ITB 493 Administrative Document.docx

STATE OF IDAHO

DIVISION OF PURCHASING

FOR

DEPARTMENT OF TRANSPORTATION

Invitation to Bid (ITB) #493

3CY & 4CY Loaders

Date of Issuance: Date

TABLE OF CONTENTS

ITB Administrative Information

ITB Lead:

Kevin Jarrett, Buyer Division of Purchasing 650 W State Street Room 100, Boise, ID, 83702 Kevin.Jarrett@adm.idaho.gov 208-332-1615

IPRO LOGIN

PURPOSE

The State Department of Transportation, through the Idaho Division of Purchasing (“DOP”), is requesting Bids from qualified Vendors for the purchase of three (3) and four (4) cubic yard loaders in accordance with the specifications provided below.

GENERAL INFORMATION

This Solicitation is issued by the state of Idaho (the “State”) via IPRO: IPRO LOGIN The ITB Lead is the only contact for this Solicitation. All correspondence regarding this ITB shall be in writing. In the event that it becomes necessary to revise any part of this ITB, amendments will be posted at IPRO. It is the responsibility of the Bidder to monitor IPRO for any updates or amendments. Any oral interpretations or clarifications of this ITB shall not be relied upon. All changes to this ITB must be in writing and posted at IPRO to be valid. Alternate Bids are not allowed.

INQUIRIES

Questions or other correspondence must be submitted in writing to the ITB Lead listed below. QUESTIONS MUST BE RECEIVED BY 11:59:59 P.M. Mountain Time ON THE DATE LISTED IN THE ITB ADMINISTRATIVE INFORMATION. Written questions must be submitted using Attachment 1, Bidder Questions. Official answers to all written questions will be posted on IPRO as an amendment to this ITB.

ITB Lead: Kevin Jarrett, Buyer Phone: 208-332-1615 E-mail: Kevin.Jarrett@adm.idaho.gov

Any questions regarding the State of Idaho Standard Contract Terms and Conditions found at the event in LUMA must also be submitted in writing, using Attachment 1, Bidder Questions, by the deadline identified in the ITB Administrative Information. The State will not consider proposed modifications to these requirements after the date and time set for receiving questions. Questions regarding these requirements must contain the following:

1. The rationale for the specific requirement being unacceptable to the party submitting the question (define the deficiency).

2. Recommended verbiage for the State’s consideration that is consistent in content, context, and form with the State’s requirement that is being questioned.

3. Explanation of how the State’s acceptance of the recommended verbiage is fair and equitable to both the State and to the party submitting the question.

Bids which condition the Bid based upon the State accepting other terms and conditions not found in the ITB, or which take exception to the State’s terms and conditions, will be found non-responsive, and no further consideration of the Bid will be given.

BACKGROUND

ITD utilizes wheel loaders for construction projects, snow removal and various other State forces projects.

ITD, through DOP, is requesting Bids from Contractors for the purchase and delivery of twenty-nine (29) three (3) CY and fifteen (15) four (4) CY loaders, as further detailed below.

SPECIFICATIONS

See Attachment 3 - Specifications

These specifications are the minimum mandatory specifications that your Bid must meet in order for the State to consider your Bid for award. Restate each specification listed in this section, followed by your response demonstrating that your Bid meets or exceeds the required specifications; provide model, part #, or description, as appropriate.

1 REQUESTED MODIFICATIONS AND SPECIFICATION APPEALS

Requested Modifications. Any request to modify the contract terms found in the Prerequisites section of IPRO or any of the requirements in this ITB must be submitted in writing using Attachment 5 – Requested Modifications Form by the deadline for submitting questions, identified in the ITB Administrative Information on page 1 of this document. The State will not consider proposed modifications after the date and time set for submitting questions. The State cannot agree to material changes to the requirements, terms, or conditions after the ITB closes. Bids which are conditioned on the State accepting terms and conditions not found in the ITB, or which take exception to the State’s terms and conditions, will be found non-responsive and no further consideration will be given to the Bid.

Specification Appeals. Any vendor, qualified and able to sell or supply the Property to be acquired, may submit a challenge to the Specifications in this ITB, as detailed in Idaho Code 67-9232(1). Vendors are encouraged, but not required, to submit questions as detailed in Section 3 of this document prior to submitting a specification appeal.

QUANTITY

Twenty-eight (28) three (3) CY and fifteen (15) four (4) CY loaders, delivered to various Idaho Transportation Department locations.

COST

Submit your offered Bid price in the Items section of IPRO. The offered price must be fully burdened to include all costs including, but not limited to overhead, salaries, materials, taxes, shipping costs, other administrative costs, etc. Provide your fully burdened Total Cost on the Bid Schedule (Attachment 2).

BILLING PROCEDURE

The Contractor must provide a signed waybill upon delivery. The invoice must be submitted no later thirty (30) calendar days after delivery. No invoice will be accepted or paid without receipt of required [reports/documentation/etc.]. Invoices submitted without the required [reports/documentation] will be returned to the Contractor for resubmission.

The Contractor must provide the following information with each invoice:

Invoices and reports are to be submitted to: HQAP@ITD.IDAHO.GOV

SUBMISSION REQUIREMENTS

10.1 Required Bid Submission Items

Your Bid Submission must consist of the following:

Bid Schedule Provide your cost information on Attachment 2, Bid Schedule, below. Do not submit your Bid on any other form. Submitting your Bid on a form different than the Bid Schedule may cause your Bid to be rejected as non-responsive.

State of Idaho Signature Page The State of Idaho Signature Page must be completed and submitted as part of your Bid. The State of Idaho Signature Page is attached in IPRO.

10.2 Bid Submission Methods

Bids must be submitted electronically via IPRO. Do not fax or e-mail your Bid. Your Bid must be received at the Division of Purchasing by the date and time specified on the IPRO header document. The official time, for bid closing purposes, is the Division of Purchasing’s time clock.

10.2.1 Electronic Submission via IPRO

When submitting electronically via IPRO, upload all of the Required Bid Submission Items (See Section 10.1) and enter your cost in IPRO for each line item; as the “Total Cost” on the Bid Schedule OR $0.01 as your cost in IPRO.

Upload all Required Bid Submission Items using Microsoft products such as Word and Excel. Do not submit items in .pdf format, unless provided otherwise in this ITB.

When submitting via IPRO, be advised that that the Bidder for Bid evaluation and award purposes is the entity profile under which submit in IPRO, which must be the same legal entity presented in your uploaded response materials. If the entity identified on the state supplied Signature Page differs from the entity under which you submit your Bid in IPRO, the information provided on the Signature Page prevails.

It is mandatory to submit your Bid electronically via IPRO, all Bidders participating in a Solicitation issued through IPRO must establish an account in the IPRO system as it is necessary in order to process and/or award the resulting Contract(s). It is free to establish an account and only takes a few minutes.

Bidders are further advised to upload response materials with descriptive file names, organized and consolidated in a manner which allows the State to efficiently navigate the Bidder’s response; as the State will print uploaded documents for evaluation in the manner received via IPRO.

10.3 Trade Secrets

If your Bid contains trade secret information which you have identified, you must also submit a redacted copy of the Bid (in electronic format, with the word “redacted” in the file name) with all trade secret information removed or blacked out; as well as a separate document containing a complete list (per the instructions in the three (3) paragraphs directly below) of all trade secret information which was removed or blacked out in the redacted copy.

Paragraph 28 of the Solicitation Instructions to Vendors describes trade secrets to “include a formula, pattern, compilation, program, computer program, device, method, technique or process that derives economic value, actual or potential, from not being generally known to, and not being readily ascertainable by proper means by other persons and is subject to the efforts that are reasonable under the circumstances to maintain its secrecy.” In addition to marking each page of the document with a trade secret notation (as applicable; and as provided in Paragraph 28 of the Solicitation Instructions to Vendors), Bidders must also:

Identify with particularity the precise text, illustration, or other information contained within each page marked “trade secret” (it is not sufficient to simply mark the entire page). The specific information you deem “trade secret” within each noted page must be highlighted, italicized, identified by asterisks, contained within a text border, or otherwise clearly delineated from other text/information and specifically identified as a “trade secret.”

Provide a separate document entitled “List of Redacted Trade Secret Information” which provides a succinct list of all trade secret information noted in your Bid; listed in the order it appears in your submittal documents, identified by Page #, Section #/Paragraph #, Title of Section/Paragraph, specific portions of text/illustrations; or in a manner otherwise sufficient to allow the State’s procurement personnel to determine the precise text/material subject to the notation. Additionally, this list must identify with each notation the specific basis for your position that the material be treated as exempt from disclosure.

EVALUATION AND AWARD

11.1 Evaluation process

11.1.1 All Bids will be reviewed first to determine if they meet the mandatory submissions requirements and specifications of the ITB. Any Bid not meeting the mandatory submission requirements or specifications may be deemed non-responsive and receive no further consideration.

11.1.2 All responsive Bids will be evaluated based on the offered Bid Price and any applicable preferences.

11.1.3 Pursuant to IDAPA 38.05.01.081, the ITB Lead may, in the State’s sole discretion, require the apparent low-cost Bidder to provide documentation to demonstrate its responsibility. The ITB Lead may request documentation including, but not limited to credit or financial reports and customer references. Failure to provide requested documentation may result in the Bid being deemed non-responsive. Nothing herein shall prevent the State from using other means to determine Bidder’s responsibility.

11.2 Award

Award of contract(s) will be made, by line item or all to one as determined to be in the best interest of the State, either by Direct Purchase or Direct Purchase with Buy-Back, to the lowest responsible Bidder, deemed to be the responsive and responsible Bidder offering the lowest Bid Price. The State reserves the right to award multiple contracts pursuant to Idaho Code section 67-9211.

Note: IDAPA 38.05.01.074.03 and 38.05.01.091.05 allow the designated State official to waive minor informalities as well as minor deviations. The State also reserves the right to seek clarification of Bidder’s responses and to engage in discussions or negotiations as determined to be in the best interest of the State and permitted by IDAPA 38.05.01.084.

11.2.1 ITD reserves the right not to award all line items.

11.2.2 The calculation will be based on the monthly ownership cost as outlined below, to determine which Bid(s) is/are in the best interest of the State.

Direct Purchase:

The monthly ownership cost will be determined by straight-line depreciation, with the monthly depreciation being the monthly ownership cost. ITD utilizes a twenty percent (20%) salvage value with a useful life of twelve (12) years.

Example:

Unit Price $150,000

Direct Purchase with Buy-Back The monthly ownership cost will be determined as follows: Subtract the Buy-Back Price from the Unit Price and divide that amount by the respective number of months of ownership; then, add the loss of interest on the Unit Price to that monthly amount. The loss of interest on the Unit Price will be calculated by the difference in the Unit Price and the lowest Unit Price offered among all Bidders. This will be calculated at a five percent (5%) simple interest annually.

Example:

(19 months of ownership) November 1, 2025 (19 months of ownership)

$150,000 - $142,000 19 months $421.05 per month $155,000 - $150,000 19 months $263.16 per month

Loss of Interest

($150,000 - $150,000) x .05 12 months $0 per month ($155,000 - $150,000) x .05 12 months $20.83 per month

$421.05 per month $263.16 + $20.83 $283.99 per month

Evaluating Award Options: Based on the methods and examples above, the Direct Purchase with Buy-Back from Bidder B offers the State the lowest monthly ownership cost. This would be the bid determined to be in the best interest of the State.

Bidders may offer the direct purchase, the purchase with Buy-Back option, or both. Bidders do not have to bid on all line items to be considered for an award; however, for each line item you bid, you must bid on all quantities requested for that line, for the Direct Purchase or the Direct Purchase with Buy-Back.

Buy-Back Contract If the Buy-Back option is awarded, the Contractor must complete and submit Attachment 5 - Buy-Back Contract (including the Surety Payment Bond) to DOP prior to the delivery of the loaders to ITD. The Bonding Surety must be registered and licensed with the Idaho Department of Insurance. The Surety Payment Bond will not be accepted if Surety is not registered and licensed in Idaho, and the Contract will not be executed by the State. If the Contractor fails to present an acceptable bond, this failure may be deemed just cause for the cancellation of the award of the Contract.

authorized distributor/manufacturer Submitting vendors must be an authorized distributor or manufacturer of the 3 CY & 4 CY Loaders offered. An authorized distributor shall be defined as a company or organization that has a written agreement with the manufacturer to sell or service its products. Bids from Contractors who are not an authorized distributor by the manufacturer shall not be considered.

ITD reserves the right to request authorized distributor documentation from the submitting vendors. Failure to provide submitting documentation as requested will result in a non-responsive quote.

Dealers and salesman license and manufacturer’s statement of origin Bidders must comply with Idaho Code, Section 49, Chapter 16, “Dealers and Salesmen Licensing”. The dealer furnishing the 3 CY & 4 CY Loaders must provide the original MSO and an ITD0502, Report of Sale and Application for Certificate of Title, directly to ITD upon payment of completed 3 CY & 4 CY Loaders to the Contractor for titling as new 3 CY & 4 CY Loaders.

Acceptance ITD will take thirty (30) days to inspect the goods appropriately. In the event the specifications are not met, the Contractor must pick-up loaders, correct any discrepancies, and re-deliver loaders within thirty (30) calendar days after notification from ITD, at no additional cost to ITD.

Warranty, Service and Support, Maintenance, etc.

18.1 If the Direct Purchase is awarded: Warranty must be for a minimum period of five (5) years or 5,000 hours, whichever comes first, for the entire loader, after ITD’s Acceptance.

18.2 If the Buy-Back is awarded: Warranty must be for the entire period of the Buy-Back Contract.

18.3 Warranty must include all parts, labor, and freight to replace a defective warranted item. Warranty excludes routine lubrication, fuel, oil, tires, antifreeze, lights, paint, fuses, glass, and other manufacturer’s auxiliary attachments.

18.4 Awarded vendor is responsible for all warranty requirements. No third-party warranties will be allowed.

PREVENTATIVE MAINTENANCE (BUY-BACK ONLY)

If the Buy-Back is awarded: ITD will be responsible in performing preventative maintenance on the loaders, following the manufacturer’s suggested maintenance intervals for oil changes, fluid changes, and necessary adjustments during the duration of the Buy-Back Contract, except for the two hundred and fifty (250) hr. Brake System Test, which includes the Park Brake Test and Adjustment. The Contractor will be responsible for all costs associated with the Test, adjustment. ITD will be responsible in performing all non-expected repairs, not covered under warranty, during the duration of the Buy-Back Contract.

INSPECTIONS AND RETURNS (BUY-BACK ONLY)

If the Buy-Back is awarded: The Contractor must perform an inspection on each loader two (2) weeks prior to the Buy-Back Date at each Delivery Location. The Contractor is responsible for the following:

Travel time, mileage and any other expenses related to performing the inspection.

Suggesting any manufacturer adjustments needed to ensure the Loaders are returned as close to original delivery condition as possible.

20.3 Report any defects or repairs that need to be corrected to the ITD Maintenance Services Manager or designee.

Once the Inspection has been completed and the Buy-Back contract has ended, the Contractor must pick up the loaders from each Delivery Location. ITD will ensure the loaders are maintained in as good condition as when received, with any defects or repairs corrected, prior to the Buy-Back Date (ordinary wear, tear, and defects are to be expected).

FLUID FILTERS (BUY-BACK ONLY)

If the buy-back is awarded; all fluid filters must be supplied to the delivery locations for each loader for the duration of the buy-back contract. All filters must be provided per manufacturer’s scheduled service intervals detailed in operator’s manual. ITD will average three hundred (300) hours, on each loader, in a twelve (12) month period.

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Delivery

22.1 The Contractor must deliver and unload the loaders to the Delivery Locations prior to November 1, 2024. The delivery of these loaders is critical to ITD winter operations. Contractors who are unable to meet this delivery requirement will be declared non-responsive. The Contractor is responsible for providing the necessary labor and equipment to unload the loaders, including any re-assembly of loader components that were unassembled for delivery or unloading.

22.2 Contractor will be allowed to provided loaner loaders if the delivery of the loaders is delayed by the manufacturer.

22.3 Delivery must be made Monday through Friday, 8:00 am to 3:00 pm local time (per Delivery Location) excluding state of Idaho recognized holidays (https://www.idaho.gov/government/holidays.html) unless otherwise approved by ITD.

DELIVERY LOCATIONS:

22.3.1 ITD District 1 Yard, 600 West Prairie, Coeur d’Alene, ID 83814

22.3.2 ITD District 2 Yard, 2600 Frontage Road, Lewiston, ID 83501

22.3.3 ITD District 3 Yard, 8150 Chinden Boulevard, Boise, ID 83714

22.3.4 ITD District 4 Yard, 63 West Highway 26, Shoshone, ID 83352

22.3.5 ITD District 5 Yard, 5151 South 5th, Pocatello, ID 83204

22.3.6 ITD District 6 Yard, 206 N. Yellowstone, Rigby, ID 83442

22.4 Manual

The Contractor must provide one (1) operator’s manual and one (1) service manual with each loader at the time of delivery. The manuals must be electronic PDF copies provided via USB, email, or free website download (hyperlink must be provided).

Insurance Requirements

Within five (5) days of notification of award (or such other time as designated by the Purchasing Activity), the apparent successful Bidder or Offeror will provide certificates of insurance required herein and will maintain the insurance during the life of the Contract. There are no provisions for exceptions to this requirement. Failure to provide the certificates of insurance within the five (5) business day period may be cause for your Bid or Proposal to be declared non-responsive or for your Contract to be cancelled.

Contractor shall carry liability and property damage insurance that will protect it and the State of Idaho from claims for damages for bodily injury, including accidental death, as well as for claims for property damages, which may arise from operations under the Contract whether such operations be by themselves or by anyone directly or indirectly employed by either of them.

Contractor shall not commence work under the Contract until it obtains all insurance required under this provision and furnishes a certificate or other form showing proof of current coverage to the State. All insurance policies and certificates must be signed copies. After work commences, the Contractor will keep in force all required insurance until the Contract is terminated.

23.1 Commercial General and Umbrella Liability Insurance. Contractor shall maintain Commercial General Liability (CGL) and, if necessary, Commercial Umbrella insurance with a limit of not less than $1,000,000 each occurrence. If such CGL insurance contains a general aggregate limit, it shall apply separately to the Contract.

23.1.1 CGL insurance shall be written on ISO occurrence form CG 00 01 (or a substitute form providing equivalent coverage) and shall cover liability arising from premises, operations, independent contractors, products-completed operations, personal and advertising injury, and liability assumed under an insured contract (including the tort liability of another assumed in a business contract).

23.2 Commercial Automobile and Commercial Umbrella Liability Insurance. Contractor shall maintain Commercial Automobile Liability and, if necessary, Commercial Umbrella Liability insurance with a limit of not less than $1,000,000 each accident. Such insurance shall cover liability arising out of any auto (including owned, hired, and non-owned autos).

23.2.1 Bidder or Offeror may request a waiver from providing Commercial Automobile and Commercial Umbrella Liability Insurance in its Bid or Proposal if the Bidder or Offeror will not use any owned, hired or non-owned vehicles to conduct business under the Contract, if it is awarded the Contract, and the State of Idaho will consider the request. If the Bidder or Offeror submits a request to waive the provision of Commercial Automobile and Commercial Umbrella Liability Insurance after the due date and time for receipt of Bids or Proposals, the State of Idaho may not consider the request.

23.3 Workers Compensation Insurance and Employer's Liability. Contractor shall maintain workers compensation and employer's liability. The employer's liability shall have limits not less than $1,000,000 each accident for bodily insurance by accident or $1,000,000 each employee for bodily injury by disease.

23.3.1 Contractor must provide either a certificate of workers compensation insurance issued by a surety licensed to write workers compensation insurance in the State of Idaho, as evidence that the Contractor has in effect a current Idaho workers compensation insurance policy, or an extraterritorial certificate approved by the Idaho Industrial Commission from a state that has a current reciprocity agreement with the Idaho Industrial Commission.

23.4 State of Idaho as Additional Insured: The liability insurance coverage required for performance of the Contract shall include the State of Idaho, the (agency) and its divisions, officers and employees as additional insured, but only with respect to the Contractor’s activities to be performed under the Contract.

23.4.1 The Contractor must provide proof of the State of Idaho, the (agency) and its divisions, officers and employees being additional insured by providing endorsements to the liability insurance policies showing the State of Idaho, the (agency) and its divisions, officers and employees as additional insured. The endorsements must also show the policy numbers and the policy effective dates.

23.4.2 If a liability insurance policy provides for automatically endorsing additional insured when required by contract, then, in that case, the Contractor must provide proof of the State of Idaho, the (agency) and its divisions, officers and employees being additional insured by providing copies of the policy pages that clearly identify the blanket endorsement.

23.5 Notice of Cancellation or Change: Contractor shall ensure that should any of the above described policies be cancelled before the expiration date thereof, or if there is a material change, potential exhaustion of aggregate limits or intent not to renew insurance coverage(s), that written notice will be delivered to the Division of Purchasing (if the Contract was issued by the Division) or to the Purchasing Activity (contracting state agency) in accordance with the policy provisions.

23.6 Contractor shall further ensure that all policies of insurance are endorsed to read that any failure to comply with the reporting provisions of this insurance, except for the potential exhaustion of aggregate limits, shall not affect the coverage(s) provided to the State of Idaho, and its divisions, officers and employees.

23.7 Acceptable Insurers and Deductibles: Insurance coverage required under the Contract shall be obtained from insurers rated A-VII or better in the latest Bests Rating Guide and in good standing and authorized to transact business in Idaho. The Contractor shall be financially responsible for all deductibles, self-insured retention’s and/or self-insurance included hereunder. The coverage provided by such policy will be primary to any coverage of the State on or related to the Contract and shall provide that the insurance afforded applies separately to each insured against whom a claim is made, except with respect to the limitation of liability.

23.8 Waiver of Subrogation: All policies shall contain waivers of subrogation. The Contractor waives all rights against the State and its officers, employees, and agents for recovery of damages to the extent these damages are covered by the required policies. Policies may contain deductibles but such deductibles will not be deducted from any damages due to the State.

Records Maintenance Contractor shall maintain or supervise the maintenance of all records necessary to properly account for all payments made to the Contractor pursuant to the Contract. These records shall be retained by the Contractor for at least three (3) years after the Contract terminates, or until all audits initiated within the three (3) years have been completed, whichever is later.

Audit Rights The Contractor agrees to allow State and Federal auditors and State purchasing staff access to all the records relating to this Contract, for audit, inspection, and monitoring of services or performance. Such access will be during normal business hours or by appointment.

ITB Event 493 – 3CY & 4CY Loaders

ATTACHMENT 1-BIDDER QUESTIONS

PLEASE DO NOT IDENTIFY YOUR NAME OR YOUR COMPANY’S NAME OR PRODUCT NAMES OF INTELLECTUAL PROPERTY IN YOUR QUESTIONS.

ADD ROWS BY HITTING THE TAB KEY WHILE WITHIN THE TABLE AND WITHIN THE FINAL ROW.

The following instructions must be followed when submitting questions using the question format on the following page.

1. DO NOT CHANGE THE FORMAT OR FONT. Do not bold your questions or change the color of the font.

2. Enter the ITB section number that the question is for in the “ITB Section” field (column 2). If the question is a general question not related to a specific ITB section, enter “General” in column 2. If the question is in regards to a State Term or Condition or a Special Term or Condition, state the clause number in column 2. If the question is in regard to an attachment, enter the attachment identifier (example “Attachment A”) in the “ITB Section” (column 2), and the attachment page number in the “ITB page” field (column 3).

3. Do not enter text in the “Response” field (column 5). This is for the State’s use only.

4. Once completed, this form is to be e-mailed per the instructions in the ITB. The e-mail subject line is to state the ITB number followed by “Questions.”

ITB 493 3CY and 4CY Loaders Page 12

ITB Event 493 – 3CY & 4CY Loaders

Attachment 3 – SPECIFICATIONS

ITB493

3 CY and 4 CY Wheel Loaders

Section 1 – General Specifications The brand names specified in this solicitation are intended to be descriptive, but not restrictive; indicative of the quality and characteristics of items that meet the minimum requirements. Vendors offering an “equal” must include documentation, which demonstrates, to ITD’s satisfaction, that the offered item(s) meets the requirement of the solicitation. In the event documentation is not satisfactory, ITD reserves the right to seek clarification from the Vendor. Failure to provide satisfactory documentation or a clarifying response to ITD may eliminate the Vendor from further consideration.

1. Model & Assembly

1.1. The loaders must be the latest 2024 or 2025 model of the manufacturer's standard production, as offered to commercial trade. Though they are not specifically covered herein, all parts necessary to provide complete and functional Loaders must be provided. All parts must conform in design, strength, quality of materials, and workmanship to current engineering practices and accepted standards of the industry. All parts must be the manufacturer’s standard unless otherwise specified in this ITB and;

1.2. The loaders must be assembled and adjusted, per the manufacturer’s standards, and be ready for operation upon delivery.

2. Description

2.1. Type – Pneumatic tired and articulated;

2.2. Painted – Standard color and;

2.3. Protective Sealant – EquipCoat®. Applied to all exterior steel components, to help prevent rust, corrosion, and paint fade.

3. Cab

3.1. Type – Fully enclosed weatherproof and rear ride;

3.2. Glass – Safety type for all windows with sliding ventilation window in right and left doors;

3.3. Roll-over Protective Structurer (ROPS);

3.4. Seat belt;

3.5. Seat – Fully adjustable, deluxe cloth covered, dual arm rests, air suspension type with four (4)-way adjustments up, down, forward, and backward;

3.6. Steering Wheel – Must tilt up and down with infinite adjustment;

3.7. Insulation – Soundproofing compliant with federal requirements at ear level with doors closed;

3.8. Air Conditioning;

3.9. Amplitude Modulation/Frequency Modulation (AM/FM) stereo radio;

3.10. Mirrors – Interior rear-view mirror with dual exterior mirrors;

3.11. Windshield Wipers – Both front and rear windows with electrically operated washers;

3.12. Heater and defroster and;

3.13. Sun Visor.

4. Handholds and Steps

4.1. Ergonomically located and slip resistant.

5. Diesel Engine

5.1. Type – Four (4) cycle design;

5.2. Maximum Speed – Two-thousand five hundred (2,500) revolutions per minute (RPM);

5.3. Emissions – Tier four (4) compliant;

5.4. Oil Filter – Manufacturer’s heaviest duty canister or spin-on throw-away type;

5.5. Air Cleaner – Manufacturer’s heaviest duty, Two (2)-stage, dry type with restriction indicator;

5.6. Block Heater – Electric with stationary receptacle;

5.7. Cold Weather Starting Aid – Manufacturer’s standard for machine offered;

5.8. Exhaust – Muffler and rain cap or curved exhaust and;

5.9. Engine Side Panels – Hinged type or one-piece tilting hood.

6. Transmission

6.1. Type – Two (2) speed hydrostatic full powershift or powershift multispeed with modulation;

6.2. Speeds – Three (3) forward and three (3) reverse or four (4) forward and two (2) reverse with single-lever control;

6.3. Torque Converter – Single stage if required and;

6.4. Filter – Spin-on type, vertically mounted;

7. Axles

7.1. Type – Inboard or outboard planetary four (4)-wheel drive;

7.2. Front – Fixed;

7.3. Rear – Twenty-two (22°) degree total oscillation and;

7.4. Differential – Equipped with front limited slip differentials or an operator controlled front differential lock.

8. Steering

8.1. Type – Full power center point articulation and;

8.2. Articulation –Thirty-Five (35°) degree each direction.

9. Brakes

9.1. Type – Four (4) wheel hydraulic power or air over hydraulic; moisture protector if equipped with air;

9.2. Requirements – Compliant with federal standards and;

9.3. Parking – Mechanical type, pull cable or electrically controlled and equipped with both visual and audible warning device for park brake activation.

10. Bucket

10.1. Type – General purpose with largest spill plate available and bolt-on cutting edge;

10.2. Cutting Edge – Installed by the Contractor at time of delivery. If the Buy-Back option is awarded, ITD will return the Loaders with the cutting edge. ITD will not be responsible for any wear of the cutting edge;

10.3. Bucket width must exceed overall tire width and Loader bucket tip linkage must be Z-bar type;

10.4. Accessories – Automatic bucket positioner lift kick-out and return to dig and;

10.5. Sealed Pins and Bushings – For all lift arms and bucket hinge points.

11. Controls

11.1. Three (3) CY Loader – Single lever control for bucket raise and lower and dump and rollback and;

11.2. Four (4) CY Loader – Single or dual lever control for bucket raise, lower, dump, and rollback.

12. Hydraulic System

12.1. Type – Open or closed and pressurized;

12.2. Filters – Return filter, vertically mounted spin-on type or tank cartridge;

12.3. Cylinders – Shaft chromed;

12.4. Tank – With reservoir sight gauge;

12.5. Lift Circuit – Positions for raise, hold, lower and float;

12.6. Tilt Circuit – Positions for roll back, hold, and dump;

12.7. Controls – Single lever with hydraulic lever lockout and;

12.8. Oil Cooler

13. Accessories

13.1. Warning Light – One (1), thirteen (13) to fifteen (15) in light emitting diode (LED) amber light bar;

13.2. Alternator – Fifty-five (55) amp, rated for air conditioning;

13.3. Battery – Manufacturer’s heaviest duty type;

13.4. Horn;

13.5. Backup Alarm – Preco-matic or equivalent self-adjusting type;

13.6. Lights – Front and rear work lights, driving lights, and tail/stop and turn signals;

13.7. Vandalism Protection – Locks for fuel tank, hydraulic tank, engine compartment, radiator, and cab;

13.8. Gauges or Lights – Must include but not be limited to; engine temperature, engine oil pressure, transmission oil temperature, hour meter, charge rate gauge, and fuel. Air pressure gauge required if equipped with air brakes;

13.9. Fenders – Front and rear that provide clearance for tire chains to be used on all four wheels;

13.10. Warning Devices – Provided for but not limited to, low oil pressure, high engine temperature, and low air pressure;

13.11. Idle Shutdown Timer – Electronics must include an idle shutdown timer to prevent excessive idling of the Loader. Timer must be set to five (5) minutes when Loaders are delivered to ITD;

13.12. Ride Control System – Operator controlled nitrogen oil accumulator installed in line with the loader lift cylinders to control fore and aft pitching during transport;

13.13. Battery Disconnect Switch;

13.14. Slow Moving Vehicle Emblem – Mounted to rear and;

13.15. Fire Extinguisher – Five (5) pound (lb) ABC type installed inside cab.

Section 2 – 3 CY Wheel Loaders

1. Requirements

1.1. Engine Horsepower – One-hundred eighty (180) net flywheel horsepower (HP);

1.2. Tires – Type: Bias-ply loader or dozer traction. Size: twenty-point five (20.5) x Twenty-five (25), twelve (12) – ply;

1.3. Bucket Capacity – Three (3) CY nominally heaped, with bolt-on cutting edge;

1.4. Bucket/Attachment Quick Coupler;

1.5. Minimum operating Weight – Thirty-four thousand (34,000) pound (lb) with standard counterweight, coupler and without calcium chloride in rear tires;

1.6. Minimum tipping Load Straight Ahead – Nineteen-thousand five hundred (19,500) pound (lb) with standard counterweight and without calcium chloride in rear tires;

1.7. Minimum tipping Load at Full Turn – Sixteen-thousand eight hundred (16,800) pound (lb) with standard counterweight and without calcium chloride in rear tires;

1.8. Minimum breakout Force – Nineteen-thousand five hundred (19,500) pound (lb) with cutting edge and;

1.9. Minimum dumping Height – Eight (8 ft) foot seven (7 in) inches at a forty-five (45°) degree dumping angle.

2. Attachments

2.1. Fork Attachments – Compatible with the model and quick coupler provided on the loader bid. The forks provided must be of sufficient strength to allow moving products and objects equal to the capacity of the loader provided;

2.2. Minimum fork Length – Sixty (60 in) inches and;

2.3. Minimum carriage Width – Fifty-five (55 in) inches.

Section 3 – 4 CY Wheel Loaders

1. Requirements

1.1. Engine Horsepower – One hundred-eighty-five (185) net flywheel horsepower (HP);

1.2. Tires – Type: Bias-ply loader/dozer traction. Size: twenty-three-point five (23.5) x twenty-five (25), sixteen (16)-ply. If provided, each Loader must be equipped with L3 Goodyear. If the L3 Goodyear is not provided, the manufacturer’s standard meeting the above specification must be provided. The Contractor must be responsible for warranty of tires, not the manufacturer;

1.3. Bucket Capacity – Four (4) CY nominally heaped, with bolt-on cutting edge;

1.4. Bucket/Attachment Quick Coupler;

1.5. Operating Weight – Forty thousand (40,000) pound (lb) with standard counterweight and without calcium chloride in rear tires;

1.6. Minimum tipping Load Straight Ahead – Twenty-six thousand (26,000) pound (lb) with standard counterweight and without calcium chloride in rear tires;

1.7. Minimum tipping Load at Full Turn – Twenty-three thousand (23,000) pound (lb) with standard counterweight and without calcium chloride in rear tires;

1.8. Minimum breakout Force –Thirty thousand (30,000) pound (lb) with cutting edge and;

1.9. Minimum dumping Height – Nine (9 ft) feet three (3 in) inches at a forty-five (45°) degree dumping angle.

ATTACHMENT 4 – PRODUCT INFORMATION

3 CY AND 4 CY LOADERS

Bidder Name:

Provide your product information in the fields below:

Make and Model:

Shipping Weight SAE J732b (lb.)

Overall Width Over Tires (in.)

Operating Load SAE J818a (lb.)

Tipping Load Straight SAE J732b (lb.)

Tipping Load Full Turn (lb.)

Hydraulic Lift Capacity at 18 in. SAE J732b (lb.)

Bucket Capacity Heaped (CY)

Bucket Width General Purpose (in.)

Alternator Size (amp.)

Battery Size and Number (CCA)

Hydraulic Pump Capacity at Governed Engine Speed (GPM)

Raising Time to Full Height SAE J732b (sec.)

Tire Size, Ply Rating, and Type

Engine Make and Model

Engine Rated BHP SAE 816a at Governed RPM (HP)

Engine Cubic Inch Displacement

Fuel Tank Capacity (gal.)

Counterweight Added (lb.)

Do you meet the specifications provided in - Attachment – 3 – Specifications?

|_| Yes |_| *No

*If your product offered does not meet or if it exceeds any of the specifications, Bidder must provide an explanation of how the product offered is functionally equivalent to the stated specification as well as descriptive literature that supports the product offered.

THIS APPENDIX MUST BE COMPLETED AND RETURNED WITH YOUR BID RESPONSE

ATTACHMENT 5 – MODIFICATION AND EXCEPTION FORM

ITB493 3 CY AND 4 CY Wheel Loaders

Instructions: Complete this form and submit prior to the questions close date and time if you are proposing modifications or taking exception to any of the requirements, terms, or conditions included in the ITB, including any documents incorporated by reference (such as the Standard Contract Terms and Conditions.) See ITB Section 6 for a full explanation of the process surrounding vendor-proposed modifications and exceptions.

Offerors must specifically address any and all proposed modifications and exceptions. Blanket requests to negotiate requirements, terms, or conditions will not be considered. Offerors must provide an explanation as to why the requirement, term, or condition should be considered non-material. Offeror must also provide a reason for the proposed modification or alternative language, specifically addressing the issues itemized in ITB Section 6.

The determination of materiality will be made at the State’s sole discretion. Non-material modifications or exceptions may be negotiated with the apparent successful Offeror, at the discretion of the State, and as otherwise provided in ITB Section 6.

ATTACHMENT 6 – BUY-BACK CONTRACT

3CY AND 4 CY LOADERS

The purpose of the following Buy-Back and Surety Payment Bond contract is to establish the obligations for the Idaho Transportation Department and the Contractor listed below.

The Contractor will guarantee to purchase from the Idaho Transportation Department the equipment listed below for the sum of ________________________________________________ ($____________________) lawful money of the United States. Both the Buy-Back and Surety Payment Bond contracts are to be completed and returned to Division of Purchasing prior to delivery of equipment.

This payment is due on or before _______________________________. Failure to make this payment by the Contractor will result in the Idaho Transportation Department collecting the monies due from the Surety Payment bond affixed to this contract.

In consideration for this payment, the Idaho Transportation Department will provide the following:

In case of change of corporate structure or loss of identity by assimilation or merger with other companies, this agreement shall remain in effect and be binding on the successor company (ies).

The Idaho Transportation Department reserves the right to sell, trade, retain, or otherwise dispose of the Loaders purchased under this agreement, at its discretion at any time. The Idaho Transportation Department will notify the Contractor if any of these options are exercised, in writing, within ten (10) calendar days of choosing an option.

Loaders to be purchased:

MAKE

MODEL

VEHICLE IDENTIFICATION NUMBER

DESCRIPTION

Signed:

Contractor

ITD Purchasing Agent or Designee

Signature

Date

Signature

Date

Print Name

Printed Name

Title

ITD Maintenance Services Manager or Designee

Corporate Name and Address

Signature

Date

Printed Name image1.png