00002742 Exhibit D - GS RFP 00002649 Streetcar Vehicles Parts and Tools.pdf

RFP # 00002649 1 of 20 Streetcar Vehicles, Parts, and Tools RFP Response Packet

RFP Number 00002649 Goods + Services October 21, 2025

Request for Proposals (RFP) for

Streetcar Vehicles, Parts, and Tools Proposal Response Packet Section 7: Submission Instructions

Section 8: Required Proposal Components

RFP # 00002649 2 of 20 Streetcar Vehicles, Parts, and Tools

RFP at a Glance Proposals Due:

January 30, 2026 at 4:00 p.m. Pacific Time

Optional Pre-Proposal Meeting:

There will be a pre-proposal meeting and site visit scheduled for this Project on November 13, 2025 at 8:00 am Pacific Time virtually via Microsoft Teams.

Attendance is not mandatory but is strongly encouraged, Proposal submission will not be contingent upon attendance at this meeting.

Please RSVP to Kristina Kolata at Kristina.kolata@portlandoregon.gov for the meeting link.

Please disable AI note taking apps before joining meeting as they will not be admitted.

Refer to the RFP Project Information Packet Section 1.9: Optional Pre-Proposal Meeting for details.

Submit Your Proposal:

Submit one (1) Adobe PDF electronic copy clearly marked “Master” or “Original,” and if redactions are requested, one (1) additional electronic copy, in MS Word format with redactions made (the Redacted for Public Disclosure Copy) through the City’s Online Procurement Center:

https://procure.portlandoregon.gov/bso/

It is the proposer’s responsibility to ensure that proposals are received prior to the specified closing date and time, and in the manner required by the Proposal Response Packet, Section

7. Proposals received after the specified closing date, or time or in a manner other than specified in this RFP, shall not be considered and will be rejected.

Refer to Section 7: Submission Instructions for details.

Have Questions or Need Help? Contact the Single Point of Contact:

It is the proposer’s responsibility to ask questions, request changes or clarifications, or otherwise advise the City of Portland if any language, specifications or requirements of this RFP appear to be ambiguous, contradictory, or appear to inadvertently restrict or limit competition to a single source.

mailto:Kristina.kolata@portlandoregon.gov https://procure.portlandoregon.gov/

RFP # 00002649 3 of 20 Streetcar Vehicles, Parts, and Tools

Send questions, requests for clarification, or requests for assistance by 14 calendar days before December 5, 2025 at 4:00 p.m. Pacific Time. Any questions received after may not be answered. Only the Single Point of Contact can answer questions about this RFP.

Kristina Kolata Senior Procurement Specialist Procurement Services

(503) 509-0713 kristina.kolata@portlandoregon.gov https://calgaryht-my.sharepoint.com/:x:/p/calgary/EdNbQkhOXQ9MkWi_07AOfiYBU5YUBjcQRaQU3hKKI85C3g

RFP # 00002649 4 of 20 Streetcar Vehicles, Parts, and Tools

Section 7: Submission Instructions By submitting a proposal, you accept the general Terms and Conditions listed in Section 5 of the RFP Information Packet for this RFP and the insurance required in Attachment D – Sample Contract.

Proposals are Due January 30, 2026 at 4:00p.m. Pacific Time Late proposals are not accepted.

Proposal Page Limit is 100 Pages Proposals must be clear, succinct, and not exceed 100 pages. Not all parts of the proposal are included in the page limit. The Proposal Checklist in Section 8 of this document lists which parts are included in the page limit.

The City will evaluate all proposals on the completeness and quality of the content. Proposers who submit more than the pages indicated may not have the additional pages of the proposal read or considered.

Proposal Contents and Organization You must provide all information requested in this RFP in your response. Responses must follow the format outlined in this RFP. We will not consider additional or unrequested materials.

Follow the order outlined in Section 8: Proposal Checklist for your submission.

Proposal Submission Instructions Submit one (1) Adobe PDF electronic copy clearly marked “Master” or “Original,” and if redactions are requested, one (1) additional electronic copy, in MS Word format with redactions made (the Redacted for Public Disclosure Copy) through the City’s Online Procurement Center (BuySpeed) at:

https://procure.portlandoregon.gov/

The entire proposal must be submitted before the due date. Allow extra time to upload proposal documents.

Instructions for submitting through BuySpeed are detailed in Attachment 1 – Buyspeed Submittal Instructions and are also available at:

https://support.microsoft.com/en-us/office/video-share-a-document-92701e68-148d-42d3-9cd3-7eeab997a738

RFP # 00002649 5 of 20 Streetcar Vehicles, Parts, and Tools https://www.portland.gov/business-opportunities/documents/buyspeed-electronic-submittal-instructions/download https://www.portland.gov/business-opportunities/documents/guia-de-envio-de-documentos-de-proveedores-para-buyspeed/download

Proposers may request additional assistance from City staff with the submittal process prior to the proposal due date listed on the cover page of this RFP. Assistance is based on the availability of City staff and all requests for assistance shall be sent via email to the contact listed on the cover page of this RFP.

Requests for scheduled assistance shall be made at least one (1) week prior to the proposal due date. Requests for assistance after the scheduling deadline will be based on availability of staff to respond to requests. Assistance by City staff does not guarantee proposal submission will be completed accurately, on-time, or that proposals will be considered responsive. Compliance with all proposal submission requirements are still the responsibility of the Proposer even if assistance is provided.

To avoid potential issues with the submission of Proposal Documents, Proposers should avoid file names that utilize special characters (e.g. &*-_+#@). Proposers should limit file names to no more than sixty (60) characters in length. Proposers should attempt to reduce the size of files being submitted to reduce the chance of failure of uploading documents in Buyspeed.

Disclaimer: These instructions are advice only and the City does not warrant that following these instructions will guarantee that a proposer’s proposal is submitted correctly. Proposers bear complete and total responsibility for ensuring their proposal is properly submitted and received on time.

The entire proposal must be properly submitted through the City’s Online Procurement Center (BuySpeed) before the time and date specified on the cover page of this RFP. Proposers are advised to allow extra time to upload their proposal documents into BuySpeed.

Modifying or Withdrawing Your Submission You can modify or withdraw your submission through the City’s Procurement Website, BuySpeed, any time before the proposal due date.

https://www.portland.gov/business-opportunities/documents/buyspeed-electronic-submittal-instructions/download https://www.portland.gov/business-opportunities/documents/buyspeed-electronic-submittal-instructions/download https://www.portland.gov/business-opportunities/documents/guia-de-envio-de-documentos-de-proveedores-para-buyspeed/download https://www.portland.gov/business-opportunities/documents/guia-de-envio-de-documentos-de-proveedores-para-buyspeed/download

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Section 8: Required Proposal Components Proposers must provide all information requested by the City in this RFP in their Response.

Responses must follow the format outlined in this RFP. Additional or unrequested materials, and proposals submitted in other formats, may not be considered.

This Proposal will include three separate packages delineated in subsections 1, 2, and 3 below:

Package 1 – Pricing Schedules

Package 2 - Technical Proposal (a-j)

Package 3 – Corporate Responsibility (a-d)

Proposal Checklist Each complete proposal must contain the following, in the order indicated below:

Proposal Component Required/Optional Included in page limit?

Package 1 – Pricing Schedules (Attachment F)

Pricing Schedules (Attachment F) Required N □

Package 2 – Technical Proposal (a-j)

a. Cover Letter Required N □

b. Proper Information Form (Attachment B) Required N □

c. Documentation and Certifications (Attachments G, H, K, and L)

Required N □

d. Qualifications Required Y □

e. Delivery and Production Schedule Required Y □

f. Compliance to Technical Specification Required Y □

g. Off Wire Capabilities Required Y □

h. Detailed Information Required Y □

i. Exceptions and Deviations to Contract (Attachment E)

Optional N □

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j. Redaction Summary Form (Attachment C)

Required if Redacted for Public Disclosure Copy is provided.

N □

k. Redacted for Public Disclosure Copy Optional N □

Package 3 – Corporate Responsibility (a-d)

a. Equal Employment Opportunity and Access in Subcontracting

Required Y □

b. Equal Opportunity Employer and Community Involvement

Required Y □

c. Sustainable Business Practices Required Y □

d. Civil Rights Data Collection (Attachment J)

Required N □

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Package 1 - Pricing Schedules Proposers shall submit one (1) original signed Pricing Schedules, (Attachment F). Pricing must be submitted on Attachment F without taking into account any applicable tariffs that are currently and may potentially be put into place. The roadmap for including tariffs will be delineated in the resulting contract with the successful proposer.

Package 2 – Technical Proposal

a. Cover Letter.

The Proposal Cover Letter shall include a general statement of the purpose for submission and must be signed by a legal representative of the proposer who is authorized to bind the proposer in contractual matters. A proposer’s submission of a proposal through BuySpeed constitutes an electronic signature of the proposal.

Additionally, the letter should discuss the proposed team organization (including all subcontractors); discuss proposed staffing and staffing commitments (including the Project Manager and key staff); affirm that all DBE requirements, if required, will be met; and be signed by an individual(s) authorized to bind the Proposer. The introductory letter should also include location of offices, appropriate telephone numbers, email addresses, individual to contact regarding this proposal, and any other information Proposers may deem pertinent and introductory in nature.

b. Proposer Information Form Proposers shall fully complete and submit the Proposer Information Form (Attachment B).

c. Documentation and Certifications The proposers shall submit the documents and certifications with their proposal documents:

1. Buy America Certification Form, (Attachment G)

2. Transit Vehicle Manufacturers (TVM) Certification Form, (Attachment H)

3. Debarment Certification Form (Attachment K)

4. Lobbying Certification Form (Attachment L)

d. Qualifications

1. Previous Experience and Proposed Streetcar

The Proposer shall provide a description of its recent design and manufacturing experience in providing streetcars and light rail vehicles, including the streetcar proposed to the City, and fleets presently under design and/or construction and highlighting streetcars and low floor light rail vehicles.

Include the following for each vehicle order:

• Purchasing Agency

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• Contact person (including name, title, phone number, and e-mail address) at the Purchasing Agency. the City may discuss any aspect of contract performance with each named individual. the City also reserves the right to discuss the Proposer’s performance with other individuals at its discretion.

• Order size

• Schedule performance in delivery of the vehicles, i.e., original contract requirements v. actual delivery

• Differences between the vehicle supplied and the vehicle specified herein

• Revenue service miles accrued to date (if any)

• Describe past performance, including all contracts awarded with similar responsibility and scope within the last ten (10) years.

• Identify how the Proposer met or did not meet a prior contract production schedule.

• Explain if the Proposer has been late on prior contracts schedules and/or has the Proposer ever been assessed for liquidated damages (LDs) or have LDs been waived on previous contracts.

2. Manufacturing Capability The Proposer shall provide a comprehensive description of its manufacturing capability, including:

• Identification of current and expected workload, backlog, and capability to implement this order within the proposed schedule.

• Identification of the location where the vehicle shell will be and the experience level of this location in performing streetcar or light rail vehicle work.

• Identification of the location where the truck frames will be and the experience level of this location in performing truck frame fabrication work.

• Full description of the equipment, special machinery, and test facilities available at the vehicle shell manufacturing facility.

• Location of the following test facilities:

• Carbody compression test facility

• Truck static load and fatigue test facility

• Identification of all locations where major subassembly work will be performed

• Identification of the location of final assembly and the experience level of this location in performing this type of work.

• Identification of the location of truck assembly and the experience level of this location in performing this type of work.

• Prime Contractor's present and expected manufacturing backlog, and how this order will "mesh" with existing and expected orders.

3. Staffing Plan and Resumes Identify key personnel, including Project Manager, that would be assigned to this contract and provide a summary of their qualifications and percentage of their time dedicated to this contract.

Proposer shall demonstrate the adequacy of its staffing plan by providing the following:

• Project Organization Chart, including definitions of the functions shown thereupon, including as a minimum the place of the project management within the Proposer’s overall organization and the organizations for the overall project, engineering, RFP # 00002649 10 of 20 Streetcar Vehicles, Parts, and Tools manufacturing, and quality assurance. The chart shall indicate the authority and placement of all key Project personnel, including the Contractor’s Project Manager. Key subcontractor personnel who will interface regularly with the Prime Contractor, and who will be given significant program authority, shall also be shown on this chart.

• Engineering design manpower loading requirements vs. projected availability.

• Quality Assurance manpower loading requirements vs. projected availability.

• Manufacturing manpower loading requirements vs. projected availability.

The Proposer shall provide resumes for all key personnel listed on the organization chart (including subcontractor personnel, as appropriate). Each resume shall contain the following, in the order given below:

• Corporate Title and affiliation

• Program Title

• Relevant Education

• Relevant Experience

• Brief description of the Project function they will fulfill, including decision-making responsibilities

• Percentage of time to be dedicated to this Project, by year

4. Subcontractors

Provide a list of all proposed subcontractors for this project.

For each subcontractor proposed for each of the thirteen major vehicle systems, the Proposer shall provide a description of the subcontractor's relevant experience in the design and supply of that type system on streetcars or light rail vehicles. Include the following for each major system order:

• Prime Contractor

• Purchasing Agency

• Contact persons at the purchasing agency, for reference purposes

• Model number (or other identifier) of the system provided

• Number of units provided

• Significant differences between the system to be supplied and the system specified by the City

• Schedule performance in delivery of the system, including original promised delivery and actual delivery of systems

5. Design, Planning Quality Assurance & Workflow.

Demonstrate an understanding of the work and provide a detailed description of how your firm will perform the tasks and assure all requirements will be met as described in the Sample Contract (Attachment D - Exhibit B – Statement of Work, and Exhibit C – Technical Specification).

Proposer shall demonstrate, through a single flow chart and narrative, how the vehicle design effort will be managed. Narrative should be keyed to flow chart. Factors that should be addressed in both the flow chart and narrative include:

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• Where the design effort for each major vehicle system and/or component will be affected.

• How the Proposer as SCV Manufacturer will insure that the design (including subcontractor designs) incorporates all specification requirements.

• How the SCV Manufacturer will coordinate the design effort amongst the various subcontractors; that is, how the systems engineering and integration effort will be set up, managed, and carried out.

• How Quality Assurance of the design will be implemented.

• Description of checks and balances in place to insure a safe design.

• How City of Portland review comments will be fed back into the overall engineering design effort.

• How First Article and Design Qualification testing results will be fed back into the overall design effort.

• How will any language translation times be accounted for as part of the design, manufacturing, QA, and testing processes.

A second flow chart and narrative shall be provided to describe the Proposer's Quality Assurance organization. The narrative in each case should be keyed to the flow chart.

Factors to be addressed include:

• Interface and controls between the SCV Manufacturer's design and manufacturing groups

• Interface and controls between SCV Manufacturer's and subcontractor's manufacturing groups

• Carbody assembly facility work flow and stationing

• Material control

• A complete description of the Proposer's Quality Assurance program. This description must include:

o The structure of the Proposer's QA Department o The number of QA professionals expressed as a percentage of the total manufacturing workforce o How Quality Assurance maintains independence from manufacturing o How Quality Control inspectors maintain independence from manufacturing o How Quality Control problems are fed back into the manufacturing process and resolved o How Configuration Control is managed

• Proposer's documentation resources, including all specifications and standards identified in the Technical Specifications.

e. Delivery and Production Schedule Delivery and production schedules are of critical importance to City of Portland. Proposers shall submit a CPM schedule reflecting SCV delivery for the base SCVs as required in City of Portland’s delivery schedule in as reflected in Sample Contract (Attachment D), Exhibit B – Statement of Work.

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The maximum of 25 points reflected in this evaluation criterion will be allocated to a Proposer who submits a CPM Schedule that meets or exceeds the delivery schedule. Proposers must also submit documentation, its assumptions and rationale that support its CPM Schedule.

A CPM schedule and milestone dates that differ from the requirements of as reflected in Sample Contract (Attachment D), Exhibit B – Statement of Work will be evaluated under best value and given a prorated portion of the 25 points.

As a minimum, the events to be included in the Proposer's schedule are as follows (Proposer may include additional events as appropriate):

• Submittal of general arrangement drawings

• Each major subsystem contractor placed under contract

• Preliminary and final design reviews of each major subsystem

• First Article inspections of major subsystems and components

• Commence first SCV shell parts manufacture

• Commence first SCV shell major assembly

• Complete first bare SCV shell prior to painting

• Car shell static load test

• Complete first SCV set of truck frames

• Truck frame fatigue test

• Ship first SCV shell to final assembly site, if separate

• Commence first SCV final assembly

• Complete equipment installation on first SCV

• Final truck mounting on first SCV

• First Article inspection of first SCV

• Shipment of first SCV to City of Portland’s Operations and Maintenance Center (OMC)

• Arrival of first SCV at the OMC

• Shipment/arrival of second SCV to OMC (2 SCVs required for Testing)

• Shipment/arrival of third SCV to the OMC

• Complete design qualification test series on first, second and third SCV

• Completion of each SCV shell in base order

• Shipment of each SCV to the OMC

• Arrival of each SCV at the OMC

• Contractual Delivery of each SCV (turnover to City of Portland)

• Reliability Demonstration Test

f. Compliance to Technical Specification Technical and Qualifications Information must include information in the categories listed below, arranged in separate sections corresponding to those categories. The Proposer shall demonstrate its ability to comply with the Technical Specifications within this Request for Proposals by response to the following items. The Proposal shall be formatted, numbered and lettered to exactly coincide with the outline below.

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1. General Arrangement Drawings.

• Provide six (6) general arrangement drawings to scale with appropriate dimensions as follows

• Vehicle Plan View (external)

• Vehicle Side View (external)

• Vehicle Front View (external)

• Vehicle Roof Equipment Arrangement (external)

• Vehicle Seating and Cab Arrangement (internal plan view)

• Vehicle Underframe Equipment Arrangement

• Provide five (5) transverse sections at the following locations

• Low floor section at truck

• Low floor section end door

• Low floor section between doors

• Low floor section center door

• Low floor center section

• Provide artist renderings of the interior and exterior of the vehicle

• Exterior end view

• Exterior side view

• Exterior side view with doors open

• Interior view of passenger end section

• Interior view of passenger center section

2. Vehicle Weight Schedule.

Provide passenger numbers and a gross vehicle weight schedule as follows:

(including train operator except for AW0, Passenger 70 kg each)

Passenger Criteria Number of

Passengers Total Weight

AW0 Empty

AW1 Fully seated load of passengers minimum, plus one Operator

AW2 Seated + standees @ 4/m²

AW3 Seated + standees @ 6/m²

AW4 Seated + standees @ 6.6/m²

3. Dynamic Performance.

Provide a dynamic performance simulation confirming the vehicle’s capability to continually operate on the intended alignment (both the on-wire and off-wire segments). The simulation shall be performed over the alignment. Provide a graph of basic vehicle performance for the propulsion system proposed, as follows:

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Present basic vehicle propulsion and braking performance in the form of a graph; the data shall be based on a vehicle loaded to AW2 with an overhead contact wire voltage of 750 Vdc. Acceleration shall be at the specified maximum values of 1.34 m/s2 for both propulsion and braking. The empty weight of the vehicle and AW2 weight used in the calculations shall be stated.

The horizontal axis shall show vehicle speed from 0 to 57 km/h. Three vertical axes shall be provided, showing (1) tractive effort, (2) acceleration rate, and (3) catenary current. Tractive effort shall be shown as positive values for both propulsion and braking. Data shall be presented for the full indicated speed range.

Data presented shall be:

• Acceleration in braking and motoring

• Tractive effort for the propulsion equipment during motoring

• Tractive effort for the propulsion equipment during dynamic braking

• Tractive effort for the friction brake system

• Line current, including motoring and regeneration

• Bi-directional OESS current including tractive, regenerative and auxiliary loads

• Charge level of the OESS system as a percentage of full charge

In addition, the Proposer shall submit, for the candidate propulsion system and brake system, a computer simulation of streetcar performance of a round trip over each route including the Montgomery Park extension on the NS line. The simulations shall be based on the following parameters:

• 500, 600, 750, and 900 VDC nominal catenary voltages

• New wheels

• AW2 passenger load

• 1.34 m/s2 acceleration and brake rate (acceleration may be voltage-limited as permitted in the Technical Specifications.)

• 30 seconds of dwell time at each intermediate station

• 2-minute layover at each terminus

• Maximum allowable speeds for alignment conditions, grades, curves, etc.

The computer model shall output the following which shall be provided in printed form:

• Station-to-station, and end-to-end round-trip times

• Average schedule speed, and average and peak speeds in each station-to-station segment

• Total energy consumption (assume no regenerated energy)

• Average and peak RMS line current for each station-to-station segment

• Motor temperature

• Braking resistor temperature (assume no regenerated energy)

• Braking disc temperature

The Proposer shall include an analysis of the results including a discussion of the simulation and the effect of changing operational parameters such as top speed or acceleration.

Recommendations for optimizing the operation of the proposed OESS are required. The

RFP # 00002649 15 of 20 Streetcar Vehicles, Parts, and Tools analysis shall also include the estimated total range of the streetcar operating on the onboard energy storage system across the entire terminus to terminus route.

4. Vehicle Technical Specifications.

Provide information, technical compliance, for each of the following items, as described in the Sample Contract, Attachment D, Exhibit C Technical Specification. The following general information shall be provided for the items:

• Basic system configuration

• System integration

• All appropriate system and key component ratings

• Identification of any differences between the proposed system and components and existing service-proven designs

• Service history of each proposed system, including:

o Agency name and address o Agency contact person and phone number o Number of units provided o Revenue service history to date o Available reliability data

Sample Contract, Attachment D, Exhibit C Technical Specification Items:

Section 4, Design and Performance Criteria Section 5, Operator’s Cab Section 6, Interior and Exterior Appointments Section 7, Electronic Controls, Software, and MDS Section 8, Communication Systems Section 9, Passenger Doors Section 10, HVAC Section 11, Lighting Section 12, Electrical Equipment Section 13, Propulsion System Section 14, Carbody Section 15, Trucks Section 16, Brake Systems Section 17, Coupler Section 18, Vehicle and Systems Testing Section 19, Materials and Workmanship

5. Vehicle System Support.

Provide information for compliance with the Sample Contract, see Attachment D, Exhibit C, Technical Specification Section 3, System Support.

Manuals and Catalogs Special Tools and Diagnostic Test Equipment Training Spare Parts

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Technical Support Personnel Firmware/Software updates

g. Off-Wire Capabilities

1. General Description.

Provide a general description of the proposed Onboard Energy Storage System (OESS). List any exceptions proposed to be taken to the TS OESS requirements, providing an explanation for each exception as to why it is being requested.

2. Warranty and Lifecycle Costs.

Provide a comprehensive statement of warranty terms relating to the battery, including a description of any and all disclaimers, in the vehicle proposal package. Describe the battery replacement procedure. Describe the charge cycle and cycle life of the OESS, and provide a life cycle cost analysis of the proposed OESS.

h. Detailed Information

1. System Suppliers.

The Proposer may identify a maximum of two suppliers for each major subsystem; suppliers may be proposed subcontractors to the Proposer or the Proposer may list itself as a supplier of any of the items. The City will notify the Proposer, as a result of the review of the Proposals, of any suppliers who have been found not compliant with the specification, or who have insufficient experience, or who are not acceptable to the City due to poor performance on previous programs, or who are unacceptable for other reasons.

For each major subsystem, provide a description of the hardware, including the following:

• All appropriate system and component ratings

• Basic system configuration

• Model numbers of major components

• Service history of each proposed system, including:

o Property references o Contact Person o Vehicle-miles and time in revenue service to date

The brief descriptions of the major systems shall be tabbed or denoted.

i. Exceptions and Deviations

1. Sample Contract.

The Sample Contract attached as (Attachment D) contains the terms and conditions that will govern the resulting Contract between the City and the Contractor.

As part of the Evaluation Phase 2 shortlisted proposers shall be required to submit exceptions and deviations to the City’s Sample Contract. The proposer must identify the specific provision the proposer would like to negotiate, provide an explanation of why the proposer

RFP # 00002649 17 of 20 Streetcar Vehicles, Parts, and Tools believes the provision should be a negotiable provision, and provide the suggested revised language. This RFP contains a Sample Contract Exception and Deviation Form (Attachment E) for submission as part of Evaluation Phase 1. Exception and deviation requests that are not submitted in the format of Attachment E may not be considered. Requests that state the entire Contract be negotiated will not be considered.

1. Technical Specifications.

The Proposer must certify that the proposed vehicle meets all the requirements of the specification except as noted below.

In the first phase (prior to any BAFO), deviations or exceptions or substitutions or approved equals to the requirements in the RFP may be submitted with the technical proposal for the City of Portland's consideration. The exception spreadsheet must explain the reasons for each request for deviation, exception, substitution, or alternate requirement, identifying the appropriate Section(s) of the Technical Specifications, and providing revised language or deletions.

Any such deviations will be discussed with the Proposer if the Proposer is found to be within the competitive range during the first phase. As a result of such discussions, the City of Portland may issue addenda incorporating such deviations it considers to have merit when it issues the Request for BAFO. No deviations, substitutions, or alternate requirements will be allowed in the BAFO.

Proposers are advised that extensive deviations that change the basic characteristics or performance of the vehicle or the nature of the procurement may be grounds to render the Proposal non-responsive.

(a) Exceptions format Exceptions and relevant information must be provided as detailed in the Table below. The exceptions shall be provided with proposals in a spreadsheet format, marked "Exceptions to

RFP ".

Solicitation Document

Paragraph/Page Requirement Rationale / Revised Language

Impacts On

RFP, Applicable Identify the Proposers justification Delivery, Price, Specifications, Document, requirement or why the requirement Performance, or Exhibits, Page, Section, portion to which will not be met and its Other Attachments, Paragraph, the exception is alternative strategy or Amendment Sentence taken position

j. Proposal Redactions for Public Records Purposes Any portion of a proposal that the proposer claims as exempt from disclosure must meet the requirements of Oregon public records law. When preparing their proposal submission, if the proposer requests redactions to their proposal, the proposer shall provide one (1) “Redacted for Public Disclosure” copy of the proposal in unprotected

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MS Word format with the requested redactions highlighted in yellow with their submission. The “Redacted for Public Disclosure” copy shall be a complete copy of the submitted proposal, in which all information that the proposer deems to be exempt from public disclosure has been identified. The proposer shall also include a completed “Redaction Summary Form” (Attachment C) detailing the location of all redacted information and reason for redaction.

When exempt information is mixed with nonexempt information on the same page, the exempt information must be redacted in such a way as to allow the disclosure of the non-exempt information. Should the proposer determine that no redactions are required, that should be indicated in the proposer Information Form. If a proposer fails to submit a “Redacted for Public Disclosure” copy of their proposal as required, the City may release the proposer’s original proposal without redaction.

Package 3 – Corporate Responsibility The City of Portland is committed to contracting with equitably aware and environmentally responsible businesses. The City values and supports diversity, advancing equity, and is dedicated to expanding economic opportunities by growing both the demand for and capacity of local contractors, including those owned by people of color and women.

a. Equal Employment Opportunity and Access in Subcontracting

1. How are you providing equal opportunity and access in subcontracting for all businesses, including minority- and women-owned businesses?

Your approach and description must, at a minimum, address the following:

• Describe your firm’s approach and methodology for identifying subconsultant opportunities (including suppliers, manufacturers and services) as an equal opportunity employer.

• How outreach will be conducted to inform subconsultant opportunities.

• Any mentoring and technical assistance to be made available to subconsultants.

• Any strategies, methods, initiatives, or examples of innovation to provide equal opportunity and access which may be utilized in the execution of the work.

• How do you balance establishing new relationships with firms vs. sustained engagement with trusted business partners?

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2. For three (3) projects worked during the past three (3) years, for either public agency or non-public agency projects, list:

• Project Name

• All subconsultants utilized under those projects

• Total project value (including amendments, if any)

• Total project dollars

• Percentage of total project dollars paid to each subconsultant

b. Equal Opportunity Employer and Community Involvement

1. List the top three actions/ongoing practices your firm has implemented to ensure you provide opportunities for, and remove barriers to, employment in your workforce for everyone, including women and people of color, at all levels of your firm (e.g., upper management, middle management and lower-level management).

For each of the three actions, address the following:

• Describe the action or ongoing practice

• Describe when you started and any timelines for implementation

• Describe any performance metrics that characterize these achievements or third-party awards/recognition

2. Describe your firm’s approach to the following:

• How do you approach internal on-the-job training, mentoring, technical training, and/or professional development and advancement opportunities for your workforce?

• Describe your firm’s employee compensation structure, (e.g., living wages, healthcare coverage, employee leaves, dependent care, etc.)

• Describe your firm’s commitment to community service (e.g., charitable programs, scholarships, economic development, etc.)

RFP # 00002649 20 of 20 Streetcar Vehicles, Parts, and Tools

c. Sustainable Business Practices The City identifies Sustainable Procurement as a procurement that has the greatest positive environmental, social, and economic impacts possible over the entire life cycle. Sustainable procurement involves the sustainability aspects related to the goods, services, and suppliers along the supply chains. Sustainable procurement contributes to the achievement of organizational sustainability objectives and to overall sustainable development.

1. List the top three actions/ongoing practices your firm has implemented to ensure you provide opportunities for, and remove barriers to, employment in your workforce for everyone, including women and people of color, at all levels of your firm (e.g., upper management, middle management and lower-level management).

For each of the three actions, address the following:

• Describe the action or ongoing practice

• Describe when you started and any timelines for implementation

• Describe any performance metrics that characterize these achievements or third-party awards/recognition

2. Does your firm hold any third-party certifications related to sustainable business operations? (e.g. B-Corp certification or similar)

If so, provide the following:

• Name of the Certification

• Links to the certification requirements

• Name of organization who administers the certification

d. Civil Rights Data Collection The information provided in this section will be retained separately and will not be used for purposes of evaluating and scoring proposals. Please complete and return the Civil Rights Data Collection form, attached hereto as Attachment J.

https://www.oregon.gov/biz/programs/cobid/pages/default.aspx

CBWTP Main Substation Equipment Procurement, Project E10897 Page 1 of 8

BuySpeed Electronic Submittal Instructions These instructions are for uploading electronic attachments to a BuySpeed solicitation. The process is not intuitive, and the nomenclature of the system can sometimes be misleading. There are also a number of fields that are not necessary for City of Portland submittals, so these instructions will highlight only those fields that are necessary for City submittals. Please plan at least 30 minutes to submit your proposal, and when possible, submit your bid at least one business day before it is due.

Step 1: log in to the BuySpeed system. https://procure.portlandoregon.gov. Make sure you are in the “seller” not the “seller admin” role by clicking on this icon on the top right corner of the page:

and select “seller.”

Then navigate to the solicitation number. Click the solicitation number link to open the solicitation page containing a summary of the solicitation information. The resulting page should look similar to the image below.

CBWTP Main Substation Equipment Procurement, Project E10897 Page 2 of 8

Step 2: Click the “Create Quote” button at the bottom of the page to start the quote wizard. “Quote” is a generic term in the BuySpeed environment for a solicitation submittal. City solicitation documents generally refer to submittals as “Bid”, “Proposal”, or “Quote”, depending on the type of solicitation.

Step 3: The screen will open to the “General” tab. If you would like to insert contact info or comments for your own reference, you can do that in the appropriate boxes, but additional information in this tab is not required. Click the “Save & Continue” button when ready to move to the next step.

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Step 4: You’ll now see a warning at the top of the page stating that the terms and conditions are not acknowledged. Ignore that for now as the error will be addressed in Step 6.

CBWTP Main Substation Equipment Procurement, Project E10897 Page 4 of 8

Step 4a: Click the “Items” tab. This tab is important because there are fields here that must be completed in order to submit a quote.

Step 5b: Enter the total amount from your bid, quote or proposal, in the “Unit Cost” field. If your submittal does not include a total amount, use $10 as the value.

After entering an amount, click the “Save & Continue” button.

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Step 5c: Both the “No Bid” and “No Charge” checkboxes should be cleared, and the “Quote Response Total” has been calculated. Uncheck each checkbox if still checked.

Step 6a: Click the “Terms & Conditions” tab.

Click the “Yes” radio button to accept the terms and conditions of the solicitation, and then click the “Save & Continue” button.

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Step 6b: You’ll see that the terms & conditions warning message is gone.

Step 7a: Click the “Attachments” tab. Then click the “Add File” button.

Step 7b: Type a description for the file in the “Description” field. Then click the “Browse…” button and navigate to the file location. When the file is attached, click the “Save & Exit” button to upload it.

Repeat this as necessary for any additional files.

CBWTP Main Substation Equipment Procurement, Project E10897 Page 7 of 8

Step 7c: After a document is uploaded, it will appear with its details under the “Attachments” tab.

The number in parentheses appended to the tab label denotes how many files have been uploaded.

You can also delete files by clicking the “Delete” checkbox next to the appropriate file and then clicking the “Save & Continue” button.

CBWTP Main Substation Equipment Procurement, Project E10897 Page 8 of 8

Step 8: Click the “Summary” tab, and then click the “Submit Quote” button to complete the quote process.

Note: If this last step is NOT completed, the quote will not have been submitted.

Attachment B RFP 00002649 Streetcar Vehicles, Parts, and Tools

Proposer Information Form This Attachment must be submitted with your Proposal.

Proposal Date

RFP Number

Project Title

Proposer’s Full Legal Name

Doing Business As (if applicable)

Proposer’s Address

Authorized Representative Name

Authorized Representative Title

Authorized Representative Phone

Authorized Representative Email

Authorized Representative Mailing Address

Authorized Representative Signature

Local Contact (if different)

Local Contact Phone

Local Contact Email

City of Portland Business License Tax Account # (if currently licensed) https://www.portlandoregon.gov/revenue /29320

State of Oregon Registry Number http://egov.sos.state.or.us/br/pkg_web_n ame_srch_inq.login

City of Portland Buyspeed Vendor Number https://www.portlandoregon.gov/revenue/29320 https://www.portlandoregon.gov/revenue/29320 http://egov.sos.state.or.us/br/pkg_web_name_srch_inq.login http://egov.sos.state.or.us/br/pkg_web_name_srch_inq.login

Attachment B

Federal Taxpayer Identification Number

(EIN)

State of Incorporation

Type of Organization

☐ Sole proprietorship;

☐ Partnership;

☐ Corporate entity (not tax-exempt);

☐ Corporate entity (tax-exempt);

☐ Government entity (Federal, State, or local);

☐ Other ____________________.

Common Parent

☐ Proposer is not owned or controlled by a common parent:

☐ Name and EIN of common parent:

Name:

EIN:

Redaction for Public Records

☐ No redactions are required; OR ☐ Proposer requires redactions and included with this proposal is a redacted copy and a summary of redactions.

Open Data Requirements https://efiles.portlandoregon.gov/Record/ 10879908/

☐ Proposer acknowledges the goals of the City of Portland’s Open Data Policy and will work with the City to meet the goals of the Policy, as is applicable to this project.

Insurance Requirements ☐ Proposer acknowledges the insurance requirements for the resulting Contract have been read, and proposer either currently has or will be able to obtain insurance at level required if awarded the Contract.

https://efiles.portlandoregon.gov/Record/10879908/ https://efiles.portlandoregon.gov/Record/10879908/

Attachment C

Redaction Summary Form

If proposer provides a “Redacted for Public Disclosure” copy, proposer shall include a summary similar or identical to the template below, identifying information and location of information the proposer is deeming to be exempt from public disclosure, including the reason for redaction.

Proposal Page # and Section

Content to be redacted Reason for redaction

Contract # TBD Page 1 of 16 Streetcar Vehicles, Parts, and Tools Project # 132584

EXHIBIT A: CONTRACTOR’S PRICE

A.1 Pricing.

A.1.1 Most Favorable Prices and Terms: (*) Contractor represents that all prices, terms, and benefits offered by Contractor under this Contract are equal to or better than the equivalent prices, terms and benefits being offered by Contractor to any other state or local government unit or commercial customer for the same or similar Goods or Services.

A.1.2 Progress Payments for Streetcar Vehicles The City shall pay and the Contractor shall accept the amounts set forth in the price schedule as full compensation for all costs and expenses of completing the Work in accordance with the Contract, including but not limited to all labor, equipment and material required, overhead, expenses, storage and shipping, risks and obligations, taxes (as applicable), fees and profit, and any unforeseen costs.

The Contractor shall submit invoices to the City according to the milestone payment schedule set forth in A.2, Milestone Payment Schedule. The City will make payments as the Work proceeds on the invoices submitted, Contract Deliverable Requirements List (CDRL), and each invoice may include any number and combination of milestone payments that are payable during that period. Invoices need not be based on sequential milestones.

The Contractor shall certify on each invoice that the total costs invoiced do not exceed the total milestone payment allowed.

Each invoice shall be in a format approved by and in a quantity stipulated by the City, and shall include the following:

1. Contract number and Purchase Order number

2. Milestone(s) invoiced

3. Model and serial number of the vehicle invoiced

4. Unit and total prices by milestone number

5. Total invoice amount, including the funds to be retained by Sound Transit

A.2 Milestone Payment Schedule Title to material included in any milestone payment request shall pass to the City upon payment by the City. Said title shall be free of all encumbrances. However, such transfer of title shall not relieve the Contractor of its responsibility for the furnishing, installation, fabrication, or inclusion of said materials as a deliverable element of vehicles procured in accordance with the requirements of the Contract.

Contract # TBD Page 2 of 16 Streetcar Vehicles, Parts, and Tools

A.2.1 Schedule A, Contract Vehicles Price and Milestone Payment Schedule

Schedule A – Contract Vehicles Pricing Milestone Quantity Item Unit Price Extended Price A-1 Up to 15 Portland Off-wire Streetcar

Subtotal Schedule A

Milestone Schedule A Milestones Description Percentage A-1: A.1 Approval of CDRLs 2-1, 2-3, 2-5, 2-6, 2-8, 2-10, 2-14, 2-15, 2-20, 2-24 2.00%

A-1: A.2 Approval of CDRL 4-15 Items 1, 2.a and 2.b. 1.00% A-1: A.3 Preliminary design, Approval of CDRLs: 4-4, 4-5, 4-6, 4-7, 4-8 item 1, 4-13, 5-2 item 3, 6-1, 6-8, 6-13 item 1, 6-15 item 1, 7-1, 7-4 item 1, 7-6, 9-1 item 1 and 2, 9-2, 9-5 item 3, 10-1,13-3, 14-4, 14-6, 14-7 item 1.a, 14-9, 16-4

2.00%

A-1: A.4 Submittal of Supplier acknowledgment receipt of purchase orders for long lead time subcontracts for:

Carshell, Truck Frame, Propulsion system, APS, LVPS, Door and Bridgeplate system, HVAC, Brake system, Communication system, and ATS.

9.00%

A-1: A.5 Receipt of long lead items per vehicle at the production facility.

Total: 18%

A-1: A.5.1 Communication system 1.00% A-1: A.5.2 Brake system 1.75% A-1: A.5.3 Traction motors 1.50% A-1: A.5.4 Traction inverter/aps/lvps 5.75%

A-1: A.5.5 OESS 3.75%

A-1: A.5.6 Pantograph 0.25% A-1: A.5.7 Door and Bridgeplate System 1.75%

A-1: A.5.8 HVAC 1.25%

A-1: A.5.9 ATS 1.00%

Contract # TBD Page 3 of 16 Streetcar Vehicles, Parts, and Tools

Milestone Schedule A Milestones Description Percentage A-1: A.6 Approval of long lead items First Article Inspections, including subsystem qualification test reports.

Total: 10%

A-1: A.6.1 Communication system 0.75% A-1: A.6.2 Brake system 1.00% A-1: A.6.3 Traction motors 0.75% A-1: A.6.4 Traction inverter/aps/lvps 3.25%

A-1: A.6.5 OESS 1.75%

A-1: A.6.6 Pantograph 0.25% A-1: A.6.7 Door and Bridgeplate System 1.00%

A-1: A.6.8 HVAC 0.50%

A-1: A.6.9 ATS 0.75%

A-1: A.7 Completion and Approval (close-out of all items) of each vehicle Hold Point Inspection per TS 2.7.2 listed below:

Total: 23%

A-1: A.7.1 Vehicle underframes, Hold Point b 1.00% A-1: A.7.2 Vehicle roof sections, Hold Point c 1.00% A-1: A.7.3 Vehicle shell body sections before painting, Hold Point e 2.00%

A-1: A.7.4 Vehicle shell body sections after painting, Hold Point f 2.00% A-1: A.7.5 Truck Frames, Hold Point g 3.00% A-1: A.7.6 Assembled trucks, Hold Point h 1.00% A-1: A.7.7 Vehicle floor panel and coverings, Hold Point k 1.00% A-1: A.7.8 Vehicle roof, Hold Point i 1.00% A-1: A.7.9 Final watertightness, Hold Point m 1.00%

A-1: A.7.10 Vehicle electrical installation, Hold Point n 4.00% A-1: A.7.11 Vehicle interior, Hold Point o 2.00% A-1: A.7.12 Vehicle exterior, Hold Point p 2.00% A-1: A.7.13 Final walk-through, Hold Point s 2.00%

A-1: A.8 Completion of each vehicle assembled and ready to start factory tests

5.00%

A-1: A.9 Vehicle Shipment 10.00%

Contract # TBD Page 4 of 16 Streetcar Vehicles, Parts, and Tools

Milestone Schedule A Milestones Description Percentage A-1: A.10 Vehicle Conditional Acceptance 15.00% A-1: A.11 Vehicle Final Acceptance 5.00%

A.2.2 Schedule B, Not Used

Schedule B – Not Used Milestone Quantity Item Unit Price

Subtotal Schedule B

Milestone Schedule B – Not used Milestones Description No. Percentage

A.2.3 Schedule C, Contract System Support Price and Milestone Payment Schedule

Schedule C – Contract System Support Pricing Milestone Quantity Item Extended Price C-1 n/a Engineering C-2 n/a Management C-3 n/a Operations and Maintenance Training per

Technical Specification Section 3.3

C-4 n/a Operations and Maintenance Manuals per Technical Specification Section 3.1

C-5 n/a Field Support per Technical Specification Section 3.5

C-6 n/a Performance Bond C-7 n/a Warranty Bond

Subtotal Schedule C

Contract # TBD Page 5 of 16 Streetcar Vehicles, Parts, and Tools

Milestone Schedule C

C-1: C.1 Conditional Approval of the following CDRLs: Total:…