IFB_0000001125_Final_-__5-5-16.pdf

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Motor Grader (DGS-OTA)
Solicitation number
0000001125
Issued by
California

About this file

This is an Invitation for Bid (IFB #0000001125) issued by the California Department of General Services (DGS), Procurement Division on behalf of the California Department of Parks and Recreation for a Motor Grader. The solicitation requests a six-wheel, front wheel steer, articulated, all-wheel drive motor grader equipped with rear rippers and 12-foot blade. Bids are due by May 26, 2016 at 2:00 PM PST, with the last day to submit questions being May 12, 2016. The delivery and final acceptance of all units must be within 180 calendar days after the Purchase Order date. The solicitation includes requirements for pre-delivery inspection, warranty requirements, and training to be provided by the supplier.

The bid must be FOB Destination with all pricing inclusive of delivery, with no additional charges permitted. The successful bidder must have at least five factory authorized warranty and service locations throughout California, with at least two locations each in Northern and Southern California. Small business preference of 5% and DVBE incentives ranging from 1-5% are available. The State reserves the right to purchase a minimum of one additional unit or up to 100% more units at bid prices within 360 calendar days of bid award. The solicitation includes an Alternative Protest Process under Public Contract Code §12125 with specific requirements for filing protests and associated bonds.

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IMPORTANT NOTICE TO ALL BIDDERS

Solicitation No. 00000001125

This solicitation/acquisition is being conducted under Public Contract Code § 12125, et seq., the Alternative Protest Process.

Submission of a bid constitutes consent of the bidder for participation in the Alternative Protest Process.

Any protests filed in relation to the proposed contract award shall be conducted under the procedures in this document for the Alternative Protest Process.

Any bidder wishing to protest the proposed award of this solicitation must submit a written Notice of Intent to Protest (facsimile acceptable) to the Coordinator before the close of business on the last day of the protest period, which will be established in the Notice of Intent to Award. Failure to submit a timely, written Notice of Intent to Protest waives the bidder’s right to protest.

Alternative Protest Process Coordinator/Dispute Resolution

Department of General Services Procurement Division Purchasing Authority Management Section 707 Third Street, 2nd Floor South West Sacramento, CA 95605 Voice: 916 / 375-4587 Fax: 916 / 376-6226

Page 1 of 11 SOLICITATION #0000001125

Form GSOP S5-PIN (01-05)

STATE OF CALIFORNIA

DEPARTMENT OF GENERAL SERVICES – PROCUREMENT DIVISION

Invitation for Bid

DUE DATE

5/26/2016 Responses must be delivered to the Procurement Division before 2:00 PM on the Due Date

SUPPLIER NAME AND ADDRESS BU #

SOLICITATION #

0000001125

DATE

5/6/2016

DELIVERY DATE

As Specified

PAGE

REQUISITION. NO.

0000000005

AGENCY BILLING CODE

53802

AGENCY PURCHASE EST

NO.

PE15K002

F.O.B. DESTINATION

UNLESS

BID STATES OTHERWISE

ARE YOU CLAIMING

PREFERENCE

AS A CALIFORNIA CERTIFIED

SMALL BUSINESS?

YES NO

IF YES, MANUFACTURER?

YES NO

ARE YOU A NON-SMALL

BUSINESS CLAIMING AT LEAST

25% SMALL BUSINESS

SUBCONTRACTOR

PREFERENCE?

YES NO

SUPPLIER CONTACT:

PHONE:

SUPPLIER NUMBER:

____ % CASH

DISCOUNT FOR

PAYMENT WITHIN ____

DAYS

SEE REQUIRED PAYMENT

DATE OF THE GENERAL

PROVISIONS PARAGRAPH

30.

SHIP TO:

Mobile Equipment Warehouse 4940 Lang Avenue Bay G McCellan, CA 95652 Attn: Nancy Sechrist

NAME (PRINT)

TITLE FOR FURTHER INFORMATION, CONTACT:

PROCUREMENT OFFICIAL: Stacey Jaramillo-Solis

PHONE: 916-443-9614

EMAIL: Stacey.Jaramillo@dgs.ca.gov

SECTION 14835 ET SEQ. OF THE

CALIFORNIA GOVERNMENT CODE

REQUIRES THAT A 5%

PREFERENCE BE GIVEN TO

BIDDERS WHO QUALIFY AS A

SMALL BUSINESS OR BIDDERS

WHO QUALIFY AS A NON-SMALL

BUSINESS CLAIMING AT LEAST

25% CALIFORNIA CERTIFIED

SMALL BUSINESS PARTICIPATION.

FOR REQUIREMENTS SEE TITLE 2,

CALIFORNIA CODE OF

REGULATIONS, SECTION 1896, ET

SEQ. THE REQUIREMENTS FOR

NONPROFIT VETERAN SERVICE

AGENCIES QUALIFYING AS A

SMALL BUSINESS ARE

CONTAINED IN SECTION 999.50 ET

SEQ. OF THE MILITARY AND

VETERANS CODE.

SIGNATURE DATE

Return To:

DGS/PROCUREMENT DIVISION

707 3RD ST. 2ND FL (95605)

P.O. BOX 989054

W. SACRAMENTO, CA 95798

TELEPHONE NUMBER FAX NUMBER

FEDERAL EMPLOYER IDENTIFICATION NUMBER

Bidder offers and agrees if this response is accepted within 45 calendar days from the date of opening to furnish all of the items upon which prices are quoted, at the prices set opposite each item, delivered at the designated point(s) by the method of delivery and within the times specified above and subject to the attached General Provisions.

DECLARATIONS UNDER PENALTY OF PERJURY: By signing above, with inclusion of the date of signature, the above signed bidder DECLARES UNDER PENALTY OF PERJURY under the laws of the State of California as follows: (1) (STATEMENT OF COMPLIANCE). The above signed has complied with the non-discrimination program requirements of Government Code 12990 and Title 2, California Administrative Code Section 8103, and such declaration is true and correct. (2) the National Labor Relations Board declaration set forth in Paragraph 43 of the General Provisions is true and correct. (3) If a claim is made for the small business preference, the information set forth within is true and correct.

The Department of General Services (DGS), Procurement Division, One Time Acquisitions Unit is facilitating this purchase on behalf of the California Department of Parks and Recreation for Motor Grader.

KEY ACTION DATES

Invitation For Bid (IFB) Release May 6, 2016 Last day to submit questions May 12, 2016 Invitation For Bid (IFB) Due May 26, 2016

SOLICITATION

Also referred to as Event in Cal eProcure.

ALTERNATIVE PROTEST PROCESS

This solicitation/acquisition is being conducted under the provisions of the Alternative Protest Process (Public Contract Code Section 12125, et seq.) By submitting a bid or proposal to this solicitation, the bidder consents to participation in the Alternative Protest Process, and agrees that all protests of the proposed award shall be resolved by binding arbitration pursuant to the California Code of Regulations, Title 1, Division 2, Chapter 5. The link to the regulations is:

Page 2 of 11 SOLICITATION #0000001125 http://www.dgs.ca.gov/oah/GeneralJurisdiction/BidProtestRegs.aspx

A Notice of Intent to Award for this solicitation will be publicly posted in the Procurement Division reception area and sent via facsimile to any bidder who submits a written request for notice and provided a facsimile number.

During the protest period, any participating bidder may protest the proposed award on the following grounds:

1. For major information technology acquisitions – that there was a violation of the solicitation procedure(s) and that the protesting bidder’s bid should have been selected; or

2. For any other acquisition – that the protesting bidder’s bid or proposal should have been selected in accordance with the selection criteria in the solicitation document.

A written Notice of Intent to Protest the proposed award of this solicitation must be received (facsimile acceptable) by the Coordinator before the close of business 5 p.m. PST/PDT on the 1st working day after issuing the notice of intent, as specified in the solicitation.

Failure to submit a timely, written Notice of Intent to Protest waives bidder’s right to protest.

Bidder is to send the notice of protest to:

Alternative Protest Process Coordinator/Dispute Resolution Department of General Services Procurement Division Purchasing Authority Management Section 707 Third Street, 2nd Floor South West Sacramento, CA 95605 Fax: 916 / 376-6226

Within seven (7) working days after the last day to submit a Notice of Intent to Protest, the Coordinator must receive from the protesting bidder the complete protest filing including the signed, written detailed statement of protest including exhibits, filing fee and deposit or small business certification as applicable. Untimely submission of the complete protest filing waives the bidder’s right to protest.

Protest bond requirement: Bond amount for this Alternative Protest Process shall be 10 percent of the contract amount as specified in the solicitation. See California Code of Regulations, Title 1, Section 1418.

RESPONSIVE BIDDER

A supplier who is responsive submits a bid response compliant with the solicitation requirements and indicates performance without material deviation from the terms and conditions of the proposed contract.

RESPONSIBLE BIDDER

A supplier who is responsible and submits a responsive bid is one who clearly indicates compliance without material deviation from the solicitation’s terms and conditions and who possesses the experience, facilities, reputation, financial resources and other factors existing at the time of contract award.

ADDITIONAL TERMS AND CONDITIONS

The state objects to and will not evaluate or consider any additional terms or conditions submitted by a bidder. This applies to any language appearing in documents attached as part of the bidder’s response. In signing and submitting a bid, the bidder agrees that any additional terms and conditions whether submitted intentionally or inadvertently, shall have no force or effect. Bids with terms and conditions attached may be subject to rejection.

QUESTIONS REGARDING THE IFB

Bidders requiring clarification of the intent or content of this IFB or on procedural matters regarding the competitive IFB process may request clarification by submitting questions by the date(s) identified in the key action dates, via email to the Procurement Official identified in this IFB. If a Bidder submits a question after the scheduled date(s), the State will attempt to answer the question but does not guarantee that the answer will be prior to the bid due date.

Note: Answers to all questions will be posted via an Event/Solicitation Addendum.

http://www.dgs.ca.gov/oah/GeneralJurisdiction/BidProtestRegs.aspx

Page 3 of 11 SOLICITATION #0000001125

REQUEST TO CHANGE REQUIREMENTS OF THE IFB

Bidders may request to change requirements of the IFB if the Bidder believes that one or more of the IFB requirements is onerous, unfair, or imposes unnecessary constraints on the Bidder in proposing less costly or alternate solutions. The Bidder shall submit recommended change(s) and facts substantiating the recommended change by the date(s) identified in the key action dates, in an email or envelope clearly marked “Request to Change Requirements of the BU #XXXX IFB #XXXXXXXXXXX” to the Procurement Official identified in this IFB.

ATTACHMENTS

The following documents are attached, or attached by reference, and part of this solicitation:

1. Specification 3805-3562 for Motor Grader of 11 pages, dated 04/19/2016.

2. Bid Specification Questionnaire of five (5) pages

3. Administrative Requirements of nine (9) pages

4. Cost Worksheet of one (1) page

5. Options of one (1) page

6. Bidder’s Instructions (GSPD-451) of three (3) pages, dated 11/09/2011** http://www.documents.dgs.ca.gov/pd/modellang/GSPD451-110911.pdf

7. General Provisions (GSPD-401) of seven (7) pages, dated 06/08/2010** http://www.documents.dgs.ca.gov/pd/modellang/GPnonIT060810.pdf

8. Bidder Declaration Form (GSPD-05-105 REV 03/15) of two (2) pages

9. California Disabled Veteran Business Enterprise (DVBE) Bid Incentive Instructions of three (3) pages, dated 09/03/09

10. Disabled Veteran Enterprise Declarations (Std. 843) of one (1) page, dated 05/2006 (if applicable)** http://www.documents.dgs.ca.gov/pd/poliproc/STD-843FillPrintFields.pdf

11. Postconsumer Content Certification Form (CIWMB 74) of two (2) pages, dated 4/2007

12. Darfur Contracting Act Certification of one (1) page

13. Payee Data Record (STD. 204), of two (2) pages** http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf

14. TACPA Preference Forms** http://www.documents.dgs.ca.gov/pd/dispute/mfgsum525.pdf http://www.documents.dgs.ca.gov/pd/edip/bidsum526.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/Std830.pdf

15. Alternative Protest Process of 10 pages

** These documents are incorporated by reference and located at the link provided.

Please note that items #2, #3, #4, #5, #7, #9 (If applicable), #10, #11, #12 AND #13 (if applicable) MUST be returned with the bid or the bid may be rejected.

PRICES

Prices shall be submitted via hard copy. Pricing shall be all inclusive. Only the prices/charges submitted in the bid response shall be accepted and included in the awarded contract.

For the purpose of this bid, only bids quoted F.O.B. Destination, Freight Prepaid, will be accepted. No charge for delivery, drayage, express, parcel post, packing, cartage, insurance, license fees, permits, cost of bonds, or for any other purpose will be paid by the State unless expressly included and itemized in the Contract. International shipments will be Delivered Duty Paid (DDP). Import Costs, duties, taxes, value added tax or any other transportation or customs costs will not be paid by the State unless expressly included and itemized in the Contract.

Sales tax is not to be included on the bid or in the bid pricing. If awarded this bid, sales tax should be added at time of invoicing. The sales tax rate applied should be based on the rate of the area where the product is to be delivered, unless the deliverable is a vehicle, in which case the sales tax rate applied should be based on the rate where the vehicle will be registered with the California Dept. of Motor Vehicles (DMV).

FACTORY AUTHORIZED DISTRIBUTOR REQUIREMENT

The supplier must be either the manufacturer or a Factory Authorized Distributor/Dealer for the manufacturer.

Only bids submitted by a manufacturer or an "Authorized Distributor/Dealer" will be accepted. An "Authorized Distributor/Dealer" is a supplier who is normally and regularly engaged in the business of selling the products of the manufacturer. To qualify as an Authorized Distributor/Dealer", a supplier must have technical expertise in the product line(s) being offered for sale, employ individuals who are knowledgeable in/with the products, maintain an inventory of finished product and/or spare parts, and offer technical assistance and repair capabilities. All "Authorized Distributors/Dealers" must provide substantially the same level of service.

http://www.documents.dgs.ca.gov/pd/modellang/GSPD451-110911.pdf http://www.documents.dgs.ca.gov/pd/modellang/GPnonIT060810.pdf http://www.documents.dgs.ca.gov/pd/poliproc/STD-843FillPrintFields.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf http://www.documents.dgs.ca.gov/pd/dispute/mfgsum525.pdf http://www.documents.dgs.ca.gov/pd/edip/bidsum526.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/Std830.pdf

Page 4 of 11 SOLICITATION #0000001125

"Authorized Distributors/Dealers" must either be listed on the manufacturer's website OR submit a signed agreement or other documentation from the manufacturer indicating its status as "factory authorized". A "one-time agreement" is not acceptable.

Please provide the manufacturer website address here: ____________________________________

CALIFORNIA SELLER’S PERMIT

Bidders must provide their California retailer’s seller’s permit or certification of registration and, if applicable, the permit or certification of all participating affiliates, issued by California’s State Board of Equalization (BOE), pursuant to all requirements as set forth in Sections 6487, 7101 and Sections 6452.1, 6487.3, 18510 of the Revenue and Taxation Code, and Section 10295.1 of the Public Contract code.

In order to expedite the process of verifying the validity of the permit, provide the BOE permit number in the space provided below (or attach a copy of the permit with your bid.)

For instructions on how to obtain a California Sellers Permit number or register to do business in the State of California, visit the Board of Equalization website at www.boe.ca.gov.

Retailer’s Seller’s Permit Number: __________________________________

POSTCONSUMER-CONTENT CERTIFICATION

State agencies are required to report purchases in many product categories. In order to comply with those requirements, bidders are required to complete and return the attached Postconsumer-Content Certification form (CIWMB 74) with their bid response.

BIDDER DECLARATION FORM

All bidders must complete the Bidder Declaration Form GSPD-05-105 and include it with the bid response. When completing the declaration, bidders must identify all subcontractors proposed for participation in the contract; this includes equipment manufacturers, equipment distributors and resellers. A subcontractor is any person, firm, corporation, or organization contracting to perform any part of the prime’s contract. Bidders awarded a contract are contractually obligated to use the subcontractors for the corresponding work identified unless the State agrees to a substitution and it is incorporated by amendment to the contract.

If claiming the non-small business subcontractor preference, the form must list all the California small businesses with which you commit to subcontract in an amount of at least twenty-five percent (25%) of the net bid price. All certified small businesses must perform a “commercially useful function” in the performance of the contract as defined in Government Code Section 14837 (d)(4).

DARFUR CONTRACTING ACT CERTIFICATION

Effective January 1, 2009, all Invitations for Bids (IFB) or Requests for Proposals (RFP) for goods or services must address the requirements of the Darfur Contracting Act of 2008 (Act). (Public Contract Code sections 10475, et seq.; Stats. 2008, Ch. 272). The Act was passed by the California Legislature and signed into law by the Governor to preclude State agencies generally from contracting with “scrutinized” companies that do business in the African nation of Sudan (of which the Darfur region is a part), for the reasons described in Public Contract Code section 10475.

A scrutinized company is a company doing business in Sudan as defined in Public Contract Code section 10476. Scrutinized companies are ineligible to, and cannot, bid on or submit a proposal for a contract with a State agency for goods or services. (Public Contract Code section 10477(a)).

Therefore, Public Contract Code section 10478 (a) requires a company that currently has (or within the previous three years has had) business activities or other operations outside of the United States to certify that it is not a “scrutinized” company when it submits a bid or proposal to a State agency. (See # 1 on the Attachment).

A scrutinized company may still, however, submit a bid or proposal for a contract with a State agency for goods or services if the company first obtains permission from the Department of General Services (DGS) according to the criteria set forth in Public Contract Code section 10477(b). (See # 2 on the Attachment).

PROHIBITION ON TAX DELINQUENTS BIDDING (AB 1424)

Public Contract Code section 10295.4 provides that a state agency shall not enter into any contract for goods or services with a contractor whose name appears on either list of the 500 largest tax delinquencies pursuant to Section 7063 or 19195 of the Revenue and Taxation Code. This section applies to contracts executed on or after July 1, 2012. The Franchise Tax Board (FTB) and the California Board of Equalization (BOE) will post and periodically update lists of the 500 largest tax delinquencies on their websites as http://www.boe.ca.gov/

Page 5 of 11 SOLICITATION #0000001125 required by law. Starting on July 1, 2012 prior to executing contracts state agencies must check the FTB and BOE lists to ensure the proposed awardee/vendor is not on either list. If the proposed awardee is on either list the bid may be considered non-responsive.

CHANGE ORDERS

Any Purchase Order resulting from this bid may be amended, modified, or terminated at any time by mutual agreement of the parties in writing. Change orders amending, modifying or terminating the Purchase Order, including any modifications of the compensation payable, may be issued only by the Department of General Services State Procurement Officer. All such change orders shall be in writing and issued only upon written concurrence of the supplier. Termination, as that term is used in this section, does not include termination for default of the supplier.

Page 6 of 11 SOLICITATION #0000001125

CALIFORNIA CERTIFIED SMALL BUSINESS AND PREFERENCE(S) INFORMATION

SMALL BUSINESS PREFERENCES AND CERTIFICATION

Bidders claiming the small business preference must be certified by California as a small business or must commit to subcontract at least twenty-five percent (25%) of the net bid price with one or more California certified small businesses. Small Business Nonprofit Veteran Services Agencies (SB/NVSA) prime bidders meeting requirements specified in the Military and Veterans Code Section 999.50 et seq. and obtaining a California certification as a small business are eligible for the five percent (5%) small business preference. If applicable, claim the preference in the box on the right hand side of the first page of this solicitation.

Completed certification applications and required support documents must be submitted to the Office of Small Business and DVBE Services (OSDS) no later than 5:00 p.m. on the bid due date and the OSDS must be able to approve the application as submitted.

Questions regarding certification should be directed to the OSDS at (916) 375-4940.

SMALL BUSINESS REGULATIONS

The Small Business regulations, located in the California Code of Regulations (Title 2, Division 2, Chapter 3, Subchapter 8, Section 1896 et seq.), concerning the application and calculation of the small business preference, small business certification, responsibilities of small business, department certification, and appeals are revised, effective 9/09/04. The new regulations can be viewed at http://www.dgs.ca.gov/pd/Programs/OSDS.aspx. Access the regulations by clicking on the “Small Business Regulations” in the right sidebar. For those without internet access, a copy of the regulations can be obtained by calling the Office of Small Business and DVBE Services (OSDS) at (916) 375-4940.

SMALL BUSINESS PARTICIPATION REPORTING REQUIREMENTS

Per Government Code 14841, if a contract/purchase order is awarded from this solicitation with a commitment from the prime bidder to achieve small business participation, the contractor must within sixty (60) days of receiving final payment under this agreement (or within such other time period as may be specified elsewhere in this agreement) report to the awarding department the actual percentage of small business participation achieved.

NON-SMALL BUSINESS SUBCONTRACTOR PREFERENCE

A five percent (5%) bid preference is available to a non-small business claiming twenty-five percent (25%) California Certified small business subcontractor participation. If applicable, claim the preference in the box on the right hand side of the first page of this solicitation.

If claiming the non-small business subcontractor preference, the bid response must include a list of the small business(es) with which you commit to subcontract in an amount of at least twenty-five percent (25%) of the net bid price with one of more California certified small businesses. Each listed certified small business must perform a “commercially useful function” in the performance of the contract as defined in Government Code Section 14837(d)(4). The required list of California certified small business subcontracts must be attached to the bid response and must include the following: 1) subcontractor name, 2) address, 3) phone number, 4) a description of the work to be performed and/or products supplied, 5) and the dollar amount or percentage of the net bid price (as specified in the solicitation) per subcontractor.

Bidders claiming the five percent (5%) preference must commit to subcontract at least twenty-five percent (25%) of the net bid price with one or more California certified small businesses. Completed certification applications and required support documents must submitted to the Office of Small Business and DVBE Services (OSDS) no later than 5:00 p.m. on the bid due date, and the OSDS must be able to approve the application as submitted. Questions regarding certification should be directed to the OSDS at (916) 375-4940.

http://www.dgs.ca.gov/pd/Programs/OSDS.aspx

Page 7 of 11 SOLICITATION #0000001125

TACPA CONTRACT PREFERENCE

This solicitation contains the Target Area Contract Preference Act (TACPA) preference request forms. Please carefully review the forms and requirements. If applying for this preference, bidders must submit the preference request forms listed in the Attachments section of this document. Denial of TACPA preference requests is not a basis for rejection of the bid.

The State as part of its evaluation process reserves the right to verify, validate, and clarify all information contained in the bid. This may include, but is not limited to, information from bidders, manufacturers, subcontractors and any other sources available at the time of bid evaluation. Bidder refusal to agree to and/or comply with these terms, or failure to provide additional supporting information at the State’s request may result in the denial of the preference requested.

Contracts awarded with applied preference will be monitored throughout the life of the contract for compliance with statutory, regulatory, and contractual requirements. The State will take appropriate corrective action and apply sanctions as necessary to enforce the preference program.

Any questions regarding TACPA preference should be directed to the Department of General Services, Procurement Division at Tacpa@dgs.ca.gov.

TACPA Preference Request (STD 830):

http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf#search=std%20830&view=FitH&pagemode=none

Bidder’s Summary of Contract Activities and Labor Hours:

http://www.documents.dgs.ca.gov/pd/edip/bidsum526.pdf

Manufacturer’s Summary of Contract Activities and Labor Hours:

http://www.documents.dgs.ca.gov/pd/dispute/mfgsum525.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf#search=std%20830&view=FitH&pagemode=none http://www.documents.dgs.ca.gov/pd/edip/bidsum526.pdf http://www.documents.dgs.ca.gov/pd/dispute/mfgsum525.pdf

Page 8 of 11 SOLICITATION #0000001125

DISABLED VETERAN BUSINESS ENTERPRISE INCENTIVE INFORMATION

DVBE PARTICIPATION REQUIREMENTS

The Department elects to waive the DVBE program requirements in this solicitation, but opts to include the DVBE Incentive. To be considered for the incentive, bidders must complete and return the Bidder Declaration GSPD-05-105 (03/15), the DVBE Declarations, STD. 843 (5/2006), and signed, written confirmation (described below). The California DVBE Bid Incentive Instructions (09/03/09) include information about the DVBE incentive.

Supplier agrees to provide verification, in a form agreed to by the state, that DVBE subcontractor participation under this agreement is in compliance with the goals specified at the time of award of contract/purchase order, or with any subsequent amendment.

DVBE COMPLIANCE AND VERIFICATION

Written Confirmation:

A written confirmation from each DVBE subcontractor identified on the Bidder Declaration must be provided. The written confirmation must include the solicitation number and be signed by the Bidder and DVBE subcontractor(s). The written confirmation shall include but is not limited to the DVBE scope of work, work to be performed by the DVBE, term of intended subcontract with the DVBE, anticipated dates the DVBE will perform required work, rate and conditions of payment and total amount to be paid to the DVBE.

Failure to submit signed confirmations shall render the bid non-responsive. If further verification is necessary, the state will obtain additional information to verify compliance with the above requirements.

Disabled Veteran Business Enterprise Declarations (Std. 843):

Per the Military and Veterans Code Section 999.2, this form must be completed and signed by all disabled veteran owner(s) and disabled veteran manager(s) when a DVBE contractor or subcontractor will provide materials, suppliers, services or equipment. The completed form should be included with the bid response. Should the form not be included with the IFB, contact the State contracting official or obtain a copy online from the Department of General Services, Procurement Division, Office of Small Business and DVBE Services (OSDS) website at http://www.dgs.ca.gov/pd/Programs/OSDS.aspx.

At the State’s option prior to award, bidders may be required to submit additional written clarifying information. Failure to submit the requested written information as specified may be grounds for bid rejection.

DVBE PARTICIPATION REPORTING REQUIREMENTS

If a contract/purchase order is awarded from this solicitation with a commitment from the prime bidder to achieve disabled veteran business enterprise (DVBE) participation, pursuant to Military and Veterans Code Section 999.5, the prime contractor must within sixty

(60) days of receiving final payment under this agreement (or within such other time period as may be specified elsewhere in this agreement) certify the information contained in the “Prime Contractor’s DVBE Subcontracting Report (Rev. April 2014)”* The state reserves the right to verify all of the above information. Any person or entity that knowingly provides false information shall be subject to a civil penalty for each violation as stated in Military and Veterans Code Section 999.5(d).

*This form should be provided by and returned to the ordering agency by the prime contractor. It is the prime contractor’s responsibility to ensure the form is received, completed and returned within the stated time frame.

DVBE SUBCONTRACTOR SUBSTITUTION

The supplier understand and agrees that should award of this contract be based in part on their commitment to use the Disabled Veteran business Enterprise (DVBE) subcontractor(s) identified in their bid offer, per Military and Veterans Code section 999.5 (e), a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the Department of General Services (DGS). Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by contract amendment. Failure of Contractor to seek substitution and adhere to the DVBE participation level identified in the bid or offer may be cause for contract termination, recovery of damages under rights and remedies due to the State, and penalties as outlined in M&VC section 999.9; Public Contract Code (PCC) section 10115.10.

http://www.dgs.ca.gov/pd/Programs/OSDS.aspx

Page 9 of 11 SOLICITATION #0000001125

SPECIFICATION COMPLIANCE

The bidder must indicate below if the product or products offered on this bid complies in all respects with the attached specifications.

YES_________ NO*_________

If the bidder has indicated that the product offered does not comply in all respects with the attached specifications, he is to list below, in detail, any and all deviations.

*If the product does not comply you may request modifications, revisions or possible alternatives to be reviewed PRIOR to the bid submission date by submitting your request to the Procurement Official. Any deviations listed below may cause your bid to be deemed non-compliant.

LIST DEVIATIONS:

Page 10 of 11 SOLICITATION #0000001125

RESPONSE CHECKLIST

The following checklist identifies the applicable items that must be completed and returned in order to be evaluated for award:

Signed State of California – DGS Procurement Division - solicitation document (with all fill-in spaces completed) Bid Specification Questionnaire of five (5) pages Signed Administrative Requirements of nine (9) pages Cost Worksheet of one (1) page Options of one (1) page Bidder Declaration Form (GSPD-05-105 REV 03/15) of two (2) pages Disabled Veteran Enterprise Declarations (Std. 843) of one (1) page, dated 05/2006 (if applicable) Postconsumer Content Certification Form (CIWMB 74) of two (2) pages, dated 4/2007 Darfur Contracting Act Certification Payee Data Record (Std. 204) Seller Permit Information

Failure to return any of these items with your bid response may result in your bid being considered non-responsive.

The following items must be returned with the bid response only if your intention is to claim the applicable bidder preference, if you are not claiming the preference you are not obligated to fill out and/or return any of the following forms.

Target Area Contract Preference Act (TACPA), request form (Std. 830).

Manufacturer’s Summary, form (DGS/PD 525) for goods only.

Bidder’s Summary, form (DGS/PD 526) for goods and services.

Note: The State makes no warranty that the checklist is a full and comprehensive listing of every requirement specified in the IFB.

Checking off the items on the checklist does not establish your firm’s intent nor does it constitute responsiveness to the requirement(s).

The checklist is only a tool to assist participating bidders in compiling their final bid response. Bidders are encouraged to carefully read the entire IFB. The need to verify all documentation and responses prior to the submission of final bids cannot be over emphasized.

Page 11 of 11 SOLICITATION #0000001125

BID SUBMISSION INSTRUCTIONS

This document is intended to assist bidders with standard instructions for how and where to submit a bid. The state makes no warranty that following these instructions will ensure a compliant submission. Bidders are required to carefully read the solicitation document and adhere to any other submission requirements. If there is a question regarding how to submit a bid, contact the Procurement Official listed on the first page of the solicitation document for assistance.

Bidders are required to submit a complete Paper Bid by the due date and time identified in this solicitation.

Award Note: In order to receive an award, Bidder must register their company with Cal eProcure.

PAPER BID SUBMISSION

For evaluation purposes, the paper bid shall be complete and include all of the required bid submittals in order to be deemed responsive to the bid requirements. If the paper bid response is incomplete and/or includes discrepancies, you may be deemed non-responsive and subject to the rejection process.

States Own Bid Form: Only bids quoted on the State's own bid form will be considered. Bids submitted referencing supplier attachments which include legal terms and conditions that conflict with the State's General Provisions shall be considered non-responsive and such bids may be rejected. Unless otherwise stated in the bid document, please DO NOT submit bids in binders or using plastic combs.

Submission Methods: Bidder may submit their paper bid using the following methods unless stated otherwise in the bid documents.

Identify all mailed/couriered/hand-delivered bid packages by clearly writing on the outside of the envelope the Invitation for Bid Number (Ex: BU#, Event#, and the name of the Procurement Official. (see examples below)

POSTAL MAIL COURIER (FED EX/UPS/ETC.) OR HAND DELIVER

DGS Procurement Division DGS Procurement Division Attn: Bid Opening Official, 2ND Floor Attn: Bid Opening Official P.O. Box 989054 707 3rd Street, 2nd Floor West Sacramento, Ca 95798 West Sacramento, Ca 95605

BU #4265 IFB/SOLICITATION #: 0000001125 BU #4265 IFB/SOLICITATION #: 0000001125

PROCUREMENT OFFICIAL: Stacey Jaramillo-Solis PROCUREMENT OFFICIAL: Stacey Jaramillo-Solis

FACSIMILE (FAX)

Faxed bids will be considered for the solicitation only if they are sent to (916) 375-4613. Bids sent to any other fax number will not be considered. Only pages of the faxed bid received prior to the bid opening time specified in the solicitation will be considered the “complete bid”. Please be advised that there is a heavy demand placed on the fax machine receiving bids and the State assumes no responsibility if a supplier cannot transmit their bid via fax or if the entire bid is not received prior to the bid opening time.

E-MAIL

E-mailed bids are NOT accepted.

ELECTRONIC BID PRICE SUBMISSION

Electronic bid submission is NOT accepted.

AWARD NOTIFICATION

If you would like to receive notification of the bid results and intended awardee please include a “Notice of Intent to Award” request along with your submitted bid.

STATE OF CALIFORNIA

BID SPECIFICATION 3805-3562

MOTOR GRADER

HUNDAL, J. PAGE 1 OF 11 APRIL 19, 2016

37900000000005 MOTOR GRADER

1. SCOPE

It is the intent of these specifications to describe the minimum requirements for a six wheel, front wheel steer, articulated, all-wheel drive motor grader equipped with rear rippers and 12 foot (ft.) blade. The grader will be used for constructing and maintaining roads, pulling ditches, scarifying, spreading material, cutting banks, and snow removal. These specifications are written in accordance with standards referencing identification terminology, component nomenclature, and specification definitions for graders.

2. APPLICABLE SPECIFICATIONS / STANDARDS

Specifications and standards referenced in this document in effect on the opening of the invitation for bid, form a part of this specification. All applicable standards, including but not limited to following, apply;

• Cal-OSHA safety requirements

• Standards referencing identification terminology, component nomenclature, and specification definitions for motor graders.

• SAE J1119, J1212, J1308, J930

• ISO 5010, 7134, 20474-1, 20474-8, 3471, 3450, 3449, 6746-1, 6165

3. REQUIREMENTS

3.1 Dimensions & Capacities:

3.1.1 The SAE operating weight of the base unit with standard equipment, fully enclosed ROPS cab with AC/heater/defroster, 12' x 24" x .87" minimum blade, rear ripper attachment with three (3) shanks minimum, and equipped with 17.5 R25, Radial tires, less optional counterweights, shall be ≥ 40,000 pound

3.1.2 The following equipment dimensions are given to insure proper vehicle configuration, use, transport, and storage. All dimensional requirements shall be applicable to the grader equipped with the specified tires and wheels outlined in TIRES AND WHEELS Section of these specifications.

a. Overall transport length w/rear rippers: ≤ 34'

b. Overall height: ≤ 11'

c. Overall width (without blade): ≤ 8½'

d. Transportation width (w/blade stowed): ≤ 8½'

e. Wheelbase: ≤ 20'

f. Ground clearance: ≥ 23"

3.2 Engine:

3.2.1 The engine shall be a variable horsepower, turbo charged diesel engine with a minimum SAE J1349 net brake power rating of not less than 260 horsepower (hp) and net torque rating of not less than 975 ft.-lbs. The turbo charged engine shall have 6 cylinders minimum and maintain the manufactures specified power and torque ratings to a minimum

BU #3790 IFB #0000001125

Attachment #1

3805-3562

HUNDAL, J. PAGE 2 OF 11 APRIL 19, 2016

37900000000005 MOTOR GRADER

of 6,000 ft above sea level. The engine shall be electronically controlled. The engine shall meet all current Federal EPA emissions requirements and be California Air Resources Board (CARB) certified as a Final Tier 4 engine.

3.2.2 The engine shall be equipped with, but not limited to, the following accessories:

a. Foot throttle control or electric throttle with toggle switch adjustment.

b. Decelerator pedal or a throttle resume feature.

c. Starting aid: A cold weather starting aid as recommended by the engine manufacturer, such as a pre-heat air chamber ether injection, or comparable by DPR Equipment Engineer

d. The exhaust system shall utilize a vertical exhaust stack equipped with a rain cap or a curved exhaust stack that does not allow rain intrusion. A spark arrestor shall be provided with the machine that complies with all US forestry service regulations. The exhaust system shall comply with applicable California Vehicle Code and State fire regulations.

e. Electric start and shutoff; key type or keyless start with code-able lock combination.

f. All after-treatment components shall be located in the engine compartment.

g. Engine hood and side panels with locking capability.

3.2.3 The grader's operating station shall be equipped with, but not limited to, the following engine monitoring instrumentation. Analog gauges or an electronic monitoring system with alarm system are acceptable:

a. Engine coolant temperature

b. Engine oil pressure

c. Transmission oil temperature

d. Transmission oil filter pressure (required only if an electronic monitoring system is utilized)

e. Hydraulic oil temperature

f. Hydraulic oil filter pressure (required only if an electronic monitoring system is utilized)

3.2.4 The following parameters shall have an analog or electrical gauge/readout to allow the operator to visually monitor their status.

a. Voltmeter

b. Engine tachometer

c. Fuel level

d. Engine hour meter

3.2.5 The grader shall also be equipped with visual and auditory warning devices to alert the operator of conditions critical to engine and equipment operation. These warning lights and sounding devices shall have their own source for actuation, rather than being dependent on another instrument. Warning lights shall be bright enough to stand out during all operating conditions and audible signals shall be distinguishable from the

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37900000000005 MOTOR GRADER

operating noises of the vehicle. Critical engine and equipment operation conditions for which visual and auditory warning devices are required shall include the following:

a. Low Engine oil pressure

b. High engine coolant temperature

c. High transmission oil temperature

Note: A gauge is not an acceptable visual warning device unless it is accompanied by a red light which illuminates or flashes upon reaching a critical engine condition.

3.2.6 All engine monitoring instrumentation and warning devices shall be permanently labeled to identify their functions with a simple and readable lettering style or equivalent international symbols. Monitoring instrumentation should be organized by subgroups; engine, operational, and power train performance. Grouped gauges shall be consistent in size, color scheme, pointer design, and label style and size. All gauges and instrumentation shall be back-lighted or adequately illuminated for nighttime operation.

3.3 Powertrain:

3.3.1 The transmission shall be a power shift with no less than eight (8) forward speeds and six

(6) reverse speeds. The transmission shall be driven by a direct drive coupling with an inching control. The transmission shall be equipped with electronically controlled shifting.

3.3.2 The rear axles shall be tandem drive axles. The tandem axles shall be driven by roller chains and sprockets enclosed within a housing partially filled with lubricating oil. The drive to the tandem axles shall be through a differential assembly with no spin or lockup capability. A torque proportioning differential will not be acceptable.

3.3.3 The grader shall be equipped with a hydrostatic front wheel drive system. The hydrostatic drive shall be capable of changing operational modes of traction from a normal traction mode to an aggressive traction mode. The aggressive operational mode of traction shall provide adequate torque to stabilize the steering of the front wheels while operating the grader under extremely poor traction or sloped conditions. The system shall be capable of providing torque on the front wheels at ground speeds up to 27 mph. The front wheel drive shall have controls to allow the operator to engage and disengage the front wheel drive from inside the cab.

3.3.4 The transmission shall have neutral locking capability that will, in the event the transmission is engaged, prevent the engine from starting or prevent the machine from moving if the engine is started. The grader shall be capable of traveling at least 28 mph when in the highest forward gear and at least 23 mph when in the highest reverse gear.

The machine shall also be capable of traveling at least 27 mph while still providing torque to the front wheels when the front wheel drive mode is engaged.

3.4 Steering:

3.4.1 The grader shall employ front wheel steering and vehicle articulation as a means of steering. Front wheel steering shall be a hydraulic power-assist or full hydraulic system and shall be controlled using an electric over hydraulic joystick or a steering wheel. The front wheels shall have a minimum steering angle of 36 degrees to either side for a total

HUNDAL, J. PAGE 4 OF 11 APRIL 19, 2016

37900000000005 MOTOR GRADER

steering angle of not less than 72 degrees. The grader shall provide a minimum turning radius of no greater than 26 ft.

3.4.2 The front axle shall be capable of leaning the front wheels, from their vertical center line, a minimum of 16 degrees to either side for a total wheel lean of 32 degrees. The front axle shall also be capable of oscillating from its horizontal center line, a minimum of 16 degrees in either direction (forward and back) for a total front axle oscillation angle of not less than 32 degrees.

3.4.3 An emergency (auxiliary) steering system shall be provided to allow the operator to continue maintaining steering control in the event of an engine or steering power source failure. The emergency steering system shall meet the performance requirements as established by ISO 5010, "Earth-moving machinery – Rubber-tyred machines – Steering requirements".

3.4.4 Vehicle articulation shall be hydraulically actuated which may be accomplished through electric over hydraulic means such as a joystick or lever. The grader shall articulate a minimum of 20 degree in either direction for a total articulation angle of not less than 40 degrees. An articulation indicator shall be installed with appropriate markings to indicate the level of articulation. The indicator shall be readily visible to the operator while seated in the operator's seat.

3.4.5 The steering system shall be equipped with an articulated steering frame lock to prevent accidental machine articulation during shipment or maintenance.

3.5 Brakes:

3.5.1 The service brakes shall be power assisted or power actuated and installed to apply braking force on all four rear wheels. The service brakes shall be foot operated and shall be effective on each of the tandem drive wheels. Power assisted hydraulic brakes may be equipped with either air or hydraulic type booster system. A power actuated braking system may be either air or hydraulically actuated.

3.5.2 The service brakes shall be self adjusting, sealed and immersed in oil to protect against the influence of dust, mud, water, or snow (e.g., wet disk brakes). All external brake lines shall be protected/shielded from external impacts or pinching caused by tire chains, pry bars, rocks, etc.

3.5.3 A service braking system utilizing stored energy shall be equipped with a dash mounted gauge and a warning device which actuates before system energy drops below 50% of the manufacturers specified maximum operating energy level. The warning device shall be readily visible and audible to the operator, and provide continuous warning. A gauge is not an acceptable visual warning device.

3.5.4 A parking brake shall be installed and may be connected to the service brakes or operated independently on the drive shaft or transmission output shaft. A red warning light shall be installed on the instrument panel, in full view of the operator, to indicate when the parking brake is applied while the engine is running.

3.5.5 An emergency (auxiliary) braking system shall be installed to allow the operator to stop the machine in the event of any single failure in the service braking system. The emergency

HUNDAL, J. PAGE 5 OF 11 APRIL 19, 2016

37900000000005 MOTOR GRADER

system shall be capable of being applied by a person seated in the operator's seat. In addition to the manual control, the emergency stopping system may also be applied automatically. If an automatic emergency stopping system is used, the automatic application shall occur only after a warning device is actuated.

3.5.6 Hydraulically boosted or hydraulically actuated braking systems shall incorporate an emergency hydraulic power braking source (e.g., auxiliary pump) that is automatically activated in the event of an engine failure. Hydraulic accumulators in conformance with ISO 3450 – “Performance requirements and test procedures for braking systems” will be an acceptable emergency power braking source.

3.5.7 The service brakes, emergency brakes, and parking brake shall conform with the braking performance requirements as established by SAE J1473 Standard "Braking Performance Rubber Tired Earthmoving Machines".

3.6 Tires and Wheels:

3.6.1 The grader shall be equipped with 17.5 R25, tubeless radial tires on all wheels with a chevron tread rated for off road mud and loose dirt use. The rim shall be as recommended by the tire manufacturer, all rims shall be the same size, and be at least 10” in width and 24” in diameter. All six tires and wheels shall mount to the axles with a minimum 3.0 inch side and 4.0 inch circumference tire clearance to allow for the installation and use of tire chains. All dimensional requirements shall be applicable to the grader equipped with these specified tires and wheels when inflated to the tire manufacturer's recommended pressure for grader applications.

3.7 Air and Oil Filtration:

3.7.1 The engine air filtration system shall be a 2 stage unit consisting of a centrifugal pre-cleaner stage and two replaceable, dry element type, final stage filters. The centrifuging action pre-cleaner shall be capable of removing coarse dust and moisture. The air cleaner assembly shall also be equipped with a dust and water evacuator. The two replaceable, dry element type, final stage filters shall consist of an outer primary filter and an inner safety element of the correct capacity as indicated in the engine manufacturer's published instructions.

3.7.2 An engine air intake restriction gauge shall be located either in the cab and mounted in the instrument panel or be easily visible during operator’s pre-operational check. The gauge shall be marked to indicate maximum restriction in accordance with the engine manufacturer's published instructions. The restriction gauge shall maintain the last highest vacuum reading when the engine is turned off and, upon air filter replacement, will reset to zero (Ref., Filter Minder Dash Mount Air Restriction Gauge, series 168501 or comparable).

The air cleaner/gauge connections shall be dustproof and waterproof, either tubing or hose routed, as to withstand abrasion, wear, and vibration. The gauge suction line shall incorporate an in line filter to protect against dust intake due to a cracked or broken connection.

3.7.3 The engine oil filtration system shall utilize full flow filtration with a replaceable element, spin on type filter of the correct capacity as indicated in the engine manufacturer's published instructions. All filters shall be located in an easy to access location.

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37900000000005 MOTOR GRADER

3.7.4 An electrical fuel-priming pump shall be provided with an integrated fuel and water separator. The water separator shall come with a visual draining bowl or electric monitoring system that warns when to drain the water separator

3.8 Electrical System:

3.8.1 The battery system shall be made up of one or two (2) heavy duty, sealed 24-volt batteries. (The following requirements shall be doubled if only one battery is used.) Each battery shall be not less than 1400 CCA (cold cranking amps) at 0 degree F.

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