HomeMy WebLinkAboutItem 09f - Purchase Order with Textron E-Z Go, LLC
STAFF REPORT
PUBLIC WORKS SERVICES DEPARTMENT
DATE: December 2, 2025
TO: Honorable Mayor and City Council
FROM: Paul Cranmer, Public Works Services Director
By: Carmen Masud, Deputy Public Works Director
SUBJECT: PURCHASE ORDER WITH TEXTRON E-Z GO, LLC FOR THE PURCHASE OF
NINE 2026 RXV ELITE E-Z GO GOLF CARTS IN THE AMOUNT OF
$80,952.30
CEQA: Not a Project
Recommendation: Approve
SUMMARY
The Fiscal Year 2024-25 Equipment Replacement Budget provides for the
replacement of golf carts for the Arcadia Par 3 Golf Course. After exploring possible
purchasing options, it was determined that using Sourcewell, a national cooperative
purchasing program, enables the City to streamline the process of procuring new
golf carts while receiving the best price possible. It is recommended that the City
Council approve a Purchase Order with Textron E-Z Go, LLC for the purchase of nine
2026 RXV Elite E-Z Go Golf Carts in the amount of $80,952.30.
BACKGROUND
The Arcadia Par 3 Golf Course opened in 1962 and offers an 18-hole course on
approximately 26 acres. Weather permitting, the golf course is open for business at
least 12 hours per day, 360 days per year. The City of Arcadia has a management
agreement with Touchstone Golf, LLC for the management of the course. The Public
Works Services Department (“PWSD”) is responsible for ensuring that the Arcadia Par
3 Golf Course facility and grounds are properly maintained and that the equipment
utilized at the course is in good condition.
Purchase Order with Textron E-Z Go, LLC
December 2, 2025
Page 2 of 4
The Par 3 Golf Course currently uses seven golf carts to support daily course
operations. The golf carts are 2016 models that are in poor condition due to heavy
use. The older model golf carts are powered by acid batteries that are expensive to
replace. The aluminum frames of the current golf carts are corroding and cracking,
showing signs of cosmetic wear and tear. Due to the age of these golf carts,
replacement parts are not only expensive, but difficult to source. Of the existing fleet,
two golf carts are no longer operational, and the remaining units are nearing the end
of their useful life. While efforts have been made over the years to prolong the life
span of the golf carts, new golf carts are needed to maintain reliable operations of
the facility.
DISCUSSION
The Fiscal Year 2024-25 Equipment Replacement Budget provides for the purchase
of replacement golf carts. The new golf carts will be equipped with 2.2 single Elite
battery packs and chargers, which will ensure reliable operation. The carts will
include white steel wheels and fender scuff guards for durability, as well as premium
steering wheels for improved ergonomics. Additional features include windshields
and sun canopies to support the comfort of players at the Par 3 Golf Course.
After exploring possible purchasing options, it was determined that using Sourcewell,
a national cooperative purchasing program, enables the City to streamline the
process of procuring new golf carts while receiving the best price possible. The
California Government Code authorizes public agencies to participate in cooperative
purchasing agreements while remaining within the City’s adopted rules and
procedures for purchasing. By utilizing a cooperative purchasing program, the City
can streamline the procurement process for the new golf carts at a lower cost than
the traditional competitive bidding process. Sourcewell has awarded a contract to
Textron E-Z Go, LLC for golf and recreational vehicles. A copy of the agreement
between Sourcewell and Textron E-Z Go, LLC is attached. The PWSD reviewed the
bidding process and Sourcewell’s contract and determined that they meet the City’s
procurement requirements. A copy of Textron E-Z Go, LLC’s contract is attached.
ENVIRONMENTAL ANALYSIS
Purchase Order with Textron E-Z Go, LLC
December 2, 2025
Page 3 of 4
The proposed action does not constitute a project under the California
Environmental Quality Act (“CEQA”), as it can be seen with certainty that it will have
no impact on the environment.
Purchase Order with Textron E-Z Go, LLC
December 2, 2025
Page 4 of 4
FISCAL IMPACT
The cost for nine 2026 RXV Elite E-Z Go Golf Carts is $80,952.30. Funds in the amount
of $110, 200 have been budgeted in the Fiscal Year 2024-25 Equipment Replacement
Fund for Par 3 Golf Course Equipment. Sufficient funds are available for this
purchase.
RECOMMENDATION
It is recommended the City Council determine that this action does not constitute a
project under the California Environmental Quality Act (“CEQA”); and approve a
Purchase Order with Textron E-Z Go, LLC for the purchase of nine 2026 RXV Elite E-Z
Go Golf Carts in the amount of $80,952.30.
Attachments: Textron E-Z Go, LLC Proposal
Sourcewell Contract
PREPARED FOR:
The Best Will Always Have Our
Name On It.
Arcadia Golf Course
Partner with the Industry Leader
November 6, 2025
Arcadia Golf Course
Paul Cranmer
620 E Live Oak Ave
Arcadia, CA 91006
Dear Paul Cranmer,
E-Z-GO® is honored to prepare this exclusive proposal for Arcadia Golf Course and its members. Since 1954, E-Z-GO has been at the
forefront of innovation, reliability and service for the last 70 years. We are committed to providing our customers with vehicle solutions
that exceed expectations and perform to the demands of your facilities.
E-Z-GO and Cushman® vehicles are manufactured with purpose in mind. We have taken the golf car industry by storm with technologies
such as the Samsung Powered ELiTE Lithium batteries, a first-of-its-kind EX1 gas engine, and our Textron Pace systems. These
technologies, paired with our reliable fleet and utility vehicle options, provide an experience refined to elevate and improve any course to
a premium caliber.
The E-Z-GO and Cushman advantage goes far beyond our products. You’ll gain access to a level of service and support unsurpassed in the
industry, through the largest fleet of factory direct service technicians, our strong network of factory-owned branch locations and
authorized distributors.
Through highly reputable regional sponsorships, professional golfers and industry partners, we are dedicated to advancing the game of
golf and the industry that fuels it.
Our constant pursuit for innovation, performance and customer service elevated our name to the premium provider in the industry.
We’re committed to the game and will never stop looking for what’s next. Never settling has put our products on the most prestigious
courses and facilities in the world so if you’re looking for the best, E-Z-GO and Cushman have you covered.
As you review the enclosed materials, please do not hesitate to contact me with additional questions. I look forward to hearing from you
soon, and to serving you at Arcadia Golf Course.
With sincere appreciation,
Austin Stinson
Territory Sales Manager
astinson@textron.com
Proposal
Arcadia Golf Course
November 6, 2025
RXV ELITE
5-YEAR BATTERY WARRANTY ZERO MAINTENANCE BATTERIES ADVANCED INTELLIBRAKE TECHNOLOGY
SAMSUNG SDI LITHIUM BATTERIES UNBEATABLE ENERGY EFFICIENCY LOWEST COST OF OPERATIONS
2026 Model Year 9
Body Color Slate Gray 9
Standard Seat Gray 9
Hole-in-One 18x8.50-8, 4 Ply, White Steel Wheel 9
Spoke, Silver (Set of 4)9
2.2 Single ELiTE Battery Pack 9
Light World Charger, ELiTE (3 m [10 ft] Cord)9
Premium Steering Wheel 9
Fender Scuff Guard 9
USB Port 9
Sand Bottle (Single) (Both)18
Message Holder - 54" Canopy Only 9
Sun Canopy, 54" Black 9
Windshield, Fold Down 9
Custom Logo/Decals 9
Freight 9
STANDARD FEATURES
ACCESSORIES
\i1\
Proposal
Arcadia Golf Course
November 6, 2025
SPECIAL CONSIDERATIONS
EZGO’s Sourcewell contract #091024-JCS
City of Arcadia's member #93725
Based on the structure of the above proposed deal, the following documentation will be required for all deals, to establish creditworthiness:
LEASED NEEDS:
·Signed Credit Application, Last two full years of Audited Financial Statements, and YTD Financial Statements (Income Statement, Balance Sheet)
CASH PURCHASE NEEDS:
·Bank Letter (Proof of Funds at 90 days prior to delivery) OR Financials (Income Statement, Balance Sheet) to establish a Credit Limit with E-Z-GO.
While it’s our intent to hold this pricing, this pricing is subject to change due to factors that are beyond the control of E-Z-GO. Final interest rates, trade values,
commodities and other factors will be determined 45 days prior to delivery.
The terms of the Pace Technology Data Systems Agreement (available under “Download Documents” at https://ezgo.com/pacetechnologyprivacy) governs the
use of Pace Technology systems and services, including the entry and processing of any Personal Data.
NOTE: All goods ordered in error by the Customer or goods the Customer wishes to return are subject to a restock fee. The restock fee is 3% of the original invoice value of the goods. Prices quoted above are those currently in effect and are guaranteed subject to acceptance within 30
days of the date of this proposal. Applicable state taxes, local taxes, and insurance are not included. Lease rates may change if alternate financing is required. Payment schedule(s) does not include any finance, documentation, or initiation fees that may be included with the first
payment. All lease cars and trades must be in running condition and a fleet inspection will be performed prior to pick up. It is the club's responsibility to either repair damages noted or pay for the repairs to be completed. All electric cars must have a working charger. All pricing and
trade values are contingent upon management approval. Any change to the accessory list must be obtained in writing at least 30 days prior to production date.
Arcadia Golf Course E-Z-GO
Accepted by:\s1\ _________________________________________Accepted by:\s2\ _________________________________________
Title:\t1\ ________________________________________________Title:\t2\ ________________________________________________
Date:\d1\ _______________________________________________Date:\d2\ _______________________________________________
YEAR MODEL PAYMENT TERM QTY UNIT PRICE UNIT TOTAL
\cashpayment1_1
\2025 RXV ELiTE Net 30 9 $8,140.00 $73,260.00
TOTAL UNIT AMOUNT $73,260.00
NUMBER OF PAYMENTS PER YEAR PAYMENT MONTHS DELIVERY FIRST PAYMENT
December 2025 1 month after delivery
Cash Purchase
PROGRAM DETAILS
}
MODEL YEAR 2025
Limited Warranty Terms and Conditions – RXV ELiTE Fleet Vehicles
Textron Specialized Vehicles Inc. (“Company”) provides that any new Model Year 2025 E-Z-GO RXV Fleet Elite electric vehicle (Vehicles factory equipped with a
lithium battery pack) (the “Vehicles”) and/or the battery charger for the Vehicle’s lithium battery pack purchased from the Company, a Company affiliate,
or an authorized Company dealer or distributor, or leased from a leasing company approved by the Company, shall be free from defects in material or
workmanship under normal use and service (the “Limited Warranty”). This Limited Warranty with respect only to parts and labor is extended to the Original
Retail Purchaser or the Original Retail Lessee (“Purchaser”) for defects reported to the Company no later than the following warranty periods for the Vehicle parts
and components set forth below (the “Warranty Period”):
Part or Component Warranty Period
FRAME - WORKMANSHIP LIFETIME
SUSPENSION - Steering Gearbox, steering column, shocks and leaf springs 4 Years
MAJOR ELECTRONICS – Electric motor, solid state speed controller 4 Years
LITHIUM BATTERY SYSTEM – Battery pack, battery management system, battery charger, and charger receptacle 5 Years
PEDAL GROUP - Pedal assemblies, and motor brake 4 Years
SEATS - Seat bottom, seat back and hip restraints 3 Years
CANOPY SYSTEM - Canopy and canopy struts 4 Years
POWERTRAIN – Electric axle 3 Years
BODY GROUP – Front and rear cowls, side panels and instrument panel 3 Years
OTHER ELECTRICAL COMPONENTS – Solenoid, limit switches, DC/DC converter, F&R switch, charger cord,
wiring harness
3 Years
ALL REMAINING COMPONENTS - All options and accessories supplied by E-Z-GO at time of delivery, and all
components not specified elsewhere
2 Years
INITIAL ADJUSTMENTS – Initial alignment, adjustments, fastener tightening 90 days
ALL PACE SCREENS supplied by Company at time of purchase 5 Years
ALL OTHER PACE COMPONENTS supplied by Company at time of purchase 3 Years
The Warranty Period for all parts and components of the Vehicle other than Lithium Batteries shall commence on the date of delivery to the Purchaser’s
location or the date on which the Vehicle is placed in Purchaser-requested storage. The Warranty Period for Lithium Batteries shall commence on the
earliest of the following dates:
•of Vehicle delivery to the Purchaser’s location,
•on which the Vehicle is placed in Purchaser- requested storage or
•that is sixty (60) days from the date of sale or lease of the Vehicle by the Company to an authorized Company dealer or distributor.
Parts repaired or replaced under this Limited Warranty are warranted for the remainder of the length of the original Warranty Period. This Limited
Warranty applies only to the Purchaser and not to any subsequent purchaser or lessee without the prior written approval from the Director of the
Company’s Customer Care / Warranty Department.
EXCLUSIONS: Specifically EXCLUDED from this Limited Warranty are:
•routine maintenance items, normal wear and tear, cosmetic deterioration or electrical components damaged as a result of fluctuations
in electric current;
•damage to or deterioration of a Vehicle, part or battery charger resulting from an accident or collision, or from the neglect, abuse,
or inadequate maintenance of the Vehicles;
•damage resulting from installation or use of parts or accessories not approved by Company, including but not limited to subsequent
failures of the Vehicle, other parts or the battery charger due to the installation and/or use of parts and accessories not approved
by Company;
•warranty repairs performed by someone other than a Company branch or an authorized and qualified Dealer designee. Warranty
repairs performed by someone other than a Company branch or an authorized and qualified Dealer or designee shall void the Limited
Warranty;
•damage or loss resulting from acts of nature, vandalism, theft, war or other events over which Company has no control;
•any and all expenses incurred in transporting the Vehicle to and from the Company or an authorized and qualified Dealer, distributor
or designee for warranty service or in performing field warranty service; and
•any and all expenses, fees or duties incurred relative to inbound freight, importation, or customs.
THIS LIMITED WARRANTY MAY BE VOIDED OR LIMITED AT THE SOLE DISCRETION OF COMPANY IF THE VEHICLE AND/OR BATTERY CHARGER:
•shows indications that routine maintenance was not performed in accordance with the Owner’s Manual provided with the Vehicle, including but
not limited to rotation of fleet, proper tire inflation, and lack of charging.
•shows indications that non-recommended lubricants were applied to the Vehicle and any part thereof;
•shows indications that the speed governor was adjusted or modified to permit the Vehicle to operate beyond Company specifications;
•shows indications that it has been altered or modified in any way from Company specifications, including but not limited to alterations to the
speed braking system, electrical system, passenger capacity or seating;
•has been altered to be used or operated outside of Company approved applications, specified environments or performance conditions;
•is equipped with tires not expressly approved by Company for use with the Vehicles;
•lacks an adequate number of operating battery chargers, or uses unapproved battery chargers for the Vehicle or uses extension cords with battery
chargers;
•shows indication that the battery charger has been modified to charged vehicles not approved for the charger;
•has electrical accessories that are not manufactured or sold by the Company for use with the Vehicle or any electrical energy consuming devices
installed directly to the battery pack;
}
•shows indications that the battery pack was disassembled, opened, or tampered with in any way;
•shows indications that attempts may have been made to intentionally reduce the battery pack life;
•contain lithium battery packs that are not paired with the battery management system as supplied by the Company;
Storage and Operation Limitations Condition Time Allowed
STORAGE BETWEEN CHARGE CYCLES 3 months
STORAGE BETWEEN -22°F (-30°C) AND -4°F (-20°C) STORAGE ONLY – NO CHARGING OR DISCHARGING OF BATTERY PACK 1 month
OPERATION OF VEHICLE BELOW -4°F (-20°C) OR ABOVE 140°F (60°C)NOT ALLOWED
USE OF NON-APPROVED PARTS AND ACCESSORIES: THIS LIMITED WARRANTY SHALL NOT APPLY TO ANY PROPERTY DAMAGE OR ADDITIONAL ENERGY CONSUMPTION
ARISING FROM OR RELATED TO PARTS OR ACCESSORIES NOT MANUFACTURED OR EXPRESSLY AUTHORIZED BY THE COMPANY, OR WHICH WERE NOT
INSTALLED BY THE COMPANY, ITS DEALERS OR DISTRIBUTORS, INCLUDING BUT NOT LIMITED TO GPS SYSTEMS, COOLING AND HEATING SYSTEMS, COMMUNICATION
SYSTEMS, INFORMATION SYSTEMS, OR OTHER FORMS OF ENERGY CONSUMING DEVICES WIRED DIRECTLY OR INDIRECTLY TO THE VEHICLE BATTERIES.
REMEDY: Purchaser’s sole and exclusive remedy under this Limited Warranty in the event of a defect in material or workmanship in the Vehicle, any part or component,
or battery charger during the applicable Warranty Period is that Company will, at its sole option, repair or replace any defective parts. For such warranty repairs or
replacements, the Company may, at its discretion, provide factory reconditioned parts or new components from alternate suppliers. All replaced parts
become the sole property of the Company. This exclusive remedy will not be deemed to have failed of its essential purpose so long as the Company has made
reasonable efforts to repair or replace the defective parts.
DISCLAIMER: THIS LIMITED WARRANTY IS THE SOLE AND EXCLUSIVE WARRANTY PROVIDED FOR THE VEHICLES AND BATTERY CHARGER AND IS MADE IN
LIEU OF ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A
PARTICULAR PURPOSE, ALL SUCH OTHER WARRANTIES BEING EXPLICITLY DISCLAIMED.
LIABILITY LIMITATIONS: IN NO CASE SHALL THE COMPANY BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE OR CONSEQUENTIAL DAMAGES, INCLUDING
BUT NOT LIMITED TO DEATH, PERSONAL INJURY OR PROPERTY DAMAGE ARISING FROM OR RELATED TO ANY ALLEGED FAILURE IN A VEHICLE OR BATTERY
CHARGER, OR ANY DAMAGE OR LOSS TO THE PURCHASER OR ANY THIRD PARTY FOR LOST TIME, INCONVENIENCE OR ANY ECONOMIC LOSS, WHETHER OR NOT
THE COMPANY WAS APPRISED OF THE FORSEEABILITY OF SUCH DAMAGES OR LOSSES. ANY LEGAL CLAIM OR ACTION ARISING THAT ALLEGES BREACH OF
WARRANTY MUST BE BROUGHT WITHIN THREE (3) MONTHS FROM THE DATE THE WARRANTY CLAIM ARISES. THIS LIMITED WARRANTY GIVES YOU SPECIFIC
LEGAL RIGHTS AND YOU MAY HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE. SOME STATES DO NOT ALLOW THE EXCLUSION OF INCIDENTAL
DAMAGES OR LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY MAY LAST, SO THE ABOVE EXCLUSIONS AND LIMITATIONS MAY NOT APPLY TO YOU
WARNING: ANY MODIFICATION OR CHANGE TO THE VEHICLE OR BATTERY CHARGER WHICH ALTERS THE WEIGHT DISTRIBUTION OR STABILITY OF THE
VEHICLE, INCREASES THE VEHICLE’S SPEED, OR ALTERS THE OUTPUT OF THE BATTERY CHARGER BEYOND FACTORY SPECIFICATIONS, CAN RESULT IN
PROPERTY DAMAGE, PERSONAL INJURY OR DEATH. DONOTMAKEANYSUCHMODIFICATIONSORCHANGES. SUCH MODIFICATIONS OR CHANGES WILL VOID
THIS LIMITED WARRANTY. THE COMPANY DISCLAIMS RESPONSIBILITY FOR ANY SUCH MODIFICATIONS, CHANGES OR ALTERATIONS WHICH WOULD
ADVERSELY IMPACT THE SAFE OPERATION OF THE VEHICLE OR BATTERY CHARGER.
LITHIUM BATTERY WARRANTY LIMITATIONS, CONDITIONS AND EXCEPTIONS:
•Claims for battery replacement require specific testing, as specified by Company’s Customer Care / Warranty Department. The Company, or an
authorized Company dealer or distributor, should be contacted to obtain a copy of the required tests.
•IF IT IS DETERMINED THAT PARTS OR ACCESSORIES WERE INSTALLED DIRECTLY TO THE VEHICLE’S BATTERY PACK WITHOUT THE COMPANY’S
EXPRESS WRITTEN APPROVAL, THEN THE WARRANTY FOR THE BATTERY PACK AND THE BATTERY MANAGEMENT SYSTEM SHALL BE VOID.
•ALL NON-FACTORY INSTALLED ACCESSORIES REQUIRE THE INSTALLATION AND USE OF A COMPANY APPROVED DC TO DC CONVERTER THAT USES
ENERGY FROM ALL BATTERIES.
•Electric Vehicle storage facilities must provide the following:
•ample electrical power to charge all Vehicles and allow the charger to shut off automatically;
•battery chargers must each have an independent dedicated 15 amp circuit;
•each battery charger must be connected to its circuit with at minimum a NEMA 15-5R three-pin receptacle;
•one (1) functional charger for each Vehicle in the fleet with a proper electrical supply as specified above; and
•BATTERY CHARGERS MUST BE THE COMPANY APPROVED CHARGERS FOR LITHIUM BATTERY PACK VEHICLES.
OTHER COMPANY RIGHTS:
•Company may perform semi-annual vehicle inspections (directly or through assigned Company representatives) through the term of any fleet lease.
•Company may improve, modify or change the design of any Company vehicle, part or battery charger without being responsible to modify previously
manufactured vehicles, parts or battery chargers.
•Company may audit and inspect the Purchaser’s facility, maintenance records and its Vehicles prior to approving any warranty claim; furthermore,
Company may use a third party to perform such audit or inspection of the Purchaser’s storage facilities, and/or batteries.
•THE WARRANTY FOR ALL VEHICLES IN A FLEET SHALL BE VOIDED IF DATA SUBMITTED FOR AN INDIVIDUAL VEHICLE WARRANTY CLAIM CONTAINS
FALSE OR MISLEADING INFORMATION.
AUTHORITY: No Company employee, dealer, distributor or representative, or any other person, has any authority to bind Company to any modifications of the terms
and conditions of this Limited Warranty without the express written approval from the Director of the Company’s Customer Care / Warranty Department.
}
FOR FURTHER INFORMATION, CALL 1-800-774-3946, GO TO TSV.COM, OR WRITE TO TEXTRON SPECIALIZED VEHICLES INC., ATTENTION:
TSV CUSTOMER CARE / WARRANTY DEPARTMENT, 1451 MARVIN GRIFFIN ROAD, AUGUSTA, GEORGIA 30906 USA.
TSV P/N 657284G25
091024-JCS
v052824 1
MASTER AGREEMENT #091024
CATEGORY: hƟůŝƚLJ͕dƌĂŶƐƉŽƌƚ͕'ŽůĨ͕ĂŶĚZĞĐƌĞĂƟŽŶsĞŚŝĐůĞƐǁŝƚŚZĞůĂƚĞĚ
ĐĐĞƐƐŽƌŝĞƐ͕ƋƵŝƉŵĞŶƚĂŶĚ^ĞƌǀŝĐĞƐ
SUPPLIER: dĞdžƚƌŽŶ-'Ž>>
This Master Agreement (Agreement) is between Sourcewell, ĂDŝŶŶĞƐŽƚĂƐĞƌǀŝĐĞĐŽŽƉĞƌĂƟǀĞlocated at
202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Textron E-Z Go LLC, 1451
DĂƌǀŝŶ'ƌŝĸŶZŽĂĚ͕ƵŐƵƐƚĂ͕'ϯϬϵϬϵ (Supplier).
Sourcewell is a ůŽĐĂůŐŽǀĞƌŶŵĞŶƚĂŶĚƐĞƌǀŝĐĞĐŽŽƉĞƌĂƟǀĞĐƌĞĂƚĞĚƵŶĚĞƌƚŚĞůĂǁƐŽĨƚŚĞ^ƚĂƚĞŽĨ
DŝŶŶĞƐŽƚĂ;DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐ^ĞĐƟŽŶϭϮϯ͘ϮϭͿŽīĞƌŝŶŐ a CŽŽƉĞƌĂƟǀĞPurchasing Program to eligible
ƉĂƌƟĐŝƉĂƟŶŐŐŽǀĞƌŶŵĞŶƚĞŶƟƟĞƐ.
Under this Master Agreement entered with Sourcewell, Supplier will provide /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ to
WĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐƚŚƌŽƵŐŚ^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing Program.
ƌƟĐůĞϭ͗
'ĞŶĞƌĂůdĞƌŵƐ
dŚĞ'ĞŶĞƌĂůdĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϭĐŽŶƚƌŽůƚŚĞŽƉĞƌĂƟŽŶŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůů
ĂŶĚ^ƵƉƉůŝĞƌĂŶĚĂƉƉůLJƚŽĂůůƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚďLJ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐ͘^ƵďƐĞƋƵĞŶƚ
ƌƟĐůĞƐƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚĐŽŶƚƌŽůƚŚĞƌŝŐŚƚƐ ĂŶĚŽďůŝŐĂƟŽŶƐĚŝƌĞĐƚůLJďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ
^ƵƉƉůŝĞƌ;ƌƟĐůĞϮͿ͕ĂŶĚďĞƚǁĞĞŶ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐŶƟƚLJ;ƌƟĐůĞϯͿ͕ƌĞƐƉĞĐƟǀĞůLJ͘dŚĞƐĞƌƟĐůĞϭ
'ĞŶĞƌĂůdĞƌŵƐĐŽŶƚƌŽůŽǀĞƌĂŶLJĐŽŶŇŝĐƟŶŐƚĞƌŵƐ͘tŚĞƌĞƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƐŝůĞŶƚŽŶĂŶLJƐubject,
WĂƌƟĐŝƉĂƟŶŐŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌƌĞƚĂŝŶƚŚĞĂďŝůŝƚLJƚŽŶĞŐŽƟĂƚĞŵƵƚƵĂůůLJĂĐĐĞƉƚĂďůĞƚĞƌŵƐ.
1) WƵƌƉŽƐĞ͘ Pursuant to Minnesota law, tŚĞ^ŽƵƌĐĞǁĞůůŽĂƌĚŽĨŝƌĞĐƚŽƌƐŚĂƐĂƵƚŚŽƌŝnjĞĚ ĂŽŽƉĞƌĂƟǀĞ
Purchasing Program designed to provide PĂƌƟĐŝƉĂƟŶŐEŶƟƟĞƐǁŝƚŚĂĐĐĞƐƐƚŽĐŽŵƉĞƟƟǀĞůLJĂǁĂƌĚĞĚ
ĐŽŽƉĞƌĂƟǀĞƉƵƌĐŚĂƐŝŶŐagreements͘dŽĨĂĐŝůŝƚĂƚĞƚŚĞWƌŽŐƌĂŵ͕^ŽƵƌĐĞǁĞůůhas awarded Supplier this
ĐŽŽƉĞƌĂƟǀĞƉƵƌĐŚĂƐŝŶŐDĂƐƚĞƌŐƌĞĞŵĞŶƚĨŽůůŽǁŝŶŐĂĐŽŵƉĞƟƟǀĞƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐŝŶƚĞŶĚĞĚƚŽ
ŵĞĞƚĐŽŵƉůŝĂŶĐĞƐƚĂŶĚĂƌĚƐŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚDŝŶŶĞƐŽƚĂůĂǁĂŶĚƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐĐŽŶƚĂŝŶĞĚ
herein.
2) /ŶƚĞŶƚ͘ dŚĞŝŶƚĞŶƚŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƚŽĚĞĮŶĞƚŚĞƌŽůĞƐŽĨ^ŽƵƌĐĞǁĞůů͕^ƵƉƉůŝĞƌ͕ĂŶĚ
WĂƌƟĐŝƉĂƟŶŐŶƟƚLJĂƐŝƚƌĞůĂƚĞƐƚŽ^ŽƵƌĐĞǁĞůů͛ƐŽŽƉĞƌĂƟǀĞWƵƌĐŚĂƐŝŶŐWƌŽŐƌĂŵ͘
ϯͿ WĂƌƟĐŝƉĂƟŶŐŶƟƚLJĐĐĞƐƐ͘ ^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing Program Master Agreements are
ĂǀĂŝůĂďůĞƚŽĞůŝŐŝďůĞƉƵďůŝĐĂŐĞŶĐŝĞƐ;WĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐͿ. WĂƌƟĐŝƉĂƟŶŐŶƟƚLJ͛ƐĂƵƚŚŽƌŝƚLJƚŽĂĐĐĞƐƐ
^ŽƵƌĐĞǁĞůů͛ƐCŽŽƉĞƌĂƟǀĞPurchasing PƌŽŐƌĂŵŝƐĚĞƚĞƌŵŝŶĞĚƚŚƌŽƵŐŚƚŚĞůĂǁƐŽĨŝƚƐƌĞƐƉĞĐƟǀĞ
ũƵƌŝƐĚŝĐƟŽŶ͘
4) ^ƵƉƉůŝĞƌĐĐĞƐƐ͘ dŚĞ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐŽīĞƌĞĚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚŵĂLJďĞŵĂĚĞĂǀĂŝůĂďůĞƚŽĂŶLJ
WĂƌƟĐŝƉĂƟŶŐŶƟƚLJ͘^ƵƉƉůŝĞƌƵŶĚĞƌƐƚĂŶĚƐƚŚĂƚĂWĂƌƟĐŝƉĂƟŶŐŶƟƚLJ͛ƐƵƐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĂƚƚŚĞ
WĂƌƟĐŝƉĂƟŶŐŶƟƚLJ͛ƐƐŽůĞĐŽŶǀĞŶŝĞŶĐĞ͘^ƵƉƉůŝĞƌǁŝůůĞĚƵĐĂƚĞŝƚƐƐĂůĞƐĂŶĚƐĞƌǀŝĐĞĨŽƌĐĞƐĂďŽƵƚ
091024-JCS
v052824 2
^ŽƵƌĐĞǁĞůůĞůŝŐŝďŝůŝƚLJƌĞƋƵŝƌĞŵĞŶƚƐĂŶĚƌĞƋƵŝƌĞĚĚŽĐƵŵĞŶƚĂƟŽŶ͘^ƵƉƉůŝĞƌǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌ
ĞŶƐƵƌŝŶŐƐĂůĞƐĂƌĞǁŝƚŚWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐ.
5) dĞƌŵ͘ dŚŝƐŐƌĞĞŵĞŶƚŝƐĞīĞĐƟǀĞƵƉŽŶƚŚĞĚĂƚĞŽĨƚŚĞĮŶĂůƐŝŐŶĂƚƵƌĞďĞůŽǁ͘dŚĞƚĞƌŵŽĨƚŚŝƐ
ŐƌĞĞŵĞŶƚŝƐĨŽƵƌ;ϰͿLJĞĂƌƐĨƌŽŵƚŚĞĞīĞĐƟǀĞĚĂƚĞ͘dŚĞŐƌĞĞŵĞŶƚĞdžƉŝƌĞƐĂƚϭϭ͗ϱϵW͘D͘ĞŶƚƌĂů
Time on EŽǀĞŵďĞƌϭϯ͕ϮϬϮϴ͕ƵŶůĞƐƐŝƚŝƐĐĂŶĐĞůůĞĚŽƌĞdžƚĞŶĚĞĚĂƐĚĞĮŶĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚ͘
a) džƚĞŶƐŝŽŶƐ͘ Sourcewell and Supplier may agree to up to three ;ϯͿ ĂĚĚŝƟŽŶĂůŽŶĞ-year extensions
ďĞLJŽŶĚƚŚĞŽƌŝŐŝŶĂůĨŽƵƌ-LJĞĂƌƚĞƌŵ͘dŚĞƚŽƚĂůƉŽƐƐŝďůĞůĞŶŐƚŚŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝůůďĞƐĞǀĞŶ(7)
LJĞĂƌƐĨƌŽŵƚŚĞĞīĞĐƟǀĞĚĂƚĞ͘
b) džĐĞƉƟŽŶĂůŝƌĐƵŵƐƚĂŶĐĞƐ͘ ^ŽƵƌĐĞǁĞůůƌĞƚĂŝŶƐƚŚĞƌŝŐŚƚƚŽĐŽŶƐŝĚĞƌĂĚĚŝƟŽŶĂůĞdžƚĞŶƐŝŽŶƐĂƐ
ƌĞƋƵŝƌĞĚƵŶĚĞƌĞdžĐĞƉƟŽŶĂůĐŝƌĐƵŵƐƚĂŶĐĞƐ͘
6) ^ƵƌǀŝǀĂůŽĨdĞƌŵƐ͘ EŽƚǁŝƚŚƐƚĂŶĚŝŶŐƚŚĞƚĞƌŵŝŶĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕ƚŚĞŽďůŝŐĂƟŽŶƐŽĨƚŚŝƐ
ŐƌĞĞŵĞŶƚǁŝůůĐŽŶƟŶƵĞƚŚƌŽƵŐŚƚŚĞƉĞƌĨŽƌŵĂŶĐĞƉĞƌŝŽĚŽĨĂŶLJƚƌĂŶƐĂĐƟŽŶĞŶƚĞƌĞĚbetween
^ƵƉƉůŝĞƌĂŶĚĂŶLJWĂƌƟĐŝƉĂƟŶŐŶƟƚLJďĞĨŽƌĞƚŚĞƚĞƌŵŝŶĂƟŽŶĚĂƚĞ͘
7) ^ĐŽƉĞ͘^ƵƉƉůŝĞƌŝƐĂǁĂƌĚĞĚĂDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽƉƌŽǀŝĚĞƚŚĞƐŽůƵƟŽŶƐŝĚĞŶƟĮĞĚŝŶZ&WηϬϵϭϬϮϰ
ƚŽWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐ͘/Ŷ^ĐŽƉĞƐŽůƵƟŽŶƐŝŶĐůƵĚĞ͗
a) hƟůŝƚLJǀĞŚŝĐůĞƐ͕ƚĂƐŬǀĞŚŝĐůĞƐ͕ĐĂƌŐŽƋƵĂĚĐLJĐůĞƐ͕ĐĂƌŐŽƚƌŝĐLJĐůĞƐ͕ŐŽůĨĐĂƌƚƐ͕ůŽǁ-speed vehicles
(LSV);
b) WĂƌŬŝŶŐĞŶĨŽƌĐĞŵĞŶƚ͕ƉĂƚƌŽůĂŶĚD^ƐŽůƵƟŽŶƐ͖
c) WĂƐƐĞŶŐĞƌƐŚƵƩůĞƐ͕ďƵƌĚĞŶĐĂƌƌŝĞƌƐ͕ƚŽǁƚƌĂĐƚŽƌƐ͕ďĂŐŐĂŐĞƚƌƵĐŬƐ͖
d) Side–by-sides, all-ƚĞƌƌĂŝŶǀĞŚŝĐůĞƐ;dsͿ͕ƐŶŽǁŵŽďŝůĞƐ͕ŵŽƚŽƌĐLJĐůĞƐ͕ƉĞƌƐŽŶĂůǁĂƚĞƌĐƌĂŌ͕
amphibious vehicles, autonomous vehicles;
e) &ŽŽĚĂŶĚďĞǀĞƌĂŐĞƐŽůƵƟŽŶƐ͕ĂƚŚůĞƟĐĂŶĚĐĂŵƉƵƐ-use vehicles.
ϴͿ /ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ͘ ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůƚŽƚŚĞĂďŽǀĞƌĞĨĞƌĞŶĐĞĚZ&Wis incorporated into this Master
ŐƌĞĞŵĞŶƚ͘KŶůLJƚŚŽƐĞ^ŽůƵƟŽŶƐŝŶĐůƵĚĞĚǁŝƚŚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůĂŶĚǁŝƚŚŝŶ^ĐŽƉĞ;/ŶĐůƵĚĞĚ
^ŽůƵƟŽŶƐͿĂƌĞŝŶĐůƵĚĞĚǁŝƚŚŝŶƚŚĞŐƌĞĞŵĞŶƚĂŶĚŵĂLJďĞŽīĞƌĞĚƚŽWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐ.
9) /ŶĚĞĮŶŝƚĞYƵĂŶƟƚLJ͘ dŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚĚĞĮŶĞƐĂŶŝŶĚĞĮŶŝƚĞƋƵĂŶƟƚLJŽĨƐĂůĞƐƚŽĞůŝŐŝďůĞ
WĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐ.
10) WƌŝĐŝŶŐ͘ WƌŝĐŝŶŐŝŶĨŽƌŵĂƟŽŶ;ŝŶĐůƵĚŝŶŐWƌŝĐŝŶŐĂŶĚĞůŝǀĞƌLJĂŶĚWƌŝĐŝŶŐKīĞƌĞĚtĂďůĞƐͿĨŽƌĂůů/ŶĐůƵĚĞĚ
^ŽůƵƟŽŶƐǁŝƚŚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůŝƐŝŶĐŽƌƉŽƌĂƚĞĚŝŶƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ͘
11) EŽƚƚŽdžĐĞĞĚWƌŝĐŝŶŐ͘ Suppliers may not exceed the prices listed in the current Pricing List ŽŶĮůĞ
with Sourcewell ǁŚĞŶŽīĞƌŝŶŐ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐ͘WĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐŵĂLJ
ƌĞƋƵĞƐƚĂĚũƵƐƚŵĞŶƚƐƚŽƉƌŝĐŝŶŐĚŝƌĞĐƚůLJĨŽƌŵ^ƵƉƉůŝĞƌĚƵƌŝŶŐƚŚĞŶĞŐŽƟĂƟŽŶĂŶĚĞdžĞĐƵƟŽŶŽĨĂŶLJ
ƚƌĂŶƐĂĐƟŽŶ.
12) KƉĞŶDĂƌŬĞƚ͘ ^ƵƉƉůŝĞƌ͛ƐŽƉĞŶŵĂƌŬĞƚƉƌŝĐŝŶŐprocess is included within its Proposal.
13) ^ƵƉƉůŝĞƌZĞƉƌĞƐĞŶƚĂƟŽŶƐ͗
091024-JCS
v052824 3
i) ŽŵƉůŝĂŶĐĞ͘ Supplier represents and warrants it will provide all Included ^ŽůƵƟŽŶƐ
ƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚŝŶĨƵůůĐŽŵƉůŝĂŶĐĞǁŝƚŚĂƉƉůŝĐĂďůĞĨĞĚĞƌĂů͕ƐƚĂƚĞ͕ĂŶĚůŽĐĂůůĂǁƐĂŶĚ
ƌĞŐƵůĂƟŽŶƐ͘
ii) >ŝĐĞŶƐĞƐ͘ ƐĂƉƉůŝĐĂďůĞ͕^ƵƉƉůŝĞƌǁŝůůŵĂŝŶƚĂŝŶĂǀĂůŝĚƐƚĂƚƵƐŽŶĂůůƌĞƋƵŝƌĞĚĨĞĚĞƌĂů͕ƐƚĂƚĞ͕
ĂŶĚůŽĐĂůůŝĐĞŶƐĞƐ͕ďŽŶĚƐ͕ĂŶĚƉĞƌŵŝƚƐƌĞƋƵŝƌĞĚĨŽƌƚŚĞŽƉĞƌĂƟŽŶŽĨ^ƵƉƉůŝĞƌ͛ƐďƵƐŝŶĞƐƐǁŝƚŚ
WĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐ͘WĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐŵĂLJƌĞƋƵĞƐƚĂůůƌĞůĞǀĂŶƚĚŽĐƵŵĞŶƚĂƟŽŶĚŝƌĞĐƚůLJĨƌŽŵ
Supplier.
iii) ^ƵƉƉůŝĞƌtĂƌƌĂŶƚƐ͘ Supplier warrants that all Included ^ŽůƵƟŽŶƐĨƵƌŶŝƐŚĞĚƵŶĚĞƌƚŚŝƐ
ŐƌĞĞŵĞŶƚĂƌĞĨƌĞĞĨƌŽŵůŝĞŶƐĂŶĚĞŶĐƵŵďƌĂŶĐĞƐ͕ĂŶĚĂƌĞĨƌĞĞĨƌŽŵĚĞĨĞĐƚƐŝŶĚĞƐŝŐŶ͕ŵĂƚĞƌŝĂůƐ͕
ĂŶĚǁŽƌŬŵĂŶƐŚŝƉ͘/ŶĂĚĚŝƟŽŶ͕^ƵƉƉůŝĞƌǁĂƌƌĂŶƚƐƚŚĞ^ŽůƵƟŽŶƐĂƌĞƐƵŝƚĂďůĞĨŽƌĂŶĚǁŝůůƉĞƌĨŽƌŵ
in accordance with the ordinary uƐĞĨŽƌǁŚŝĐŚƚŚĞLJĂƌĞŝŶƚĞŶĚĞĚ͘
14) ĂŶŬƌƵƉƚĐLJEŽƟĐĞƐ͘ ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐŝƚŝƐŶŽƚĐƵƌƌĞŶƚůLJŝŶĂďĂŶŬƌƵƉƚĐLJƉƌŽĐĞĞĚŝŶŐ͘
^ƵƉƉůŝĞƌŚĂƐĚŝƐĐůŽƐĞĚĂůůĐƵƌƌĞŶƚĂŶĚĐŽŵƉůĞƚĞĚďĂŶŬƌƵƉƚĐLJƉƌŽĐĞĞĚŝŶŐƐǁŝƚŚŝŶƚŚĞƉĂƐƚƐĞǀĞŶLJĞĂƌƐ
ǁŝƚŚŝŶŝƚƐWƌŽƉŽƐĂů͘^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞŶŽƟĐĞŝŶǁƌŝƟŶŐƚŽ^ŽƵƌĐĞǁĞůůŝĨŝƚĞŶƚĞƌƐĂďĂŶŬƌƵƉƚĐLJ
ƉƌŽĐĞĞĚŝŶŐĂƚĂŶLJƟŵĞĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘
15) ĞďĂƌŵĞŶƚĂŶĚ^ƵƐƉĞŶƐŝŽŶ͘ ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐĂƌĞ
ƉƌĞƐĞŶƚůLJĚĞďĂƌƌĞĚ͕ƐƵƐƉĞŶĚĞĚ͕ƉƌŽƉŽƐĞĚĨŽƌĚĞďĂƌŵĞŶƚ͕ĚĞĐůĂƌĞĚŝŶĞůŝŐŝďůĞ͕ŽƌǀŽůƵŶƚĂƌŝůLJĞdžĐůƵĚĞĚ
ĨƌŽŵƉƌŽŐƌĂŵƐŽƉĞƌĂƚĞĚďLJƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂ͕ƚŚĞhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůŐŽǀĞƌŶŵĞnt, or any
WĂƌƟĐŝƉĂƟŶŐŶƟƚLJ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐĂŶĚǁĂƌƌĂŶƚƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐŚĂǀĞďĞĞŶ
ĐŽŶǀŝĐƚĞĚŽĨĂĐƌŝŵŝŶĂůŽīĞŶƐĞƌĞůĂƚĞĚƚŽƚŚĞƐƵďũĞĐƚŵĂƩĞƌŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĨƵƌƚŚĞƌ
ǁĂƌƌĂŶƚƐƚŚĂƚŝƚǁŝůůƉƌŽǀŝĚĞŝŵŵĞĚŝĂƚĞǁƌŝƩĞŶŶŽƟĐĞƚŽ^ŽƵƌĐĞǁĞůůŝĨƚŚŝƐĐĞƌƟĮĐĂƟŽŶĐŚĂŶŐĞƐĂƚ
ĂŶLJƟŵĞĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘
16) WƌŽǀŝƐŝŽŶƐĨŽƌŶŽŶ-hŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĞŶƟƚLJƉƌŽĐƵƌĞŵĞŶƚƐƵŶĚĞƌhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĂǁĂƌĚƐ
ŽƌŽƚŚĞƌĂǁĂƌĚƐ;ƉƉĞŶĚŝdžII ƚŽϮ͘&͘ZΑϮϬϬͿ͘ WĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐƚŚĂƚƵƐĞhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂů
ŐƌĂŶƚŽƌŽƚŚĞƌĨĞĚĞƌĂůĨƵŶĚŝŶŐƚŽƉƵƌĐŚĂƐĞƐŽůƵƟŽŶƐĨƌŽŵƚŚŝƐŐƌĞĞŵĞŶƚŵĂLJďĞƐƵďũĞĐƚƚŽ
ĂĚĚŝƟŽŶĂůƌĞƋƵŝƌĞŵĞŶƚƐŝŶĐůƵĚŝŶŐƚŚĞƉƌŽĐƵƌĞŵĞŶƚƐƚĂŶĚĂƌĚƐŽĨƚŚĞhŶŝĨŽƌŵĚŵŝŶŝƐƚƌĂƟǀĞ
ZĞƋƵŝƌĞŵĞŶƚƐ͕ŽƐƚWƌŝŶĐŝƉůĞƐĂŶĚƵĚŝƚZĞƋƵŝƌĞŵĞŶƚƐĨŽƌ&ĞĚĞƌĂůǁĂƌĚƐ͕Ϯ͘&͘Z͘ΑϮϬϬ͘
WĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐŵĂLJŚĂǀĞĂĚĚŝƟŽŶĂůƌĞƋƵŝƌĞŵĞŶƚƐďĂƐĞĚŽŶƐƉĞĐŝĮĐĨƵŶĚŝŶŐƐŽƵƌĐĞƚĞƌŵƐŽƌ
ĐŽŶĚŝƟŽŶƐ͘tŝƚŚŝŶƚŚŝƐ^ĞĐƟŽŶ͕ĂůůƌĞĨĞƌĞŶĐĞƐƚŽ͞ĨĞĚĞƌĂů͟ƐŚŽƵůĚďĞŝŶƚĞƌƉƌĞƚĞĚƚŽŵĞĂŶƚŚĞhŶŝƚĞĚ
^ƚĂƚĞƐĨĞĚĞƌĂůŐŽǀĞƌŶŵĞŶƚ͘dŚĞĨŽůůŽǁŝŶŐůŝƐƚĂƉƉůŝĞƐǁŚĞŶĂWĂƌƟĐŝƉĂƟŶŐŶƟƚLJĂĐĐĞƐƐĞƐ^ƵƉƉůŝĞƌ͛Ɛ
Included ^ŽůƵƟŽŶƐǁŝƚŚhŶŝƚĞĚ^ƚĂƚĞƐĨĞĚĞƌĂůĨƵŶĚƐ͘
i) Yh>DW>KzDEdKWWKZdhE/dz͘ džĐĞƉƚĂƐŽƚŚĞƌǁŝƐĞƉƌŽǀŝĚĞĚƵŶĚĞƌϰϭ͘&͘Z͘Α
60, all agreements ƚŚĂƚŵĞĞƚƚŚĞĚĞĮŶŝƟŽŶŽĨ͞ĨĞĚĞƌĂůůLJĂƐƐŝƐƚĞĚĐŽŶƐƚƌƵĐƟŽŶĐŽŶƚƌĂĐƚ͟ŝŶϰϭ
͘&͘Z͘ΑϲϬ-ϭ͘ϯŵƵƐƚŝŶĐůƵĚĞƚŚĞĞƋƵĂůŽƉƉŽƌƚƵŶŝƚLJĐůĂƵƐĞƉƌŽǀŝĚĞĚƵŶĚĞƌϰϭ͘&͘Z͘ΑϲϬ-1.4(b), in
ĂĐĐŽƌĚĂŶĐĞǁŝƚŚdžĞĐƵƟǀĞKƌĚĞƌϭϭϮϰϲ͕͞ƋƵĂůŵƉůŽLJŵĞŶƚKƉƉŽƌƚƵŶŝƚLJ͟;ϯϬ&ZϭϮϯϭϵ͕ϭϮϵϯϱ͕
ϯ͘&͘Z͘Α͕ϭϵϲϰ-ϭϵϲϱŽŵƉ͕͘Ɖ͘ϯϯϵͿ͕ĂƐĂŵĞŶĚĞĚďLJdžĞĐƵƟǀĞKƌĚĞƌϭϭϯϳϱ͕͞ŵĞŶĚŝŶŐ
džĞĐƵƟǀĞKƌĚĞƌϭϭϮϰϲZĞůĂƟŶŐƚŽƋƵĂůŵƉůŽLJŵĞŶƚKƉƉŽƌƚƵŶŝƚLJ͕͟ ĂŶĚŝŵƉůĞŵĞŶƟŶŐ
ƌĞŐƵůĂƟŽŶƐĂƚϰϭ͘&͘Z͘ΑϲϬ͕͞KĸĐĞŽĨ&ĞĚĞƌĂůŽŶƚƌĂĐƚŽŵƉůŝĂŶĐĞWƌŽŐƌĂŵƐ͕ƋƵĂů
ŵƉůŽLJŵĞŶƚKƉƉŽƌƚƵŶŝƚLJ͕ĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌ͘͟dŚĞĞƋƵĂůŽƉƉŽƌƚƵŶŝƚLJĐůĂƵƐĞŝƐŝŶĐŽƌƉŽƌĂƚĞĚ
ŚĞƌĞŝŶďLJƌĞĨĞƌĞŶĐĞ͘
091024-JCS
v052824 4
ii) s/^-KEd͕^DE;ϰϬh͘^͘͘Αϯϭϰϭ-ϯϭϰϴͿ͘ tŚĞŶƌĞƋƵŝƌĞĚďLJĨĞĚĞƌĂů
ƉƌŽŐƌĂŵůĞŐŝƐůĂƟŽŶ͕ĂůůƉƌŝŵĞĐŽŶƐƚƌƵĐƟŽŶĐŽŶƚƌĂĐƚƐŝŶĞdžĐĞƐƐŽĨΨϮ͕ϬϬϬĂǁĂƌĚĞĚďLJŶŽŶ-ĨĞĚĞƌĂů
ĞŶƟƟĞƐŵƵƐƚŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞĂǀŝƐ-ĂĐŽŶĐƚ;ϰϬh͘^͘͘Αϯϭϰϭ-
ϯϭϰϰ͕ĂŶĚϯϭϰϲ-ϯϭϰϴͿĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌƌĞŐƵůĂƟŽŶƐ;Ϯϵ͘&͘Z͘Αϱ͕
͞>ĂďŽƌ^ƚĂŶĚĂƌĚƐWƌŽǀŝƐŝŽŶƐƉƉůŝĐĂďůĞƚŽŽŶƚƌĂĐƚƐŽǀĞƌŝŶŐ&ĞĚĞƌĂůůLJ&ŝŶĂŶĐĞĚĂŶĚƐƐŝƐƚĞĚ
ŽŶƐƚƌƵĐƟŽŶ͟Ϳ͘/ŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞƐƚĂƚƵƚĞ͕ĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚ ďĞƌĞƋƵŝƌĞĚƚŽƉĂLJǁĂŐĞƐƚŽ
ůĂďŽƌĞƌƐĂŶĚŵĞĐŚĂŶŝĐƐĂƚĂƌĂƚĞŶŽƚůĞƐƐƚŚĂŶƚŚĞƉƌĞǀĂŝůŝŶŐǁĂŐĞƐƐƉĞĐŝĮĞĚŝŶĂǁĂŐĞ
ĚĞƚĞƌŵŝŶĂƟŽŶŵĂĚĞďLJƚŚĞ^ĞĐƌĞƚĂƌLJŽĨ>ĂďŽƌ͘/ŶĂĚĚŝƟŽŶ͕ĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽƉĂLJ
ǁĂŐĞƐŶŽƚůĞƐƐƚŚĂŶŽŶĐĞĂǁĞĞŬ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŵƵƐƚƉůĂĐĞĂĐŽƉLJŽĨƚŚĞĐƵƌƌĞŶƚ
ƉƌĞǀĂŝůŝŶŐǁĂŐĞĚĞƚĞƌŵŝŶĂƟŽŶŝƐƐƵĞĚďLJƚŚĞĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌŝŶĞĂĐŚƐŽůŝĐŝƚĂƟŽŶ͘dŚĞ
ĚĞĐŝƐŝŽŶƚŽĂǁĂƌĚĂĐŽŶƚƌĂĐƚŽƌƐƵďĐŽŶƚƌĂĐƚŵƵƐƚďĞĐŽŶĚŝƟŽŶĞĚƵƉŽŶƚŚĞĂĐĐĞƉƚĂŶĐĞŽĨƚŚĞ
ǁĂŐĞĚĞƚĞƌŵŝŶĂƟŽŶ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŵƵƐƚƌĞƉŽƌƚĂůůƐƵƐƉĞĐƚĞĚŽƌƌĞƉŽƌƚĞĚǀŝŽůĂƟŽŶƐƚŽ
ƚŚĞĨĞĚĞƌĂůĂǁĂƌĚŝŶŐĂŐĞŶĐLJ͘dŚĞĐŽŶƚƌĂĐƚƐŵƵƐƚĂůƐŽŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞ
ŽƉĞůĂŶĚ͞ŶƟ-<ŝĐŬďĂĐŬ͟Đƚ;ϰϬh͘^͘͘ΑϯϭϰϱͿ͕ĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌ
regulaƟŽŶƐ;Ϯϵ͘&͘Z͘Αϯ͕͞ŽŶƚƌĂĐƚŽƌƐĂŶĚ^ƵďĐŽŶƚƌĂĐƚŽƌƐŽŶWƵďůŝĐƵŝůĚŝŶŐŽƌWƵďůŝĐtŽƌŬ
&ŝŶĂŶĐĞĚŝŶtŚŽůĞŽƌŝŶWĂƌƚďLJ>ŽĂŶƐŽƌ'ƌĂŶƚƐĨƌŽŵƚŚĞhŶŝƚĞĚ^ƚĂƚĞƐ͟Ϳ͘dŚĞĐƚƉƌŽǀŝĚĞƐƚŚĂƚ
ĞĂĐŚĐŽŶƚƌĂĐƚŽƌŽƌƐƵďƌĞĐŝƉŝĞŶƚŵƵƐƚďĞƉƌŽŚŝďŝƚĞĚĨƌŽŵŝŶĚƵĐŝŶŐ͕ďLJĂŶLJ means, any person
ĞŵƉůŽLJĞĚŝŶƚŚĞĐŽŶƐƚƌƵĐƟŽŶ͕ĐŽŵƉůĞƟŽŶ͕ŽƌƌĞƉĂŝƌŽĨƉƵďůŝĐǁŽƌŬ͕ƚŽŐŝǀĞƵƉĂŶLJƉĂƌƚŽĨƚŚĞ
ĐŽŵƉĞŶƐĂƟŽŶƚŽǁŚŝĐŚŚĞŽƌƐŚĞŝƐŽƚŚĞƌǁŝƐĞĞŶƟƚůĞĚ͘dŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŵƵƐƚƌĞƉŽƌƚĂůů
ƐƵƐƉĞĐƚĞĚŽƌƌĞƉŽƌƚĞĚǀŝŽůĂƟŽŶƐƚŽƚŚĞĨĞĚĞƌĂůawarding agency. Supplier must comply with all
ĂƉƉůŝĐĂďůĞĂǀŝƐ-Bacon Act provisions.
iii) KEdZdtKZ<,KhZ^E^&dz^dEZ^d;ϰϬh͘^͘͘ΑϯϳϬϭ-ϯϳϬϴͿ͘
tŚĞƌĞĂƉƉůŝĐĂďůĞ͕ĂůůĐŽŶƚƌĂĐƚƐĂǁĂƌĚĞĚďLJƚŚĞŶŽŶ-ĨĞĚĞƌĂůĞŶƟƚLJŝŶĞdžĐĞƐƐŽĨΨϭϬϬ͕ϬϬϬƚŚĂƚ
ŝŶǀŽůǀĞƚŚĞĞŵƉůŽLJŵĞŶƚŽĨŵĞĐŚĂŶŝĐƐŽƌůĂďŽƌĞƌƐŵƵƐƚŝŶĐůƵĚĞĂƉƌŽǀŝƐŝŽŶĨŽƌĐŽŵƉůŝĂŶĐĞǁŝƚŚ
ϰϬh͘^͘͘ΑΑϯϳϬϮĂŶĚϯϳϬϰ͕ĂƐƐƵƉƉůĞŵĞŶƚĞĚďLJĞƉĂƌƚŵĞŶƚŽĨ>ĂďŽƌƌĞŐƵůĂƟŽŶƐ;Ϯϵ͘&͘Z͘ΑϱͿ͘
hŶĚĞƌϰϬh͘^͘͘ΑϯϳϬϮŽĨƚŚĞĐƚ͕ĞĂĐŚĐŽŶƚƌĂĐƚŽƌŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽĐŽŵƉƵƚĞƚŚĞǁĂŐĞƐŽĨ
ĞǀĞƌLJŵĞĐŚĂŶŝĐĂŶĚůĂďŽƌĞƌŽŶƚŚĞďĂƐŝƐŽĨĂƐƚĂŶĚĂƌĚǁŽƌŬǁĞĞŬŽĨϰϬŚŽƵƌƐ͘tŽƌŬŝŶĞdžĐĞƐƐŽĨ
ƚŚĞƐƚĂŶĚĂƌĚǁŽƌŬǁĞĞŬŝƐƉĞƌŵŝƐƐŝďůĞƉƌŽǀŝĚĞĚƚŚĂƚƚŚĞǁŽƌŬĞƌŝƐĐŽŵƉĞŶƐĂƚĞĚĂƚĂƌĂƚĞŽĨŶŽƚ
ůĞƐƐƚŚĂŶŽŶĞĂŶĚĂŚĂůĨƟŵĞƐƚŚĞďĂƐŝĐƌĂƚĞŽĨƉĂLJĨŽƌĂůůŚŽƵƌƐǁŽƌŬĞĚŝŶĞdžĐĞƐƐŽĨϰϬŚŽƵƌƐŝŶ
ƚŚĞǁŽƌŬǁĞĞŬ͘dŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϰϬh͘^͘͘ΑϯϳϬϰĂƌĞĂƉƉůŝĐĂďůĞƚŽĐŽŶƐƚƌƵĐƟŽŶǁŽƌŬĂŶĚ
ƉƌŽǀŝĚĞƚŚĂƚŶŽůĂďŽƌĞƌŽƌŵĞĐŚĂŶŝĐŵƵƐƚďĞƌĞƋƵŝƌĞĚƚŽǁŽƌŬŝŶƐƵƌƌŽƵŶĚŝŶŐƐŽƌƵŶĚĞƌǁŽƌŬŝŶŐ
ĐŽŶĚŝƟŽŶƐǁŚŝĐŚĂƌĞƵŶƐĂŶŝƚĂƌLJ͕ŚĂnjĂƌĚŽƵƐŽƌĚĂŶŐĞƌŽƵƐ͘dŚĞƐĞƌĞƋƵŝƌĞŵĞŶƚƐĚŽŶŽƚĂƉƉůLJƚŽ
the purchases ŽĨƐƵƉƉůŝĞƐ͕ŵĂƚĞƌŝĂůƐ͕ŽƌĂƌƟĐůĞƐŽƌĚŝŶĂƌŝůLJĂǀĂŝůĂďůĞŽŶƚŚĞŽƉĞŶŵĂƌŬĞƚ͕Žƌ
ĐŽŶƚƌĂĐƚƐĨŽƌƚƌĂŶƐƉŽƌƚĂƟŽŶŽƌƚƌĂŶƐŵŝƐƐŝŽŶŽĨŝŶƚĞůůŝŐĞŶĐĞ͘dŚŝƐƉƌŽǀŝƐŝŽŶŝƐŚĞƌĞďLJŝŶĐŽƌƉŽƌĂƚĞĚ
ďLJƌĞĨĞƌĞŶĐĞŝŶƚŽƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨĂŶĂǁĂƌĚĨŽƌĂůů
ŐƌĞĞŵĞŶƚƐďLJ^ŽƵƌĐĞǁĞůůƌĞƐƵůƟŶŐĨƌŽŵƚŚŝƐƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐ͕^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚ
ĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘
iv) Z/',d^dK/EsEd/KE^DhEZKEdZdKZ'ZDEd͘ /ĨƚŚĞĨĞĚĞƌĂů
ĂǁĂƌĚŵĞĞƚƐƚŚĞĚĞĮŶŝƟŽŶŽĨ͞ĨƵŶĚŝŶŐĂŐƌĞĞŵĞŶƚ͟ƵŶĚĞƌϯϳ͘&͘Z͘ΑϰϬϭ͘Ϯ;ĂͿĂŶĚƚŚĞƌĞĐŝƉŝĞŶƚ
ŽƌƐƵďƌĞĐŝƉŝĞŶƚǁŝƐŚĞƐƚŽĞŶƚĞƌŝŶƚŽĂĐŽŶƚƌĂĐƚǁŝƚŚĂƐŵĂůůďƵƐŝŶĞƐƐĮƌŵŽƌŶŽŶƉƌŽĮƚ
ŽƌŐĂŶŝnjĂƟŽŶƌĞŐĂƌĚŝŶŐƚŚĞƐƵďƐƟƚƵƟŽŶŽĨƉĂƌƟĞƐ͕ĂƐƐŝŐŶŵĞŶƚŽƌƉĞƌĨŽƌŵĂŶĐĞŽĨĞdžƉĞƌŝŵĞŶƚĂů͕
ĚĞǀĞůŽƉŵĞŶƚĂů͕ŽƌƌĞƐĞĂƌĐŚǁŽƌŬƵŶĚĞƌƚŚĂƚ͞ĨƵŶĚŝŶŐĂŐƌĞĞŵĞŶƚ͕͟ƚŚĞƌĞĐŝƉŝĞŶƚŽƌƐƵďƌĞĐŝƉŝĞŶƚ
ŵƵƐƚĐŽŵƉůLJǁŝƚŚƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϯϳ͘&͘Z͘ΑϰϬϭ͕͞ZŝŐŚƚƐƚŽ/ŶǀĞŶƟŽŶƐDĂĚĞďLJEŽŶƉƌŽĮƚ
KƌŐĂŶŝnjĂƟŽŶƐĂŶĚ^ŵĂůůƵƐŝŶĞƐƐ&ŝƌŵƐhŶĚĞƌ'ŽǀĞƌŶŵĞŶƚ'ƌĂŶƚƐ͕ŽŶƚƌĂĐƚƐĂŶĚŽŽƉĞƌĂƟǀĞ
ŐƌĞĞŵĞŶƚƐ͕͟ĂŶĚĂŶLJŝŵƉůĞŵĞŶƟŶŐƌĞŐƵůĂƟŽŶƐŝƐƐƵĞĚďLJƚŚĞĂǁĂƌĚŝŶŐĂŐĞŶĐLJ͘^ƵƉƉůŝĞƌ
091024-JCS
v052824 5
ĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨĂŶĂǁĂƌĚĨŽƌĂůůŐƌĞĞŵĞŶƚƐďLJ^ŽƵƌĐĞǁĞůůƌĞƐƵůƟŶŐĨƌŽŵƚŚŝƐ
ƉƌŽĐƵƌĞŵĞŶƚƉƌŽĐĞƐƐ͕^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘
v) CLEAN AIR ACT ;ϰϮh͘^͘͘ΑϳϰϬϭ-ϳϲϳϭY͘ͿEd,&Z>tdZWK>>hd/KE
KEdZK>d;ϯϯh͘^͘͘ΑϭϮϱϭ-ϭϯϴϳͿ͘ ŽŶƚƌĂĐƚƐĂŶĚƐƵďŐƌĂŶƚƐŽĨĂŵŽƵŶƚƐŝŶĞdžĐĞƐƐŽĨ
ΨϭϱϬ͕ϬϬϬƌĞƋƵŝƌĞƚŚĞŶŽŶ-ĨĞĚĞƌĂůĂǁĂƌĚƚŽĂŐƌĞĞƚŽĐŽŵƉůLJǁŝƚŚĂůůĂƉƉůŝĐĂďůĞƐƚĂŶĚĂƌĚƐ͕ŽƌĚĞƌƐ
ŽƌƌĞŐƵůĂƟŽŶƐŝƐƐƵĞĚƉƵƌƐƵĂŶƚƚŽƚŚĞůĞĂŶŝƌĐƚ;ϰϮh͘^͘͘ΑϳϰϬϭ- ϳϲϳϭƋͿĂŶĚƚŚĞ&ĞĚĞƌĂů
tĂƚĞƌWŽůůƵƟŽŶŽŶƚƌŽůĐƚĂƐĂŵĞŶĚĞĚ;ϯϯh͘^͘͘ΑϭϮϱϭ- ϭϯϴϳͿ͘sŝŽůĂƟŽŶƐŵƵƐƚďĞƌĞƉŽƌƚĞĚƚŽ
ƚŚĞ&ĞĚĞƌĂůĂǁĂƌĚŝŶŐĂŐĞŶĐLJĂŶĚƚŚĞZĞŐŝŽŶĂůKĸĐĞŽĨƚŚĞŶǀŝƌŽŶŵĞŶƚĂůWƌŽƚĞĐƟŽŶ Agency
;WͿ͘^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƚǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞ
ƌĞƋƵŝƌĞŵĞŶƚƐĂƐƌĞĨĞƌĞŶĐĞĚĂďŽǀĞ͘
vi) ZDEdE^h^WE^/KE;yhd/sKZZ^ϭϮϱϰϵEϭϮϲϴϵͿ͘ A contract
ĂǁĂƌĚ;ƐĞĞϮ͘&͘Z͘ΑϭϴϬ͘ϮϮϬͿŵƵƐƚŶŽƚďĞŵĂĚĞƚŽƉĂƌƟĞƐůŝƐƚĞĚŽŶƚŚĞŐŽǀĞƌŶŵĞŶƚǁŝĚĞ
ĞdžĐůƵƐŝŽŶƐŝŶƚŚĞ^LJƐƚĞŵĨŽƌǁĂƌĚDĂŶĂŐĞŵĞŶƚ;^DͿ͕ŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚƚŚĞKDŐƵŝĚĞůŝŶĞƐ
ĂƚϮ͘&͘Z͘ΑϭϴϬƚŚĂƚŝŵƉůĞŵĞŶƚdžĞĐƵƟǀĞKƌĚĞƌƐϭϮϱϰϵ;ϯ͘&͘Z͘ΑϭϵϴϲŽŵƉ͕͘Ɖ͘ϭϴϵͿĂŶĚ
ϭϮϲϴϵ;ϯ͘&͘Z͘ΑϭϵϴϵŽŵƉ͕͘Ɖ͘ϮϯϱͿ͕͞ĞďĂƌŵĞŶƚĂŶĚ^ƵƐƉĞŶƐŝŽŶ͘͟^DdžĐůƵƐŝŽŶƐĐŽŶƚĂŝŶƐ
ƚŚĞŶĂŵĞƐŽĨƉĂƌƟĞƐĚĞďĂƌƌĞĚ͕ƐƵƐƉĞŶĚĞĚ͕ŽƌŽƚŚĞƌǁŝƐĞĞdžĐůƵĚĞĚďLJĂŐĞŶĐŝĞƐ͕ĂƐǁĞůůĂƐƉĂƌƟĞƐ
ĚĞĐůĂƌĞĚŝŶĞůŝŐŝďůĞƵŶĚĞƌƐƚĂƚƵƚŽƌLJŽƌƌĞŐƵůĂƚŽƌLJĂƵƚŚŽƌŝƚLJŽƚŚĞƌƚŚĂŶdžĞĐƵƟǀĞKƌĚĞƌϭϮϱϰϵ͘
^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚŶĞŝƚŚĞƌŝƚŶŽƌŝƚƐƉƌŝŶĐŝƉĂůƐĂƌĞƉƌĞƐĞŶƚůLJĚĞďĂƌƌĞĚ͕ƐƵƐƉĞŶĚĞĚ͕ƉƌŽƉŽƐĞĚ
ĨŽƌĚĞďĂƌŵĞŶƚ͕ĚĞĐůĂƌĞĚŝŶĞůŝŐŝďůĞ͕ŽƌǀŽůƵŶƚĂƌŝůLJĞdžĐůƵĚĞĚĨƌŽŵƉĂƌƟĐŝƉĂƟŽŶďLJĂŶLJĨĞĚĞƌĂů
department or agency.
vii) BYRD ANTI->Kz/E'DEDEd͕^DE;ϯϭh͘^͘͘ΑϭϯϱϮͿ͘ Suppliers must
ĮůĞĂŶLJƌĞƋƵŝƌĞĚĐĞƌƟĮĐĂƟŽŶƐ͘^ƵƉƉůŝĞƌƐŵƵƐƚŶŽƚŚĂǀĞƵƐĞĚĨĞĚĞƌĂůĂƉƉƌŽƉƌŝĂƚĞĚĨƵŶĚƐƚŽƉĂLJ
ĂŶLJƉĞƌƐŽŶŽƌŽƌŐĂŶŝnjĂƟŽŶĨŽƌŝŶŇƵĞŶĐŝŶŐŽƌĂƩĞŵƉƟŶŐƚŽŝŶŇƵĞŶĐĞĂŶŽĸĐĞƌŽƌĞŵƉůŽLJĞĞŽĨ
ĂŶLJĂŐĞŶĐLJ͕ĂŵĞŵďĞƌŽĨŽŶŐƌĞƐƐ͕ŽĸĐĞƌŽƌĞŵƉůŽLJĞĞŽĨŽŶŐƌĞƐƐ͕ŽƌĂŶĞŵƉůŽLJĞĞŽĨĂ
ŵĞŵďĞƌŽĨŽŶŐƌĞƐƐŝŶĐŽŶŶĞĐƟŽŶǁŝƚŚŽďƚĂŝŶŝŶŐĂŶLJĨĞĚĞƌĂůĐŽŶƚƌĂĐƚ͕ŐƌĂŶƚ͕ŽƌĂŶLJŽƚŚĞƌ
ĂǁĂƌĚĐŽǀĞƌĞĚďLJϯϭh͘^͘͘ΑϭϯϱϮ͘^ƵƉƉůŝĞƌƐŵƵƐƚĚŝƐĐůŽƐĞĂŶLJůŽďbying with non-ĨĞĚĞƌĂůĨƵŶĚƐ
ƚŚĂƚƚĂŬĞƐƉůĂĐĞŝŶĐŽŶŶĞĐƟŽŶǁŝƚŚŽďƚĂŝŶŝŶŐĂŶLJĨĞĚĞƌĂůĂǁĂƌĚ͘^ƵĐŚĚŝƐĐůŽƐƵƌĞƐĂƌĞĨŽƌǁĂƌĚĞĚ
ĨƌŽŵƟĞƌƚŽƟĞƌƵƉƚŽƚŚĞŶŽŶ-ĨĞĚĞƌĂůĂǁĂƌĚ͘^ƵƉƉůŝĞƌƐŵƵƐƚĮůĞĂůůĐĞƌƟĮĐĂƟŽŶƐĂŶĚĚŝƐĐůŽƐƵƌĞƐ
ƌĞƋƵŝƌĞĚďLJ͕ĂŶĚŽƚŚĞƌǁŝƐĞĐŽŵƉůLJǁŝƚŚ͕ƚŚĞLJƌĚŶƟ->ŽďďLJŝŶŐŵĞŶĚŵĞŶƚ;ϯϭh͘^͘͘ΑϭϯϱϮͿ͘
viii) ZKZZdEd/KEZYh/ZDEd^͘To the extent applicable, Supplier must comply
ǁŝƚŚƚŚĞƌĞĐŽƌĚƌĞƚĞŶƟŽŶƌĞƋƵŝƌĞŵĞŶƚƐĚĞƚĂŝůĞĚŝŶϮ͘&͘Z͘ΑϮϬϬ͘ϯϯϯ͘dŚĞ^ƵƉƉůŝĞƌĨƵƌƚŚĞƌ
ĐĞƌƟĮĞƐƚŚĂƚŝƚǁŝůůƌĞƚĂŝŶĂůůƌĞĐŽƌĚƐĂƐƌĞƋƵŝƌĞĚďLJϮ͘&͘Z͘ΑϮϬϬ͘ϯϯϯĨŽƌĂƉĞƌŝŽĚŽĨϯLJĞĂƌƐĂŌĞƌ
grantees or ƐƵďŐƌĂŶƚĞĞƐƐƵďŵŝƚĮŶĂůĞdžƉĞŶĚŝƚƵƌĞƌĞƉŽƌƚƐŽƌƋƵĂƌƚĞƌůLJŽƌĂŶŶƵĂůĮŶĂŶĐŝĂů
ƌĞƉŽƌƚƐ͕ĂƐĂƉƉůŝĐĂďůĞ͕ĂŶĚĂůůŽƚŚĞƌƉĞŶĚŝŶŐŵĂƩĞƌƐĂƌĞĐůŽƐĞĚ͘
ix) EZ'zWK>/zEKE^Zsd/KEdKDW>/E͘ To the extent applicable,
^ƵƉƉůŝĞƌŵƵƐƚĐŽŵƉůLJǁŝƚŚƚŚĞŵĂŶĚĂƚŽƌLJƐƚĂŶĚĂƌĚƐĂŶĚƉŽůŝĐŝĞƐƌĞůĂƟŶŐƚŽĞŶĞƌŐLJĞĸĐŝĞŶĐLJ
ǁŚŝĐŚĂƌĞĐŽŶƚĂŝŶĞĚŝŶƚŚĞƐƚĂƚĞĞŶĞƌŐLJĐŽŶƐĞƌǀĂƟŽŶƉůĂŶŝƐƐƵĞĚŝŶĐŽŵƉůŝĂŶĐĞǁŝƚŚƚŚĞŶĞƌŐLJ
WŽůŝĐLJĂŶĚŽŶƐĞƌǀĂƟŽŶĐƚ͘
x) hzDZ/EWZKs/^/KE^KDW>/E͘ To the extent applicable, Supplier must
ĐŽŵƉůLJǁŝƚŚĂůůĂƉƉůŝĐĂďůĞƉƌŽǀŝƐŝŽŶƐŽĨƚŚĞƵLJŵĞƌŝĐĂŶĐƚ͘WƵƌĐŚĂƐĞƐŵĂĚĞŝŶĂĐĐŽƌĚĂŶĐĞ
ǁŝƚŚƚŚĞƵLJŵĞƌŝĐĂŶĐƚŵƵƐƚĨŽůůŽǁƚŚĞĂƉƉůŝĐĂďůĞƉƌŽĐƵƌĞŵĞŶƚƌƵůĞƐĐĂůůŝŶŐĨŽƌĨƌĞĞĂŶĚ
ŽƉĞŶĐŽŵƉĞƟƟŽŶ͘
091024-JCS
v052824 6
xi) ^^dKZKZ^;Ϯ͘&͘Z͘ΑϮϬϬ͘ϯϯϲͿ͘ ^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŚĂƚĚƵůLJĂƵƚŚŽƌŝnjĞĚ
ƌĞƉƌĞƐĞŶƚĂƟǀĞƐŽĨĂĨĞĚĞƌĂůĂŐĞŶĐLJŵƵƐƚŚĂǀĞĂĐĐĞƐƐƚŽĂŶLJŬƐ͕ĚŽĐƵŵĞŶƚƐ͕ƉĂƉĞƌƐĂŶĚ
ƌĞĐŽƌĚƐŽĨ^ƵƉƉůŝĞƌƚŚĂƚĂƌĞĚŝƌĞĐƚůLJƉĞƌƟŶĞŶƚƚŽ^ƵƉƉůŝĞƌ͛ƐĚŝƐĐŚĂƌŐĞŽĨŝƚƐŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐ
ŐƌĞĞŵĞŶƚĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂŬŝŶŐĂƵĚŝƚƐ͕ĞdžĂŵŝŶĂƟŽŶƐ͕ĞdžĐĞƌƉƚƐ͕ĂŶĚƚƌĂŶƐĐƌŝƉƟŽŶƐ͘dŚĞ
ƌŝŐŚƚĂůƐŽŝŶĐůƵĚĞƐƟŵĞůLJĂŶĚƌĞĂƐŽŶĂďůĞĂĐĐĞƐƐƚŽ^ƵƉƉůŝĞƌ͛ƐƉĞƌƐŽŶŶĞůĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨ
ŝŶƚĞƌǀŝĞǁĂŶĚĚŝƐĐƵƐƐŝŽŶƌĞůĂƟŶŐƚŽƐƵĐŚĚŽĐƵŵĞŶƚƐ͘
xii) WZKhZDEdK&ZKsZDdZ/>^;Ϯ͘&͘Z͘ΑϮϬϬ͘ϯϮϮͿ͘A non-ĨĞĚĞƌĂůĞŶƟƚLJ
ƚŚĂƚŝƐĂƐƚĂƚĞĂŐĞŶĐLJŽƌĂŐĞŶĐLJŽĨĂƉŽůŝƟĐĂůƐƵďĚŝǀŝƐŝŽŶŽĨĂƐƚĂƚĞĂŶĚŝƚƐĐŽŶƚƌĂĐƚŽƌƐŵƵƐƚ
ĐŽŵƉůLJǁŝƚŚ^ĞĐƟŽŶϲϬϬϮŽĨƚŚĞ^ŽůŝĚtĂƐƚĞŝƐƉŽƐĂůĐƚ͕ĂƐĂŵĞŶĚĞĚďLJƚŚĞZĞƐŽƵƌĐĞ
ŽŶƐĞƌǀĂƟŽŶĂŶĚZĞĐŽǀĞƌLJĐƚ͘dŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨ^ĞĐƟŽŶϲϬϬϮŝŶĐůƵĚĞƉƌŽĐƵƌŝŶŐŽŶůLJŝƚĞŵƐ
ĚĞƐŝŐŶĂƚĞĚŝŶŐƵŝĚĞůŝŶĞƐŽĨƚŚĞŶǀŝƌŽŶŵĞŶƚĂůWƌŽƚĞĐƟŽŶŐĞŶĐLJ;WͿĂƚϰϬ͘&͘Z͘ΑϮϰϳƚŚĂƚ
ĐŽŶƚĂŝŶƚŚĞŚŝŐŚĞƐƚƉĞƌĐĞŶƚĂŐĞŽĨƌĞĐŽǀĞƌĞĚŵĂƚĞƌŝĂůƐƉƌĂĐƟĐĂďůĞ͕ consistent with maintaining a
ƐĂƟƐĨĂĐƚŽƌLJůĞǀĞůŽĨĐŽŵƉĞƟƟŽŶ͕ǁŚĞƌĞƚŚĞƉƵƌĐŚĂƐĞƉƌŝĐĞŽĨƚŚĞŝƚĞŵĞdžĐĞĞĚƐΨϭϬ͕ϬϬϬŽƌƚŚĞ
ǀĂůƵĞŽĨƚŚĞƋƵĂŶƟƚLJĂĐƋƵŝƌĞĚĚƵƌŝŶŐƚŚĞƉƌĞĐĞĚŝŶŐĮƐĐĂůLJĞĂƌĞdžĐĞĞĚĞĚΨϭϬ͕ϬϬϬ͖ƉƌŽĐƵƌŝŶŐ
solid waste management services in a mĂŶŶĞƌƚŚĂƚŵĂdžŝŵŝnjĞƐĞŶĞƌŐLJĂŶĚƌĞƐŽƵƌĐĞƌĞĐŽǀĞƌLJ͖
ĂŶĚĞƐƚĂďůŝƐŚŝŶŐĂŶĂĸƌŵĂƟǀĞƉƌŽĐƵƌĞŵĞŶƚƉƌŽŐƌĂŵĨŽƌƉƌŽĐƵƌĞŵĞŶƚŽĨƌĞĐŽǀĞƌĞĚŵĂƚĞƌŝĂůƐ
ŝĚĞŶƟĮĞĚŝŶƚŚĞWŐƵŝĚĞůŝŶĞƐ͘
xiii) &Z>^>;^Ϳ͕>K'K^͕E&>'^͘ The Supplier cannot use the seal(s), logos, crests,
ŽƌƌĞƉƌŽĚƵĐƟŽŶƐŽĨŇĂŐƐŽƌůŝŬĞŶĞƐƐĞƐŽĨ&ĞĚĞƌĂůĂŐĞŶĐLJŽĸĐŝĂůƐǁŝƚŚŽƵƚƐƉĞĐŝĮĐƉƌĞ-approval.
xiv) EKK>/'d/KEz&Z>'KsZEDEd͘ dŚĞh͘^͘ĨĞĚĞƌĂůŐŽǀĞƌŶŵĞŶƚŝƐŶŽƚĂƉĂƌƚLJ
ƚŽƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJƉƵƌĐŚĂƐĞďLJĂWĂƌƟĐŝƉĂƟŶŐŶƟƚLJĂŶĚŝƐŶŽƚƐƵďũĞĐƚƚŽĂŶLJŽďůŝŐĂƟŽŶƐ
ŽƌůŝĂďŝůŝƟĞƐƚŽƚŚĞWĂƌƟĐŝƉĂƟŶŐŶƟƚLJ͕^ƵƉƉůŝĞƌ͕ŽƌĂŶLJŽƚŚĞƌƉĂƌƚLJƉĞƌƚĂŝŶŝŶŐƚŽĂŶLJŵĂƩĞƌ
ƌĞƐƵůƟŶŐĨƌŽŵƚŚĞŐƌĞĞŵĞŶƚŽƌĂŶLJƉƵƌĐŚĂƐĞďLJĂŶĂƵƚŚŽƌŝnjĞĚƵƐĞƌ͘
xv) WZK'ZD&ZhE&>^KZ&Zhh>Ed^ddDEd^KZZ>dd^͘ The
ŽŶƚƌĂĐƚŽƌĂĐŬŶŽǁůĞĚŐĞƐƚŚĂƚϯϭh͘^͘͘Αϯϴ;ĚŵŝŶŝƐƚƌĂƟǀĞZĞŵĞĚŝĞƐĨŽƌ&ĂůƐĞůĂŝŵƐĂŶĚ
^ƚĂƚĞŵĞŶƚƐͿĂƉƉůŝĞƐƚŽƚŚĞ^ƵƉƉůŝĞƌ͛ƐĂĐƟŽŶƐƉĞƌƚĂŝŶŝŶŐƚŽƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJƉƵƌĐŚĂƐĞďLJĂ
WĂƌƟĐŝƉĂƟŶŐŶƟƚLJ͘
xvi) &Z>d͘ dŚĞ^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚŝƚŝƐŶŽŶ-ĚĞůŝŶƋƵĞŶƚŝŶŝƚƐƌĞƉĂLJŵĞŶƚŽĨĂŶLJ
ĨĞĚĞƌĂůĚĞďƚ͘džĂŵƉůĞƐŽĨƌĞůĞǀĂŶƚĚĞďƚŝŶĐůƵĚĞĚĞůŝŶƋƵĞŶƚƉĂLJƌŽůůĂŶĚŽƚŚĞƌƚĂdžĞƐ͕ĂƵĚŝƚ
ĚŝƐĂůůŽǁĂŶĐĞ͕ĂŶĚďĞŶĞĮƚŽǀĞƌƉĂLJŵĞŶƚƐ͘
xvii) KE&>/d^K&/EdZ^d͘ dŚĞ^ƵƉƉůŝĞƌŵƵƐƚŶŽƟĨLJƚŚĞh͘^͘KĸĐĞŽĨ'ĞŶĞƌĂů^ĞƌǀŝĐĞƐ͕
^ŽƵƌĐĞǁĞůů͕ĂŶĚWĂƌƟĐŝƉĂƟŶŐŶƟƚLJĂƐƐŽŽŶĂƐƉŽƐƐŝďůĞŝĨƚŚŝƐŐƌĞĞŵĞŶƚŽƌĂŶLJĂƐƉĞĐƚƌĞůĂƚĞĚ
ƚŽƚŚĞĂŶƟĐŝƉĂƚĞĚǁŽƌŬƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚƌĂŝƐĞƐĂŶĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚŽĨŝŶƚĞƌĞƐƚ(as
ĚĞƐĐƌŝďĞĚŝŶϮ͘&͘Z͘WĂƌƚϮϬϬͿ͘dŚĞ^ƵƉƉůŝĞƌŵƵƐƚĞdžƉůĂŝŶƚŚĞĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚŝŶ
ǁƌŝƟŶŐŝŶƐƵĸĐŝĞŶƚĚĞƚĂŝůƐŽƚŚĂƚƚŚĞh͘^͘KĸĐĞŽĨ'ĞŶĞƌĂů^ĞƌǀŝĐĞƐ͕^ŽƵƌĐĞǁĞůů͕ĂŶĚ
WĂƌƟĐŝƉĂƟŶŐŶƟƚLJĂƌĞĂďůĞƚŽĂƐƐĞƐƐƚŚĞĂĐƚƵĂůŽƌƉŽƚĞŶƟĂůĐŽŶŇŝĐƚ͖ĂŶĚƉƌŽǀŝĚĞĂŶLJĂĚĚŝƟŽŶĂů
ŝŶĨŽƌŵĂƟŽŶĂƐŶĞĐĞƐƐĂƌLJŽƌƌĞƋƵĞƐƚĞĚ͘
xviii) h͘^͘yhd/sKZZϭϯϮϮϰ͘ The Supplier, and its subcontractors, must comply with
h͘^͘džĞĐƵƟǀĞKƌĚĞƌϭϯϮϮϰĂŶĚh͘^͘>ĂǁƐƚŚĂƚƉƌŽŚŝďŝƚƚƌĂŶƐĂĐƟŽŶƐǁŝƚŚĂŶĚƉƌŽǀŝƐŝŽŶŽĨ
ƌĞƐŽƵƌĐĞƐĂŶĚƐƵƉƉŽƌƚƚŽŝŶĚŝǀŝĚƵĂůƐĂŶĚŽƌŐĂŶŝnjĂƟŽŶƐĂƐƐŽĐŝĂƚĞĚǁŝƚŚƚĞƌƌŽƌŝƐŵ͘
091024-JCS
v052824 7
xix) WZK,//d/KEKEZd/Ed>KDDhE/d/KE^Es/K^hZs/>>E
^Zs/^KZYh/WDEd͘ dŽƚŚĞĞdžƚĞŶƚĂƉƉůŝĐĂďůĞ͕^ƵƉƉůŝĞƌĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨ
ƚŚŝƐŐƌĞĞŵĞŶƚŝƚǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨϮ͘&͘Z͘ΑϮϬϬ͘Ϯϭϲ͘
xx) KD^d/WZ&ZE^&KZWZKhZDEd^͘ To the extent applicable, Supplier
ĐĞƌƟĮĞƐƚŚĂƚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌǁŝůůĐŽŵƉůLJǁŝƚŚĂƉƉůŝĐĂďůĞ
ƌĞƋƵŝƌĞŵĞŶƚƐŽĨϮ͘&͘Z͘ΑϮϬϬ͘ϯϮϮ͘
ƌƟĐůĞϮ͗
^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌKďůŝŐĂƟŽŶƐ
dŚĞdĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϮƌĞůĂƚĞƐƉĞĐŝĮĐĂůůLJƚŽ^ŽƵƌĐĞǁĞůůĂŶĚŝƚƐĂĚŵŝŶŝƐƚƌĂƟŽŶŽĨƚŚŝƐDĂƐƚĞƌ
ŐƌĞĞŵĞŶƚǁŝƚŚ^ƵƉƉůŝĞƌĂŶĚ^ƵƉƉůŝĞƌ͛ƐŽďůŝŐĂƟŽŶƐƚŚĞƌĞƵŶĚĞƌ͘
1) ƵƚŚŽƌŝnjĞĚ^ĞůůĞƌƐ͘^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞ^ŽƵƌĐĞǁĞůůĂĐƵƌƌĞŶƚŵĞĂŶƐƚŽǀĂůŝĚĂƚĞŽƌĂƵƚŚĞŶƟĐĂƚĞ
^ƵƉƉůŝĞƌ͛ƐĂƵƚŚŽƌŝnjĞĚĚĞĂůĞƌƐ͕ĚŝƐƚƌŝďƵƚŽƌƐ͕ŽƌƌĞƐĞůůĞƌƐǁŚŝĐŚŵĂLJĐŽŵƉůĞƚĞƚƌĂŶƐĂĐƟŽŶƐŽĨ/ŶĐůƵĚĞĚ
^ŽůƵƟŽŶƐŽīĞƌĞĚƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘^ŽƵƌĐĞǁĞůůŵĂLJƌĞƋƵĞƐƚƵƉĚĂƚĞĚŝŶĨŽƌŵĂƟŽŶŝŶŝƚƐ
ĚŝƐĐƌĞƟŽŶ͕ĂŶĚ^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŽƉƌŽǀŝĚĞƌĞƋƵĞƐƚĞĚŝŶĨŽƌŵĂƟŽŶǁŝƚŚŝŶĂƌĞĂƐŽŶĂďůĞƟŵĞ͘
2) WƌŽĚƵĐƚĂŶĚWƌŝĐĞŚĂŶŐĞƐZĞƋƵŝƌĞŵĞŶƚƐ͘ ^ƵƉƉůŝĞƌŵĂLJƌĞƋƵĞƐƚ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐchanges,
ĂĚĚŝƟŽŶƐ͕ŽƌĚĞůĞƟŽŶƐĂƚĂŶLJƟŵĞ͘ůůƌĞƋƵĞƐƚƐŵƵƐƚďĞŵĂĚĞŝŶǁƌŝƟŶŐďLJƐƵďŵŝƫŶŐĂ^ŽƵƌĐĞǁĞůů
WƌŝĐĞĂŶĚWƌŽĚƵĐƚŚĂŶŐĞZĞƋƵĞƐƚ&ŽƌŵƚŽ^ŽƵƌĐĞǁĞůů͘ƚĂŵŝŶŝŵƵŵ͕ƚŚĞƌĞƋƵĞƐƚŵƵƐƚ͗
x /ĚĞŶƟĨLJƚŚĞĂƉƉůŝĐĂďůĞ^ŽƵƌĐĞǁĞůůŐƌĞĞŵĞŶƚŶƵŵďĞƌ͖
x ůĞĂƌůLJƐƉĞĐŝĨLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͖
x WƌŽǀŝĚĞƐƵĸĐŝĞŶƚĚĞƚĂŝůƚŽũƵƐƟĨLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͖
x /ŶĚŝǀŝĚƵĂůůLJůŝƐƚĂůů/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐĂīĞĐƚĞĚďLJƚŚĞƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ͕ĂůŽŶŐǁŝƚŚƚŚĞ
ƌĞƋƵĞƐƚĞĚĐŚĂŶŐĞ;Ğ͘Ő͕͘ĂĚĚŝƟŽŶ͕ĚĞůĞƟŽŶ͕ƉƌŝĐĞĐŚĂŶŐĞͿ͖ĂŶĚ
x /ŶĐůƵĚĞĂĐŽŵƉůĞƚĞƌĞƐƚĂƚĞŵĞŶƚŽĨWƌŝĐŝŶŐ>ŝƐƚǁŝƚŚƚŚĞĞīĞĐƟǀĞĚĂƚĞŽĨƚŚĞŵŽĚŝĮĞĚƉƌŝĐŝŶŐ͕
ŽƌƉƌŽĚƵĐƚĂĚĚŝƟŽŶŽƌĚĞůĞƟŽŶ͘dŚĞŶĞǁƉƌŝĐŝŶŐƌĞƐƚĂƚĞŵĞŶƚŵƵƐƚŝŶĐůƵĚĞĂůů/ŶĐůƵĚĞĚ
^ŽůƵƟŽŶƐŽīĞƌĞĚ͕ĞǀĞŶĨŽƌƚŚŽƐĞŝƚĞŵƐǁŚĞƌĞƉƌŝĐŝŶŐƌĞŵĂŝŶƐƵŶĐŚĂŶŐĞĚ͘
ĨƵůůLJĞdžĞĐƵƚĞĚ^ŽƵƌĐĞǁĞůůWƌŝĐĞĂŶĚWƌŽĚƵĐƚŚĂŶŐĞZĞƋƵĞƐƚ&ŽƌŵǁŝůůďĞĐŽŵĞĂŶĂŵĞŶĚŵĞŶƚƚŽ
this Agreement and will be incorporated by ƌĞĨĞƌĞŶĐĞ͘
ϯͿ ƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞ͘ ^ƵƉƉůŝĞƌǁŝůůĂƐƐŝŐŶĂŶƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞƚŽ^ŽƵƌĐĞǁĞůůĨŽƌƚŚŝƐ
ŐƌĞĞŵĞŶƚĂŶĚŵƵƐƚƉƌŽǀŝĚĞƉƌŽŵƉƚŶŽƟĐĞƚŽ^ŽƵƌĐĞǁĞůůŝĨƚŚĂƚƉĞƌƐŽŶŝƐĐŚĂŶŐĞĚ͘dŚĞƵƚŚŽƌŝnjĞĚ
ZĞƉƌĞƐĞŶƚĂƟǀĞǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌ͗
x DĂŝŶƚĞŶĂŶĐĞĂŶĚŵĂŶĂŐĞŵĞŶƚŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͖
x dŝŵĞůLJƌĞƐƉŽŶƐĞƚŽĂůů^ŽƵƌĐĞǁĞůůĂŶĚWĂƌƟĐŝƉĂƟŶŐŶƟƚLJŝŶƋƵŝƌŝĞƐ͖ĂŶĚ
x WĂƌƟĐŝƉĂƟŽŶŝŶƌĞǀŝĞǁƐǁŝƚŚ^ŽƵƌĐĞǁĞůů͘
^ŽƵƌĐĞǁĞůůΖƐƵƚŚŽƌŝnjĞĚZĞƉƌĞƐĞŶƚĂƟǀĞŝƐŝƚƐŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĸĐĞƌ.
4) WĞƌĨŽƌŵĂŶĐĞZĞǀŝĞǁƐ͘ Supplier will ƉĞƌĨŽƌŵĂŵŝŶŝŵƵŵŽĨŽŶĞƌĞǀŝĞǁǁŝƚŚ^ŽƵƌĐĞǁĞůůƉĞƌ
ĂŐƌĞĞŵĞŶƚLJĞĂƌ͘dŚĞƌĞǀŝĞǁǁŝůůĐŽǀĞƌƚƌĂŶƐĂĐƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐ͕ƉƌŝĐŝŶŐĂŶĚƚĞƌŵƐ͕
091024-JCS
v052824 8
ĂĚŵŝŶŝƐƚƌĂƟǀĞĨĞĞƐ͕ƐĂůĞƐĚĂƚĂƌĞƉŽƌƚƐ͕ƉĞƌĨŽƌŵĂŶĐĞŝƐƐƵĞƐ͕ƐƵƉƉůLJ chain issues, customer issues, and
ĂŶLJŽƚŚĞƌŶĞĐĞƐƐĂƌLJŝŶĨŽƌŵĂƟŽŶ͘
5) ^ĂůĞƐZĞƉŽƌƟŶŐZĞƋƵŝƌĞĚ͘ ^ƵƉƉůŝĞƌŝƐƌĞƋƵŝƌĞĚĂƐĂŵĂƚĞƌŝĂůĞůĞŵĞŶƚƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽ
ƌĞƉŽƌƚĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐǁŝƚŚWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘&ĂŝůƵƌĞƚŽ
provide complete and accurate ƌĞƉŽƌƚƐĂƐĚĞĮŶĞĚŚĞƌĞŝŶǁŝůůďĞĂŵĂƚĞƌŝĂůďƌĞĂĐŚŽĨƚŚĞŐƌĞĞŵĞŶƚ
ĂŶĚ^ŽƵƌĐĞǁĞůůƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽƉƵƌƐƵĞĂůůƌĞŵĞĚŝĞƐĂǀĂŝůĂďůĞĂƚůĂǁŝŶĐůƵĚŝŶŐĐĂŶĐĞůůĂƟŽŶŽĨ
this Agreement.
6) ZĞƉŽƌƟŶŐZĞƋƵŝƌĞŵĞŶƚƐ͘ ^ƵƉƉůŝĞƌŵƵƐƚƉƌŽǀŝĚĞ^ŽƵƌĐĞǁĞůůĂŶĂĐƟǀŝƚLJƌĞƉŽƌƚŽĨĂůůƚƌĂŶƐĂĐƟŽŶƐ
ĐŽŵƉůĞƚĞĚƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘ZĞƉŽƌƚƐĂƌĞĚƵĞĂƚůĞĂƐƚŽŶĐĞĞĂĐŚĐĂůĞŶĚĂƌƋƵĂƌƚĞƌ;ZĞƉŽƌƟŶŐ
WĞƌŝŽĚͿ͘ZĞƉŽƌƚƐŵƵƐƚďĞƌĞĐĞŝǀĞĚŶŽůĂƚĞƌƚŚĂŶϰϱĐĂůĞŶĚĂƌĚĂLJƐĂŌĞƌƚŚĞĞŶĚŽĨĞĂch calendar
ƋƵĂƌƚĞƌ͘^ƵƉƉůŝĞƌŵĂLJƌĞƉŽƌƚŽŶĂŵŽƌĞĨƌĞƋƵĞŶƚďĂƐŝƐŝŶŝƚƐĚŝƐĐƌĞƟŽŶ͘ZĞƉŽƌƚƐŵƵƐƚďĞƉƌŽǀŝĚĞĚ
ƌĞŐĂƌĚůĞƐƐŽĨƚŚĞĂŵŽƵŶƚŽĨĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐĚƵƌŝŶŐƚŚĂƚƋƵĂƌƚĞƌ;ŝ͘Ğ͕͘ŝĨƚŚĞƌĞĂƌĞŶŽƐĂůĞƐ͕
Supplier must submit a ƌĞƉŽƌƚŝŶĚŝĐĂƟŶŐŶŽƐĂůĞƐǁĞƌĞŵĂĚĞͿ͘
dŚĞZĞƉŽƌƚŵƵƐƚĐŽŶƚĂŝŶƚŚĞĨŽůůŽǁŝŶŐĮĞůĚƐ͗
x WĂƌƟĐŝƉĂƟŶŐŶƟƚLJEĂŵĞ;Ğ͘Ő͕͘ŝƚLJŽĨ^ƚĂƉůĞƐ,ŝŐŚǁĂLJĞƉĂƌƚŵĞŶƚͿ͖
x WĂƌƟĐŝƉĂƟŶŐŶƟƚLJWŚLJƐŝĐĂů^ƚƌĞĞƚĚĚƌĞƐƐ͖
x WĂƌƟĐŝƉĂƟŶŐŶƟƚLJŝƚLJ͖
x WĂƌƟĐŝƉĂƟŶŐŶƟƚLJ^ƚĂƚĞͬWƌŽǀŝŶĐĞ͖
x WĂƌƟĐŝƉĂƟŶŐŶƟƚLJŝƉͬWŽƐƚĂůŽĚĞ͖
x ^ŽƵƌĐĞǁĞůůWĂƌƟĐŝƉĂƟŶŐŶƟƚLJAccount Number;
x dƌĂŶƐĂĐƟŽŶĞƐĐƌŝƉƟŽŶ͖
x dƌĂŶƐĂĐƟŽŶWƵƌĐŚĂƐĞĚWƌŝĐĞ͖
x ^ŽƵƌĐĞǁĞůůĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƉƉůŝĞĚ͖ĂŶĚ
x ĂƚĞdƌĂŶƐĂĐƟŽŶǁĂƐŝŶǀŽŝĐĞĚͬƐĂůĞǁĂƐƌĞĐŽŐŶŝnjĞĚĂƐƌĞǀĞŶƵĞďLJ^ƵƉƉůŝĞƌ͘
/Ĩcollected by Supplier, ƚŚĞZĞƉŽƌƚŵĂLJŝŶĐůƵĚĞƚŚĞĨŽůůŽǁŝŶŐĮĞůĚƐĂƐĂǀĂŝůĂďůĞ͗
x WĂƌƟĐŝƉĂƟŶŐŶƟƚLJŽŶƚĂĐƚEĂŵĞ͖
x WĂƌƟĐŝƉĂƟŶŐŶƟƚLJŽŶƚĂĐƚŵĂŝůĚĚƌĞƐƐ͖
x WĂƌƟĐŝƉĂƟŶŐŶƟƚLJŽŶƚĂĐƚdĞůĞƉŚŽŶĞEƵŵďĞƌ͖
7) ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞ͘ /ŶĐŽŶƐŝĚĞƌĂƟŽŶĨŽƌƚŚĞƐƵƉƉŽƌƚĂŶĚƐĞƌǀŝĐĞƐƉƌŽǀŝĚĞĚďLJ^ŽƵƌĐĞǁĞůů͕^ƵƉƉůŝĞƌ
ǁŝůůƉĂLJĂŶĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƚŽ^ŽƵƌĐĞǁĞůůŽŶĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐ
ƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌǁŝůůŝŶĐůƵĚĞŝƚƐĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞǁŝƚŚin its proposed pricing.
^ƵƉƉůŝĞƌŵĂLJŶŽƚĚŝƌĞĐƚůLJĐŚĂƌŐĞWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐƚŽŽīƐĞƚƚŚĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞ͘
ϴͿ &ĞĞĂůĐƵůĂƟŽŶ͘ ^ƵƉƉůŝĞƌ͛ƐĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƉĂLJĂďůĞƚŽ^ŽƵƌĐĞǁĞůůǁŝůůďĞĐĂůĐƵůĂƚĞĚĂƐĂƐƚĂƚĞĚ
ƉĞƌĐĞŶƚĂŐĞ;ůŝƐƚĞĚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂůͿŽĨĂůůĐŽŵƉůĞƚĞĚƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐƚŚŝƐDĂƐƚĞƌ
ŐƌĞĞŵĞŶƚǁŝƚŚŝŶƚŚĞƉƌĞĐĞĚŝŶŐZĞƉŽƌƟŶŐWĞƌŝŽĚ͘ &ŽƌĐĞƌƚĂŝŶcategories, a ŇĂƚĨĞĞ may be
proposed. dŚĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞǁŝůůďĞƐƚĂƚĞĚŝŶ^ƵƉƉůŝĞƌ͛ƐWƌŽƉŽƐĂů.
9) &ĞĞZĞŵŝƩĂŶĐĞ͘ ^ƵƉƉůŝĞƌǁŝůůƌĞŵŝƚĨĞĞƚŽ^ŽƵƌĐĞǁĞůůŶŽůĂƚĞƌƚŚĂŶϰϱĐĂůĞŶĚĂƌĚĂLJƐĂŌĞƌƚŚĞĐůŽƐĞ
ŽĨƚŚĞƉƌĞĐĞĚŝŶŐĐĂůĞŶĚĂƌƋƵĂƌƚĞƌŝŶĐŽŶũƵŶĐƟŽŶǁŝƚŚ^ƵƉƉůŝĞƌ͛ƐZĞƉŽƌƟŶŐWĞƌŝŽĚŽďůŝŐĂƟŽŶƐ
ĚĞĮŶĞĚŚĞƌĞŝŶ͘WĂLJŵĞŶƚƐƐŚŽƵůĚŶŽƚĞƚŚĞ^ƵƉƉůŝĞƌ͛ƐŶĂŵĞĂŶĚ^ŽƵƌĐĞǁĞůů -assigned Agreement
number in the memo; and must be either mailed to Sourcewell ĂďŽǀĞ͞ƩŶ͗ĐĐŽƵŶƚƐZĞĐĞŝǀĂďůĞ͟Žƌ
091024-JCS
v052824 9
ƌĞŵŝƩĞĚĞůĞĐƚƌŽŶŝĐĂůůLJƚŽ^ŽƵƌĐĞǁĞůů͛ƐďĂŶŬŝŶŐŝŶƐƟƚƵƟŽŶƉĞƌ^ŽƵƌĐĞǁĞůů͛Ɛ&ŝŶĂŶĐĞĚĞƉĂƌƚŵĞŶƚ
ŝŶƐƚƌƵĐƟŽŶƐ͘
10) EŽŶĐŽŵƉůŝĂŶĐĞ͘ ^ŽƵƌĐĞǁĞůůƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽƐĞĞŬĂůůƌĞŵĞĚŝĞƐavailable ĂƚůĂǁĨŽƌƵŶƉĂŝĚŽƌ
ƵŶĚĞƌƉĂŝĚĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐĚƵĞƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘&ĂŝůƵƌĞƚŽƌĞŵŝƚƉĂLJŵĞŶƚ͕ĚĞůŝŶƋƵĞŶƚ
payments͕ƵŶĚĞƌƉĂLJŵĞŶƚƐ͕ŽƌŽƚŚĞƌĚĞǀŝĂƟŽŶƐĨƌŽŵƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚŵĂLJďĞ
ĚĞĞŵĞĚĂŵĂƚĞƌŝĂůďƌĞĂĐŚĂŶĚŵĂLJƌĞƐƵůƚŝŶĐĂŶĐĞůůĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚĂŶĚĚŝƐďĂƌŵĞŶƚĨƌŽŵ
ĨƵƚƵƌĞŐƌĞĞŵĞŶƚƐ͘
11) ƵĚŝƚZĞƋƵŝƌĞŵĞŶƚƐ͘ Pursuant to Minn. Stat. Α ϭϲ͘Ϭϱ͕ƐƵďĚŝǀŝƐŝŽŶϱ͕ƚŚĞŬƐ͕ƌĞĐŽƌĚƐ͕
ĚŽĐƵŵĞŶƚƐ͕ĂŶĚĂĐĐŽƵŶƟŶŐƉƌŽĐĞĚƵƌĞƐĂŶĚƉƌĂĐƟĐĞƐƌĞůĞǀĂŶƚƚŽƚŚŝƐŐƌĞĞŵĞŶƚĂƌĞƐƵďũĞĐƚƚŽ
ĞdžĂŵŝŶĂƟŽŶďLJ^ŽƵƌĐĞǁĞůůand ƚŚĞDŝŶŶĞƐŽƚĂ^ƚĂƚĞƵĚŝƚŽƌĨŽƌĂŵŝŶŝŵƵŵŽĨƐŝdžLJĞĂƌƐĨƌŽŵƚŚĞĞŶĚ
ŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌĂŐƌĞĞƐƚŽĨƵůůLJĐŽŽƉĞƌĂƚĞǁŝƚŚ^ŽƵƌĐĞǁĞůůŝŶĂƵĚŝƟŶŐƚƌĂŶƐĂĐƟŽŶƐƵŶĚĞƌ
ƚŚŝƐŐƌĞĞŵĞŶƚƚŽĞŶƐƵƌĞĐŽŵƉůŝĂŶĐĞǁŝƚŚƉƌŝĐŝŶŐƚĞƌŵƐ͕ĐŽƌƌĞĐƚĐĂůĐƵůĂƟŽŶĂŶĚƌĞŵŝƩĂŶĐĞŽĨ
ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͕ĂŶĚǀĞƌŝĮĐĂƟŽŶ ŽĨƚƌĂŶƐĂĐƟŽŶƐĂƐŵĂLJďĞƌĞƋƵĞƐƚĞĚďLJĂWĂƌƟĐŝƉĂƟŶŐŶƟƚLJŽƌ
Sourcewell.
12) ƐƐŝŐŶŵĞŶƚ͕dƌĂŶƐĨĞƌ͕ĂŶĚĚŵŝŶŝƐƚƌĂƟǀĞŚĂŶŐĞƐ͘^ƵƉƉůŝĞƌŵĂLJŶŽƚĂƐƐŝŐŶŽƌŽƚŚĞƌǁŝƐĞƚƌĂŶƐĨĞƌŝƚƐ
ƌŝŐŚƚƐŽƌŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŽƵƚƚŚĞƉƌŝŽƌǁƌŝƩĞŶĐŽŶƐĞŶƚŽĨ^ŽƵƌĐĞǁĞůů͘^ƵĐŚ
consent will not be unreasonably withheld. Sourcewell reserves the right to unilaterally assign all or
ƉŽƌƟŽŶƐŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŝŶŝƚƐƐŽůĞĚŝƐĐƌĞƟŽŶƚŽĂĚĚƌĞƐƐĐŽƌƉŽƌĂƚĞƌĞƐƚƌƵĐƚƵƌŝŶŐƐ͕ŵĞƌŐĞƌƐ͕
ĂĐƋƵŝƐŝƟŽŶƐ͕ŽƌŽƚŚĞƌĐŚĂŶŐĞƐƚŽƚŚĞZesponsible Party and named in the Agreement. Any prohibited
assignment is ŝŶǀĂůŝĚ͘hƉŽŶƌĞƋƵĞƐƚ ^ŽƵƌĐĞǁĞůůŵĂLJŵĂŬĞĂĚŵŝŶŝƐƚƌĂƟǀĞĐŚĂŶŐĞƐƚŽĂŐƌĞĞŵĞŶƚ
ĚŽĐƵŵĞŶƚĂƟŽŶƐƵĐŚĂƐŶĂŵĞĐŚĂŶŐĞƐ͕ĂĚĚƌĞƐƐĐŚĂŶŐĞƐ͕ĂŶĚŽƚŚĞƌŶŽŶ-material updates as
determined ǁŝƚŚŝŶŝƚƐƐŽůĞĚŝƐĐƌĞƟŽŶ͘
ϭϯͿ ŵĞŶĚŵĞŶƚƐ͘ ŶLJŵĂƚĞƌŝĂůĐŚĂŶŐĞƚŽƚŚŝƐŐƌĞĞŵĞŶƚŵƵƐƚďĞĞdžĞĐƵƚĞĚŝŶǁƌŝƟŶŐƚŚƌŽƵŐŚĂŶ
ĂŵĞŶĚŵĞŶƚĂŶĚǁŝůůŶŽƚďĞĞīĞĐƟǀĞƵŶƟůŝƚŚĂƐďĞĞŶĚƵůLJĞdžĞĐƵƚĞĚďLJƚŚĞƉĂƌƟĞƐ.
14) tĂŝǀĞƌ͘ &ĂŝůƵƌĞďLJSourcewell to ĞŶĨŽƌĐĞany right under this Agreement will not be deemed a waiver
ŽĨƐƵĐŚƌŝŐŚƚŝŶƚŚĞĞǀĞŶƚŽĨƚŚĞĐŽŶƟŶƵĂƟŽŶŽƌƌĞƉĞƟƟŽŶŽĨƚŚĞĐŝƌĐƵŵƐƚĂŶĐĞƐŐŝǀŝŶŐƌŝƐĞƚŽƐƵĐŚ
right.
15) ŽŵƉůĞƚĞŐƌĞĞŵĞŶƚ͘ dŚŝƐŐƌĞĞŵĞŶƚƌĞƉƌĞƐĞŶƚƐƚŚĞĐŽŵƉůĞƚĞĂŐƌĞĞŵĞŶƚďĞƚǁĞĞŶƚŚĞƉĂƌƟĞƐ ĨŽƌ
ƚŚĞƐĐŽƉĞĂƐĚĞĮŶĞĚŚĞƌĞŝŶ͘^ƵƉƉůŝĞƌĂŶĚ^ŽƵƌĐĞǁĞůůŵĂLJĞŶƚĞƌŝŶƚŽƐĞƉĂƌĂƚĞǁƌŝƩĞŶĂŐƌĞĞŵĞŶƚƐ
ƌĞůĂƟŶŐƐƉĞĐŝĮĐĂůůLJƚŽƚƌĂŶƐĂĐƟŽŶƐŽƵƚƐŝĚĞŽĨƚŚĞƐĐŽƉĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͘
16) ZĞůĂƟŽŶƐŚŝƉŽĨ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌ͘ This Agreement does not create a partnership, joint
ǀĞŶƚƵƌĞ͕ŽƌĂŶLJŽƚŚĞƌƌĞůĂƟŽŶƐŚŝƉƐƵĐŚĂƐĞŵƉůŽLJĞĞ͕ŝŶĚĞƉĞŶĚĞŶƚĐŽŶƚƌĂĐƚŽƌ͕ŵĂƐƚĞƌ-servant, or
principal-agent.
17) /ŶĚĞŵŶŝĮĐĂƟŽŶ͘ ^ƵƉƉůŝĞƌŵƵƐƚŝŶĚĞŵŶŝĨLJ͕ĚĞĨĞŶĚ͕ƐĂǀĞ͕ĂŶĚŚŽůĚ^ŽƵƌĐĞǁĞůů͕ŝŶĐůƵĚŝŶŐƚŚĞŝƌĂŐĞŶƚƐ
ĂŶĚĞŵƉůŽLJĞĞƐ͕ŚĂƌŵůĞƐƐĨƌŽŵĂŶLJĐůĂŝŵƐŽƌĐĂƵƐĞƐŽĨĂĐƟŽŶ͕ŝŶĐůƵĚŝŶŐĂƩŽƌŶĞLJƐ͛ĨĞĞƐŝŶĐƵƌƌĞĚďLJ
^ŽƵƌĐĞǁĞůů͕ĂƌŝƐŝŶŐŽƵƚŽĨĂŶLJĂĐƚŽƌŽŵŝƐƐŝŽŶŝŶƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐ Agreement by the Supplier
ŽƌŝƚƐĂŐĞŶƚƐŽƌĞŵƉůŽLJĞĞƐ͖ƚŚŝƐŝŶĚĞŵŶŝĮĐĂƟŽŶŝŶĐůƵĚĞƐŝŶũƵƌLJŽƌĚĞĂƚŚƚŽƉĞƌƐŽŶ;ƐͿŽƌƉƌŽƉĞƌƚLJ
ĂůůĞŐĞĚƚŽŚĂǀĞďĞĞŶĐĂƵƐĞĚďLJƐŽŵĞĚĞĨĞĐƚŝŶĚĞƐŝŐŶ͕ĐŽŶĚŝƟŽŶ͕ŽƌƉĞƌĨŽƌŵĂŶĐĞŽĨ/ŶĐůƵĚĞĚ
^ŽůƵƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚ͘^ŽƵƌĐĞǁĞůů͛ƐƌĞƐƉŽŶƐŝďŝůŝƚLJǁŝůůďĞŐŽǀĞƌŶĞĚďLJƚŚĞ^ƚĂƚĞŽĨ
DŝŶŶĞƐŽƚĂ͛ƐdŽƌƚ>ŝĂďŝůŝƚLJĐƚ;DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐŚĂƉƚĞƌϰϲϲͿĂŶĚŽƚŚĞƌĂƉƉůŝĐĂďůĞůĂǁ͘
091024-JCS
v052824 10
EŽƚǁŝƚŚƐƚĂŶĚŝŶŐƚŚĞĨŽƌĞŐŽŝŶŐ͕^ƵƉƉůŝĞƌŝƐŶŽƚƌĞƋƵŝƌĞĚƚŽŝŶĚĞŵŶŝĨLJ͕ĚĞĨĞŶĚ͕ƐĂǀĞ͕ŽƌŚŽůĚŚĂƌŵůĞƐƐ
^ŽƵƌĐĞǁĞůůĨŽƌĂŶLJĐůĂŝŵƐŽƌĐĂƵƐĞƐŽĨĂĐƟŽŶƚŚĂƚĂƌĞƐŽůĞůLJĐĂƵƐĞĚďLJƚŚĞŶĞŐůŝŐĞŶƚĂĐƚƐŽƌ
ŽŵŝƐƐŝŽŶƐŽĨ^ŽƵƌĐĞǁĞůů͘
ϭϴͿ ĂƚĂWƌĂĐƟĐĞƐ͘ ^ƵƉƉůŝĞƌĂŶĚ^ŽƵƌĐĞǁĞůůĂĐŬŶŽǁůĞĚŐĞ^ŽƵƌĐĞǁĞůůŝƐƐƵďũĞĐƚƚŽƚŚĞDŝŶŶĞƐŽƚĂ
'ŽǀĞƌŶŵĞŶƚĂƚĂWƌĂĐƟĐĞƐĐƚ͕DŝŶŶĞƐŽƚĂ^ƚĂƚƵƚĞƐŚĂƉƚĞƌϭϯ͘ƐŝƚĂƉƉůŝĞƐƚŽĂůůĚĂƚĂĐƌĞĂƚĞĚĂŶĚ
ŵĂŝŶƚĂŝŶĞĚŝŶƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌŵĂLJďĞƐƵďũĞĐƚƚŽƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽĨƚŚŝƐ
chapter.
19) 'ƌĂŶƚŽĨ>ŝĐĞŶƐĞ͘
a) ƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͗
i) ^ƵƉƉůŝĞƌWƌŽŵŽƟŽŶ͘ Sourcewell grants to Supplier a royalty-ĨƌĞĞ͕ǁŽƌůĚǁŝĚĞ͕ŶŽŶ-exclusive
ƌŝŐŚƚĂŶĚůŝĐĞŶƐĞƚŽƵƐĞƚŚĞƚƌĂĚĞŵĂƌŬ;ƐͿƉƌŽǀŝĚĞĚƚŽ^ƵƉƉůŝĞƌďLJ^ŽƵƌĐĞǁĞůůŝŶĂĚǀĞƌƟƐŝŶŐ͕
ƉƌŽŵŽƟŽŶĂůŵĂƚĞƌŝĂůƐ͕ĂŶĚŝŶĨŽƌŵĂƟŽŶĂůƐŝƚĞƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐ^ŽƵƌĐĞǁĞůů͛Ɛ
Agreement with Supplier.
ii) ^ŽƵƌĐĞǁĞůůWƌŽŵŽƟŽŶ͘ Supplier grants to Sourcewell a royalty-ĨƌĞĞ͕ǁŽƌůĚǁŝĚĞ͕ŶŽŶ-
ĞdžĐůƵƐŝǀĞƌŝŐŚƚĂŶĚůŝĐĞŶƐĞƚŽƵƐĞ^ƵƉƉůŝĞƌ͛ƐƚƌĂĚĞŵĂƌŬƐŝŶĂĚǀĞƌƟƐŝŶŐ͕ƉƌŽŵŽƟŽŶĂů
ŵĂƚĞƌŝĂůƐ͕ĂŶĚŝŶĨŽƌŵĂƟŽŶĂůƐŝƚĞƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐ^ƵƉƉůŝĞƌ͛ƐŐƌĞĞŵĞŶƚǁŝƚŚ
Sourcewell.
b) >ŝŵŝƚĞĚZŝŐŚƚŽĨ^ƵďůŝĐĞŶƐĞ͘ dŚĞƌŝŐŚƚĂŶĚůŝĐĞŶƐĞŐƌĂŶƚĞĚŚĞƌĞŝŶŝŶĐůƵĚĞƐĂůŝŵŝƚĞĚƌŝŐŚƚŽĨĞĂĐŚ
ƉĂƌƚLJƚŽŐƌĂŶƚƐƵďůŝĐĞŶƐĞƐƚŽƚŚĞŝƌƌĞƐƉĞĐƟǀĞƐƵďƐŝĚŝĂƌŝĞƐ͕ĚŝƐƚƌŝďƵƚŽƌƐ͕ĚĞĂůĞƌƐ͕ƌĞƐĞůůĞƌƐ͕
ŵĂƌŬĞƟŶŐƌĞƉƌĞƐĞŶƚĂƟǀĞƐ͕ƉĂƌƚŶĞƌƐ͕ŽƌĂŐĞŶƚƐ;ĐŽůůĞĐƟǀĞůLJ͞WĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐ͟ͿŝŶ
ĂĚǀĞƌƟƐŝŶŐ͕ƉƌŽŵŽƟŽŶĂů͕ŽƌŝŶĨŽƌŵĂƟŽŶĂůŵĂƚĞƌŝĂůƐĨŽƌƚŚĞƉƵƌƉŽƐĞŽĨŵĂƌŬĞƟŶŐƚŚĞWĂƌƟĞƐ͛
ƌĞůĂƟŽŶƐŚŝƉ͘ŶLJƐƵďůŝĐĞŶƐĞŐƌĂŶƚĞĚǁŝůůďĞƐƵďũĞĐƚƚŽƚŚĞƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐŽĨƚŚŝƐƌƟĐůĞ͘
ĂĐŚƉĂƌƚLJǁŝůůďĞƌĞƐƉŽŶƐŝďůĞĨŽƌĂŶLJďƌĞĂĐŚŽĨƚŚŝƐƐĞĐƟŽŶ ďLJĂŶLJŽĨƚŚĞŝƌƌĞƐƉĞĐƟǀĞ
sublicensees.
c) hƐĞ͖YƵĂůŝƚLJŽŶƚƌŽů͘
i) EĞŝƚŚĞƌƉĂƌƚLJŵĂLJĂůƚĞƌƚŚĞŽƚŚĞƌƉĂƌƚLJ͛ƐƚƌĂĚĞŵĂƌŬƐĨƌŽŵƚŚĞĨŽƌŵƉƌŽǀŝĚĞĚĂŶĚŵƵƐƚ
ĐŽŵƉůLJǁŝƚŚƌĞŵŽǀĂůƌĞƋƵĞƐƚƐĂƐƚŽƐƉĞĐŝĮĐƵƐĞƐŽĨŝƚƐƚƌĂĚĞŵĂƌŬƐŽƌůŽŐŽƐ.
ii) ĂĐŚƉĂƌƚLJĂŐƌĞĞƐƚŽƵƐĞ͕ĂŶĚƚŽĐĂƵƐĞŝƚƐWĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐƚŽƵƐĞ͕ƚŚĞŽƚŚĞƌƉĂƌƚLJ͛Ɛ
ƚƌĂĚĞŵĂƌŬƐŽŶůLJŝŶŐŽŽĚĨĂŝƚŚĂŶĚŝŶĂĚŝŐŶŝĮĞĚŵĂŶŶĞƌĐŽŶƐŝƐƚĞŶƚǁŝƚŚƐƵĐŚƉĂƌƚLJ͛ƐƵƐĞŽĨ
ƚŚĞƚƌĂĚĞŵĂƌŬƐ͘ĂĐŚƉĂƌƚLJŵĂLJŵĂŬĞǁƌŝƩĞŶŶŽƟĐĞƚŽƚŚĞŽƚŚĞƌƌĞŐĂƌĚŝŶg misuse under
ƚŚŝƐƐĞĐƟŽŶ͘dŚĞŽīĞŶĚŝŶŐƉĂƌƚLJǁŝůůŚĂǀĞϯϬĚĂLJƐŽĨƚŚĞĚĂƚĞŽĨƚŚĞǁƌŝƩĞŶŶŽƟĐĞƚŽĐƵƌĞ
ƚŚĞŝƐƐƵĞŽƌƚŚĞůŝĐĞŶƐĞͬƐƵďůŝĐĞŶƐĞǁŝůůďĞƚĞƌŵŝŶĂƚĞĚ͘
d) dĞƌŵŝŶĂƟŽŶ͘ hƉŽŶƚŚĞƚĞƌŵŝŶĂƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌĂŶLJƌĞĂƐŽŶ͕ĞĂĐŚƉĂƌƚLJ͕ŝŶĐůƵĚŝŶŐ
WĞƌŵŝƩĞĚ^ƵďůŝĐĞŶƐĞĞƐ͕ǁŝůůŚĂǀĞϯϬĚĂLJƐƚŽƌĞŵŽǀĞĂůůdƌĂĚĞŵĂƌŬƐĨƌŽŵƐŝŐŶĂŐĞ͕ǁĞďƐŝƚĞƐ͕ĂŶĚ
ƚŚĞůŝŬĞďĞĂƌŝŶŐƚŚĞŽƚŚĞƌƉĂƌƚLJ͛ƐŶĂŵĞŽƌůŽŐŽ;ĞdžĐĞƉƟŶŐ^ŽƵƌĐĞǁĞůů͛ƐƉƌĞ-printed ĐĂƚĂůŽŐŽĨ
ƐƵƉƉůŝĞƌƐǁŚŝĐŚŵĂLJďĞƵƐĞĚƵŶƟůƚŚĞŶĞdžƚƉƌŝŶƟŶŐͿ͘^ƵƉƉůŝĞƌŵƵƐƚƌĞƚƵƌŶĂůůŵĂƌŬĞƟŶŐĂŶĚ
ƉƌŽŵŽƟŽŶĂůŵĂƚĞƌŝĂůƐ͕ŝŶĐůƵĚŝŶŐƐŝŐŶĂŐĞ͕ƉƌŽǀŝĚĞĚďLJ^ŽƵƌĐĞǁĞůů͕ŽƌĚŝƐƉŽƐĞŽĨŝƚĂĐĐŽƌĚŝŶŐƚŽ
^ŽƵƌĐĞǁĞůů͛ƐǁƌŝƩĞŶĚŝƌĞĐƟŽŶƐ͘
20) sĞŶƵĞĂŶĚ'ŽǀĞƌŶŝŶŐůĂǁďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌKŶůLJ͘ dŚĞƐƵďƐƚĂŶƟǀĞĂŶĚƉƌŽĐĞĚƵƌĂů
ůĂǁƐŽĨƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂǁŝůůŐŽǀĞƌŶƚŚŝƐŐƌĞĞŵĞŶƚďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌ͘sĞŶƵĞ
091024-JCS
v052824 11
ĨŽƌĂůůůĞŐĂůƉƌŽĐĞĞĚŝŶŐƐĂƌŝƐŝŶŐŽƵƚŽĨƚŚŝƐŐƌĞĞŵĞŶƚďĞƚǁĞĞŶ^ŽƵƌĐĞǁĞůůĂŶĚ^ƵƉƉůŝĞƌǁŝůůďĞŝŶ
ĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝĐƟŽŶǁŝƚŚŝŶƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂ͘dŚŝƐƐĞĐƟŽŶĚŽĞƐŶŽƚĂƉƉůLJƚŽĂŶLJ
ĚŝƐƉƵƚĞďĞƚǁĞĞŶ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐŶƟƚLJ͘dŚŝƐŐƌĞĞŵĞŶƚƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚĨŽƌ^ƵƉƉůŝĞƌĂŶĚ
WĂƌƟĐŝƉĂƟŶŐŶƟƚLJƚŽŶĞŐŽƟĂƚĞƚŚŝƐƚĞƌŵƚŽǁŝƚŚŝŶĂŶLJƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐ.
21) ^ĞǀĞƌĂďŝůŝƚLJ͘ /ĨĂŶLJƉƌŽǀŝƐŝŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĨŽƵŶĚďLJĂĐŽƵƌƚŽĨĐŽŵƉĞƚĞŶƚũƵƌŝƐĚŝĐƟŽŶƚŽďĞ
ŝůůĞŐĂů͕ƵŶĞŶĨŽƌĐĞĂďůĞ͕ŽƌǀŽŝĚƚŚĞŶďŽƚŚƉĂƌƟĞƐǁŝůůďĞƌĞůŝĞǀĞĚĨƌŽŵĂůůŽďůŝŐĂƟŽŶƐĂƌŝƐŝŶŐĨƌŽŵƚŚĂƚ
ƉƌŽǀŝƐŝŽŶ͘/ĨƚŚĞƌĞŵĂŝŶĚĞƌŽĨƚŚŝƐŐƌĞĞŵĞŶƚŝƐĐĂƉĂďůĞŽĨďĞŝŶŐƉĞƌĨŽƌŵĞĚ͕ŝƚǁŝůůŶŽƚďĞĂīĞĐƚĞĚ
ďLJƐƵĐŚĚĞƚĞƌŵŝŶĂƟŽŶŽƌĮŶĚŝŶŐĂŶĚŵƵƐƚďĞĨƵůůLJƉĞƌĨŽƌŵĞĚ͘
22) /ŶƐƵƌĂŶĐĞŽǀĞƌĂŐĞ͘ At its own expense, Supplier must maintain valid insurance policy(ies) during
ƚŚĞƉĞƌĨŽƌŵĂŶĐĞŽĨƚŚŝƐŐƌĞĞŵĞŶƚǁŝƚŚŝŶƐƵƌĂŶĐĞĐŽŵƉĂŶLJ;ŝĞƐͿůŝĐĞŶƐĞĚŽƌĂƵƚŚŽƌŝnjĞĚƚŽĚŽ
ďƵƐŝŶĞƐƐŝŶƚŚĞ^ƚĂƚĞŽĨDŝŶŶĞƐŽƚĂŚĂǀŝŶŐĂŶ͞D^d͟ƌĂƟŶŐŽĨ- ŽƌďĞƩĞƌ͕ǁŝƚŚĐŽverage and
ůŝŵŝƚƐŽĨŝŶƐƵƌĂŶĐĞŶŽƚůĞƐƐƚŚĂŶƚŚĞĨŽůůŽǁŝŶŐ͗
a) ŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚLJ/ŶƐƵƌĂŶĐĞ͘ ^ƵƉƉůŝĞƌǁŝůůŵĂŝŶƚĂŝŶŝŶƐƵƌĂŶĐĞĐŽǀĞƌŝŶŐŝƚƐŽƉĞƌĂƟŽŶƐ͕
with coverage on an occurrence basis, and must be subject to terms no less broad than the
/ŶƐƵƌĂŶĐĞ^ĞƌǀŝĐĞƐKĸĐĞ;͞/^K͟ͿŽŵŵĞƌĐŝĂů'ĞŶĞƌĂů>ŝĂďŝůŝƚLJ&Žƌŵ'ϬϬϬϭ;ϮϬϬϭŽƌŶĞǁĞƌ
ĞĚŝƟŽŶͿ͕ŽƌĞƋƵŝǀĂůĞŶƚ͘ƚĂŵŝŶŝŵƵŵ͕ĐŽǀĞƌĂŐĞŵƵƐƚŝŶĐůƵĚĞůŝĂďŝůŝƚLJĂƌŝƐŝŶŐĨƌŽŵƉƌĞŵŝƐĞƐ͕
ŽƉĞƌĂƟŽŶƐ͕ďŽĚŝůLJŝŶũƵƌLJĂŶĚƉƌŽƉĞƌƚLJĚĂŵĂŐĞ͕ŝŶĚĞƉĞŶĚĞŶƚĐŽŶƚƌĂĐƚŽƌƐ͕ƉƌŽĚƵĐƚƐ-completed
ŽƉĞƌĂƟŽŶƐŝŶĐůƵĚŝŶŐĐŽŶƐƚƌƵĐƟŽŶĚĞĨĞĐƚ͕ĐŽŶƚƌĂĐƚƵĂůůŝĂďŝůŝƚLJ͕ďůĂŶŬĞƚĐŽŶƚƌĂĐƚƵĂůůŝĂďŝůŝƚLJ͕ĂŶĚ
ƉĞƌƐŽŶĂůŝŶũƵƌLJĂŶĚĂĚǀĞƌƟƐŝŶŐŝŶũƵƌLJ͘ůůƌĞƋƵŝƌĞĚůŝŵŝƚƐ͕ƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐŽĨĐŽǀĞƌĂŐĞŵƵƐƚ
ďĞŵĂŝŶƚĂŝŶĞĚĚƵƌŝŶŐƚŚĞƚĞƌŵŽĨƚŚŝƐAgreement.
x Ψϭ͕ϱϬϬ͕ϬϬϬĞĂĐŚŽĐĐƵƌƌĞŶĐĞŽĚŝůLJ/ŶũƵƌLJĂŶĚWƌŽƉĞƌƚLJĂŵĂŐĞ
x Ψϭ͕ϱϬϬ͕ϬϬϬWĞƌƐŽŶĂůĂŶĚĚǀĞƌƟƐŝŶŐ/ŶũƵƌLJ
x ΨϮ͕ϬϬϬ͕ϬϬϬĂŐŐƌĞŐĂƚĞĨŽƌƉƌŽĚƵĐƚƐůŝĂďŝůŝƚLJ-ĐŽŵƉůĞƚĞĚŽƉĞƌĂƟŽŶƐ
b) ĞƌƟĮĐĂƚĞƐŽĨ/ŶƐƵƌĂŶĐĞ͘ WƌŝŽƌƚŽĞdžĞĐƵƟŽŶŽĨƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌŵƵƐƚĨƵƌŶŝƐŚƚŽ
^ŽƵƌĐĞǁĞůůĂĐĞƌƟĮĐĂƚĞŽĨŝŶƐƵƌĂŶĐĞ͕ĂƐĞǀŝĚĞŶĐĞŽĨƚŚĞŝŶƐƵƌĂŶĐĞƌĞƋƵŝƌĞĚƵŶĚĞƌƚŚŝƐ
ŐƌĞĞŵĞŶƚ͘WƌŝŽƌƚŽĞdžƉŝƌĂƟŽŶŽĨƚŚĞƉŽůŝĐLJ;ŝĞƐͿ͕ƌĞŶĞǁĂůĐĞƌƟĮĐĂƚĞƐŵƵƐƚďĞŵĂŝůĞĚƚŽ
Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or provided to in an
ĂůƚĞƌŶĂƟǀĞŵĂŶŶĞƌĂƐĚŝƌĞĐƚĞĚďLJ^ŽƵƌĐĞǁĞůů͘dŚĞĐĞƌƟĮĐĂƚĞƐŵƵƐƚďĞƐŝŐŶĞĚďLJĂƉĞƌƐŽŶ
ĂƵƚŚŽƌŝnjĞĚďLJƚŚĞŝŶƐƵƌĞƌ;ƐͿƚŽďŝŶĚĐŽǀĞƌĂŐĞŽŶƚŚĞŝƌďĞŚĂůĨ͘&ĂŝůƵƌĞŽĨ^ƵƉƉůŝĞƌƚŽŵĂintain the
ƌĞƋƵŝƌĞĚŝŶƐƵƌĂŶĐĞĂŶĚĚŽĐƵŵĞŶƚĂƟŽŶŵĂLJĐŽŶƐƟƚƵƚĞĂŵĂƚĞƌŝĂůďƌĞĂĐŚ͘
c) ĚĚŝƟŽŶĂů/ŶƐƵƌĞĚŶĚŽƌƐĞŵĞŶƚĂŶĚWƌŝŵĂƌLJĂŶĚEŽŶ-ĐŽŶƚƌŝďƵƚŽƌLJ/ŶƐƵƌĂŶĐĞůĂƵƐĞ͘ Supplier
ĂŐƌĞĞƐƚŽůŝƐƚ^ŽƵƌĐĞǁĞůů͕ŝŶĐůƵĚŝŶŐŝƚƐŽĸĐĞƌƐ͕ĂŐĞŶƚƐ͕ĂŶĚĞŵƉůŽLJĞĞƐ͕ĂƐĂŶĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚ
ƚŚƌŽƵŐŚďůĂŶŬĞƚĞŶĚŽƌƐĞŵĞŶƚĂƐĞǀŝĚĞŶĐĞĚŽŶƚŚĞĞƌƟĮĐĂƚĞŽĨ/ŶƐƵƌĂŶĐĞƵŶĚĞƌƚŚĞ^ƵƉƉůŝĞƌ͛Ɛ
ĐŽŵŵĞƌĐŝĂůŐĞŶĞƌĂůůŝĂďŝůŝƚLJŝŶƐƵƌĂŶĐĞƉŽůŝĐLJǁŝƚŚƌĞƐƉĞĐƚƚŽůŝĂďŝůŝƚLJĂƌŝƐŝŶŐŽƵƚŽĨĂĐƟǀŝƟĞƐ͕
͞ŽƉĞƌĂƟŽŶƐ͕͟Žƌ͞ǁŽƌŬ͟ƉĞƌĨŽƌŵĞĚďLJŽƌŽŶďĞŚĂůĨŽĨ^ƵƉƉůŝĞƌ͕ĂŶĚƉƌŽĚƵĐƚƐĂŶĚĐŽŵƉůĞƚĞĚ
ŽƉĞƌĂƟŽŶƐŽĨ^ƵƉƉůŝĞƌ͘dŚĞƉŽůŝĐLJƉƌŽǀŝƐŝŽŶ;ƐͿŽƌĞŶĚŽƌƐĞŵĞŶƚ;ƐͿŵƵƐƚĨƵƌƚŚĞƌƉƌŽǀŝĚĞƚŚĂƚ
coverage is primary and not excess over or contributory with any other valid, applicable, and
ĐŽůůĞĐƟďůĞŝŶƐƵƌĂŶĐĞŽƌƐĞůĨ-ŝŶƐƵƌĂŶĐĞŝŶĨŽƌĐĞĨŽƌƚŚĞĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚƐ͘
d) tĂŝǀĞƌŽĨ^ƵďƌŽŐĂƟŽŶ͘ ^ƵƉƉůŝĞƌǁĂŝǀĞƐĂŶĚŵƵƐƚƌĞƋƵŝƌĞ;ďLJĞŶĚŽƌƐĞŵĞŶƚŽƌŽƚŚĞƌǁŝƐĞͿĂůůŝƚƐ
ŝŶƐƵƌĞƌƐƚŽǁĂŝǀĞƐƵďƌŽŐĂƟŽŶƌŝŐŚƚƐĂŐĂŝŶƐƚ^ŽƵƌĐĞǁĞůůĂŶĚŽƚŚĞƌĂĚĚŝƟŽŶĂůŝŶƐƵƌĞĚƐĨŽƌůŽƐƐĞƐ
paid under the ďůĂŶŬĞƚĞŶĚŽƌƐĞŵĞŶƚ ƌĞƋƵŝƌĞĚďLJƚŚŝƐŐƌĞĞŵĞŶƚŽƌŽƚŚĞƌŝŶƐƵƌĂŶĐĞĂƉƉůŝĐĂďůĞ
091024-JCS
v052824 12
ƚŽƚŚĞ^ƵƉƉůŝĞƌŽƌŝƚƐƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘tŚĞƌĞƉĞƌŵŝƩĞĚďLJůĂǁ͕^ƵƉƉůŝĞƌŵƵƐƚƌĞƋƵŝƌĞƐŝŵŝůĂƌ
ǁƌŝƩĞŶĞdžƉƌĞƐƐǁĂŝǀĞƌƐŽĨƐƵďƌŽŐĂƟŽŶĂŶĚŝŶƐƵƌĂŶĐĞĐůĂƵƐĞƐĨƌŽŵĞĂĐŚŽĨŝƚƐƐƵďĐŽŶƚƌĂĐƚŽƌƐ͘
e) hŵďƌĞůůĂͬdžĐĞƐƐ>ŝĂďŝůŝƚLJͬ^>&-/E^hZZdEd/KE͘ dŚĞůŝŵŝƚƐƌĞƋƵŝƌĞĚďLJƚŚŝƐAgreement can
ďĞŵĞƚďLJĞŝƚŚĞƌƉƌŽǀŝĚŝŶŐĂƉƌŝŵĂƌLJƉŽůŝĐLJŽƌŝŶĐŽŵďŝŶĂƟŽŶǁŝƚŚƵŵďƌĞůůĂͬĞdžĐĞƐƐůŝĂďŝůŝƚLJ
ƉŽůŝĐLJ;ŝĞƐͿ͕ŽƌƐĞůĨ-ŝŶƐƵƌĞĚƌĞƚĞŶƟŽŶ͘
ϮϯͿ dĞƌŵŝŶĂƟŽŶĨŽƌŽŶǀĞŶŝĞŶĐĞ͘ Sourcewell or Supplier may terminate this Agreement upon 60
ĐĂůĞŶĚĂƌĚĂLJƐΖǁƌŝƩĞŶŶŽƟĐĞƚŽƚŚĞŽƚŚĞƌWĂƌƚLJ͘dĞƌŵŝŶĂƟŽŶƉƵƌƐƵĂŶƚƚŽƚŚŝƐƐĞĐƟŽŶǁŝůůŶŽƚƌĞůŝĞǀĞ
ƚŚĞ^ƵƉƉůŝĞƌ͛ƐŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌany ƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚǁŝƚŚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƟĞƐƚŚƌŽƵŐŚƚŚĞĚĂƚĞŽĨƚĞƌŵŝŶĂƟŽŶ͕ŝŶĐůƵĚŝŶŐƌĞƉŽƌƟŶŐĂŶĚƉĂLJŵĞŶƚŽĨĂƉƉůŝĐĂďůĞ
ĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͘
24) dĞƌŵŝŶĂƟŽŶĨŽƌĂƵƐĞ͘ ^ŽƵƌĐĞǁĞůůŵĂLJƚĞƌŵŝŶĂƚĞƚŚŝƐŐƌĞĞŵĞŶƚƵƉŽŶƉƌŽǀŝĚŝŶŐǁƌŝƩĞŶŶŽƟĐĞŽĨ
ŵĂƚĞƌŝĂůďƌĞĂĐŚƚŽ^ƵƉƉůŝĞƌ͘EŽƟĐĞŵƵƐƚĚĞƐĐƌŝďĞƚŚĞďƌĞĂĐŚŝŶƌĞĂƐŽŶĂďůĞĚĞƚĂŝůĂŶĚƐƚĂƚĞƚŚĞ
ŝŶƚĞŶƚƚŽƚĞƌŵŝŶĂƚĞƚŚĞŐƌĞĞŵĞŶƚ͘hƉŽŶƌĞĐĞŝƉƚŽĨEŽƟĐĞ͕ƚŚĞ^ƵƉƉůŝĞƌǁŝůůŚĂǀĞϯϬĐalendar days
ŝŶǁŚŝĐŚŝƚŵƵƐƚĐƵƌĞƚŚĞďƌĞĂĐŚ͘dĞƌŵŝŶĂƟŽŶƉƵƌƐƵĂŶƚƚŽƚŚŝƐƐĞĐƟŽŶǁŝůůŶŽƚƌĞůŝĞǀĞƚŚĞ^ƵƉƉůŝĞƌ͛Ɛ
ŽďůŝŐĂƟŽŶƐƵŶĚĞƌƚŚŝƐŐƌĞĞŵĞŶƚĨŽƌany ƚƌĂŶƐĂĐƟŽŶƐĞŶƚĞƌĞĚǁŝƚŚWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐƚŚƌŽƵŐŚƚŚĞ
ĚĂƚĞŽĨƚĞƌŵŝŶĂƟŽŶ͕ŝŶĐůƵĚŝŶŐƌĞƉŽƌƟŶŐĂŶĚƉĂLJŵĞŶƚŽĨĂƉƉůŝĐĂďůĞĚŵŝŶŝƐƚƌĂƟǀĞ&ĞĞƐ͘
ƌƟĐůĞϯ͗
^ƵƉƉůŝĞƌKďůŝŐĂƟŽŶƐƚŽWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐ
dŚĞdĞƌŵƐŝŶƚŚŝƐƌƟĐůĞϯƌĞůĂƚĞƐƉĞĐŝĮĐĂůůLJƚŽ^ƵƉƉůŝĞƌĂŶĚĂWĂƌƟĐŝƉĂƟŶŐŶƟƚLJǁŚĞŶĞŶƚĞƌŝŶŐ
ƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐƚŚĞ'ĞŶĞƌĂůdĞƌŵƐĞƐƚĂďůŝƐŚĞĚŝŶƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ͘ƌƟĐůĞϭ'ĞŶĞƌĂůdĞƌŵƐ
ĐŽŶƚƌŽůŽǀĞƌĂŶLJĐŽŶŇŝĐƚǁŝƚŚƚŚŝƐƌƟĐůĞ ϯ͘tŚĞƌĞƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚŝƐƐŝůĞŶƚŽŶĂŶLJƐƵďũĞĐƚ͕
WĂƌƟĐŝƉĂƟŶŐŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌƌĞƚĂŝŶƚŚĞĂďŝůŝƚLJƚŽŶĞŐŽƟĂƚĞŵƵƚƵĂůůLJĂĐĐĞƉƚĂďůĞƚĞƌŵƐ.
1) YƵŽƚĞƐƚŽWĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐ͘ ^ƵƉƉůŝĞƌƐĂƌĞĞŶĐŽƵƌĂŐĞĚƚŽƉƌŽǀŝĚĞĂůůƉƌŝĐŝŶŐŝŶĨŽƌŵĂƟŽŶ
ƌĞŐĂƌĚŝŶŐƚŚĞƚŽƚĂůĐŽƐƚŽĨĂĐƋƵŝƐŝƟŽŶǁŚĞŶƋƵŽƟŶŐƚŽĂWĂƌƟĐŝƉĂƟŶŐŶƟƚLJ͘^ƵƉƉůŝĞƌƐĂŶĚ
WĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐĂƌĞĞŶĐŽƵƌĂŐĞĚƚŽŝŶĐůƵĚĞĂůůĐŽƐƚƐƉĞĐŝĮĐĂůůLJĂƐƐŽĐŝĂƚĞĚǁŝƚŚŽƌŝŶĐůƵĚĞĚǁŝthin
ƚŚĞ^ƵƉƉůŝĞƌƐƉƌŽƉŽƐĂůĂŶĚ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ ǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐ.
2) ^ŚŝƉƉŝŶŐ͕ĞůŝǀĞƌLJ͕ĐĐĞƉƚĂŶĐĞ͕ZĞũĞĐƟŽŶ͕ĂŶĚtĂƌƌĂŶƚLJ͘ ^ƵƉƉůŝĞƌ͛ƐƉƌŽƉŽƐĂůŵĂLJŝŶĐůƵĚĞƉƌŽƉŽƐĞĚ
ƚĞƌŵƐƌĞůĂƟŶŐƚŽƐŚŝƉƉŝŶŐ͕ĚĞůŝǀĞƌLJ͕ŝŶƐƉĞĐƟŽŶ͕ĂŶĚĂĐĐĞƉƚĂŶĐĞͬƌĞũĞĐƟŽŶ and other relevant terms
ŽĨƚĞŶĚĞƌĞĚ^ŽůƵƟŽŶƐ͘^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐŶƟƚLJŵĂLJŶĞŐŽƟĂƚĞĮŶĂůƚĞƌŵƐĂƉƉƌŽƉƌŝĂƚĞĨŽƌƚŚĞ
ƐƉĞĐŝĮĐƚƌĂŶƐĂĐƟŽŶƌĞůĂƟŶŐƚŽnon-ĂƉƉƌŽƉƌŝĂƟŽŶ͕ƐŚŝƉƉŝŶŐ͕ĚĞůŝǀĞƌLJ͕ŝŶƐƉĞĐƟŽŶ͕
ĂĐĐĞƉƚĂŶĐĞͬƌĞũĞĐƟŽŶŽĨƚĞŶĚĞƌĞĚ ^ŽůƵƟŽŶƐ͕ĂŶĚǁĂƌƌĂŶƚLJĐŽǀĞƌĂŐĞĨŽƌ/ŶĐůƵĚĞĚ^ŽůƵƟŽŶƐ͘^ƵĐŚ
terms may include, but are not lŝŵŝƚĞĚƚŽ͕ĐŽƐƚƐ͕ƌŝƐŬŽĨůŽƐƐ͕ƉƌŽƉĞƌƉĂĐŬĂŐŝŶŐ͕ŝŶƐƉĞĐƟŽŶƌŝŐŚƚƐĂŶĚ
ƟŵĞůŝŶĞƐ͕ĂĐĐĞƉƚĂŶĐĞŽƌƌĞũĞĐƟŽŶƉƌŽĐĞĚƵƌĞƐ͕ĂŶĚƌĞŵĞĚŝĞƐĂƐŵƵƚƵĂůůLJĂŐƌĞĞĚŝŶĐůƵĚĞŶŽƟĐĞ
ƌĞƋƵŝƌĞŵĞŶƚƐ͕ƌĞƉůĂĐĞŵĞŶƚ͕ƌĞƚƵƌŶŽƌĞdžĐŚĂŶŐĞƉƌŽĐĞĚƵƌĞƐ͕ĂŶĚĂƐƐŽĐŝĂƚĞĚĐŽƐƚƐ͘
ϯͿ ƉƉůŝĐĂďůĞdĂdžĞƐ͘ WĂƌƟĐŝƉĂƟŶŐŶƟƚLJŝƐƌĞƐƉŽŶƐŝďůĞĨŽƌŶŽƟĨLJŝŶŐƐƵƉƉůŝĞƌŽĨŝƚƐƚĂdž-exempt status and
ĨŽƌƉƌŽǀŝĚŝŶŐ^ƵƉƉůŝĞƌǁŝƚŚĂŶLJǀĂůŝĚƚĂdž-ĞdžĞŵƉƟŽŶĐĞƌƟĮĐĂƟŽŶ;ƐͿŽƌƌĞůĂƚĞĚĚŽĐƵŵĞŶƚĂƟŽŶ͘
4) KƌĚĞƌŝŶŐWƌŽĐĞƐƐĂŶĚWĂLJŵĞŶƚ͘ ^ƵƉƉůŝĞƌ͛ƐŽƌĚĞƌŝŶŐƉƌŽĐĞƐƐĂŶĚĂĐĐĞƉƚĂďůĞĨŽƌŵƐŽĨƉĂLJŵĞŶƚĂƌĞ
ŝŶĐůƵĚĞĚǁŝƚŚŝŶŝƚƐWƌŽƉŽƐĂů͘WĂƌƟĐŝƉĂƟŶŐŶƟƟĞƐǁŝůůďĞƐŽůĞůLJƌĞƐƉŽŶƐŝďůĞĨŽƌƉĂLJŵĞŶƚƚŽ^ƵƉƉůŝĞƌ
ĂŶĚ^ŽƵƌĐĞǁĞůůǁŝůůŚĂǀĞŶŽůŝĂďŝůŝƚLJĨŽƌĂŶLJƵŶƉĂŝĚŝŶǀŽŝĐĞŽĨĂŶLJWĂƌƟĐŝƉĂƟŶŐŶƟƚy.
091024-JCS
v052824 13
5) dƌĂŶƐĂĐƟŽŶŽĐƵŵĞŶƚƐ͘ WĂƌƟĐŝƉĂƟŶŐŶƟƚLJŵĂLJƌĞƋƵŝƌĞƚŚĞƵƐĞŽĨŝƚƐŽǁŶĨŽƌŵƐƚŽĐŽŵƉůĞƚĞ
ƚƌĂŶƐĂĐƟŽŶƐĚŝƌĞĐƚůLJǁŝƚŚ^ƵƉƉůŝĞƌƵƟůŝnjŝŶŐƚŚĞƚĞƌŵƐĞƐƚĂďůŝƐŚĞĚŝŶƚŚŝƐŐƌĞĞŵĞŶƚ͘^ƵƉƉůŝĞƌ͛Ɛ
ƐƚĂŶĚĂƌĚĨŽƌŵĂŐƌĞĞŵĞŶƚƐŵĂLJďĞŽīĞƌĞĚĂƐƉĂƌƚŽĨŝƚƐWƌŽƉŽƐĂů͘^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐŶƟƚLJ
ŵĂLJĐŽŵƉůĞƚĞĂŶĚĚŽĐƵŵĞŶƚƚƌĂŶƐĂĐƟŽŶƐƵƟůŝnjŝŶŐĂŶLJƚLJƉĞŽĨƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐĂƐŵƵƚƵĂůůLJ
ĂŐƌĞĞĚ͘/ŶĂŶLJƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚĞŶƚĞƌĞĚƵƟůŝnjŝŶŐƚŚŝƐŐƌĞĞŵĞŶƚ͕^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJŵƵƐƚŝŶĐůƵĚĞƐƉĞĐŝĮĐƌĞĨĞƌĞŶĐĞƚŽƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚďLJŶƵŵďĞƌĂŶĚƚŽWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ͛ƐƵŶŝƋƵĞ^ŽƵƌĐĞǁĞůůaccount number.
6) ĚĚŝƟŽŶĂůdĞƌŵƐĂŶĚŽŶĚŝƟŽŶƐ WĞƌŵŝƩĞĚ͘ WĂƌƟĐŝƉĂƟŶŐŶƟƚLJĂŶĚ^ƵƉƉůŝĞƌŵĂLJŶĞŐŽƟĂƚĞĂŶĚ
ŝŶĐůƵĚĞĂĚĚŝƟŽŶĂůƚĞƌŵƐĂŶĚĐŽŶĚŝƟŽŶƐǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚĂƟŽŶĂƐŵƵƚƵĂůůLJĂŐƌĞĞĚ͘^ƵĐŚ
terms may supplant or supersede this Master Agreement when necessary and as solely determined
ďLJWĂƌƟĐŝƉĂƟŶŐŶƟƚLJ͘^ŽƵƌĐĞǁĞůůŚĂƐĞdžƉƌĞƐƐůLJƌĞƐĞƌǀĞĚƚŚĞƌŝŐŚƚĨŽƌ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJƚŽĂĚĚƌĞƐƐĂŶLJŶĞĐĞƐƐĂƌLJƉƌŽǀŝƐŝŽŶƐǁŝƚŚŝŶƚƌĂŶƐĂĐƟŽŶĚŽĐƵŵĞŶƚƐŶŽƚĞdžƉƌĞƐƐůLJŝŶĐůƵĚĞĚ
within this Master Agreement, ŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽƚƌĂŶƐĂĐƟŽŶĐĂŶĐĞůůĂƟŽŶ͕ĚŝƐƉƵƚĞ
ƌĞƐŽůƵƟŽŶ͕ŐŽǀĞƌŶŝŶŐůĂǁĂŶĚǀĞŶƵĞ͕ŶŽŶ-ĂƉƉƌŽƉƌŝĂƟŽŶ͕ŝŶƐƵƌĂŶĐĞ͕ĚĞĨĞŶƐĞĂŶĚŝŶĚĞŵŶŝƚLJ͕ĨŽƌĐĞ
majeure, and other material terms as mutually agreed.
7) ^ƵďƐĞƋƵĞŶƚŐƌĞĞŵĞŶƚƐĂŶĚ^ƵƌǀŝǀĂů͘ ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐŶƟƚLJŵĂLJĞŶƚĞƌŝŶƚŽĂƐĞƉĂƌĂƚĞ
ĂŐƌĞĞŵĞŶƚƚŽĨĂĐŝůŝƚĂƚĞůŽŶŐ-ƚĞƌŵƉĞƌĨŽƌŵĂŶĐĞŽďůŝŐĂƟŽŶƐƵƟůŝnjŝŶŐƚŚĞƚĞƌŵƐŽĨƚŚŝƐDĂƐƚĞƌ
ŐƌĞĞŵĞŶƚĂƐŵƵƚƵĂůůLJĂŐƌĞĞĚ͘^ƵĐŚĂŐƌĞĞŵĞŶƚƐŵĂLJƉƌŽǀŝĚĞĨŽƌĂƉĞƌĨŽƌŵĂŶĐĞƉĞƌŝŽĚĞdžƚĞŶĚŝŶŐ
beyond thĞĨƵůůƚĞƌŵŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚ ĂƐĚĞƚĞƌŵŝŶĞĚŝŶƚŚĞĚŝƐĐƌĞƟŽŶŽĨWĂƌƟĐŝƉĂƟŶŐ
ŶƟƚLJ.
ϴͿ WĂƌƟĐŝƉĂƟŶŐĚĚĞŶĚƵŵƐ͘ ^ƵƉƉůŝĞƌĂŶĚWĂƌƟĐŝƉĂƟŶŐŶƟƚLJŵĂLJĞŶƚĞƌĂWĂƌƟĐŝƉĂƟŶŐĚĚĞŶĚƵŵŽƌ
ƐŝŵŝůĂƌĚŽĐƵŵĞŶƚĞdžƚĞŶĚŝŶŐĂŶĚƐƵƉƉůĞŵĞŶƟŶŐƚŚĞƚĞƌŵƐŽĨƚŚŝƐDĂƐƚĞƌŐƌĞĞŵĞŶƚƚŽĨĂĐŝůŝƚĂƚĞ
ĂĚŽƉƟŽŶĂƐŵĂLJďĞƌĞƋƵŝƌĞĚďLJĂWĂƌƟĐŝƉĂƟŶŐŶƟƚLJ͘
Sourcewell Textron E-Z Go LLC
LJ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ LJ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
:ĞƌĞŵLJ^ĐŚǁĂƌƚnj ZŽĐĐŽ^ŝĐĂ
dŝƚůĞ͗ŚŝĞĨWƌŽĐƵƌĞŵĞŶƚKĨĨŝĐĞƌ dŝƚůĞ͗General Counsel
ĂƚĞ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
ĂƚĞ͗ͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺͺ
5)38WLOLW\7UDQVSRUW*ROIDQG5HFUHDWLRQ9HKLFOHV
9HQGRU'HWDLOV
&RPSDQ\1DPH -DFREVHQ
'RHV\RXUFRPSDQ\FRQGXFW
EXVLQHVVXQGHUDQ\RWKHUQDPH",I
\HVSOHDVHVWDWH
7H[WURQ(=*2//&
$GGUHVV
0DUYLQ*ULIILQ5RDG
$XJXVWD*$
&RQWDFW 0RUJDQ$QQ%DNHU
(PDLO PEDNHU#WH[WURQFRP
3KRQH
+67
6XEPLVVLRQ'HWDLOV
&UHDWHG2Q 7XHVGD\6HSWHPEHU
6XEPLWWHG2Q 0RQGD\6HSWHPEHU
6XEPLWWHG%\ 5RFFR6LFD
(PDLO 769OHJDOGHSDUWPHQW#WH[WURQFRP
7UDQVDFWLRQGGHHDDFHDHFDGI
6XEPLWWHU
V,3$GGUHVV
Bid Number: RFP 091024 Vendor Name: Jacobsen
6SHFLILFDWLRQV
7DEOH3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV1RW6FRUHG
*HQHUDO,QVWUXFWLRQVDSSOLHVWRDOO7DEOHV6RXUFHZHOOSUHIHUVDEULHIEXWWKRURXJKUHVSRQVHWRHDFKTXHVWLRQ'RQRWPHUHO\DWWDFK
DGGLWLRQDOGRFXPHQWVWR\RXUUHVSRQVHZLWKRXWDOVRSURYLGLQJDVXEVWDQWLYHUHVSRQVH'RQRWOHDYHDQVZHUVEODQNUHVSRQG³1$´LIWKH
TXHVWLRQGRHVQRWDSSO\WR\RXSUHIHUDEO\ZLWKDQH[SODQDWLRQ
7DEOH6SHFLILF,QVWUXFWLRQV6RXUFHZHOOUHTXLUHVLGHQWLILFDWLRQRIDOOSDUWLHVUHVSRQVLEOHIRUSURYLGLQJ6ROXWLRQVXQGHUDUHVXOWLQJPDVWHU
DJUHHPHQWV5HVSRQVLEOH6XSSOLHU3URSRVHUVDUHVWURQJO\HQFRXUDJHGWRLQFOXGHDOOSRWHQWLDO5HVSRQVLEOH6XSSOLHUVLQFOXGLQJDQ\
FRUSRUDWHDIILOLDWHVVXEVLGLDULHV'%$DQGDQ\RWKHUDXWKRUL]HGHQWLWLHVZLWKLQDVLQJXODUSURSRVDO$OOLQIRUPDWLRQUHTXLUHGXQGHUWKLV
5)3PXVWEHLQFOXGHGIRUHDFK5HVSRQVLEOH6XSSOLHUDVLQVWUXFWHG3URSRVHUVZLWKPXOWLSOH5HVSRQVLEOH6XSSOLHURSWLRQVPD\FKRRVHWR
UHVSRQGLQGLYLGXDOO\DVGLVWLQFWHQWLWLHVKRZHYHUHDFKUHVSRQVHZLOOEHHYDOXDWHGLQGLYLGXDOO\DQGRQO\WKRVHSURSRVDOVUHFRPPHQGHGIRU
DZDUGPD\UHVXOWLQDPDVWHUDJUHHPHQWDZDUG8QDZDUGHGHQWLWLHVZLOOQRWEHSHUPLWWHGWRODWHUEHDGGHGWRDQH[LVWLQJPDVWHU
DJUHHPHQWWKURXJKRSHUDWLRQRI3URSRVHU¶VFRUSRUDWHRUJDQL]DWLRQDIILOLDWLRQ
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
3URYLGHௐWKHௐOHJDOௐQDPHௐRIௐWKHௐ3URSRVHUௐ
DXWKRUL]HGௐWRௐVXEPLWௐWKLVௐ3URSRVDO
7H[WURQௐ(=*2ௐ//&
,QௐWKHௐHYHQWௐRIௐDZDUGௐLVௐWKLVௐHQWLW\ௐWKHௐ
5HVSRQVLEOHௐ6XSSOLHUௐWKDWௐZLOOௐH[HFXWHௐWKHௐ
PDVWHUௐDJUHHPHQWௐZLWKௐ6RXUFHZHOO"ௐ<ௐRUௐ1
<
,GHQWLI\ௐDOOௐVXEVLGLDULHVௐ'%$ௐDXWKRUL]HGௐ
DIILOLDWHVௐDQGௐDQ\ௐRWKHUௐHQWLW\ௐWKDWௐZLOOௐEHௐ
UHVSRQVLEOHௐIRUௐRIIHULQJௐDQGௐSHUIRUPLQJௐGHOLYHU\ௐ
RIௐ6ROXWLRQVௐZLWKLQௐWKLVௐ3URSRVDOௐLHௐ
5HVSRQVLEOHௐ6XSSOLHUVௐWKDWௐZLOOௐH[HFXWHௐDௐ
PDVWHUௐDJUHHPHQWௐZLWKௐ6RXUFHZHOO
7H[WURQௐ(=*2ௐ//&ௐKDVௐQRௐVXEVLGLDULHVௐ'%$VௐDXWKRUL]HGௐDIILOLDWHVௐRUௐDQ\ௐRWKHUௐ
HQWLWLHVௐUHVSRQVLEOHௐIRUௐRIIHULQJௐDQGௐSHUIRUPLQJௐGHOLYHU\ௐRIௐ6ROXWLRQVௐZLWKLQௐWKHௐ
3URSRVDO
3URYLGHௐ\RXUௐ&$*(ௐFRGHௐRUௐ8QLTXHௐ(QWLW\ௐ
,GHQWLILHUௐ6$0
7H[WURQௐ,QF¶Vௐ8QLTXHௐ(QWLW\ௐ,GHQWLILHUௐ8(,ௐLVௐ0(88;6
3URYLGHௐ\RXUௐ1$,&6ௐFRGHௐDSSOLFDEOHௐWRௐ
6ROXWLRQVௐSURSRVHG
3URSRVHUௐ3K\VLFDOௐ$GGUHVV ௐ0DUYLQௐ*ULIILQௐ5RDGௐ$XJXVWDௐ*$ௐ
3URSRVHUௐZHEVLWHௐDGGUHVVௐRUௐDGGUHVVHV ௐKWWSVZZZH]JRWV[WVYFRP
ௐKWWSVFXVKPDQW[WVYFRP
3URSRVHU
Vௐ$XWKRUL]HGௐ5HSUHVHQWDWLYHௐQDPHௐ
WLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQHௐ7KHௐ
UHSUHVHQWDWLYHௐPXVWௐKDYHௐDXWKRULW\ௐWRௐVLJQௐ
WKHௐ³3URSRVHU¶Vௐ$VVXUDQFHௐRIௐ&RPSOLDQFH´ௐRQௐ
EHKDOIௐRIௐWKHௐ3URSRVHU
5RFFRௐ6LFD
*HQHUDOௐ&RXQVHOௐ
ௐ0DUYLQௐ*ULIILQௐ5RDGௐ$XJXVWDௐ*$ௐ
UVLFD#WH[WURQFRP
ௐௐௐௐ
3URSRVHU
VௐSULPDU\ௐFRQWDFWௐIRUௐWKLVௐSURSRVDOௐ
QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH
0RUJDQ$QQௐ%DNHU
6Uௐ*RYHUQPHQWௐ6DOHVௐ0DQDJHUௐ
ௐ0DUYLQௐ*ULIILQௐ5RDGௐ$XJXVWDௐ*$ௐ
PEDNHU#WH[WURQFRP
3URSRVHU
VௐRWKHUௐFRQWDFWVௐIRUௐWKLVௐSURSRVDOௐLIௐ
DQ\ௐQDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐ
SKRQH
9LFWRULDௐ)HUUHLUDௐ
&XVWRPHUௐ([SHULHQFHௐ0DQDJHUௐ6Uௐ
ௐ0DUYLQௐ*ULIILQௐ5RDGௐ$XJXVWDௐ*$ௐ
YIHUUHLUD#WH[WURQFRP
7DEOH$)LQDQFLDO9LDELOLW\DQG0DUNHWSODFH6XFFHVV3RLQWV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
Bid Number: RFP 091024 Vendor Name: Jacobsen
3URYLGHௐDௐEULHIௐKLVWRU\ௐRIௐ\RXUௐFRPSDQ\ௐ
LQFOXGLQJௐ\RXUௐFRPSDQ\¶VௐFRUHௐYDOXHVௐ
EXVLQHVVௐSKLORVRSK\ௐDQGௐLQGXVWU\ௐORQJHYLW\ௐ
UHODWHGௐWRௐWKHௐUHTXHVWHGௐ6ROXWLRQV
'XULQJௐDௐKRWௐVXPPHUௐLQௐௐLQௐDௐFUDPSHGௐRQHURRPௐPDFKLQHௐVKRSௐLQௐ$XJXVWDௐ
*HRUJLDௐ(ௐ=ௐ*2ௐZDVௐERUQௐ7ZRௐEURWKHUVௐVWDUWHGௐZLWKௐDௐVLPSOHௐEHOLHIௐWKDWௐWKH\ௐ
FRXOGௐEXLOGௐDௐEHWWHUௐJROIௐFDUௐ²ௐRQHௐWKDWௐPHHWVௐWKHௐQHHGVௐRIௐWKHௐFXVWRPHUௐEHWWHUௐ
WKDQௐDQ\ௐRWKHUௐYHKLFOHௐRQௐWKHௐPDUNHW
)URPௐWKRVHௐKXPEOHௐEHJLQQLQJVௐ(ௐ=ௐ*2ௐKDVௐEHFRPHௐDௐZRUOGௐOHDGHUௐLQௐWUDQVSRUWDWLRQௐ
DQGௐDௐOHDGLQJௐJOREDOௐPDQXIDFWXUHUௐRIௐJROIௐFDUVௐXWLOLW\ௐYHKLFOHVௐDQGௐSHUVRQDOௐ
WUDQVSRUWDWLRQௐYHKLFOHVௐ)URPௐRXUௐKHDGTXDUWHUVௐLQௐ$XJXVWDௐZHௐEXLOGௐWHQVௐRIௐWKRXVDQGVௐ
RIௐYHKLFOHVௐHDFKௐ\HDUௐPDQ\ௐRIௐZKLFKௐIHDWXUHௐJDPHFKDQJLQJௐWHFKQRORJ\ௐDQGௐ
LQQRYDWLRQVௐWRௐLPSURYHௐYHKLFOHௐHIILFLHQF\ௐDQGௐHQKDQFHௐWKHௐXVHUௐH[SHULHQFHௐOLNHௐQRௐ
RWKHUௐYHKLFOHௐFDQௐ$OOௐEXWௐRQHௐH[DPSOHௐRXUௐH[FOXVLYHௐ$&ௐ'ULYHௐIRXQGௐLQௐWKHௐ(ௐ=ௐ*2ௐ
5;9ௐJROIFDUWௐSODWIRUPௐXVHVௐDQௐDOWHUQDWLQJFXUUHQWௐPRWRUௐDQGௐHOHFWULFDOௐSRZHUWUDLQௐWRௐ
GHOLYHUௐXQSDUDOOHOHGௐKLOOFOLPELQJௐSRZHUௐDQGௐYHKLFOHௐSHUIRUPDQFHௐZLWKௐXQPDWFKHGௐ
HQHUJ\ௐHIILFLHQF\ௐZLWKௐLQGXVWU\OHDGLQJௐIHDWXUHVௐOLNHௐDௐSDUNLQJௐEUDNHௐWKDWௐDXWRPDWLFDOO\ௐ
HQJDJHVௐZKHQHYHUௐWKHௐYHKLFOHௐVWRSV
(=*2ௐLVௐDOVRௐZHOOௐNQRZQௐIRUௐLWVௐEXVLQHVVௐDQGௐRSHUDWLRQDOௐH[FHOOHQFHௐ,Qௐௐ(=
*2ௐUHFHLYHGௐWKHௐFRYHWHGௐ6KLQJRௐ3UL]HௐIRUௐ2SHUDWLRQDOௐ([FHOOHQFHௐ7KDWௐVDPHௐ\HDUௐ
WKHௐFRPSDQ\
Vௐ$XJXVWDௐIDFLOLW\ௐZDVௐQDPHGௐRQHௐRIௐ,QGXVWU\ௐ:HHNௐPDJD]LQH
VௐWRSௐௐ
PDQXIDFWXULQJௐSODQWVௐLQௐ1RUWKௐ$PHULFDௐ7KHௐFRPSDQ\
VௐIDFLOLWLHVௐIROORZௐ,62ௐௐ
VWDQGDUGV
6LQFHௐௐ(ௐ=ௐ*2ௐKDVௐEHHQௐSDUWௐRIௐ7H[WURQௐ,QFௐ1<6(ௐ7;7ௐDௐJOREDOௐPXOWL
LQGXVWU\ௐFRPSDQ\ௐKHDGTXDUWHUHGௐLQௐ3URYLGHQFHௐ5,ௐ$ௐ)RUWXQHௐௐFRPSDQ\ௐZLWKௐ
PRUHௐWKDQௐௐHPSOR\HHVௐZRUOGZLGHௐDQGௐRSHUDWLRQVௐLQௐௐFRXQWULHVௐ7H[WURQௐLVௐ
NQRZQௐIRUௐLWVௐSRZHUIXOௐEUDQGVௐLQFOXGLQJௐ(ௐ=ௐ*2ௐ&HVVQDௐ%HHFKFUDIWௐ+DZNHUௐ%HOOௐ
+HOLFRSWHUௐ-DFREVHQௐDQGௐ.DXWH[ௐDPRQJௐRWKHUV
7RGD\ௐ(ௐ=ௐ*2ௐYHKLFOHVௐDUHௐGHVLJQHGௐDQGௐPDQXIDFWXUHGௐE\ௐ7H[WURQௐ6SHFLDOL]HGௐ
9HKLFOHVௐDௐGLYLVLRQௐRIௐ7H[WURQௐ,QFௐWKDWௐDOVRௐPDQXIDFWXUHVௐFRPPHUFLDOௐDQGௐLQGXVWULDOௐ
XWLOLW\ௐYHKLFOHVௐUHFUHDWLRQDOௐVLGHE\VLGHௐ879VௐDQGௐJURXQGௐVXSSRUWௐHTXLSPHQWௐIRUௐWKHௐ
DYLDWLRQௐLQGXVWU\ௐ(ௐ=ௐ*2ௐVWDQGVௐDORQJVLGHௐLWVௐVLVWHUௐ7H[WURQௐ6SHFLDOL]HGௐ9HKLFOHVௐ
EUDQGVௐ²ௐ$UFWLFௐ&DWௐ-DFREVHQௐ&XVKPDQௐDQGௐ7H[WURQௐ*6(ௐ²ௐDVௐOHDGHUVௐLQௐ
WKHௐUHVSHFWLYHௐLQGXVWULHVௐWKH\ௐVHUYH
%XWௐPRUHௐWKDQௐௐ\HDUVௐDIWHUௐWKHௐILUVWௐ(ௐ=ௐ*2ௐYHKLFOHௐZDVௐEXLOWௐLQௐWKDWௐVZHOWHULQJௐ
RQHURRPௐVKRSௐWKHUHௐLVௐVWLOOௐWKDWௐVLQJOHௐEHOLHIௐ²ௐWKDWௐZHௐH[LVWௐWRௐEXLOGௐYHKLFOHVௐDQGௐ
VHUYLFHVௐWKDWௐH[FHHGௐWKHௐH[SHFWDWLRQVௐRIௐWKHௐFXVWRPHUௐEHWWHUௐWKDQௐDQ\ௐRWKHUௐRIIHULQJௐ
RQௐWKHௐPDUNHWௐ,WௐLVௐWKHௐGULYHௐWRௐVXVWDLQௐDQGௐLPSURYHௐWKDWௐSRVLWLRQௐ²ௐWRௐRIIHUௐDQௐ
XQSDUDOOHOHGௐFRPELQDWLRQௐRIௐZRUOGFODVVௐSURGXFWVௐDGYDQFHGௐWHFKQRORJ\ௐPDQXIDFWXULQJௐ
H[SHUWLVHௐDQGௐH[WUDRUGLQDU\ௐVHUYLFHௐ²ௐWKDWௐOHDGVௐ(ௐ=ௐ*2ௐWRௐFRYHUௐQHZௐJURXQG
2XUௐ0LVVLRQௐ:HௐDUHௐSDVVLRQDWHௐSHRSOHௐFUHDWLQJௐYHKLFOHVௐWKDWௐPDNHௐOLIHௐHDVLHUௐPRUHௐ
SURGXFWLYHௐDQGௐIXQௐ
2XUௐ9DOXHVௐ:Hௐ+DYHௐWKHௐ:LOOௐWRௐ:LQௐ:Hௐ:LQௐ:KHQௐ:Hௐ:RUNௐ7RJHWKHUௐ:Hௐ/LVWHQௐ
WRௐ'HFLGHௐ:HௐGRௐ:KDWௐ:Hௐ6D\ௐ:Hௐ$FWௐZLWKௐ&RQILGHQFHௐ
,QGXVWU\ௐ/RQJHYLW\ௐ(=*2ௐSODQVௐWRௐEHௐDௐ%ௐEXVLQHVVௐE\ௐௐ:HௐZLOOௐFRQWLQXHௐ
WRௐLQYHVWௐLQௐRXUௐLQQRYDWLYHௐSURGXFWVௐOLQHVௐZLWKௐQHZௐDQGௐH[FLWLQJௐSURGXFWௐODXQFKHV
:KDWௐDUHௐ\RXUௐFRPSDQ\¶VௐH[SHFWDWLRQVௐLQௐWKHௐ
HYHQWௐRIௐDQௐDZDUG"
,QௐWKHௐHYHQWௐRIௐDQௐDZDUGௐZHௐZLOOௐEHJLQௐLPSOHPHQWLQJௐDௐVWUDWHJLFௐSODQௐIRFXVHGௐRQௐ
6RXUFHZHOOௐ:HௐZLOOௐHQVXUHௐWKDWௐRXUௐGLVWULEXWRUௐDQGௐGHDOHUௐFKDQQHOௐVXSSRUWௐWKHௐDZDUGௐ
DQGௐKDYHௐDௐWKRURXJKௐXQGHUVWDQGLQJௐRIௐWKHௐFRQWUDFWௐGHWDLOVௐFRPSOLDQFHௐEHQFKPDUNVௐ
DQGௐUHYLHZVௐDQGௐSULFLQJௐSROLFLHVௐ
2XUௐSULPDU\ௐIRFXVௐLVௐRQௐLPSOHPHQWLQJௐEHVWௐSUDFWLFHVௐDQGௐZLOOௐXWLOL]HௐWKHௐ6RXUFHZHOOௐ
WHDPௐWRௐHQVXUHௐWKHVHௐEHQFKPDUNVௐDUHௐEHLQJௐPHW
'HPRQVWUDWHௐ\RXUௐILQDQFLDOௐVWUHQJWKௐDQGௐ
VWDELOLW\ௐZLWKௐPHDQLQJIXOௐGDWDௐ7KLVௐFRXOGௐ
LQFOXGHௐVXFKௐLWHPVௐDVௐILQDQFLDOௐVWDWHPHQWVௐ
6(&ௐILOLQJVௐFUHGLWௐDQGௐERQGௐUDWLQJVௐOHWWHUVௐ
RIௐFUHGLWௐDQGௐGHWDLOHGௐUHIHUHQFHௐOHWWHUVௐ
8SORDGௐVXSSRUWLQJௐGRFXPHQWVௐDVௐDSSOLFDEOHௐ
LQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVHௐ'2ௐ127ௐ3529,'(ௐ$1<ௐ7$;ௐ
,1)250$7,21ௐ25ௐ3(5621$//<ௐ
,'(17,),$%/(ௐ,1)250$7,21
:HௐKDYHௐXSORDGHGௐRXUௐௐ$QQXDOௐ5HSRUWௐLQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQ
Bid Number: RFP 091024 Vendor Name: Jacobsen
:KDWௐLVௐ\RXUௐ86ௐPDUNHWௐVKDUHௐIRUௐWKHௐ
VROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
:HௐVHOOௐWKURXJKௐWKUHHௐSULPDU\ௐFKDQQHOVௐ&RPPHUFLDO*RYHUQPHQWௐ&RQVXPHUௐDQGௐ*ROIௐ
2XUௐ&RPPHUFLDO*RYHUQPHQWௐFKDQQHOௐWKDWௐIRFXVHVௐRQௐSULYDWHௐHQWHUSULVHVௐSXEOLFௐ
HQWHUSULVHVௐDQGௐ)HGHUDO6WDWH/RFDOௐDJHQFLHVௐ:HௐDOVRௐVXSSRUWௐRXUௐ&RQVXPHUௐ
PDUNHWௐ7KHௐFXUUHQWௐPDUNHWௐVKDUHௐHVWLPDWHௐIRUௐWKHVHௐFDWHJRULHVௐLVௐaௐDOWKRXJKௐ
GXHௐWRௐPDUNHWௐGDWDௐWKDWௐLVௐDYDLODEOHௐZHௐDUHௐQRWௐDEOHௐWRௐSURYLGHௐDQௐH[DFWௐ
SHUFHQWDJHௐ
2XUௐ*ROIௐVHFWRUௐVXSSRUWVௐSULYDWHௐSXEOLFௐDQGௐPXQLFLSDOௐFRXUVHௐ7KHௐPDUNHWௐVKDUHௐIRUௐ
JROIௐLVௐௐ:HௐDUHௐWKHௐPDUNHWௐVKDUHௐOHDGHU
:KDWௐLVௐ\RXUௐ&DQDGLDQௐPDUNHWௐVKDUHௐIRUௐWKHௐ
VROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ"
2XUௐFXUUHQWௐ&DQDGLDQௐPDUNHWௐVKDUHௐGDWDௐLVௐOLPLWHGௐGXHௐWRௐWKHௐGDWDௐWKDWௐLVௐFXUUHQWO\ௐ
DYDLODEOHௐ+RZHYHUௐLQௐRXUௐJROIௐFKDQQHOௐZHௐRZQௐDQௐHVWLPDWHGௐௐRIௐWKHௐPDUNHWௐ
VKDUH
'LVFORVHௐDOOௐFXUUHQWௐDQGௐFRPSOHWHGௐEDQNUXSWF\ௐ
SURFHHGLQJVௐIRUௐ3URSRVHUௐDQGௐDQ\ௐLQFOXGHGௐ
SRVVLEOHௐ5HVSRQVLEOHௐ3DUW\ௐZLWKLQௐWKHௐSDVWௐ
VHYHQௐ\HDUVௐ3URSRVHUௐPXVWௐSURYLGHௐQRWLFHௐLQௐ
ZULWLQJௐWRௐ6RXUFHZHOOௐLIௐLWௐHQWHUVௐDௐEDQNUXSWF\ௐ
SURFHHGLQJௐDWௐDQ\ௐWLPHௐGXULQJௐWKHௐSHQGHQF\ௐ
RIௐWKLVௐ5)3ௐHYDOXDWLRQ
1RWௐ$SSOLFDEOH
+RZௐLVௐ\RXUௐRUJDQL]DWLRQௐEHVWௐGHVFULEHGௐLVௐLWௐ
DௐPDQXIDFWXUHUௐDௐGLVWULEXWRUGHDOHUUHVHOOHUௐRUௐ
DௐVHUYLFHௐSURYLGHU"ௐௐ$QVZHUௐWKHௐTXHVWLRQௐWKDWௐ
EHVWௐDSSOLHVௐWRௐ\RXUௐRUJDQL]DWLRQௐHLWKHUௐDௐRUௐ
E
Dௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐRUௐVLPLODUௐHQWLW\ௐ
SURYLGHௐ\RXUௐZULWWHQௐDXWKRUL]DWLRQௐWRௐDFWௐDVௐDௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐIRUௐWKHௐPDQXIDFWXUHUௐ
RIௐWKHௐSURGXFWVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ,Iௐ
DSSOLFDEOHௐLVௐ\RXUௐGHDOHUௐQHWZRUNௐ
LQGHSHQGHQWௐRUௐFRPSDQ\ௐRZQHG"
Eௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ
PDQXIDFWXUHUௐRUௐVHUYLFHௐSURYLGHUௐGHVFULEHௐ
\RXUௐUHODWLRQVKLSௐZLWKௐ\RXUௐVDOHVௐDQGௐVHUYLFHௐ
IRUFHௐDQGௐZLWKௐ\RXUௐGHDOHUௐQHWZRUNௐLQௐ
GHOLYHULQJௐWKHௐSURGXFWVௐDQGௐVHUYLFHVௐSURSRVHGௐ
LQௐWKLVௐ5)3ௐ$UHௐWKHVHௐLQGLYLGXDOVௐ\RXUௐ
HPSOR\HHVௐRUௐWKHௐHPSOR\HHVௐRIௐDௐWKLUGௐSDUW\"
:HௐZRXOGௐEHVWௐEHௐGHVFULEHGௐDVௐRSWLRQௐ%ௐ0DQXIDFWXUHUௐ:HௐDUHௐVXSSRUWHGௐE\ௐDQௐ
LQWHUQDOௐVDOHVௐWHDPௐRIௐௐLQGLYLGXDOVௐWKDWௐFRYHUௐRXUௐFRPPHUFLDOJRYHUQPHQWௐFRQVXPHUௐ
DQGௐGLUHFWௐJROIௐEXVLQHVV
:HௐKDYHௐDQௐDGGLWLRQDOௐௐGLVWULEXWRUVௐDQGௐௐGHDOHUVௐWKDWௐFRYHUௐWKHௐFRQWLQHQWDOௐ
8QLWHGௐ6WDWHVௐ+DZDLLௐDQGௐ&DQDGDௐ7KH\ௐKDYHௐDQௐDGGLWLRQDOௐௐRXWVLGHௐVDOHVௐ
UHSUHVHQWDWLYHVௐWKDWௐVXSSRUWௐWKHLUௐEXVLQHVVHVௐ
7KHVHௐGHDOHUVௐDQGௐGLVWULEXWRUVௐKDYHௐEHHQௐWUDLQHGௐRQௐ3XEOLFௐ6HFWRUௐDQGௐFRPSOLDQFHௐ
7KH\ௐKDYHௐFHUWLILHGௐWHFKQLFLDQVௐWKDWௐFRPSOHWHௐJROIௐFDUௐDQGௐXWLOLW\ௐVHUYLFHௐDQGௐZDUUDQW\ௐ
$GGLWLRQDOO\ௐWKHVHௐGHDOHUVௐDQGௐGLVWULEXWRUVௐVXSSRUWௐRXUௐVDOHVௐSURFHVVHVௐDQGௐZLOOௐWKHUHௐ
WRௐDVVLVWௐZLWKௐDQ\ௐ6RXUFHZHOOௐFXVWRPHUௐQHHGV
,IௐDSSOLFDEOHௐSURYLGHௐDௐGHWDLOHGௐH[SODQDWLRQௐ
RXWOLQLQJௐWKHௐOLFHQVHVௐDQGௐFHUWLILFDWLRQVௐWKDWௐ
DUHௐERWKௐUHTXLUHGௐWRௐEHௐKHOGௐDQGௐDFWXDOO\ௐ
KHOGௐE\ௐ\RXUௐRUJDQL]DWLRQௐLQFOXGLQJௐWKLUGௐ
SDUWLHVௐDQGௐVXEFRQWUDFWRUVௐWKDWௐ\RXௐXVHௐLQௐ
SXUVXLWௐRIௐWKHௐEXVLQHVVௐFRQWHPSODWHGௐE\ௐWKLVௐ
5)3
1RWௐ$SSOLFDEOH
'LVFORVHௐDOOௐFXUUHQWௐDQGௐSDVWௐGHEDUPHQWVௐRUௐ
VXVSHQVLRQVௐIRUௐ3URSRVHUௐDQGௐDQ\ௐLQFOXGHGௐ
SRVVLEOHௐ5HVSRQVLEOHௐ3DUW\ௐZLWKLQௐWKHௐSDVWௐ
VHYHQௐ\HDUVௐ3URSRVHUௐPXVWௐSURYLGHௐQRWLFHௐLQௐ
ZULWLQJௐWRௐ6RXUFHZHOOௐLIௐLWௐHQWHUVௐDௐGHEDUPHQWௐ
RUௐVXVSHQVLRQௐVWDWXVௐDQ\ௐWLPHௐGXULQJௐWKHௐ
SHQGHQF\ௐRIௐWKLVௐ5)3ௐHYDOXDWLRQ
1RWௐ$SSOLFDEOH
'HVFULEHௐDQ\ௐUHOHYDQWௐLQGXVWU\ௐDZDUGVௐRUௐ
UHFRJQLWLRQௐWKDWௐ\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐLQௐ
WKHௐSDVWௐILYHௐ\HDUV
7H[WURQௐ,QFௐ
ௐ5HFRJQL]HGௐE\ௐ)RUWXQHௐ0DJD]LQHV¶ௐ³:RUOG¶Vௐ$GPLUHGௐ&RPSDQLHV´ௐOLVWௐIRUௐ
ௐ5HFRJQL]HGௐ)RUEHV¶ௐDVௐ³:RUOG¶Vௐ%HVWௐ(PSOR\HUV´ௐIRUௐ
ௐ5HFRJQL]HGௐE\ௐ)RUEHVௐDVௐ³%HVWௐ(PSOR\HUVௐIRUௐ'LYHUVLW\ௐ
ௐ5HFRJQL]HGௐE\ௐ)RUEHV¶ௐDVௐ³$PHULFD¶Vௐ%HVWௐ(PSOR\HUVௐIRUௐ:RPHQ´ௐLQௐ
ௐ5HFRJQL]HGௐDVௐ1HZVZHHN¶Vௐ³$PHULFD¶Vௐ*UHDWHVWௐ:RUNSODFHV´ௐ³$PHULFD¶Vௐ*UHDWHVWௐ
:RUNSODFHVௐIRUௐ3DUHQWVௐDQGௐ)DPLOLHV´ௐDQGௐ³$PHULFD¶Vௐ0RVWௐ5HVSRQVLEOHௐ&RPSDQLHV´ௐ
ௐ+DQGVKDNHௐ(DUO\ௐ7DOHQWௐ5HZDUGVௐ
ௐ0DWFKௐௐ&DPSXVௐ)RUZDUGௐ$ZDUGV
ௐ+%&8ௐ7RSௐ6XSSRUWHU
:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
JRYHUQPHQWDOௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV"
:LWKௐWKHௐXWLOL]DWLRQௐRIௐFRRSHUDWLYHVௐVWDWHௐFRQWUDFWVௐDQGௐRXUௐIHGHUDOௐ*6$ௐ6FKHGXOHௐ
ZHௐKDYHௐEHHQௐDEOHௐWRௐJURZௐRXUௐJRYHUQPHQWௐVDOHVௐWRௐௐRIௐRXUௐRYHUDOOௐVDOHVௐYROXPHௐ
LQௐWKHௐSDVWௐWKUHHௐ\HDUVௐ2XUௐFRPPHUFLDOௐDQGௐJRYHUQPHQWௐVHFWRUௐDUHௐSURMHFWHGௐWRௐ
JURZௐRYHUௐWKHௐQH[WௐILYHௐ\HDUVௐZLWKௐIXUWKHUௐUHVRXUFHVௐEHLQJௐDOORFDWHGௐWRௐWKHௐEXVLQHVVௐ
VHFWRU
:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ
HGXFDWLRQௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV"
2XUௐHGXFDWLRQௐVHFWRUௐVDOHVௐKDYHௐEHHQௐOHVVௐWKDQௐRQHௐSHUFHQWௐRIௐRXUௐWRWDOௐVDOHVௐ
+RZHYHUௐRXUௐEXVLQHVVௐLVௐVWUDWHJLFDOO\ௐJURZLQJௐRXUௐSUHVHQFHௐLQௐWKHௐHGXFDWLRQௐVHFWRUௐ
RYHUௐWKHௐQH[Wௐ\HDUௐZLWKௐPRUHௐIRFXVHGௐDWWHQWLRQௐDQGௐUHVRXUFHV
Bid Number: RFP 091024 Vendor Name: Jacobsen
/LVWௐDOOௐVWDWHௐFRRSHUDWLYHௐSXUFKDVLQJௐ
DJUHHPHQWVௐWKDWௐ\RXௐKROGௐ:KDWௐLVௐWKHௐDQQXDOௐ
VDOHVௐYROXPHௐIRUௐHDFKௐRIௐWKHVHௐDJUHHPHQWௐ
RYHUௐWKHௐSDVWௐWKUHHௐ\HDUV"
ௐ6RXUFHZHOOௐa
ௐ%X\%RDUGௐa
ௐ201,$ௐaௐ
ௐ2NODKRPDௐ6WDWHௐa
ௐ/RXLVLDQDௐ6WDWHௐa
ௐ&0$6ௐa
ௐ$ODEDPDௐ6WDWHௐ
ௐ*HRUJLDௐ6WDWHௐa
ௐ)ORULGDௐ6WDWHௐa
ௐ(6&1-ௐa
/LVWௐDQ\ௐ*6$ௐFRQWUDFWVௐRUௐ6WDQGLQJௐ2IIHUVௐ
DQGௐ6XSSO\ௐ$UUDQJHPHQWVௐ626$ௐWKDWௐ\RXௐ
KROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐ
HDFKௐRIௐWKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ
\HDUV"
7H[WURQௐ,QFௐFXUUHQWO\ௐKROGVௐDௐ*6$ௐFRQWUDFWௐ*6)'$ௐ7KLVௐ*6$ௐFRQWUDFWௐKDVௐ
EHHQௐKHOGௐE\ௐ7H[WURQௐIRUௐRYHUௐWKLUW\ௐ\HDUVௐ,QௐWKHௐODVWௐWKUHHௐ\HDUVௐRXUௐVDOHVௐKDYHௐ
EHHQௐ
7DEOH%5HIHUHQFHV7HVWLPRQLDOV
/LQH,WHP6XSSO\UHIHUHQFHLQIRUPDWLRQIURPWKUHHFXVWRPHUVZKRDUHHOLJLEOHWREH6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHV
(QWLW\1DPH
&RQWDFW1DPH
3KRQH1XPEHU
5HHYHVௐ&RXQW\ௐ*ROIௐ&RXUVH (OL]DEHWKௐ7HUUD]DV ௐ
8QLYHUVLW\ௐRIௐ*HRUJLD -RKQௐ&UXPEOH\ ௐ
/RVௐ$QJHOHVௐ&RXQW\ௐRIௐ6DQLWDWLRQௐ'LVWULFW (GZDUGௐ*RPH] ௐ
7DEOH$ELOLW\WR6HOODQG'HOLYHU6ROXWLRQV3RLQWV
'HVFULEH\RXUFRPSDQ\¶VFDSDELOLW\WRPHHWWKHQHHGVRI6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHVDFURVVWKH86DQG&DQDGDDVDSSOLFDEOH<RXU
UHVSRQVHVKRXOGDGGUHVVLQGHWDLODWOHDVWWKHIROORZLQJDUHDVORFDWLRQVRI\RXUQHWZRUNRIVDOHVDQGVHUYLFHSURYLGHUVWKHQXPEHURI
ZRUNHUVIXOOWLPHHTXLYDOHQWVLQYROYHGLQHDFKVHFWRUZKHWKHUWKHVHZRUNHUVDUH\RXUGLUHFWHPSOR\HHVRUHPSOR\HHVRIDWKLUGSDUW\
DQGDQ\RYHUODSEHWZHHQWKHVDOHVDQGVHUYLFHIXQFWLRQV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
6DOHVௐIRUFH 2XUௐVDOHVௐWHDPௐLVௐPDGHௐXSௐRIௐௐIDFWRU\ௐVDOHVௐUHSUHVHQWDWLYHVௐIURPௐ(=*2ௐDQGௐ
&XVKPDQௐ:HௐKDYHௐDQௐDGGLWLRQDOௐௐGLVWULEXWRUௐDQGௐGHDOHUௐRXWVLGHௐVDOHVௐ
UHSUHVHQWDWLYHVௐZKRௐZRUNௐZLWKௐௐSDUWQHUVௐLQௐWKHௐQHWZRUNௐ
2XUௐIDFWRU\ௐDQGௐRXWVLGHௐVDOHVௐUHSUHVHQWDWLYHVௐKDYHௐEHHQௐWUDLQHGௐRQௐJRYHUQPHQWௐ
FRRSHUDWLYHVௐVWDWHௐFRQWUDFWVௐDQGௐRXUௐ*6$ௐIHGHUDOௐFRQWUDFWௐDQGௐXQGHUVWDQGௐFRPSOLDQFHௐ
DQGௐUHJXODWLRQVௐ
:HௐKDYHௐDௐ*RYHUQPHQWௐ6DOHVௐ0DQDJHUௐWKDWௐLVௐUHVSRQVLEOHௐIRUௐFRPSOHWLQJௐWKHVHௐ
WUDLQLQJVௐZLWKௐRXUௐIDFWRU\ௐDQGௐRXWVLGHௐVDOHVௐUHSUHVHQWDWLYHVௐ7KH\ௐDUHௐUHVSRQVLEOHௐIRUௐ
WKHௐFRPPXQLFDWLRQௐZLWKௐFRQWUDFWௐDGPLQLVWUDWRUVௐDQGௐHQVXUHௐUHSRUWLQJௐLVௐFRPSOHWHGௐ
:HௐKDYHௐDQௐDGGLWLRQDOௐLQWHUQDOௐUHSUHVHQWDWLYHௐWKDWௐFRPSOHWHVௐPRQWKO\ௐDQGௐTXDUWHUO\ௐ
VDOHVௐUHSRUWLQJௐRUGHUௐXSGDWHௐUHTXHVWVௐDQGௐRUGHUௐHVFDODWLRQV
'HVFULEHௐWKHௐQHWZRUNௐRIௐ$XWKRUL]HGௐ6HOOHUVௐ
ZKRௐZLOOௐGHOLYHUௐ6ROXWLRQVௐLQFOXGLQJௐGHDOHUVௐ
GLVWULEXWRUVௐUHVHOOHUVௐDQGௐRWKHUௐGLVWULEXWLRQௐ
PHWKRGV
:HௐKDYHௐDௐWRWDOௐRIௐௐGLVWULEXWRUVௐDQGௐௐGHDOHUௐLQௐWKHௐ8QLWHGௐ6WDWHVௐ+DZDLLௐDQGௐ
&DQDGDௐ
3HUௐRXUௐGHDOHUௐDJUHHPHQWVௐWKHVHௐSDUWQHUVௐDUHௐUHVSRQVLEOHௐIRUௐNHHSLQJௐVXIILFLHQWௐ
SURGXFWௐVWRFNௐVHUYLFHௐWUDLQLQJVௐDQGௐFRPSOHWLQJௐVHUYLFHZDUUDQW\ௐZRUNௐDQGௐKDYLQJௐDQௐ
RXWVLGHௐVDOHVௐUHSUHVHQWDWLYHௐ
2XUௐGLVWULEXWRUௐSDUWQHUVௐIXOO\ௐXQGHUVWDQGௐRXUௐSURGXFWVௐDQGௐZLOOௐEHௐDEOHௐWRௐDVVLVWௐ
6RXUFHZHOOௐFXVWRPHUVௐ
2XUௐGLVWULEXWRUௐDQGௐGHDOHUௐQHWZRUNௐFDQௐEHௐIRXQGௐLQௐWKHௐEHORZௐORFDWRUVௐ
KWWSVZZZFXVKPDQW[WVYFRPFRPPHUFLDOVKRSSLQJWRROVILQGGHDOHUௐ
KWWSVH]JRW[WVYFRPSHUVRQDOVKRSSLQJWRROVILQGGHDOHU
Bid Number: RFP 091024 Vendor Name: Jacobsen
6HUYLFHௐIRUFH :HௐKDYHௐௐIDFWRU\ௐFHUWLILHGௐ(=*2ௐDQGௐ&XVKPDQௐILHOGௐVHUYLFHௐWHFKQLFLDQVௐDFURVVௐ
WKHௐFRQWLQHQWDOௐ8QLWHGௐ6WDWHVௐ$GGLWLRQDOO\ௐZHௐKDYHௐௐGLVWULEXWRUVௐDQGௐGHDOHUVௐWKDWௐ
VXSSRUWௐVHUYLFHௐDQGௐZDUUDQW\ௐ7KHVHௐGLVWULEXWRUௐDQGௐGHDOHUௐVHUYLFHௐWHFKQLFLDQVௐDUHௐ
UHTXLUHGௐWRௐFRPSOHWHௐWUDLQLQJௐDQGௐFHUWLILFDWLRQௐZLWKௐRXUௐLQWHUQDOௐWHDPVௐ7KLVௐLVௐ
FRPSOHWHGௐDWௐWKHௐWLPHௐRIௐEHFRPLQJௐDௐGLVWULEXWRUGHDOHUௐ:HௐDOVRௐSURYLGHௐVXSSOHPHQWDOௐ
WUDLQLQJVௐWKDWௐIRFXVௐRQௐVSHFLILFௐWRSLFVௐVXFKௐDVௐEXWௐQRWௐOLPLWHGௐWRௐ(/L7(ௐOLWKLXPௐ
WHFKQRORJ\ௐ+DXOHUௐ(/L7(ௐ'LDJQRVWLFVௐ(QJLQHௐ)DLOXUHௐ'LDJQRVWLFVௐ+RZ7R¶VௐHWFௐ
:HௐVXSSOHPHQWௐRXUௐIDFWRU\ௐGLUHFWௐWHFKQLFLDQVௐDQGௐGLVWULEXWRUGHDOHUௐWHFKQLFLDQVௐZLWKௐRXUௐ
LQWHUQDOௐFDOOௐFHQWHUௐWKDWௐLVௐDYDLODEOHௐWRௐFXVWRPHUVௐIRUௐGLDJQRVWLFௐLVVXHVௐSDUWVௐ
LQIRUPDWLRQௐDQGௐDGGLWLRQDOௐTXHVWLRQVௐ7KH\ௐFDQௐEHௐUHDFKHGௐDWௐ
'HVFULEHௐWKHௐRUGHULQJௐSURFHVVௐ,IௐRUGHUVௐZLOOௐ
EHௐKDQGOHGௐE\ௐGLVWULEXWRUVௐGHDOHUVௐRUௐ
RWKHUVௐH[SODLQௐWKHௐUHVSHFWLYHௐUROHVௐRIௐWKHௐ
3URSRVHUௐDQGௐRWKHUV
7KHௐRUGHULQJௐSURFHVVௐLVௐSULPDULO\ௐFRPSOHWHGௐWKURXJKௐRXUௐGLVWULEXWRUௐDQGௐGHDOHUௐ
SDUWQHUVௐ:KHQௐDௐ6RXUFHZHOOௐFXVWRPHUௐKDVௐUHFHLYHGௐDௐTXRWHௐIURPௐDௐGHDOHUௐRUௐ
GLVWULEXWRUௐWKH\ௐZLOOௐVXEPLWௐWKHௐILQDOௐ3XUFKDVHௐ2UGHUௐWRௐWKHௐGHDOHUGLVWULEXWRUௐIRUௐ
VXEPLVVLRQௐWRௐ(=*2&XVKPDQௐ
2QFHௐWKHௐRUGHUௐLVௐUHFHLYHGௐLWௐZLOOௐEHௐUHYLHZHGௐE\ௐRXUௐVDOHVௐRSHUDWLRQVௐWHDPௐEHIRUHௐLWௐ
LVௐHQWHUHGௐWRௐHQVXUHௐDOOௐGHWDLOVௐPDWFKௐFRQWUDFWXDOௐGLVFRXQWVௐDQGௐLQFOXGHௐGHWDLOVௐVXFKௐDVௐ
WKHௐFRQWUDFWௐQXPEHUௐSRLQWRIFRQWDFWௐDQGௐILQDOௐVLJQDWXUHௐDXWKRUL]LQJௐWKHௐVDOHௐ
,QௐWKHௐFDVHௐWKDWௐWKHUHௐLVௐQRௐGLVWULEXWRUௐRUௐGHDOHUௐSUHVHQFHௐLQௐDௐJLYHQௐWHUULWRU\ௐWKHௐ
6RXUFHZHOOௐFXVWRPHUௐZRXOGௐZRUNௐGLUHFWO\ௐZLWKௐRXUௐ5HJLRQDOௐ6DOHVௐ0DQDJHUௐWHDPௐDQGௐ
*RYHUQPHQWௐ6DOHVௐ0DQDJHUௐIRUௐTXRWDWLRQௐDQGௐRUGHULQJௐ$OOௐGHWDLOVௐIRUௐFRQWUDFWXDOௐ
GLVFRXQWVௐFRQWUDFWௐLQIRUPDWLRQௐHWFௐZLOOௐEHௐUHYLHZHGௐWRௐHQVXUHௐFRPSOLDQFH
'HVFULEHௐLQௐGHWDLOௐWKHௐSURFHVVௐDQGௐ
SURFHGXUHௐRIௐ\RXUௐFXVWRPHUௐVHUYLFHௐ
SURJUDPௐLIௐDSSOLFDEOHௐௐ,QFOXGHௐ\RXUௐ
UHVSRQVHWLPHௐFDSDELOLWLHVௐDQGௐ
FRPPLWPHQWVௐDVௐZHOOௐDVௐDQ\ௐLQFHQWLYHVௐWKDWௐ
KHOSௐ\RXUௐSURYLGHUVௐPHHWௐ\RXUௐVWDWHGௐ
VHUYLFHௐJRDOVௐRUௐSURPLVHV
2XUௐFXVWRPHUVௐZLOOௐUHFHLYHௐDௐSRLQWௐRIௐFRQWUDFWௐDWௐWKHௐWLPHௐRIௐGHOLYHU\ௐWKLVௐZLOOௐEHௐ
SULPDULO\ௐRXUௐGHDOHUௐDQGௐGLVWULEXWRUௐQHWZRUNௐ7KH\ௐZLOOௐEHௐLQWURGXFHGௐDQGௐJLYHQௐWKHௐEHVWௐ
HPDLOௐDGGUHVVௐDQGௐSKRQHௐQXPEHUௐWRௐUHDFKௐLQௐFDVHௐLWௐLVௐQHHGHGௐIRUௐVHUYLFHௐRUௐ
ZDUUDQW\ௐZRUNௐ,QௐWKHௐFDVHௐZKHUHௐDௐTXLFNௐGLDJQRVWLFௐFDOOௐRUௐTXHVWLRQௐDULVHVௐWKHௐ
FXVWRPHUௐFDQௐFRQWDFWௐRXUௐLQWHUQDOௐFDOOௐFHQWHUௐDWௐௐ
:HௐH[SHFWௐQRௐPRUHௐWKDQௐKRXUௐUHVSRQVHௐWLPHௐWRௐHPDLOVௐDQGௐSKRQHௐFDOOVௐIRUௐVHUYLFHௐ
RUௐZDUUDQW\ௐLQTXLULHVௐ7KHௐGHDOHUௐRUௐGLVWULEXWRUௐSDUWQHUௐZLOOௐVFKHGXOHௐWLPHௐZLWKௐWKHௐ
FXVWRPHUௐEDVHGௐRQௐWKHௐEHVWௐWLPLQJௐIRUௐVFKHGXOHVௐWRௐFRPSOHWHௐVHUYLFHௐZRUNௐVHUYLFHௐ
FDOOVௐDUHௐH[SHFWHGௐWRௐEHௐFRPSOHWHGௐLQௐௐGD\VௐRIௐFRQWDFWௐYLDௐSKRQHௐFDOOௐRUௐHPDLOௐ$OOௐ
FDVHVௐRIௐHVFDODWLRQௐZLOOௐEHௐVHQWௐWRௐWKHௐ*RYHUQPHQWௐ6DOHVௐ0DQDJHUௐDWௐ(=*2&XVKPDQ
'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV
:HௐZRXOGௐOLNHௐWRௐRIIHUௐRXUௐIXOOௐOLQHXSௐRIௐ(=*2ௐDQGௐ&XVKPDQௐSURGXFWVௐWRௐDOOௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐDJHQFLHVௐLQௐWKHௐ8QLWHVௐ6WDWHVௐ:LWKௐRXUௐH[SDQGLQJௐLQWHUQDOௐ
IRFXVௐDQGௐVWUDWHJLFௐJURZWKௐLQௐWKHௐ3XEOLFௐ6HFWRUௐVSDFHௐWKURXJKௐFRRSHUDWLYHVௐVXFKௐDVௐ
6RXUFHZHOOௐZHௐEHOLHYHௐWKDWௐRXUௐDELOLW\ௐWRௐSURYLGHௐWKHVHௐSURGXFWVௐZRXOGௐDGGௐDGGLWLRQDOௐ
YDOXHௐWRௐDOOௐSDUWLFLSDWLQJௐDJHQFLHVௐ7KLVௐFDQௐEHௐVHHQௐLQௐWKHௐDGGLWLRQௐRIௐRXUௐIDFWRU\ௐ
VDOHVௐUHSUHVHQWDWLYHVௐDQGௐWKH\ௐUHJLRQDOௐVWUDWHJLHVௐDQGௐJURZWKௐDORQJVLGHௐRXUௐGHDOHUௐDQGௐ
GLVWULEXWRUௐFKDQQHO
'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ&DQDGD
2XUௐFXUUHQWௐIRFXVௐRIௐJURZWKௐLVௐWKHௐ&DQDGLDQௐPDUNHWௐ7KLVௐFDQௐEHௐVHHQௐZLWKௐRXUௐ
JURZLQJௐQXPEHUௐRIௐGLVWULEXWRUௐDQGௐGHDOHUௐSDUWQHUVௐDFURVVௐWKHௐFRXQWU\ௐ:KLOHௐZHௐGRௐQRWௐ
KDYHௐIXOOௐFRYHUDJHௐFXUUHQWO\ௐZHௐDUHௐZLOOLQJௐSURYLGHௐSURGXFWVௐDQGௐVHUYLFHௐDFURVVௐWKHௐ
PDUNHW
,GHQWLI\ௐDQ\ௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ
6WDWHVௐRUௐ&DQDGDௐWKDWௐ\RXௐZLOOௐ127ௐEHௐIXOO\ௐ
VHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐDJUHHPHQW
7KURXJKௐWKHௐSURSRVHGௐDJUHHPHQWௐZHௐZLOOௐQRWௐEHௐIXOO\ௐVHUYLQJௐWKHௐIROORZLQJௐPDUNHWVௐ
ௐ$ODVNDௐ
ௐ&DQDGD
,GHQWLI\ௐDQ\ௐDFFRXQWௐW\SHௐRIௐ3DUWLFLSDWLQJௐ
(QWLW\ௐZKLFKௐZLOOௐQRWௐKDYHௐIXOOௐDFFHVVௐWRௐ
\RXUௐ6ROXWLRQVௐLIௐDZDUGHGௐDQௐDJUHHPHQWௐ
DQGௐWKHௐUHDVRQLQJௐIRUௐWKLV
:HௐZLOOௐEHௐDEOHௐWRௐSURYLGHௐRXUௐVROXWLRQVௐDQGௐVHUYLFHௐWRௐDOOௐ3DUWLFLSDWLQJௐ(QWLWLHVௐLQௐWKHௐ
FRQWLQHQWDOௐ8QLWHGௐ6WDWHVௐDQGௐWKHௐVWDWHௐRIௐ+DZDLLௐ&XUUHQWO\ௐZHௐZLOOௐQRWௐEHௐDEOHௐWRௐ
SURYLGHௐIXOOௐDFFHVVௐWRௐRXUௐVROXWLRQVௐDQGௐVHUYLFHௐLQௐWKHௐVWDWHௐRIௐ$ODVNDௐGXHௐWRௐGHDOHUௐ
DQGௐGLVWULEXWRUௐFRYHUDJH
'HILQHௐDQ\ௐVSHFLILFௐUHTXLUHPHQWVௐRUௐ
UHVWULFWLRQVௐWKDWௐZRXOGௐDSSO\ௐWRௐRXUௐ
SDUWLFLSDWLQJௐHQWLWLHVௐLQௐ+DZDLLௐDQGௐ$ODVNDௐ
DQGௐLQௐ86ௐ7HUULWRULHV
7KHௐFXUUHQWௐUHVWULFWLRQVௐIRUௐRXUௐVROXWLRQVௐWRௐSDUWLFLSDWLQJௐHQWLWLHVௐLQFOXGHௐ$ODVNDௐDVௐZHௐ
GRௐQRWௐKDYHௐDௐGHDOHUGLVWULEXWRUௐSUHVHQFHௐZLWKLQௐWKHௐVWDWHௐ
:HௐZLOOௐEHௐDEOHௐWRௐSURYLGHௐIXOOௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐWKHௐVWDWHௐRIௐ+DZDLLௐDVௐZHௐ
KDYHௐGHDOHUௐSUHVHQFHௐ
)RUௐ86ௐ7HUULWRULHVௐZHௐGRௐKDYHௐGHDOHUௐUHSUHVHQWDWLRQௐLQௐ*XDPௐ3XHUWRௐ5LFRௐ86ௐ
9LUJLQௐ,VODQGVௐ7KHVHௐGLVWULEXWRUௐSDUWQHUVௐFDQௐEHௐIRXQGௐRQௐWKHௐGHDOHUௐORFDWRUௐ
KWWSVH]JRW[WVYFRPLQWHUQDWLRQDOGLVWULEXWRUV
:LOOௐ3URSRVHUௐH[WHQGௐWHUPVௐRIௐDQ\ௐDZDUGHGௐ
PDVWHUௐDJUHHPHQWௐWRௐQRQSURILWௐHQWLWLHV"
<HVௐZHௐZLOOௐH[WHQGௐWHUPVௐWRௐQRQSURILWௐHQWLWLHV
Bid Number: RFP 091024 Vendor Name: Jacobsen
7DEOH0DUNHWLQJ3ODQ3RLQWV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
'HVFULEHௐ\RXUௐPDUNHWLQJௐVWUDWHJ\ௐIRUௐ
SURPRWLQJௐWKLVௐRSSRUWXQLW\ௐௐ8SORDGௐ
UHSUHVHQWDWLYHௐVDPSOHVௐRIௐ\RXUௐ
PDUNHWLQJௐPDWHULDOVௐLIௐDSSOLFDEOHௐLQௐ
WKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVH
2XUௐPDUNHWLQJௐVWUDWHJ\ௐIRUௐSURPRWLQJௐ6RXUFHZHOOௐLVௐWRௐHQVXUHௐWKDWௐLQIRUPDWLRQௐDERXWௐRXUௐ
FRQWUDFWௐRSSRUWXQLW\ௐLVௐUHDGLO\ௐDYDLODEOHௐRQௐERWKௐRXUௐ(=*2ௐDQGௐ&XVKPDQௐZHEVLWHVௐ:Hௐ
KDYHௐDOVRௐFUHDWHGௐPDUNHWLQJௐPDWHULDOVௐVXFKௐDVௐIO\HUVௐDQGௐSDPSKOHWVௐWKDWௐUHDGLO\ௐSURPRWHௐ
RXUௐFRRSHUDWLYHௐSDUWLFLSDWLRQௐ
:HௐXWLOL]HௐRXUௐVRFLDOௐPHGLDௐDFFRXQWVௐWRௐSURPRWHௐRXUௐSURGXFWVௐWRௐHQGௐFXVWRPHUVௐ7KHVHௐFDQௐ
EHௐIRXQGௐLQௐWKHௐEHORZௐOLQNVௐ
ௐKWWSVZZZIDFHERRNFRP(=*29HKLFOHVௐ
ௐKWWSVZZZIDFHERRNFRP&XVKPDQ9HKLFOHVIROORZLQJௐ
ௐKWWSVZZZLQVWDJUDPFRPH]JRYHKLFOHVௐ
ௐKWWSVZZZLQVWDJUDPFRPFXVKPDQBYHKLFOHVௐ
ௐKWWSVZZZWZLWWHUFRPH]JRYHKLFOHVௐ
ௐKWWSVZZZWZLWWHUFRP&XVKPDQ9HKLFOHVௐ
ௐKWWSVZZZOLQNHGLQFRPVKRZFDVHH]JRYHKLFOHVௐ
ௐKWWSVZZZOLQNHGLQFRPVKRZFDVHFXVKPDQXWLOLW\YHKLFOHV
,QௐDGGLWLRQௐWRௐRXUௐVRFLDOௐPHGLDௐDQGௐGLJLWDOௐPDUNHWLQJௐSODQVௐZHௐKDYHௐKHDYLO\ௐLQYHVWHGௐLQௐRXUௐ
SUHVHQFHௐDWௐORFDOௐDQGௐQDWLRQDOௐ3XEOLFௐ6HFWRUௐIRFXVHGௐWUDGHௐVKRZVௐDQGௐUHJLRQDOௐHYHQWVௐ:Hௐ
ZRXOGௐUHSUHVHQWௐWKLVௐRSSRUWXQLW\ௐE\ௐLQFOXGLQJௐVSHFLILFௐOLWHUDWXUHௐDQGௐRWKHUௐPDWHULDOVௐWRௐ
FXVWRPHUVௐ$GGLWLRQDOO\ௐZHௐKDYHௐFUHDWHGௐDௐSDUWQHUVKLSௐZLWKௐ1DWLRQDOௐ&RRSHUDWLYHௐ
3URFXUHPHQWௐ3DUWQHUV
'HVFULEHௐ\RXUௐXVHௐRIௐWHFKQRORJ\ௐDQGௐ
GLJLWDOௐGDWDௐHJௐVRFLDOௐPHGLDௐ
PHWDGDWDௐXVDJHௐWRௐHQKDQFHௐ
PDUNHWLQJௐHIIHFWLYHQHVV
(=*2ௐDQGௐ&XVKPDQௐVXSSRUWVௐRXUௐGLJLWDOௐPDUNHWLQJௐGHFLVLRQVௐE\ௐWUDFNLQJௐGLJLWDOௐPHWULFVௐ
WKURXJKௐRXUௐZHEVLWHVௐDQGௐRXUௐVRFLDOௐPHGLDௐSODWIRUPVௐ&XUUHQWO\ௐRXUௐVRFLDOௐPHGLDௐSODWIRUPVௐ
IRUௐERWKௐWKHௐ(=*2ௐDQGௐ&XVKPDQௐEUDQGVௐDUHௐ)DFHERRNௐ;ௐ,QVWDJUDPௐ/LQNHG,QௐDQGௐ
<RX7XEHௐ
:HௐXVHௐDௐOHDGௐJHQHUDWLRQௐWRROௐFDOOHGௐ5ROOLFNௐWKDWௐFDQௐEHௐDFFHVVHGௐWKURXJKௐRXUௐ5HTXHVWௐDௐ
4XRWHௐWRROௐRQௐWKHௐ(=*2ௐDQGௐ&XVKPDQௐZHEVLWHVௐ5ROOLFNௐFDWHJRUL]HVௐVSHFLILFௐFXVWRPHUௐ
GHPRJUDSKLFVௐWRௐEHWWHUௐXQGHUVWDQGௐZKDWௐFXVWRPHUVௐDUHௐSXUFKDVLQJௐ$GGLWLRQDOO\ௐZHௐXVHௐ
HPDLOௐPDUNHWLQJௐIRUௐFXUUHQWௐFXVWRPHUVௐWRௐHQVXUHௐWKH\ௐDUHௐUHFHLYLQJௐXSWRGDWHௐLQIRUPDWLRQௐDVௐ
WKH\ௐPRYHௐWKURXJKௐWKHௐSXUFKDVLQJௐSURFHVV
,Qௐ\RXUௐYLHZௐZKDWௐLVௐ6RXUFHZHOO¶VௐUROHௐ
LQௐSURPRWLQJௐDJUHHPHQWVௐDULVLQJௐRXWௐRIௐ
WKLVௐ5)3"ௐ+RZௐZLOOௐ\RXௐLQWHJUDWHௐDௐ
6RXUFHZHOODZDUGHGௐDJUHHPHQWௐLQWRௐ
\RXUௐVDOHVௐSURFHVV"
:HௐEHOLHYHௐWKDWௐ6RXUFHZHOO¶VௐUROHௐZLOOௐEHௐKLJKOLJKWLQJௐWKHௐHDVHௐRIௐXVHௐDQGௐEHQHILWVௐZLWKௐWKHௐ
FRRSHUDWLYHௐFRQWUDFWௐWRௐSDUWLFLSDWLQJௐSDUWQHUVௐ$GGLWLRQDOO\ௐHQVXULQJௐWKDWௐWKLVௐLQIRUPDWLRQௐLVௐ
UHDGLO\ௐDYDLODEOHௐWRௐ6RXUFHZHOOௐPHPEHUVௐZKRௐPD\ௐVHHNௐRXWௐSURGXFWVௐOLVWHGௐLQௐWKLVௐ5)3ௐ
:HௐZRXOGௐFRQWLQXHௐWUDLQLQJௐRXUௐLQWHUQDOௐVDOHVௐDQGௐGLVWULEXWRUGHDOHUௐRXWVLGHௐVDOHVௐ
UHSUHVHQWDWLYHVௐRQௐWKHௐFRQWUDFWௐVSHFLILFDWLRQVௐ7KLVௐZLOOௐKHOSௐXVௐLQௐWKHௐSURPRWLRQௐRIௐRXUௐ
FRQWUDFWௐWRௐDOOௐSDUWLFLSDWLQJௐFXVWRPHUVௐ$GGLWLRQDOO\ௐZHௐZRXOGௐOLNHௐWRௐFUHDWHௐIXUWKHUௐPDUNHWLQJௐ
PDWHULDOVௐWKDWௐFDQௐEHௐXWLOL]HGௐWKURXJKRXWௐWKHௐVDOHVௐSURFHVV
$UHௐ\RXUௐ6ROXWLRQVௐDYDLODEOHௐWKURXJKௐ
DQௐHSURFXUHPHQWௐRUGHULQJௐSURFHVV"ௐ,Iௐ
VRௐGHVFULEHௐ\RXUௐHSURFXUHPHQWௐ
V\VWHPௐDQGௐKRZௐJRYHUQPHQWDOௐDQGௐ
HGXFDWLRQDOௐFXVWRPHUVௐKDYHௐXVHGௐLW
&XUUHQWO\ௐZHௐGRௐQRWௐRIIHUௐDQௐHSURFXUHPHQWௐVROXWLRQௐIRUௐRUGHULQJௐQHZௐYHKLFOHVௐ7KHVHௐZLOOௐ
EHௐVXEPLWWHGௐWKURXJKௐWKHௐGLVWULEXWRUGHDOHUௐSRLQWRIFRQWDFWௐRUௐIDFWRU\ௐVDOHVௐUHSUHVHQWDWLYHVௐ
7KHௐJRYHUQPHQWௐVDOHVௐPDQDJHUௐZLOOௐEHௐLQFOXGHGௐLQௐWKHௐSURFHVVௐIRUௐRUGHULQJௐ
)RUௐDOOௐSDUWVௐDQGௐDFFHVVRULHVௐRUGHUௐZHௐGRௐRIIHUௐDQௐHSURFXUHPHQWௐVROXWLRQௐWKURXJKௐWKHௐ
IROORZLQJௐZHEௐDGGUHVVௐKWWSVH]JRW[WVYFRPSHUVRQDOSDUWVDFFHVVRULHVௐ7KHVHௐZLOOௐEHௐVHQWௐ
GLUHFWO\ௐIURPௐRXUௐSDUWVௐRUGHULQJௐVLWHௐWRௐWKHௐSDUWVௐGHSDUWPHQWௐ:HௐRIIHUௐ1(7ௐௐSD\PHQWVௐRUௐ
YLDௐFUHGLWௐFDUGVௐLQௐWKHௐSRUWDOௐ,IௐDSSOLFDEOHௐDௐWD[ௐH[HPSWLRQௐIURPௐWKHௐFXVWRPHUௐFDQௐEHௐ
SURYLGHGௐDQGௐDWWDFKHGௐWRௐWKHௐRUGHU
7DEOH$9DOXH$GGHG$WWULEXWHV3RLQWV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
Bid Number: RFP 091024 Vendor Name: Jacobsen
'HVFULEHௐDQ\ௐSURGXFWௐHTXLSPHQWௐ
PDLQWHQDQFHௐRUௐRSHUDWRUௐWUDLQLQJௐ
SURJUDPVௐWKDWௐ\RXௐRIIHUௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐ
,QFOXGHௐGHWDLOVௐVXFKௐDVௐZKHWKHUௐ
WUDLQLQJௐLVௐVWDQGDUGௐRUௐRSWLRQDOௐ
ZKRௐSURYLGHVௐWUDLQLQJௐDQGௐDQ\ௐ
FRVWVௐWKDWௐDSSO\
8SRQௐGHOLYHU\ௐRIௐWKHௐSURGXFWௐRXUௐGLVWULEXWRUGHDOHUௐSDUWQHUVௐZLOOௐFRPSOHWHௐDௐRSHUDWRUௐWUDLQLQJௐ
RIௐWKHௐEDVLFௐLWHPVௐRQௐWKHௐJROIௐRUௐXWLOLW\ௐFDUWௐ7KLVௐZLOOௐLQFOXGHௐDௐZDONௐDURXQGௐRIௐVDIHW\ௐDQGௐ
RSHUDWLRQDOௐLWHPVௐDௐPDLQWHQDQFHௐRYHUYLHZௐ2ZQHUௐDQGௐ2SHUDWRUௐPDQXDOVௐDQGௐDQௐ2ZQHU¶Vௐ
*XLGHௐZLOOௐEHௐSURYLGHGௐIRUௐHDFKௐXQLWௐUHFHLYHGௐ7KHௐEHORZௐOLQNVௐZLOOௐSURYLGHௐIXUWKHUௐLQIRUPDWLRQௐ
RQௐGLJLWDOௐRSHUDWRUௐJXLGHVௐIRUௐERWKௐ(=*2ௐDQGௐ&XVKPDQௐ
KWWSVH]JRW[WVYFRPSHUVRQDORZQHUVRZQHUVPDQXDOV
KWWSVZZZFXVKPDQW[WVYFRPRZQHUVILQGPDQXDOௐ
6DIHW\ௐ9LGHRVௐDUHௐDOVRௐDYDLODEOHௐLQௐRXUௐ<RX7XEHௐFKDQQHOௐ
KWWSVZZZ\RXWXEHFRP#&XVKPDQ&RPPXQLFDWLRQVYLGHRௐ
)RUௐIXUWKHUௐLQIRUPDWLRQௐRUௐDGGLWLRQDOௐWUDLQLQJௐRXUௐWHDPௐFDQௐEHௐQRWLILHGௐDQGௐVFKHGXOHௐ
DGGLWLRQDOௐIROORZXS
'HVFULEHௐDQ\ௐWHFKQRORJLFDOௐ
DGYDQFHVௐWKDWௐ\RXUௐSURSRVHGௐ
6ROXWLRQVௐRIIHU
(=*2ௐDQGௐ&XVKPDQௐDUHௐWKHௐPDUNHWௐOHDGHUVௐZKHQௐLWௐFRPHVௐWRௐDGYDQFHPHQWVௐLQௐSURGXFWௐ
HQJLQHHULQJௐ:LWKௐRXUௐ(/L7(ௐOLWKLXPௐWHFKQRORJ\ௐ$&ௐ'ULYHௐSRZHUWUDLQௐDQGௐ(;ௐJDVௐHQJLQHௐ
ZHௐDUHௐSXVKLQJௐWKHௐERXQGDULHVௐIRUௐRXUௐJROIௐDQGௐXWLOLW\ௐSODWIRUPVௐ/DVWO\ௐRXUௐLQYHVWPHQWௐLQௐRXUௐ
3$&(ௐ7HFKQRORJ\ௐEUDQGௐDௐIXOO\ௐLQWHJUDWHGௐVRIWZDUHௐSODWIRUPௐKDVௐDOORZHGௐIRUௐPRUHௐHIILFLHQWௐ
DQGௐVDIHUௐXVHௐRIௐRXUௐJROIௐDQGௐXWLOLW\ௐFDUWVௐLQௐWKHௐJROIௐDQGௐFRPPHUFLDOJRYHUQPHQWௐLQGXVWULHVௐ
ௐ(/L7(ௐ/LWKLXPௐௐ=HURௐPDLQWHQDQFHௐIDVWHUௐDQGௐPRUHௐHIILFLHQWௐFKDUJHௐORZHUௐFRVWௐRIௐ
RZQHUVKLSௐ\HDUௐEDWWHU\ௐZDUUDQW\ௐEHWWHUௐIRUௐWXUIௐGXHௐWRௐORZHUௐYHKLFOHௐZHLJKWௐ
ௐ$&ௐ3RZHUWUDLQௐௐ,QFUHDVHGௐ(IILFLHQF\ௐHVSHFLDOO\ௐZKHQௐLWௐFRPHVௐWRௐKLOOௐFOLPELQJௐDELOLW\
ௐ(;,ௐ*DVௐ(QJLQHௐௐ%HVWௐLQௐFODVVௐIXHOௐHFRQRP\ௐVPRRWKௐDQGௐTXLHWௐULGHௐZLWKௐPRUHௐ
UHVSRQVLYHௐDFFHOHUDWLRQௐ
ௐ3$&(ௐ7HFKQRORJ\ௐௐ2SWLPL]HVௐRSHUDWLRQVௐE\ௐDOORZLQJௐIXOOௐDQDO\VLVௐRQௐWUDYHOௐWLPHௐFDUWௐSDWKVௐ
FDUWௐXVHUௐGDWDௐDQGௐWUDFNLQJௐ$GGLWLRQDOO\ௐRXUௐWHFKQRORJ\ௐRIIHUVௐGLDJQRVWLFVௐRIௐWKHௐYHKLFOHௐ,Qௐ
FRPPHUFLDOௐVHWWLQJௐ3$&(ௐKDVௐWKHௐDELOLW\ௐWRௐEHௐXVHGௐDVௐDௐDGYHUWLVLQJௐSODWIRUPௐLQWHUDFWLYHௐ
H[SHULHQFHVௐJHRIHQFLQJௐRSWLRQVௐWRௐUHGXFHௐFDUWVௐOHDYLQJௐDௐGHVLJQDWHGௐDUHDௐLHௐNHHSௐLQRXWௐ
VSHHGௐUHGXFWLRQVௐIRUௐVDIHW\ௐPHVVDJLQJௐIURPௐDGPLQLVWUDWLRQௐHWF
'HVFULEHௐDQ\ௐ³JUHHQ´ௐLQLWLDWLYHVௐ
WKDWௐUHODWHௐWRௐ\RXUௐFRPSDQ\ௐRUௐWRௐ
\RXUௐ6ROXWLRQVௐDQGௐLQFOXGHௐDௐOLVWௐ
RIௐWKHௐFHUWLI\LQJௐDJHQF\ௐIRUௐHDFK
:HௐKDYHௐSDUWQHUHGௐZLWKௐ6DPVXQJௐWRௐFUHDWHௐRXUௐLQGXVWU\ௐOHDGLQJௐ(/L7(ௐ/LWKLXPௐEDWWHU\ௐ7KLVௐ
EDWWHU\ௐWHFKQRORJ\ௐUHGXFHVௐFKDUJHௐWLPHௐDQGௐWDNHVௐKDOIௐWKHௐRXWRIZDOOௐHQHUJ\ௐDVௐDௐOHDGDFLGௐ
JROIௐFDUWௐ,QௐDGGLWLRQௐRXUௐ(;ௐJDVௐHQJLQHௐSURYLGHVௐEHVWLQFODVVௐIXHOௐHFRQRP\ௐDQGௐSURGXFHVௐ
WKHௐORZHVWௐHPLVVLRQVௐRIௐDQ\ௐJROIௐFDUௐRQௐWKHௐPDUNHWௐ:LWKௐERWKௐGULYHWUDLQVௐ±ௐRQHௐRIௐRXUௐ
PDUNHWLQJௐREMHFWLYHVௐLVௐWRௐFRPPXQLFDWHௐWKHௐ³JUHHQ´ௐEHQHILWVௐWRௐHQGௐFXVWRPHUVௐDQGௐXWLOL]Hௐ
WKHVHௐDVௐDௐNH\ௐIHDWXUH
$GGLWLRQDOO\ௐRXUௐௐ769ௐ6XVWDLQDELOLW\ௐ5HSRUWௐZLWKௐIXUWKHUௐLQIRUPDWLRQௐRQௐRXUௐJUHHQௐ
LQLWLDWLYHVௐLVௐXSORDGHGௐWRௐWKHௐGRFXPHQWVௐVHFWLRQ
,GHQWLI\ௐDQ\ௐWKLUGSDUW\ௐLVVXHGௐHFR
ODEHOVௐUDWLQJVௐRUௐFHUWLILFDWLRQVௐWKDWௐ
\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐIRUௐWKHௐ
6ROXWLRQVௐLQFOXGHGௐLQௐ\RXUௐ3URSRVDOௐ
UHODWHGௐWRௐHQHUJ\ௐHIILFLHQF\ௐRUௐ
FRQVHUYDWLRQௐOLIHF\FOHௐGHVLJQௐ
FUDGOHWRFUDGOHௐRUௐRWKHUௐ
JUHHQVXVWDLQDELOLW\ௐIDFWRUV
7KURXJKௐRXUௐRZQHGௐ3$&(ௐ7HFKQRORJ\ௐZHௐQRZௐKDYHௐIXUWKHUௐFDSDELOLWLHVௐRIௐVHHLQJௐJROIௐDQGௐ
XWLOLW\ௐYHKLFOHௐXVDJHௐPLODJHௐDFFXPXODWLRQௐQXPEHUௐRIௐKRXUVௐUXQQLQJௐFDUWௐSDWKௐDQGௐHIILFLHQF\ௐ
7KLVௐDOORZVௐFXVWRPHUVௐWRௐXQGHUVWDQGௐWKHௐXVDJHௐRIௐWKHLUௐJROIௐDQGௐXWLOLW\ௐDVVHWVௐWRௐHQVXUHௐIXOOௐ
HIILFLHQF\ௐRUௐUHGXFWLRQௐQHHGVௐWRௐPHHWௐVXVWDLQDELOLW\ௐJRDOV
:KDWௐXQLTXHௐDWWULEXWHVௐGRHVௐ\RXUௐ
FRPSDQ\ௐ\RXUௐSURGXFWVௐRUௐ\RXUௐ
VHUYLFHVௐRIIHUௐWRௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHV"ௐ:KDWௐPDNHVௐ
\RXUௐSURSRVHGௐVROXWLRQVௐXQLTXHௐLQௐ
\RXUௐLQGXVWU\ௐDVௐLWௐDSSOLHVௐWRௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV"
(=*2ௐLVௐWKHௐPDUNHWௐOHDGHUௐLQௐWKHௐJROIௐFDUWௐDQGௐXWLOLW\ௐYHKLFOHVௐLQGXVWU\ௐ:LWKௐRXUௐSURYHQௐ
(/L7(ௐOLWKLXPௐEDWWHULHVௐSDUWQHUHGௐZLWKௐ6DPVXQJௐZHௐFDQௐSURYLGHௐHQGௐXVHUVௐZLWKௐDௐ]HUR
PDLQWHQDQFHௐVROXWLRQௐWKDWௐDOORZVௐIRUௐRSSRUWXQLW\ௐFKDUJLQJௐZKHQௐ\RXௐQHHGௐLWௐWKHௐPRVWௐ:LWKௐWKHௐ
UHGXFWLRQௐLQௐZHLJKௐGXHௐWRௐWKHௐFRPSDFWௐVL]HௐRIௐWKHௐEDWWHU\ௐWKLVௐDOORZVௐIRUௐOHVVௐGDPDJHௐWRௐWXUIௐ
VXUIDFHVௐLQௐDOOௐDSSOLFDWLRQVௐ$GGLWLRQDOO\ௐZHௐRIIHUௐRXUௐ(;ௐJDVௐHQJLQHௐWKDWௐKDVௐEHVWௐLQFODVVௐ
IXHOௐHFRQRP\ௐ
2XUௐ&XVWRPௐ6ROXWLRQVௐWHDPௐKDVௐWKHௐFDSDELOLW\ௐWRௐFUHDWHௐDௐZLGHௐUDQJHௐRIௐFXVWRPL]HGௐYHKLFOHVௐ
LQFOXGLQJௐVSHFLDOW\ௐEXLOGVௐVXFKௐDVௐ$'$ௐZKHHOFKDLUௐFDUWVௐDPEXODQFHௐXWLOLW\ௐYHKLFOHVௐHWFௐ
$ORQJVLGHௐRXUௐZLGHௐYDULHW\ௐRIௐSURGXFWௐRIIHULQJVௐZHௐKDYHௐWUXVWZRUWK\ௐGHDOHUVௐDQGௐGLVWULEXWRUVௐ
SDUWQHUVௐWKDWௐZLOOௐEHௐWKHUHௐWRௐVXSSRUWௐDOOௐFXVWRPHUௐQHHGVௐ7KHVHௐDWWULEXWHVௐPDNHௐ(=
*2&XVKPDQௐDௐWUXVWHGௐSDUWQHUௐIRUௐ6RXUFHZHOOௐPHPEHUV
'HVFULEHௐDQ\ௐVDIHW\ௐIHDWXUHVௐ\RXUௐ
SURGXFWVௐKDYHௐVXFKௐDVௐVHDWௐEHOWVௐ
UROORYHUௐSURWHFWLRQௐEUDNHௐOLJKWVௐ
VWDELOLW\ௐFRQWUROௐHPHUJHQF\ௐVKXWRIIௐ
HWF
:HௐRIIHUௐDௐYDULHW\ௐRIௐVDIHW\ௐIHDWXUHVௐWKDWௐDUHௐHLWKHUௐVWDQGDUGௐSURGXFWLRQௐLWHPVௐRUௐFDQௐEHௐ
DGGHGௐE\ௐRXUௐ&XVWRPௐ6ROXWLRQVௐGHSDUWPHQWௐ$ௐIHZௐRIௐWKHVHௐRSWLRQVௐLQFOXGHௐVHDWௐEHOWVௐ
KHDGOLJKWVௐEUDNHௐOLJKWVWDLOOLJKWVWXUQௐVLJQDOVௐUHDUYLHZௐPLUURUVௐOHIWௐDQGௐULJKWௐPLUURUVௐKRUQௐ
EDFNXSௐDODUPௐRSHUDWRUௐSUHVHQFHௐVZLWFKௐVORZௐPRYLQJௐYHKLFOHௐVLJQௐEDWWHU\ௐGLVFRQQHFWௐDQGௐ
ORFNRXWௐILUHௐH[WLQJXLVKHUௐEDFNௐXSௐFDPHUDௐHWF
Bid Number: RFP 091024 Vendor Name: Jacobsen
$UHௐ\RXUௐSURGXFWVௐHTXLSSHGௐZLWKௐ
*36ௐRUௐWHOHPDWLFVௐIHDWXUHVௐRUௐ
RWKHUௐURXWHௐRSWLPL]DWLRQௐRSWLRQV"
$OOௐ(=*2ௐDQGௐ&XVKPDQௐPRGHOVௐDUHௐFRPSDWLEOHௐZLWKௐRXUௐLQWHUQDOௐ3DFHௐ7HFKQRORJ\ௐ*36ௐDQGௐ
WHOHPDWLFVௐRIIHULQJVௐ7KHVHௐDUHௐQRWௐFXUUHQWO\ௐVWDQGDUGௐRQௐDOOௐYHKLFOHVௐEXWௐLVௐDQௐRSWLRQௐIRUௐ
6RXUFHZHOOௐFXVWRPHUVௐ7KLVௐLQFOXGHVௐDௐVFUHHQOHVVௐRSWLRQௐFDOOHGௐWKHௐ6KLHOGௐPRGHOௐRUௐDௐ´ௐDQGௐ
´ௐHQKDQFHGௐJUDSKLFVௐVFUHHQௐ
3DFHௐ7HFKQRORJ\ௐDOORZVௐIRUௐFXVWRPHUVௐWRௐYLHZௐJROIௐDQGௐXWLOLW\ௐYHKLFOHௐXVDJHௐPLODJHௐ
DFFXPXODWLRQௐQXPEHUௐRIௐKRXUVௐUXQQLQJௐFDUWௐSDWKௐDQGௐHIILFLHQF\ௐ$GGLWLRQDOO\ௐ3DFHௐ7HFKQRORJ\ௐ
RIIHUVௐDGGLWLRQDOௐVDIHW\ௐIHDWXUHVௐVXFKௐDVௐZHDWKHUௐDOHUWVௐVSHHGௐOLPLWௐ]RQHVௐSLQௐFRGHௐVFUHHQ
EDVHGௐDFFHVVௐ5),'ௐUHDGHUVௐHWFௐ)XUWKHUௐLQIRUPDWLRQௐFDQௐEHௐIRXQGௐDWௐWKHௐIROORZLQJௐOLQNVௐ
KWWSVH]JRW[WVYFRPIOHHWZK\H]JRSDFHWHFKQRORJ\
KWWSVZZZFXVKPDQW[WVYFRPSDFHWHFKQRORJ\
'HVFULEHௐKRZௐ\RXUௐSURGXFWVௐ
SRVLWLYHO\ௐFRQWULEXWHௐWRௐ
HQYLURQPHQWDOௐFRQFHUQVௐVXFKௐDVௐDLUௐ
SROOXWLRQ
:LWKௐRXUௐ(/L7(ௐOLWKLXPௐHOHFWULFௐSURGXFWௐOLQHXSௐWKDWௐVSDQVௐDFURVVௐRXUௐ(=*2ௐDQGௐ&XVKPDQௐ
FXVWRPHUVௐDUHௐDFWLYHO\ௐFKRRVLQJௐWKHௐDOWHUQDWLYHௐHOHFWULFௐRSWLRQௐWKDWௐSURGXFHVௐ]HURௐWDLOSLSHௐ
HPLVVLRQV
$GGLWLRQDOO\ௐ7H[WURQௐ6SHFLDOL]HGௐ9HKLFOHVௐLVௐGHGLFDWHGௐWRௐPDNLQJௐDௐSRVLWLYHௐLPSDFWௐRQௐWKHௐ
HQYLURQPHQWௐRXWVLGHௐRIௐMXVWௐRXUௐSURGXFWௐRIIHULQJVௐ7KLVௐKDVௐEHHQௐDFKLHYHGௐWKURXJKௐUHGXFWLRQௐ
RIௐ*+*ௐHPLVVLRQVௐDQGௐDௐIRFXVௐRQௐDௐVXVWDLQDEOHௐVXSSO\ௐFKDLQௐ)XUWKHUௐLQIRUPDWLRQௐFDQௐEHௐ
IRXQGௐLQௐWKHௐௐ769ௐ6XVWDLQDELOLW\ௐ5HSRUWௐDWWDFKHGௐLQௐWKHௐ'RFXPHQWVௐVHFWLRQ
7DEOH%9DOXH$GGHG$WWULEXWHV
/LQH
,WHP 4XHVWLRQ &HUWLILFDWLRQ 2IIHUHG &RPPHQW
6HOHFWௐDQ\ௐ:RPHQௐRUௐ
0LQRULW\ௐ%XVLQHVVௐ
(QWLW\ௐ:0%(ௐ6PDOOௐ
%XVLQHVVௐ(QWLW\ௐ
6%(ௐRUௐYHWHUDQௐ
RZQHGௐEXVLQHVVௐ
FHUWLILFDWLRQVௐWKDWௐ\RXUௐ
FRPSDQ\ௐRUௐKXEௐ
SDUWQHUVௐKDYHௐ
REWDLQHGௐ8SORDGௐ
GRFXPHQWDWLRQௐDQGௐDௐ
OLVWLQJௐRIௐGHDOHUVKLSVௐ
+8%ௐSDUWQHUVௐRUௐUH
VHOOHUVௐLIௐDYDLODEOHௐ
6HOHFWௐDOOௐWKDWௐDSSO\
<HV
1R
0LQRULW\ௐ%XVLQHVVௐ
(QWHUSULVHௐ0%(
<HV
1R
:RPHQௐ%XVLQHVVௐ
(QWHUSULVHௐ:%(
<HV
1R
'LVDEOHG2ZQHGௐ
%XVLQHVVௐ(QWHUSULVHௐ
'2%(
<HV
1R
9HWHUDQ2ZQHGௐ
%XVLQHVVௐ(QWHUSULVH
9%(
<HV
1R
6HUYLFH'LVDEOHGௐ
9HWHUDQ2ZQHGௐ
%XVLQHVV
6'92%
<HV
1R
6PDOOௐ%XVLQHVVௐ
(QWHUSULVHௐ6%(
<HV
1R
6PDOOௐ'LVDGYDQWDJHGௐ
%XVLQHVVௐ6'%
<HV
1R
:RPHQ2ZQHGௐ6PDOOௐ
%XVLQHVVௐ:26%
<HV
1R
7DEOH3ULFLQJ3RLQWV
3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHTXHVWLRQVWKDWIROORZEHORZ
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
Bid Number: RFP 091024 Vendor Name: Jacobsen
'HVFULEHௐ\RXUௐSD\PHQWௐWHUPVௐDQGௐDFFHSWHGௐSD\PHQWௐ
PHWKRGV
2XUௐSD\PHQWVௐWHUPVௐDUHௐ1HWௐௐ:HௐDFFHSWௐ$&+ௐSD\PHQWVௐFKHFNVௐ
DQGௐFUHGLWௐFDUGௐSD\PHQWV
'HVFULEHௐDQ\ௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐDYDLODEOHௐIRUௐXVHௐ
E\ௐHGXFDWLRQDOௐRUௐJRYHUQPHQWDOௐHQWLWLHV
2XUௐFRPPHUFLDOௐILQDQFLQJௐSDUWQHUௐ:HOOVௐ)DUJRௐKDVௐILQDQFLQJௐRSWLRQௐ
WKDWௐDUHௐDYDLODEOHௐIRUௐERWKௐHGXFDWLRQDOௐDQGௐJRYHUQPHQWDOௐDJHQFLHVௐ(
=*2ௐKDVௐDௐGHVLJQDWHGௐ:HOOVௐ)DUJRௐUHSUHVHQWDWLYHௐZKRௐZRUNVௐZLWKௐ
HQGௐFXVWRPHUVௐRQௐILQDQFLQJௐGRFXPHQWDWLRQௐSURFHVVHVௐDQGௐSURFHGXUHV
'HVFULEHௐDQ\ௐVWDQGDUGௐWUDQVDFWLRQௐGRFXPHQWVௐWKDWௐ\RXௐ
SURSRVHௐWRௐXVHௐLQௐFRQQHFWLRQௐZLWKௐDQௐDZDUGHGௐDJUHHPHQWௐ
RUGHUௐIRUPVௐWHUPVௐDQGௐFRQGLWLRQVௐVHUYLFHௐOHYHOௐ
DJUHHPHQWVௐHWFௐ8SORDGௐDOOௐWHPSODWHௐDJUHHPHQWVௐRUௐ
WUDQVDFWLRQௐGRFXPHQWVௐZKLFKௐPD\ௐEHௐSURSRVHGௐWRௐ
3DUWLFLSDWLQJௐ(QWLWLHV
$WௐWKHௐWLPHௐRIௐWUDQVDFWLRQௐGRFXPHQWVௐZHௐZLOOௐSURYLGHௐDQௐRUGHUௐIRUPௐ
VLPLODUௐRUௐHTXLYDOHQWௐWRௐWKHௐDWWDFKHGௐWKDWௐZLOOௐVKRZௐWKHௐVHOHFWHGௐJROIௐ
RUௐXWLOLW\ௐYHKLFOHௐZDUUDQW\ௐVWDWHPHQWௐIRUௐWKHௐJLYHQௐYHKLFOHௐFRQWUDFWௐ
LQIRUPDWLRQௐDQGௐVLJQDWXUHௐDXWKHQWLFDWLRQ
'Rௐ\RXௐDFFHSWௐWKHௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐ
SURFHVV"ௐ,IௐVRௐLVௐWKHUHௐDQ\ௐDGGLWLRQDOௐFRVWௐWRௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHVௐIRUௐXVLQJௐWKLVௐSURFHVV"
<HVௐZHௐGRௐDFFHSWௐ3FDUGௐSURFXUHPHQWௐSD\PHQWௐDWௐQRௐDGGLWLRQDOௐFRVWௐ
WRௐWKHௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐ7KHௐSDUWLFLSDWLQJௐHQWLW\ௐZLOOௐQHHGௐ
WRௐVWDWHௐWKH\ௐDUHௐXVLQJௐWKHௐ3FDUGௐSULRUௐWRௐSODFLQJௐWKHLUௐRUGHUௐWRௐ
HQVXUHௐFRUUHFWௐSD\PHQWௐLVௐPDUNHG
'HVFULEHௐ\RXUௐSULFLQJௐPRGHOௐHJௐOLQHLWHPௐGLVFRXQWVௐRUௐ
SURGXFWFDWHJRU\ௐGLVFRXQWVௐ3URYLGHௐGHWDLOHGௐSULFLQJௐGDWDௐ
LQFOXGLQJௐVWDQGDUGௐRUௐOLVWௐSULFLQJௐDQGௐWKHௐ6RXUFHZHOOௐ
GLVFRXQWHGௐSULFHௐRQௐDOOௐRIௐWKHௐLWHPVௐWKDWௐ\RXௐZDQWௐ
6RXUFHZHOOௐWRௐFRQVLGHUௐDVௐSDUWௐRIௐ\RXUௐ5)3ௐUHVSRQVHௐ,Iௐ
DSSOLFDEOHௐSURYLGHௐDௐ6.8ௐIRUௐHDFKௐLWHPௐLQௐ\RXUௐSURSRVDOௐ
8SORDGௐ\RXUௐSULFLQJௐPDWHULDOVௐLIௐDSSOLFDEOHௐLQௐWKHௐ
GRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH
2XUௐSULFLQJௐPRGHOௐKDVௐEHHQௐRXWOLQHGௐLQௐWKHௐGRFXPHQWVௐXSORDGௐ
VHFWLRQௐ
:HௐDUHௐSURSRVLQJௐDௐGLVFRXQWௐRIIௐOLVWௐSULFH0653ௐWKDWௐLVௐDௐQDWLRQDOௐ
SULFLQJௐVWUXFWXUHௐ$OOௐSULFLQJௐWRௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLVௐQRWௐ
WRௐH[FHHGௐ7KLVௐZLOOௐEHௐPRQLWRUHGௐDQGௐDXGLWHGௐWRௐHQVXUHௐFRPSOLDQFHௐ
ZLWKௐWKHௐSULFLQJௐVWUXFWXUH
4XDQWLI\ௐWKHௐSULFLQJௐGLVFRXQWௐUHSUHVHQWHGௐE\ௐWKHௐSULFLQJௐ
SURSRVDOௐLQௐWKLVௐUHVSRQVHௐ)RUௐH[DPSOHௐLIௐWKHௐSULFLQJௐLQௐ
\RXUௐUHVSRQVHௐUHSUHVHQWVௐDௐSHUFHQWDJHௐGLVFRXQWௐIURPௐ
0653ௐRUௐOLVWௐVWDWHௐWKHௐSHUFHQWDJHௐRUௐSHUFHQWDJHௐUDQJH
2XUௐSURSRVHGௐGLVFRXQWௐLVௐGLVFRXQWௐRIIௐOLVWௐSULFH0653ௐIRUௐERWKௐWKHௐ
EDVHௐYHKLFOHௐDQGௐDOOௐOLVWHGௐFRUUHVSRQGLQJௐDFFHVVRULHVௐ
7KLVௐGLVFRXQWௐLVௐDVௐIROORZHG
ௐ(=*2ௐ([SUHVVHVௐ(),ௐ*DVௐௐௐRIIௐ0653
ௐ(=*2ௐ([SUHVVHVௐ(/L7(ௐOLWKLXPௐ±ௐௐRIIௐ0653ௐ
ௐ(=*2ௐ/LEHUW\ௐ(/L7(ௐOLWKLXPௐ±ௐௐRIIௐ0653
ௐ(=*2ௐ/LEHUW\ௐ/69ௐ(/L7(ௐOLWKLXPௐ±ௐௐRIIௐ0653ௐௐௐ(=*2ௐ
5;9
Vௐ(),ௐ*DVௐௐௐRIIௐ0653
ௐ(=*2ௐ5;9¶Vௐ(/L7(ௐOLWKLXPௐ±ௐௐRIIௐ0653ௐ
ௐ(=*2ௐ9DORUVௐௐௐRIIௐ0653
ௐ&XVKPDQௐ6KXWWOHVௐ(),ௐ*DVௐௐௐRIIௐ0653
ௐ&XVKPDQௐ+DXOHUVௐ(),ௐ*DVௐௐௐRIIௐ0653
ௐ&XVKPDQௐ+DXOHUVௐ(/L7(ௐ(/L7(ௐOLWKLXPௐௐௐRIIௐ0653
ௐ&XVKPDQௐ6KXWWOHVௐ(/L7(ௐ/LWKLXPௐௐௐRIIௐ0653
ௐ&XVKPDQௐ7RXUௐ/69ௐ(/L7(ௐOLWKLXPௐ±ௐௐRIIௐ0653ௐ
ௐ&XVKPDQௐ+DXOHUௐ/69ௐ(/L7(ௐOLWKLXPௐ±ௐௐRIIௐ0653ௐ
ௐ&XVKPDQௐ,QGXVWULDOௐ9HKLFOHVௐ0LQXWHௐ0LVHUௐ6WRFNௐ&KDVHUௐ7XJௐ.ௐ
DQGௐ7LWDQௐ;'ௐௐ ௐ3DVVHQJHUௐௐௐRIIௐ0653
'HVFULEHௐDQ\ௐTXDQWLW\ௐRUௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHௐ
SURJUDPVௐWKDWௐ\RXௐRIIHU
2XUௐFRQWUDFWௐSULFLQJௐLVௐYHU\ௐFRPSHWLWLYHௐLQௐWKHௐPDUNHWSODFHௐ1Rௐ
DGGLWLRQDOௐUHEDWHௐSURJUDPௐZLOOௐEHௐRIIHUHGௐ
,QௐWKHௐFDVHௐRIௐDQௐRSSRUWXQLW\ௐZLWKௐKLJKHUௐTXDQWLWLHVௐRUௐFRPSHWLWLYHௐ
ODQGVFDSHௐZHௐZLOOௐWDNHௐDQௐDGGLWLRQDOௐGLVFRXQWௐSHUFHQWDJHௐLQWRௐ
FRQVLGHUDWLRQௐ7KLVௐZLOOௐEHௐFRQVLGHUHGௐRQௐDௐFDVHE\FDVHௐEDVLV
3URSRVHௐDௐPHWKRGௐRIௐIDFLOLWDWLQJௐ³VRXUFHG´ௐSURGXFWVௐRUௐ
UHODWHGௐVHUYLFHVௐZKLFKௐPD\ௐEHௐUHIHUUHGௐWRௐDVௐ³RSHQௐ
PDUNHW´ௐLWHPVௐRUௐQRQFRQWUDFWHGௐLWHPVௐ)RUௐH[DPSOHௐ\RXௐ
PD\ௐVXSSO\ௐVXFKௐLWHPVௐ³DWௐFRVW´ௐRUௐ³DWௐFRVWௐSOXVௐDௐ
SHUFHQWDJH´ௐRUௐ\RXௐPD\ௐVXSSO\ௐDௐTXRWHௐIRUௐHDFKௐVXFKௐ
UHTXHVW
$OOௐRXUௐEDVHௐYHKLFOHVௐDQGௐFRUUHVSRQGLQJௐOLVWHGௐDFFHVVRULHVௐZLOOௐKDYHௐ
DௐVHWௐGLVFRXQWௐRIIௐOLVWௐSULFH0653ௐ:HௐZLOOௐQRWௐEHௐVRXUFLQJௐRWKHUௐ
SURGXFWVௐWKDWௐZRXOGௐEHௐFRQVLGHUHGௐRUௐUHIHUUHGௐWRௐDVௐRSHQௐPDUNHWௐRUௐ
QRQVWDQGDUGௐRSWLRQV
,GHQWLI\ௐDQ\ௐHOHPHQWௐRIௐWKHௐWRWDOௐFRVWௐRIௐDFTXLVLWLRQௐWKDWௐLVௐ
127ௐLQFOXGHGௐLQௐWKHௐSULFLQJௐVXEPLWWHGௐZLWKௐ\RXUௐUHVSRQVHௐ
7KLVௐLQFOXGHVௐDOOௐDGGLWLRQDOௐFKDUJHVௐDVVRFLDWHGௐZLWKௐDௐ
SXUFKDVHௐWKDWௐDUHௐQRWௐGLUHFWO\ௐLGHQWLILHGௐDVௐIUHLJKWௐRUௐ
VKLSSLQJௐFKDUJHVௐ)RUௐH[DPSOHௐOLVWௐFRVWVௐIRUௐLWHPVௐOLNHௐSUH
GHOLYHU\ௐLQVSHFWLRQௐLQVWDOODWLRQௐVHWௐXSௐPDQGDWRU\ௐWUDLQLQJௐ
RUௐLQLWLDOௐLQVSHFWLRQௐ,GHQWLI\ௐDQ\ௐSDUWLHVௐWKDWௐLPSRVHௐVXFKௐ
FRVWVௐDQGௐWKHLUௐUHODWLRQVKLSௐWRௐWKHௐ3URSRVHU
7KHௐRQO\ௐLWHPௐWKDWௐZLOOௐEHௐOLVWHGௐDVௐ³RSHQௐPDUNHW´ௐZLOOௐEHௐORFDOௐ
GLVWULEXWRUGHDOHUௐSUHGHOLYHU\ௐLQVSHFWLRQௐVHWXSௐDQGௐORFDOௐGHOLYHU\ௐ7KLVௐ
UDWHௐLVௐGHWHUPLQHGௐE\ௐWKHௐGHDOHUGLVWULEXWRUௐDQGௐZLOOௐEHௐDGGHGௐWRௐWKHௐ
TXRWDWLRQௐSURYLGHGௐ7KHௐUDWHௐZLOOௐEHௐGHWHUPLQHGௐRQௐWKHௐH[WHQVLYHQHVVௐ
RIௐVHWXSGHOLYHU\ௐEXWௐZLOOௐEHௐIDLUௐDQGௐUHDVRQDEOH
,IௐIUHLJKWௐGHOLYHU\ௐRUௐVKLSSLQJௐLVௐDQௐDGGLWLRQDOௐFRVWௐWRௐWKHௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐGHVFULEHௐLQௐGHWDLOௐWKHௐ
FRPSOHWHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐSURJUDP
)UHLJKWௐSHUௐXQLWௐZLOOௐEHௐDQௐDGGLWLRQDOௐFRVWௐWRௐWKHௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLW\ௐ2XUௐIUHLJKWௐUDWHVௐDUHௐGHWHUPLQHGௐE\ௐWKHௐPRGHOௐRIௐ
WKHௐYHKLFOHௐDQGௐWKHௐVWDWHௐWKDWௐLWௐLVௐVKLSSLQJௐWRௐ
7KHௐFXUUHQWௐIUHLJKWௐPDWUL[ௐIRUௐWKHௐ8QLWHGௐ6WDWHVௐDQGௐ&DQDGDௐLVௐ
DWWDFKHGௐLQௐWKHௐGRFXPHQWVௐVHFWLRQௐIRUௐIXUWKHUௐUHYLHZ
Bid Number: RFP 091024 Vendor Name: Jacobsen
6SHFLILFDOO\ௐGHVFULEHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐWHUPVௐRUௐ
SURJUDPVௐDYDLODEOHௐIRUௐ$ODVNDௐ+DZDLLௐ&DQDGDௐRUௐDQ\ௐ
RIIVKRUHௐGHOLYHU\
7KHௐSXEOLVKHGௐIUHLJKWௐUDWHௐIRUௐHDFKௐPRGHOௐDQGௐSURYLGHQFHௐLQௐ&DQDGDௐ
KDYHௐEHHQௐDWWDFKHGௐLQௐWKHௐGRFXPHQWVௐVHFWLRQௐ
2XUௐIUHLJKWௐUDWHVௐIRUௐ$ODVNDௐDQGௐ+DZDLLௐDUHௐVHSDUDWHௐIUHLJKWௐTXRWHVௐ
IURPௐWKLUGSDUW\ௐORJLVWLFௐYHQGRUVௐ'XULQJௐWKHௐTXRWDWLRQௐSURFHVVௐWKHௐ
UDWHௐZLOOௐEHௐSURYLGHGௐDQGௐVKLSPHQWௐZLOOௐEHௐDUUDQJHGௐWRௐWKHௐILQDOௐ
GHVWLQDWLRQௐ3OHDVHௐQRWHௐRXUௐGLVWULEXWRUGHDOHUௐSUHVHQFHௐLQௐ$ODVNDௐLVௐ
OLPLWHG
'HVFULEHௐDQ\ௐXQLTXHௐGLVWULEXWLRQௐDQGRUௐGHOLYHU\ௐPHWKRGVௐRUௐ
RSWLRQVௐRIIHUHGௐLQௐ\RXUௐSURSRVDO
7KHௐSXEOLVKHGௐIUHLJKWௐUDWHௐPDWUL[ௐDWWDFKHGௐLQௐWKHௐGRFXPHQWௐVHFWLRQௐLVௐ
ZKDWௐZHௐSULPDULO\ௐZRUNௐRIIௐ)RUௐDOOௐVKLSPHQWVௐWRௐRWKHUௐFRXQWULHVௐ
RXWVLGHௐRIௐ&DQDGDௐZHௐFDQௐDUUDQJHௐVKLSPHQWௐWRௐDௐIUHLJKWௐIRUZDUGHUௐ
LQௐWKHௐ8QLWHGௐ6WDHVௐ$WௐWKHௐSRLQWௐRIௐSLFNXSௐIURPௐWKHௐIUHLJKWௐIRUZDUGHUௐ
WKHௐFXVWRPHUௐZLOOௐEHௐLQYRLFHGௐIRUௐWKHௐSURGXFWௐSXUFKDVHVௐDQGௐDQ\ௐ
GDPDJHVௐZRXOGௐEHௐDWௐWKHௐFXVWRPHU¶VௐH[SHQVH
6SHFLILFDOO\ௐGHVFULEHௐDQ\ௐVHOIDXGLWௐSURFHVVௐRUௐSURJUDPௐWKDWௐ
\RXௐSODQௐWRௐHPSOR\ௐWRௐYHULI\ௐFRPSOLDQFHௐZLWKௐ\RXUௐ
SURSRVHGௐDJUHHPHQWௐZLWKௐ6RXUFHZHOOௐ7KLVௐSURFHVVௐLQFOXGHVௐ
HQVXULQJௐWKDWௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐREWDLQௐWKHௐ
SURSHUௐSULFLQJ
$VௐFXUUHQWௐFRQWUDFWௐKROGHUVௐZHௐZLOOௐFRQWLQXHௐWRௐVHQGௐRYHUௐRXUௐ
TXDUWHUO\ௐVDOHVௐUHSRUWLQJௐWRௐ6RXUFHZHOOௐZLWKௐDOOௐGHWDLOVௐVSHFLILHGௐ7KLVௐ
ZLOOௐEHௐVHQWௐIURPௐRXUௐLQWHUQDOௐSRLQWRIFRQWDFWௐDIWHUௐUHYLHZLQJௐDOOௐ
GRFXPHQWVௐVXEPLWWHGௐDQGௐYHULI\LQJௐHDFKௐVDOHௐ
7RௐHQVXUHௐFRPSOLDQFHௐLVௐPHWௐIRUௐDOOௐ6RXUFHZHOOௐFXVWRPHUௐVDOHVௐZHௐ
UXQௐDOOௐVDOHVௐWKURXJKௐVHYHUDOௐFKHFNSRLQWVௐWRௐHQVXUHௐSULFLQJௐLVௐLQௐ
DOLJQPHQWௐZLWKௐFRQWUDFWௐVSHFLILFDWLRQVௐ$WௐWKHௐWLPHௐRIௐRUGHULQJௐWKHௐ
RUGHUௐLVௐNH\HGௐLQWHUQDOO\ௐZLWKௐRXUௐ6$3ௐSURGXFWLRQௐV\VWHPௐDQGௐ
VSHFLILHGௐDVௐDௐ³6RXUFHZHOO´ௐFRQWUDFWௐVDOHVௐ2QFHௐFRPSOHWHGௐWKLVௐ
RUGHUௐZLOOௐEHௐWLHGௐWRௐDௐVDOHVௐRUGHUௐQXPEHUௐDQGௐDௐVHULDOௐQXPEHUVௐ
ZLWKLQௐ6$3ௐDQGௐ6DOHVIRUFHௐWRௐHQVXUHௐHDV\ௐDFFHVVௐWRௐHDFKௐRUGHUௐ
'HWDLOVௐWLHGௐWRௐWKLVௐRUGHUௐLQFOXGHௐWKHௐFXVWRPHU¶VௐQDPHௐELOOWRௐDQGௐ
VKLSWRௐDGGUHVVHVௐ6RXUFHZHOOௐPHPEHUௐQXPEHUௐGROODUௐDPRXQWௐRIௐWKHௐ
VDOHௐFXVWRPHUௐSXUFKDVHௐRUGHUௐQXPEHUௐDௐFRS\ௐRIௐWKHௐTXRWHௐ
VKLSPHQWௐLQIRUPDWLRQௐDQGௐILQDOௐSURRIௐRIௐGHOLYHU\ௐ6KRXOGௐDQ\ௐIXUWKHUௐ
LQIRUPDWLRQௐRUௐRUGHUௐGHWDLOVௐEHௐQHHGHGௐE\ௐ6RXUFHZHOOௐZHௐDUHௐDEOHௐ
WRௐSURYLGH
,Iௐ\RXௐDUHௐDZDUGHGௐDQௐDJUHHPHQWௐSURYLGHௐDௐIHZௐH[DPSOHVௐ
RIௐLQWHUQDOௐPHWULFVௐWKDWௐZLOOௐEHௐWUDFNHGௐWRௐPHDVXUHௐZKHWKHUௐ
\RXௐDUHௐKDYLQJௐVXFFHVVௐZLWKௐWKHௐDJUHHPHQW
7RௐHQVXUHௐZHௐKDYHௐVXFFHVVௐZLWKௐWKHௐ6RXUFHZHOOௐFRQWUDFWௐZHௐZRXOGௐ
PRQLWRUௐWKHௐIROORZLQJௐLQWHUQDOௐPHWULFVௐ6DOHVௐ9ROXPHௐ0RGHOௐ7\SHVௐ
6ROGௐ6XEFDWHJRU\ௐRIௐ6RXUFHZHOOௐFXVWRPHUௐVROGWRௐLHௐ.ௐ+LJKHUௐ
(GXFDWLRQௐHWFௐDQGௐ6DOHVௐ9HORFLW\ௐ
&XUUHQWO\ௐZHௐFRPSOHWHௐLQWHUQDOௐDXGLWVௐZLWKௐRXUௐ6RXUFHZHOOௐFRQWUDFWௐWRௐ
HQVXUHௐZHௐDUHௐPHHWLQJௐWKHௐVDOHVௐJRDOVௐVHWௐDWௐWKHௐEHJLQQLQJௐRIௐHDFKௐ
\HDU
3URYLGHௐDௐSURSRVHGௐ$GPLQLVWUDWLRQௐ)HHௐSD\DEOHௐWRௐ
6RXUFHZHOOௐ7KHௐ)HHௐLVௐLQௐFRQVLGHUDWLRQௐIRUௐWKHௐVXSSRUWௐ
DQGௐVHUYLFHVௐSURYLGHGௐE\ௐ6RXUFHZHOOௐ7KHௐSURSRVHௐDQௐ
$GPLQLVWUDWLYHௐ)HHௐZLOOௐEHௐSD\DEOHௐWRௐ6RXUFHZHOOௐRQௐDOOௐ
FRPSOHWHGௐWUDQVDFWLRQVௐWRௐ3DUWLFLSDWLQJௐ(QWLWLHVௐXWLOL]LQJௐWKLVௐ
$JUHHPHQWௐ7KHௐ$GPLQLVWUDWLYHௐ)HHௐZLOOௐEHௐFDOFXODWHGௐDVௐDௐ
VWDWHGௐSHUFHQWDJHௐRUௐIODWௐIHHௐDVௐPD\ௐEHௐDSSOLFDEOHௐRIௐDOOௐ
FRPSOHWHGௐWUDQVDFWLRQVௐXWLOL]LQJௐWKLVௐ0DVWHUௐ$JUHHPHQWௐ
ZLWKLQௐWKHௐSUHFHGLQJௐ5HSRUWLQJௐ3HULRGௐGHILQHGௐLQௐWKHௐ
DJUHHPHQW
7H[WURQௐ(=*2ௐ//&ௐSURSRVHVௐDௐௐDGPLQLVWUDWLYHௐIHHௐRQௐVDOHVௐ
XWLOL]LQJௐWKHௐ6RXUFHZHOOௐ&RQWUDFW
7DEOH3ULFLQJ2IIHUHG
/LQH
,WHP 7KH3ULFLQJ2IIHUHGLQWKLV3URSRVDOLV
&RPPHQWV
7KHSULFLQJRIIHUHGLVDVJRRGDVRUEHWWHUWKDQSULFLQJW\SLFDOO\RIIHUHGWKURXJKH[LVWLQJFRRSHUDWLYHFRQWUDFWVVWDWH
FRQWUDFWVRUDJHQFLHV
7KHௐSULFLQJௐSURSRVHGௐIRUௐWKHௐ
6RXUFHZHOOௐFRQWUDFWௐLVௐDVௐ
JRRGௐDVௐSULFLQJௐRIIHUHGௐWRௐ
RWKHUௐFRRSHUDWLYHVௐDQGௐVWDWHௐ
FRQWUDFWV
Bid Number: RFP 091024 Vendor Name: Jacobsen
7DEOH$'HSWKDQG%UHDGWKRI2IIHUHG6ROXWLRQV3RLQWV
/LQH
,WHP 4XHVWLRQ 5HVSRQVH
3URYLGHௐDௐGHWDLOHGௐGHVFULSWLRQௐRIௐDOOௐWKHௐ
6ROXWLRQVௐRIIHUHGௐLQFOXGLQJௐXVHGௐRIIHUHGௐLQௐ
WKHௐSURSRVDO
:HௐZLOOௐEHௐRIIHULQJௐJROIௐFDUVௐXWLOLW\ௐYHKLFOHVௐORZVSHHGௐYHKLFOHVௐSHUVRQDOௐ
WUDQVSRUWDWLRQௐYHKLFOHVௐEHYHUDJHௐYHKLFOHVௐDQGௐLQGXVWULDOௐYHKLFOHVௐ$OOௐPRGHOVௐOLVWHGௐ
XQGHUௐERWKௐWKHௐ(=*2ௐDQGௐ&XVKPDQௐEUDQGVௐZLOOௐEHௐDYDLODEOHௐWRௐ6RXUFHZHOOௐ
FXVWRPHUVௐ
7KHௐEHORZௐOLQNVௐZLOOௐLQFOXGHௐIXUWKHUௐLQIRUPDWLRQௐDQGௐVSHFLILFDWLRQVௐRQௐWKHௐIXOOௐSURGXFWௐ
RIIHULQJVௐIRUௐ(=*2ௐDQGௐ&XVKPDQௐ
KWWSVZZZFXVKPDQW[WVYFRP
KWWSVZZZH]JRW[WVYFRP
:LWKLQௐWKLVௐ5)3ௐFDWHJRU\ௐWKHUHௐPD\ௐEHௐ
VXEFDWHJRULHVௐRIௐVROXWLRQVௐ/LVWௐVXEFDWHJRU\ௐ
WLWOHVௐWKDWௐEHVWௐGHVFULEHௐ\RXUௐSURGXFWVௐDQGௐ
VHUYLFHV
:LWKௐRXUௐH[WHQVLYHௐRIIHULQJVௐRIௐ&XVWRPௐ6ROXWLRQVௐZHௐFDQௐUHFRQILJXUHௐRXUௐJROIௐFDUௐ
DQGௐXWLOLW\ௐSODWIRUPVௐWRௐPHHWௐFXVWRPHUௐQHHGVௐ7KHௐIROORZLQJௐVXEFDWHJRULHVௐFRYHUௐPRVWௐ
RIIHULQJVௐJROIௐFRXUVHௐFDUWVௐXWLOLW\ௐYHKLFOHVௐXWLOLW\ௐWDVNௐYHKLFOHVௐSDVVHQJHUௐVKXWWOHVௐ
EXUGHQௐFDUULHUVௐ(06ௐDPEXODQFHௐFDUWVௐ$'$ௐZKHHOFKDLUௐFDUWVௐZHOGLQJௐYHKLFOHVௐ
WXJJHUVௐSDUNLQJௐHQIRUFHPHQWௐFDUVௐVHFXULW\ௐFDUVௐSDUWVௐSLFNHUVௐIRRGௐDQGௐEHYHUDJHௐ
VROXWLRQVௐUDQJHௐSLFNHUVௐFDPSXVௐYHKLFOHV
ௐ
2XUௐ&XVWRPௐ6ROXWLRQVௐWHDPVௐDUHௐDEOHௐWRௐDGGௐDGGLWLRQDOௐIHDWXUHVௐWRௐWKHVHௐ
VXEFDWHJRULHVௐWRௐLQFOXGHௐVDIHW\ௐIHDWXUHVௐVXFKௐDVௐVWUREHௐOLJKWVௐSHGHVWULDQௐZDUQLQJௐ
OLJKWVௐPRXQWHGௐILUHௐH[WLQJXLVKHUVௐ3$ௐV\VWHPVௐHWF
,GHQWLI\ௐWKHௐHQJLQHௐW\SHVௐDYDLODEOHௐIRUௐ\RXUௐ
SURGXFWVௐHJௐJDVROLQHௐGLHVHOௐ&1*ௐ
SURSDQHௐK\EULGௐHOHFWULFௐHWF
2XUௐHQJLQHௐW\SHVௐFXUUHQWO\ௐDYDLODEOHௐLQFOXGHௐHOHFWULFௐDQGௐJDVROLQH
7DEOH%'HSWKDQG%UHDGWKRI2IIHUHG6ROXWLRQV
,QGLFDWHEHORZLIWKHOLVWHGW\SHVRUFODVVHVRI6ROXWLRQVDUHRIIHUHGZLWKLQ\RXUSURSRVDO3URYLGHDGGLWLRQDOFRPPHQWVLQWKHWH[WER[
SURYLGHGDVQHFHVVDU\
/LQH,WHP &DWHJRU\RU7\SH 2IIHUHG
&RPPHQWV
8WLOLW\ௐYHKLFOHVௐWDVNௐYHKLFOHVௐFDUJRௐTXDGௐF\FOHVௐ
FDUJRௐWULௐF\FOHVௐௐௐJROIௐFDUWVௐORZVSHHGௐYHKLFOHVௐ
/69
<HV
1R
&XVKPDQௐ6KXWWOHVௐ&XVKPDQௐ+DXOHUVௐ
&XVKPDQௐ/69Vௐ(=*2ௐ([SUHVVHVௐ(
=*2ௐ([SUHVVHVௐ(=*2ௐ/69Vௐ(=
*2ௐ5;9ௐ(=*2ௐ9DORUௐ(=*2ௐ
/LEHUW\
3DUNLQJௐHQIRUFHPHQWௐSDWUROௐDQGௐ(06ௐVROXWLRQV <HV
1R
3DUNLQJௐ(QIRUFHPHQWௐ&XVKPDQௐ+DXOHUௐ
ZLWKௐRSWLRQDOௐIXOO\HQFORVHGௐFDEௐ
3DWUROௐDQGௐ(06ௐ6ROXWLRQVௐ&XVWRPௐ
6ROXWLRQௐSDFNDJHௐDYDLODEOHௐIRUௐWKHௐ
&XVKPDQௐ6KXWWOHௐௐPRGHOௐDQGௐ7LWDQௐ
;'ௐPRGHO
3DVVHQJHUௐVKXWWOHVௐEXUGHQௐFDUULHUVௐWRZௐWUDFWRUVௐ
EDJJDJHௐWUXFNV
<HV
1R
3DVVHQJHUௐ6KXWWOHVௐ&XVKPDQௐ
6KXWWOHVௐ(=*2ௐ([SUHVVHVௐ
%XUGHQௐ&DUULHUVௐ&XVKPDQௐ,QGXVWULDOௐ
7LWDQௐ;'
6LGH±E\VLGHVௐDOOWHUUDLQௐYHKLFOHVௐ$79ௐ
VQRZPRELOHVௐPRWRUF\FOHVௐSHUVRQDOௐZDWHUFUDIWௐ
DPSKLELRXVௐYHKLFOHVௐDXWRQRPRXVௐYHKLFOHV
<HV
1R
1RWௐ$SSOLFDEOH
)RRGௐDQGௐEHYHUDJHௐVROXWLRQVௐDWKOHWLFௐDQGௐFDPSXV
XVHௐYHKLFOHV
<HV
1R
)RRGௐDQGௐ%HYHUDJHௐ6ROXWLRQVௐ
&XVKPDQௐ5HIUHVKHUௐPRGHOVௐ
$WKOHWLFௐDQGௐ&DPSXV8VHௐ9HKLFOHVௐ$OOௐ
&XVKPDQௐDQGௐ(=*2ௐPRGHOV
Bid Number: RFP 091024 Vendor Name: Jacobsen
Bid Number: RFP 091024 Vendor Name: Jacobsen
Exceptions to Terms, Conditions, or Specifications Form
Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been
incorporated into the contract text.
Documents
Ensure your submission document(s) conforms to the following:
1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.
2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to
ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by
Sourcewell.
3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.
4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the
zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding
to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan."
Pricing - MY25 MSRP Price Pages - Sourcewell.pdf - Wednesday September 04, 2024 22:53:52
Financial Strength and Stability - Textron 10K [Reduced] & Explanation Letter - Financial Statements.zip - Thursday September 05,
2024 08:44:31
Marketing Plan/Samples - Cushman Tri-Fold Brochure Example.pdf - Wednesday September 04, 2024 22:50:01
WMBE/MBE/SBE or Related Certificates (optional)
Standard Transaction Document Samples - Sourcewell Order Form Examples.zip - Thursday September 05, 2024 22:58:21
Requested Exceptions - Sourcewell RFP Redlines E-Z-GO.pdf - Monday September 09, 2024 12:19:43
Upload Additional Document - 2023 TSV Sustainability Report.pdf - Wednesday September 04, 2024 22:49:37
Additional Document - E-Z-GO and Cushman Freight_Rates - Updated JAN24.pdf - Thursday September 05, 2024 13:53:11
$GGHQGD7HUPVDQG&RQGLWLRQV
352326(5$)),'$9,72)&203/,$1&(
,FHUWLI\WKDW,DPDQDXWKRUL]HGUHSUHVHQWDWLYHRI3URSRVHUDQGKDYHDXWKRULW\WRVXEPLWWKHIRUHJRLQJ3URSRVDO
7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRGVWDQGLQJLQWKH
MXULVGLFWLRQRILWVUHVLGHQFH
7KH3URSRVHUZDUUDQWVWKDWWKHLQIRUPDWLRQSURYLGHGLQWKLV3URSRVDOLVWUXHFRUUHFWDQGUHOLDEOHIRUSXUSRVHVRIHYDOXDWLRQIRU
DZDUG
7KH3URSRVHUFHUWLILHVWKDW
7KHSULFHVLQWKLV3URSRVDOKDYHEHHQDUULYHGDWLQGHSHQGHQWO\ZLWKRXWIRUWKHSXUSRVHRIUHVWULFWLQJFRPSHWLWLRQDQ\
FRQVXOWDWLRQFRPPXQLFDWLRQRUDJUHHPHQWZLWKDQ\RWKHU3URSRVHURUFRPSHWLWRUUHODWLQJWR
L7KRVHSULFHV
LL7KHLQWHQWLRQWRVXEPLWDQRIIHURU
LLL7KHPHWKRGVRUIDFWRUVXVHGWRFDOFXODWHWKHSULFHVRIIHUHG
7KHSULFHVLQWKLV3URSRVDOKDYHQRWEHHQDQGZLOOQRWEHNQRZLQJO\GLVFORVHGE\WKH3URSRVHUGLUHFWO\RULQGLUHFWO\WRDQ\RWKHU
3URSRVHURUFRPSHWLWRUEHIRUHDZDUGXQOHVVRWKHUZLVHUHTXLUHGE\ODZDQG
1RDWWHPSWKDVEHHQPDGHRUZLOOEHPDGHE\3URSRVHUWRLQGXFHDQ\RWKHUFRQFHUQWRVXEPLWRUQRWWRVXEPLWD3URSRVDOIRUWKH
SXUSRVHRIUHVWULFWLQJFRPSHWLWLRQ
7RWKHEHVWRILWVNQRZOHGJHDQGEHOLHIDQGH[FHSWDVRWKHUZLVHGLVFORVHGLQWKH3URSRVDOWKHUHDUHQRUHOHYDQWIDFWVRU
FLUFXPVWDQFHVZKLFKFRXOGJLYHULVHWRDQRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVW$QRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVWLVFUHDWHGZKHQD
FXUUHQWRUSURVSHFWLYHVXSSOLHULVXQDEOHWRUHQGHULPSDUWLDOVHUYLFHWR6RXUFHZHOOGXHWRWKHVXSSOLHU¶VDFUHDWLRQRIHYDOXDWLRQFULWHULD
GXULQJSHUIRUPDQFHRIDSULRUDJUHHPHQWZKLFKSRWHQWLDOO\LQIOXHQFHVIXWXUHFRPSHWLWLYHRSSRUWXQLWLHVWRLWVIDYRUEDFFHVVWRQRQSXEOLF
DQGPDWHULDOLQIRUPDWLRQWKDWPD\SURYLGHIRUDFRPSHWLWLYHDGYDQWDJHLQDODWHUSURFXUHPHQWFRPSHWLWLRQFLPSDLUHGREMHFWLYLW\LQ
SURYLGLQJDGYLFHWR6RXUFHZHOO
3URSRVHUZLOOSURYLGHWR6RXUFHZHOO3DUWLFLSDWLQJ(QWLWLHV6ROXWLRQVLQDFFRUGDQFHZLWKWKHWHUPVFRQGLWLRQVDQGVFRSHRIDUHVXOWLQJ
PDVWHUDJUHHPHQW
7KH3URSRVHUSRVVHVVHVRUZLOOSRVVHVVDOODSSOLFDEOHOLFHQVHVRUFHUWLILFDWLRQVQHFHVVDU\WRGHOLYHU6ROXWLRQVXQGHUDQ\UHVXOWLQJ
PDVWHUDJUHHPHQW
7KH3URSRVHUZLOOFRPSO\ZLWKDOODSSOLFDEOHSURYLVLRQVRIIHGHUDOVWDWHDQGORFDOODZVUHJXODWLRQVUXOHVDQGRUGHUV
3URSRVHULWVHPSOR\HHVDJHQWVDQGVXEFRQWUDFWRUVDUHQRW
,QFOXGHGRQWKH³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURORIWKH
8QLWHG6WDWHV'HSDUWPHQWRIWKH7UHDVXU\IRXQGDWKWWSVZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI
,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW
KWWSVVDPJRY6$0RU
3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHGE\WKH
6WDWHRI0LQQHVRWDWKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWDVDSSOLFDEOHRUDQ\3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWV
WKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVHUHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ
%\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶V$IILGDYLWKDYHWKHOHJDODXWKRULW\WRVXEPLWWKLV
3URSRVDORQEHKDOIRIWKH3URSRVHUDQGWKDWWKLVHOHFWURQLFDFNQRZOHGJPHQWKDVWKHVDPHOHJDOHIIHFWYDOLGLW\DQGHQIRUFHDELOLW\DVLI,
KDGKDQGVLJQHGWKH3URSRVDO7KLVVLJQDWXUHZLOOQRWEHGHQLHGVXFKOHJDOHIIHFWYDOLGLW\RUHQIRUFHDELOLW\VROHO\EHFDXVHDQHOHFWURQLF
VLJQDWXUHRUHOHFWURQLFUHFRUGZDVXVHGLQLWVIRUPDWLRQ5RFFR6LFD9LFH3UHVLGHQW*HQHUDO&RXQVHO7H[WURQ(=*2//&
Bid Number: RFP 091024 Vendor Name: Jacobsen
7KH3URSRVHUGHFODUHVWKDWWKHUHLVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWUHODWLQJWRWKHSUHSDUDWLRQRILWVVXEPLVVLRQDQGRUWKH
3URSRVHUIRUHVHHVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWLQSHUIRUPLQJWKHREOLJDWLRQVFRQWHPSODWHGLQWKHVROLFLWDWLRQSURSRVDO
<HV1R
7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW
&KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXPEHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD
)LOH1DPH
,KDYHUHYLHZHGWKH
EHORZDGGHQGXPDQG
DWWDFKPHQWVLI
DSSOLFDEOH
3DJHV
$GGHQGXP8WLOLW\7UDQVSRUW*ROI9HKLFOHV5)3
:HG$XJXVW30
$GGHQGXP8WLOLW\7UDQVSRUW*ROI9HKLFOHV5)3
7XH$XJXVW30
$GGHQGXP8WLOLW\7UDQVSRUW*ROI9HKLFOHV5)3
:HG-XO\$0
Bid Number: RFP 091024 Vendor Name: Jacobsen