IFB #R005299 Narrow-Aisle Reach Truck, Sit-Down Rider Truck, and Rider Pallet Truck Forklifts

The California State Lottery issued Invitation for Bid (IFB) #R005299 on March 24, 2026, seeking qualified forklift resellers to procure and deliver four pieces of material handling equipment to two distribution centers by June 30, 2026. The specific equipment required includes two Narrow-Aisle Reach Trucks with 3,200 lb. capacity and 36-volt systems, one Sit-Down Rider Truck with 3,000 lb. capacity and 36-volt system, and one Rider Pallet Truck with 6,000 lb. capacity and 24-volt system, all equipped with standard lead acid batteries and featuring specified lift heights, tilt capabilities, fork dimensions, and safety features. One Narrow-Aisle Reach Truck and one Rider Pallet Truck must be delivered to the Northern Distribution Center in West Sacramento, California, while one Narrow-Aisle Reach Truck and one Sit-Down Rider Truck must be delivered to the Southern Distribution Center in Rancho Cucamonga, California. All equipment must be new with a minimum one-year warranty using original equipment manufacturer parts, and bidders must be legally authorized to conduct business in California with demonstrated capability to resolve product or warranty issues. The critical timeline includes written questions and intents to bid due by April 1, 2026, responses to questions provided by April 14, 2026, final bids due by April 21, 2026 at 3:00 p.m. Pacific Time, notice of intent to award by May 1, 2026, and an estimated purchase order effective date of June 1, 2026. Award will be based on the lowest responsive and responsible bid after applicable adjustments.

The procurement includes incentive-based set-asides designed to encourage participation from disadvantaged business enterprises. The Lottery will apply up to a 5 percent Disabled Veteran Business Enterprise (DVBE) incentive with a maximum cap of $100,000, and up to a 5 percent Small and Microbusiness Participation (SMP) preference with a 25 percent SMP goal for the contract and a maximum preference cap of $50,000, provided that combined DVBE and SMP benefits cannot exceed $100,000 in total. Bidders must submit mandatory documentation including a transmittal letter, required attachment checklist, cost sheet, certification, Payee Data Record (STD 204), and applicable DVBE and SMP forms, with all submissions made through the Lottery's secure Liquid Files portal at https://fta.calottery.com. Bidders' offers are irrevocable for 180 days from the bid due date, and the Lottery reserves the right to reject all bids, cancel the solicitation, or award contracts to multiple vendors. Bid protests may be filed within specified timeframes following the notice of intent to award, with the Director issuing a written decision within 15 days of completing the protest review. No specific budget range or award value ceiling has been published in the solicitation materials.