1-IFB 26-980823 COI Software.pdf

CS-01 (Revised 09/25/2023) Page 1 of 2 Solicitation, Offer and Award Form

PINELLAS SUNCOAST TRANSIT AUTHORITY

ST. PETERSBURG, FLORIDA

SOLICITATION, OFFER AND AWARD FORM

INVITATION FOR BID

1. SOLICITATION #: IFB 26-980823 4. BRIEF DESCRIPTION:

2. ISSUE DATE: 02/17/2026

CERTIFICATE OF INSURANCE SOFTWARE

3. FOR INFORMATION CONTACT Contracting Officer:

NAME: Drew Saunders

E-MAIL: dsaunders@psta.net purchasing@psta.net

5. CONFERENCE: (See Exhibit C for more information.)

LOCATION:

PSTA ADMINISTRATIVE BUILDING

FINANCE CONFERENCE ROOM

3201 SCHERER DRIVE

SAINT PETERSBURG, FL 33716

DATE AND TIME:

TUESDAY, FEBRUARY 24, 2026

10:00 AM EST (EASTERN STANDARD TIME)

MICROSOFT TEAMS

MEETING ID: 233 543 751 340 92

PASSCODE: FM2CX66Z

JOIN THE MEETING NOW

6. SUBMIT OFFER TO THE FOLLOWING WEBSITE (See Exhibit B for more information):

https://psta.bonfirehub.com

7. OFFER SUBMISSION DUE DATE AND TIME:

TUESDAY, MARCH 10, 2026

1:00 PM EST (Eastern Standard Time)

MICROSOFT TEAMS

MEETING ID: 270 488 662 702 55

PASSCODE: HO2R6HU3

JOIN THE MEETING NOW

8. SUBMIT WITH OFFER: Original electronic offer including all exhibits and attachments listed on Page 2 of this form.

9. Offers will be publicly opened.

10. FIRM OFFER PERIOD: Offers shall remain firm for a period of _90_ calendar days from the date specified in Block 7, above.

11. This solicitation and any resulting contract, respectively, must include this Solicitation, Offer and Award Form and the exhibits and documents designated on Page 2 of this form.

OFFER

(To be completed by bidder)

12. DISCOUNT FOR PROMPT PAYMENT: _____%, _____ Calendar Days (Please refer to the Invoicing and Payment clause in Exhibit D)

13. If this offer is accepted within the period specified in Block 10 above, the bidder agrees to fully provide the goods and/or services covered by this solicitation at the prices and timelines specified in the solicitation.

14. ACKNOWLEDGEMENT OF AMENDMENTS: The bidder acknowledges receipt of the following solicitation amendments (write in all amendment numbers and amendment dates.

Amendment Number and Date Amendment Number and Date Amendment Number and Date

15. OFFEROR'S NAME AND ADDRESS: (Type or Print) 16. NAME AND TITLE OF OFFEROR’S REPRESENTATIVE

(PERSON AUTHORIZED TO EXECUTE CONTRACTS): (Type or Print)

TELEPHONE:

CELL PHONE:

E-MAIL:

FAX:

17. OFFEROR’S REPRESENTATIVE SIGNATURE & DATE:

mailto:dsaunders@psta.net mailto:purchasing@psta.net https://teams.microsoft.com/meet/23354375134092?p=B5Z155ayLqhvRQsRZG https://psta.bonfirehub.com/portal https://teams.microsoft.com/meet/27048866270255?p=r65dqeymCWxySvxwJV

CS-01 (Revised 09/25/2023) Page 2 of 2 Solicitation, Offer and Award Form

AWARD

(To be completed by PSTA)

18. ACCEPTED AS TO: 19. TOTAL AMOUNT OF AWARD: 20. CONTRACT NUMBER:

21. PSTA’S CONTRACTING OFFICER’S SIGNATURE & CONTRACT AWARD DATE:

Name: _____________________________

Signature: ____________________________________

Date: ____/____/____

NAME FORM DESCRIPTION FORM # SUBMIT WITH OFFER

Cover Sheet Solicitation, Offer and Award Form CS-01 YES Schedule Schedule S-01 YES Exhibit A Representations and Certifications A-01 YES Exhibit B Special Solicitation Instructions and Conditions B-03 NO Exhibit C Solicitation Instructions and Conditions C-02 NO Exhibit D Special Provisions D-01 NO Exhibit E Federal Provisions (If Federal Funds Utilized in Future) E-01 NO Exhibit F General Provisions F-02 NO Exhibit H Specifications H-01 NO Affidavit FL Statutes Section-288-0071 Affidavit-of-Compliance AFFIDAVIT YES Affidavit FL Statutes Section-787.06 (13) Anti Human Trafficking AFFIDAVIT YES

Line Item QTY UOM (b) Unit Cost (c) Extended Cost (d)

1 1 EA $ -

2 1 EA $ -

3 1 EA $ -

4 1 EA $ -

5 1 EA $ -

6 1 EA $ -

NAME & TITLE OF OFFEROR'S REPRESENTATIVE:

The rates include all costs that the offeror(s) intends to recover, such as, but not limited to: supervision, labor, equipment, materials, vehicle licensing, vehicle title, pick-up, financing, carrying charges, and all other such charges to accommodate the services and requirements. No price adjustments will be made, unless specifically provided for by an additional provision included in this contract.

SIGNATURE & DATE:

PINELLAS SUNCOAST TRANSIT AUTHORITY (PSTA) IFB 26-980823 Certificate of Insurance Software

SCHEDULE

CAUTION: A false statement in any offer submitted to PSTA may be a criminal OFFENSE.

NOTE: For Invitations for Bids the terms "Offer" and "Offeror" shall mean "Bid" and "Bidder", respectively; and for Request for Proposals the terms "Bid" and "Bidder" shall mean "Offer" and "Offeror", respectively, in this solicitation and any associated exhibits.

THE OFFEROR MUST SIGN AND DATE THIS SCHEDULE WHERE PROVIDED AND SUBMIT ALL PAGES WITH THE OFFER.

Description

Software Initialization, Setup, Training, and Licensing

Maintenance, Service, and Support - Year 2

Maintenance, Service, and Support - Year 3

OPTION YEAR TWO (Year 3)

(Signature of Offeror's Representative) Date

TOTAL PRICE OFFER --->

(Offeror's Name)

BASE TERM

(Name & Title)

(print or type)

OPTION YEAR ONE (Year 2)

OPTION YEAR THREE (Year 4)

OPTION YEAR FOUR (Year 5)

Maintenance, Service, and Support - Year 4

Maintenance, Service, and Support - Year 5

Maintenance, Service, and Support - Year 1

S-01 (JAN 18)

Schedule

Solicitation No 26-980823

A-01 (AUG 24)AB Page 1 of 8 Exhibit A

PINELLAS SUNCOAST TRANSIT AUTHORITY (PSTA)

EXHIBIT A

REPRESENTATIONS AND CERTIFICATIONS

(FEDERALLY ASSISTED SUPPLY/SERVICE CONTRACT)

** NOTE: THIS FORM MUST BE COMPLETED AND RETURNED WITH THE OFFER **

TABLE OF CONTENTS

1. Affirmative Action Compliance

2. Contingent Fee

3. Covenant Against Gratuities

4. Interest of Public Officials

5. Parent Company and Identifying Data

6. Type of Business

7. Certification of Independent Price Determination

8. Certification of Non-Segregated Facilities

9. Communication Policy and Certification

10. Conflict of Interest Certification

11. Non-Discrimination Assurance

12. Execution of Contract

13. Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion

14. Certification of Restrictions on Lobbying

15. Certification of Local Restrictions on Lobbying

16. Scrutinized Companies Certification

17. Foreign Country of Concern Disclosure Certification

REPRESENTATIONS

1. Affirmative Action Compliance

(a) The offeror represents as part of its offer that it has a workforce of (# of employees): ______

(b) It (Mark one with an "X"):

has developed and has on file has not developed and does not have on file at each establishment, affirmative action programs required by the rules and regulations of the Secretary of Labor (41 CFR 60-1 and 60-2), or it (Mark one with an "X"):

has has not previously had contracts subject to the written affirmative action programs requirement of the rules and regulations of the Secretary of Labor.

2. Contingent Fee

Except for full-time bona fide employees working solely for the offeror, the offeror represents as part of its offer that it (Mark one with an "X"):

been employed or retained any company or persons to solicit or obtain this contract, and (Mark one with an "X"):

paid or agreed to pay any person or company employed or retained to solicit or obtain this contract any commission, percentage, brokerage, or other fee contingent upon or resulting from the award of this contract.

3. Covenant Against Gratuities

A-01 (AUG 24)AB Page 2 of 8

The offeror represents as part of its offer that no employee, official, or member of the Board of the Authority is or will be pecuniarily interested or benefited directly or indirectly in this contract. The offeror further represents and warrants that it has not offered or given gratuities (in the form of entertainment, gifts, or otherwise) to any employee, official, or member of the Board of the Authority with a view toward securing favorable treatment in the awarding, amending, or evaluating the performance of any contract resulting from this solicitation. For breach of any representation or warranty in this clause, the Authority shall have the right to annul this contract without liability and/or have recourse to any other remedy it may have at law.

4. Interest of Public Officials

The offeror represents and warrants that no employee, official, or member of the Board of the Authority is or will be pecuniarily interested or benefited directly or indirectly in this contract.

5. Parent Company and Identifying Data

(a) The offeror represents as part of its offer that it (Mark one with an "X"):

is is not owned or controlled by a parent company. A parent company, for the purpose of this provision, is one that owns or controls the activities and basic business policies of the offeror. To own the offering company means that the parent company must own more than 50 percent of the voting rights in that company. A company may control an offeror as a parent even though not meeting the requirements for such ownership if the company is able to formulate, determine, or veto basic policy decisions of the offeror through the use of dominant minority voting rights, use of proxy voting, or otherwise.

(b) If the offeror is not owned or controlled by a parent company, it shall insert its own Employer's Identification Number below:

(c) If the offeror is owned or controlled by a parent company, it shall enter in the blocks below the name and main office address of the parent company, and the parent company's Employer's Identification Number.

NAME OF PARENT COMPANY AND MAIN OFFICE

ADDRESS (INCLUDE ZIP AND PHONE): PARENT COMPANY'S EMPLOYER'S IDENTIFICATION #:

6. Type of Business

(a) The offeror represents as part of its offer that it operates as (Mark one with an "X"):

an individual a sole proprietorship a partnership a corporation another entity ____________________.

(b) If incorporated, under the laws of the State of:

(c) Age of the entity: __ years, __ months

A-01 (AUG 24)AB Page 3 of 8

(d) Previous year’s annual gross receipts:

less than $500K $500K - $2 mil. $2 mil. - $5 mil. more than $5 mil.

CERTIFICATIONS

7. Certification of Independent Price Determination

(a) By executing this certification, the offeror certifies, and in the case of a joint offer, each party thereto certifies as to its own organization, that in connection with this procurement:

(1) The prices in this offer have been arrived at independently, without consultation, communication, or agreement, for the purpose of restricting competition, as to any matter relating to such prices with any other offeror or with any competitor.

(2) Unless otherwise required by law, the prices which have been quoted in this offer have not been knowingly disclosed by the offeror and will not knowingly be disclosed by the offeror prior to the opening (in the case of an advertised procurement) or prior to award (in the case of a negotiated procurement), directly or indirectly to any other offeror or to any competitor; and

(3) No attempt has been made or will be made by the offeror to induce any other person or firm to submit or not to submit an offer for the purpose of restricting competition.

(b) Each person executing this certification certifies that:

(1) He/she is the person in the offeror's organization responsible within that organization for the decision as to the prices being offered herein and that he/she has not participated, and will not participate, in any action contrary to (a)(1) through (a)(3) above; or

(2) He/she: (i) is not the person in the offeror's organization responsible within that organization for the decision as to the prices being offered herein but that he/she has been authorized in writing to act as an agent for the persons responsible for such decision in certifying that such persons have not participated, and will not participate, in any action contrary to (a)(1) through (a)(3) above, and as their agent does hereby so certify; and (ii) has not participated, and will not participate, in any action contrary to (a)(1) through (a)(3) above.

8. Certification of Non-Segregated Facilities

(a) By executing this certification, the offeror certifies that it does not and will not maintain or provide for its employees any segregated facilities at any of its establishments, and that it does not and will not permit its employees to perform their services at any location under its control, where segregated facilities are maintained.

(b) The offeror agrees that a breach of this certification is a violation of the Equal Opportunity Clause in the contract.

(c) As used in this certification, the term "segregated facilities" means any waiting rooms, work areas, rest rooms and wash rooms, restaurants and other eating areas, time clocks, locker rooms and other storage or dressing areas, parking lots, drinking fountains, recreation or entertainment areas, transportation, and housing facilities provided for employees that are segregated by explicit directive or are in fact segregated on the basis of race, color, religion or nation origin, because of habit, local custom or otherwise.

(d) It further agrees that (except where it has obtained identical certifications from proposed subcontractors for specific time periods) it will:

(1) obtain identical certifications from proposed subcontractors before the award of subcontracts under which the subcontractor will be subject to the Equal Opportunity clause;

(2) retain such certifications in its files; and

(3) forward the following notice to the proposed subcontractors (except if the proposed subcontractors have submitted

A-01 (AUG 24)AB Page 4 of 8 identical certifications for specific time periods).

NOTICE TO PROSPECTIVE SUBCONTRACTORS OF REQUIREMENTS FOR CERTIFICATIONS OF

NONSEGREGATED

FACILITIES

A Certification of Nonsegregated Facilities must be submitted before the award of a subcontract under which the subcontractor will be subject to the Equal Opportunity clause. The certification may be submitted either for such subcontract or for all subcontracts during a period (i.e., quarterly, semiannually or annually).

Note: the penalty for making false statements in offers is prescribed in 18 U.S.C. 1001.

9. Communication Policy and Certification

(a) All oral and written communications with the Authority regarding this solicitation should be exclusively with, or on subjects and with persons approved by, the Contracting Officer identified in this solicitation. Discussions or communications with any other person could result in disclosure of proprietary or other competitive sensitive information or otherwise create the appearance of impropriety or unfair competition and, thereby, compromise the integrity of the Authority's procurement system.

(b) By executing this certification, the offeror certifies that it has not, and will not prior to contract award, communicate orally or in writing with any Authority employee or other representative (including Board members, PSTA contractors, or PSTA consultants) other than the Contracting Officer and on subjects approved by the Contracting Officer except as described below: (CHECK "NONE" IF NONE EXISTS.)

NONE

Name of PSTA Representative Date and Subject of Communication

(c)This certification concerns a material representation of fact upon which reliance will be placed in awarding a contract. If it is later determined that the offeror knowingly rendered an erroneous certification, in addition to any other remedies the Authority may have, the Contracting Officer may terminate the contract resulting from this solicitation for default and/or recommend that the offeror be debarred or suspended from doing business with the Authority and/or have recourse to any other remedy it may have at law.

(d) The offeror shall provide immediate written notice to the Contracting Officer if, at any time prior to contract award, he/she learns that its certification was, or a subsequent communication makes, the certification erroneous.

10. Conflict of Interest Certification

By executing this certification, I certify that:

(a) I have read and understand the General Provisions clause entitled "Interest of Public Officials" that will be incorporated into any contract resulting from this solicitation. I further understand that the pecuniary interest in that clause includes employment relationships.

(b) I understand the Authority has an internal conflict of interest policy for its employees that includes as an actual or possible conflict of interest whether or not a member of the employee's immediate family works for a firm doing, or seeking to do, business with the Authority.

(c) Mark one with an "X":

To the best of my knowledge and belief, no employee of my firm is related to an Authority employee; or

An employee of my firm is related to an Authority employee and a letter to the Contracting Officer explaining

A-01 (AUG 24)AB Page 5 of 8 that relationship is attached to this Exhibit A.

(d) The requirements of this certification have been passed through to all first-tier subcontractors or subconsultants anticipated to be used at the time of the submission of my offer.

11. Non-Discrimination Assurance

The offeror certifies that it will not discriminate on the basis of race, color, national origin or sex in the performance of the contract expected to be awarded. The offeror understands that it is required to insert the substance of this clause in all subcontracts and purchase orders. Failure to carry out these requirements is a material breach of any contracts resulting from this solicitation and may result in the contract termination or such other remedy as the Authority deems appropriate.

The offeror further agrees by submitting this offer that it will include this certificate, without modification, in all subcontracts and purchase orders.

12. Execution of Contract

Upon award of this solicitation by PSTA’s Board of Directors, the offeror agrees to execute the contract attached.

13. Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion

(a) Primary Covered Transactions. [This certification applies to the offer submitted in response to this solicitation and will be a continuing requirement throughout the term of the prime contract.]

(1) In accordance with the provisions of Appendix A to 49 Code of Federal Regulations (CFR) Part 29, the offeror certifies to the best of its knowledge and belief, that it and its principals:

(i) are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency;

(ii) have not within a three-year period preceding this offer been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes, or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property;

(iii) are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1)(ii) of this Certification; and

(iv) have not within a three-year period preceding this offer had one or more public transactions (Federal, State, or local) terminated for cause or default.

(2) Where the offeror is unable to certify to any of the statements in this certification, the offeror shall attach an explanation to this offer.

(b) Lower Tier Covered Transactions. [This certification applies to a subcontract at any tier expected to equal or exceed $25,000 and will be a continuing requirement throughout the term of the prime contract.]

(1) In accordance with the provisions of Appendix B to 49 Code of Federal Regulations (CFR) Part 29, the prospective lower tier participant (subcontractor) certifies, by submission of this offer, that neither it nor its principal(s) is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency.

(2) Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal.

(c) The certification required by subparagraph (b), above, shall be included in all applicable subcontracts and a copy kept on file by the prime contractor. The prime contractor shall be required to furnish copies of certifications to the Contracting Officer upon the Contracting Officer's request.

A-01 (AUG 24)AB Page 6 of 8

14. Certification of Restrictions on Lobbying

This certification is applicable if the offer exceeds $100,000.

(a) By executing this certification, the offeror certifies, to the best of his or her knowledge or belief, that:

(1) No Federal appropriated funds have been paid, or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, or the entering into of any cooperative agreement; and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.

(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, Disclosure of Lobbying Activities, in accordance with its instructions [as amended by “Government-wide Guidance for New restrictions on Lobbying,” Fed.

Reg. 1413 (1/19/96)].

(3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly.

(b) This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31 U.S.C. § 1352 (as amended by the Lobbying Disclosure Act of 1995). Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 or not more than $100,000 for each such failure.

15. Certification of Local Restrictions on Lobbying

Lobbying of any PSTA board member, officer, evaluation/selection committee member, employee, agent or attorney by an offeror, any member of the offeror’s staff, any agent or representative of the offeror, whether compensated or not, or any person employed by any legal entity affiliated with or representing the offeror shall be prohibited on all competitive selection processes and contract awards, including but not limited to requests for proposals, requests for quotations, requests for qualification, invitation for bids, bids or the award of purchasing contracts of any type. Lobbying is strictly prohibited from the date of the advertisement or on a date otherwise established by the PSTA Board of Directors, until an award is final, any protest is finally resolved, or the competitive selection process is otherwise concluded, whichever is later.

The purposes of this prohibition is to protect the integrity of the procurement process by shielding it from undue influences prior to the contract award, until a protest is resolved, or the competitive selection process is otherwise concluded, whichever is later. Nothing herein shall prohibit an offeror from contacting the purchasing division or PSTA’s General Counsel to address situations such as clarification and/or questions related to the procurement process, the procedures to file a protest, or the status of a protest.

For the purposes of this paragraph, lobbying shall mean influencing or attempting to influence action or non-action, and/or attempting to obtain the goodwill of persons specified herein relating to the selection, ranking, or contract award in connection with the bidding process through direct or indirect oral or written communication. Lobbying includes such actions whether performed by the offeror itself, any employee of the offeror, the offeror’s attorney, agent or other paid or non-paid representative, or any person who performs such actions on behalf of or at the behest of the offeror. Further, lobbying includes the attempt to influence Board members while they are performing their functions for other governmental entities (e.g.) a city or Pinellas County). The final award of the contract shall be the Effective Date of the contract.

Any board member, officer, evaluation committee member, employee, agent or attorney who has been lobbied will immediately report the lobbying activity to the Authority’s Chief Executive Officer.

16. Scrutinized Companies Certification

By executing this certification, the contract associated with this solicitation and each and every renewal thereof (if renewal is provided for herein), pursuant to section 287.135, Florida Statutes, the offeror certifies, represents, and warrants that:

A-01 (AUG 24)AB Page 7 of 8

(a) if the Contract Total is one million U.S. dollars ($1,000,000.00) or more: (1) it is not on the Scrutinized Companies with Activities in Sudan List, (2) it is not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, (3) it does not have Business operations or is engaged in business in Cuba or Syria, (4) it is not on the Scrutinized Companies that Boycott Israel List, and (5) it is not engaged or engaging in a Boycott of Israel, and that all such certifications are true as of the time offeror submitted its bid or proposal and as of the effective date of any renewal. Notwithstanding anything contained in this solicitation to the contrary, PSTA may terminate the contract resulting from this solicitation immediately for cause if: (1) the offeror is found to have submitted a false certification regarding (1) – (5) above in accordance with section 287.135(5), Florida Statutes, or (2) the offeror is found to have been placed on the Scrutinized Companies with Activities in Sudan list or the Scrutinized Companies with Activites in the Iran Petroleum Energy Sector List, or is or has been engaged in Business operations in Cuba or Syria or a Boycott of Israel. Such termination shall be in addition to any and all remedies available to the PSTA at law or in equity. The terms Boycott of Israel” and “Business operations” used in this section are defined as in Section 287.135, Florida Statutes. The Lists referred to in this section are those Lists in and maintained pursuant to section 287.135, Florida Statutes; or

(b) if the Contract Total is less than one million U.S. dollars ($1,000,000.00): (1) it is not on the Scrutinized Companies that Boycott Israel List, and (2) it is not engaged in a Boycott of Israel, and that all such certifications are true as of the time offeror submitted its bid or proposal and as of the effective date of any renewal. Notwithstanding anything contained in this solicitation to the contrary, PSTA may terminate the contract resulting from this solicitation immediately for cause if: (i) the offeror is found to have submitted a false certification regarding (1) or (2) above in accordance with section 287.135, Florida Statutes, or (ii) the offeror has been placed on the Scrutinized Companies that Boycott Israel List or is or has been engaged in a Boycott of Israel. Such termination shall be in addition to any and all remedies available to the City at law or in equity. The term “Boycott of Israel” used in this section is defined as in, and the Scrutinized Companies that Boycott Israel List is the list maintained pursuant to, Section 287.135, Florida Statutes.

17. Foreign Country of Concern Disclosure Certification

This certification is applicable if the offer exceeds $100,000.

Pursuant to section 286.101, Florida Statutes, the offeror is required to disclose any current or prior interest of, any contract with, or any grant or gift received from a Foreign Country of Concern, as defined below, if such interest, contract, or grant or gift has a value of $50,000 or more and such interest existed at any time or such contract or grant or gift was received or in force at any time during the previous five (5) years.

For purposes of this section, “Foreign Country of Concern" means the People’s Republic of China, the Russian Federation, the Islamic Republic of Iran, the Democratic People’s Republic of Korea, the Republic of Cuba, the Venezuelan regime of Nicolas Maduro, or the Syrian Arab Republic, including any agency of or any other entity under significant control of such foreign country of concern.

Offeror’s disclosure shall include the name and mailing address of the disclosing entity, the amount of the contract or grant or gift or the value of the interest disclosed, the applicable foreign country of concern and, if applicable, the date of termination of the contract or interest, the date of receipt of the grant or gift, and the name of the agent or controlled entity that is the source or interest holder. Note that within one (1) year before proposing any contract to the Authority, such entity must provide a copy of such disclosure to the Florida Department of Financial Services.

By executing this certification, the offeror certifies that it either has, or will prior to contract award, disclose any current or prior interest of, any contract with, or any grant or gift received from a Foreign Country of Concern (CHECK "NONE" IF

NONE EXISTS).

NONE

OR

CURRENT OR PRIOR INTEREST WITH FOREIGN COUNTRY OF CONCERN

If this option is selected, in the space below, provide:

A-01 (AUG 24)AB Page 8 of 8

1. The name and mailing address of the disclosing entity;

2. The amount of the contract or gift or grant or the value or the interest disclosed;

3. The applicable Foreign Country of Concern;

4. The date of the termination of the contract or interest;

5. The date of the receipt of the grant or gift;

6. The name of the agent or controlled entity that is the source or interest holder; and

7. State whether within one (1) year before submitting this offer, such entity provided a copy of the disclosure to the Florida

Department of Financial Services.

SIGNATURE BLOCK FOR THE ABOVE

REPRESENTATIONS & CERTIFICATIONS

NAME OF OFFEROR & ADDRESS (INCLUDE ZIP & PHONE)

Signature:

TYPE NAME:

DATE:

OFFERORS MUST SET FORTH FULL, ACCURATE AND COMPLETE INFORMATION AS REQUIRED BY THIS SOLICITATION (INCLUDING THIS ATTACHMENT). FAILURE TO DO SO MAY RENDER THE OFFER NONRESPONSIVE OR UNACCEPTABLE.

Solicitation No. 26-980823

B-03 (AUG 24)AB Page 1 of 2 Exhibit B

EXHIBIT B

SPECIAL SOLICITATION INSTRUCTIONS and CONDITIONS

Table of Contents

1. Introduction

2. Submission of Bids

3. Evaluation and Basis for Award

4. Examination of Bid Documents

5. Incorporation of Bid

1. Introduction

The Pinellas Suncoast Transit Authority (PSTA) is an independent special district created by the State of Florida in 1984 to provide public transportation services in Pinellas County. It is governed by a 15-member Board of Directors comprised nearly entirely of elected officials making PSTA’s public profile in the local media and community quite significant. With transportation funding and policies being such an active issue in the larger Tampa Bay Region, PSTA needs a strong, but efficient marketing effort to ensure its positive messages of the value of public transportation are heard. In addition to passenger fares, funding for PSTA is obtained through ad valorem property taxes, as well as state and federal grants. PSTA is considered a nationwide leader in innovation in the transportation industry, starting with being the first transit agency in the country to partner with a Transportation Network Company in 2016, followed by unveiling of the region’s first zero emission, all-electric buses, and now advancing the region’s very first rapid transit service in its history. All these successes have been accomplished despite PSTA being one of the lowest-funded, most efficient transportation systems in the U.S. This innovation success in the face of funding challenges is a key message that needs to be promoted.

A fleet of 210 buses, including 20 trolleys serve about 40 fixed routes throughout Pinellas County. Additionally, more than two dozen additional trolleys are provided through contracted operations as is a 130+ vehicle paratransit program for people with disabilities. The management staff consists of a CEO who reports to a 15-member Board of appointed elected officials from the Cities and County in Pinellas County. Seven Department Directors report to the PSTA CEO and oversee the day-to-day provision of public transportation services in Pinellas County.

Pinellas County is 280 square miles with approximately one million residents located along the west coast of Florida.

While part of the larger Tampa Bay region/media market, Pinellas County is one of the nation’s primary tourist destinations with numerous top-rated beaches and resorts along its Gulf of Mexico coast. Pinellas County is the second smallest county in the state of Florida; however, it is the most densely populated county in the state and is nearly three times more densely populated than the next closest county. This level of density and lack of undeveloped land to construct new roads highlights the need for improved public transportation service.

PSTA is seeking sealed bids from qualified firms or individuals interested in providing the Scope of Work as defined and described in Exhibit H.

2. Submission of Bids

(a) Bidders shall submit offers to https://psta.bonfirehub.com/portal in PDF format. The Schedule (S-01) shall be submitted in a separate file in PDF format to https://psta.bonfirehub.com/portal. Bids must be received before the time and date on the solicitation cover sheet (Solicitation, Offer and Award Form, CS-01).

(b) Each part of the offer should be clearly labeled and tabbed for easy reference. Failure by an bidder to respond to any of the required elements of this solicitation may be a basis for elimination from consideration during the evaluation.

3. Evaluation and Basis for Award

(a) Number of Awards. One contract award will be made.

B-03 (AUG 24)AB Page 2 of 2 Exhibit B

(b) Award of contract shall be made to the responsible bidder who has provided a responsive bid and the lowest responsive total price offer.

(c) Estimated Quantities. The quantities specified in the Schedule (S-01) are estimates only, are used as a basis for determining award of the contract and are not a guarantee of any specific quantity to be purchased under the contract to be awarded.

(d) No Cost Pricing. A bidder may enter “No Cost” in the unit price and extended amount columns to indicate that the item is being offered to PSTA at “No Cost.”

(e) Right to Reject Materially Unbalanced Offers. The Authority reserves the right to reject offers that are materially unbalanced, i.e., that contain unreasonably high unit prices for some items and/or unreasonably low unit prices for other items.

(f) Detailed Description of Goods Not in Schedule. Item descriptions in the Schedule (S-01) are not intended as complete descriptions of the required supplies and/or services to be purchased under this solicitation. Complete descriptions are provided in the Specifications and/or Statement of Work, Exhibit (H-01), to this solicitation.

4. Examination of Bid Documents

The Authority shall have the right to examine and review the bidder’s estimating documents used in preparing its bid as a reference to aid in the Authority's evaluation of bids. Within two (2) days of the Contracting Officer’s request, the bidder shall make available for inspection its estimating documents used in preparation of its bid. Estimating documents shall include all of the following:

(1) clearly itemized estimated costs of performing the work,

(2) easy identification of design vs. construction costs,

(3) assumptions used to determine crew sizes and productivity rates, any quotations received from subcontractors, or suppliers, memoranda, narratives, and reports used to develop the price,

(4) a breakdown of costs into categories such as direct labor, equipment, materials and supplies,

(5) overhead rates for the prime contractor and each subcontractor,

(6) fee allocated to each subcontractor,

(7) contingency and risk allocations, and

(8) all other significant assumptions or factors used to develop the price.

5. Incorporation of Bid

The Authority reserves the right to incorporate the successful bid into any resulting contract, by reference or full text. This includes any revisions and supplements through the date set for submission of best and final offers, if applicable.

C-02 (AUG 24) AB Page 1 of 8 Exhibit C

PINELLAS SUNCOAST TRANSIT AUTHORITY (PSTA)

ST. PETERSBURG, FLORIDA

EXHIBIT C

SOLICITATION INSTRUCTIONS AND CONDITIONS

(INVITATION FOR BIDS – FEDERALLY ASSISTED)

1. Acknowledgment of Amendments to Invitation for Bids

2. Award of Contract

3. Rights of PSTA in Solicitation Process

4. Cancellation of Solicitation

5. Confidential Data

6. Discounts

7. Late Submissions, Modifications and Withdrawals of Bids

8. Multiple or Alternate Bids Not Accepted

9. Pre-Proposal Conference and Questions Concerning the Solicitation

10. Preparation of Bids

11. Submission of Bids and Samples

12. Access to Records

13. Omission

14. Code of Ethics

15. Public Entity Crimes

16. Protest Procedures

17. FTA Protest Procedures

18. Order of Precedence

19. Lobbying

20. Section 287.05701, Florida Statutes, as may be amended, states in pertinent part as follows:

1. Acknowledgment of Amendments to Invitation for Bids

(a) If this solicitation is amended, then all terms and conditions, which are not modified, remain unchanged.

(b) Bidders shall acknowledge receipt of any amendment to this solicitation: (1) by signing and returning the amendment;

or (2) by identifying the amendment number and date in the space provided for this purpose on the form for submitting a bid. The Authority must receive the acknowledgment by the time and at the place and in the manner specified for receipt of bids through https://psta.bonfirehub.com.

2. Award of Contract

(a) The contract for this solicitation will be awarded by PSTA’s Board of Directors, in its sole and absolute discretion, to the responsible bidder whose bid, conforming to the solicitation, will be most advantageous to the Authority, price and other factors considered. A responsible bidder is one who affirmatively demonstrates to the Authority that the bidder has adequate financial resources and the requisite capacity, capability, and facilities to perform the contract within the delivery period or period of performance, has a satisfactory record of performance on other comparable projects, has a satisfactory record of integrity and business ethics, and is otherwise qualified and eligible to receive award under the solicitation and laws or regulations applicable to this procurement.

(b) The Authority reserves the right to reject any or all bids in part or in total for any reason, to accept any bid if considered best for its interest, and to waive informalities and minor irregularities in bids received.

(c) The Authority may accept any item or group of items of any bid, unless the bidder qualifies the bid by specific limitations. Unless otherwise provided in the solicitation, bids may be submitted for any quantities less than those specified, and the Authority reserves the right to make an award on any item for a unit quantity less than the quantity offered at the unit prices offered unless the bidder specifies otherwise in the bid.

(d) The PSTA Board of Directors may award a contract based on the initial price received from the lowest responsive and responsible bidder without discussion.

C-02 (AUG 24) AB Page 2 of 8 Exhibit C

(e) Any financial data submitted with any bid hereunder or any representation concerning facilities or financing will not form a part of any resulting contract; provided, however, that if the resulting contract contains a clause providing for price reduction for defective cost or pricing data, the contract price will be subject to reduction if cost or pricing data furnished hereunder is incomplete, inaccurate, or not current.

3. Rights of PSTA in Solicitation Process

PSTA may investigate the qualifications of any bidder. PSTA may require confirmation of information furnished by a bidder, and require additional evidence of qualifications to perform the services described in this solicitation. In addition to any rights conveyed by Florida law, PSTA specifically reserves the right to:

(a) Disqualify any bidder in accordance with the information contained in this solicitation

(b) Reject any or all of the bids, in its sole and absolute discretion

(c) Remedy errors in the solicitation documents

(d) Cancel the entire solicitation

(e) Issue subsequent solicitation(s) for the same or similar services

(f) Rank firms and negotiate with the highest ranking firm or firms, as determined by PSTA in its sole discretion

(g) Select the bid(s) it believes will serve the best interest of PSTA

(h) Appoint evaluation committees to review bids

(i) Seek the assistance of outside technical experts to review bids

(j) Approve or disapprove the use of particular subcontractors and suppliers

(k) Establish a short list of bidders eligible for discussions after review of written bids

(l) Solicit best and final offers (BAFO) as part of its negotiations with a bidder or multiple bidders

(m) Determine whether or not a bidder is a responsible bidder

(n) Reject any part of a bid

(o) Negotiate with any, all, or none of the bidders

(p) Award a contract to one or more bidders

(q) Accept other than the lowest priced proposal

(r) Request any necessary clarifications or proposal data without changing the terms

(s) Disqualify bidder(s) upon evidence of collusion with intent to defraud or other illegal practices on the part of the bidder(s)

(t) Waive any informalities or irregularities in any proposal, to the extent permitted by law

The issuance of this solicitation does not bind or commit PSTA to enter into a contract with any of the bidders and does not create any property interest or expectation of any award.

4. Cancellation of Solicitation

This solicitation may be cancelled by the Authority at any time, whether before or after receipt of bids, in accordance with the Authority’s procurement policies. PSTA’s Board of Directors reserves the right to reject any and all bids in whole or in part, to reissue the solicitation, or to cancel the entire solicitation, on such basis as PSTA’s Board of Directors deems to be in its best interest to do so.

5. Confidential Data

Each bidder shall clearly mark each page of its proposal that contains trade secrets or other information which the bidder believes is exempt from disclosure pursuant to Article I, Section 24 of the Florida Constitution and Chapters 119 and 286, Florida Statutes (commonly referred to as the “Sunshine Laws”). If a bidder fails to clearly mark such information, or marks its entire proposal as a confidential trade secret, the Authority will be under no obligation to treat such information as confidential or exempt under the Sunshine Laws. Evaluation and disclosure of information marked according to the requirements of this section will be determined by the Authority in its sole and absolute discretion and in accordance with

C-02 (AUG 24) AB Page 3 of 8 Exhibit C the Florida laws, rules and regulations.

6. Discounts

(a) Prompt payment discounts will not be considered in evaluating bids for award, unless otherwise specified in the solicitation. However, offered discounts will be taken if payment is made within the discount period, even though not considered in the evaluation of bids.

(b) In connection with any discount offered for prompt payment, time shall be computed from (1) the date of completion of performance of the services or delivery of the supplies to the carrier if acceptance is at a point of origin, or date of delivery at destination or port of embarkation if delivery and acceptance are at either of these points, or (2) the date the correct invoice or voucher is received in the office specified by the Authority, if the latter is later than the date of performance or delivery. For the purpose of computing the discount earned, payment shall be considered to have been made on the date of the Authority's check.

7. Late Submissions, Modifications and Withdrawals of Bids

(a) Any bid received at https://psta.bonfirehub.com after the exact time specified for receipt will not be considered unless it is the only bid received and is received on the date specified for receipt of bids.

(b) Any modification of a bid is considered the new receipt of a bid and is subject to the same conditions as in subsection

(a) of this provision.

(c) Bids may not be withdrawn after the deadline specified for receipt of bids.

(d) The only acceptable evidence to establish the date and time a bid was received shall be the date and time the bid was uploaded to https://psta.bonfirehub.com as reflected by the Bonfire service.

8. Multiple or Alternate Bids Not Accepted

(a) Definitions.

(1) “Multiple bids” means more than one bid submitted, each satisfying the specific stated requirements of the solicitation.

(2) “Alternate bids” means a bid submitted that may depart from the specific stated requirements of the solicitation.

(b) Unless otherwise specified in this solicitation, Multiple bids or Alternate bids shall not be accepted in response to this solicitation. All Multiple bids or Alternate bids shall be rejected; provided however, that if the bidder clearly identifies a primary bid, it shall be evaluated and considered for award as though it were the only bid submitted.

9. Pre-Proposal Conference and Questions Concerning the Solicitation

A pre-proposal conference may be held for all interested parties to discuss the solicitation requirements. The date and time for such conference, if any, is set forth on CS-01 (Solicitation, Offer and Award Form) of this solicitation.

Questions and requests for clarification relating to this solicitation, shall be submitted in writing, through https://psta.bonfirehub.com or by email, to the contact person identified in Block 3 of the Solicitation Offer and Award form, at least three (3) working days in advance of the scheduled conference to allow sufficient time for responses to be considered and prepared by the Authority.

Questions concerning the solicitation that are not addressed at the conference, if one is held, shall be submitted in writing through https://psta.bonfirehub.com no later than five (5) working days in advance of the bid submission due date and time, which is the minimum time required for the Authority’s reply to be able to be received by bidders before the bid submission due date and time and acknowledged as required by the "Acknowledgement of Amendments" clause. Questions received less than five (5) working days in advance of the bid submission due date and time will be responded to only if the Authority determines that the question and its response would have a material and substantive impact on the solicitation.

C-02 (AUG 24) AB Page 4 of 8 Exhibit C

10. Preparation of Bids

(a) Bidders are expected to examine this entire solicitation, including any schedules, solicitation instructions, special provisions, general provisions, drawings, specifications, statements of work, and any other provisions of, and exhibits to, this solicitation, whether incorporated by reference or otherwise, prior to the submission of bids. Failure to do so will be at the bidder's risk.

(b) Each bidder shall furnish the information required by the solicitation. Bidders shall sign and print or type their name on the form provided by the Authority for submitting a bid and each continuation sheet on which they make an entry.

Erasures or other changes must be initialed by the person signing the bid. Bids signed by an agent of the bidder (other than an officer or a partner of the bidder) are to be accompanied by evidence of the agent's authority (unless such evidence has been previously furnished to the Authority).

(c) Pricing shall be provided by bidders in the format required by the Authority. Where property is being offered, the prices bidded shall include packing unless otherwise specified. In case of any discrepancy between a unit price and any calculations of extended or total price, the unit price will be presumed to be correct, subject, however, to correction to the same extent and in the same manner as any other mistake.

(d) Bids for property or services other than those specified in the Schedule (S-01) will not be considered unless specifically authorized in the solicitation.

(e) The bidder must state a definite time for delivery of property or for performance of services unless otherwise specified in the solicitation. All measurements shall be in the system of weights and measures in common usage in the United States, and pricing shall be in U.S. dollars.

(f) In computing any period of time for the solicitation or any resulting contract, "days" means calendar days, and the day of the event from which the designated period of time begins to run shall not be included, but the last day shall be included unless it is a Saturday, Sunday, or Federal or State of Florida holiday, in which event the period shall run to the end of the next business day. This provision is not applicable to bid protests.

(g) Bidders are responsible for all costs and expenses incurred preparing and submitting its bid, and participating in the solicitation process. PSTA shall not be responsible to any bidder for such costs.

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