HomeMy WebLinkAboutContract 63269MIf§0 099N9•1
FORT WORTH
CITY OF FORT WORTH
COOPERATIVE PURCHASE AGREEMENT
This Cooperative Purchase Agreement ("Agreement") is entered into by and between Zimmerer Kubota &
Equipment, Inc. ("Vendor") and the City of Fort Worth ("City"), a Texas home rule municipality.
The Cooperative Purchase Agreement includes the following documents which shall be construed in the order of
precedence in which they are listed:
1. This Cooperative Purchase Agreement;
2. Exhibit A — Seller's Discount Pricing;
3. Exhibit B — Cooperative Agency Contract (SW 112624-KBA); and
4. Exhibit C — Conflict of Interest Questionnaire
Exhibits A, B, and C, which are attached hereto and incorporated herein, are made a part of this
Agreement for all purposes. In the event of any conflict between the terms and conditions of Exhibits A, B,
or C and the terms and conditions set forth in the body of this Agreement, the terms and conditions of this
Agreement control.
City shall pay Vendor in accordance with the fee schedule in Exhibit A, including any future quotes, and
in accordance with the provisions of this Agreement. Total annual payment made under this non-exclusive
Agreement may be an amount up to Ten Million Dollars and Zero Cents ($10,000,000.00). The Vendor
acknowledges that this is a non-exclusive agreement and there is no guarantee of any specific amount of purchase.
Further, Vendor recognizes that the amount stated above is the total amount of funds available, collectively, for
any Vendor that enters into an agreement with the City under the relevant M&C or cooperative agreement and
that once the full amount has been exhausted, whether individually or collectively, funds have therefore been
exhausted under this Agreement as well.
The Parties will engage in multiple transactions to purchase off -road vehicles and/or other motorized
equipment under this Agreement. For each purchase made pursuant to this Agreement, Vendor must supply a
quote for the subject vehicles/equipment and the quote must conform with the then -current pricing under the
underlying cooperative agreement. If the City accepts the quote and places an order for the vehicles/equipment,
that quote shall be considered as an addendum to this agreement but is not required to be filed in the City records.
The Parties will maintain all quotes for the 3-year Audit period included herein.
The term of this Agreement is effective beginning on the date signed by the Assistant City Manager below
("Effective Date") and expires on January 31, 2026. The City shall be able to renew this agreement for three (3)
one-year renewal options by written agreement of the parties.
Vendor agrees that City shall, until the expiration of three (3) years after final payment under this
Agreement, or the final conclusion of any audit commenced during the said three years, have access to and the
right to examine at reasonable times any directly pertinent books, documents, papers and records, including, but
not limited to, all electronic records, of Vendor involving transactions relating to this Agreement at no additional
cost to City. Vendor agrees that City shall have access during normal working hours to all necessary Vendor
facilities and shall be provided adequate and appropriate workspace in order to conduct audits in compliance with
the provisions of this section. City shall give Vendor reasonable advance notice of intended audits.
Notices required pursuant to the provisions of this Agreement shall be conclusively determined to have
been delivered when (1) hand -delivered to the other party, its agents, employees, servants or representatives or
(2) received by the other party by United States Mail, registered, return receipt requested, addressed as follows:
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
To CITY:
To VENDOR:
City of Fort Worth Zimmerer Kubota & Equipment, Inc.
Attn: Valerie Washington, Assistant City Manager 5165 Mark IV Pkwy,
100 Fort Worth Trail Fort Worth, TX 76106
Fort Worth, TX 76102
Facsimile: N/A
With copy to Fort Worth City Attorney's Office at
same address
City is a government entity under the laws of the State of Texas and all documents held or maintained by
City are subject to disclosure under the Texas Public Information Act. To the extent the Agreement requires that
City maintain records in violation of the Act, City hereby objects to such provisions and such provisions are hereby
deleted from the Agreement and shall have no force or effect. In the event there is a request for information marked
Confidential or Proprietary, City shall promptly notify Vendor. It will be the responsibility of Vendor to submit
reasons objecting to disclosure. A determination on whether such reasons are sufficient will not be decided by
City, but by the Office of the Attorney General of the State of Texas or by a court of competent jurisdiction.
The Agreement and the rights and obligations of the parties hereto shall be governed by, and construed in
accordance with the laws of the United States and state of Texas, exclusive of conflicts of laws provisions. Venue
for any suit brought under the Agreement shall be in a court of competent jurisdiction in Tarrant County, Texas.
To the extent the Agreement is required to be governed by any state law other than Texas or venue in Tarrant
County, City objects to such terms and any such terms are hereby deleted from the Agreement and shall have no
force or effect.
Nothing herein constitutes a waiver of City's sovereign immunity. To the extent the Agreement requires
City to waive its rights or immunities as a government entity; such provisions are hereby deleted and shall have
no force or effect.
To the extent the Agreement, in any way, limits the liability of Vendor or requires City to indemnify or
hold Vendor or any third party harmless from damages of any kind or character, City objects to these terms and
any such terms are hereby deleted from the Agreement and shall have no force or effect.
If Vendor has fewer than 10 employees or this Agreement is for less than $100,000, this section does not
apply. Vendor acknowledges that in accordance with Chapter 2271 of the Texas Government Code, the City is
prohibited from entering into a contract with a company for goods or services unless the contract contains a written
verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term
of the contract. The terms "boycott Israel" and "company" has the meanings ascribed to those terms in Chapter
2271 of the Texas Government Code. By signing this Agreement, Vendor certifies that Vendor's signature
provides written verification to the City that Vendor: (1) does not boycott Israel; and (2) will not boycott Israel
during the term of the Agreement.
If Vendor has fewer than 10 employees or this Agreement is for less than $100,000, this section does not
apply. Vendor acknowledges that in accordance with Chapter 2276 of the Texas Government Code, the City is
prohibited from entering into a contract for goods or services that has a value of $100,000 or more that is to be
paid wholly or partly from public funds of the City with a company with 10 or more full-time employees unless
the contract contains a written verification from the Vendor that it: (1) does not boycott energy companies; and
(2) will not boycott energy companies during the term of this Agreement. To the extent that Chapter 2276 of the
Government Code is applicable to this Agreement, by signing this Agreement, Vendor certifies that Vendor's
signature provides written verification to the City that Vendor: (1) does not boycott energy companies; and (2)
will not boycott energy companies during the term of this Agreement.
If Vendor has fewer than 10 employees or this Agreement is for less than $100,000, this section does not
apply. Vendor acknowledges that except as otherwise provided by Chapter 2274 of the Texas Government Code,
the City is prohibited from entering into a contract for goods or services that has a value of $100,000 or more that
is to be paid wholly or partly from public funds of the City with a company with 10 or more full-time employees
unless the contract contains a written verification from the Vendor that it: (1) does not have a practice, policy,
guidance, or directive that discriminates against a firearm entity or firearm trade association; and (2) will not
discriminate during the term of the contract against a firearm entity or firearm trade association. To the extent
that Chapter 2274 of the Government Code is applicable to this Agreement, by signing this Agreement, Vendor
certifies that Vendor's signature provides written verification to the City that Vendor: (1) does not have a practice,
policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and (2) will
not discriminate against a firearm entity or firearm trade association during the term of this Agreement.
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:
//ry� CONTRACT COMPLIANCE MANAGER:
11ka,, WeA� By signing I acknowledge that I am the person
By: Valerie Washington (May 14, 2025 10:30 CDT) responsible for the monitoring and administration
Name: Valerie Washington of this contract, including ensuring all performance
Title: Assistant City Manager and reporting requirements.
Date:
APPROVAL RECOMMENDED:
By: Reginald Zeno (May 13, 2025 16:19 CDT)
Name: Reginald Zeno
Title: Chief Financial Officer/Director
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ATTEST: A; F FORr!yoaa
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By: CJj
Name: Jannette Goodall
Title: City Secretary
VENDOR:
Zimmerer K ota & Equi ent, Inc.
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Title:
Date:
By:
Name: Christopher Ha
Title: Senior Buyer
FR > > ;1133A 1117:F.� I1111 ICI] 90V Kiel 110 O(W.1 ""I
By: 4M CL�
Name: Amarna Muhammad
Title: Assistant City Attorney
CONTRACT AUTHORIZATION:
M&C: 23-0450
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Exhibit A
0 •
Contract # 112624-KBA
K-A) kx
Tractors Tractors B 22%
Tractors Tractors L 22%
LX
Tractors [Tractors M 22%
MX
Turf Residential/Commercial Mower F 22%
Residential Commercial Mower G R
Turf Residential/Commercial Mower T 22%
Residential Commercial Mower Z 22%
Turf Residential/Commercial Mower SZ 22%
121 22%
Turf Residential/Commercial Mower ZG / ZD 22%
Utility Vehicles RTV/ RTV-X * 22%
Land Management Disc Mowers DM 22%
Land Management ders
Land Management Rotary Rakes RA 22%
Land Management Spreaders
Tractor/Loader/Backhoe Tractor/Loader/Backhoe TLB 22%
Construction Equipment Compact Track Loader/Skid Steers/Stand-on Track Loader I SVL / SSV/ SCL 24%
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Exhibit B 112624-KBA
Sourcewell Pa'
MASTER AGREEMENT #112624
CATEGORY: Grounds Maintenance Equipment and Related Attachments
SUPPLIER: Kubota Tractor Corporation
This Master Agreement (Agreement) is between Sourcewell, a Minnesota service cooperative located at
202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Kubota Tractor
Corporation, 1000 Kubota Drive, Grapevine, TX 76051 (Supplier).
Sourcewell is a local government and service cooperative created under the laws of the State of
Minnesota (Minnesota Statutes Section 123A.21) offering a Cooperative Purchasing Program to eligible
participating government entities
Under this Master Agreement entered with Sourcewell, Supplier will provide Included Solutions to
Participating Entities through Sourcewell's Cooperative Purchasing Program.
Article 1:
General Terms
The General Terms in this Article 1 control the operation of this Master Agreement between Sourcewell
and Supplier and apply to all transactions entered by Supplier and Participating Entities. Subsequent
Articles to this Master Agreement control the rights and obligations directly between Sourcewell and
Supplier (Article 2), and between Supplier and Participating Entity (Article 3), respectively. These Article 1
General Terms control over any conflicting terms. Where this Master Agreement is silent on any subject,
Participating Entity and Supplier retain the ability to negotiate mutually acceptable terms.
1) Purpose. Pursuant to Minnesota law, the Sourcewell Board of Directors has authorized a Cooperative
Purchasing Program designed to provide Participating Entities with access to competitively awarded
cooperative purchasing agreements. To facilitate the Program, Sourcewell has awarded Supplier this
cooperative purchasing Master Agreement following a competitive procurement process intended to
meet compliance standards in accordance with Minnesota law and the requirements contained
herein.
2) Intent. The intent of this Master Agreement is to define the roles of Sourcewell, Supplier, and
Participating Entity as it relates to Sourcewell's Cooperative Purchasing Program.
3) Participating Entity Access. Sourcewell's Cooperative Purchasing Program Master Agreements are
available to eligible public agencies (Participating Entities). A Participating Entity's authority to access
Sourcewell's Cooperative Purchasing Program is determined through the laws of its respective
jurisdiction.
4) Supplier Access. The Included Solutions offered under this Agreement may be made available to any
Participating Entity. Supplier understands that a Participating Entity's use of this Agreement is at the
Participating Entity's sole convenience. Supplier will educate its sales and service forces about
Sourcewell eligibility requirements and required documentation. Supplier will be responsible for
ensuring sales are with Participating Entities.
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5) Term. This Agreement is effective upon the date of the final signature below. The term of this
Agreement is four (4) years from the effective date. The Agreement expires at 11:59 P.M. Central
Time on January 31, 2029, unless it is cancelled or extended as defined in this Agreement.
a) Extensions. Sourcewell and Supplier may agree to up to three (3) additional one-year extensions
beyond the original four-year term. The total possible length of this Agreement will be seven (7)
years from the effective date.
b) Exceptional Circumstances. Sourcewell retains the right to consider additional extensions as
required under exceptional circumstances.
6) Survival of Terms. Notwithstanding the termination of this Agreement, the obligations of this
Agreement will continue through the performance period of any transaction entered between
Supplier and any Participating Entity before the termination date.
7) Scope. Supplier is awarded a Master Agreement to provide the solutions identified in RFP #112624
to Participating Entities. In Scope solutions include:
a) Lawn and garden equipment for all types of lawn, field and turf care, golf course, landscape,
sidewalk, walking path, and parking lot maintenance, and snow removal;
b) Irrigation and aeration equipment, systems, parts, and installation; and
c) Beach and waterfront maintenance equipment and accessories.
8) Included Solutions. Supplier's Proposal to the above referenced RFP is incorporated into this Master
Agreement. Only those Solutions included within Supplier's Proposal and within Scope (Included
Solutions) are included within the Agreement and may be offered to Participating Entities.
9) Indefinite Quantity. This Master Agreement defines an indefinite quantity of sales to eligible
Participating Entities.
10) Pricing. Pricing information (including Pricing and Delivery and Pricing Offered tables) for all Included
Solutions within Supplier's Proposal is incorporated into this Master Agreement.
11) Not to Exceed Pricing. Suppliers may not exceed the prices listed in the current Pricing List on file
with Sourcewell when offering Included Solutions to Participating Entities. Participating Entities may
request adjustments to pricing directly from Supplier during the negotiation and execution of any
transaction.
12) Open Market. Supplier's open market pricing process is included within its Proposal.
13) Supplier Representations:
i) Compliance. Supplier represents and warrants it will provide all Included Solutions
under this Agreement in full compliance with applicable federal, state, and local laws and
regulations.
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ii) Licenses. As applicable, Supplier will maintain a valid status on all required federal, state,
and local licenses, bonds, and permits required for the operation of Supplier's business with
Participating Entities. Participating Entities may request all relevant documentation directly from
Supplier.
iii) Supplier Warrants. Supplier warrants that all Included Solutions furnished under this
Agreement are free from liens and encumbrances, and are free from defects in design, materials,
and workmanship. In addition, Supplier warrants the Solutions are suitable for and will perform
in accordance with the ordinary use for which they are intended.
14) Bankruptcy Notices. Supplier certifies and warrants it is not currently in a bankruptcy proceeding.
Supplier has disclosed all current and completed bankruptcy proceedings within the past seven years
within its Proposal. Supplier must provide notice in writing to Sourcewell if it enters a bankruptcy
proceeding at any time during the term of this Agreement.
15) Debarment and Suspension. 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, 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 Agreement. Supplier further
warrants that it will provide immediate written notice to Sourcewell if this certification changes at
any time during the term of this Agreement.
16) Provisions for non -United States federal entity procurements under United States federal awards
or other awards (Appendix II to 2 C.F.R § 200). Participating Entities that use United States federal
grant or other federal funding to purchase solutions from this Agreement may be subject to
additional requirements including the procurement standards of the Uniform Administrative
Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200.
Participating Entities may have additional requirements based on specific funding source terms or
conditions. Within this Section, all references to "federal" should be interpreted to mean the United
States federal government. The following list applies when a Participating Entity accesses Supplier's
Included Solutions with United States federal funds.
i) EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. §
60, all agreements that meet the definition of "federally assisted construction contract" in 41
C.F.R. § 60-1.3 must include the equal opportunity clause provided under 41 C.F.R. § 60-1.4(b), in
accordance with Executive Order 11246, "Equal Employment Opportunity" (30 FR 12319, 12935,
3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, "Amending
Executive Order 11246 Relating to Equal Employment Opportunity," and implementing
regulations at 41 C.F.R. § 60, "Office of Federal Contract Compliance Programs, Equal
Employment Opportunity, Department of Labor." The equal opportunity clause is incorporated
herein by reference.
ii) DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal
program legislation, all prime construction contracts in excess of $2,000 awarded by non-federal
entities must include a provision for compliance with the Davis -Bacon Act (40 U.S.C. § 3141-
3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5,
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"Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted
Construction"). In accordance with the statute, contractors must be required to pay wages to
laborers and mechanics at a rate not less than the prevailing wages specified in a wage
determination made by the Secretary of Labor. In addition, contractors must be required to pay
wages not less than once a week. The non-federal entity must place a copy of the current
prevailing wage determination issued by the Department of Labor in each solicitation. The
decision to award a contract or subcontract must be conditioned upon the acceptance of the
wage determination. The non-federal entity must report all suspected or reported violations to
the federal awarding agency. The contracts must also include a provision for compliance with the
Copeland "Anti -Kickback" Act (40 U.S.C. § 3145), as supplemented by Department of Labor
regulations (29 C.F.R. § 3, "Contractors and Subcontractors on Public Building or Public Work
Financed in Whole or in Part by Loans or Grants from the United States"). The Act provides that
each contractor or subrecipient must be prohibited from inducing, by any means, any person
employed in the construction, completion, or repair of public work, to give up any part of the
compensation to which he or she is otherwise entitled. The non-federal entity must report all
suspected or reported violations to the federal awarding agency. Supplier must comply with all
applicable Davis -Bacon Act provisions.
iii) CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708).
Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that
involve the employment of mechanics or laborers must include a provision for compliance with
40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).
Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of
every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of
the standard work week is permissible provided that the worker is compensated at a rate of not
less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in
the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and
provide that no laborer or mechanic must be required to work in surroundings or under working
conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to
the purchases of supplies, materials, or articles ordinarily available on the open market, or
contracts for transportation or transmission of intelligence. This provision is hereby incorporated
by reference into this Agreement. Supplier certifies that during the term of an award for all
Agreements by Sourcewell resulting from this procurement process, Supplier must comply with
applicable requirements as referenced above.
iv) RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal
award meets the definition of "funding agreement" under 37 C.F.R. § 401.2(a) and the recipient
or subrecipient wishes to enter into a contract with a small business firm or nonprofit
organization regarding the substitution of parties, assignment or performance of experimental,
developmental, or research work under that "funding agreement," the recipient or subrecipient
must comply with the requirements of 37 C.F.R. § 401, "Rights to Inventions Made by Nonprofit
Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative
Agreements," and any implementing regulations issued by the awarding agency. Supplier
certifies that during the term of an award for all Agreements by Sourcewell resulting from this
procurement process, Supplier must comply with applicable requirements as referenced above.
v) CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION
CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of
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$150,000 require the non-federal award to agree to comply with all applicable standards, orders
or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal
Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to
the Federal awarding agency and the Regional Office of the Environmental Protection Agency
(EPA). Supplier certifies that during the term of this Agreement it will comply with applicable
requirements as referenced above.
vi) DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract
award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide
exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines
at 2 C.F.R. § 180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and
12689 (3 C.F.R. § 1989 Comp., p. 235), "Debarment and Suspension." SAM Exclusions contains
the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties
declared ineligible under statutory or regulatory authority other than Executive Order 12549.
Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed
for debarment, declared ineligible, or voluntarily excluded from participation by any federal
department or agency.
vii) BYRD ANTI -LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must
file any required certifications. Suppliers must not have used federal appropriated funds to pay
any person or organization for influencing or attempting to influence an officer or employee of
any agency, a member of Congress, officer or employee of Congress, or an employee of a
member of Congress in connection with obtaining any federal contract, grant, or any other
award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds
that takes place in connection with obtaining any federal award. Such disclosures are forwarded
from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures
required by, and otherwise comply with, the Byrd Anti -Lobbying Amendment (31 U.S.C. § 1352).
viii) RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply
with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further
certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after
grantees or subgrantees submit final expenditure reports or quarterly or annual financial
reports, as applicable, and all other pending matters are closed.
ix) ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable,
Supplier must comply with the mandatory standards and policies relating to energy efficiency
which are contained in the state energy conservation plan issued in compliance with the Energy
Policy and Conservation Act.
x) BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must
comply with all applicable provisions of the Buy American Act. Purchases made in accordance
with the Buy American Act must follow the applicable procurement rules calling for free and
open competition.
xi) ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized
representatives of a federal agency must have access to any books, documents, papers and
records of Supplier that are directly pertinent to Supplier's discharge of its obligations under this
Agreement for the purpose of making audits, examinations, excerpts, and transcriptions. The
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right also includes timely and reasonable access to Supplier's personnel for the purpose of
interview and discussion relating to such documents.
xii) PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity
that is a state agency or agency of a political subdivision of a state and its contractors must
comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource
Conservation and Recovery Act. The requirements of Section 6002 include procuring only items
designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that
contain the highest percentage of recovered materials practicable, consistent with maintaining a
satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the
value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring
solid waste management services in a manner that maximizes energy and resource recovery;
and establishing an affirmative procurement program for procurement of recovered materials
identified in the EPA guidelines.
xiii) FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier cannot use the seal(s), logos, crests,
or reproductions of flags or likenesses of Federal agency officials without specific pre -approval.
xiv) NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party
to this Agreement or any purchase by a Participating Entity and is not subject to any obligations
or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter
resulting from the Agreement or any purchase by an authorized user.
xv) PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The
Contractor acknowledges that 31 U.S.C. § 38 (Administrative Remedies for False Claims and
Statements) applies to the Supplier's actions pertaining to this Agreement or any purchase by a
Participating Entity.
xvi) FEDERAL DEBT. The Supplier certifies that it is non -delinquent in its repayment of any
federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit
disallowance, and benefit overpayments.
xvii) CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services,
Sourcewell, and Participating Entity as soon as possible if this Agreement or any aspect related
to the anticipated work under this Agreement raises an actual or potential conflict of interest (as
described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in
writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and
Participating Entity are able to assess the actual or potential conflict; and provide any additional
information as necessary or requested.
xviii) U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with
U.S. Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of
resources and support to individuals and organizations associated with terrorism.
xix) PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE
SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of
this Agreement it will comply with applicable requirements of 2 C.F.R. § 200.216.
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xx) DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier
certifies that during the term of this Agreement, Supplier will comply with applicable
requirements of 2 C.F.R. § 200.322.
Article 2:
Sourcewell and Supplier Obligations
The Terms in this Article 2 relate specifically to Sourcewell and its administration of this Master
Agreement with Supplier and Supplier's obligations thereunder.
1) Authorized Sellers. Supplier must provide Sourcewell a current means to validate or authenticate
Supplier's authorized dealers, distributors, or resellers which may complete transactions of Included
Solutions offered under this Agreement. Sourcewell may request updated information in its
discretion, and Supplier agrees to provide requested information within a reasonable time.
2) Product and Price Changes Requirements. Supplier may request Included Solutions changes,
additions, or deletions at any time. All requests must be made in writing by submitting a Sourcewell
Price and Product Change Request Form to Sourcewell. At a minimum, the request must:
• Identify the applicable Sourcewell Agreement number;
• Clearly specify the requested change;
• Provide sufficient detail to justify the requested change;
• Individually list all Included Solutions affected by the requested change, along with the
requested change (e.g., addition, deletion, price change); and
• Include a complete restatement of Pricing List with the effective date of the modified pricing,
or product addition or deletion. The new pricing restatement must include all Included
Solutions 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 Agreement and will be incorporated by reference.
3) Authorized Representative. Supplier will assign an Authorized Representative to Sourcewell for this
Agreement and must provide prompt notice to Sourcewell if that person is changed. The Authorized
Representative will be responsible for:
Maintenance and management of this Agreement;
Timely response to all Sourcewell and Participating Entity inquiries; and
Participation in reviews with Sourcewell.
Sourcewell's Authorized Representative is its Chief Procurement Officer.
4) Performance Reviews. Supplier will perform a minimum of one review with Sourcewell per
agreement year. The review will cover transactions to Participating Entities, pricing and terms,
administrative fees, sales data reports, performance issues, supply chain issues, customer issues, and
any other necessary information.
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5) Sales Reporting Required. Supplier is required as a material element to this Master Agreement to
report all completed transactions with Participating Entities utilizing this Agreement. Failure to
provide complete and accurate reports as defined herein will be a material breach of the Agreement
and Sourcewell reserves the right to pursue all remedies available at law including cancellation of
this Agreement.
6) Reporting Requirements. Supplier must provide Sourcewell an activity report of all transactions
completed utilizing this Agreement. Reports are due at least once each calendar quarter (Reporting
Period). Reports must be received no later than 45 calendar days after the end of each calendar
quarter. Supplier may report on a more frequent basis in its discretion. Reports must be provided
regardless of the amount of completed transactions 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:
• 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;
• Sourcewell Participating Entity Account Number;
• Transaction Description;
• Transaction Purchased Price;
• Sourcewell Administrative Fee Applied; and
• Date Transaction was invoiced/sale was recognized as revenue by Supplier.
If collected by Supplier, the Report may include the following fields as available:
• Participating Entity Contact Name;
• Participating Entity Contact Email Address;
• Participating Entity Contact Telephone Number;
7) Administrative Fee. In consideration for the support and services provided by Sourcewell, Supplier
will pay an Administrative Fee to Sourcewell on all completed transactions to Participating Entities
utilizing this Agreement. Supplier will include its Administrative Fee within its proposed pricing.
Supplier may not directly charge Participating Entities to offset the Administrative Fee.
8) Fee Calculation. Supplier's Administrative Fee payable to Sourcewell will be calculated as a stated
percentage (listed in Supplier's Proposal) of all completed transactions utilizing this Master
Agreement within the preceding Reporting Period. For certain categories, a flat fee may be
proposed. The Administrative Fee will be stated in Supplier's Proposal.
9) Fee Remittance. Supplier will remit fee to Sourcewell no later than 45 calendar days after the close
of the preceding calendar quarter in conjunction with Supplier's Reporting Period obligations
defined herein. Payments should note the Supplier's name and Sourcewell-assigned Agreement
number in the memo; and must be either mailed to Sourcewell above "Attn: Accounts Receivable" or
remitted electronically to Sourcewell's banking institution per Sourcewell's Finance department
instructions.
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10) Noncompliance. Sourcewell reserves the right to seek all remedies available at law for unpaid or
underpaid Administrative Fees due under this Agreement. Failure to remit payment, delinquent
payments, underpayments, or other deviations from the requirements of this Agreement may be
deemed a material breach and may result in cancellation of this Agreement and disbarment from
future Agreements.
11) Audit Requirements. Pursuant to Minn. Stat. § 16C.05, subdivision 5, the books, records,
documents, and accounting procedures and practices relevant to this Agreement are subject to
examination by Sourcewell and the Minnesota State Auditor for a minimum of six years from the end
of this Agreement. Supplier agrees to fully cooperate with Sourcewell in auditing transactions under
this Agreement to ensure compliance with pricing terms, correct calculation and remittance of
Administrative Fees, and verification of transactions as may be requested by a Participating Entity or
Sourcewell.
12) Assignment, Transfer, and Administrative Changes. Supplier may not assign or otherwise transfer its
rights or obligations under this Agreement without the prior written consent of Sourcewell. Such
consent will not be unreasonably withheld. Sourcewell reserves the right to unilaterally assign all or
portions of this Agreement within its sole discretion to address corporate restructurings, mergers,
acquisitions, or other changes to the Responsible Party and named in the Agreement. Any prohibited
assignment is invalid. Upon request Sourcewell may make administrative changes to agreement
documentation such as name changes, address changes, and other non -material updates as
determined within its sole discretion.
13) Amendments. Any material change to this Agreement must be executed in writing through an
amendment and will not be effective until it has been duly executed by the parties.
14) Waiver. Failure by Sourcewell to enforce any right under this Agreement 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.
15) Complete Agreement. This Agreement represents the complete agreement between the parties for
the scope as defined herein. Supplier and Sourcewell may enter into separate written agreements
relating specifically to transactions outside of the scope of this Agreement.
16) Relationship of Sourcewell and Supplier. This Agreement does not create a partnership, joint
venture, or any other relationship such as employee, independent contractor, master -servant, or
principal -agent.
17) Indemnification. Supplier must indemnify, defend, save, and hold Sourcewell, including their agents
and employees, harmless from any claims or causes of action, including attorneys' fees incurred by
Sourcewell, arising out of any act or omission in the performance of this Agreement 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 design, condition, or performance of Included
Solutions under this Agreement. Sourcewell's responsibility will be governed by the State of
Minnesota's Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.
18) Data Practices. Supplier and Sourcewell acknowledge Sourcewell is subject to the Minnesota
Government Data Practices Act, Minnesota Statutes Chapter 13. As it applies to all data created and
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maintained in performance of this Agreement, Supplier may be subject to the requirements of this
chapter.
19) Grant of License.
a) During the term of this Agreement:
i) Supplier Promotion. Sourcewell grants to Supplier a royalty -free, worldwide, non-exclusive
right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising,
promotional materials, and informational sites for the purpose of marketing Sourcewell's
Agreement with Supplier.
ii) Sourcewell Promotion. Supplier grants to Sourcewell a royalty -free, worldwide, non-
exclusive right and license to use Supplier's trademarks in advertising, promotional
materials, and informational sites for the purpose of marketing Supplier's Agreement with
Sourcewell.
b) Limited Right of Sublicense. The right and license granted herein includes a limited right of each
party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers,
marketing representatives, partners, or agents (collectively "Permitted Sublicensees") in
advertising, promotional, or informational materials for the purpose of marketing the Parties'
relationship. Any sublicense granted will be subject to the terms and conditions of this Article.
Each party will be responsible for any breach of this section by any of their respective
Sublicensees.
c) Use; Quality Control.
i) Neither party may alter the other party's trademarks from the form provided and must
comply with removal requests as to specific uses of its trademarks or logos.
ii) Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party's
trademarks only in good faith and in a dignified manner consistent with such party's use of
the trademarks. Each party may make written notice to the other regarding misuse under
this section. The offending party will have 30 days of the date of the written notice to cure
the issue or the license/sublicense will be terminated.
d) Termination. Upon the termination of this Agreement for any reason, each party, including
Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and
the like bearing the other party's name or logo (excepting Sourcewell's pre-printed catalog of
suppliers which may be used until the next printing). Supplier must return all marketing and
promotional materials, including signage, provided by Sourcewell, or dispose of it according to
Sourcewell's written directions.
20) Venue and Governing law between Sourcewell and Supplier Only. The substantive and procedural
laws of the State of Minnesota will govern this Agreement between Sourcewell and Supplier. Venue
for all legal proceedings arising out of this Agreement between Sourcewell and Supplier will be in
court of competent jurisdiction within the State of Minnesota. This section does not apply to any
dispute between Supplier and Participating Entity. This Agreement reserves the right for Supplier and
Participating Entity to negotiate this term to within any transaction documents.
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21) Severability. If any provision of this Agreement 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 Agreement is capable of being performed, it will not be affected
by such determination or finding and must be fully performed.
22) Insurance Coverage. At its own expense, Supplier must maintain valid insurance policy(ies) during
the performance of this Agreement 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:
a) 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 Agreement.
• $1,500,000 each occurrence Bodily Injury and Property Damage
• $1,500,000 Personal and Advertising Injury
• $2,000,000 aggregate for products liability -completed operations
• $2,000,000 general aggregate
b) Certificates of Insurance. Prior to execution of this Agreement, Supplier must furnish to
Sourcewell a certificate of insurance, as evidence of the insurance required under this
Agreement. 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 provided to in an
alternative manner as directed by Sourcewell. The certificates must be signed by a person
authorized by the insurer(s) to bind coverage on their behalf. Failure of Supplier to maintain the
required insurance and documentation may constitute a material breach.
c) Additional Insured Endorsement and Primary and Non-contributory Insurance Clause. Supplier
agrees to list Sourcewell, including its 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 Agreement or other 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.
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e) Umbrella/Excess Liability/SELF-INSURED RETENTION. The limits required by this Agreement can
be met by either providing a primary policy or in combination with umbrella/excess liability
policy(ies), or self -insured retention.
23) Termination for Convenience. Sourcewell or Supplier may terminate this Agreement upon 60
calendar days' written notice to the other Party. Termination pursuant to this section will not relieve
the Supplier's obligations under this Agreement for any transactions entered with Participating
Entities through the date of termination, including reporting and payment of applicable
Administrative Fees.
24) Termination for Cause. Sourcewell may terminate this Agreement upon providing written notice of
material breach to Supplier. Notice must describe the breach in reasonable detail and state the
intent to terminate the Agreement. Upon receipt of Notice, the Supplier will have 30 calendar days
in which it must cure the breach. Termination pursuant to this section will not relieve the Supplier's
obligations under this Agreement for any transactions entered with Participating Entities through the
date of termination, including reporting and payment of applicable Administrative Fees.
Article 3:
Supplier Obligations to Participating Entities
The Terms in this Article 3 relate specifically to Supplier and a Participating Entity when entering
transactions utilizing the General Terms established in this Master Agreement. Article 1 General Terms
control over any conflict with this Article 3. Where this Master Agreement is silent on any subject,
Participating Entity and Supplier retain the ability to negotiate mutually acceptable terms.
1) Quotes to Participating Entities. Suppliers are encouraged to provide all pricing information
regarding the total cost of acquisition when quoting to a Participating Entity. Suppliers and
Participating Entities are encouraged to include all cost specifically associated with or included within
the Suppliers proposal and Included Solutions within transaction documents.
2) Shipping, Delivery, Acceptance, Rejection, and Warranty. Supplier's proposal may include proposed
terms relating to shipping, delivery, inspection, and acceptance/rejection and other relevant terms
of tendered Solutions. Supplier and Participating Entity may negotiate final terms appropriate for the
specific transaction relating to non -appropriation, shipping, delivery, inspection,
acceptance/rejection of tendered Solutions, and warranty coverage for Included Solutions. Such
terms may include, but are not limited to, costs, risk of loss, proper packaging, inspection rights and
timelines, acceptance or rejection procedures, and remedies as mutually agreed include notice
requirements, replacement, return or exchange procedures, and associated costs.
3) Applicable Taxes. Participating Entity is responsible for notifying supplier of its tax-exempt status and
for providing Supplier with any valid tax -exemption certification(s) or related documentation.
4) Ordering Process and Payment. Supplier's ordering process and acceptable forms of payment are
included within its Proposal. Participating Entities will be solely responsible for payment to Supplier
and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.
5) Transaction Documents. Participating Entity may require the use of its own forms to complete
transactions directly with Supplier utilizing the terms established in this Agreement. Supplier's
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standard form agreements may be offered as part of its Proposal. Supplier and Participating Entity
may complete and document transactions utilizing any type of transaction documents as mutually
agreed. In any transaction document entered utilizing this Agreement, Supplier and Participating
Entity must include specific reference to this Master Agreement by number and to Participating
Entity's unique Sourcewell account number.
6) Additional Terms and Conditions Permitted. Participating Entity and Supplier may negotiate and
include additional terms and conditions within transaction documentation as mutually agreed. Such
terms may supplant or supersede this Master Agreement when necessary and as solely determined
by Participating Entity. Sourcewell has expressly reserved the right for Supplier and Participating
Entity to address any necessary provisions within transaction documents not expressly included
within this Master Agreement, including but not limited to transaction cancellation, dispute
resolution, governing law and venue, non -appropriation, insurance, defense and indemnity, force
majeure, and other material terms as mutually agreed.
7) Subsequent Agreements and Survival. Supplier and Participating Entity may enter into a separate
agreement to facilitate long-term performance obligations utilizing the terms of this Master
Agreement as mutually agreed. Such agreements may provide for a performance period extending
beyond the full term of this Master Agreement as determined in the discretion of Participating
Entity.
8) Participating Addendums. Supplier and Participating Entity may enter a Participating Addendum or
similar document extending and supplementing the terms of this Master Agreement to facilitate
adoption as may be required by a Participating Entity.
Sourcewell
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Title: Chief Procurement Officer
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Date:
Kubota Tractor Corporation
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v052824 13
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
RFP 112624 - Grounds Maintenance Equipment and Related
Attachments
Vendor Details
Company Name:
Kubota Tractor Corporation
1000 Kubota Drive
Address:
Grapevine, Texas 76051
Contact:
Trisha Davis
Email:
trisha.davis@kubota.com
Phone:
817-532-3879
Fax:
888-458-2682
HST#:
952801513
Submission Details
Created On:
Tuesday October 22, 2024 13:18:58
Submitted On:
Monday November 25, 2024 13:26:15
Submitted By:
Michael Bond
Email:
michael.bond@kubota.com
Transaction #:
6c8c299d-1 c2e-4d96-808b-702dddc44484
Submitter's IP Address:
209.249.99.117
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
Specifications
Table 1: Proposer Identity & Authorized Representatives (Not Scored)
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).
Table 1 Specific Instructions. Sourcewell requires identification of all parties responsible for providing Solutions under a resulting master
agreement(s) (Responsible Supplier). Proposers are strongly encouraged to include all potential Responsible Suppliers including any
corporate affiliates, subsidiaries, D.B.A., and any other authorized entities within a singular proposal. All information required under this
RFP must be included for each Responsible Supplier as instructed. Proposers with multiple Responsible Supplier options may choose to
respond individually as distinct entities, however each response will be evaluated individually and only those proposals recommended for
award may result in a master agreement award. Unawarded entities will not be permitted to later be added to an existing master
agreement through operation of Proposer's corporate organization affiliation.
Line
Item Question Response*
1 Provide the legal name of the Proposer Kubota Tractor Corporation
authorized to submit this Proposal.
2 In the event of award, is this entity the Yes - Kubota Tractor Corporation
Responsible Supplier that will execute the
master agreement with Sourcewell? Y or N.
3 Identify all subsidiaries, D.B.A., authorized Kubota Tractor Corporation
affiliates, and any other entity that will be
responsible for offering and performing delivery
of Solutions within this Proposal (i.e.
Responsible Supplier(s) that will execute a
master agreement with Sourcewell).
4
Provide your CAGE code or Unique Entity
N/A
Identifier (SAM):
5
Provide your NAICS code applicable to
423820 others apply as well
Solutions proposed.
6
Proposer Physical Address:
1000 Kubota Drive
Grapevine, TX 76051
7
Proposer website address (or addresses):
www.kubotausa.com
8
Proposer's Authorized Representative (name,
Paul Manger
title, address, email address & phone) (The
Executive Director
representative must have authority to sign
1000 Kubota Drive, Grapevine, TX 76051
the "Proposer's Assurance of Compliance" on
Paul.Manger@kubota.com
behalf of the Proposer):
(817) 756-1171
9 Proposer's primary contact for this proposal
Trisha Davis
(name, title, address, email address & phone):
National Accounts Gov't Specialist
1000 Kubota Drive; Grapevine, TX 76051
Trisha.Davis@kubota.com
(817) 876-5819
10
Proposer's other contacts for this proposal, if
Mark Adams
any (name, title, address, email address &
Manager, National Accounts Sales
phone):
1000 Kubota Drive; Grapevine, TX 76051
Mark.Adams@kubota.com
(630) 488-8001
Table 2A: Financial Viability and Marketplace Success (50 Points)
Line Question
Item
Response*
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
11 Provide a brief history of your company,
Who Kubota is, and will continue to be, is summed up in this statement - We are
including your company's core values,
dedicated to food, water, and life. Kubota Corporation was established in 1890 as a
business philosophy, and industry longevity
metal casting business. When cholera was spreading through Japan, Kubota began
related to the requested Solutions.
mass domestic production of the nation's first cast iron pipes to help people avoid
the disease.
The company's founder Gonshiro Kubota believed, "Products that help the country
prosper cannot be born without pouring all of your knowledge and soul into its
development."
He also believed, "Our products should not only be technically excellent, but also
useful for the good of society." Inheriting these philosophies, the company has
always stood up to social issues. Kubota Corporation developed agricultural
machinery to combat the food shortage in post-war Japan, and established water
and waste management, as well as an urban infrastructure development business to
deal with the rapid economic growth of the country.
Starting at the turn of the century, Kubota Corporation began expanding its global
operations. In 2021, overseas revenue ratio reached 78%, spanning 120 countries
and regions around the world where it is tackling sophisticated local climate and
environmental challenges. Currently, Kubota Corporation treats food, water, and
environment as one business area that leverages each other and is developing new
solutions to combat the challenging and complex issues.
In 1972 Kubota established the first overseas tractor sales base in the United States
As Kubota had been approached by the American company Ford about the OEM
supply of small tractors in 1967, it had been decided to enter the North American
market with its own brand. The demand there was overwhelmingly for petrol engines,
but Kubota had completed a multi -cylinder, lightweight and compact engine that
overcame the problems with diesel engines, so it decided to limit exports to these
diesel products. The company's compact diesel tractors were highly rated as having
a performance and usability in line with larger models, and they became established
in the American market, with over 2,000 sold in 1972. The company therefore
created the Kubota Tractor Corporation (KTC) in Compton City, California, as a joint
operation with the Marubeni Corporation, an export partner. KTC acted as a sales
base and greatly expanded the market for the products.
In 1974 In order to rebuild the company's construction machinery business, a
decision was made to focus on compact vehicles, and the organization, production
bases and sales system were all renewed. The KH1 fully -rotating mini back -hoe
(compact pneumatic shovel) was completed in 1974, and would become the base
machine for the company.
In the latter half of the 1970s, the opportunities for the use of the mini back -hoe
increased as there was an increase in small-scale construction work ordered by
local authorities and urban -style construction for the improvement of the living
environment. As Kubota had been first in the market, the sales volumes rose
steadily. In 1979, a new construction machinery division was created to bring
together the technology, sales and manufacturing of the products.
For a full selection of Kubota literature please referee to KubotaUSA.com and
kubotaengine.com for up to date history and product knowledge.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
12 What are your company's expectations in the Kubota Tractor Corporation is honored to have served our Sourcewell partnership
event of an award?
and its prospective members who have purchased our Kubota equipment through
Sourcewell since 2012.
Kubota expects to meet and exceed the expectations of Sourcewell members
for products, services, and support. Kubota will position Sourcewell as our first and
best solution for cooperative purchasing. Our dedicated National Account
Manager for Municipal and Business Development makes our Sourcewell
contracts a focus for sales growth throughout the United States. Kubota is
committed to supporting Sourcewell members wherever they are located at a level
that meets and exceeds their expectations. Kubota has an extensive array of dealer
training tools to support continued growth. Sourcewell member aftersales support, and
marketing direction to ensure success. We will engage our 1,100 dealers to promote
our contract, and support Sourcewell members to the greatest extent possible.
Kubota will engage government entities in the adoption of our Sourcewell
contract in place of establishing individual government contracts. Kubota and the
National Account Team for Municipal and New Business will partner with Sourcewell
for marketing materials and trade show support.
Kubota looks forward to attending and supporting Sourcewell "Get to
Know Us" forums and will encourage dealer participation to understand the
value of contract purchasing with Sourcewell members. Kubota will
incorporate all Sourcewell marketing materials, resources,
and tools (e.g. training videos, Talking Tactics, Webinars, etc.) into dealer
education and business development. Lastly, Kubota's expectations are when
Sourcewell members reach out to their local Kubota dealer, the dealer knows who
they are and how they can help.
Kubota's expectations in the event of an award would be to focus on customer
needs and continued growth across all our governmental segments. Sourcewell has
built a strong reputation within the industry that has shown the importance of how this
cooperative contract delivers upon customer needs. This contract will be a top factor
in our go to market strategy within our strong Kubota dealer network of over 1,100
plus dealers. If awarded, we will send out an internal Dealer Bulletin to our entire
dealer network and Kubota salesforce, applicable to governmental, introducing the
contract along with ways to train our salesforce, market and grow the contract. We
are looking forward to this exciting opportunity to further grow our Kubota business
and serve member needs together with our Dealer Network in the new RFP
112624 - Grounds Maintenance Equipment and Related Attachments. If awarded, we
will be able to offer a wide array of equipment to fit the needs of Sourcewell
members.
13 Demonstrate your financial strength and
Financial information has been uploaded. These documents include general
stability with meaningful data. This could
information such as Dunn and Bradstreet number, and federal ID numbers. As well
include such items as financial statements,
as more specific financial information such as creditors and banking information.
SEC filings, credit and bond ratings, letters
of credit, and detailed reference letters.
Upload supporting documents (as applicable)
in the document upload section of your
response. DO NOT PROVIDE ANY TAX
INFORMATION OR PERSONALLY
IDENTIFIABLE INFORMATION.
14 What is your US market share for the
Kubota Tractor Corporation considers its market share data to be proprietary
Solutions that you are proposing?
information. While we do not publicly release market share information, Kubota
Tractor Corporation holds a top-level market share position across our entire product
portfolio's in the US.
15 What is your Canadian market share for the
Kubota Tractor Corporation considers its market share data to be proprietary
Solutions that you are proposing?
information. While we do not publicly release market share information, Kubota
Tractor Corporation holds a top-level market share position across our entire Ag &
Turf product portfolio in Canada.
16 Disclose all current and completed bankruptcy
No, Kubota Tractor Corporation has never petitioned for bankruptcy protection.
proceedings for Proposer and any included
possible Responsible Party within the past
seven years. Proposer must provide notice in
writing to Sourcewell if it enters a bankruptcy
proceeding at any time during the pendency
of this RFP evaluation.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
17 How is your organization best described: is it
Kubota Tractor Corporation is a United States licensed Distributor and marketer of
a manufacturer, a distributor/dealer/reseller, or
Kubota Japan (KBT).
a service provider? Answer the question that
We are supported by our 1,100 plus dealer network which is independent of Kubota
best applies to your organization, either a) or
Tractor Corporation. Our dealers are independently owned companies who are able
b).
to support a wide variety of customers, markets, and product support including
a) If your company is best described as a
technical, parts, service, and onsite warranty work. Our dealerships have been proudly
distributor/dealer/reseller (or similar entity),
transacting and serving Sourcewell customers for many years,and look forward to a
provide your written authorization to act as a
continued and prosperous partnership under this RFP. Our Kubota dealers are very
distributor/dealer/reseller for the manufacturer
experienced in properly quoting and transacting Sourcewell bids,and have formed
of the products proposed in this RFP. If
many long - term relationships over the years with the Sourcewell purchasing entities.
applicable, is your dealer network
We at Kubota Tractor Corporation are fully authorized by Kubota Japan to transact
independent or company owned?
on their behalf as their fully authorized USA distributor. Kubota also has a dedicated
b) If your company is best described as a
full time staffed government department to represent all governmental needs.
manufacturer or service provider, describe
your relationship with your sales and service
force and with your dealer network in
delivering the products and services proposed
in this RFP. Are these individuals your
employees, or the employees of a third party?
18 If applicable, provide a detailed explanation
Kubota maintains all licenses and certifications necessary to conduct business in the
outlining the licenses and certifications that
U.S. and Canada. Our commitment to environmental excellence is witnessed in
are both required to be held, and actually
achieving our SO 14001 environmental certifications. SO 14001 certification has been
held, by your organization (including third
achieved at all domestic sites and 14 production sites in Japan. ISO 14001
parties and subcontractors that you use) in
certification is an environmental certification issued by the International Organization
pursuit of the business contemplated by this
for Standardization.
RFP.
Additionally, all divisions have achieved SO 9001 certification. 24 Kubota Group
companies whose primary operation is manufacturing have acquired certification.
Certifications demonstrate Kubota s commitment to excellence in quality and design,
development, and environmental sustainability. Some examples include employing
DRBFM, a cross functional disciplined process to evaluate proposed changes to
designs. Kubota self -audits quality, quality compliance, cross audits, and audits at
short notice. This focus on auditing and compliance is to achieve operational
excellence. It is these kinds of actions that result in Kubota's operational excellence
and our certifications
19 Disclose all current and past debarments or
None - Not Applicable
suspensions for Proposer and any included
possible Responsible Party within the past
seven years. Proposer must provide notice in
writing to Sourcewell if it enters a debarment
or suspension status any time during the
pendency of this RFP evaluation.
20 Describe any relevant industry awards or
CSS Design Awards is one of the top three global web design awards alongside
recognition that your company has received in
FWA (Favorite Website Awards) and awards. Judges from around the world evaluate
the past five years.
websites on three categories: UI Design, UX Design, and Innovation. Kubota's Kubota
Future Cube was ranked eighth out of 365 entries for 2022's Website of the Year.
Furthermore, the cutting -edge website was awarded the Best Innovation award.
Kubota is the first Japanese company to receive the annual award from CSS Design
Awards.
#1 selling compact excavator in the world for 18 years; #1 selling sub -compact
tractor in the US; #1 rated reliability and durability by Progressive Farmer; Highest
resale value for select construction equipment. Kubota Tractor Corporation has beefed
up its compact tractor lineup with four new models. The company announced the
addition of a new LX20 Series, with the LX3520 and LX4020 as the first two
entrants. It also is expanding its popular LO2 Series, with the introduction of the
L2502 and L4802. The two models added to the LX20 Series offer a multitude of
improvements. Along with new horsepower offerings of 35 and 40, both are available
in a factory -installed cab or ROPS configuration. A "special utility," or SU, model cab
option is available for the LX3520.
2023
- U10-5 Rental Equipment Register, Innovation Award, 2023
- CE Attachments Concrete Contractor: Top Product Award, 2023 (plate compactors)-
F3710 Front Mount Mower Landscape Business: 20 for 2023 Award,
- F3710 Front Mount Mower Green Industry Pros: Editor's Choice Award2022
- L47 TLB: Equipment Watch: Highest Retained Value Awards, 2022
- U10-5 Landscape Business: 20 for 2022 Awards, 2022
- U10-5 Green Industry Pros: Editor's Choice Awards, 2022
- U10-5Rental Magazine: Editor's Choice Awards, 2022
- U10-5 Equipment Today: Contractor's Top 50 New Products, 2022
- U10-5 Construction Equipment: Top 100 New Products, 2022
- U10-5 Compact Equipment: Innovative Iron Awards, 2022
- K008-5 Green Industry Pros: Editor's Choice Awards, 2022
2021
- SSV Series: Equipment Watch: Highest Retained Value Awards, 2021
SVL97-2 Equipment Today: Contractor's Top Products, 2021
SVL97-2 Rental Magazine: Editor's Choice Awards, 2021
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
KX057-5 Rental Magazine: Editor's Choice Awards, 2021
KX057-5 Construction Equipment: Top 100 New Products, 2021
U55-5 Rental Magazine: Editor's Choice Awards, 2021
U55-5 Construction Equipment: Top 100 New Products, 2021
RTV-520 Pro Tools Review: Innovation Awards, 2021
SZ Series Landscape Business: 20 for 2021 New Product Awards, 2021
SZ Series Green Industry Pros: Editor's Choice Awards, 2021
Z422 Zero Turn Mower Pro Tools Review: Innovation Awards, 20212020
SZ Series Pro Tools Review: Innovation Awards, 2020
SVL65-2 Rental Equipment Register: Innovative Product Awards, 2020
SCL1000 Landscape Business: 20 for 2020 New Product Awards, 2020
SCL1000 Construction Equipment: Innovative Iron Showcase, 2020
SCL1000 Construction Equipment: Top 100 New Products, 2020
SCL1000 Green Industry Pro's: Editor's Choice Awards, 2020
SCL1000 Rental Magazine: Editor's Choice Awards, 2020
SCL1000 Equipment Today: Contractor's Top 50 New Products, 2020
CE Attachments Construction Equipment: Attachments Awards, 2020
RTV-XG850 Sidekick Pro Tools Review: Innovation Awards, 2020
2019
- U35-4: Equipment Watch: Highest Retained Value Awards, 2019
SVL65-2 Equipment Today: Top 50 New Products, 2019
SVL65-2 Rental Equipment Register: Innovative Product Awards, 2019
SVL65-2Rental Magazine: Editor's Choice Awards, 2019
SZ Series Green Industry Pros: Editor's Choice Awards, 2019
B01 Series Construction Equipment: Top 100 New Products, 2019
2018
- SVL Series: Equipment Watch: Highest Retained Value Awards, 2018
RTV-XG850 Sidekick Equipment Today: Contractor's Top 50, 2018
RTV-XG850 Sidekick Compact Equipment: Innovative Iron Awards, 2018
RTV-XG850 Sidekick Construction Equipment: Top 100 New Products, 2018
RTV-X1120 Construction Equipment: Top 100 New Products, 2018
By Product Line:
ZD Series - ZD Series mowers rank as the number one selling diesel zero -turn
mower series for more than 5 years." - Claim is based on Outdoor Power
Equipment Institute market statistics from 2017 - 2021 unit shipments.
Z400 Series - "Class -leading speed." - Claim is based on speeds published on
company websites as of 11/08/2021 for the following 52"- 54" zero -turn models
Gravely Pro -Turn ZX, Scag Patriot, Exmark Radius S Series, Toro Titan HD 2000
Series, Hustler Fastrak SDX, John Deere ZTrak.
BX Series- #1 selling sub -compact tractor in the U.S. for over Ten years.
Disclaimer: Based on EDA tractor sales data of under 20 horsepower models from
2009 to 2020
-Rated #1 for durability and owner experience - Disclaimer: Award based on
2021 Progressive Farmer Reader Insights Study.
- #1 rated reliability under 100 HP tractors in the USA."
Disclaimer: 2020 Progressive Farmer Reader Insights Awards for Fewest Report
Problems Overall in the category of Small Tractor (Under 100 Horse Power). Award
based on 2020 Progressive Farmer Readers Insights Tractor Study. "
B series - "#1 rated reliability under 100 HP tractors in the USA." - 2020
Progressive Farmer Reader Insights Awards for Fewest Reported Problems Overall in
the category of Small Tractor (Under 100 Horse Power). Award based on 2020
21 at percentage of your sales are to the Due to Kubota Tractor Corporation's proprietary information, we would prefer not to
governmental sector in the past three years? provide the governmental sector sales volume history of our valued customers. We
are a partner who is fully committed to our governmental customer purchase
requirements. With our dedicated team we work solely with our government
customers and our dealer network as we continue to increase our sales volume in
this key segment.
22 What percentage of your sales are to the Due to Kubota Tractor Corporation's proprietary information, we would prefer not to
education sector in the past three years? provide the educational sector sales volume history of our valued customers. We are
a partner who is fully committed to our educational customer purchase
requirements. With our dedicated team we work solely with our educational
customers and our dealer network as we continue to increase our sales volume in
this key segment.
23 List all state, cooperative purchasing Kubota holds a variety of state participating addendums. Including but not limited to
agreements that you hold. What is the annual New York state, Nevada, Kentucky, and Arkansas.
sales volume for each of these agreement
over the past three years?
24 List any GSA contracts or Standing Offers KTC dealerships individually hold specific GSA and SOSA contracts and act
and Supply Arrangements (SOSA) that you independently in their transactions under these contracts.
hold. What is the annual sales volume for
each of these contracts over the past three
years?
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
Table 2113: References/Testimonials
Line Item 25. Supply reference information from three customers who are eligible to be Sourcewell participating entities
Entity Name *
Contact Name *
Phone Number*
Miami -Dade County
Bernalt Velasquez
(305) 794-2051 I'
City of Hollywood
Jacques Pierre -Louis
(305) 761-9737
Arlington Independent School District
Todd Lane
(214) 435-8368
Table 3: Ability to Sell and Deliver Solutions (150 Points)
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
Item
Question
Response*
26 Sales force.
Kubota's has over 1,100 dealer locations nationwide as well as our sales force within
the Kubota Tractor Corporation National Accounts department. The sales coverage is
in place for all 50 states and Canada by both our dealers sales force which averages
four sales representatives per location which conservatively averages over 4,000
representatives. Kubota in Canada has 155 dealer locations with similar sales force
averages. Additionally, Kubota Tractor Corporation directly employs 51 regional sales
managers, five district sales managers, and five division sales managers. The Kubota
sales force is essential for educating and instructing dealers in promoting and
supporting government, educational,and non-profit entities. This combined sales effort
will also drive new Sourcewell member growth and engagement with our Global Major
Brand. Kubota dealers are also supported by a network of product sales specialist
specific in Agricultural, Construction equipment business development managers,
Compact Utility Specialist, Hay Tool Specialist, Turf Field Staff and Utility Vehicle
Product and Sales Team Specialist throughout the United States and Canada. All
positions are designed to fully support our dealers in market trends, relevant industry
updates and sales campaigns, market support and pricing to better position our
dealers for sustained sales growth within their regions. The Kubota dealers are all fully
authorized sellers on our contract and can quote, accept PO's, and invoice Sourcewell
member entities.
27
Describe the network of Authorized Sellers
IThe Kubota dealer network encompasses approx. 500 dealer owners with approx.
who will deliver Solutions, including dealers,
11,145 dealer locations throughout the USA. Over 60% of our dealer owners own
distributors, resellers, and other distribution
multiple dealer locations, and average 25 or more years of industry experience.
methods.
28 Service force.
Kubota places a high level of importance on quality, dependability and
service support. Kubota dealers average over twice as many service technicians as
sales representatives. Kubota dealers invest heavily in training and recruiting of service
technicians, with each averaging 9 service technicians on average. This has resulted
in nearly 10,000 certified service technicians across Kubota's dealer network. Many of
these have mobile service vehicles as well to service onsite. Kubota's Canadian
dealer network has similar averages of service technicians in its 150 plus
dealerships.
Kubota internally employs approximately 50 field -based technical service
representatives to assist the dealer network with ensuring maximum up time and value
for Kubota users. Kubota has stringent dealer requirements to provide a strong
customer service support and obligations are high. Each dealership is required to
have a factory trained service technician on staff at all times. The factory training is
facilitated by the Kubota Corporate technical service center in Grapevine, TX. A
corporate service training staff ensures dealers have access to, and take advantage
of, world -class service training. Every dealer is also required to participate annually in
service training school which last multiple days. These requirements ensure Kubota
dealers meet our stated service goals and expectations. Kubota also provides training
on all equipment within our Kubota University entity who holds an annual training in
Florida for both US and Canada dealers in the months of January through February
where dealers are allowed to learn about Kubota's products as well as the
competitor's equipment.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
29
Describe the ordering process. If orders will
All of the Sourcewell transactions are handled by our dealer network directly. This
be handled by distributors, dealers or
allows Sourcewell members the opportunity to interact with their local Kubota
others, explain the respective roles of the
dealerships. The local dealers within Kubota are very active members of their local
Proposer and others.
communities, and have strong ties to them. Any purchasing entity that requests
quotations from Kubota Tractor is automatically redirected to their local Kubota
dealership for follow up, including them gaining an understanding of what the
purchasing entity is seeking, including what kind of attachments and accessories it
seeks. From there, the dealership is able to build an accurate quote based on what
the Sourcewell member has requested. If the Sourcewell member approves of the
quotation, our Kubota dealers are well skilled to not only procure the equipment
internally, but also very capable in assembling the requested attachments and
accessories. Once fully assembled and inspected, our dealers not only provide
transportation to the Sourcewell member, but will also assist them with equipment
familiarization, maintenance tips, and any other assistance in the safe operation of the
equipment. Kubota offers extensive maintenance contracts for those purchasing entities
for those who choose it. It allows Sourcewell members to take their equipment to the
dealer of their choice to provide routine maintenance at various usage thresholds (50
hours, 100 hours, etc.)
Sourcewell members will contact their local Kubota dealers directly for a quote. If
Kubota National Accounts are contacted by a Sourcewell member, we assist them in
directing them to their local dealer. The local Kubota dealership will provide the
Sourcewell member with a Kubota authorized quotation, reflecting the proper discounts
on the contract. The quotes are created utilizing the internal quote tool utilized by
Kubota, 'Build My Kubota (BMK) quote tool.
30 Describe in detail the process and The customer service aspect of our Sourcewell relationship remains vital to our dealer
procedure of your customer service network. Our dealers work on the front line for KTC by handling customers at a
program, if applicable. Include your personal level. Our dealer metrics program has been updated for 2025 and will
response -time capabilities and reward our top performing dealers, giving them the incentive to be the best in multiple
commitments, as well as any incentives that categories. Beyond our dealers, support is provided by the various departments at
help your providers meet your stated KTC. Customer service outlets such as the Technical Service Center, Customer
service goals or promises. Satisfaction, parts/warranty departments are there to provide Sourcewell a quick
solution. Response time during business hours will be typically be immediate, and
never to exceed 4 hours.
31
Describe your ability and willingness to
Kubota will provide full service and support to all Sourcewell members in all 50 states
provide your products and services to
in the US.
Sourcewell participating entities.
32
Describe your ability and willingness to
Kubota Canada Ltd. is able to provide all Sourcewell member full service and
provide your products and services to
support in Canada.
Sourcewell participating entities in Canada.
33
Identify any geographic areas of the United
Kubota will fully service all geographic areas of the United States and Canada with
States or Canada that you will NOT be fully
the proposed Sourcewell Contract.
serving through the proposed agreement.
34 Identify any account type of Participating Kubota will fully service and honor all Participating Entities if awarded under this
Entity which will not have full access to contract.
your Solutions if awarded an agreement,
and the reasoning for this.
35
Define any specific requirements or
There are no specific contract restrictions to supporting Sourcewell members in Alaska
restrictions that would apply to our
and Hawaii. Kubota has dealers located in both states to support Sourcewell
participating entities in Hawaii and Alaska
members efficiently.
and in US Territories.
36 Will Proposer extend terms of any awarded Kubota is able to provide service to all participating entities including state/county/local
master agreement to nonprofit entities? government, educational, and non-profit sectors. As a Global Major Brand with a global
presence, Kubota is committed to serving all Sourcewell members equally and fully in
the US and Canada.
Table 4: Marketing Plan (100 Points)
Line Question Response*
Item
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
37 Describe your marketing strategy for
This marketing plan leverages Kubota's established reputation, government and educational
promoting this opportunity. Upload
sector growth, and Sourcewell's cooperative purchasing advantages to attract and retain
representative samples of your
government, educational, and non-profit clients.
marketing materials (if applicable) in
1. Marketing Strategy for Sourcewell Opportunities
the document upload section of your
Targeted Outreach to Government and Educational Entities: Kubota's marketing
response.
approach includes promoting Sourcewell cooperative contracts to government agencies,
municipalities, non-profit organizations, and educational institutions to highlight streamlined
purchasing processes, competitive pricing, and high -quality equipment that Sourcewell
contracts offer.
• Local Dealer Involvement and Training: Kubota collaborates with its extensive dealer
network to ensure they are knowledgeable about Sourcewell contracts. Dealers are trained
to reach out to local government, school districts, and non -profits to showcase the ease
and benefits of using Sourcewell contracts for their equipment needs.
• Digital Marketing and Online Visibility: Kubota leverages its online platform and digital
advertising to target Sourcewell-eligible organizations. This includes informative content on
Kubota's website, social media channels, and educational videos on how government and
educational entities can benefit from Sourcewell contracts.
• Trade Shows and Industry Events: Kubota participates in trade shows focused on
municipal, educational, and non-profit sectors, showcasing equipment suitable for these
audiences and providing Sourcewell information directly to attendees.
• Cooperative Purchasing Webinars: Kubota hosts webinars or partners with Sourcewell
to conduct informational sessions aimed at educating prospective buyers on the benefits of
cooperative purchasing. This includes case studies of successful implementations in similar
entities.
2. Growth in Government, Non -Profit, and Educational Sales
• Government Sales Growth: Kubota has seen growth in government sales, driven largely
by increased awareness of cooperative purchasing benefits through Sourcewell. This
includes increased contracts with municipal maintenance departments for equipment such as
mowers, compact tractors, and utility vehicles that support grounds maintenance,
landscaping, and snow removal.
• Non -Profit Sector Sales: Kubota's partnerships with non-profit organizations have
expanded, particularly in sectors needing durable outdoor equipment, like conservation
organizations and community development groups. The Sourcewell contract's streamlined
process allows non -profits to acquire essential equipment within budget constraints.
• Educational Institutions: Kubota has seen increased interest from K-12 schools,
universities, and other educational facilities for groundskeeping and facility maintenance
solutions. School districts, in particular, benefit from using Sourcewell contracts to purchase
mowers, compact tractors, and utility vehicles for campus upkeep.
3. Contracts and Initiatives Supporting Growth
• Dedicated Sourcewell Contracts: Kubota's dedicated Sourcewell contract enables
eligible entities to access equipment at pre -negotiated rates without a lengthy bid process.
This contract has facilitated growth in Kubota's public sector sales by providing a reliable
framework for purchasing.
• Sustainability Initiatives: Kubota's commitment to environmentally friendly technology has
supported growth in the non-profit sector, as organizations increasingly seek eco-friendly
options. Kubota promotes its energy -efficient engines and low -emission equipment in
marketing materials targeting these sectors.
• Community and Educational Support Programs: Kubota has initiated community
outreach programs, including partnerships with technical schools and universities. These
initiatives not only promote Kubota's equipment but also support educational development in
agricultural and construction fields.
4. Messaging and Key Selling Points for Sourcewell-Eligible Entities
• Emphasis on Ease and Efficiency of Cooperative Purchasing: Kubota's marketing
emphasizes the simplicity and time savings of using Sourcewell contracts, which eliminate
the need for a lengthy bid process.
• Showcasing Product Reliability and Versatility: Marketing materials emphasize Kubota's
reputation for durable, versatile equipment, which is ideal for government and educational
needs. Examples include tractors and mowers that can be used across multiple
applications, from landscaping to snow removal.
• Highlighting Long -Term Value and Service Commitment: Kubota promotes its long-term
value proposition by highlighting service plans, genuine parts availability, and extended
warranties, which are particularly appealing to budget -conscious government and non-profit
buyers.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
38 Describe your use of technology and
Kubota uses a range of digital technologies to support and enhance its Sourcewell
digital data (e.g., social media,
marketing efforts, effectively reaching government, non-profit, and educational entities.
metadata usage) to enhance
Through these technology -driven strategies, Kubota enhances its Sourcewell marketing by
marketing effectiveness.
building awareness, engaging directly with potential buyers, and providing convenient
resources for decision -making. This integrated approach improves Kubota's reach and
effectiveness in the public and institutional market segments.
Here are some key strategies and examples of Kubota's technology -driven marketing efforts:
1. Social Media for Brand Awareness and Engagement
• Targeted Content on Social Media Platforms: Kubota actively uses social media
channels, including Linkedln, Facebook, Twitter, and Instagram, to promote Sourcewell
opportunities to government and educational entities. Linkedln, for example, allows Kubota
to connect directly with public sector professionals and share relevant posts about
cooperative purchasing benefits and case studies of successful Sourcewell partnerships.
• Campaigns Highlighting Sourcewell Benefits: Kubota runs targeted ad campaigns
focused on Sourcewell contracts, emphasizing the streamlined purchasing process and cost
savings. These campaigns may highlight specific equipment suitable for government and
educational use (e.g., mowers for school campuses, utility vehicles for municipalities).
• Customer Testimonials and Case Studies: Kubota shares posts and videos on social
media that showcase real -life testimonials from Sourcewell users in government and non-
profit organizations, creating relatable content that resonates with potential buyers.
2. Metadata and SEO to Improve Online Visibility
• Optimized Website Content for Sourcewell Searches: Kubota's website content,
especially pages related to government and institutional purchasing, is optimized with
keywords like "Sourcewell contracts," "government equipment purchasing," and "Kubota
cooperative contracts." This helps Kubota rank higher in search results for public
procurement professionals looking for relevant information.
• Structured Data and Meta Tags: Kubota uses metadata, structured data, and meta
tags to provide search engines with clear signals about their Sourcewell offerings. By
tagging pages with terms that are commonly searched by municipal and educational buyers,
Kubota can increase organic visibility for users researching cooperative purchasing options.
• Landing Pages and Conversion Optimization: Kubota has developed specific landing
pages that detail the benefits of Sourcewell contracts, making it easy for visitors to access
relevant information and connect with a representative. These pages are optimized for
conversions, with clear calls to action, contact forms, and interactive tools to locate nearby
dealers.
3. Email Marketing for Direct Outreach
• Targeted Email Campaigns: Kubota uses email marketing to target Sourcewell-eligible
entities, such as government departments, school districts, and non -profits. By segmenting
these lists, Kubota can deliver personalized content, like special contract offers, product
updates, and case studies showing the impact of Kubota equipment in similar sectors.
• Automated Drip Campaigns: Email automation allows Kubota to nurture leads over
time. For example, if a government official downloads a Sourcewell brochure, they may
enter a series of follow-up emails with information on specific products, dealer contacts,
and the benefits of cooperative purchasing.
4. Website and Analytics Tools
• Sourcewell Resource Pages with Downloadable Content: Kubota's website features
dedicated Sourcewell resource pages that include downloadable PDFs, video case studies,
and product catalogs tailored to government and institutional buyers. This content provides
valuable information while giving Kubota insights into user engagement through download
tracking.
• Analytics and Conversion Tracking: Using analytics tools like Google Analytics, Kubota
tracks the effectiveness of their Sourcewell-related web traffic, measuring conversion rates,
page views, and user flow. This data helps Kubota refine its content strategy to better
attract and convert potential Sourcewell buyers.
5. Geotargeting and Digital Ads
• Geotargeted Digital Ad Campaigns: Kubota uses geotargeted ads to reach Sourcewell-
eligible entities within specific states or regions. These ads highlight the unique advantages
of Sourcewell contracts and the equipment suited to local government needs.
• Programmatic Advertising: Kubota leverages programmatic advertising to display ads
to users who have shown interest in government and institutional procurement. This
approach helps Kubota maximize ad spend efficiency by reaching users likely to benefit
from Sourcewell opportunities.
6. Webinars and Virtual Demos
• Educational Webinars on Sourcewell Contracts: Kubota conducts webinars to explain
the Sourcewell contract process, with presentations on cooperative purchasing benefits,
equipment overviews, and case studies. These webinars are recorded and hosted on
Kubota's website for future access, creating a valuable resource for ongoing engagement.
• Virtual Demos of Equipment: Kubota offers virtual demonstrations of equipment well -
suited to government, non-profit, and educational uses, such as mowers, tractors, and
UTVs. These demos are accessible online, allowing buyers to view equipment capabilities
remotely and understand their practical applications in their respective sectors.
39 In your view, what is Sourcewell's role
Kubota can expect Sourcewell to actively promote their contracts through a variety of
in promoting agreements arising out of
established channels and initiatives. Sourcewell has a dedicated team and platform
this RFP? How will you integrate a
specifically designed to help suppliers reach government, non-profit, and educational sectors.
Sourcewell-awarded agreement into
By leveraging Sourcewell's promotional efforts, Kubota can strengthen its sales and
your sales process?
marketing processes to maximize engagement and effectiveness.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
Sourcewell's promotional efforts create a strong foundation for Kubota to build upon,
providing access to a large network of public sector buyers. By closely aligning Kubota's
sales and marketing processes with Sourcewell's channels, messaging, and events, Kubota
can increase its market penetration in government, educational, and non-profit sectors.
Kubota's proactive use of Sourcewell promotions will reinforce its reputation as a
cooperative -friendly supplier, making it easier for public entities to choose Kubota for their
equipment needs.
1. Sourcewell's Marketing and Outreach Initiatives
• Website Promotion and Contract Listings: Sourcewell lists Kubota's contracts on their
website, which is a central hub for government, education, and non-profit buyers seeking
cooperative purchasing options. This exposure helps prospective buyers discover Kubota's
offerings and understand the benefits of the contract.
• Email Campaigns to Eligible Entities: Sourcewell conducts targeted email campaigns
to promote new and existing contracts to eligible entities. These emails reach municipal,
educational, and non-profit organizations nationwide, raising awareness of Kubota's available
equipment under Sourcewell.
• Direct Outreach through Representatives: Sourcewell has a team of regional
representatives who work directly with public sector organizations to introduce them to new
contracts. These representatives can present Kubota's contract to potential buyers, answer
questions, and highlight the advantages of cooperative purchasing.
• Trade Shows and Conferences: Sourcewell participates in industry trade shows and
conferences where government, educational, and non-profit decision -makers gather. Kubota's
Sourcewell contract may be featured in these events, further increasing its visibility.
• Educational Webinars and Training: Sourcewell hosts webinars to educate potential
buyers on cooperative purchasing, sometimes inviting suppliers to participate. This provides
a valuable platform for Kubota to present its product lineup, demonstrate value, and interact
with potential buyers directly.
2. Using Sourcewell's Promotion in Kubota's Sales and Marketing
Kubota can maximize the impact of Sourcewell's promotional efforts by integrating them into
their own sales and marketing strategies as follows:
• Link to Sourcewell Contracts in Digital Campaigns: Kubota can link to their Sourcewell
contract page from digital campaigns, including social media posts, email marketing, and
targeted ads. This direct connection provides immediate access for potential buyers,
emphasizing the ease of the cooperative purchasing process.
• Highlight Sourcewell Partnership in Sales Presentations: Sales representatives can
incorporate Sourcewell's role and promotional efforts in their presentations to public sector
clients. Emphasizing this partnership can assure buyers that Kubota is well -integrated with a
respected cooperative purchasing agency, making it a reliable and simplified choice.
• Collaborate on Joint Marketing Materials: Kubota can create joint marketing materials
with Sourcewell's brand and logo, highlighting that Kubota equipment is readily accessible
under an established cooperative contract. These materials can be distributed at trade
shows, conferences, and in digital format, lending credibility to Kubota's public sector
offerings.
• Leverage Sourcewell's Trade Show Presence: Since Sourcewell attends major trade
shows, Kubota can work with Sourcewell representatives to ensure that their booth and
promotional materials feature Kubota's equipment prominently. Kubota's team can also
attend these shows, using Sourcewell's presence as a strategic advantage to connect with
more leads.
• Incorporate Sourcewell Testimonials and Case Studies: Sourcewell's direct outreach
may result in testimonials or case studies from satisfied buyers in government, educational,
or non-profit sectors. Kubota can incorporate these testimonials into its marketing collateral,
showcasing real -world examples of successful Sourcewell purchases to build trust and
demonstrate proven benefits.
3. Process Enhancements to Align with Sourcewell Promotion
• Streamline Sales Training on Sourcewell Benefits: Kubota should train its sales team
extensively on the benefits and process of Sourcewell contracts so they can confidently
discuss the cooperative purchasing option with prospects. This will enhance sales readiness
and ensure representatives can answer any questions buyers may have about Sourcewell.
• Use Sourcewell Contract as a Selling Point: Emphasizing Sourcewell's streamlined
purchasing process as part of Kubota's value proposition can speed up sales cycles and
help prospects understand the simplicity of acquiring Kubota equipment.
• Track Leads from Sourcewell Channels: By closely tracking leads that originate from
Sourcewell promotions (e.g., inquiries from Sourcewell's website or trade shows), Kubota
can evaluate the effectiveness of this partnership and refine its strategy based on the data.
4. Collaborative Events and Campaigns
• Join Sourcewell in Webinars and Educational Sessions: Kubota can co -host or
participate in Sourcewell's webinars and educational sessions, offering direct insights to
potential buyers. By showcasing their expertise and specific product offerings in these
forums, Kubota can build rapport with a wider public sector audience.
• Coordinate Seasonal Campaigns with Sourcewell: Kubota can plan seasonal
campaigns (e.g., promoting snow removal equipment in winter) in coordination with
Sourcewell's outreach to maximize visibility. These campaigns can highlight relevant
products, demonstrate their application in municipal and educational settings, and align with
seasonal needs.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
40
Are your Solutions available through
an e-procurement ordering process? If
so, describe your e-procurement
system and how governmental and
educational customers have used it.
E-Procurement Access for Sourcewell Members
Kubota works with its dealers and partners to ensure that Sourcewell members can order
through e-procurement platforms, allowing for an efficient and compliant purchasing
experience. Kubota products are accessible to Sourcewell members through authorized
dealers who support various e-procurement platforms. This approach aligns with Kubota's
focus on streamlined cooperative purchasing, allowing government and institutional buyers to
complete purchases with ease and compliance through the systems they commonly use.
Here's how this typically functions:
1. Dedicated Sourcewell Contract Platform: Kubota's Sourcewell contract details are
available on the Sourcewell website, which links directly to Kubota's authorized dealer
network. This network facilitates ordering for Sourcewell members by providing transparent
pricing and pre -negotiated terms.
2. Integration with E-Procurement Systems: While Kubota does not have a direct e-
commerce site, many of Kubota's authorized dealers and suppliers are integrated with
various public -sector e-procurement platforms used by Sourcewell members, such as
ProcureNow or OpenGov. Through these systems, Sourcewell members can browse Kubota
equipment options, review pricing, and place orders with ease.
3. Simplified Quote and Purchase Order Process: For Sourcewell members, Kubota's
streamlined purchasing process includes the ability to request quotes and complete
purchase orders directly with authorized dealers. These dealers handle all necessary
paperwork and contract compliance with Sourcewell terms, providing a simplified experience.
4. Support for Cooperative Purchasing Platforms: Kubota's dealers also provide direct
support for cooperative purchasing platforms, guiding Sourcewell members through any
specific procurement steps. This includes assistance with purchase orders, invoicing, and
contract compliance, all compatible with the e-procurement systems preferred by public
sector entities.
5. Future E-Procurement Advancements: Kubota continues to explore additional ways to
facilitate e-procurement for Sourcewell contracts. For example, some dealers are actively
working toward creating more seamless online ordering solutions, including online product
catalogs and virtual ordering portals tailored to Sourcewell members' needs.
Table 5A: Value -Added Attributes (100 Points)
Line
Item Question
Response"
41 Describe any product, equipment,
Kubota Tractor Corporation and your local Kubota dealer are dedicated to delivering
maintenance, or operator training
exceptional service to meet your needs. Our dealer technicians are connected to a state -of -
programs that you offer to
the -art online Service Center, granting them access to vital technical information. They also
Sourcewell participating entities.
undergo extensive hands-on training from factory -certified instructors to enhance and maintain
Include details, such as whether
their expertise. We pride ourselves on providing timely and accurate diagnostics and repairs
training is standard or optional,
whenever necessary.
who provides training, and any
costs that apply.
Training is available for all products listed in this contract through our dealer network, tailored
to each member's current knowledge and needs. Operator training is included with the
delivery of every product, and more advanced training options can be requested. Additional
on -site training can also be arranged and discussed with dealers, potentially included as a
separate line item in a Sourcewell member quote. Additionally Kubota will be instituting a
national accounts training program geared towards assisting Sourcewell entities on Kubota
diagnostic, service, and warranty processes.
42
Describe any technological
advances that your proposed
Solutions offer.
The MyKubota app is a free tool available on iOS and Android through the Apple App Store
and Google Play Store. It offers features like equipment tracking, browsing compatible
attachments, and more. KubotaNOW Telematics provides advanced reporting and insights for
select equipment models, enhancing customer awareness of their machinery's performance,
with costs varying by equipment type. You can also purchase Kubota On Board Diagnostic
Software, repair manuals, and specialized tools through your local dealer for self -diagnosis
and repair of your equipment.
Kubota is dedicated to crafting solutions that herald a new era in agriculture, providing
enhanced value and inspiration to all participants across various scales of the industry. With
a steadfast commitment to innovation, the company continually refines its products. As
information and communications technology (ICT) significantly reshapes societal and economic
structures both domestically and internationally, Kubota is pioneering precision farming
techniques that leverage ICT. In Japan, the agricultural sector grapples with a declining and
aging labor force, alongside the pressing need to improve cost-effectiveness and production
efficiency. The traditional reliance on the expertise of seasoned farmers and intuitive
practices has become increasingly untenable. Consequently, there is considerable optimism
surrounding the potential of data -driven management approaches that scientifically analyze
and visualize agricultural processes, positioning them as a vital force for the industry's future.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
43 Describe any "green" initiatives
The Kubota Group aspires to enhance its value by contributing to societal advancement and
that relate to your company or to
environmental sustainability, particularly within the realms of food, water, and environmental
your Solutions, and include a list
management. As part of our commitment, we prioritize environmental conservation as a core
of the certifying agency for each.
tenet of our business strategy, undertaking the following initiatives:
1. Commitment to a Decarbonized Society
(1) The Kubota Group is dedicated to achieving net -zero greenhouse gas emissions across
our value chains by 2050. We will also transparently report on our efforts to reduce
emissions across Scopes 1, 2, and 3.
(2) By 2025, our global production facilities aim to reduce COZ emissions per production
value by at least 25% compared to 2014 levels.
(3) Additionally, we target an 18% reduction in energy consumption per production value by
2025, compared to 2014 benchmarks.
(4) Our facilities will increase renewable energy usage to at least 1 % of total electricity
consumption by 2025.
(5) For our Japanese operations, we have set a long-term goal of reducing CO: emissions
by 30% by 2030, based on 2014 levels.
(6) To meet these goals, we are leveraging cutting -edge technologies to enhance the
efficiency of production equipment, HVAC, and lighting systems; adopting cleaner fuels;
improving building insulation; monitoring and minimizing energy use; capturing waste heat;
and implementing solar and green electricity solutions.
(7) In alignment with our global mission, we will quantify our greenhouse gas reduction
impacts and share this data with stakeholders worldwide. This information aims to promote
decarbonization by encouraging the adoption of eco-friendly products, services, and
technologies. Our efforts include improving fuel efficiency in agricultural and construction
machinery, advancing smart agriculture through robotics and ICT, and developing
decarbonized energy solutions, including electrification, hybridization, and fuel cell applications.
(8) Finally, we endorse the recommendations of the TCFD (Task Force on Climate -related
Financial Disclosures) and actively disclose our climate -related strategies and progress.
Through these initiatives, the Kubota Group is determined to drive meaningful change toward
a sustainable, low -carbon future for the communities we serve.
2030 Targets: Reduce CO2 emissions from the Kubota Group by 50% compared to the
base year FY2014;
In FY 2023, CO2 emissions of the Kubota Group were reduced by 28% compared to the
base year FY2014.
In FY 2023, Kubota designated 37 new Eco-Products, bringing the sales ratio of Eco-
Products to 70.1 % globally.
44 Identify any third -party issued eco-
Kubota Group Environmental Charter:
labels, ratings or certifications that
-The Kubota Group aspires to create a society where sustainable development is possible
your company has received for the
on a global scale.
Solutions included in your Proposal
-The Kubota Group contributes to the conservation of global and local environments through
related to energy efficiency or
its environmentally friendly operations, products, technologies, services, and global activities.
conservation, life -cycle design
(cradle -to -cradle), or other
The following are a select few products that where certified as Eco-Products in 2023:
green/sustainability factors.
-M5002 Series: Compliant with exhaust gas regulations(North America)
-LX2620: Compliant with exhaust gas regulations(North America)
-M7 Series: Compliant with exhaust gas regulations(North America)
-RTV-X: Compliant with exhaust gas regulations(North America)
-RTV-X1130: Compliance with RoHS
-SVL 75-3: Compliant with exhaust gas regulations(North America)
-Diesel Engine EP-2309: Fuel consumption reduced by 12%
45 What unique attributes does your
Kubota's advanced and reliable engines offer exceptional horsepower and performance with
company, your products, or your
low noise, vibration, and outstanding fuel efficiency.
services offer to Sourcewell
Anti -Theft System: The engine can only be started with "programmed keys." Even if a key
participating entities? What makes
has the same shape, it won't start the engine unless it's properly programmed. If an
your proposed solutions unique in
unprogrammed key is used, the anti -theft alarm will activate and continue until a programmed
your industry as it applies to
key is inserted and the engine is started.
Sourcewell participating entities?
Auto Idling System: Save fuel with Kubota's Auto Idle feature, which automatically lowers
engine RPM when full power isn't needed. After four seconds of inactivity with the control
levers in neutral, the engine idles. Moving any control lever will instantly restore the engine to
full RPM. This feature reduces noise and emissions, enhancing operational efficiency.
Eco Plus: Kubota's unique ECO PLUS feature maximizes fuel efficiency and supports
environmental responsibility. With a simple switch, you can activate 'Eco Mode' for enhanced
fuel savings over the standard mode.
46 Describe the safety features your
Safety is a top priority at Kubota. All machines come from the factory with Roll over
equipment offers such as
protection system(ROPS), Seatbelt, OPC/Neutral safety switches, and any other necessary
emergency stop, operator
safety equipment to keep the operator safe. Seat belts are an integral part of any ROPS
presence control, roll over
and should always be used. However, the seat belt should not be used when a foldable
protection systems, guarding, noise
ROPS is down or a fixed ROPS is removed. All PTO shafts feature a safety guard and
reduction, stability controls, warning
should be used at all times. The Anti -Stall system and other stability assistance features
lights, etc.
ensure the smooth operation of the machine. New models, such as the LX3310, feature
enhanced noise reduction with improved window seals and the 4-pillar design with rounded
glass offers more space and panoramic views of your surroundings. Kubota also offers
various safety option kits such as backup/travel alarms, lights, etc. to further workspace safety.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
47 Describe any ergonomic features
The BX2380 and BX2680 models feature a deluxe operator's station, equipped with tilt
your equipment has such as anti-
steering and a high -back seat with armrests, creating a comfortable operator experience that
vibration, suspension and swivel
transforms any chore into an enjoyable task. Meanwhile, the LX20 Series' factory -installed
seating, adjustable handles,
cab enhances year-round comfort, providing premium amenities such as air conditioning,
ergonomic control layout for ease
heating, front LED headlights, and work lights. Its wide, spacious flat deck, reclining high -
of reach, padded shoulder straps
back suspension seat with armrests, tilt steering, and cruise control ensure that operators
or harnesses, easy pull -start cords,
remain at ease. Additional features include telescopic stabilizers, mid and rear PTO, an
etc.
integrated loader joystick, and intuitive, color -coded controls.
The SCL1000 model offers a 4.3" color LCD monitor with keyless start, passcode protection,
and consolidated machine monitoring with service reminders, making it easy to keep the
equipment in top condition. A convenient 12-volt charging port comes standard. The patented
T-drive handle delivers intuitive, ergonomic steering, while hydraulic pilot -operated loader and
drive control valves ensure precise, responsive operation.
In the SVL Series, operators enjoy a spacious cab with a luxurious, adjustable full -suspension
seat and ample legroom, designed for comfort and convenience. This is reflected in the SVL
97-3 that contains a one piece cab that reduces dust collection in the cab, reduces decibels
within the cab, and allows for easy clean out.
Lastly for excavator operators, the KX033-4 model offers a redefined experience with a
larger entrance, more legroom, and enhanced ergonomics that make routine tasks simpler. Its
refined cabin combines functionality and comfort, setting a new standard in operator
satisfaction.
Finally, the RTV product line has received notable enhancements with the release of the new
2025 RTV-X series. This updated series now features a redesigned T-handle parking brake,
strategically positioned to the left of the steering wheel for improved accessibility and ease
of use. Additionally, the headrest has been refined, offering a fresh upgrade to enhance
comfort and support.
48 Describe features your equipment Kubota offers three core solutions —Pure Engine Solutions, Hybrid Solutions, and Fuel
offers that positively impact the
Solutions —each uniquely designed to advance carbon neutrality.
environment such as low -emission
Pure Engine Solutions aim to enhance the fuel efficiency of existing engines. A notable
engines, battery powered and
example is the D902-K, an electronically controlled small engine, which entered mass
electric, eco-mode settings,
production in 2022. It utilizes Kubota's proprietary combustion system, TVCR, which
biodegradable fuel use, water
incorporates a common rail electronic control system typically found in larger diesel engines,
conservation technology, solar
adapted specifically for smaller engines. This technology minimizes black smoke emissions,
powered charging capability, smart
reduces fuel consumption, and maintains a compact engine design.
technology, auto -shut off/no-idling
Hybrid Solutions integrate an engine with an electric motor to optimize performance. In
systems, etc.
scenarios requiring immediate high output and load, the electric motor supplements the
engine's power, allowing a smaller engine —such as a 2.4L or 1.8L class —to replace a 3L
class engine. This approach promotes downsizing and greater fuel efficiency.
Fuel Solutions focus on alternative fuels to reduce reliance on fossil fuels. For example, the
D1105-K engine runs on hydrotreated vegetable oil (HVO), a fuel produced by introducing
hydrogen to vegetable oil. As plants, the source of HVO, absorb CO2 while growing, this
fuel essentially offsets the CO2 released during combustion, making HVO-compatible engines
a sustainable, carbon -neutral solution. In addition, Kubota is developing hydrogen -fueled
industrial engines, drawing on its long standing expertise. These engines emit no CO2 during
combustion, marking a significant step toward decarbonization.
Kubota is also committed to sustainable manufacturing by utilizing recycled materials in
engine components. Ductile iron pipes, fittings, and various machine -cast products —such as
crankcases, cylinder heads, and transmission cases —are produced primarily from recycled
scrap iron, sourced both internally and externally. The recycling process effectively removes
impurities, preserving the quality of the iron. As part of Kubota's Medium -Term Environmental
Conservation Targets for 2025, the company aims to maintain a recycled material usage rate
of at least 70%, promoting sustainability in production.
(**See supporting documents for more information**)
49 Describe the serviceability of the
Kubota's dealer network ensures efficient access to parts and service, enabling timely
products included in your proposal
support for all machines. Dealers are equipped with KPAD and a streamlined parts ordering
(parts availability, warranty and
system to enhance order processing speed. Additionally, with the integration of Smart Supply
technical support, etc.)
in select partner dealerships, Kubota aims to proactively stock high -demand parts —helping
dealers maintain inventory before shortages arise. For any questions or assistance with parts
ordering, Kubota offers dedicated technical support through our divisional offices.
*For details on warranty information, please refer to the supporting documents.*
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
Table 513: Value -Added Attributes
Line
Item
Question
Certification
Offered
Comment
50 Select any Women Yes Kubota Tractor Corporation fully supports all Women- and
or Minority Business r No Minority -Owned Business Enterprises (WMBE) and Small
Entity (WMBE), Small Business Enterprises (SBE). However, as a subsidiary of
Business Entity Kubota Japan, we do not currently track this information
(SBE), or veteran internally. Nonetheless, we remain fully committed to supporting
owned business these businesses.
certifications that your
company or hub
partners have
obtained. Upload
documentation and a
listing of dealerships,
HUB partners or re -
sellers if available.
Select all that apply.
51
Minority Business
r Yes
In regards to MBE Kubota dealerships are independently
Enterprise (MBE)
r No
owned and operated. Under Kubota's business model,
dealerships retain the right and discretion to conduct business
with parties of their choosing.
52 Women Business r Yes In regards to WBE Kubota dealerships are independently
Enterprise (WBE) r No owned and operated. Under Kubota's business model,
dealerships retain the right and discretion to conduct business
with parties of their choosing.
53
Disabled -Owned
r Yes
In regards to DOBE Kubota dealerships are independently
Business Enterprise
r No
owned and operated. Under Kubota's business model,
(DOBE)
dealerships retain the right and discretion to conduct business
with parties of their choosing.
54 Veteran -Owned r Yes Even though Kubota is not a VBE Kubota strives to help the
Business Enterprise r No veteran community whenever possible. Most recently reflected
(VBE) with a partnership with Boot Campaign, designed to help and
support military families.
55
Service -Disabled
r Yes
In regards to SDVOB Kubota dealerships are independently
Veteran -Owned
r No
owned and operated. Under Kubota's business model,
Business
dealerships retain the right and discretion to conduct business
(SDVOB)
with parties of their choosing.
56 Small Business r Yes In regards to SBE Kubota dealerships are independently
Enterprise (SBE) r No owned and operated. Under Kubota's business model,
dealerships retain the right and discretion to conduct business
with parties of their choosing.
57
Small Disadvantaged
r Yes
In regards to SDB Kubota dealerships are independently
Business (SDB)
r No
owned and operated. Under Kubota's business model,
dealerships retain the right and discretion to conduct business
with parties of their choosing.
58 Women -Owned Small r Yes In regards to WOSB Kubota dealerships are independently
Business (WOSB) r No owned and operated. Under Kubota's business model,
dealerships retain the right and discretion to conduct business
with parties of their choosing.
Table 6: Pricing (400 Points)
Provide detailed pricing information in the questions that follow below.
Line Question Response*
Item
59 Describe your payment terms and accepted payment Kubota Tractor Corporation payment terms of sale are net thirty days
methods. and accepted payments may vary based on individual dealer
network. The standard is cash typically by check or ACH payment,
P-Card or Business credit card as well as finance and lease options
via Kubota Credit Corporation (KCC).
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
60 Describe any leasing or financing options available for use
by educational or governmental entities.
61 Describe any standard transaction documents that you
propose to use in connection with an awarded agreement
(order forms, terms and conditions, service level
agreements, etc.). Upload all template agreements or
transaction documents which may be proposed to
Participating Entities.
Kubota offers financing and leasing options to Sourcewell members
through Kubota Credit Corporation (KCC).
The target customer base of Sourcewell are municipal/government
customers, educational and non -profits and for those type customers
we only offer stamdard lease options. This special language in our
lease agreements allow the entity to exit the lease if the government
cuts funding for the project, and this is essential as this type of
customer only approve budgets yearly and therefore need this
language.
When we talk about our municipal leases, we have two options.
First let's discuss the Full Payout lease. This is like a loan, the
customer makes regular payments and then at the end owns the
equipment for $100. This is the option for the customer looking to
own it at the end like a loan. The second option is the FPPO
(Fixed Purchase Price Option) lease. This option gives the customer
a lower payment and then at the end of the term, the customer can
choose to purchase the equipment for a locked in purchase price
(that is stated on their lease from the start) or they can turn the
equipment back. If you have a Sourcewell customer who is not a
true govt/muni - the product options would be different as they'd only
have the FPPO option available for leasing but they would be
eligible for a loan using the standard rates.
When you select these options, there are two pricing program
options. A dealer working this up can choose "muni lease promo"
or "muni lease standard". Promo is our promotional pricing that can
only be used in sales with govt customers who are not taking
discounts that make them ineligible (like the KTC governmental
discount). When using Sourcewell, the dealer MUST select the "muni
standard rates" . This is because they are getting the advantage of
the Sourcewell pricing (discount) and cannot be combined with any
additonal promotions.
Once this is entered, they can select terms from 24-60 months. They
can choose four options that are available on intervals of 300, 600,
900,1200, (and sometimes offered in 1500, and 2000
depending on term/model).. Dealers can access this by entering
the deal in Showroom, but this program is posted in Kubotalink.
We have some current changes which took efferct on October 1,
2024 as follows:
Promo Municipal Leasing
Leasing APRs for the Promo Municipal Leasing Program are being
lowered to match the current APRs for the Commercial Leasing
Program. This change will lower the price point for this program
across all models and reduce the complexity of managing different
rates across promo programs.
Standard Municipal Leasing
Leasing APRs for the Standard Municipal Leasing Program have
been lowered, and
residuals have been increased to match the residuals on the Promo
Municipal Leasing
Program. These changes are designed to significantly reduce the
price point for this
program across all models and, when combined with the government
discount, make price points more consistent with the Promo Leasing
Program for most models. Please refer to RFB-2024-L03-R2 for
complete details on these updates and refer to the
applicable sales bulletins for incentive eligibility rules.
Kubota Dealers utilize our internal Integrated Kubota Quote (IKQ) or
Build My Kubota (BMK) configurator for standard quotes to our
Sourcewell customers. Each dealership salesperson has their
individual access and login to this quote tool which provides the
Dealer Name, Address, Salesperson's Name and Email address
along with phone number for ease of identifying the quoting dealer
and how to reach them directly for questions or confirmation of
purchase.
The individual dealer invoices and accepts purchase orders and
payments directly from their individual customer's and handle the
transaction from start of quote to final billing directly with the
Sourcewell customer.
Please see a sample of an attached Kubota integrated web quote.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1D-8D64-FF71B01D26A3
62 Do you accept the P-card procurement and payment
process? If so, is there any additional cost to Sourcewell
participating entities for using this process?
63 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.
64 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.
65 Describe any quantity or volume discounts or rebate
programs that you offer.
66 Propose a method of facilitating "sourced" products or
related services, which may be referred to as "open
market" items or "non -contracted items". For example,
may supply such items "at cost" or "at cost plus a
percentage," or you may supply a quote for each such
request.
Kubota dealers may, at their discretion, accept the P-card
procurement and payment process. Kubota encourages dealers to
accept the P-card and encourages Sourcewell members to consult
with their local supporting dealer for participation.
Each dealership operates independently and therefore it's at the
dealer discretion whether the finance charges assessed by the credit
card (P-Card) transaction will be passed on to the customer or
absorbed by the dealership. This fee should be a separate line
item identified by the dealership and can range from 3 -5 percent in
processing fees. The Sourcewell customer should confirm these fees
if any with the participating dealership.
Kubota pricing structure will range from 22-24 percent discount off
Published MSRP price for each series and product family in our
proposed solution. These discounts can be found in the supporting
pricing documentation submitted.
Kubota will offer a specific discount from our published list price for
each series and product family in our proposed solution. These
discounts from MSRP can be found in the supporting pricing
documentation submitted in the documents step. The discount from
published list price is as follows:
Tractors
B series - 22% BX series - 22% L series - 22%
M series - 22%
Turf
F Series - 22%, GR Series - 22%, T Series - 22%, Z Series - 22%
TLB series - B26, L47 & M62 - 22%
Land Management Disc mowers - 22%, Rotary tedders - 22%,
Rotary rakes - 22%, Spreaders - 22%
We offer a 24% across the board for all Construction Equipment.
Kubota will offer it's best and last pricing for individual units without
requiring Sourcewell members to buy in volume or apply for rebates
after the sale.
Kubota Requests for open market "sourced" or non-standard items
can be added to Sourcewell members quotes at their request in
you order to complete the purchase of a Kubota item. Acceptance of
these quoted sourced/non-standard items will be at the discretion "
of each Sourcewell members and their dealer who will provide a
separate line item below the configured Kubota pricing structure for
each sourced "open market" item.
67 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.
68 If freight, delivery, or shipping is an additional cost to the
Sourcewell participating entity, describe in detail the
complete freight, shipping, and delivery program.
Pre -delivery inspections and freight will be shown on all Sourcewell
member quotes to ensure complete costs of acquisition and
complete transparency prior to Sourcewell member taking
acquisition. These items will be clearly shown as line items on the
customers web quote from Build My Kubota web quote form. All
common accessories and attachments have a standard labor time
associated with the installation of
accessories. Dealer labor rates will vary due to regional economic
differences (e.g. Seattle, WA and New York, NY labor rates are
typically higher than Greenville, SC or Bowling Green, KY). Kubota
reviews all dealer labor rate differences
and ensures that all dealer rates are justified and compliant with
normal regional economic conditions. Kubota strives to maintain a
labor rate
relative to $110./hour. All charges will be turnkey solutions with no
hidden costs and will be clearly identified on all Sourcewell members
quotes prior to solution acquisition.
Freight charges will be shown on every Sourcewell member quote
and based on prior to acquisition. Kubota's proposed solution
includes many various models with great weight and size disparities
(e.g. a Z242KW-48 Zero Turn Mower weights 900lbs, an M6-101 DTC-
F-1 Tractor weighs 11,387lbs). These units will be shipped from
east coast, west coast, and central US
warehouses to all 50 states, territories, Canada, and wherever
Sourcewell members dealerships are located. A flat rate charge to
ensure costs are covered would be prohibitively and artificially high.
Our solution is a freight pricing model of showing freight charges
tailored by size, model, weight, to a specific location. This solution
best addresses the logistical variances in supporting all Sourcewell
members equally.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
69 Specifically describe freight, shipping, and delivery terms or
programs available for Alaska, Hawaii, Canada, or any
offshore delivery.
70 Describe any unique distribution and/or delivery methods or
options offered in your proposal.
71 Specifically describe any self -audit process or program that
you plan to employ to verify compliance with your
proposed agreement with Sourcewell. This process includes
ensuring that Sourcewell participating entities obtain the
proper pricing.
72 If you are awarded an agreement, provide a few examples
of internal metrics that will be tracked to measure whether
you are having success with the agreement.
73 Provide a proposed Administration Fee payable to
Sourcewell. The Fee is in consideration for the support
and services provided by Sourcewell. The propose an
Administrative Fee will be payable to Sourcewell on all
completed transactions to Participating Entities utilizing this
Agreement. The Administrative Fee will be calculated as a
stated percentage, or flat fee as may be applicable, of all
completed transactions utilizing this Master Agreement
within the preceding Reporting Period defined in the
agreement.
The freight pricing model for Alaska Hawaii, Canada, and all offshore
deliveries will be to show all freight charges on Sourcewell member
quotes prior to acquisition. Freight in Canada
by Kubota Canada Ltd. will follow this process. Freight for Hawaii
and Alaska will be provided by a freight forwarder and shown on all
quotes prior to acquisition by our quoting dealer network.
An innovative and unique aspect of Kubota's distribution method is
having new forward inventory placed within our Kubota dealer
network. Many products, attachments, accessories, and solutions are
already in place and close to Sourcewell Members within our 1,100
plus
location dealer network. This ultimately allows for a Sourcewell
members to visit local dealers and many times have a hands-on
opportunity with a solution prior to acquisition. While Kubota does
ship products from its three US warehoused (California, Georgia, and
Kansas) and one in Canada (greater Toronto area), this access to
solutions locally is an added benefit to our Sourcewell Members.
Additionally, having a local, servicing dealer allows for specialization
of products to meet local and unique Sourcewell member needs and
requirements prior to delivery (e.g. dealers based in and familiar with
local subzero winterization requirements).
All of our Kubota dealers are authorized to become seller's off the
Sourcewell contract by logging into their Sales portal with access to
our contractual pricing agreement. Each Sourcewell member
receives their equipment quotes directly from their local Kubota
dealer. The quotation tool has all the necessary contract information
embedded in the quote tool (discount %, eligible equipment,
applicable contract #'s).
Kubota self -audits multiple product groups regularly
reviewing and auditing pricing along with our digital marketing group
that manages our electronic pricing database. In addition, the
National Accounts group regularly reviews dealer quoting for pricing
and accuracy.
These multiple layers of self -audit and review process elevate
accuracy and compliance. Kubota dealers are not paid for their sales
using the Sourcewell program without submitting all of the required
information to report accurately on the Sourcewell contract usage
reports. This information is in turn downloaded to create our usage
reports for the Sourcewell program. This series of overlapping
auditing for pricing and reporting drives contract compliance.
Kubota tracks all Sourcewell transactions which are reported to our
Division offices and are downloaded on a weekly basis. These sales
are tracked by Kubota dealers, purchasing entity, type of equipment
purchased, and transaction amount.
Quarterly sales reports are reviewed to compare the Sourcewell
contract sales growth quarter over quarter and year over year.
Kubota proposes paying a 1.5% administrative fee of the total sales
generated from this contract less freight, assembly fees, and pre -
delivery
inspection fees for Kubota products only.
Kubota has been a strategic partner of Sourcewell's for the past 14
years.
The Sourcewell contracts Kubota holds have seen continued growth
year over year and are very popular with our customers and
frequently used by our 1,100 plus dealer network. The utilization of
our Sourcewell contracts continues to grow and expand.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
Table 7: Pricing Offered
Line
Item
The Pricing Offered in this Proposal is:
Comments
74 The pricing offered is consistent with standard market pricing typically offered to individual municipalities,
The pricing offered on behalf
universities, or school districts.
of Kubota Tractor Corporation
is a specified discount from
the published list price for
each series and product
family in our proposed
solution. The discount from
MSRP can be found in the
supporting pricing
documentation. We offer the
the best and last pricing for
individual units without
requiring Sourcewell members
to buy in volume or apply for
rebates after the sale.
Table 8A: Depth and Breadth of Offered Solutions (200 Points)
Line
Item Question Response*
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
75 Provide a detailed description of all the
1. Products:
Solutions offered, including used, offered in
Kubota USA offers a wide range of products, primarily focused on equipment for
the proposal.
agriculture, construction, landscaping, and turf management.
Including:
• Agricultural Equipment: Tractors (small to large), combines, hay tools, and other
implements for farming and crop production.
• Construction Equipment: Excavators, skid -steer loaders, wheel loaders, backhoes
and compact track loaders.
• Lawn & Garden Equipment: Zero -turn mowers, riding mowers, and garden
tractors.
• Utility Vehicles: RTV (Rough Terrain Vehicles) for off -road work environments.
• Attachments and Implements: Wide variety of attachments like loaders,
backhoes, mowers, and snow blowers that are compatible with Kubota equipment.
2. Parts:
KubotaUSA ensures that all parts and components are readily available for their
equipment. This includes:
• Genuine Kubota Parts: Original equipment manufacturer (OEM) parts designed
to maintain optimal performance and ensure the longevity of Kubota products.
• Parts Availability: Extensive availability of parts across the network of dealers
and online through Kubota's website.
• Online Parts Catalog: Kubota provides an easy -to -navigate parts catalog to help
customers find the right components quickly.
3. Service:
KubotaUSA's service offering includes a network of authorized service centers and
highly trained technicians. Key features include:
• Dealer Network: A nationwide network of Kubota dealers who are trained to
provide repair, maintenance, and troubleshooting services.
• Maintenance Packages: Kubota offers maintenance schedules and service
packages to ensure that products are serviced on time and run smoothly.
• Mobile Service: In some areas, Kubota offers mobile service for on -site repairs,
minimizing downtime for customers.
4. Warranty:
Kubota offers comprehensive warranty coverage for their products, which varies
depending on the type of equipment. Key points to highlight include:
• Standard Warranty Coverage: Kubota typically provides a 2-year or 3-year
limited warranty on most equipment, with extended warranty options available.
• Powertrain Warranty: Some Kubota products offer a separate powertrain
warranty for components like engines, transmissions, and drive systems.
• Warranty Transferability: Kubota allows warranty coverage to be transferred if the
equipment is sold, offering peace of mind for new owners.
5. Financing:
KubotaUSA provides a range of financing options to help customers purchase
equipment, including:
• Kubota Credit Corporation (KCC): A subsidiary of Kubota that offers flexible
financing solutions tailored to both personal and business needs.
• Leasing Options: Kubota offers leasing plans with flexible terms, including
seasonal payments for agricultural customers.
• Special Promotions: Kubota frequently runs promotional offers, such as low -
interest rates or deferred payment plans, depending on the season and equipment
type.
6. Customer Support:
Kubota USA offers comprehensive customer support options to help customers with
everything from product inquiries to troubleshooting.
• Online Support Center: A resource -rich website with FAQs, manuals, parts
diagrams, and how-to guides for all Kubota products.
• 24/7 Support: Some customer service is available outside of normal business
hours to provide urgent assistance.
• Training and Education: Kubota offers product training for dealers and
customers, covering everything from safe operation to equipment maintenance.
• Customer Service: A dedicated customer service hotline for troubleshooting,
warranty issues, and general inquiries.
76 Within this RFP category there may be
1. Products - Land Pride Attachments:
subcategories of solutions. List subcategory
Land Pride offers a wide range of attachments that are compatible with Kubota
titles that best describe your products and
tractors and other Kubota equipment. These products are designed to enhance the
services.
versatility and performance of Kubota machines across various applications, from
agriculture to landscaping.
Including:
• Mowers & Finish Mowers:
o Finish Mowers: Land Pride's finish mowers provide a clean, precise cut for
residential and commercial lawns.
o Rough Cut Mowers: These mowers are ideal for clearing overgrown fields,
pastures, and roadways.
o Flail Mowers: Land Pride's flail mowers are designed for more challenging
environments and are great for mowing thick vegetation and brush.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
• Tillage Equipment:
o Disc Harrows: Land Pride offers disc harrows that provide high -efficiency soil
cultivation and are easy to adjust for different soil conditions.
o Cultivators: Used for seedbed preparation, these tillers are available in various
widths and configurations for Kubota tractors.
• Post -Hole Diggers:
o Land Pride post -hole diggers are designed to handle the toughest digging jobs
and are ideal for fencing, landscaping, or planting applications.
• Snow Removal Equipment:
o Snow Blowers: High-performance snow blowers that are designed for heavy
snow removal, particularly in agricultural or rural settings.
o Snow Pushers: Heavy-duty snow pushers designed for clearing snow from large
surfaces quickly and efficiently.
• Landscape and Construction Attachments:
o Box Blades: Used for grading and leveling, these are essential for landscaping
and roadwork projects.
o Rear Blades: A versatile tool for grading, backfilling, and snow removal.
o Skid Steer Attachments: A range of attachments like pallet forks, buckets, and
grapples that fit Kubota skid steer loaders.
• Forks and Pallet Forks:
o Land Pride offers a variety of forks and pallet forks to help Kubota owners
move materials, whether for farming, construction, or landscaping.
• Loaders & Loader Attachments:
o Loader buckets, forks, and grapple attachments are specifically designed to
enhance Kubota's compact loaders and tractors.
2. Parts:
Land Pride, like Kubota, emphasizes the importance of using high -quality, genuine
parts for their attachments. Here's what to include:
• Genuine Land Pride Parts: Land Pride offers OEM parts to ensure the
continued performance and longevity of their attachments.
• Parts Availability: These parts are available through Kubota dealers and Land
Pride dealers across the country.
• Easy Access to Parts Catalog: Land Pride provides a detailed parts catalog
that helps customers easily find replacement components for their attachments.
3. Service:
Land Pride attachments are supported by a network of Kubota dealers, who can
assist with installation, maintenance, and repairs.
• Dealer Network Support: Land Pride attachments are serviced by Kubota -
authorized dealers, who are trained to maintain and repair both Kubota equipment
and Land Pride attachments.
• Installation Services: Many Kubota dealers offer installation services for Land
Pride attachments, ensuring they are properly fitted and ready for use.
• Maintenance and Repairs: Routine maintenance and repair services are
available for Land Pride attachments, ensuring long-lasting performance.
4. Warranty:
Land Pride attachments typically come with a 1-year limited warranty from the date of
purchase, with some exceptions for specific attachments.
• Warranty Coverage: The warranty typically covers defects in material and
workmanship under normal use and service.
• Transferability: Like Kubota's equipment warranties, Land Pride's warranty may
be transferable when the equipment is sold, adding value for used equipment buyers.
• Extended Warranty: Some Kubota dealers offer extended warranty options for
Land Pride attachments.
5. Financing:
Kubota offers financing options for Land Pride attachments through Kubota Credit
Corporation (KCC), similar to financing for Kubota equipment.
• Flexible Payment Plans: KCC provides financing solutions with flexible payment
options to fit a customer's budget.
• Promotional Financing: Kubota and KCC frequently offer seasonal promotional
financing, such as low -interest rates or deferred payments, to help customers
purchase Land Pride attachments.
• Leasing Options: Leasing may also be available for Land Pride attachments,
offering flexibility for businesses or customers with changing needs.
6. Customer Support:
Kubota provides robust customer support for both Kubota equipment and Land Pride
attachments, ensuring that customers have access to the help they need.
• Online Resources: Customers can access parts catalogs, service manuals, and
troubleshooting guides for Land Pride attachments on the Kubota and Land Pride
websites.
• Dealer Support: Kubota dealers provide direct customer support for issues
related to both Kubota equipment and Land Pride attachments.
• Technical Assistance: Technical support is available for installation, maintenance,
and troubleshooting of Land Pride attachments, either through the dealer network or
Kubota's customer service.
Table 8B: Depth and Breadth of Offered Solutions
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
Indicate below if the listed types or classes of Solutions are offered within your proposal. Provide additional comments in the text box
provided, as necessary.
Line Item Category or Type Offered
Comments
77 Lawn and garden equipment for all types of lawn, r Yes
1. Mowers & Lawn Equipment
field and turf care, golf course, landscape, C No
Zero -Turn Mowers: Kubota's zero -
sidewalk, walking path, and parking lot
turn mowers come in both
maintenance, and snow removal
commercial and residential models.
The Z700 Series is built for
professional landscapers with high
horsepower and large cutting decks,
while the Z200 Series caters to
residential use with user-friendly
controls and powerful performance for
larger lawns.
• Stand -On Mowers: The SZ
Series of stand -on mowers is
designed for maneuverability and
efficiency in tight spaces. These
mowers offer excellent visibility and
quick controls, perfect for landscapers
working on residential properties.
• Walk -Behind Mowers: The W
Series includes commercial -grade
walk -behind mowers. They're compact
and designed for precision cutting in
smaller or complex landscape areas,
such as around flower beds or
obstacles.
• Compact Mowers: The T Series
lawn tractors are designed for
homeowners with small- to medium-
sized lawns, featuring easy -to -use
controls, comfortable seating, and
smooth operation.
• Grass -Cutting Attachments: In
addition to their mower lineup, Kubota
offers various grass -cutting
attachments and accessories,
including mulching kits, bagging
systems, and striping kits, to enhance
cutting performance and versatility.
2. Hay and Farm Implements
• Hay Balers: Kubota's balers,
such as the BV4160 and BV4180
series, are designed for high -density
baling with features like low
horsepower requirements and
simplified controls, making them
suitable for small to mid -sized farms.
• Disc Mowers: The DM Series
disc mowers are designed to work
efficiently in a variety of crop types.
These mowers are built for low
maintenance and high-speed cutting,
helping operators cover more ground
quickly.
• Tedders and Rakes: The TE
Series tedders spread and aerate
hay to promote drying, while the RA
Series rotary rakes gather the hay
into windrows, ensuring it's ready for
efficient baling.
• Wrappers: Kubota offers
wrappers like the WR1100, which
wrap bales in protective film to
maintain hay quality during storage.
• Spreaders and Seeders:
Kubota's VS Series spreaders
provide even distribution of fertilizer
or seed over large fields, while their
seeders ensure precision and control,
improving crop yield.
• Cultivators and Plows: Kubota
Bid Number: RFP 112624
Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
offers a range of tillage equipment,
such as plows and cultivators, to
prepare fields for planting by aerating
the soil, reducing compaction, and
supporting root growth.
3. Utility Vehicles (UTVs)
• RTV-X Series: Known for rugged
durability, the RTV-X Series includes
models like the RTV-X1140, which
can be converted from a 2-passenger
to a 4-passenger configuration. It
features a robust suspension system,
high ground clearance, and an
integrated cargo bed, making it ideal
for heavy-duty off -road applications.
• RTV500: The RTV500 is
compact and fuel -efficient, equipped
with a liquid -cooled EFI engine and
an independent suspension system.
It's a great fit for light -duty tasks
around farms, parks, and properties
with tight spaces.
• RTV900 Series: This series,
featuring the RTV900XT, is a powerful
workhorse with a diesel engine, high
torque, and excellent hauling
capabilities, designed for transporting
tools, supplies, or workers over rough
terrain.
• Specialty Models (RTV-XG850
Sidekick): This model provides a high-
speed option with a 48-horsepower
gasoline engine, perfect for users
who need speed and efficiency for
larger properties or event management.
• Attachments for UTVs: Kubota
offers a variety of utility vehicle
attachments, such as snowblades,
winches, and cargo racks, allowing
operators to customize their UTVs for
various tasks and conditions.
4. Lawn, Field, and Turf Care
• Zero -Turn Mowers: Kubota's Z-
Series zero -turn mowers offer options
for both commercial and residential
turf care, with models capable of
covering large fields efficiently. The
mowers provide precise cutting, high
horsepower, and are suitable for large
estates, parks, and sports fields.
• Stand -On and Walk -Behind
Mowers: The SZ Series (stand -on)
and W Series (walk -behind) mowers
provide flexibility and maneuverability,
ideal for smaller or more intricate turf
areas like residential lawns,
commercial properties, and tight
spaces on landscapes.
• Tractors with Turf Tires: Kubota's
compact and sub -compact tractors
can be equipped with turf tires to
minimize ground impact, allowing
them to work on golf courses and
delicate lawns without damaging the
turf.
5. Golf Course Maintenance
• Precision Mowers: Kubota's
range of mowers, especially the zero -
turn models, can provide the close,
consistent cut required for golf course
fairways, greens, and roughs.
• Utility Vehicles (UTVs): The RTV
series UTVs, with their low impact on
turf and utility bed options, are ideal
for transporting tools and materials
around golf courses efficiently.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
• Compact Tractors and
Attachments: These tractors can
handle a variety of golf course
maintenance tasks, from seeding and
aeration to topdressing. Kubota's
compact tractors are equipped to
manage tight fairway turns and
maintain precise control, essential for
golf course upkeep.
6. Landscape and Garden
Maintenance
• Multi -Use Tractors and
Attachments: Kubota's BX and B
Series compact tractors support a
wide array of attachments such as
loaders, backhoes, and tillers. These
are versatile tools for landscapers
working on tasks like planting,
mulching, or grading.
• Tillers and Cultivators: Kubota
offers tillers and cultivators that help
in soil preparation for gardens, flower
beds, and landscaping projects.
• Front -Mounted Blades and
Loaders: Attachments like front -
mounted blades, loaders, and
grapples allow for efficient clearing
and shaping of landscapes.
7. Sidewalk, Walking Path, and
Parking Lot Maintenance
• Compact Tractors and
Attachments for Path Maintenance:
Compact and sub -compact tractors
are perfect for maintaining sidewalks
and walking paths. They can handle a
variety of attachments, such as
brushes, blowers, and sweeper
attachments, which are effective in
keeping paths clear.
• Sweepers and Brooms: Kubota
offers sweeper and rotary broom
attachments that are ideal for
cleaning up sidewalks, parking lots,
and walking paths, removing debris,
leaves, and dirt.
• RTV Series Utility Vehicles:
These UTVs are perfect for
transporting maintenance tools across
paths and lots while minimizing the
impact on pathways. They also offer
snow removal options, making them
versatile for year-round maintenance.
8. Snow Removal Equipment
• Snowblowers and Snow Blades:
Kubota offers snowblowers and snow
blade attachments for both tractors
and UTVs, suitable for sidewalks,
driveways, parking lots, and larger
open areas.
• Utility Vehicles with Snow
Attachments: Kubota's RTV-X Series
utility vehicles can be equipped with
snowblades and spreaders, providing
an efficient snow removal solution for
tight areas such as sidewalks and
parking lots.
• Compact Tractors with Front -
Mounted Blades: Kubota's compact
tractors can also be fitted with front -
mounted snow blades or snow
blowers, allowing operators to clear
snow in more confined areas such as
paths and lots.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
78
79
Irrigation and aeration equipment, systems, parts, r Yes
and installation r No
Beach and waterfront maintenance equipment and r Yes
accessories (- No
While Kubota itself doesn't offer
standalone irrigation and aeration
systems, their equipment supports
these applications effectively when
combined with compatible attachments
and third -party systems. If you're
considering a specific type of
irrigation or aeration solution, local
Kubota dealers can often provide
recommendations for compatible
attachments and equipment to meet
these needs.
1. Aeration
• Compatible Aerator Attachments:
Kubota's compact and sub -compact
tractors (such as the BX and B
Series) can be fitted with aerator
attachments from third -party
manufacturers. These attachments
work well for golf courses, sports
fields, and landscapes that require
regular aeration to maintain soil health.
• Pull -Behind Aerators for Tractors:
Many users add pull -behind aerators
to Kubota tractors. This setup enables
efficient aeration for large turf areas,
golf courses, and other fields,
providing deep soil penetration for
optimal water and nutrient absorption.
• Compact Tractors for Golf and
Lawn Aeration: Kubota's smaller
tractors with turf tires help prevent turf
damage, making them suitable for
delicate aeration work on golf
courses and lawns.
2. Irrigation Systems and Parts
• Irrigation -Related Attachments
and Implements: While Kubota does
not manufacture irrigation systems,
their tractors and utility vehicles can
transport irrigation parts and systems
for installation and repair projects.
Compact and sub -compact models
work well for maneuvering in tighter
spaces often found in landscaping
and golf course maintenance.
• Utility Vehicles for Irrigation
Maintenance: Kubota's RTV utility
vehicles can assist maintenance
teams by transporting irrigation
equipment and supplies across
expansive properties like golf courses,
farms, and parks.
3. Installation and Support Capabilities
• Use of Kubota Tractors in
Installation: Kubota tractors are useful
for preparing the ground for irrigation
installation by grading, trenching, or
digging as needed. They can be
paired with third -party trenching and
digging attachments for efficient setup
of irrigation lines.
• Dealer Network for Support:
Kubota's extensive dealer network
provides guidance and support, often
working with landscape and
agricultural professionals who can
suggest compatible aeration and
irrigation equipment from partner
brands.
Although Kubota doesn't directly
manufacture beach and waterfront
maintenance equipment, their tractors,
UTVs, and attachments can support a
range of tasks commonly associated
with waterfront care when paired with
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
the appropriate third -party
accessories. For specific beach
grooming and waterfront solutions, it's
often helpful to consult with a Kubota
dealer who may have local
recommendations for compatible tools
and attachments.
1. Sand Grooming and Beach
Cleaning
• Compact and Sub -Compact
Tractors with Compatible Attachments:
Kubota's BX and B Series tractors
can be paired with third -party beach
grooming attachments, like sand
rakes and groomers, to help clean
and level sandy areas on beaches.
• Box Blades and Land Planes:
These attachments are available for
Kubota tractors and can assist in
leveling sand and smoothing surfaces
on beachfront areas, though they
aren't specifically beach groomers.
2. Waterfront Vegetation Control
• Mowers and Brush Cutters: For
areas near water that require
vegetation control, Kubota's zero -turn
mowers or compact tractors with
brush cutters can manage grassy,
brushy areas near the shore.
• Tractors with Flail Mowers:
Kubota tractors with flail mower
attachments can clear heavy
vegetation around waterfronts or in
hard -to -reach spots along riverbanks
or lakeshores.
3. Erosion Control and Shoreline
Maintenance
• Utility Tractors for Erosion
Prevention: Kubota's larger tractors,
such as the L or M Series, can
assist with shoreline maintenance by
carrying and positioning materials like
rocks, sandbags, or erosion control
blankets.
• Front Loaders and Backhoes:
Kubota's compact and utility tractors
can be equipped with front loaders or
backhoes to transport, dig, and
position materials along shorelines for
erosion prevention projects.
4. Debris Removal and Transport
• RTV Utility Vehicles for Shoreline
Clean -Up: Kubota's RTV Series utility
vehicles can be fitted with cargo
beds to help transport trash,
driftwood, and other debris from
waterfronts to disposal areas. The
RTVs' off -road capability makes them
suitable for traversing sandy or
uneven terrain near shorelines.
• Fork Attachments for Large
Debris: Front forks on Kubota tractors
allow for the transport of larger
objects or debris that may wash up
on shore.
5. Dredging and Silt Removal
• While Kubota does not produce
dredging equipment, their tractors and
RTVs can be used to transport silt or
dredged material away from the
waterfront area after it has been
removed by specialized equipment.
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
Table 9: Exceptions to Terms, Conditions, or Specifications Form
Line Item 80. NOTICE: To identify any exception, or to request any modification, to Sourcewell standard Master Agreement terms,
conditions, or specifications, a Proposer must submit the proposed exception(s) or requested modification(s) via redline in the Master
Agreement Template provided in the "Bid Documents" section. Proposer must upload the redline in the "Requested Exceptions" upload
field. All exceptions and/or proposed modifications are subject to review and approval by Sourcewell and will not automatically be
included in the Master Agreement.
Do you have exceptions or modifications to propose? Acknowledgement
r. Yes
r No
Documents
Ensure your submission document(s) conforms to the following:
1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided
2. Documents 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 Discount Structure.pdf - Tuesday November 19, 2024 14:09:43
• Financial Strenath and Stabilitv - KBT 2nd Quarter Financials.pdf - Wednesday November 13, 2024 08:21:04
• Marketing Plan/Samples (optional)
• WMBE/MBE/SBE or Related Certificates (optional)
• Standard Transaction Document Samples - RTVX1140WLHS WEB QUOTE #2828724.pdf - Tuesday November 19, 2024 15:09:00
• Requested Exceptions (optional)
• Unload Additional Document - Sourcewell Additional Documents.zip - Monday November 25, 2024 12:20:49
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
Addenda, Terms and Conditions
PROPOSER AFFIDAVIT OF COMPLIANCE
I certify that I am an authorized representative of Proposer and have authority to submit the foregoing Proposal:
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
award.
3. The Proposer certifies that:
(1) The prices in this Proposal have been arrived at independently, without, for the purpose of restricting competition, any
consultation, communication, or agreement with any other Proposer or competitor relating to-
(i) Those prices;
(ii) The intention to submit an offer; or
(iii) The methods or factors used to calculate the prices offered.
(2) The prices in this Proposal have not been and will not be knowingly disclosed by the Proposer, directly or indirectly, to any other
Proposer or competitor before award unless otherwise required by law; and
(3) No attempt has been made or will be made by Proposer to induce any other concern to submit or not to submit a Proposal for the
purpose of restricting competition.
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 is created when a
current or prospective supplier is unable to render impartial service to Sourcewell due to the supplier's: a. creation of evaluation criteria
during performance of a prior agreement which potentially influences future competitive opportunities to its favor; b. access to nonpublic
and material information that may provide for a competitive advantage in a later procurement competition; c. impaired objectivity in
providing advice to Sourcewell.
5. Proposer will provide to Sourcewell Participating Entities Solutions in accordance with the terms, conditions, and scope of a resulting
master agreement.
6. The Proposer possesses, or will possess all applicable licenses or certifications necessary to deliver Solutions under any resulting
master agreement.
7. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.
8. 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/sdnIist.Ddf;
2. Included on the government -wide exclusions lists in the United States System for Award Management found at:
httos://sam.aov/SAM/; 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, 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.
I✓ 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. - Mark Adams, Senior Manager National Account Sales, Kubota Tractor
Corporation
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Docusign Envelope ID: 4AD03627-4402-4E1 D-8D64-FF71 B01 D26A3
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 obligations contemplated in the solicitation proposal.
r Yes r. No
The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document.
Check the box in the column " I have reviewed this addendum" below to acknowledge each of the addenda.
I have reviewed the
File Name
below addendum and
Pages
attachments (if
applicable)
Addendum 6 Grounds Maintenance Eqpt RFP
r
1
Tue November 12 2024 03:29 PM
RFP 112624 Grounds Maintenance Equipment Pre -Proposal Recording Link
r
1
Mon November 11 2024 08:17 AM
Addendum 5 Grounds Maintenance Eqpt RFP
r
2
Fri November 8 2024 10:31 AM
Addendum 4 Grounds Maintenance Eqpt RFP
r
1
Mon November 4 2024 04:03 PM
Addendum 3 Grounds Maintenance Eqpt RFP
r
2
Mon October 28 2024 03:53 PM
Addendum 2 Grounds Maintenance Eqpt RFP
r
2
Wed October 16 2024 08:40 AM
Addendum 1 Grounds Maintenance Eqpt RFP
r
2
Wed October 9 2024 07:54 AM
Bid Number: RFP 112624 Vendor Name: Kubota Tractor Corporation
Exhibit C - Conflict of Interest Questionnaire
CONFLICT OF INTEREST QUESTIONNAIRE FORM CIO
For vendor doing business with local governmental entity
This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. OFFICE USE ONLY
This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who Date Received
has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the
vendor meets requirements under Section 176.006(a).
By law this questionnaire must be filed with the records administrator of the local governmental entity not later
than the 7th business day after the date the vendor becomes aware of facts that require the statement to be
filed. See Section 176.006(a-1), Local Government Code.
A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An
offense under this section is a misdemeanor.
J Name of vendor who has a business relationship with local governmental entity.
c
fZ v t,�v-rA �j : F ►ti1 i-" y I N C—
❑ Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated
completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which
you became aware that the originally filed questionnaire was incomplete or inaccurate.)
Name of local government officer about whom the information is being disclosed.
/v
Name of Officer
4J Describe each employment or other business relationship with the local government officer, or a family member of the
officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer.
Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form
CIQ as necessary.
A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income,
other than investment income, from the vendor?
F]Yes F� No
B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction
of the local government officer or a family member of the officer AND the taxable income is not received from the
local governmental entity?
Yes F-1 No
Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or
other business entity with respect to which the local government officer serves as an officer or director, or holds an
ownership interest of one percent or more.
61 Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts
as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1).
71
Si(nature of vendor doing business with the governmental entity Date
Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
Acomplete copy of Chapter 176 of the Local Government Code maybe found at http://www.statutes.legis.state.tx.us/
Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form.
Local Government Code § 176.0010-a): "Business relationship" means a connection between two or more parties
based on commercial activity of one of the parties. The term does not include a connection based on:
(A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an
agency of a federal, state, or local governmental entity;
(B) a transaction conducted at a price and subject to terms available to the public; or
(C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and
that is subject to regular examination by, and reporting to, that agency.
Local Government Code § 176.003(a)(2)(A) and (B):
(a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if:
(2) the vendor:
(A) has an employment or other business relationship with the local government officer or a
family member of the officer that results in the officer or family member receiving taxable
income, other than investment income, that exceeds $2,500 during the 12-month period
preceding the date that the officer becomes aware that
(i) a contract between the local governmental entity and vendor has been executed;
or
(ii) the local governmental entity is considering entering into a contract with the
vendor;
(B) has given to the local government officer or a family member of the officer one or more gifts
that have an aggregate value of more than $100 in the 12-month period preceding the date the
officer becomes aware that:
(i) a contract between the local governmental entity and vendor has been executed; or
(ii) the local governmental entity is considering entering into a contract with the vendor.
Local Government Code § 176.006(a) and (a-1)
(a) Avendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship
with a local governmental entity and:
(1) has an employment or other business relationship with a local government officer of that local
governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A);
(2) has given a local government officer of that local governmental entity, or a family member of the
officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any
gift described by Section 176.003(a-1); or
(3) has a family relationship with a local government officer of that local governmental entity.
(a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator
not later than the seventh business day after the later of:
(1) the date that the vendor:
(A) begins discussions or negotiations to enter into a contract with the local governmental
entity; or
(B) submits to the local governmental entity an application, response to a request for proposals
or bids, correspondence, or another writing related to a potential contract with the local
governmental entity; or
(2) the date the vendor becomes aware:
(A) of an employment or other business relationship with a local government officer, or a
family member of the officer, described by Subsection (a);
(B) that the vendor has given one or more gifts described by Subsection (a); or
(C) of a family relationship with a local government officer.
Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021
City of Fort Worth, Texas
Mayor and Council Communication
DATE: 06/13/23 M&C FILE NUMBER: M&C 23-0450
LOG NAME: 13P BLANKET COOPERATIVE AUTHORIZATION FLEET ACQUISITIONS ADK
SUBJECT
(ALL) Authorize Purchase Agreements with Multiple Vendors for the Purchase of Fleet Vehicles, Off -Road Vehicles, and Other Motorized
Equipment up to the Amount of Available Funding in Capital Projects Across Multiple Funds Citywide using Multiple Cooperative Contracts and
Interlocal Agreements for Three Years for the Property Management Department
RECOMMENDATION:
It is recommended that the City Council authorize the execution of purchase agreements with multiple vendors for the purchase of fleet vehicles, off
road vehicles, and other motorized equipment up to the amount of available funding in Capital Projects Across Multiple Funds Citywide using
multiple cooperative contracts and interlocal agreements for three years for the Property Management Department.
DISCUSSION:
The Property Management Department's Fleet Acquisitions Division is currently in the process of fulfilling a multi -year backlog of City vehicle and
equipment purchases. The biggest challenge in trying to overcome this backlog is the availability of vendors, inventory, and the time it takes for the
City to make purchases when vehicles are available. Currently, the City has a backlog of eight (8) years totaling more than $30 million dollars.
The City currently has contracts with the following vendors using cooperative contracts:
VENDOR
�Siddons Martin Emergency Group, LLC
�Siddons Martin Emergency Group, LLC
�JIIouston Holdings, LLC
�Versalift
Lake Country Chevrolet
North Texas Trailers, LLC
Silsbee Ford
Associated Supply Company (ASCO)
Rogue Jet Boatworks, Inc.
Lenco Industries, Inc.
Polaris Sales, Inc.
Nationwide Trailers, LLC
�Crafco, Inc.
BuyBoard
Houston -Galveston Area Council (HGAC)
BuyBoard
Sourcewel I
The Interlocal Purchasing System (TIPS)
Buyboard
TIPS
BuyBoard
General Services Administration (GSA)
HGAC
Sourcewel I
BuyBoard
BuyBoard
However, due to limited inventory and availability, additional vendors and options are needed. Fleet Acquisitions has already identified twenty-nine
additional vendors that are available through cooperatives.
Approval of this Mayor & Council Communication (M&C) authorizes the City to execute contracts with any vendor that is currently listed on any valid
cooperative that has one or more vehicles or pieces of equipment that is a current need for the City's fleet. This authorization would also include
purchases made using Interlocal Agreements with other governmental entities.
Fleet Acquisitions recently partnered with the Purchasing Division in an effort to better ensure that the City is able to purchase needed items as
quickly and efficiently as possible. The Fleet team meets regularly with key personnel to ensure that specifications are appropriate for the City's
fleet, costs are reasonable and acceptable, and that departments are receiving items that meet their business needs.
COOPERATIVE PURCHASE and INTERLOCAL AGREEMENTS - State law provides that a local government purchasing an item under a
cooperative purchasing agreement or interlocal agreement satisfies state laws requiring that the local government seek competitive bids for
purchase of the item.
AGREEMENT TERMS - Upon City Council approval of this M&C, the City will have authority to enter into one-time purchase agreements or annual
agreements with available vendors for up to three years from the date of approval. At the expiration of three years from the date of approval, the
City will seek additional authorization for any necessary contracts at that time.
BUSINESS EQUITY - an M/WBE goal is not assigned when purchasing from an approved purchasing cooperative or other public entity.
FUNDING - Currently, there is $42,593,019.00 in the City's budget in capital projects across multiple funds citywide for the purpose of funding fleet
acquisitions. Prior to each purchase agreement or contract being executed, staff will confirm that funding is available for that purchase and is
appropriated for that purpose. All existing contracts shall be amended or terminated to release encumbered funds to ensure that the City is able to
make purchases with the vendors that have needed items available for purchase on a rolling basis. No guarantee has been or will be made to any
vendor regarding minimum purchases.
FISCAL INFORMATION / CERTIFICATION:
The Director of Finance certifies that funds are available in the current capital budgets, as previously appropriated, in the Vehicle and
Equip Replacement Fund, W&S Capital Projects Fund, Stormwater Capital Projects Fund, Municipal Airport Capital Proj Fund, Solid Waste
Capital Projects Fund, CCPD Capital Projects Fund, ITS Capital Fund, Fleet Capital Projects Fund, Environmental Prot Cap Proj Fund, Tax Note
2019 Fund and Tax Note 2020 Fund to support the approval of the above recommendation for the purchase of vehicles and equipment. Prior to
any expenditures being incurred, the Property Management Department has the responsibility to validate the availability of funds.
Submitted for Citv Manaaer's Office bv: Reginald Zeno 8517
Dana Burghdoff 8018
Oriainatina Business Unit Head: Reginald Zeno 8517
Steve Cooke 5134
Additional Information Contact: Jo Ann Gunn 8525
Ashley Kadva 2047