HomeMy WebLinkAboutContract 59480DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
CSC No. 59480
UPS CUSTOMER AGREEMENT
FOR THE PROCUREMENT OF
EXPRESS COURIER, OVERNIGHT & GROUND DELIVERY LOGISTICS SERVICES UNDER THE
SOURCEWELL CONTRACT #090121-UPS
SOURCEWELL Member (hereafter referred to as Member Customer) The City of Fort Worth and UPS agree to enter
into this Agreement to allow Member Customer to purchase and UPS to provide express courier, overnight, and
ground delivery logistics services under all rates, terms and conditions previously agreed between UPS and
SOURCEWELL Contract #090121-UPS, effective on March 21, 2022 and terminating on November 11, 2025
("SOURCEWELL Contract"). Notwithstanding any other effective date contained in this agreement, the rates
established under this agreement will be effective no sooner than three weeks after the date UPS receives a fully
executed contract with all required approvals from the Member Customer or as of the effective date, whichever is
later. Orders submitted before rates are established will be charged at rates published in the UPS Rate and Service
Guide, in effect at the time of shipping. Any Member Customer request for a UPS certificate of insurance must be
made before signing this Member Customer Agreement. UPS liability for Loss or damage to, or delay of, a package
shall be as set forth in the UPS Tariff/Terms and Conditions of Service, in effect at time of shipping.
This Agreement may be used by all state agencies, education institutions (public and private), political subdivisions
of a state, and other government entities that are eligible according to the terms and conditions of the
SOURCEWELL Contract and the procurement laws governing the Member Customer.
Member Customer certifies that it is eligible to access the SOURCEWELL Contract under the terms and conditions
of the SOURCEWELL Contract and enters this agreement in accordance with all applicable procurement and
acquisition laws, policies and procedures governing it. UPS relies on Member Customer's certification of its
eligibility and legal authority to enter into this Agreement as a material inducement. Member customer will provide
information verifying eligibility upon request.
The SOURCEWELL Contract sets forth the terms and conditions under which UPS will provide the transportation
and delivery services ("Services") outlined in the SOURCEWELL Contract. The Services are further described in
the applicable UPS Rate & Service Guide applicable to the United States in effect at the time of shipping. Parties
agree that all Services provided by UPS are subject to the terms of the UPS Rate & Service Guide and Tariff/Terms
and Conditions of Service, in effect at the time of shipping, which are incorporated herein by this reference.
Additional terms and conditions, including acceptance of policies and procedures, shall not be incorporated into this
Agreement unless expressly agreed upon by UPS in writing as evidenced by signature. The fulfillment of orders
shall not evidence UPS's agreement to additional terms and conditions, nor construed as UPS acceptance of
modifications, alterations, enhancements or otherwise changes to the Services.
In the interest of reducing fraud risk and unauthorized re -selling of UPS's Services, nothing in this Agreement shall
obligate UPS to continue service to Member Customer if it has exhibited fraudulent behaviors. Member Customer
and/or any Purchasing Entities under this agreement shall not allow third parties to benefit from this Agreement
without the express written permission of UPS. Shipping behavior that suggests a benefit to a third party without
UPS's express permission shall be considered "Fraud". UPS, in its sole discretion, can suspend or cancel any
account under this agreement for Fraud. Member Customer agrees to allow UPS to suspend accounts in the event of
non -appropriated funds. Member Customer will pay in full for services rendered.
Service interruptions posted on www.uns.com shall not constitute a default under this Agreement.
If SOURCEWELL notifies UPS that Member Customer is no longer eligible to participate under the
SOURCEWELL Contract, or if Member Customer sells, assigns or transfers the UPS Services, including pricing, to
any third party, UPS shall immediately terminate this Agreement. Member Customer acknowledges and agrees that
if SOURCEWELL Contract expires or is terminated for any reason whatsoever, such expiration or termination will
operate as an automatic and immediate termination of this Member Customer Agreement without notice to Member
Customer. This Member Customer Agreement may be terminated by either party by providing written notice to the
other party at least thirty (30) days prior to the termination date. Member Customer may not extend this Agreement
under any circumstance beyond the term in the SOURCEWELL Contract.
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
UPS Customer Agreement Sourcewell Contract #090121-UPS 1
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
SOURCEWELL Member:
The City of Fort Worth
Member Number:
6591
Authorizing Signature: Authorizmg Cigna
Jo Gn Apr e,=ia2acoil
Name and Title: Name and Title:
Jo Ann Gunn, Chief Procurement Officer Matthew Bracken
-DocuSigned by:
Director Enterprise AccoUts
Date: Date: 5/22/2023 1 3:01 PM EDT
Apr 18, 2023
Attachment A
UPS Account Number UPS Account Name
B7913R City of Fort Worth (State of Texas)
UPS Customer Agreement Sourcewell Contract #090121-UPS 2
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
Attachment A (continued)
UPS Account Number UPS Account Name
UPS Customer Agreement Sourcewell Contract #090121-UPS
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
To CITY:
City of Fort Worth
Attn: Dana Burghdoff, Assistant City Manager
200 Texas Street
Fort Worth, TX 76102-6314
Facsimile: (817) 392-8654
With copy to Fort Worth City Attorney's Office
at same address
VENDOR:
United Parcel Service, Inc
Matthew Bracken, Director Enterprise
Accounts
Address:
316 Pennsylvania Ave SE Washington,
District of Columbia 20003
Facsimile: N/A
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:
Dana BUi'LI hdoi'ff
By Dana Burghdoff (Ma 4, 202313:30 CDT)
Name: Dana Burghdoff
Title: Assistant City Manager
Date:
APPROVAL RECOMMENDED:
Christopher Ffarder (May 23, 2023 10:34 CDT)
By:
Name: Chris Harder
Title: Director
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Name: Jannette Goodall
Title: City Secretary
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.
TW14 (lean Wi4m
By: Patty Jean Wilson (May 23, 2023 10:33 CDT)
Name:Patty Wilson
Title: Contract Services Admin
APPROVED AS TO FORM AND LEGALITY:
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By:
Name: Jessika Williams
Title: Assistant City Attorney
CONTRACT AUTHORIZATION:
M&C: N/A
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
090121-UPS
Sourcewell >&
Solicitation Number: RFP #090121
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN
56479 (Sourcewell) and United Parcel Service, Inc., Glenlake Parkway NE, Atlanta, GA 30328
(Supplier).
Sourcewell is a State of Minnesota local government unit 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 eligible
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 Express Courier and Ground Delivery Logistics
Services from which Supplier was awarded a contract.
Supplier 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 November 11, 2025, unless it is
cancelled sooner pursuant to Article 22. This Contract may be extended for up to two additional
one-year terms upon the request of Sourcewell and written agreement by Supplier.
C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all
payment obligations incurred prior to expiration or termination will survive, as will the
following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All
other rights will cease upon expiration or termination of this Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or
Services as stated in its Proposal submitted under the Solicitation Number listed above.
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Supplier's Equipment, Products, or Services Proposal (Proposal) is attached and incorporated
into this Contract.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated,
sales and sales volume are not guaranteed.
B. WARRANTY. Intentionally omitted. Refer to commercially available service guarantee in
Supplier's Small Package Terms and Conditions in effect at the time of shipping.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Intentionally omitted.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price
stated in Supplier's Proposal. Supplier rates established under this Contract will be effective for
a Participating Entity, which includes Sourcewell, no sooner than three weeks after the date the
Supplier's "UPS Customer Agreement" for procurement of services under this Contract is fully
executed and delivered to Supplier by the Participating Entity. All services under this Contract
are subject to the Supplier's service offering to the general public at the time of shipping.
Supplier's pricing under this Contract is for base transportation rates. All other charges and
fees that may apply can be found in Supplier's Rate and Service Guide, in effect at the time of
shipping and are updated periodically.
When providing pricing quotes to Participating Entities, all pricing quoted must reflect a
Participating Entity's total cost of acquisition, to the extent practicable prior to order. This
means that the quoted cost for transportation services includes base transportation rates and
all other costs to the Participating Entity's requested delivery location, to the extent Supplier is
provided all information necessary for a total cost of acquisition quote. Supplier is not liable for
information or misinformation provided by the Participating Entity at the time of the quote.
Participating Entities must obtain the quote as directed by Supplier. Supplier provides quotes in
multiple methods to its customers, some methods are not designed to provide a total cost of
acquisition quote.
Regardless of the payment method chosen by the Participating Entity, the total cost associated
with any purchase option must always be disclosed.
A. SHIPPING AND SHIPPING COSTS. Intentionally omitted.
B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax -
exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax-
exempt entity.
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C. HOT LIST PRICING. At anytime during this Contract, Supplier may offer a specific selection
of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Supplier 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.
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
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any
time. All requests, including a request for increase of Supplier's base transportation rates under
the Contract, must be made in writing by submitting a signed Sourcewell Price and Product
Change Request Form to the assigned Sourcewell Supplier Development Administrator. This
approved form is available from the assigned Sourcewell Supplier Development Administrator.
At a minimum, the request must:
• Identify the applicable Sourcewell contract number;
• Clearly specify the requested change;
• 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 Change Request Form will become an
amendment to this Contract and will be incorporated by reference.
Sourcewell acknowledges that charges and fees found in Supplier's Rate and Service
Guide will be updated periodically and the updates do not require submission of a Price
and Product Change Request Form.
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.
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090121-UPS
The benefits of this Contract should be available only to Participating Entities in the United
States (not Canada) that can legally access the Equipment, Products, or Services under this
Contract. Non-profit, non -government entities, and entities located in Canada may not have
access to this Contract. A Participating Entity's authority to access this Contract is determined
through its cooperative purchasing, interlocal, or joint powers laws. Any eligible Participating
Entity accessing benefits of this Contract will be considered a Service Member of Sourcewell
during such time of access. Supplier 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 services from any other source.
Supplier 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. Supplier's employees may be required to perform work at government -
owned facilities, including schools. Supplier's employees and agents must conduct themselves
in a professional manner while on the premises, and in accordance with Participating Entity
policies and procedures expressly provided to and accepted by Supplier, by the Participating
Entity, 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 Supplier that it intends to access this
Contract. Prior to accepting any Participating Entity order, Supplier will review the Sourcewell
roster of Participating Entities to confirm eligibility. Order flow and procedure will be developed
jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order
directly to Supplier. If a Participating Entity issues a purchase order, it may use its own forms,
but the purchase order should clearly note the applicable Sourcewell contract number. Orders
may not be placed until Supplier rates are established. The established Contract pricing will
apply to all packages tendered by the Participating Entity and scanned by Supplier prior to the
Contract termination date. Packages tendered by Participating Entity after Contract termination
will be charged at the rates published in Supplier's Small Package Terms and Conditions in
effect at the time of shipping. All Participating Entity orders under this Contract must be issued
prior to expiration or cancellation of this Contract; however, Supplier performance,
Participating Entity payment obligations, and any applicable warranty periods or other Supplier
or Participating Entity obligations may extend beyond the term of this Contract pursuant to this
Section.
Supplier's acceptable forms of payment are included in its attached Proposal. Participating
Entities will be solely responsible for payment and Sourcewell will have no liability for any
unpaid invoice of any Participating Entity.
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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 Supplier, such as job or industry -specific
requirements, legal requirements (e.g., affirmative action or immigration status requirements),
or specific local policy requirements. Some Participating Entities may require the use of a
Participating Addendum; the terms of which will be negotiated directly between the
Participating Entity and the Supplier. For any orders made pursuant to this Contract, the terms
and conditions set forth in the Supplier's Rate and Service Guides and The UPS Tariff/Terms and
Conditions of Service (collectively "Supplier's Small Package Terms and Conditions") in effect at
the time of shipping are each incorporated by this reference. The Supplier's Rate and Service
Guide and UPS Tariff/Terms and Conditions of Service are periodically updated and are
available at www.ups.com and local UPS offices. Any conflict among the contract documents
will be resolved giving precedence in the following order, highest to lowest: 1) The terms set
out in Articles 1-22 of this Contract; 2) Supplier's Small Package Terms and Conditions; 3)
Supplier's Proposal, and 4) the Solicitation.
Additional terms and conditions will only be incorporated by express agreement in a writing
signed by Supplier and Supplier's consent to additional terms and conditions will not be
evidenced by the fulfillment of orders. 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 not addressed in this Contract (such as e-
commerce specifications, specialized delivery requirements, or other specifications and
requirements), the Participating Entity and the Supplier 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 Supplier 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 services to be purchased; or
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the
Participating Entity's requirements.
Termination of an order is only effective if executed in accordance with Supplier's Small
Package Terms and Conditions, in effect at the time of shipping. The Participating Entity will pay
Supplier for shipments tendered, or for services rendered, prior to the delivery of notice of
termination in the event of non -appropriation of funds.
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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.
F. FORCE MAJEURE — ORDERS. For any orders made pursuant to this Contract, neither
Supplier or the Participating Entity shall be liable for any delay or nonperformance due to
causes beyond that party's control, including, but not limited to, the following: the
unavailability or refusal of a person to accept delivery of the shipment, acts of God, acts of
public authorities acting with actual or apparent authority, acts or omissions of customs or
similar authorities, insufficient information provided by a customer, Hazardous Materials
packages improperly offered for transport, the application of security regulations imposed by
the government or otherwise applicable to the shipment, pandemic or epidemic, riots, a
government agency hold, strikes or other labor disputes, civil unrest, disruptions of any kind in
air or ground transportation networks, and natural disasters. The causes of such delay or
nonperformance shall be remedied, if possible, as soon as practicable. A party defaulting under
this provision must provide the other party prompt written notice of the default.
7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier 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:
• 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. Supplier 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, sales data reports, 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, Supplier must provide a
contract sales activity report (Report) to the Sourcewell Supplier Development Administrator
assigned to this Contract. Reports are due no later than 45 days after the end of each calendar
quarter. A Report must be provided regardless of the number or amount of sales during that
quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were
made).
The Report must contain the following fields:
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• Participating Entity Name (e.g., City of Staples Highway Department);
• Participating Entity Physical Street Address;
• Participating Entity City;
• Participating Entity State/Province;
• Participating Entity Zip/Postal Code;
• Item Purchased Description;
• Aggregate Spend by Participating Entity;
• Sourcewell Administrative Fee Applied; and
• Quarter -End Date.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell,
the Supplier will pay an administrative fee to Sourcewell on all services provided to
Participating Entities and calculated as stated in the Proposal. The Administrative Fee must be
included in, and not added to, the pricing. Supplier may not charge Participating Entities more
than the contracted price to offset the Administrative Fee.
The Supplier will submit payment to Sourcewell of the administrative fee calculated as stated in
the Proposal during each calendar quarter. Payments should note the Supplier's name and
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.
Supplier 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 Supplier is delinquent in any undisputed administrative fees, Sourcewell
reserves the right to cancel this Contract and reject any proposal submitted by the Supplier 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 45 days
from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Supplier's Authorized Representative is the person named in the Supplier's Proposal. If
Supplier's Authorized Representative changes at any time during this Contract, Supplier must
promptly notify Sourcewell in writing.
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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 to 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, but such Participating Entities
may only access such documents necessary to confirm the accuracy of amounts invoiced by
Supplier.
B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under
this Contract without the prior written consent of the other party and a fully executed
assignment agreement. Such consent will not be unreasonably withheld. Any prohibited
assignment will be invalid.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective
until it has been duly executed by the parties.
D. WAIVER. Failure by either party to take action or assert any right under this Contract will
not be deemed a waiver of such right in the event of the continuation or repetition of the
circumstances giving rise to such right. Any such waiver must be in writing and signed by the
parties.
E. CONTRACT COMPLETE. This Contract represents the complete agreement between the
parties. No other understanding regarding this Contract, whether written or oral, may be used
to bind either party.For any conflict between the attached Proposal and the terms set out in
Articles 1-22 of this Contract, 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. INDEMNITY AND HOLD HARMLESS
Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities,
including their agents and employees, harmless from any third -party claims or causes of action,
including attorneys' fees incurred by Sourcewell or its Participating Entities, arising out of any
act or omission in the performance of this Contract by the Supplier or its agents or employees;
this indemnification includes injury or death to person(s) or property alleged to have been
caused by some defect in the Equipment, Products, or Services under this Contract to the
extent the Equipment, Product, or Service has been used according to its specifications.
Sourcewell's responsibility will be governed by the State of Minnesota's Tort Liability Act
(Minnesota Statutes Chapter 466) and other applicable law.
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12. GOVERNMENT DATA PRACTICES
Supplier 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 Supplier under this Contract.
Sourcewell and Supplier acknowledge that compliance with the Minnesota Government Data
Practices Act extends only to that data to which the Act applies. Supplier reserves the right to
take exception to, and raise any and all defenses against, data requests and data practices that
fall outside the scope of the Act.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT
A. INTELLECTUAL PROPERTY. Intentionally omitted. Parties to address Intellectual Property
separately.
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 Supplier 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. Send all approval requests to the Sourcewell Supplier Development
Administrator assigned to this Contract.
D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment,
Products, or Services.
14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of general applicability in the State of Minnesota in effect
as of the contract execution date will govern this Contract. Venue for all legal proceedings
arising out of this Contract, or its breach, must be in the appropriate state court in Todd
County, Minnesota or federal court in Fergus Falls, Minnesota.
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15. FORCE MAJEURE
090121-UPS
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 by a court of competent jurisdiction to be illegal,
unenforceable, or void then both parties will be relieved from all obligations arising from that
provision. If the remainder of this Contract is capable of being performed, it will not be affected
by such determination 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 Supplier 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 Supplier may escalate the resolution of the issue to a higher
level of management. If the matter remains unresolved after having been escalated to
higher level of management for resolution, Sourcewell may provide Supplier a written cure
notice, upon which the Supplier will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the
Supplier must continue without delay to carry out all of its responsibilities under the
Contract that are not affected by the dispute. If the Supplier fails to continue without delay
to perform its responsibilities under the Contract, in the accomplishment of all undisputed
work, the Supplier will bear any additional costs incurred by Sourcewell and/or its
Participating Entities as a result of such failure to proceed.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract,
or any Participating Entity order under this Contract, in default:
1. Nonperformance of undisputed contractual requirements, or
2. A breach of any material term or condition of this Contract.
The party claiming default must provide written notice of the default, with 30 calendar days to
cure the default. Time allowed for cure will not diminish or eliminate any liability for damages.
If the default remains after the opportunity for cure, the non -defaulting party may:
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090121-UPS
• 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, Supplier 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. Supplier 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,
Supplier will maintain insurance covering all owned, hired, and non -owned automobiles
in limits 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
Rev. 3/2021 11
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090121-UPS
4. Umbrella Insurance. During the term of this Contract, Supplier will maintain
umbrella coverage over Employer's Liability, Commercial General Liability, and
Commercial Automobile.
Minimum Limits:
$2,000,000
5. Network Security and Privacy Liability Insurance. During the term of this Contract,
Supplier 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 Supplier'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 Supplier 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, Supplier 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 Supplier Development 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 Supplier to provide
certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in
this Contract.
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY
INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including
their officers, agents, and employees, as an additional insured under the Supplier's commercial
general liability insurance policy with respect to liability arising out of activities, "operations," or
"work" performed by or on behalf of Supplier, and products and completed operations of
Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is
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. Supplier 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
Rev.3/2021 12
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090121-UPS
insurance applicable to the Supplier 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 Supplier or its subcontractors. Where permitted by law, Supplier 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.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this
Contract must comply fully with applicable federal laws and regulations, and with the laws in
the states in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier must maintain a valid and current status on all required federal, state,
and local licenses, bonds, and permits required for the operation of the business that the
Supplier conducts with Sourcewell and Participating Entities.
20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier 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 Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in
writing.
Supplier 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, as applicable; or
any Participating Entity. Supplier certifies and warrants that neither it nor its principals have
been convicted of a criminal offense related to the subject matter of this Contract. Supplier
further warrants that it will provide immediate written notice to Sourcewell if this certification
changes at any time.
21. PROVISIONS FOR NON -UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Intentionally omitted.
Rev. 3/2021 13
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22. CANCELLATION
090121-UPS
Sourcewell or Supplier 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 Supplier's
Proposal. Cancellation of this Contract does not relieve either party of financial or service
obligations incurred or accrued prior to cancellation.
Sourcewell
EDocuSigned by:
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By:
Jeremy Schwartz
Title: Chief Procurement Officer
3/2/2022 1 1:49 PM CST
Date:
Approved:
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7E42B8F817A64CC...
By:
Chad Coauette
Title: Executive Director/CEO
3/3/2022 1 12:08 PM CST
Date:
United Parcel Service, Inc.
DocuSigned by:
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39FEBA829B904B7...
By:
Joseph Miller
Title: Sales Support Manager
3/3/2022 1 12:31 PM EST
Date:
Rev. 3/2021 14
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
RFP 090121 - Express Courier and Ground Delivery Logistics
Services
Vendor Details
Company Name: United Parcel Service, Inc.
Does your company conduct
business under any other name? If UPS, United Parcel Service, United Parcel Service, Inc. (OH)
yes, please state:
316 Pennsylvania Ave SE
Address: Suite 300
Washington, District of Columbia 20003
Contact: Joseph Miller
Email: josephmiller@ups.com
Phone: 864-608-0414
HST#: 36-2407381
Submission Details
Created On:
Submitted On:
Submitted By:
Email:
Transaction #:
Submitter's IP Address:
Wednesday July 21, 2021 13:08:15
Tuesday August 31, 2021 12:14:27
Joseph Miller
josephmiller@ups.com
073bdf 12-49c5-4214-886f-b0422f5076c3
161.69.112.12
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
Specifications
Table 1: Proposer Identity & Authorized Representatives
General Instructions (applies to all Tables) Sourcewell prefers a brief but thorough response to each question. Do not merely attach additional documents to your
response without also providing a substantive response. Do not leave answers blank; respond "N/A" if the question does not apply to you (preferably with an
explanation).
Line
Question
Response'
Item
1
Proposer Legal Name (one legal entity only): (In the
United Parcel Service, Inc.
event of award, will execute the resulting contract
as "Supplier")
2
Identify all subsidiary entities of the Proposer whose
N/A
equipment, products, or services are included in the
Proposal.
3
Identify all applicable assumed names or DBA names of
JUPS, United Parcel Service, Inc. (OH), an Ohio Corporation
the Proposer or Proposer's subsidiaries in Line 1 or
Line 2 above.
14
Proposer Physical Address:
Glenlake Parkway, NE Atlanta, GA 30328 I*
15
l Proposer website address (or addresses):
www.ups.com
6
Proposer's Authorized Representative (name, title,
Joseph Miller, Sales Support Manager, 8440 Ardwick Ardmore Rd, Landover, MD 20785,
address, email address & phone) (The representative
josephmiller@ups.com, 240-818-9251
must have authority to sign the "Proposer's Assurance
of Compliance" on behalf of the Proposer and, in the
event of award, will be expected to execute the resulting
contract):
7
Proposer's primary contact for this proposal (name, title,
Joseph Miller, Sales Support Manager, 8440 Ardwick Ardmore Rd, Landover, MD 20785,
address, email address & phone):
josephmiller@ups.com, 240-818-9251
B
Proposer's other contacts for this proposal, if any
N/A
(name, title, address, email address & phone):
Table 2: Company Information and Financial Strength
Line Question Response"
Item
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A764OF
Provide a brief history of your company, including your
UPS is proud of our 114 year heritage in the logistics industry. From our inception in 1907 as a
company's core values, business philosophy, and
messenger company, UPS has grown into a $58.4 billion corporation by meeting our customers'
industry longevity related to the requested equipment,
delivery logistics requirements, building a comprehensive global infrastructure, and continuously
products or services,
advancing our technological capabilities. Headquarters located in Atlanta, UPS has a proven history of
serving our customers in ever -changing environments due to our embrace of innovation both internally
and externally. The foundation of UPS's business stems from our reputation for operational excellence.
UPS has built a global network giving us the ability to connect our customers with vast service
capabilities and industry expertise around the world delivering what is a superior logistics service. In
fact, UPS is one of the world's largest package delivery companies and a leading global provider of
transportation, logistics and trade services. With decades of experience, growth, strategic acquisitions,
and investments in technology, we serve our customers global business needs with agility and strength.
Three hundred and sixty five days a year, UPS effectively, manages the flow of goods, funds, and
information throughout more than 220 countries and territories worldwide.
OUR VALUES
For more than a century, UPS people have been motivated by commonly held principles and values
that have allowed us to work toward mutual goals. These principles and values were established by
our founders and remain critical to our success. The core of these values is a simple statement UPS
is a company of honesty, quality, and integrity. This legacy is fundamental to our ability to create
shareowner value, support the communities in which we operate, and protect our reputation. It always
has been, and continues to be, our policy to conduct business in compliance with all applicable laws
and regulations and in accordance with the highest ethical standards. We expect UPS employees and
the people acting on our behalf to adhere to these principles.
UPS STRATEGY
CUSTOMER FIRST
Customer First is about creating a frictionless customer experience and building the capabilities that
matter the most to UPS customers.
PEOPLE LED
People led focuses on making UPS a great place to work so our people feel confident
recommending UPS to others. People led builds on a strong foundation and we will continue living our
values, modernizing our policies and rewarding our people to make UPS an even better place to work
and an employer of choice.
LOOKING AHEAD
'2020 was a year of great challenges, and also a year of remarkable successes. I am honored to be
leading a company with a rich history of doing the right thing for employees, customers, communities
and shareowners. As the coronavirus pandemic spread, UPSers around the world became frontline
essential workers, delivering household goods and keeping the world's supply chains moving during
the most difficult public health and economic crisis in decades. People and businesses are counting
on UPS more than ever. And as with other global humanitarian crises, we are helping with logistics
and relief, and will continue to assist wherever needed. Our many successes can be attributed to the
commitment of our people and the strength of our culture. Our UPS Executive Leadership Team, and
all UPSers, are writing the next chapter of this great company. We are guided by our strategy,
Customer First, People Led, Innovation Driven, as we transform nearly every aspect of our business.
The task is not simple, but we are making meaningful progress building the capabilities that matter
most in the markets we serve. As we look ahead, we recognize that our customers are changing, our
competitors are changing, and the rate of change is accelerating. We know we must change
alongside them. Within this environment, we see opportunities to create value for our shareowners, and
we believe success is also made possible by our five core UPS principles:
First is our values, as established by our founder Jim Casey, which give us an
enduring foundation for success. Our values are the core of who we are and what we
do.
Second is our dividend, which is a hallmark of our financial strength. We are
committed to continuing nearly 50 years of stability and growth in the dividends we
pay.
Third is retaining a strong balance sheet and credit rating, ensuring that we have the
financial flexibility needed to competitively run our business.
• Fourth is brand relevance, meaning that we will lead by example and take action to
support our customers and communities, promote diversity and inclusion, sponsor
racial equality and shape a healthier planet
And fifth is the importance of employee ownership, which supports valuable and
lasting employee and retiree engagement'
- Carol Tome, UPS Chief Executive Officer
UPS 2020 Annual Report
10 What are your company's expectations in the event of UPS is excited about the opportunity to be awarded a contract. UPS will continue to provide solutions
an award? and value to Participating Entities and create enhancements based on the past experiences as it
does with all of its customers. UPS's expectations are to support current Participating Entities that are
seeing direct benefit from our partnership and work with new/potential members to discuss and
position the benefits of the Sourcewell agreement.
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
11 Demonstrate your financial strength and stability with
Our 2020 results demonstrate more than ever that UPS can thrive in a challenging and ever changing
meaningful data. This could include such items as
environment, as shown by our continued ability to meet the expectations of customers and investors
financial statements, SEC filings, credit and bond
alike. This is important to both Sourcewell and its members alike in that our financial stability means
ratings, letters of credit, and detailed reference letters.
that UPS is positioned to be your long term partner. This also provides reassurance that UPS will be i
Upload supporting documents (as applicable) in the
able to sustain a prosperous and profitable long-term professional partnership. For your consideration,
document upload section of your response.
UPS has provided our balance sheet, income statement, and our cash flow statement in the
documents section of the Sourcewell RFP portal. For more information regarding UPS's financial
strength, please visit our investor relations site at: www.investors.ups.com.
The following are additional highlights to consider.
• Even as UPS invests, we continue to generate strong results that position us for
profitable growth. UPS generated excellent cash flow, with cash from operations of
$10.5 billion and free cash flow of $5.1 billion. We invested $5.4 billion in capital
expenditures, $5.6 billion on an adjusted basis, and returned $3.6 billion to
shareowners in dividends, a per-share increase of 5.2% over the prior year.
In the U.S., revenue grew 15.1% to $53.5 billion with volume growth across all
products.
The International segment reported $15.9 billion in revenue, an increase of 12.1%.
Operating profit was $3.4 billion; adjusted operating profit rose 27.1% to $3.5 billion
and margins expanded.
The continued execution of our proven strategies will enable UPS to maintain positive momentum in
the coming year and beyond. Despite the uneven economic outlook around the globe, we will continue
to deliver exceptional value to our customers.
12 What is your US market share for the solutions that
As a publicly traded Fortune 500 company UPS serves a large segment of private business and
you are proposing?
government entities. While we consider market -share data proprietary and therefore cannot share this
info, I can provide volume numbers for 2020 that could help in your review.
• Global daily average delivery volume - 24.7 million packages and documents
U.S. air daily average delivery volume 3.8 million packages and documents
International daily average delivery volume 3.5 million packages and documents
13 What is your Canadian market share for the solutions
As a publicly traded Fortune 500 company UPS serves a large segment of private business and
that you are proposing?
government entities. While we consider market -share data proprietary and therefore cannot share this
info, I can provide additional facts that could help in your review.
Approximately 1,350 (The UPS Store Canada® locations, authorized shipping
outlets, customer centres and UPS Access Point@ locations)
62 facilities in Canada, 3.1 million sq. ft. of space
Over 3,000 (package cars, tractors, trailers and shifters) of which more than 41%
run on alternative fuels.
Daily Flights
o Intra - Canada: 76
o International: 12
14 Has your business ever petitioned for bankruptcy
UPS has not filed for bankruptcy protection.
protection? If so, explain in detail.
INo,
15 If applicable, provide a detailed explanation ouflining
UPS has obtained the necessary licenses and certifications to provide the UPS Services proposed in
the licenses and certifications that are both required to
this proposal.
be held, and actually held, by your organization
(including third parties and subcontractors that you use)
in pursuit of the business contemplated by this RFP.
16 Provide all "Suspension or Debarment' information that
UPS has not been suspended or disbarred during the past 10 years.
has applied to your organization during the past ten
years.
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
Table 3: Industry Recognition & Marketplace Success
Line Question Response*
Item
17 Describe any relevant industry awards or recognition UPS has received awards and recognition over the last 5 years that would take too long to mention.
that your company has received in the past five years In additional to the info provided below, additional years awards and recognition can be found using
the link below - hftps://aboutups.corn/us/en/newsrooMawards-and-recognition.htmi
18 What percentage of your sales are to the
governmental sector in the past three years
19 What percentage of your sales are to the education
sector in the past three years
20 List any state, provincial, or cooperative purchasing
contracts that you hold. What is the annual sales
volume for each of these contracts over the past three
years?
21 List any GSA contracts or Standing Offers and Supply
Arrangements (SOSA) that you hold. What is the
annual sales volume for each of these contracts over
the past three years?
Table 4: References/Testimonials
2021
• UPS named a Best Place to Work for Disability Inclusion - 2021 Disability
Equality Index
UPS ranked No. 1 on the 2021 Transport Topics Top 100 For -Hire
Carriers list
• Points of Light named UPS one of the 50 most community -minded
companies in America in its 2021 The Civic 50 annual survey.
• UPS named one of the 50 Most Valuable Brands in the Word by 24I7Wall
St
• UPS was named a 2021 US CIO 100 award winner
- UPS was rated the most valuable logistics brand in 2021 for the seventh
consecutive year according to Brand Finance's "Logistics 25 2021" report
2020
- UPS was rated one of the "Word's Most Admired" companies and the
first -place leader in all attributes in its industry in an annual survey
conducted by FORTUNE magazine
For the fifth year in a row, UPS has been named to Forbes and JUST
Capital's annual JUST 100 corporate leadership list. UPS earned a
ranking of No. 39 overall and No. 1 in Transportation
Inbound Logistics' Top 75 Green Supply Chain Partners
- UPS was once again ranked in 3BL Media's "100 Best Corporate
Citizens" list and ranked #1 in Transpiration sector. UPS has placed on
the list for the past 11 years.
All government sales represent about 1% or less of total revenue.
Public education institutions in addition to some private institutions are included in government sales
figure provided in question #18.
While UPS does not share one customer's information with another customer we do see the value in
cooperatives and are currently engaged with other select cooperatives which have members in
various areas of government and education. Some of this information may be public and readily
available to Sourcewell through independent market research.
The responding entity only holds one GSA contract The services offered under this contract are not
offered through the GSA contract
Line Item 22. Supply reference information from three customers who are eligible to be Sourcewell participating entities.
Entity Name" Contact Name" Phone Number -
While UPS does not share one customer's information with
another customer, as the incumbent carder UPS has a proven
track record of providing industry leading service to Sourcewell's
Participating Entities over the last 3 years. As such we would rely
on existing Sourcewell Participating Entity's data that is readily
available to Sourcewell.
While UPS does not share one customer's information with -
another customer, as the incumbent carder UPS has a proven
track record of providing industry leading service to Sourcewell's
Participating Entities over the last 3 years. As such we would rely
on existing Sourcewell Participating Entity's data that is readily
available to Sourcewell.
While UPS does not share one customer's information with -
another customer, as the incumbent carrier UPS has a proven
track record of providing industry leading service to Sourcewell's
Participating Entties over the last 3 years. As such we would rely
on existing Sourcewell Participating Entity's data that is readily
available to Sourcewell.
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
Table 5: Top Five Government or Education Customers
Line Item 23. 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 trans action(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'
- Government Georgia - GA
While UPS does not share one
customers information with another
customer, as the incumbent carrier UPS
has a proven track record of providing
industry leading service to Sourcewell's
Participating Entities over the last 3
years. As such we would rely on
existing Sourcewell Participating Entity's
data that is readily available to
Sourcewell.
- Education Georgia - GA
While UPS does not share one
customer's information with another
customer, as the incumbent carrier UPS
has a proven track record of providing
industry leading service to Sourcewell's
Participating Entities over the last 3
years. As such we would rely on
existing Sourcewell Participating Entity's
data that is readily available to
Sourcewell.
- Non -Profit Georgia - GA
While UPS does not share one - -
customer's information with another
customer, as the incumbent carrier UPS
has a proven track record of providing
industry leading service to Sourcewell's
Participating Entities over the last 3
years. As such we would rely on
existing Sourcewell Participating Entity's
data that is readily available to
Sourcewell.
- Government Georgia - GA
While UPS does not share one -
customer's information with another
customer, as the incumbent carrier UPS
has a proven track record of providing
industry leading service to Sourcewell's
Participating Entities over the last 3
years. As such we would rely on
existing Sourcewell Participating Entity's
data that is readily available to
Sourcewell.
- Education Georgia - GA
While UPS does not share one
customer's information with another
customer, as the incumbent carrier UPS
has a proven track record of providing
industry leading service to Sourcewell's
Participating Entities over the last 3
years. As such we would rely on
existing Sourcewell Participating Entity's
data that is readily available to
Sourcewell.
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
Item
Response"
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
24 Sales force. UPS is more prepared than ever to demonstrate its capability to meet the needs of Participating
Entities. Regarding the salesforce, UPS has invested a great amount of resources to ensure the
individuals that lead our salesforce are highly capable and experienced. Its the job of the UPS
salesforce to deliver insight and value rather than sales pitches to Participating Entities. Sales Support
Manager, Joseph Miller is the primary contact for the Sourcewell staff and an internal champion for
Participating Entities at UPS. Joseph brings 15 years of sales experience in UPS service and
solutions. Joseph's core team consists of 3 Enterprise Account Executives (EAE's) with over 70 years
of combined UPS experience. Each EAE is aligned to a particular state. Joseph Miller's government
team is complimented by both an Inside Sales group based in San Antonio,Texas and geographically
located Account Executives. Currently, UPS accounts numbers with an annual spend over a certain
threshold will be assigned a local Account Executive to oversee the account while UPS accounts with
an annual spend under the established threshold will be assigned an Inside Sales Rep that will oversee
the account The sales force is supported by sales training and resources which help provide insight
when working with commonwealths, states, agencies, local governments, and higher education. UPS
recognizes that one of the best sources of inspiration for solutions is our customers. UPS is always
listening and leaming from our customers and developing solutions that benefit all. The UPS sales force
is also supported by industry experts and specialist with expertise in international shipping, hazardous
materials, and other logistics and distribution services. UPS is positioned to offer nationwide
commercial insight and provide Participating Entities with services and support.
Core Sourcewell Sales Team:
Joseph Miller Sales Support Manager
Matt Bracken Enterprise Account Executive (EAE)
George Rea Enterprise Account Executive (EAE)
Armando Guardiola Enterprise Account Executive (EAE)
25 Dealer network or other distribution methods.
'UPS's RFP response provides a vast amount of distribution options for Participating Entities, including
daily pickups, day specific pickups, on -route pickups, and UPS Smart PickupsT . In addition to our
normal drivers for pickup and deliveries, UPS has over 88,000 additional locations for transferring
packages to UPS and/or picking up packages. These include over 5,300 UPS Stores, 1,133 Customer
Centers, more than 9,200 Authorized outlets, over 37,000 UPS Drop Boxes, and approximately 45,000
UPS Access Point locations.
26 Service force.
As of 2020, UPS has an operational footprint that is able to provide Participating Entities with the best
service in the industry. UPS has more than 1,800 operating centers in the U.S., over 362,000
employees and approximately 127,000 package cars, vans, tractors, motorcycles, including more than
13,000 alternative fuel and advanced technology vehicles. There are approximately 45,000 UPS Access
Point"^ locations. There is an average of 69.4 million daily tracking requests. UPS provides service
support that is one click away: https:/Avww.ups.com/us/en/help-center/oontactpage
I27 Describe the ordering process. If orders will be
In order to access the offered incentives, Participating Entities will need to create an account with UPS,
handled by distributors, dealers or others, explain the
identify the participating addendum under which they are shipping and confirm eligibility. If a
respective roles of the Proposer and others.
participating addendum is not identified the customer will be asked to sign one. UPS can
accommodate the use of purchase orders but will not be subject to any additional terms and conditions
contained in those purchase orders unless expressly agreed in writing as evidenced by a signature.
UPS rejects any attempts to show agreement through the fulfillment of orders and all such attempts
must be deemed null and void under any resulting contract with Sourcewell. Once an account has been
established and aligned to the incentives under the resulting contract, shippers have multiple options for
placing individual orders.
UPS's technology solutions are available to increase efficiencies for customers in their use of paid
transportation services that are the focus of this solicitation. Use of UPS technology solutions are
subject to terms and conditions applicable to the solution used, in effect at the time of shipping.
UPS Internet Shipping (Low Volume or Occasional Shipping)
With your My UPS login, UPS Internet Shipping lets you prepare air, ground and international shipments
using a UPS account number or credit card. Not only can you ship individual packages, you can also
create bill of ladings and air waybills. Determine package and freight rates; schedule pickups; find
drop-off locations; track shipments; store recipient contacts; store billing, notification and printing
references; view shipping history; and receive email notifications - all online at ups.com
UPS CampusShip® (High Volume Shipping)
UPS CampusShip® is a secure, web based shipping system that enables multiple users within an
organization to ship UPS packages and letters and to perform other shipping -related tasks — all by
using any computer with Internet access.
Perfect for distributed desktop users, CampusShip delivers both streamlined shipment management and
increased shipment visibility.
From any desktop, users within an organization can:
• Use corporate and personal address books to speed processing and reduce
errors
Select from multiple billing options
Prepare shipping labels
• Download or view shipment history data online
Allow users to create, manage and ship to a distribution list
• Allow users to import shipment data to process up to 250 shipments at once
• Ship domestic and international packages and freight using one system
• Administrative features allow management to:
• Customize, require, validate and lock reference fields used for reference
information such as client/matter codes, cost codes, purchase order numbers
and department codes
• References can be used for tracking and billing as a solution for cost center
allocation.
• Share and update common address information across the organization with a
corporate address book, or utilize recipient info from Outlook®
• Restrict or grant access to the corporate address book, recipient addresses and
address groups, ship -to countries, UPS service levels, optional UPS services,
payment methods or other shipping and administrative features
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
• Allow users to see no rates, published rates or account -specific negotiated rates
Use shipping history reporting capabilities or export data into a comma
separated value file format to integrate data into your enterprise systems or
analysis tools
• Notify up to five recipients of a shipment's status using email notifications
Allow or grant access for users to charge shipments to credit cards
• Produce detailed reports on usage
UPS CampusShip® offers significant benefits for both employees and management By putting this fast,
easy -to -use shipping system at everyone's fingertips, organizations can:
• Reduce costly shipping errors
• Lower shipping costs by eliminating the need for a centralized mailroom
Better allocate shipping charges
• Improve customer/client service
UPS WorldShip® (High Volume Shipping)
UPS WorldShip Software is UPS' full -featured, Windows -based shipping solution (either
hardware/software or software only options) used primarily by customers with a mail room or warehouse
shipping environment
Key features include:
• Access to full portfolio of UPS shipping services (including link to freight
shipping)
• Ability to print "smart" shipping labels with two printed reference numbers and
one bar-coded reference number or a company logo.
• Import and export of shipping data to/from other business applications with
Online Connect functionality including a "hands -off' shipping option.
• Shipping profiles to customize preferences and defaults.
- Full export documentation support
• Street -level address validation.
• Reference field capability of over 20 characters
• Shipping history with tracking and signature proof of delivery through UPS.com.
• Ability to process shipments with a future pickup date.
• Configurable shipment detail report.
• Display of UPS published rates or custom rates.
• Ability to print shipment/package documentation labels.
Ability to order supplies
• Distribution list processing.
• Local Area Network installation to support multiple workstations
• Users can easily track UPS packages through their UPS WorldShip shipping
software or hardware.
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 29BB37C1-4D93-48DD-97B9-48E6A2A7640F
28 Describe in detail the process and procedure of
UPS will provide Sourcewell and its members with a phone number and email to our Enterprise
your customer service program, if applicable.
Support Group for customer service and issue resolution. While response time for most emails average
Include your response -time capabilities and
under one hour, some responses can take up to 4 hours for a response. For urgent matters we
commitments, as well as any incentives that help
recommend calling out Enterprise Support Group.
your providers meet your stated service goals or
promises.
Quality and performance are important factors when making your decisions regarding vendors. Many
view UPS's operational organization as "best in class," and our own internal quality system is widely
recognized for its effectiveness. In order to satisfy 12 million customers every day, a superior
organizational system is critical.
Our Corporate Quality Policy states: "We serve our customers through a total commitment to service
excellence and customer satisfaction. With this commitment, we will ensure quality products and services
to both our internal and external customers. Through the involvement of our people, we will continuously
improve our products, processes, and systems with teamwork, innovation, and leadership."
We have consistently been a leader in process improvement Our companywide standards for
operational efficiency and quality remain a benchmark in our industry. The following groups and
processes highlight UPS's commitment to quality and service excellence.
Operational Excellence Managers - To ensure the quality of our service, UPS has assigned an
operational excellence manager to every UPS region and district throughout the U.S., as well as
internationally. These individuals are responsible for monitoring performance indices such as time -in -
transit, shipment integrity, tracking data accuracy, as well as damage and claim occurrences.
Operational excellence managers are responsible for identifying problem areas and then working with
our operational groups to resolve and eliminate problems. We hold them accountable for generating
improvements in all of the indices that they track.
Total Quality Management - We have instilled the UPS approach to total quality management within all
levels of management and non -management through a program called "Think like a Customer." This
philosophy applies to both internal and external customers. Every UPS employee is the customer of the
preceding operation, so every employee's goal is to "Think like a Customer' and to ensure that the
quality of his or her work meets the expectations of the next operation. By generating this behavior
throughout the distribution chain, we assure the satisfaction of the ultimate customer.
Balanced Scorecard - UPS uses a variety of internal indices that measure the quality of our work. The
main internal control is the balanced scorecard. This is a comprehensive measurement system used to
monitor overall company performance in four perspectives: customer, people, financial and internal
business. We select specific, measured elements for all organizational levels and functions. Some
examples of measured indices include time -in -transit reports, end -to -end service, premium end -to -end
service, concerns index, and damage, among many others.
Consolidated Service Center Quality Control Group - The Consolidated Service Center Quality Control
Group works with our phone center operations and is the control element for phone center service
levels. Their responsibilities include:
Call Monitoring — This group has an active schedule of call monitoring to help evaluate the overall
effectiveness of our customer service representatives.
Transaction Assessment — This procedure provides constant feedback about documented customer
transactions. We return documentation with errors to the Consolidated Service Center sites to allow
management an opportunity to follow up on inaccurate information.
Data Integrity Reports — These reports provide a monthly assessment on the quality of information
captured and released in our operations.
Service Recovery Program - Our Service Recovery Program is a quarterly sampling that uses the UPS
Customer Concerns Resolution Survey (CCRS). We use the results to provide a top -down comparison
from corporate to region to individual district level. This is vital for making quality gains in customer
satisfaction.
Customer Satisfaction Program - The UPS Customer Satisfaction Index (CSI) facilitates the continuous
monitoring and measurement of customer satisfaction, relationship, loyalty, and value. The CSI measures
customer satisfaction for UPS and two major domestic competitors — FedEx and the U.S. Postal
Service (USPS).
We use CSI results to define specific actions to improve our service to our customers. More than 45
key elements are grouped into 13 major categories, all defined by the "voice of the customer." Our
customers decide which key attributes make up the elements that best determine customer satisfaction.
Each year, an independent service collects more than 2,000 customer interviews upon which we base
our CSI results. We closely track and monitor these results and can further categorize the thirteen major
categories into three key areas of customer perception. These areas are:
• Core Services — delivery and pick up reliability, visibility of shipments and
technology solutions
• Personnel — account representatives, drivers and customer service
representatives
Price and Value — competitive rates, quality services at reasonable prices and
flexibility
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A764()F
29 Describe your ability and willingness to provide your
products and services to Sourcewell participating
UPS has the service and substantial operations to support Participating Entities across the United
States. UPS provides reliable, on time guaranteed delivery to business and residential addresses
entities in the United States.
across the globe. As of 2020, there are more than 88,000 points of access globally (The UPS StoreO
locations, UPS Drop Boxes, authorized shipping outlets, customer centers and UPS Access PointO
locations). UPS employs more than 543,000 employees globally and has over 127,000 vehicles,
including more than 13,000 Alternative Fuel and Advanced Technology Vehicles. UPS has the capacity
and experience to provide US domestic and international door-to-door express small package air
services covering interstate, intrastate and international service.
The UPS network is extremely flexible and convenient for Sourcewell customers. Packages in our
system range from individual letters up to packages weighing 150 lbs. All packages in the UPS system
are bar-coded and scanned as the packages travel through our system. Tracking information is
available to shippers on our website at www.ups.com. Packages can be tracked via a number of
methods, and UPS offers free tools, under specific terms and conditions, that provide our customers
with proactive visibility over all of their shipments.
UPS understands the performance expectations, deliverables, and outcomes of this RFP. We're ready to
meet and exceed these requirements with our comprehensive portfolio which offers competitive
guaranteed, time -definite delivery options. Our account management approach leverages best practices
to ensure the timely implementation and on -going support of our services. Our quality assurance
practices positions us well to meet and exceed Sourcewell service requirements. Finally, our experience
allows us to understand your needs and in turn be a formidable partner with Sourcewell.
30 Describe your ability and willingness to provide your
For the purposes of this RFP and due to limited information regarding Canadian opportunity, our
products and services to Sourcewell participating
response does not provide access to Canadian based Sourcewell members. However, UPS does have
entities in Canada.
origin Canada capabilities. Services in Canada are available outside of this Sourcewell Contract at the
published rates and are subject to Supplier's service offering to the general public, in effect at the time
of shipping, located on the updated UPS® Canada Rate & Service Guide -
https://www.ups.00m/assets/resourcestmedia/en_CA/rate_guide ca.pdf. UPS is open to future discussions
on Canadian services.
31 Identify any geographic areas of the United States
See answer to question #30 and #33.
or Canada that you will NOT be fully serving through
"
the proposed contract
32 Identify any Sourcewell participating entity sectors
UPS will not be servicing retail/profit based firms or non-profit, non-govemment organizations via this
(i.e., government, education, not -for -profit) that you
Sourcewell contract Third parties shall not benefit from the incentivized rates under this offer.
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?
33 Define any specific contract requirements or
For the purposes of this RFP and due to limited information regarding opportunity, our response does
restrictions that would apply to our participating
not provide access to Sourcewell members outside the continental United States. However, UPS does
entities in Hawaii and Alaska and in US Territories.
have capabilities to service outside of the continental United States. Services in Alaska, Hawaii, and
US territories are available for Participating Entities outside of this Sourcewell Contract at the published
rate and are subject to Supplier's service offering to the general public, in effect at the time of
shipping, located on the updated UPS Rate & Service Guide,
https:/twww.ups.comlassets/resources/meclia/en US/daily_rates.pdf and the UPS Rate and Service Guide
Alaska & Hawaii - https://www.ups.com/assets/resources/media/en US/ak hi rates.pdf. UPS is open to
future discussions on business outside of the continental United States.
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
Table 7: Marketing Plan
Line Question
Item
Response"
34 Describe your marketing strategy for promoting
UPS Internal Communication
this contract opportunity. Upload
representative samples of your marketing
• Upon announcement of a signed award, UPS will distribute a nationwide
materials (if applicable) in the document
announcement to all sales resources responsible for Sourcewell member accounts
upload section of your response.
to inform them of the newly signed award.
UPS External Communication
UPS will promote the agreement on the State Government industry solutions
page of www.ups.com. This site also contains links that provide steps for interested
parties to sign up for UPS Sourcewell discounts.
UPS is open to attending tradeshows and conferences to promote the Sourcewell
agreement as conditions allow.
35 Describe your use of technology and digital
UPS's Sales Support Manager and EAE's understand the importance and effectiveness of social media
data (e.g., social media, metadata usage) to
engagement in relaying the value of UPS to its clients. As such we utilize social media to promote relevant
enhance marketing effectiveness.
solutions as well as client content to our broader audience. Recently UPS has developed an internal
application that links to social media sites and allows other UPSer's to more easily share content throughout
the organization and their respective social networks to help amplify UPS and its client's content to reach a
broader audience.
36 In your view, what is Sourcewell's role in
UPS feels Sourcewell's role in promoting the contract is the following:
promoting contracts arising out of this RFP?
How will you integrate a Sourcewell-awarded
Provide continued guidance to ensure that the vendor relationship is one of service
contract into your sales process?
to the membership.
Provide insight of the best way to support and serve the members
• Help UPS understand unique laws for various states, local governments and
education
• Provide connectivity with other NJPA vendors to share ideas and support each
other; with the end goal to serve the members
37 Are your products or services available
UPS's technology solutions are available to increase efficiencies for customers in their use of paid
through an e-procurement ordering process? If
transportation services that are the focus of this solicitation. Use of UPS technology solutions are subject to
so, describe your e-procurement system and
terms and conditions applicable to the solution used, in effect at the time of shipping.
how governmental and educational customers
have used it
UPS shipping solutions have the ability to be integrated into e-procurement processes using several different
approaches, depending on needs and procurement system capabilities. The following are a few examples of
how UPS services can be used in an e-procurement environment
1. UPS CampusShip@ — Create a link from the procurement marketplace to the UPS
CampusShip web based shipping solution. By logging -in using e-procurement
credentials, cost codes can be linked to users and the shipping charges can be
matched with the UPS bill to the proper cost code. Access can be controlled and
managed through global administration.
2. UPS Ready@ — Select from an approved list of UPS Ready Program providers
who integrate UPS technology into business applications and software solutions.
The UPS Ready Program offers you the following benefits:
• Access to UPS's shipping and visibility services hassle -free with an easy to use out -
of -the -box integration experience
Streamlined business operations and fast integration of new services
Peace of mind knowing that 3rd party UPS Ready solutions meet UPS standards
3. UPS Developers Kit@ — A toolkit of API's allow Participating Entities to integrate
UPS Shipping, Rating, Tracking and Visibility capabilities into procurement
processes as deeply as desired. UPS Developer fit Application Programming
Interfaces (APIs):
Address Validation API - Catch errors before they cause problems
Address Validation Street Level API - Double-check addresses and eliminate
common mistakes with help from UPS and the United States Postal Service@
Gemini APIs - Streamline your air freight shipping process
• Locator API and Plug-in - Make shipping easier for your customers and help them
find convenient drop-off locations
Paperless Document API - Upload documents and link to your international
shipments • Pickup API - Offer customers the option to schedule their own shipment
pickup
Quantum View AN - Access inbound and outbound shipping manifests and set up
status alerts
Rating API - Let customers decide which shipping service best fits their budget and
level of urgency
Shipping API - Deliver UPS shipping functionality directly into your website or
enterprise system
UPS Signature Tracking API - Get fast, secure proof of delivery and keep your
business moving
• Time in Transit API - Give customers insight into shipment and delivery timelines
Tracking API - Create a better customer experience —allow your customers to track
packages on your website with the order number you provide
UPS TradeAbility API - Keep your international packages and pallets moving: get
up-to-date trade compliance information with the click of a button
Table 8: Value -Added Attributes
Line Item (Question (Response"'
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
38 Describe any training programs or
TRAINING AND SUPPORT
resources that you offer to Sourcewell
participating entities related to your
Participating Entities have access to several UPS supplied shipping and visibility solutions that enable them to
services. Include details, such as whether
save time and improve their business processes. UPS's technology solutions are available to increase
training is standard or optional, who
efficiencies for customers in their use of paid transportation services that are the focus of this solicitation. Use
provides training or resources, and any
of UPS technology solutions are subject to terms and conditions applicable to the solution used, in effect at the
costs that apply.
time of shipping.
As a part of implementation, the UPS team will guide users to the appropriate UPS solutions and, where
necessary, provide the required training. While most of UPS technology solutions are intuitive and easy to use,
the following are some examples of how training for core UPS solutions may be administered:
- Online - UPS.com is a great resource for leaming how to use UPS
services and tools. The UPS Help and Support Center provides
help for Participating Entities. - Help and Support Center I UPS -
United States
• UPS YouTube Channel - another great resource for learning how to
use UPS services and tools. www.youtube.com/ups
Live Chat/Phone/email Support - In the event the answer you are
seeking is not located online, Participating Entities can contact
dedicated support to assist Options include Live Chat, phone
support or email support.
• Webinars — Can be used to train large groups during organized
training sessions.
• Optional fee based training opportunities are also available to UPS
customers.
• UPS Hazardous Materials/Dangerous Goods Seminar - UPS offers
seminars for preparing shipments according to IATA and 49 CFR).
o Educating your employees on proper handling and shipping of
hazardous materials ensures the safety of your workers and
increases the efficiency of your business. For this reason, the
UPS Dangerous Goods Seminar has proven to be a successful
and valuable service to customers.
o Professional dangerous goods instructors at the seminar provide
you with necessary regulatory information to ensure that your
business complies with the latest government regulations
pertaining to shipping procedures and employee training.
o For more information, dates and locations, and to register, call
our reservation hotline at 800.634.5656 or visit
upshazmatseminars.com.
• Private in-house seminars may be available:
o Seminars can take place at your facility, eliminating your travel
expenses
o Same curriculum as our public seminars
o Can be tailored to your needs and your products
39 Describe any technological advances that UPS's technology solutions are available to increase efficiencies for customers in their use of paid
your proposed products or services offer. transportation services that are the focus of this solicitation. Use of UPS technology solutions are subject to
terms and conditions applicable to the solution used, in effect at the time of shipping.
UPS is proud of its technology investments to create user-friendly shipping, ecommerce, logistics management
and visibility tools for our customers while supporting UPS's ongoing efforts to increase operational efficiencies.
UPS leads the industry with technology solutions that benefit UPS customers and UPS operations. Below are
some examples of UPS customer and operational advancements.
UPS CUSTOMER TECHNOLOGY
UPS has many advanced technology offerings for automating shipping, tracking, web development tools and
access point locating tools, to name a few. What is important to Participating Entities is that as a part of
implementation, the experienced UPS team has guided current users to the appropriate UPS solutions for the
task at hand. New contract users will also be guided in the same professional manner. Below is a select list of
UPS Technology Solutions.
UPS Internet Shipping (Low Volume or Occasional Shipping)
With your My UPS login, UPS Internet Shipping lets you prepare air, ground and intemational shipments using
a UPS account number or credit card. Not only can you ship individual packages, you can also create bill of
ladings and air waybills. Determine package and freight rates; schedule pickups; find drop-off locations; track
shipments; store recipient contacts; store billing, notification and printing references; view shipping history; and
receive email notifications - all online at ups.com
UPS CampusShip® (High Volume Shipping)
UPS CampusShip@ is a secure, web based shipping system that enables multiple users within an organization
to ship UPS packages and letters and to perform other shipping -related tasks — all by using any computer with
Internet access.
Perfect for distributed desktop users, CampusShip delivers both streamlined shipment management and
increased shipment visibility.
From any desktop, users within an organization can
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
• Use corporate and personal address books to speed processing
and reduce errors
Select from multiple billing options
Prepare shipping labels
• Download or view shipment history data online
• Allow users to create, manage and ship to a distribution list
• Allow users to import shipment data to process up to 250 shipments
at once
• Ship domestic and international packages and freight using one
system
• Administrative features allow management to:
Customize, require, validate and lock reference fields used for
reference information such as client/matter codes, cost codes,
purchase order numbers and department codes
References can be used for tracking and billing as a solution for
cost center allocation.
• Share and update common address information across the
organization with a corporate address book, or utilize recipient info
from Outlook®
• Restrict or grant access to the corporate address book, recipient
addresses and address groups, ship -to countries, UPS service
levels, optional UPS services, payment methods or other shipping
and administrative features
Allow users to see no rates, published rates or account -specific
negotiated rates
• Use shipping history reporting capabilities or export data into a
separated value file format to integrate data into your enterprise
systems or analysis tools
• Notify up to five recipients of a shipment's status using email
notifications
• Allow or grant access for users to charge shipments to credit cards
• Produce detailed reports on usage
UPS CampusShip® offers significant benefits for both employees and management By putting this fast, easy -to -
use shipping system at everyone's fingertips, organizations can:
• Reduce costly shipping errors
Lower shipping costs by eliminating the need for a centralized
mailroom
Better allocate shipping charges
• Improve customer/dient service
UPS WorldShip® (High Volume Shipping)
UPS WorldShip Software is UPS' full -featured, Windows -based shipping solution (either hardware/software or
software only options) used primarily by customers with a mail room or warehouse shipping environment
Key features include:
• Access to full portfolio of UPS shipping services (including link to
freight shipping)
• Ability to print "smart" shipping labels with two printed reference
numbers and one bar-coded reference number or a company logo.
• Import and export of shipping data to/from other business
applications with Online Connect funcionarity including a "hands -
off" shipping option.
• Shipping profiles to customize preferences and defaults.
• Full export documentation support
• Street -level address validation.
• Reference field capability of over 20 characters
Shipping history with tracking and signature proof of delivery
through UPS.com.
• Ability to process shipments with a future pickup date.
• Configurable shipment detail report
Display of UPS published rates or custom rates.
• Ability to print shipmenUpackage documentation labels.
• Ability to order supplies
• Distribution list processing.
Local Area Network installation to support multiple workstations
• Users can easily track UPS packages through their UPS WoddShip
shipping software or hardware.
UPS OPERATIONAL TECHNOLOGY
Each business day, a UPS driver could deliver in excess of 100 packages. The number of route combinations
a driver can make is immense. To ensure UPS drivers use the most optimized delivery routes in regard to
distance, fuel and time, UPS developed On -Road Integrated Optimization and Navigation (ORION). ORION uses
expansive fleet telematics and advanced algorithms to gather and calculate countless amounts of data to
provide UPS drivers with optimized routes. The technology helps UPS drivers determine the optimal way to
deliver and pick-up packages within a set of stops defined by start time, commit time, pick-up windows and
special customer needs. The system relies on online map data, customized by UPS, to calculate miles and
travel time to plan the most cost-effective routes.
An Infrastructure for Orion Today
Today, ORION can solve an individual route in seconds and is constantly running in the background evaluating
routes before drivers even leave the facility. This level of route evaluation conducted through the ORION
program requires extensive hardware and architectural provisions. Running on a bank of servers, ORION is
constantly evaluating the best way for a route to run based on real-time information. While most of America is
sleeping, ORION is solving tens of thousands route optimizations per minute. In addition to architectural
enhancements, the drivers' Delivery Information Acquisition Device (DIAD) is enhanced to serve as the tool for
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
communicating optimized routes to drivers while on the road.
Results with Orion
In 2016, we completed deployment of ORION to 100 percent of U.S. routes targeted for implementation. Since
beginning deployment in 2013, we have reduced the distance driven by our drivers by 210 million miles,
achieving a 210,000 metric tons cumulative reduction in CO2 emissions and realized annual cost savings of US
$400 million.
UPS is currently in the process of rolling out an upgrade to ORION called "dynamic ORION". The new features
present our drivers with re -optimized routes based on changing conditions and provide them turn-by-tum
directions to reduce excess miles. This has enabled UPS to reduce routes by an average of 2-4 miles per day.
40 iDescribe any "green" initiatives that relate
Since 2003, UPS has been reporting on our sustainability efforts, offering a comprehensive look into our
to your company or to your products or
progress, challenges and opportunities. Our latest Sustainability Report, Accelerating Sustainable Solutions,
services, and include a list of the
showcases efforts during 2019. Some of the sustainability efforts include:
certifying agency for each.
• Collaborated with TerraCycle to launch Loop, a circular
economy model to eliminate single -use packaging in consumer
packaged goods.
• Continued to take control of new, fuel -efficient Boeing 747-6 air
freighters.
Collaborated with city officials to continue developing sustainable
urban delivery solutions, including introducing eBikes in multiple
cities.
Continued innovating last -mile delivery options by launching UPS
Flight Forward"' drone airline, one of the first certified by the U.S.
Federal Aviation Administration (FAA).
• Published our first -ever Sustainability Accounting Standards Board
(SASB) Report, enhancing ESG disclosure for investors.
Examples of major external initiatives can be found on page 4,
section 102-12 in the link below.
https://about.ups.corNcontenttdam/upsstoNes/assetstreporting/2019-U PS-Corporate-Global-Reporting-Initiative-G RI-
Content-Index.pdf
In 2020, UPS broadened its ESG vision and outlined new goals that provide a road map to carbon neutrality
by 2050. Milestones on our journey to zero include the following targets:
By 2025
o 25% renewable electricity for facilities
o 40% alternative fuel purchases as a percent of total ground fuel
By 2035
0 30% sustainable aviation fuel
0 100% renewable electricity for facilities
0 50% reduction in CO2 per package delivered for global small
package from a 2020 base year.
UPS strives not only to be a leader in global logistics, but also a leader in sustainability. We constantly review
our processes to make sure we are reducing our environmental impact, which includes examining how we
drive, fly and conduct business worldwide. UPS does more every year to be sustainable and demonstrate
leadership in ways that matter to our stakeholders and the world at large. Our complete Sustainability Report
can be viewed online at https://about.ups.conilus/en/social-impacLhtml
We take a comprehensive approach to reducing greenhouse gas emissions, including all our operations as well
as major portions of our value chain (including customers and suppliers) where we can help reduce GHG
emissions in meaningful ways. Our GHG reduction strategy includes three components:
Global transportation network:
• Reducing the miles we travel to accomplish any given level of
shipping
• Reducing the fuel required for that travel
• Shifting travel to vehicles employing low -emission alternative fuels
and advanced technology
Global facilities network:
• Reducing energy use in our facilities
Increasing the use of renewable energy
Customers and Suppliers:
Operating an eco-efficient service network that reduces supply
chain carbon emissions for an average of 9.4 million customers
daily
• Providing customers with related services that help them reduce
their carbon impact
• Working with suppliers to increase their emissions awareness and
reduction capabilities.
The transportation component of our GHG reduction strategy includes a number of strategies that UPS has
developed and refined for decades, including the six summarized below.
Intermodal shifting — The various transport modes used in our sector have different energy intensities (energy
required per unit of volume transported), ranging from aircraft at the high end to ships at the low end. UPS
has focused for decades on using the most fuel -efficient transport mode or combination of modes to meet
service requirements —and on being able to fluidly shift modes in real time to reduce energy intensity whenever
possible.
Optimized network - The UPS global logistics network handles all categories of service (express, ground,
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
domestic, international, commercial and residential) through one integrated pickup and delivery service system.
For comparison, some of our competitors employ parallel service networks in their operating regions to handle
different categories of services, which means they may dispatch multiple vehicles to a customer location on the
same day. The UPS network eliminates this redundancy and its associated environmental impact
Air fleet efficiencies - Because air transport is more energy intensive than other modes, it contributes the
largest portion of our carbon footprint. Measuring, managing and mitigating the environmental impact of air
transport is critical to overall carbon impact, just as transparent reporting on these activities is critical to a full
understanding of environmental responsibility in our industry.
Ground fleet efficiencies - We have spent decades honing our ability to optimize fuel efficiency for our vehicles
and optimize the behavior of our drivers. Owning our fleet enables us to multiply these gains by tens of
thousands of vehicles every business day.
Full integration of technology and human factors - We empower everyone to make greenhouse gas reduction a
successful priority, so that our investments in technology can pay off. We train each other constantly in how to
use our assets more efficiently, we share ideas from the ground up and the top down and we apply
innovations throughout our business once we know they work.
Continual innovation - UPS has dedicated teams focused on engineering innovations that help reduce energy
consumption and emissions. UPS's smart logistics network refers to our digitally and physically connected
facilities, fleet, and information systems. Using real-time data, artificial intelligence, machine learning, and other
technology, we will optimize tracking and processing of packages and freight, and synchronize our transportation
fleet. The Smart Global Logistics Network enables us to drive operational and sustainable improvements for our
business, and provide greater accuracy and speed for our customers from pickup to the final mile. Good ideas
keep coming, because we never stop looking for them.
141 Identify any third -party issued eco-labels,
• UPS currently participates in the EPA SmartWay program which
ratings or certifications that your company
provides a voluntary, comprehensive and well -recognized system
has received for the equipment or
for tracking, documenting and sharing information about fuel use
products included in your Proposal related
and freight emissions across supply chains.
to energy efficiency or conservation, life -
cycle design (cradle -to -cradle), or other
• UPS Carbon Neutral — Our UPS Carbon Neutral service is verified
green/sustainability factors.
by a third party verification company. This means that you can have
confidence in the UPS carbon neutral method.
142 Describe any Women or Minority
UPS is a publicly traded company and as such does not have any of the referenced certifications. However,
Business Entity (WMBE), Small Business
UPS provides access and equal opportunity to diverse suppliers and promote and develop these suppliers
Entity (SBE), or veteran owned business
within and outside our organization. We are committed to ensuring that our Supplier Diversity Process
certifications that your company or hub
strengthens the small, minority -owned, woman -owned and other diverse businesses that drive economic
partners have obtained. Upload
development in the communities we serve.
documentation of certification (as
applicable) in the document upload
• Our business strategy encourages our supply chain to reflect the
section of your response.
diversity of the communities we serve.
• We help ensure that qualified small businesses and diverse firms
have the resources and access they need to successfully compete
for our business.
By working with suppliers who reflect the markets we serve, we see
a wealth of benefits: it helps build customer loyalty, contributes to
economic development of communities, and provides the expertise
and innovation we need to outperform the competition. That is why
we are committed to building a diverse and inclusive supply chain.
SUPPLIER DIVERSITY INVOLVEMENT IN THE COMMUNITY
UPS partners with many diverse organizations and federal agencies around the country including, but not limited
to the following organizations:
• Disability:IN
• National LGBT Chamber of Commerce (NGLCC)
• National Minority Supplier Development Council (NMSDC)
• National Veteran Business Development Council (NVBDC)
• National Veteran -Owned Business Association (NaVOBA)
• WEConnect International
• Women's Business Enterprise National Council (WBENC)
43 What unique attributes does your
SINGLE DRIVER ADVANTAGE
company, your products, or your services
offer to Sourcewell participating entities?
UPS possesses the world's largest transportation network, and UPS integrates ground and air packages. You
What makes your proposed solutions
can rest assure that when you hand a package to a UPS driver, you are tendering it to a superior network.
unique in your industry as it applies to
This operational advantage allows states and their agencies to benefit from the single driver advantage, which
Sourcewell participating entities?
provides great comfort through knowing there is only one operational center to work with. This advantage
benefits the environment by reducing the need for additional vehicles at each location for pick-up. One UPS
driver picks up all of your ground and air shipments. Shippers can also use UPS's shipping systems in order
to take advantage of the Time in Transit and Cost Comparison tool to determine how much they want to pay
to meet their delivery deadlines.
UPS's technology solutions are available to increase efficiencies for customers in their use of paid
transportation services that are the focus of this solicitation. Use of UPS technology solutions are subject to
terms and conditions applicable to the solution used, in effect at the time of shipping.
WEEKEND SERVICES FOR BUSINESSES
• Saturday Pickups - With Saturday pickups, eligible ground
shipments will reach your customers on Monday. UPS will pick up
services on Saturday, so shipments can reach their destinations
one day sooner.
• Saturday Commercial Deliveries - UPS now offers Saturday
commercial delivery for select services where available.
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
Table 9: Performance Standards or Guarantees
Describe in detail your performance standards or guarantees, including conditions and requirements to qualify, claims procedure, and overall structure. You may
upload representative samples of your performance materials (if applicable) in the document upload section of your response in addition to responding to the
questions below.
Line 'Question Response'
Item
44 Describe any performance standards or guarantees UPS small package delivery services are subject to a money -back guarantee as set forth in the UPS
that apply to your services Rate & Service Guide and UPS Tarifflrerms & Conditions of Service in effect at the time of shipping.
When available, if UPS fails to attempt delivery within the guaranteed time, we will, on request, refund
or credit the account with the shipping charges (or the proportionate part of those where only some of
the packages in a shipment fail to meet the applicable time), provided that the conditions identified in
our UPS Rate & Service Guide and UPS Tariff/Terms & Conditions of Service at
https://www.ups.com/assets/resources/media/en—US/daily—rates.pdf and www.ups.com/tenns are met The
guarantee does not apply when late delivery results from the package not complying with the service
restrictions and conditions set out in our terms and conditions of carriage, from events beyond our
control (force majeure) or due to any suspension of carriage or the exercise of any lien in accordance
with our terms and conditions. The authorized user must request a guaranteed service refund within the
timeframe required under our standard commercial terms and conditions.
Note that our current standard commercial timeframe to request a guarantee service refund is 15 days
from the date of the scheduled delivery.
45 Describe any service standards or guarantees that UPS small package delivery services are subject to a money -back guarantee as set forth in the UPS
apply to your services (policies, metrics, KPIs, etc.) Rate & Service Guide and UPS Tariff/Terms & Conditions of Service in effect at the time of shipping.
When available, if UPS fails to attempt delivery within the guaranteed time, we will, on request, refund
or credit the account with the shipping charges (or the proportionate part of those where only some of
the packages in a shipment fail to meet the applicable time), provided that the conditions identified in
our UPS Rate & Service Guide and UPS Tariff/Terms & Conditions of Service at
https:/Awm.ups.com/assets/rescurces/media/en—US/daily-.mtes.pdf and www.ups.com/terms are met The
guarantee does not apply when late delivery results from the package not complying with the service
restrictions and conditions set out in our terms and conditions of carriage, from events beyond our
control (force majeure) or due to any suspension of carriage or the exercise of any lien in accordance
with our terms and conditions. The authorized user must request a guaranteed service refund within the
timeframe required under our standard commercial terms and conditions.
Note that our current standard commercial timeframe to request a guarantee service refund is 15 days
from the date of the scheduled delivery.
Table 10: Payment Terms and Financing Options
Line
(Question
Response*
46
Describe your payment terms and accepted payment
While UPS standard commercial payment terms are Net 7, 30 day payment terms are available to
methods?
Participating Entities under this contract UPS does reserve the right to re-evaluate should changes be needed.
P-Cards (purchasing cards) which are treated similar to credit cards. Credit cards can be used in three ways:
• Via the UPS Billing Center
• Through UPS CampusShip or UPS IntemetShip at time of shipment processing
Through an auto -payment enrollment with UPS billing department
Electronic Funds Transfer
o Via the UPS Billing Center
o Through an auto -payment enrollment with UPS billing department
• Check
o Sent via mail service along with remittance stub
47
Describe any leasing or financing options available for
There are no leasing or financing options available for use by educational or governmental entities.
use by educational or govemmental entities.
48
Describe any standard transaction documents that you
Standard documents included here and are attached in the document section of this RFP response.
propose to use in connection with an awarded contract
(order forms, terms and conditions, service level
• Current Sourcewell Participation Addendum — Participating Entities filled out this form and submit it to UPS
agreements, etc.). Upload a sample of each (as
when there is member that is
applicable) in the document upload section of your
interested in getting set up for UPS service.
response.
• UPS Rate and Service Guide
• UPS Tariff/Terms and Conditions
49
Do you accept the P-card procurement and payment
Yes, P- Cards are accepted. Currently, there is no additional cost to Participating Entities for using them. UPS
process? If so, is there any additional cost to
does reserve the right to re-evaluate should changes be needed. '
Sourcewell participating entities for using this process?
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
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 described in the RFP, the template Contract, and the Sourcewell Price and Product Change Request Form.
Line
Item
50
51
52
53
54
55
Question
Describe your pricing model (e.g., line -item discounts or product -category
discounts). Provide detailed pricing data (including standard or list
pricing and the Sourcewell discounted price) on all of the items that you
want Sourcewell to consider as part of your RFP response. If applicable,
provide a SKU for each item in your proposal. Upload your pricing
materials (if applicable) in the document upload section of your response.
Quantify the pricing discount represented by the pricing proposal in this
response. For example, if the pricing in your response represents a
percentage discount from MSRP or list, state the percentage or
percentage range.
Describe any quantity or volume discounts or rebate programs that you
offer.
Propose a method of facilitating "sourced" products or related services,
which may be referred to as "open market" items or "nonstandard
options". For example, you may supply such items "at cosy' or "at cost
plus a percentage," or you may supply a quote for each such request
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.
Describe any unique distribution and/or delivery methods or options
offered in your proposal.
Response"
In the interest of clarity, the terms "prices" and "rates" refer to the dollar amounts
to be paid by Purchasing Entity for transportation services identified in the rate
charl/sheet exhibit attached to this proposal; the terms "other charges and fees"
refer to the dollar amounts to be paid by Purchasing Entity for value -add services
and other fees and charges identified in UPS's Rate & Service Guide, which is
subject to change, in effect at the time of shipping.
Participating Entities will receive a discount off UPS published rates found in our
UPS Daily Rate and Service Guide at the time of shipping -
https://www.ups.com/assets/resources/media/en_US/daiy_rates.pdf. Sourcewell is
receiving a set of custom rate charts and the effective incentive will vary "
depending on the package characteristics at the time of shipping, which include
but are not limited to, origin zip code, destination zip code, weight, box
dimensions and service level.
UPS prefers to save both Sourcewell and UPS from the administrative burden of
adding and deleting services and other fees and charges to and from the
contract UPS will use the Price and Product change request process to request
price increases on the base transportation rate incentives only. All other fees and
charges will be subject to the Rate and Service Guide, which is subject to
change, in effect at the time of shipping.
Sourcewell is receiving a set of custom rate charts for base transportation rates
and the effective incentive will vary depending on the package characteristics at
the time of shipping, which include but are not limited to, origin zip code,
destination zip code, weight, box dimensions and service level.
In the interest of clarity, the terms "prices" and "rates" refer to the dollar amounts
to be paid by Purchasing Entity for transportation services identified in the rate
char/sheet exhibit attached to this proposal; the terms "charges" and "fees" refer
to the dollar amounts to be paid by Purchasing Entity for value -add services
identified in UPS's Rate & Service Guide, which is subject to change, in effect at
the time of shipping.
UPS's RFP response provides very competitive pricing and as such will not be
offering additional incentives or rebates to Participating Entities at this time. UPS
reserves the right to modify this stance depending on market conditions.
PS's RFP response only provides for standard commercial services offered under
the UPS Rate and Service Guide and UPS Tariff/Terms and Conditions of Service,
in effect at the time of shipping.
For the purposes of this RFP response UPS defines "standard core services" as
those listed in its UPS Daily Rate and Service Guide -
https://www.ups.com/assets/resources/media/en US/daily_rates.pctf, in effect at the
time of shipping. There could be cost associated with certain types of training (i.e.
HAZMAT/Dangerous Goods), and would depend on a number of factors including
type of training, number of persons, etc.
In the interest of clarity, the terms "prices" and "rates" refer to the dollar amounts
to be paid by Purchasing Entity for transportation services identified in the rate
chart/sheet exhibit attached to this proposal; the terms "charges" and "fees" refer
to the dollar amounts to be paid by Purchasing Entity for value -add services and
other charges and fees identified in UPS's Rate & Service Guide, which is
subject to change, in effect at the time of shipping.
In addition to our drivers, UPS offers customers a wide range of access points
through drop boxes, retail outlets, and customer centers. Customers can find local
access points by calling 1-800-PICK-UPS or accessing the UPS Drop -Off Locator
online at UPS.com®. UPS offers approximately 45,000 access points -
https://www.ups.com/dropoff9loc=en_US.
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 29BB37C1-4D93-48DD-97B9-48E6A2A7640F
Table 12: Pricing Offered
Line The Pricing Offered in this Proposal is:"
Item
56 d. other than what the Proposer typically offers (please describe).
Table 13: Audit and Administrative Fee
Line Question
Item
Response"
Comments
Pricing offered in this proposal is
competitive and based on the total
size of the opportunity presented to
UPS in the Solicitation Details (II-
E) of the RFP.
In the interest of clarity, the
terms "prices" and "rates" refer to
the dollar amounts to be paid by
Purchasing Entity for transportation
services identified in the rate
chart/sheet exhibit attached to this
proposal; the terms "charges"
and "fees" refer to the dollar
amounts to be paid by Purchasing
Entity for value -add services and
other fees and charges identified
in UPS's Rate & Service Guide,
which is subject to change, in
effect at the time of shipping.
57 Specifically describe any self -audit process or program that you plan to employ
to verify compliance with your proposed Contract with Sourcewell. This process
Alignment - Each customer that is added to any Sourcewell agreement is
also added to a database that is used to for reporting and to remit the
includes ensuring that Sourcewell participating entities obtain the proper pricing,
that the Vendor reports all sales under the Contract each quarter, and that the
appropriate fee. An account must be on a Sourcewell agreement in order
to receive pricing and the terms and conditions of the UPS Sourcewell
Vendor remits the proper administrative fee to Sourcewell. Provide sufficient detail
agreement UPS monitors the use of the Sourcewell contract through
to support your ability to report quarterly sales to Sourcewell as described in the
Participating Addendums that are signed by Participating Entities at the
time of entry onto the contract Quarterly reviews are conducted to ensure
Contract template.
accounts that UPS has Participating Addendums for are aligned correctly
to the Sourcewell pricing and rebate.
58 If you are awarded a contract, provide a few examples of internal metrics that
will be tracked to measure whether you are having success with the contract
59 Identify a proposed administrative fee that you will pay to Sourcewell for
facilitating, managing, and promoting the Sourcewell 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.)
Reporting - When a customer account is added to any Sourcewell
agreement it is also added to the corresponding billing report. UPS has
processes in place to ensure that the reporting system is producing
accurate reports. Once the report is completed it is sent to the UPS
Sales Support Manager who performs a reasonability assessment
Per page 5 of Sourcewell's RFP, UPS is anticipating $70M in revenue
annually — UPS will track the size and performance of the agreement
based on this figure. Key metrics include average daily volume and
average daily net revenue.
Sourcewell will receive an administrative fee based on 2.0% of the net
Transportation Charges (excluding "Additional Charges") based on eligible
revenues tendered to UPS. Net Transportation Charges are defined as the
rates paid by Participating Entities based upon each attached single
piece custom rate chart only, excluding any "Fees" and/or "Additional
Charges" as identified in the Supplier's Rate & Service Guide. The
administrative fee shall be subject to the applicable shipment Minimum
Net Charges, as defined in this or other agreements. For the purpose of
calculating this additional incentive, the minimum net charge shall be the
shortest zone one (1) pound rate as defined by service in each attached
custom rate chart The administrative fee will be administered on a
quarterly basis. Within forty-five (45) days after the end of the period,
UPS will issue a single check to Sourcewell representing the total amount
of the fee earned, if any. ACH may be available upon request
Table 14A: Depth and Breadth of Offered Equipment Products and Services
Line Question
Item
Response'
60 Provide a detailed description of the equipment, UPS's technology solutions are available to increase efficiencies for customers in their use of paid
products, and services that you are offering in your transportation services that are the focus of this solicitation. Use of UPS technology solutions are
proposal. subject to terms and conditions applicable to the solution used, in effect at the time of shipping.
We offer an unmatched portfolio of domestic and international services with service to every address
(100% of zip codes) in the 50 states and Puerto Rico. Our comprehensive portfolio offers industry -
leading guaranteed, time -definite delivery options.
UPS is constantly improving its portfolio to better address the needs of customers world-wide. UPS is
proud to provide all commercially available services, service offerings made to the general public, at
the time of shipping to our government customers. Below is a list of services from our current 2021
Rate and Service Guide.
UPS Next Day Air Early -
• Service Description - Guaranteed overnight, first of day service, as early as 8:00 A.M.,
to the 46 contiguous U.S. states and limited addresses in Anchorage, Alaska.
• Time in Transit - 1 Business Day, as early as 8:00 A.M, depending on
origin/destnation
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
• Area Coverage - US 4B contiguous states and limited addresses in Anchorage, Alaska
UPS Next Day Air
Service Description - Guaranteed next business day delivery by 10:30 a.m.,12:00 p.m.
or end of day, depending on destination, to all 50 states and Puerto Rico. UPS Next
Day Intra is the name for this service in Puerto Rico.
Time in Transit - 1 Business Day, 10:30 a.m. (some extended areas by noon and end
of day)
• Area Coverage - US 50 states and Puerto Rico
UPS Next Day Air Saver
Service Description - Guaranteed overnight afternoon delivery throughout the U.S. 48
contiguous states.
Time in Transit - 1 Business Day, 3:00 p.m. or 4:30 p.m. to commercial destinations
where UPS Next Day Air delivery is committed by 10:30 a.m. or noon, respectively;
residential by end of day
Area Coverage - US 48 contiguous states
UPS 2nd Day Air A.M
• Service Description - Guaranteed delivery, by the morning of the second business day,
to commercial destinations in the U.S. 48 contiguous states and selected locations in
Anchorage, Alaska.
• Time in Transit - 2 Business Days, 10:30 a.m. (some extended areas by 12:00 p.m.)
Area Coverage - US 48 contiguous states
UPS 2nd Day Air
Service Description - Guaranteed delivery, by the end of the second business day,
throughout the U.S. and Puerto Rico.
• Time in Transit - 2 Business Days, End of Day
Area Coverage - US 50 states and Puerto Rico
UPS 3 Day Select
• Service Description - Guaranteed delivery, by the end of the third business day,
throughout the U.S. 48 contiguous states.
Time in Transit - 3 Business Days, End of Day
Area Coverage - US 48 contiguous states
3 Day Select (Canada to US)
• Service Description - A guaranteed, day -definite service. Shipments are typically
delivered by the end of the third business day. Service is only valid from Canada to the
US 48 contiguous states.
Time in Transit - 3 Business Days, End of Day
Area Coverage - Canada to US 48 contiguous states (Import Only)
UPS Ground
Service Description - Guaranteed, cost - effective, day -definite delivery typically within
one to five business days to all 50 states and Puerto Rico. UPS Ground is an
economical choice for all routine shipments.
Time in Transit - 1 to 5 Business Days, End of Day, depending on origin/destination
Area Coverage - US 50 states and Puerto Rico
UPS Ground on Saturday
Service Description - UPS Ground delivery and pickup service on Saturday to eligible
postal zips within the United Sates. UPS Ground on Saturday is an economical choice
for all routine shipments.
Time in Transit - 1 — 5 Business Days, End of Day
Area Coverage - Available in select destination zip codes
UPS Hundredweight Service
Service Description - Guaranteed, reliable, cost-effective delivery for non -palletized,
multiple package shipments sent to a single address on the same day. Time -definite or
day -definite delivery within 1 to 5 business days depending on level of service. Ideal
for scheduled pickup customers with frequent shipments of more than 100 pounds.
Available with UPS Next Day Air®, UPS Next Day Air SaverO, UPS 2nd Day Air A.M.®,
UPS 2nd Day Air®, UPS 3 Day Select®, and UPS Ground.
Time in Transit - 1-5 Business Days, Matches single package service offerings
• Area Coverage - Matches single package service offerings
UPS Worldwide Express Plus
Service Description - UPS Express Plus is UPS's premier international express
shipping solution, available to major cities in 56 countries around the world. It
guarantees customers will have their shipment early in their business day. It is an ideal
service for customers who need their shipment as soon as possible.
Time in Transit - To Canada: 1 Business Day, 8:30, 9:00, or 11:00 a.m.; To Europe: 2
Business Days, 9:00 or 11:00 a.m.; To Asia: 2-3 Business Days, 9:00 or 11:00 a.m.
Area Coverage - All UPS origins to 56 countries
UPS Worldwide Express
Service Description - UPS Express is UPS's premium, time -committed small package
express service, serving 121 countries worldwide. Time -definite delivery is guaranteed
in 1-3 business days, typically by 10:30 a.m. or noon. In limited areas, the time commit
is 2pm. For worldwide shipments to Europe, UPS has a competitive advantage of
delivering by 10:30 a.m. in 29 cities, while DHL and FedEX express services have
noon or EOD commitments in those cities.
• Time in Transit - 1-3 Business Days, 10:30 a.m. or 12:00 p.m. (limited areas 2 p.m.)
Area Coverage - All UPS origins to 121 countries
UPS Worldwide Express Saver
• Service Description - UPS Express Saver is UPS's day -definite small package express
service. Whether worldwide, transborder or domestic, service is guaranteed by end -of -
day in typically 1-3 business days.
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
Time in Transit - 1-3 Business Days, End of Day, depending on originldestination
Area Coverage - All UPS origins to all UPS destinations
UPS Expedited
• Service Description - UPS Expedited is a deferred, international small package service
that is guaranteed in 2-5 business days by end of day (guarantee applicable to U.S.
and Canada payors only).
Time in Transit - 2-5 Business Days, End of Day, depending on odgin/destination
• Area Coverage - From 60 countries to more than 220 countries and territories
UPS Standard / Worldwide Standard
Service Description - UPS Standard is a small package, "non -express", "deferred',
day -definite, ground service available in North America and Europe.
Time in Transit - 1-8 Business Days, End of Day, depending on origin/destination
Area Coverage - North America (between US, Canada and Mexico), Europe domestic,
transborder, and worldwide lanes between Norway, Switzerland, and the EU.
61 Within this RFP category there may be subcategories For the purposes of this RFP response, which only details our standard commercial services there are
of solutions. List subcategory titles that best describe no additional sub -categories.
your products and services.
Table 14B: Depth and Breadth 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
62
63
64
Category or Type
Shipment or delivery of letters, parcels, and packages
Shipment or delivery of heavyweight items and freight
I Offered
r: Yes
r No
r Yes
r: No
Products and accessorial services related to the shipment or r• Yes
delivery services described in Lines 62 and 63 above. r No
Table 15: Industry Specific Questions
Line Item Question
65 Describe any maximum weight or dimension
limitations applicable to the services offered.
Comments
See response to question 50.
Individual packages weighing over 150 lbs,
individual packages over 108 inches in
length, and individual packages over 165
inches in length plus girth as defined by
the UPS rate and service guide in effect at
the time of shipping are not included in this
RFP response.
For the purposes of this RFP response, the
charges for the pickup options below are
waived
Pick Up Options
Daily Pickup
Daily On Route
UPS Smart Pickup
Day -Specific Pickup- 4 Days
Day -Specific Pickup- 3 Days
Day -Specific Pickup- 1 or 2 Days
Response`
UPS has established speck weight and size limits for the packages that one sends with all UPS
services. The restrictions below only pertain to individual packages. There are no limits to the total
weight of your shipment or the total number of packages in your shipment Shipments larger than the
limits listed below are outside the scope of this contract.
Packages can be up to 150 lbs.
Packages can be up to 165 inches in length and girth combined -
length plus girth ((2 x width) + (2 x height))
Packages can be up to 108 inches in length.
• Packages with a large size -to -weight ratio require special pricing
and dimensional weight calculations.
Dimensional weight reflects package density, which is the amount
of space a package occupies in relation to its actual weight
Dimensional weight may apply to all UPS domestic and
international package services. Determine the package dimensions
in inches. For each dimension, measure at the longest point,
rounding each measurement to the nearest whole number (for
example, 1.00 to 1.49 will be considered 1, and 1.50 to 1.99 will be
considered 2). The minimum measurement for each dimension is 1
inch.
All shipments under any resulting contract will be subject to the UPS Rate & Service Guide, in effect
at the time of shipping. Additional restrictions may apply to certain services. Additional fees and
charges may apply due to size, weight, dimensions or other characteristics.
66 Describe available access points for tendering In addition to our drivers, UPS offers customers a wide range of access points through drop boxes,
shipments within your service offerings. retail outlets, and customer centers. Customers can find local access points by calling 1-800-PICK UPS
or accessing the UPS Drop -Off Locator online at UPS.com& UPS offers approximately 45,000 access
points. http:/Amm.ups.com/dropoff?loc=erl_US
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
67 Identify your capabilities and associated charges,
fees, or penalties, related to special pick-up,
handling, and delivery service requests, including
expedited or weekend services, address
corrections, undelivered or refused shipments, or
returns.
68 Identify your capabilities and associated charges,
fees, or penalties, related to shipping or delivery of
hazardous or biological materials, dangerous goods,
or firearms.
For the purposes of this RFP response, the charges for the pickup options below are waived -
Pick Up Options
Daily Pickup
Daily On Route
UPS Smart Pickup
Day -Specific Pickup- 4 Days
Day -Specific Pickup- 3 Days
Day -Specific Pickup- 1 or 2 Days
For a complete list of capabilities and associated charges, fees, or penalties, related to special pick-
up, handling, and delivery service requests, including expedited or weekend services, address
corrections, un-delivered or refused shipments, or returns, please reference the UPS Rate & Service
Guide, in effect at the time of shipping. All shipments are governed by the Tariff/Terms and Conditions
of Service, in effect at the time of shipping.
https:/Avww.ups.com/assets/resources/medialerLUS/daily—rates.pdf
" Dangerous Goods
Per the UPS TarifflTerms and Conditions of Service, located at www.ups.com/terms, UPS currently
transports hazardous materials within and between the U.S. and Puerto Rico. UPS handles all
shipments containing hazardous material or dangerous goods in accordance with the requirements as
outlined in the applicable governing regulations, including but not limited to Title 49 of the Code of
Federal Regulations (49 CFR) containing hazardous material or dangerous goods under this service.
We are able to carry hazardous materials for our customers as a contract service under the provisions
set forth in the UPS standard form Agreement for Transportation of Hazardous Materials (Agreement).
To receive hazardous materials service, the account holder must sign a contract for shipping service
with UPS.
As a transportation company, UPS is obligated to comply with all governmental laws and regulations
relating to the transportation of Hazardous Materials. Such laws and regulations are issued by the
Department of Transportation (D.O.T.), International Civil Aviation Organization (ICAO) and other
regulatory bodies to ensure the safe transportation and offering for transportation of Hazardous
Materials/Dangerous Goods using all modes, including highway, air, and rail.
UPS Hazardous Materials Contract Service provides a standardized and more efficient method of
handling hazardous materials in a compliant manner. The service is designed to maximize the benefit
to customers while minimizing the risks associated with these types of shipments. Due to heightened
security concerns, greater scrutiny is being given to shipment content In order to ship hazardous
materials/dangerous goods with UPS, you must enter into an Agreement that ensures compliance with
applicable Regulations as well as UPS carrier requirements. This Agreement covers the tendering of
U.S. domestic and U.S. origin International Dangerous Goods (IDG) shipments to UPS.
Details regarding specific types of shipments can be found in the UPS Rate & Service Guide and
Tariff/Terms and Conditions of Service, in effect at the time of shipping.
Fees referenced below and from the most recent UPS Rate & Service Guide and UPS Tariff/Terms
and Conditions of Service and are subject to change.
Dry Ice
Description
- Most non -Dangerous Goods shipments containing dry ice are
accepted, without requiring the shipper to enter into the UPS
Dangerous Goods Agreement (contract).
— Prepare and process these packages through WorldShip or UPS
CampusShip shipping systems, UPS Developer Kit or an
approved UPS Ready solution.
— The IATA "Shipper's Declaration for Dangerous Goods" is not
required for domestic shipments of non -Dangerous Goods
packed in dry ice. Title 49 C.F.R. Shipping Papers are only
required for non -medical shipments containing more than 5.5
pounds of dry ice.
— International dry ice shipping is available on a contractual basis
only.
— For more information, visit ups.com or call the Hazardous
Materials Support Center at 1-800-554-9964
Dangerous Goods (Hazardous Materials)
Description
• UPS accepts Hazardous Materials only from customers with a
UPS Dangerous Goods Agreement (contract) in effect and a
Scheduled Pickup account, and then for transport only within and
between all 50 states and Puerto Rico.
• Materials prepared in accordance with Title 49 C.F.R. 173.4 Small
Quantities for highway and rail, 173.4a Excepted Quantities, and
173.4b de minimis exceptions; and Excepted Quantities, as
defined in the International Air Transport Association (IATA) 2.7,
may be shipped without a Hazardous Materials contract in the 50
states and Puerto Rico.
• Intemational Dangerous Goods (IDG) shipments requiring
"Shipper's Declaration for Dangerous Goods," as defined under
the International Civil Aviation Organization (ICAO) and published
in the International Air Transport Association (IATA) "Dangerous
Goods Regulations," are accepted for transportation only as a
contractual service.
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298637C1-4D93-48DD-97B9-48E6A2A7640F
Excepted Quantities require a contract for International Dangerous
Goods QDG) service but are not subject to the additional
International Dangerous Goods (IDG) charge_
UPS accepts International Dangerous Goods (IDG) only for
transportation within and between defined international service
areas. For valid countries and territories, see ups.com/approved
countries.
• Domestic Air*, International Air* and UPS Worldwide Express
Freight Services Dangerous Goods are rated based on the class
of the commodity being shipped. If a package or shipment
contains any Accessible Dangerous Goods commodities or the
shipper fails to identify the class of the commodity, the Accessible
charge will apply.
• Accessible Dangerous Goods: Class 1.4 Explosives, Class 2.1
Flammable Gas, Class 2.2 Non -Flammable Gas in Cargo Aircraft
Only (CAO) quantities, Class 3 Flammable Liquid, Class 4
Flammable Solid, Dangerous When Wet, Class 5 Oxidizers and
Organic Peroxides, and Class 8 Corrosives.
Inaccessible Dangerous Goods: Class 2.2 Non -Flammable Gas in
Passenger (PAX) and Limited (LQ) quantities, Class 6 Toxic and
Infectious Substances, Class 7 Radioactive Material and Class 9
Miscellaneous Dangerous Substances.
— For additional information, call the Hazardous Materials Support
Center at 1-800-554-9964.
Fees -
Package
- UPSR Ground: $39.00
- UPSR Standard to/from Canada: the greater of $46.40 per shipment or $5.27 per Dangerous Goods
package Domestic and International Air Services Accessible Dangerous Goods
- UPS Domestic Air Services*: $115.00 per package
- UPS International Air Services*: the greater of $171.00 per
shipment or $20.53 per Dangerous Goods package
- UPS Worldwide Express Freight Services: the greater of $171.00
per shipment or$0.93 per lb.
Inaccessible Dangerous Goods
- UPS Domestic Air Services*: $54.50 per package
- UPS International Air Services*: the greater of $B5.50 per
shipment or $10.26 per Dangerous Goods package
- UPS Worldwide Express Freight Services: the greater of $85.50
per shipment or $0.47 per lb.
• Firearms
UPS accepts Packages containing firearms or ammunition only
pursuant to the following limitations. 3.7.1 Firearms UPS accepts
packages containing firearms (as defined by Title 18, Chapter 44,
and Title 26, Chapter 53 of the United States Code) only (a)
between licensed importers, licensed manufacturers, licensed
dealers, and licensed collectors (as defined in Title 18, Chapter 44
of the United States Code), and government agencies; and (b)
where not otherwise prohibited by federal, state, or local law from
(i) an individual to a licensed importer, licensed manufacturer,
licensed dealer or licensed collector; and (ii) from a licensed
importer, licensed manufacturer, licensed dealer, or licensed
collector to an individual. The Shipper shall comply with and shall
ensure that each Shipment containing firearms complies with all
federal, state, and local laws applicable to the Shipper, recipient,
and Package, including, without limitation, age restrictions.
— The Shipper must use Delivery Confirmation Adult Signature
Required and Direct Delivery Only services for each Package
containing a firearm (including handguns). UPS, in its sole and
unlimited discretion, may require the Shipper to select a UPS Next
Day Air@) delivery service for any Package containing a firearm.
Handguns (as defined by 18 U.S.C. § 921) will be accepted for t
transportation only via a UPS Next Day Air delivery service.
— Firearms (including handguns) are accepted for transportation
only via Scheduled Pickup Service or at a UPS Customer Center.
Firearms (including handguns) are not accepted for transportation
via UPS Drop Boxes or in response to a request for UPS On -Call
PickupO service, and are not eligible for Delivery Change
Requests (including, but not limited to, requests reroute) or UPS
My Choice® requests, or drop-off or pickup at UPS Access Point®
locations or Third Party Retailers. UPS Returns® Services are not
available for Packages containing firearms.
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4093-48DD-97B9-48E6A2A7640F
- Firearm parts, which do not constitute firearms as defined under
federal law (including ithout limitation Title 18, Chapter 44, and
Title 26, Chapter 53 of the United States Code), and which o
otherwise comply with federal, state, and local law, will be
accepted for transportation.
- Firearms (including handguns) and firearm parts are not accepted
for shipment internationally. Replicas or simulated firearms are not
accepted for shipment internationally except as a contractual
service.
Ammunition
UPS accepts ammunition for transportation where such
ammunition constitutes "cartridges, small arms," as defined in 49
C.F.R. § 173.59. The Shipper shall comply with and shall ensure
that each Shipment containing ammunition complies with all
federal, state, and local laws applicable to the Shipper, recipient,
and Package, including, without limitation, age restrictions. -
Ammunition will be transported only when packaged and labeled
in compliance with 49 C.F.R. § 172 (Hazardous Materials), and
must be shipped in accordance with the UPS Guide for Shipping
Ground and Air Hazardous Materials.
Ammunition may not be shipped in the same package as a firearm - To meet the exception for
Limited Quantity, ammunition can be shipped via UPS Ground only within the 48 contiguous United
States or UPS Ground Intra-Oahu and Intra-Alaska. All other allowable ammunition Shipments are
accepted only on a contractual basis, and must be prepared under the rules for a fully regulated
hazardous material. See further details in Section 3.11 ("Limited Quantity Packages"). - Ammunition is
not accepted for shipment internationally.
Biologicals
UPS accepts Packages containing 'Biological Substance,
Category B" as defined in 49 C.F.R. § 173.134, which are prepared
in accordance with all aspects of 49 C.F.R. § 173.199.
Transportation of other biological materials is limited, must be
prearranged, and will only be provided under the following
conditions: the Shipper has received prior written authorization
from UPS for the specific Package tendered; and the Shipper
requests service in accordance with the conditions set forth in the
written authorization from UPS for the Package tendered. Any
Package containing biological materials shall be considered a
Perishable Commodity.
The information provided above is from current UPS Tariff/Terms and Conditions of Service and is
subject to change.
Table 16: 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 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
Documents
Ensure your submission document(s) conforms to the following:
1. ocuments in P F format are preferred. ocuments in Word, xcel, or compatible formats may also be provided.
2. ocuments should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded
document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.
3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.
4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than
one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan
category save the document as "Marketing Plan."
■ Pricing - Sourcewell RFP #090121 Rate Chart - Final (2).xlsx - Tuesday August 31, 2021 11:49:55
• Financial Strenoth and Stabilitv - UPS Financial Information.pdf - Wednesday August 11, 2021 08:46:12
• Marketing Plan/Samples (optional)
• WMB /MB /SB or Related Certificates (optional)
• Warranty Information (optional)
• Standard Transaction ocument Samoles - UPS Customer Agreement for Sourcewell Members raft.docx - Monday August 30, 2021 10:51:35
• Uoload Additional ocument - Sourcewell RFP Response ocuments - UPS Tariff _Terms and Conditions, UPS Rate and Service Guide, UPS xceptions to
Contract Template, UPS Technology Agreement, GRI Content Index.zip - Monday August 30, 2021 11:21:09
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope 1D: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
Addenda, Terms and Conditions
PROPOSER AFFIDAVIT AND ASSURANCE OF COMPLIANCE
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:
1. 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: httos://www.treasurv.aov/ofac/downloads/sdnlist.odf;
2. Included on the government -wide exclusions lists in the United States System for Award Management found at: httos://sam.aovJSAM1; or
3. 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 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. - Joseph Miller, Sales
Support Manager, United Parcel Service, Inc.
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.
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
Check the box in the column have reviewed this addendum" below to acknowledge each of the addenda.
File Name
Addendum_5_Express_Courier_RFP_090121
Wed August 25 2021 06:59 PM
Addendum_4 Express_Courier RFP_090121
Wed August 18 2021 05:36 PM
Addendum_3_Express_Courier RFP_090121
Sun August 8 2021 09:33 PM
Adde ndum_2_Express_Cou rier_RFP_090121
Mon August 2 2021 05:17 PM
Addendum_1_Express_Courier RFP 090121
Wed July 28 2021 05:58 PM
1 have reviewed the
below addendum and
Pages
attachments (if
applicable)
F
2
r
1
r
3
r
2
r
2
Bid Number: RFP 090121 Vendor Name: United Parcel Service, Inc.
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A7640F
AMENDMENT
TO
CONTRACT #090121-UPS
THIS AMENDMENT is effective upon the date of the last signature below by and between
Sourcewell and United Parcel Service, Inc. (Supplier).
Sourcewell awarded a contract to Supplier to provide Express Courier and Ground Delivery
Logistics Services, to Sourcewell and its Participating Entities, effective March 3, 2022, through
November 11, 2025 (Agreement).
The parties agree that Article 13 A. Intellectual Property, is deleted in its entirety and replaced
with the attached and incorporated Trademark License Agreement.
Except as amended by this Amendment, the Original Agreement remains in full force and
effect.
Sourcewell
DocuSigned by:
�t vt guy SGI� wayf'�
I,22637679999D48F...
Jeremy Schwartz Director of Operations/CPO
8/30/2022 1 7:16 PM PDT
Date:
Approved:
ppp /Docu,Sy/igneedby:
1 66
6�`v
Chad Coauette, Executive Director/CEO
8/30/2022 1 2:00 PM PDT
Date:
United Parcel Service, Inc.
JDocuSigned by:
� w
B
Richard Wegner, Sales Support Manager
9/1/2022 1 5:39 AM PDT
Date:
DocuSign Envelope ID: 298B37C1-4D93-48DD-97B9-48E6A2A764OF
Sourcewell�
UPS #090121-UPS
Pricing for contract #090121-UPS is an Excel document available at sourcewell.co/ups-pricing.
If you do not have access to Microsoft Excel and would like a PDF version, please contact Jill Park at
iill.park(a)sourcewell-mn.gov or 218-895-4181.