ITB 22-172-G Polemounted Transformers.pdf

ITB #22-172-G Polemounted Transformers

Eugene Water & Electric Board

INVITATION TO BID FOR

THE PURCHASE OF GOODS

Polemounted Transformers

Bid No.: 22-172-G Closing Date: October 25, 2022 Time: 02:00 PM PT

Description: Polemounted Transformers

Purchasing Contact: Kristin Kokkeler Phone: (541) 685-7107 Email: kristin.kokkeler@eweb.org

Pre-bid Conference: YES-Voluntary Date: October 11, 2022 Time: 10:00 AM PT Location: Microsoft Teams – Email the Purchasing Contact to be added to this event.

This is a COMPETITIVE SEALED PROCUREMENT. NO FAXED BIDS will be allowed.

SEALED BIDS will be received until the closing date and time noted above by the EWEB PURCHASING OFFICE at:

EUGENE WATER & ELECTRIC BOARD

PURCHASING OFFICE ATTN: KRISTIN KOKKELER

4200 ROOSEVELT BLVD

EUGENE, OREGON 97402

To ensure your submission is received prior to the closing date and time, it is recommended that your response is submitted via a Commercial Carrier such as UPS or FedEx, or in person by appointment with the Purchasing Contact.

SINGLE POINT OF CONTACT: There will be only one point of contact for the entire Invitation to Bid process. The contact point is the EWEB Purchasing Office, and the contact person is the Purchasing Contact listed above. Any questions or issues that may arise regarding the specifications, the bidding process, and/or the award process shall be directed to the Purchasing Contact listed above. EWEB’s official response to any questions or requests will be in writing through email or the Addendum process.

FOR MORE INFORMATION please refer to Part 1 “Instructions to Bidders”.

mailto:kristin.kokkeler@eweb.org

TABLE OF CONTENTS

Section Description Page

Legal Advertisement 3

1 Instructions to Bidders 4

Sustainability Technical Requirements / Scope of Work

4 Bid Form 18

Attachments

B Bidder Residency Information 22

C Recycled Products Certification/Sustainability Questionnaire 23

Exhibits

Transformer Price Schedule Material Specifications Polemounted Transformers – ES4-3.1100 Rev. 5 Sample Contract with Attachment A – Standard Terms and Conditions for the Purchase of Goods

LEGAL ADVERTISEMENT

ITB #22-172-G

The Eugene Water & Electric Board (EWEB) requests bids from companies interested in providing Polemounted Transformers.

Bids shall be submitted to Kristin Kokkeler, Contract Specialist, Purchasing Office, Roosevelt Operations Center, 4200 Roosevelt Blvd., Eugene, OR 97402, before, 2:00 PM, October 25, 2022. Bids will not be accepted after this hour and date.

ITB documents may be obtained from the Purchasing Department at the address above, by calling (541) 685- 7500, or you may download from the State of Oregon's bid site ("Oregon Buys"): https://oregonbuys.gov/bso/ (Search for bid # 22-172-G. For navigation help, please call 1-855-800-5046.)

All bids shall be submitted as set forth in Section 1 - Instructions to Bidders. EWEB is not responsible for bids submitted in any manner, format or to any delivery point other than as required by the Solicitation Document.

No bid may be withdrawn after the hour set for the opening thereof until the elapse of thirty (30) days from the date and time set for opening.

EWEB reserves the right to waive any or all informalities and irregularities (EWEB Rule 3-0470) and may cancel the Invitation to Bid or reject any or all bids pursuant to EWEB Rule 3-0640.

Date: October 4, 2022

Kristin Kokkeler Purchasing Contact https://oregonbuys.gov/bso/

1. INSTRUCTIONS TO BIDDERS

All bids and contracts are subject to the provisions and requirements of the Oregon Revised Statutes ORS 279A and 279B and EWEB Public Contracting Rules Divisions 1,2, 3 and 6.

INFORMATION OF RECORD

The official source of information for this project until the Intent to Award is posted is located at the State of Oregon's bid site, located at: https://oregonbuys.gov/bso/. IT IS THE SOLE RESPONSIBILITY OF

THE BIDDER TO CHECK THE WEBSITE ON A TIMELY BASIS.

BID PREPARATION

The Eugene Water & Electric Board's environmental policy directs the utility to conduct its business in an environmentally sensitive, sustainable and responsible way. Pursuant to this policy, EWEB encourages the Bidder to submit their bid using materials (i.e. paper, dividers, binders, brochures, supplemental information, etc.) that contain postconsumer recycled content and are readily recyclable. Use of materials that cannot be readily recycled, such as PVC (vinyl) binders, spiral bindings, plastic or glossy covers and/or dividers is discouraged. Further, Bidders are strongly encouraged to duplex print whenever possible. Color printing is acceptable, but not required unless content will not display correctly.

1.1 BID FORMAT

Bids shall be typewritten or prepared in ink and shall be submitted on the form provided in the Invitation to Bid. No oral, telegraphic, electronic, telephone or faxed bids shall be accepted.

1.2 CONFORMANCE TO BID REQUIREMENTS

Bids shall conform to the requirements of the Invitation to Bid. All necessary attachments (recycled products certification, non-collusion certification, descriptive literature, etc.) shall be submitted with the bid and in the required format. Bid prices shall be for the unit indicated on the bid. Failure to comply with all requirements may result in bid rejection.

1.3 PRODUCT IDENTIFICATION

Bidders shall clearly identify all products bid. Brand name and model or number shall be shown. EWEB reserves the right to reject any bid when the product information submitted with the bid is incomplete.

1.4 USE OF BRAND OR TRADE NAMES

Any brand or trade names used by EWEB in bid specifications are for the purpose of describing and establishing the standard of quality, performance and characteristics desired and are not intended to limit or restrict competition. Bidders may submit bids for substantially equivalent products to those designated unless the Invitation to Bid provides that a specific brand is necessary because of compatibility requirements, etc. All such brand substitutions shall be at the sole discretion of EWEB.

1.5 ALTERNATE BRAND

Bids will be accepted for any brand offered if the product meets or exceeds the quality or performance levels of the brand specified. Bidders offering alternate brands are requested to include the following information with their bids:

1. A signed statement explaining the difference between the specified brand and/or model and the product offered; and

2. Two sets of detailed specifications to determine whether the product offered meets bid specifications

1.6 PROTEST OF SPECIFICATIONS / REQUEST FOR CHANGE

Protest of Specification - A Bidder who believes that the procurement process is contrary to law, or that the solicitation is unnecessarily restrictive in that specifications limit competition arbitrarily, without reasonably promoting the fulfillment of the procurement needs of EWEB, or that the solicitation document is legally flawed in that it contains terms or conditions that are contrary to law, or that the solicitation improperly specifies a brand name as defined in ORS 279B.200, may submit a protest, in writing to:

Eugene Water & Electric Board, BID SPECIFICATION PROTEST, BID # 22-172-G

Attn: Kristin Kokkeler, Contract Specialist, October 25, 2022 4200 Roosevelt Blvd.

Eugene, Oregon 97401 or via email to kristin.kokkeler@eweb.org.

If by email, insert the following in the subject header: BID SPECIFICATION PROTEST, BID #22-172-G

To be considered, protests shall be received no later than October 18, 2022, 2:00 PM PT.

Protest of specifications shall include the reason for protest, any and all evidence and documented factual information that supports Bidder’s protest, and any proposed changes to the requirements. The EWEB Purchasing department shall promptly respond to each written protest, and where appropriate, issue all revisions, substitutions, or clarifications via Addenda to all Bidders. Bidders must exhaust all administrative remedies before seeking judicial review.

Request for Change – Bidders may include in the Cover Letter of their response, proposed contractual terms and conditions revisions to the Sample Contract (Exhibit 1). Bidders may not protest or request to change the entire terms and conditions of the solicitation. For example, you may not seek to replace EWEB’s terms and conditions in whole with your company’s terms and conditions, standard contract, master services agreement, etc.

EWEB reserves the right to negotiate the proposed terms and/or conditions with Bidder, and either accept or reject the proposed terms and/or conditions. REQUESTS FOR REVISION OF EWEB

CONTRACTUAL TERMS AND CONDITIONS MAY ONLY BE MADE AT TIME OF BID SUBMISSION.

NO PROPOSED TERMS OR CONDITIONS SHALL BECOME A PART OF THE AWARDED CONTRACT UNLESS

ACCEPTED BY EWEB AND INCORPORATED INTO THE CONTRACT IN WRITING.

1.7 SIGNATURE ON BID

Bids shall be signed by an authorized representative of the Bidder. Signature on a bid certifies that the bid is made without connection with any person, firm or corporation making a bid for the same goods and/or services and is in all respects fair and made without collusion or fraud. Signature on a bid also certifies that the Bidder has read, fully understands and agrees with all bid specifications, terms and conditions. No consideration will be given to any claim resulting from bidding without fully comprehending all requirements of the Invitation to Bid.

Bidders shall only enter information within the bid document where it is requested or required. Bidders shall NOT make any alterations to the original solicitation document. Any bid that has been altered may be rejected.

mailto:kristin.kokkeler@eweb.org

BID SUBMISSION

1.8 BID SUBMISSION

(A) Sealed bids, containing a minimum of one (1) original signed bid response, including any Addenda to be acknowledged, and one (1) pdf flash drive copy of combined documents shall be received and date/time-stamped by the EWEB Purchasing department prior to bid closing. To ensure that your bid receives priority treatment within our mailing system, it should be labeled with the following information:

BID #22-172-G, OCTOBER 25, 2022, 2:00 PM PT

Eugene Water & Electric Board, Purchasing Dept.

4200 Roosevelt Blvd.

Eugene, OR 97402

To ensure your submission is received prior to the closing date and time, it is recommended that your response is submitted via a Commercial Carrier such as UPS or FedEx, or in person by appointment with Purchasing Contact.

Bids received after the bid closing date and time will not be considered and be rejected. EWEB is not responsible for bids submitted in any manner, format or to any delivery point other than as required by the Solicitation Document.

(B) REQUIRED PAGES

Bidder MUST complete, sign, and return the following pages with their bid response:

• Bid Form (Section 4)

• Attachment B - Bidder Residency Information

• Attachment C – Recycled Products/Sustainability Questionnaire

• Exhibit 1 – Price Schedule(s)

• Exhibit 2 - Material Specification(s) (completed for each proposed transformer)

• Hard Copies as detailed in Section 1.9(A)

• Electronic copy, as detailed in Section 1.9(A)

(C) RESPONSIVENESS / RESPONSIBILITY

A “Responsive” bid is a bid that substantially complies with the Invitation to Bid instructions and requirements.

A “Responsible” Bidder can demonstrate ability to meet the requirements of the Scope of Work, has the appropriate experience, is legally qualified to do the Work, has the required certifications required, has a satisfactory record of integrity and can meet the other requirements described in

ORS 279B.110(2).

1.9 ADDENDA

Any VERBAL communication cannot and shall not be construed as approval of the acceptability of any deviation to any requirement. All changes to requirements and/or the bidding documents will be made in the form of Addenda. The Bidder is responsible for ensuring that all Addenda have been downloaded and are acknowledged in their bid response.

All Addenda can be obtained electronically at the State of Oregon's bid site ("Oregon Buys"):

https://oregonbuys.gov/bso/. As a courtesy, EWEB may send Addenda to registered Bidders by e-mail.

1.10 BID MODIFICATION

Modifications or erasures made before bid submission shall be initialed by the person signing the bid.

Bids, once submitted, may be modified in writing before the time and date set for bid closing. Any modification shall be prepared on company letterhead, shall be signed by an authorized representative, and shall state that the new document supersedes or modifies prior bid submissions and any other prior bid modifications. Bid modifications shall be submitted in a sealed envelope clearly marked “Bid Modification,” identifying the bid number and closing date and time. Bidders may not modify bids after bid closing date and time.

1.11 BID WITHDRAWALS: Bids may be withdrawn in writing on company letterhead signed by an authorized representative and received by the EWEB Purchasing Office prior to bid closing time. Bids may also be withdrawn in person before bid closing time upon presentation of appropriate identification.

1.12 BID OPENING/REQUEST FOR CLARIFICATIONS: Bids received in response to this Invitation to Bid shall be publicly opened at the scheduled closing date and time at the EWEB Purchasing department located at 4200 Roosevelt Blvd, Eugene, Oregon 97402. Bidders who attend the bid opening shall be informed only of the names of Bidders submitting bids and the total bid price. No other information shall be available at that time. Award decisions will NOT be made at the opening.

After bid opening, EWEB may conduct discussions with apparent responsive Bidders for the purpose of clarification to assure full understanding of the bid. All bids needing clarification, in EWEB’s sole discretion, shall be accorded such an opportunity. EWEB shall document clarification of any Bidder’s bid.

EWEB reserves the right to waive any or all informalities and irregularities per EWEB Rule 3-0470.

1.13 METHOD OF BIDDING

Bidders shall bid in the space(s) provided, all information required on the Bid Form. Failure to do so may result in bid rejection.

The price of each item shall be clearly shown in the space provided. The price of each item shall be extended to show the total when required. In case of errors in extension, the unit price shall prevail.

DELIVERY TIME

Delivery time is to be stated by the bidder and will be a factor in the evaluation of bids. The ability of a bidder to deliver item(s) in 2024 is essential for EWEB to meet customer needs.

1.14 EXCEPTIONS

Any exceptions to the requirements of this solicitation MUST be submitted in accordance with Item 1.6

PROTEST OF SPECIFICATIONS OR CONTRACT TERMS / REQUEST FOR CHANGE. Exceptions submitted with your bid, or in any manner other than the process provided herein, may cause your bid to be ruled non-responsive and rejected.

1.15 ALTERNATE BIDS

Bidders may submit more than one offer. All offers must comply with the requirements of the ITB except that additional offers may incorporate, by reference, repetitive information which is provided in the complete offer.

1.16 PROPRIETARY DATA/PUBLIC RECORD

This Invitation to Bid, together with copies of all documents pertaining to the award of a contract, shall be kept by EWEB and made a part of a file or record which shall be open to public inspection. If a bid contains any information that is considered a trade secret under ORS 192.345(2), each sheet of such information shall be marked with the following legend:

"This data constitutes a trade secret under ORS 192.345(2), and shall not be disclosed except in accordance with the Oregon Public Records Law, ORS Chapter 192."

The Oregon Public Records Law exempts from disclosures only bona fide trade secrets, and the exemption from disclosure applies only "unless the public interest requires disclosure in the particular instance" ORS 192.345(2). Therefore, non-disclosure of documents or any portion of a document submitted as part of a bid may depend upon official or judicial determinations made pursuant to the Public Records Law.

The above restriction may not include cost or price information, which shall be open to public inspection.

BID EVALUATION & AWARD

1.17 METHOD OF AWARD

Award shall be primarily made based upon the lowest cost of each item. In addition to the cost, quoted delivery time with respect to other bids shall be considered in evaluating and award.

EWEB reserves the right to make the award by item, groups of items, or entire bid, whichever is in the best interest of EWEB. EWEB reserves the right to withdraw any item(s) from the award if it is in the best interest of EWEB to do so. This solicitation may result in more than one contract.

A 5% credit of the base cost per transformer will be given for transformer designs that include both:

• An eyebolt in the center of the top cover that can be used to lift the transformer if its weight is <1,000 lbs.

• A top cover coating that is provides 15 kV dielectric strength.

1.18 QUALIFYING DEMONSTRATION/FACTORY INSPECTION

QUALIFYING DEMONSTRATION

Prior to award, EWEB reserves the right to test, inspect and validate the offered product/equipment as meeting all specifications. This process may take place at bidder's location or, if requested, proposed product/equipment must be delivered and installed for testing at EWEB's specified location within seven

(7) calendar days after EWEB's request to the bidder. Delivery and installation for demonstration shall be performed at bidder's sole expense.

FACTORY INSPECTION

EWEB reserves the right, prior to award of the contract, to perform a factory inspection of the factory from which the transformers will be manufactured, assembled, tested, packed, and shipped.

Bidder, along with a manufacturer's representative (if not the same) must be prepared to host EWEB on a 1-day factory inspection within 7-14 days of request by EWEB. EWEB must be allowed to observe all areas of operation (referenced above) to validate bidders ability to meet the requirements of the contract ("responsibility").

Should a notice of intent be issued and as a result of the factory inspection EWEB is not confident in bidder's ability to meet the requirements of the contract, EWEB reserves the right to rescind its notice and reject bidder's bid.

1.19 RECIPROCAL PREFERENCE

In determining the “lowest responsible Bidder,” EWEB adds a percentage increase to each out-of-state

Bidder’s bid price that is equal to the percentage given to local Bidders in that Bidder’s home state. For example, if the “lowest responsible Bidder” is from a state that grants a 10 percent preference to local Bidders, EWEB will add 10 percent to that Bidder’s price when evaluating the bid.

1.20 MINIMUM REQUIREMENTS: Evaluation of bids will be based on minimum requirements established by the

Technical Specifications / Statement of Work, if any, and compliance with the terms and conditions of the Invitation to Bid.

1.21 INVESTIGATION OF REFERENCES

EWEB reserves the right to investigate the references and the past performance of any Bidder with respect to its successful performance of similar services, compliance with specifications and contractual obligations, and its lawful payment of suppliers, subcontractors, and workers. EWEB may postpone the award or execution of the Contract after the announcement of the apparent successful Bidder in order to complete its investigation. EWEB reserves the right to reject any bid response or to reject all bid responses at any time prior to EWEB’s execution of Contract, upon good cause and upon EWEB finding that it is in the public interest.

1.22 PRIOR ACCEPTANCE OF DEFECTIVE BIDS

Due to limited resources, EWEB generally will not completely review or analyze any bid response which on its face fails to comply with the requirements of the bid documents or which clearly is not the best bid, nor will EWEB generally investigate the references or qualifications of those who submit such bid responses. Therefore, neither the release of a Bidder’s bid bond, the return of a bid response, nor acknowledgment that the selection is complete shall operate as a representation by EWEB that a response was complete, sufficient, or lawful in any respect.

1.23 TIME FOR ACCEPTANCE

Bids shall be valid and binding offers for a period of sixty (60) days from the closing date (unless otherwise specified in the solicitation document) and may not be modified or withdrawn after the closing date and time.

1.24 BID RESULTS

To obtain bid results, notes may be taken at the public reading of the bid or a personal inspection may be made of the bid files at a later date, BY APPOINTMENT. Bid tabulations may be obtained electronically at:

the State of Oregon's bid site ("Oregon Buys"): https://oregonbuys.gov/bso/. EWEB may, as a courtesy, provide the notification of Intent to Award to all participating Bidders.

1.25 PROTEST OF AWARD (EWEB Rule 3-0740)

A Bidder may protest the award or intent to award a contract if: The Bidder is adversely affected because the Bidder would be eligible to be awarded the Contract in the event that the protest were successful;

and the reason for the protest is that all lower bids are nonresponsive; or EWEB has failed to conduct the evaluation of bids in accordance with the criteria or processes described in the solicitation document; or EWEB has abused its discretion in rejecting the protestor's bid as nonresponsive; or EWEB's evaluation of bids or EWEB's subsequent determination of award is otherwise in violation of EWEB Rules.

Eligible Bidders protesting award shall follow the procedures described herein. Protests that do not follow these procedures shall not be considered. This protest procedure constitutes the sole administrative remedy available to Bidders.

a) Protests must be received within seven (7) days after issuance of the Notice of Intent to Award the Contract. EWEB will not consider late protests.

b) All protests must be in writing, signed by the protesting party or an authorized Agent and submitted to the EWEB Purchasing Contact listed on page 1. The protest must state all facts and arguments on which the protesting party is basing the protest.

c) Only protests stipulating an issue of fact concerning a matter of bias, discrimination or conflict of interest, non-compliance with procedures described in the procurement documents, or EWEB policy shall be considered. Protests based on procedural matters will not be considered.

d) EWEB’s Purchasing Supervisor will review the protest and will email or mail the protesting party a written response within three (3) business days of receipt of the written protest to the email address or postal address provided in the bid or bid. Any written response may be comprised of a determination of the protest, a notice to the protesting party of the need for additional time in which to evaluate the matter, or other notice to the protesting party.

e) If the Purchasing Supervisor’s determination (response) is adverse to the protester, any further appeal of the Purchasing Supervisor’s determination by the party must be submitted in writing to EWEB’s General Manager within three (3) business days of issuance of the Purchasing Supervisor’s determination (response).

f) EWEB’s General Manager will review any appeal of the Purchasing Supervisor’s determination and shall email or mail, in accordance with the email address/postal address provided in the bid, the protesting party a written response within three (3) business days of receipt of written appeal.

g) If the determination of the General Manager is adverse to the protesting party’s interest, the protesting party may only appeal to EWEB’s Board of Commissioners by filing a written notice of appeal to the Board with the General Manager within two (2) business days of issuance of the General Manager’s written determination.

h) The Contract Review Board, in considering the protest, shall review the documentation presented to the Purchasing Supervisor and the General Manager on or before the next regularly scheduled Board Meeting, but in no event shall they be required to review in less than ten (10) business days, and thereafter, base their decision on such material. The Board review will be limited to the evaluation of compliance with EWEB’s policies and procedures, requirements of the RFP or ITB and the equal and fair application of EWEB’s contracting rules. The Contract Review Board's determination shall be EWEB's final decision.

An adversely affected or aggrieved Bidder must exhaust all avenues of administrative review procedures and relief before seeking judicial review of EWEB's Contractor selection or Contract Award decision.

1.26 BID REJECTION

EWEB reserves the right to cancel the ITB and may reject any or all bids pursuant to EWEB Rule 3-0640.

1.27 CONTRACT NEGOTIATIONS

EWEB will begin negotiating a Contract with the lowest responsive and responsible Bidder. EWEB shall direct negotiations toward obtaining written agreement on:

a) The statement of work;

b) The contract price as it is affected by negotiating the statement of work; and

c) Any other terms and conditions as requested in the bid response

At any time during discussions or negotiations EWEB may terminate discussions or negotiations with the lowest responsive and responsible if it reasonably believes that:

a) The Bidder is not discussing or negotiating in good faith; or

b) Further discussions or negotiations with the Bidder will not result in the parties agreeing to the terms and conditions of a final contract in a timely manner.

If EWEB terminates negotiations, EWEB may then commence negotiations with the next lowest responsive and responsible Bidder and continue the process until EWEB has determined to award the Contract to the Bidder with whom it is currently discussing or negotiating. EWEB reserves the right to discontinue negotiations and cancel the solicitation if it deems it is in its best interest.

1.28 CONTRACT AMENDMENTS

Contingent upon EWEB’s need, funds appropriation, Contractor’s performance and concurrence by both parties, potential amendments to the Agreement may include, but are not limited to the following:

a) Price Adjustments (see requirements and limitations in Sample Contract section 4 Price Adjustments), if requested by Contractor and supported with proper documentation

b) Add or remove available options (within the scope of the services described in this ITB.)

1.29 COMMENCEMENT OF WORK

Contractor shall commence no work under the Contract, if awarded, until all certificates of insurance, as required in Exhibit #1 Sample Contract, have been provided and a Notice to Proceed or a purchase order has been issued by EWEB.

1.30 SCHEDULE OF EVENTS

The schedule of events set out herein represent Eugene Water & Electric Board’s best estimate of the schedule that will be followed.

Invitation to Bid Issued October 4, 2022

Voluntary Pre-Bid Meeting October 11,2022

Last Date for EWEB to Receive Protests of Requirements/Specifications/Terms October 18, 2022

Last day for EWEB to receive questions from Bidders October 14, 2022

Last day EWEB will post Addenda October 18, 2022

Closing Date (last day to submit bids to EWEB) October 25, 2022

Intent to Award Announcement October 26, 2022

Board Approval December 6, 2022

Contract Award January 1, 2023

2. SUSTAINABILITY

EWEB is interested in products and services that have a reduced impact on human health and the environment, make the most efficient use of natural resources, and that more fully support communities and economies when compared to competing products and services serving the same purpose. For more information regarding sustainability in procurement and related EWEB policy and plans, please contact EWEB’s Purchasing Office at 541-685-7500. The awarded offeror will be expected to support EWEB’s goals by implementing the following strategies where applicable.

2.1 WASTE REDUCTION

Pursuant to EWEB’s Zero Waste efforts, EWEB aims to prevent waste where possible. In order to increase efficient use of resources, the awarded offeror shall adhere to the following items as applicable.

2.1.1 Packaging for goods that is unnecessary beyond packaging compliance or practical safe shipping methods shall be reduced. Offeror to ship goods using one or more of the following methods:

a. Ship products in reusable, refillable, or returnable containers. For example, reusable trays or totes, which can be stored and returned;

b. Minimal packaging material used inside containers. This includes eliminating or reducing the amount of non-recyclable bubble wrap, foam pellets or other like material;

c. Eliminate non-essential parts of packaging, such as individual wrapping of components;

d. Use packaging made with recycled content, biodegradable, and/or non-toxic materials.

e. No point of purchase material or promotional literature.

2.1.2 The awarded offeror is to duplex all paper materials that are prepared for EWEB under the

Contract, whether such materials are printed or copied, except when impracticable to do so due to the nature of the product being produced.

2.2 FUEL REDUCTION

2.2.1 EWEB expects suppliers to review the manufacturing process for increased efficiency overtime.

Shipping should be routed efficiently with efforts made to ship in the shortest and most efficient route. EWEB prefers to receive shipments in full rather than receiving multiple shipments.

2.2.2 In the interest of reducing air and noise pollution, greenhouse gas emissions and promoting energy conservation, all gasoline and diesel powered vehicles and equipment shall be idled only as necessary to perform the required duties, including delivery, and for the essential function(s) of the equipment. A driver of a vehicle must turn off the engine upon stopping at the destination, and must not cause or allow an engine to idle at any location for more than 20 seconds. This idling policy applies except in the following situations:

a. The health and safety of employees, subcontractors or public is compromised by turning off the vehicle.

b. The engine is required to power auxiliary equipment (e.g. hoist, lift platforms, hydraulic tools, inverters, compactors, medical equipment, specialized public safety radio communication and computer systems, etc.)

c. Vehicle/equipment manufacturer requires additional idle time for warm up or cool down for efficient and proper mechanical or functional operation of the unit.

2.3 ENVIRONMENTALLY PREFERRED PRODUCTS

To promote and encourage environmentally sustainable practices for companies doing business with EWEB, EWEB requests vendors under EWEB contract use environmentally preferable products in production of EWEB work products.

2.3.1 The awarded offeror should use environmentally preferable materials that meet performance requirements wherever practical in the fulfillment of this agreement. Environmentally preferable products and services have characteristics that include but are not limited to the following:

• Energy efficient

• Non-toxic, non-bio accumulative

• Reusable or upgradeable

• Recyclable

• Contain post-consumer recycled materials

• Produce fewer polluting by-products and/or safety hazards during manufacture, use or disposal, and/or

• Are certified by an independent accredited third party program such as Eco Logo or ENERGY

STAR.

2.3.2 EWEB desires the use of post-consumer recycled content, chlorine-free paper to encourage environmentally preferable practices for EWEB business wherever practical in the fulfillment of the Scope of Work.

2.4 SOCIAL EQUITY

2.4.1 EWEB supports the use of Minority, Women, Emerging Small Businesses (M/W/ESB), local businesses, Disadvantaged Business Enterprises and Qualified Rehabilitation Facilities (QRF) at both a prime and subcontracting and/or supply chain level. EWEB encourages the awarded offeror to use the following voluntary practices to promote open competitive opportunities for disadvantaged businesses as applicable:

a. Access lists of certified minority, women, emerging small business or disadvantaged business enterprises from the Oregon State Office of Minority, Women and Emerging Small Business (OMWESB) by visiting their website at: http://www4.cbs.state.or.us/ex/dir/omwesb/

b. Visit the Oregon State Qualified Rehabilitation Facilities Program website at http://dasapp.oregon.gov/qrf/index.aspx to search for Qualified Rehabilitation Facilities from whom to procure products or services.

2.4.2 EWEB supports the use of safe products to protect the lives of the Contractor, subcontractors, and EWEB employees. Suppliers of products must meet local fire, EPA, and OSHA requirements.

http://www4.cbs.state.or.us/ex/dir/omwesb/ http://dasapp.oregon.gov/qrf/index.aspx

3. TECHNICAL SPECIFICATIONS / SCOPE OF WORK

3.1 BACKGROUND / OBJECTIVES

The Eugene Water & Electric Board (EWEB) requires polemounted transformers for use in EWEB’s overhead electrical distribution system. The Contractor shall provide all transformers in strict accordance with the contract specifications. All transformers shall be new, unused, current production model. No prototype components shall be used. Each transformer shall include all inspection coupons and warranty identifications cards furnished to general trade.

3.2 LENGTH OF CONTRACT

The contract for this project (“Contract”) will start from the date of award, and will last 5 years.

3.3 ESTIMATES NOT BINDING

The bid form gives the estimated annual usage for each line item; however, any estimate of the number of goods required by EWEB are for bidding purposes only and are provided as a courtesy to our Bidders.

EWEB makes no guarantee of the actual number of goods that will be purchased (that number may be more or less than those indicated). The Bidder shall not rely upon those numbers as a guarantee of the purchases from the resulting Contract.

3.4 SILENCE OF SPECIFICATIONS

If any omitted specification results in ambiguity as to material characteristics of the goods, and the inclusion of that specification is necessary to enable a reasonable person to properly identify such characteristics, the Bidder shall use the Protest of Specifications procedure found in Section 1.6 to request the needed specification or clarification. Contract acceptance of any apparent silent specification’s or supplemental specification’s detail, or the apparent omission of a detailed description concerning any point, is agreed by the parties to mean the best commercial practice and/or the highest quality materials and workmanship for the price bid.

3.5 ORDERING

Items will be ordered on an as-needed basis.

3.5 DELIVERY

Delivery time is to be stated on the bid and will be considered in the evaluation of bids. Failure to meet the quoted delivery, without prior communication, shall be interpreted as non-compliance with these specifications and may be deemed sufficient cause for termination/ and removal of the manufacturer and/or distributor from EWEB’s list of acceptable manufacturers/bidders.

Contractor shall deliver goods to:

EWEB Warehouse – 4200 Roosevelt Boulevard, Eugene, Oregon

3.7 EMERGENCY PURCHASES / EXPEDITED DELIVERY

In the case of an emergency where EWEB requires expedited delivery and receipt of transformers, and when Contractor cannot meet EWEB’s expedited delivery requirements, EWEB reserves the right to purchase transformers from other sources.

3.8 CONTRACT USAGE

EWEB may require transformers with different configurations than those specifically listed in Attachment E. EWEB reserves the right to order additional transformers as may be required. The Contractor agrees to provide additional transformers at similar discount rates.

3.9 TECHNICAL SPECIFICATIONS (OR) SCOPE OF WORK

All transformers furnished under the resulting contract shall comply with the applicable attached material specification:

Exhibit 2: Material Specification Eugene Water & Electric Board Polemounted Transformers ES4-3.1100, Rev. 5

Exhibit D in the specification lists the information required from the bidder.

LOT 1

Item EWEB Number Description

1 496-0001879 TRANSFORMER POLE MOUNT 10 KVA 12470 GNDY/7200V 120/240

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC

ES4-3.1100 REV. 5

2 496-0001880 TRANSFORMER POLE MOUNT 15 KVA 12470 GNDY/7200V 120/240

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

EWEB SPEC ES4-3.1100 REV. 5

3 496-0001881 TRANSFORMER POLE MOUNT 25 KVA 12470 GNDY/7200V 120/240

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.1100 REV. 5

4 496-0001882 TRANSFORMER POLE MOUNT 25 KVA 12470 GNDY/7200V 240/480

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC

ES4-3.1100 REV. 5

5 496-0001883 TRANSFORMER POLE MOUNT 37.5 KVA 12470 GNDY/7200V 120/240

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.100 REV. 5

6 496-0001884 TRANSFORMER POLE MOUNT 50 KVA 12470 GNDY/7200V 120/240

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.1100 REV. 5

7 496-0001885 TRANSFORMER POLE MOUNT 75 KVA 12470 GNDY/7200V 120/240

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.1100 REV. 5

8 496-0001886 TRANSFORMER POLE MOUNT 100 KVA 12470 GNDY/7200V 120/240

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.1100 REV. 5

9 496-0001887 TRANSFORMER POLE MOUNT 167 KVA 12470 GNDY/7200V 120/240

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.1100 REV. 5

10 496-0001888 TRANSFORMER POLE MOUNT 10 KVA 12470V DELTA 120/240 VOLT

SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC. ES4-

3.1100 REV. 5

11 496-0001889 TRANSFORMER POLE MOUNT 15 KVA 12470V DELTA 120/240 VOLT

SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC. ES4-

3.1100 REV. 5

12 496-0001891 TRANSFORMER POLE MOUNT 25 KVA 12470V DELTA 120/240 VOLT

SINGLE PHASE WITH STRADDLE TAPS. EWEB SPEC. ES4-3.1100

REV. 5

13 496-0001893 TRANSFORMER POLE MOUNT 25 KVA 12470V DELTA 240/480 VOLT

SINGLE PHASE WITH STRADDLE TAPS. EWEB SPEC. ES4-3.1100

REV. 5

14 496-0001894 TRANSFORMER POLE MOUNT 25 KVA 12470V DELTA 277 VOLT

SINGLE PHASE WITH STRADDLE TAPS. EWEB SPEC. ES4-3.1100

REV. 5

15 496-0001895 TRANSFORMER POLE MOUNT 37.5 KVA 12470V DELTA 120/240

VOLT SINGLE PHASE WITH STRADDLE TAPS. EWEB SPEC. ES4-

3.1100 REV. 5

16 496-0001897 TRANSFORMER POLE MOUNT 37.5 KVA 12470V DELTA 240/480

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.1100 REV. 5

17 496-0001898 TRANSFORMER POLE MOUNT 50 KVA 12470V DELTA 120/240 VOLT

SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC. ES4-

3.1100 REV. 5

18 496-0001899 TRANSFORMER POLE MOUNT 50 KVA 12470V DELTA 277 VOLT

SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC. ES4-

3.1100 REV. 5

19 496-0001900 TRANSFORMER POLE MOUNT 50 KVA 12470V DELTA 240/480 VOLT

SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC. ES4-

3.1100 REV. 5

20 496-0001904 TRANSFORMER POLE MOUNT 75 KVA 12470V DELTA 120/240

VOLTSINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.1100 REV. 5

21 496-0001905 TRANSFORMER POLE MOUNT 75 KVA 12470V DELTA 277 VOLT

SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC. ES4-

3.1100 REV. 5

22 496-0001906 TRANSFORMER POLE MOUNT 75 KVA 12470V DELTA 240/480 VOLT

SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC. ES4-

3.1100 REV. 5

23 496-0001908 TRANSFORMER POLE MOUNT 100 KVA 12470V DELTA 120/240

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.1100 REV. 5

24 496-0001910 TRANSFORMER POLE MOUNT 100 KVA 12470V DELTA 240/480

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.1100 REV. 5

25 496-0001914 TRANSFORMER POLE MOUNT 167 KVA 12470V DELTA 120/240

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.1100 REV. 5

26 496-0001915 TRANSFORMER POLE MOUNT 167 KVA 12470V DELTA 277 VOLT

SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC. ES4-

3.1100 REV. 5

27 496-0001916 TRANSFORMER POLE MOUNT 167 KVA 12470V DELTA 240/480

VOLT SINGLE PHASE WITH STRADDLE TAPS. PER EWEB SPEC.

ES4-3.1100 REV. 5

LOT 2

Item EWEB Number Description

28 496-0001902 TRANSFORMER POLE MOUNT RECTANGULAR TANK 75 KVA 12470

GNDY/7200 208Y/120 VOLT THREE PHASE TAPS OF +/- 5% IN 4 - 2

1/2 % STEPS. EWEB SPEC. ES4-3.1100 REV. 5

29 496-0001903 TRANSFORMER POLE MOUNT RECTANGULAR TANK 75 KVA 12470

GNDY/7200 480Y/277 VOLT THREE PHASE TAPS OF +/- 5% IN 4 - 2

1/2 % STEPS. EWEB SPEC. ES4-3.1100 REV. 5

30 496-0001912 TRANSFORMER POLE MOUNT RECTANGULAR TANK 150 KVA

12470 GNDY/7200 208Y/120 VOLT THREE PHASE TAPS OF +/- 5% IN

4 - 2 1/2 % STEPS. EWEB SPEC. ES4-3.1100 REV. 5

31 496-0001913 TRANSFORMER POLE MOUNT RECTANGULAR TANK 150 KVA

12470 GNDY/7200 480Y/277 VOLT THREE PHASE TAPS OF +/- 5% IN

4 - 2 1/2 % STEPS. EWEB SPEC. ES4-3.1100 REV. 5

32 496-0001919 TRANSFORMER POLE MOUNT RECTANGULAR TANK 300 KVA

12470 GNDY/7200 208Y/120 VOLT THREE PHASE TAPS OF +/- 5% IN

4 - 2 1/2 % STEPS. EWEB SPEC ES4-3.1100 REV. 5

33 496-0001920 TRANSFORMER POLE MOUNT RECTANGULAR TANK 300 KVA

12470 GNDY/7200 480Y/277 VOLT THREE PHASE TAPS OF +/- 5% IN

4 - 2 1/2 % STEPS. EWEB SPEC. ES4-3.1100 REV. 5

All goods furnished under the resulting Contract shall comply with the applicable attached material specification shown in Exhibit #2 below.

Contractor is responsible for constructing and providing all goods in accordance with the specifications.

Any deviations from the specifications provided in this Contract shall be requested by Contractor in writing and agreed to by EWEB in the form of an Amendment to this Contract. Any errors, confusion, or alterations in Contractor’s drawings that differ from the material specifications of this Contract shall NOT be considered accepted by EWEB, whether-or-not EWEB signs-off on the drawing, unless an Amendment acknowledging and accepting the change has been executed by EWEB.

Contractor is responsible for any and all costs associated with correcting goods that are not built in compliance with the requirements of this Contract, including all freight charges incurred for the return and re-shipment of deficient goods.

4. BID FORM

THE FOLLOWING INFORMATION MUST BE RETURNED WITH YOUR BID RESPONSE:

(Place a check in front of the item indicating inclusion in your response.)

BID FORM – Section 4

Attachment B – BIDDER RESIDENCY INFORMATION

Attachment C – RECYCLED PRODUCTS/SUSTAINABILITY QUESTIONNAIRE

Exhibit 1 – Price Schedule(s)

Exhibit 2 – Material Specification(s), completed for each proposed transformer

HARD COPIES – as detailed in Section 1.8(A)

FLASH DRIVE COPY - Combine all documents in one pdf file)

A. BID PRICE

The Undersigned hereby offers to furnish all labor, equipment and materials, including delivery, as necessary to perform the services described herein in strict accordance with the Bid documents, and for the following amount(s). Prices include all costs related to shipping/handling, travel, and expenses:

Production Slot Availability for 2023: (Provide qty, Open Availability or None)

2024: (Provide qty, Open Availability or None)

LOT 1: Total – Transformer Pole Mount(s) (Items 1-27) $____________________________ (Exhibit 1 – Transformer Price Schedule)

LOT 2: Total – Transformer Pole Mount(s) Rectangular (Items 28-33) $____________________________

(Exhibit 1 – Transformer Price Schedule)

(An Excel spreadsheet of the Exhibit 1 is available on OregonBuys)

HOW OFTEN WILL THE PRICING CHANGES (ESCALATION/DECREASES) BE EVALUATED AND PRICING SUBMITTED FOR UPDATE? (Contract Pricing Period-i.e. Monthly, Quarterly, Annually, etc.)

IF APPLICABLE:

DELIVERY: _________ days After Receipt of Order (ARO)

WARRANTY: _________ (Must be a minimum of 18 months)

MAKE/MODEL/PART NUMBER: _________________

B. PROPOSED TRANSPORT

Bidder shall indicate below the method that will be used to deliver goods:

_______ COMMERCIAL/COMMON CARRIER _______ COMPANY OWNED/RENTED/LEASED VEHICLE

If Bidder is using anything other than commercial/common carriers to deliver goods, an insurance certificate for Automobile Liability as listed in Section 2 must be provided prior to the issuance of a Notice to Proceed.

C. REFERENCES

Bidders are requested to provide three (3) current references that they have had continuous experience with over the last five years. References are to be for transformers manufactured for utilities in the western United States. Bidders are to include the contact name, company name, description of Transformers supplied, phone and email. Failure to submit references may result in bid rejection.

Reference 1:

Contact Name:______________________________ Company Name:______________________________

Phone # & Email________________________________________________

Transformers Supplied:___________________________________________________________________

Reference 2:

Contact Name:______________________________ Company Name:______________________________

Phone # & Email________________________________________________

Transformers Supplied:___________________________________________________________________

Reference 3:

Contact Name:______________________________Company Name:______________________________

Phone # & Email________________________________________________

Transformers Supplied: __________________________________________________________________

D. ACKNOWLEDGMENT OF RECEIPT OF ADDENDA TO BID DOCUMENTS:

Bidder acknowledges receipt of Addenda and agrees to be bound by their contents.

Circle each ITB Addendum received: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10

Check if not applicable or no Addenda were received: ____

E. MWESB STATUS

EWEB encourages contracting with minority owned, woman owned, and emerging small businesses (MWESB). The State of Oregon offers a certification process. Indicate below if your business is a MWESB and if so, which categories have been state certified.

MWESB Certified? Yes _____ No _____. If yes, indicate which categories below:

Minority Owned _____ Woman Owned _____ Emerging Small Business ____ Veteran Owned _____

F. ACKNOWLEDGEMENT OF INDEPENDENT CONTRACTOR STATUS

The undersigned acknowledges that:

1. Contractor certifies its status as an independent contractor in satisfaction of Oregon law, including ORS 670.600, and shall perform all required Work as an independent contractor. EWEB holds the right (i) to determine the delivery schedule for the Work to be performed and (ii) to evaluate the quality of the completed performance, but EWEB cannot and will not control the means or manner of Contractor’s performance. Contractor is responsible for determining the appropriate means and manner of performing the Work.

2. The parties covenant that Contractor, its subcontractors, agents, officers and representatives do not qualify as officers, employees, or agents of EWEB as those terms are used in ORS 30.265 nor shall they seek such qualification relating to performance of the Work.

3. Contractor agrees it is responsible for all federal and state taxes or other payments or withholdings applicable to compensation or payments paid to Consultant under this Contract and shall hold EWEB harmless from such financial exposures.

G. ASSURANCES:

The undersigned attests that they:

• Have read and understand all instructions, requirements, Addenda, site conditions, and terms and conditions contained herein (including the attachments and exhibits listed in this solicitation).

• Have the authority and/or responsibility to submit a bid and to bind their organization in all phases of this solicitation process.

• Confirm the information provided is true and accurate to the best of their knowledge.

• Understand that any false statement may disqualify this offer from further consideration or may be cause for Contract termination.

• Have not and will not discriminate against a subcontractor in the awarding of a subcontract because the subcontractor is a disadvantaged minority, women or emerging small business enterprise certified under ORS 200.055.

• Represent and warrant to EWEB that they have the power and authority to enter into and perform work under an awarded Contract. When executed by EWEB and Contractor the Contract shall be a valid and binding obligation of Contractor enforceable in accordance with its terms.

• Arrived at the specifics of the bid, including price and amounts, independently and without communication or agreement with another Bidder, except as disclosed in a separately attached statement.

• Are not submitting the bid in the interest of or on behalf of any undisclosed person;

• Have not directly or indirectly induced or solicited another Bidder, in order to benefit a third person, to submit a false or sham bid, to refrain from bidding or to change a bid.

• Have not directly or indirectly disclosed the Bidder's bid price, a breakdown of the price, the contents of the price or information or data related to the price to another Bidder.

• Have not sought through communication or agreement with a person to fix the bid price of the Bidder or another Bidder, to fix an overhead, profit or cost element of the bid price of the Bidder or another Bidder or to secure any advantage against the contracting agency or any other person interested in the public Contract.

• Have not directly or indirectly expressed an interest or lack of interest in the public Contract, or paid or offered to pay a fee to a person, to cause a collusive or sham bid.

H. SOLICITATION SIGNATURE

Contractor by signing this Bid Form represents and warrants that Contractor’s performance under an awarded contract will create no potential or actual conflict of interest, including but not limited to conflicts of interest as defined in ORS 244.020. Contractor further warrants that no state or federal law or EWEB rule will prevent Contractor's lawful performance of an awarded contract. If Contractor is currently performing work for EWEB or another governmental entity, Contractor’s participation in other public contracts will not create a potential or actual conflict of interest in performance of a Contract resulting from this ITB, if awarded.

BIDDER INFORMATION:

Bidder Company Name

Company Address (from which product will be shipped or work will be performed)

Telephone Number Federal Tax ID Number

Person Signing ITB________________________________________ Title_____________________________ Please print or type name

Signature _________________________________________________________________________________

Email Address _____________________________________________________________________________

Bidder’s ITB Representative (if different than above)

Name________________________________________ Title___________________________________ Please print or type name

Signature _________________________________________________________________________________

Phone __________________________…