HomeMy WebLinkAboutContract 2022-059ADocuSign Envelope ID:4280571C-BD6E-40C1-8318-C31AOD1F6141
AGREEMENT NO. 2022-059 FOR
EQUIPMENT RENTAL AND RELATED SERVICES
THIS AGREEMENT, is made and entered into this 20 day of July
2022, by and between the CITY OF CLERMONT, FLORIDA, a municipal corporation
under the laws of the State of Florida whose address is: 685 W. Montrose Street, Clermont,
Florida, (hereinafter referred to as "CITY"), and RING POWER CORPORATION d/b/a RING
POWER LIFT TRUCKS, whose address is: 803 W. Taft Vineland Rd, Orlando, FL 32824,
(hereinafter referred to as "CONTRACTOR").
WHEREAS, Sourcewell through the public procurement process awarded an Agreement
for equipment rental and related services Sourcewell Contract Number 062320-CAT;
WHEREAS, CITY desires to utilize the above -referenced awarded bid, CONTRACTOR's
response thereto and Agreement in accordance with CITY's procurement policy; and
WHEREAS, CONTRACTOR desires to enter into a contract with CITY based on the terms
and conditions of the Sourcewell Contract Number 062320-CAT;
WITNESSETH: That the parties hereto, for the consideration hereinafter set forth,
mutually agree as follows:
ARTICLE 1— SCOPE OF WORK
The CONTRACTOR shall furnish equipment rental and related services as described in
the Sourcewell Contract Number 062320-CAT, which is attached hereto and incorporated
herein as Exhibit "A" and shall perform everything required by this Agreement and the
other exhibits attached hereto. Provided, however, that nothing herein shall require CITY
to purchase or acquire any items or services from CONTRACTOR that is not specified in
the CITY's purchase order. To the extent of a conflict between this Agreement and Exhibit
"A", the terms and conditions of this Agreement shall prevail and govern. In all instances
the CITY purchasing policy, resolutions and ordinances shall apply.
ARTICLE 2 — THE CONTRACT SUM
CITY shall pay CONTRACTOR, for the faithful performance of the Agreement as set forth
in the Agreement documents and the Unit Price Schedule as set forth in Exhibit "B",
attached hereto and incorporated herein.
ARTICLE 3 — TERM AND TERMINATION
3.1. This Agreement is to become effective upon execution by both parties, and shall
remain in effect until August 27, 2024 unless terminated or renewed by Sourcewell.
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3.2. Notwithstanding any other provision of this Agreement, CITY may, upon written
notice to CONTRACTOR, terminate this Agreement: a) without cause and for
CITY's convenience upon thirty (30) days written notice to CONTRACTOR b) if
CONTRACTOR is adjudged to be bankrupt; c) if CONTRACTOR makes a general
assignment for the benefit of its creditors; d) CONTRACTOR fails to comply with
any of the conditions of provisions of this Agreement; or e) CONTRACTOR is
experiencing a labor dispute, which threatens to have a substantial, adverse impact
upon the performance of this Agreement, without prejudice to any other right or
remedy CITY may have under this Agreement. In the event of such termination,
CITY shall be liable only for the payment of all unpaid charges, determined in
accordance with the provisions of this Agreement, for work, properly performed
and accepted prior to the effective date of termination.
3.3. Upon mutual Agreement of the parties, this Agreement may be renewed for one (1)
additional one year term.
ARTICLE 4 — PROVISION OF SERVICES AND COMPLETION OF WORK
4.1. The CONTRACTOR shall only provide to CITY equipment rental and related
services upon receipt of an authorized order from CITY and shall provide the
requested items in the timeframe and as set forth in Sourcewell Contract Number
062320-CAT or in the specific purchase order or authorized order submitted by
CITY. Nothing herein shall obligate CITY to purchase any specific amount of
product from CONTRACTOR or create an exclusive purchase agreement between
CITY and CONTRACTOR. CITY shall not be obligated or required to pay for any
items received until such time as CITY has accepted the items in accordance with
the order provided to CONTRACTOR.
4.2. CONTRACTOR, upon receipt of an order hereunder, shall immediately notify
CITY if it has an issue or question related to the fulfillment of the order or whether
there will be any delay in providing the items requested. Upon receipt of
notification of the delay, CITY may at its sole option cancel the order and seek the
items from any available source.
4.3. It is expressly understood and agreed that the passing, approval and/or acceptance
of any gasoline, diesel, kerosene, LP gas and bio-diesel herein by CITY or by any
agent or representative as in compliance with the terms of this Contract shall not
operate as a waiver by the CITY of strict compliance with the terms of this Contract
and the CITY may require the CONTRACTOR replace the accepted gasoline,
diesel, kerosene, LP gas and bio-diesel so as to comply with the warranties and
specifications hereof.
4.4. COMPANY specifically acknowledges that this Contract does not bind or obligate
CITY to purchase any minimum quantity of product during the term hereof.
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ARTICLE 5 — PAYMENTS
In accordance with the provisions fully set forth in the Contract Documents,
CONTRACTOR shall submit an invoice to CITY upon completion of the services and
delivery of products to CITY as set forth in the applicable purchase order. CITY shall make
payment to the CONTRACTOR for all accepted deliveries and undisputed product
delivered and services provided, within thirty (30) calendar days of receipt of the invoice.
ARTICLE 6 — DISPUTE RESOLUTION - MEDIATION
6.1. Any claim, dispute or other matter in question arising out of or related to this
Agreement shall be subject to mediation as a condition precedent to the institution
of legal or equitable proceedings by either party.
6.2. The CITY and CONTRACTOR shall endeavor to resolve claims, disputes and
other matters in question between them by mediation.
6.3 The parties shall share the mediator's fee and any filing fees equally. The mediation
shall be held in Clermont, Lake County, Florida, unless another location is mutually
agreed upon. Agreements reached in mediation shall be enforceable as settlement
Agreements in any court having jurisdiction thereof.
ARTICLE 7 — INSURANCE AND INDEMNIFICATION RIDER
7.1. Worker's Compensation Insurance — The CONTRACTOR shall take out and
maintain during the life of this Agreement, Worker's Compensation Insurance for
all its employees connected with the work of this Project and, in case any work is
sublet, the CONTRACTOR shall require the subCONTRACTOR similarly to
provide Worker's Compensation Insurance for all of the subCONTRACTOR
employees unless such employees are covered by the protection afforded by the
CONTRACTOR. Such insurance shall comply with the Florida Worker's
Compensation Law. In case any class of employees engaged in hazardous work
under this Agreement at the site of the Project is not protected under the Worker's
Compensation statute, the CONTRACTOR shall provide adequate insurance,
satisfactory to the CITY, for the protection of employees not otherwise protected.
7.2. CONTRACTOR's Commercial Excess General Liabilitv Insurance — The
CONTRACTOR shall take out and maintain during the life of this Agreement,
Commercial Excess General Liability and Business Automobile Liability Insurance
as shall protect it from claims for damage for personal injury, including accidental
death, as well as claims for property damages which may arise from operating under
this Agreement whether such operations are by itself or by anyone directly or
indirectly employed by it, and the amount of such insurance shall be as follows:
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(a) CONTRACTOR's Commercial Excess General Liability, $1,000,000 Each,
($2,000,000 aggregate). Liability Coverages, Bodily Injury Occurrence, &
Property Damage Combined Single Limit
(b) Automobile Liability Coverages, $1,000,000 Each, Bodily Injury &
Property Damage Occurrence, Combined Single Limit
(c) Umbrella Form $2,000,000 Each Occurrence, Combined Single Limit
CONTRACTOR employs a risk management and insurance program that
incorporates a self -insured retention or deductibles. For General Liability, the self -
insured retention is $3M per occurrence. For Automobile Liability, the deductible
is $3M per occurrence. For Workers Compensation, the deductible is $1M per
occurrence. The CITY understands and accepts that CONTRACTOR will meet the
requirements of this Agreement, through its combined self-insurance / insurance
risk management program. Upon execution of the Agreement, CONTRACTOR
shall furnish to CITY a certificate of insurance evidencing such coverage. For
General Liability, CONTRACTOR'S self -insured retention is the primary line of
coverage; it will never expire.
Insurance clause for both BODILY INJURY AND PROPERTY DAMAGE shall
be amended to provide coverage on an occurrence basis.
7.3. Indemnification Rider
(a) To the fullest extent permitted by law, the CONTRACTOR shall indemnify
and hold harmless the CITY and its employees from and against all claims,
damages, losses and expenses, including but not limited to reasonable
attorney's fees, directly resulting from its performance of the Work, but only
to the extent that any such claim, damage, loss or expense (1) is attributable
to bodily injury, sickness, disease or death, or to injury to or destruction of
tangible property (other than the Work itself) , and (2) is caused by a
negligent act or omission of the CONTRACTOR, or anyone directly
employed by them or anyone for whose acts Contractor may be liable,. Such
obligation shall not be construed to negate, abridge, or otherwise reduce any
other right to obligation of indemnity which would otherwise exist as to any
party or person described in this Article; however, this indemnification does
not include the acts of negligence, damage or losses caused by the CITY
and its other contractors.
(b) In any and all claims against the CITY or any of its agents or employees by
any employee of the CONTRACTOR, any subcontractor, anyone directly
or indirectly employed by any of them or anyone for whose acts any of them
may be liable, the indemnification obligations under this Paragraph shall
not be limited in any way by any limitation on the amount or type of
damages, compensation or benefits payable by or for the CONTRACTOR
or any subcontractor under workers' or workmen's compensation acts,
disability benefit acts or other employee benefit acts.
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(c) The CONTRACTOR hereby acknowledges receipt of ten dollars and other
good and valuable consideration from the CITY for the indemnification
provided herein.
(d) IN NO EVENT SHALL CONTRACTOR BE LIABLE FOR ANY
SPECIAL, INCIDENTAL, PUNITIVE OR CONSEQUENTIAL
DAMAGES OF ANY KIND IN CONNECTION WITH THIS
AGREEMENT, EVEN IF CONTRACTOR HAS BEEN INFORMED IN
ADVANCE OF THE POSSIBILITY OF SUCH DAMAGES.
ARTICLE 8 — NOTICES
All notices shall be in writing and sent by United States mail, certified or registered, with
return receipt requested and postage prepaid, or by nationally recognized overnight courier
service to the address of the party set forth below. Any such notice shall be deemed given
when received by the party to whom it is intended.
CONTRACTOR: Ring Power Corporation d/b/a
Ring Power Lift Trucks
803 W Taft Vineland Rd
Orlando, FL 32824
Attn: Parker Sander, Sales Rep
OWNER: City of Clermont
Attn: Brian Bulthuis, City Manager
685 W. Montrose Street
Clermont, FL 34711
ARTICLE 9 — MISCELLANEOUS
9.1. Attorneys' Fees — In the event a suit or action is instituted to enforce or interpret
any provision of this Agreement, the prevailing party shall be entitled to recover
such sum as the Court may adjudge reasonable as attorneys' fees at trial or on any
appeal, in addition to all other sums provided by law.
9.2. Waiver — The waiver by city or Contractor of breach of any provision of this
Agreement shall not be construed or operate as a waiver of any subsequent breach
of such provision or of such provision itself and shall in no way affect the
enforcement of any other provisions of this Agreement.
9.3. Severability — If any provision of this Agreement or the application thereof to any
person or circumstance is to any extent invalid or unenforceable, such provision, or
part thereof, shall be deleted or modified in such a manner as to make the
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Agreement valid and enforceable under applicable law, the remainder of this
Agreement and the application of such a provision to other persons or
circumstances shall be unaffected, and this Agreement shall be valid and
enforceable to the fullest extent permitted by applicable law.
9.4. Amendment — Except for as otherwise provided herein, this Agreement may not be
modified or amended except by an Agreement in writing signed by both parties.
9.5. Entire Agreement — This Agreement including the documents incorporated by
reference contains the entire understanding of the parties hereto and supersedes all
prior and contemporaneous Agreements between the parties with respect to the
performance of services by CONTRACTOR.
9.6. Assigningnt — Except in the event of merger, consolidation, or other change of
control pursuant to the sale of all or substantially all of either party's assets, this
Agreement is personal to the parties hereto and may not be assigned by
CONTRACTOR, in whole or in part, without the prior written consent of city.
9.7. Venue — The parties agree that the sole and exclusive venue for any cause of action
arising out of this Agreement shall be Lake County, Florida.
9.8. Applicable Law — This Agreement and any amendments hereto are executed and
delivered in the State of Florida and shall be governed, interpreted, construed and
enforced in accordance with the laws of the State of Florida.
9.9. Public Records — Contractor expressly understands records associated with this
project are public records and agrees to comply with Florida's Public Records law,
to include, to:
(a) Keep and maintain public records that ordinarily and necessarily would be
required by the CITY in order to perform the services contemplated herein.
(b) Provide the public with access to public records on the same terms and
conditions that the CITY would provide the records and at a cost that does
not exceed the cost provided in this Florida's Public Records law or as
otherwise provided by law.
(c) Ensure that public records that are exempt or confidential and exempt from
public records disclosure requirements are not disclosed except as
authorized by law.
(d) Meet all requirements for retaining public records and transfer, at no cost,
to the CITY all public records in possession of CONTRACTOR upon
termination of the contract and destroy any duplicate public records that are
exempt or confidential and exempt from public records disclosure
requirements. CONTRACTOR shall use reasonable efforts to provide all
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records stored electronically to the CITY in a format that is compatible with
the information technology systems of the CITY.
(e) IF CONTRACTOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS CONTRACT, CONTRACTOR SHALL
CONTACT THE CITY'S CUSTODIAN OF PUBLIC RECORDS AT
CITY CLERK'S OFFICE, (352) 241-7331.
ARTICLE 10 — AGREEMENT DOCUMENTS
The Agreement Documents, as listed below are herein made fully a part of this Agreement
as if herein repeated.
Document Precedence:
10.1. This Agreement
10.2. Purchase Order / Notice To Proceed
10.3. An applicable Contractor Quote or Statement of Work
10.4. All documents contained in the Sourcewell Contract Number 062320-CAT.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on
this 20 day of July 2022
CITY OF CLERMONT
DocuSigned by -
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Brian Bulthuis, City Manager
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ATTEST:
DocuSigned by:
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Tracy Ackroyd Howe, City Clerk
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Ring Power Corporation d/b/a
Ring Power Lift Trucks
Docu Signed by:
By: I.7f R1A9P7 d
(Signature)
Print Name: lay dusk
Title:
Assistant Governmental Sales Manager
Date: 7/20/2022
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062320-CAT
Sourcewell I a
Solicitation Number: RFP #062320
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN
56479 (Sourcewell) and Caterpillar Inc., 510 Lake Cook Road Suite 100, Deerfield, IL 60015
(Vendor or Caterpillar).
Sourcewell is a State of Minnesota local government agency and service cooperative created
under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers
cooperative procurement solutions to government entities. Participation is open to federal,
state/province, and municipal governmental entities, higher education, K-12 education,
nonprofit, tribal government, and other public entities located in the United States and Canada.
Vendor desires to contract with Sourcewell to provide equipment, products, or services to
Sourcewell and the entities that access Sourcewell's cooperative purchasing contracts
(Participating Entities).
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
B. EXPIRATION DATE AND EXTENSION. This Contract expires August 27, 2024 unless it is
cancelled sooner pursuant to Article 24. This Contract may be extended up to one additional
one-year period upon request of Sourcewell and with written agreement by Vendor.
C. SURVIVAL OF TERMS. Articles 11 through 16 survive the expiration or cancellation of this
Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or
Services as stated in its Proposal submitted under the Solicitation Number listed above.
Vendor's Equipment, Products, or Services Proposal (Proposal) is attached and incorporated
into this Contract.
While Caterpillar is Vendor under the Contract, pursuant to Section 10(a) it will subcontract
certain obligations under this Contract to its dealers. Only those dealers that sign a
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Participation Agreement with Caterpillar obligating them to comply with the terms of this
Contract will be eligible to provide Equipment, Products, or Services as a subcontractor under
this Contract. In the event there is no dealer who has entered into a Participation Agreement
available to provide Equipment, Products, or Services to a Participating Entity, Caterpillar shall
be under no obligation to provide Equipment, Products, or Services to such Participating Entity
under this Contract. Caterpillar will provide a copy of this Contract to its dealers that would
normally service Participating Entities and invite such dealers to enter into a Participation
Agreement as a subcontractor of Caterpillar under the terms of this Contract.
Rental equipment may not be current year model and may be used, having been rented by
Participating Dealer's prior customers. Vendor may offer close-out or refurbished Equipment
or Products if they are clearly indicated in Vendor's product and pricing list. Unless agreed to by
the Participating Entities in advance, Equipment or Products must be delivered as operational
to the Participating Entity's site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated,
sales and sales volume are not guaranteed.
B. WARRANTY. Any warranties granted to Participating Entities shall be granted solely by the
Participating Dealer renting or otherwise providing the Equipment, Products or Services, as
agreed between the parties. If rented equipment needs repair or replacement during the
rental period, the Participating Dealer will repair or replace the Equipment at its cost and
expense; provided that if the repair or replacement is as result the Participating Entity's
misconduct, abuse, misuse, neglect or negligence, such Participating Entity will be responsible
for the cost of repair or replacement. Except as expressly stated herein, all warranties, including
any implied warranty of merchantability or of fitness for a particular purpose are expressly
excluded and disclaimed.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will
make available to Sourcewell a means to validate or authenticate Vendor's authorized dealers,
distributors, and/or resellers relative to the Equipment, Products, and Services related to this
Contract. This list may be updated from time -to -time and is incorporated into this Contract by
reference. It is the Vendor's responsibility to ensure Sourcewell receives the most current
version of this list.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced as stated in Vendor's
Proposal.
Upon request made to a participating CAT dealer, from a Participating Entity identifying
themselves as a Sourcewell member by providing their Sourcewell member number and
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contract number, formal rental rate quotes will list all costs, including delivery expenses, such
as freight and permits (when required).
Regardless of the payment method chosen by the Participating Entity, the total cost associated
with any purchase option of the Equipment, Products, or Services must always be disclosed in
the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly
packaged. Damaged Equipment and Products may be rejected. If the damage is not readily
apparent at the time of delivery, Vendor must permit the Equipment and Products to be
returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
Participating Entities reserve the right to inspect the Equipment and Products at a reasonable
time after delivery where circumstances or conditions prevent effective inspection of the
Equipment and Products at the time of delivery.
Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive
in a defective or inoperable condition.
Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally
delivers substandard or inferior Equipment or Products. In the event of the delivery of
nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon
as possible and the Vendor will replace nonconforming Equipment and Products with
conforming Equipment and Products that are acceptable to the Participating Entity.
B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor with valid tax -
exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax-
exempt entity.
C. HOT LIST PRICING. At anytime during this Contract, Vendor may offer a specific selection
of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to
Sourcewell in a line -item format. Equipment, Products, or Services may be added or removed
from the Hot List at anytime through a Sourcewell Price and Product Change Form as defined
in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and
discontinued Equipment and Products as long as those close-out and discontinued items are
clearly identified as such. Current ordering process and administrative fees apply. Hot List
Pricing must be published and made available to all Participating Entities.
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4. PRODUCT AND PRICING CHANGE REQUESTS
Vendor may request Equipment, Product, or Service changes, additions, or deletions at any
time. All requests must be made in writing by submitting a signed Sourcewell Price and Product
Change Request Form to the assigned Sourcewell Contract Administrator. This form is available
from the assigned Sourcewell Contract Administrator. At a minimum, the request must:
• Identify the applicable Sourcewell contract number;
• Clearly specify the requested change;
• Provide sufficient detail to justify the requested change;
• Individually list all Equipment, Products, or Services affected by the requested change,
along with the requested change (e.g., addition, deletion, price change); and
• Include a complete restatement of pricing documentation in Microsoft Excel with the
effective date of the modified pricing, or product addition or deletion. The new pricing
restatement must include all Equipment, Products, and Services offered, even for those
items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Request Form will be become an
amendment to this Contract and be incorporated by reference.
S. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell's cooperative contracts are available and open to public and
nonprofit entities across the United States and Canada; such as federal, state/province,
municipal, K-12 and higher education, tribal government, and other public entities. Caterpillar
will not enter into a contract with a U.S. Federal Government entity prior to obtaining
necessary internal approvals and shall not be obligated to provide Equipment, Products, or
Services to any U.S. Federal Government entity under this Contract unless separately agreed in
writing. Caterpillar may work with such parties and may agree to provide equipment or
services under the Contract on a case -by -case basis.
The benefits of this Contract should be available to all Participating Entities that can legally
access the Equipment, Products, or Services under this Contract. A Participating Entity's
authority to access this Contract is determined through its cooperative purchasing, interlocal,
or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service
Member of Sourcewell during such time of access. Vendor understands that a Participating
Entity's use of this Contract is at the Participating Entity's sole convenience and Participating
Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use
eligibility requirements and documentation and will encourage potential members to join
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Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster
during the term of this Contract.
B. PUBLIC FACILITIES. Vendor's employees maybe required to perform work at government -
owned facilities, including schools. Vendor's employees and agents must conduct themselves in
a professional manner while on the premises, and in accordance with Participating Entity
policies and procedures, and all applicable laws.
6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under
this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this
Contract; however, order flow and procedure will be developed jointly between Sourcewell and
Vendor. Typically, a Participating Entity will issue an order directly to Participating Dealers with
payment made to the dealer as agreed. If a Participating Entity issues a purchase order, it may
use its own forms, but the purchase order should clearly note the applicable Sourcewell
contract number. All Participating Entity orders under this Contract must be issued prior to
expiration of this Contract; however, Vendor performance, Participating Entity payment, and
any applicable warranty periods or other Vendor or Participating Entity obligations may extend
beyond the term of this Contract.
Vendor's acceptable forms of payment are included in Attachment A. Participating Entities will
be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of
any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and
conditions to a purchase order, or any Participating Addendum, are to be negotiated between a
Participating Entity and Participating Dealer, such as job or industry -specific requirements, legal
requirements (e.g., affirmative action or immigration status requirements), or specific local
policy requirements. Some Participating Entitles may require the use of a Participating
Addendum; the terms of which will be worked out directly between the Participating Entity and
the Vendor. Any negotiated additional terms and conditions must never be less favorable to
the Participating Entity than what is contained in this Contract.
C. PERFORMANCE BOND. If requested by a Participating Entity, Participating Dealer may agree
to provide a performance bond that meets the requirements set forth in the Participating
Entity's order.
D. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires
service or specialized performance requirements (such as e-commerce specifications,
specialized delivery requirements, or other specifications and requirements) not addressed in
this Contract, the Participating Entity and the Vendor may enter into a separate, standalone
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agreement, apart from this Contract. Sourcewell, including its agents and employees, will not
be made a party to a claim for breach of such agreement.
E. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or
in part, immediately upon notice to Vendor in the event of any of the following events:
1. The Participating Entity fails to receive funding or appropriation from its governing body
at levels sufficient to pay for the goods to be purchased;
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the
Participating Entity's requirements; or
3. Vendor commits any material breach of this Contract or the additional terms agreed to
between the Vendor and a Participating Entity.
F. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a
Participating Entity's order will be determined by the Participating Entity making the purchase.
IAWd1111 t•] ►ri 14 :III a :010 4
A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to
Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is
changed. The Account Representative will be responsible for:
• Maintenance and management of this Contract;
• Timely response to all Sourcewell and Participating Entity inquiries; and
• Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with
Sourcewell per contract year. The business review will cover sales to Participating Entities,
pricing and contract terms, administrative fees, supply issues, customer issues, and any other
necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT
A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract
sales activity report (Report) to the Sourcewell Contract Administrator assigned to this
Contract. A Report must be provided regardless of the number or amount of sales during that
quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made).
The Report must contain the following fields:
• Customer Name (e.g., City of Staples Highway Department);
• Customer Physical Street Address;
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• Customer City;
• Customer State/Province;
• Customer Zip Code;
• Customer Contact Name;
• Customer Contact Email Address;
• Customer Contact Telephone Number;
• Sourcewell Assigned Entity/Participating Entity Number;
• Item Purchased Description;
• Item Purchased Price;
• Sourcewell Administrative Fee Applied; and
• Date Purchase was invoiced/sale was recognized as revenue by Vendor.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell,
the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and
Services provided to Participating Entities. The Administrative Fee must be included in, and not
added to, the pricing. Vendor may not charge Participating Entities more than the contracted
price to offset the Administrative Fee.
The Vendor will submit a check payable to Sourcewell for one percent (1%) multiplied by the
total net rental revenue (excludes freight, permits, and fees) of all Equipment, Products, and
Services purchased by Participating Entities under this Contract during each calendar quarter as
the administrative fee. Payments should note the Sourcewell-assigned contract number in the
memo and must be mailed to the address above "Attn: Accounts Receivable." Payments must
be received no later than 45 calendar days after the end of each calendar quarter.
Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to
ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell
reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in
any subsequent solicitation. In the event this Contract is cancelled by either party prior to the
Contract's expiration date, the administrative fee payment will be due no more than 30 days
from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Vendor's Authorized Representative is the person named in the Vendor's Proposal. If Vendor's
Authorized Representative changes at any time during this Contract, Vendor must promptly
notify Sourcewell in writing.
Rev. 2/2020
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062320-CAT
10. ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE
A. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or
obligations under this Contract without the prior consent of the parties and a fully executed
assignment agreement. Such consent will not be unreasonably withheld. Provided, however,
that Caterpillar is permitted to subcontract certain of its rights and obligations to Caterpillar
dealers for performance without Sourcewell's prior written consent.
B. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective
until it has been fully executed by the parties.
C. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not
waive the provision or the right to enforce it.
D. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between
Sourcewell and Vendor. No other understanding regarding this Contract, whether written or
oral, may be used to bind either party.
E. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent
contractors, each free to exercise judgment and discretion with regard to the conduct of their
respective businesses. This Contract does not create a partnership, joint venture, or any other
relationship such as master -servant, or principal -agent.
Intentionally omitted.
11. LIABILITY
12. AUDITS
Sourcewell reserves the right to review the books, records, documents, and accounting
procedures and practices of the Vendor relevant to this Contract for a minimum of 6 years from
the end of this Contract. This clause extends to Participating Entities as it relates to business
conducted by that Participating Entity under this Contract.
13. GOVERNMENT DATA PRACTICES
Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act,
Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell
under this Contract and as it applies to all data created, collected, received, stored, used,
maintained, or disseminated by the Vendor under this Contract.
Rev. 2/2020
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062320-CAT
If the Vendor receives a request to release the data referred to in this article, the Vendor must
immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond
to the request.
14. INDEMNIFICATION
Intentionally omitted.
15. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT
A. INTELLECTUAL PROPERTY. Intentionally omitted.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released
without prior written approval from the Authorized Representatives. Publicity includes notices,
informational pamphlets, press releases, research, reports, signs, and similar public notices
prepared by or for the Vendor individually or jointly with others, or any subcontractors, with
respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be
approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator
assigned to this Contract.
D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment,
Products, or Services.
16. GOVERNING LAW, JURISDICTION, AND VENUE
Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its
breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls,
Minnesota.
17. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God
or other conditions that are beyond that party's reasonable control. A party defaulting under
this provision must provide the other party prompt written notice of the default.
18. SEVERABILITY
If any provision of this Contract is found to be illegal, unenforceable, or void then both
Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the
remainder of this Contract is capable of performance, it will not be affected by such declaration
or finding and must be fully performed.
Rev. 2/2020
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062320-CAT
19. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and
address unresolved contract issues as follows:
1. Notification. The parties must promptly notify each other of any known dispute and
work in good faith to resolve such dispute within a reasonable period of time. If necessary,
Sourcewell and the Vendor will jointly develop a short briefing document that describes the
issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified
above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher
level of management. The Vendor will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the
Vendor must continue without delay to carry out all of its responsibilities under the
Contract that are not affected by the dispute. If the Vendor fails to continue without delay
to perform its responsibilities under the Contract, in the accomplishment of all undisputed
work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result
of such failure to proceed will be borne by the Vendor.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract,
or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
Written notice of default and a reasonable opportunity to cure must be issued by the party
claiming default. Time allowed for cure will not diminish or eliminate any liability for liquidated
or other damages. If the default remains after the opportunity for cure, the non -defaulting
party may:
• Exercise any remedy provided by law or equity, or
• Terminate the Contract or any portion thereof, including any orders issued against the
Contract.
20. INSURANCE
A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at
all times during the performance of this Contract with insurance company(ies) licensed or
authorized to do business in the State of Minnesota having an "AM BEST" rating of A- or better,
with coverage and limits of insurance not less than the following:
Rev. 2/2020 10
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062320-CAT
1. Workers' Compensation and Employer's Liability.
Workers' Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
2. Commercial General Liability Insurance. Vendor will maintain insurance covering
its operations, with coverage on an occurrence basis, and must be subject to terms no
less broad than the Insurance Services Office ("ISO") Commercial General Liability Form
CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include
liability arising from premises, operations, bodily injury and property damage,
independent contractors, products -completed operations including construction defect,
contractual liability, blanket contractual liability, and personal injury and advertising
injury. All required limits, terms and conditions of coverage must be maintained during
the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage
$1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for Products -Completed operations
$2,000,000 general aggregate
3. Commercial Automobile Liability Insurance. During the term of this Contract,
Vendor will maintain insurance covering all owned, hired, and non -owned automobiles
in limits of liability not less than indicated below. The coverage must be subject to terms
no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer),
or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Vendor will maintain
umbrella coverage over Workers' Compensation, Commercial General Liability, and
Commercial Automobile.
Minimum Limits:
$2,000,000
Failure of Vendor to maintain the required insurance will constitute a material breach entitling
Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish
to Sourcewell a certificate of insurance, as evidence of the insurance required under this
Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to
Rev. 2/2020 11
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
062320-CAT
Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the
Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by
a person authorized by the insurer(s) to bind coverage on their behalf. All policies must include
there will be no cancellation, suspension, non -renewal, or reduction of coverage without 30
days' prior written notice to the Vendor.
Upon request, Vendor must provide to Sourcewell copies of applicable policies and
endorsements, within 10 days of a request. Failure to request certificates of insurance by
Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves
Vendor of its duties and responsibilities in this Contract.
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY
INSURANCE CLAUSE. Vendor agrees to list Sourcewell, including their officers, agents, and
employees, as an additional insured under the Vendor's commercial general liability insurance
policy with respect to liability arising out of activities, "operations," or "work" performed by or
on behalf of Vendor, and products and completed operations of Vendor. The policy provision(s)
or endorsement(s) must further provide that coverage is primary and not excess over or
contributory with any other valid, applicable, and collectible insurance or self-insurance in force
for the additional insureds. A Participating Dealer may name a Participating Entity as an
additional insured on a case -by -case basis.
D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or
otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional
insureds for losses paid under the insurance policies required by this Contract or other
insurance applicable to the Vendor or its subcontractors. The waiver must apply to all
deductibles and/or self -insured retentions applicable to the required or any other insurance
maintained by the Vendor or its subcontractors. A Participating Dealer may waive subrogation
against a Participating Entity on a case -by -case basis.
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this
Contract can be met by either providing a primary policy or in combination with
umbrella/excess liability policy(ies), or self -insured retention.
21. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this
Contract must comply fully with applicable federal laws and regulations, and with the laws in
the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Participating Dealers must maintain a valid and current status on all required
federal, state/provincial, and local licenses, bonds, and permits required for the operation of
the business that the Participating Dealers conduct with Sourcewell and Participating Entities.
Rev. 2/2020 12
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062320-CAT
22. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in
writing certain information to Sourcewell related to bankruptcy actions. If at any time during
this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in
writing.
Vendor certifies and warrants that neither it nor its principals are presently debarred,
suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs
operated by the State of Minnesota; the United States federal government or the Canadian
government, as applicable; or any Participating Entity. Vendor certifies and warrants that
neither it nor its principals have been convicted of a criminal offense related to the subject
matter of this Contract. Vendor further warrants that it will provide immediate written notice
to Sourcewell if this certification changes at any time.
23. PROVISIONS FOR NON -UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Intentionally omitted.
24. CANCELLATION
Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60
days' written notice to the other party. However, Sourcewell may cancel this Contract
immediately upon discovery of a material defect in any certification made in Vendor's Proposal.
Cancellation of this Contract does not relieve either party of financial, product, or service
obligations incurred or accrued prior to cancellation.
Sourcewell
DocuSigned by:
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Jeremy Schwartz
Title: Director of Operations &
Procurement/CPO
Date: 9/16/2020 1 10:23 AM CDT
Approved:
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By: awRL
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Chad Coauette
Title: Executive Director/CEO
Date: 9/17/2020 1 1:42 PM CDT
Caterpillar Inc.
�D�ocuSignedd by:
By: - s a sesc('s s1ao
Chris Gustafson
Title: Global Accounts & Allied Prod. Mgr.
Date: 9/17/2020 1 11:39 AM PDT
Rev. 2/2020 13
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
RFP 062320 - Equipment Rental with Related Services
Vendor Details
Company Name:
Caterpillar Inc
Does your company conduct
business under any other name? If
IL
yes, please state:
100 NE Adams St
Address:
Peoria, IL 61629
Contact:
Darren Wilson
Email:
Wilson_Darren_R@cat.com
Phone:
309-265-4542
HST#:
Submission Details
Created On:
Monday May 18, 2020 15:44:18
Submitted On:
Tuesday June 23, 2020 16:17:32
Submitted By:
John Frame
Email:
Frame_John_J@cat.com
Transaction #:
08b57e2d-460c-40d2-a160-12248816b576
Submitter's IP Address:
34.69.162.10
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
Specifications
Table 1: Proposer Identity & Authorized Representatives
General Instructions (applies to all Tables) Sourcewell prefers a brief but thorough response to each question. Please do not
merely attach additional documents to your response without also providing a substantive response. Do not leave answers
blank; mark "NA" if the question does not apply to you (preferably with an explanation).
Line
Item
Question
Response*
1
Proposer Legal Name (and applicable d/b/a, if any):
Caterpillar Inc.
2
Proposer Address:
510 Lake Cook Road, Suite 100, Deerfield, Illinois 60015
3
Proposer website address:
caterpillar.com
CAT.com
4
Proposer's Authorized Representative (name, title, address,
Chris Gustafson
email address & phone) (The representative must have
Global Accounts & Allied Prod Mgr.
authority to sign the "Proposer's Assurance of Compliance"
GUSTAFSON_CHRISTOPHER_D@cat.com
on behalf of the Proposer and, in the event of award, will
1 309 675 4802
be expected to execute the resulting contract):
5
Proposer's primary contact for this proposal (name, title,
John Frame,
address, email address & phone):
Rental National Accounts Mgr., Governmental Segment
Frame_John_J@cat.com
309-675-2891
6
Proposer's other contacts for this proposal, if any (name,
Chris Gustafson
title, address, email address & phone):
Global Accounts & Allied Prod Mgr
GUSTAFSON_CHRISTOPHER_D@cat.com
1 309 675 4802
Table 2: Company Information and Financial Strength
Line Question
Item
Response*
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
Provide a brief history of your company, including your
company's core values, business philosophy, and industry
longevity related to the requested equipment, products or
services.
What are your company's expectations in the event of an
award?
Caterpillar was founded in 1925 when two entrepreneurs
merged their companies: Holt Manufacturing Company and
C.L. Best Tractor Company. The merger was a great
success because the ethics of both men were focused on
high quality products and the best customer support.
Since the founding 95 years ago, Caterpillar Inc. has
retained the culture of focusing on customer needs and
supporting products after the sale. Our company culture is
keenly focused on customer satisfaction and every employee
realizes that a customer's experience using the product will
determine whether he or she will continue to purchase,
lease, or rent Caterpillar products & services in the future.
The key to this satisfaction is two -fold: develop & provide
the best products and services that empower our dealers to
offer the best support. Through this combination, we are
proud to prove that our products and services offer the best
value to our customers regardless of where they are located.
We can prove measurable advantages in total owning and
operating costs as well as intangible benefits in terms of
standard safety features and telematics information sharing;
as well as and many training, fleet health, and application
support services offered by our dealers.
Please refer to attached "Caterpillar Code of Conduct" in
the attached "Financial Strength and Stability" zip folder for
details regarding our corporate core values and business
philosophy.
Caterpillar is honored to have served Sourcewell and its
members' who have purchased CAT construction equipment,
work -tools, and electrical power generation products through
Sourcewell since 2008. Furthermore, we are proud to have
earned the Sourcewell Legacy Award in 2019.
Caterpillar contributes well over half of the revenue
Sourcewell receives in the current Heavy Construction
(purchase) contract (032119-CAT) and look forward to the
opportunity to further grow business and serve members'
needs together through a rental contract.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
9
Demonstrate your financial strength and stability with
Maintaining financial strength is a critical priority for
meaningful data. This could include such items as financial
Caterpillar. We receive debt ratings from the major credit
statements, SEC filings, credit and bond ratings, letters of
rating agencies. Caterpillar is "mid -A" rated by S&P and
credit, and detailed reference letters. Upload supporting
Fitch and has a "low -A" rating with a positive outlook from
documents (as applicable) in the document upload section of
Moody's. Maintaining our "mid -A" credit rating is critical to
your response.
our cash deployment priorities. Due to our prudent focus on
financial strength, on a comparative basis Caterpillar has
generally demonstrated higher profitability, lower leverage,
and better liquidity than our competitor peer group. Our
liquidity position is extremely strong with typically the highest
percentage of cash as a percent of total assets on the
balance sheet vs our competitors.
Please see five-year financial summary recently published in
the attached "2019 Caterpillar's SEC form 10K Financial
Summary" in the "Financial Strength and Stability" zip
folder , which provides additional details about our financial
position.
The full text of the 239-page 10-K document can be found
on our public website:
http://www.caterpillar.com/en/investors/sec-filings.html
In 2019, Caterpillar sales and revenues were $53.8 billion. In
2019, Caterpillar delivered record profit per share of $10.74
per share and ended 2019 with $8.3 billion of enterprise
cash.
After paying uninterrupted rising annual dividends for more
than two decades, Caterpillar, Inc. (NYSE: CAT) reached the
25th consecutive year mark for inclusion in the elite group of
companies designated as Dividend Aristocrats. In addition to
a minimum of 25 consecutive years of dividend hikes, a
company must be a component of the S&P 500 index and
must have a market capitalization of at least $3 billion to
qualify as a Dividend Aristocrat.
10
What is your US market share for the solutions that you are
CAT dealers are independent businesses. As such
proposing?
Caterpillar cannot share their rental revenue market share.
However, with Cat Rental Stores, Cat heavy equipment, Cat
Power Systems, and dealer crane rental locations; Caterpillar
has the largest rental fleet based on OEC in North America.
11
What is your Canadian market share for the solutions that
CAT dealers are independent businesses. As such
you are proposing?
Caterpillar cannot share their rental revenue market share.
However, with Cat Rental Stores, Cat heavy equipment, Cat
Power Systems, and dealer crane rental locations; Caterpillar
has the largest rental fleet based on OEC in North America.
12
Has your business ever petitioned for bankruptcy protection?
No. Caterpillar Inc. has never been bankrupt.
If so, explain in detail.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-4OC1-8318-C31AOD1F6141
13
How is your organization best described: is it a
Caterpillar is a manufacturer of construction, mining, energy
manufacturer, a distributor/dealer/reseller, or a service
and transportation equipment, technology and provider of
provider? Answer whichever question (either a) or b) just
related services.
below) best applies to your organization.
a) If your company is best described as a
Caterpillar Inc. is a world class manufacturer which
distributor/dealer/reseller (or similar entity), provide your
distributes products through a vast and capable dealer
written authorization to act as a distributor/dealer/reseller for
network.
the manufacturer of the products proposed in this RFP. If
applicable, is your dealer network independent or company
CAT dealers are strong independent companies and in North
owned?
America alone they have a combined net worth of billions of
b) If your company is best described as a manufacturer
dollars. Their large valuation is a competitive advantage
or service provider, describe your relationship with your
because it allows them to have the infrastructure to support
sales and service force and with your dealer network in
customers regardless of location, industry, fleet size, or
delivering the products and services proposed in this RFP.
application. We believe the service parts inventory
Are these individuals your employees, or the employees of a
maintained by CAT dealers is the largest of any construction
third party?
equipment and power systems brand.
Another advantage of independently owned dealers is that
they know their customers and market well. They tailor their
services specifically to their customers' needs.
Caterpillar and each dealer have signed a sales and service
agreement that outlines the specific expectations from both
parties. In a broad overview, Caterpillar manufactures
products and sells them to CAT dealers. The dealers then
sell, lease and rent those products to customers. Caterpillar
does not sell directly to state, province, nor local
governments.
Although Caterpillar will sign this contract as a manufacturer,
CAT dealers will be given the opportunity to avail themselves
of the rental business presented by the contract and will
execute all the transactions with governmental, educational
and non-profit customers as they do today. This includes but
is not limited to consultation, quoting, accepting payment,
delivery, warranty support, parts sales, and service. This is
no different than sales and rentals occurring outside the
terms of this agreement.
Caterpillar dealers heartily embrace Sourcewell contracts
#032119-CAT, #120617-CAT, and all of them have been
trained in there use and as such will already be familiar with
Sourcewell's rental contract. In fact, the Sourcewell contract
covering equipment & work -tools for purchase (032119-CAT)
was leveraged by more than 90% of our dealers in 2018
and 2019.
Caterpillar offers specific discounts to Sourcewell members.
By renting to members under the Sourcewell contract,
participating CAT dealers agree to honor those discounts.
14
If applicable, provide a detailed explanation outlining the
To the extent of our knowledge, we are unaware of specific
licenses and certifications that are both required to be held,
licenses or certifications required to pursue the business
and actually held, by your organization (including third parties
covered by this RFP.
and subcontractors that you use) in pursuit of the business
contemplated by this RFP.
15
Provide all "Suspension or Debarment" information that has
Caterpillar Inc. has not been suspended or disbarred in the
applied to your organization during the past ten years.
last ten years.
Table 3: Industry Recognition & Marketplace Success
Line
Item
Question
Response*
16
Describe any relevant industry awards or recognition that
Please note: To list all the awards received in the past five
your company has received in the past five years
years would unnecessarily lengthen our response. For brevity,
we are highlighting some recognition received in 2018 &
2019.
Sourcewell Legacy Award-2019
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-4OC1-8318-C31AOD1F6141
»>2018 Corporate Awards & Recognition
• Forbes Magazine America's Most JUST Companies --
#49
• Forbes World's Most Reputable Companies 2018 -- #47
• Fortune 500 -- #65
• Dow Jones Sustainability Index -- 19-year member
• Fortune World's Most Admired Companies 2018 -- #43
• Forbes America's Best Employers for Diversity 2018 --
#247
• Top Veteran -Friendly Companies 2018 -- U.S. Veterans
Magazine
• Woman Engineer Magazine -- Top 50 Employers 2018 -
- #21
• Minority Engineer Magazine -- Top 50 Employers 2018 -
- #15
• CAREERS & the disABLED Magazine -- Top 50
Employers 2018 -- #9
• Human Rights Campaign Foundation Corporate Equality
Index 2018: Score = 90
• Forbes 2018 Top 25 Places to Work in Brazil -- #5
• Forbes Best Employers for Women 2018 -- #245
• Interbrand Best Global Brands 2018 -- #82
• Top 150 Global Licensors — Global License
• Top 1,000 companies with the Strongest Female
Leaders — Mogul
• 7 Companies with Impressive Mentorship Programs —
Glassdoor
• Top -Rated Workplaces: Best For Veterans — Indeed
• Best Product Support in 2018 — Brazilian Association
of Technology for Construction and Mining
• Facility of Distinction for Safety — Indonesia
• Certification on Promoting Work Life Balance — Japan
»2018 Product Awards & Recognitions
Top 100 Awards from Construction Equipment magazine
• D8T TTT
• Next Gen 20-ton HEX
• 24 MG
• 903D CWL
• UTVs
Contractor's Choice Awards from Roads & Bridges magazine
• PM622 — Gold
• AP1055F — Gold
• AP555F — Gold
• SE60 V XW — Gold
• CB66B — Gold
• CS56B — Gold
• D6T — Gold
• 315F CR — Gold
• 335F CR — Gold
• 962M — Gold
• 140M3 — Gold
• B20 — Gold
• Grade Control — Bronze
• Product Link — Bronze
• 420F2 — Gold
• 304.5E2 XTC — Silver
• 299D2 XHP — Gold
• TH255C - Gold
• 777G — Gold
Top 50 Award from Equipment Today magazine
• 320 GC, 320 and 323 Next Gen HEX
Twenty for 2018 Award from Landscape Business magazine
• UTVs
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
17
What percentage of your sales are to the governmental
The governmental & educational sector is extremely
sector in the past three years
important to Caterpillar. We do not track government and
education separately. However, it is safe to assume that the
bulk of these sales is to state, county, municipal, and
special districts. We have a dedicated team to ensure
success in this market. Overall, the percentage of our sales
to non-federal governmental agencies varies between 11%
and 26%.
Some of our product families are highly focused and
designed for governmental customers. With these products,
we see the percentage of our sales to government as high
as 75%.
18
What percentage of your sales are to the education sector
The governmental & educational sector is extremely
in the past three years
important to Caterpillar. We do not track government and
education separately. However, it is safe to assume that the
bulk of these sales is to state, county, municipal, and
special districts. We have a dedicated team to ensure
success in this market. Overall, the percentage of our sales
to non-federal governmental agencies varies between 11%
and 26%.
Some of our product families are highly focused and
designed for governmental customers. With these products,
we see the percentage of our sales to government as high
as 75%.
19
List any state, provincial, or cooperative purchasing contracts
While CAT dealers would typically hold contracts with states
that you hold. What is the annual sales volume for each of
and provinces, as an exception Caterpillar holds the state
these contracts over the past three years?
contract with Ohio. Additionally, we are contract holders with
National IPA and NASPO ValuePoint.
Just as we would never share Sourcewell transaction
information with other cooperatives, we don't feel it would be
honorable to share the volumes of those contracts. However,
we are happy to report that of all cooperative contract sales,
most are transacted via Sourcewell.
20
List any GSA contracts or Standing Offers and Supply
Caterpillar holds GSA contract GS-30E-0018U, Schedule
Arrangements (SOSA) that you hold. What is the annual
23V Automotive Superstore. The sales volume is more than
sales volume for each of these contracts over the past three
$9.2M per year. Caterpillar also holds GSA EPG contract
years?
GS07F5666R, Schedule 56 Buildings and Building Materials.
The sales volume is approximately $1 M per year. We do not
allow our dealers to use our GSA contracts.
Table 4: References/Testimonials
Line Item 21. Supply reference information from three customers who are eligible to be Sourcewell participating entities.
Entity Name *
Contact Name *
Phone Number*
CAT equipment purchaser:
Les Cote, Equipment Maintenance
(780) 623-6815
Lac La Biche County, AB
Manager
CAT equipment purchaser:
Mark Chileen, Director of Public Works
(780) 645-3006
County of St. Paul, AB
CAT equipment purchaser:
Clayton Funk, Fleet Manager
(785) 331-1333
Douglas County, KS
CAT equipment purchaser:
Joey Auche, Fleet Operations
(757) 848-8406
City of Newport News, VA
Superintendent
CAT equipment purchaser: Klamath
Tom Crist, Operations Manager
(541) 891-5687
County Solid Waste, OR
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
Table 5: Top Five Government or Education Customers
Line Item 22. Provide a list of your top five government, education, or non-profit customers (entity name is
optional), including entity type, the state or province the entity is located in, scope of the project(s), size of
transaction(s), and dollar volumes from the past three years.
Entity Name
Entity Type *
State / Province *
Scope of Work *
Size of
*
Dollar Volume Past
Transactions
Three Years
City of Minneapolis
Government
Minnesota - MN
Construction
102 machines
$2.6 million
Public Works Fleet
Equipment
Div.
City of Raleigh
Government
North Carolina - NC
Construction
110 machines
$2.2 million
Equipment
State of Maine
Government
Maine - ME
Construction
223 machines
$1.5 million
Dept. of
Equipment
Transportation
City of North Las
Government
Nevada - NV
Construction
48 machines
$0.9 million
Vegas
I Equipment
State of Utah
Government
Utah - UT
Construction
25 machines
$0.8 million
Equipment
Table 6: Ability to Sell and Deliver Service
Describe your company's capability to meet the needs of Sourcewell participating entities across the US and Canada, as
applicable. Your response should address in detail at least the following areas: locations of your network of sales and service
providers, the number of workers (full-time equivalents) involved in each sector, whether these workers are your direct
employees (or employees of a third party), and any overlap between the sales and service functions.
Line
Item
Question
Response*
23
Sales force.
The CAT dealer salesforce is the most capable and highly
trained in the industry. We ask CAT dealer sales people to
be consultants and to advise customers on the best
solutions. As a manufacturer we request our dealers to
follow strict training protocols to ensure our sales force
remains current on all product updates. Specifically, as it
relates to governmental sales, each dealer has one or more
people named to be a key liaison between us as a
manufacturer, and their dealer sales team. This person is
offered additional in-depth training on Sourcewell and
ensures that all contract terms are followed.
In North America, our dealers employ more than 53,000
people across the machine, energy, parts, and service
divisions. Of this number more than 8% (4400) are in
machine and parts sales; more than 39% (21,000) are in in
service and support.
The dealer sales teams are supported by a network of
Caterpillar professionals. Each dealer has in -territory support
of 5-8 Caterpillar sales/marketing employees. It is the
responsibility of these people to ensure that the dealer and
Caterpillar are working well together to constantly improve
and to adapt to marketplace changes. Beyond the territory
experts, the sales and marketing department at Caterpillar is
staffed by more than 600 people whose mission is to focus
on customer satisfaction. Even more are employed "behind -
the -scenes" to ensure industry leading product design, up-to-
date product information, and maintaining the ease of doing
business in an increasingly connected marketplace.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-4OC1-8318-C31AOD1F6141
24 1 Dealer network or other distribution methods.
25
I Service force.
The CAT dealer network is key to the success of our
company. Within Canada and the United States, we have
more than 800 dealer owned locations that rent equipment.
Please refer to our directory listing of CAT dealers locations
and locations map in the attached "Additional Documents"
zip file / "Cat Dealer Rental Locations -Canada & U.S."
folder. are independently owned, and many cover an entire
state or province. (In some cases, dealers cross
state/provincial boundaries, and in other cases, more than
one dealer will be located in a state.) Each dealer has
multiple branch locations and a mobile service fleet that can
serve customers regardless of location. These are all
physical locations our governmental customers may use.
Because of the size of CAT dealers, they are exceptionally
capable to serve governmental customers. Collectively, CAT
dealers' large net worth permits them to stock a high
volume of replacement parts — allowing governmental
customers the fastest turnaround on parts availability and
repair time.
CAT dealers recognize the importance of governmental
business to their overall success and they each have one or
more governmental specialists whose job it is to serve
governmental agencies well.
Please refer to the CAT dealer rental locations list and map
included as attached documents.
We at Caterpillar are very proud of the saying: "The sales
department sells the first machine; the service department
sells every one after that." The CAT dealer network in North
America collectively employs more than 20,000 factory
trained technicians, parts experts, product support managers
and other service -oriented staff. These people are supported
with the best repair shop equipment and materials. As
machines and engines are constantly updated, so too are
our service experts. We conduct product -specific training
every week of the year. Technician shortage is an industry-
wide concern, but because CAT dealers are large, long
established companies, they can offer strong compensation
and benefit packages that encourage the best people to
seek employment and to retain them once hired. Caterpillar
works very closely with dealers and through a program
called "Think Big," we are able to keep the pipeline of high
quality employees full.
In addition to the technicians and mechanics that work on
the machines directly, each dealer has a service support
staff that includes customer -facing consultants who are
responsible for working with customers to set up
maintenance and repair schedules to ensure the best
possible up -time. Collectively, service support staff makes up
the bulk of each dealers' staff. Roughly half of their
personnel investment goes to ensuring customer success via
product support.
The dealer service teams are supported by a network of
Caterpillar professionals. Each dealer has in -territory support
of 5-8 Caterpillar parts/service employees. It is the
responsibility of these people to ensure that the dealer and
Caterpillar are working well together to constantly improve
and to adapt to marketplace changes. Beyond the territory
experts, the service and support groups at Caterpillar are
staffed by thousands of people whose mission is to focus
on post -sale customer satisfaction. Even more are
employed "behind -the -scenes" to ensure technical literature is
up to date, service standards are adhered to, and repair
questions are answered quickly. We exceed our 95% 1-hour
response rate target in responding to dealer service inquiries.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
26
27
28
Describe in detail the process and procedure of your
customer service program, if applicable. Include your
response -time capabilities and commitments, as well as any
incentives that help your providers meet your stated service
goals or promises.
Identify your ability and willingness to provide your products
and services to Sourcewell participating entities in the
United States.
Identify your ability and willingness to provide your products
and services to Sourcewell participating entities in Canada.
We are proud that our reputation stands on having the best
customer support in the industry. In fact, our capabilities are
industry leading. Should a customer ever have a problem or
issue with a machine, their Cat dealer is empowered to
resolve that issue locally. If the problem is a result of a
defect in material or workmanship, Caterpillar will cover that
completely within the standard warranty period.
Every Caterpillar dealer has a common detailed service
process in place. Caterpillar supports and verifies that the
dealer service technicians are supplied with the tools and
equipment needed to repair all Caterpillar products.
Technicians have access to an electronic library of technical
information including Service Letters, Technical Information
Bulletins, System Operations, Troubleshooting, and
Disassembly and Assembly manuals. These manuals are
provided for every Caterpillar product. Each dealer also has
one or more "Technical Communicators" who is dedicated to
supporting the service technicians by acting as a liaison
between their shop personnel and Caterpillar.
The service technicians also have a dealer support network
(DSN) system with direct access to Caterpillar's Service
Engineers. Caterpillar responds to more than 95% of all
high priority tickets within one hour.
Depending on a customer's needs, they may choose to
handle service issues themselves, in conjunction with their
dealer, or they may ask their dealer to handle them entirely.
To meet the varying desires of each customer, Caterpillar
offers a wide range of service programs:
• Cat EM Solutions
• Cat Equipment Care Advisor -Monitor
• Cat Equipment Care Advisor -Protect
• Cat Inspect
• Condition Monitoring
• Customer Support Agreements
• S-O-S Services
We are happy to serve all geographic areas and all
Sourcewell Member sectors, within the United States with
our complete product and service offering through Sourcewell.
Caterpillar has successfully utilized Sourcewell to sell
machines in 49 States and Canada.
We are happy to serve all geographic areas and all
Sourcewell Member sectors, within Canada with our
complete product and service offering through Sourcewell.
In fact, we see the Canadian market as a significant growth
opportunity for Sourcewell use and will actively encourage its
use.
Caterpillar is gaining significant momentum with Canadian
sales through Sourcewell contract #032119-CAT. In 2018,
Caterpillar sales growth in Canada for machines through
032119-CAT increased nearly 400% over the previous year.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
29
Identify any geographic areas of the United States or
CAT dealers maintain over 800 equipment rental locations
Canada that you will NOT be fully serving through the
that serve every state and province throughout the United
proposed contract.
States and Canada. Caterpillar has successfully utilized
Sourcewell to sell machines in 49 States and Canada.
We are happy to serve all geographic areas within the
United States and Canada with our complete product and
service offering through Sourcewell.
Cat dealers are independently owned businesses.
Consequently, before dealers can participate in national
accounts contracts, including those resulting from proposals
to Sourcewell RFPs such as 062320; they must "opt -in" by
signing a Dealer Participation Agreement with Caterpillar
Inc. Please refer to Table 16: Exceptions to Terms,
Conditions, or Specifications For, contract section 2 for
further explanation regarding CAT dealer participation.
30
Identify any Sourcewell participating entity sectors (i.e.,
We are happy to serve all Sourcewell Member sectors,
government, education, not -for -profit) that you will NOT be
within the United States and Canada with our complete
fully serving through the proposed contract. Explain in detail.
product and service offering through Sourcewell.
For example, does your company have only a regional
presence, or do other cooperative purchasing contracts limit
Caterpillar's cooperative purchasing and rental contracts are
your ability to promote another contract?
non-exclusive; i.e. none of them restrict Caterpillar from
promoting any other cooperative purchasing contracts.
Cat dealers are independently owned businesses.
Consequently, before dealers can participate in national
accounts contracts, including those resulting from proposals
to Sourcewell RFPs such as 062320; they must "opt -in" by
signing a Dealer Participation Agreement with Caterpillar
Inc. Please refer to Table 16: Exceptions to Terms,
Conditions, or Specifications Form, contract section 2, for
further explanation regarding CAT dealer participation.
31
Define any specific contract requirements or restrictions that
There are no restrictions or limitations for sales to members
would apply to our participating entities in Hawaii and
in Hawaii, Alaska, or U.S. Territories. However, because
Alaska and in US Territories.
products available in Hawaii, Alaska, or U.S. Territories are
different from those within the U.S. and Canada, we may
need to adjust our product list and provide revised pricing
as Sourcewell expands to serve these markets.
Table 7: Marketing Plan
Line
Item Question
Response*
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
32
33
Describe your marketing strategy for promoting this contract
opportunity. Upload representative samples of your
marketing materials (if applicable) in the document upload
section of your response.
Describe your use of technology and digital data (e.g.,
social media, metadata usage) to enhance marketing
effectiveness.
Our current marketing strategy with Sourcewell contract
#032119-CAT proves to be effective, with year over year
sales growth through this contract; including over 75% in
2019 vs. the previous year. Should we be fortunate enough
to be awarded a contract for equipment rental in response
to RFP #062320, we will proudly announce the award
publicly through our multiple customer facing touchpoints
which may include:
Press Release
Governmental Solutions Magazine (Caterpillar produced
magazine distributed to governmental customers in the US
and Canada
Government Training & Safety Days (governmental
customer training events at Caterpillar facilities)
Announcement in our monthly governmental customer
eNewsletter
Announcement on our social media channels (FIB,
Instagram, Linkedln)
Feature on our governmental focused website:
www.cat.com/governmental
Display mentions at all governmental tradeshows we
attend
Updated literature with the new contract information.
Some examples are included as attached documents.
However, we will use the opportunity of this newly awarded
contract to update and redesign our materials to include our
equipment rental offering.
Caterpillar and the CAT dealer network are leaders in using
emerging technologies to reach our customers. We manage
several Facebook pages, Instagram, Linkedln, etc. and can
target governmental segments separately. We also look at
past purchase history and financing information to recognize
in advance when customers may be considering replacing
machines that they own.
We have a subscription to a third -party database (Deltek)
which we use to monitor future funding. It is our intention to
reach out (via CAT dealers) to these potential customers
and recommend the Sourcewell solution as they prepare for
future purchases and equipment rentals.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
34
In your view, what is Sourcewell's role in promoting contracts
We count on Sourcewell to promote themselves, awarded
arising out of this RFP? How will you integrate a Sourcewell-
contracts and the viability of cooperative purchasing and
awarded contract into your sales process?
rental in general. We appreciate Sourcewell's presence in
industry media, tradeshows, and their web presence. We
also appreciate Sourcewell's 'Get to Know You' training
forums, which many Caterpillar dealer sales teams have
attended throughout the United States. While Sourcewell
should continue their currently strong marketing efforts, we
believe it is also our responsibility to promote the contract
with our customer base. Some examples of our marketing
efforts are mentioned in our response to line item 32. We
will also encourage these conversations between our sales
force and the buyers and influencers who are considering
our equipment for purchase.
As Sourcewell is already well on the way to be the
preferred selling method to non-federal governmental entities
by Cat dealers, we will also encourage them to utilize the
rental contract as well. There is a team of dedicated
corporate governmental specialists whose job is to assist
dealers with sales and rentals. These team members are
experts in cooperative purchasing and work daily with
customers and dealers to answer questions and to facilitate
its use.
Caterpillar also has a Governmental Affairs team who will
continue to work closely with Sourcewell's Governmental
Affairs staff, when necessary, to lobby for procurement codes
that allow the use of Cooperative Contracts.
35
Are your products or services available through an e-
Our parts division lends itself best to e-procurement and
procurement ordering process? If so, describe your e-
many CAT dealers offer that capability to customers via a
procurement system and how governmental and educational
dealer portal.
customers have used it.
Our machines are complex and often custom -configured. A
consultative salesperson is integral to ensuring that machines
are configured and built to perform well in their expected
duties. For this reason, we do not offer a company -wide e-
procurement option. Our dealers are innovators however, and
if they offer e-procurement now or in the future we are
pleased to allow Sourcewell members to use that option.
Table 8: Value -Added Attributes
Line
Item
Question
Response*
36
Describe any product, equipment, maintenance, or operator
All dealers offer basic operation, safety, and maintenance
training programs that you offer to Sourcewell participating
training with every sale. Should a customer desire more
entities. Include details, such as whether training is standard
advanced training, such as productivity improvement or
or optional, who provides training, and any costs that apply.
advanced repairs, each of our dealers can supply that
training. Often there is a cost associated with that specific
additional training and it would be negotiated between the
dealer and the customer.
Caterpillar also offers training programs directly to customers
in three areas — operation, safety, and service. Members
may access courses online, via CDs, or through instructor -
led classes leading to operator certifications. The fees for
these services vary depending on the depth of training
desired. These high-level instructor -led courses can be
conducted at one of our dedicated training facilities in the
US, or on a customer's local site using their own equipment.
Advanced repair courses may occasionally be made
available to non -dealer mechanics. Current course options
are available through dealer product support departments.
These courses have a fee which varies according to class
length and materials.
37
Describe any technological advances that your proposed
Technology is a key product differentiator for Caterpillar. To
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-4OC1-8318-C31AOD1F6141
products or services offer.
describe each of them in detail would expand the length of
this response beyond a reasonable level. For brevity, key
technologies are referenced below. More detail is available
on our product pages on www.cat.com.
Remote monitoring and telematics are available on every
machine. This allows customers and dealers to monitor
machine health and operation with the intent of early issue
detection. Through our proprietary fleet monitoring software,
we are leaders in using technology to prevent unexpected
downtime.
Motor Graders
• Auto shift Transmission — maintains consistent torque
through shifts with reduced forces and variations
• Eco Mode - Save up to 10 percent on fuel consumption
• Blade Slope Meter - Reduces the dependence on
manual grade checking.
• Cross Slope Indicate - provides a real time readout of
cross slope on the machine display
• Auto Cross Slope - Save up to 40 percent in material
with the Cat GRADE Cross Slope feature
• Cat Grade - Ensures machine readiness for additional
2D/3D grade control technologies
• Stable Blade - Senses blade bounce before the
operator to reduce manual throttle use and site rework
• Rearview Camera - enhances visibility along with a
heated lens to prevent snow buildup
Dozers
• Auto shift Transmission with Lockup Torque Converter —
Saves up to 20% of fuel with no operator input
• Electric Drive Transmission (option) — Saves up to 35%
of fuel with no operator input
• Slope Indicate - provides a real time readout of cross
slope on the machine display
• Slope Assist - automatically maintains blade slope
without a GPS signal
• Cat Grade with 3D - enables operators to improve
grading efficiency, accuracy, and productivity in both
production dozing and finish grading applications
• AutoCarry — automatically controls blade lift for more
consistent blade loads and less track slip
• Stable Blade — monitors blade pitch and automatically
controls the blade for smoother finishes
• Rearview Camera - enhances visibility with HD quality
and back-up lines
Excavators
• Eco Mode - automatically adjusts engine and hydraulic
power for the highest fuel efficiency —less power for tasks
such as swinging and more power for digging
• Cat Grade with 2D - helps operators reach grade
faster eliminating grade checkers
• Cat Grade with 3D — increases productivity and
expands grading capabilities
• Dig Assist — Automatically controls boom and bucket
movements to deliver more accurate cuts with less effort
• Payload measuring - delivers precise load targets with
on -the -go weighing
• eFencing - automatically stops excavator motion using
boundaries you set in the monitor for the entire working
envelope —above, below, sides and front
• Birds eye 360 view Camera - rearview and right -side -
view cameras always keep operators aware of their
surroundings
Wheel Loader
• Electric Drive Transmission (option) - Maintains
productivity while operating 25 percent more efficiently
• Eco Mode - reduces fuel consumption with minimal
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
38
Describe any "green" initiatives that relate to your company
or to your products or services, and include a list of the
certifying agency for each.
impact to productivity
• Payload measuring - brings payload weighing to the
cab so operators can work more productively and deliver
accurate loads with confidence
• Ride Control - works as a shock absorber, improving
ride quality over rough terrain
• Object Detect — increases operator awareness around
the machine and provide alerts to help keep people and
assets safe on the job site
• Rearview Camera - enhances visibility with HD quality
Backhoe
• 4WD Auto Shift 6 speed Transmission with Lockup
Torque Converter - allows effortless gear and direction
changes while maintaining continuous traction throughout the
work cycle for better torque and added fuel efficiency
• Ride Control - provides a much smoother ride in all
applications
• Variable Speed Steering — reduces number of steering
wheel rotations when rotated faster.
Skid Steer Loader/ Compact Track Loader
• Remote Task — allows operator to precisely control the
machine from a safe location
• Cat "Intelligent Leveling" system (ILEV) provides industry
leading technology, integration and features such as dual
direction, self -leveling, work tool return -to -dig and work tool
positioner
• Speed Sensitive Ride Control - improves operation on
rough terrain, enabling better load retention, increased
productivity, and greater operator comfort.
At Caterpillar, sustainability is an important commitment to
building a better world. Sustainability is part of who we are
and what we do every day — it is one of Caterpillar's core
values. We recognize progress involves a balance of
environmental stewardship, social responsibility, and
economic growth.
We consider this as we work toward a vision of a world in
which people's basic needs — such as shelter, clean water,
education, and reliable energy — are fulfilled. We provide
work environments, products, services, and solutions that
make productive and efficient use of resources as we strive
to achieve our vision. We believe this commitment supports
the enduring success of our customers, stockholders,
dealers, and our people.
Caterpillar is a proud 20-year member of the Dow Jones
Sustainability Indices, including both the World and North
America indices. The annual DJSI process follows a best -in -
class approach, evaluating numerous corporate economic,
environmental, and social performance factors.
For more on sustainability at Caterpillar, please visit our
2019 Sustainability Report at: http://reports.caterpillar.com/sr/
The 2020 report will be available in 2021.
Examples of sustainability in action at Caterpillar follow below:
INNOVATION:
Caterpillar aims to help customers use less fuel and
generate fewer greenhouse gas (GHG) emissions. We
continue to develop products with fewer direct emissions. In
addition, we're increasing our investment in high -efficiency
energy conversion and electrification — working to increase
power density, expand the use of alternative fuels, maximize
efficiency of power systems, and introduce electrification into
our product lines while significantly decreasing owning and
operating costs. In doing so, we help our customers improve
their own operations, while also driving our industry to
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
improve.
REMANUFACTURING:
Caterpillar strives to provide customers with quality
equipment that delivers the best economic proposition for
their business. We remanufacture (reman) and rebuild
products and components that provide customers not only
with immediate cost savings, but also help extend life cycles
and use materials more efficiently. Rebuild programs
increase the lifespan of equipment by providing customers
with a restored product for less cost than buying new.
A complete Cat® Certified Rebuild includes more than 350
tests and inspections, automatic replacement of
approximately 7,000 parts and a like -new machine warranty.
Caterpillar takes a systems view of the life of our products.
We design and manufacture them for multiple lives, our
dealers support and service them to maximize their value to
the customer, and we remanufacture them at the end of their
useful life to deliver the next generation of value. Our
engineering and manufacturing expertise, field population and
dealer organization make this possible. This total life cycle
approach allows us to provide sustainable solutions that help
customers build a better world.
FLEET EFFICIENCY:
Reducing waste and conserving natural resources on job
sites are increasingly important goals of many of
Caterpillar's customers as they seek to realize the full value
of their assets on the job site. Our Job Site Solutions team
works in partnership with Cat® dealers to help customers
find innovative ways to improve their operations and be
more competitive in the marketplace — solutions that often
deliver additional sustainability benefits. For instance,
optimizing fleet efficiency not only reduces costs, but can
also improve the maintenance and component replacement
cycles of individual machines. Better maintenance execution
can extend the life of a machine, which in turn reduces raw
material consumption.
RESPONSIBLE MANUFACTURING:
At our facilities, we work to minimize our environmental
impact by focusing on energy conservation, GHG emission
reduction, water conservation and waste reduction. We have
set energy -efficiency targets in our operations since 1998
and have set GHG emission -reduction targets since 2003.
We currently have operational targets for an increased
reliance on alternative and renewable energy and a reduction
in energy intensity and GHG emissions intensity.
As a manufacturer of heavy equipment, some of Caterpillar's
operations are energy -intensive. But even in our most energy -
dense environments, Caterpillar employees have found ways
to implement innovative energy solutions that reduce our
energy costs as well as our environmental impacts.
With respect to water, we recognize the far-reaching
economic, social, and environmental implications that water
scarcity may have in the future and have taken steps to
reduce our consumption.
Finally, we are minimizing waste in our processes not only
to reduce costs, but also to reduce our use of materials,
energy, water, and land. We ultimately aim to reduce all
waste generated by our production processes.
SUSTAINABLE CONSTRUCTION:
Our goal is to design all new facilities to meet Leadership
in Energy and Environmental Design (LEED) or comparable
green building criteria.
Facilities designed to the LEED criteria are more energy -
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
39
Identify any third -party issued eco-labels, ratings or
certifications that your company has received for the
equipment or products included in your Proposal related to
energy efficiency or conservation, life -cycle design (cradle -to -
cradle), or other green/sustainability factors.
and resource -efficient than traditional construction. LEED
facilities are also designed to create a healthier indoor
environment for employees. All our facilities that completed
construction in 2017 met LEED or comparable green
building criteria.
By taking a critical look at every phase of our operations,
teams have been able to uncover unexpected methods to
reduce our footprint while maintaining or improving
performance and customer satisfaction.
We are proud to share the following metrics
METRIC
CHANGE FROM 2006 to 2019:
• Absolute Change in GHG Emissions
41% Reduction
• Operational Energy intensity
32%
Reduction
• Waste Generation Intensity
21%
Reduction
• Absolute Water Consumption
37% Reduction
METRIC
CURRENT LEVEL:
• Alternative/Renewable Energy Use
35.5%
• Waste Recycled
87.1 %
Plants certified with ISO 14001:2004 Environmental
Management System include:
• Anchor Coupling - Goldsboro, NC - ISO 14001:2004 -
Sept 2018
• Anchor Coupling - Menominee - ISO 14001:2015 - Jan.
2021
• Gen Sets - Newberry - ISO 14001:2004 - Nov. 2017
• Mapleton 14001:2004 self -certification - issued January
2013
• Reman Services - Corinth, MS - ISO 14001:2015 - Sept.
2021
• Reman Services - Franklin - ISO 14001:2004 - May 2017
Plants certified with ISO 14001:2004 Environmental
Management System include:
• Anchor Coupling - Goldsboro, NC - ISO 14001:2004 -
Sept 2018
• Anchor Coupling - Menominee - ISO 14001:2015 - Jan.
2021
• Gen Sets - Newberry - ISO 14001:2004 - Nov. 2017
• Mapleton 14001:2004 self -certification - issued January
2013
• Reman Services - Corinth, MS - ISO 14001:2015 - Sept.
2021
• Reman Services - Franklin - ISO 14001:2004 - May 2017
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
40
Describe any Women or Minority Business Entity (WMBE),
Two of our dealers in North America are owned by women:
Small Business Entity (SBE), or veteran owned business
Foley Equipment, with territory primarily in Kansas and
certifications that your company or hub partners have
Missouri; and Cashman Equipment based in Nevada. In
obtained. Upload documentation of certification (as
addition to these two owners, there are 31 other women in
applicable) in the document upload section of your response.
our North American dealer network who hold the titles of
President, Vice President or Director.
One of the more recognized initiatives within Caterpillar's
Global Supply Network Division is the Caterpillar Inc.
Proprietary Information Supplier Diversity program, which
spurs economic growth by increasing business opportunities
to minority -owned, women -owned, veteran- and service -
disabled veteran -owned, small disadvantaged businesses and
those certified in HUBZones, all while ensuring expectations
are met with regards to quality, velocity, capacity, and cost.
Currently more than 37% of our direct and indirect
purchasing is conducted with suppliers in these categories.
Caterpillar is a proud member of the National Minority
Supplier Development Council (NMSDC). We also use the
System for Award Management (SAM), SBA, and NMSDC
databases to locate SDB, VOSB, SDVOSB and HUBZone
suppliers.
Supplier Diversity is discussed with Global Supply Network
Division leadership during the Monthly Operating Results
Review meetings. This in turn forces accountability for
diverse supplier inclusion by measuring drivers, such as the
number of sourcing projects, which include Diverse Suppliers
and the values of the projects in which they participate. The
goal is to create greater transparency to determine which
teams are creating inclusive environments, and which are not.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
41 What unique attributes does your company, your products, or
your services offer to Sourcewell participating entities? What
makes your proposed solutions unique in your industry as it
applies to Sourcewell participating entities?
Table 9: Warranty
RELIABLE RENTAL EQUIPMENT:
CAT dealers keep their rental fleets fresh. Industry data
demonstrates that the average age of rental equipment in
CAT dealers' fleets, is consistently less than the rental
industry as a whole. Please refer to in the
attached "Additional Documents" zip folder for the "Rental
Fleet Asset Age Comparison -Cat vs. Industry" chart for the
data.
BEST OVERALL VALUE / LOWEST LIFE CYCLE COST:
Caterpillar products deliver the best value for the money.
While we rarely have the lowest initial purchase price, we
are happy to demonstrate to customers that our machines
offer the lowest overall owning and operating costs when
factors such as fuel efficiency, repair frequency, productivity,
and resale value are factored in. We believe that
government agencies are tasked to be the best stewards of
taxpayer funds and our products can prove that they are the
best solution. Sourcewell members are in the best position
to allow these discussions to take place in contrast to a
local bid situation where the focus is often only on initial
price.
CAT SAFETY SERVICES / SAFETY FEATURES:
In addition to the tangible, measurable aspects of the life
cycle cost equation, we also bring our focus on safety to
every product that we manufacture. Quantifying a human life
or debilitating injury is impossible, but each machine has
industry -leading features that strive to minimize the possibility
for accidents.
In addition to built-in safety features, we also offer a suite of
aftermarket safety products and services that are unique in
the industry.
Caterpillar Safety Services offers culture, jobsite & leadership
assessments; safety and leadership training workshops; and
a comprehensive continuous improvement process through
consultative services. Services are facilitated by Safety
Services consultants and training products can be purchased
for self -implementation. Details on products and services are
available at www.cat.com/safety. These products and services
are available at a 15% discount from the list price.
Technology Enabled Safety Solutions are tangible products
designed to assist the implementation of a safety culture.
We are pleased to offer these unique products at a 5%
discount off list price.
Examples of products and services available include (this list
may be augmented as new products/services become
available):
a) Cat Detect suite of products (allows machines to
sense people and objects near them)
b) Driver Safety System (detects and reacts to signs of
fatigue and distraction)
c) Cat SmartBand (monitors activity and sleep data)
PRODUCT ATTRIBUTES:
Each product we sell offers unique operating, safety, and
cost -savings advantages that are exclusive to Caterpillar. It is
outside the scope of this response to itemize these
differentiators. However, we provide many details on our web
page at www.cat.com.
Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
procedure, and overall structure. You may upload representative samples of your warranty materials (if applicable)
in the document upload section of your response in addition to responding to the questions below.
Line
Item
Question
Response*
42
Do your warranties cover all products, parts, and labor?
Yes. Caterpillar has the most extensive warranty coverage in
the industry. We cover all products, parts, and labor with
fewer exclusions than our competitors. Please see
Attachment D for details.
43
Do your warranties impose usage restrictions or other
We do not impose usage restrictions. We are pleased to
limitations that adversely affect coverage?
say that our warranties cover defects in material and
workmanship for the time specified in the policy when the
equipment is used as per design intent.
44
Do your warranties cover the expense of technicians' travel
The Caterpillar warranties cover the cost of replacement
time and mileage to perform warranty repairs?
parts and the labor to install them, they do not cover travel
time and mileage. Dealer territories vary considerably from
state to state as do their policies about travel time and
mileage during the warranty period.
45
Are there any geographic regions of the United States (and
We have no restrictions on warranty repairs. One of our key
Canada, if applicable) for which you cannot provide a
differentiating strengths is our ability to service equipment
certified technician to perform warranty repairs? How will
regardless of where is it located.
Sourcewell participating entities in these regions be provided
service for warranty repair?
46
Will you cover warranty service for items made by other
Warranty service for machines ordered from a Caterpillar
manufacturers that are part of your proposal, or are these
facility are generally provided by Caterpillar and performed
warranties issues typically passed on to the original
by Cat dealers. Some items, such as tires, are covered
equipment manufacturer?
under their manufacturers' warranties.
47
What are your proposed exchange and return programs and
We warrant that upon delivery our products will be free from
policies?
defects in material and workmanship and will operate as
intended. If they are not, we will make any necessary
corrections.
48
Describe any service contract options for the items included
We have a large variety of service contract options which
in your proposal.
can all be customized according to customer needs. Below
are just two examples. More solutions are available, and we
encourage members and dealers to explore all options.
1) Equipment Protection Plans (Extended Service
Coverage/Cat Insurance):
After the initial warranty period ends, members may choose
to purchase additional protection plans to reduce their
exposure to unplanned costs. These policies are written
based on months and hours of operation. There are four
standard levels of coverage:
a) Powertrain
b) Powertrain + Hydraulics
c) Powertrain + Hydraulics + Technology
d) Premier
A description of all these options is included in the attached
Equipment Protection Plans document.
Important note: The purchase price for these Extended
Service Coverage plans is lower for governmental agencies
than it is for private buyers.
2) Customer Value Agreements (CVAs):
A member may choose to enter into an agreement with their
Cat dealer to perform routine maintenance and/or repairs.
These contracts are customizable based on member needs.
The selling Cat dealer can take responsibility for some or all
the required service and maintenance needs to allow the
agency to gain efficiency by focusing on the performance
demands more than maintenance. CVAs are a useful tool to
manage expenses. Most CVAs are bundled at the time of
purchase; however, they may be added at any time.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-4OC1-8318-C31AOD1F6141
Table 10: Payment Terms and Financing Options
Line
Item
Question
Response*
49
What are your payment terms (e.g., net 10, net 30)?
CAT dealers are independently owned businesses. As such,
their payment terms vary, but all will be stated on individual
rental agreements and invoices.
50
Do you provide leasing or financing options, especially those
Yes. Participating CAT dealers offer both leasing and
options that schools and governmental entities may need to
financing options to governmental members of Sourcewell, at
use in order to make certain acquisitions?
rates lower than available to the general public.
51
Briefly describe your proposed order process. Include
Our simple order process has been and will continue to be
enough detail to support your ability to report quarterly sales
well appreciated by Sourcewell and Sourcewell members:
to Sourcewell as described in the Contract template. For
1) When a Sourcewell participating entity decides to rent
example, indicate whether your dealer network is included in
from a participating Cat dealer, they simply include their
your response and whether each dealer (or some other
Sourcewell member number and Sourcewell contract number
entity) will process the Sourcewell participating entities'
on the Rental Delivery Order they issue to the participating
purchase orders.
Cat dealer.
2) Upon acceptance of the rental order the participating CAT
dealer issues the rental agreement to the Sourcewell
participating entity, and at the entity's direction, either makes
ready for pick-up or delivers the equipment.
3) Commensurate with the entity's credit standing,
the participating CAT dealer will invoice the entity at the
conclusion of the contracted rental term or upon return of the
equipment; whichever occurs first.
4) If the rental is for an extended period of time, e.g. more
than one month, the participating Cat dealer in consultation
with the Sourcewell participating entity; may invoice the
Sourcewell participating entity at a periodic interval, e.g. at
the conclusion of each week or month.
5) Upon payment receipt from the Sourcewell participating
entity, the participating CAT dealer will, on a monthly basis,
submit a report to Caterpillar of equipment rental
transactions to participating Sourcewell members renting
equipment using the Sourcewell-CAT rental contract. Such
reports will include the member number provided to the
dealer by the participating Sourcewell entity.
6) On a monthly basis, Caterpillar will aggregate these
reports . On a quarterly basis, Caterpillar will submit a
consolidated report along with payment of the Sourcewell
administration fee.
Important Note: Should a member wish to include additional
terms and conditions to this contract, or to otherwise request
a Participating Addendum, that agreement/PA should be
executed between the member and the Cat dealer directly.
52
Do you accept the P-card procurement and payment
Because Cat dealers will be receiving payments directly
process? If so, is there any additional cost to Sourcewell
from members, accepting P-card procurement will be at their
participating entities for using this process?
discretion. Many dealers do accept this method without
additional fees. Some have limitations on the amount that
can be processed.
Table 11: Pricing and Delivery
Provide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product
adjustments can be made during the term of an awarded Contract as desribed in the RFP, the template Contract, and the
Sourcewell Price and Product Change Request Form.
Line Question Response*
Item
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
53
Describe your pricing model (e.g., line -item discounts or
Our pricing model is simple. Participating CAT dealers will
product -category discounts). Provide detailed pricing data
offer participating Sourcewell members, national not -to -
(including standard or list pricing and the Sourcewell
exceed rental rates.
discounted price) on all of the items that you want
Sourcewell to consider as part of your RFP response. If
Please refer to Attachment "2020 CAT RENTAL RATES -
applicable, provide a SKU for each item in your proposal.
SOURCEWELL" which includes rates for the U.S. (pages 1-
Upload your pricing materials (if applicable) in the document
4) and Canada (pages 5-7) for nationwide daily, weekly, and
upload section of your response.
monthly rental rates for a wide variety of CAT branded
equipment, as well as a selection of popular equipment from
other OEMs represented by CAT dealers.
These Sourcewell not -to -exceed nationwide rental rates
represent the maximum rate that a Participating Dealer may
charge Sourcewell participating entities. Local rental rate
market conditions vary greatly. Consequently, dealers may
be able to offer additional discounts in their local markets.
54
Quantify the pricing discount represented by the pricing
Because rental rates vary considerably across the U.S> and
proposal in this response. For example, if the pricing in your
Canada, the discounts applied in the attached "Cat 2020
response represents a percentage discount from MSRP or
Rental Rates-Sourcewell" rate schedule are net rates that
list, state the percentage or percentage range.
include an average of 10% off already applied.
Caterpillar strongly encourages Sourcewell members to
ALWAYS contact their local participating CAT dealer and
request rental rate quotes specific to the Sourcewell
members equipment needs and the dealer's local market.
Additionally, we are pleased to offer a discount of 15% off
all products and consulting services under the Cat Safety
Services Umbrella; and 5% off our Technology Enabled
Safety Solutions. Please refer to the attached documents
and visit www.safety.cat.com and www.safelyhome.cat.com for
details on these services.
55
Describe any quantity or volume discounts or rebate
Participating CAT dealers are empowered to consider rental
programs that you offer.
order volume, repeat rentals, member responsiveness, etc.
They may offer participating Sourcewell members additional
discounts and/or services at their discretion.
56
Propose a method of facilitating "sourced" products or
Sourced goods / Open Market Items are available to
related services, which may be referred to as "open market"
members from our Cat dealers. The prices for these goods
items or "nonstandard options". For example, you may
or services will represent fair market value and will be
supply such items "at cost" or "at cost plus a percentage,"
determined between the member and the selling dealer. We
or you may supply a quote for each such request.
encourage Cat dealers and members to use this option as
it facilitates complimentary products and streamlines the
procurement process.
Participating Sourcewell members and participating CAT
dealers are responsible for including the Sourcewell
membership number on all documentation related to these
purchases. Caterpillar Inc. is not a party to these sales or
rentals and is exempted from including them in the quarterly
reports. For audits, inclusion of a customer's Sourcewell
member number on the PO and/or invoice shall be deemed
sufficient.
57
Identify any element of the total cost of acquisition that is
Machines are unique in their requirements for preparation
NOT included in the pricing submitted with your response.
prior to use. Some may require local final assembly due to
This includes all additional charges associated with a
their large size, others may have locally installed options (fire
purchase that are not directly identified as freight or
suppression, beacons, auto Tube systems for example). When
shipping charges. For example, list costs for items like pre-
a dealer issues a quote for a machine, any additional costs
delivery inspection, installation, set up, mandatory training, or
will be itemized separately and are not subject to the
initial inspection. Identify any parties that impose such costs
Sourcewell discount.
and their relationship to the Proposer.
58
If freight, delivery, or shipping is an additional cost to the
There is no delivery fee to Sourcewell members who choose
Sourcewell participating entity, describe in detail the
to pick-up equipment from their local participating CAT
complete freight, shipping, and delivery program.
dealer. If delivery is requested, participating dealers may
charge for haulage and permits that may be required.
59
Specifically describe freight, shipping, and delivery terms or
Just as for members in the 48 contiguous states, there is
programs available for Alaska, Hawaii, Canada, or any
no additional cost to members who choose to pick up their
offshore delivery.
machine from their local participating Cat dealer. Dealers
may charge fees for delivery to the member's location.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-4OC1-8318-C31AOD1F6141
60 Describe any unique distribution and/or delivery methods or Equipment offered for rent can vary considerably in size and
options offered in your proposal. weight. If there are unique member requirements participating
CAT dealers will be happy to discuss these on a case by
case basis.
Table 12: Pricing Offered
Line
Item
The Pricing Offered in this Proposal is: *
Comments
61
d. other than what the Proposer typically offers (please describe).
This proposal offers participating Sourcewell members the
ability to receive consistent and guaranteed "not -to -exceed"
rental rates valid nationwide in the U.S. and Canada, for the
term of this contact. Whereas previously, members would be
subject to variable local dealer pricing based upon
equipment availability and market conditions at the time of
the rental transaction.
Table 13: Audit and Administrative Fee
Line
Item
Question
Response*
62
Specifically describe any self -audit process or program that
We plan to continue our very robust process to ensure
you plan to employ to verify compliance with your proposed
reporting speed, accuracy, and contract compliance.
Contract with Sourcewell. This process includes ensuring that
Sourcewell participating entities obtain the proper pricing,
Caterpillar and our Cat dealers have very close and trusting
that the Vendor reports all sales under the Contract each
relationships. Our dealers are long-established, and the
quarter, and that the Vendor remits the proper administrative
current process (under contract #032119-CAT) is working
fee to Sourcewell.
well.
• After month end, we will gather rental transaction data
attributed to participating Sourcewell members who rent
equipment via the Sourcewell-CAT equipment rental contract
number: (TBD) and aggregate it for our reporting.
• After quarter end, Caterpillar Inc. will send the quarterly
rental transaction report and administration fee payment to
Sourcewell for all items that are subject to the administrative
fee.
63
Identify a proposed administrative fee that you will pay to
Similar to Sourcewell contract #032119-CAT; Caterpillar
Sourcewell for facilitating, managing, and promoting the
would be pleased to offer an administration fee of 0.50% of
Sourcewell Contract in the event that you are awarded a
rental revenue only earned by participating CAT dealers from
Contract. This fee is typically calculated as a percentage of
the rental of equipment to participating Sourcewell members
Vendor's sales under the Contract or as a per -unit fee; it is
through the Sourcewell-CAT equipment rental contract
not a line -item addition to the Member's cost of goods.
number: (TBD). Other charges, including transportation,
(See the RFP and template Contract for additional details.)
environmental fees, re -fueling, repairs and damages, cleaning
charges and taxes will not be included in the administrative
fee. Caterpillar will pay this fee and will not ask Sourcewell
members to pay this fee.
Participating CAT dealers will be required to provide
Caterpillar a summary of transactions in order to provide
Caterpillar and Sourcewell the necessary details to perform
upon the administrative fee payment.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-4OC1-8318-C31AOD1F6141
Table 14A: Depth and Breadth of Offered Equipment Products and Services
Line
Item
Question
Response*
64
Provide a detailed description of the equipment, products,
Caterpillar is offering the rental equipment product lines as
and services that you are offering in your proposal.
listed in the attached "CAT 2020 Rental Rates-Sourcewell"
rate schedule. This includes over 130 items of Cat branded
equipment as well as popular equipment from other OEM
brands represented by participating CAT dealers.
Participating CAT dealers also offer hundreds of work -tool
attachments including augers, blades, brooms, buckets, forks,
hydraulic hammers, and many more.
In addition to rental machines and work tools, we are happy
to offer members access to used machines, parts, service,
extended service coverage plans, CVAs, products from Cat
Safety Services, sourced goods, and open market items.
65
Within this RFP category there may be subcategories of
The construction and related equipment offerings include, but
solutions. List subcategory titles that best describe your
are not limited to: compressors, articulated trucks, articulated
products and services.
booms, backhoe loaders, cranes, crawler & wheel loaders,
track dozers & loaders, rollers, dump trucks, tracked &
wheeled excavators, forklifts, generators, HVAC equipment,
compaction equipment including rollers, light utility vehicles,
lighting equipment, motor graders, scissor lifts, skid steer
and track loaders, sweepers and brooms, telehandlers,
telescopic booms, trenching equipment, water trucks, and
welders.
Table 14113: Depth and Breadth of Offered Equipment Products and Services
Indicate below if the listed types of equipment, products, and services are offered within your proposal. Provide additional
comments in the text box provided to further clarify your offering, as necessary.
Line
Category or Type
Offered *
Comments
Item
66
Construction Equipment (describe heavy,
C: Yes
Visit local participating CAT rental
medium or light in Comment field)
r No
dealer for selection and current
availability.
67
Construction Tools
f: Yes
Visit local participating CAT rental
f No
dealer for selection and current
availability.
68
Electrical Tools
C: Yes
Visit local participating CAT rental
r No
dealer for selection and current
availability.
69
Heating, Ventilation and Air
l: Yes
Visit local participating CAT rental
Conditioning (HVAC) Equipment
r' No
dealer for selection and current
availability.
70
Material Handling Equipment
f: Yes
Visit local participating CAT rental
r No
dealer for selection and current
availability.
71
Pumps
r Yes
Visit local participating CAT rental
r' No
dealer for selection and current
availability.
72
Concrete and Masonry Equipment and
r' Yes
Visit local participating CAT rental
Tools
r No
dealer for selection and current
availability.
73
Public Works and Utility Equipment
r Yes
Visit local participating CAT rental
r' No
dealer for selection and current
availability.
74
Trucks and Trailers
G Yes
Visit local participating CAT rental
r No
dealer for selection and current
availability.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-4OC1-8318-C31AOD1F6141
75
Waste and Debris Handling Equipment
C. Yes
Visit local participating CAT rental
r No
dealer for selection and current
availability.
76
Generators
G. Yes
Visit local participating CAT rental
No
dealer for selection and current
availability.
77
Tree, Lawn, and Landscape Equipment
r. Yes
Equipment in these categories include,
f No
skid steer loaders, compact track
loaders, compact articulated wheel
loaders, mini -hydraulic excavators, etc.
Visit local participating CAT rental
dealer for selection and current
availability.
78
Snow and Ice Removal Equipment
r: Yes
This includes work -tools such as snow
r No
plows and snowblowers. Visit local
participating CAT rental dealer for
selection and current availability.
79
Facility Maintenance and Cleaning
C: Yes
This includes work -tools including rotary
Equipment
r No
brooms, utility brooms, pickup brooms.
Visit local participating CAT rental
dealer for selection and current
availability.
80
Safety Equipment
C: Yes
Visit local participating CAT rental
r No
dealer for selection and current
availability.
81
Temporary Shelters and Seating
r Yes
n/a
C. No
82
Audio Visual Equipment and Public
f Yes
n/a
Address Systems
c: No
83
Portable Sign Boards, Portable Traffic
r Yes
n/a
Signals, Road Barricades and Signs
l: No
84
Environmental conditions or Emissions
r Yes
n/a
Monitoring Equipment, Calibration and
r No
Testing Equipment, and Imaging
Equipment
85
Delivery, Installation or Setup, Removal,
c: Yes
Visit local participating CAT rental
Repair, Maintenance, Equipment
r No
dealer for selection and current
Training Programs, Safety Training
availability.
Programs
86
Used Rental Equipment Sales
f: Yes
Visit local participating CAT rental
r No
dealer for selection and current
availability.
Table 15: Industry Specific Questions
Line Question Response*
Item
87 If you are awarded a contract, provide a few examples of Caterpillar, Inc. collects rental transaction data from CAT
internal metrics that will be tracked to measure whether you dealers, industry trade associations, as well as 3rd party
are having success with the contract. data analytics providers. We will closely monitor the total
volume / value of rental business transacted with Sourcewell
members under this contract within each participating CAT
dealer's service territory.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
88
Identify any additional costs not included in the rental
1. Freight / delivery fees- There is no delivery fee to
equipment cost, such as delivery fees, loading and unloading
Sourcewell members who choose to pick-up equipment from
fees, equipment fuel surcharges, environmental fees or
their local participating CAT dealer. If delivery is requested,
permits.
participating CAT dealers may charge for haulage and
permits that may be required.
2. Environmental fees: The local participating CAT dealer
may charge an environmental fee not to exceed 1.5% of the
rental rate.
3. Fuel Surcharges: As part of the pre -rental inspection
process, equipment will generally be fully fueled unless
prohibited by local ordinance. If equipment is returned with
less fuel than when it was delivered, then the participating
CAT dealer may charge the Sourcewell member for top -up
fuel. Fuel charges are posted at the dealer shop and will be
communicated when equipment is rented.
4. Cleaning and damages: The participating CAT dealer
may charge for cleaning equipment that is not returned clean
and for damages caused by the Sourcewell member.
5. Over hours or excess usage charges: If Participating
Entity makes a greater use of the Rental Equipment,
Participating Entity shall pay Participating Dealer additional
rental charges for the excess use of the Rental Equipment
as follows: for every hour of overtime the charge is equal to
the applicable rate of the Rental Equipment Rental Price
divided by the applicable maximum hours. Customer shall
advise Participating Dealer when equipment is used more
than a single shift.
89
Describe your rent -to -buy option program for new rental
CAT dealers are independently owned and the rent -to -buy
equipment, if applicable.
options each offers will vary due to a number of factors
including local market conditions. Sourcewell members
interested in rent -to -buy options are encouraged to contact
their local participating CAT dealer for locally available
solutions.
90
Describe your used rental equipment sales program, if
CAT Certified Used equipment is selected, inspected and
applicable.
serviced to a higher standard while still providing an
economical purchase alternative. CAT dealers and CAT
Finance have a massive inventory of used equipment for
sale, from construction equipment and power systems to
work tool attachments and allied products and more.
Whether a Sourcewell member is looking for good used
equipment, work -tools or an upgrade for an existing piece of
equipment in their fleet; chances are, their local participating
CAT dealer will have the equipment they need.
CAT dealers currently have over 28,000 pieces of used
equipment, generators, engines, and parts available for sale.
Sourcewell members may purchase used equipment from the
inventory of any CAT dealer in the U.S. and Canada at
locally competitive prices.
Please visit the CAT used equipment website for further
details: https:Hcatused.cat.com
91
Describe any training programs related to this proposal,
Caterpillar and participating CAT dealers offer a
such as OSHA training, safety training, or other related
comprehensive range of equipment operation and safety
certifications.
training.
OPERATOR TRAINING:
Caterpillar Equipment Training Solutions (ETS) provides
customers with training and support needed to improve the
skill of their operators. The success of your construction or
maintenance projects depends on the ability of your
operators. Good equipment operators move the maximum
amount of material in the minimum amount of time. They
operate machines safely, and they know how to cut down on
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
unnecessary wear and tear. Learn how to elevate your
operators to higher levels of proficiency and get the full
potential out of your investment with Caterpillar's suite of
operator training solutions.
Please visit our operator training website for further details:
https://www.cat.com/en_US/su pporUoperations/operator-
training1.html
SAFETY SERVICES CONSULTATION & TRAINING:
Safety is a core Caterpillar value and integral to everything
we do — from equipment design to operator training to
service delivery. Work together with Caterpillar to improve
safety and productivity using proven methodologies to drive
sustainable safety culture excellence.
Safety Technology:
Reduce risk in, on and around heavy equipment in
challenging site conditions. Caterpillar provides solutions to
keep workers away from hazardous conditions while
improving awareness and visibility, especially when
equipment and people are working in close proximity.
• The safety of equipment operators and site support
staff begins with safe and well -maintained equipment.
Caterpillar provides equipment walk -around tools, technology
and processes to ensure that equipment is regularly
serviced, inspected and repaired, reducing the risk of
injuries, incidents and property or equipment damage.
• Grade and compaction control systems reduce the
need for surveyors in the path of heavy equipment while
building haul roads. These features also provide the ability
to map equipment avoidance zones for unsafe slopes, high -
walls, underground crushers and other hazards.
• Object detection and visibility systems enhance operator
awareness of the immediate environment around manned or
remotely controlled equipment, whether it is a mobile
machine or fixed equipment such as an underground longwall
system.
• Operator fatigue and distraction results from a
combination of long working hours, repetitive duties,
demanding production schedules, solitary work environments
and challenging jobsite environments. It reduces worker
productivity, but more importantly increases the risk of
accidents, injuries and their associated financial fallout.
Caterpillar provides in -cab technology to detect operator
fatigue and distraction and deliver real-time alerts to the
driver and dispatcher. Our fatigue risk management services
include shift -worker training to manage fatigue, supervisor
training for fatigue identification and intervention, shift
scheduling and roster analysis, and support for fatigue
analytics/human error analysis.
Behavioral Operator Education:
Improve site productivity and operator safety. Safe operation
of a mobile machine starts with understanding the
capabilities and limitations of the machine and the skills and
competencies of the operator.
• Operator training delivered by Caterpillar Certified
Operator Trainers is customized for the unique skills and
competencies of your operators as well as the specific
machines in your fleet. Building on the basics of walk
around inspections and standard operations, our program
targets specific improvements identified at your site through
equipment data analysis and site observations, enabling
operators to maximize the safe operation of the machine.
• Accident and abuse analysis provides critical insight
into how the machine is being operated. With an
understanding of your site, the design and operating
characteristics of the machine and data analysis we can
identify operator techniques that adversely affect safe
operation. Working together with the site management we
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
develop a monitoring, communication and training program
that modifies operator behavior.
Safety Culture Development:
Build a sustainable culture of safety excellence. A culture of
safety excellence is built by continuously improving
processes, management systems and the underlying culture.
• Whether you're at the beginning of your safety journey
or preparing to move to the next level, a cultural assessment
will help you determine where to focus your continuous
improvement efforts. The Safety Perception Survey from
Caterpillar Safety Services reveals employee attitudes and
beliefs to help you make fact -based, data -driven decisions.
• The successful development of a safety culture starts
with the leadership of an organization and extends through
all levels and functional areas to the front-line operators and
site support staff. Caterpillar safety training programs and
workshops, apply proven business principles to improve
communication, elevate safety awareness, reduce
complacency, and adopt action plans that eliminate risk. Our
safety culture products help you elevate safety as a core
business value.
o S.T.A.R.T.TM Safety performance is dependent upon
leadership actions that demonstrate a relentless commitment
to a culture of zero. Supervisor Training in Accountability and
Recognition Techniques (S.T.A.R.T.TM) elevates safety
performance by demystifying safety management, providing
managers and supervisors with the skills to impact safety
perceptions and behaviors throughout your organization.
o Speak Up!/Listen Up! Effective communication is a
cornerstone in building a strong, sustainable culture of safety
excellence, but talking about safety doesn't always come
naturally on the job site. Speak Up!/Listen Up! gives
employees simple tools and a practical process for
delivering and receiving safety -related feedback effectively.
o Recognize It! Focus on the positive and eliminate
blame to further a culture of safety excellence. Recognize It!
training provides the tools to help supervisors more
effectively acknowledge what workers do right. The key take-
away? As soon as a supervisor observes someone working
safely, he or she needs to call it out in a timely, sincere
and specific way.
• Our rapid improvement workshops engage front-line
employees in developing systems that integrate safety
activities into everyday processes. Use data from
equipment, site conditions and operators to identify and
mitigate risks. Establish the baseline, use root -cause
analysis and leverage accountability and recognition to
develop a sustainable solution.
PUT OUR CAPABILITIES TO WORK IN YOUR BUSINESS
Caterpillar Safety capabilities can be provided as individual
services, but are most valuable when delivered as part of a
comprehensive plan to optimize site performance. For more
information about optimizing your financial resources, contact
an expert at info@collaboratewithcat.com or visit
CollaborateWithCat.com.
Please refer to attached "CAT Safety Services Agreement
National Accounts template.pdf' for description of services
offering and applicable discounts that will be extended to
Sourcewell participating entities.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
92
Describe maintenance responsibility (e.g., vendor or end
Participating Dealer must, at its expense, perform all normal
user) related to long-term rentals.
periodic maintenance on the Rental Equipment. Normal
periodic maintenance is included in the Rental Price, when
Rental Equipment is operated by Customer within fifty miles
of Participating Dealer's service facility. Participating Dealer
will determine the periodic maintenance charges for Rental
Equipment operated in excess of fifty miles from a
Participating Dealer service facility. Customer must, at its
expense, maintain the Rental Equipment in proper condition
by performing adjustments and lubrication, set forth in the
Operation and Maintenance Manual ("OMM"), including,
without limitation: (a) on a daily basis checking and
maintaining all hydraulic, transmission, cooling and fluid
systems, tire pressure, and all battery fluid and charge
levels; (b) on a daily basis checking teeth, cutting edges
and tire conditions; (c) repairing and replacing damaged
tires as needed; and (d) using the Rental Equipment in the
manner prescribed by the applicable manufacturer. Except
for the adjustments, lubrication, inspections and repairs
described above, Customer shall not permit anyone to
service, repair or alter the Rental Equipment without
Participating Dealer's prior approval. If the Rental Equipment
fails to operate properly or requires repair, Customer must
immediately stop using the Rental Equipment and notify
Participating Dealer of the mechanical condition or damage.
As it pertains to any equipment on the attached "CAT
2020 RENTAL RATES-SOURCEWELL" rate schedule,
where the rental rates are designated as "CALL'; scheduled
maintenance charges are not included. In such case, the
Customer and the dealer will price those separately.
93
Describe procedures for repair or replacement of rental
Once the Sourcewell member takes delivery of the rental
equipment that becomes inoperable during the rental period.
equipment, the local participating CAT dealer will be there to
provide ongoing support. Members can reach their local
participating CAT dealer by phone whenever they have
questions or need technical support. Around -the -clock repair
service is available to handle unexpected mechanical issues
quickly and reduce unproductive downtime.
Upon notification of equipment malfunction, local
participating CAT dealer service personnel will attempt to
initiate remote diagnostic troubleshooting procedures via CAT
Product Link telematics technology (applicable to CAT brand
equipment only) to determine the nature of the failure and if
it can be resolved via a remote over -the -air software update
to the equipment's onboard electronic control modules. If the
problem cannot be resolved via remote diagnostics, then the
local participating CAT dealer will promptly dispatch a field
service technician to the customer's jobsite to attempt repair,
typically within 2-4 hours. If the equipment cannot be
repaired on site, the participating CAT dealer will promptly
deliver a replacement unit typically, same day or next day
dependent upon when the determination is made that the
rented equipment cannot be repaired on site.
94
Explain the procedures and timelines for providing equipment
CAT dealers have over $13 billion in rental fleet assets in
to a vendor or dealer location that does not have a piece
the U.S. and Canada. Furthermore, CAT dealers maintain
of equipment in inventory.
strong cooperative working relations with their neighboring
CAT dealers. In the unlikely event that the member's local
participating CAT dealer does not have the requested
equipment type / size currently available in their yard; the
dealer has the capability to leverage their neighboring
dealers' fleet. However, due to variability in availability and
market conditions, this may result in a locally negotiated
rental rate that may be different than the Sourcewell rental
rate. In such case, the rate would be negotiated between
the member and the local participating CAT dealer before
awarding a rental order.
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
95 Describe the extent to which your proposal includes a
customer owned equipment repair program. If applicable,
describe the types of repair procedures, including
transportation, on -site repair, labor and parts costs, or
warranty offering.
For Sourcewell members who would like assistance from
their local participating CAT dealer with maintenance and
repair of the members' owned equipment fleet, they can
schedule the work themselves as needed, or the
participating local CAT dealer have available, a variety of
CVAs (Customer Value Agreements). These are completely
customizable, but they offer starting points for several levels
with corresponding price points which vary by product.
Members should contact their local participating CAT dealer
for alternative options such as:
• Customer performed preventative maintenance - the
local participating Cat dealer will provide the necessary parts
per the maintenance schedule; the member will do the work.
• The local participating Dealer performs preventative
maintenance - the dealer will handle basic preventative
maintenance for any machine or group of machines to help
keep scheduled downtime to a minimum.
• Component maintenance and repair agreement - the
participating local CAT dealer will take care of maintaining
and servicing systems such as engines, transmissions, etc.
to extend service resources and equipment life.
• Total maintenance and repair agreement - the
participating local Cat dealer covers service and
maintenance for any one piece of equipment or the entire
fleet. This agreement can include guaranteed availability and
uptime.
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 OT 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."
• Financial Strength and Stability- Financial Strength and Stability.zip - Tuesday June 23, 2020 14:38:10
• Marketing Plan/Samples - Marketing Plan- Samples.zip - Tuesday June 23, 2020 14:40:13
• WMBE/MBE/SBE or Related Certificates (optional)
• Warranty Information-AttachmentD-Warranty Statements. pdf-TuesdayJuneO9,2O2OO9:46:O5
• Pricing - CAT 2020 RE TAIL RATES-SOURCEWELL.pdf - Tuesday June 23, 2020 12:47:26
• Additional Document - Additional Documents.zip - Tuesday June 23, 2020 15:34:38
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-40C1-8318-C31AOD1F6141
Proposer's Affidavit
PROPOSER AFFIDAVIT AND ASSURANCE OF COMPLIANCE
I certify that I am the authorized representative of the Proposer submitting the foregoing Proposal with the legal authority to
bind the Proposer to this Affidavit and Assurance of Compliance:
1. The Proposer is submitting this Proposal under its full and complete legal name, and the Proposer legally exists in good
standing in the jurisdiction of its residence.
2. The Proposer warrants that the information provided in this Proposal is true, correct, and reliable for purposes of
evaluation for contract award.
3. The Proposer, including any person assisting with the creation of this Proposal, has arrived at this Proposal
independently and the Proposal has been created without colluding with any other person, company, or parties that have
or will submit a proposal under this solicitation; and the Proposal has in all respects been created fairly without any fraud
or dishonesty. The Proposer has not directly or indirectly entered into any agreement or arrangement with any person or
business in an effort to influence any part of this solicitation or operations of a resulting contract; and the Proposer has
not taken any action in restraint of free trade or competitiveness in connection with this solicitation. Additionally, if
Proposer has worked with a consultant on the Proposal, the consultant (an individual or a company) has not assisted any
other entity that has submitted or will submit a proposal for this solicitation.
4. To the best of its knowledge and belief, and except as otherwise disclosed in the Proposal, there are no relevant facts or
circumstances which could give rise to an organizational conflict of interest. An organizational conflict of interest exists
when a vendor has an unfair competitive advantage or the vendor's objectivity in performing the contract is, or might be,
impaired.
5. The contents of the Proposal have not been communicated by the Proposer or its employees or agents to any person not
an employee or legally authorized agent of the Proposer and will not be communicated to any such persons prior to Due
Date of this solicitation.
6. If awarded a contract, the Proposer will provide to Sourcewell Participating Entities the equipment, products, and services
in accordance with the terms, conditions, and scope of a resulting contract.
7. The Proposer possesses, or will possess before delivering any equipment, products, or services, all applicable licenses or
certifications necessary to deliver such equipment, products, or services under any resulting contract.
8. The Proposer agrees to deliver equipment, products, and services through valid contracts, purchase orders, or means
that are acceptable to Sourcewell Members. Unless otherwise agreed to, the Proposer must provide only new and first -
quality products and related services to Sourcewell Members under an awarded Contract.
9. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.
10. The Proposer understands that Sourcewell will reject RFP proposals that are marked "confidential" (or "nonpublic," etc.),
either substantially or in their entirety. Under Minnesota Statutes Section 13.591, subdivision 4, all proposals are
considered nonpublic data until the evaluation is complete and a Contract is awarded. At that point, proposals become
public data. Minnesota Statutes Section 13.37 permits only certain narrowly defined data to be considered a "trade
secret," and thus nonpublic data under Minnesota's Data Practices Act.
11. Proposer its employees, agents, and subcontractors are not:
a. Included on the "Specially Designated Nationals and Blocked Persons" list maintained by the Office of Foreign
Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID: 4280571C-BD6E-4OC1-8318-C31AOD1F6141
Assets Control of the United States Department of the Treasury found at:
https://www.treasuryaov/ofac/downloads/sdniist.pdf;
b. Included on the government -wide exclusions lists in the United States System for Award Management found at:
https://www.sam.ciov/portal/3; or
c. Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs
operated by the State of Minnesota; the United States federal government or the Canadian government, as
applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been
convicted of a criminal offense related to the subject matter of this solicitation.
r By checking this box I acknowledge that I am bound by the terms of the Proposer's Affidavit, have the legal authority to
submit this Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and
enforceability as if I had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability
solely because an electronic signature or electronic record was used in its formation. - Christopher Gustafson, Global
Accounts & Allied Product Manager, Caterpillar Inc.
The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission,
and/or the Proposer foresees an actual or potential Conflict of Interest in performing the contractual obligations contemplated in
the bid.
r Yes r. No
The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document.
Check the box in the column " I have reviewed this addendum" below to acknowledge each of the addenda.
I have reviewed the
File Name
below addendum and
pages
attachments (if
applicable)
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Bid Number: RFP 062320 Vendor Name: Caterpillar Inc
DocuSign Envelope ID:4280571C-BD6E-40C1-8318-C31AOD1F6141
CATERPILLAR @
Contract effective date: September 17, 2020
Caterpillar Inc.
100 NE Adams Street
Peoria, IL 61629
Rental National Accounts
Re: pricing for equipment rental & related services on Sourcewell contract 062320-CAT
Sourcewell contract #062320-CAT extends to participating members the following:
1. Equipment Rental:
a. Nationwide not -to -exceed rates for a wide variety of Cat® branded
equipment, as well as equipment from more than 70 other brands,
represented by Cat equipment dealers and The Cat Rental Store locations.
b. Subject to local market conditions, Cat dealers and The Cat Rental
Stores, may offer rates lower than, but are not permitted to charge rates
higher than, the national contract rates.
c. Contact your local The Cat Rental Store location for custom rate quote.
To find the locations nearest you, please visit:
htips://www.catrentalstore.com/en US/locations.html
2. Cat Safety Services:
a. 15% off standard / list prices
b. For details on product service offerings, please visit:
https://www.cat.com/en US/support/safetyservices.html
or contact our safety experts at: 1-866-963-3551
If you have further questions, please contact Caterpillar Inc.:
John Frame
National Rental Accounts Manager - Governmental
Office: 309-675-2891
E-mail: GOVRental(&,cat.com
or
Mary Clutter
Sales Support Coordinator
Office: 309-578-4406
E-mail: GOVRental(&,cat.com
Caterpillar: Confidential Green