUXFWLRQV 
DSSOLHVWRDOO7DEOHV
6RXUFHZHOOSUHIHUVDEULHIEXWWKRURXJKUHVSRQVHWRHDFKTXHVWLRQ3OHDVHGRQRWPHUHO\ DWWDFKDGGLWLRQDOGRFXPHQWVWR\RXUUHVSRQVHZLWKRXWDOVRSURYLGLQJDVXEVWDQWLYHUHVSRQVH'RQRWOHDYHDQVZHUVEODQN PDUN³1$´LI
WKHTXHVWLRQGRHVQRWDSSO\WR\RX
SUHIHUDEO\ZLWKDQH[SODQDWLRQ


/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 3URSRVHUௐ/HJDOௐ1DPHௐ
DQGௐ
DSSOLFDEOHௐGEDௐLIௐDQ\

(-ௐ:DUGௐ,QF 
 3URSRVHUௐ$GGUHVV
ௐ1ௐ1HZௐ%UDXQIHOV
6DQௐ$QWRQLRௐ7H[DVௐ 
 3URSRVHUௐZHEVLWHௐDGGUHVV
ZZZHMZDUGFRP 
 3URSRVHU
Vௐ$XWKRUL]HGௐ
5HSUHVHQWDWLYHௐ
QDPHௐWLWOHௐ
DGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH
ௐ

7KHௐUHSUHVHQWDWLYHௐPXVWௐKDYHௐ
DXWKRULW\ௐWRௐVLJQௐWKHௐ³3URSRVHU¶Vௐ
$VVXUDQFHௐRIௐ&RPSOLDQFH´ௐRQௐ
EHKDOIௐRIௐWKHௐ3URSRVHUௐDQGௐLQௐWKHௐ
HYHQWௐRIௐDZDUGௐZLOOௐEHௐH[SHFWHGௐௐ
WRௐH[HFXWHௐWKHௐUHVXOWLQJௐFRQWUDFW

0DUND\ௐ:DUGௐ3UHVLGHQW
ௐ1ௐ1HZௐ%UDXQIHOV
6DQௐ$QWRQLRௐ7H[DVௐ
PZDUG#HMZDUGFRP
 
 3URSRVHU
VௐSULPDU\ௐFRQWDFWௐIRUௐWKLVௐ
SURSRVDOௐ
QDPHௐWLWOHௐDGGUHVVௐ
HPDLOௐDGGUHVVௐ ௐSKRQH

0LNHௐ:DGH
'LUHFWRUௐRIௐ6DOHVௐDQGௐ0DUNHWLQJ
ௐ1ௐ1HZௐ%UDXQIHOV
6DQௐ$QWRQLRௐ7H[DVௐ
PZDGH#HMZDUGFRP


 3URSRVHU
VௐRWKHUௐFRQWDFWVௐIRUௐWKLVௐ
SURSRVDOௐLIௐDQ\ௐ
QDPHௐWLWOHௐ
DGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH

5REHUWௐ.HWW\OH
&KLHIௐ2SHUDWLQJௐ2IILFHUௐௐ
ௐ[ௐ
UNHWW\OH#HMZDUGFRP
7DEOH
&RPSDQ\,QIRUPDWLRQDQG)LQDQFLDO6WUHQJWK
/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
 3URYLGHௐDௐEULHIௐKLVWRU\ௐRIௐ\RXUௐFRPSDQ\ௐ
LQFOXGLQJௐ\RXUௐFRPSDQ\¶VௐFRUHௐYDOXHVௐ
EXVLQHVVௐSKLORVRSK\ௐDQGௐLQGXVWU\ௐORQJHYLW\ௐ
UHODWHGௐWRௐWKHௐUHTXHVWHGௐHTXLSPHQWௐSURGXFWVௐ
RUௐVHUYLFHV
6LQFHௐ(-ௐ:DUGௐ,QFௐ
:DUG
ௐLQVWDOOHGௐWKHௐLQGXVWU\¶VௐILUVWௐIXHOௐPDQDJHPHQWௐV\VWHPௐIRUௐ WKHௐ&LW\ௐRIௐ6DQௐ$QWRQLRௐLQௐ
ௐ:DUGௐFRQWLQXHVௐWRௐEHௐWKHௐOHDGHUௐLQௐIXHOௐ
PDQDJHPHQWௐWHFKQRORJ\ௐௐ)RUௐRYHUௐௐ\HDUVௐ:DUGௐKDVௐEHHQௐWKHௐOHDGHUௐLQௐDXWRPDWHGௐ IXHOௐPDQDJHPHQWௐV\VWHPௐWHFKQRORJ\ௐWKURXJKௐRXWௐWKHௐHQWLUHௐ8QLWHGௐ6WDWHVௐௐ:DUG¶Vௐ VXFFHVVௐXVHVௐLWVௐLQGXVWU\ௐOHDGLQJௐSURGXFWௐH[SHULHQFHௐWRௐGHOLYHUௐWKHௐPRVWௐDGYDQFHGௐ IXHOௐPDQDJHPHQWௐV\VWHPௐZLWKௐWKHௐJUHDWHVWௐOHYHOௐRIௐJRYHUQPHQWௐFOLHQWௐVDWLVIDFWLRQௐௐ :DUG
VௐRQJRLQJௐEXVLQHVVௐSKLORVRSK\ௐLVௐWRௐFRQWLQXHௐWRௐEXLOGௐRQௐRXUௐVXFFHVVௐOHDUQHGௐ IURPௐ:DUG
VௐFXUUHQWௐ6RXUFHZHOOௐFRQWUDFWௐVXFFHVVௐLQௐXWLOL]LQJௐWKHௐ:DUGௐ6RXUFHZHOOௐ $ERYHJURXQGௐ)XHOௐDQGௐ)OXLGௐ6WRUDJHௐZLWKௐ5HODWHGௐ+DUGZDUHௐ6RIWZDUHௐDQGௐ6HUYLFHVௐ &RQWDFWௐWRௐFRQWLQXHௐWRௐH[SDQGௐLWVௐPDUNHWௐVKDUHௐWKURXJKRXWௐWKHௐ8QLWHGௐDQGௐ&DQDGD %HORZௐLVௐDௐEULHIௐKLVWRU\ௐRIௐ:DUG
Vௐ+LJKOLJKWV



ௐ&LW\ௐRIௐ6DQௐ$QWRQLRௐUHTXHVWVௐ:DUGௐWRௐGHYHORSௐWKHௐILUVWௐ$XWRPDWHGௐ)XHOௐ 0DQDJHPHQWௐ6\VWHP

ௐ7KHௐ&$1FHLYHUŒௐLVௐGHYHORSHGௐWRௐPRQLWRUௐDQGௐUHFRUGௐYHKLFOHௐVWDWXVௐRGRPHWHUௐ GULYHUௐEHKDYLRUௐDQGௐDXWRPDWHVௐDFFHVVௐWRௐWKHௐIXHOௐSXPS

ௐ$VVHWௐ7UDFNLQJௐUHDOWLPHௐDQGௐSDVVLYHௐ*36ௐVROXWLRQVௐLVௐGHYHORSHG 
ௐ:ௐSURGXFWௐOLQHௐLVௐUHOHDVHGௐௐUHSODFLQJௐDOOௐPDMRUௐSURGXFWௐFRPSRQHQWVௐIRUௐ)XHOௐ &RQWUROௐ7HUPLQDOVௐ&$1FHLYHUVௐDQGௐ)XHOௐ9LHZௐVRIWZDUH

ௐ)XHOௐ9LHZௐௐLVௐUHOHDVHG

ௐ,QWHUQHWௐRIௐ7KLQJVௐ)XHOௐ&RQWUROௐ7HUPLQDOௐLVௐODXQFKHGௐGHOLYHULQJௐUHDOௐWLPHௐVWDWXVௐ DQGௐUHPRWHௐSXPSௐFRQWURO
:DUGௐKDVௐWKHௐUHVRXUFHVௐWHFKQLFDOௐH[SHUWLVHௐSURMHFWௐH[SHUWLVHௐDQGௐSURYHQௐVWDWHRIWKH DUWௐKDUGZDUHௐDQGௐVRIWZDUHௐWRௐLPSOHPHQWௐODUJHௐFXVWRPௐDSSOLFDWLRQVௐDFURVVௐPXOWLSOHௐ KDUGZDUHௐDQGௐVRIWZDUHௐSODWIRUPVௐௐ:DUGௐGHVLJQVௐHQJLQHHUVௐDQGௐPDQXIDFWXUHVௐWKHௐ KDUGZDUHௐDQGௐVRIWZDUHௐDWௐLWVௐFRUSRUDWHௐKHDGTXDUWHUVௐLQௐ6DQௐ$QWRQLRௐ7H[DVௐௐௐ 7KHVHௐHIIRUWVௐDUHௐZK\ௐRQO\ௐ:DUGௐFDQௐVXSSO\ௐDௐIXHOௐPDQDJHPHQWௐV\VWHPௐWKDWௐGHOLYHUVௐ WKHௐJUHDWHVWௐORQJௐWHUPௐSHUIRUPDQFHௐDQGௐYDOXHௐIRUௐ6RXUFHZHOOௐ0HPEHUVௐௐ%\ௐ FRPELQLQJௐRXUௐEURDGௐH[SHULHQFHௐZLWKௐERWKௐVPDOOௐDQGௐODUJHௐJRYHUQPHQWௐV\VWHPௐ LPSOHPHQWDWLRQVௐDQGௐWKHௐDGKHUHQFHௐWRௐVWULFWௐTXDOLW\ௐFRQWUROௐVWDQGDUGVௐWKHௐVXFFHVVௐRIௐ WKHௐ:DUGௐ$XWRPDWHGௐ)XHOௐ0DQDJHPHQWௐ6\VWHPVௐFDQௐEHௐVHHQௐQDWLRQZLGHௐWKURXJKௐLWVௐ GLYHUVHௐDQGௐVDWLVILHGௐFOLHQWௐOLVW

 :KDWௐDUHௐ\RXUௐFRPSDQ\¶VௐH[SHFWDWLRQVௐLQௐWKHௐ
HYHQWௐRIௐDQௐDZDUG"
:DUGௐKDVௐDOUHDG\ௐGHPRQVWUDWHGௐRXUௐDELOLW\ௐWRௐVXFFHVVIXOO\ௐXWLOL]Hௐ1-3$6RXUFHZHOOௐLQௐ LQFUHDVLQJௐ:DUG
VௐVDOHVௐWRௐQXPHURXVௐJRYHUQPHQWௐ6RXUFHZHOOௐIXHOௐIOHHWௐFXVWRPHUVௐ :DUG
VௐH[SHFWDWLRQVௐLQௐWKHௐHYHQWௐRIௐ$ZDUGௐLVௐWRௐFRQWLQXHௐZLWKௐRXUௐFXUUHQWௐ6RXUFHZHOOௐ VXFFHVVௐLQௐSURYLGLQJௐ6RXUFHZHOOௐ0HPEHUVௐZLWKௐWKHௐPRVWௐDGYDQFHGௐFRVWௐHIIHFWLYHௐIXHOௐ DQGௐIOXLGௐV\VWHPVௐDYDLODEOHௐWRௐ6RXUHZHOOௐ0HPEHUVௐDORQJௐZLWKௐௐVLJQLILFDQWO\ௐLQFUHDVLQJௐ VDOHVௐWKURXJKRXWௐWKHௐ8QLWHGௐ6WDWHVௐDQGௐ&DQDGDௐ7KHௐ6RXFHZHOOௐ&RQWUDFWௐZLOOௐKDYHௐ VLJQLILFDQWௐEHQHILWௐLQௐLQFUHDVLQJௐ:DUGௐVDOHVௐDQGௐPDUNHWௐVKDUHௐWKURXJKRXWௐWKHௐ8QLWHGௐ 6WDWHVௐDQGௐ&DQDGD


'HPRQVWUDWHௐ\RXUௐILQDQFLDOௐVWUHQJWKௐDQGௐ
VWDELOLW\ௐZLWKௐPHDQLQJIXOௐGDWDௐ7KLVௐFRXOGௐ
LQFOXGHௐVXFKௐLWHPVௐDVௐILQDQFLDOௐVWDWHPHQWVௐ
6(&ௐILOLQJVௐFUHGLWௐDQGௐERQGௐUDWLQJVௐOHWWHUVௐ
RIௐFUHGLWௐDQGௐGHWDLOHGௐUHIHUHQFHௐOHWWHUVௐ
8SORDGௐVXSSRUWLQJௐGRFXPHQWVௐ
DVௐDSSOLFDEOH
ௐ
LQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVH
:DUGௐLVௐRQHௐRIௐWKHௐPRVWௐILQDQFLDOO\ௐVWDEOHௐSULYDWHO\KHOGௐFRPSDQLHVௐLQௐWKHௐIOHHWௐIXHOௐௐ PDQDJHPHQWௐLQGXVWU\ௐௐ:HௐKDYHௐWKHௐILQDQFLDOௐDELOLW\ௐWRௐRSSRUWXQLVWLFDOO\ௐHYDOXDWHௐ SRWHQWLDOௐQHZௐPDUNHWVௐDQGௐSURGXFWVௐDPLGௐGLVWUHVVHGௐPDUNHWௐFRQGLWLRQVௐௐ:DUGௐKDVௐ HQMR\HGௐDௐORQJௐKLVWRU\ௐRIௐLQQRYDWLRQௐDQGௐILQDQFLDOௐVWUHQJWKௐVLQFHௐ ௐௐ:DUGௐKDVௐWKHௐ
ILQDQFLDOௐVWUHQJWKௐWRௐVXSSRUWௐIXWXUHௐJURZWKௐFUHDWHௐLQQRYDWLRQVௐDQGௐOHQGௐVWDELOLW\ௐLQௐDௐ FKDOOHQJLQJௐHFRQRP\ௐௐ:DUGௐHQFRXUDJHVௐ6RXUFHZHOOௐWRௐFRQWDFWௐRXUௐEDQNௐIRUௐDQ\ௐ DGGLWLRQDOௐILQDQFLDOௐVWUHQJWKௐLQIRUPDWLRQௐ:DUG
VௐEDQNௐFRQWDFWௐLQIRUPDWLRQௐLV

'DURQௐ5ௐ/RIWRQ
6HQLRUௐ9LFHௐ3UHVLGHQWௐ_ௐ&RUSRUDWHௐ%DQNLQJ
&RPPXQLW\ௐ/HDGHUௐ_ௐ1RUWKHDVWௐ,
)URVWௐ±ௐ%DQNLQJௐ,QYHVWPHQWVௐ,QVXUDQFH

ௐ,QWHUVWDWHௐௐ1RUWKௐ6FKHUW]ௐ7;ௐௐ
2IILFH
ௐ

ௐௐ_ௐ&HOO
ௐ

ௐ
ௐ_ௐ)D[
ௐ

ௐ
GDURQORIWRQ#IURVWEDQNFRPௐ_ௐZZZIURVWEDQNFRP

 :KDWௐLVௐ\RXUௐ86ௐPDUNHWௐVKDUHௐIRUௐWKHௐ
VROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
:DUG¶Vௐ86ௐPDUNHWௐVKDUHௐLVௐDSSUR[LPDWHO\ௐ 
 :KDWௐLVௐ\RXUௐ&DQDGLDQௐPDUNHWௐVKDUHௐIRUௐWKHௐ
VROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
:DUG¶Vௐ&DQDGLDQௐPDUNHWௐVKDUHௐLVௐ 
 +DVௐ\RXUௐEXVLQHVVௐHYHUௐSHWLWLRQHGௐIRUௐ
EDQNUXSWF\ௐSURWHFWLRQ"ௐ,IௐVRௐH[SODLQௐLQௐGHWDLO
1Rௐ:DUGௐKDVௐQHYHUௐSHWLWLRQHGௐIRUௐEDQNUXSWF\ௐSURWHFWLRQ  Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
 +RZௐLVௐ\RXUௐRUJDQL]DWLRQௐEHVWௐGHVFULEHG
ௐLVௐLWௐ
DௐPDQXIDFWXUHUௐDௐGLVWULEXWRUGHDOHUUHVHOOHUௐRUௐ
DௐVHUYLFHௐSURYLGHU"ௐௐ$QVZHUௐZKLFKHYHUௐ
TXHVWLRQௐ
HLWKHUௐD
ௐRUௐE
ௐMXVWௐEHORZ
ௐEHVWௐ
DSSOLHVௐWRௐ\RXUௐRUJDQL]DWLRQ
D
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐ
RUௐVLPLODUௐHQWLW\
ௐ
SURYLGHௐ\RXUௐZULWWHQௐDXWKRUL]DWLRQௐWRௐDFWௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐIRUௐWKHௐPDQXIDFWXUHUௐ
RIௐWKHௐSURGXFWVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ,Iௐ
DSSOLFDEOHௐLVௐ\RXUௐGHDOHUௐQHWZRUNௐ
LQGHSHQGHQWௐRUௐFRPSDQ\ௐRZQHG"
E
ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
PDQXIDFWXUHUௐRUௐVHUYLFHௐSURYLGHUௐGHVFULEHௐ
\RXUௐUHODWLRQVKLSௐZLWKௐ\RXUௐVDOHVௐDQGௐVHUYLFHௐ
IRUFHௐDQGௐZLWKௐ\RXUௐGHDOHUௐQHWZRUNௐLQௐ
GHOLYHULQJௐWKHௐSURGXFWVௐDQGௐVHUYLFHVௐSURSRVHGௐ
LQௐWKLVௐ5)3ௐ$UHௐWKHVHௐLQGLYLGXDOVௐ\RXUௐ
HPSOR\HHVௐRUௐWKHௐHPSOR\HHVௐRIௐDௐWKLUGௐSDUW\"
:DUGௐLVௐEHVWௐGHVFULEHGௐDVௐDௐPDQXIDFWXUHUௐDOWKRXJKௐ:DUGௐKDVௐDௐVWURQJௐUHODWLRQVKLSௐ ZLWKௐ:DUGௐ'LVWULEXWRUVௐDQGௐ&RQWUDFWRUVௐWKURXJKRXWௐWKHௐ8QLWHGௐ6WDWHVௐDQGௐ&DQDGDௐZKRௐ DOVRௐKDYHௐWKHௐDELOLW\ௐWRௐVHOOௐ:DUGௐSURGXFWVௐ:DUG
Vௐ5HJLRQDOௐ6DOHVௐ0DQDJHUVௐZRUNௐ
H[WHQVLYHO\ௐZLWKௐ:DUG
VௐLQGHSHQGHQWO\ௐRZQHGௐ'LVWULEXWRUVௐDQGௐ&RQWUDFWRUVௐLQௐUHJDUGVௐ WRௐSURGXFWௐWUDLQLQJௐQHZௐFXVWRPHUௐDFTXLVLWLRQVௐDQGௐH[SDQVLRQௐRIௐ:DUG VௐH[LVWLQJௐ
FXVWRPHUௐEDVHௐLQௐGHOLYHULQJௐWKHௐ:DUGௐSURGXFWVௐDQGௐVHUYLFHVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ :DUGௐLVௐDௐUHVHOOHUௐRIௐWKHௐ2017(&ௐ7DQNௐ0RQLWRULQJௐ6\VWHP 
 ,IௐDSSOLFDEOHௐSURYLGHௐDௐGHWDLOHGௐH[SODQDWLRQௐ
RXWOLQLQJௐWKHௐOLFHQVHVௐDQGௐFHUWLILFDWLRQVௐWKDWௐ
DUHௐERWKௐUHTXLUHGௐWRௐEHௐKHOGௐDQGௐDFWXDOO\ௐ
KHOGௐE\ௐ\RXUௐRUJDQL]DWLRQௐ
LQFOXGLQJௐWKLUGௐ
SDUWLHVௐDQGௐVXEFRQWUDFWRUVௐWKDWௐ\RXௐXVH
ௐLQௐ
SXUVXLWௐRIௐWKHௐEXVLQHVVௐFRQWHPSODWHGௐE\ௐWKLVௐ
5)3
$OOௐ:DUGௐ7HFKQLFLDQ
VௐDUHௐIXOO\ௐWUDLQHGௐRQௐDOOௐ:DUGௐSURGXFWVௐWKURXJKௐDௐFRPSUHKHQVLYHௐ WUDLQLQJௐSURJUDPௐFRQGXFWHGௐDWௐ:DUG
VௐFRUSRUDWHௐIDFLOLW\ௐௐ7KLVௐH[WHQVLYHௐWUDLQLQJௐ
SURJUDPௐHQFRPSDVVHVௐDௐZHHNௐORQJௐWHFKQLFDOௐFXUULFXOXPௐWKDWௐLQFOXGHVௐKDQGVௐRQௐ WUDLQLQJௐ:DUGௐDOVRௐUHTXLUHVௐLWVௐ'LVWULEXWRUVௐWRௐEHௐ:DUGௐFHUWLILHGௐWKURXJKௐDௐVLPLODUௐ WUDLQLQJௐSURJUDPௐ2QFHௐFHUWLILHGௐ:DUGௐFRQWLQXHVௐWRௐWUDLQௐERWKௐ:DUGௐ7HFKQLFLDQVௐDQGௐ 'LVWULEXWRUVௐWKURXJKௐLWVௐRQJRLQJௐFHUWLILFDWLRQௐSURJUDPௐௐ:DUGௐ7HFKQLFLDQVௐDUHௐDOVRௐ UHTXLUHGௐWRௐEHௐ2017(&ௐDQGௐ9HHGHUௐ5RRWௐFHUWLILHGௐZKHQௐDSSOLFDEOH 
 3URYLGHௐDOOௐ³6XVSHQVLRQௐRUௐ'HEDUPHQW´ௐ
LQIRUPDWLRQௐWKDWௐKDVௐDSSOLHGௐWRௐ\RXUௐ
RUJDQL]DWLRQௐGXULQJௐWKHௐSDVWௐWHQௐ\HDUV
:DUGௐKDVௐQHYHUௐEHHQௐ6XVSHQGHGௐRUௐ'HEDUHG

7DEOH
,QGXVWU\5HFRJQLWLRQ 0DUNHWSODFH6XFFHVV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
 'HVFULEHௐDQ\ௐUHOHYDQWௐLQGXVWU\ௐDZDUGVௐRUௐ
UHFRJQLWLRQௐWKDWௐ\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐ
LQௐWKHௐSDVWௐILYHௐ\HDUV
:DUGௐLVௐURXWLQHO\ௐUHFRJQL]HGௐE\ௐLWVௐFXVWRPHUVௐIRUௐEHLQJௐDௐVWURQJௐIXHOௐPDQDJHPHQWௐ WHFKQRORJ\ௐSDUWQHUௐௐ:DUGௐKDVௐDOVRௐEHHQௐUHFRJQL]HGௐDVௐDௐLQGXVWU\ௐ7KRXJKWௐ/HDGHUௐ DWௐQXPHURXVௐLQGXVWU\ௐFRQIHUHQFHVௐRQௐIXHOௐPDQDJHPHQWௐௐ:DUGௐDOVRௐLVௐDFWLYHO\ௐ LQYROYHGௐDVௐDௐIHDWXUHGௐIXHOIOXLGௐPDQDJHPHQWௐWHFKQRORJ\ௐSUHVHQWHUௐIRUௐQXPHURXVௐIOHHWௐ DVVRFLDWLRQVௐLQFOXGLQJௐ*);ௐ1$)$ௐ1-3$)OHHWSURVௐ*UHHQௐ)OHHWௐௐ%HVWௐ0,3:$ௐ )7;ௐDQGௐ73:$

 :KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
JRYHUQPHQWDOௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV
:DUGௐVDOHVௐWRௐWKHௐJRYHUQPHQWௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUVௐLVௐDSSUR[LPDWHO\ௐ   :KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
HGXFDWLRQௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV
:DUGௐVDOHVௐWRௐWKHௐHGXFDWLRQDOௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUVௐLVௐDSSUR[LPDWHO\ௐ  
/LVWௐDQ\ௐVWDWHௐSURYLQFLDOௐRUௐFRRSHUDWLYHௐ
SXUFKDVLQJௐFRQWUDFWVௐWKDWௐ\RXௐKROGௐ:KDWௐLVௐ
WKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐHDFKௐRIௐWKHVHௐ
FRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ\HDUV"
:DUGௐKROGVௐ*6$ௐDQGௐ6RXUFHZHOOௐ3XUFKDVLQJௐ&RQWUDFWVௐ:DUG Vௐ6RXUFHZHOOௐVDOHVௐ
RYHUௐWKHௐODVWௐWKUHHௐ\HDUVௐKDVௐEHHQௐDVௐIROORZV

ௐௐ


ௐௐ

ௐௐ

 /LVWௐDQ\ௐ*6$ௐFRQWUDFWVௐRUௐ6WDQGLQJௐ2IIHUVௐ
DQGௐ6XSSO\ௐ$UUDQJHPHQWVௐ
626$
ௐWKDWௐ\RXௐ
KROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐ
HDFKௐRIௐWKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ
\HDUV"
:DUG¶Vௐ*6$ௐFRQWUDFWௐLVௐ*6)<ௐ:DUGௐ*6$ௐVDOHVௐDUHௐ 
7DEOH
5HIHUHQFHV7HVWLPRQLDOV
/LQH,WHP6XSSO\UHIHUHQFHLQIRUPDWLRQIURPWKUHHFXVWRPHUVZKRDUHHOLJLEOHWREH6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHV (QWLW\1DPH
&RQWDFW1DPH
3KRQH1XPEHU
0LDPLௐ'DGHௐ&RXQW\ 6FRWWௐ 6WHSKHQV

ௐ
 
&LW\ௐRIௐ'XEOLQௐ2+ - RKQௐ+\DWW

ௐ 
1HZௐ<RUNௐ6WDWHௐ7KUXZD\ 0D UNௐ$XVWLQ

ௐ
 
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
7DEOH
7RS)LYH*RYHUQPHQWRU(GXFDWLRQ&XVWRPHUV
/LQH,WHP3URYLGHDOLVWRI\RXUWRSILYHJRYHUQPHQWHGXFDWLRQRUQRQSURILWFXVWRPHUV HQWLW\QDPHLVRSWLRQDO

LQFOXGLQJHQWLW\W\SHWKHVWDWHRUSURYLQFHWKHHQWLW\LVORFDWHGLQVFRSHRIWKHSURMHFW V
VL]HRIWUDQVDFWLRQ
V
DQGGROODU
YROXPHVIURPWKHSDVWWKUHH\HDUV
(QWLW\1DPH (QWLW\7\SH 
6WDWH
3URYLQFH
6FRSHRI:RUN
6L]HRI7UDQVDFWLRQV
'ROODU9ROXPH3DVW7KUHH
<HDUV
&DOWUDQV *RYHUQPHQW &DOLIRUQLD&$ :DUG¶ VௐVROXWLRQௐLQFOXGHVௐRXUௐ,R7ௐ )XHOௐ&RQWUROௐ7HUPLQDOௐ)XHOௐ9LHZௐ
6DD6ௐDQGௐWKHௐ2PQWHFௐ
3527(86ௐDXWRPDWHGௐWDQNௐ
JDXJLQJௐV\VWHPௐ)XHOௐ9LHZௐ
FRQVROLGDWHVௐIXHOLQJௐDQGௐWDQNௐ
LQIRUPDWLRQௐLQWRௐRQHௐVRIWZDUHௐ
SODWIRUPௐDQGௐSURYLGHVௐWKHௐ
UHSRUWLQJௐUHTXLUHGௐE\ௐWKHௐ
FXVWRPHUௐ:DUGௐGHYHORSHGௐDௐ
WHDPௐRIௐSXPSௐFRQWUDFWRUVௐ
DSSURYHGௐE\ௐ&DOWUDQVௐWUDLQHGௐ
DQGௐFHUWLILHGௐWKHPௐLQௐWKHௐ
LQVWDOODWLRQௐDQGௐPDLQWHQDQFHௐRIௐDOOௐ
SURGXFWVௐLQVWDOOHGௐ:DUGௐSURYLGHVௐ
Dௐ6XSSRUWௐ'HVNௐWKDWௐWDNHVௐFDOOVௐ
IURPௐ&DOWUDQVௐFUHDWHVௐDௐWLFNHWௐ
GLVSDWFKHVௐFRQWUDFWRUVௐDQGௐ
PRQLWRUVௐWKHௐWLFNHWௐWRௐHQVXUHௐDௐ
VXFFHVVIXOௐUHVROXWLRQௐ:DUG¶Vௐ
3URMHFWௐ0DQDJHPHQWௐVWDIIௐLVௐ
PDQDJLQJௐWKHௐLQVWDOODWLRQௐRIௐWKHௐ
QHZௐHTXLSPHQWௐDFURVVௐWKHௐ6WDWHௐ
DQGௐLVௐDௐVLQJOHௐSRLQWௐRIௐFRQWDFWௐ
IRUௐ&DOWUDQVௐSURMHFWௐDQGௐFRQWUDFWௐ
VWDII
7KUHHௐ\HDUௐDYHUDJH
ௐ





0LDPLௐ'DGHௐ
&RXQW\
*RYHUQPHQW )ORULGD)/ :DUG¶ VௐVROXWLRQௐLQFOXGHVௐRXUௐ,R7ௐ )XHOௐ&RQWUROௐ7HUPLQDOௐ&$1FHLYHUௐ
:ௐ7DJVௐDQGௐWKHௐ:DUGௐ)XHOௐ
9LHZௐDQGௐ2PQWHFௐ3527(86ௐ
DXWRPDWHGௐWDQNௐJDXJLQJௐV\VWHPௐ
:DUGௐDOVRௐSURYLGHGௐLQVWDOODWLRQௐ
VHUYLFHVௐIRUௐWKHௐSURMHFW
7KUHHௐ\HDUௐDYHUDJH




36(* *RYHUQPHQW 1HZ-HUVH\1- :DUG¶VௐVROXWLRQௐLQFOXGHVௐRXUௐ,R7ௐ )XHOௐ&RQWUROௐ7HUPLQDOௐDQGௐWKHௐ
:DUGௐ)XHOௐ9LHZௐ6DD6ௐ6RIWZDUHௐ
:DUGௐDOVRௐSURYLGHGௐLQVWDOODWLRQௐ
VHUYLFHVௐIRUௐWKHௐSURMHFW
7KUHHௐ\HDUௐDYHUDJH
ௐ



&LW\ௐRIௐ6DQௐ
$QWRQLR
*RYHUQPHQW 7H[DV7; :DUG¶VௐVROXWLRQௐLQFOXGHVௐRXUௐ,R7ௐ )XHOௐ&RQWUROௐ7HUPLQDOௐ&$1FHLYHUௐ
:ௐ7DJVௐDQGௐWKHௐ:DUGௐ)XHOௐ
9LHZௐ6RIWZDUHௐ:DUGௐDOVRௐ
SURYLGHGௐLQVWDOODWLRQௐVHUYLFHVௐIRUௐ
WKHௐSURMHFW
7KUHHௐ\HDUௐDYHUDJH
ௐ





&LW\ௐRIௐ/RVௐ
$QJHOHV
*RYHUQPHQW &DOLIRUQLD&$ :DUG¶VௐVROXWLRQௐLQFOXGHVௐRXUௐ)XHOௐ &RQWUROௐ7HUPLQDOௐ&$1FHLYHUௐDQGௐ
WKHௐ:DUGௐ)XHOௐ9LHZௐ6RIWZDUHௐ
:DUGௐDOVRௐSURYLGHGௐLQVWDOODWLRQௐ
VHUYLFHVௐIRUௐWKHௐSURMHFW
7KUHHௐ\HDUௐDYHUDJH
ௐ




7DEOH
$ELOLW\WR6HOODQG'HOLYHU6HUYLFH
'HVFULEH\RXUFRPSDQ\¶VFDSDELOLW\WRPHHWWKHQHHGVRI6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHVDFURVVWKH86DQG&DQDGDDVDSSOLFDEOH<RXU UHVSRQVHVKRXOGDGGUHVVLQGHWDLODWOHDVWWKHIROORZLQJDUHDV ORFDWLRQVRI\RXUQHWZRUNRIVDOHVDQGVHUYLFHSURYLGHUVWKHQXPEHURI ZRUNHUV
IXOOWLPHHTXLYDOHQWV
LQYROYHGLQHDFKVHFWRUZKHWKHUWKHVHZRUNHUVDUH\RXUGLUHFWHPSOR\HHV RUHPSOR\HHVRIDWKLUGSDUW\

DQGDQ\RYHUODSEHWZHHQWKHVDOHVDQGVHUYLFHIXQFWLRQV /LQH
,WHP 4XHVWLRQ 5HVSRQVH 
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
 6DOHVௐIRUFH :DUGௐXVHVௐDௐUHJLRQDOௐEDVHGௐVDOHVௐWHDPௐFXUUHQWO\ௐFRPSULVHGௐRIௐILYHௐGLUHFWௐHPSOR\HHௐ 5HJLRQDOௐ6DOHVௐ0DQDJHUVௐVWUDWHJLFDOO\ௐORFDWHGௐWKURXJKRXWௐWKHௐHQWLUHௐ8QLWHGௐ6WDWHVௐ :DUG¶Vௐ5HJLRQDOௐ6DOHVௐ0DQDJHUVௐKDYHௐDOUHDG\ௐXWLOL]HGௐ:DUG¶VௐFXUUHQWௐ6RXUFHZHOOௐ &RQWUDFWௐLQௐVXFFHVVIXOO\ௐVHOOLQJௐWKHௐYDOXHௐDQGௐEHQHILWVௐRIௐ6RXUFHZHOOௐWRௐJRYHUQPHQWௐ DJHQFLHVௐWKURXJKRXWௐWKHௐ8QLWHGௐ6WDWHVௐ
:DUG¶Vௐ6DOHVௐ7HDPௐLVௐOHGௐE\ௐ:DUG¶Vௐ'LUHFWRUௐRIௐ6DOHVௐ0LNHௐ:DGHௐ0LNHௐ:DGHௐKDVௐ DQௐLQGHSWKௐXQGHUVWDQGLQJௐRIௐWKHௐ6RXUFHZHOOௐ3URJUDPௐDQGௐKDVௐSHUVRQDOO\ௐDWWHQGHGௐWKHௐ 6RXUFHZHOOௐ8QLYHUVLW\ௐ7UDLQLQJௐ3URJUDPௐ0LNHௐKDVௐDOVRௐXWLOL]HGௐWKHௐ:DUGௐ6RXUFHZHOOௐ &RQWUDFWௐLQௐVHOOLQJௐPXOWLSOHௐJRYHUQPHQWௐFXVWRPHUௐFRQWUDFWVௐௐ :DUGௐLVௐDOVRௐFRPPLWWLQJௐWKHௐVDOHVௐUHVRXUFHVௐWRௐKHOSௐVXSSRUWௐ:DUG¶Vௐ6RXUFHZHOOௐ SURJUDPௐWKURXJKௐDௐVWURQJௐ,QVLGHௐ6DOHVௐ7HDPௐZKRௐDUHௐDYDLODEOHௐWRௐPHHWௐ6RXUFHZHOOௐ 0HPEHUௐQHHGV

 'HDOHUௐQHWZRUNௐRUௐRWKHUௐGLVWULEXWLRQௐPHWKRGV :DUGௐDOVRௐXWLOL] HVௐ'HDOHUௐ'LVWULEXWRUVௐWKURXJKRXWௐWKHௐ8QLWHGௐ6WDWHVௐௐ:DUG VௐVWURQJௐ
'LVWULEXWRU&RQWUDFWRUௐQHWZRUNௐZLOOௐEHௐDGGLWLYHௐLQௐVHOOLQJௐDQGௐVXSSRUWLQJௐWRௐ6RXFHZHOOௐ 0HPEHUVௐௐ:DUGௐ'LVWULEXWRUVௐDUHௐDOVRௐDFFOLPDWHGௐZLWKௐ:DUG Vௐ6RXUFHZHOOௐ3URJUDPௐௐ
7KURXJKௐDௐVWURQJௐDQGௐVWUDWHJLFDOO\ௐORFDWHGௐ'LVWULEXWRUௐQHWZRUNௐ:DUGௐLVௐSRVLWLRQHGௐWRௐ IXOO\ௐXWLOL]HௐWKHௐ6RXUFHZHOOௐ3URJUDPௐLQௐPD[LPL]LQJௐWKHௐEHQHILWVௐWRௐ6RXUFHZHOOௐ0HPEHUV 
 6HUYLFHௐIRUFH :DUGௐPDLQWDLQVௐPXOWLSOHௐVHUYLFHௐRSHUDWLRQVௐFHQWHUVௐQDWLRQDOO\ௐVWDIIHGௐE\ௐIXOOWLPHௐ:DUGௐ HPSOR\HHVௐௐ
ௐ1HZௐ<RUNௐ
ௐ1HZௐ-HUVH\ௐ
ௐ)ORULGDௐ
ௐ/RVௐ$QJHOHVௐ
ௐ6DQௐ
$QWRQLRௐௐ(QJLQHHULQJௐ'HVLJQௐ3URGXFWLRQௐ:DUHKRXVLQJௐDQGௐRXUௐ&DOOௐ6XSSRUWௐ&HQWHUௐ LVௐEDVHGௐLQௐ6DQௐ$QWRQLRௐ7H[DVௐ:DUGௐDOVRௐXWLOL]HVௐLWVௐ'LVWULEXWRUVௐDQGௐFHUWLILHGௐ &RQWUDFWRUVௐLQௐDOVRௐVHUYLFLQJௐ6RXUFHZHOOௐ0HPEHUVௐWKURXJKRXWௐWKHௐ8QLWHGௐ6WDWHV 
 'HVFULEHௐLQௐGHWDLOௐWKHௐSURFHVVௐDQGௐ
SURFHGXUHௐRIௐ\RXUௐFXVWRPHUௐVHUYLFHௐ
SURJUDPௐLIௐDSSOLFDEOHௐௐ,QFOXGHௐ\RXUௐ
UHVSRQVHWLPHௐFDSDELOLWLHVௐDQGௐ
FRPPLWPHQWVௐDVௐZHOOௐDVௐDQ\ௐLQFHQWLYHVௐWKDWௐ
KHOSௐ\RXUௐSURYLGHUVௐPHHWௐ\RXUௐVWDWHGௐ
VHUYLFHௐJRDOVௐRUௐSURPLVHV
:DUGௐEHOLHYHVௐWKHௐIRXQGDWLRQௐRIௐRXUௐVXFFHVVௐLVௐGHULYHGௐIURPௐEHLQJௐWKHௐEHVWௐLQௐFODVVௐ LQௐHYHU\ௐDVSHFWௐRIௐRXUௐWHFKQLFDOௐDQGௐVRIWZDUHௐFXVWRPHUௐVHUYLFHௐௐ,QௐRUGHUௐIRUௐ:DUGௐWRௐ GHOLYHUௐEHVWௐLQௐFODVVௐFXVWRPHUௐVXSSRUWௐZHௐKDYHௐFRPPLWWHGௐVLJQLILFDQWௐUHVRXUFHVௐWRௐ KLULQJௐSHRSOHௐDQGௐLPSURYLQJௐRXUௐEXVLQHVVௐSURFHVVHVௐDQGௐWHFKQRORJ\ௐ :DUG¶VௐDELOLW\ௐWRௐH[FHHGௐFXVWRPHUௐH[SHFWDWLRQVௐLVௐZKDWௐGLIIHUHQWLDWHVௐ:DUGௐDVௐWKHௐ OHDGHUௐLQௐWKHௐIOHHWௐIXHOௐPDQDJHPHQWௐPDUNHWௐௐ:DUGௐKDVௐGHYHORSHGௐDௐFRPSUHKHQVLYHௐ HQKDQFHGௐFXVWRPHUௐVHUYLFHௐSURJUDPௐWKDWௐHQVXUHVௐFXVWRPHUௐH[SHFWDWLRQVௐDUHௐ VXUSDVVHGௐௐ6HYHUDOௐNH\ௐFRPSRQHQWVௐRIௐ:DUG¶VௐFXVWRPHUௐVHUYLFHௐSURJUDPௐLQFOXGH

‡ௐ:DUGௐVXSSRUWௐWHDPௐLVௐDYDLODEOHௐ
‡ௐ(VWDEOLVKLQJௐDௐFXVWRPHUௐIRFXVHGௐPHWULFௐSURJUDPௐWRௐPHDVXUHௐFXVWRPHUௐUHVSRQVHௐ WLPHௐLVVXHௐUHVROXWLRQௐDQGௐRYHUDOOௐFXVWRPHUௐVDWLVIDFWLRQ ‡ௐ&XVWRPHUௐIRFXVHGௐLQWHUQDOௐ:DUGௐHPSOR\HHௐWUDLQLQJௐSURJUDPௐWRௐHQVXUHௐDOOௐHPSOR\HHVௐ FOHDUO\ௐKDYHௐWKHௐWRROVௐDQGௐUHVRXUFHVௐDYDLODEOHௐWRௐSURYLGHௐWKHௐKLJKHVWௐOHYHOௐRIௐWHFKQLFDOௐ FXVWRPHUௐVDWLVIDFWLRQ
‡ௐ&DSWXUHௐFXVWRPHUௐQHHGVௐDQGௐWUDQVODWHௐWKHVHௐQHHGVௐLQWRௐDௐFRPSUHKHQVLYHௐFXVWRPHUௐ IRFXVHGௐSURJUDP
‡ௐ)UHTXHQWௐXSGDWLQJௐRIௐWHFKQLFDOௐGRFXPHQWDWLRQௐPDWHULDOௐDQGௐXVHUௐPDQXDOVௐWRௐHQVXUHௐ FXVWRPHUௐSULRULWLHVௐDUHௐEHLQJௐPHWௐ
‡ௐ*RௐWRௐ0HHWLQJௐDQGௐ*RௐWRௐ$VVLVWௐDUHௐWZRௐH[DPSOHVௐRIௐ:DUG¶VௐWHFKQRORJ\ௐLQௐ FRPPXQLFDWLRQVௐZLWKௐRXUௐFXVWRPHU
([FHSWLRQDOௐEHVWLQFODVVௐFXVWRPHUௐVHUYLFHௐLVௐWKHௐFRUHௐWRௐ:DUG¶VௐDELOLW\ௐWRௐFRQVLVWHQWO\ௐ H[FHHGௐWKHௐH[SHFWDWLRQVௐRIௐRXUௐFXVWRPHUVௐௐ:DUG¶VௐUHVSRQVLYHQHVVௐDQGௐOHYHOௐRIௐ DWWHQWLRQௐWKDWௐLWௐJLYHVௐWRௐFXVWRPHUௐVXSSRUWௐLVௐUHIOHFWHGௐLQௐWKHௐQXPHURXVௐDFFRODGHVௐ :DUGௐKDVௐUHFHLYHGௐIURPௐLWVௐFXVWRPHUVௐௐ7KLVௐHQGௐWRௐHQGௐFXVWRPHUௐDSSURDFKௐLVௐWKHௐ XQGHUOLQLQJௐJRDOௐRIௐ:DUGௐௐ
:DUG¶VௐFXVWRPHUௐFDUHௐPHWKRGRORJ\ௐDQGௐXQGHUO\LQJௐV\VWHPௐLVௐGHVLJQHGௐWRௐTXLFNO\ௐDQGௐ HIIHFWLYHO\ௐDGGUHVVௐDQ\ௐLVVXHVௐWKDWௐPLJKWௐDULVHௐ:DUG¶VௐWRWDOௐVDWLVIDFWLRQௐJRDOௐLVௐWRௐ HQVXUHௐ6RXUFHZHOOௐ0HPEHUVௐKDYHௐWKHௐXSWLPHௐSHUIRUPDQFHௐ\RXUௐRSHUDWLRQௐUHTXLUHVௐௐ$OOௐ VHUYLFHௐFDOOVௐDUHௐURXWHGௐWRௐWKHௐFXVWRPHUௐFDUHௐKHOSௐGHVNௐZKHUHௐWKH\ௐDUHௐORJJHGௐDQGௐ URXWHGௐWRௐWKHௐDSSURSULDWHௐGHSDUWPHQWௐ(YHU\ௐVXSSRUWௐFDOOௐKDVௐDௐFDVHௐQXPEHUௐ7KHௐ &DVHௐ1XPEHUௐLVௐWKHௐ6RXUFHZHOOௐ0HPEHUௐWUDFNLQJௐQXPEHUௐIRUௐUHVROXWLRQௐDQGௐVDWLVIDFWLRQ 
 ,GHQWLI\ௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐWKHௐ
8QLWHGௐ6WDWHV
:DUGௐKDVௐDOUHDG\ௐGHPRQVWUDWHGௐRXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐSURYLGHௐVHUYLFHVௐDQGௐ SURGXFWVௐWRௐ6RXUFHZHOOௐ0HPEHUVௐWKURXJKௐLWVௐH[LVWLQJௐ6RXUFHZHOOௐ&RQWUDFWௐ)RUௐRYHUௐௐ \HDUVௐ:DUGௐKDVௐFRQWLQXDOO\ௐSURYHQௐLWVௐDELOLW\ௐWRௐSURYLGHௐLWVௐFXVWRPHUVௐZLWKௐUHOLDEOHௐ HTXLSPHQWௐUHVSRQVLYHௐVXSSRUWௐDQGௐSURYHQௐWHFKQLFDOௐFRPSHWHQF\ ௐௐ:DUGௐILUPO\ௐEHOLHYHVௐ
WKHௐ6RXUFHZHOOௐFRQWUDFWௐZLOOௐSURYLGHௐ6RXUFHZHOOௐ0HPEHUVௐZLWKௐWKHௐPRVWௐDGYDQFHGௐIXHOௐ PDQDJHPHQWௐDQGௐWDQNௐOHYHOௐPRQLWRULQJௐVROXWLRQVௐDYDLODEOHௐௐௐ :DUGௐKDVௐFRPPLWWHGௐVLJQLILFDQWௐUHVRXUFHVௐWRௐH[SDQGLQJௐRXUௐH[LVWLQJௐVXSSRUWௐDQGௐ SURGXFWௐGHYHORSPHQWௐGHSDUWPHQWVௐWRௐLQFOXGHௐWKHௐ,R7ௐSURGXFWௐOLQHௐௐ:DUGௐLVௐDOVRௐ UHGHILQLQJௐWKHௐLQGXVWU\ௐZLWKௐLQQRYDWLYHௐVXSSRUWௐWRROVௐDQGௐWHFKQRORJ\ௐWRௐHQVXUHௐ:DUGௐ UHPDLQVௐDௐEHVWLQFODVVௐVHUYLFHௐSURYLGHUௐ:DUGௐKDVௐGHYHORSHGௐDௐSDUWQHUVKLSௐVROXWLRQௐ WKDWௐZLOOௐSURYLGHௐ6RXUFHZHOOௐ0HPEHUVௐZLWKௐWKHௐPRVWௐFRVWௐHIIHFWLYHௐVROXWLRQ 
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
 ,GHQWLI\ௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ&DQDGD
:DUGௐKDVௐWKHௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐSURYLGHௐVHUYLFHௐWRௐ6RXUFHZHOOௐPHPEHUௐ DJHQFLHVௐLQௐ&DQDGDௐௐ:DUG¶VௐFRPPLWPHQWௐWRௐWKHௐ&DQDGLDQௐPDUNHWௐLVௐDOUHDG\ௐ GHPRQVWUDWHGௐWKURXJKௐRQHௐRIௐ&DQDGD¶VௐODUJHVWௐFLWLHVௐWKHௐ&LW\ௐRIௐ(GPRQWRQௐௐ7KHௐ&LW\ௐ RIௐ(GPRQWRQௐXWLOL]HVௐERWKௐWKHௐ:DUGௐIXHOௐPDQDJHPHQWௐV\VWHPௐDQGௐWHOHPDWLFVௐVROXWLRQௐ WKURXJKRXWௐWKHௐ&LW\¶VௐHQWLUHௐIOHHW


,GHQWLI\ௐDQ\ௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ
6WDWHVௐRUௐ&DQDGDௐWKDWௐ\RXௐZLOOௐ127ௐEHௐIXOO\ௐ
VHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐFRQWUDFW
:DUGௐGRHVௐQRWௐKDYHௐDQ\ௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐRUௐ&DQDGDௐWKDWௐ:DUGௐ ZLOOௐQRWௐEHௐIXOO\ௐVHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐFRQWUDFW   ,GHQWLI\ௐDQ\ௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐ
VHFWRUVௐ
LHௐJRYHUQPHQWௐHGXFDWLRQௐQRWIRU
SURILW
ௐWKDWௐ\RXௐZLOOௐ127ௐEHௐIXOO\ௐVHUYLQJௐ
WKURXJKௐWKHௐSURSRVHGௐFRQWUDFWௐ([SODLQௐLQௐ
GHWDLOௐ)RUௐH[DPSOHௐGRHVௐ\RXUௐFRPSDQ\ௐ
KDYHௐRQO\ௐDௐUHJLRQDOௐSUHVHQFHௐRUௐGRௐRWKHUௐ
FRRSHUDWLYHௐSXUFKDVLQJௐFRQWUDFWVௐOLPLWௐ\RXUௐ
DELOLW\ௐWRௐSURPRWHௐDQRWKHUௐFRQWUDFW"
7KHUHௐZLOOௐQRWௐEHௐDQ\ௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐVHFWRUVௐ LHௐJRYHUQPHQWௐ
HGXFDWLRQௐQRWIRUSURILW
ௐWKDWௐ:DUGௐZLOOௐQRWௐEHௐIXOO\ௐVHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐ FRQWUDFW

 'HILQHௐDQ\ௐVSHFLILFௐFRQWUDFWௐUHTXLUHPHQWVௐRUௐ
UHVWULFWLRQVௐWKDWௐZRXOGௐDSSO\ௐWRௐRXUௐ
SDUWLFLSDWLQJௐHQWLWLHVௐLQௐ+DZDLLௐDQGௐ$ODVNDௐ
DQGௐLQௐ86ௐ7HUULWRULHV
:DUGௐGRHVௐQRWௐKDYHௐDQ\ௐVSHFLILFௐFRQWUDFWௐUHTXLUHPHQWVௐRUௐUHVWULFWLRQVௐWKDWௐZRXOGௐDSSO\ௐ WRௐRXUௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ+DZDLLௐDQGௐ$ODVNDௐDQGௐLQௐ86ௐ7HUULWRULHV  7DEOH
0DUNHWLQJ3ODQ
/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 'HVFULEHௐ\RXUௐPDUNHWLQJௐVWUDWHJ\ௐIRUௐ
SURPRWLQJௐWKLVௐFRQWUDFWௐRSSRUWXQLW\ௐௐ
8SORDGௐUHSUHVHQWDWLYHௐVDPSOHVௐRIௐ\RXUௐ
PDUNHWLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐ
WKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVH
:DUGௐKDVௐDௐGHGLFDWHGௐ6DOHVௐDQGௐ0DUNHWLQJௐ'HSDUWPHQWௐIRFXVHGௐRQௐGHYHORSLQJௐPDUNHWLQJௐ VWUDWHJLHVௐDFURVVௐQXPHURXVௐJRYHUQPHQWDOௐDJHQFLHVௐ$VௐDௐVWUDWHJLFௐPDUNHWௐIRUௐ:DUGௐ:DUGௐ KDVௐDOUHDG\ௐGHYHORSHGௐDௐFRPSUHKHQVLYHௐ*RYHUQPHQWௐ0DUNHWLQJௐSURJUDPௐVSHFLILFDOO\ௐ WDUJHWLQJௐ6RXUFHZHOOௐPHPEHUVௐLQLWLDOO\ௐDQGௐRQௐDQௐRQJRLQJௐEDVLVௐ:DUGௐZLOOௐFRQWLQXHௐWRௐXWLOL]Hௐ LWVௐH[LVWLQJௐ6RXUFHZHOOௐ0DUNHWLQJௐ%HVWௐ3UDFWLFHVௐLQௐSURPRWLQJௐWKHௐ$ERYHJURXQGௐ)XHOௐDQGௐ )OXLGௐ6WRUDJHௐZLWKௐ5HODWHGௐ+DUGZDUHௐ6RIWZDUHௐDQGௐ6HUYLFHVௐ&RQWUDFWௐ:DUGௐZLOOௐDOVRௐ SURDFWLYHO\ௐWDUJHWௐQRQௐ6RXUFHZHOOௐPHPEHUVௐLQௐGULYLQJௐWKHPௐWRZDUGௐDௐ6RXUFHZHOOௐ0HPEHUVKLS :DUGௐDFWLYHO\ௐDWWHQGVௐQXPHURXVௐIOHHWௐLQGXVWU\ௐWUDGHௐVKRZVFRQIHUHQFHVௐWKURXJKRXWௐWKHௐ8QLWHGௐ 6WDWHVௐௐ:DUGௐZLOOௐFRQWLQXHௐWRௐSURPRWHௐLWVௐ6RXUFHZHOOௐ&RQWUDFWௐDWௐQXPHURXVௐUHJLRQDOௐDQGௐ QDWLRQDOௐIOHHWௐFRQIHUHQFHVWUDGHௐVKRZVௐௐ6RPHௐRIௐWKHVHௐWUDGHௐVKRZVFRQIHUHQFHVௐLQFOXGH ௐ
‡ௐ*);
‡ௐ1$)$
‡ௐ$3:$
‡ௐ)OHHWFRQௐ
)OHHWௐ3URV

‡ௐ)/$*)$ௐௐ
‡ௐௐ%HVWௐ)OHHWV
‡ௐ3XEOLFௐ)OHHWௐ6XPPLWVௐ
3)6

:DUGௐZLOOௐXWLOL]HௐQHZVௐDQGௐSXEOLFௐUHODWLRQVௐDVௐDQRWKHUௐPHWKRGௐLQௐUHDFKLQJௐ6RXUFHZHOOௐ PHPEHUVௐ:DUGௐIUHTXHQWO\ௐGHYHORSVௐFXVWRPHUௐVSHFLILFௐFDVHௐVWXGLHVSXEOLFௐUHODWLRQௐUHOHDVHVௐ KLJKOLJKWLQJௐEHVWௐSUDFWLFHVௐRIௐKRZௐ:DUGௐFXVWRPHUVௐKDYHௐEHQHILWHGௐIURPௐXWLOL]LQJௐ:DUGௐ VROXWLRQVௐ:DUGௐZLOOௐFRQWLQXHௐWRௐXWLOL]HௐWKLVௐSURJUDPௐIRUௐWKHௐ$ERYHJURXQGௐ)XHOௐDQGௐ)OXLGௐ 6WRUDJHௐZLWKௐ5HODWHGௐ+DUGZDUHௐ6RIWZDUHௐDQGௐ6HUYLFHVௐ&RQWUDFW :DUGௐFDQௐDOVRௐXWLOL]HௐLWVௐ&50ௐ0DUNHWLQJௐ&DPSDLJQVௐIRUௐLWVௐQHZௐDQGௐH[LVWLQJௐFXVWRPHUௐ UHODWLRQVKLSௐPDQDJHPHQWௐIRFXVHGௐH0DUNHWLQJௐFDPSDLJQVௐௐ:DUG¶VௐGDWDEDVHௐRIௐQHZௐDQGௐ H[LVWLQJௐFRQWDFWVௐHQFRPSDVVHVௐQXPHURXVௐFRQWDFWVௐWKURXJKRXWௐWKHௐ8QLWHGௐ6WDWHVௐDQGௐ &DQDGDௐௐ:DUGௐZLOOௐGHYHORSௐ6RXUFHZHOOௐVSHFLILFௐFDPSDLJQVௐXWLOL]LQJௐ:DUG¶Vௐ&50ௐLQௐ H[SDQGLQJௐQHZௐ6RXUFHZHOOௐVDOHV
:DUGௐZLOOௐLQFOXGHௐ6RXUFHZHOOௐLQௐLWVௐ0HGLDௐ5HODWLRQVௐPDWHULDOௐௐ7KURXJKௐ:DUG¶VௐHOHFWURQLFௐ DQGௐSULQWௐDGYHUWLVLQJௐSURJUDPௐ:DUGௐKDVௐWKHௐDELOLW\ௐWRௐLQFOXGHௐ6RXUFHZHOOௐLQௐLWVௐDGYHUWLVLQJௐ DQGௐPHGLDௐUHODWLRQVௐSURJUDPௐௐ7KLVௐZLOOௐHQDEOHௐ:DUGௐWRௐUHDFKௐERWKௐ6RXUFHZHOOௐPHPEHUVௐ DQGௐQRQPHPEHUVௐWKURXJKௐIOHHWௐLQGXVWU\ௐUHODWHGௐDGYHUWLVLQJௐ:DUGௐZLOOௐDOVRௐGHYHORSௐDௐGLJLWDOௐ H1HZVOHWWHUௐSURJUDPௐௐ7KURXJKௐ:DUG¶VௐH1HZVOHWWHUௐ6RXUFHZHOOௐPHPEHUVௐZLOOௐEHௐNHSWௐ DSSULVHGௐRIௐ:DUG¶VௐQHZௐSURGXFWVௐDQGௐSURJUDPVௐWKDWௐPD\ௐVSHFLILFDOO\ௐEHQHILWௐ6RXUFHZHOOௐ PHPEHUV

Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
 'HVFULEHௐ\RXUௐXVHௐRIௐWHFKQRORJ\ௐDQGௐ
GLJLWDOௐGDWDௐ
HJௐVRFLDOௐPHGLDௐ
PHWDGDWDௐXVDJH
ௐWRௐHQKDQFHௐ
PDUNHWLQJௐHIIHFWLYHQHVV
:DUGௐKDVௐGHYHORSHGௐDௐFRPSUHKHQVLYHௐGLJLWDOௐ0DUNHWLQJௐSURJUDPௐWKDWௐHQFRPSDVVHVௐWKHௐ XVDJHௐRIௐQXPHURXVௐGLJLWDOௐGDWDௐSURJUDPVௐLQFOXGLQJௐPHWDGDWDௐXVDJHௐVRFLDOௐPHGLDௐDQGௐ ZHEVLWHௐSODWIRUPௐVWUDWHJLHVௐௐ7KHௐIROORZLQJௐUHSUHVHQWVௐVHYHUDOௐNH\ௐSURJUDPVௐWKDWௐ:DUGௐKDVௐ VXFFHVVIXOO\ௐLPSOHPHQWHGௐDQGௐZLOOௐEHௐXWLOL]HGௐLQௐSURPRWLQJௐWKHௐ:DUGௐ6RXUFHZHOOௐ&RQWUDFW :DUGௐKDVௐDௐGHGLFDWHGௐSDJHௐRQௐWKHௐ:DUGௐZHEVLWHௐVROHO\ௐIRUௐ6RXUFHZHOOௐௐ:DUG¶VௐZHEVLWHௐ KRPHௐSDJHௐDOVRௐFRQWDLQVௐWKHௐ6RXUFHZHOOௐORJRௐOLQNHGௐWRௐDௐSDJHௐGHGLFDWHGௐWRௐ6RXUFHZHOOௐRQௐ WKHௐ:DUGௐZHEVLWHௐWKDWௐFRQWDLQVௐWKHௐFDSWLRQௐ³'LVFRYHUௐKRZௐZHௐEULQJௐYDOXHௐWRௐ\RXௐDVௐDௐ 6RXUFHZHOOௐDZDUGHGௐFRQWUDFW´ௐ7KHௐIROORZLQJௐUHSUHVHQWVௐWKHௐFRQWHQWௐRQௐWKHௐ:DUG6RXUFHZHOOௐ SDJH

&223(5$7,9(ௐ385&+$6,1*ௐ:,7+ௐ6285&(:(//
7KURXJKௐFRRSHUDWLYHௐSXUFKDVLQJௐ6RXUFHZHOOௐ
IRUPHUO\ௐ1-3$
ௐSURYLGHVௐPHPEHUFHQWHUHGௐ
VROXWLRQVௐWKDWௐHQDEOHௐ*RYHUQPHQWௐIOHHWVௐDQGௐRWKHUௐDJHQFLHVௐWRௐZRUNௐPRUHௐHIILFLHQWO\ௐDQGௐ OHYHUDJHVௐLWVௐUHVRXUFHVௐWRௐHIIHFWLYHO\ௐUHLQYHVWௐLQௐWKHௐFRPPXQLWLHVௐZHௐVHUYHௐDVௐDQௐLQYDOXDEOHௐ 6HUYLFHௐ&RRSHUDWLYHௐSDUWQHUௐ)RUௐIOHHWVௐ6RXUFHZHOO¶VௐFRRSHUDWLYHௐFRQWUDFWௐSXUFKDVLQJௐ OHYHUDJHVௐWKHௐQDWLRQDOௐSXUFKDVLQJௐSRZHUௐRIௐPRUHௐWKDQௐௐPHPEHUௐDJHQFLHVௐZKLOHௐDOVRௐ VWUHDPOLQLQJௐWKHௐUHTXLUHGௐSXUFKDVLQJௐSURFHVVௐ$VௐDௐPXQLFLSDOௐQDWLRQDOௐFRQWUDFWLQJௐDJHQF\ௐ 6RXUFHZHOOௐHVWDEOLVKHVௐDQGௐSURYLGHVௐQDWLRQDOO\ௐOHYHUDJHGௐDQGௐFRPSHWLWLYHO\ௐVROLFLWHGௐ SXUFKDVLQJௐFRQWUDFWVௐXQGHUௐWKHௐJXLGDQFHௐRIௐWKHௐ8QLIRUPௐ0XQLFLSDOௐ&RQWUDFWLQJௐ/DZ -RLQWௐ3RZHUVௐODZVௐHQDEOHௐPHPEHUVௐWRௐOHJDOO\ௐSXUFKDVHௐWKURXJKௐDZDUGHGௐFRQWUDFWVௐ 6RXUFHZHOOௐRIIHUVௐIOHHWௐPHPEHUVௐ&RQWUDFWௐ3XUFKDVLQJௐ6ROXWLRQVௐWKDWௐDUHௐOHYHUDJHGௐQDWLRQDOO\ௐ WRௐHQDEOHௐFRQWUDFWHGௐVXSSOLHUVௐDQGௐPHPEHUௐDJHQFLHVௐWRௐZRUNௐVPDUWHUௐDQGௐPRUHௐHIILFLHQWO\ௐ DVௐWKH\ௐGRௐEXVLQHVVௐZLWKௐHDFKௐRWKHUௐ6RXUFHZHOOௐGRHVௐWKLVௐE\ௐHVWDEOLVKLQJௐDௐEXVLQHVVௐDQGௐ VHUYLFHௐDOOLDQFHௐEHWZHHQௐPHPEHUௐEX\HUVௐDQGௐFRQWUDFWHGௐVXSSOLHUVௐHQVXULQJௐDௐYDOXHGௐDQGௐ VXFFHVVIXOௐQDWLRQDOௐFRRSHUDWLYHௐFRQWUDFWௐSURJUDPௐ'RZQORDGௐWKHௐ6RXUFHZHOOௐ&RRSHUDWLYHௐ 3XUFKDVLQJௐ5HIHUHQFHௐ*XLGHௐEURFKXUHௐWRௐOHDUQௐDERXWௐ&RRSHUDWLYHௐ3XUFKDVLQJௐ&OLFNௐKHUHௐWRௐ YLVLWௐ6RXUFHZHOO¶VௐZHEVLWHௐWRௐOHDUQௐPRUHௐDERXWௐWKHௐIXOOௐYDOXHௐDYDLODEOHௐWRௐ\RXௐDVௐDௐPHPEHU :DUGௐKDVௐGHYHORSHGௐDௐPHWDௐWDJௐSURJUDPௐVSHFLILFௐWRௐSURPRWLQJௐWKHௐ:DUGௐ6RXUFHZHOOௐ 3URJUDPௐRQௐWKHௐ:DUGௐZHEVLWHௐௐ7KHௐPHWDௐGHVFULSWLRQௐRQௐWKHௐ6RXUFHZHOOௐGHGLFDWHGௐSDJHௐ UHDGV
ௐௐ³$VௐDௐ6RXUFHZHOOௐDZDUGHGௐFRQWUDFWRUௐ(-ௐ:DUGௐSURYLGHVௐIOHHWVௐZLWKௐWKHௐYDOXHௐDQGௐ SRZHUௐRIௐFRRSHUDWLYHௐSXUFKDVLQJௐIRUௐWKRXVDQGVௐRIௐGROODUVௐLQௐVDYLQJV´ௐ:DUGௐKDVௐDOVRௐ LQFOXGHGௐDௐOLQNௐRQௐWKHௐ6RXUFHZHOOௐGHGLFDWHGௐSDJHௐWRௐ6RXUFHZHOO¶VௐZHEVLWHௐDQGௐDOVRௐWRௐWKHௐ 6RXUFHZHOOௐ<RXWXEHௐYLGHR
:DUGௐKDVௐVXFFHVVIXOO\ௐLQFRUSRUDWHGௐWKHௐ6RXUFHZHOOௐORJRௐLQWRௐ:DUG¶VௐFRUSRUDWHௐHPDLOௐ VLJQDWXUHௐௐ$OOௐ:DUGௐFRPSDQ\ௐHPSOR\HHVௐDUHௐUHTXLUHGௐWRௐKDYHௐWKHௐ6RXUFHZHOOௐORJRௐLQௐWKHLUௐ HPDLOௐVLJQDWXUHVௐௐ7KHௐ6RXUFHZHOOௐORJRௐLVௐDOVRௐLQFRUSRUDWHGௐZLWKLQௐDOOௐRIௐ:DUG¶VௐSURGXFWௐ OLWHUDWXUHௐௐ:DUGௐFDQௐDOVRௐLQFRUSRUDWHௐ6RXUFHZHOOௐLQWRௐLW¶VௐDFWLYHௐ/LQNHG,QௐPHGLDௐSRVWLQJ 
 ,Qௐ\RXUௐYLHZௐZKDWௐLVௐ6RXUFHZHOO¶VௐUROHௐ
LQௐSURPRWLQJௐFRQWUDFWVௐDULVLQJௐRXWௐRIௐ
WKLVௐ5)3"ௐ+RZௐZLOOௐ\RXௐLQWHJUDWHௐDௐ
6RXUFHZHOODZDUGHGௐFRQWUDFWௐLQWRௐ\RXUௐ
VDOHVௐSURFHVV"
6RXUFHZHOOௐKDVௐDOUHDG\ௐGHPRQVWUDWHGௐDQௐRXWVWDQGLQJௐHIIRUWௐLQௐSURPRWLQJௐWKHLUௐFRQWUDFWVௐDWௐ PDQ\ௐLQGXVWU\ௐUHODWHGௐWUDGHௐVKRZVௐDQGௐFRQIHUHQFHVௐௐ:DUGௐH[SHFWVௐ6RXUFHZHOOௐWRௐFRQWLQXHௐ WKLVௐHIIRUWௐௐ*LYHQௐ6RXUFHZHOO¶VௐH[LVWLQJௐVWURQJௐEUDQGௐUHFRJQLWLRQௐZLWKௐLQௐWKHௐSXEOLFௐVHFWRUௐ WKHௐ6RXUFHZHOOௐFRQWUDFWௐZLOOௐEHௐDௐLQWHJUDOௐFRPSRQHQWௐLQௐ:DUG¶VௐVDOHVௐSURFHVVௐ :DUG
VௐH[LVWLQJௐ6RXUFHZHOOௐFRQWUDFWௐKDVௐEHHQௐXWLOL]HGௐH[WHQVLYHO\ௐWKURXJKRXWௐWKHௐHQWLUHௐ:DUGௐ VDOHVௐSURFHVVௐ:DUGௐVDOHVSHRSOHௐLGHQWLI\ௐLIௐWKHௐSRWHQWLDOௐFXVWRPHUௐXWLOL]HVௐ6RXUFHZHOOௐDVௐ SDUWௐRIௐWKHௐ:DUGௐVDOHVௐGLVFRYHU\ௐSURFHVVௐ$OOௐ:DUGௐHPSOR\HHVௐLQFRUSRUDWHௐWKHௐ6RXUFHZHOOௐ ORJRௐDQGௐFRQWUDFWௐQXPEHUௐDVௐSDUWௐRIௐWKHLUௐVLJQDWXUHௐ:DUGௐ6DOHVௐDOVRௐXWLOL]HVௐWKHௐVWURQJௐ 6RXUFHZHOOௐEUDQGௐDVௐDௐNH\ௐDWWULEXWHௐLQௐQRWௐKDYLQJௐWKHௐSRWHQWLDOௐFXVWRPHUௐWRௐKDYHௐWRௐJRௐ WKURXJKௐWKHௐH[WHQVLYHௐDQGௐFRVWO\ௐ5)3ௐELGௐSURFHVVௐ:DUGௐURXWLQHO\ௐSURYLGHVௐUHIUHVKHUௐWUDLQLQJௐ IRUௐLWVௐ6DOHVௐ7HDPௐRQௐWKHௐEHQHILWVௐWKDWௐ6RXUFHZHOOௐEULQJVௐWRௐ6RXUFHZHOOௐ0HPEHUV 
 $UHௐ\RXUௐSURGXFWVௐRUௐVHUYLFHVௐ
DYDLODEOHௐWKURXJKௐDQௐHSURFXUHPHQWௐ
RUGHULQJௐSURFHVV"ௐ,IௐVRௐGHVFULEHௐ\RXUௐ
HSURFXUHPHQWௐV\VWHPௐDQGௐKRZௐ
JRYHUQPHQWDOௐDQGௐHGXFDWLRQDOௐ
FXVWRPHUVௐKDYHௐXVHGௐLW
:DUGௐKDVௐHVWDEOLVKHGௐDௐSURFXUHPHQWௐVSHFLILFௐHPDLOௐIRUௐ:DUGௐJRYHUQPHQWDOௐFXVWRPHUVௐWRௐ SODFHௐWKHLUௐRUGHUௐ2UGHUV#HMZDUGFRPௐLVௐXWLOL]HGௐGDLO\ௐE\ௐ:DUGௐJRYHUQPHQWDOௐFXVWRPHUVௐLQௐ SODFLQJௐSURFXUHPHQWௐRUGHUVௐVRPHௐRIௐZKLFKௐDUHௐ6RXUFHZHOOௐRUGHUV  Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
7DEOH
9DOXH$GGHG$WWULEXWHV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 'HVFULEHௐDQ\ௐSURGXFWௐHTXLSPHQWௐ
PDLQWHQDQFHௐRUௐRSHUDWRUௐWUDLQLQJௐ
SURJUDPVௐWKDWௐ\RXௐRIIHUௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐ
,QFOXGHௐGHWDLOVௐVXFKௐDVௐZKHWKHUௐ
WUDLQLQJௐLVௐVWDQGDUGௐRUௐRSWLRQDOௐ
ZKRௐSURYLGHVௐWUDLQLQJௐDQGௐDQ\ௐ
FRVWVௐWKDWௐDSSO\
7KURXJKௐH[SHULHQFHௐ:DUGௐKDVௐGHWHUPLQHGௐWKHௐEHVWௐZD\ௐWRௐWUDLQௐ6RXUFHZHOOௐ0HPEHUௐ RSHUDWRUVௐUHSDLUௐWHFKQLFLDQVௐDQGௐXVHUVௐLVௐWKURXJKௐDௐKDQGVௐRQௐWUDLQLQJௐDSSURDFKௐௐ$OOௐRIௐ :DUG¶VௐH[WHQVLYHௐWUDLQLQJௐUHVRXUFHVௐLQFOXGLQJௐVDPSOHVௐRIௐ:DUG¶VௐWUDLQLQJௐPDWHULDOௐVXSSRUWௐ GRFXPHQWௐWUDLQLQJௐUHIHUHQFHVௐDQGௐLQVWDOODWLRQௐPDQXDOVௐFDQௐEHௐSURYLGHGௐSHUௐUHTXHVWௐGXHௐWRௐ WKHௐODUJHௐQXPEHUௐRIௐWUDLQLQJௐPDQXDOVௐௐ:DUG¶VௐWUDLQLQJௐSURJUDPௐFDQௐEHௐFXVWRPௐWDLORUHGௐWRௐ PHHWௐWKHௐVSHFLILFௐQHHGVௐRIௐWKHௐFXVWRPHU
:DUGௐZLOOௐSURYLGHௐWUDLQLQJௐLQௐWKHௐIXQFWLRQVௐRIௐRSHUDWLRQௐPDLQWHQDQFHௐDQGௐUHSDLUௐDVௐWKH\ௐ DSSO\ௐWRௐHDFKௐVSHFLILFௐLWHPௐRIௐHTXLSPHQWௐ:DUG¶VௐQXPHURXVௐRSHUDWLQJௐPDQXDOVௐFDQௐDOVRௐEHௐ SURYLGHGௐSHUௐUHTXHVWௐௐ:DUGௐZLOOௐSURYLGHௐFRPSOHWHௐXVHUVௐWUDLQLQJௐRQௐERWKௐWKHௐVRIWZDUHௐDQGௐ KDUGZDUHௐV\VWHPVௐௐ:DUG¶VௐWUDLQLQJௐSURJUDPௐLVௐLQFOXGHGௐZLWKௐWKHௐVWDQGDUGௐSXUFKDVHௐRIௐWKHௐ :DUGௐV\VWHPௐEXWௐLIௐWKHௐFXVWRPHUௐZDQWVௐDGGLWLRQDOௐWUDLQLQJௐ:DUGௐZLOOௐSURYLGHௐFXVWRPௐWUDLQLQJௐ SULFLQJௐVSHFLILFௐWRௐWKHௐFXVWRPHU¶VௐQHHGV

 'HVFULEHௐDQ\ௐWHFKQRORJLFDOௐ
DGYDQFHVௐWKDWௐ\RXUௐSURSRVHGௐ
SURGXFWVௐRUௐVHUYLFHVௐRIIHU
7KHௐQHZௐ:DUGௐ,R7ௐIXHOௐPDQDJHPHQWௐV\VWHPௐLVௐWKHௐPRVWௐWHFKQRORJLFDOO\ௐDGYDQFHGௐLQௐWKHௐIOHHWௐ LQGXVWU\ௐௐ7KHௐ:DUGௐ)XHO9LHZௐVRIWZDUHௐLQFOXGHVௐQXPHURXVௐXVHUௐGDVKERDUGVௐHDV\ௐWRௐXVHௐ UHSRUWLQJௐDQGௐLQWHJUDWLRQௐLQWRௐIOHHWௐPDLQWHQDQFHௐVRIWZDUHௐV\VWHPVௐௐௐ:LWKௐWKHௐ,QWHUQHWௐRIௐ 7KLQJVௐ)XHOௐ&RQWUROௐ7HUPLQDOௐ6RXUFHZHOOௐ0HPEHUVௐZLOOௐDOZD\VௐFRQQHFWHGௐ7KHௐ,R7ௐ)&7ௐ FRPPXQLFDWHVௐLQௐUHDOWLPHௐDQGௐLVௐIXOO\ௐLQWHJUDWHGௐDQGௐV\QFKURQL]HGௐZLWKௐ:DUG Vௐ)XHOௐ9LHZௐ
VRIWZDUH
1HZௐGDWDௐULFKௐGLVSOD\ௐVFUHHQVௐLQFOXGHௐIXHOௐGLVSHQVLQJௐYROXPHVௐDQGௐSXPSௐVWDWXVௐLQGLFDWRUVௐ 7KHௐ,R7ௐ)&7ௐDOORZVௐLQVWDQWௐUHPRWHௐIXHOLQJௐDXWKRUL]DWLRQVௐGLDJQRVWLFVௐDQGௐXSGDWHVௐDVௐZHOOௐDVௐ LQFUHDVHGௐPHPRU\ௐDQGௐVWRUDJHௐFDSDFLW\ௐ6WDQGDUGௐDXWKRUL]DWLRQௐPHWKRGVௐDUHௐIXOO\ௐDXWRPDWHGௐ DQGௐௐVHFXUHௐXVLQJௐ:DUGௐ&$1FHLYHUŒௐ)XHOௐ7DJௐDQGௐ+RVHௐ0RGXOHௐRUௐRWKHUௐDFFHVVௐ PHWKRGVௐ:DUGௐKDVௐDௐGHGLFDWHGௐ7KLQNௐ7DQNௐ'HSDUWPHQWௐZKRௐLVௐWDVNHGௐZLWKௐGHYHORSLQJௐQHZௐ WHFKQRORJLHV

 'HVFULEHௐDQ\ௐ³JUHHQ´ௐLQLWLDWLYHVௐ
WKDWௐUHODWHௐWRௐ\RXUௐFRPSDQ\ௐRUௐWRௐ
\RXUௐSURGXFWVௐRUௐVHUYLFHVௐDQGௐ
LQFOXGHௐDௐOLVWௐRIௐWKHௐFHUWLI\LQJௐ
DJHQF\ௐIRUௐHDFK
)OHHWVௐUHO\ௐRQௐWKHௐ:DUGௐ&DQFHLYHUௐ(ௐIRUௐUHSRUWLQJௐFULWLFDOௐYHKLFOHௐLGOHௐWLPHௐPHWULFVௐௐ7KHVHௐ PHWULFVௐDUHௐXWLOL]HGௐE\ௐ)OHHWVௐWRௐPDQDJHௐH[FHVVLYHௐYHKLFOHௐLGOHௐWLPHௐZKLFKௐLVௐDௐNH\ௐ FRPSRQHQWௐLQௐVXSSRUWLQJௐDௐIOHHWVௐJUHHQௐLQLWLDWLYHV 

,GHQWLI\ௐDQ\ௐWKLUGSDUW\ௐLVVXHGௐHFR
ODEHOVௐUDWLQJVௐRUௐFHUWLILFDWLRQVௐWKDWௐ
\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐIRUௐWKHௐ
HTXLSPHQWௐRUௐSURGXFWVௐLQFOXGHGௐLQௐ
\RXUௐ3URSRVDOௐUHODWHGௐWRௐHQHUJ\ௐ
HIILFLHQF\ௐRUௐFRQVHUYDWLRQௐOLIHF\FOHௐ
GHVLJQௐ
FUDGOHWRFUDGOH
ௐRUௐRWKHUௐ
JUHHQVXVWDLQDELOLW\ௐIDFWRUV
$OWKRXJKௐ:DUG
VௐWHFKQRORJ\ௐKDVௐQRWௐKDGௐDQ\ௐWKLUGSDUW\ௐLVVXHGௐHFRODEHOVௐUDWLQJVௐRUௐ FHUWLILFDWLRQVௐ:DUG
VௐSURGXFWVௐGRௐLQGLUHFWO\ௐFRQWULEXWHௐWRௐLPSDFWLQJௐJUHHQௐLQLWLDWLYHV 
 'HVFULEHௐDQ\ௐ:RPHQௐRUௐ0LQRULW\ௐ
%XVLQHVVௐ(QWLW\ௐ
:0%(
ௐ6PDOOௐ
%XVLQHVVௐ(QWLW\ௐ
6%(
ௐRUௐYHWHUDQௐ
RZQHGௐEXVLQHVVௐFHUWLILFDWLRQVௐWKDWௐ
\RXUௐFRPSDQ\ௐRUௐKXEௐSDUWQHUVௐ
KDYHௐREWDLQHGௐ8SORDGௐ
GRFXPHQWDWLRQௐRIௐFHUWLILFDWLRQௐ
DVௐ

DSSOLFDEOH
ௐLQௐWKHௐGRFXPHQWௐXSORDGௐ
VHFWLRQௐRIௐ\RXUௐUHVSRQVH
:DUGௐFXUUHQWO\ௐLVௐQRWௐDௐ:0%(ௐRUௐ6%(

 :KDWௐXQLTXHௐDWWULEXWHVௐGRHVௐ\RXUௐ
FRPSDQ\ௐ\RXUௐSURGXFWVௐRUௐ\RXUௐ
VHUYLFHVௐRIIHUௐWRௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHV"ௐ:KDWௐPDNHVௐ
\RXUௐSURSRVHGௐVROXWLRQVௐXQLTXHௐLQௐ
\RXUௐLQGXVWU\ௐDVௐLWௐDSSOLHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV"
$VௐWKHௐILUVWௐFRPSDQ\ௐWRௐGHYHORSௐIXHOௐPDQDJHPHQWௐWHFKQRORJ\ௐ:DUGௐEULQJVௐRYHUௐௐ\HDUVௐRIௐ IOHHWௐJRYHUQPHQWௐIXHOௐPDQDJHPHQWௐH[SHUWLVHௐWRௐ6RXUFHZHOOௐPHPEHUVௐௐ7KHௐ:DUGௐIXHOWDQNௐ PDQDJHPHQWௐSODWIRUPௐLVௐWKHௐPRVWௐDGYDQFHGௐLQௐWKHௐIOHHWௐLQGXVWU\ௐDQGௐLVௐXWLOL]HGௐE\ௐKXQGUHGVௐ RIௐJRYHUQPHQWௐIOHHWVௐ7KHௐQHZௐ:DUGௐ,R7ௐ3ODWIRUPௐDORQJௐZLWKௐ:DUG VௐQHZௐ6LPSO\)XHOௐSURJUDPௐ
QRWௐRQO\ௐEULQJVௐWKHௐPRVWௐDGYDQFHGௐWHFKQRORJ\ௐWRௐ6RXUFHZHOOௐ0HPEHUVௐEXWௐLWௐEULQJVௐWKHௐ JUHDWHVWௐFRVWௐHIIHFWLYHௐVROXWLRQௐLQௐWKHௐJRYHUQPHQWௐLQGXVWU\ௐ:DUG VௐEXQGOHௐSURJUDPௐHQDEOHVௐ
6RXUFHZHOOௐ0HPEHUVௐWRௐVHOHFWௐWKHௐPRVWௐFRVWௐHIIHFWLYHௐSURJUDPௐIRUௐWKHLUௐVSHFLILFௐIXHOௐ PDQDJHPHQWௐQHHGV

7DEOH

:DUUDQW\
'HVFULEHLQGHWDLO\RXUPDQXIDFWXUHUZDUUDQW\SURJUDPLQFOXGLQJFRQGLWLRQVDQGUHTXLUHPHQWVWRTXDOLI\FODLPVSURFHGXUH DQGRYHUDOOVWUXFWXUH<RXPD\XSORDGUHSUHVHQWDWLYHVDPSOHVRI\RXUZDUUDQW\PDWHULDOV LIDSSOLFDEOH
LQWKHGRFXPHQW
XSORDGVHFWLRQRI\RXUUHVSRQVHLQDGGLWLRQWRUHVSRQGLQJWRWKHTXHVWLRQVEHORZ /LQH
,WHP 4XHVWLRQ 5HVSRQVH 
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
 'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐDOOௐSURGXFWVௐSDUWVௐDQGௐ
ODERU"
:DUG
VௐZDUUDQWLHVௐFRYHUௐDOOௐSURGXFWVௐSDUWVௐDQGௐOLPLWHGௐODERU   'Rௐ\RXUௐZDUUDQWLHVௐLPSRVHௐXVDJHௐUHVWULFWLRQVௐRUௐ
RWKHUௐOLPLWDWLRQVௐWKDWௐDGYHUVHO\ௐDIIHFWௐFRYHUDJH"
:DUGௐGRHVௐQRWௐLPSRVHௐOLPLWDWLRQVௐWKDWௐDGYHUVHO\ௐDIIHFWௐFRYHUDJHௐ:DUGௐGRHVௐ KDYHௐVRPHௐVWDQGDUGௐH[FHSWLRQVௐ
LHௐ$FWVௐRIௐ*RGௐ1HJOLJHQFHௐ0DOLFLRXVௐ
$FWV
ௐWKDWௐDUHௐOLVWHGௐEHORZ

6HUYLFHௐ/LPLWDWLRQV
ௐ
³(-:´ௐRUௐ³6)6´ௐFDQQRWௐEHௐGHHPHGௐQRQFRPSOLDQWௐZLWKௐ:DUUDQW\ௐRUௐ6XSSRUWௐ DJUHHPHQWௐUHTXLUHPHQWVௐLQFOXVLYHௐEXWௐQRWௐOLPLWHGௐWRௐWKHௐIROORZLQJௐFRQGLWLRQV

ௐ$FWVௐRIௐ*RGௐDQGௐ0DQ0DGHௐ(YHQWV
ௐ'LVUXSWLRQVௐFDXVHGௐE\ௐKHDY\ௐUDLQVௐ
HDUWKTXDNHVௐIORRGLQJௐWRUQDGRHVௐOLJKWQLQJௐVWULNHVௐKXUULFDQHVௐILUHVௐVQRZௐLFHௐ VOHHWௐRUௐURDGௐFORVXUHVௐDQGௐGHWRXUVௐFDXVHGௐE\ௐ7RZQௐ&LW\ௐRUௐ6WDWHௐ FRQVWUXFWLRQௐSURMHFWVௐZKHUHௐQRUPDOௐVWUHHWௐRUௐLQWHUVWDWHௐWUDIILFௐSDWWHUQVௐWRௐWKHௐ FXVWRPHUௐVLWHௐDUHௐGLVUXSWHGௐRUௐVWRSSHG
ௐ3DQGHPLFௐRUௐ6LPLODUௐ1DWXUDOௐ(YHQWVௐௐௐௐௐ6LWXDWLRQVௐZKHUHௐWHFKQLFLDQVௐDUHௐ GHQLHGௐDFFHVVௐEHFDXVHௐRIௐJOREDOௐQDWLRQDOௐRUௐRWKHUௐORFDOௐJRYHUQPHQWௐ UHJXODWLRQVௐௐ
ௐ1RQDFFHVV
ௐ6LWXDWLRQVௐZKHUHௐ³(-:´ௐWHFKQLFLDQVௐDUHௐGHQLHGௐDFFHVVௐWRௐWKHௐ IXHOௐWHUPLQDOௐVLWHVௐGXHௐWRௐORFNHGௐIHQFHVௐEORFNHGௐSDVVDJHVௐRUௐQRௐRQHௐ DQVZHULQJௐWKHௐSKRQHௐQXPEHUௐSURYLGHGௐWRௐWKHௐVHUYLFHௐFDOOௐRSHUDWRU ௐ0DOLFLRXVௐ$FWV
ௐ,QFOXVLYHௐRIௐEXWௐQRWௐOLPLWHGௐWR
ௐYDQGDOLVPௐWKHIWௐJXQௐVKRWVௐ
URFNௐWKURZLQJௐILUHௐDQGௐDQ\ZKHUHௐGDPDJHௐLVௐQRWௐDWWULEXWDEOHௐWRௐQRUPDOௐIDLUௐ ZHDUௐDQGௐWHDUௐRIௐKDUGZDUHௐFRPSRQHQWV
ௐ1HJOLJHQFH
ௐ,QFOXVLYHௐRIௐEXWௐQRWௐOLPLWHGௐWR
ௐWKLUGௐSDUW\ௐFRQWUDFWRUVௐKLUHGௐE\ௐ
WKHௐ³(QGௐ8VHU
V
´ௐWRௐSHUIRUPௐIXHOௐVLWHௐPDLQWHQDQFHௐWKDWௐZRXOGௐLPSDLUௐWKHௐ SHUIRUPDQFHௐRIௐ³(-:´ௐRUௐ³6)6´ௐHTXLSPHQWௐE\ௐGLVUXSWLQJௐHOHFWULFDOௐVHUYLFHௐRUௐ PDNLQJௐQRQDXWKRUL]HGௐDGMXVWPHQWVௐRUௐPRGLILFDWLRQVௐWRௐWKHௐLQVWDOOHGௐKDUGZDUHௐ RUௐIXHOௐFRQWUROௐWHUPLQDOV
ௐ3URFHGXUDOௐ&KDQJHV
ௐ,QFOXVLYHௐRIௐEXWௐQRWௐOLPLWHGௐWR
ௐWKHௐ³(QGௐ8VHU
V
´ௐ
FKDQJLQJௐWKHௐPDQQHUௐLQௐZKLFKௐWKHLUௐHPSOR\HHVௐLQWHUDFWௐZLWKௐWKHௐIXHOௐ DXWRPDWLRQௐKDUGZDUHௐ7KHVHௐFKDQJHVௐPD\ௐUHTXLUHௐV\VWHPLFௐFKDQJHVௐZKLFKௐ DUHௐFRQVLGHUHGௐRXWVLGHௐWKHௐQRUPDOௐVRIWZDUHௐPDLQWHQDQFHௐDFWLYLWLHVௐ LHௐ
RSHUDWLQJௐV\VWHPVௐ³26´ௐEXVLQHVVௐUXOHVௐRUௐVRIWZDUHௐFXVWRPL]DWLRQௐUHTXHVWV 
ௐ1RQ´ௐ(-:´ௐRUௐ³6)6´ௐ(TXLSPHQWௐRUௐ6\VWHPVௐ)DLOXUH
ௐ,QFOXVLYHௐRIௐEXWௐQRWௐ
OLPLWHGௐWR
ௐ³(-:´ௐGLVSDWFKLQJௐDௐWHFKQLFLDQௐDQGௐWKHௐFDXVHௐRIௐLQFLGHQWௐLVௐIRXQGௐ WRௐEHௐRWKHUௐWKDQௐDQௐDJUHHPHQWௐFRYHUHGௐSURGXFWௐ6WDQGDUGௐSXEOLVKHGௐSULFLQJௐ ZLOOௐDSSO\ௐIRUௐDXWKRUL]HGௐUHSDLUVௐIURPௐWKDWௐSRLQWௐIRUZDUGௐ([DPSOHVௐRIௐQRQ FRYHUHGௐHTXLSPHQWௐLQFOXVLYHௐRI
ௐEXWௐQRWௐOLPLWHGௐWR

ௐ
ௐ'LVSHQVHUVௐ3XPSVௐDQGௐ3XOVHUV
ௐ7DQNௐ/HYHOௐ0RQLWRULQJௐ
7/6
ௐ8QOHVVௐVSHFLILFDOO\ௐDGGHGௐWRௐWKHௐDJUHHPHQWௐ
ௐ(OHFWULFDOௐ6\VWHP
ௐ1HWZRUNௐ
7&3,3

ௐ1HWZRUNௐ6ZLWFK
V

ௐ:L)Lௐ$FFHVVௐ3RLQWV
ௐ&XVWRPHU¶VௐORFDOௐ6HUYHUVௐ
9LUWXDOௐRUௐ3K\VLFDO

ௐ&$7ௐௐ&DEOHௐ5RXWHUVௐ%ULGJHV

ௐ&DELQHWௐ%DVHௐ/RFNௐ$VVHPEO\
ௐ+RVHௐ0RGXOHVௐRUௐ%DWWHULHVௐௐௐ
9HKLFOHVௐRUௐ)OHHWௐ$VVHWV
ௐ&$1FHLYHUௐ9,7ௐ&DEOHVௐRUௐ*36ௐDQWHQQD
ௐ(07DJௐRUௐ5LQJௐ$QWHQQD
ௐ$OOௐKDUGZDUHௐDQGௐVRIWZDUHௐYHUVLRQVௐRIௐWKHௐ6)7ௐ-HWW6FDQௐRUௐGHYLFHௐ SURJUDPPHUVௐ
ௐ&DUGVௐ'DWDNH\Vௐ)REVௐ(QFRGHUVௐ(PERVVHUVௐ3ULQWHUV ௐ(TXLSPHQWௐ8SJUDGHV
,WHPVௐ1RWௐ&RYHUHG
ௐ³(QGௐ8VHU
V
´ௐVXSSOLHGௐRUௐUGௐ3DUW\ௐVXSSOLHGௐVRIWZDUHௐ
FRPSXWHUௐRUௐQHWZRUNௐHTXLSPHQWௐQRWௐVSHFLILFDOO\ௐFRQWUDFWHGௐIRUௐXQGHUௐWKLVௐ DJUHHPHQWௐ1RQFRYHUHGௐVRIWZDUHௐDQGௐHTXLSPHQWௐLQFOXGHௐEXWௐDUHௐQRWௐOLPLWHGௐ WR

ௐ&XVWRPHUVௐORFDOௐ6HUYHUVௐ/DSWRSௐDQGௐ'HVNWRSௐFRPSXWHUௐVRIWZDUHௐDQGௐ

KDUGZDUH
ௐ6XSSRUWௐIRUௐ&XVWRPHUVௐ%URZVHUௐRUௐ/RFDOௐ$SSOLFDWLRQௐ6RIWZDUHௐRUௐ'DWDEDVHV ௐ&XVWRPHUVௐ/RFDOௐ1HWZRUNௐ0DQDJHPHQWௐ+DUGZDUHௐDQGௐ6RIWZDUH ௐ7KLUGௐ3DUW\ௐ6RIWZDUHௐDQGௐRUௐLWVௐ2SHUDWLQJௐ6\VWHPVௐDQGௐ5HODWLRQDOௐ 'DWDEDVHV

Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
 'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐWKHௐH[SHQVHௐRIௐ
WHFKQLFLDQV¶ௐWUDYHOௐWLPHௐDQGௐPLOHDJHௐWRௐSHUIRUPௐ
ZDUUDQW\ௐUHSDLUV"
<HVௐZKHQௐDSSOLFDEOHௐXQGHUௐWKHௐ:DUGௐZDUUDQW\ௐJXLGHOLQHV 
 $UHௐWKHUHௐDQ\ௐJHRJUDSKLFௐUHJLRQVௐRIௐWKHௐ8QLWHGௐ
6WDWHVௐRUௐ&DQDGDௐ
DVௐDSSOLFDEOH
ௐIRUௐZKLFKௐ\RXௐ
FDQQRWௐSURYLGHௐDௐFHUWLILHGௐWHFKQLFLDQௐWRௐSHUIRUPௐ
ZDUUDQW\ௐUHSDLUV"ௐௐ+RZௐZLOOௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐ
HQWLWLHVௐLQௐWKHVHௐUHJLRQVௐEHௐSURYLGHGௐVHUYLFHௐIRUௐ
ZDUUDQW\ௐUHSDLU"
7KHUHௐDUHௐQRௐJHRJUDSKLFௐUHJLRQVௐRIௐWKHௐ8QLWHGௐ6WDWHVௐRUௐ&DQDGDௐ DVௐ

DSSOLFDEOH
ௐIRUௐZKLFKௐ:DUGௐFDQQRWௐSURYLGHௐDௐFHUWLILHGௐWHFKQLFLDQௐWRௐSHUIRUPௐ ZDUUDQW\ௐUHSDLUVௐHLWKHUௐWKURXJKௐDௐORFDOௐFHUWLILHGௐ&RQWUDFWRU'LVWULEXWRUௐ WHFKQLFLDQௐRUௐE\ௐDௐGLUHFWௐ:DUGௐHPSOR\HH 
 :LOOௐ\RXௐFRYHUௐZDUUDQW\ௐVHUYLFHௐIRUௐLWHPVௐPDGHௐE\ௐ
RWKHUௐPDQXIDFWXUHUVௐWKDWௐDUHௐSDUWௐRIௐ\RXUௐSURSRVDOௐ
RUௐDUHௐWKHVHௐZDUUDQWLHVௐLVVXHVௐW\SLFDOO\ௐSDVVHGௐRQௐ
WRௐWKHௐRULJLQDOௐHTXLSPHQWௐPDQXIDFWXUHU"
$Q\ௐLWHPௐSXUFKDVHGௐWKURXJKௐWKLVௐSURJUDPௐIURPௐ:DUGௐZLOOௐEHௐZDUUDQWLHGௐ WKURXJKௐ:DUG 
 :KDWௐDUHௐ\RXUௐSURSRVHGௐH[FKDQJHௐDQGௐUHWXUQௐ
SURJUDPVௐDQGௐSROLFLHV"
$OOௐPDWHULDOVௐUHTXLULQJௐUHWXUQௐVKLSPHQWௐWRௐ:DUGௐIRUௐGHIHFWVௐQRUPDOௐ UHSODFHPHQWௐRUௐDQ\ௐRWKHUௐUHDVRQௐPXVWௐEHௐUHWXUQHGௐWKURXJKௐWKHௐ5HWXUQௐ 0HUFKDQGLVHௐ$XWKRUL]DWLRQௐ
50$
ௐSURFHVVௐ7KHௐUHTXHVWௐIRUௐDQௐ50$ௐQXPEHUௐ
FDQௐEHௐPDGHௐE\ௐHPDLOLQJௐ:DUGௐDWௐUHWXUQV#HMZDUGFRPௐRUௐE\ௐFDOOLQJௐ ௐ
‡ௐ5HWXUQVௐPDGHௐRXWVLGHௐWKLVௐSURFHVVௐPD\ௐFDXVHௐDQௐDFFRXQWௐWRௐQRWௐEHௐ FUHGLWHGௐFRUUHFWO\ௐZKLFKௐPD\ௐUHVXOWௐLQௐLQYRLFLQJௐHUURUVௐDQGௐRUௐGHOD\VௐLQௐ JHWWLQJௐWKHௐFRUUHFWௐPDWHULDOVௐEDFNௐWRௐRXUௐFXVWRPHUVௐ
‡ௐ5HWXUQVௐROGHUௐWKDQௐௐGD\VௐIURPௐWKHௐLQYRLFHௐGDWHௐZLOOௐEHௐVXEMHFWௐWRௐDௐௐ UHVWRFNLQJௐIHHௐ2QO\ௐSURGXFWVௐWKDWௐDUHௐLQௐFXUUHQWௐSURGXFWLRQௐZLOOௐEHௐDFFHSWHGௐ DQGௐWKHௐFXVWRPHUௐPXVWௐREWDLQௐDQௐ50$ௐLQௐDGYDQFHௐXVLQJௐ:DUG¶Vௐ50$ௐ SURFHVVௐ
‡ௐ1RௐUHIXQGVௐZLOOௐEHௐJLYHQௐ:DUGௐZLOOௐLVVXHௐDQௐDFFRXQWௐFUHGLWௐWKDWௐFDQௐEHௐ XVHGௐWRZDUGௐIXWXUHௐSXUFKDVHVௐ
‡ௐ:DUGௐUHVHUYHVௐWKHௐULJKWௐWRௐGHQ\ௐDQ\ௐUHWXUQVௐWKDWௐDUHௐRXWVLGHௐRIௐWKHௐSURGXFWௐ ZDUUDQW\ௐSHULRGௐRUௐSDVWௐWKHௐௐGD\ௐLQYRLFHௐGDWH

 'HVFULEHௐDQ\ௐVHUYLFHௐFRQWUDFWௐRSWLRQVௐIRUௐWKHௐLWHPVௐ LQFOXGHGௐLQௐ\RXUௐSURSRVDO
:DUGௐRIIHUVௐDௐFRPSOHWHௐVHUYLFHௐDQGௐVXSSRUWௐSURJUDPௐWKDWௐRIIHUVௐ6RXUFHZHOOௐ 0HPEHUVௐVHYHUDOௐVHUYLFHௐSURJUDPௐFKRLFHVௐ7KHVHௐVHUYLFHVௐLQFOXGHௐRQௐJRLQJௐ PDLQWHQDQFHௐIRUௐ:DUGௐKDUGZDUHௐLWHPV

7DEOH
3D\PHQW7HUPVDQG)LQDQFLQJ2SWLRQV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH 

:KDWௐDUHௐ\RXUௐSD\PHQWௐWHUPVௐ
HJௐQHWௐௐQHWௐ
" 1HWௐ 
 'Rௐ\RXௐSURYLGHௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐHVSHFLDOO\ௐ WKRVHௐRSWLRQVௐWKDWௐVFKRROVௐDQGௐJRYHUQPHQWDOௐHQWLWLHVௐPD\ௐ QHHGௐWRௐXVHௐLQௐRUGHUௐWRௐPDNHௐFHUWDLQௐDFTXLVLWLRQV"
:DUGௐFDQௐSURYLGHௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐRQௐDௐFDVHௐE\ௐFDVHௐ FXVWRPௐDJUHHPHQWௐEDVLV 
 %ULHIO\ௐGHVFULEHௐ\RXUௐSURSRVHGௐRUGHUௐSURFHVVௐ,QFOXGHௐ HQRXJKௐGHWDLOௐWRௐVXSSRUWௐ\RXUௐDELOLW\ௐWRௐUHSRUWௐTXDUWHUO\ௐ VDOHVௐWRௐ6RXUFHZHOOௐDVௐGHVFULEHGௐLQௐWKHௐ&RQWUDFWௐWHPSODWHௐ )RUௐH[DPSOHௐLQGLFDWHௐZKHWKHUௐ\RXUௐGHDOHUௐQHWZRUNௐLVௐ
LQFOXGHGௐLQௐ\RXUௐUHVSRQVHௐDQGௐZKHWKHUௐHDFKௐGHDOHUௐ
RUௐ
VRPHௐRWKHUௐHQWLW\
ௐZLOOௐSURFHVVௐWKHௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐ
HQWLWLHV¶ௐSXUFKDVHௐRUGHUV
$OOௐ6RXUFHZHOOௐRUGHUVௐZLOOௐEHௐIODJJHGௐDVௐVSHFLDOௐSURFHVVLQJௐWKURXJKௐ RXUௐ(53$FFRXQWLQJௐV\VWHPௐIRUௐDFFRXQWDELOLW\ௐDQGௐFRUUHFWௐSURFHVVLQJௐ $WௐWKHௐHQGௐRIௐHDFKௐTXDUWHUௐDௐUHSRUWௐLVௐUXQௐIURPௐWKHௐV\VWHPௐWKDWௐ JLYHVௐWKHௐRUGHUௐWRWDOVௐIRUௐWKHௐTXDUWHUௐ:DUGௐSURFHVVHVVௐWKHௐSXUFKDVHௐ RUGHUVௐDQGௐWKHௐ'LVWULEXWRUௐLVௐLQFOXGHGௐLQௐWKHௐSURFHVVௐ:DUGௐKDVௐ UHFHQWO\ௐLPSOHPHQWHGௐDௐQHZௐSURFHVVௐZKLFKௐZLOOௐDVVXUHௐTXDUWHUO\ௐVDOHVௐ UHSRUWLQJௐLVௐGRQHௐRQௐWLPH

 'Rௐ\RXௐDFFHSWௐWKHௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐ
SURFHVV"ௐ,IௐVRௐLVௐWKHUHௐDQ\ௐDGGLWLRQDOௐFRVWௐWRௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLWLHVௐIRUௐXVLQJௐWKLVௐSURFHVV"
<HVௐ:DUGௐDFFHSWVௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐDWௐFKDUJH 
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
7DEOH
3ULFLQJDQG'HOLYHU\
3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHTXHVWLRQVWKDWIROORZEHORZ.HHSLQPLQGWKDWUHDVRQDEOHSULFHDQGSURGXFWDGMXVWPHQWVFDQ EHPDGHGXULQJWKHWHUPRIDQDZDUGHG&RQWUDFWDVGHVULEHGLQWKH5)3WKHWHPSODWH&RQWUDFWDQGWKH6RXUFHZHOO3ULFHDQG3URGXFW &KDQJH5HTXHVW)RUP
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
 'HVFULEHௐ\RXUௐSULFLQJௐPRGHOௐ
HJௐOLQHLWHPௐGLVFRXQWVௐRUௐ
SURGXFWFDWHJRU\ௐGLVFRXQWV
ௐ3URYLGHௐGHWDLOHGௐSULFLQJௐGDWDௐ

LQFOXGLQJௐVWDQGDUGௐRUௐOLVWௐSULFLQJௐDQGௐWKHௐ6RXUFHZHOOௐ
GLVFRXQWHGௐSULFH
ௐRQௐDOOௐRIௐWKHௐLWHPVௐWKDWௐ\RXௐZDQWௐ
6RXUFHZHOOௐWRௐFRQVLGHUௐDVௐSDUWௐRIௐ\RXUௐ5)3ௐUHVSRQVHௐ,Iௐ DSSOLFDEOHௐSURYLGHௐDௐ6.8ௐIRUௐHDFKௐLWHPௐLQௐ\RXUௐSURSRVDOௐ 8SORDGௐ\RXUௐSULFLQJௐPDWHULDOVௐ
LIௐDSSOLFDEOH
ௐLQௐWKHௐGRFXPHQWௐ
XSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
:DUG
VௐDWWDFKHGௐSULFLQJௐPRGHOௐLQFOXGHVௐDௐOLVWௐSULFHௐZLWKௐDௐ6RXUFHZHOOௐ GLVFRXQWௐLQௐ86ௐGROODUVௐ:DUGௐSURYLGHVௐOLQHௐLWHPௐSULFLQJௐ7KHௐ DWWDFKHGௐSULFHௐERRNௐFRQWDLQVௐGHWDLOHGௐOLQHௐLWHPௐSULFLQJௐIRUௐHYHU\ௐ :DUGௐ6.8 
 4XDQWLI\ௐWKHௐSULFLQJௐGLVFRXQWௐUHSUHVHQWHGௐE\ௐWKHௐSULFLQJௐ SURSRVDOௐLQௐWKLVௐUHVSRQVHௐ)RUௐH[DPSOHௐLIௐWKHௐSULFLQJௐLQௐ \RXUௐUHVSRQVHௐUHSUHVHQWVௐDௐSHUFHQWDJHௐGLVFRXQWௐIURPௐ0653ௐ RUௐOLVWௐVWDWHௐWKHௐSHUFHQWDJHௐRUௐSHUFHQWDJHௐUDQJH
0653ௐZLWKௐDௐௐRIIௐOLVW

 'HVFULEHௐDQ\ௐTXDQWLW\ௐRUௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHௐ SURJUDPVௐWKDWௐ\RXௐRIIHU
:DUGௐGRHVௐQRWௐSURYLGHௐDQ\ௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHVௐ6RXUFHZHOOௐ 0HPEHUVௐZLOOௐUHFHLYHௐ:DUG
VௐEHVWௐSULFLQJௐUHJDUGOHVVௐRIௐWKHௐTXDQWLWLHVௐ
RUGHUHG

 3URSRVHௐDௐPHWKRGௐRIௐIDFLOLWDWLQJௐ³VRXUFHG´ௐSURGXFWVௐRUௐ UHODWHGௐVHUYLFHVௐZKLFKௐPD\ௐEHௐUHIHUUHGௐWRௐDVௐ³RSHQௐPDUNHW´ௐ LWHPVௐRUௐ³QRQVWDQGDUGௐRSWLRQV´ௐ)RUௐH[DPSOHௐ\RXௐPD\ௐ
VXSSO\ௐVXFKௐLWHPVௐ³DWௐFRVW´ௐRUௐ³DWௐFRVWௐSOXVௐDௐSHUFHQWDJH´ௐ RUௐ\RXௐPD\ௐVXSSO\ௐDௐTXRWHௐIRUௐHDFKௐVXFKௐUHTXHVW
:DUGௐSURYLGHVௐDௐTXRWHௐIRUௐHDFKௐVSHFLILFௐVRXUFHGௐSURGXFWௐRUௐௐ QRQVWDQGDUGௐRSWLRQVUHTXHVW

 ,GHQWLI\ௐDQ\ௐHOHPHQWௐRIௐWKHௐWRWDOௐFRVWௐRIௐDFTXLVLWLRQௐWKDWௐLV ௐ 127ௐLQFOXGHGௐLQௐWKHௐSULFLQJௐVXEPLWWHGௐZLWKௐ\RXUௐUHVSRQVHௐ 7KLVௐLQFOXGHVௐDOOௐDGGLWLRQDOௐFKDUJHVௐDVVRFLDWHGௐZLWKௐDௐ SXUFKDVHௐWKDWௐDUHௐQRWௐGLUHFWO\ௐLGHQWLILHGௐDVௐIUHLJKWௐRUௐ VKLSSLQJௐFKDUJHVௐ)RUௐH[DPSOHௐOLVWௐFRVWVௐIRUௐLWHPVௐOLNHௐSUH GHOLYHU\ௐLQVSHFWLRQௐLQVWDOODWLRQௐVHWௐXSௐPDQGDWRU\ௐWUDLQLQJௐRUௐ LQLWLDOௐLQVSHFWLRQௐ,GHQWLI\ௐDQ\ௐSDUWLHVௐWKDWௐLPSRVHௐVXFKௐFRVWVௐ DQGௐWKHLUௐUHODWLRQVKLSௐWRௐWKHௐ3URSRVHU
$OOௐDSSOLFDEOHௐSULFLQJௐLVௐLQFOXGHGௐLQௐWKHௐ:DUGௐVXEPLWWHGௐSULFLQJௐ GRFXPHQWௐRWKHUௐWKDQௐVKLSSLQJ

 ,IௐIUHLJKWௐGHOLYHU\ௐRUௐVKLSSLQJௐLVௐDQௐDGGLWLRQDOௐFRVWௐWRௐWKHௐ 6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐGHVFULEHௐLQௐGHWDLOௐWKHௐ FRPSOHWHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐSURJUDP
6KLSSLQJௐSULFLQJௐLVௐQRWௐLQFOXGHGௐLQௐWKHௐ:DUGௐSULFLQJௐ6KLSSLQJௐSULFLQJௐ LVௐSURGXFWௐVSHFLILFௐDORQJௐZLWKௐWKHௐDSSOLFDEOHௐTXDQWLWLHVௐ:DUGௐ FXVWRPHUௐVKLSPHQWVௐDUHௐVKLSSHGௐ*URXQGௐEXWௐ:DUGௐDOVRௐRIIHUVௐDௐ H[SHGLWHGௐVKLSSLQJௐSURJUDP


6SHFLILFDOO\ௐGHVFULEHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐWHUPVௐR Uௐ SURJUDPVௐDYDLODEOHௐIRUௐ$ODVNDௐ+DZDLLௐ&DQDGDௐRUௐDQ\ௐ
RIIVKRUHௐGHOLYHU\
:DUGௐZLOOௐJHQHUDWHௐDௐTXRWHௐVSHFLILFௐWRௐVKLSSLQJௐFRVWVௐIRUௐ$ODVNDௐ +DZDLLௐ&DQDGDௐRUௐDQ\ௐRIIVKRUHௐGHOLYHU\ 
 'HVFULEHௐDQ\ௐXQLTXHௐGLVWULEXWLRQௐDQGRUௐGHOLYHU\ௐPHWKRGVௐRUௐ RSWLRQVௐRIIHUHGௐLQௐ\RXUௐSURSRVDO
:DUGௐRIIHUVௐDQௐH[SHGLWHGௐVKLSSLQJௐSURJUDPௐRQௐDௐSHUௐVKLSPHQWௐEDVLV  7DEOH
3ULFLQJ2IIHUHG
/LQH
,WHP 7KH3ULFLQJ2IIHUHGLQWKLV3URSRVDOLV

&RPPHQWV
 FEHWWHUWKDQWKH3URSRVHUW\SLFDOO\RIIHUVWR*32VFRRSHUDWLYHSURFXUHPHQWRUJDQL]DWLRQVRUVWDWHSXUFKDVLQJ GHSDUWPHQWV
3OHDVHௐUHIHUௐWRௐWKHௐ:DUGௐ
3ULFHௐ%RRNௐLQௐWKHௐ'RFXPHQWV
ௐ
6HFWLRQ
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
7DEOH
$XGLWDQG$GPLQLVWUDWLYH)HH
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
 6SHFLILFDOO\ௐGHVFULEHௐDQ\ௐVHOIDXGLWௐSURFHVVௐRUௐSURJUDPௐWKDWௐ\RXௐ SODQௐWRௐHPSOR\ௐWRௐYHULI\ௐFRPSOLDQFHௐZLWKௐ\RXUௐSURSRVHGௐ&RQWUDFWௐ ZLWKௐ6RXUFHZHOOௐ7KLVௐSURFHVVௐLQFOXGHVௐHQVXULQJௐWKDWௐ6RXUFHZHOOௐ SDUWLFLSDWLQJௐHQWLWLHVௐREWDLQௐWKHௐSURSHUௐSULFLQJௐWKDWௐWKHௐ9HQGRUௐ UHSRUWVௐDOOௐVDOHVௐXQGHUௐWKHௐ&RQWUDFWௐHDFKௐTXDUWHUௐDQGௐWKDWௐWKHௐ 9HQGRUௐUHPLWVௐWKHௐSURSHUௐDGPLQLVWUDWLYHௐIHHௐWRௐ6RXUFHZHOO :DUGௐDOUHDG\ௐKDVௐDQௐH[LWLQJௐSURFHVVௐLQௐSODFHௐIRUௐ,GHQWLI\LQJௐ 6RXUFHZHOOௐ&XVWRPHUVௐ6RXUFHZHOOௐ3ULFHௐ$VVXUDQFHௐ
&DOFXODWLQJௐ6DOHVௐDQGௐ5HPLWWDQFHௐRIௐ$GPLQLVWUDWLYHௐIHHV ௐ7KHௐ
SURFHVVௐOLVWHGௐEHORZௐLVௐFXUUHQWO\ௐLQௐXVHௐIRUௐFXUUHQWௐ:DUGௐ FRQWUDFWV
Dௐ&XVWRPHUௐRUGHUVௐUHFHLYHGௐWKURXJKௐWKHௐ6RXUFHZHOOௐSURJUDPௐ DUHௐVHWXSௐLQௐWKHௐ:DUGௐ$FFRXQWLQJௐV\VWHPௐZLWKௐWKHௐFRGHௐ
6RXUFHZHOOௐௐDVௐWKHௐ³&XVWRPHUௐ7\SH´ௐௐ7KLVௐLGHQWLILHVௐWKHௐ SURSHUௐSULFLQJௐIRUௐWKHௐRUGHUௐDQGௐHQVXUHVௐWKDWௐWKHௐDVVRFLDWHGௐ VDOHVௐDUHௐFDOFXODWHGௐDQGௐUHSRUWHGௐDFFXUDWHO\
Eௐ8VLQJௐWKHௐ:DUGௐ$FFRXQWLQJௐV\VWHPௐVHOHFWௐWKHௐ$FFRXQWVௐ 5HFHLYDEOHௐ0HQXௐWKHQௐVHOHFWௐ5HSRUWVௐDQGௐ³&XVWRPHUௐ/LVWLQJ´ௐௐ $WௐWKHௐ&XVWRPHUௐ/LVWLQJௐVFUHHQௐHQWHUௐ³6RXUFHZHOOௐ´ௐQH[WௐWRௐ FXVWRPHUௐW\SHௐDQGௐWKHQௐSULQWௐWKHௐUHSRUW
Fௐ)URPௐWKHௐ:DUGௐ$FFRXQWVௐ5HFHLYDEOHௐPHQXௐVHOHFWௐ5HSRUWVௐ DQGௐWKHQௐVHOHFWௐ³$FFRXQWVௐ5HFHLYDEOHௐ,QYRLFHௐ+LVWRU\´ௐௐ(QWHUௐ WKHௐ&XVWRPHUௐQXPEHU
V
ௐLWHPL]HGௐRQௐWKHௐSUHYLRXVௐUHSRUWௐDQGௐ
VHOHFWௐWKHௐGDWHௐUDQJHௐIRUௐWKHௐTXDUWHUௐWKDWௐLVௐEHLQJௐUHSRUWHGௐௐ 3ULQWௐWKHௐUHSRUW
Gௐ(QWHUௐVDOHVௐLQWRௐ6RXUFHZHOOௐV\VWHPௐXVHௐWKHௐGDWDௐIURPௐWKHௐ SUHFHGLQJௐUHSRUW
Hௐ5HPLWௐDQ\ௐDVVRFLDWHGௐIHHVௐWRௐ6RXUFHZHOO

 ,GHQWLI\ௐDௐSURSRVHGௐDGPLQLVWUDWLYHௐIHHௐWKDWௐ\RXௐZLOOௐSD\ௐWRௐ 6RXUFHZHOOௐIRUௐIDFLOLWDWLQJௐPDQDJLQJௐDQGௐSURPRWLQJௐWKHௐ6RXUFHZHOOௐ &RQWUDFWௐLQௐWKHௐHYHQWௐWKDWௐ\RXௐDUHௐDZDUGHGௐDௐ&RQWUDFWௐௐ7KLVௐIHHௐLVௐ W\SLFDOO\ௐFDOFXODWHGௐDVௐDௐSHUFHQWDJHௐRIௐ9HQGRU¶VௐVDOHVௐXQGHUௐWKHௐ &RQWUDFWௐRUௐDVௐDௐSHUXQLWௐIHH
ௐLWௐLVௐQRWௐDௐOLQHLWHPௐDGGLWLRQௐWRௐWKHௐ
0HPEHU¶VௐFRVWௐRIௐJRRGVௐ
6HHௐWKHௐ5)3ௐDQGௐWHPSODWHௐ&RQWUDFWௐIRUௐ
DGGLWLRQDOௐGHWDLOV

:DUGௐZLOOௐXWLOL]HௐDௐௐ,))ௐSHUFHQWDJHௐௐ:DUGௐZLOOௐSURYLGHௐ DIWHUௐ&RQWUDFWௐ$ZDUGௐRXUௐFRPSOHWHௐOLQHௐLWHPௐSULFLQJௐLQௐDௐ VHDUFKDEOHௐVSUHDGVKHHWௐWRௐ6RXUFHZHOOௐLIௐUHTXHVWHG

7DEOH$
'HSWKDQG%UHDGWKRI2IIHUHG(TXLSPHQW3URGXFWVDQG6HUYLFHV /LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 3URYLGHௐDௐGHWDLOHGௐGHVFULSWLRQௐRIௐWKHௐ
HTXLSPHQWௐSURGXFWVௐDQGௐVHUYLFHVௐWKDWௐ\RXௐ
DUHௐRIIHULQJௐLQௐ\RXUௐSURSRVDO
:DUGௐRIIHUVௐ6RXUFHZHOOௐ0HPEHUVௐDௐPXOWLWXGHௐRIௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐPHHWௐWKHLUௐ IXHOௐDQGௐIOXLGௐVWRUDJHௐQHHGVௐ:DUGௐKDVௐLQFOXGHGௐSURGXFWௐVSHFLILFௐOLWHUDWXUHௐLQௐWKHௐ 'RFXPHQWVௐ6HFWLRQௐRIௐRXUௐSURSRVDOௐEXWௐWKHௐIROORZLQJௐKLJKOLJKWVௐVHYHUDOௐRIௐ:DUG Vௐ
SURGXFWVௐDQGௐVHUYLFHV
,R7ௐ)XHOௐ&RQWUROௐ7HUPLQDO
:LWKௐ:DUG
Vௐ,QWHUQHWௐRIௐ7KLQJVௐ)XHOௐ&RQWUROௐ7HUPLQDOௐ
,R7ௐ)&7
ௐWKHௐXVHUௐLVௐDOZD\Vௐ
FRQQHFWHGௐ7KHௐ,R7ௐ)&7ௐFRPPXQLFDWHVௐLQௐUHDOWLPHௐDQGௐLVௐIXOO\ௐLQWHJUDWHGௐDQGௐ V\QFKURQL]HGௐZLWKௐ:DUG
Vௐ:ௐ)XHOௐ9LHZௐVRIWZDUHௐ'DWDௐULFKௐGLVSOD\ௐVFUHHQVௐLQFOXGHௐ IXHOௐGLVSHQVLQJௐYROXPHVௐDQGௐSXPSௐVWDWXVௐLQGLFDWRUVௐ7KHௐ,R7ௐ)&7ௐDOORZVௐLQVWDQWௐ UHPRWHௐIXHOLQJௐDXWKRUL]DWLRQVௐGLDJQRVWLFVௐDQGௐXSGDWHVௐDVௐZHOOௐDVௐLQFUHDVHGௐPHPRU\ௐ DQGௐVWRUDJHௐFDSDFLW\ௐ6WDQGDUGௐDXWKRUL]DWLRQௐPHWKRGVௐDUHௐIXOO\ௐDXWRPDWHGௐDQGௐௐ VHFXUHௐXVLQJௐ:DUGௐ&$1FHLYHUŒௐ)XHOௐ7DJௐDQGௐ+RVHௐ0RGXOHௐRUௐRWKHUௐDFFHVVௐ PHWKRGVௐ6RXUFHZHOOௐ0HPEHUVௐZLOOௐKDYHௐWKHௐDELOLW\ௐWRௐVWRUHௐXSௐWRௐDௐPLOOLRQௐ HPSOR\HHVௐYHKLFOHVௐDQGௐWUDQVDFWLRQௐUHFRUGV
7KHௐ,R7ௐ)&7ௐLQWHUIDFHVௐZLWKௐJDVROLQHௐGLHVHOௐ&1*ௐSURSDQHௐDQGௐRWKHUௐIXHOௐDQGௐIOXLGௐ GLVSHQVLQJௐGHYLFHVௐDQGௐHOHFWULFௐYHKLFOHௐFKDUJLQJௐVWDWLRQV ௐFRQWUROOLQJௐXSௐWRௐWHQௐIXHOௐ
SXPSVௐRUௐRWKHUௐIOXLGௐGLVSHQVHUVௐ,QGXVWULDOௐJUDGHௐFRPSRQHQWVௐDQGௐSRZGHUௐFRDWௐILQLVKௐ ZLWKVWDQGVௐWKHௐKDUVKHVWௐHQYLURQPHQWVௐSURYLGLQJௐGHSHQGDEOHௐSHUIRUPDQFH 0HPRU\ௐ7\SH6WRUDJHௐ&DSDFLW\
7KHௐ,R7ௐ)&7ௐGRZQORDGVௐGDWDௐLQGHSHQGHQWO\ௐDQGௐXWLOL]HVௐDௐVLQJOHௐERDUGௐ&38ௐKDVௐDௐ PHPRU\ௐFDSDFLW\ௐRIௐௐ*Eௐ5$0ௐDQGௐXVHVௐDQௐௐ*EௐLQGXVWULDOௐUDWHGௐFRPSDFWௐIODVKௐ KDUGௐGULYH
.H\ௐ)HDWXUHV
‡ௐ5(67ௐEDVHGௐ$3,ௐIRUௐUREXVWௐVHFXULW\ௐFRPPXQLFDWLRQௐDQGௐVFDODELOLW\ ‡
ௐ,QWHOŒௐ'XDOௐ&RUHௐ3URFHVVRU
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
‡ௐ5HDOWLPHௐSXPSௐDQGௐWDQNௐVWDWXVௐWUDQVDFWLRQVௐDOHUWV
‡ௐ5HPRWHௐIXHOLQJௐDXWKRUL]DWLRQௐGLDJQRVWLFVௐXSGDWHVௐDQGௐUHVWDUW ‡ௐ(9ௐFKDUJLQJௐVWDWLRQௐFRPSDWLELOLW\
‡ௐ&XVWRPௐIXHOLQJௐVFULSWV
‡ௐ([WHQVLEOHௐIUDPHZRUNௐHQVXUHVௐIXWXUHௐWHFKQRORJLHVௐFRPSDWLELOLW\ ‡ௐ6HOIௐUHJLVWHULQJௐIRUௐSOXJௐDQGௐSOD\ௐLQVWDOODWLRQ
‡ௐ,QVWDQWௐRUௐXVHUௐFRQWUROOHGௐXSGDWHௐWLPLQJ
‡ௐ'XUDEOHௐSRZGHUௐFRDWௐILQLVK
6SHFLILFDWLRQV

ௐ‡ௐ,QWHOŠௐ$WRPŒௐ(ௐGXDOௐFRUH
ௐௐ*+]ௐFRUHௐVSHHG
‡ௐௐ*EௐLQGXVWULDOௐJUDGHௐP6DWDௐ66'ௐ

XSJUDGHDEOH

‡ௐ:LQGRZVௐௐ,R7ௐ(QWHUSULVH
ௐ,QWHOŠௐ(ௐ$WRPŒௐ3URFHVVRU
‡ௐ5(67ௐEDVHGௐ$3,
ௐ+773666/
ௐ&DWௐௐ7&3,3
ௐ:L)L
ௐKDUGௐZLUH
:DUGௐ0RELOHௐ7UXFNௐ7HUPLQDO
7KHௐ:DUGௐ)&777ௐLVௐDௐUXJJHGௐDQGௐGXUDEOHௐPRELOHௐIXHOௐFRQWUROOHUௐGHVLJQHGௐDURXQGௐDௐ PRGXODUௐFKDVVLVௐIRUௐHDV\ௐVHUYLFHDELOLW\ௐ7KHௐ:DUGௐ)&777ௐFDQௐEHௐLQVWDOOHGௐRQௐ 6RXUFHZHOOௐ0HPEHUVௐPRELOHௐIXHOLQJௐWUXFNௐHTXLSPHQWௐ
:ௐ)XHOௐ9LHZௐ6RIWZDUH
:DUGௐ:ௐ)XHOௐ9LHZௐLVௐWKHௐLQGXVWU\¶VௐPRVWௐIOH[LEOHௐDQGௐFRPSUHKHQVLYHௐWRROௐIRUௐIOHHW ZLGHௐIXHOௐPDQDJHPHQWௐ&RQWUROௐDQGௐDXWRPDWHௐDFFHVVௐWRௐIXHOLQJௐW\SHௐTXDQWLW\ௐDQGௐ IUHTXHQF\ௐ0RQLWRUௐNH\ௐSHUIRUPDQFHௐLQGLFDWRUVௐDQGௐLPSOHPHQWௐYDOLGDWLRQௐUXOHVௐRQௐIXHOௐ PDQDJHPHQWௐDQGௐYHKLFOHௐWHOHPDWLFVௐWRௐSURGXFWௐFRPSUHKHQVLYHௐWUDQVDFWLRQௐUHFRUGVௐIRUௐ YHKLFOHVௐGULYHUVௐDQGௐVWRUDJHௐWDQNV
)XHOௐ9LHZௐLVௐH[WUHPHO\ௐHDV\ௐWRௐXVHௐDQGௐUHTXLUHVௐPLQLPDOௐWUDLQLQJௐ)URPௐWKHௐHDV\ௐWRௐ QDYLJDWHௐ+RPHௐVFUHHQௐWRௐWKHௐFRPSUHKHQVLYHௐOLVWௐRIௐGLUHFWRU\ௐUHVRXUFHVௐ)XHOௐ9LHZௐ SURYLGHVௐXVHUVௐZLWKௐWKHௐWRROVௐWKH\ௐQHHGௐWRௐDFFHVVௐDௐPXOWLWXGHௐRIௐGDWDௐ7HPSODWHVௐ SURYLGHௐIDVWHUௐVHWXSௐUHGXFHGௐHQWU\ௐHUURUௐDQGௐLQFUHDVHௐUHSRUWLQJௐFRQVLVWHQF\ௐ7KHௐ EURZVHUௐEDVHGௐLQWHUIDFHௐDOORZVௐIRUௐHDVLO\ௐDGGLQJௐPRGLI\LQJௐDQGௐUHPRYLQJௐDVVHWௐDQGௐ HPSOR\HHௐLQIRUPDWLRQ
0XOWLSOHௐ$W$*ODQFHௐVFUHHQVௐJURXSௐOHYHOௐUHSRUWVௐDQGௐDXGLWௐWUDLOVௐHQVXUHௐWRWDOௐ DFFRXQWDELOLW\ௐDOOௐLQௐUHDOௐDQGௐQHDUUHDOௐWLPHௐ%XVLQHVVௐLQWHOOLJHQFHௐEDVHGௐUHSRUWLQJௐDQGௐ TXHU\ௐIXQFWLRQDOLW\ௐIRUௐIXHOLQJௐWUDQVDFWLRQVௐWHOHPDWLFVௐGULYHUௐEHKDYLRUௐWDQNௐLQYHQWRU\ௐ ELOOLQJௐSHUVRQQHOௐDQGௐPRUHௐSURYLGHௐGHWDLOHGௐGHFLVLRQௐPDNLQJௐGDWD ([WHQVLYHௐ5HSRUWLQJௐ&DSDELOLW\
:LWKௐDௐODUJHௐYDULHW\ௐRIௐVWDQGDUGௐUHSRUWVௐWKHௐ6RXUFHZHOOௐ0HPEHUVௐRSHUDWLRQௐIURPௐWKHௐ PRVWௐVHQLRUௐOHYHOௐWRௐVKRSௐIORRUௐSHUVRQQHOௐZLOOௐKDYHௐDFFHVVௐWRௐIOHHWௐGDWDௐLQFOXGLQJௐIXHOௐ FRQVXPSWLRQௐE\ௐGHSDUWPHQWௐVXEௐGHSDUWPHQWௐDJHQF\ௐIOHHWௐW\SHௐORFDWLRQௐHWFௐ+LJKௐ OHYHOௐGDVKERDUGVௐJLYHௐDFFHVVௐWRௐIOHHWௐLQIRUPDWLRQௐTXLFNO\ௐDQGௐHIILFLHQWO\ௐZKLOHௐ DXWRPDWHGௐUHSRUWVௐDQGௐDOHUWVௐLPPHGLDWHO\ௐQRWLI\ௐDSSURSULDWHௐXVHUVௐRIௐHPHUJLQJௐ SUREOHPVௐRUௐFXVWRPௐEXVLQHVVௐUHTXLUHPHQWVௐ)XHOௐ9LHZௐ:ௐFDQௐFUHDWHௐFXVWRPௐUHSRUWVௐ H[DFWO\ௐWRௐPHHWௐ\RXUௐEXVLQHVVௐUHTXLUHPHQWV
'DWDௐHQWU\ௐVFUHHQVௐSURYLGHௐXVHUVௐWKHௐDELOLW\ௐWRௐDGGௐXSGDWHௐGHOHWHௐDQGௐTXHU\ௐWKHௐ LQIRUPDWLRQௐFRQWDLQHGௐLQௐWKHௐGDWDEDVHௐௐ'DWDௐHQWU\ௐVFUHHQVௐDOVRௐSURYLGHௐDௐFRQVLVWHQWௐ LQWHUIDFHௐZLWKௐWKHௐDSSURSULDWHௐGDWDௐ$OOௐGDWDௐHQWU\ௐVFUHHQVௐDUHௐDFFHVVLEOHௐIURPௐDௐ FHQWUDOௐPHQXௐV\VWHPௐDQGௐGHVLJQHGௐIRUௐHDVHௐRIௐXVHௐDQGௐPD[LPXPௐHIILFLHQF\ௐௐ .H\ௐ9DOXHV
‡ௐ/RZHUௐDQGௐPDQDJHௐIOHHWௐRSHUDWLQJௐFRVWV
‡ௐ$XWRPDWHGௐDFFHVVௐSURYHVௐGHFUHDVHGௐWLPHௐIXHOௐLVODQGௐWLPH ‡ௐ8VHUௐ,'ௐYHULILFDWLRQௐHQVXUHVௐDEVROXWHௐFHUWDLQW\ௐHYHU\ௐGURSௐRIௐIXHOௐJRHVௐLQWRௐWKHௐ LGHQWLILHGௐYHKLFOH
‡ௐ'HFUHDVHௐUHVSRQVHௐWLPHௐZLWKௐFXVWRPL]DEOHௐDOHUWVௐDQGௐDODUPVௐIRUௐIXHOௐWUDQVDFWLRQVௐ YHKLFOHௐXVDJHௐDQGௐVWRUDJHௐWDQNௐOHYHOV
‡ௐ)DVWௐDFFXUDWHௐIOHHWௐDQDO\VLVௐZLWKௐSUHSURJUDPPHGௐFRPSOH[ௐGDWDVHWVௐWRௐSULQWௐVKDUHௐ RUௐH[SRUW
6RIWZDUHௐDVௐDௐ6HUYLFH
:DUG¶Vௐ)XHOௐ9LHZௐ6DD6ௐSODWIRUPௐLVௐVLPSOHௐWRௐXVHௐDQGௐDOORZVௐGHSOR\VௐIXHOௐFRQWUROௐ DQGௐWHOHPDWLFVௐDFURVVௐPXOWLSOHௐUHJLRQVௐGLYLVLRQVௐDQGௐGHSDUWPHQWVௐDYRLGLQJௐWKHௐ RSHUDWLRQDOௐFRVWVௐDVVRFLDWHGௐZLWKௐQHWZRUNௐH[SDQVLRQௐ,QGLYLGXDOO\ௐWDLORUHGௐVROXWLRQVௐ HQVXUHௐPD[LPXPௐSHUIRUPDQFHௐDQGௐUHPDLQௐDGDSWLYHௐWRௐ\RXUௐRUJDQL]DWLRQDOௐQHHGVௐ$OOௐ IXWXUHௐXSJUDGHVௐDUHௐLQFOXGHG
1Rௐ'RZQ7LPHௐ:LWKௐ%XLOW,Qௐ'LVDVWHUௐ5HFRYHU\
'DWDEDVHVௐDUHௐPLUURUHGௐLQௐUHDOWLPHௐEDFNHGௐXSௐKRXUO\ௐDQGௐPRYHGௐ$OOௐGLVDVWHUௐ UHFRYHU\ௐPDWHULDOௐUHVLGHVௐLQௐPXOWLSOHௐORFDWLRQVௐ$ௐIXOOௐEXVLQHVVௐFRQWLQXLW\GLVDVWHUௐ UHFRYHU\ௐSODQௐLVௐLQௐSODFHௐIRUௐHDFKௐFXVWRPHUௐZLWKௐKDUGZDUHௐIDLOௐRYHUௐV\VWHPVௐWHVWHGௐ TXDUWHUO\ௐ&XVWRPHUVௐDUHௐQRWLILHGௐLPPHGLDWHO\ௐLIௐDௐGLVDVWHUௐRUௐUHFRYHU\ௐSURFHVVௐLVௐ LP

SOHPHQWHG

Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
,QWHUIDFHV
:DUGௐ6DD6ௐRIIHUVௐWKHௐRSWLRQௐIRUௐHDFKௐFXVWRPHUௐWRௐFXVWRPL]HௐH[SRUWVௐDQGௐLPSRUWVௐ EHWZHHQௐPXOWLSOHௐIOHHWௐPDQDJHPHQWௐVRIWZDUHௐSURGXFWVௐIXHOௐFDUGVௐVXFKௐDVௐ:(;ௐ86ௐ %DQNௐ±ௐ9R\DJHUௐDFFRXQWLQJௐ+5ௐDQGௐDFFHVVௐEDGJHௐVHFXULW\ௐILOHVௐ6LQFHௐ:DUGௐ HPSOR\VௐRXUௐRZQௐZRUOGFODVVௐVRIWZDUHௐGHYHORSPHQWௐVWDIIௐQRௐUHTXHVWௐLVௐRXWௐRIௐUHDFKௐ IRUௐDௐFXVWRPL]HGௐVRIWZDUHௐDGGLWLRQௐWRௐPHHWௐLQGLYLGXDOௐEXVLQHVVௐUHTXLUHPHQWV &$1FLHYHUௐ:ௐ7HOHPDWLFௐ6ROXWLRQ
7KHௐ&$1FHLYHUௐ:ௐFRPELQHVௐIOHHWௐIXHOLQJௐZLWKௐYHKLFOHௐDQGௐGULYHUௐEHKDYLRUௐGDWDௐ UHWULHYDOௐLQWRௐRQHௐGHYLFHௐHQDEOLQJௐWKHௐ6RXUFHZHOOௐ0HPEHUVௐWRௐPRQLWRUௐDQGௐFROOHFWௐ FUXFLDOௐGDWDௐRQௐYHKLFOHௐSHUIRUPDQFHௐௐ7KHௐ&DQFHLYHUௐ:ŒௐLVௐDQௐ$OOLQ2QHௐGHYLFHௐWRௐ VXSSRUWௐERWKௐOLJKWௐDQGௐKHDY\ௐGXW\ௐPRGHOVௐௐ2%'ௐGDWDௐFDSWXUHGௐLVௐWUDQVPLWWHGௐWKURXJKௐ WKHௐXWLOL]DWLRQௐRIௐ:L)LௐDQGௐILUPZDUHௐFDQௐEHௐFKDQJHGௐ27$ 7KHௐPRVWௐDGYDQFHGௐLQYHKLFOHௐGHYLFHௐDYDLODEOHௐIXOO\ௐDXWRPDWHVௐIXHOLQJௐYHKLFOHௐ WUDFNLQJௐDQGௐGULYHUௐSHUIRUPDQFHௐPRQLWRULQJௐZLWKௐRQHௐVLPSOHௐWRௐLQVWDOOௐLQWHUIDFHௐ 6RXUFHZHOOௐ0HPEHUVௐFDQௐVHOHFWௐWKHௐFDSWXUHௐUDWHௐDQGௐWLPLQJௐRIௐHDFKௐ2%'ௐDWWULEXWHௐ HDFKௐYHKLFOHௐSUHVHQWVௐDVௐZHOOௐDVௐXQFRYHUௐLGOHௐWLPHௐXVDJHௐUDSLGௐDFFHOHUDWLRQௐKDUVKௐ EUHDNLQJௐDQGௐPRUH
6HFXUHௐXVHUௐOHYHOௐIOH[LELOLW\ௐFDSWXUHVௐDQGௐDGGVௐRQO\ௐWKHௐIHDWXUHVௐ\RXௐQHHGௐWRௐPDQDJHௐ \RXUௐIOHHWௐDQGௐHDVLO\ௐH[SDQGVௐIXQFWLRQVௐDVௐQHHGHGௐ%RWKௐOLJKWௐDQGௐKHDY\ௐGXW\ௐ YHKLFOHVௐDUHௐVXSSRUWHGௐ
.(<ௐ%(1(),76
‡ௐௐVHFXULW\ௐIRUௐIXHOௐDQGௐRWKHUௐIOXLGV
‡ௐ)XHOௐ$XWKRUL]DWLRQௐ±ௐZKHQௐLQVWDOOHGௐZLWKௐ:DUGௐ(07DJ
‡ௐ(OLPLQDWHVௐRSHUDWRUௐHQWU\ௐRIௐRGRPHWHUௐ
‡ௐ6LPSOHௐIDVWௐLQVWDOODWLRQ
‡ௐ3URYHQௐ52,ௐDQGௐORZHVWௐRYHUDOOௐFRVWௐRIௐRZQHUVKLS
‡ௐ,PSURYHௐGULYHUௐEHKDYLRUௐWKURXJKௐRSWLRQDOௐ3DVVLYHௐ*36ௐ7UDFNLQJ ‡ௐ6$(ௐ-
ௐ6$(ௐ-
ௐ6$(ௐ-
ௐ6$(ௐ-


ௐ6$(ௐ-

ௐ6$(ௐ-

6$(ௐ
-
ௐ,62ௐ

ௐ,62ௐ

ௐVDQGௐ,62ௐௐDQGௐPRUH
‡ௐ2%',,ௐ'DWDௐ-

ௐ$WWULEXWHVௐ&DSWXUHGௐZLWKௐ'ULYHUௐ%HKDYLRUௐ,QGLFDWRUV
7DQNௐ/HYHOௐ0DQDJHPHQW
7KHௐ:DUGௐ$XWRPDWHGௐ)XHOௐ&RQWUROௐ6\VWHPௐSURYLGHVௐWKHௐ(QWHUSULVHௐYLVLELOLW\ௐDQGௐ FRQWUROௐRIௐDOOௐEXONௐIXHOௐVWRUDJHௐௐ:DUGௐ)XHOௐ9LHZ¶VௐHDV\ௐWRௐXVHௐVRIWZDUHௐZLOOௐHQVXUHௐ 6RXUFHZHOOௐ0HPEHUVௐJHWௐWKHௐPRVWௐRXWௐRIௐ\RXUௐWDQNௐPRQLWRULQJௐHTXLSPHQWௐ7KHௐ SURGXFWௐLVௐGHVLJQHGௐWRௐDXWRPDWHௐGDWDௐFROOHFWLRQௐDQGௐFRXSOHௐWKLVௐGDWDௐZLWKௐDௐIOH[LEOHௐ UHSRUWௐJHQHUDWLRQௐ
'DVKERDUGVௐIRUௐEXONௐVWRUDJHௐDWௐWKHௐ(QWHUSULVHௐOHYHOௐRUௐEDVHGௐRQௐXVHUௐSHUPLVVLRQVௐ FDQௐEHௐYLHZHGௐWRௐJLYHௐDௐVQDSVKRWௐRIௐWKHௐ%XONௐ)XHOௐFRQGLWLRQVௐ IXHOௐOHYHOVௐUHRUGHUVௐ
SRLQWVௐDODUPVௐHWF
ௐLQௐWKHௐ)XHOௐ9LHZௐDSSOLFDWLRQௐRUௐUHSRUWVௐFDQௐEHௐJHQHUDWHGௐDQGௐ SULQWHGௐIURPௐWKHௐGDWDௐWKDWௐLVௐVWRUHGௐLQௐWKHௐGDWDEDVHௐ$GGLWLRQDOO\ௐDOHUWVௐRQௐFDQௐEHௐ VHQWௐYLDௐHPDLOௐRUௐWH[WௐPHVVDJHௐWRௐUHVSRQVLEOHௐ6RXUFHZHOOௐPHPEHUV 2PQWHFௐ7DQNௐ/HYHOௐ6HQVRUVௐ
3527(86.ௐFRQWUROOHUௐZLWKௐLWVௐSURYHQௐUHOLDELOLW\ௐDGYDQFHGௐWHFKQRORJ\ௐYHUVDWLOLW\ௐ VFDODELOLW\ௐDQGௐHQKDQFHGௐIHDWXUHVௐSDFNDJHGௐZLWKௐLQYHQWRU\ௐRQO\ௐSUREHVௐVWDLQOHVVௐVWHHOௐ IORDWVௐDQGௐ$67ௐ&DSௐ$VVHPEO\ௐ.LWௐWRௐRIIHUௐDQௐHFRQRPLFDOௐVROXWLRQௐIRUௐPRQLWRULQJௐ DERYHௐJURXQGௐVWRUDJHௐWDQNV7KHௐ3527(863.ௐDFFHSWVௐXSௐWRௐௐRIௐ2017(&¶Vௐ %ULJKWௐ(\HŒௐ
%;ௐ6HULHV
ௐ6HQVRUVௐIRUௐGLVWLQJXLVKLQJௐSURGXFWௐIURPௐZDWHUௐRUௐIRUௐVLPSO\ௐ GHWHFWLQJௐWKHௐSUHVHQFHௐRIௐOLTXLGௐ$ௐGLVWLQFWௐDGYDQWDJHௐRIௐ%ULJKWௐ(\HௐVHQVRUVௐLVௐWKH\ௐ DUHௐQHWZRUNHGௐDQGௐXWLOL]HௐIRXUௐZLUHௐEXVௐWHFKQRORJ\ௐௐ$ௐEXLOWௐLQௐPLFURSURFHVVRUௐJLYHVௐ HDFKௐVHQVRUௐWKHௐDELOLW\ௐWRௐLGHQWLI\ௐLWVHOIௐDQGௐLWVௐORFDWLRQௐZKLFKௐLVௐGLVSOD\HGௐDORQJௐZLWKௐ DODUPௐFRQGLWLRQVௐRQௐWKHௐLQFKௐFRORUௐWRXFKௐVFUHHQௐJUDSKLFௐGLVSOD\ :DUGௐDOVRௐSURYLGHVௐLQVWDOODWLRQௐVHUYLFHVௐIRUௐDOOௐ:DUGௐSURGXFWVௐ:DUGௐUHTXLUHVௐHDFKௐ WHFKQLFLDQௐWRௐEHௐ:DUGௐFHUWLILHGௐ:DUGௐDOVRௐXWLOL]HVௐUHJLRQDOௐEDVHGௐ'LVWULEXWRUVௐWRௐ SURYLGHௐLQVWDOODWLRQௐDQGௐVHUYLFHௐRQௐ:DUGௐSURGXFWV
 :LWKLQௐWKLVௐ5)3ௐFDWHJRU\ௐWKHUHௐPD\ௐEHௐ
VXEFDWHJRULHVௐRIௐVROXWLRQVௐ/LVWௐVXEFDWHJRU\ௐ
WLWOHVௐWKDWௐEHVWௐGHVFULEHௐ\RXUௐSURGXFWVௐDQGௐ
VHUYLFHV
)XHOௐ0DQDJHPHQWௐ7DQNௐ0RQLWRULQJௐ)XHOௐ/HYHOௐ0RQLWRULQJ 
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
7DEOH%
'HSWKDQG%UHDGWKRI2IIHUHG(TXLSPHQW3URGXFWVDQG6HUYLFHV ,QGLFDWHEHORZLIWKHOLVWHGW\SHVRUFODVVHVRIHTXLSPHQWSURGXFWVDQGVHUYLFHVDUHRIIHUHGZLWKLQ\RXUSURSRVDO3URYLGHDGGLWLRQDO FRPPHQWVLQWKHWH[WER[SURYLGHGDVQHFHVVDU\
/LQH,WHP &DWHJRU\RU7\SH 2IIHUHG
&RPPHQWV
 $ERYHJURXQGௐIXHOௐDQGௐIOXLGௐVWRUDJHௐWDQNV <HV
1R
:DUGௐGRHVௐQRWௐSURYLGHௐDERYHௐJURXQGௐ
IXHOௐDQGௐIOXLGௐVWRUDJHௐWDQNV 
 )XHOௐDQGௐIOXLGௐKDUGZDUH <HV
1R
:DUG
VௐKDUGZDUHௐLVௐXWLOL]HGௐE\ௐ
QXPHURXVௐJRYHUQPHQWௐௐIOHHWVௐ
WKURXJKRXWௐWKHௐ86$ௐDQGௐ&DQDGD

 )XHOௐDQGௐIOXLGௐPDQDJHPHQWௐVRIWZDUH
<HV
1R
:DUG
Vௐ
)XHO9LHZௐ6RIWZDUHௐLVௐXWLOL]HGௐE\ௐ
)OHHWVௐWRௐPDQDJHௐWKHLUௐIXHOௐDQGௐIOXLG


,QVWDOODWLRQௐWHVWLQJௐPDLQWHQDQFHௐRUௐUHSDLUௐVHUYLFHV
<HV
1R
:DUGௐSURYLGHVௐLQVWDOODWLRQௐWHVWLQJௐ
PDLQWHQDQFHௐDQGௐUHSDLUௐVHUYLFHV 
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
7DEOH
,QGXVWU\6SHFLILF4XHVWLRQV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH 
 ,Iௐ\RXௐDUHௐDZDUGHGௐDௐFRQWUDFWௐSURYLGHௐDௐ
IHZௐH[DPSOHVௐRIௐLQWHUQDOௐPHWULFVௐWKDWௐZLOOௐ
EHௐWUDFNHGௐWRௐPHDVXUHௐZKHWKHUௐ\RXௐDUHௐ
KDYLQJௐVXFFHVVௐZLWKௐWKHௐFRQWUDFW
$WௐWKHௐHQGௐRIௐHDFKௐTXDUWHUௐDௐUHSRUWௐZLOOௐEHௐUXQௐIURPௐWKHௐ:DUGௐ$FFRXQWLQJௐV\VWHPௐWKDWௐ JLYHVௐWKHௐ6RXUFHZHOOௐVSHFLILFௐRUGHUௐWRWDOVௐIRUௐWKHௐTXDUWHUௐ:DUGௐZLOOௐXWLOL]HௐWKLVௐGDWDௐLQௐ DVVHVVLQJௐZKHUHௐWKHௐFRPSDQ\ௐLVௐUHJDUGLQJௐ<7'ௐ6RXUFHZHOOௐVDOHVௐ:DUGௐZLOOௐDOVRௐ XWLOL]HௐLWVௐ&50ௐWRௐWUDFNௐZLQVௐYHUVXVௐORVVHVௐXWLOL]LQJௐ6RXUFHZHOOௐFRQWUDFWVௐ:DUGௐ 5HJLRQDOௐ6DOHVௐ0DQDJHUVௐZLOOௐEHௐJLYHQௐDௐTXDUWHUO\ௐVDOHVௐWDUJHWௐVSHFLILFௐWRௐMXVWௐ 6RXUFHZHOOௐVDOHVௐௐ:DUGௐZLOOௐPHDVXUHௐWKHௐVXFFHVVௐRIௐHDFKௐ5HJLRQDOௐ6DOHVௐ0DQDJHUௐ LQௐH[FHHGLQJௐWKHLUௐ6RXUFHZHOOௐVDOHVௐJRDOVௐ%DVHGௐRQௐWKHௐVXFFHVVௐWKDWௐ:DUGௐKDVௐ DOUHDG\ௐKDGௐZLWKௐLWVௐH[LVWLQJௐ6RXUFHZHOOௐFRQWUDFWௐZHௐIRUHVHHௐFRQWLQXLQJௐWKLVௐVXFFHVVௐ ZLWKௐWKHௐ$ERYHJURXQGௐ)XHOௐDQGௐ)OXLGௐ6WRUDJHௐZLWKௐ5HODWHGௐ+DUGZDUHௐ6RIWZDUHௐDQGௐ 6HUYLFHVௐ&RQWUDFW

 'HVFULEHௐWKHௐVHFXULW\ௐV\VWHPVௐLQௐSODFHௐIRUௐ
SURWHFWLQJௐDQGௐFRQWUROOLQJௐDFFHVVௐWRௐ\RXUௐ
VROXWLRQV
:DUGௐRIIHUVௐDௐ:DUGௐKRVWHGௐ6DD6ௐWKDWௐZDVௐEXLOWௐXVLQJௐEHVWௐSUDFWLFHௐLQGXVWU\ௐ VWDQGDUGVௐRIௐGDWDௐVHFXULW\ௐDQGௐHQFU\SWLRQௐ7KHௐSK\VLFDOௐQHWZRUNௐDQGௐVHUYHUௐVHFXULW\ௐLQௐ WKHௐFXVWRPHUௐKRVWHGௐRSWLRQௐLVௐXQGHUௐWKHௐHQGௐFXVWRPHUௐFRQWUROௐDQGௐVSHFLILFௐEXVLQHVVௐ VHFXULW\ௐUXOHVௐ7KHௐ:DUGௐ)XHO9LHZௐVRIWZDUHௐKDVௐDௐPXOWLOHYHOௐVHFXULW\ௐKLHUDUFK\ௐZLWKௐIXOOௐ DXGLWௐWUDLOௐDVௐDௐVWDQGDUGௐRIIHULQJௐ&UHGHQWLDOVௐDUHௐFRQWUROOHGௐE\ௐWKHௐFXVWRPHU¶VௐV\VWHPௐ DGPLQLVWUDWRU

 'HVFULEHௐKRZௐ\RXௐZLOOௐVHFXUHௐDQ\ௐ
SDUWLFLSDWLQJௐHQWLWLHV
ௐGDWDௐFDSWXUHGௐௐGXULQJௐ
WUDQVDFWLRQV
3DVVZRUGௐFRPSOH[LW\ௐLVௐGHILQHGௐE\ௐHDFKௐFRPSDQ\
VௐXQLTXHௐUHTXLUHPHQWVௐ
&XVWRPL]DEOHௐVHFXULW\ௐSURWRFROVௐSURYLGHௐLQGLYLGXDOௐGHILQHGௐDFFHVVௐWRௐRQO\ௐWKHௐOHYHOௐRUௐ DUHDௐUHTXLUHGௐIRUௐHDFKௐXVHUௐRIௐWKHௐ:DUGௐ)XHௐ0DQDJHPHQWௐ6\VWHPௐ8VHUVSHFLILFௐ HQFU\SWHGௐSDVVZRUGௐUROHVௐ
PDQDJHUௐRSHUDWRUௐDQDO\VWௐHWF
ௐGHILQHௐUHDGௐRQO\ௐDQGௐRUௐ
XVHUௐDFFHVVௐWRௐDVVHWVௐE\ௐGLYLVLRQௐRUௐORFDWLRQௐVSHFLILHGௐOHYHOVௐLQௐDQ\ௐFRQILJXUDWLRQௐRUௐ FRPELQDWLRQௐZLOOௐHQDEOHௐ6RXUFHZHOOௐ0HPEHUVௐVHFXUHௐGDWDௐFDSWXUHௐGXULQJௐWUDQVDFWLRQV 
 'HVFULEHௐKRZௐ\RXUௐVROXWLRQVௐFDQௐLPSURYHௐ
HIILFLHQF\ௐRIௐIXHOௐDQGௐIOXLGௐVWRUDJHௐDQGௐ
GLVSHQVLQJ
:DUGௐKDVௐGHYHORSHGௐDௐIXHOௐPDQDJHPHQWௐVROXWLRQௐZKLFKௐLVௐXQPDWFKHGௐLQௐWKHௐLQGXVWU\ௐ IRUௐWHFKQRORJ\ௐUHOLDELOLW\ௐHIILFLHQF\ௐDQGௐVFDODELOLW\ௐௐ7KHௐQHZௐ:DUGௐ,R7ௐIXHOௐ PDQDJHPHQWௐVROXWLRQௐQRWௐRQO\ௐZLOOௐH[FHHGௐ6RXUFHZHOOௐ0HPEHUVௐHIILFLHQFLHVௐLWௐZLOOௐ SURYLGHௐ6RXUFHZHOOௐ0HPEHUVௐZLWKௐDௐWHFKQRORJ\ௐSODWIRUPௐZKLFKௐZLOOௐH[SDQGௐZLWKௐWKHௐ 6RXUFHZHOOௐ0HPEHUVௐIXWXUHௐUHTXLUHPHQWVௐ:DUGௐRIIHUVௐ6RXUFHZHOOௐ0HPEHUVௐQXPHURXVௐ RSWLRQVௐLQFOXGLQJௐWKHௐ:DUGௐ7DJ5LQJௐWHFKQRORJ\ௐWKDWௐZLOOௐHQDEOHௐ6RXUFHZHOOௐ0HPEHUVௐ WRௐIXHOௐZLWKRXWௐKDYLQJௐWRௐNH\SDGௐHQWHUௐDQ\ௐLQIRUPDWLRQௐWKXVௐFUHDWLQJௐDௐPRUHௐHIILFLHQWௐ HPSOR\HHௐXVHUௐH[SHULHQFHௐ7KHௐLQWHJUDWLRQௐRIௐWKHௐ7DQNௐ0RQLWRULQJௐ6\VWHPௐLQWRௐWKHௐ :DUGௐ)XHO9LHZௐ6RIWZDUHௐDOORZVௐIRUௐKDYLQJௐWRௐXWLOL]HௐMXVWௐRQHௐVRIWZDUHௐSODWIRUPௐYHUVXVௐ VHSDUDWHௐIOXLGௐVWRUDJHௐPRQLWRULQJௐVRIWZDUHௐSODWIRUPVௐ
7KHௐ:DUGௐ,R7ௐ6ROXWLRQௐSURYLGHVௐ6RXUFHZHOOௐ0HPEHUVௐZLWKௐWKHௐPRVWௐDGYDQFHGௐIXHOௐ PDQDJHPHQWௐWHFKQRORJ\ௐDYDLODEOHௐHQDEOLQJௐ6RXUFHZHOOௐ0HPEHUVௐWRௐH[FHHGௐWKHLUௐ VWUDWHJLFௐORQJWHUPௐIXHOௐPDQDJHPHQWௐHIILFLHQF\ௐJRDOVௐௐ7KHௐ:DUGௐ,R7ௐZLOOௐHQDEOHௐ 6RXUFHZHOOௐ0HPEHUVௐWRௐPD[LPL]HௐWKHௐHIILFLHQF\ௐDFFXUDF\ௐFRQWUROௐDQGௐSHUIRUPDQFHௐRIௐ WKHLUௐIXHOௐGLVSHQVLQJௐDFWLYLWLHV

 'HVFULEHௐKRZௐ\RXௐZRUNௐZLWKௐSDUWLFLSDWLQJௐ
HQWLWLHVௐWRௐHQVXUHௐHQYLURQPHQWDOௐEHVWௐ
SUDFWLFHVௐDUHௐIROORZHG
:DUGௐDVVLJQVௐDௐ3URMHFWௐ0DQDJHUௐWRௐHYHU\ௐ:DUGௐIXHOௐPDQDJHPHQWௐSURMHFWௐ LPSOHPHQWDWLRQௐௐ'XULQJௐERWKௐWKHௐGLVFRYHU\ௐDQGௐLPSOHPHQWDWLRQௐSKDVHௐWKHௐ:DUGௐ 3URMHFWௐ0DQDJHUௐZLOOௐHQJDJHௐWKHௐFXVWRPHUௐLQௐDGGUHVVLQJௐDQ\ௐHQYLURQPHQWDOௐFRQFHUQVௐ RUௐLVVXHVௐ(DFKௐ6RXUFHZHOOௐ0HPEHUௐPD\ௐKDYHௐGLIIHUHQWௐHQYLURQPHQWDOௐSROLFLHVௐVRௐ :DUGௐZRUNVௐKDQGௐLQௐKDQGௐZLWKௐWKHPௐLQௐDVVXULQJௐWKHVHௐEHVWௐSUDFWLFHVௐDUHௐPHWௐ:DUG Vௐ
FXVWRPHUௐEDVHௐVSDQVௐWKHௐHQWLUHௐ8QLWHGௐ6WDWHVௐDQGௐLQWRௐ&DQDGDௐZLWKௐHDFKௐ 6WDWH&RXQW\ௐKDYLQJௐGLIIHUHQWௐHQYLURQPHQWDOௐSROLFLHVௐ:DUGௐZRUNVௐZLWKௐHDFKௐFXVWRPHUௐ RQௐWKHLUௐVSHFLILFௐHQYLURQPHQWDOௐSROLFLHV

 'HVFULEHௐKRZௐ\RXUௐRUJDQL]DWLRQௐPHHWVௐDOOௐ
UHOHYDQWௐHQYLURQPHQWDOௐUHJXODWLRQV
$OOௐ:DUGௐ7HFKQLFLDQVௐDUHௐUHTXLUHGௐWRௐDGKHUHௐWRௐDOOௐUHOHYDQWௐHQY LURQPHQWDOௐUHJXODWLRQVௐ
7KURXJKௐDௐRQJRLQJௐLQWHUQDOௐWUDLQLQJௐSURJUDPௐ:DUGௐ7HFKQLFLDQVௐDUHௐNHSWௐDSSULVHGௐRIௐ DQ\ௐFKDQJHVௐLQௐHQYLURQPHQWDOௐUHJXODWLRQVௐWKDWௐPD\ௐLPSDFWௐWKHௐ:DUGௐIXHOௐPDQDJHPHQWௐ V\VWHP

 'HVFULEHௐDQ\ௐUHJXODWRU\ௐLQIUDFWLRQVௐRUௐ
VDQFWLRQVௐDJDLQVWௐ\RXUௐSURGXFWVௐRUௐ
FRPSOHWHGௐSURMHFWVௐZLWKLQௐWKHௐSDVWௐௐ\HDUV
:DUGௐKDVௐQRWௐKDGௐDQ\ௐUHJXODWRU\ௐLQIUDFWLRQVௐRUௐVDQFWLRQVௐDJDLQVWௐ:DUGௐSURGXFWVௐRUௐ FRPSOHWHGௐSURMHFWVௐZLWKLQௐWKHௐSDVWௐௐ\HDUV 
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
7DEOH
([FHSWLRQVWR7HUPV&RQGLWLRQVRU6SHFLILFDWLRQV)RUP /LQH,WHP127,&(
7RLGHQWLI\DQ\H[FHSWLRQRUWRUHTXHVWDQ\PRGLILFDWLRQWRWKH6RXUFHZHOOWHPSODWH&RQWUDFWWHUPVFRQGLWLRQVRUVSHFLILFDWLRQVD 3URSRVHUPXVWVXEPLWWKHH[FHSWLRQRUUHTXHVWHGPRGLILFDWLRQRQWKH([FHSWLRQVWR7HUPV&RQGLWLRQVRU6SHFLILFDWLRQV)RUPLPPHGLDWHO\EHORZ7KH FRQWUDFWVHFWLRQWKHVSHFLILFWH[WDGGUHVVHGE\WKHH[FHSWLRQRUUHTXHVWHGPRGLILFDWLRQDQGWKHSURSRVHGPRGLILFDWLRQPXVWEHLGHQWLILHGLQGHWDLO 3URSRVHU
VH[FHSWLRQVDQGSURSRVHGPRGLILFDWLRQVDUHVXEMHFWWRUHYLHZDQGDSSURYDORI6RXUFHZHOODQGZLOOQRWDXWRPDWLFDOO\EHLQFOXGHGLQWKHFRQWUDFW &RQWUDFW6HFWLRQ 7HUP&RQGLWLRQRU6SHFLIL FDWLRQ ([FHSWLRQRU3URSRVHG0RGLILFDWLRQ   :DUGௐKDVௐQRௐ([FHSWLRQV
 
 
 
 
 
'RFXPHQWV
(QVXUH\RXUVXEPLVVLRQGRFXPHQW
V
FRQIRUPVWRWKHIROORZLQJ

'RFXPHQWVLQ3')IRUPDWDUHSUHIHUUHG'RFXPHQWVLQ:RUG([FHORUFRPSDWLEOHIRUPDWVPD\DOVREHSURYLGHG 'RFXPHQWVVKRXOG127KDYHDVHFXULW\SDVVZRUGDV6RXUFHZHOOPD\QRWEHDEOHWRRSHQWKHILOH,WLV\RXUVROHUHVSRQVLELOLW\WR HQVXUHWKDWWKHXSORDGHGGRFXPHQW
V
DUHQRWHLWKHUGHIHFWLYHFRUUXSWHGRUEODQNDQGWKDWWKHGRFXPHQWVFDQEHRSHQHGDQGYLHZHGE\ 6RXUFHZHOO
6RXUFHZHOOPD\UHMHFWDQ\UHVSRQVHZKHUHDQ\GRFXPHQW V
FDQQRWEHRSHQHGDQGYLHZHGE\6RXUFHZHOO
,I\RXQHHGWRXSORDGPRUHWKDQRQH

GRFXPHQWIRUDVLQJOHLWHP\RXVKRXOGFRPELQHWKHGRFXPHQWVLQWRRQH]LSSHGILOH,IWKH ]LSSHGILOHFRQWDLQVPRUHWKDQRQH

GRFXPHQWHQVXUHHDFKGRFXPHQWLVQDPHGLQUHODWLRQWRWKHVXEPLVVLRQIRUPDWLWHPUHVSRQGLQJ WR)RUH[DPSOHLIUHVSRQGLQJWRWKH0DUNHWLQJ3ODQFDWHJRU\VDYHWKHGRFXPHQWDV³0DUNHWLQJ3ODQ´ )LQDQFLDO6WUHQJWKDQG6WDELOLW\:DUG)LQDQFLDO6WDWHPHQWSGI6XQGD\6HSWHPEHU



0DUNHWLQJ3ODQ6DPSOHV:DUG0DUNHWLQJ3ODQSGI0RQGD\6HSWHPEHU 

:0%(0%(6%(RU5HODWHG&HUWLILFDWHV

RSWLRQDO

:DUUDQW\,QIRUPDWLRQ:DUG:DUUDQW\DQG6XSSRUW$JUHHPHQWSGI6XQGD\6HSWHPEHU 

3ULFLQJ(-:DUG6RXUFHZHOO3ULFH/LVWSGI7XHVGD\6HSWHPEHU 


$GGLWLRQDO'RFXPHQW6XSSOHPHQWDO,QIRUPDWLRQ]LS0RQGD\6HSWHPEHU 

Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
3URSRVHU
V$IILGDYLW


352326(5$)),'$9,7$1'$6685$1&(2)&203/,$1&(
,FHUWLI\WKDW,DPWKHDXWKRUL]HGUHSUHVHQWDWLYHRIWKH3URSRVHUVXEPLWWLQJWKHIRUHJRLQJ3URSRVDOZLWKWKHOHJDODXWKRULW\WRELQGWKH 3URSRVHUWRWKLV$IILGDYLWDQG$VVXUDQFHRI&RPSOLDQFH

 7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRGVWDQGLQJLQ WKHMXULVGLFWLRQRILWVUHVLGHQFH
 7KH3URSRVHUZDUUDQWVWKDWWKHLQIRUPDWLRQSURYLGHGLQWKLV3URSRVDOLVWUXHFRUUHFWDQGUHOLDEOHIRUSXUSRVHVRIHYDOXDWLRQIRU FRQWUDFWDZDUG
 7KH3URSRVHULQFOXGLQJDQ\SHUVRQDVVLVWLQJZLWKWKHFUHDWLRQRIWKLV3URSRVDOKDVDUULYHGDWWKLV3URSRVDOLQGHSHQGHQWO\DQGWKH 3URSRVDOKDVEHHQFUHDWHGZLWKRXWFROOXGLQJZLWKDQ\RWKHUSHUVRQFRPSDQ\RUSDUWLHVWKDWKDYHRUZLOOVXEPLWDSURSRVDOXQGHU WKLVVROLFLWDWLRQ
DQGWKH3URSRVDOKDVLQDOOUHVSHFWVEHHQFUHDWHGIDLUO\ZLWKRXWDQ\IUDXGRUGLVKRQHVW\7KH3URSRVHUKDVQRW GLUHFWO\RULQGLUHFWO\HQWHUHGLQWRDQ\DJUHHPHQWRUDUUDQJHPHQWZLWKDQ\SHUVRQRUEXVLQHVVLQDQHIIRUWWRLQIOXHQFHDQ\SDUWRIWKLV VROLFLWDWLRQRURSHUDWLRQVRIDUHVXOWLQJFRQWUDFW
DQGWKH3URSRVHUKDVQRWWDNHQDQ\DFWLRQLQUHVWUDLQWRIIUHHWUDGHRU FRPSHWLWLYHQHVVLQFRQQHFWLRQZLWKWKLVVROLFLWDWLRQ$GGLWLRQDOO\LI3URSRVHUKDVZRUNHGZLWKDFRQVXOWDQWRQWKH3URSRVDOWKH FRQVXOWDQW
DQLQGLYLGXDORUDFRPSDQ\
KDVQRWDVVLVWHGDQ\RWKHUHQWLW\WKDWKDVVXEPLWWHGRUZLOOVXEPLWDSURSRVDOIRUWKLV VROLFLWDWLRQ
 7RWKHEHVWRILWVNQRZOHGJHDQGEHOLHIDQGH[FHSWDVRWKHUZLVHGLVFORVHGLQWKH3URSRVDOWKHUHDUHQRUHOHYDQWIDFWVRU FLUFXPVWDQFHVZKLFKFRXOGJLYHULVHWRDQRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVW$QRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVWH[LVWVZKHQD YHQGRUKDVDQXQIDLUFRPSHWLWLYHDGYDQWDJHRUWKHYHQGRU¶VREMHFWLYLW\LQSHUIRUPLQJWKHFRQWUDFWLVRUPLJKWEHLPSDLUHG  7KHFRQWHQWVRIWKH3URSRVDOKDYHQRWEHHQFRPPXQLFDWHGE\WKH3URSRVHURULWVHPSOR\HHVRUDJHQWVWRDQ\SHUVRQQRWDQ HPSOR\HHRUOHJDOO\DXWKRUL]HGDJHQWRIWKH3URSRVHUDQGZLOOQRWEHFRPPXQLFDWHGWRDQ\VXFKSHUVRQVSULRUWR'XH'DWHRIWKLV VROLFLWDWLRQ
 ,IDZDUGHGDFRQWUDFWWKH3URSRVHUZLOOSURYLGHWR6RXUFHZHOO3DUWLFLSDWLQJ(QWLWLHVWKHHTXLSPHQWSURGXFWVDQGVHUYLFHVLQ DFFRUGDQFHZLWKWKHWHUPVFRQGLWLRQVDQGVFRSHRIDUHVXOWLQJFRQWUDFW  7KH3URSRVHUSRVVHVVHVRUZLOOSRVVHVVEHIRUHGHOLYHULQJDQ\HTXLSPHQWSURGXFWVRUVHUYLFHVDOODSSOLFDEOHOLFHQVHVRU FHUWLILFDWLRQVQHFHVVDU\WRGHOLYHUVXFKHTXLSPHQWSURGXFWVRUVHUYLFHVXQGHUDQ\UHVXOWLQJFRQWUDFW  7KH3URSRVHUDJUHHVWRGHOLYHUHTXLSPHQWSURGXFWVDQGVHUYLFHVWKURXJKYDOLGFRQWUDFWVSXUFKDVHRUGHUVRUPHDQVWKDWDUH DFFHSWDEOHWR6RXUFHZHOO0HPEHUV8QOHVVRWKHUZLVHDJUHHGWRWKH3URSRVHUPXVWSURYLGHRQO\QHZDQGILUVWTXDOLW\SURGXFWVDQG UHODWHGVHUYLFHVWR6RXUFHZHOO0HPEHUVXQGHUDQDZDUGHG&RQWUDFW

 7KH3URSRVHUZLOOFRPSO\ZLWKDOODSSOLFDEOHSURYLVLRQVRIIHGHUDOVWDWHDQGORFDOODZVUHJXODWLRQVUXOHVDQGRUGHUV  7KH3URSRVHUXQGHUVWDQGVWKDW6RXUFHZHOOZLOOUHMHFW5)3SURSRVDOVWKDWDUHPDUNHGFRQILGHQWLDO RUQRQSXEOLFHWF
HLWKHU
VXEVWDQWLDOO\RULQWKHLUHQWLUHW\8QGHU0LQQHVRWD6WDWXWHV6HFWLRQ VXEGLYLVLRQDOOSURSRVDOVDUHFRQVLGHUHGQRQSXEOLF GDWDXQWLOWKHHYDOXDWLRQLVFRPSOHWHDQGD&RQWUDFWLVDZDUGHG$WWKDWSRLQWSURSRVDOVEHFRPHSXEOLFGDWD0LQQHVRWD6WDWXWHV 6HFWLRQSHUPLWVRQO\FHUWDLQQDUURZO\GHILQHGGDWDWREHFRQVLGHUHGDWUDGHVHFUHWDQGWKXVQRQSXEOLFGDWDXQGHU 0LQQHVRWD
V'DWD3UDFWLFHV$FW
  3URSRVHULWVHPSOR\HHVDJHQWVDQGVXEFRQWUDFWRUVDUHQRW

D ,QFOXGHGRQWKH³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURO RIWKH8QLWHG6WDWHV'HSDUWPHQWRIWKH7UHDVXU\IRXQGDW KWWSV
ZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI

E ,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW

KWWSV
ZZZVDPJRYSRUWDO
RU
F 3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHG Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
E\WKH6WDWHRI0LQQHVRWD
WKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWRUWKH&DQDGLDQJRYHUQPHQWDVDSSOLFDEOH RUDQ\
3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWVWKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVH UHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ
%\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶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
7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW &KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXP EHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD )LOH1DPH
,KDYHUHYLHZHGWKH
EHORZDGGHQGXPDQG
DWWDFKPHQWV
LI

DSSOLFDEOH

3DJHV
$GGHQGXPBB$ERYHJURXQGB)XHOB6WRUDJHB5)3


7XH6HSWHPEHU
$0 
$GGHQGXPBB$ERYHJURXQGB)XHOB6WRUDJHB5)3


7XH6HSWHPEHU
$0

$GGHQGXPBB$ERYHJURXQGB)XHOB6WRUDJHB5)3


0RQ6HSWHPEHU
$0

$GGHQGXPBB$ERYHJURXQGB)XHOB6WRUDJHB5)3


7XH6HSWHPEHU
30

$GGHQGXPBB$ERYHJURXQGB)XHOB6WRUDJHB5)3


7XH6HSWHPEHU
30

$GGHQGXPBB$ERYHJURXQGB)XHOB6WRUDJHB5)3


0RQ$XJXVW
30 
$GGHQGXPBB$ERYHJURXQGB)XHOB6WRUDJHB5)3


0RQ$XJXVW
30 
Bid Number: RFP 092920 Vendor Name: E.J. Ward










 
 





ATTACHMENT A
Rev. 2/2020           Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

RFP #092920
REQUEST FOR PROPOSALS
for
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services
Proposal Due Date: September 29, 4:30 p.m. Central Time Sourcewel
l, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services 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 September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered.

Solicitation Schedule
Public Notice of RFP Published:  August 11, 2020
Pre‐proposal Conference:  September 15, 2020, 10:00 a.m. Central Time Question Submission Deadline:  September 22, 2020, 4:30 p.m. Central Time Proposal Due Date:  September 29
, 2020, 4:30 p.m. Central Time
Late responses will not be considered.

Opening:  September 29, 2020, 6:30 p.m. Central Time ** ** SEE RFP SUB‐SECTION V. G. “OPENING”

ATTACHMENT A
Rev. 2/2020           Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

I. ABOUT SOURCEWELL PARTICIPATING ENTITIES
A. SOURCEWELL
Sourcewell is a State of Minnesota lo
cal 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 coope ratives 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 United States, Sourcew
ell’s contracts are available for use by:
 Federal and state government entities;
 Cities, towns, and counties/parishes;
 Education service cooperatives;
 K‐12 and higher education entities;
 Tribal government entities;
 Some nonprofit entities; and
 Other public entities.

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

ATTACHMENT A
Rev. 2/2020           Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

 Crown corporations, government enterprises, and other entities that are owned or controlled by these entities through ownership interest;  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/member‐locator.

Access to contracted equipment, products, or serv
ices 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 SERV ICES
A. SOLUTIONS‐BASED SOLICITATION
This RFP and contra
ct 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 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 Aboveground Fuel and Fluid Storage with Related Hardware
, Software, and Services including, but not limited to:

ATTACHMENT A
Rev. 2/2020           Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

a. Aboveground Storage Tanks (AST’s) for fuels, fluids, and gases, including gasoline, diesel, AVGAS, Jet fuel, Diesel Exhaust Fluid (DEF), bulk lubricants, propane, and natural gas; b. Mobile fuel, fluid, and gas storage solutions;
c. Hardware related to the aboveground storage tanks and mobile storage solutions described in subsections 1. a. and b. above, including pedestals, gauges, access or security hardware, mo
nitoring equipment and devices, RFID solutions, dispensers, and accessories;
d. Fuel and fluid management software related to the aboveground storage tanks and mobile storage solutions described in subsections 1. a. ‐ c. above. However, this solicitation should NOT be construed to include “software‐only” solutions. Proposers may includ
e related fuel and fluid management software to the extent that the solutions are complementary to the offering of the equipment and products being proposed; and,
e. Services related to the solutions described in subsections 1.a. – d. above, including design, site assessment, site preparation, installation, monitoring or testing, maintenance or repair, and warranty programs. Howev
er, this solicitation should NOT
be construed to include “service‐only” solutions. Proposers may include related services to the extent that these solutions are complementary to the offering of the equipment and products being proposed.

2. The primary focus of this solicitation is on Aboveground Fuel and Fluid Storage with Related Hard
ware, Software, and Services. This solicitation should NOT be construed to include:
a. Underground Fuel and Fluid Storage
b. Fleet Management software‐only solutions
c. Telematics, Automatic Vehicle Location (AVL), and GPS‐only solutions

3. This solicitation does not include those equipment, products, or services covered under categ
ories included in contracts currently maintained by Sourcewell:
a. RFP # 052919 Salt, Brine, Anti‐Icing, or De‐Icing Agents, and Brine Production and Storage Systems
b. RFP # 010920 Industrial and Workplace Storage Systems with Related Accessories c. RFP # 013020 Vehicle Lifts, with Garage and Fleet Maintenan ce Equipment 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

ATTACHMENT A

Rev. 2/2020                  Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

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 P articipating Entities under a resulting contract.

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

C. REQUIREMENTS

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

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

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

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

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

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

D. ANTICIPATED CONTRACT TERM

Sourcewell anticipates that the term of any resulting contract(s) will be four (4) years. Up to two one‐year extensions may be offered based on the best interests of Sourcewell and its Participating Entities.

ATTACHMENT A
Rev. 2/2020           Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

E. ESTIMATED CONTRACT VALUE AND USAGE
Based on past volume of similar cont
racts, 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
Propose
r’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. Contra
cts 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. REQUIREM
ENTS
All
proposed pricing must be:

1. Either Line‐Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these:
a. Line‐item Pricing is pricing based on each individual product or services. Each line must indicate the 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, de
fined as a published Manufacturer’s Suggested Retail Price

ATTACHMENT A
Rev. 2/2020     Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

(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  ceiling  price  (Ceilin
g  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 pr
icing. 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
Propose
rs 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 catego
ries, a flat fee may be an acceptable alternative.

IV. CONTRACT
Propose
rs 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. Clear
ly identify the affected article and section, and

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

Unclear requests will be automatically denied.

ATTACHMENT A
Rev. 2/2020           Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

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‐PROPOSAL CONFERENCE
Sourcewell will hold an optional, non‐mandatory pre‐proposal conferen ce 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 to all entities that have registered for this solicit
ation opportunity through their Sourcewell
Procurement Portal Vendor Account. Pre‐proposal conference attendance is optional.

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

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

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

C. ADDENDA
Sourcewell may mod
ify 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 Sour
cewell 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.

ATTACHMENT A
Rev. 2/2020           Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

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 Accou nt 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 co
mplete 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 Proposer
s 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 Propos er does not receive a confirmation email, contact Sourcewell’s support provider at [email protected].

To ensure receipt of the late
st 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 acknowl edged 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, misleadin
g, or false information is grounds for disqualification from a contract award and may subject the Proposer to remedies available by law.

ATTACHMENT A
Rev. 2/2020           Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

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

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

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

G. OPENING
The Opening of Proposa
ls 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 opportu nities 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 mor
e 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 Sourcewe ll 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:
 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 Propose
r’s sales and service network to assure availability of product supply and coverage to meet Participating Entities’ anticipated needs.  Total evaluation scores.

ATTACHMENT A
Rev. 2/2020          Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

 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 made to the Propos
er(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):

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

A protest must include the following items:
 The name, address, and telephone number of the protester;  The original signature of the protester or its representative;  Identification of the solicitation by RFP number;
 A precise statement of the relevant
facts;
 Identification of the issues to be resolved;
 Identification of the legal or factual basis;
 Any additional supporting documentation; and

ATTACHMENT A

Rev. 2/2020                  Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

 Protest bond in the amount of $20,000, except where prohibited by law or treaty.

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

D. RIGHTS RESERVED

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

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

E. DISPOSITION OF PROPOSALS

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

ATTACHMENT A

Rev. 2/2020                  Sourcewell RFP #092920
Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

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

ATTACHMENT A
8/
31/2020
Addendum No. 1
Solicitation Number: RFP 092920
Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services
Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

The insurance coverages required under Section 20 of the Sourcewell template contract do not appear to include Pollution Liability insurance. Will you be adding Pollution Liability coverage as a requirement? We intend to include this in our response even if not added.

Answer 1:

Sourcewell is not planning a revision of the posted contract template this time. An awarded vendor will be expected to carry the insurance coverages as stated in the contract upon execution. Refer also to contract template Section 6. B. regarding a Participating Entity’s ability to negotiate for or require additional terms and conditions at the time of the order.

The Sourcewell RFP is an open and competitive solicitation process. Each proposer, in its discretion, will determine the information necessary to best demonstrate its financial viability to Sourcewell.

Question 2:

Does this solicitation cover the service area of Montana/Wyoming? Is the solicitation for any/all components and services related to AST equipment and fuel management systems?

ATTACHMENT A
Answer 2:

Sourcewell is seeking “… the broadest possible selection of products/equipment and services being proposed over the largest possible geographic area and to the largest possible cross-section of Sourcewell current and future Participating Entities.” (see, RFP Section II. B.). The requested equipment, products, and services are as described in the RFP.

End of Addendum
Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 8/31/2020, is required at the time of proposal submittal.

ATTACHMENT A
8/
31/2020
Addendum No. 2
Solicitation Number: RFP 092920
Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services
Consider the following Questions and Answers to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

How can I tell where this project is located? I would like to know the physical address of the site.

Answer 1:

Source
well utilizes a competitive, solutions-based solicitation approach that is not based on detailed specifications, specific locations or finite quantities for our cooperative contract awards. 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-secti
on of Sourcewell current and future Participating Entities.

End of Addendum
Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 8/31/2020, is required at the time of proposal submittal.

ATTACHMENT A
9/
1/2020
Addendum No. 3
Solicitation Number: RFP 092920
Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services
Consider the following Question and Answer to be part of the above-titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Table 5 asks for top five government, educational or non-profit customers. Our organization sells through distributors only.

Answer 1:

It is left to the discretion of each proposer to determine how to best demonstrate their financial viability and marketplace success.

End of Addendum
Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 9/1/2020, is required at the time of proposal submittal.

ATTACHMENT A
9/8/
2020
Addendum No. 4
Solicitation Number: RFP 092920
Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services
Consider the following Question and Answer to be part of the above‐titled solicitation documents.  The remainder of the documents remain unchanged.

Question 1:

For
Table 5 what is the difference between size of transaction(s), and dollar volumes from the past three years.

Answer 1:

Each proposer, in its discretion, will determine the information necessary to best demonstrate its financial strength and fulfill the requirements set forth in the RFP.

End
of Addendum
Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 9/8/2020, is required at the time of proposal submittal.

ATTACHMENT A
9/14/2020
Addendum No. 5
Solicit
ation Number: RFP 092920
Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services
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 there
a way to download what has been submitted on a bid?
Answer 1:

After selecting “Start Submission”, 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 092920 posted to the Sourcewell Procurement Portal on 9/14/2020, is required at the time of proposal submittal.

ATTACHMENT A
9/15/2020
Addendum No. 6
Solicit
ation Number: RFP 092920
Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services
Consider the following Questions and Answers to be part of the above‐titled solicitation documents.  The remainder of the documents remain unchanged.

Question 1:

In Question
naire Table 5, what is the difference between “Size of Transactions” and “Dollar Volume Past Three Years”?
Answer 1:

Generally, “Size of Transactions” refers to order or transaction size and “Dollar Volume Past Three Years” reflects aggregate volume. However, it is left to the discretion of each proposer to determine the information and  documentation necessary to best demonstrate their Financial, Industry and Marketplace Success and satisfy all the requirements included in the questionnaire tables.

Question 2:

What size tanks are you requiring? What options do you want on the tanks (Catwalks, Bottom Loading etc.)?
Answer 2:

Sourcewell utilizes a competitive, solut ions‐based solicitation approach that is not based on detailed specifications or finite quantities for our cooperative contract awards. A respondent is allowed to propose the entire line of equipment, products and services falling within the scope of the RFP. Section II. B. of the RFP addresses the requested Equipment, Products or Services for this solicitation.

ATTACHMENT A
Question 3:

In RFP Section II. B. 1. b., what is meant by mobile fuel storage solutions? Is it skid tanks, truck mounted tanks or other?
Answer 3:

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). 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.

Question 4:

For the solutions listed in RFP Section II. B. 1. c., do you want the related hardware priced or just listed? If priced do yo
u want SRP as the base price with the % discount
globally by manufacturer?
Answer 4:

It is left to the discretion of each proposer to articulate and propose the pricing approach that aligns with their business methods and satisfies all the requirements of RFP Articl
e III ‐ Pricing. Proposals are evaluated based on the criteria stated in the RFP.

Question 5:

Pricing will be impacted by annual increases of the manufacturer, currency fluctuation, and cost of living. Do we state this in our pricing of equipment as a global change? Answer 5:

Refer to the Sourcewell contract templa
te for additional details on the process for
requesting a product or pricing change during the term of an awarded contract. A downloadable version of the contract template is found on the Bid Details page for this solicitation within the Sourcewell Procurement Portal.

Question 6:

For RFP Sect
ion II. F.  Does the marketing plan need to show what our coverage is across Canada as a company plus our sub‐contractors? What are you expecting in a marketing plan for the country or regionally?
Answer 6:

It is left to the discretion of each proposer to descr ibe their approach and determine the documentation necessary to best demonstrate their ability to serve Sourcewell’s

ATTACHMENT A
Participating Entities while satisfying all the requirements included in the questionnaire tables.

End
of Addendum
Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 9/15/2020, is required at the time of proposal submittal.

ATTACHMENT A
9/22/2020
Addendum No. 7
Solicit
ation Number: RFP 092920
Solicitation Name: Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services
Consider the following Questions and Answers to be part of the above‐titled solicitation documents.  The remainder of the documents remain unchanged.

Question 1:

Will the financial documents
supplied with our bid be available to be seen by anyone, including our competitors?
Answer 1:

Sourcewell is subject to compliance with the Minnesota Government Data Practices Act.

Refer to RFP Section VI. E. ‐ Disposition of Proposals for additional guidance on Sourcewell’s handling of materials submitted in response to this RFP at the conclusion of the process.

It is left
to the discretion of each proposer to determine the information and documentation necessary to best demonstrate their financial viability and marketplace success. The solicitation is a competitive process and proposals are evaluated on the content submitted.

Question 2:

Does Sourcewell have a standard contract for
Canadian suppliers? If not, does
Sourcewell allow exceptions to be taken to the standard contract for Canadian suppliers?
Answer 2:

The Sourcewell template contract is available for review on the Bid Details page for this solicitation. The template contract is intended for use with any awarded contract, regardless of supplier location
. Refer to RFP Section IV. – Contract, for guidance on the

ATTACHMENT A
process for requesting a modification to the template contract terms, conditions, or specifications.

Question 3:

What happens if a Canadian municipal government entity wants to purchase a product through a Sourcewell contract with a Canadian supplier? Do the laws of the state of Minnesota apply to a Purchase order issued within Canada? Answer 3:

Refer to template contract Section

6. F. – Governing Law and Venue. Under the
template contract, 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.

End
of Addendum
Acknowledgement of this Addendum to RFP 092920 posted to the Sourcewell Procurement Portal on 9/22/2020, is required at the time of proposal submittal.

ATTACHMENT A

ATTACHMENT A

ATTACHMENT A

ATTACHMENT A

ATTACHMENT A
2C ❚ TUESDAY, AUGUST 11, 2020 ❚ USA TODAY E2 SPORTS
SAN FRANCISCO – Social distancing
protocols were ignored at TPC Harding
Park in the final round of the 102nd edi-
tion of the PGA Championship.

In the end, however, Collin Morikawa
stood alone with the Wanamaker Tro-
phy early Sunday evening.

On a raw, gray day that broke with
dense fog, the crowded leaderboards
were volatile and seriously lit with a su-
perb and large cast of the game’s best
players delivering heart-pounding dra-
ma that kept the viewing public and
players alike on edge.

In all, nine players held at least a
share of the lead at one time or another
in the final round of the first major of the
year. Deep into the back nine, 10 players
were within two shots of the lead and
seven players were sharing residence at
the top of the leaderboards.
“There was a lot of kind of whiplash,”
2015 PGA Championship winner Jason
Day said. “Everything was coming and
going.”
Then the California Kid stole the
show. In his second major, Morikawa, a
pup at 23 and the shortest hitter among
the contenders, grabbed the outright
lead by chipping in for birdie from 40
feet on the 14th and then teed up the de-
fining shot of the tournament when he
drove the 294-yard, par-4 16th and then
knocked in the 7-footer for eagle and a
two-shot lead that he held to the end.
“I’m on cloud nine,” the former Uni-
versity of California standout said.
“When I woke up today, I was like, this is
meant to be. This is where I feel very
comfortable. This is where I want to be,
and I’m not scared from it.
“I think if I was scared from it, the last
few holes would have been a little differ-
ent, but you want to be in this position.

It just gives me a little taste of what’s to
come. I got a taste of this now. Obvious-
ly, it was a very crowded leaderboard. At
one point if you looked at the leader-
board it was all at 10 under and it was a
party pretty much. So this one is going
to be very special.”
Morikawa closed with a bogey-free,
6-under-par 64 to finish at 13 under and
two shots clear of Paul Casey – who at
43 was trying to become the oldest first-
time major winner since Roberto de Vi-
cenzo won the 1967 Open Championship
at 44 – and 54-hole leader Dustin John-
son, who became the first player to go
0-for-4 in majors after holding the 54-
hole lead. Casey shot 66, Johnson 68.

In a tie for fourth, three strokes be-
hind, were Matthew Wolff (65), Day
(66), Bryson DeChambeau (66), Tony
Finau (66) and Scottie Scheffler (68).

Brooks Koepka, trying to become the
first to three-peat in the PGA Champi-
onship since it went to stroke play in
1958, began the day two shots out of the
lead but shot a disappointing 74 to fin-
ish in a tie for 29th. The four-time major
winner came into the tournament on a
1-T2-1-2-T4 roll in the majors.
“It’s my first bad round in a while in a
major,” Koepka said. “Wasn’t meant to
be. Three in a row, you’re not really sup-
posed to do two in a row looking at his-
tory, but that’s all right. Got two more
the rest of the season and we’ll figure it
out.”
Fifteen-time major winner Tiger
Woods, seeking his fifth Wanamaker
Trophy, finished with his best round of
the tournament, a 67, and tied for 37th.

As for Morikawa, he wasn’t making
his first star turn as he’s already been
linked to some of the game’s greatest
players. He made the cut in his first 22
tournaments as a pro – bested in the last
30 years only by Woods’ 25. Morikawa
now has as many majors as he has
missed cuts.

He began his pro career on an im-
pressive note when he won the Barra-
cuda Championship last year in his
sixth start. Last month, he bested Justin
Thomas in a thrilling playoff to win the
Workday Charity Open. Now he moves
to No. 5 in the Official World Golf Rank-
ings.

And he joined Woods, Jack Nicklaus
and Rory McIlroy as players who won
their first PGA Championship at 23.

From the get-go, he’s always looked
comfortable on all of golf ’s stages and
he felt right at home this weekend after
playing his fair share of golf at TPC Har-
ding Park as an All-American standout
at Cal.

He’s already talked about as one of
the best iron players in golf. Not bad
around and on the greens, too. And he
gets by without being one of the longest
in the game. This past week, he ranked
51st in the field in driving distance but
was first in driving accuracy. He also led
the field in proximity to the hole with his
approach shots and in Strokes Gained:

Putting.

But it was his drive on 16 that will not
soon forget.
“By Wednesday night, I had no plans
on going for 16 at all,” said Morikawa,
who was tied with Casey at the time of
his unforgettable tee shot. “It’s too much
into the wind, why go for it. It was like
278 to the front, and just a good drive for
me. It was going to land just short of that
in this weather; it’s going to bounce on
up. (My caddie) looked at me, he count-
ed off and asked me what I wanted to do
and I told him, let’s hit a good drive. And
stepped up, and those are moments I’m
always going to remember.”
Morikawa’s playing partner, Camer-
on Champ, has a long history dating to
junior golf with Morikawa. Champ, who
shot 70 to finish in a tie for 10th, wasn’t
surprised at Morikawa’s march to his
major win.
“He knows his game and what works
for him,” Champ said. “His iron play and
off the tee is amazing. He rarely misses a
shot and obviously, his putting and
chipping is all world-class, as well. He
earned it, he deserves it. I give him
props.”
So, too, did others.
“He’s clearly an unbelievable ball-
striker, and something that I envy and
hopefully I can get there one day,” De-
Chambeau said.
“He’s a heck of a player,” Finau said.
“He doesn’t have a weakness in his
game. He doesn’t have a weakness men-
tally. So when you’re dealing with that
type of talent, he’s going to be some-
body to beat in major championships for
a lot of these things.
“This isn’t a guy that’s just going to
pop up and disappear for the next five
years.”
Morikawa is intent on making sure
that doesn’t happen.
“It doesn’t stop here,” he said. “I’ve
got a very good taste of what this is like,
what a major championship is like. The
majors are going to be circled in, just like
everyone else, but I’ve got to focus on
every single week.
“I’m trying to win every single week.

I’m not trying to come out and just win
the majors. I’m 23. I love golf. I love every
part of it. I love being in this position
and I love just being able to come out
here and play with a bunch of guys that
love the sport, too, and that’s why I
think I love being in this position.”
Morikawa steals show at PGA Championship
Steve DiMeglio
Golfweek | USA TODAY Network
Just 23, Collin Morikawa won the PGA
Championship in only his second major
tournament.

KELVIN KUO/USA TODAY SPORTS
It seems fitting that the typically
wildly unpredictable Major League Soc-
cer would feature a tournament finale
that nobody could have anticipated.

Inside the bubble at the ESPN Wide
World of Sports Complex, local club Or-
lando City SC has experienced its great-
est success since joining MLS in 2015.

Orlando City has never qualified for the
playoffs. It finished 22nd out of 24
teams in the Supporters’ Shield race last
season. First-year coach Oscar Pareja
has remade this perpetual loser into one
of the most exciting teams in the league
in a very short period of time.

Orlando’s opponent in Tuesday’s
MLS is Back Tournament championship
game (8:30 p.m. ET on ESPN/ESPN De-
portes) will be the Portland Timbers, a
team accustomed to success with two
MLS Cup appearances and one league
championship.

However, Portland‘s road to the title
game wasn’t easy. It was drawn into the
tournament’s “Group of Death.” This
was mostly due to the presence of Los
Angeles FC. The reigning Supporters’
Shield winners are a team so deep with
young promising talent that even with
record-setting goal-scorer Carlos Vela
sitting out the tournament, many still
predicted LAFC to emerge victorious. It
was Portland, under the guidance of its
colorful coach, Giovanni Savarese, that
won the group. And it was Orlando that
ousted LAFC in the quarterfinals.

Also at stake on Tuesday night: a spot
in the 2021 CONCACAF Champions
League competition and a big chunk of
the $1.1 million in prize money.

Key player for each team
Timbers – Sebastian Blanco: A
player with a penchant for ripping abso-
lute golazos, Blanco has been an offen-
sive force for the Timbers, scoring the
winning goal in the team’s semifinal win
over the Philadelphia Union. With three
goals and a tournament-leading five as-
sists, Blanco is a strong contender for
tournament MVP alongside Orlando’s
frontman.

Orlando City – Nani: The former
Manchester United star and Euro 2016
winner with Portugal has turned the
clock back to the form of his European
brilliance. In arguably the biggest game
in Orlando City’s brief Major League
Soccer history, Nani was dominant,
scoring two goals in a 3-1 victor over
Minnesota United in Thursday’s semi-
final.

Key USMNT hopefuls to watch
Timbers – Jeremy Ebobisse: A key
voice in the league’s new Black Players
Coalition, Ebobisse has been a powerful
force both on and off the field. The 23-
year-old Ebobisse is the Timbers’ lead-
ing goal-scorer during this tournament.

Another U.S. national team prospect,
Eryk Williamson (23), has been a vital
cog in Portland’s midfield.

Orlando City – Chris Mueller: The
23-year-old University of Wisconsin
product might have played his way into
the USMNT picture with an impressive
showing (three goals) at the MLS is Back
Tournament.

Possible starting lineups
Timbers – Goalkeeper: Steve Clark.

Defenders: Chris Duvall, Larrys Mabia-
la, Dario Zuparic, Jorge Villafana. Mid-
fielders: Diego Chara, Eryk Williamson,
Marvin Loría, Diego Valeri, Sebastian
Blanco. Forward: Jeremy Ebobisse.

Orlando City – Goalkeeper: Pedro
Gallese. Defenders: Ruan, Antonio Car-
los, Robin Jansson, Joao Moutinho.

Midfielders: Jhegson Mendez, Oriol Ro-
sell, Chris Mueller, Mauricio Pereyra,
Nani. Forward: Tesho Akindele.

Who has the edge?
Despite Orlando’s struggles since en-
tering the league, it holds an all-time se-
ries edge against Portland, going 3-1-1.

That being said, Portland has been the
most impressive team in the tourna-
ment. Historically, the Timbers are no-
toriously an unrelenting chip-on-their-
shoulder troublemaker against any op-
ponent and are no strangers to big
games. That intangible makes Portland
the pick to win.

MLS IS BACK TOURNAMENT
Surprising Orlando City challenges Timbers
Jim Reineking

USA TODAY
ToadvertiseinUSATODAY,email: [email protected],call: (800)397-0070

SUCCESSFUL

ADVERTISEMENTS
start with

USA TODAY
Marketplace
1-800-397-0070
To view more Classified listings,
visit: classifieds.usatoday.com

BUSINESS

BUSINESS

EMPLOYMENT

CAREERS
WANTED

AUTOMOTIVE MASTER MECHANIC

NEEDTORELOCATE

TIRECOUNTRY
1801LEJEUNE,JACKSONVILLENC28546
[email protected]
It’skindaboring,actually.

Butitmakessooomuchmoney!
It’sreallyweird.

TooDamnEasy.com
24-Hr.Rec.1-800-806-0173ext.1
ReferralIDDD80533. AffiliateOpp.

IT’S NOT
SEXY
2TierAffiliate
Program/MembershipSite.

Residual & Passive Income
All DFY by a 30+ year expert.

It’s GUARANTEED too.
24/7 recorded message800-638-0025
www.SimpleCashDaily.com/usa
Direct Mktg Opp
Make $480 a
Month in 6 Months
30%APRRETURN
P&IPaidMonthly
36MoPay-Out
$36K&INSURED

AWARDWINNINGMGT
985-246-0786

INVESTMENTS

JEWELRY
BuyMyGold.com
Top Prices Paid • 30 Y ear Business
Jewelry • Diamonds
Coins • Watches • Old Gold
Honest – Safe – Fast - FREE Shipping Kit
Next Day Payment
BuyMyWatch.com
All Rolex Watches Wanted!
Submariner • Sea Dweller
Daytona • Explorer

TOP PRICES PAID
800-311-1000

MARKETPLACE
Legal, ethical, exciting, & fun!
No MLM, chains,
pyramids, Or nonsense!
Website Message Reveals ALL!
www.makemoneyaces.com
Direct Mktg Opp
$1000.00

MAILBOX CASH
EVERYDAY?

BUSINESS

OPPORTUNITIES

BUSINESS

OPPORTUNITIES
Renownedreputation
forqualityfood.Excellent
revenue.Primelocation.

Family-owned restaurant
for 4 decades
Call for appointment
603-575-5347BUSINESSCAPITAL
AircraftLoans
CompetitiveRates.

FundsforUpgrades.

Refinance/CashOut
CallToday!
888-736-4448
Sourcewell,aStateofMinnesotalocalgovernment
agencyandservicecooperative,isrequestingproposals
forAbovegroundFuelandFluidStoragewithRelated
Hardware,Software,andServices toresultinacontracting
solutionforusebyitsParticipatingEntities.

SourcewellParticipatingEntitiesincludethousandsof
governmental,highereducation,K-12education,nonprofit,
tribalgovernment,andotherpublicagencieslocatedinthe
UnitedStatesandCanada.

AfullcopyoftheRequestforProposalscanbe
foundontheSourcewellProcurementPortal
https://proportal.sourcewell-mn.gov.

Only proposals submitted through the Sourcewell
Procurement P
ortal will be considered.

ProposalsareduenolaterthanSeptember29,2020,at4:30pm
CentralTime,andlateproposalswillnotbeconsidered.

NOTICES

PUBLICNOTICE

HEALTH/FITNESS
A Garden Observed:

Cultivating A Life
by Melanie Boyer
Enchanting 220 page
coffee-table devotional filled
with garden photography
Available on Amazon

BOOKS/PUBLICATIONS

ATTENTION
Ifyou’vehadHerniaSurgery
andhaveexperiencedany
800-478-7176800-478-7176

CALLTHEHERNIAMESH

HELPLINENOWAT
youmaybeentitledto

COMPLICATIONS

SIGNIFICANT CASH
COMPENSATION.

If you or a loved one has
been diagnosed with
ovarian cancer after using
talcum based products
you may be entitled to
significant compensation
800-208-3526
TALCUM
POWDER

SETTLEMENT

ATTACHMENT A
Sourcewell, a State of Minnesota local government
agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related
Hardware, Software, and Services 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 P
ortal will be considered.

Proposals are due no later than September 29, 2020, at 4:30pm Central Time, and late proposals will not be considered.

NOTICES

PUBLIC NOTICE
usat-usatnonbus-100074451-sourcewell-(formerly-display-public-notice-16231.indd 18/6/20 11:17 AM

ATTACHMENT A

ATTACHMENT A
Bids Homepage (/Module/Tenders/en/Home/BidsHomepage) Find more bids (https://www.bidsandtenders.net) Create Account (/Module/Tenders/en/Vendor/Create /42b90b89-9f67-483a-96e3-9b0490d01d40) Login (/Module/Tenders/en/Login/Index /42b90b89-9f67-483a-96e3-9b0490d01d40)
Click (https://www.bidsandtenders.ca)here (https://proportal.sourcewell-mn.gov/) to return to the Sourcewell Procurement Portal home page.

Bid Details
Bid Classification: Goods
Bid Type: RFP - General
Bid Number: RFP 092920
Bid Name:

Aboveground Fuel and Fluid Storage
with Related Hardware, Software and
Services
Bid Status: Open
Bid Closing Date: Tue Sep 29, 2020 4:30:00 PM (CDT)
Question Deadline: Tue Sep 22, 2020 4:30:00 PM (CDT)
Time-frame for delivery or the duration of the
contract:

Four years, with possible extension as
stated in the bid documents
Negotiation Type: Refer to bid document
Condition for Participation: Refer to bid document
Electronic Auctions: Not Applicable
Language for Bid Submissions: English unless specified in the bid document
Submission Type: Online Submissions Only
Submission Address: Online Submissions Only
Public Opening: No
https://proportal.sourcewell-mn.gov/Module/Tenders/en/Tender/Detail/7... 1 of 3 8/19/2020, 1:39 PM

ATTACHMENT A
Description: Sourcewell, a S tate of Minnesota local
government agency and service
cooperative, is requesting proposals
for Aboveground Fuel and Fluid
Storage with Related Hardware,
Software and Services 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
(https://proportal.sourcewell-
mn.gov/)]. Only proposals submitted
through the Sourcewell Procurement
Portal will be considered. Proposals
are due no later than September 29,
2020, at 4:30 p.m. Central Time, and
late proposals will not be considered.

Bid Document Access: Bid Opportunity notices and awards and a free preview of the bid
documents is available on this site free
of charge without registration. There is
no cost to obtain an unsecured version
of the document and /or to participate
in this solicitation.

Categories: Show Categories [+]
The following are the meeting times and locations for the opportunity:

Meeting Location Description
Pre-Proposal Web Conference
Login instructions will be provided to registered p
takers by email two business days prior to the we
conference.
https://proportal.sourcewell-mn.gov/Module/Tenders/en/Tender/Detail/7... 2 of 3 8/19/2020, 1:39 PM

ATTACHMENT A
Documents
Addenda
File Name
RFP_092920_Aboveground_Fuel_Storage
Monday August 10, 2020 08:39 AM
RFP_092920_Aboveground_Fuel_Storage_Contract_template
Wednesday August 5, 2020 02:03 PM
No Addenda Available ...
https://proportal.sourcewell-mn.gov/Module/Tenders/en/Tender/Detail/7... 3 of 3 8/19/2020, 1:39 PM

ATTACHMENT A
Notice
Basic Information
Details
Dates
Contact Information
Pre-Bidding Events
Bid Submission Process
Estimated Contract Value (CAD) $20,000,000.00 (Not shown to suppliers) Reference Number 0000181225
Issuing Organization Sourcewell
Owner Organization
Solicitation Type RFP - Request for Proposal (Formal)
Solicitation Number 092920
Title Aboveground Fuel and Fluid Storage with Related Hardware and Software Source ID PP.CO.USA.868485
Location All of Canada, All of Canada
Purchase Type Term: 2020/10/30 01:00:00 AM EDT - 2024/10/29 01:00:00 AM EDT Description Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services 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 September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered.

Publication Manual publication
Question Acceptance Deadline 2020/09/22 05:30:00 PM EDT Questions are submitted online No
Bid Intent Not Available
Closing Date 2020/09/29 05:30:00 PM EDT
Prebid Conference 2020/09/15 11:00:00 AM EDT
Procurement Department
218-894-1930
[email protected]
Event Type Prebid Conference
Attendance Mandatory
Event date 2020/09/15 11:00:00 AM EDT
Location Pre-Proposal Web Conference
Event Note Login instructions will be provided to registered plan takers by email two business days prior to the web conference.

Bid Submission Type Electronic Bid Submission
Pricing No Pricing
Pricing No Pricing
Bid Documents List
Item Name Description Mandatory
Bid Documents Documents defining the proposal Yes
092920 - Aboveground Fuel and Fluid Storage with Related... 2020/08/11 09:41:40 AM EDT Page 1 of
3 ATTACHMENT A
Documents
Documents
Document Size Uploaded Date Language
RFP 092920 Aboveground Fuel and Fluid Storage [pdf] 161 Kb 2020/08/11 09:40:06 AM EDT English 092920 - Aboveground Fuel and Fluid Storage with Related... 2020/08/11 09:41:40 AM EDT Page 2 of
3 ATTACHMENT A
Categories
Selected Categories
MERX Category (1)
U Other
Other
U Undefined
Undefined
UNSPSC Categories (2)
25000000 Commercial and Military and Private Vehicles and their Accessories and Components 25170000 Transportation components and systems
25172400 Fuel tanks and systems
78000000 Transportation and Storage and Mail Services
78180000 Transportation repair or maintenance services
78180300 Transport fuelling and vehicle storage and support services 092920 - Aboveground Fuel and Fluid Storage with Related... 2020/08/11 09:41:40 AM EDT Page 3 of
3 ATTACHMENT A
Opportunity Notice
Aboveground Fuel and Fluid Storage
with Related Hardware, Software, and
Services
Opportunity Information
Organization: Rural Municipalities of Alberta (RMA)
Organization Address: www.rmalberta.com
Reference Number: AB-2020-04986
Solicitation Number: AB-2020-04986
Solicitation Type: Request for Proposal
Posting (MM/dd/yyyy): 08/11/2020
03:30:00 PM Alberta Time
Closing (MM/dd/yyyy): 09/29/2020
03:30:00 PM Alberta Time
Last Update (MM/dd/yyyy): 08/11/2020
03:09:41 PM Alberta Time
Agreement Type: NWPTA/TILMA & CFTA & CETA
Region of Opportunity: Open
Region of Delivery: Alberta
Opportunity Type: Open & Competitive
Commodity Codes:

N7025501: Readers - RFID
N1560D: Tank, Fuel, Aircraft
N4930H: Pumps, Dispensing, Gasoline, Diesel Fuel and LPG Type N5430D: Tanks, Oil Storage
N5430: Storage Tanks
N6350050: Electronic Identification Devices - RFID
Category: Goods
Potential vendors (bidders)
may view the bid package
here.

Interested vendors (bidders)
who wish to submit a
response to this opportunity
should register their interest
by downloading the
document(s) from the bid
package.

Response Submission:

Only Proposals submitted through the Sourcewell Procurement Portal will be considered. https://proportal.sourcewell-mn.gov
Proposals are due no later that September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered.

Response Contact:

Robinson, Chris
Procurement Manager
2510 Sparrow Drive
Nisku, Alberta T9E 8N5
Tel: 218-895-4168
Opportunity Preview https://vendor.purchasingconnection.ca/Opportunity.aspx?Guid=087013... 1 of 3 8/20/2020, 11:24 AM

ATTACHMENT A
Email: [email protected]
Response Specifics:

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 September 29, 2020, 4:30 pm Central Time, and late proposals will not be considered.

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. Only complete proposals that are timely submitted through the Sourcewell Procurement Portal will be considered. Late proposals will not be considered. It is the Proposer’s sole responsibility to ensure that the proposal is received on time.

All proposals must be received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time noted in the Solicitation Schedule above. It is recommended that Proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The closing time and date is 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 ensure receipt of the latest information and updates via email regarding this solicitation, or if the Proposer has obtained this solicitation document from a third party, the onus is on the Proposer to create a Sourcewell Procurement Portal Vendor Account and register for this solicitation opportunity.

All proposals must be acknowledged digitally 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.

Opportunity Description:

Rural Municipalities of Alberta ("RMA"), is posting the solicitation on behalf of RMA and its current and potential Members and represented Associations and their Members, which includes local Governmental and other not-for-profit organizations located in all provinces and territories in Canada including but not limited to British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Nova Scotia, New Brunswick, Prince Edward Island, Newfoundland and Labrador and Northwest Territories. Request for Proposal ("RFP") to result in regional and/or national contract solutions under the rules and regulations of the New West Partnership Trade Agreement ("CETA") for this procurement, RMA/Sourcewell is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services to result in a national contracting solution for use by its members.

Opportunity Preview https://vendor.purchasingconnection.ca/Opportunity.aspx?Guid=087013... 2 of 3 8/20/2020, 11:24 AM

ATTACHMENT A
Members include thousands of governmental, higher education, K-12 education, not-for-profit, tribal government, and other public agencies located in 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 September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered.

APC "Opportunity Notices" This notice is provided for information purposes only. Refer to the "Opportunity Documents" in the bid package for authoritative information.

All queries pertaining to the language, content or any missing or inaccurate information within this abstract must be sent to its originator of the abstract, as specified in the opportunity notice. © APC - All rights reserved. No part of the information contained in this Web Site may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior written permission of the Manager , Centre of Expertise via:

[email protected]. Her
Majesty the Queen in right of Alberta and the Alberta public sector entities that use APC are not responsible or liable for the accuracy of the information contained in the publication. It is the responsibility of interested parties to review the opportunity posting for changes or updates prior to the opportunity closing date/time.

Opportunity Preview https://vendor.purchasingconnection.ca/Opportunity.aspx?Guid=087013... 3 of 3 8/20/2020, 11:24 AM

ATTACHMENT A
8/11/2020 Public Purchase: Bid RFP #092920 - Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services https://www.publicpurchase.com/gems/bid/bidView?bidId=131583 1/1 Chat
Help Logout
[Switch to Vendor View]
Home New Bid Closed Bids My Stuff Tools
Bid RFP #092920 - Aboveground Fuel
and Fluid Storage with Related Hardware, Software, and
Services
Bid Type RFP
Bid Number 092920
Title Aboveground Fuel and Fluid
Storage with Related Hardware,
Software, and Services
Start Date Aug 11, 2020 9:05:26 AM CDT
End Date Sep 29, 2020 4:30:00 PM CDT
Agency Sourcewell
Bid Contact Chris Robinson
(218) 895-4168
[email protected]
v
202 12th Street NE
P.O. Box 219
Staples, MN 56479-0219
Access Reports
View reports on who
has been notified of
the bid or accessed it.
[Notification report]
[Access report]
Questions
0 Questions
0 Unanswered
[View/Ask Questions]
Edit Bid
[Create Addendum]
Description
Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services 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 September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered.

Documents
No Documents for this bid
Customer Support: [email protected] | Copyright 1999-2020 © | The Public Group, LLC. All rights reserved.

ATTACHMENT A

ATTACHMENT A
The
New York StateContract Reporter
This document printed
Tuesday, 08/11/2020
NYS' official source of contracting opportunities
Bringing business and government together
Contracting Opportunity
* * * This ad has not been published. It has been reviewed and pending publication. * * * Title: Aboveground Fuel and Fluid Storage with Related Hardware and Software Agency: Sourcewell
Division: Procurement Department
Contract Number: RFP 092920
Contract Term: 4 years, with potential 1 year extension.

Date of Issue: 08/12/2020
Due Date/Time: 09/29/2020 5:30 PM
County(ies): All NYS counties
Classification: Fuels & Lubricants - Commodities
Opportunity Type: General
Entered By: Chris Robinson
Description: Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software and Services 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://proporta l.sourcewell-mn.gov
]. Only proposals submitted through the
Sourcewell Procurement Portal will be considered. Proposals are due no later than September 29, 2020, at 4:30 p.m. Central Time, and late proposals will not be considered.

Service-Disabled Veteran-Owned Set Aside: No
1 of 2

ATTACHMENT A
Contact Information
Primary contact: Sourcewell
Procurement Department
Chris Robinson
Procurement Manager
202 12th Street NE
P.O. Box 219
Staples, MN 56479
United States
Ph: 218-895-4168
[email protected]
Submit to contact: Sourcewell
Procurement Department
Chris Robinson
Procurement Manager
202 12th Street NE
P.O. Box 219
Staples, MN 56479
United States
Ph: 218-895-4168
[email protected]
© 2020, Empire State Development http://www.esd.ny.gov/ 2 of 2

ATTACHMENT A


ProposalOpeningRecord


Dateofopening:September29,2020


SourcewellpostedRequestforProposal#092920,fortheprocurementofAbovegroundFuelandFluid StoragewithRelatedHardware,Software,andServices,ontheSourcewellProcurementPortal [proportal.sourcewellͲmn.gov]onTuesday,August11,2020,andthesolicitationremainedinanopen statuswithintheportaluntilSeptember29,2020,at4:30pmCT.TheRFPrequiredthatallproposalsbe submittedthroughtheSourcewellProcurementPortalnolaterthan4:30pmCTonSeptember29,2020, thedateandtimespecifiedintheSolicitationSchedule. 
TheundersignedcertifythatallresponsesreceivedonRequestforProposal#092920weresubmitted throughtheSourcewellProcurementPor
tal,andthateachProposer’sresponsematerialwasdigitally sealeduponsubmissionandremainedinaccessibleuntiltheduedateandtimespecifiedintheSolicitation Schedule.

Responseswerereceivedfromthefollowing:

ActerraGroup,Inc.–received9/29/20at8:31:02AM
BalcrankCorporation–recei
ved9/28/20at7:16:36AM
E.J.Ward–received9/29/20at12:09:42PM
EagleTanks,Inc.–received9/29/20at2:36:19PM
FireballEquipment,LTD–received9/29/20at10:48:13AM FuelCloudOPCO–received9/25/20at5:22:59PM
Gilbarco,Inc.–received9/29/20at8:53:21AM
Graco,Inc.–received9/29/20at3:52:04PM

JFAcquisition,LLC–received9/29/20at1:28:32PM
MakLocBuildingsInc.–received9/29/20at12:34:48PM ModernWeldingCompany,Inc.–received9/29/20at4:06:37PM MultiforceSystemsCorporation–received9/29/20at4:26:25PM OMNTECMfg.,Inc.–received9/29/20at9:59:36AM
OPWFuelManagemen
tSystems–received9/29/20at2:58:38PM
Polystar,Inc.–received9/28/20at1:22:00PM
SouthernPumpandTankCompany,LLC–received9/29/20at4:27:22PM SynͲTechSystems,Inc.–received9/29/20at2:33:44PM TitanChemicalTransferSolutions,LLC–received9/28/20at11:50:04AM WesternInternational,Inc.DBAWesternGlobal–received9/29/20at3:12:59PM 














ATTACHMENT A
 
TheProposalswereopenedelectronically,andalistofallProposerswasmadepubliclyavailableinthe SourcewellProcurementPortal,onSeptember29,2020,at4:31:10PMCT.Allresponsiveproposals werethensubmittedforreviewbytheSourcewellEvaluationCommittee. 





_______________________________________________________________ GregGrunig,ProcurementLeadAnalystCarolJackson,ProcurementAnalyst 















ATTACHMENT A
ActerraGroup Balcrank Corp. E.J.Ward EagleTanks,Inc. FireballEquipment FuelCloudOPCO Gilbarco,Inc. Graco,Inc. JFAcquisition MakLocBuildings PossiblePoints
ConformancetoTerms/
ConditionstoInclude
Documentation 50 42 34 44 35 35 41 43 41 41 Ͳ Pricing 400 309 343 357 289 239 311 360 328 336 Ͳ Financial,Industryand
MarketplaceSuccesses 75 63 58 65 53 53 57 69 63 63 Ͳ Bi
dder'sAbilitytoSell/Service
ContractNationally 100 73 78 82 63 67 71 86 84 80 Ͳ Bidder'sMarketingPlan 50 40 30 43 32 35 37 43 44 42 Ͳ ValueAddedAttributes 75 62 44 62 53 54 54 62 66 61 Ͳ WarrantyCoveragesand
Information 50 41 38 40 40 35 40 43 41 38 Ͳ Selectionan
dVarietyof
ProductsandServicesOffered 200 171 130 163 138 155 138 171 163 180 Ͳ TotalPoints 1,000 801 755 856 703 673 749 877 830 841 Ͳ RankOrder 101 2 41 61 71 3 2 8 71 9
ModernWelding MultiforceSystem OMNTECMfg. OPWFuelManagement Polystar,Inc. SouthernPump SynͲTechSystems,Inc. Titan ChemicalTransfer Western International PossiblePoints
ConformancetoTerms/
ConditionstoInclude
Doc
umentation 50 32 42 35 43 36 35 45 45 44 Pricing 400 236 356 333 334 318 318 323 363 358 Financial,Industryand
MarketplaceSuccesses 75 50 63 58 66 51 57 68 67 63 Bidder'sAbilitytoSell/Service
ContractNationally 100 73 78 77 86 65 76 88 91 78 Bidder'
sMarketingPlan 50 31 41 36 40 34 39 39 44 43 ValueAddedAttributes 75 35 64 56 64 46 35 66 68 65 WarrantyCoveragesand
Information 50 34 40 40 41 37 39 44 41 42 SelectionandVarietyof
ProductsandServicesOffered 200 138 165 152 168 128 136 155 181 175 TotalPoi
nts 1,000 629 849 787 842 715 735 828 900 868 RankOrder 18 5 11 6 15 14 9 1 3
_________________________________ ______________________________ ____________________________________ ____________________________ GregGrunig,ProcurementLeadAnalyst CarolJackson,ProcurementAnalyst MichaelMuñoz,CPPB,ProcurementAnalyst NickScholer,ProcurementAnalyst AbovegroundFuelandFluidStoragewithRelatedHardware,SoftwareandServicesRFP#092920 ProposalEvaluation








 





ATTACHMENT A

COMMENT AND REVIEW
to the
REQUEST FOR PROPOSAL (RFP) 092920
Entitled

Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services

The following advertisement was placed August 11, 2020 in Utah’s The Salt Lake Tribune, 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 August 12, 2020 in Oregon’s Daily Journal of Commerce:

Sourcewell, a State of Minnesota local government agency and service cooperative, is requesting proposals for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services 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 September 29, 2020, 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:

Accu-Flo Meter Services, LTD KleerBlue
Acterra Group, Inc. LES INDUSTRIES DESJARDINS, LTEE
All Peace Petroleum, A Division of Bar W
Petroleum
MakLoc Buildings, Inc.

Balcrank Corporation Metro Environmental Services, LLC Banlaw MI Petro Construction & Supply, Inc.

Capital Petroleum Service, Ltd Modern Welding Company, Inc.

Cornerstone Petroleum Equipment, Ltd Multiforce Systems Corporation E.J. Ward, Inc. OMNTEC Mfg., Inc.

Eagle Tanks, Inc. Dover Fueling Solutions, Inc., / OPW Fuel Management Systems
EAPC Engineers and Architects, P.C. Polystar, Inc.

EnergiSystems, LLC Pumps and Pressure, Inc.














ATTACHMENT A
Sourcewell Page 2 of 5

Fireball Equipment, LTD Quality Assured Manufacturing
FuelCloud OPCO Regina Construction Association
Fullidity, LLC Southern Pump and Tank Company, LLC
Gilbarco, Inc. Straightforward, LLC
GIR Fuel Management Syn-Tech Systems, Inc.

Graco, Inc. Titan Chemical Transfer Solutions, LLC
Husky Corporation Trak Engineering, Inc.

ICS Great Western, LP U-Fuel, Inc.

JF Acquisition, LLC Western International, Inc. DBA Western Global John M. Ellsworth Company

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 September 29, 2020, at 4:31:10 pm CT. Proposals were received from the following:

Acterra Group, Inc.

Balcrank Corporation
E.J. Ward, Inc.

Eagle Tanks, Inc.

Fireball Equipment, LTD
FuelCloud OPCO
Gilbarco, Inc.

Graco, Inc.

JF Acquisition, LLC
MakLoc Buildings Inc.

Modern Welding Company, Inc.

Multiforce Systems Corporation
OMNTEC Mfg., Inc.

Dover Fueling Solutions, Inc., / OPW Fuel Management Systems Polystar, Inc.

Southern Pump and Tank Company, LLC
Syn-Tech Systems, Inc.

Titan Chemical Transfer Solutions, LLC
Western International, Inc. DBA Western Global

Proposals were reviewed by the Proposal Evaluation Committee:

Greg Grunig, Procurement Lead Analyst
Carol Jackson, Procurement Analyst
Michael Munoz, Procurement Analyst
Nick Scholer, 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 equipment, products, and services offered in the proposal response of MakLoc Buildings Inc., fall outside of the 













ATTACHMENT A
Sourcewell Page 3 of 5

Requested Equipment, Products, or Services of the RFP. All other proposals were found to meet the scope and mandatory submittal requirements and were evaluated.

E.J. Ward, Inc., has a strong sales and service network comprised of a regionally based internal sales team, geographically dispersed service operations centers, and independent distributors/contractors across the US and Canada. They provide fuel management solutions including terminal hardware, sensors, software and SAAS equipment and products, and installation services. E.J. Ward is offering a significant discount from MSRP pricing on equipment, products, and services..

Gilbarco, Inc., has a comprehensive offering of hardware and software to meet fuel dispensing, tank management, and fuel management needs, as well as turn-key project management. They have 193 authorized distributors and 5,000 certified installation service contractors to serve participating entities across the US and Canada. Gilbarco offers a range of competitive discounts from list pricing by product category.

Graco Inc., manufactures pumping, dispensing, and metering equipment for bulk lubricants, DEF, and grease products, with free available online product training courses. They have over 500 distributors across North America to assist with the needs of Sourcewell participating entities. Graco offers a range of solid discounts from list pricing by product family.

JF Acquisition, LLC, is a distributor of fuel management equipment, products, parts and accessories, and a turnkey service provideroperating 33 branch offices, 4 distribution centers, and with a sales and service force of over 500 employees throughout the US. They offer new storage systems with a one-year parts and labor warranty included and have an e-Procurement website portal for participating entities. JF Acquisition pricing includes a significant discount from manufacturer list pricing with additional discounts available for volume or quantity purchases.

Multiforce Systems Corporation is the manufacturer, developer and distributor of a broad selection of fuel and fluid management products including fuel island, communications, and management hardware and software, with related installation and support services. Sales and service is available through an internal team, distribution and sales affiliates, and a designated installation and service partner. Multiforce offers competitive pricing with a discount off MSRP to Sourcewell participating entities.

Dover Fueling Solutions, Inc., / OPW Fuel Management offers a range of product brands, including Wayne Fueling Systems, OPW Fuel Management Systems, Clearview and OPW Retail Fueling, for a comprehensive fuel dispensing equipment and management systems solution. Their distribution network provides sales and service coverage throughout the United States and Canada. All OPW Fuel Management Systems, Wayne Fueling Systems, and OPW Retail Fueling equipment and products are being offered with a significant discount off the published price list.

Syn-Tech Systems, Inc., utilizes a large direct sales force and distributor network across the United States and Canada to offer scalable fuel management systems including fleet integration, telematics and data security. Syn- Tech provides a standard warranty with several extended warranty and maintenance plan options. They offer a considerable discount off MSRP pricing to Sourcewell participating entities.

Titan Chemical Transfer Solutions, LLC, offers The Blue1 product line including turn-key systems and equipment for DEF, petroleum and alternative energy solutions. Blue1 also provides turnkey installation services and environmental services such as underground tank removal, inspections and compliance assistance. With an extensive distributor network across the United States and Canada, they are well equipped to support Sourcewell 













ATTACHMENT A
Sourcewell Page 4 of 5
participating entities. Warranties cover all products and extended service contracts are available. Blue1 offers a significant discount off list price.

Western International, Inc., DBA Western Global, manufactures steel double-walled above-ground transportable and stationary fuel storage tanks and dispensing system solutions for handling of fuels, lubricants and other liquids. They cover the product warranty process for all equipment solutions provided irrespective of component manufacturer. Western Global offers a competitive pricing discount with additional volume discounts available.

Upon the above evaluation findings of the Proposal Evaluation Committee, the Sourcewell Chief Procurement Officer made the determination to award of Sourcewell Contract #092920 to:

Dover Fueling 092920-DVR
E.J. Ward, Inc. 092920-EJW
Gilbarco 092920-GVR
Graco 092920-GRC
JF Petroleum 092920-JFA
Multiforce 092920-MTF
Syn-Tech 092920-SYS
Titan Chemical 092920-TAN
Western Global 092920-WST
The preceding recommendations were approved on November 19, 2020. ______________________________________________
Greg Grunig, Procurement Lead Analyst
_________________________________________
Carol Jackson, Procurement Analyst
__________________________________________
Michael Munoz, CPPB, Procurement Analyst
________________________________________
Nick Scholer, Procurement Analyst














ATTACHMENT A
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 #092920 for Aboveground Fuel and Fluid Storage with Related Hardware, Software, and Services.

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 au thorized by Minnesota law to provide cooperative procurement contracts.

2. The 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














ATTACHMENT A

REGULAR MEETING MINUTES OF THE SOURCEWELL BOARD OF DIRECTORS Tuesday, February 18, 2020
Conference Room 3 & 4
202 12th St. NE, Staples, MN 56479
Chair Wilson called the Regular Board meeting to order at 6:16p.m. with the following members present: Greg Zylka, Scott Veronen, Ryan Thomas, Sharon Thiel, Mark Gerbi, Sara Nagel, Linda Arts and Mike Wilson. Also present were Paul Brownlow, Verndale Public Schools, and Simoine Bolin, Mid-State Education District, Ex-Officios; Chad Coauette, Mike Carlson, Susan Nanik, Marcus Miller, Paul Drange, Jeremy Schwartz, Travis Bautz, Jamie Loken, Ali O’Day, Chris Klein, and Danielle Wadsworth, Sourcewell staff; Dan Domenech, American Association of School Administrators, Guest.

Ms. Nagel moved, seconded by Mr. Thomas to accept the agenda as presented. Motion carried.

Mr. Zylka moved, seconded by Ms. Thiel to accept the minutes of the Regular Board Meeting held on January 21, 2020.

Motion carried.

Mr. Carlson presented the monthly Financial Reports.

Ms. Thiel moved, seconded by Mr. Thomas to approve the Resolution of Signed Authority. Motion carried.

Mr. Veronen moved, seconded by Mr. Zylka to approve the Check Register, Wire Transfer activity, and Wire Transfer- Employee Expense reimbursements as detailed in the batch reports dated February 12, 2020. Motion carried.

Mr. Veronen moved, seconded by Ms. Nagel to accept the Consent Agenda as follows:
x Updated Membership Agreements Members added January 1-31, 2019 x Resolution to approve permission to solicit the following category:
a. Fuel and Fluid Storage Systems, Equipment and Technology x Resolution to approve permission to re-solicit the following categories:
a. Public Sector Administrative-Related Software Solutions b. Rental Equipment
x Higher Education Procurement Internship Program Agreement for Illinois Institutions x Interlocal Cooperative Agreement with Becker County
x Interlocal Agreement with Douglas County
Motion carried.

Ms. O’Day gave a day in the life of a Sourcewell employee presentation on her role as a Marketing Project Coordinator.

Mr. Schwartz gave an update on the Operations, Procurement, and Information and Communications Technology Departments and contracts awarded in January as noted in Appendix A.

Mr. Zylka moved, seconded by Ms. Thiel to approve the Resolution to Approve Ratification of Cooperative Contracting Awards. Motion carried.

Mr. Bautz gave an update on the Membership and Marketing Departments.

Mr. Drange gave an update on the Regional Programs Department.

Ms. Nanik gave an update on the Facilities and Human Resource Departments.

Mr. Carlson gave an update on the Finance and Risk Management Departments.

Mr. Miller gave an update on the Government Relations and General Counsel Departments.

Mr. Veronen moved, seconded by Ms. Nagel to approve the Personnel Recommendations. Motion carried.

ATTACHMENT A
D
r. Coauette gave an update on State/National Associations and Partnerships.

Mr. Zylka moved, seconded by Mr. Thomas to adjourn the meeting at 8:16 p.m. Motion carried.

ATTACHMENT A
APPENDIXA
SOURCEWELLPROCUREMENTDEPARTMENT
BOARDITEMSͲFebruary2020
RequestingBoardpermissiontoSolicitthefollowingcategories:

RequestingBoardpermissiontoReͲSolicitthefollowingcategories:

NEWCONTRACTS
PPGArchitecturalFinishes 121219ͲPPG
"PaintwithRelatedSupplies,Equipment,and
Services"
TheSherwinͲWilliamsCompany 121219ͲSHW
"PaintwithRelatedSupplies,Equipment,and
Services"
5thYEARRENEWALS(CONTRACTEXTENSIONS)
BentleyMills 121715ͲBPS "FlooringwithRelatedEquipment" InterfaceAmericas 121715ͲIFA "FlooringwithRelatedEquipment" ManningtonMills,Inc. 121715ͲMMI "FlooringwithRelatedEquipment" MaslandContract 121715ͲMAS "FlooringwithRelatedEquipment" MohawkCarpetDistribution 121715ͲMCD "FlooringwithRelatedEquipment" ShawIndustries 121715ͲSII "FlooringwithRelatedEquipment" TarkettUSA,Inc. 121715ͲTFU "FlooringwithRelatedEquipment" AcroServiceCorporation 020817ͲACR "ManagedServiceProviderforI.T." GPSInsight,LLC 022217ͲGPI "FleetManagementandRelatedTechnology" NEWezIQCCONTRACTS
StateofNewYorkͲLongIsland
VolmarConstruction,Inc. LI01ͲGCͲ012920ͲVOL GeneralConstruction PolarisElectricalConstructionCorp. LI01ͲEͲ012920ͲPEC ElectricalConstruction StateofNewYorkͲNewYorkCity
GryphonConstructionInc. NYC01ͲGCͲ012920ͲGCI GeneralConstruction PolarisElectricalConstructionCorp. NYC01ͲEͲ012920ͲPEC ElectricalConstruction ProConGroup,Inc. NYC02ͲGCͲ012920ͲPCG GeneralConstruction WadeElectricIncorporated NYC02Ͳ
EͲ012920ͲWEI ElectricalConstruction
StateofTexasͲCentralTexasArea
JAMCOVentures,LLC TXͲCTͲGCͲ121819ͲJAM GeneralConstruction CentennialContractorsEnterprises TXͲCTͲGCͲ121819ͲCCE GeneralConstruction F.H.Paschen TXͲCTͲGCͲ121819ͲFHP GeneralConstruction
TMGContracting,LLC TXͲCTͲGCͲ121819ͲTCL GeneralConstruction Amstar,Inc. TXͲCTͲGCͲ121819ͲAMS GeneralConstruction
VelizCompany,LLC TXͲCTͲGCͲ121819ͲVCL GeneralConstruction DoyleElectric,LLC TXͲCTͲGCͲ121819ͲDEL GeneralConstruction ThePoundsGroup,LLC TXͲCTͲGCͲ121819ͲSUL GeneralConstruction CoreConstructionServicesofTexas TXͲCTͲGCͲ121819ͲCCT GeneralConstruction PlatinumRoofing,LLC TXͲCTͲRͲ121819ͲPLR Roofing
JAMCOVentures,LLC TXͲCTͲRCͲ121819ͲJAM Roofing
RoofConnectLogistics,Inc. TXͲCTͲRͲ121819ͲRCL Roofing
JAMCOVentures,LLC TXͲCTͲAPCͲ121819ͲJAM Asphalt/Paving/Concrete DoyleElectric,LLC TXͲCTͲEͲ121819ͲDEL Electrical
JAMCOVentures,LLC TXͲCTͲPͲ121819ͲJAM Painting
JAMCOVentures,LLC TXͲCTͲFͲ121819ͲJAM Flooring
JAMCOVentures,LLC TXͲCTͲWͲ121819ͲJAM Waterproofing
StateofTexasͲWestTexasArea
VelizCompany,LLC TXͲWTͲGCͲ121819ͲVCL GeneralConstruction F.H.Paschen TXͲWTͲGCͲ121819ͲFHP GeneralConstruction
Amstar,Inc. TXͲWTͲGCͲ121819ͲAMS GeneralConstruction
CoreConstructionServicesofTexas TXͲWTͲGCͲ121819ͲCCT GeneralConstruction RoofConnectLogistics,Inc. TXͲWTͲRͲ121819ͲRCL Roofing
StateofTexasͲPermianBasinArea
VelizCompany,LLC TXͲPBͲGCͲ121819ͲVCL GeneralConstruction CONSENTAGENDAITEMS
FuelandFluidStorageSystems,EquipmentandTechnology RentalEquipment
PublicSectorAdministrativeͲRelatedSoftwareSolutions FeeManagementandOnlinePaymentPortalSoftwareSolutions

ATTACHMENT A
APPENDIXAContinued
F.H.Paschen TXͲPBͲGCͲ121819ͲFHP GeneralConstruction
TommyKleinConstruction TXͲPBͲGCͲ121819ͲTKL GeneralConstruction Amstar,Inc. TXͲPBͲGCͲ121819ͲAMS GeneralConstruction
CoreConstructionServicesofTexas TXͲPBͲGCͲ121819ͲCCT GeneralConstruction ezIQCRENEWALS
AstraConstructionServices,LLC FLͲSWAͲGC04Ͳ121918ͲACS GeneralConstruction AdvancedRoofing,Inc. FLͲSWAͲR01Ͳ121918ͲADR RoofingConstruction AdvancedRoofing,Inc. FLͲECAͲR01Ͳ121918ͲADR RoofingConstruction LEEConstructionGroup,Inc. FLͲECAͲGC02Ͳ121918ͲLCI GeneralConstruction LEEConstructionGroup,Inc. FLͲSWAͲGC02Ͳ121918ͲLCI GeneralConstruction McKenzieContracting,LLC FLͲECAͲUG1Ͳ121918ͲMCL UndergroundConstruction JohnsonͲLauxConstruction,LLC FLͲSWAͲGC03Ͳ121918ͲJLC GeneralConstruction McKenzieContracting,LLC FLͲSWAͲUG1Ͳ121918ͲMCL UndergroundConstruction JohnsonͲLauxConstruction,LLC FLͲECAͲGC03Ͳ121918ͲJLC GeneralConstruction AstraConstructionServices,LLC FLͲECAͲGC04Ͳ121918ͲACS GeneralConstruction ShiffConstruction&Development,Inc. FLͲSWAͲGC01Ͳ121918ͲSCD GeneralConstruction ShiffConstruction&Development,Inc. FLͲECAͲGC01Ͳ121918ͲSCD GeneralConstruction WhalenElectric,LLC OHGCDAEOMBͲ013018ͲWHE ElectricalConstruction TheLuskGroup OHGCDAGCOMAͲ013018ͲLUS GeneralConstruction F.H.Paschen,S.N.Nielsen&Associates,LLC OHGCDAGCOMBͲ013018ͲFHP GeneralConstruction TheLuskGroup OHGCDAEOMAͲ013018ͲLUS ElectricalConstruction TheLuskGroup OHGCDAHVOMAͲ013018ͲLUS HVACConstruction TheLuskGroup OHGCDAROMAͲ013018ͲLUS RoofingConstruction TheLuskGroup OHGCDACOMAͲ013018ͲLUS ConcreteConstruction Perkins/CarmackConstruction,LLC OHGCDAGCOMCͲ013018ͲPCC GeneralConstruction Perkins/CarmackConstruction,LLC OHGCDACOMBͲ013018ͲPCC ConcreteConstruction CustomControlsGroup OHGCDAGCOMDͲ013018ͲCCG GeneralConstruction CustomControlsGroup OHGCDAROMBͲ013018ͲCCG RoofingConstruction CustomControlsGroup OHGCDAHVOMBͲ013018ͲCCG HVACConstruction WestsidePaving&Excavating,Inc. OHGCDAAPOMAͲ013018ͲWPE AsphaltPavingConstruction WestsidePaving&Excavating,Inc. OHGCDAWUIOMAͲ013018ͲWPE WaterSewerUndergroundInfrastructure UniversalContractingCorporation OHGCDAGCOMEͲ013018ͲUCC GeneralConstruction

ATTACHMENT A

SOURCEWELL

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

RESOLUTION TO RATIFY COOPERATIVE CONTRACTING AWARDS
Resolution No. 2020-32
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
^ŚĂƌŽŶdŚŝĞů
'ƌĞŐLJůŬĂ
EKE

tŝůƐŽŶ͕LJůŬĂ͕sĞƌŽŶĞŶ͕EĂŐĞů͕dŚŽŵĂƐ͕dŚŝĞů͕ƌƚƐĂŶĚ<ŝƌĐŚĞƌ 







 






ATTACHMENT A
APPENDIXA
SOURCEWELLPROCUREMENTDEPARTMENT
BOARDITEMSͲDecember2020
GroundsMaintenanceEquipment,Attachments,andAccessories NEWCONTRACTS
SupplierName ContractNumber SolicitationTitle
MSCIndustrialSupply 101320ͲMSI "JanitorialSuppliesandEquipmentwithRelatedServices" StaplesContract&Commercial,LLC 101320ͲSCC "JanitorialSuppliesandEquipmentwithRelatedServices" W.W.Grainger,Inc. 101320ͲWWG "JanitorialSuppliesandEquipmentwithRelatedServices" DoverFuelingSolutions,Inc. 092920ͲDVR
"AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices"
E.J.Ward,Inc. 092920ͲEJW
"AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices"
Gilbarco,Inc. 092920ͲGVR
"AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices"
Graco,Inc. 092920ͲGRC
"AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices"
JFPetroleumGroup 092920ͲJFA
"Aboveground
FuelandFluidStoragewithRelatedHardware,Software, andServices"
MultiforceSystemsCorp. 092920ͲMTF
"AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices"
SynͲTechSystems,Inc. 092920ͲSYS
"AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices"
TitanChemicalTransferSolutions,LLC 092920Ͳ TAN
"AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices"
WesternGlobal 092920ͲWST
"AbovegroundFuelandFluidStoragewithRelatedHardware,Software, andServices"
CONTRACTEXTENSIONS
SupplierName ContractNumber SolicitationTitle
GilbarcoVeederͲRoot 022217ͲGVR "FleetManagementandRelatedTechnologySolutions" SynoviaSolutions 022217ͲSSL "FleetManagementandRelatedTechnologySolutions" PitneyBowes 041917ͲPIT
"MailingandPostageEquipmentwithRelatedSoftware,Accessories, ServicesandSupplies"
NationalAutoFleetGroup 081716ͲNAF "Class6,7,and8ChassiswithRelatedEquipment" FalconRoadMaintenance 052417ͲFRM "RoadwayMaintenanceEquipment" AudioEnhancement,Inc. 111616ͲAEI
"ClassroomAudioTechnologyEquipmentwithRelatedAccessories, ServicesandSupplies"
NEWezIQCCONTRACTS
CompanyName ContractNumber StateͲRegionͲTypeofWork ezIQCRENEWALS
CompanyName ContractNumber
MinnesotaExteriors,Inc. MNͲTMAͲR01Ͳ120518ͲMEI
KrausͲAndersonConstructionCompany MN ͲSEAͲGC03Ͳ120518ͲKRU KrausͲAndersonConstructionCompany MN ͲSWAͲGC02Ͳ120518ͲKRU KrausͲAndersonConstructionCompany MN ͲNCMͲGC04Ͳ120518ͲKRU InnovativeBuildersofAlexandria,Inc. MNͲRRVͲGC01Ͳ120518ͲIBA McDowallCompany MNͲRRVͲR02Ͳ120518ͲMDC
KrausͲAndersonConstructionCompany MN ͲIRAͲGC02Ͳ120518ͲKRU SolidRockConstruction MNͲCMAͲGC03Ͳ120518ͲSRC
KrausͲAndersonConstructionCompany MN ͲTMAͲGC05Ͳ120518ͲKRU NorͲSon,Inc. MNͲIRAͲGC01Ͳ120518ͲNSI
NorͲSon,Inc. MNͲSEAͲGC01Ͳ120518ͲNSI
CONSENTAGENDAITEMS
TreeandVegetationManagementEquipment,Attachments,andAccessories AuctionServiceswithRelatedSolutions(published12/08/20) FacilitiesMaintenanceServices
BulkSolidWasteandRecyclingEquipmentwithRelatedServices,AccessoriesandSupplies SpecialEducationTeletherapyServices
RequestingBoardpermissiontoReͲSolicitthefollowingcategories:

RequestingBoardpermissiontoSolicitthefollowingcategories:

PlasticRefuseandRecyclingContainerSolutionsandRelatedEquipment,SuppliesandAccessories 







 






ATTACHMENT A
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








 






ATTACHMENT A
E.J. Ward #092920-EJW

Pricing for contract #092920-EJW offers Sourcewell participating agencies 20% discount off list price.

ATTACHMENT A
REV 2022-05-25
Exhibit B:

Insurance Requirements for EJ Ward
(Fuel Site Upgrades)
Ve
ndor/Consultant shall procure and maintain for the duration of the contract insurance against claims for security breaches, system failures, injuries to persons, damages to software, or damages to property (including computer equipment) which may arise from or in connection with the performance of the work hereunder by the Vendor, its agents, representatives, or employees. Vendor shall procure and maintain for the duration of the contract insurance claims arising out of their services and including, but not limited to loss, damage, theft or other misuse of data, infringement of intellectual property, invasion of privacy and breach of data.

MINIMU

M SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

1. Co
mmercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Au
tomobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non- owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Wo
rkers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
(Not required if consultant provides written verification it has no employees)

4. Cy
ber Liability Insurance, with limits not less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Vendor in this agreement and shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.

ATTACHMENT A
REV 2022-05-25

Technology Professional Liability Errors & Omissions

Technology Professional Liability Errors and Omissions Insurance appropriate to the Consultant’s profession and work hereunder, with limits not less than $2,000,000 per occurrence. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by the Vendor in this agreement and shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.

a. The Policy shall include, or be endorsed to include, property damage liability coverage for damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of the Agency in the care, custody, or control of the Vendor. If not covered under the Vendor’s liability policy, such “property” coverage of the Agency may be endorsed onto the Vendor’s Cyber Liability Policy as covered property as follows:

If the Vendor maintains broader coverage and/or higher limits than the minimums shown above, the City of Stockton requires and shall be entitled to the broader coverage and/or the higher limits maintained by the contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City of Stockton.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
The City of Stockton, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Vendor including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). Additional insured Name of Organization shall read “City of Stockton, its officers, officials, employees, and volunteers.” Policy shall cover City of Stockton, its officers, officials, employees, and volunteers for all locations work is done under this contract.

ATTACHMENT A
REV 2022-05-25
Primary Coverage
For any claims related to this contract, the Vendor’s insurance coverage shall be primary and non-contributory. Coverage for commercial liability shall be at least as broad as ISO CG 20 01 04 13 as respects the City of Stockton, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City of Stockton, its officers, officials, employees, or volunteers shall be excess of the Vendor’s insurance and shall not contribute with it. This requirement shall also apply to any Excess policies. The City of Stockton does not accept endorsements limiting the Vendor’s insurance coverage to the sole negligence of the Named Insured.

Umbrella or Excess Policy
The Vendor may use Umbrella or Excess Policies to provide the liability limits as required in this agreement. This form of insurance will be acceptable provided that all of the Primary and Umbrella or Excess Policies shall provide all of the insurance coverages herein required, including, but not limited to, primary and non-contributory, additional insured, Self-Insured Retentions (SIRs), indemnity, and defense requirements. The Umbrella or Excess policies shall be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying Commercial General Liability insurance. No insurance policies maintained by the Additional Insureds, whether primary or excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until the Vendor’s primary and excess liability policies are exhausted.

Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City of Stockton.

Waiver of Subrogation
Vendor hereby grants to City of Stockton a waiver of any right to subrogation which any insurer of said Vendor may acquire against the City of Stockton by virtue of the payment of any loss under such insurance. Vendor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City of Stockton has received a waiver of subrogation endorsement from the insurer.

Self -Insured Retentions
S
elf-insured retentions must be declared to and approved by the City of Stockton. The City of Stockton may require the Vendor to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City of Stockton. The CGL and any policies, including Excess liability

ATTACHMENT A
REV 2022-05-25
policies, may not be subject to a self-insured retention (SIR) or deductible that exceeds $25,000 unless approved in writing by City of Stockton. Any and all deductibles and SIRs shall be the sole responsibility of Vendor or subcontractor who procured such insurance and shall not apply to the Indemnified Additional Insured Parties. City of Stockton may deduct from any amounts otherwise due Vendor to fund the SIR/deductible. Policies shall NOT contain any self-insured retention (SIR) provision that limits the satisfaction of the SIR to the Named Insured. The policy must also provide that Defense costs, including the Allocated Loss Adjustment Expenses, will satisfy the SIR or deductible. City of Stockton reserves the right to obtain a copy of any policies and endorsements for verification.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A-:VII, unless otherwise acceptable to the City of Stockton.

Claims Made Policies (Professional & Pollution only)
If any of the required policies provide coverage on a claims-made basis:

1. T
he Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work .

3. If coverage is canceled or non-renewed, and not replaced with another claims - made policy form with a Retroactive Date prior to the contract effective date, the Vendor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.

Verification of Coverage
Ve
ndor shall furnish the City of Stockton with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause and a copy of the Declarations and Endorsements Pages of the CGL and any Excess policies listing all policy endorsements. All certificates and endorsements and copies of the Declarations & Endorsements pages are to be received and approved by the City of Stockton before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Vendor’s obligation to provide them. The City of Stockton reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. City of Stockton reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

ATTACHMENT A
REV 2022-05-25
Subcontractors
Vendor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Vendor shall ensure that City of Stockton is an additional insured on insurance required from subcontractors.

Special Risks or Circumstances
City of Stockton reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

Cert
ificate Holder Address
Th
e address for mailing certificates, endorsements and notices shall be:

Ci
ty of Stockton
Its Officers, Officials, Employees and Volunteers
400 E Main Street, 3rd Floor – HR
Stockton, CA 95202

ATTACHMENT A
Part # 1465 S. Lincoln St., Stockton, CA 95206 - Model/Description Qty Price Extended FCT-IOT-10H 10-hose IOT Terminal - Keypad Entry, FOB, CANceiver and TAG use enabled EXCLUDED: Any non standard cellular antenna configuration caused by a local environmental condition outside E.J. Ward control.
1 $11,371.70 $11,371.70
KIT-HMDA Hose Module Kit Dual Antenna 8 $390.17 $3,121.32 Part # 1465 S. Lincoln St., Stockton, CA 95206 - Model/Description Qty Price Extended LABORPM Project Management (per hour) 8 $160.00 $1,280.00 Furnish materials, labor and equipment for the following scope of work:

Obtain APCD Authority to Construct permit and EHD Permit. All other fees will be billed by APCD to be paid by the owner. Install (4) Dispenser Conversion kits. Install (4) Bennett dispenser(s) to utilize existing plumbing and hardware at each dispenser. Utilize existing electrical conduits and wire at each of the (4) dispenser(s). Utilizing existing conduits, install shielded comm wiring to each dispenser back to EJ Ward Terminal. Install owner’s existing hanging hardware and dispenser hardware. Start system up, purge lines, meters, and calibrate dispensers to Department of Weight and Measures standards.

Provide start up testing with APCD. Install (1) EJ Ward Fuel Management System, utilizing power and dispenser new communication wiring Remove (4) existing dispenser(s), haul offsite, and dispose of it/them.
1 $134,812.84 $134,812.84
Hardware:
(2) 37112SNS-SGCFC2-ANBPJ2NNSSN-NAW Model: 3712SNS-9 - 1 Prod. / 2 Hose(s) / 2 Side(s) / Standard Flow / Suction Pump / High Hose - Cover / Front Mount / Totalizers / Gallons / Pulse Output / Jbox / Black End Column / White Lower Door (Gasoline) / Standard / Product 1: 106241 / Warranty: 1 Year (2) 37112SNS-SGCFC2-ANBPJ2NNSSN-NAW Model: 3712SNS-9 - 1 Prod. / 2 Hose(s) / 2 Side(s) / Standard Flow / Suction Pump / High Hose - Cover / Front Mount / Totalizers / Gallons / Pulse Output / Jbox / Black End Column / Green Lower Door (Diesel) / Standard / Product 1: 106241 / Warranty: 1 Year (4) VST-012096 - 12 Inch x 8 Foot ENVIRO-LOC EVR Platinum Combo Balance Hanging Hardware Kit Curb Pump Hose, With Breakway And Nozzle
(4) Bravo Conversion Kits NV-B2000-OPP
(8) D-HW Decal Health Warning
(4) VR-A-800-952-5558 Nozzle Operation Decal w/ Carb Contract Info (8) No Smoking Signs
1 Included Included
Shipping and Handling 1 $3,041.18 $3,041.18
Sales Tax 1 $5,742.35 $5,742.35
Notes: 1. Quote valid until 7-1-2024 Total $159,369.38 City of Stockton - 1465 S. Lincoln St., Stockton, CA 95206 - Hardware & Labor (rekv3) - 02-28-2024 Sourcewell #092920-EJW
Upgrade Fuel Management System - Hosted by SimplyFuel Solutions LLC.

EXHIBIT C

ATTACHMENT A
Part # 2500 Navy Dr., Stockton, CA 95206 - Model/Description Qty Price Extended FCT-IOT-5H 5-hose Cellular IOT Terminal - Keypad Entry, FOB, CANceiver and TAG use enabled EXCLUDED: Any non st a ndard cellular antenna configuration caused by a local environmental condition outside E.J. Ward control.
1 $10,660.97 $10,660.97
KIT-
HMDA Hose Module Kit Dual Antenna 1 $390.17 $390.17
Part # 2500 Navy Dr., Stockton, CA 95206 - Model/Description Qty Price Extended LABORPM Project Management (per hour) 8 $160.00 $1,280.00 Obtain APCD Authority to Construct permit. All other fees will be billed by APCD to be paid by the owner. Install (1) Bravo Pedestal – Mount for Bennett Dispenser Sump. Install (1) Single dispenser to utilize ex
isting plumbing and hardware at each dispenser. Utilize existing electrical conduits and wire at the existing pumping unit. Utilizing existing conduit, install shielded comm wiring for dispenser to EJ Ward unit. Install owner’s existing hanging hardware and dispenser hardware. Start system up, purge lines, meters, and calibrate dispensers to Department of Weight and Measures standards.

Provide start up testing with APCD. Install (1) EJ Ward Fuel Management System, utilizing existing power and dispenser communication wiring. Remove (1) existing dispenser(s), haul offsite, and dispose of it/them.
1 $53,411.94 $53,411.94
Hardware:
(1) 3711SNP-SGLF1-ANNPJ2NNHSN-NAG Model:3711 sns-2 - 1 Prod. / 1 Hose(s) / 1 Side(s) / Standard Flow / Suction P
ump / Low Hose / Front Mount / Totalizers / Gallons / Pulse Output / Jbox / Black End Column / Green Lower Door (Diesel) / Solenoid Valve / Product 1: 106239 / Warranty: 1 Year (1) 3712SNS-SGLS2-ANNPJ2NNHSN-NAW Model: 3712SNS-5 - 1 Prod. / 2 Hose(s) / 2 Side(s) / Standard Flow / Suction Pump / Low Hose / Side Mount / Totalizers / Gallons / Pulse Output / Jbox / Black End Column / White Lower Door (Gasoline) / Standard / Product1: 106241 / Warranty:1 Year (2) A6430-1 Bravo Pedestal-mount for Bennett 3000 above-ground dispenser sump epoxy galvanized steel (Bennett 3711-SNR-17)
(2) BK-1011 Bravo Boss-mount bracket for B1000 and stabilizer bar for 11" wide assembly with hardware.

Gasboy Atlas model & Bennett
(2) K-52 Bravo (BRKT-8600-52-ADR) Bravo Kit for Gasboy and Tokheim 52 Valve Mounting Kit Valve requires BK- 6000 type brackets Includes (2) 5" long, 7/16" all thread, Grade 8 bolts, (4) Grade 8 nuts and (4) 7/16" washer (2) B-33-3-2-1 1/2" Bravo Flexible 3", 2", and 1-1/2" combination fitting; includes BR-2x1-1/2" insert (2) B-17 Bravo 3/4", 1" galvanized conduit, single-sided flexible entry boot (2) EB-664-302-01 Franklin Pressure regulator valve male adapter top (1) D-HW Decal Health Warning
(1) VR-A-800-952-5558 Nozzle Operation Decal w/Carb Contract Info (2) No Smoking Signs
1 Included Includ ed
Shipping and Handling 1 $1,364.71 $1,364.71
Sales Tax 1 $2,174.25 $2,174.25
Notes: 1. Quote valid until 7-1-2024 Total $69,282.03
City of Stockton- 2500 Navy Dr., Stockton, CA 95206 - Hardware & Labor (rekv3) - 02-19-2024 Sourcewell #092920-EJW

EXHIBIT C

ATTACHMENT A
Part # 22 E. Market Street, Stockton, CA 95202 - Model/Description Qty Price Extended FCT-IOT-5H 5-hose Cellular IOT Terminal - Keypad Entry, FOB, CANceiver and TAG use enabled EXCLUDED: Any non standard cellular antenna configuration caused by a local environmental condition outside E.J. Ward control.
1 $10,660.97 $10,660.97
KIT-HMDA Hose Module Kit Dual Antenna 1 $390.17 $390.17 Part # 22 E. Market Street, Stockton, CA 95202 - Model/Description Qty Price Extended LABORPM Project Management (per hour) 8 $160.00 $1,280.00 Obtain APCD Authority to Construct permit. All other fees will be billed by APCD to be paid by the owner. Install (2) Above Ground Dispenser Containments and anchor Install (2) Suction Pumps to utilize existing plumbing and hardware at each dispenser. Utilize existing electrical conduits and wire at each of the (2) dispensers, utilizing existing conduit, install dispenser shielded comm wiring from dispenser to EJ Ward unit. Install owner’s existing hanging hardware and dispenser hardware. Start system up, purge lines, meters, and calibrate dispensers to Department of Weight and Measures standards. Provide start up testing with APCD. Install (1) EJ Ward Fuel Management System, utilizing existing power and dispenser communication wiring. Remove (1) existing dispenser(s), haul offsite, and dispose of it/them.
1 $49,649.43 $49,649.43
Hardware:
(1) 3712SNS-SGLS2-ANNPJ2NNHSN-NAW Model: 3712SNS-5 - 1 Prod. / 1 Hose(s) / 1 Side(s) / Standard Flow / Suction Pump / Low Hose / Front Mount / Totalizers / Gallons / Pulse Output / Jbox / Black End Column / White Lower Door (Gasoline) / Standard / Product 1: 10241 / Warranty: 1 Year (1) 3711SNP-SGLF1-ANNPJ2NNHSN-NAG Model: 3711sns-2 - 1 Prod. / 1 Hose(s) / 1 Side(s) / Standard Flow / Suction Pump / Low Hose / Front Mount / Totalizers/ Gallons / Pulse Output / Jbox / Black End Column / Green Lower Door (Diesel / Solenoid Valve / Product 1: 106239 / Warranty:1 Year (2) A6430-1 Bravo Pedestal-mount for Bennett 3000 above-ground dispenser sump epoxy galvanized steel (Bennett 3711-SNR-17)
(2) BK-1011 Bravo Boss-mount bracket for B1000 and stabilizer bar for 11" wide assembly with hardware.

Gasboy Atlas model & Bennett
(2) K-52 Bravo (BRKT-8600-52-ADR) Bravo Kit for Gasboy and Tokheim 52 Valve Mounting Kit Valve requires BK- 6000 type brackets Includes (2) 5" long, 7/16" all thread, Grade 8 bolts, (4) Grade 8 nuts and (4) 7/16" washer (2) B-33-3-2-1 1/2" Bravo Flexible 3", 2", and 1-1/2" combination fitting; includes BR-2x1-1/2" insert (2) B-17 Bravo 3/4", 1" galvanized conduit, single-sided flexible entry boot (2) EB-664-302-01 Franklin Pressure regulator valve male adapter top (4) D-HW Decal Health Warning
(2) VR-A-800-952-5558 Nozzle Operation Decal w/Carb Contract Info (4) No Smoking Signs
1 Included Included
Shipping and Handling 1 $1,864.71 $1,864.71
Sales Tax 1 $1,661.82 $1,661.82
Notes: 1. Quote valid until 7-1-2024 Total $65,507.09
Total $294,158.50City of Stockton - (3) locations - Hardware & Labor City of Stockton- 22 E. Market Street, Stockton, CA 95202 - Hardware & Labor (rekv3) - 02-19-2024 Sourcewell #092920-EJW

EXHIBIT C

ATTACHMENT A