5. Evaluation Criteria Submittal.docx

5. EVALUATION CRITERIA

Instructions - Include in your proposal package a response to the following questions, listing the question first and the response directly beneath. Failure to respond to one or more questions could lower total score or cause the response to be deemed Non-Responsive and rejected.

5.1 Compliance with EWEB Specifications (60 points possible)

a. Provide information requested in the referenced specifications: Pages 38-42.

b. Provide the following information:

i. Preliminary layout drawings [Specification ES3-9.130 REV 16, Section 3.27]

ii. Short circuit compliance report [Specification ES3-9.130 REV 16, Section 3.28]

iii. Complete listing of short circuit tested transformers [Specification ES3-9.130 REV 16, Section 3.28]

iv. Supporting evidence to support guaranteed sound levels below NEMA standards [Specification ES3-9.130 REV 16, Section 5.2]

v. Written list of exceptions taken to specification and/or bid documents with stated issues taken and proposed exceptions [Specification ES3-9.130 REV 16, Section 5.3]

vi. Documentation explaining the manufacturer’s manufacturing process, Quality Assurance measures/checkpoints, testing process, and other elements relative to the manufacture of the units as related to this specification [Specification ES3-9.130 REV 16, Section 5.4]

vii. Please describe how your company is equipped with the proper tooling to handle natural ester (FR3) oil for the manufacture of transformers. Discuss the known limitations of the oil and how it is mitigated by your company. Identify any process which do not follow the FR3 guideline documents in ES3-9.130 REV 16, Section 3.17.

5.2 ABILITY TO MEET EWEB’S TERMS (50 points Possible)

A. Please review Exhibit #1 - EWEB’s Sample Contract. Using the extra Word version of this document found on the bid site, utilize MS Track Changes to red-line ALL proposed changes to the CLAUSES IN RED FONT IN THE SAMPLE CONTRACT. You may also use the Comments tool to provide explanation for a revision request.

Please note: Points will be deducted for amount of changes and/or degree of changes that increase risk to EWEB.

Clauses for review include:

SAMPLE CONTRACT

SECTIONS:

3a. Invoicing & Payment – Progress Payments 3b. Invoicing & Payment – Tariffs 9b. Deliveries

10. Inspections and Acceptance

11. Deficiencies and Remedies 13b(4). Early Termination – Contractor Breach of Contract 14a. Payment Upon Early Contract Termination – EWEB Cancellation 14d. Termination by Contractor - Fees 15h. Insurance and Bonding – Performance Bond

17. Indemnification

48. Purchase Orders

18. Limitation of Liability

20. Rescheduling

ATTACHMENT A – SCHEDULE OF GOODS

SECTIONS:

g. Lead Time / Guaranteed Delivery

n. Pricing – Total Price

r. Warranty

s. Schedule for First Four Transformers

B. State whether your company can supply a warranty of 60 months or more from the date EWEB issues Final Acceptance.

C. Provide a bullet-point list of the key items that the warranty will cover OR a copy of the warranty.

5.3 Client References / Past Performance (30 points possible) Your submittal for this Section 5.3 will have been provided under the Section 3 - Minimum Qualifications.

Client references provided by Contractor in the Minimum Qualifications section will be used to evaluate bidder past performance. Clients’ opinions regarding the offeror's past performance on related contracts will be evaluated to determine, as appropriate, successful performance of contract requirements, quality and timeliness of delivery of goods, cost management, level of communication between the contracting parties, proactive management and customer satisfaction.

Bidder is welcome to provide any additional information regarding performance under the cited contracts.

5.4 Pricing Proposals (50 points, plus potential 10 additional bonus points) Provide the proposed pricing for transformer (scored) and origin of components (not scored) as requested in the Bid Schedule below.

Please note: Estimates are NOT binding. While EWEB intent to purchase 8 units is firm, EWEB makes no guarantee of the actual number of goods that will be purchased due to any unforeseen circumstances in the future. The Bidder shall not rely upon those numbers as a guarantee of the purchases from the resulting Contract.

a. Bid Price

Freight/Delivery to Eugene, Oregon – FOB Destination For first four transformers only

Freight/Delivery to Eugene, Oregon – FOB Destination For transformers 5, 6, 7, and 8

TOTAL PRICE

Total Price shall include:

1. Costs of natural ester oil

2. Handling

3. Freight/delivery to Eugene, Oregon – FOB Destination

4. Regular taxes and base tariffs

5. Offloading unit onto the transformer foundation in the substation, assembly

6. Field testing of the unit on the transformer foundation

7. All expenses for all 8 transformers, including travel to Eugene two times per delivery.

Contractor understands that in submitting a proposal, the resulting Contract price, if awarded, will include all of these components.

Terms are FOB Destination and freight cost for the first purchase order of four transformers MUST be included in the Total Price bid. If Contractor is offering a fixed price, freight cost must be firm.

b. Bid Price Calculation Transformer cost shall be based on total lifecycle cost which includes factors for No Load Losses and Load Losses. The following loss values will be used for calculating transformer loss costs. Please provide green highlighted values.

1. Guaranteed No Load Losses = $5,785/kW

2. No Load Loss Cost (from 5.1.a above) = $__________

Total Lifecycle Cost = Bid Cost + [Guaranteed No Load Losses * No Load Loss Cost] + [Guaranteed Load Losses * Load Loss Cost]

c. Pricing Structure

1. Will the pricing proposed in the BID SCHEDULE above be a fixed, contracted price? (Yes or No)

2. If your company will be submitting a base bid that will be subject to indexed pricing as delivery date approaches, please identify the following:

a) The index used and where it is located on the worldwide web

b) The formula used to calculate each component of the price and an explanation of formula, if helpful

c) When the final price will be calculated (number of weeks/months before delivery etc.)

d) Any other contract terms proposed that are related to use of this pricing method

3. This Contract includes the following term from Exhibit #1 – Sample Contract regarding increases as a result of actions taken by the Federal Government:

3.b Tariffs – Base tariffs (HTSUS Column 1 General duty rate) will be included in contracted transformer price. If Presidential Executive Orders or laws passed by Congress cause the overall cost of the unit to increase by two percent (2%) or more, and if Contractor is not able to otherwise mitigate these increases during the period between contract execution and the shipment date, Contractor may pass along those specific incremental cost increases which shall not cumulatively exceed 8% of the total cost of the unit. Contractor will provide documentation of the specific, detailed cost increases in the event they occur, and adjustment is sought.

For 5 bonus points, will your company contractually agree to pass along the increases up to a maximum of 5% instead of 8%? (Yes or No. You may add comments.)

d. Calculation of Points

Total points for cost will be determined according to the following:

A = Total possible points before Bonus Points = 50 L = Lowest Total Lifecycle Cost proposed X = Total Lifecycle Cost being scored B = Awarded points before Bonus Points (rounded off)

Bonus Points for Pricing

· 5 bonus points if price proposed is firm

· 5 bonus points if transformers are made in the U.S.A. or Mexico/Canada is USMCA compliant

· 5 bonus points if product is made outside the U.S. and Contractor is willing to pass along increases to a maximum of 5% per Section 3.b of the Sample Contract (as shown above.)

Formula: "L" divided by "X" times "A" = "B"

Example: If A = 50 Points, L = $50,000; X = $75,000; Transformer will be made in the U.S. and price offered is firm (without use of economic adjustments/indexing later), then:

[$50,000 / $75,000] x 50 = 33 points +5 Bonus Points + 5 Bonus Points = 43 points

e. Additional Information (Not scored) – The following information is required but not scored

Origin of Major Transformer Components

Tank

Oil

Radiators

Bushings

HV Arresters

LTC

Copper Wire

Core Steel

Temperature Indicator