HomeMy WebLinkAboutContract 58929CSC No. 58929
FORT WORTH
CITY OF FORT WORTH
COOPERATIVE PURCHASE AGREEMENT
This Cooperative Purchase Agreement ("Agreement") is entered into by and between Club Car,
LLC by and through Metro Golf Cars ("Vendor") as the authorized reseller through Sourcewell
122220-CCR and the City of Fort Worth, ("City"), a Texas home rule municipality.
The Cooperative Purchase Agreement includes the following documents which shall be construed in the
order of precedence in which they are listed:
1. This Cooperative Purchase Agreement;
2. Exhibit A — Seller's Quote, Scope of Services or Price List;
3. Exhibit B — Cooperative Agency Contract Sourcewell 122220-CCR; and
4. Exhibit C — Conflict of Interest Questionnaire
Exhibits A, B, and C, which are attached hereto and incorporated herein, are made a part of this
Agreement for all purposes. Vendor agrees to provide City with the services and goods included in
Exhibit A pursuant to the terms and conditions of this Cooperative Purchase Agreement, including all
exhibits thereto.
City shall pay Vendor in accordance with the fee schedule in Exhibit A and in accordance with
the provisions of this Agreement. Total payment made under this Agreement for the first year by City
shall not exceed One Hundred Thousand Dollars ($100,000). Vendor shall not provide any additional
items or services or bill for expenses incurred for City not specified by this Agreement unless City
requests and approves in writing the additional costs for such services. City shall not be liable for any
additional expenses of Vendor not specified by this Agreement unless City first approves such expenses
in writing.
The term of this Agreement is effective beginning on the date signed by the Assistant City
Manager below ("Effective Date") and expires on January 29, 2024. The City shall be able to renew
this agreement for two (2) one-year renewal options by written agreement of the parties.
Vendor agrees that City shall, until the expiration of three (3) years after final payment under this
Agreement, or the final conclusion of any audit commenced during the said three years, have access to
and the right to examine at reasonable times any directly pertinent books, documents, papers and records,
including, but not limited to, all electronic records, of Vendor involving transactions relating to this
Agreement at no additional cost to City. Vendor agrees that City shall have access during normal
working hours to all necessary Vendor facilities and shall be provided adequate and appropriate work
space in order to conduct audits in compliance with the provisions of this section. City shall give Vendor
reasonable advance notice of intended audits.
Notices required pursuant to the provisions of this Agreement shall be conclusively determined
to have been delivered when (1) hand -delivered to the other party, its agents, employees, servants or
representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3)
received by the other party by United States Mail, registered, return receipt requested, addressed as
follows: OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
To CITY:
To VENDOR:
City of Fort Worth Club Car, LLC
Attn: Jesica McEachern, Assistant City Manager David Peterson, Strategic Accounts Manager
200 Texas Street
Fort Worth, TX 76102-6314 Address:
Facsimile: (817) 392-8654 4125 Washington Road
Evans, GA 30809
With copy to Fort Worth City Attorney's Office at
same address Facsimile: 877-403-2577
The undersigned represents and warrants that he or she has the power and authority to execute this
Agreement and bind the respective Vendor.
CITY OF FORT WORTH:
By: 0�4�
Name: Jesica McEachern
Title: Assistant City Manager
Date:
APPROVAL RECOMMENDED:
By: I&W fo.,
Name: Dave Lewis
Title: Interim Parks Director
44U4�4
apF FORt,�aa
ATTEST: o° o$
KM
PVo 0=4
o°
Name: Jannette Goodall
Title: City Secretary
VENDOR:
Club Car, LLC
Digitally signed by: David J.
David J.
DN`.,CN= David J. Peterson
Dayid_peterson@clubcar.co
By: Peterson
AD O = Club Car LLC.
Date: 2023.02.0314:16:10
Name: David Peterson
Title: Strategic Accounts
Manager
Date: 2/3/2023
CONTRACT COMPLIANCE MANAGER:
By signing I acknowledge that I am the person
responsible for the monitoring and administration
of this contract, including ensuring all performance
and reporting requirements.
Name: Clinton Wyatt
Title: District Superintendent
APPROVED AS TO FORM AND LEGALITY:
By: J ika Williams (Feb 14, 202310:39 CST)
Name: Jessika Williams
Title: Assistant City Attorney
CONTRACT AUTHORIZATION:
M&C: N/A
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Exhibit A
Club Car #122220-CCR
Sourcewell �i
Pricing for contract #122220-CCR is provided at 4% - 34% off MSRP list price depending on the vehicle type/category to
Sourcewell participating agencies.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
Exhibit B
122220-CCR
Sourcewell
Solicitation Number: RFP #122220
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN
56479 (Sourcewell) and Club Car, LLC, 4125 Washington Road, Evans, GA 30809 (Vendor).
Sourcewell is a State of Minnesota local government agency and service cooperative created
under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers
cooperative procurement solutions to government entities. Participation is open to federal,
state/province, and municipal governmental entities, higher education, K-12 education,
nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Utility, Transport, Golf, and Recreation Vehicles with
Related Accessories, Equipment, and Services from which Vendor was awarded a contract.
Vendor desires to contract with Sourcewell to provide equipment, products, or services to
Sourcewell and the entities that access Sourcewell's cooperative purchasing contracts
(Participating Entities).
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
B. EXPIRATION DATE AND EXTENSION. This Contract expires January 29, 2025, unless it is
cancelled sooner pursuant to Article 22. This Contract may be extended up to one additional
one-year period upon request of Sourcewell and with written agreement by Vendor.
C. SURVIVAL OF TERMS. Articles 11 through 14 survive the expiration or cancellation of this
Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or
Services as stated in its Proposal submitted under the Solicitation Number listed above.
Vendor's Equipment, Products, or Services Proposal (Proposal) is attached and incorporated
into this Contract.
Rev. 10/2020
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
All Equipment and Products provided under this Contract must be new/current model. Vendor
may offer close-out or refurbished Equipment or Products if they are clearly indicated in
Vendor's product and pricing list. Unless agreed to by the Participating Entities in advance,
Equipment or Products must be delivered as operational to the Participating Entity's site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated,
sales and sales volume are not guaranteed.
B. WARRANTY. Vendor's sole warranties are those described in Vendor's standard equipment
warranty. Vendor disclaims and excludes any other express, implied or statutory warranties,
arising by operation of law or otherwise, including without limitation any warranties of
merchantability and fitness for a particular purpose. Vendor makes no warranties or
representations (express, implied or statutory), arising by operation of law or otherwise, on any
equipment, component parts or accessories sold under this Contract which are not
manufactured by Vendor. Vendor's dealers and distributors must agree to assist the
Participating Entity in reaching a resolution in any dispute over warranty terms with the
manufacturer. Any manufacturer's warranty that is effective past the expiration of the
Vendor's warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will
make available to Sourcewell a means to validate or authenticate Vendor's authorized dealers,
distributors, and/or resellers relative to the Equipment, Products, and Services related to this
Contract. This list may be updated from time -to -time and is incorporated into this Contract by
reference. It is the Vendor's responsibility to ensure Sourcewell receives the most current
version of this list.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced as stated in Vendor's
Proposal.
When providing pricing quotes to Participating Entities, all pricing quoted must reflect a
Participating Entity's total cost of acquisition. This means that the quoted cost is for delivered
Equipment, Products, and Services that are operational for their intended purpose, and
includes all costs to the Participating Entity's requested delivery location.
Regardless of the payment method chosen by the Participating Entity, the total cost associated
with any purchase option of the Equipment, Products, or Services must always be disclosed in
the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly
packaged. Damaged Equipment and Products may be rejected. If the damage is not readily
apparent at the time of delivery, Vendor must permit the Equipment and Products to be
Rev. 10/2020
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
Participating Entities reserve the right to inspect the Equipment and Products at a reasonable
time after delivery where circumstances or conditions prevent effective inspection of the
Equipment and Products at the time of delivery.
Vendor must arrange for and pay for the return shipment on Equipment and Products that arrive
in a defective or inoperable condition.
Sourcewell may declare the Vendor in breach of this Contract if the Vendor intentionally
delivers substandard or inferior Equipment or Products. In the event of the delivery of
nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon
as possible and the Vendor will replace nonconforming Equipment and Products with
conforming Equipment and Products that are acceptable to the Participating Entity.
B. SALES TAX. Vendor's pricing does not include any present or future sales, use, occupation,
license, excise or other tax, permit or fee with respect to the sale, delivery or use of the
Equipment, Products, or Services under this Contract. Each Participating Entity will be
responsible for payment of all taxes, permits or fees, and is responsible for supplying the
Vendor with valid tax -exemption certification(s). When ordering, a Participating Entity must
indicate if it is a tax-exempt entity.
C. HOT LIST PRICING. At anytime during this Contract, Vendor may offer a specific selection
of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Vendor determines it will offer Hot List Pricing, it must be submitted electronically to
Sourcewell in a line -item format. Equipment, Products, or Services may be added or removed
from the Hot List at any time through a Sourcewell Price and Product Change Form as defined
in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and
discontinued Equipment and Products as long as those close-out and discontinued items are
clearly identified as such. Current ordering process and administrative fees apply. Hot List
Pricing must be published and made available to all Participating Entities.
4. PRODUCT AND PRICING CHANGE REQUESTS
Vendor may request Equipment, Product, or Service changes, additions, or deletions at any
time. All requests must be made in writing by submitting a signed Sourcewell Price and Product
Change Request Form to the assigned Sourcewell Contract Administrator. This form is available
from the assigned Sourcewell Contract Administrator. At a minimum, the request must:
• Identify the applicable Sourcewell contract number;
• Clearly specify the requested change;
Rev. 10/2020
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
• Provide sufficient detail to justify the requested change;
• Individually list all Equipment, Products, or Services affected by the requested change,
along with the requested change (e.g., addition, deletion, price change); and
• Include a complete restatement of pricing documentation in Microsoft Excel with the
effective date of the modified pricing, or product addition or deletion. The new pricing
restatement must include all Equipment, Products, and Services offered, even for those
items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Request Form will become an amendment
to this Contract and be incorporated by reference.
S. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell's cooperative contracts are available and open to public and
nonprofit entities across the United States and Canada; such as federal, state/province,
municipal, K-12 and higher education, tribal government, and other public entities.
The benefits of this Contract should be available to all Participating Entities that can legally
access the Equipment, Products, or Services under this Contract. A Participating Entity's
authority to access this Contract is determined through its cooperative purchasing, interlocal,
or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service
Member of Sourcewell during such time of access. Vendor understands that a Participating
Entity's use of this Contract is at the Participating Entity's sole convenience and Participating
Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use
eligibility requirements and documentation and will encourage potential participating entities
to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its
roster during the term of this Contract.
B. PUBLIC FACILITIES. Vendor's employees maybe required to perform work at government -
owned facilities, including schools. Vendor's employees and agents must conduct themselves in
a professional manner while on the premises, and in accordance with Participating Entity
policies and procedures, and all applicable laws.
6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under
this Contract, a Participating Entity must clearly indicate to Vendor that it intends to access this
Contract; however, order flow and procedure will be developed jointly between Sourcewell and
Vendor. Typically, a Participating Entity will issue an order directly to Vendor. If a Participating
Entity issues a purchase order, it may use its own forms, but the purchase order should clearly
Rev. 10/2020
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
note the applicable Sourcewell contract number. All Participating Entity orders under this
Contract must be issued prior to expiration of this Contract; however, Vendor performance,
Participating Entity payment, and any applicable warranty periods or other Vendor or
Participating Entity obligations may extend beyond the term of this Contract.
Vendor's acceptable forms of payment are included in Attachment A. Participating Entities will
be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of
any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and
conditions to a purchase order, or other required transaction documentation, may be
negotiated between a Participating Entity and Vendor, such as job or industry -specific
requirements, legal requirements (e.g., affirmative action or immigration status requirements),
or specific local policy requirements. Some Participating Entitles may require the use of a
Participating Addendum; the terms of which will be worked out directly between the
Participating Entity and the Vendor. Any negotiated additional terms and conditions must
never be less favorable to the Participating Entity than what is contained in this Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires
service or specialized performance requirements (such as e-commerce specifications,
specialized delivery requirements, or other specifications and requirements) not addressed in
this Contract, the Participating Entity and the Vendor may enter into a separate, standalone
agreement, apart from this Contract. Sourcewell, including its agents and employees, will not
be made a party to a claim for breach of such agreement.
D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or
in part, immediately upon notice to Vendor in the event of any of the following events:
1. The Participating Entity fails to receive funding or appropriation from its governing body
at levels sufficient to pay for the goods to be purchased;
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the
Participating Entity's requirements; or
3. Vendor commits any material breach of this Contract or the additional terms agreed to
between the Vendor and a Participating Entity.
E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a
Participating Entity's order will be determined by the Participating Entity making the purchase.
7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Vendor will assign an Account Representative to
Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is
changed. The Account Representative will be responsible for:
Rev. 10/2020
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
• Maintenance and management of this Contract;
• Timely response to all Sourcewell and Participating Entity inquiries; and
• Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Vendor must perform a minimum of one business review with
Sourcewell per contract year. The business review will cover sales to Participating Entities,
pricing and contract terms, administrative fees, supply issues, customer issues, and any other
necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT
A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Vendor must provide a contract
sales activity report (Report) to the Sourcewell Contract Administrator assigned to this
Contract. A Report must be provided regardless of the number or amount of sales during that
quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made).
The Report must contain the following fields:
• Customer Name (e.g., City of Staples Highway Department);
• Customer Physical Street Address;
• Customer City;
• Customer State/Province;
• Customer Zip Code;
• Customer Contact Name;
• Customer Contact Email Address;
• Customer Contact Telephone Number;
• Sourcewell Assigned Entity/Participating Entity Number;
• Item Purchased Description;
• Item Purchased Price;
• Sourcewell Administrative Fee Applied; and
• Date Purchase was invoiced/sale was recognized as revenue by Vendor.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell,
the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and
Services provided to Participating Entities. The Administrative Fee must be included in, and not
added to, the pricing. Vendor may not charge Participating Entities more than the contracted
price to offset the Administrative Fee.
The Vendor will submit payment to Sourcewell for one percent (1%) multiplied by the total
sales of all Equipment, Products, and Services purchased by Participating Entities under this
Contract during each calendar quarter. Payments should note the Vendor's name and
Rev. 10/2020
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
Sourcewell-assigned contract number in the memo; and must be mailed to the address above
"Attn: Accounts Receivable" or remitted electronically to Sourcewell's banking institution per
Sourcewell's Finance department instructions. Payments must be received no later than 45
calendar days after the end of each calendar quarter.
Vendor agrees to cooperate with Sourcewell in auditing transactions under this Contract to
ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Vendor is delinquent in any undisputed administrative fees, Sourcewell
reserves the right to cancel this Contract and reject any proposal submitted by the Vendor in
any subsequent solicitation. In the event this Contract is cancelled by either party prior to the
Contract's expiration date, the administrative fee payment will be due no more than 30 days
from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Vendor's Authorized Representative is the person named in the Vendor's Proposal. If Vendor's
Authorized Representative changes at any time during this Contract, Vendor must promptly
notify Sourcewell in writing.
10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE
A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records,
documents, and accounting procedures and practices relevant this Agreement are subject to
examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the
end of this Contract. This clause extends to Participating Entities as it relates to business
conducted by that Participating Entity under this Contract.
B. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or
obligations under this Contract without the prior consent of the parties and a fully executed
assignment agreement. Such consent will not be unreasonably withheld.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective
until it has been fully executed by the parties.
D. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not
waive the provision or the right to enforce it.
E. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between
Sourcewell and Vendor. No other understanding regarding this Contract, whether written or
Rev. 10/2020
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
oral, may be used to bind either party. For any conflict between the attached Proposal and the
terms set out in Articles 1-22, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent
contractors, each free to exercise judgment and discretion with regard to the conduct of their
respective businesses. This Contract does not create a partnership, joint venture, or any other
relationship such as master -servant, or principal -agent.
11. LIABILITY
Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their
agents and employees, harmless from any claims or causes of action, including attorneys' fees,
arising from and to the extent of the violation of law, negligence, omissions, or intentional
misconduct of Vendor. Vendor shall not be liable for any indirect, consequential, or exemplary
damages, whether arising in contract, tort (including negligence) strict liability, or otherwise,
including without limitation, loss of profits, loss of goodwill, and loss of business opportunity.
12. GOVERNMENT DATA PRACTICES
Vendor and Sourcewell must comply with the Minnesota Government Data Practices Act,
Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell
under this Contract and as it applies to all data created, collected, received, stored, used,
maintained, or disseminated by the Vendor under this Contract.
If the Vendor receives a request to release the data referred to in this article, the Vendor must
immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond
to the request.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT
A. INTELLECTUAL PROPERTY
1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Vendor a royalty -free, worldwide, non-exclusive right and
license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and
promotional materials for the purpose of marketing Sourcewell's relationship with
Vendor.
b. Vendor grants to Sourcewell a royalty -free, worldwide, non-exclusive right and
license to use Vendor's Trademarks in advertising and promotional materials for the
purpose of marketing Vendor's relationship with Sourcewell.
2. Limited Right of Sublicense. The right and license granted herein includes a limited right
of each party to grant sublicenses to its and their respective distributors, marketing
representatives, and agents (collectively "Permitted Sublicensees") in advertising and
promotional materials for the purpose of marketing the Parties' relationship to Participating
Rev. 10/2020
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
Entities. Any sublicense granted will be subject to the terms and conditions of this Article.
Each party will be responsible for any breach of this Article by any of their respective
sublicensees.
3. Use; Quality Control.
a. Sourcewell must not alter Vendor's Trademarks from the form provided by
Vendor and must comply with Vendor's removal requests as to specific uses of its
trademarks or logos.
b. Vendor must not alter Sourcewell's Trademarks from the form provided by
Sourcewell and must comply with Sourcewell's removal requests as to specific uses
of its trademarks or logos.
C. Each party agrees to use, and to cause its Permitted Sublicensees to use, the
other party's Trademarks only in good faith and in a dignified manner consistent
with such party's use of the Trademarks. Upon written notice to the breaching party,
the breaching party has 30 days of the date of the written notice to cure the breach
or the license will be terminated.
4. As applicable, Vendor agrees to indemnify and hold harmless Sourcewell and its
Participating Entities against any and all suits, claims, judgments, and costs instituted or
recovered against Sourcewell or Participating Entities by any person on account of the use
of any Equipment or Products by Sourcewell or its Participating Entities supplied by Vendor
in violation of applicable patent or copyright laws. Vendor's indemnity for patent,
trademark and copyright claims shall not extend to infringements based on any designs,
plans or other specifications provided to Vendor by Sourcewell or the Participating Entity.
5. Termination. Upon the termination of this Contract for any reason, each party, including
Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites,
and the like bearing the other party's name or logo (excepting Sourcewell's pre-printed
catalog of vendors which may be used until the next printing). Vendor must return all
marketing and promotional materials, including signage, provided by Sourcewell, or dispose
of it according to Sourcewell's written directions.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released
without prior written approval from the Authorized Representatives. Publicity includes notices,
informational pamphlets, press releases, research, reports, signs, and similar public notices
prepared by or for the Vendor individually or jointly with others, or any subcontractors, with
respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be
approved by Sourcewell. Materials should be sent to the Sourcewell Contract Administrator
assigned to this Contract.
D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment,
Products, or Services.
Rev. 10/2020
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
14. GOVERNING LAW, JURISDICTION, AND VENUE
Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its
breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls,
Minnesota. The United Nations Convention on the International Sales of Goods shall not apply
to this Contract.
15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God
or other conditions that are beyond that party's reasonable control. A party defaulting under
this provision must provide the other party prompt written notice of the default.
16. SEVERABILITY
If any provision of this Contract is found to be illegal, unenforceable, or void then both
Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the
remainder of this Contract is capable of performance, it will not be affected by such declaration
or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and
address unresolved contract issues as follows:
1. Notification. The parties must promptly notify each other of any known dispute and
work in good faith to resolve such dispute within a reasonable period of time. If necessary,
Sourcewell and the Vendor will jointly develop a short briefing document that describes the
issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified
above, either Sourcewell or Vendor may escalate the resolution of the issue to a higher
level of management. The Vendor will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the
Vendor must continue without delay to carry out all of its responsibilities under the
Contract that are not affected by the dispute. If the Vendor fails to continue without delay
to perform its responsibilities under the Contract, in the accomplishment of all undisputed
work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result
of such failure to proceed will be borne by the Vendor.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract,
or any Participating Entity order under this Contract, in default:
Nonperformance of contractual requirements, or
Rev. 10/2020 10
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
2. A material breach of any term or condition of this Contract.
Written notice of default and no less than thirty days opportunity to cure must be issued by the
party claiming default. Time allowed for cure will not diminish or eliminate any liability for
liquidated or other damages. If the default remains after the opportunity for cure, the non -
defaulting party may:
• Exercise any remedy provided by law or equity, or
• Terminate the Contract or any portion thereof, including any orders issued against the
Contract.
18. INSURANCE
A. REQUIREMENTS. At its own expense, Vendor must maintain insurance policy(ies) in effect at
all times during the performance of this Contract with insurance company(ies) licensed or
authorized to do business in the State of Minnesota having an "AM BEST" rating of A- or better,
with coverage and limits of insurance not less than the following:
1. Workers' Compensation and Employer's Liability.
Workers' Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
2. Commercial General Liability Insurance. Vendor will maintain insurance covering its
operations, with coverage on an occurrence basis, and must be subject to terms no less
broad than the Insurance Services Office ("ISO") Commercial General Liability Form
CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include
liability arising from premises, operations, bodily injury and property damage,
independent contractors, products -completed operations including construction defect,
contractual liability, blanket contractual liability, and personal injury and advertising
injury. All required limits, terms and conditions of coverage must be maintained during
the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage
$1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for Products -Completed operations
$2,000,000 general aggregate
3. Commercial Automobile Liability Insurance. During the term of this Contract, Vendor
will maintain insurance covering all owned, hired, and non -owned automobiles in limits
Rev. 10/2020 11
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
of liability not less than indicated below. The coverage must be subject to terms no less
broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or
equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Vendor will maintain umbrella
coverage over Workers' Compensation, Commercial General Liability, and Commercial
Automobile.
Minimum Limits:
$2,000,000
5. Network Security and Privacy Liability Insurance. During the term of this Contract,
Vendor will maintain coverage for network security and privacy liability. The coverage
may be endorsed on another form of liability coverage or written on a standalone
policy. The insurance must cover claims which may arise from failure of Vendor's
security resulting in, but not limited to, computer attacks, unauthorized access,
disclosure of not public data — including but not limited to, confidential or private
information, transmission of a computer virus, or denial of service.
Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Vendor to maintain the required insurance will constitute a material breach entitling
Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Vendor must furnish
to Sourcewell a certificate of insurance, as evidence of the insurance required under this
Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to
Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the
Sourcewell Contract Administrator assigned to this Contract. The certificates must be signed by
a person authorized by the insurer(s) to bind coverage on their behalf.
Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide
certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in
this Contract.
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY
INSURANCE CLAUSE. Vendor agrees to list Sourcewell and its Participating Entities, including
their officers, agents, and employees, as an additional insured under the Vendor's commercial
general liability insurance policy with respect to liability arising out of activities, "operations," or
"work" performed by or on behalf of Vendor, and products and completed operations of
Vendor. The policy provision(s) or endorsements) must further provide that coverage is
Rev. 10/2020 12
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
primary and not excess over or contributory with any other valid, applicable, and collectible
insurance or self-insurance in force for the additional insureds.
D. WAIVER OF SUBROGATION. Vendor waives and must require (by endorsement or
otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional
insureds for losses paid under the insurance policies required by this Contract or other
insurance applicable to the Vendor or its subcontractors. The waiver must apply to all
deductibles and/or self -insured retentions applicable to the required or any other insurance
maintained by the Vendor or its subcontractors. Where permitted by law, Vendor must require
similar written express waivers of subrogation and insurance clauses from each of its
subcontractors.
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this
Contract can be met by either providing a primary policy or in combination with
umbrella/excess liability policy(ies), or self -insured retention.
1'K4101►viI ]1111I_1 L114:
A. LAWS AND REGULATIONS. Vendor will comply fully with all laws and regulations applicable
to the manufacturing of its Equipment or Products and to the Services rendered under this
Contract. Vendor assumes no responsibility, whether by indemnity, warranty, or otherwise, for
compliance with laws and regulations concerning matters over which it has no control (e.g.,
occupational health and safety, pollution, local codes, etc.), related to the use, installation or
operation of the Equipment or Products sold under this Contract.
B. LICENSES. Vendor must maintain a valid and current status on all required federal,
state/provincial, and local licenses, bonds, and permits required for the operation of the
business that the Vendor conducts with Sourcewell and Participating Entities.
20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Vendor certifies and warrants that it is not in bankruptcy or that it has previously disclosed in
writing certain information to Sourcewell related to bankruptcy actions. If at any time during
this Contract Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in
writing.
Vendor certifies and warrants that neither it nor its principals are presently debarred,
suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs
operated by the State of Minnesota; the United States federal government or the Canadian
government, as applicable; or any Participating Entity. Vendor certifies and warrants that
neither it nor its principals have been convicted of a criminal offense related to the subject
matter of this Contract. Vendor further warrants that it will provide immediate written notice
to Sourcewell if this certification changes at any time.
Rev. 10/2020 13
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
21. PROVISIONS FOR NON -UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or
services from this Contract may be subject to additional requirements including the
procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit
Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may also require
additional requirements based on specific funding specifications. Within this Article, all
references to "federal" should be interpreted to mean the United States federal government.
The following list only applies when a Participating Entity accesses Vendor's Equipment,
Products, or Services with United States federal funds.
A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all
contracts that meet the definition of "federally assisted construction contract" in 41 C.F.R. § 60-
1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in
accordance with Executive Order 11246, "Equal Employment Opportunity" (30 FR 12319,
12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, "Amending
Executive Order 11246 Relating to Equal Employment Opportunity," and implementing
regulations at 41 C.F.R. § 60, "Office of Federal Contract Compliance Programs, Equal
Employment Opportunity, Department of Labor." The equal opportunity clause is incorporated
herein by reference.
B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal
program legislation, all prime construction contracts in excess of $2,000 awarded by non-
federal entities must include a provision for compliance with the Davis -Bacon Act (40 U.S.C. §
3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5,
"Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted
Construction"). In accordance with the statute, contractors must be required to pay wages to
laborers and mechanics at a rate not less than the prevailing wages specified in a wage
determination made by the Secretary of Labor. In addition, contractors must be required to pay
wages not less than once a week. The non-federal entity must place a copy of the current
prevailing wage determination issued by the Department of Labor in each solicitation. The
decision to award a contract or subcontract must be conditioned upon the acceptance of the
wage determination. The non-federal entity must report all suspected or reported violations to
the federal awarding agency. The contracts must also include a provision for compliance with
the Copeland "Anti -Kickback" Act (40 U.S.C. § 3145), as supplemented by Department of Labor
regulations (29 C.F.R. § 3, "Contractors and Subcontractors on Public Building or Public Work
Financed in Whole or in Part by Loans or Grants from the United States"). The Act provides that
each contractor or subrecipient must be prohibited from inducing, by any means, any person
employed in the construction, completion, or repair of public work, to give up any part of the
compensation to which he or she is otherwise entitled. The non-federal entity must report
Rev. 10/2020 14
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
all suspected or reported violations to the federal awarding agency. Vendor must be in
compliance with all applicable Davis -Bacon Act provisions.
C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where
applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve
the employment of mechanics or laborers must include a provision for compliance with 40
U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).
Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of
every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess
of the standard work week is permissible provided that the worker is compensated at a rate of
not less than one and a half times the basic rate of pay for all hours worked in excess of 40
hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction
work and provide that no laborer or mechanic must be required to work in surroundings or
under working conditions which are unsanitary, hazardous or dangerous. These requirements
do not apply to the purchases of supplies or materials or articles ordinarily available on the
open market, or contracts for transportation or transmission of intelligence. This provision is
hereby incorporated by reference into this Contract. Vendor certifies that during the term of an
award for all contracts by Sourcewell resulting from this procurement process, Vendor must
comply with applicable requirements as referenced above.
D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACTOR AGREEMENT. If the federal award
meets the definition of "funding agreement" under 37 C.F.R. § 401.2(a) and the recipient or
subrecipient wishes to enter into a contract with a small business firm or nonprofit organization
regarding the substitution of parties, assignment or performance of experimental,
developmental, or research work under that "funding agreement," the recipient or subrecipient
must comply with the requirements of 37 C.F.R. § 401, "Rights to Inventions Made by Nonprofit
Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative
Agreements," and any implementing regulations issued by the awarding agency. Vendor
certifies that during the term of an award for all contracts by Sourcewell resulting from this
procurement process, Vendor must comply with applicable requirements as referenced above.
E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL
ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require
the non-federal award to agree to comply with all applicable standards, orders or regulations
issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution
Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal
awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Vendor
certifies that during the term of this Contract will comply with applicable requirements as
referenced above.
F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award
(see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions
in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R.
Rev. 10/2020 15
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
§180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3
C.F.R. § 1989 Comp., p. 235), "Debarment and Suspension." SAM Exclusions contains the names
of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared
ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor
certifies that neither it nor its principals are presently debarred, suspended, proposed for
debarment, declared ineligible, or voluntarily excluded from participation by any federal
department or agency.
G. BYRD ANTI -LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Vendors must file
any required certifications. Vendors must not have used federal appropriated funds to pay any
person or organization for influencing or attempting to influence an officer or employee of any
agency, a member of Congress, officer or employee of Congress, or an employee of a member
of Congress in connection with obtaining any federal contract, grant, or any other award
covered by 31 U.S.C. § 1352. Vendors must disclose any lobbying with non-federal funds that
takes place in connection with obtaining any federal award. Such disclosures are forwarded
from tier to tier up to the non-federal award. Vendors must file all certifications and disclosures
required by, and otherwise comply with, the Byrd Anti -Lobbying Amendment (31 U.S.C. §
1352).
H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Vendor must comply with
the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor further certifies
that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after
grantees or subgrantees submit final expenditure reports or quarterly or annual financial
reports, as applicable, and all other pending matters are closed.
I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Vendor
must comply with the mandatory standards and policies relating to energy efficiency which are
contained in the state energy conservation plan issued in compliance with the Energy Policy
and Conservation Act.
J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Vendor must comply
with all applicable provisions of the Buy American Act. Purchases made in accordance with the
Buy American Act must follow the applicable procurement rules calling for free and open
competition.
K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Vendor agrees that duly authorized
representatives of a federal agency must have access to any books, documents, papers and
records of Vendor that are directly pertinent to Vendor's discharge of its obligations under this
Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right
also includes timely and reasonable access to Vendor's personnel for the purpose of interview
and discussion relating to such documents.
Rev. 10/2020 16
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
122220-CCR
L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is
a state agency or agency of a political subdivision of a state and its contractors must comply
with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation
and Recovery Act. The requirements of Section 6002 include procuring only items designated in
guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the
highest percentage of recovered materials practicable, consistent with maintaining a
satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the
value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring
solid waste management services in a manner that maximizes energy and resource recovery;
and establishing an affirmative procurement program for procurement of recovered materials
identified in the EPA guidelines.
22. CANCELLATION
Sourcewell or Vendor may cancel this Contract at any time, with or without cause, upon 60
days' written notice to the other party. However, Sourcewell may cancel this Contract
immediately upon discovery of a material defect in any certification made in Vendor's Proposal.
Cancellation of this Contract does not relieve either party of financial, product, or service
obligations incurred or accrued prior to cancellation.
Sourcewell Club Car, LLC
DocuSigned by:
By: COFD2A139DD6489...
Jeremy Schwartz
Title: Director of Operations &
Procurement/CPO
1/25/2021 1 11:45 AM CST
Date:
Approved:
EDocuSigned by:
Y• 7E42BSF... 817A64CC
Chad Coauette
Title: Executive Director/CEO
2/10/2021 1 11:06 AM CST
Date:
DocuSigned by:
N�tr
B3849D07B8784C1...
By:
Jeff Miller
Title: Director of Sales Global Strategic
Accounts and Custom Solutions
Date: 2/10/2021 1 9:04 AM PST
Rev. 10/2020 17
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
RFP 122220 - Utility, Transport, Golf, and Recreation Vehicles with
Related Accessories, Equipment, and Services
Vendor Details
Company Name:
Club Car, LLC.
4125 Washington Road
Address:
Evans, GA 30809
Contact:
David Peterson
Email:
david.peterson@clubcar.com
Phone:
706-421-7875
Fax:
877-403-2577
HST#:
13-3488925
Submission Details
Created On:
Wednesday November 04, 2020 12:26:41
Submitted On:
Tuesday December 22, 2020 00:27:35
Submitted By:
David Peterson
Email:
david.peterson@clubcar.com
Transaction #:
433cc578-97eb-4010-982d-a09a16de86bb
Submitter's IP Address:
50.228.56.250
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
Specifications
Table 1: Proposer Identity & Authorized Representatives
General Instructions (applies to all Tables) Sourcewell prefers a brief but thorough response to each question. Please do not merely
attach additional documents to your response without also providing a substantive response. Do not leave answers blank; mark "NA" if
the question does not apply to you (preferably with an explanation).
Line
Item
Question
Response*
1
Proposer Legal Name (and
Club Car LLC
applicable d/b/a, if any):
2
Proposer Address:
4125 Washington Road
Evans, GA 30809
3
IProposer website address:
www.clubcar.com
4
Proposer's Authorized
Jeff Miller
Representative (name, title,
Director of Sales, Global Strategic Accounts and Custom Solutions
address, email address & phone)
4125 Washington Road
(The representative must have
Evans, GA 30907
authority to sign the "Proposer's
jcmiller@irco.com
Assurance of Compliance" on
706.414.8212
behalf of the Proposer and, in the
event of award, will be expected
to execute the resulting contract):
5
Proposer's primary contact for this
David Peterson
proposal (name, title, address,
Strategic Account Manager
email address & phone):
4125 Washington Road
Evans, GA 30809
david.peterson@clubcar.com
706-421-7875
6
Proposer's other contacts for this
N/A
proposal, if any (name, title,
address, email address & phone):
Table 2: Company Information and Financial Strength
Line
Item
Question
Response*
7
Provide a brief history of your company,
Ingersoll Rand was established in 1905. The company history can be found here:
including your company's core values,
https:Hcompany.ingersollrand.com/company/company-history.htmi
business philosophy, and industry longevity
Club Car had a humble beginning in 1958 in Augusta Georgia as a golf car
related to the requested equipment, products
manufacturer. For over 60 years we have been the industry -leading developer of
or services.
innovation and design, in golf cars, commercial utility vehicles and personal -use
transportation. As the global leader of electric vehicles every detail of design,
fabrication and assembly is executed with an uncompromised desire for superior
performance.
Our Values: Integrity, Respect, Teamwork, Innovation, and Courage
As a global leader in "Small Task Oriented Vehicles" we have demonstrated an
unparalleled ability to deliver on projects of the scope and design of this RFP. We
do so by detailing a comprehensive road map that merges transportation strategy,
safety, and total cost of ownership through sustainable practices. The foundation of
our roadmap lies within three pillars we focus on daily; expertise, a focused
distribution channel (selling agents), with dedicated areas of responsibility; and
products with proven track records far exceeding expectations.
8
What are your company's expectations in the
The expectation for the award is to align Club Car with Sourcewell to further
event of an award?
strengthen our relationships with governmental agencies through cooperative
purchasing resulting in a mutually beneficial partnership. We want to achieve
continued growth within our government business sectors and the potential of being
recognized as the preferred supplier of golf cars and small task orientated utility
vehicle solutions for Sourcewell and its members. We are seeking a partnership
focused on providing value to a diverse group of participating entities. We would be
looking to Sourcewell to assist Club Car with encouraging States around the country
to adopt our new Sourcewell contract as the State's Contract for our type of products.
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
9
Demonstrate your financial strength and
See uploaded file "IR - Club Car - D&B Report 12-4-20.pdf'
stability with meaningful data. This could
include such items as financial statements,
SEC filings, credit and bond ratings, letters
of credit, and detailed reference letters.
Upload supporting documents (as applicable)
in the document upload section of your
response.
10
What is your US market share for the
We would estimate our market share to be over 25% in our commercial key markets
solutions that you are proposing?
like education, government and municipalities — higher in our core Carryall 4x2,
Villager multi -passenger and 411 electric truck; lower in our AWD offering due to
Club Car not participating in the larger market consumer 4x4 products.
11
What is your Canadian market share for the
Our market share in Canada would be similar to that in the US.
solutions that you are proposing?
12
Has your business ever petitioned for
No
bankruptcy protection? If so, explain in detail.
13
How is your organization best described: is it
Club Car is the manufacturer of small task orientated vehicles.
a manufacturer, a distributor/dealer/reseller, or
Club Car believes in a consultative sales approach with customers utilizing our
a service provider? Answer whichever
Authorized Dealer Network (selling agents) for execution. Our strategy is for the
question (either a) or b) just below) best
Dealer network (independently owned selling agents) to work with the public entity to
applies to your organization.
identify customer needs and to develop solutions to solve problems and increase
a) If your company is best described as a
efficiencies. Through this consultative approach, the public entity purchases the
distributor/dealer/reseller (or similar entity),
product and or service from the local Authorized Club Car Dealer (selling agent) or
provide your written authorization to act as a
in certain circumstances direct from Club Car. Vehicles will ship from Manufacturing
distributor/dealer/reseller for the manufacturer
Plant in Evans, GA to local Authorized Club Car dealer network for prepping/setup
of the products proposed in this RFP. If
and final delivery.
applicable, is your dealer network
All service will be performed by local independently owned Authorized Club Car
independent or company owned?
Dealer (selling agent)
b) If your company is best described as a
• By utilizing our extensive independently owned Authorized Dealer Network
manufacturer or service provider, describe
(selling agents) we are able to provide top quality service at a competitive cost.
your relationship with your sales and service
force and with your dealer network in
delivering the products and services proposed
in this RFP. Are these individuals your
employees, or the employees of a third party?
14
If applicable, provide a detailed explanation
Club Car maintains state manufacturing licenses required for manufacturing of Club
outlining the licenses and certifications that
Car products. In addition, Club Car maintains all business licenses required by
are both required to be held, and actually
applicable jurisdictions. Club Car does not utilize subcontractors or 3rd parties in
held, by your organization (including third
the manufacturing or production of its products contemplated by this RFP.
parties and subcontractors that you use) in
pursuit of the business contemplated by this
RFP.
15
Provide all "Suspension or Debarment"
N/A
information that has applied to your
organization during the past ten years.
Table 3: Industry Recognition & Marketplace Success
Line
Item
Question
Response
16
Describe any relevant industry awards or
Club Car has been recognized by APPA, Higher Ed Facilities and a host of other
recognition that your company has received
organizations with in the golf space. Ingersoll Rand our parent company recently
in the past five years
recognized by PDJ for Innovation in Diversity and Inclusion. Ingersoll Rand awarded
World Environment Center's 2019 Gold Medal Award for International Sustainable
Development. Over the years Ingersoll Rand has been awarded Climate Leadership
Awards with the most recent being Excellence for Greenhouse Gas Management by
the EPA.
17
What percentage of your sales are to the
We estimate that approximately 8 — 10% of our commercial revenues are from the
governmental sector in the past three years
governmental sector.
18
What percentage of your sales are to the
We estimate that approximately 12 — 15% of our commercial revenues are from the
education sector in the past three years
education sector.
19
List any state, provincial, or cooperative
City of Kansas City/OMNIA Partners - Approximately $60M for the past 3 years.
purchasing contracts that you hold. What is
South Carolina State Contract - Approximately $805k
the annual sales volume for each of these
contracts over the past three years?
20
List any GSA contracts or Standing Offers
Club Car does not hold a GSA contract. We partner with a 3rd party to list our
and Supply Arrangements (SOSA) that you
vehicles on their contract. Sales volume for the last 3 years is approximately
hold. What is the annual sales volume for
$10.1 M. Club Car does hold the AFNAF Contract and sales volume for the last 3
each of these contracts over the past three
years is approximately $8.69M
years?
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
Table 4: References/Testimonials
Line Item 21. Supply reference information from three customers who are eligible to be Sourcewell participating entities.
Entity Name*
Contact Name *
Phone Number*
University of Arizona
Elton Crawford
520-621-6924
Georgia College & State University
Mark Meeks
478-445-4458
Indiana University
Stephen Roach
317-274-5031
City of San Bernardino Municipal Water Dept.
Joseph Hanford
909-453-6223
Table 5: Top Five Government or Education Customers
Line Item 22. Provide a list of your top five government, education, or non-profit customers (entity name is optional),
including entity type, the state or province the entity is located in, scope of the project(s), size of transaction(s), and dollar
volumes from the past three years.
Entity Name
Entity Type *
State / *
Province
Scope of Work *
Size of Transactions *
Dollar Volume Past Three
Years
City of Amarillo
Government
Texas - TX
Fleet of Golf Cars for multiple
247 vehicles
$1.21 M
city courses
City of Arlington
Government
Texas -TX
Fleet of Golf Cars for multiple
297 vehicles
$1.20M
city courses
City of Phoenix
Government
Arizona - AZ
Fleet of Golf Cars for multiple
224
$890k
city courses
City of
Government
Illinois - IL
Fleet of Golf Cars for multiple
186
$811 k
Springfield
city courses
San Diego
Education
California - CA
Multiple utility vehicles for use
48
$689k
State University
around campus
Table 6: Ability to Sell and Deliver Service
Describe your company's capability to meet the needs of Sourcewell participating entities across the US and Canada, as applicable. Your
response should address in detail at least the following areas: locations of your network of sales and service providers, the number of
workers (full-time equivalents) involved in each sector, whether these workers are your direct employees (or employees of a third party),
and any overlap between the sales and service functions.
Line Question Response*
Item
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
23 Sales force. Club Car has over 100 Sales employees in North America. They are spread out
across United States and Canada, based on size and scope of territory.
Club Car Corporate office:
Georgia:
4124 Washington Road
Evans GA, 30809
800-258-2227
Club Car US Branches
California:
1203 Hall Ave
Riverside, CA 92509
Tel: (951) 735-4675
Connecticut:
72 Grays Bridge Road
Brookfield, CT 06804
Tel: (203) 740-7044
Texas:
4840 Mark IV Parkway
Fort Worth, Texas 76106
Tel: (817) 378-8157
Pennsylvania/New York/West Virginia:
2400 Ansys Dr., Suite 102
Canonsburg, PA 15317
Tel: (724) 348-3560
Club Car Canada Branches:
Alberta:
#104-2926 Kingsview Blvd. S.E.
Airdrie, Alberta T4A 01-15
Tel: (587) 775-0915, 0916, 0917, 0918
Toll Free Tel: (800) 828-6926
Fax: (587) 775-0942
Toronto:
51 Worscester Road
Toronto, ON M9W 4K2
Tel: (519) 623-2000
Fax: (519) 622-8186
24 Dealer network or other distribution methods. Dealer Network (Selling Agents): The backbone of our organization's roadmap relies
on one of our greatest strengths. We have the strongest dealer channel in the small
task oriented vehicle industry. We have a premier group of dealers that have direct
areas of responsibility, meaning that they are contractually obligated to sell and service
in an "Area of Responsibility" (AOR). Each of these dealers are managed by our
Club Car Regional Managers and all have "outside" sales representation as opposed
to being retail only outlets which is more common in the small wheel vehicle industry.
Standard work for these dealer reps to call on all institutions of higher learning and
public agencies within their AOR to listen to stakeholder's individual needs, and to
recommend solutions. Our Club Car Regional Managers monitor the dealer's success
based on the principals of premier service and continued development and support of
their assigned territory. These assessments are constant and continuous, allowing us to
work directly with dealers to share best practices, insure quality service and to deliver
superior solutions to our end users. Club Cars expansive independently owned
Authorized Dealer Network (selling agents) with locations throughout North America
gives our customers the quick reliable service they deserve. Our Dealer technicians
are factory trained and most locations have excellent parts stock on hand to better
service our customers.
25 Service force. Service will be available through our Club Cars expansive independently owned
Authorized Dealer Network (selling agents) with locations throughout North America
gives our customers the quick reliable service they deserve.
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
26
Describe in detail the process and
Customer service begins with our strong parts network. Club Car maintains a parts
procedure of your customer service
inventory of approximately $12M at its Appling, Georgia location and has a 95% fill
program, if applicable. Include your
rate. Club Car Authorized Dealers also stock parts locally. Club Car's Authorized
response -time capabilities and
Dealer Network and Club Car's Factory Direct Service Technicians provide both parts
commitments, as well as any incentives that
and routine vehicle services across all areas of North America. Parts will be provided
help your providers meet your stated
within 5 days of the request with the exception of a parts availability issue. All out of
service goals or promises.
stock parts will be prioritized from our corporate headquarters and updates will be
communicated along the way.
Club Car, can provide product support in regards to order processing, service parts
identification and order tracking via a single point of contact by emailing all inquiries
to rental@clubcar.com or by calling 706-955-0254, hours of 8am-5pmEST, Monday -
Friday. Response time, 24 hours after receipt. Technical Support inquiries are
supported via a single point of contact by emailing all inquiries to
producttechnicalsupport@clubcar.com or by calling 706-955-0264, hours 8am-5pm EST,
Monday- Friday. For onsite and/or shop repairs the Sourcewell member will need to
schedule an appointment directly with local Club Car Authorized Dealer's (selling
agent) service department. In most cases either Club Car or our local Dealer offer
service contracts that would create a path for regularly scheduled preventative
maintenance, reducing the need for unscheduled repairs, and/or a fast -tracked service
calls. Service needs for those without a service contract are scheduled at the earliest
available time.
For larger Sourcewell members who employee their own service team, onsite or on-
line training can be provide. In addition suggested parts stocking lists can be
provided to assist with both preventive maintenance and common repair items
reducing the lead time on parts. Club Car offers a full line of repair and part
manuals for all the products we sell.
27
Describe your ability and willingness to
Club Car Inc. is eager to proudly serve customers throughout United States with
provide your products and services to
planned and unplanned needs.
Sourcewell participating entities in the
United States.
28
Describe your ability and willingness to
Club Car Inc. is eager to proudly serve customers throughout Canada with planned
provide your products and services to
and unplanned needs. Club Car has the unique ability to provide Canada wide Utility
Sourcewell participating entities in Canada.
vehicle solutions directed by one Nationwide strategic account identity via (2)
Canadian based Regional Sales Managers. The Regional personnel manage a
network of Canadian Dealers purposefully located across the country to better serve
Sourcewell Member. We produce a Canadian version of our price book in Canadian
dollars and offer Sourcewell member agencies our full array of products and services
through our network of local dealers (selling agents) across the provinces in Canada.
29
Identify any geographic areas of the United
Club Car will service all geographic areas of the United States and Canada
States or Canada that you will NOT be fully
serving through the proposed contract.
30
Identify any Sourcewell participating entity
Club Car will fully service all government, education, non-profit and any other
sectors (i.e., government, education, not -for-
Sourcewell eligible entities.
profit) that you will NOT be fully serving
through the proposed contract. Explain in
detail. For example, does your company
have only a regional presence, or do other
cooperative purchasing contracts limit your
ability to promote another contract?
31
Define any specific contract requirements or
N/A
restrictions that would apply to our
participating entities in Hawaii and Alaska
and in US Territories.
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
Table 7: Marketing Plan
Line
Item
Question
Response*
32
Describe your marketing strategy for
1. Club Car will advertise in national publications - Government Product News and
promoting this contract opportunity.
American City & County. Club Car participates in two national trade shows — NIGP Show
Upload representative samples of your
and Government Fleet Expo. Along with the national shows, Club Car will also be involved
marketing materials (if applicable) in
in local, regional, state and federal trade shows throughout the year.
the document upload section of your
response.
2. Club Car will utilize internal bulletins, conference calls, webinars, sales meetings, web
based notifications and work with Sourcewell representatives to educate our sales force
about the Master Agreement. We have extensive experience in ensuring a robust
relationship between a co-op partner like Sourcewell and our Authorized Dealer Network
(selling agents). This level of engagement ensures a quick contract uptake and superb
contract term execution at a local level.
3. Banner ads, print ads, web ads, trade shows and face to face communications will
be utilized to promote the Sourcewell Contract to participating Public Agencies. We have
a very experienced sales force that will be influencing our Authorized Dealer Network (sales
agents) to proactively promote this contract in a professional manner.
See upload for a sample of our marketing sales brochure.
33
Describe your use of technology and
At Club Car we are active on Facebook, Instagram, Twitter and Linkedln to actively engage
digital data (e.g., social media,
potential customers and current users with our products, offerings and financing deals. We
metadata usage) to enhance
also leverage email marketing to potential customers on a monthly basis. We launched a
marketing effectiveness.
digital sales app as a sales enablement tool to allow our field sales and dealers to easily
share marketing materials with potential customers. Lastly we use Google Analytics to
consistently monitor traffic to our webpage and our online configurator which allows users to
build, configure and price vehicles.
34
In your view, what is Sourcewell's role
We believe Sourcewell is responsible for working with us and our Dealer Channel (sales
in promoting contracts arising out of
agents) to promote our contract. We will work closely with Sourcewell to ensure both
this RFP? How will you integrate a
organizations can articulate and promote the value proposition of each other to public
Sourcewell-awarded contract into your
entities. Club Car has a proven record promoting and selling our products by utilizing
sales process?
cooperative contracts. We plan on leveraging that success to the Sourcewell contact and
increase sales for both organizations. Also see our response to question # 32.
35
Are your products or services
Currently not available.
available through an e-procurement
ordering process? If so, describe your
e-procurement system and how
governmental and educational
customers have used it.
Table 8: Value -Added Attributes
Line Question
Item
36 Describe any product, equipment,
maintenance, or operator training
programs that you offer to
Sourcewell participating entities.
Include details, such as whether
training is standard or optional,
who provides training, and any
costs that apply.
Response*
Club Car and its Authorized Dealer Channel hold Product Training and Customer Experience
events throughout the year and any current customer or potential customer can attend these
events at the corporate training facilities (costs will be published at the beginning of each
year), Club Car Branch locations or at service dealer locations. The Club Car servicing
dealer (selling agent) provides base vehicle operation and maintenance training as part of
the purchase and delivery. Additional training can be purchased through the local dealer
(selling agent).
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01B6-755E-475C-955E-7A258444108D
37
Describe any technological
Club Car, one of the most respected names in the golf industry, is the world's largest
advances that your proposed
manufacturer of small -wheel, zero -emissions electric vehicles.
products or services offer.
We're also recognized as an innovation leader. The VisageTM Mobile Golf Information System
(Connectivity) is the latest in a long line of technical advances that improve the golfer's
experience and help courses operate more efficiently.
Connectivity/Infused Tech nology/Telematics/Car Control/Real Time Fleet Health
Assessments: As the innovation leader in this space we have the ability to offer a
connected car fleet to all of the public agencies in the program. The system is currently
available for new vehicles. The technology is best described in three categories: car tracking,
car control and power.
o Car Tracking offers: real-time vehicle position, vehicle drive history, locate a car
functionality and real-time messaging.
o Car Control offers: action zone speed control — we can actually set up zones around
campus where you can set speed zones and if the car enters a defined area it will slow to
your desired speed (think busy quads, high traffic areas, blind spots), action zone
messaging, fleet lockdown, geofencing, cart path only, anti -tamper functionality, set maximum
speeds, in -car notifications.
Power offers: real-time battery status, on -charge status, low battery notifications, odometer,
amp ours reporting (think vehicle use load balancing to maximize fleet longevity), charge
faults/interrupts
o Connectivity is the future within campus fleet environments, from a safety, liability,
productivity, and environmental standpoint. We have the ability to scale with Public Agencies
as they find value in these technologies.
38
Describe any "green" initiatives
Club Car is very active in supporting our commercial vertical markets focusing on
that relate to your company or to
sustainability with electric vehicles and our best in class reliability and durability. Club Car is
your products or services, and
one of the largest electric small wheel vehicle manufactures and has been a strong voice in
include a list of the certifying
enabling new technology focusing on improving operations and end customer satisfaction.
agency for each.
Our company is very focused on our CRSA community and annually raised over $1 M with
our partnership with United Way. In the last couple of years, Club Car has introduced a
Grant Program focused on sustainability where universities across the US and Canada send
in their application to win a new Club Car vehicle — with this year's winner being the
College of Charleston. We have worked with commercial customers on autonomy solutions
and new innovation to help achieve their own sustainability efforts. Club Car is the market
leader in golf and consumer vehicles and has received numerous awards and
acknowledgements on green initiatives such as Lithium, Tempo Walk from the golf industry
(PGA, Golf Digest, GSCAA). We have CARB certification on our Club Car electric vehicles
including the Club Car 411 Electric Truck.
39
Identify any third -party issued eco-
Club Car designs, tests and manufacturers our vehicles to the highest of standards. Our
labels, ratings or certifications that
Club Car vehicles are CARB certified and we maintain that status on our vehicles — which
your company has received for the
we see as a high mark for sustainability.
equipment or products included in
your Proposal related to energy
efficiency or conservation, life -cycle
design (cradle -to -cradle), or other
green/sustainability factors.
40
Describe any Women or Minority
Not Applicable
Business Entity (WMBE), Small
Business Entity (SBE), or veteran
owned business certifications that
your company or hub partners
have obtained. Upload
documentation of certification (as
applicable) in the document upload
section of your response.
41
What unique attributes does your
From our beginning in 1958 Club Car has definitely grown in golf but through our many
company, your products, or your
features and benefits and dealer outlets, Club Car Utility vehicles are used throughout the
services offer to Sourcewell
world and have gained a tremendous reputation. With the array of Utility products and our
participating entities? What makes
quality reputation Club Car has also become the largest manufacturer in the world of Light /
your proposed solutions unique in
Mid- Range Utility vehicles. Club Car offers a full range of vehicle solutions to meet the
your industry as it applies to
needs of Sourcewell's participating entities. We have the broadest product offering from
Sourcewell participating entities?
small 4 passenger vehicles, to light utility work vehicles, to heavier duty 4x4s and finally an
all new % ton electric truck. We feel not only our products, but our vast dealer network that
can support our end customers' needs is a big advantage to what Club Car can offer to the
market. Club Car is a leading brand known for quality and reliability, so your customers
have more peace of mind knowing a Club Car product will deliver. We can customize our
offerings to the customer's needs and offer that service through this agreement. We are
truly excited about the opportunity to work with Sourcewell!
We design our products with the understanding that many people will be driving them thus
we pay close attention to all areas of the vehicles to insure safety standards are built into
the quality.
Today, we manufacture over 700 vehicles a day with capacity of 1,000 vehicles a day out of
Augusta Georgia, and ship products throughout the world. We have come a long way over
the years and are very proud to have built a reputation for producing high quality, safe,
reliable transportation and utility vehicles in the world.
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01B6-755E-475C-955E-7A258444108D
Listed below are several points on what makes our products unique and how they will
benefit Sourcewell members.
• Exclusive Feature/Aircraft Quality 6061 Aluminum: Club Car uses a proven I Beam
constructed Aluminum chassis material. Key benefits are, it is stronger, lighter, and will not
rust when compared to tubular steel chassis. Aluminum allows our customers to continue
rebuilding the product utilizing them for years. Due to our aluminum chassis, Club Car has
thousands of 15-20 year old utility vehicles that are still in service today.
• Factory Technical Training: Club Car performs classes in Augusta Georgia and in the
field which enables our customer and dealer technicians to better understand and
troubleshoot the product.
• Exclusive Feature/Park Brake: Easy to use foot operated park brake allows for easy
engaging and disengaging. The park brake is self- adjusting for cable stretch and brake
shoe wear. The park brake easily releases through the accelerator pedal and brake pedal.
The foot park brake design prevents wearing of brake shoes and driving through a hand
brake design.
• Brakes: 4 wheel self- adjusting drum brakes for sure stopping and less maintenance.
• Rack and Pinion Steering: Club Cars self- adjusting steering is maintenance free and
automatically adjusts the play from the steering wheel to the tire allowing for a sport like
steering feel. In addition the EXCLUSIVE steering column is an automotive design that also
self- adjusts to eliminate up and down play.
• Exclusive Feature/Clutches (CVT): Club Cars (CVT) Continuous Variable Transmission
allows for smooth shifting and excellent power. The Drive Clutch has an EXCLUSIVE self-
adjusting design that eliminates play and rattling of the clutch. The Driven Clutch also has an
EXCLUSIVE self- cleaning wiper ring that allows for consistent smooth shifting, and cleaning
of the shaft. The clutches are maintenance free and designed to work in dusty dirty
environments for many years of maintenance free use.
• Front Body: Designed with the technician in mind for ease of service. Made of
unbreakable painted TPO material, the body comes in 5 standard colors and 1 premium
color. The front body also uses EXCLUSIVE no fasteners and can be dissembled and
reassembled in a matter of seconds.
• Canopy Top: Has heavy duty struts and made of an unbreakable Polyethylene material
and designed so water drains towards the rear of the vehicle and away from the passenger
and load.
• Warranty: BEST IN CLASS. Utility vehicles: 3 years 3000 hour warranty on chassis,
and major components like engine and drive train. Also 2 year or 2000 hours on other
electrical components. 4X4 vehicles have a full 2 year or 2000 hour warranty
• Exclusive Feature/ Rear Cargo Box: Has a pickup truck tailgate designed to open and
close with one hand. The Rugged aluminum rear box has a rhino bed to deaden noise and
exclusive ridges on the side of the box allowing for attachments to be added and providing
safe locations for carrying products such as rakes, shovels, weed eaters etc.
• Ergonomically friendly: We built the dash like a pickup truck allowing easy reach to
shifter, switches, and viewing of gauges. In addition we added a standard 12 volt power
point to charge cell phones. Shelves are designed to carry radios, I pads and cell phones.
We built the dash area with the customer in mind allowing less driving fatigue during the
work day.
• Exclusive Feature/ Front suspension: Club Car has the tightest turning circle (20 feet) in
the industry allowing easy, safe, maneuvering in tight spaces. In addition our camber and toe
in adjustment feature improves tire life and less tire wear. The combination of our
independent front suspension and 6 ply/ 20 inch tires, allow the driver and passenger to
experience an incredibly smooth ride.
• Exclusive Feature/ Kohler Overhead Cam Engine with EFI: Club Car is the first
manufacturer to introduce (OHC) Overhead Cam engine technology with (EFI) Electronic Fuel
Injection in a light duty/ mid- range utility product line. The advantages are many. The OHC
engine brings greater horse power and torque along with improved fuel efficiency by 50%
over our prior engine design. OHC brings the lowest emissions in this category, less
maintenance, cooler running engine design, longer engine life, improved cold weather starting,
no choke cables to break, no carburetor with jets to plug up causing the car not to start.
Basically the fuel system is electronically controlled just like an automobile.
• Exclusive Feature/ Transaxle: Easy to shift rear transaxle which has a true neutral. The
vehicle has a service switch that allows safe servicing of the engine without having to lift the
vehicle off the floor.
• Exclusive Feature/ Modular Cab: Club Cars module cab allows you to build the cab
with the components you require. Example you can start with just the cab frame which is
ROPS approved. From there you can add a canopy, doors, windshield and wipers, S-Par
Heater, and many other accessories. The cab is built exclusively for Club Car by Curtis Cab.
• Dealer Network: Club Cars expansive Authorized Dealer Network of over 600 locations
gives our customers the quick reliable service they deserve. Our Dealer technicians are
factory trained and most locations have excellent parts stock on hand to better service our
customers.
• Service Parts Availability: Club Car has more than 12,500 separate SKUs in our
brand new 550,000 square foot service parts warehouse located in Appling GA.
• Connectivity/Infused Tech nology/Telematics/Car Control/Real Time Fleet Health
Assessments: As the innovation leader in this space we have the ability to offer a
connected car fleet to all of the public agencies in the program. The system is currently
available for new vehicles. The technology is best described in three categories: car tracking,
car control and power.
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01B6-755E-475C-955E-7A258444108D
— Car Tracking offers: real-time vehicle position, vehicle drive history, locate a car
Functionality and real-time messaging.
"* Car Control offers: action zone speed control — we can actually set up zones around
campus where you can set speed zones and if the car enters a defined area it will slow to
your desired speed (think busy quads, high traffic areas, blind spots), action zone
messaging, fleet lockdown, geofencing, cart path only, anti -tamper functionality, set maximum
speeds, in -car notifications.
Power offers: real-time battery status, on -charge status, low battery notifications, odometer,
amp ours reporting (think vehicle use load balancing to maximize fleet longevity), charge
faults/interrupts
- Connectivity is the future within campus fleet environments, from a safety, liability,
productivity, and environmental standpoint. We have the ability to scale with Public Agencies
as they find value in these technologies.
• Custom Vehicles that are Fit to Individual Tasks:
Club Car provides vehicles that are specifically designed, tested and proven to both
maximize worker safety and productivity and reduce the added costs and time to build on
very unique vehicles. We have the following vehicles already in mass production: ambulance,
trash dump, facilities -engineering, housekeeping, food service, security, grounds maintenance,
refuse removal, ADA compliant transportation, and a vehicle with an 18 foot aerial scissor -lift.
These vehicles are standard, easily quotable with reduced lead times.
• Leasing Programs:
"* We can provide education on leasing and maximizing budgets with business partners
that deal with public entities and possible non -appropriation of funds clauses. We continue to
have great success, based on each individual public agencies strategies when it comes to
enhancing a consistent cost of ownership when you tie a lease term with our best -in -industry
warranty. We have individuals that can visit each public agency or put together seminars or
web conferences for simply continuing education on these subjects
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01B6-755E-475C-955E-7A258444108D
Table 9: Warranty
Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims procedure,
and overall structure. You may upload representative samples of your warranty materials (if applicable) in the document
upload section of your response in addition to responding to the questions below.
Line
Item
Question
Response*
42
Do your warranties cover all products, parts, and
Club Car, LLC ("Club Car") hereby warrants to the original purchaser or
labor?
lessee, as those terms are defined herein, and subject to the provisions,
limitations and exclusions in this limited warranty, that its new vehicle or new
component purchased from Club Car or an Authorized Dealer or Distributor
shall be free from defects in material and workmanship under normal use
and service for the periods stated below, subject to the provisions, limitations
and exclusions in this limited warranty. This limited warranty covers material,
workmanship and repair labor cost as to those items specifically listed below
for the periods specified. Such repair labor shall be performed only by Club
Car, its Authorized Dealers or Distributors, or a service agency approved by
Club Car. For repairs made by qualified technicians other than Club Car's
factory technicians or an Authorized Dealer or Distributor, Club Car will
provide only the replacement parts or components. If the warranty registration
form is not completed and returned to Club Car at the time of the original
retail sale, the Purchaser must provide proof of date of purchase with any
warranty claim.
43
Do your warranties impose usage restrictions or
Yes, per warranty exclusions section of the warranty agreement.
other limitations that adversely affect coverage?
44
Do your warranties cover the expense of
Yes per the applied Club Car warranty labor rate and travel coverage which
technicians' travel time and mileage to perform
must be submitted through the WMS (Warranty Management System)
warranty repairs?
45
Are there any geographic regions of the United
Service is managed through our Club Car Dealer Channel (Selling Agents) to
States or Canada (as applicable) for which you
support warranty repairs. The Sourcewell participating entities will need to
cannot provide a certified technician to perform
work directly with the closest Club Car Dealer for any warranty repairs. Club
warranty repairs? How will Sourcewell participating
Car and its commercial dealer network is capable of providing certified
entities in these regions be provided service for
technical support Canada Wide. It must be noted that the timeliness of this
warranty repair?
certified service to remote locations ( predominantly the northern regions of
provinces) may not be a prompt as accepted or required. In these cases,
alternative solutions can be derived. As examples; shipment of warranty
replacement parts for local installation, customer technical product training,
sublet technical support.
46
Will you cover warranty service for items made by
No, This and any other warranty shall be void if the vehicle or component is
other manufacturers that are part of your proposal,
damaged, involved in an accident, abused or used in an unintended manner
or are these warranties issues typically passed on
or shows indications that it has been altered in any way, including, but not
to the original equipment manufacturer?
limited to, modification of the speed governor, braking system, steering,
transaxle, or other operating systems of the car to cause it to perform
outside club car specifications. The warranty is likewise void if the vehicle
shows indications that reasonable or necessary maintenance as outlined in
the operator's manual and maintenance and service manual was not
performed at the time and in the manner specified in such manuals.
47
What are your proposed exchange and return
Club Car warranty system automatically generates a part return request in
programs and policies?
the "Due Parts" Inbox for the part that is required for return/inspection prior to
processing a claim. All parts that are not required to be returned at the time
of claim submission must be held for 90 days from that date. Club Car
reserves the right to request for any part(s) submitted under a claim within
90 days of the claim submission date. All warranty parts must be properly
identified with a "Warranty Part Identification Tag" (WRT23307WT) and every
package or shipment must be identified with a "Warranty Return Label"
(WRT23311 WL) before returning them to Club Car for review. These labels
and tags can be ordered free of charge from service parts are stated in
service bulletin 10-001. If a part requested by Club Car is not returned within
the specified term in the warranty system, the claim will be denied.
Part(s) from a denied warranty claim may be requested for return at the
dealer's expense. The request must be made in writing to the Warranty
department within 30 days from the claim denial date. Warranty department
will scrap all parts that are not requested for return after 30 days from the
claim denial date. Warranty does not cover vehicle or non club car parts
return or exchanges.
48
Describe any service contract options for the items
Service agreements/contracts are managed and owned directly through our
included in your proposal.
Club Car Dealer Channel (Selling Agents) and will vary from Dealer to
Dealer. Service agreements/contracts are available only in factory direct areas
for Fleet Golf Customers.
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
Table 10: Payment Terms and Financing Options
Line
Item
Question
Response*
49
What are your payment terms (e.g., net 10, net 30)?
Payment terms with Club Car are net 30. Payment terms with our
Dealer Channel (Selling Agent) will vary by Dealer.
50
Describe any leasing or financing options available for use
Financing options and leasing solutions are available:
by educational or governmental entities.
Operating Leases and Conditional Sales Contracts are available
through Club Car's 3rd party preferred financing partners with terms
up to 60 months. Leasing may also be provided direct through Club
Car Authorized Dealer's (Selling Agent) third party preferred financing
provider. Sourcewell members will work with their local Club Car
Authorized Dealer (Selling Agent) to see what options are available.
Club Car can also provide education to Sourcewell members on
leasing and maximizing budgets with business partners that deal with
public entities and possible non -appropriation of funds clauses. We
continue to have great success, based on each individual public
agencies strategies when it comes to enhancing a consistent cost of
ownership when you tie a lease term with our best -in -industry
warranty. We have individuals that can visit each public agency or
put together seminars or web conferences for simply continuing
education on these subjects
51
Briefly describe your proposed order process. Include
Our Club Car Dealer Network (Selling Agents) will be handling the
enough detail to support your ability to report quarterly
sales from Sourcewell members and our dealers will be quoting the
sales to Sourcewell as described in the Contract template.
vehicle(s) as well as receiving the payment from the Sourcewell
For example, indicate whether your dealer network is
member. As our dealers are working with their customers they will
included in your response and whether each dealer (or
determine if the local agency is already a Sourcewell member or
some other entity) will process the Sourcewell participating
not. If they need to sign-up, our dealers will be educated in the
entities' purchase orders.
application process and can help their customer complete the
membership application as well as have support from our Club Car
personnel should they require any additional assistance.
Our Dealer Network (Selling Agents) will be aware of the Sourcewell
contract pricing and the discount structure that will need to be
passed on to their customers. This information will be published as
an internal bulletin on our Club Car Dealer Portal as well as
provided in writing and focused on during all dealer trainings. They
will work up a quote for the Sourcewell member. All documents will
have the Sourcewell member number and the Club Car contract
number. Once the Sourcewell member approves the quote the dealer
will order the equipment from Club Car. When the equipment arrives,
the dealer will prep/assemble the unit and deliver it to their customer.
The dealer will review operating instructions with the customer and fill
out the warranty registration within the Club Car system. The
Sourcewell member will pay the dealer for the purchase. The
Dealership will settle the equipment and upload the purchase order
(if available) and a copy of the dealer quote into the Club Car order
system, which will contain the member number, contract number and
serial number for auditing purposes. Each quarter the Club Car
Strategic Account Manager will run a Sourcewell report on all sales.
The Strategic Account Manager will verify that the dealership
information (from the settlement system) is correct and then file a
quarterly sales report and pay the administration fee to Sourcewell.
52
Do you accept the P-card procurement and payment
Yes, P-cards are accepted for payment but are at the local dealer's
process? If so, is there any additional cost to Sourcewell
(selling agents) discretion. There could be a 3% fee of the total
participating entities for using this process?
purchase price for utilizing this type of payment process.
Table 11: Pricing and Delivery
Provide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product adjustments can
be made during the term of an awarded Contract as desribed in the RFP, the template Contract, and the Sourcewell Price and Product
Change Request Form.
Line
Item Question Response*
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
53
Describe your pricing model (e.g., line -item discounts or
Pricing will be updated on a yearly basis at Model Year (typically in
product -category discounts). Provide detailed pricing data
August). Each product will be discounted off Club Car's US or
(including standard or list pricing and the Sourcewell
Canadian Suggested List Price (MSRP) which is published at Model
discounted price) on all of the items that you want
Year per the attached "2021 - Sourcewell - Vehicle Pricing -
Sourcewell to consider as part of your RFP response. If
USA.pdf' or "2021 - Sourcewell - Vehicle Pricing - Canada.pdf'.
applicable, provide a SKU for each item in your proposal.
Any new vehicles that are added to the Club Car lineup will
Upload your pricing materials (if applicable) in the document
automatically be added to the program/contract and discounting will
upload section of your response.
follow the established discount structure listed in the Sourcewell
Pricing Summary page in the pdf files based on the type/category
the vehicle falls under.
Freight for Sourcewell members is FOB Club Car North America
plant (Augusta, GA).
Total final price will include discount off of MSRP list price with
freight from Club Car to local dealer (selling agent), setup/prepping,
surcharge, dealer delivery fee and any other additional costs
associated with the final sale. Same discounting structure matrix will
be used for both United States and Canada.
54
Quantify the pricing discount represented by the pricing
Club Car's proposed discounts off MSRP list will range from 4% to
proposal in this response. For example, if the pricing in
34% depending the vehicle type/category.
your response represents a percentage discount from MSRP
or list, state the percentage or percentage range.
55
Describe any quantity or volume discounts or rebate
Volume discounts will be reviewed and evaluated on a case by case
programs that you offer.
basis. Our Club Car dealers are authorized, at the dealer's
discretion, to provide
additional discounts at the local level.
56
Propose a method of facilitating "sourced" products or
Any "open market" or nonstandard option" will be quoted at MSRP.
related services, which may be referred to as "open market"
At the dealer's discretion, they may provide additional discounts at
items or "nonstandard options". For example, you may
the local level.
supply such items "at cost" or "at cost plus a percentage,"
or you may supply a quote for each such request.
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
57
Identify any element of the total cost of acquisition that is
NOT included in the pricing submitted with your response.
This includes all additional charges associated with a
purchase that are not directly identified as freight or
shipping charges. For example, list costs for items like pre -
delivery inspection, installation, set up, mandatory training, or
initial inspection. Identify any parties that impose such costs
and their relationship to the Proposer.
Dealers also charge for PDI, Installation & Prepping/Set-up fees.
Vehicles are shipped from the manufacturing facility in Evans, GA to
the local Club Car Authorized Dealer (selling agent) requiring final
assembly by the Authorized Dealer (selling agent).
What the local Club Car Authorized Dealer (selling agent) will charge
will be determined by complexity of final assembly and distance
between their location and customer.
For United States Club Car will implement the following prepping/PDI
fee's for the basic vehicle configurations.
• For Fleet Golf Cars:
o $50 prepping fee
o $150 prepping fee for the Cafe Express
• For Club Car 411 — Truckster Vehicle:
o $600 prepping fee
• For all remaining Commercial Utility Vehicles (2wd & 4x4),
Transportation, Low Speed Vehicles:
• $450 prepping fee for basic vehicles to include canopy top &
windshield installation
• $800 prepping fee for vehicles with the standard basic cab
assembly
• $400 prepping fee for vehicles with the standard van box to be
added in addition to the standard fees listed above if combined with
a cab or canopy top/windshield.
Vehicles that have a higher level of complexity for final assembly
charges will be completely determined by the local Club Car
Authorized Dealer (selling agent).
Our Dealers (selling agents) are all independent businesses. Club
Car cannot dictate to them what to charge beyond the base charge
to install canopy tops, windshields, basic cabs and basic van boxes.
Surcharges if applicable may also be charged along with requests
for additional manuals.
For Canada Club Car will implement the following prepping/PDI fee's
for the basic vehicle configurations (pricing in CAD).
• For Fleet Golf Cars:
o $67 prepping fee
o $202 prepping fee for the Cafe Express
• For Carryall 411 — Truckster Vehicle:
o $808 prepping fee
• For all remaining Commercial Utility Vehicles (2wd & 4x4),
Transportation, Low Speed Vehicles:
• $606 prepping fee for basic vehicles to include canopy top &
windshield installation
• $1,077 prepping fee for vehicles with the standard basic cab
assembly
• $538 prepping fee for vehicles with the standard van box to be
added in addition to the standard fees listed above if combined with
a cab or canopy top/windshield.
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01B6-755E-475C-955E-7A258444108D
58
If freight, delivery, or shipping is an additional cost to the
All Club Car vehicles are shipped from the manufacturing facility in
Sourcewell participating entity, describe in detail the
Evans, GA to the local Club Car Authorized Dealer (selling agent)
complete freight, shipping, and delivery program.
via Club Car Transportation for assembly and then will require final
delivery to the purchasing Public Entity by the Authorized Dealer
(selling agent).
Refer to Freight Rates Schedule for State or Province specific rates,
attached in the pricing section — "2021 Club Car Freight Rates -
Sourcewell - USA.pdf' or "2021 Club Car Freight Rates -
Sourcewell - Canada.pdf'.
Rates will be based on the most current published rates that
Koch/Club Car Transportation establishes on a yearly basis.
Dealers will also charge a local delivery fee.
The following Dealer delivery fees for United States are to be
included in every quote and are on a per vehicle basis:
Distance from Dealer to Final Destination Fee Schedule
0-25 round trip miles $75
26-50 round trip miles $100
51-75 round trip miles $125
76-100 round trip miles $150
101 miles or more $2/mile round trip
The following Dealer delivery fees for Canada are to be included in
every quote and are on a per vehicle basis (pricing in CAD):
Distance from Dealer to Final Destination Fee Schedule
0 - 40.23 km round trip $101
40.24 - 80.47 km round trip $135
80.48 — 120.70 km round trip $168
120.70 — 160.93 km round trip $202
160.94 km or more $2.69/km round trip
59
Specifically describe freight, shipping, and delivery terms or
Shipping and delivery expense calculation method will be used for
programs available for Alaska, Hawaii, Canada, or any
offshore delivery as well as Alaska, Hawaii, and Canada.
offshore delivery.
For Alaska & Hawaii or any offshore deliveries we can quote FCA
Augusta ( Customer pickup ) / FCA Savannah ( we handle container
loading & getting it back to Savannah port ) / CIF Port terms ( we
handle container loading & transportation to named port )
60
Describe any unique distribution and/or delivery methods or
Club Car can offer customers the opportunity to "will call" vehicles
options offered in your proposal.
for an additional cost..
This allows the customer to pick up equipment from the
manufacturing facility in Evans, GA depending on the circumstances.
Table 12: Pricing Offered
Line
Item
The Pricing Offered in this Proposal is:
Comments
61
c. better than the Proposer typically offers to GPOs, cooperative procurement organizations, or state purchasing
The pricing is similar or
departments.
better than most.
Table 13: Audit and Administrative Fee
Line
Item
Question
Response
62
Specifically describe any self -audit process or program that you
All orders submitted by our Dealer Channel (Selling Agents)
plan to employ to verify compliance with your proposed Contract
are required to include documents containing the PO (if
with Sourcewell. This process includes ensuring that Sourcewell
available), a copy of their detailed quote and listing the
participating entities obtain the proper pricing, that the Vendor
contract number along with the Sourcewell member's number
reports all sales under the Contract each quarter, and that the
to be reviewed by our local Club Car Regional Sales
Vendor remits the proper administrative fee to Sourcewell.
Manager for compliance. At the end of every month our
Contract Manger will run a report for all orders under the
program and will spot check most orders for proper pricing
and compliance.
63
Identify a proposed administrative fee that you will pay to
Club Car agrees to pay Sourcewell a 0.75% admin fee for
Sourcewell for facilitating, managing, and promoting the Sourcewell
sales under the contract.
Contract in the event that you are awarded a Contract. This fee is
typically calculated as a percentage of Vendor's sales under the
Contract or as a per -unit fee; it is not a line -item addition to the
Member's cost of goods. (See the RFP and template Contract for
additional details.)
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
Table 14A: Depth and Breadth of Offered Equipment Products and Services
Line
Item
Question
Response
64
Provide a detailed description of the
Club Car, one of the most respected names in the golf industry, is the world's
equipment, products, and services that you
largest manufacturer of small -wheel, zero -emissions electric vehicles.
are offering in your proposal.
Club Car manufactures a full line of golf cars, utility, turf and transportation vehicles.
In addition, Club Car produces multiple hospitality and mobile merchandising vehicles
to support the needs of public agencies. Club Car can offer the following solutions to
public agencies: 2, 4, 6 & 8 passenger vehicles, electric, gas, diesel powered, 2wd,
4wd and cargo carrying vehicles.
The Club Car portfolio includes products for:
Golf Operations: Precedent® & Tempo® golf cars, Carryall® utility vehicles, and
Cafe ExpressTm refreshment centers
Commercial and Business: Street -legal VillagerTm LSVs, Villager and
TransporterTM multi -passenger, and Carryall 4x2 utility vehicles and 4x4 utility vehicles
Custom Solutions & Fit -to -Task Vehicles, where ideas are turned into reality for
colleges and universities, hotels and resorts and many other markets. Our Custom
Solutions Department will work with customers on developing special options for
unique tasks such as ladder rack, special cargo and van boxes, special lighting and
ambulance packages to name a few. We provide vehicles that are specifically
designed, tested and proven to both maximize worker safety and productivity and
reduce the added costs and time to build on very unique vehicles. We have the
following vehicles already in mass production: ambulance, trash dump, facilities -
engineering, housekeeping, food service, security, grounds maintenance, refuse
removal, ADA compliant transportation, and a vehicle with an 18 foot aerial scissor -
lift. These vehicles are standard, easily quotable with reduced lead times.
We're also recognized as an innovation leader. The VisageT"' Mobile Golf
Information System (Connectivity) is the latest in a long line of technical advances
that improve the golfer's experience and help courses operate more efficiently.
Club Car also offers hundreds of accessories and options that let you customize
your golf and utility vehicle to your usage.
65
Within this RFP category there may be
o Fleet Golf Cars
subcategories of solutions. List subcategory
Tempo 2 Passenger, Precedent i2 & Tempo 2 Passenger Lithium Ion
titles that best describe your products and
o Utility Vehicles (2wd Small Bed)
services.
Carryall 100
o Utility Vehicles (2wd Med & Large Bed)
Carryall 300, Carryall 500, Carryall 502, Carryall 550, Carryall 700 & Carryall
900
o Utility Vehicles (4x4/AWD)
Carryall 1500 2WD, Carryall 1500 AWD, Carryall 1500 IntelliTach & Carryall
1700 AWD
o Transportation Vehicles (Villager & Transporter)
Transporter, Transporter XL & Transporter XLC
Tempo 2 (P.O.V.), Tempo 2 + 2 & Tempo 2 + 2 Lithium Ion
Precedent i2 Villager 4, Villager 6 & Villager 8
o Hospitality Vehicles
Caf6 Express
o Low Speed Vehicles (LSVs)
Carryall 510 LSV, Carryall 710 LSV, Villager 2 LSV & Villager 2+2 LSV
o Truckster LSV & Non LSV
Club Car 411 LSV & Club Car 411 Non-LSV
Accessories/Options/Custom Solutions/SVP Parts (ordered w/vehicle)
Service or Replacement Parts
Visage - Connectivity - Telematics
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
Table 148: Depth and 8readth of Offered Equipment Products and Services
Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional
comments in the text box provided, as necessary.
Line Item
Cate or or T pe
Offered
Comments
66
Utility Vehicles
r Yes
Carryall, Transport, Villager & Truckster
r No
67
Task Vehicles
r: Yes
Will be dependent on the vehicle
r No
68
Golf Carts
Yes
Precedent and Tempo & Tempo
r No
Lithium
69
Low -speed Vehicles (LSV)
r Yes
Carryall LSV, Villager LSV and
r No
Truckser LSV
70
Parking Enforcement
r Yes
Available on multiple Carryall vehicles
r No
71
Patrol and EMS Solutions
r Yes
Available on multiple Carryall vehicles
r No
72
Passenger Shuttles
r Yes
Transporter Vehicles along with
r No
Villager Vehicles
73
Burden Carriers
r Yes
r. No
74
Side -by -sides
r Yes
Carryall 4x4 vehicles
r No
75
All -Terrain Vehicles (ATV)
r Yes
r No
76
Snowmobiles
r Yes
r No
77
Personal Watercraft
r Yes
r No
78
Food and Beverage Solutions
r Yes
Available on multiple Carryall vehicles
r No
79
Athletic and Campus -use Vehicles
r: Yes
r No
Table 15: Industr Specific Questions
Line
Item
Question
Response
80
If you are awarded a contract, provide a
If awarded a contract, Club Car will be measuring sales penetration by state, agency
few examples of internal metrics that will
types, by Dealer Channel (selling agents), by Club Car Regional Sales Manager
be tracked to measure whether you are
territory, vehicle type and sub categories on a monthly, quarterly and yearly basis.
having success with the contract.
81
Identify the engine types available for your
Gas, diesel and electric
products (e.g., gasoline, diesel, CNG,
propane, hybrid, electric, etc.)
82
Describe the reliability of your products in
Our vehicles are built to be very reliable in both hot and cold environments along
extreme hot and cold environments and
with inclement weather.
inclement weather.
Exceptions to Terms, Conditions, or Specifications Form
Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been
incorporated into the contract text.
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
Proposer's Affidavit
PROPOSER AFFIDAVIT AND ASSURANCE OF COMPLIANCE
I certify that I am the authorized representative of the Proposer submitting the foregoing Proposal with the legal authority to bind the
Proposer to this Affidavit and Assurance of Compliance:
1. The Proposer is submitting this Proposal under its full and complete legal name, and the Proposer legally exists in good standing in
the jurisdiction of its residence.
2. The Proposer warrants that the information provided in this Proposal is true, correct, and reliable for purposes of evaluation for
contract award.
3. The Proposer, including any person assisting with the creation of this Proposal, has arrived at this Proposal independently and the
Proposal has been created without colluding with any other person, company, or parties that have or will submit a proposal under
this solicitation; and the Proposal has in all respects been created fairly without any fraud or dishonesty. The Proposer has not
directly or indirectly entered into any agreement or arrangement with any person or business in an effort to influence any part of this
solicitation or operations of a resulting contract; and the Proposer has not taken any action in restraint of free trade or
competitiveness in connection with this solicitation. Additionally, if Proposer has worked with a consultant on the Proposal, the
consultant (an individual or a company) has not assisted any other entity that has submitted or will submit a proposal for this
solicitation.
4. To the best of its knowledge and belief, and except as otherwise disclosed in the Proposal, there are no relevant facts or
circumstances which could give rise to an organizational conflict of interest. An organizational conflict of interest exists when a
vendor has an unfair competitive advantage or the vendor's objectivity in performing the contract is, or might be, impaired.
5. The contents of the Proposal have not been communicated by the Proposer or its employees or agents to any person not an
employee or legally authorized agent of the Proposer and will not be communicated to any such persons prior to Due Date of this
solicitation.
6. If awarded a contract, the Proposer will provide to Sourcewell Participating Entities the equipment, products, and services in
accordance with the terms, conditions, and scope of a resulting contract.
7. The Proposer possesses, or will possess before delivering any equipment, products, or services, all applicable licenses or
certifications necessary to deliver such equipment, products, or services under any resulting contract.
8. The Proposer agrees to deliver equipment, products, and services through valid contracts, purchase orders, or means that are
acceptable to Sourcewell Members. Unless otherwise agreed to, the Proposer must provide only new and first -quality products and
related services to Sourcewell Members under an awarded Contract.
9. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.
10. The Proposer understands that Sourcewell will reject RFP proposals that are marked "confidential" (or "nonpublic," etc.), either
substantially or in their entirety. Under Minnesota Statutes Section 13.591, subdivision 4, all proposals are considered nonpublic
data until the evaluation is complete and a Contract is awarded. At that point, proposals become public data. Minnesota Statutes
Section 13.37 permits only certain narrowly defined data to be considered a "trade secret," and thus nonpublic data under
Minnesota's Data Practices Act.
11. Proposer its employees, agents, and subcontractors are not:
a. Included on the "Specially Designated Nationals and Blocked Persons" list maintained by the Office of Foreign Assets Control
of the United States Department of the Treasury found at: https://www.treasury.gov/ofac/downloads/sdnIist.pdf;
b. Included on the government -wide exclusions lists in the United States System for Award Management found at:
https://sam.gov/SAM/; or
c. Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
DocuSign Envelope ID: BCAB01 B6-755E-475C-955E-7A258444108D
by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any
Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense
related to the subject matter of this solicitation.
r By checking this box I acknowledge that I am bound by the terms of the Proposer's Affidavit, have the legal authority to submit this
Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and enforceability as if I
had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability solely because an electronic
signature or electronic record was used in its formation. - David Peterson, Strategic Account Manager, Club Car, LLC
The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission, and/or the
Proposer foresees an actual or potential Conflict of Interest in performing the contractual obligations contemplated in the bid.
r Yes r. No
The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document.
Check the box in the column "I have reviewed this addendum" below to acknowledge each of the addenda.
I have reviewed the
File Name
below addendum and
pages
attachments (if
applicable)
Addendum 4_Utility_Transport_Golf_Recreation_122220
1
Thu November 19 2020 01:54 PM
Addendum 3_Utility_Transport_Golf_Recreation_122220
1
Fri November 13 2020 03:48 PM
Addendum 2_Utility_Transport_Golf_Recreation_122220
1
Wed November 11 2020 11:00 AM
Addendum 1_Utility_Transport_ Golf_ Recreation_122220
2
Wed November 4 2020 04:33 PM
Bid Number: RFP 122220 Vendor Name: Club Car, LLC.
Exhibit C
CONFLICT OF INTEREST QUESTIONNAIRE FORM CIQ
For vendor doing business with local governmental entity
This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session.
OFFICE USE ONLY
This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who
Date Received
has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the
vendor meets requirements under Section 176.006(a).
By law this questionnaire must be filed with the records administrator of the local governmental entity not later
than the 7th business day after the date the vendor becomes aware of facts that require the statement to be
filed. See Section 176.006(a-1), Local Government Code.
A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An
offense under this section is a misdemeanor.
11 Name of vendor who has a business relationship with local governmental entity.
2
❑ Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated
completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which
you became aware that the originally filed questionnaire was incomplete or inaccurate.)
3 Name of local government officer about whom the information is being disclosed.
N/A
Name of Officer
4J Describe each employment or other business relationship with the local government officer, or a family member of the
officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer.
Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form
CIO as necessary.
A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income,
other than investment income, from the vendor?
Yes F-1 No
B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction
of the local government officer or a family member of the officer AND the taxable income is not received from the
local governmental entity?
F7 Yes F1 No
5 Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or
other business entity with respect to which the local government officer serves as an officer or director, or holds an
ownership interest of one percent or more.
6
❑Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts
as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1).
7 Digitally signed by: David J. Peterson
eterson ematl
DN David J. PetersonDavid
peteDrsolnd@cl bcar.00m C AD O=Club Car LLC
Date: 2023.02.03 14:16:46-05'00'
Signature of vendor doing business with the governmental entity Date
Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
A complete copy of Chapter 176 of the Local Government Code maybe found at http://www.statutes.legis.state.tx.us/
Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form.
Local Government Code § 176.001(1-a): "Business relationship" means a connection between two or more parties
based on commercial activity of one of the parties. The term does not include a connection based on:
(A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an
agency of a federal, state, or local governmental entity;
(B) a transaction conducted at a price and subject to terms available to the public; or
(C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and
that is subject to regular examination by, and reporting to, that agency.
Local Government Code § 176.003(a)(2)(A) and (B):
(a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if:
(2) the vendor:
(A) has an employment or other business relationship with the local government officer or a
family member of the officer that results in the officer or family member receiving taxable
income, other than investment income, that exceeds $2,500 during the 12-month period
preceding the date that the officer becomes aware that
(i) a contract between the local governmental entity and vendor has been executed;
or
(ii) the local governmental entity is considering entering into a contract with the
vendor;
(B) has given to the local government officer or a family member of the officer one or more gifts
that have an aggregate value of more than $100 in the 12-month period preceding the date the
officer becomes aware that:
(i) a contract between the local governmental entity and vendor has been executed; or
(ii) the local governmental entity is considering entering into a contract with the vendor.
Local Government Code § 176.006(a) and (a-1)
(a) Avendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship
with a local governmental entity and:
(1) has an employment or other business relationship with a local government officer of that local
governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A);
(2) has given a local government officer of that local governmental entity, or a family member of the
officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any
gift described by Section 176.003(a-1); or
(3) has a family relationship with a local government officer of that local governmental entity.
(a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator
not later than the seventh business day after the later of:
(1) the date that the vendor:
(A) begins discussions or negotiations to enter into a contract with the local governmental
entity; or
(B) submits to the local governmental entity an application, response to a request for proposals
or bids, correspondence, or another writing related to a potential contract with the local
governmental entity; or
(2) the date the vendor becomes aware:
(A) of an employment or other business relationship with a local government officer, or a
family member of the officer, described by Subsection (a);
(B) that the vendor has given one or more gifts described by Subsection (a); or
(C) of a family relationship with a local government officer.
Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021