54-CB-4260007 -LTV Rolling Stock.pdf

STATE OF NORTH CAROLINA

Department of Transportation

Invitation for Bid#: 54-CB-4260007

Rolling Stock – Raised Roof Vans and Light Transit Vehicles

Date Issued: July 6, 2026

Bid Opening Date: July 27, 2026

At 2:00 PM ET

Direct all inquiries concerning this IFB to:

Charmane Bess

Contract Specialist II

Email: Cbess@ncdot.gov

Ver. 11/2025

Invitation for Bid #

54-CB-4260007

For internal State agency processing, including tabulation of bids, provide your company’s eVP (Electronic Vendor

Portal) Number. Pursuant to G.S. 132-1.10(b) this identification number shall not be released to the public. This page will be removed and shredded, or otherwise kept confidential, before the procurement file is made available for public inspection.

This page shall be filled out and returned with your bid.

Failure to do so shall be sufficient cause to reject your bid.

Vendor Name

Vendor eVP #

Note: For a contract to be awarded to you, your company (you) must be a North Carolina registered

Vendor in good standing. You must enter the Vendor number assigned through eVP (Electronic Vendor

Portal). If you do not have a Vendor number, register at https://evp.nc.gov/SignIn

Electronic responses ONLY will be accepted for this solicitation.

https://evp.nc.gov/SignIn

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EXECUTION

In compliance with this Invitation for Bids (IFB), and subject to all the conditions herein, the undersigned Vendor offers and agrees to furnish and deliver any or all items upon which prices are bid, at the prices set opposite each item within the time specified herein.

By executing this bid, the undersigned Vendor understands that false certification is a Class I felony and certifies that:

▪ this bid is submitted competitively and without collusion (G.S. 143-54),

▪ that none of its officers, directors, or owners of an unincorporated business entity has been convicted of any violations of Chapter

78A of the General Statutes, the Securities Act of 1933, or the Securities Exchange Act of 1934 (G.S. 143-59.2), and

▪ it is not an ineligible Vendor as set forth in G.S. 143-59.1.

Furthermore, by executing this bid, the undersigned certifies to the best of Vendor’s knowledge and belief, that:

▪ it and its principals are not presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from covered transactions by any Federal or State department or agency.

As required by G.S. 143-48.5, the undersigned Vendor certifies that it, and each of its sub-Contractors for any Contract awarded as a result of this IFB, complies with the requirements of Article 2 of Chapter 64 of the NC General Statutes, including the requirement for each employer with more than 25 employees in North Carolina to verify the work authorization of its employees through the federal E-Verify system.

As required by Executive Order 24 (2017), the undersigned Vendor certifies will comply with all Federal and State requirements concerning fair employment and that it does not and will not discriminate, harass, or retaliate against any employee in connection with performance of any Contract arising from this solicitation.

G.S. 133-32 and Executive Order 24 (2009) prohibit the offer to, or acceptance by, any State Employee associated with the preparing plans, specifications, estimates for public Contract; or awarding or administering public Contracts; or inspecting or supervising delivery of the public

Contract of any gift from anyone with a Contract with the State, or from any person seeking to do business with the State. By execution of this bid response to the IFB, the undersigned certifies, for Vendor’s entire organization and its employees or agents, that Vendor are not aware that any such gift has been offered, accepted, or promised by any employees or agents of Vendor’s organization.

By executing this bid, Vendor certifies that it has read and agreed to the INSTRUCTION TO VENDORS and the NORTH CAROLINA GENERAL

TERMS AND CONDITIONS incorporated herein. These documents can be accessed from the ATTACHMENTS page within this document.

Failure to execute/sign bid prior to submittal may render bid invalid and it MAY BE REJECTED. Late bids cannot be accepted.

COMPLETE/FORMAL NAME OF VENDOR:

STREET ADDRESS: P.O. BOX: ZIP:

CITY & STATE & ZIP: TELEPHONE NUMBER: TOLL FREE TEL. NO:

PRINCIPAL PLACE OF BUSINESS ADDRESS IF DIFFERENT FROM ABOVE (SEE INSTRUCTIONS TO VENDORS ITEM #21):

PRINT NAME & TITLE OF PERSON SIGNING ON BEHALF OF VENDOR:

VENDOR’S AUTHORIZED SIGNATURE: DATE: E-MAIL:

Department of Transportation

Refer ALL Inquiries regarding this IFB to:

Charmane Bess

Invitation for Bids # 54-CB-4260007

Bids will be publicly opened: July 27, 2026 at 2:00 PM ET

Using Agency: Department of Transportation Commodity No. and Description: 251015 – Automotive Vehicles and

Related Transportation Equipment

Bid Number: 54-CB-4260007 Vendor: ____________________________________

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FOR STATE USE ONLY: Offer accepted and Contract awarded this ____ day of _______________, 20____, as indicated on the attached certification, by ______________________________________________________

VALIDITY PERIOD

Offer shall be valid for at least one hundred and twenty (120) days from date of bid opening, unless otherwise stated here: ______ days, or if extended by mutual agreement of the parties. Any withdrawal of this offer shall be made in writing, effective upon receipt by the agency issuing this IFB.

BID ACCEPTANCE

If your bid is accepted, all provisions of this IFB, along with the written results of any negotiations, shall constitute the written agreement between the parties (“Contract”). The NORTH CAROLINA GENERAL TERMS AND CONDITIONS are incorporated herein and shall apply.

Depending upon the Goods or Services being offered, other terms and conditions may apply, as mutually agreed.

(Authorized Representative of Department of Transportation)

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1.0 PURPOSE AND BACKGROUND

1.1 CONTRACT TERM

1.2 HISTORICAL SPEND

2.0 GENERAL INFORMATION

2.1 INVITATION FOR BID DOCUMENT

2.2 E-PROCUREMENT FEE

2.3 NOTICE TO VENDORS REGARDING IFB TERMS AND CONDITIONS

2.4 IFB SCHEDULE

2.5 BID QUESTIONS

2.6 BID SUBMITTAL

2.7 BID CONTENTS

2.8 ALTERNATE BIDS

2.9 DEFINITIONS, ACRONYMS, AND ABBREVIATIONS

3.0 METHOD OF AWARD AND BID EVALUATION PROCESS

3.1 METHOD OF AWARD

3.2 CONFIDENTIALITY AND PROHIBITED COMMUNICATIONS DURING EVALUATION

3.3 BID EVALUATION PROCESS

3.4 PERFORMANCE OUTSIDE THE UNITED STATES

3.5 INTERPRETATION OF TERMS AND PHRASES

4.0 REQUIREMENTS

4.1 PRICING

4.2 PRODUCT IDENTIFICATION

4.3 TRANSPORTATION AND IDENTIFICATION

4.4 PRE-DELIVERY SERVICING VEHICLE TESTING, INSPECTION, AND INSTALLATION

4.5 PRE-DELIVERY EQUIPMENT AND INSTALLATION SERVICING

4.6 SERVICING MANUFACTURER QUALITY ASSURANCE PROGRAMS

4.7 PILOT MODEL INSPECTION

4.8 DELIVERY

4.9 VEHICLE ORIENTATION TRAINING

4.9.1 OPTIONAL DETAILED VEHICLE TRAINING

4.10 CERTIFICATE OF ORIGIN

4.11 PRODUCT SUPPORT

4.12 AUTHORIZED RESELLER

4.13 WARRANTY AND WORKMANSHIP

4.13.1 RAISED ROOF VANS – WARRANTY

4.13.2 LIGHT TRANSIT VEHICLES – WARRANTY

4.13.3 RAISED ROOF VANS AND LIGHT TRANSIT VEHICLES - WORKMANSHIP

4.14 DESCRIPTIVE LITERATURE

4.15 LIST OF MANUFACTURER'S STANDARD EQUIPMENT

4.16 SCHEMATICS AND PART LISTS

4.17 AVAILABILITY OF SPARE PARTS

4.18 INTELLECTUAL PROPERTY AND DATA RIGHTS

4.19 MODEL YEAR CHANGES DURING THE CONTRACT PERIOD

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4.20 HUB PARTICIPATION

4.21 OPTIONAL MAINTENANCE SERVICE AND SUPPORT

4.22 DEMONSTRATION

4.23 REFERENCES

4.24 VENDOR’S REPRESENTATIONS

4.25 FINANCIAL STABILITY

4.26 AGENCY INSURANCE REQUIREMENTS MODIFICATION

4.27 LOBBYING ACTIVITY CERTIFICATION FOR FEDERAL GRANTS

4.28 SUBCONTRACTORS

4.29 SECRETARY OF STATE REGISTRATION

4.30 SUSTAINIBILITY EFFORTS

5.0 PRODUCT SPECIFICATIONS

5.1 SPECIFICATIONS

5.2 CERTIFICATION AND SAFETY LABELS

5.3 DEVIATIONS

6.0 CONTRACT ADMINISTRATION

6.1 CONTRACT MANAGER AND CUSTOMER SERVICE

6.2 POST AWARD BUSINESS REVIEW MEETINGS

6.3 CONTINUOUS IMPROVEMENT

6.4 PERIODIC QUARTERLY REPORTS

6.5 ACCEPTANCE OF WORK

6.6 VEHICLE ACCEPTANCE AND INSPECTION

6.7 INVOICES

6.8 DISPUTE RESOLUTION

6.9 PRODUCT RECALL

6.10 PRICE ADJUSTMENTS

6.10.1 Adjustment for Extraordinary Trade Measures

6.11 CONTRACT CHANGES

APPENDIX A: RAISED ROOF VAN SPECIFICATIONS (MINIMUM SPECIFICATIONS)

APPENDIX B: LIGHT TRANSIT VEHICLE SPECIFICATIONS (MINIMUM SPECIFICATIONS)

APPENDIX C: ELECTRIC VEHICLE SPECIFICATIONS (MINIMUM SPECIFICATIONS)

7.0 ATTACHMENTS

ATTACHMENT A: PRICING

ATTACHMENT B: INSTRUCTIONS TO VENDORS

ATTACHMENT C: NORTH CAROLINA GENERAL TERMS & CONDITIONS

ATTACHMENT D: HUB SUPPLEMENTAL VENDOR INFORMATION

ATTACHMENT E: CUSTOMER REFERENCE FORM

ATTACHMENT F: LOCATION OF WORKERS UTILIZED BY VENDOR

ATTACHMENT G: CERTIFICATION OF FINANCIAL CONDITION

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ATTACHMENT H: VENDOR REQUEST FOR EO50 PRICE-MATCHING

ATTACHMENT I: LOBBYING ACTIVITY CERTIFICATION FOR FEDERAL GRANTS

ATTACHMENT J: FEDERAL AND STATE REQUIREMENTS FOR ROLLING STOCK

ATTACHMENT K: PRE AWARD AND POST DELIVERY AUDIT REQUIREMENTS

ATTACHMENT L: CERTIFICATION REGARDING LOBBYING

ATTACHMENT M: TRANSIT VEHICLE MANUFACTURERS CERTIFICATION OF COMPLIANCE

WITH 49 CFR PART 26.49

ATTACHMENT N: CERTIFICATE OF COMPLIANC WITH BUY AMERICA ROLLING STOCK

REQUIREMENTS

ATTACHMENT O: CERTIFICATE OF NON-COMPLIANCE WITH BUY AMERICA ROLLING STOCK

REQUIREMENTS

ATTACHMENT P: CERTIFICATION REGARDING DEBARMENT, SUSPENSION, INELIGIBILITY and

VOLUNTARY EXCLUSION LOWER TIER COVERED TRANSACTION

ATTACHMENT Q: CERTIFICATE OF NON-COMPLIANCE WITH BUY AMERICA ROLLING STOCK

REQUIREMENTS

ATTACHMENT R: AFFIDAVIT OF COMPLIANCE WITH N.C. E-VERIFY STATUTES

ATTACHMENT S: FMVSS REQUIREMENTS

ATTACHMENT T: ELIGIBLE NCDOT INTEGRATED MOBILITY DIVISION GRANT RECIPIENTS ... 155

ATTACHMENT S: ELIGIBLE NCDOT INTEGRATED MOBILITY DIVISION GRANT RECIPIENTS

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1.0 PURPOSE AND BACKGROUND

It is the intent of this Invitation for Bids to establish an Agency Specific Term Contract to furnish and deliver newly manufactured, unused, and in current production commercial and institutional quality Light Transit Vehicles (LTVs), Raised Roof Vans, optional All-Electric Light Transit Vehicles and optional Low-Floor Vehicles. The vehicles will be provided on an “As Needed” basis to grant recipients of the North Carolina Department of Transportation Integrated Mobility Division (IMD).

The equipment specified herein will primarily be used to accommodate public transportation needs for various transit authorities throughout the state of North Carolina. All-Electric Light Transit Vehicles as well as Low-Floor Vehicles have been added as an option to this solicitation to help meet sustainability goals and needs. Vendors are urged and cautioned to assure that any accessory equipment offered fully complies with all applicable safety standards and codes for said application, and the latest Americans Disability Act requirements.

Bids shall be submitted in accordance with the terms and conditions of this IFB and any addenda issued hereto.

1.1 CONTRACT TERM

The initial contract term shall be for five (5) years, beginning on the date the Contract is executed by the State (the “Effective Date”) with no renewal option. In addition, the State reserves the right to extend a contract term after the last active term.

Bids shall be submitted in accordance with the terms and conditions of this IFB and any addenda issued hereto.

1.2 HISTORICAL SPEND

Based on NCDOT’s historical usage of the Raised Roof Vans and Light Transit Vehicles covered in this solicitation, the spending through the previous contracts averaged $49,039,434.00 annually. The State shall not be obligated to purchase more than its normal requirements. The State will be responsible only for items requested and received.

2.0 GENERAL INFORMATION

2.1 INVITATION FOR BID DOCUMENT

The IFB is comprised of the base IFB document, any attachments, and any addenda released before Contract award, which are incorporated herein by reference.

2.2 E-PROCUREMENT FEE

ATTENTION: The E-Procurement fee may apply to this solicitation. See paragraph entitled ELECTRONIC PROCUREMENT of the North Carolina General Terms and Conditions.

General information on the E-Procurement Services can be found at: http://eprocurement.nc.gov/.

2.3 NOTICE TO VENDORS REGARDING IFB TERMS AND CONDITIONS

It shall be the Vendor’s responsibility to read the Instructions to Vendors, the North Carolina General Terms and Conditions, all relevant exhibits and attachments, and any other components made a part of this IFB and comply with all requirements and specifications herein. Vendors also are responsible for obtaining and complying with all Addenda and other changes that may be issued in connection with this IFB.

If Vendors have questions, issues, or exceptions regarding any component within this IFB, those must be submitted as questions in accordance with the instructions in the BID QUESTIONS Section. If the State determines that any changes will be made as a result of the questions asked, then such decisions will be communicated in the form of an IFB addendum. The State may also elect to leave open the possibility for later negotiation of specific provisions of the Contract that have been addressed during the question-and-answer period, prior to contact award.

Other than through this process or negotiation under 01 NCAC 05B.0503, the State rejects and will not be required to evaluate or consider any additional or modified terms and conditions submitted with Vendor’s bid. This applies to any language appearing in or attached to the document as part of the Vendor’s bid that purports to vary any terms and conditions or Vendors’ instructions herein or to render the bid non-binding or subject to further negotiation. Vendor’s bid shall constitute a firm offer that shall be held open for the period required herein (“Validity Period” above).

http://eprocurement.nc.gov/

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The State may exercise its discretion to consider Vendor proposed modifications. By execution and delivery of this IFB response, the Vendor agrees that any additional or modified terms and conditions, whether submitted purposely or inadvertently, shall have no force or effect, and will be disregarded unless expressly agreed upon through negotiations and incorporated by way of a Best and Final Offer (BAFO). Noncompliance with, or any attempt to alter or delete, this paragraph shall constitute sufficient grounds to reject Vendor’s bid as non-responsive.

2.4 IFB SCHEDULE

The table below shows the intended schedule for this IFB. The State will make every effort to adhere to this schedule.

Event Responsibility Date and Time

Issue IFB State July 6, 2026

Submit Written

Questions

Vendor July 13, 2026, at 10:00 AM ET

Provide Responses to Questions

State July 20, 2026

Submit Bids Vendor July 27, 2026, at 2:00 PM ET

Public bid opening for this solicitation will be conducted via conference call.

Vendors may use the links or call-in number below to join the bid opening.

Microsoft Teams meeting

Join:

https://teams.microsoft.com/meet/23565621193676?p=k6y7GGMaMOVucoo82L

Meeting ID: 235 656 211 936 76

Passcode: 9iS7JD9v

Dial in by phone

+1 984-204-1487,,918402931# United States, Raleigh

Find a local number

Phone conference ID: 918 402 931#

Join on a video conferencing device

Tenant key: ncgov@m.webex.com

Video ID: 113 638 969 1

More info

For organizers: Meeting options | Reset dial-in PIN

2.5 BID QUESTIONS

Upon review of the IFB documents, Vendors may have questions to clarify or interpret the IFB in order to submit the best bid possible. To accommodate the Bid Questions process, Vendors shall submit any such questions by the “Submit Written Questions” date and time provided in the IFB SCHEDULE Section above, unless modified by Addendum.

Written questions shall be e-mailed to cbess@ncdot.gov by the date and time specified above. Vendors will enter “IFB # 54- CB-4260007: Questions” as the subject for the email. Question submittals will include a reference to the applicable IFB section and be submitted in a format shown below:

Reference Vendor Question

IFB Section, Page Number Vendor question …?

Questions received prior to the submission deadline date, the State’s response, and any additional terms deemed necessary by the State will be posted in the form of an addendum to the electronic Vendor Portal (eVP), https://evp.nc.gov, and shall become an Addendum to this IFB. No information, instruction or advice provided orally or informally by any State personnel, whether made in response to a question or otherwise in connection with this IFB, shall be considered authoritative or binding.

Vendors shall rely only on written material contained in an Addendum to this IFB.

https://teams.microsoft.com/meet/23565621193676?p=k6y7GGMaMOVucoo82L tel:+19842041487,,918402931 https://dialin.teams.cloud.microsoft/c102d528-0544-4660-b869-294e85047e28?id=918402931 https://www.webex.com/msteams?confid=1136389691&tenantkey=ncgov&domain=m.webex.com https://teams.microsoft.com/meetingOptions/?organizerId=d860f3a9-7240-47f1-9b94-fcdeace08d8f&tenantId=7a7681dc-b9d0-449a-85c3-ecc26cd7ed19&threadId=19_meeting_YjAxMjU2ZGItZWVjMS00MWQyLWI1NDUtMDc4NjQ0NTUxMzBm@thread.v2&messageId=0&language=en-US https://dialin.teams.cloud.microsoft/usp/pstnconferencing https://evp.nc.gov/

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2.6 BID SUBMITTAL

IMPORTANT NOTE: This is an absolute requirement. Vendor shall bear the risk of late submission due to unintended or unanticipated delay. It is the Vendor’s sole responsibility to ensure its bid has been received as described in this IFB by the specified time and date of opening. The date and time of receipt will be marked on each bid when received. Any bid or portion thereof received after the bid submission deadline will be rejected.

All bid responses shall be submitted electronically via the electronic Vendor Portal (eVP). Additional information can be found at the eVP updates for Vendors link: https://eprocurement.nc.gov/news-events/evp-updates-vendors.

Failure to submit a bid in strict accordance with these instructions shall constitute sufficient cause to reject a Vendor’s bid(s).

Vendors are strongly encouraged to allow sufficient time to upload bids.

Critical updated information may be included in Addenda to this IFB. It is important that all Vendors responding on this IFB periodically check the State’s eVP website for any Addenda that may be issued prior to the bid opening date. All Vendors shall be deemed to have read and understood all information in this IFB and all Addenda thereto.

Failure to submit a bid in strict accordance with these instructions shall constitute sufficient cause to reject a Vendor’s b id(s).

Vendors are strongly encouraged to allow sufficient time to upload bids.

Critical updated information may be included in Addenda to this IFB. It is important that all Vendors responding on this IFB periodically check the State’s eVP website for any Addenda that may be issued prior to the bid opening date. All Vendors shall be deemed to have read and understood all information in this IFB and all Addenda thereto.

If confidential and proprietary information is included in the bid, also submit one (1) signed, REDACTED copy of the bid. Such information may include trade secrets defined by N.C. Gen. Stat. § 66-152 and other information exempted from the Public Records Act pursuant to N.C. Gen. Stat. §132- 1.2. Vendor may designate information, Products, Services or appropriate portions of its response as confidential, consistent with and to the extent permitted under the statutes and rules set forth above. By so redacting any page, or portion of a page, the Vendor warrants that it has formed a good faith opinion, having received such necessary or proper review by counsel and other knowledgeable advisors, that the portions determined to be confidential and proprietary and redacted as such, meet the requirements of the Rules and Statutes set forth above. However, under no circumstances shall price information be designated as confidential.

If the Vendor does not provide a redacted version of the bid with its quote submission, the Department may release an unredacted version if a record request is received.

2.7 BID CONTENTS

Vendors shall populate all attachments of this IFB that require the Vendor to provide information and include an authorized signature where requested. Failure to provide all required items, or Vendor’s submission of incomplete items, may result in the

State rejecting Vendor’s bid, in the State’s sole discretion.

Vendor IFB responses shall include the following items and attachments, which shall be arranged in the following order:

a) Completed and signed version of EXECUTION PAGES.

b) Signed receipt pages of any addenda released in conjunction with this IFB, if required to be returned.

c) Vendor’s Response, including:

• 4.6 SERVICING MANUFACTURER QUALITY ASSURANCE PROGRAMS (separate document)

• 4.7 PILOT MODEL INSPECTION (fill-in)

• 4.8 DELIVERY (fill-in)

• 4.9.1 OPTIONAL DETAILED VEHICLE TRAINING (separate document)

• 4.13 WARRANTY AND WORKMANSHIP (separate document)

• 4.14 DESCRIPTIVE LITERATURE (separate document)

• 4.15 LIST OF MANUFACTURER'S STANDARD EQUIPMENT (separate document)

• 4.17 AVAILABILITY OF SPARE PARTS

• 4.22 OPTIONAL MAINTENANCE SERVICE AND SUPPORT (separate document)

• 5.1 (Appendix A, Appendix B, Appendix C) (fill-ins) https://eprocurement.nc.gov/news-events/evp-updates-vendors

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d) Completed version of ATTACHMENT A: PRICING

e) Completed version of ATTACHMENT D: HUB SUPPLEMENTAL VENDOR INFORMATION

f) Completed version of ATTACHMENT E: CUSTOMER REFERENCE FORM

g) Completed version of ATTACHMENT F: LOCATION OF WORKERS UTILIZED BY VENDOR

h) Completed and signed version of ATTACHMENT G: CERTIFICATION OF FINANCIAL CONDITION

i) Completed and signed version of ATTACHMENT H: VENDOR REQUEST FOR EO50 PRICE-MATCHING, if applicable

j) Completed and signed version of ATTACHMENT I: CERTIFICATION FOR CONTRACTS, GRANTS, LOANS, AND COOPERATIVE AGREEMENTS and OMB STANDARD FORM LLL

k) ATTACHMENT J: FEDERAL AND STATE REQUIREMENTS FOR ROLLING STOCK

l) ATTACHMENT K: PRE AWARD AND POST DELIVERY AUDIT REQUIREMENTS

m) Completed and signed version of ATTACHMENT L: CERTIFICATION REGARDING LOBBYING

n) Completed and signed version of ATTACHMENT M: TRANSIT VEHICLE MANUFACTURERS CERTIFICATION OF COMPLIANCE

o) Completed and signed version of ATTACHMENT N: CERTIFICATE OF COMPLIANCE WITH BUY AMERICA ROLLING STOCK

REQUIREMENTS

p) Completed and signed version of ATTACHMENT O: CERTIFICATE OF NON-COMPLIANCE WITH BUY AMERICA ROLLING

STOCK REQUIREMENTS

q) Completed and signed version of ATTACHMENT P: CERTIFICATION OF DEBARMENT, SUSPENSION, INELIGILIBTY AND

VOLUNTARY EXCLUSION LOWER TIER COVERED TRANSACTION

r) Completed and signed version of ATTACHMENT Q: CERTIFICATION OF COMPLIANCE WITH FTA’S BUS TESTING

REQUIREMENTS

s) Completed and signed version of ATTACHMENT R: AFFIDAVIT COMPLIANCE WITH N.C. E-VERIFY STATUTES

t) Completed and signed version of ATTACHMENT S: FMVSS REQUIREMENTS

u) ATTACHMENT T: ELIGIBLE NCDOT INTEGRATED MOBILITY DIVISION GRANT RECIPIENTS

2.8 ALTERNATE BIDS

Unless provided otherwise in this IFB, Vendor may submit alternate bids for comparable Goods, various methods or levels of Service(s), or that propose different options. Alternate bids must specifically identify the IFB requirements and advantage(s) addressed by the alternate bid. Any alternate bid, in addition to the marking described above, must be clearly marked with the legend: “Alternate Bid #___ [for ‘name of Vendor’]”. Each bid must be for a specific set of Goods and Services and must include specific pricing. If a Vendor chooses to respond with various offerings, each must be offered with a separate price and be contained in a separate bid. Each bid must be complete and independent of other bids offered.

2.9 DEFINITIONS, ACRONYMS, AND ABBREVIATIONS

Relevant definitions for this IFB are provided in 01 NCAC 05A .0112 and in the Instructions to Vendors referenced below which are incorporated herein by this reference.

The following definitions, acronyms, and abbreviations are also relevant to this IFB:

a) ADA: Americans with Disabilities Act

b) ABS: Anto-Lock Braking System

c) AM/FM: Amplitude Modulation / Frequency Modulation

d) AVL: Automatic Vehicle Location

e) Buy America Act: Requirements apply to purchases of iron, steel, and other manufactured products permanently incorporated into infrastructure projects.

f) BTU: British Thermal Unit

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g) CCA: Cold Cranking Amps

h) CD: Compact Davis

i) CFM: Cubic feet per minute

j) CFR: Code of Federal Regulations

k) CNG: Compressed Natural Gas

l) DCFC: DC Fast Charging (direct current rapid charging)

m) DVR: Digital Video Recorder

n) EOL / WEOL: End of Life / Warranty End of Life (battery degradation thresholds)

o) EPA: Environmental Protection Agency

p) EV: Electric Vehicle

q) FMVSS: Federal Motor Vehicle Safety Standards

r) FTA: Federal Transit Administration.

s) FRP: Fiberglass Reinforced Plastic

t) ESS: Energy Storage System

u) GVWR: Gross Vehicle Weight Rating

v) HS: Harmonized System

w) HV: High Voltage

x) HVAC: Heating, Ventilation, and Air Conditioning

y) ILD: Indentation Load Deflection

z) IMD: Integrated Mobility Division

aa) ISO: International Organization for Standardization

bb) LCD: Liquid Crystal Display

cc) LED: Light Emitting Diode

dd) LOTO: Lockout/Tagout

ee) LTV: Light Transit Vehicle

ff) LT-EV: Light Transit Electric Vehicle

gg) LV: Low voltage

hh) MCO: Manufacturers Certificate of Orgin

ii) MDC: Mobile Data Computer

jj) MPH: Miles Per Hour

kk) MSRP: Manufacturer’s Suggested Retail Price

ll) MVR-180: Motor Vehicle Registration Form 180

mm) NC MVR-1: North Carolina Motor Vehicle Registration Form 1

nn) O2:Oxygen

oo) ODOM-103N: Odometer Disclosure Form 103N

pp) OEM: Original Equipment Manufacturer

qq) PPI: Pre Purchase Inspection

rr) QVM: Qualified Vehicle Modifiers

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ss) RAC: Rifled Air Conditioning

tt) RESNA: Rehabilitation Engineering and Assistive Technology Society of North America

uu) Rolling Stock: Transit vehicles such as buses, vans, cars

vv) RPM: Revolutions Per Minute

ww) SAE: Society of Automotive Engineers

xx) SoC: State of Charge (battery charge level)

yy) TXL: Thin-wall Cross-Linked

zz) WC18: Wheelchair Tiedown and Occupant Restraint Systems Standard

3.0 METHOD OF AWARD AND BID EVALUATION PROCESS

3.1 METHOD OF AWARD

North Carolina G.S. 143-52 provides a general list of criteria the State shall use to award contracts, as supplemented by the additional criteria herein. The Goods or Services being procured shall dictate the application and order of criteria; however, all award decisions shall be in the State’s best interest.

All responsive bids will be reviewed, and award(s) will be based on the responsive bid(s) offering the lowest price that meets the specifications to include any required verifications set out herein, such as but not limited to past performance, references, and financial documents.

While the intent of this IFB is to award a Contract(s) to multiple Vendors , the State reserves the right to make separate awards to different Vendors for one or more line items, to not award one or more line items or to cancel this IFB in its entirety without awarding a Contract, if it is considered to be most advantageous to the State to do so.

If a Vendor selected for award is determined by the State to be a non-resident of North Carolina, all responsive bids will be reviewed to determine if any of them were submitted by a North Carolina resident Vendor who requested an opportunity to match the price of the winning bid, pursuant to Executive Order #50 and G.S. 143-59 (for more information, please refer to ATTACHMENT H: VENDOR REQUEST FOR EXECUTIVE ORDER #50 PRICE MATCHING. If such bid(s) are identified, the State will then determine whether any such bid falls within the price-match range, and, if so, make a Contract award in accordance with the process that implements G.S. 143-59 and Executive Order #50.

The State reserves the right to waive any minor informality or technicality in bids received.

3.2 CONFIDENTIALITY AND PROHIBITED COMMUNICATIONS DURING EVALUATION

While this IFB is under evaluation, the responding Vendor, including any subcontractors and suppliers, is prohibited from engaging in conversations intended to influence the outcome of the evaluation. See Paragraph 29 of the Instructions To Vendors entitled COMMUNICATIONS BY VENDORS.

Each Vendor submitting a bid to this IFB, including its employees, agents, subcontractors, suppliers, subsidiaries and affiliates, is prohibited from having any communications with any person inside or outside the using agency; issuing agency; other government agency office or body (including the procurement lead named above, any department secretary, agency head, members of the General Assembly and Governor’s office); or private entity, if the communication refers to the content of Vendor’s bid or qualifications, the content of another Vendor’s bid, another Vendor’s qualifications or ability to perform a resulting contract, and/or the transmittal of any other communication of information that could be reasonably considered to have the effect of directly or indirectly influencing the evaluation of bids, the award of a contract, or both.

Any Vendor not in compliance with this provision shall be disqualified from evaluation and award. A Vendor’s bid may be disqualified if its subcontractor and/or supplier engage in any of the foregoing communications during the time that the procurement is active (i.e., the issuance date of the procurement until the date of contract award or cancellation of the procurement). Only those discussions, communications or transmittals of information authorized or initiated by the issuing agency for this IFB, or inquiries directed to the procurement lead named in this IFB regarding requirements of the IFB (prior to bid submission) or the status of the award (after submission) are excepted from this provision.

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3.3 BID EVALUATION PROCESS

Only responsive submissions will be evaluated.

The State will conduct an evaluation of responsive Bids, as follows:

Bids will be received according to the method stated in the Bid Submittal section above.

All bids must be received by the issuing agency not later than the date and time specified in the IFB SCHEDULE Section above, unless modified by Addendum. Vendors are cautioned that this is a request for offers, not an offer or request to contract, and the State reserves the unqualified right to reject any and all offers at any time if such rejection is deemed to be in the best interest of the State.

At the date and time provided in the IFB SCHEDULE Section above, unless modified by Addendum, the bids from each responding Vendor will be opened publicly and all offers (except those that have been previously withdrawn, or voided bids) will be tabulated. The tabulation shall be made public at the time it is created. When negotiations after receipt of bids are authorized pursuant to G.S. 143-49 and 01 NCAC 05B.0503, only the names of offerors and the Goods and Services offered shall be tabulated at the time of opening. If negotiation is anticipated, cost and price shall become available for public inspection at the time of the award. Interested parties are cautioned that these costs and their components are subject to further evaluation for completeness and correctness and therefore may not be an exact indicator of a Vendor’s pricing position.

At their option, the evaluators may request oral presentations or discussions with any or all Vendors for clarification or to amplify the materials presented in any part of the bid. Vendors are cautioned, however, that the evaluators are not required to request presentations or other clarification—and often do not. Therefore, all bids should be complete and reflect the most favorable terms available from the Vendor. Prices bid cannot be altered or modified as part of a clarification.

Bids will generally be evaluated, based on completeness, content, cost and responsibility of the Vendor to supply the requested Goods and Services. Specific evaluation criteria are listed in Section 3.1 METHOD OF AWARD.

Upon completion of the evaluation process, the State will make Award(s) based on the evaluation and post the award(s) to the State’s eVP website under the IFB number for this solicitation. Award of a Contract to one Vendor does not mean that the other bids lacked merit, but that, all factors considered, the selected bid was deemed most advantageous and represented the best value to the State.

The State reserves the right to negotiate with one or more Vendors, or to reject all original offers and negotiate with one or more sources of supply that may be capable of satisfying the requirement, and in either case to require Vendor to submit a Best and Final Offer (BAFO) based on discussions and negotiations with the State.

3.4 PERFORMANCE OUTSIDE THE UNITED STATES

Vendor shall complete ATTACHMENT F: LOCATION OF WORKERS UTILIZED BY VENDOR. In addition to any other evaluation criteria identified in this IFB, the State may also consider, for purposes of evaluating proposed or actual contract performance outside of the United States, how that performance may affect the following factors to ensure that any award will be in the best interest of the State:

a) Total cost to the State

b) Level of quality provided by the Vendor

c) Process and performance capability across multiple jurisdictions

d) Protection of the State’s information and intellectual property

e) Availability of pertinent skills

f) Ability to understand the State’s business requirements and internal operational culture

g) Particular risk factors such as the security of the State’s information technology

h) Relations with citizens and employees

i) Contract enforcement jurisdictional issues

3.5 INTERPRETATION OF TERMS AND PHRASES

This IFB serves two functions: (1) to advise potential Vendors of the parameters of the solution being sought by the State; and

(2) to provide (together with other specified documents) the terms of the Contract resulting from this procurement. The use of phrases such as “shall,” “must,” and “requirements” are intended to create enforceable contract conditions. In determining whether bids should be evaluated or rejected, the State will take into consideration the degree to which Vendors have proposed

Ver: 11/2025 13 or failed to propose solutions that will satisfy the State’s needs as described in the IFB. Except as specifically stated in the IFB, no one requirement shall automatically disqualify a Vendor from consideration. However, failure to comply with any single requirement may result in the State exercising its discretion to reject a bid in its entirety.

4.0 REQUIREMENTS

This Section lists the requirements related to this IFB. By submitting a bid, the Vendor agrees to meet all stated requirements in this Section, as well as any other specifications, requirements, and terms and conditions stated in this IFB. If a Vendor is unclear about a requirement or specification, or believes a change in a requirement would allow for the State to receive a better bid, the Vendor is encouraged to submit these items in the form of a question during the question-and-answer period in accordance with the Bid Questions Section above.

4.1 PRICING

Bid price shall include the total price for each item, including shipping, delivery, handling, administrative and other similar fees.

Assembly and set-up at the State’s location shall be shown as an additional line price for each applicable item. Complete ATTACHMENT A: PRICING and include in Vendor’s response.

4.2 PRODUCT IDENTIFICATION

MAKE AND MODEL

Manufacturer’s name and model/catalog numbers used in this IFB are for the sole purpose of identification and to establish general quality level desired. Such references are not intended to be restrictive and comparable products of other manufacturers will be considered. However, Vendors are cautioned that any deviation from the specifications of the identified item are required to be pointed out in its bid. Vendor shall include with its bid sufficient documentary evidence to demonstrate the qualitative, functional, operational, organizational, and conformational equivalence of the bid item to the identified item.

4.3 TRANSPORTATION AND IDENTIFICATION

The Vendor shall deliver Free-On-Board (FOB) Destination to any requested location within the State of North Carolina with all transportation costs and fees included in the total bid price.

When an order is placed using a purchase order, the purchase order number shall be shown on all packages and shipping manifests to ensure proper identification and payment of invoices. If an order is placed without using a purchase order, such as via phone, the Buyer’s name shall be shown on all packages. A complete packing list shall accompany each shipment. Vendors shall not ship any products until they have received an order.

4.4 PRE-DELIVERY SERVICING VEHICLE TESTING, INSPECTION, AND INSTALLATION

Pre-Delivery Testing Requirements:

Prior to delivery, Vendor shall perform and document the following tests and inspections on each vehicle:

• Water Leak Test: The vehicle shall be subjected to a water test to verify that all body seams, window frame seals, and exterior component closeouts prevent water intrusion.

• Road Test: Each vehicle shall be driven for a minimum of 15 miles to verify ride quality, stability, performance, braking, HVAC operation, and the function of all systems and subsystems.

• Interior Inspection: Inspection of the fit and finish of all interior installations, including the function of all systems and controls.

• Undercarriage Inspection: Inspection of all underbody components, wiring, air lines, and drivetrain for proper installation, securement, and absence of leaks.

• Exterior Inspection: Inspection of paint, graphics, decals, access panels, and all exterior components for proper installation and finish.

• Electrical Inspection: Verification of all electrical panels, harnesses, and terminations for proper installation and labeling.

• Mobility Device Ramp/Lift Inspection: Verification of proper installation, clearances, and operation of all accessibility equipment, including interlocks.

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• Documentation: All tests and inspections must be documented on forms provided by the vendor and included in the pre-delivery documentation package. Authorization forms for release of each vehicle for delivery must be provided.

• Defect Correction: Any defects or deficiencies identified during pre-delivery testing must be corrected prior to delivery. Vehicles shall not be shipped until all required tests are passed and documentation is complete.

The State reserves the right to witness any or all pre-delivery tests and to review all documentation prior to acceptance. A final inspection shall be conducted by the vendor prior to delivery.

4.5 PRE-DELIVERY EQUIPMENT AND INSTALLATION SERVICING

All vehicles shall be delivered in newly manufactured condition, according to the specifications listed in Section 5.1. All equipment furnished shall be completely installed, serviced, and conditioned prior to delivery. All adjustments shall be made which are required to prepare the vehicle and its equipment for immediate and continuous operation upon delivery.

Pre-delivery servicing shall include, as a minimum, the following:

• NC State Inspection.

• Adjust and aim headlights.

• Fully charged LV battery.

• Four-wheel alignment

• Balance all wheels (dynamic force balance)

• Top-off all fluids

• Wash & clean interior and exterior vehicle upon delivery to owner.

4.6 SERVICING MANUFACTURER QUALITY ASSURANCE PROGRAMS

The Vendor shall comply with OEM chassis manufacturer requirements and shall follow detailed in-plant quality control procedures. The in-plant quality control procedures shall include, but shall not be limited to the following: each phase;

department; step; station; etc. At each such phase, the vehicle shall be inspected for quality control, function, specifications, compliance, and any applicable chassis OEM Qualified Vehicle Modifier (QVM) or substantially equivalent program requirements prior to the vehicle being advanced through the production line.

Quality control procedures should also include a road test and a final inspection. Each vehicle shall pass all inspections prior to delivery, and all quality assurance documentation is required to be sent to the agency as part of the packing list.

The Vendor shall submit the following documentation with the bid response:

• Certification that they comply with and meet the OEM chassis manufacturer requirements as they relate to the OEM QVM Program or substantially equivalent program.

• One (1) copy of the detailed in-plant quality assurance procedures.

• Samples of all inspection forms.

• Documentation that the Vendor/manufacturer has met the requirement as a “Registered Quality System” manufacturer including a copy of the ISO 9001:2015 certificate.

4.7 PILOT MODEL INSPECTION

The State reserves the right to require a pilot model of any of the selected vehicle types. Vendors should complete delivery of the pilot model within one hundred and twenty (120) consecutive calendar days after a request is made by NCDOT.

For completion by Vendor: Delivery of the pilot model will be made within _______________ consecutive calendar days after receipt of purchase order. Promptness of delivery of the pilot model may be used as a factor in the award criteria.

If directed, Vendor shall produce one (1) pilot vehicle for each type of vehicle in the base order. The pilot vehicle shall be fully representative of the production vehicles and must demonstrate compliance with all contract requirements. The pilot vehicle shall be delivered to the State prior to production of the remaining vehicles, unless otherwise authorized in writing. The Vendor shall deliver Free-On-Board (FOB) Destination to the following location:

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NCDOT Highway Building

1 S Wilmington St

Raleigh, NC 27601

No production of remaining vehicles may proceed until the pilot model is accepted, or corrective action is agreed upon. Any changes in design or construction after pilot acceptance will require State approval.

The State reserves the right to witness any or all pilot model tests and to review all documentation prior to acceptance.

Any changes and/or modifications in design or construction after the award or acceptance of the pilot model will be subject to the State’s approval, otherwise no changes will be permitted.

4.8 DELIVERY

The Vendor will deliver Free-On-Board (FOB) Destination to the locations defined in ATTACHMENT S: ELIGIBLE NCDOT

INTEGRATED MOBILITY DIVISION GRANT RECIPIENTS.

Vendors should complete delivery within one hundred and fifty (150) consecutive calendar days after receipt of purchase order.

For completion by Vendor: Delivery will be made from __________________________________________ (city, state) within _____ consecutive calendar days after receipt of purchase order. Promptness of delivery may be used as a factor in the award criteria.

Vendor shall confirm with transit agency receipt(s) of order within twenty-four (24) hours. It shall be the responsibility of the Vendor to arrange transport of the vehicles to the customer site throughout the State. Vendor shall coordinate and schedule with each transit agency a designated address, day and time for the delivery and arrival of their vehicle(s). Vendor is required to give NCDOT and the customer a minimum of three (3) working day notice prior to each intended delivery, so appropriate staff arrangements can be made. Deliveries may be made Monday-Friday, 8:00 a.m. to 4:30 p.m. or as agreed upon.

Vehicles may be shipped, or “Caravan” delivered from the factory. Vehicles that are “drop shipped” to various dealers in North Carolina, still must be transported to the final customer site throughout the State. If driven, vehicles shall be operated within suggested “break-in” limits of the chassis manufacturer. Vehicles transported greater than 250 miles shall be certified as to the operation of the vehicles within these “break-in” limits. Periodic fluid level checks are required. Delivery mileage shall not count toward the warranty.

Vendor shall be required to give a production delivery schedule at the time of receipt of the first purchase order. Vendors are required to provide monthly updates regarding production delivery schedules.

All vehicles must contain no less than ¼ tank of fuel as indicated by the fuel gauge at time of delivery.

4.9 VEHICLE ORIENTATION TRAINING

Upon the delivery of each vehicle or group of vehicles, basic hands-on vehicle orientation training is required to be given by the Vendor, or the Vendor’s representative. At least two (2) members of the system’s staff shall attend, one (1) of which shall be the transportation coordinator, director, or operations manager. These staff members shall be responsible for training the remainder of the staff.

Instruction shall include, but not be limited to, the following:

• Operation of the vehicle.

• Operation of the wheelchair lift.

• Location of key mechanical components.

• Location and proper use of safety equipment and emergency exits.

• Familiarization of vehicle warning signals.

• Instructions on loading and securing wheelchair/mobility aid passengers.

• Any add-on or optional equipment, such as back-up cameras, etc.

• EV vehicle orientation shall include:

o Detailed overview of driving modes.

Ver: 11/2025 16 o How to maximize vehicle efficiency while driving.

o Familiarization with vehicle displays and gauges.

o Demonstration of charging.

In-depth training workshops will be held to provide drivers, mechanics, or administrative personnel training relating to preventive maintenance, troubleshooting, operation of the vehicle and equipment (including the lift and securements), and technical updates of the vehicle type offered.

Training materials (manuals, presentations, handouts, etc.) shall be provided in both print and electronic formats and become the property of the agency.

Workshops shall be conducted at various sites across the state. A minimum of four (4) workshops shall be presented by the vendor/manufacturer for every 100 vehicles sold. Sessions shall be approximately one (1) day, allowing adequate time for classroom instruction as well as hands-on instruction.

Vendor shall coordinate training with the Integrated Mobility Division to determine dates and locations of workshops.

4.9.1 OPTIONAL DETAILED VEHICLE TRAINING

The Vendor shall provide an optional comprehensive training program for agency personnel, including but not limited to drivers, mechanics, and administrative staff. Training should cover all major vehicle systems and components. The Vendor should describe and fully define the training program in a separate document and attach the document to the completed

IFB. Vendor should provide pricing for the training program in ATTACHMENT A: PRICING.

• Training topics shall include:

o Vehicle operation and safety procedures.

o HV safety and LOTO for EV-vehicles.

o Wheelchair lift/ramp operation and securement.

o Preventive maintenance and inspection schedules.

o HVAC system operation and maintenance.

o Electrical and electronic systems (including diagnostics and troubleshooting).

o Propulsion system (engine, transmission, or electric drive).

o Emergency procedures and safety equipment.

o Use of manuals, documentation, and diagnostic tools.

o Any add-on or optional equipment (e.g., cameras, fareboxes, fire suppression, etc.).

• Training materials (manuals, presentations, handouts, etc.) shall be provided in both print and electronic formats and become the property of the agency.

• Certification: Upon completion of training, the vendor shall provide documentation certifying that agency personnel have been trained in the operation and maintenance of the vehicles and all major systems.

• Training Plan: The vendor shall submit a detailed training plan and syllabus for agency approval at least 30 days prior to scheduled training.

• Ongoing Support: The vendor shall make a qualified instructor available for follow-up training or technical support as needed by the agency.

The agency reserves the right to record training sessions for future use and to request additional training if needed.

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4.10 CERTIFICATE OF ORIGIN

By submitting and signing this bid, the Vendor hereby certifies to NCDOT that a true and correct Certificate of Origin will accompany each vehicle upon delivery without formal demand. Vendor shall list “NCDOT/Public Trans. Div.” as the first lienholder on the Certificate of Origin and title application (NC MVR-1) for all vehicles funded with grant money through the NC Dept. of Transportation. The vendor will be provided with a listing of transit systems on an annual basis that are eligible to purchase under this contract.

The lienholder shall read:

NCDOT-Integrated Mobility Division

1550 Mail Service Center

Raleigh, NC 27699-1550

4.11 PRODUCT SUPPORT

The following items shall be furnished upon delivery with each vehicle purchased. Owner should be presented with either a notebook/binder or a vinyl folder with a clasp containing the following materials.

• Owner’s/Operator’s Manual for vehicle and other optional equipment. (1 copy each)

• The maintenance and inspection schedule for vehicles and applicable optional equipment. (1 copy of each)

• A wiring diagram of all components installed, both original and added, shall be furnished in addition to the mounted diagram.

• Safety Manual describing safe vehicle operation. (1 copy)

• Tire Maintenance/Tire Care Manual (1 copy)

• All production tests completed on vehicle during manufacturing including a final, “ok to ship”, inspection sheet.

• A tube of touch-up paint to match ordered vehicle.

• N.C. Title Application (MVR-1) completed, except for signature, and delivered with MCO. The form can be found at the DMV web site: http://www.ncdot.gov//download/dmv/VR_MVR1.pdf

• Odometer Disclosure Statement, Form ODOM-103N; NC-65-3; or MVR-180. Disclosure on the back of Certificate of Origin may be used.

4.12 AUTHORIZED RESELLER

The Vendor shall be authorized by the manufacturer to distribute or resell the products and/or maintenance offered in this IFB.

The Vendor shall provide a signed statement from the manufacturer confirming authorization within ten…