HomeMy WebLinkAbout065156 - General - Contract - McKesson Medical Surgical Government Solutions, LLC (MMSG)Docusign Envelope ID: C1447D23-4DF9-8A77-83D2-DF27B494FDBA CSC C No. 65156
FORT WORTH V
CITY OF FORT WORTH COOPERATIVE PURCHASE AGREEMENT
This Cooperative Purchase Agreement ("Agreement") is entered into by and Mckesson Medical
Surgical Government Solutions, LLC ("Vendor") and the City of Fort Worth ("City"), a Texas home rule
municipality individually referred to as "party" and collectively as the "parties".
The Cooperative Purchase Agreement includes the following documents which shall be construed in the
order of precedence in which they are listed:
OFFICIAL RECORD
1. This Cooperative Purchase Agreement;
2. Exhibit A —Seller's Pricelist; CITY SECRETARY
3. Exhibit B — Cooperative Agency Contract No. COG-2167B; and FT. WORTH, TX
4. Exhibit C — Conflict of Interest Questionnaire
Exhibits A, B, and C, which are attached hereto and incorporated herein, are made a part of this
Agreement for all purposes. Vendor agrees to provide City with the services and goods included in
Exhibit A pursuant to the terms and conditions of this Cooperative Purchase Agreement, including all
exhibits thereto. If any provisions of the attached Exhibits conflict with the terms herein, are prohibited
by applicable law, conflict with any applicable rule, regulation or ordinance of City, the terms in this
Cooperative Purchase Agreement shall control.
City shall pay Vendor in accordance with the payment terms in Exhibit A and in accordance with
the provisions of this Agreement. Total payment made under this Agreement by City shall not exceed
($100,000.00) annually. Vendor shall not provide any additional items or services or bill for expenses
incurred for City not specified by this Agreement unless City requests and approves in writing the
additional costs for such services. City shall not be liable for any additional expenses of Vendor not
specified by this Agreement unless City first approves such expenses in writing.
The Parties will engage in multiple transactions to purchase goods and/or services under this
Agreement. For each purchase made pursuant to this Agreement, Vendor must supply a quote for the
subject goods and/or services 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 goods and/or
services, that quote shall be considered 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 Sr. Purchasing
Manager ("Effective Date") and expires on October 31, 2027, with two (2) renewal options.
Vendor agrees that City shall, until the expiration of three (3) years after final payment under this
Agreement, or the final conclusion of any audit commenced during the said three years, have access to
and the right to examine at reasonable times any directly pertinent books, documents, papers and records,
including, but not limited to, all electronic records, of Vendor involving transactions relating to this
Agreement at no additional cost to City. Vendor agrees that City shall have access during normal working
hours to all necessary Vendor facilities and shall be provided adequate and appropriate work space in
order to conduct audits in compliance with the provisions of this section. City shall give Vendor
reasonable advance notice of intended audits.
Notices required pursuant to the provisions of this Agreement shall be conclusively determined
to have been delivered when (1) hand -delivered to the other party, its agents, employees, servants or
Docusign Envelope ID: C1447D23-4DF9-8A77-83D2-DF27B494FDBA
representatives or (2) received by the other party by United States Mail, registered, return receipt
requested, addressed as follows:
To CITY.
City of Fort Worth
Attn: Assistant City Manager
100 Fort Worth Trail
Fort Worth, TX 76102
With copy to Fort Worth City Attorney's Office at the
same address
To VENDOR:
McKesson Medical -Surgical Government
Solutions, LLC.
9954 Maryland Drive, Suite 5176
Henrico, VA 23233
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
law 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.
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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.
(signature page follows)
(remainder of this page intentionally left blank)
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The undersigned represents and warrants that he or she has the power and authority to execute this
Agreement and bind the respective party.
CITY OF FORT WORTH:
9-* r'C
By:
Cristina Camarillo, signing on behalf of Brandy Hazel (Mey 5, 2026 12:02:56 CDT)
Name: Cristina Camarillo
Title: Sr. Purchasing Manager
Date: 05/05/2026
APPROVAL RECOMMENDED:
,rsG yS%?2
By:
Name: Raymond Hill
Title: Fire ChiefOA
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oa Vee'�
By:
Name: Jannette Goodall
Title: City Secretary
VENDOR:
Mckesson Medical-
LLC
L�G?44FAWEP
d by�:A'•""Afh' "t
By:
Name: Craig Malozzi
Title: Director
4/30/2026
Date:
CONTRACT COMPLIANCE MANAGER:
By signing I acknowledge that I am the person
responsible for the monitoring and administration of
this contract, including ensuring all performance and
reporting requirements.
By: AW
Name: Brenda Ray
Title: Fire Purchasing Manager
APPROVED AS TO FORM AND LEGALITY:
Lo
Name: Amarna Muhammad
Title: Assistant City Attorney
CONTRACT AUTHORIZATION:
M&C: N/A
1295 Form: N/A
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
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EXHIBIT A
Wind Farm, reinforcing our commitment to sustain,
and community impact. To learn more about our initiati
see our FY2025 Impact Report.
4.1. Cost Proposal
4.1.1. Pricing Model. Provide a description of Pricing Model
your pricing model orMMSGS's pricing model will be a minimum percent discount off
methodology its Government List Price ("GLP") for all products and servic
within our catalog offering. GLP is an internal list price i
commercial items which changes twice per year (typically Februa
1 and August 1) and on rare, off -cycle bases at its discretion.
Pagel
There are certain products and services that are not subject to
liscount off list pricing structure, e.g., InventoryManager has
varying fees based on facility usage and number of scanners.
additionally, BioMed Solutions do not have a GLP pricing model a
he time of offering, as such, to meet the needs of the member an
)roducts or services associated would be mutually agreed upon wit
VIMSGS and the member.
Structure
National Brand Products in Minimum 46% Discount off
MMSGS Catalog MMSGS Government List Price
(price ceiling)
McKesson Brand Products in Minimum 50% Discount off
MMSGS Catalog MMSGS Government List Price
Rx, Specialty Rx, and Core
Vaccines
*Services
Minimum 48% Discount off
MMSGS Government List Price
Minimum 20% Discount off
MMSGS Government List Price
Any discount offered in MMSGS's proposal does not apply
)ntrolled Substances.
Price ceiling: Price ceiling means that the Member will not
charged an amount greater than the price resulting from the prici
structure indicated. For example, if MMSGS's Government L
Price for a McKesson Brand product is $100, the Member will
charged no more than $50 for a product outside of the Rx Produc
Specialty Rx or Vaccine price structure.
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identifying how the model works for the
Equalis Member Auditability
products and services included in your
Equalis will maintain a master pricing file containing both GLP an
proposal. Your response should describe
DOL upon submission, which will serve as a reference for comparing
how the proposed pricing model is able to
awarded pricing.
be audited by an Equalis Group member to
assure compliance with the pricing in the
If an Equalis Member requests to audit pricing compliance, a maste
Master Agreement.
pricing file containing both GLP and DOL will be provided to the
member by MMSGS upon request.
Should an Equalis member request an updated catalog following
changes to the GLP, we can accommodate this; however, it is
important to note that GLP is not publicly available and serves as
their static resource for price verification.
4.1.2. Auditable. Describe how the proposed
As stated in section 4.1.1. Equalis will maintain a master pricing file
pricing model is able to be audited by
for audit purposes by Equalis and for an Equalis Group member to
public sector agencies or CCOG to assure
compare awarded pricing. If public sector agencies and or CCOG
compliance with pricing in the Master
request to audit pricing compliance, a master pricing file containing
Agreement.
both GLP and DOL will be provided by MMSGS upon request.
Should public sector agencies or CCOG request an updated catalog
following changes to the GLP, we can accommodate this; however,
it is important to note that GPLP is not publicly available and serves
as their static resource for price verification.
4.1.3. Cost Proposal Value. Which of the
The prices offered in your Cost Proposal are:
following statements best describes the
lower than what you offer other group purchasing
pricing offered included in Respondent's
organizations, cooperative purchasing organizations, or state
cost proposal.
purchasing departments.
® equal to what you offer other group purchasing organizations,
cooperative purchasing organizations, or state
purchasing departments.
higher than what you offer other group purchasing
organizations, cooperative purchasing organizations, or state
purchasing departments.
❑ not applicable. Please explain below.
4.1.4. Additional Savings. Describe any quantity or
Volume Discount Program Overview
volume discounts or rebate programs
We are pleased to offer a volume -based pricing incentive —to
included in your Cost Proposal.
Equalis members as part of our commitment to delivering value
and cost transparency. Our volume discount program is designed
to reward customers who purchase in bulk or otherwise order
larger -than -normal quantities across defined product categories.
Eligibility Criteria
• Volume: Orders exceeding $100,000 may qualify for
volume -based pricing consideration.
• Product Categories: National Brand and McKesson Bran
catalog items, excluding SRx, Rx, and Core Vaccines
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Page 110
products.
MMSGS will review the order to determine special pricing applied
against GLP and may apply a shipping fee dependent on type of
product and point of delivery, which must be disclosed in writing
to the member prior to order fulfillment. The final determination
regarding the volume discount is in the sole discretion of MMSGS.
4.1.5. Cost of Shipping. Is the cost of shipping
Standard delivery is FOB Destination. However, in addition to
included in the pricing submitted with your
MMSGS's pricing, additional fees may apply such as air freight
response? If no, describe how freight,
shipments, same day delivery, after-hours delivery services (note:
shipping, and delivery costs are calculated.
emergency or expedited delivery is subject to warehouse an
transportation availability at the time of request), and cold chain,
hazmat, and/or drop -ship fees. Other fees that may apply are finance
charges on past due balances, restocking fees on returns, and fuel
surcharge. Fees that apply will be per MMSGS's policy in effect a
the time of order.
4.1.6. Pricing Open Market or Sourced Goods. If
Cost Plus a Mark Up. MMSGS may provide a not -to -exceed mark up
relevant, propose a method for the pricing
on the Open Market products and services to cover project
of Open Market Items or Sourced Goods.
management, administrative, or other miscellaneous fees.
NOTE: For a definition of Open Market Items,
please refer to Part One, Section 5.4 — Other Pricing
Scenarios.
4.1.7. Total Cost of Acquisition. Identify any
Excluding fees related to drop ships, additional delivery
components from the total cost of
requirements are to be communicated on the order and may be
acquisition that are NOT included in the
subject to additional fees, which MMSGS will provide at time o
Cost Proposal. This would include all
request.
additional charges that are not directly
identified as freight or shipping. For
example, permitting, installation, set up,
Page 111
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1WA16111.031111:�
THIS MASTER COOPERATIVE PURCHASING AGREEMENT (this "Master Agreement") is entered into by and between The
Cooperative Council of Governments, Inc. ("CCOG"), McKesson Medical -Surgical Government Solutions LLC (the "Winning
Supplier"), and Equalis Group ("Equalis Group"). Throughout this Master Agreement, CCOG, Winning Supplier, and Equalis
Group are referred to interchangeably as in the singular "Party" or in the plural "Parties."
1. RECITALS
A. CCOG is a Council of Governments formed under Chapter 167 of the Ohio Revised Code and serves as a lead agency
(a "Lead Public Agency") for Equalis Group ("Equalis Group"), a national cooperative purchasing organization, by publicly
procuring Master Agreements for products and services to be made available to current and prospective Equalis Group
members ("Equalis Group Member" or "Member").
B. Equalis Group is the third -party procurement administrator for and duly authorized agent of CCOG, and in that role
manages the procurement, contract management, marketing, sales, reporting, and financial activities of, for, and on behalf
of CCOG at the direction and with the authorization of the CCOG Board of Directors.
C. To the extent that the laws of a state, region, territory, and/or country permit, any public sector entity may join
Equalis Group as a Member. The term "Public Sector Entities" includes, but is not limited to, political subdivisions,
municipal corporations, counties, townships, villages, school districts, special districts, public institutions of higher
education or training, units of government, state/regional/territorial agencies, state/regional/territorial governments,
federal/national agencies, federal/national governments, and other entities receiving financial support from tax monies
and/or public funds.
D. Any organization that is exempt from federal income tax under Section 501(c)(3) of the IRS Code, and any other
entity if permitted underthe IRS Code and other applicable law, including for -profit companies, may alsojoin Equalis Group
as a Member.
E. Equalis Group makes its Master Agreements available through groups and associations ("Association Partners")
that contract with Equalis Group for the purpose of providing additional benefits to the members of such Association
Partners.
F. Members, Association Partners, and Association Partners' members are referred to throughout this Master
Agreement as Equalis Group participants ("Equalis Group Participants").
G. CCOG issued a request for proposal ("RFP") on behalf of Equalis Group Participants and solicited responses from
companies ("Respondent") for medical, surgical, laboratory, and pharmaceutical supplies, equipment, services and related
solutions and awarded a contract to Winning Supplier as a responsible Respondent whose proposal was most
advantageous to CCOG. The products and services made available in this contract are defined by the contents of the
Winning Supplier's Cost Proposal submission ("Products & Services").
H. CCOG and Equalis Group agree to make the Products & Services from Winning Supplier available to Equalis Group
Participants and Winning Supplier agrees to provide the same to Equalis Group Participants who purchase Products &
Services ("Program Participants") subject to the terms of this Master Agreement.
NOW, THEREFORE, in consideration of the mutual promises contained herein, the Parties agree to the following terms and
conditions:
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2. TERMS & CONDITIONS
2.1. Personnel & Equipment. The Parties agree that the number and types of any subcontractors, dealers, distributors,
personnel, or specialized equipment which may be required to furnish Products & Services to Program Participants
will be
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determined by Winning Supplier. Winning Supplier agrees to engage the number and types of subcontractors, personnel,
and/or specialized equipment necessary to furnish the types of Products & Services to all Program Participants throughout
the Term of this Master Agreement and any Customer Agreement.
2.2. Supplemental Agreements. Winning Supplier may enter into separate supplemental agreements with an Equalis
Group Participant and/or Program Participant to further define the terms and conditions of purchasing Products
& Services pursuant to this Master Agreement ("Customer Agreement"). Notwithstanding the foregoing, by
ordering products or services under this Master Agreement, all terms and conditions of this Master Agreement
will be incorporated into a resulting Customer Agreement unless the Customer Agreement as mutually agreed
between Winning Supplier and the Program Participant states otherwise. Any Customer Agreement entered into
as a result of this contract is exclusively between the Program Participant and Winning Supplier. Neither CCOG,
Equalis Group, its agents, Member and employees shall be made party to any claim for breach of such agreement.
2.3. Pricing; Products & Services
a. Not -To -Exceed Pricing. All contract pricing is "Not -To -Exceed Pricing" where Members will receive
pricing that does not exceed the per unit pricing provided by the Respondent in Attachment B. Winning Supplier
may adjust pricing lower if needed, without any approval needed, but cannot exceed the pricing on their contract
price list.
b. Pricing Adjustments. No price increases are permitted within the first ninety (90) days of this
contract's Effective Date. Should it become necessary or proper during the Term of this Agreement to make any
change in design or any alterations that will increase expense, Equalis Group must be notified immediately. Price
increases must be approved by CCOG or Equalis Group and no payment for additional materials or services, beyond
the amount stipulated in the Agreement, shall be paid without prior approval. All price increases must be
supported by manufacturer documentation, or a formal cost justification letter. In instances of an increase in price,
Winning Supplier must honor current pricing for thirty (30) days after approval of new pricing and written
notification from Equalis Group.
It is Winning Supplier's responsibility to keep all pricing up to date and on file with Equalis Group. All price
changes must be provided to Equalis Group, using the same format as was accepted in the original contract.
C. Rates & Charges. The rates, fees, and charges to be charged to and paid by Program Participants
for Products & Services are set forth in contract price list. Winning Supplier agrees that except for applicable
government fees and taxes there are no other applicable rates, fees, charges, or other monetary incentives for
Products & Services except those set forth in Winning Supplier's cost proposal.
d. Products & Services Additions and Deletions. New products and/or services that are included in
the scope of work of the original RFP may be added to the contract. Winning Supplier may replace or add product
lines to an existing contract if the line is replacing or supplementing products on contract, is equal or superior to
the original products offered, is discounted in a similar or to a greater degree, and if the products meet the
requirements of the solicitation. CCOG or Equalis may require additions to be submitted with documentation from
Participating Members demonstrating an interest in, or a potential requirement for, the new product or service.
CCOG or Equalis may reject any additions without cause.
Page 12
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2.4. The Term. This Master Agreement and the Appendices attached hereto will become effective as of effective date
identified in the Master Agreement Signature Form (the "Effective Date"). This Master Agreement will remain in
effect for four (4) years and will expire on the date identified in the Master Agreement Signature Form (the
"Termination Date") unless extended, terminated, or cancelled as set forth in the Master Agreement (the "Initial
Term"). This Master Agreement may be renewed for one (1) additional one (1) year period by CCOG (a "Renewal
Term") unless this Master Agreement is terminated as set forth herein. By mutual consent of the Parties, the Term
of this Master Agreement may be extended beyond the Initial and Renewal Term (the "Extended Term"). The
Initial Term together with all Renewal Terms and Extended Terms exercised are hereinafter collectively referred to
as the "Term."
2.5. Formation of Contract
a. Respondent Contract Documents. CCOG and Equalis Group will review proposed
Respondent contract documents. Respondent's contract document shall not become part of CCOG and
Equalis Groups' contract with Respondent unless and until an authorized representative of CCOG and
Equalis Group reviews and approves it.
b. Entire Agreement. This Master Agreement, including its Recitals, together with all
components of the RFP, the components of the Winning Supplier's proposal, attachments, appendices,
and exhibits hereto, constitutes the entire agreement between the Parties with respect to the subject
matter hereof and supersedes all prior oral or written representations and agreements with regard to the
same subject matter. The Parties acknowledge that this Master Agreement has been negotiated and
incorporates their collective agreement as to the provisions to be contained herein. Therefore, no
presumption will arise giving benefit of interpretation by virtue of authorship of any provision of this
Master Agreement, and any ambiguity may not be construed for or against any Party. Winning Supplier's
complete and final RFP response is hereby incorporated into and made part of this Master Agreement.
C. Modification. No release, discharge, abandonment, waiver, alteration, or modification of
any of
the provisions of this Master Agreement, or any of the Appendices incorporated herein, shall be binding upon any
Party unless set forth in a writing signed by authorized representatives of the Parties.
d. Assignment. This Master Agreement and the rights and obligations hereunder may not be
assignable by any Party hereto without the prior written consent of the other Parties, which consent shall not be
unreasonably withheld, conditioned, or delayed, provided, however, that Winning Supplier and Equalis Group may
assign their respective rights and obligations under this Master Agreement without the consent of the other Parties
in the event either Winning Supplier or Equalis Group shall hereafter effect a corporate reorganization,
consolidation, merger, merge into, sale to, or a transfer of all or substantially all of its properties or assets to
another entity. Subject to the preceding sentence, this Master Agreement will be binding upon, inure to the benefit
of, and be enforceable by the Parties and their respective successors and assigns. Any instrument purporting to
make an assignment in violation of this section shall be null and void. This Master Agreement may be extended to
additional entities affiliated with the Parties upon the mutual agreement of the Parties. No such extension will
relieve the extending Party of its rights and obligations under this Master Agreement.
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e. Order of Precedence.
(1) General terms and conditions of Master Agreement
(2) Specifications and scope of work, as awarded
(3) Attachments and exhibits to the Master Agreement
(4) The solicitation and all attachments thereto; and (5) The Respondent's proposal and all attachments
thereto.
2.6. Confidentiality.
a. Obligation. The nature and details of the business relationship established by this Master
Agreement, and the business information regarding the other Party(ies) (the "Disclosing Party") to which
a Party(ies) (the "Receiving Party") may become privy during the Term of this Master Agreement
(collectively, the "Information") constitute confidential and proprietary information, the disclosure,
copying, or distribution of which could result in competitive harm to the Disclosing Party. Each Party agrees
to maintain the other Parties' Information in the strictest confidence and agrees not to disclose, copy, or
distribute the other Parties'
Information, whether orally or in writing, directly or indirectly, in whole or in part, except to those of the Receiving
Party's employees, agents, subcontractors, and suppliers with a need to know the Information. The foregoing will
not limit a Receiving Party, for purposes of marketing, from informing actual or potential Equalis Group Participants
of the existence of a contractual relationship between the Parties. The Parties further agree that they will require
that all of their employees, agents, subcontractors, and suppliers abide by the terms of these confidentiality
obligations. The confidentiality obligations set forth in this section will continue in effect for the Term of this Master
Agreement and for a period of two (2) years after the date this Master Agreement is terminated or expires.
b. Exceptions. Nothing herein will apply to any information (a) which is or becomes generally
available to the public other than as a result of a disclosure by a Receiving Party or its representatives, (b) which
was available on a non -confidential basis prior to its disclosure by the Disclosing Party or its representatives, (c)
which becomes available to a Receiving Party on a non -confidential basis from a source other than the Disclosing
Party or its representatives, provided that such source is not known to be subject to any prohibition against
transmitting the information, (d) which is disclosed pursuant to an order of court; provided that in the event that
proprietary information is disclosed or threatened to be disclosed pursuant to this clause (d), the Receiving Party
will give the original Disclosing Party prompt, written Notice, as hereinafter defined, of such threatened disclosure
and the right to defend against such disclosure, at Disclosing Party's expense, and provided further that the original
Receiving Party will cooperate reasonably in such defense, or (e) which is subject to a Freedom of Information Act
Request or other public records request to which a Party is, or may be, required to respond by applicable law.
2.7. Indemnification. MMSGS will indemnify, defend, and hold CCOG harmless from and against any and all losses,
damages, fines penalties, costs, claims and expenses (including costs of defense, settlement, and reasonable
attorneys' fees) (collectively, "Losses") incurred by CCOG which arise from claims, allegations, actions, causes of
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action, demands, assertions, adjudications, or suits of third parties alleging damage to or destruction of any
property, or bodily injury (including death) to the extent such Losses are solely caused by MMSGS's gross
negligence or willful misconduct in the performance of MMSGS's obligations under a Contract with the CCOG.
This indemnity shall be limited to the extent any such Losses are determined to have arisen out of or resulted
from CCOG's gross negligence, recklessness or willful misconduct. Except as otherwise provided herein and to the
extent permitted by law, CCOG will indemnify, defend, and hold MMSGS harmless from and against any and all
Losses incurred by MMSGS which arise from claims, allegations, actions, causes of action, demands, assertions,
adjudications, or suits of third parties alleging damage to or destruction of any property, or bodily injury (including
death) to the extent such Losses are solely caused by CCOG's gross negligence, recklessness or willful misconduct
in the performance of CCOG's obligations under a Contract with the MMSGS.
2.8. Winning Supplier Insurance. During the Term of this Master Agreement and any Customer Agreements, Winning
Supplier, at its own expense, shall maintain and shall require that its agents, subcontractors, and suppliers engaged
in Winning Supplier's performance of its duties under this Master Agreement maintain general liability insurance,
property insurance, and automobile insurance (at a minimum, in the amount of $1,000,000 per
occurrence/$5,000,000 annual aggregate) applicable to claims, liabilities, damages, costs, or expenses arising out
of its performance under this Master Agreement, or any Appendix, and with respect to, or arising out of, Winning
Supplier's provision of Products & Services to
Program Participants. CCOG, Equalis Group, and their respective officers, directors, employees, and agents will be listed as
certificate holders on Winning Supplier's certificates of insurance evidencing the required insurance. Winning Supplier shall
endeavor to provide thirty (30) days prior written notice to CCOG and Equalis Group prior to the cancellation or reduction
in requirement limits. Winning Supplier shall submit to Equalis Group within ten (10) calendar days after the Effective Date
of this Master Agreement, valid certificates evidencing the effectiveness of the foregoing insurance policies. Winning
Supplier shall provide such valid certificates on an annual basis until the terms of this section are no longer applicable. In
the event of termination of the Master Agreement, insurance obligations shall continue for any active Customer
Agreements until their expiration, and thereafter for any claims arising during the coverage period.
2.9. Termination Rights. The Parties shall have the termination rights set forth below.
a. Insolvency. If a petition in bankruptcy is filed by any Party, or if any Party is adjudicated as
bankrupt, or if any Party makes a general assignment for the benefit of creditors, or if a receiver is appointed on
account of the insolvency of any Party, then the other Parties, without prejudice to any other right or remedy, may
terminate this Master Agreement upon giving at least five (5) business days prior written Notice of such
termination.
b. Mutual Consent. This Master Agreement, or any Appendix, may be terminated at any time by the
mutual written consent of the Parties.
C. Breach. In the event that any Party commits a material breach of its obligations under this Master
Agreement, except for a payment obligation, the non -breaching Party(ies) may provide written Notice describing
the material breach to the breaching Party. The breaching Party will have thirty (30) calendar days to cure such
breach or provide acceptable reassurance to the non -breaching Party(ies), or, if the Parties agree that a cure or
reassurance is not feasible within thirty calendar (30) days, such period of time for cure or satisfactory reassurance
as the Parties may agree in writing. If the breach is not cured within such period or if satisfactory reassurance is
not accepted by the non -breaching Party(ies) in such period, then the Party(ies) not in breach may terminate this
Master Agreement upon ten (10) business days written Notice at the Addresses for Notices.
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2.10. Effects of Termination. Upon termination of this Agreement for any reason, all Customer Agreements entered
into with Program Participants shall terminate upon the Customer Agreement's current date of expiration.
Winning Supplier shall immediately cease any sales of Products & Services to any Program Participant under and
through the terms of this Master Agreement. Following the date of termination, Winning Supplier shall not be
precluded from selling its products and services to individuals, businesses, and entities that were Program
Participants when this Master Agreement was in effect either directly or through some other contract vehicle.
Following the date of termination, CCOG and Equalis Group shall not be precluded from transitioning individuals,
businesses, and entities that were Program Participants when this Master Agreement was in effect to another
agreement or Equalis Group supplier partner.
2.11. Audit of Winning Supplier. CCOG and Equalis Group, whether directly or through an independent auditor or
accounting firm, shall, upon thirty (30) day written notice have the right to perform audits, including inspection of
books, records, and computer data relevant to Winning Supplier's provision of Products & Services to Program
Participants pursuant to this Master Agreement, to ensure that pricing, inventory, quality, process, and business
controls are maintained; provided, however, that such inspections and audits will be conducted upon reasonable
notice to Winning Supplier and so as not to unreasonably interfere with Winning Supplier's business or operations.
Any such Audit under this Agreement shall occur no more than one (1) time in any twelve (12) month period and
should cover only the books and records applicable to the prior eighteen (18) month period.
2.12. Force Maieure. This Master Agreement will be temporarily suspended during any period to the extent that any
Party during that period is unable to carry out its obligations under this Master Agreement or the Appendices by
reason of an Act of God or the public enemy, act of terrorism, epidemic or pandemic, fire, flood, labor disorder
not caused by Winning Supplier, civil commotion, closing of the public highways not caused by Winning Supplier,
government interference, government regulations, or any other event or occurrence beyond the reasonable
control of the affected Party ("Event of Force Majeure"). No Party will have any liability to the other Party(ies) for
a delay in performance nor failure to perform to the extent this Master Agreement or any Appendix is so
temporarily suspended; provided that nothing contained herein shall apply to payment obligations with respect
to obligations which have already been performed under this Master Agreement. For the avoidance of doubt,
MMSGS is not a manufacturer of items and therefore is not able to prevent supply chain issues such as
manufacturer backorders, discontinuations, or allocations related to high demand or short supply. Additionally,
MMSGS will provide the products offered in our proposal unless MMSGS is contractually prohibited by the
manufacturer to provide said products.
2.13. Limitation of Liability. In no event will MMSGS be liable in connection with, or related to this agreement for any
special, incidental, indirect, punitive, or consequential damages, whether based on breach of contract, warranty,
tort, product liability, or otherwise, (including lost profits) from any cause, including, without limitation, damages
resulting from any unavailability of, defect in, or misshipment of products, and whether or not MMSGS has been
advised of the possibility of such damage or the provision of services. this provision will survive termination or
expiration of this agreement.
2.14. Notices. All notices, claims, certificates, requests, demands, and other communications required or permitted
hereunder ("Notice") must be in writing and will be deemed given to the Addresses for Notices (a) when delivered
personally to the recipient, (b) upon delivery by reputable overnight courier service (charges prepaid), or (c) upon
delivery or refusal of delivery by certified or registered mail, return receipt requested, and addressed to the
intended recipient. The Parties agree that the day-to-day business communications, including notification of a
change of address, pricing updates, or revisions to any Appendix, may be made via electronic communication.
a. Addresses for Notices. Written notices for the Winning Supplier will be sent to the remittance
Page 14 of 129
Docusign Envelope ID: C1447D23-4DF9-8A77-83D2-DF27B494FDBA
address provided with the Winning Supplier's proposal.
If to CCOG:
The Cooperative Council of
Governments, Inc.
Attn: Board President
6001 Cochran Road, Suite
333 Cleveland, Ohio 44139
Facsimile: 440.337.0002
If to EQUALIS GROUP:
Equalis Group, LLC.
Attn: Eric Merkle, EVP
5540 Granite Parkway,
Suite 200
Plano, Texas 75024
2.15. Waiver. Other than the rights and obligations with respect to payment provided by this Master Agreement, waiver
by any Party(ies) of or the failure of any Party(ies) hereto to enforce at anytime its rights with regard to any breach
or failure to comply with any provision of this Master Agreement by the other Party(ies) may not be construed as,
or constitute, a continuing waiver of such provision, or a waiver of any other future breach of or failure to comply
with the same provision or any other provision of this Master Agreement.
2.16. Governing Law; Invalidity. This Master Agreement shall be construed and enforced in accordance with, and
governed by, the laws of the State of Ohio without regard to rules of conflict of laws. If any provision of this Master
Agreement is declared unlawful or unenforceable by judicial determination or performance, then the remainder
of this Master Agreement shall continue in force as if the invalidated provision did not exist. Any suits filed by any
Party pursuant to this Master Agreement shall be brought in a court of competent jurisdiction located in Cuyahoga
County, Ohio. In the event any Party initiates a suit and that suit is adjudicated by a court of competent jurisdiction,
the prevailing Party shall be entitled to reasonable attorney's fees and costs from the non -prevailing Party in
addition to any other relief to which the court determines the prevailing Party is entitled or awarded.
2.17. No Third -Party Beneficiaries; Survival of Representations. This Master Agreement is made solely for the benefit
of the Parties to it, and no other persons will acquire or have any right under or by virtue of this Master Agreement.
Except as otherwise provided herein, all representations, warranties, covenants, and agreements of the Parties
shall remain in full force and effect regardless of any termination of this Master Agreement, in whole or in part.
2.18. Execution in Counterparts. This Master Agreement may be executed in one or more counterparts, each of which
will be deemed an original. For purposes of this Master Agreement, a facsimile, scanned, or electronic signature
will be deemed an original signature.
2.19. Nondiscrimination & Intimidation.
Winning Supplier expressly agrees that in the hiring of employees for the performance of work
or
services under this Master Agreement or any subcontract that takes place in the State of Ohio, Winning Supplier,
its subcontractors, or any person acting on a Winning Supplier's or its subcontractor's behalf shall not discriminate
in the hiring of employees by reason of race, creed, sex, disability as defined in Section 4112.01 of the Ohio Revised
Page 15 of 129
Docusign Envelope ID: C1447D23-4DF9-8A77-83D2-DF27B494FDBA
MSKESSON
Code nor shall it discriminate against any citizen of the State of Ohio in the employment of labor or workers who
are qualified and available to perform the Work to which the employment relates.
Winning Supplier expressly agrees that Winning Supplier, any of its subcontractors, or any person
on behalf of Winning Supplier or its subcontractors in any manner shall not discriminate against or intimidate any
employee hired for the performance of work or services under this Master Agreement on account of race, creed,
sex, disability as defined in Section 4112.01 of the Ohio Revised Code, or color.
C. Winning Supplier expressly agrees to include principally similar provisions of this section in each
of its written subcontractor agreements for the Products & Services subject to this Master Agreement.
(The rest of this page is intentionally left blank)
RFP #: COG-2167
Medical, Surgical,
Pharmaceutical
Supplies, Equipment,
Solutions
Laboratory,
Services and
and
Related
The Cooperative Council of Governments on Behalf
of Equalis Group
Prepared by:
McKesson Medical -Surgical Government
Solutions LLC
CAGE: 1 EU 19
UEI: XFHRZSRBK6Q 1
Prepared for:
Page 16 of 129
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MCKESSO N
August 29, 2025
Via online submission (ccog bonfirehub.com)
The Cooperative Council of Governments
On Behalf of Equalis Group Department
of Procurement
6001 Cochran Rd, Suite 333
Cleveland, OH 44139
RE: RFP #COG-2167 Medical, Surgical, Laboratory, and Pharmaceutical Supplies, Equipment,
Services and Related Solutions
Dear Purchasing Department:
McKesson Medical -Surgical Government Solutions LLC ("MMSGS") is pleased to submit the following
response to the Cooperative Council of Governments (the "CLOG") and Equalis Group ("Equalis") for Medical,
Surgical, Laboratory, and Pharmaceutical Supplies, Equipment, Services, and Related Solutions.
Please see Exhibit A containing MMSGS's clarifications to the CCOG's and Equalis' terms and conditions.
If awarded, MMSGS requests award notification be provided to Government.Bids(ibMcKesson.com. After
completing any contract negotiations needed, please allow a minimum of two weeks prior to the contract start
date, whenever possible, to allow for standard steps that may include account number setup, item number setup,
and price load. If Govemment.BidsgMcKesson.com is not notified of award prior to contract order placement,
MMSGS reserves the right to negotiate price effective date.
If I can answer any questions that you may have, please feel free to contact me directly. Thank you for this
opportunity and we look forward to doing business with you!
Sincerely,
Kimberly R. Zabriskie
Sr. Proposal Specialist
855-416-9582, x57169
Government.BidskMcKesson. com
Page 17 of 129
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McKesson Medical -Surgical Government Solutions LLC
9954 Mayland Drive, Suite 51 76
Henrico, VA 3
www.mckesson.com
Page 2 of 2
Docusign Envelope ID: C1DEOA20-2A58-4412-B24B-DFD3CF0498B4
ASSISTANT SECRETARY'S CERTIFICATE OF MCKESSON MEDICAL -SURGICAL GOVERNMENT
SOLUTIONS LLC
I, Juliet Pate, DO HEREBY CERTIFY, that I am the duly elected and qualified Assistant
Secretary of McKesson Medical -Surgical Government Solutions LLC, a company organized and
existing under the laws of the state of Delaware (the "Company"), and in accordance with the
Company's delegation of authority policy and subject to the limitations set forth therein, the
following individuals are authorized to execute certain documents related to customer and vendor
contracts on behalf of the Company:
Name
Stanton J. McComb
Stephen Amadio
Kendra Both
Christopher Boucher
Margaret Donnell
Bryan Figura
Michelle Fisher
Ashley Guerieri Kirsten
Hoggatt
Kameren Jewett
Greg Keyes
Craig Malozzi
Heather March
David McDade
Laura Phillips Dawn
Sakellariou Dawn
Tarantelli Kimberly
Zabriskie
Title
President
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Authorized Representative
Page 18 of 129
Docusign Envelope ID: C1447D23-4DF9-8A77-83D2-DF27B494FDBA
Authorized Representative
This certificate shall not be used, circulated, referred to, relied upon, or quoted for any other
purpose without the express written permission of the Company.
IN WITNESS WHEREOF, I have hereunto executed this Certificate on this 17th day of June 2025.
uocusegn tnvelope RY C:IutuA U-2AbB-4412-L%24U-uru'st;ruay8ti4
CCOG
Cooperative
Council of
Governments
By: Atit-f
Juliet Pate
Assistant Secretary
REQUEST FOR PROPOSALS:
40equalis
GROUP
Page 19 of 129
Docusign Envelope ID: C1447D23-4DF9-8A77-83D2-DF27B494FDBA
Medical, Surgical, Laboratory, and Pharmaceutical Supplies,
Equipment, Services and Related Solutions
RFP # :
COG-2167
ISSUED BY:
The Cooperative Council of Governments
On Behalf of Equalis Group
6001 Cochran Road, Suite 333
Cleveland, Ohio 44139
DATED:
August 1, 2025
SECTION ONE:
Part A — Overview, Scope, and Project Information
Part B — Conditions and Other Requirements
Part C — Bid Submission, Format, Evaluation, and Award
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SECTION ONE
SECTION ONE, PART A — OVERVIEW, SCOPE, AND PROJECT INFORMATION............................................................. 1
1. Overview.........................................................................................................................................................................
1
2. CCOG Background...........................................................................................................................................................
1
3. Role of Equalis Group.......................................................................................................................................................
1
4. Purpose..........................................................................................................................................................................
2
5. Scope..............................................................................................................................................................................
2
6. RFP Documents...............................................................................................................................................................
2
7. Anticipated Procurement Timetable...................................................................................................................................
2
8. Q&A Period.....................................................................................................................................................................
2
9. Pre -Proposal Meeting.......................................................................................................................................................
2
10. Public Opening.................................................................................................................................................................
2
11.
Communications Prohibited...............................................................................................................................................
2
SECTION ONE, PART B — CONDITIONS AND OTHER REQUIREMENTS...........................................................................
4
1.
Respondent Requirements................................................................................................................................................
4
2.
Authorization of Contractors, Subcontractors, Dealers, Resellers, and Distributors................................................................
4
3.
Costs Incurred................................................................................................................................................................
4
4.
Trade Secret Prohibition, Public Information Disclaimers.....................................................................................................
4
5.
Master Agreement............................................................................................................................................................
4
6.
Formation of Master Agreement........................................................................................................................................
5
7.
Administration Agreement................................................................................................................................................
5
8.
Ethical & Conflict of Interest.............................................................................................................................................
5 9.
Waiver of Minor Proposal Errors........................................................................................................................................ 5
SECTION
ONE, PART C — BID SUBMISSION, FORMAT, EVALUATION, AND AWARD .................................................. 6
1.
Proposal Submission........................................................................................................................................................
6
2.
Supplemental Submission Documents................................................................................................................................
6
3.
Proposal Amendment & Withdrawal..................................................................................................................................
6
4.
Estimated Spend & Available Funds...................................................................................................................................
6
5.
Cost Proposal & Pricing...................................................................................................................................................
6
6.
Evaluation Process...........................................................................................................................................................
8
7.
Clarification & Negotiation................................................................................................................................................
10
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Docusign Envelope ID: C1447D23-4DF9-8A77-83D2-DF27B494FDBA ugn tnveiope Iu: U1utuvZu-7ZA52S-4412-B24B-uru3c:ru49MB4
8. Final Scoring.................................................................................................................................................................... 11
9. Proposal Review Team Recommendation........................................................................................................................... 11
10. Contract Award................................................................................................................................................................ 11
11. Protests........................................................................................................................................................................... 11
Page 12
Section One, Part A - Overview, Scope, and Project Information
1. Overview
This request for proposal ("RFP") is published by the Cooperative Council of Governments ("CCOG") for the purpose of
awarding a master cooperative purchasing agreement (the "Master Agreement") and creating a cooperative purchasing
program for medical, surgical, laboratory, and pharmaceutical supplies, equipment, services and related solutions (the
"Program") that will be available to current and future members of Equalis Group (the "Members"). Companies and
organizations which respond to this RFP ("Respondents") and awarded a Master Agreement are referred to, throughout
this RFP and supporting documentation, as a "Winning Supplier" or "Awarded Supplier".
The use of the Master Agreement by any public agency is preceded by registration with Equalis Group and by using the
Master Agreement (a "Program Participant"), any such Program Participant agrees that it is registered with Equalis
Group, whether pursuant to the terms of a Master Intergovernmental Purchasing Cooperative Agreement, that can be
accessed at https://equalisciroup.org/member-registration/, or as otherwise agreed to. Under applicable state statutes,
public sector entities nationwide that join Equalis Group can purchase products and services through the resulting Master
Agreement without having to conduct their own formal procurement process, thereby saving both themselves significant
time and money.
2. CCOG Background
CCOG is a Council of Governments and Ohio political subdivision organized under Chapter 167 of the Ohio Revised Code.
CCOG is an Equalis Group, LLC ("Equalis Group") lead public agency and, in that role, conducts formal public sector
competitive solicitation processes in compliance with applicable public sector procurement guidelines to select a Winning
Supplier(s) to provide products and services to Members.
At the conclusion of this RFP process, CCOG will award a Master Agreement to the Winning Supplier(s).
3. Role of Equalis Group
Equalis Group works with lead public agencies, such as CCOG, that are legally empowered to conduct formal procurement
processes, enter into Master Agreements, and make those Master Agreements available to public sector organizations
such as: municipalities, K-12 school districts, counties, higher education institutions, special districts, tribal nations, and
state and federal agencies as well as non-profit and for -profit organizations across the country.
The Winning Supplier(s) and Equalis Group will also enter into a separate management agreement (the "Administration
Agreement") which defines i) the roles and responsibilities of both parties relating to marketing and selling the Program
to current and prospective Members and ii) the financial terms between the parties. The Winning Supplier and Equalis
Group will work closely together to develop and implement marketing and sales strategies to drive program adoption
with current and future Members across the country.
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Equalis Group, is committed to actively engage with the Winning Suppliers to grow profitable public sector revenue by:
3.1. Training Supplier Partners' sales representatives on the pricing, terms, and conditions of the Master
Agreement and how to sell their products and services through this already procured contract vehicle.
3.2. Developing sales tools that address common legal, procurement and compliance questions.
3.3. Creating, implementing, and managing marketing and sales campaigns to jointly identify public sector
prospects across the country.
3.4. Supporting the sales process by providing subject matter expertise to prospective Members on the
legitimacy of the procurement process that established the Master Agreement.
Page 1 2
0. Purpose
The primary purpose of this Program is to offer Members a complete and comprehensive offering of medical, surgical,
laboratory, and pharmaceutical supplies, equipment, services and related solutions.
1. Scope
CCOG is seeking proposals for medical, surgical, laboratory, and pharmaceutical supplies, equipment, services and
related solutions. This RFP and contract award process is a solutions -based solicitation; meaning that CCOG is seeking
solutions that meet the general requirements of the scope of this RFP and that are commonly desired or are required by
law or industry standards.
CCOG acknowledges the dynamic nature of the medical distribution industry, the needs of the Member, and the potential
for project or customer requirements that extend beyond the conventional interpretation of this scope. Accordingly,
Respondents are encouraged to propose a range of products & services that include or complement the core scope. This
extension is designed to accommodate a diverse array of customer -specific requirements that may arise and ensures
that Members have access to a comprehensive suite of solutions through the awarded contract(s). As a result,
Respondents are encouraged to propose their complete catalog, products and services. However, Respondents may elect
to limit their proposals to a single product or service line within any category, or multiple products and services within
any and all categories.
Products, equipment, supplies, services, and solutions within the scope of this RFP may support, but is not exclusive to,
the following departments, activities, or
categories:
5.1. Departments & Activities
Page 23 of 129
Docusign Envelope ID: C1447D23-4DF9-8A77-83D2-DF27B494FDBA
First Aid Care
Sports Medicine
Special Education
y Patient Examinations
Project Management
Health & Development Assistive
i
Inventory Management
Emergency Response
Vision and Hearing Screening
Public Safety Medical Care
*
Ambulatory
MDeidaigcnaol
Apparel & Textiles
sRtieccoErgdusipment
Athletics
Automatic Dispensing
Cabinets
Equipment & Accessories
Beds & Other Furniture
Equipment Sales, Rental &
IDnfiectatiroynSaunpdplBeimohe
Servicing
anztsard Control
Demo
& Simulation
•
5.2. Categories
CEPxRam&inAaEtDion or Surgical
Gloves
RFeirhsatbAiliidtation
PH rod uuscetke&eSpiunpgpl&ieJsa
Kniittoinrigal
Incontinent Care
Infection Control Page 1 2
Medical Care
Specimen Identification
Surgical Care
Patient Identification
Athletic Training
Physical & Occupational Therapy
School Nurse
Page 24 of 129
Docusign Envelope ID: C1447D23-4DF9-8A77-83D2-DF27B494FDBA
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Docusign Envelope ID: C1447D23-4DF9-8A77-83D2-DF27B494FDBA
■
Infusion/IV
• Laboratory
Surgical Instruments & Equipment ■
Media
■
Medications
Pediatrics
• Medical Waste Disposal
Needles & Syringes Patient Care
f
Ostomy & Urology Pharmaceutics
f
Personal Care Laboratory
Respiratory Care Respiratory
Wound Care Headwall
■
Obstetrics & Gynecology ■
This scope should be read as including all products, equipment, software, services, and any other capability that
Respondents are able to offer which supports or complements the scope as defined above.
6. RFP Documents
This RFP documents consist of the following:
6.1. Section One:
a. Part A - Overview, Scope, and Project Information
b. Part B - Conditions and Other Requirements
C. Part C - Bid Submission, Format, Evaluation, and Award
6.2. Section Two:
a. Proposal Submission, Technical Proposal, Cost Proposal and Required Forms
6.3. Section Three:
a. General Terms and Conditions of Master Agreement
6.4. Attachments:
a. Attachment A - Sample Administration Agreement
b. Attachment B - Cost Proposal Template
c. Attachment C - State Notice
7. Anticipated Procurement Timetable
CCO reserves the right to revise this schedule after providing reasonable notice in the best interest of CCOG and/or to
comply with the State of Ohio procurement procedures and regulations. All times are Eastern time zone. CCO utilizes
Page 1 2
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Docusign Envelope ID: C1447D23-4DF9-8A77-83D2-DF27B494FDBA
Bonfire, an online procurement platform, to publish RFPs, manage communication including the Q&A process, and receive
proposals.
Activity
Dates & Times
RFP Publication; Q&A Period Opens
August 1, 2025
Q&A Period Closes
August 21, 2025, at 5 PM Eastern
Q&A Responses Distributed
August 22, 2025
Deadline for Proposal Submission &
August 29, 2025, at 3 PM Eastern*
Public Opening
Contract Award Issued
November 1, 2025(estimated)
*Any Respondents experiencing technical difficulties accessing the RFP through Bonfire should contact Bonfire customer
support by submitting a support ticket to Support@GoBonfire.com, access the Vendor FAQ at
www.ciobonfire.com/support/, or receive online support via online chat at www.gobonfire.com/support/.
8. Q&A Period
Respondents may submit questions regarding this RFP through Bonfire during the Q&A Period as outlined in Anticipated
Procurement Timetable. To submit a question, Respondents must login into Bonfire to access the Vendor Discussion
function under the Messages section. To best assist in answering questions, Respondents should reference the section
number of this RFP from where the question originates.
CCOG may, at its sole discretion, disregard any questions which do not appropriately reference an RFP or attachment.
CCOG will not respond to any questions received after the date and time that the Q&A Period closes.
CCOG's responses to all questions submitted through Bonfire will be added to Bonfire as an addendum to the RFP on or
before the date provided in Anticipated Procurement Timetable. Any interpretation or correction of the RFP will be
made only by an addendum posted on Bonfire. CCOG will not be responsible for providing any other explanations or
interpretations of the RFP.
Respondents' proposals are to take into account any information communicated by CCOG in the RFP Q&A Addendum.
It is the responsibility of all Respondents to check for all updates regarding this RFP on Bonfire.
9. Pre -Proposal Meeting
CCOG may elect to host a non -mandatory, pre-preproposal meeting. All prospective respondents will be notified through
Bonfire of the date and time if a pre -proposal meeting is deemed necessary. A recording of the meeting will be made
available to all prospective respondents. The intent of this meeting is to provide an overview of CCOG, Equalis Group,
the RFP, the document package and to field any questions Respondents may have related to this RFP. Information to
participate in the pre -proposal meeting will be posted on Bonfire under Events section.
Page 1 2
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10. Public Opening
The public opening of proposals received in response to this RFP will be held at the date and time proposals are due and
will solely consist of opening all proposal received and identifying the Respondents who responded. The public opening
will be held via Zoom with the information to participate posted on Bonfire under Events section. All responses must
be received by the date and time listed for the Public Opening. Late responses will not be considered, and
it is the responsibility of Respondents to ensure they are able to properly submit through the Bonfire
platform.
11. Communications Prohibited
From the issuance date of this RFP until an the award of contract to the Winning Supplier(s), there may be no
communications concerning the RFP between any Respondent that expects to submit a proposal and any employee of
CCOG, Equalis Group, any member of the Proposal Review Team ("PRT"), or any other individual, regardless of their
employment status, who is in any way involved in the development of the RFP or the selection of a Winning Supplier
("Communications Prohibited"). The only exceptions to the Communications Prohibited are as follows:
11.1. Any communications related specifically to the Question & Answer (Q&A) Period;
11.2. As necessary in any pre-existing or on -going business relationship between CCOG, Equalis Group, and any
supplier that could submit a proposal in response to this RFP;
11.3. As part of any Respondent interview process or proposal clarification process initiated by CCOG, which CCOG
deems necessary at its sole discretion; and 11.4. Any Public Records Requests made to CCOG.
IMPORTANT NOTE: addenda or attachments to the RFP or to any documents related to the RFP will be accessible to
Respondents through Bonfire. CCOG may not specifically notify any Respondent of changes or announcements related
to this RFP except through posting on Bonfire. It is the affirmative responsibility of interested Respondents to be aware
of and to fully respond to all updated information regarding this RFP posted on Bonfire.
CCOG is not responsible for the accuracy of any information regarding this RFP that was obtained or gathered through
a source other than from CCOG directly or through the Q&A process described in this RFP. Any attempts at
Communications Prohibited by a Respondent may result in the disqualification of that Respondent's proposal.
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Section One, Part B - Conditions and Other Requirements
1. Respondent Requirements
Respondents are to base their RFP responses, including the details and costs, on the requirements and performance
expectations established in this RFP, inclusive of all attachments.
2. Authorization of Contractors, Subcontractors, Dealers, Resellers, and Distributors
If Respondent requires the use of contractors, subcontractors, dealers, resellers, or distributors to sell or service the
products and services included in their proposal, the proposal should provide a list of or direct the Proposal Review Team
to where they can locate a list of the Respondent's dealers, resellers, or subcontractors who will be authorized to sell
through the contract in the event the Respondent received a contract award.
3. Costs Incurred
Costs incurred in the preparation of this RFP are to be borne by the Respondents. Both CCOG & Equalis Group will not
contribute in any way to the costs of the preparation.
4. Trade Secret Prohibition, Public Information Disclaimers
CCOG will consider all proposals voluntarily submitted in response to this RFP to be free of trade secrets and such
proposals will, in their entirety, be made a part of the public record in compliance with O.R.C. Chanter 125.01, et seq.
However, if a proposal is submitted in response to this RFP, and the proposal contains trade secret information as defined
in O.R.C. Chapter 1333.61, then such trade secret information must be clearly and conspicuously marked and/or
identified as "Trade Secret Information" at the time that such proposal is submitted. If such trade secret information
is so marked and/or identified, then, in accordance with O.R.C. Chanter 149.43, CCOG shall designate such information
as trade secret information and shall maintain and keep such trade secret information. A general indication that the
entire contents, or a major portion, of the proposal is proprietary will not be honored.
All proposals and any other documents submitted in response to this RFP will become the property of CCOG. This RFP
and proposals submitted in response to the RFP, except for such portions, sections, or parts of a proposal that are
clearly and conspicuously marked and/or identified as Trade Secret Information, are deemed to be public records
pursuant to O.R.C. Chapter 149.43. For purposes of this section, "Proposal" will mean both the i) Technical
Proposal, and ii) Cost Proposal (if opened by CCOG), all forms submitted by Respondent, and any attachments,
addenda, appendices, or sample products.
Any proposal submitted in response to this or any CCOG RFP that fails to clearly and conspicuously mark and/or identify
trade secret information at the time that such proposal is submitted to CCOG for consideration shall be deemed and
considered by CCOG to not contain trade secret information and such proposals shall be deemed to be public records in
their entirety in accordance with this section and O.R.C. Chapter 149.43.
S. Master Agreement
CCOG and Equalis Group will enter into a Master Agreement with the Winning Supplier. This Master Agreement defines
a) the terms of the relationship between CCOG, Equalis Group, and the Winning Supplier, and b) the terms, conditions,
and pricing of products and services and related capabilities offered to Members. The products and services made
available in this contract are defined by the contents of the Winning Supplier's Cost Proposal submission ("Products &
Services").
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Any contract with a Winning Supplier resulting from the issuance of this RFP is subject to the terms and conditions as
provided in this RFP and Master Agreement as amended by the mutual agreement of CCOG, Equalis Group, and the
Winning Supplier.
Many of the terms and conditions contained in the Master Agreement template are required by state and federal law;
however, Respondents may propose changes to the Master Agreement by communicating any exceptions or deviations
in the General Terms and Conditions Acceptance Form provided in Section Two of this RFP. Any proposed changes
are subject to CCOG and Equalis Group review and approval. Any exceptions or deviations not disclosed in the General
Terms and Conditions Acceptance form will not be considered by CCOG after Notice of Intent to Contract has been issued.
6. Formation of Master Agreement
A response to this solicitation is an offer to establish a Master Agreement with CCOG and Equalis Group based upon the
terms, conditions, scope of work, requirements, and specifications contained in this request. A contract is formed when
an award is made and CCOG's Board President and Equalis Group's designee signs the Master Agreement Signature
Form provided in Section Two of this RFP. The Respondent must submit a signed Master Agreement Signature
Form with the response, thus eliminating the need for a formal signing process.
7. Administration Agreement
Equalis Group and the Winning Supplier will enter into a separate Administration Agreement, which defines i) the roles
and responsibilities of both parties relating to marketing and selling the Program to current and prospective Members,
tionalAgreement template, which is included as Attachment A — Administration Agreement and complete Egualis
Group Administration Agreement Declaration Form in Section Two.
S. Ethical & Conflict of Interest
8.1. No Respondent or individual, company, or organization seeking a CCOG contract award will promise or give
to any CCOG or Equalis Group employee anything of value that is of such character as to manifest a
substantial and improper influence upon the employee with respect to his or her duties;
8.2. No Respondent or individual, company, or organization seeking a contract will solicit any CCOG or Equalis
Group employee to violate any of the conduct requirements for employees;
8.3. When acting on behalf of CCOG and Equalis Group, Winning Supplier will refrain from activities which could
result in violations of ethics and/or conflicts of interest. Any Winning Supplier who violates the requirements
and prohibitions defined herein or in O.R.C. Chapter 102.04 is subject to termination of the Master
FadAgreement or refusal by CCOG and Equalis Group to enter into the Master Agreement; and
8.4. CCOG and Equalis Group employees who violate O.R.C. Chapters 102.03, 102.04, 2921.42, or 2921.43
may be prosecuted for criminal violations.
9. Waiver of Minor Proposal Errors
CCOG may, at its sole discretion, waive minor errors or omissions in a Respondent's proposals when those errors do not
unreasonably obscure the meaning of the content, or the competitive nature of the proposal submitted in response to
this RFP.
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Section One, Part C — Bid Submission, Format, Evaluation, and Award
1. Proposal Submission
All Respondents must complete and submit a proposal consisting of all required forms and attachments referenced or
provided in Section Two of the RFP. A Respondent may submit only one proposal. If related, affiliated, or subsidiary
entities elect to submit separate proposals, rather than a single parent -entity proposal, each such proposal must be
prepared and submitted independently. CCOG requires proposals to be submitted electronically via Bonfire no later than
the deadline for proposal submission provided in the Anticipated Procurement Timetable. Proposals must be prepared
and submitted in accordance with instructions found in this Section One, Part C. Fax, email, mail or any other form of
submissions will not be accepted.
All proposals will be valid for a period of ninety (90) days from the date the proposals are received by CCOG.
In addition to the requirements outlined above, any proposal submitted by a Respondent excluded from contracting with
CCOG by Ohio Revised Code (O.R.C.) 5 9.24 as the result of an unresolved finding for recovery will be deemed
unresponsive.
2. Supplemental Submission Documents
Any other supplemental information thought to be relevant to a Respondent's proposal but not explicitly requested by
CCOG including, but not limited to, product literature, technical specifications, and financial information must be
submitted with your proposal under the section titled "Supplemental Information" in the Bonfire proposal submission
process. CCOG reserves the right not to review submitted appendices which include information/materials not required
in the RFP.
3. Proposal Amendment & Withdrawal
A proposal may be amended or withdrawn up to the time the proposals are due through the Bonfire procurement
application, as provided in the Anticipated Procurement Timetable.
Any Respondent seeking to withdraw its proposal from consideration after the proposal due date must submit such
request in writing directly to CCOG at ProcurementCa)EqualisGroup.org.
4. Estimated Spend & Available Funds
CCOG and Equalis Group anticipate a substantial number of current and future Members will enter into contracts resulting
from this solicitation; however, CCOG and Equalis Group makes no guarantee or commitment of any kind concerning
quantities or usage of contracts resulting from this solicitation nor assert any public funds have been allocated to
purchase the products and services that will be available through this Program.
The total annual volume of business generated by Equalis Group Members ("Spend") for this contract category is
estimated to be over fifty million dollars ($50,000,000.00) annually by year three (3) of the contract. The volume of
Spend generated by each Awarded Supplier may vary based on their geographic reach and capabilities. This information
is provided solely as an aid to Respondents preparing proposals only and performance will be determined by other
factors such as Awarded Supplier's competitiveness and overall performance and support of the contract. The Awarded
Supplier(s) discount and pricing schedule shall apply regardless of the volume of business under the contract.
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S. Cost Proposal & Pricing
5.1. Cost Proposal Requirements
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A template for Proposal Form 2: Cost Proposal has been included as Attachment B — Cost Proposal and must
be used as the base document Respondents use to submit their Cost Proposal. Respondents are permitted to revise
any part of the Excel Workbook to accurately reflect column titles, details, discounts, pricing categories of products,
services, and solutions being offered to Equalis Group Members.
All Respondents must complete and submit Proposal Form 2: Cost Proposal using the pricing methodology that
best reflects the way pricing will be determined when providing solutions included within the scope of the
Respondent's Proposal. The Cost Proposal will be used to define the Products & Services Respondents are offering
Equalis Group Members through the Winning Supplier's Master Agreement. Winning Supplier's contract pricing
shall remain firm for 120 days after the award of a contract.
5.2. Additional Pricing Information
Below are details which should be taken into consideration when Respondents are developing their Cost Proposal:
a. Auditable Pricing. It is the responsibility of the Respondent to provide a Cost Proposal that includes
pricing based on a verifiable pricing methodology for all Products & Services to be considered part of the
final Master Agreement offered to the Members.
b. Value to the Members. CCOG requests that Respondents offer Products & Services at lower prices and
with better value than what they would ordinarily offer to a single government agency, educational
institution, or regional cooperative.
c. Not to Exceed Pricing. CCOG requests that pricing be submitted as not to exceed. Respondent may
adjust pricing lower if needed but cannot exceed the pricing submitted.
d. Indefinite Quantity. This RFP requests pricing for an indefinite quantity of products or related services.
e. Total Acquisition Cost. The pricing included in your Cost Proposal must be clearly understood, complete,
and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and
services delivered and operational for its intended purpose in the Member's location).
f. Prevailing Wage. The awarded vendor and any of its subcontractors agree to comply with all laws
regarding prevailing wage rates applicable to constructions of public work, and any related federal
requirements, including the Davis -Bacon Act, applicable to this RFP and Equalis Group Members. The
Equalis Group Member will notify the Awarded Supplier of the applicable prevailing wage rates and must
apply any local wage rates requested.
g. Administrative Fee. Pricing provided shall include the administrative fee paid to Equalis Group. The
Administrative Fee shall not be printed as a line item or separate charge on any quotation, invoice, or
any other such documentation provided by the contractor to Program Participants.
h. Relevant Information. All line items included in your Cost Proposal should be described by, but not
limited to, characteristics such as manufacture name, stock or part number, size, or functionality.
1. Discounts. Discounts shall be clearly defined. Pricing with multiple discounts levels based on quantity,
sales volume, or any other factor is allowable and must be based on a fixed or defined price or sales
range or configuration of Products & Services. Discounts are firm for the entire period of the Contract,
and no discount reductions will be allowed at any time.
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j. Miscellaneous Material. For labor -based pricing, as described in 5.3. Common Pricing Methodologies,
all items not equipment or labor shall be considered miscellaneous material which will have a maximum
margin applied to the cost of the miscellaneous material.
k. Cost Plus a Percentage or Cost -Plus Pricing. Cost -Plus Pricing is not acceptable as the primary pricing
methodology for the solutions provided in your Cost Proposal. Cost Plus Pricing can be defined as adding
a markup to the cost of goods or services to arrive at a selling price. Using this pricing methodology is
not accepted by Members using Federal Grant Funds to purchase the products or services offered by the
Winning Supplier.
5.3. Common Pricing Methodologies
Examples of commonly used pricing methodologies include, but are not limited to:
a. Line -Item Pricing. Products & Services are priced individually. For each line -item entry, Respondents
must provide the standard "quantity of one" price currently available to government and educational
customers ("List Price") as well as the price which will be offered to the Members ("Contract Price"). If
applicable, Respondent will provide the associated discount in their pricing model where the Contract
Price is calculated by applying the applicable discount to the List Price.
b. Percentage Discount Off List Price by Catalog or Category. Products, services, and/or solutions associated
with a defined catalog or category are given a specific and uniform percentage discount based on a
published List Price ("Catalog Discount" or "Category Discount"). Individualized percentage discounts
can be applied to any number of defined product groupings. The types of products, parts, and services
using the Catalog or Category Discount methodology must be clearly identified and defined. Respondents
who submit a Cost Proposal utilizing a Catalog Discount or Category Discount will provide a copy of, or
access through a public website, to the price list from which all products or services included in the Cost
Proposal will receive a discount.
5.4. Other Pricing Scenarios
a. Open Market Items or Sourced Goods. If a project subject to the Master Agreement requires goods
and services that are not covered in the RFP's scope or if a required product or service is be custom
designed, manufactured, or sourced to meet an individual project site's conditions and/or provided
for a unique application or project ("Open Market Items" or "Sourced Goods"), the Respondent
should submit with their Cost Proposal an alternative costing method to transparently determine the
amount a Member will pay for the Sourced Goods.
Examples of an alternative cost methods includes, but is not limited to:
Three Quotes/Proposals. Obtain three (3) written cost proposals from providers and use the
most advantageous cost proposal.
Cost Plus a Mark Up. Respondents may provide a not -to -exceed mark up on the products and
services to cover project management, administrative, or other miscellaneous fees.
Cost Plus a Fixed Flat Fee. Respondents may provide a fixed flat fee on products and services.
Respondents must define if that the flat fee is applied on a per unit, per transaction, or some
unit of measure.
b. Additional Discounts and Savings. A Respondent may disclose the volume requirements and
subsequent discounts extended to Members who purchase larger than normal volumes. All other
rebate programs or incentives should be described and quantified as a part of your Cost Proposal.
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5.5. All Products & Services Must Be Priced
All products and additional services including, but not limit to installation, delivery, tech support, training, and
other services must be priced. Any product or service provided free of charge should be listed in order to be
included on any resulting contract award.
6. Evaluation Process
6.1. Evaluation Caveats
a. Proposal Rejection. The Proposal Review Team reserves the right to reject any and all proposals, in
whole or in part, received in response to this RFP. All proposals will be reviewed for responsiveness to
the material requirements of the solicitation. Proposals that are materially non -responsive will be
rejected and CCOG will provide notice of rejection to the Respondent.
b. Negligence. Negligence on the part of Respondent in preparing its proposal submitted in response to
this RFP confers no right of modification or withdrawal of Respondent's proposal after the proposal due
date.
c. Competitive Range. It may be necessary to establish a competitive range. Factors from the evaluation
criteria will be used to make this determination. Responses not in the competitive range are unacceptable
and do not receive further award consideration.
d. Past Performance. A Respondent's performance and actions under previously awarded contracts to
schools, local, state, or federal agencies are relevant in determining whether or not the Respondent is
likely to provide quality Products & Services to our Members; including the administrative aspects of
performance; the vendor's history of reasonable and cooperative behavior and commitment to customer
satisfaction; and generally, the Respondent's businesslike concern for the interests of the customer.
6.2. Evaluation and Scoring of Proposals
The Proposal Review Team will evaluate based on Respondent's proposal submission. Proposal scoring will be
weighted as described in this section. Respondents should not assume that the Proposal Review Team is familiar
with current or past work activities of any Respondent.
In scoring the proposals, the PRT will score in two (2) parts:
a. Part One — Technical Proposal Scoring Criteria:
The PRT will score Technical Proposals by assessing a Respondent's response to the questions presented
in Proposal Form One: Technical Proposal. The PRT will read, review, discuss, and reach consensus
on the final technical score for each Technical Proposal.
A maximum of 65 points will be awarded for the Technical Proposal and points will be distributed
according to the schedule below.
9 Respondent Overview & Qualifications
r Twenty (20) total points allocated to: o
Financial Strength & Legal Consideration o
Industry Qualifications & Experience o Public
Sector Experience
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o Customer References & Past Performance
+Products, Services, Capabilities
• Thirty (30) total points allocated to:
o Product Offering &
Differentiators o Service
Capabilities o Value Add
o Customer Support & Warranty
o Distribution Capabilities; Geographic Reach & Availability
• Go to Market Strategy
e Fifteen (15) total points allocated to:
o Public Sector Strategy o Organizational Support
o Contract Implementation & Expectations
b. Part Two — Cost Proposal Scoring Criteria
In order to be considered for an award, and for the PRT team to review the Cost Proposal, A Technical
Proposal must achieve a total of at least 45 points (a score which represents that Respondent can
successfully perform the resulting contractual duties) out of the possible 65 points to qualify for
continued consideration. Any Respondent's whose Technical Proposal does not meet the minimum
required point threshold the associated sealed Cost Proposal will neither be opened nor considered for
scoring.
Once the Technical Proposal has achieved a score of 45 points or greater, the PRT will review Cost
Proposals to determine the overall financial value. The PRT will take into account the Respondent's
responses to the questions provided, pricing for Products & Services, and any costs or charges associated
with service and support, reporting, and additional services proposed.
CCOG may, at its sole discretion, select specific data from Respondent's Cost Proposal to evaluate. CCOG
also reserves the right to request additional pricing scenarios for the purpose of providing market basket
pricing or project -based pricing to compare Respondents' Cost Proposals more accurately.
A maximum of 35 points will be awarded for the Cost Proposal and points will be distributed according
to the schedule below.
Pricing of Products & Service
Thirty-five (35) total points allocated to:
o Value to Members
o Pricing for all available Products & Services
o Ability for Members to verify that they received contract pricing o
Other factors relevant to this section as submitted by the Respondent
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7. Clarification & Negotiation
7.1. Proposal Clarification
Respondents identified as finalists may be requested to participate in a proposal clarification discussion as part of
the evaluation process, if deemed necessary. The PRT reserves the right to select Respondents within the
competitive range for discussion and may not seek clarification from all Respondents. Any Respondents
interviewed will bear all their costs of any scheduled interview.
7.2. Negotiation
CCOG, in its sole discretion, may request all Respondents in the competitive range to submit a Best and Final
Offer. Respondents must submit their Best and Final Offers in writing. If a Respondent does not respond to the
request for a Best and Final Offer, that Respondents most recent offer will be considered to be its Best and Final
Offer. If negotiations take places it may result in alterations in prices and other benefits being made after the
proposals are opened
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8. Final Scoring
The total of each Respondent's Technical Proposal and Cost Proposal will be added together to calculate the final points
awarded to each Respondent.
9. Proposal Review Team Recommendation
The PRT will recommend to CCOG the Respondent or Respondents deemed to be responsible and whose proposals are
most advantageous to Members, taking into consideration factors such as price and the evaluation of criteria in the
Technical Proposal.
10. Contract Award.
10.1. Award Criteria
CCOG will award the contract to the responsive and responsible Respondent(s) whose proposal is most
advantageous with price and other factors described in Section 6.2 — Evaluation and Scoring of Proposals
taken into consideration. The decision to award multiple contracts, award only one contract, or to make no awards
rests solely with CCOG.
10.2. Award Caveats
Depending upon nature of the proposals is response to this RFP, PRT may need to organize responses into
subcategories based different factors including, but not limited to, geographic reach, products, or services to
provide the broadest coverage of the products and services requested in the scope of this RFP. Awards may be
based on a subcategory.
CCOG is under no obligation to issue a contract as a result of this solicitation if, in the opinion of CCOG and the
PRT, none of the proposals are sufficiently responsive to the objectives and needs of Members, CCOG, or Equalis
Group.
CCOG reserves the right to not select any Respondent should CCOG decide not to proceed for any reason.
11. Protests
11.1. Protest of RFP
A protest may be filed alleging improprieties in the issuance of the RFP or any other event preceding the deadline
for proposal submission. The protest must be sent via email to Procurement(a)EqualisGroup.org and prior to the
proposal due date.
11.2. Contract Award Protests
Any person or organization objecting to the award of a contract may file a protest of contract award and must be
submitted no later than 12:00 PM Eastern of the eighth (8th) calendar day after the public announcement of
contract award made through Bonfire. The Respondent(s) who would have been awarded the contract will be
notified of the receipt of the protest.
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11.3. Required information For Protest Submission
Whether for a protest of the RFP or contract award(s) the protest must be filed in writing and must contain the
following information;
a. The name, address, and telephone number of the protestor;
b. The name and number of the RFP being protested;
c. A detailed statement of the legal and factual grounds for the protest, including copies of any relevant
documents;
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d. A request for a ruling by CCOG;
e. A statement as to the form of relief requested from CCOG; and
f. Any other information the protestor believes to be essential to the determination of the factual and legal
questions at issue in the written protest.
CCOG will issue written decisions on all timely protests and will notify any protestor who filed an untimely protest
as to whether or not the protest will be considered.
11.4. Protest Caveats
An untimely protest may be considered by CCOG if CCOG, in its sole discretion, determines that the protest
raises issues significant to CCOG's procurement methodology. An untimely protest is one received by CCOG after
the time periods set forth in this section.
11.5. Protest Submission
All protests must be filed at, Cooperative Council of Governments, Attn: Procurement, 6001 Cochran Road, Suite
333, Cleveland, Ohio 44139.
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CC()Cj
Cooperative
Council of
Governments
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c equalis
GROUP
REQUEST FOR PROPOSALS:
Medical, Surgical, Laboratory, and Pharmaceutical Supplies,
Equipment, Services and Related Solutions
COG-2167
ISSUED BY:
The Cooperative Council of Governments On
Behalf of Equalis Group
6001 Cochran Road, Suite 333
Cleveland, Ohio 44139
DATED:
August 1, 2025
SECTION TWO:
Proposal Submission Documents, Technical Proposal, Cost Proposal
and Other Required Forms
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TABLE OF CONTENTS
PROPOSAL FORM CHECKLIST................................................................................................................................................................3
PROPOSAL FORM 1: TECHNICAL PROPOSAL..................................................................................................................................3
PROPOSALFORM 2: COST PROPOSAL...............................................................................................................................................14
PROPOSAL FORM 3: DIVERSITY VENDOR CERTIFICATION PARTICIPATION..............................................................15
PROPOSAL FORM 4: CERTIFICATIONS AND LICENSES............................................................................................................16
PROPOSAL FORM 5: UNRESOLVED FINDINGS FOR RECOVERY..
17
PROPOSAL FORM 6: MANDATORY DISCLOSURES......................................................................................................................18
PROPOSAL FORM 7: DEALER, RESELLER, AND DISTRIBUTOR AUTHORIZATION.....................................................19
PROPOSAL FORM 8: MANDATORY SUPPLIER & PROPOSAL CERTIFICATIONS............................................................19
PROPOSAL FORM 9: CLEAN AIR ACT & CLEAN WATER ACT.................................................................................................21
PROPOSAL FORM 10: DEBARMENT NOTICE.................................................................................................................................22
PROPOSAL FORM 11: LOBBYING CERTIFICATIONS..................................................................................................................23
PROPOSAL FORM 12: CONTRACTOR CERTIFICATION REQUIREMENTS........................................................................23
PROPOSAL FORM 13: BOYCOTT CERTIFICATION.......................................................................................................................24
PROPOSAL FORM 14: FEDERAL FUNDS CERTIFICATION FORMS.......................................................................................26
PROPOSAL FORM 15: FEMA FUNDING REQUIREMENTS CERTIFICATION FORMS....................................................33
PROPOSAL FORM 16: ARIZONA CONTRACTOR REQUIREMENTS.......................................................................................37
PROPOSAL FORM 17: NEW JERSEY REQUIREMENTS................................................................................................................39
PROPOSAL FORM 18: GENERAL TERMS AND CONDITIONS ACCEPTANCE FORM....................................................52
PROPOSAL FORM 19: EQUALIS GROUP ADMINISTRATION AGREEMENT DECLARATION ...........................
49.......................................................................................................................................................................................................................56
PROPOSAL FORM 20: MASTER AGREEMENT SIGNATURE FORM........................................................................................57
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PROPOSAL FORM CHECKLIST
The following documents must be submitted with the Proposal
The below documents can be found in Section 2; Proposal Submission and Required Forms and must be submitted
with the proposal. Please note Proposal Form 2 is a separate attachment (attachment B).
TECHNICAL PROPOSAL
❑ Proposal Form 1: Technical Proposal
PROPOSAL PRICING: Attachment B is provided separately in a Microsoft Excel file and is required to
complete your cost proposal.
❑ Proposal Form 2: Cost Proposal
u OTHER REQUIRED PROPOSAL FORMS:
❑ Proposal Form 3: Diversity Vendor Certification Participation
❑ Proposal Form 4: Certifications and Licenses
❑ Proposal Form 5: Unresolved Findings for Recovery
❑ Proposal Form 6: Mandatory Disclosures
❑ Proposal Form 7: Dealer, Reseller, and Distributor Authorization
❑ Proposal Form 8: Mandatory Supplier & Proposal Certifications
Proposal From 9: Clean Air Act & Clean Water Act
Proposal From 10: Debarment Notice
Proposal Form 11: Lobbying Certification
Proposal Form 12: Contractor Certification Requirements
Proposal Form 13: Boycott Certification
Proposal Form 14 Federal Funds Certification Form
Proposal Form 15 FEMA Funding Requirements Certification Form
Proposal Form 16: Arizona Contractor Requirements
Proposal Form 17: New Jersey Requirements
Proposal Form 18: General Terms and Conditions Acceptance Form
Proposal Form 19: Equalis Group Administration Agreement Declaration
Proposal Form 20: Master Agreement Signature Form
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PROPOSAL FORM 1 : TECHNICAL PROPOSAL
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1.1. Company Information
1.1.1. Company Name:
McKesson Medical -Surgical Government Solutions LLC
1.1.2. Corporate Street Address:
9954 Mayland Dr, Suite 5176, Henrico, VA 23233-1484
1.1.3. Website:
https://mms.mckesson.com/content/government/
1.1.4. Formation. In what year was the company
McKesson Medical -Surgical Government Solutions LLC ("MMSGS")
formed? For how long has your company
provides the highest levels of service and product selection to
been operating under its present
thousands of customers from coast to coast. MMSGS' immediate
business name? If your company has
parent is McKesson Medical -Surgical Inc. and its ultimate parent is
changed its business name, include the
McKesson Corporation, a publicly traded Fortune 9 company.
most recent prior business name and the
year of the name change.
MMSGS supports its customer base with more than $600 million
worth of inventoried products, consisting of 250,000 SKUs, across
its national network. Through relationships with thousands o
suppliers, MMSGS is able to efficiently deliver a broad range o
medical -surgical products to its customers. From equipment t
table paper, the ability to cover a wide spectrum of items help
customers to focus on patients while MMSGS focuses on products.
MMSGS has been operating under it's current business name sinc
April 1, 2019. The most recent prior business name was Moor
Medical LLC.
1.1.5. Primary Point of Contact.
Name:
Michelle Fisher / Kim Zabriskie
Provide information about the
Respondent representative/contact
Title:
Proposal Manager / Sr. Proposal Specialist
Phone:
833-343-2700
person authorized to answer questions
regarding the proposal submitted by your
company:
E-Mail Address:
Government. Bids@mckesson.com
Name:
Craig Malozzi (sales lead & representative
authorized to address contractual issues) /
1.1.6. Authorized Representative. Print or type
Margaret Donnell (signature authority)
the name of the Respondent
Title:
Director of Customer Programs / SVP, Enterprise
representative authorized to address
contractual issues, including the authority
Sales
to execute a contract on behalf of
Phone:
804-873-4796 / 833-343-2700
Respondent, and to whom legal notices
regarding contract termination or breach,
should be sent (if not the same individual
as in 1.1.9., provide the following
E-Mail Address:
Craig.Malozzi@mckesson.com /
Margaret. Donnell@mckesson.com
information on each such representative
and specify their function).
1.2. Financial Strength & Legal Considerations
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1.2.1. Financial Strength. Demonstrate your
financial strength and stability with
meaningful data. This could include,
but is not limited to, such items as
financial statements, SEC filings, credit
& bond ratings, letters of credit, and
detailed refence letters.
Note: If the information disclosed in your
response is considered "Trade Secret" as
defined in Ohio Revised Code, Respondents
may mark the
information as a "Trade Secret" and the
response
MSGS is a wholly owned subsidiary of McKesson Corporation,
ne 9, publicly traded company listed on the New Yo
-xchange. MMSGS' immediate parent is a reportable segment)
vithin McKesson Corporation. As such, its financial health and
)erformance are consolidated within McKesson's public filings.
:omprehensive financial information, including audited
'inancial statements, quarterly earnings, and investor)
iisclosures, is readily available online through McKesson's
nvestor relations website. Due to the size and length of these
inancial statements, MMSGS provides the following link to
access such reports: https://investor.mckesson.com/reports.
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will be redacted from any future use of the RFP
response.
1.2.2. Bankruptcy & Insolvency. Describe any
There is no bankruptcy or insolvency to report.
bankruptcy or insolvency for your
organization (or its predecessors, if any)
or any principal of the firm in the last
three (3) years.
1.2.3. Litigation. Describe any litigation in which
As MMSGS is part of McKesson Medical -Surgical, which is part of
your company has been involved in the
an enterprise that distributes a broad range of medical and
last three (3) years and the status of that
pharmaceutical products across the country, McKesson
litigation.
MedicalSurgical is subject to various lawsuits from time to time.
McKesson Medical-Surgical's ultimate parent, McKesson
Corporation, reports all material litigation and government actions
(including material actions taken against McKesson Medical -
Surgical) in its annual reports and SEC filings.
1.3. Industry Qualifications
1.3.1. Company Identification. How is your
MMSGS is a wholesale distributor of medical -surgical products.
organization best identified? Is it a
manufacturer, distributor, dealer, reseller,
or service provider?
1.3.2. Manufacturer Authorization. If your
MMSGS is a distributor of medical products for many different
company is best described as a distributor,
lines of products. We are authorized to distribute all products
dealer, reseller, or similar entity please
outlined within our product offering
certify that your organization is authorized
to sell the products and services at the
price points disclosed in this proposal.
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1.3.3. Industry Experience. How long has your McKesson Corporation has been in the medical, surgical,
company provided the products and laboratory, pharmaceutical supplies & equipment distribution
services outlined in your response to this service industry for more than 180 years. Founded in 1833,
RFP? What percentage of your company's McKesson has been shaping the direction of healthcare for nearly
revenue in each of the last three (3) full two centuries. We are grounded in our values and guiding us is our
calendar years was generated from these
products and services? mission of improving healthcare in every setting —one product,
one partner, one patient at a time.
ks a subsidiary of McKesson Corporation, McKesson
VledicalSurgical is the distributor of choice for healthcare
iistribution. With our exceptional distribution network, advanced
nformation technology and customized business solutions,
VlcKesson MedicalSurgical works to provide healthcare providers
vith:
A trusted distributor, focused on your vision for a top -rate
upply chain
Patient -focused solutions, customized to meet the uniqu
eeds of your facilities financial, clinical, and operational goals
Exceptional distribution and logistics to help you improv
perational effectiveness and build a high -performing supply chai
Supply chain excellence and distribution management t
upport healthcare providers across all classes of trade
A single -source distributor supporting all classes of trad
wholesale medical supplies, including laboratory, equipment
ambulatory, post -acute care and pharmaceuticals.
100% of MMSGS's revenue in the previous three (3) full calenda
years was generated from the provision of medical, surgical
laboratory, pharmaceutical supplies & equipment and/or relate
products and services.
1.3.4. Socio-economically Disadvantaged Business
Yes
Engagement. Does bidder commit to take
No
all affirmative steps set forth in 2 CFR
200.321 to assure that minority
Not Applicable — MMSGS will not utilize subcontractors for an
businesses, women's business enterprises,
resulting contract.
labor surplus area firms are used when
possible.
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1.3.5. Certifications and Licenses. Provide a McKesson Medical -Surgical holds licenses and/or certifications that
detailed explanation outlining the licenses allow us to ship product across our geographic reach. MMSGS also
and certifications that are i) required to be carries various state/city/county business licenses and certificate
held, and ii) actually held by your
organization (including third parties and of good standing.
subcontractors that you use). Has your
company maintained these certifications All McKesson Medical -Surgical distribution centers are licensed a
on an ongoing basis? If not, when and why full -service wholesalers which allows them to buy, store, sell, an
did your company lose any referenced ship medical surgical products and pharmaceuticals. MMSGS is
certifications? virtual wholesaler and is licensed to buy and sell medical -surgical
products and pharmaceuticals.
McKesson Medical -Surgical and MMSGS hold upwards of 2,00(
licenses and certifications and can provide any required license!
and certifications upon request, if awarded.
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NOTE: Provide copies of any of the certificates or
licenses included in your response in Proposal Form 5
- Certifications and Licenses.
1.4. Public Sector Experience
1.4.1. Public Sector Cooperative Contracts.
Provide a list of the public sector
cooperative contracts (e.g., state term
contracts, public sector cooperatives, etc.)
you currently hold and the annual revenue
through those contracts in each of the last
three (3) calendar year. Please exclude
information and data associated with
Federal or GSA contracts
1.4.2. Education Success. What is the i) total
dollar amount, and ii) percentage of your
company's total annual revenue generated
by sales to educational institutions (i.e., K-
12 schools & school districts and high
education)?
Page
IMSGS distributes products through numerous local, state, and
�deral contracts or Group Purchasing Organizations secured via
ompetitive bidding. McKesson leads the market in non -acute
istribution across all care settings, serving over 200,000 primary
are practices, 6,000 surgery centers, 8,000 home care sites, and
5,000 long-term care facilities.
rrently, MMSGS manages a portfolio of approximately ■ ai
itracts. These awarded contracts span the full spectrum
feral, state, and local government sectors, including Public Se
operatives, State Term Contracts, and Group Purche
aanizations (GPOs). To showcase our outstanding track re
:h a customer base similar to Equalis members, we have inch
representative selection of our contract portfolio below.
le Secret Infarmation
FY25 educational market accounted for approximately
. of our total revenue.
Secret Information
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0
1.4.3. Government Success. What is the i) total dollar
amount, and ii) percentage of your
Our FY25 State, Local, and Educational Market accounted for
approximately and of total revenue.
company's total annual revenue
generated by sales to local governments (i.e.,
municipalities, counties, special districts, and
Trade Secret Information
state agencies)?
1.4.4. Customer References. Provide references
of at least five (5) local government or
Trade Secret Information — Please see the list below.
educational institution customers for which your
company has provided products and services
similar in nature and scope to those defined in
this RFP in the last three (3) years. Each
reference should include:
a. Customer contact person and their title,
telephone number, and email address; b.
A brief description of the products
and services provided by
your company;
c. Customer relationship starting and ending
dates; and,
d. Notes or other pertinent information
relating to the customer and/or the
products and services your company
provided.
II
2.1. PRODUCTS & SERVICES
2.1.1. Product Description(s). Provide a detailed JMMSGS is much more than a distributor. MMSGS takes the time
ption of the products you
offering as a part of your proposal.
Your response may include, but is not
imited to, information related b
differentiators, manufacturing capabilities
& advantages, warranty information, or
Page
understand the unique needs of each and every customer with a
curated portfolio of over 300,000 high quality products. Equalis
Members are afforded access to an extensive range c
medicalsurgical products. The product categories listed below ar
multi -
sourced from over 2,000 national brand suppliers, as well a
private
label suppliers, further illustrating the depth and scope of our
product portfolio. We also seek out new and innovative product
as
they come to market and help facilities identify which products
may
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any other piece of information that wouldwork best for their practice. Offering value, quality, and choice,
help understand the breadth and depth of IMMSGS takes the best possible care of its customers, so our
your products and service offering
IMPORTANT. This description along with the
products and services included in the
B — Cost Proposal will be utilized to define the
overall products and services available under a
resulting contract.
7
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customers can take the best possible care of their patients.
MMSGS Product Portfolio:
Rx
Infection Prevention
Nursing and Surgical Supplies
Equipment & Equip Disposables
Lab -Waived Lab
Lab -Ancillary Lab Products
Lab -Non -Waived Lab
Respiratory Products
Wound Care & Skin Care
Office and Facility Supplies
Patient Therapy/Personal Care
Flu
Incontinence
Nutrition and Feeding Supplies
Natural Wellness
Private Label Offering
McKesson Brands delivers a broad portfolio of ever expandinc
healthcare products, spanning our full product catalog. Witl
offerings sourced from over 300 suppliers and a growing cataloc
of
4,000 products, our private label provides outstanding variety to
meet the needs of every care setting.
Quality is central to every McKesson Brand product, backed by
rigorous sourcing and thorough quality assurance. Customers
benefit from dependable performance and certified manufacturing
standards, giving confidence to care providers and patients alike.
Value is at the heart of our private label program, delivering
costeffective alternatives without compromising safety or
effectiveness. McKesson Brands empowers organizations to
optimize budgets while maintaining high standards of patient care.
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In short, McKesson Brands stands for comprehensive variety,
trusted quality, dependable reliability, and proven value —helping
healthcare providers deliver exceptional care, every day.
pply Chain Management
Our broad and deep product portfolio helps us protect our
customers from supply chain challenges, manufacturing
backorders, and product recalls. Reliability is woven into our
streamlined supply chain and robust support infrastructure. Orders
are processed promptly, with real-time tracking that makes
procurement simple and transparent.
Our team includes supply chain professionals throughout the US,
Europe, and across Asia. Our deep relationship with the supplier
community means we have excellent visibility to new product
sources around the globe. We maintain excellent on -time
delivery through our partnerships with UPS, Fed Ex, and our own
Fleet of over 900 last mile delivery vans driving over 1.25 million
hours annually and delivering 62 million packages per year.
Global events, including geopolitical conflict and the ongoing
strains on supply chain continue to impact healthcare distribution.
We are committed to proving Equalis members with the highest
level of service, taking a proactive approach in managing today's
supply chain challenges to help mitigate potential risks and
disruptions to your business. MMSGS will minimize backorders
through the utilization of an inventory management system
designed to maintain inventory levels based on unit and order
demand. We maintain a strong business continuity program with
priorities that include:
• Conducting daily business continuity meetings to make
real-time time operational decisions to support our customers
• Implementing and operating demand forecasting systems
to help us calculate product lead times
• Diversifying our supply chain through strategic sourcing o
socially responsibly and geographically diverse suppliers to expand
options for our customers; including near -shore and domestic
sources
• Enhancing our data platforms and technology solutions
with automation tools to assist with predictive emergency ordering
and evaluation of product/supplier concentration and country o
origin • Collaborating with the Health Industry Distributors
Association ("HIDA") and our supplier network to source products,
maintain inventory levels and prioritize transportation of medical
containers
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2.1.2. Service Description(s). Provide a detailed McKesson Inventory Managers"' is a Web -based supply
description of the services you are offering management solution that will allow Equalis to build and
as a part of your proposal. consolidate requisitions for all vendors in one place, with multiple
options for creating purchase orders. Equalis can identify and
track supplies through the use of par/minimum-maximum levels
Your response may include, but is not while identifying supplies not being utilized to reduce expenses
limited to, differentiators, warranty and promote Product standardization. This proven barcode
technology can take physical inventory count at locations,
information, turnkey capabilities, generate orders and/or charge patients for supplies. Equalis will
installation or set , training services, save time and reduce manual processes, with extensive reporting
maintenance serviceess, or any other piece capabilities that help capture Equalis's real costs and better
th information that would help understand manage the business through cost management and inventory
the breadth and depth of your products control. Additional Fees may apply.
and service offering. y pp y.
McKesson Inventory Manager provides the following
IMPORTANT. This description along with the services:
products and services included in the Attachment Consolidate and place orders for multiple vendors
B — Cost Proposal will be utilized to define the
Standardize inventory (by vendor, Product, cost, quality
overall products and services available under a ' needs, etc...
resulting contract. •
Manage inventory across the office, Facility, or network
Purchase Products corporate or network wide
• Capture useable data to help make better, more informed
•
decisions
Reduce individual ordering preferences
Establish policies and procedures for purchasing supplies
Customers will benefit from the ability to:
Track and identify purchase trends and patterns related to
on -hand inventory, product usage, inventory valuation,
par levels, chargeable items
• View supply utilization overtime by individual, department,
provider and Facility
• Track, manage, and analyze purchase and inventory data
to help make more informed decisions
• Simplify and streamline workflow using bar-code
technology
' Build and consolidate requisitions for multiple vendors in
one system
Access dashboards to quickly and easily view important
inventory information.
McKesson ScanManager sm. McKesson ScanManager is an
inventory management system that puts the power to control
costs in the customer's hands. This bar-code technology helps
users to assemble orders and compile supply management
information. Orders originate in the storeroom, where users scan
bar codes to compile orders to be sent over the Internet. Equalis
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:an check orders online to determine Product availability and
;hipping status. Creating orders at the source helps organize both
;toreroom and ordering processes, reducing costs by reducing
nventory fluctuations that cause overstocks, understocks and
aging inventory. Management reports generated by the McKesson
;canManager system help Equalis analyze purchasing trends and
:ompile budget and forecasting information. This application may
>e subject to fees associated with installation and hardware.
K to Pay Service sM . The OK to Pay service within McKesson
ipplyManager allows Equalis to:
• Review invoices and mark as OK to Pay
• Check invoice status
• Run reports regarding open and closed invoices
• Allow acceptance and approval of invoices once Products
are received
• Set permissions and control who has authority to approve
invoices
• Export to Excel or import to Equalis's accounts receivable
program
Iletin Board Feature
IcKesson SupplyManager also has a new Bulletin Board feature,
,hich allows social media style messaging by authorized Equalis
mployees to help communicate specials, product changes or
rocess improvements.
Switch and Save sM
>ee, Switch and Save through McKesson SupplyManager provides
:qualis opportunities to save on all products purchased. During
he ordering process, look for the icon which directs the customer
o cost effective alternatives. This new feature puts savings in the
er's hands with each and every order.
ether Technologies — Electronic Interface
IMSGS is active in electronic data interchange ("EDI") and cXML
evelopment and implementation. In support of this, MMSGS has
n extensive array of electronic systems. These include a
Dmprehensive electronic order entry ("EOE") system, support of
lectronic funds transfer ("EFT") and implementation of EDI ASC
12 transaction sets. Punchout technology is available for EDI and
KML utilization.
oMedical Solutions
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-Kesson Biomedical Solutions offers comprehensive equipment
anagement solutions. Powered by OneTrack®, McKesson
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Biomedical Solutions is a full offering of equipment sales and
rental, equipment service and device management for infusion,
enteral and ventilator devices. With scalable solutions for
providers of any size, we help our customers increase patient
safety, enhance operational efficiency and improve compliance,
allowing providers to fully focus on patient care, instead of
managing device inventory or working capital.
Sales
Access to 70k+ pumps and ventilators from over 50 different
• models
Biomedical Equipment Specialists to provide guidance in
• meeting customer needs
+ Dedicated customer service team to answer key question
Clinical and product support
Rental
Easily submit rental orders, maintenance requests and keep
track of compliance using OneTrack
Equipment rental fleet to help minimize capital expenses
Access to 70k+ pumps and ventilators from over 50
different models with both short and long-term rental
options
Service
Preventative maintenance and repairs including warrant
repairs and recalls
ISO -certified biomedical service centers, spread across the
4 nation, staffed with teams of trained technicians
High quality assurance standards
Technology
a Count on our in-depth information and analytics to help
ensure your business remains compliant, while also
helping you take your business to the next level
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2.1.3. Value -Add or Additional Offering. In today's evolving healthcare and government procurement
Please include any additional products or landscape, the capacity to provide value-added solutions beyond
services your organization offers but is not core offerings is essential for meeting the diverse needs of
included in the scope of this solicitation participating agencies. Drawing upon the innovative approaches
and will enhance and add value to this and operational strengths highlighted in sections 5.1.2., 5.2.1.,
contract's participating agencies. 5.2.2., and 5.2.3., MMSGS introduces the supplementary products
and services that distinguish our organization. These
enhancements —ranging from advanced technology integrations
and tailored customer support to flexible distribution models and
continuous process improvement —are designed not only to
complement our primary services, but to empower agencies with
greater efficiency, cost savings, and adaptability. By strategically
leveraging our extensive resources and dedicated teams, we strive
to create lasting value and meaningful impact for every partner
within the scope of this contract.
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Government Sales Team. The MMSGS Sales Team is organized
by territory and specialty, focused on serving federal, state, local,
and educational D, tribal, and correctional healthcare entities. With
a mission to deliver compliant, cost-effective, and high -quality
medical -surgical solutions, the team is structured to support every
stage of the government procurement lifecycle, from solicitation to
fulfillment. Every segment has specialized support for equipment,
flu, vaccine, and Rx categories, ensuring tailored expertise for
complex government needs.
Dedicated Government Customer Service. This highly skilled
customer service group is available via phone, fax, or email and is
dedicated to serving the needs of MMSGS' customers. They are
available to handle all order fulfillment needs, such as helping to
locate products, placing orders, and providing order status
information.
Business Reviews. Through the Business Review process, MMSGS
seeks a clear understanding of the customer's issues and priority
levels. A follow-up plan is established to help the customer achieve
the objectives set during the Business Review. The desired outcome
is for MMSGS to have a clear understanding of the direction of the
customer so that it can assist the customer in achieving their stated
goals and mission.
Distribution Solutions. With a nationwide network of distribution
centers strategically located to provide optimal service to
customers in the continental United States, MMSGS offers fast,
reliable delivery solutions up to five days per week, Monday through
Friday, in low unit of measure and bulk for standard products.
MMSGS's delivery system makes use of company -operated
vehicles, common carrier agreements and overnight express
shipments to provide a totally responsive delivery capability. This
schedule means customers are able to requisition and receive
products when they need them, staying within their supply budget
while keeping vital products in stock.
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L1.4.0pen Market Products. Provide a detailed MMSGS will make commercially reasonable efforts to source Opel
description of your ability to Market Products as needed; sourcing and delivery timelines fo
accommodate requests for Open Market Open Market Products may be extended.
Products. Open Market Products is a category of
)roducts that cannot be found in your standard
log offering or non -
inventory products.
NOTE: For a definition of Open Market Item
please refer to Part One, Section 5.4 — Other
Pricing Scenarios.
2.1.5. Warranty. Provide a copy of the
manufacturer's warranty. If required,
please attach the warranty as an
attachment, as instructed in this
document. Describe notable features
and/or characteristics of the warranty that
a public sector customer would find
interesting or appealing. Pricing related to
the any extended warranty options must
be included in Attachment B — Cost
Proposal.
3.1.1. Logistics
National Brands Warranty
MMSGS is not the manufacturer of goods and any available
warranty will be offered through the manufacturer. MMSGS may
assist Equalis Members with obtaining available warranty
documentation from the manufacturer of products.
McKesson Brands Warranty
Seller represents and warrants to Customer that McKesson Bran(
Products shall be free from defects in material and workmanshil
for a period of ninety (90) calendar days from the date of shipment
Seller's obligation under this warranty is limited to the repair o
replacement of, or refund for, the affected product, at Seller'!
option.
This warranty will not apply if Customer: (1) misuses the McKessoi
Brand Products; or (2) alters or modifies the McKesson Bran(
Product in any way; or (3) resells the McKesson Brand Product o
does not otherwise use or administer the McKesson Bram
Products.
3.1.2. Geographic Reach. Describe your Our nationwide network of distribution centers consists of 17
company's current service area in the facilities which are strategically located to provide optimal service
United States and which areas you intend to customers across the United States and U.S. Territories. MMSGS
to offer services under a resulting contract loffers fast, reliable delivery solutions up to five days per week, with
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if awarded.
M.
next -day delivery to 95% of U.S. locations with 99.95% o
accuracy across North America.
MMSGS intends to offer services to all 50 States, the District of
Columbia and U.S. Territories under a resulting contract if awarded
Distribution Center Locations:
Seattle, WA
Rosevillle, CA
Los Angeles, CA
Perris, CA
Phoenix, AZ
Denver, CO
Kansas City, MO
Dallas, TX
Houston, TX
Chicago, IL
Atlanta, GA
Savannah, GA
Colombus, OH
Orlando, FL
Winchester, VA
Lehigh Valley, PA
Boston, MA
3.1.3. Authorized Distributors, Agents,
At this time, MMSGS will serve as the single point of sale. MMSGS
Dealers, or Resellers. Describe the
if awarded, and as opportunities arise, may work with Equalis t
different channels in which this contract
permit authorized distributors, dealers, or resellers.
will be made available to Equalis Group
Members. Your response should include,
but is not limited to, whether your
organization will serve as the single point
of sale or if the contract will be made
available through a network of
distributors, agents, dealers, or resellers.
NOTE: Respondents intending to authorize
distributors, agents, dealers, or resellers must
complete Proposal Form 7 - Dealer,
Distributor
and Reseller Authorization Form.
01
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3.1.4. Locations; Distribution & Shippin
Capabilities. Describe how supplier
proposes to distribute th
products/services in Respondent's define
geographic reach.
Your response may include, but is not
limited to, information related to the
number of store or showroom locations,
distribution facilities, supply chain
partners, fill rates, on -time delivery rates,
and your ability to accommodate
expedited orders.
3.2. Customer Service
/ith nationwide distribution coverage from our network of 1'
istribution centers strategically located to provide optimal service
customers in the continental United States, MMSGS offers fast
aliable delivery solutions up to five days per week, Monda,,
trough Friday, in low unit of measure and bulk for standan
roducts. MMSGS's delivery system makes use of company
perated vehicles, common carrier agreements, and overnigh
xpress shipments to provide a totally responsive deliver,
apability. This schedule means customers are able to requisitioi
nd receive Products when they need them, staying within thei
upply budget while keeping vital products in stock.
Ne offer reliable distribution that you can count on. Our extensive
iistribution network means we offer next -day delivery to 95% o
JS locations, with a track record of 99.95% order accuracy anc
F98% fil rate. Our private delivery fleet, ability to sequester
nventory, and 4month stocking cycle allow us to offer higher level!
>f choice and flexibility to meet your needs. We believe in the
ransparency and value you get, focusing on optimizing your tota
:ost of ownership, while leveraging value -based partnerships t(
;cafe operations, enhance efficiencies, and drive sustainable
savings for your membership.
efits to Members:
50,000+ deliveries a day with 99.95% order accuracy.
One -day ground delivery to 95% of the US population
siding within the continental United States and 100% within
vo days.
98% Fill Rate.
Private fleet of 900+ delivery professionals.
Emergency order processing requests are accommodated
henever possible.
Expedited delivery available with additional freight
urges based on factors such as number of boxes, weight, and
lip -to location.
VIMSGS will work with facilities to accommodate emergency orde
)rocessing requests whenever possible. Order size and time of da)
he request is received are factors used in determining if the
-equest can be shipped after the standard cut-off time. Expeditec
ielivery is possible; however, additional freight charges will be
ncurred. The actual price of expedited service is based on severs
actors such as the number of boxes, weight, and ship -to location
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9
3.2.1. Customer Service Department. Describe
your company's customer
service department & operations.
Your description may include, but is not
limited to, hours of operation, number
and location of service centers, parts
outlets,
Participating Entities receive a toll -free phone number that routes
calls to the next available government customer service
representative. Additional contact methods include a toll -free fax
number and email. The customer service team supports
government customers in order fulfillment, such as:
• Assisting with product location
number of customer service • Providing order status updates representatives. Clarify if the service
• Placing orders
centers are owned by your company of if
they are a network of subcontractors. Government customer service for Equalis members operates from 8:00
a.m. to 8:00 p.m. EST, providing back -end support for contracts,
operations, logistics, and product needs. Customer service
representatives are available via email and phone during these
hours, with an estimated response time of thirty seconds for phone
calls and eight business hours for emails.
MMSGS also employs a team for contract support, including a
Contract Manager, Contract Support Representatives, and reporting
and compliance specialists who are knowledgeable about Equalis
requirements. These teams manage escalations from the customer
service and teams, work with suppliers on contract pricing matters,
and handle member inquiries and rostering.
3.3. Customer Set Up; Order & Invoice Processing; Payment
3.3.1. Proposal Development, Order, and Invoice MMSGS is committed to providing a streamlined and flexible Process.
Describe your company's experience throughout the proposal development, order, and proposal development,
order, and invoice invoice process. Our proposal development process is tailored to process. client needs,
providing clarity, transparency, and responsiveness
at every stage.
For order placement, MMSGS offers multiple methods to
accommodate customer preferences, including our robust online
platform, SupplyManagersm, as well as toll -free phone, fax, and
email options. Orders are only processed and shipped once a formal
order request is received from the customer. A Purchase Order (PO)
number, when provided, is applied during order entry and appears
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on both the packing list and invoice for accurate tracking an
reference.
Customers using SupplyManagersm have access to real-time orde
status, including product availability, backorder details, limiter
stock notifications, and information on alternate distributior
centers if applicable. In the event of a backorder, the system wil
prompt the customer to either select a recommended substitutf
product or maintain the item on backorder. Our Governmen
Customer Service team is always available to assist with orde
placement or status inquiries, ensuring timely and effectiv(
support. All orders received— regardless of method —are processes
promptly, although specific turnaround times may vary. I
additional details reaardino our order orocessino methods are
eeded, we are happy to provide comprehensive information u
quest.
o further enhance transparency and meet the specifi
-equirements of our diverse customer base, MMSGS provides
-ange of flexible invoice options. Customers may select fron
electronic invoices, paper invoices sent by mail, or payment vii
:redit card during account setup. For organizations seekini
ietailed financial oversight, our summary billing option deliver
nvoice totals with the ability to break down charges by categorie
;uch as medsurg, dietary supplements, or incontinence. Thi
.ustomizable approach ensures that organizations can efficientl,
rack expenditures, maintain accurate records, and tailor thei
pilling experience to their operational needs. MMSGS'
:ommitment to streamlined invoicing processes makes managini.
)ayments and financial reporting straightforward, reliable, ani
adaptable for organizations of all sizes.
3.3.2. Financing. Does your company offer any IFinancing services are not currently available.
financing services? If yes, describe the
financing options available to Members.
3.4. Sustainability, Reclamation, and Recycling
Initiatives
3.4.1. Sustainable Company Initiatives. IMcKesson is deeply committed to its mission of Advancing Healt'
Describe the ways in which your company Outcomes for AV, with environmental sustainability integrated
is
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addressing the issue of sustainability. into every aspect of our operations.
In FY25, we made significant progress in reducing greenhouse gas
(GHG) emissions across our value chain. Our efforts are aligned
with the Science Based Targets Initiative (SBTi), including a goal
to reduce direct emissions (Scope 1 and 2) by 50.4% by FY32 and
to ensure that 70% of our suppliers have SBTi-approved targets
by FY27. We also collaborate with organizations like the National
Academy of
Medicine and the American H spital Association to advance
industry -wide climate goals.
To support these objectives, we established an Environment Impact
Council and launched targeted initiatives across real estate,
procurement, operations, and fleet management. Our Green
Building Standards (GBS) framework, inspired by WELL and
LEED benchmarks, guides sustainable practices across our
facilities. In
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FY25, nine sites achieved GBS certification, promoting energy
efficiency, occupant wellness, and reduced environmental impact.
Through intentional design and innovation, we are transforming
cur built environment into a driver of environmental health.
Operationally, we introduced reusable cold chain shipping
systems
and automated packaging to reduce waste. Our Specialty Heal&
business expanded the use of reusable containers, preventing over
1.7 million cubic feet of landfill waste annually. We also invested it
renewable energy through Virtual Power Purchase Agreements
(VPPAs), including support for the Liberty Solar plant in Texas,
which offsets 182,000 metric tons of carbon emissions yearly,
Additionally,
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Priddy Wind Farm, reinforcing our commitment to sustainable
energy and community impact. To learn more about our initiatives,
please see our FY2025 Impact Report.
4.1. Cost Proposal
4.1.1. Pricing Model. Provide a description of
,our pricing model or methodology
Page
Pricing Model
MMSGS's pricing model will be a minimum percent discount off of
its Government List Price ("GLP") for all products and services
within our catalog offering. GLP is an internal list price for
commercial items which changes twice per year (typically February
1 and August 1) and on rare, off -cycle bases at its discretion.
here are certain products and services that are not subject to a
iscount off list pricing structure, e.g., InventoryManager has
arying fees based on facility usage and number of scanners.
dditionally, BioMed Solutions do not have a GLP pricing model at
ie time of offering, as such, to meet the needs of the member
ny products or services associated would be mutually agreed
oon with MMSGS and the member.
Category I Pricing Structure
National Brand Products in Minimum 46% Discount off
MMSGS Catalog MMSGS Government List Price
(price ceiling)
McKesson Brand Products in Minimum 50% Discount off
MMSGS Catalog MMSGS Government List Price
(price ceiling)
Rx, Specialty Rx, and Core Minimum 48% Discount off
Vaccines MMSGS Government List Price
(price ceiling)
*Services Minimum 20% Discount off
MMSGS Government List Price
(price ceiling)
Any discount offered in MMSGS's proposal does not apply to
)ntrolled Substances.
Price ceiling: Price ceiling means that the Member will not bE
charged an amount greater than the price resulting from the pricin(
structure indicated. For example, if MMSGS's Government List Pric(
For a McKesson Brand product is $100, the Member will be charge(
no more than $50 for a product outside of the Rx Products
Specialty Rx or Vaccine price structure.
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identifying how the model works for the
Equalis Member Auditability
products and services included in your
Equalis will maintain a master pricing file containing both GLP and
proposal. Your response should describe
DOL upon submission, which will serve as a reference for
how the proposed pricing model is able to
comparing awarded pricing.
be audited by an Equalis Group member to
assure compliance with the pricing in the
If an Equalis Member requests to audit pricing compliance, a
Master Agreement.
master pricing file containing both GLP and DOL will be provided t
the member by MMSGS upon request.
Should an Equalis member request an updated catalog following
changes to the GLP, we can accommodate this; however, it is
important to note that GLP is not publicly available and serves as
their static resource for price verification.
4.1.2. Auditable. Describe how the proposed
As stated in section 4.1.1. Equalis will maintain a master pricing fi
pricing model is able to be audited by
for audit purposes by Equalis and for an Equalis Group member t
public sector agencies or CCOG to assure
compare awarded pricing. If public sector agencies and or CCOG
compliance with pricing in the Master
request to audit pricing compliance, a master pricing file containin
Agreement.
both GLP and DOL will be provided by MMSGS upon request.
Should -public sector agencies or CCOG request an updated catalo
following changes to the GLP, we can accommodate this; however,
it is important to note that GPLP is not publicly available and sere
as their static resource for price verification.
4.1.3. Cost Proposal Value.Which of the
The prices offered in your Cost Proposal are:
following statements best describes the
❑ lower than what you offer other group purchasing
pricing offered included in Respondent's
rganizations, cooperative purchasing organizations, or state
cost proposal.
purchasing departments.
® equal to what you offer other group purchasing organization
cooperative purchasing organizations, or state purchasing
departments.
❑ higher than what you offer other group purchasing
organizations, cooperative purchasing organizations, or
state purchasing departments.
❑ not applicable. Please explain below.
4.1.4. Additional Savings. Describe any quantity
Volume Discount Program Overview
or volume discounts or rebate programs
We are pleased to offer a volume -based pricing incentive to Equa
included in your Cost Proposal.
members as part of our commitment to delivering value and cost
transparency. Our volume discount program is designed to rewar
customers who purchase in bulk or otherwise order larger -than -
normal quantities across defined product categories.
Eligibility Criteria
• Volume: Orders exceeding $100,000 may qualify for a
volume -based pricing consideration.
• Product Categories: National Brand and McKesson Brand
catalog items, excluding SRx, Rx, and Core Vaccines
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products.
MMSGS will review the order to determine special pricing applied
against GLP and may apply a shipping fee dependent on type of
product and point of delivery, which must be disclosed in writing
to the member prior to order fulfillment. The final determination
regarding the volume discount is in the sole discretion of MMSGS.
4.1.5. Cost of Shipping. Is the cost of shipping
Standard delivery is FOB Destination. However, in addition to
included in the pricing submitted with
MMSGS's pricing, additional fees may apply such as air freight
your response? If no, describe how
shipments, same day delivery, after-hours delivery services (note:
freight, shipping, and delivery costs are
emergency or expedited delivery is subject to warehouse and
calculated.
transportation availability at the time of request), and cold chain,
hazmat, and/or drop -ship fees. Other fees that may apply are
finance charges on past due balances, restocking fees on returns,
and fuel surcharge. Fees that apply will be per MMSGS's policy in
effect at the time of order.
4.1.6. Pricing Open Market or Sourced Goods. If
Cost Plus a Mark Up. MMSGS may provide a not -to -exceed mark
relevant, propose a method for the
up on the Open Market products and services to cover project
pricing of Open Market Items or Sourced
management, administrative, or other miscellaneous fees.
Goods.
NOTE: For a definition of Open Market Items,
please refer to Part One, Section 5.4 — Other
Pricing Scenarios.
4.1.7. Total Cost of Acquisition. Identify any
Excluding fees related to drop ships, additional deliver
requirements are to be communicated on the order and may b
components from the total cost o
subject to additional fees, which MMSGS will provide at time o
acquisition that are NOT included in the
request.
Cost Proposal. This would include all additional
charges that are not directly
identified as freight or shipping. For
example, permitting, installation, set up,
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mandatory training, site work, or initial
inspection may be required but not initially
considered in the Cost Proposal. Identify
any parties that impose such costs and the r
relationship to the Respondent.
• • u _ IZI
5.1.Respondent Organizational Structure
& Staffing of Relationship
5.1.1. Key Contacts. Provide contact information
Executive Contact — David McDade, VP, GM Government Solutions
and resumes for the person(s) who will be
responsible for the following areas;
Contract Manager — Dawn Tarantelli, Government
1. Executive Contact
Contract Manager
2. Contract Manager
Sales Leader — Craig Malozzi, Director Customer Programs
3. Sales Leader
4. Reporting Contact
Reporting — Joseph Conte, Sr. Manager, Business Intelligence
5. Marketing Contact.
***Indicate who the primary contact will be i
Merketing — Margaret Mountjoy, Senior Director, Marketing +
is not the Sales Leader.
Sales Enablement
5.1.2. Sales Organization. Provide a description
In our offering to best support Equalis members, our team has
of your sales organization, including key
significant experience within a variety of government entities whi
staff members, the size of the organization
includes State, Local, Educational, Federal, Tribal, Government
in-house vs. third -party sales resources,
Contractors, Government Resellers, and Other Government
geographic territories, vertical market
Resellers. To support the unique needs of our governme
segmentation, etc.
customers we have dedicated field and inside sales representative
assigned within each market segment: WIC, Corrections, EMS,
Equipment, RX, Flu and Vaccines, Lab, and Resellers.
MMSGS has a tenured sales team located throughout the United
States supporting the government market. The sales team is
organized by class of trade, sales specialty, strategic segment, an
geographic territory. In total, our sales team is over 1,300; consis
of Inside Sales Representatives (ISRs), Area Sales Managers (AS
Field Vice Presidents (FVPs), field account managers, and other sh
resources to support our customers with product and technology
solution needs.
Our Sales leadership team consists of David McDade, VP and GM
of MMSGS, Craig Malozzi, Director of Customer Programs, Stephe
Amadio, VP of Government Sales, and Andrew Proctor Director of
Sales Strategy and Execution. MMSGS develops sales strategies t
best engage and communicate with our customers through
coordinated efforts with our sales team using sales data and
analytics to unlock sales growth.
The diverse government markets and segments in which MMSGS
have supported and continue to support make us uniquely qualifie
f serve the Equalis membership. MMSGS' extensive
:ing
s),
ared
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experience supporting Equalis provides a distinct strength and knowledg
of the needs of the members, diversity of the types of members, and trend
in procurement.
In addition to the key personnel listed 5.1.1. above, Participating Entities wil
be supported by the following personnel/roles.
MMSGS Leadership
VP & GM of MMSGS — Leader of the business, sets strategic direction
identifies growth objectives and market entry, and responsible for the P&
of the business.
VP of Government Sales — Leads the FVPs, executes on sales strategies
for the field sales team, identifies opportunities within our market segments,
and partners with our broader sales team on strategy execution.
Director of Customer Programs — Leads Inside Sales, Client
Management for a portfolio of Strategic Customer Programs, Busines
Development initiatives, and the GPO Program management team.
Director of Sales Strategy and Execution — Identifies sales strategy
opportunities and initiatives for new product offerings, target specialty
segments, curated customer offerings.
GPO Sales Support Team
Contract Manager - Acts as the primary point of contact for contractual
matters, providing clarity and monitoring compliance and alignment with
agreed terms. The Contract Manager manages amendments and resolve
issues to maintain strong client relationships and operational efficiency.
Contract Performance Representative (CPRs) - Support onboarding
with account setup and coding, submit Master Data updates (freight codes,
surcharges, pricing) maintain pricing sources, and establish connectivity.
Contract Implementation Specialist (CIS) - Manage contrac
onboarding and renewals in coordination with back office teams, ensure
subject matter experts are aware of contractual obligations a
implementation, create SFDC contract numbers and contract folders i
SharePoint, and send implementation and closeout communications.
5.2. Contract Implementation Strategy
Expectations
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5.2.1. Contract Expectations. What is
your company's strategy to increase
market share in the public sector while
leveraging an Equalis Group Master Agreement?
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ever the last two fiscal years, MMSGS has seen year over year
rowth respectively on the current Equalis contract. The significant
rowth rate is in part attributed to success in the
mg -term care space at, an area of focus for our sales team within the sta
)cal and education government market. We believe our growth will rem
ready over the coming years, as we deliver exceptional custom-er servi)
Idustry leading expertise as a sales staff, and reliable distribution servic
cross the United States. The pillars to sustain growth rates over the next
years
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5.2.2. Five (5) Year Sales Vision & Strategy.
Describe your company's vision and
strategy to leverage a resulting contract with
Equalis over the next five (5) years. Your
response may include but is not limited to; the
geographic or public sector vertical markets
being targeted; your strategy for acquiring new
business and retaining existing business; how
the contract will be deployed with your sales
team; how you will market the contract,
including deployment of the contract on your
company website; and the time frames in which
this will be completed.
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revolving around our core strengths and our customer centric sales
unlock success.
outlined in Section 5.1.2 our sales organization is vast and well
sated to support growth within the Equalis contract. We look forward
continuing our successful partnership in the upcoming years.
Secret Information
Our five-year vision for leveraging the Equalis Group Master
Agreement is rooted in an integrated, data -driven approach that
expands our reach while deepening the value delivered to our
existing customers. We are committed to growing our footprint
across strategic public sector verticals, including but not limited to
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Through these initiatives, we envision steady, sustainable growthpxpanding
both our geographic reach and the breadth of solutions
offered under the Equalis contract. Ultimately, our five-year
strategy is built to position us as a trusted partner, recognized fordelivering
customized solutions that empower public sector clients and drive
meaningful outcomes across the communities we serve.
Trade secret liftrmatilon
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uuLaAsign CnvelOPe LLJ: L.I Ljmum,&u-41 Do-q-4 C-L3C46-Ur V3l.rf.147dL34
6.1. Administration Fee & Reporting
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6.1.1. Administrative Fee. Equalis Group only
generates revenue when the Winning Supplier
generates revenue based on contract utilization
by current and future Members.
The administrative fee is normally calculated as
a percentage of the total Spend for agencies
accessing product and services through the
Master Agreement and can be up to three
percent (3%). In some categories, a flat fee or
another fee structure may be acceptable.
Please provide your pro
Administrative Fee percentage
structure.
NOTE: The proposed Administrative Fee language for th
contract is based on the terms disclosed in the
Attachment A — Model Administration
Agreement.
5.2.3. Sales Objectives. What are your top line sales
objectives in each of the five (5) years if
awarded this contract?
Page
; objectives for the next five years:
Lain a minimum of annual sales growth under the Equali
p Master Agreement.
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6.1.2. Sales & Administrative Fee Reporting.
MMSGS can provide the monthly reporting and fees as specified.
Equalis Group requires monthly reports
detailing sales invoiced the prior month
and associated Administrative Fees
earned by the 15th of each month.
Confirm that your company will meet this
reporting requirement. If not, explain
why and propose an alternative time
schedule for providing these reports to
Equalis Group.
6.1.3. Contract Utilization Tracking. Define the
Upon completion of the Primary Designation form and confirming
specific, step-by-step process for yourthe
customer is a rostered member of Equalis, the dedicated
sales and/or quote generation team to tie
Government MMSGS Support team will connect the customer to
the
a quote, proposal, invoice, and/or
Equalis Contract in our system and load the customer to Equalis
as
purchase order to the Equalis cooperative
a primary affiliation. Reporting is pulled based on primary
contract in your Customer Relationship
membership to the Equalis Contract.
Management ("CRM"), sales system, or
Enterprise Resource Planning ("ERP")
13
system. Include any individuals and/or
teams involved in this process.
6.1.4. Self -Audit. Describe any self -audit process
MMSGS's process for ensuring contract compliance begins at the
or program that you plan to employ to
onboarding of the new contract award. Product pricing is confirmed
verify compliance with your proposed
and loaded per the contract terms. Reporting analysts are
contract with Equalis Group. This process
responsible for verifying sales and balancing administrative fees
includes ensuring that your salesbased
on those sales. Compliance analysts perform routine
organization provides, and Members
compliance checks to confirm not only the administrative fees are
obtain the correct pricing, reports reflect
correctly and timely paid, but other contractual requirements are
all sales made under the Contract, and
fulfilled.
Winning Supplier remit the proper admin
fee to Equalis.
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PROPOSAL FORM 2: COST PROPOSAL
A template for the Cost Proposal has been included as Attachment B and must be uploaded as a separate attachment
to a Respondent's proposal submission. Respondents are permitted to revise any part of the spreadsheet to the Cost
Proposal to accurately reflect the column titles, details, discounts, pricing categories of products, services, and solutions
being offered to Equalis Group Members.
Respondent's Cost Proposal must include the information requested in Section 5 — Cost Proposal & Pricing.
NOTE: Cost Proposals will remain sealed and will only be opened and reviewed for those Respondents that meet the
minimum Technical Proposal score threshold as described in Section 6.2 - Evaluation and Scoring of Proposals.
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PROPOSAL FORM 3: DIVERSITY VENDOR CERTIFICATION PARTICIPATION
Diversity Vendor Certification Participation - It is the policy of some Members participating in Equalis Group to involve
minority and women business enterprises (M/WBE), small and/or disadvantaged business enterprises, disable veterans
business enterprises, historically utilized businesses (HUB) and other diversity recognized businesses in the purchase of
goods and services. Respondents shall indicate below whether or not they hold certification in any of the classified areas
and include proof of such certification with their response.
a. Minority Women Business Enterprise
Respondent certifies that this firm is an MWBE: Yes No List
certifying agency:
b. Small Business Enterprise (SBE) or Disadvantaged Business Enterprise
("DBE") Respondent certifies that this firm is a SBE or DBE: Yes No List
certifying agency:
c. Disabled Veterans Business Enterprise (DVBE)
Respondent certifies that this firm is an DVBE: Yes No List
certifying agency:
d. Historically Underutilized Businesses (HUB)
Respondent certifies that this firm is an HUB: Yes No List
certifying agency:
e. Historically Underutilized Business Zone Enterprise
(HUBZone) Respondent certifies that this firm is an HUBZone:
Yes No List certifying agency:
f. Other
Respondent certifies that this firm is a recognized diversity certificate holder: Yes No
List certifying agency:
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PROPOSAL FORM 4: CERTIFICATIONS AND LICENSES
Provide a copy of all current licenses, registrations and certifications issued by federal, state and local agencies, and any
other licenses, registrations or certifications from any other governmental entity with jurisdiction, allowing Respondent
to provide the products and services included in their proposal which can include, but not limited to licenses, registrations
or certifications. M/WBE, HUB, DVBE, small and disadvantaged business certifications and other diverse business
certifications, as well as manufacturer certifications for sales and service must be included if applicable
Please also list and include copies of any certificates you hold that would show value for your response not already
included above.
McKesson Medical -Surgical, which is the immediate parent of MMSGS and whose distribution centers would
support any resulting contract, holds licenses and/or certifications that allow us to ship product across our
geographic reach.
MMSGS also carries various state/city/county business licenses and certificates of good standing.
All McKesson Medical -Surgical distribution centers are licensed as full -service wholesalers which allows
them to buy, store, sell, and ship medical surgical products and pharmaceuticals. MMSGS is a virtual
wholesaler and is licensed to buy and sell medical -surgical products and pharmaceuticals. McKesson
Medical -Surgical and MMSGS hold upwards of 2,000 licenses and certification and can provide any required
licenses and certifications upon request, if awarded.
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PROPOSAL FORM 5: UNRESOLVED FINDINGS FOR RECOVERY
O.R.C. Chanter 9.24 prohibits CCOG from awarding a contract to any entity against whom the Auditor of State has
issued a finding for recovery, if such finding for recovery is "unresolved" at the time of award. By submitting a proposal,
a Respondent warrants that it is not now, and will not become, subject to an "unresolved" finding for recovery under
O.R.C. Chanter 9.24 prior to the award of any contract arising out of this RFP, without notifying CCOG of such finding.
The Proposal Review Team will not evaluate a proposal from any Respondent whose name, or the name of any of the
subcontractors proposed by the Respondent, appears on the website of the Auditor of the State of Ohio as having an
'unresolved" finding for recovery.
Is your company the subject of any unresolved findings for recoveries?
® Yes
No
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PROPOSAL FORM G: MANDATORY DISCLOSURES
1. Mandatory Contract Performance Disclosure.
Disclose whether your company's performance and/or the performance of any of the proposed subcontractor(s) under
contracts for the provision of products and services that are the same or similar to those to be provided for the Program
which is the subject of this RFP has resulted in any formal claims for breach of those contracts. For purposes of this
disclosure, 'formal claims" means any claims for breach that have been filed as a lawsuit in any court, submitted for
arbitration (whether voluntary or involuntary, binding or not), or assigned to mediation. For any such claims disclosed,
fully explain the details of those claims, including the allegations regarding all alleged breaches, any written or legal
action resulting from those allegations, and the results of any litigation, arbitration, or mediation regarding those claims,
including terms of any settlement. While disclosure of any formal claims will not automatically disqualify a Respondent
from consideration, at the sole discretion of Equalis Group, such claims and a review of the background details may
result in a rejection of a Respondent's proposal. Equalis Group will make this decision based on the Proposal Review
Team's determination of the seriousness of the claims, the potential impact that the behavior that led to the claims could
have on the Respondent's performance of the work, and the best interests of Members.
Provide statement here.
2. Mandatory Disclosure of Governmental Investigations.
Indicate whether your company and/or any of the proposed subcontractor(s) has been the subject of any adverse
regulatory or adverse administrative governmental action (federal, state, or local) with respect to your company's
performance of services similar to those described in this RFP. If any such instances are disclosed, Respondents must
fully explain, in detail, the nature of the governmental action, the allegations that led to the governmental action, and
the results of the governmental action including any legal action that was taken against the Respondent by the
governmental agency. While disclosure of any governmental action will not automatically disqualify a Respondent from
consideration, such governmental action and a review of the background details may result in a rejection of the
Respondent's proposal at Group's sole discretion. Equalis Group will make this decision based on the Proposal Review
Team's determination of the seriousness of the claims, the potential impact that the behavior that led to the claims could
have on the Respondent's performance of the work, and the best interests of Members.
Provide statement here.
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PROPOSAL FORM %: DEALER, RESELLER, AND DISTRIBUTOR AUTHORIZATION
CCOG allows Suppliers to authorize dealers, distributors, and resellers to sell the products and services made available
through, and consistent with the Terms and Conditions set forth in, the Master Agreement. If Supplier intends to authorize
their dealers, distributors, or resellers access to the Master Agreement in the event of a contract award Supplier must
provide a list, either in the form of a document or a weblink, to identify those organizations who are being authorized
access to the Master Agreement.
Will the Supplier authorize dealers, distributors, resellers access to Master Agreement?
® Yes
No
At this time, MMSGS will serve as the single point of sale. MMSGS, if awarded, and as opportunities arise, may
work with Equalis to permit authorized distributors, dealers, or resellers.
If yes, how will Supplier disclose which organization(s) will have access to the Master Agreement? This list can
be updated from time to time upon CCOG's approval.
Respondent Response:
(Will check "Yes" above)
Page 1 19
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PRO OSAL FO 8: MANDATO SUPPLIER & PRO OSAL CERTIFICATIONS
CCOG may not enter into contracts with any suppliers who have been found to be ineligible for state contracts under
specific federal or Ohio statutes or regulations. Companies responding to any CCOG RFP MUST certify that they are NOT
ineligible by signing each of the statements below. Failure to provide proper affirming signature on any of these
statements will result in a Respondent's proposal being deemed nonresponsive to this RFP.
I, Margaret Donnell, hereby certify and affirm that MMSGS has not been debarred, suspended, proposed for debarment,
declared ineligible, or voluntarily excluded from participation in transactions by the Unites States Department of Labor,
the United States Department of Health and Human Services, or any other federal department or agency as set forth in
29 CFR Part 98, or 45 CFR Part 76, or other applicable statutes.
AND
I, Margaret Donnell, hereby certify and affirm that MMSGS is in compliance with all federal, state, and local laws, rules,
and regulations, including but not limited to the Occupational Safety and Health Act and the Ohio Bureau of
Employment Services and the following:
• Not penalized or debarred from any public contracts or falsified certified payroll records or any other violation of
the Fair Labor Standards Act in the last three (3) years;
• Not found to have violated any worker's compensation law within the last three (3) years;
• Not violated any employee discrimination law within the last three (3) years;
• Not have been found to have committed more than one (1) willful or repeated OSHA violation of a safety standard
(as opposed to a record keeping or administrative standard) in the last three (3) years;
• Not have an Experience Modification Rating of greater than 1.5 (a penalty -rated employer) with respect to the
Bureau of Workers' Compensation risk assessment rating; and
• Not have failed to file any required tax returns or failed to pay any required taxes to any governmental entity within
the past three (3) years.
AND
I, Margaret Donnell, hereby certify and affirm that MMSGS is not on the list established by the Ohio Secretary of State,
pursuant to O Section 121.23, which identifies persons and businesses with more than one unfair labor practice
contempt of court finding against them.
AND
I, Margaret Donnell, hereby certify and affirm that MMSGS either is not subject to a finding for recovery under O
Section 9.24, or has taken appropriate remedial steps required under that statute to resolve any findings for recovery,
or otherwise qualifies under that section to enter into contracts with CCOG.
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I, Margaret Donnell, hereby affirm that this proposal accurately represents the capabilities and qualifications of MMSGS,
and I hereby affirm that the cost(s) proposed to CCOG for the performance of services and/or provision of goods covered
in this proposal in response to this CCOG RFP is a firm fixed price structure as described in the Cost Proposal, inclusive
of all incidental as well as primary costs. (Failure to provide the proper affirming signature on this item may result in
the
disqualification of your proposal.) r—Signed by:
Regarding thl last paragraph concerning proposal pricing, please note that for the purposes of this bid and
Page 1 20 the resulting Contract, MIIVISGS's pricing model will be a minimum percent discount off of its list price,
which MMSGS refers to as its Government List Price ("GLP"), for all products and services within our catalog
offering. While the discount proposed off of the GLP remains fixed, GLP changes twice per year (typically
February 1 and August 1) and on rare, off -cycle bases at its discretion. As such, MMSGS clarifies that it is
not "a firm fixed price structure" as referenced in the last paragraph of Proposal Form 8.
ha vyytt PotAIAA,
1 E5B29AF463D434
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PROPOSAL FORM 9: CLEAN AIR ACT & CLEAN WATER ACT
The Respondent is in compliance with all applicable standards, orders or regulations issued pursuant to the Clean Air Act
of 1970, as Amended (42 U.S. C. 1857 (h), Section 508 of the Clean Water Act, as amended (33 U.S.C. 1368), Executive
Order 117389 and Environmental Protection Agency Regulation, 40 CFR Part 15 as required under OMB Circular A-102,
Attachment O, Paragraph 14 (1) regarding reporting violations to the grantor agency and to the United States
Environment Protection Agency Assistant Administrator for the Enforcement.
Signed by:
Authorized signature:
Printed Name: Margaret Donnell
Company Name: McKesson Medical -Surgical Government Solutions LLC
Mailing Address: 9954 Mayland Dr, Suite 5176, Henrico, VA 23233-1484
Email Address: Government. Bids@mckesson.com
Job Title: SVR Enterprise Sales
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Page 1 21
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PROPOSAL FORM 10: DEBARMENT NOTICE
I, the Respondent, certify that my company has not been debarred, suspended or otherwise ineligible for participation
in Federal Assistance programs under Executive Order 12549, "Debarment and Suspension", as described in the Federal
Register and Rules and Regulations.
Respondents Name: McKesson Medical -Surgical Government Solutions LLC
Mailing Address: 9954 Mayland Dr, Suite 5176, Henrico, VA 23233-1484
Signed by:
SignaturU1E5B2qAF4fi3D4
�O�n
3�...
Title of Signatory: c\/P. FntPr ricr��lac
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Page 1 22
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PROPOSAL FORM 11: LOBBYING CERTIFICATIONS
Submission of this certification is a prerequisite for making or entering into this transaction and is imposed by Section
1352, Title 31, U.S. Code. This certification is a material representation of fact upon which reliance was placed when
this transaction was made or entered into. Any person who fails to file the required certification shall be subject to civil
penalty of not less than ten thousand dollars ($10,000) and not more than one hundred thousand dollars ($100,000)
for each such failure.
The undersigned certifies, to the best of his/her knowledge and belief, on behalf of Respondent that:
1. No Federal appropriated funds have been paid or will be paid on behalf of the undersigned, to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or
employee of Congress, or an employee of a Member of Congress in connection with the awarding of a Federal contract,
the making of a Federal grant, the making of a Federal loan, the entering into a cooperative agreement, and the
extension, continuation, renewal, amendment, or modification of a Federal contract, grant, loan, or cooperative
agreement.
2. If any funds other than Federal appropriated funds have been or will be paid to any person for influencing or
attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress,
or an employee of a Member of Congress in connection with this Federal contract or cooperative agreement, the
undersigned shall complete and submit Standard Form LLL, "Disclosure of Lobbying Activities," in accordance with its
instructions.
ASigned by -
Signature: Yv�-LEI' P,,.&
G4.
Date: 8/29/25
3. The undersigned shall require that the language of this certification be included in the award documents for all
covered sub -awards exceeding one hundred thousand dollars ($100,000) in Federal funds at all appropriate tiers and
that all sub -recipients shall certify and disclose accordingly.
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PROPOSAL FORM 12: CONTRACTOR CERTIFICATION REQUIREMENTS
1. Contractor's Employment Eligibility
By entering the contract, Contractor warrants compliance with the Federal Immigration and Nationality Act (FINA), and
all other federal and state immigration laws and regulations. The Contractor further warrants that it is in compliance with
the various state statutes of the states it will operate this contract in.
Page 1 23
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Participating Government Entities including School Districts may request verification of compliance from any Contractor
or subcontractor performing work under this Contract. These Entities reserve the right to confirm compliance in
accordance with applicable laws.
Should the Participating Entities suspect or find that the Contractor or any of its subcontractors are not in compliance,
they may pursue any and all remedies allowed by law, including, but not limited to: suspension of work, termination of
the Contract for default, and suspension and/or debarment of the Contractor. All costs necessary to verify compliance
are the responsibility of the Contractor.
The Respondent complies and maintains compliance with the appropriate statutes which requires compliance with federal
immigration laws by State employers, State contractors and State subcontractors in accordance with the E-Verify
Employee Eligibility Verification Program.
Contractor shall comply with governing board policy of the CCOG Participating entities in which work is being performed.
2. Fingerprint & Criminal Background Checks
If required to provide services on school district property at least five (5) times during a month, contractor shall submit
a full set of fingerprints to the school district if requested of each person or employee who may provide such service.
Alternately, the school district may fingerprint those persons or employees. An exception to this requirement may be
made as authorized in Governing Board policy. The district shall conduct a fingerprint check in accordance with the
appropriate state and federal laws of all contractors, subcontractors or vendors and their employees for which fingerprints
are submitted to the district. Contractor, subcontractors, vendors and their employees shall not provide services on
school district properties until authorized by the District.
The Respondent shall comply with fingerprinting requirements in accordance with appropriate statutes in the state in
which the work is being performed unless otherwise exempted.
Contractor shall comply with governing board policy in the school district or Participating Entity in which work is being
performed.
Signed by:
Signature: E
Date: 8/29/25
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PROPOSAL FORM 13: BOYCOTT CERTIFICATION
Respondent must certify that during the term of any Agreement, it does not boycott Israel and will not boycott Israel.
Page 1 24
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"Boycott" means refusing to deal with, terminating business activities with, or otherwise taking any action that is
intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or
entity doing business in Israel or in an Israeli -controlled territory, but does not include an action made for ordinary
business purposes.
Does Respondent agree?
Page 1 25
(Initials of Authorized Representative)
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MMSGS understands that the scope of work underlying any resulting contracting would be for commercially off the shelf goods.
Should the work implicate certain clauses in this section, such as by performing construction services, MMSGS will comply with
such.
PROPOSAL FORM 14: FEDERAL FUNDS CERTIFICATION FORMS
When a participating agency seeks to procure goods and services using funds under a federal grant or contract, specific feder al laws, regulations,
and requirements may apply in addition to those under state law. This includes, but is not limited to, the pr ocurement standards of the Uniform
Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 CFR 200 (s ometimes referred to as the 'Uniform
Guidance" or "EDGAR" requirements).
All Respondents submitting proposals must complete this Federal Funds Certification Form regarding Respondent's willingness a Ind ability to
comply with certain requirements which may be applicable to specific participating agency purchases using federal grant funds. This completed
form will be made available to Members for their use while considering their purchasing options when us ing federal grant funds. Members may
also require Supplier Partners to enter into ancillary agreements, in addition to the contr act's general terms and conditions, to address the
member's specific contractual needs, including contract requirements for a procurement u sing federal grants or contracts.
For each of the items below, respondent should certify their agreement and ability to comply, where applicable, by having
respondents authorized representative complete and initial the applicable lines after each section and sign the acknowledgment
at the end of this form. If a Respondent fails to complete any item in this form, CCOG will consider the Respondent's response to be that they
are unable or unwilling to comply. A negative response to any of the items may, if applicable, impact the ability of a participating agency to
purchase from the Supplier Partner using federal funds.
1. Supplier Partner Violation or Breach of Contract Terms
Contracts for more than the simplified acquisition threshold currently set at one hundred fifty thousand dollars ($150,000), which is the inflation
adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulation s Council
(Councils) as authorized by 41 USC 1908, must address administrative, contractual, or legal remedies in instances where Suppl ier Partners violate
or breach contract terms, and provide for such sanctions and penalties as appropriate.
Any contract award will be subject to Terms and Conditions of the Master Agreement, as well as any additional terms and condi tions in any
purchase order, participating agency ancillary contract, or Member construction contract agreed upon by Supplier Partn er and the participating
agency which mut be consistent with and protect the participating agency at least to the same extent as the CCOG Terms and Conditions.
The remedies under the contract are in addition to any other remedies that may be available under law or in equity. By submitting a proposal,
you agree to these Supplier Partner violation and breach of contract terms.
Initial
Does Respondent
agree?
(Initials of Authorized Representative)
2. Termination for Cause or Convenience
When a participating agency expends federal funds, the participating agency reserves the right to immediately terminate any agreement in excess
of ten thousand dollars ($10,000) resulting from this procurement process in the event of a breach or def ault of the agreement by Offeror in the
event Offeror fails to: (1) meet schedules, deadlines, and/or delivery dates within the time specified in the procurement solicitation, contract,
and/or a purchase order; (2) make any payments owed; or (3) otherwise perform in accordance with the contract and/or the procurement
solicitation. Participating agency also reserves the right to terminate t he contract immediately, with written notice to offeror, for convenience, if
Page 1 26
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participating agency believes, in its sole discret ion that it is in the best interest of participating agency to do so. Respondent will be compensated
for work performed and accepted and goods accepted by participating agency as of the termination date if the contract is terminated for
convenience of part icipating agency. Any award under this procurement process is not exclusive and participating agency reserves the right to
purchase goods and services from oth er offerors when it is in participating agency's best interest.
Docusign Envelope ID: CI DEOA20-2A58A41-B24B-DFMCF0498B4
in�t�a
Does Respondent agree. �
(Initials of Authorized Representative)
3. Equal Employment Opportunity
Except as otherwise provided under 41 CFR Part 60, all participating agency purchases or contracts that meet the
definition of "federally assisted construction contract" in 41 CFR Part 60-1.3 shall be deemed to include the equal
opportunity clause provided under 41 CFR
60-1.4(b), in accordance with Executive Order 11246, "Equal Employment Opportunity" (30 FR 12319, 12935, 3 CFR
Part, 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 CFR Part 60, "Office of Federal Contract Compliance
Programs, Equal Employment Opportunity, Department of Labor."
The equal opportunity clause provided under 41 CFR 60-1.4(b) is hereby incorporated by reference. Supplier Partner
agrees that such provision applies to any participating agency purchase or contract that meets the definition of "federally
assisted construction Initial contract" in 41 CFR Part 60-1.3 and Supplier Partner agrees that it shall comply with
such provision. F. n
Does Respondent agree?
(Initials of Authorized Representative)
4. Davis -Bacon Act
When required by Federal program legislation, Supplier Partner agrees that, for all participating agency prime
construction contracts/purchases in excess of two thousand dollars ($2,000), Supplier Partner shall comply with the
Davis -Bacon Act (40 USC 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR
Part 5, "Labor Standards
Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction"). In accordance with the
statute, Supplier Partner is required to pay wages to laborers and mechanics at a rate not less than the prevailing wages
specified in a wage determinate made by the Secretary of Labor. In addition, Supplier Partner shall pay wages not less
than once a week.
Current prevailing wage determinations issued by the Department of Labor are available at www.wdol.gov. Supplier
Partner agrees that, for any purchase to which this requirement applies, the award of the purchase to the Supplier
Partner is conditioned upon Supplier Partner's acceptance of the wage determination.
Supplier Partner further agrees that it shall also comply with the Copeland "Anti -Kickback" Act (40 USC 3145), as
supplemented by Department of Labor regulations (29 CFR Part 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
Page 1 27
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Supplier Partner 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. Initial
Does Respondent
agree?
(Initials of Authorized Representative)
S. Contract Work Hours and Safety Standards Act
Where applicable, for all participating agency contracts or purchases in excess of one hundred thousand dollars
($100,000) that involve the employment of mechanics or laborers, Supplier Partner agrees to comply with 40 USC 3702
and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 USC 3702 of the Act, Supplier
Partner is required to compute the wages of every mechanic and laborer on the basis of a standard work week of forty
(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 forty (40) hours in the work
week. The requirements of 40 USC 3704 are applicable to construction work and provide that no laborer or mechanic
must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous.
These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open
market, or contracts for transportation or transmission of intelligence.
pp'Il
'i
Does Respondent
agree?
(Initials of Authorized Representative)
6. Right to Inventions Made Under a Contract or Agreement
If the participating agency's Federal award meets the definition of "funding agreement" under 37 CFR 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 or experimental, developmental, or research work under that
"funding agreement," the recipient or subrecipient must comply with the requirements of 37 CFR Part 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 Partner agrees to comply with the above requirements when applicable.
pInitial
Does Respondent
agree?
(Initials of Authorized Representative)
7. Clean Air Act and Federal Water Pollution Control Act
Clean Air Act (42 USC 7401-7671q.) and the Federal Water Pollution Control Act (33 USC 1251-1387), as amended -
Contracts and subgrants of amounts in excess of one hundred fifty thousand dollars ($150,000) must contain a provision
that requires the non -Federal award to agree to comply with all applicable standards, orders, or regulations issued
pursuant to the Clean Air Act (42 USC 7401-7671q.) and the Federal Water Pollution Control Act, as amended (33 USC
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1251-1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental
Protection Agency (EPA).
When required, Supplier Partner agrees to comply with all applicable standards, orders, or regulations issued pursuant
to the Clean Air Act and the Federal Water Pollution Control Act.
�RInitial
V v
Does Respondent
agree?
(Initials of Authorized Representative)
Page 1 29
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(3CFR Part 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 Partner certifies that Supplier Partner is not currently listed on the government -wide exclusions in SAM, is not
debarred, suspended, or otherwise excluded by agencies or declared ineligible under statutory or regulatory authority
other than Executive Order 12549. Supplier Partner further agrees to immediately notify the Cooperative and all Members
with pending purchases or seeking to purchase from Supplier Partner if Supplier Partner is later listed on the
governmentwide exclusions in SAM, or is debarred, suspended, or otherwise excluded by agencies or declared ineligible
under statutory or Inikial regulatory authority other than Executive Order 12549.
P vL�
Does Respondent
agree?
(Initials of Authorized Representative)
6. Byrd Anti -Lobbying Amendment
Byrd Anti -Lobbying Amendment (31 USC 1352) - Supplier Partners that apply or bid for an award exceeding one hundred
thousand dollars ($100,000) must file the required certification. Each tier certifies to the tier above that it will not and
has not 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 USC 1352. Each
tier must also 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. As applicable, Supplier Partner
agrees to file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti -Lobbying
Amendment (31 USC 1352).
Lhn�ifiai
Does Responden
agree?
(Initials of Authorized Representative)
7. Procurement of Recovered Materials
For participating agency purchases utilizing Federal funds, Supplier Partner agrees to comply with Section 6002 of the
Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act where applicable and provide
such information and certifications as a participating agency maybe required to confirm estimates and otherwise comply.
The requirements of Section 6002 includes procuring only items designated in guidelines of the Environmental Protection
Agency (EPA) at 40 CFR Part 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 ten thousand dollars
($10,000) or the value of the quantity acquired during the preceding fiscal year exceeded ten thousand dollars
($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.
In ivai
Does Respondent
agree?
(Initials of Authorized Representative)
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11. Profit as a Separate Element of Price
For purchases using federal funds in excess of one hundred fifty thousand dollars ($150,000), a participating agency
may be required to negotiate profit as a separate element of the price. See, 2 CFR 200.324(b). When required by a
participating agency, Supplier Partner agrees to provide information and negotiate with the participating agency
regarding profit as a separate element of the price for a particular purchase. However, Page 1 29
Initial
ikv
Does Respondent
agree?
Page 1 31
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Initial
Does Respondent
agree?
(Initials of Authorized Representative)
Signed by:
Authorized signature: C'bi
�z�sr-n�sas
Printed Name: Margaret Donnell
Company Name: McKesson Medical -Surgical Government Solutions LLC
Mailing Address: 9954 Mayland Dr, Suite 5176, Henrico, VA 23233-1484
Job Title: SVP, Enterprise Sales
Does Respondent agree?
(Initials of Authorized Representative)
15. Applicability to Subcontractors
Offeror agrees that all contracts it awards pursuant to the Contract shall be bound by the foregoing terms and conditions.
Does Respondent agree?
(Initials of Authorized Representative)
By signature below, I certify that the information in this form is true, complete, and accurate and that I am authorized
by my company to make this certification and all consents and agreements contained herein.
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PROPOSAL FORM 15: FEMA FUNDING REQUIREMENTS CERTIFICATION FORMSC
Please answer the following question. If yes, complete this Proposal Form.
7K Yes
In the event of a contract award, does the Respondent intend to make their products and services
available to public agencies utilizing FEMA funds or seeking reimbursement from FEMA? C
No
When a participating agency seeks to procure goods and services using funds under a federal grant or contract, specific
federal laws, regulations, and requirements may apply in addition to those under state law. This includes, but is not
limited to, the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit
Requirements for Federal Awards, 2 CFR 200 (sometimes referred to as the "Uniform Guidance" or "EDGAR"
requirements). Additionally, Appendix II to Part 200 authorizes FEMA to require or recommend additional provisions for
contracts.
All Respondents submitting proposals who desire to work with Members utilizing FEMA funds must complete this FEMA
Recommended Contract Provisions Form regarding Respondent's willingness and ability to comply with certain
requirements which may be applicable to specific participating agency purchases using FEMA funds. This completed form
will be made available to Members for their use while considering their purchasing options when using FEMA grant funds.
Members may also require Supplier Partners to enter into ancillary agreements, in addition to the contract's general
terms and conditions, to address the member's specific contractual needs, including contract requirements for a
procurement using federal grants or contracts.
For each of the items below, Respondent should certify Respondent's agreement and ability to comply
where applicable, by having respondents authorized representative complete and initial the applicable
lines after each section and sign the acknowledgment at the end of this form. If a Respondent fails to
complete any item in this form, CCOG will consider the respondent's response to be that they are unable or unwilling to
comply. A negative response to any of the items may, if applicable, impact the ability of a participating agency to
purchase from the Supplier Partner using federal funds.
1. Access to Records
For All Procurements
The Winning Supplier agrees to provide the participating agency, the pass -through entity (if applicable), the FEMA
Administrator, the Comptroller General of the United States, or any of their authorized representatives access to any
books, documents, papers, and records of the Contractor which are directly pertinent to this contract for the purposes
of making audits, examinations, excerpts, and transcriptions.
The Winning Supplier agrees to permit any of the foregoing parties to reproduce by any means whatsoever or to copy
excerpts and transcriptions as reasonably needed.
The Winning Supplier agrees to provide the FEMA Administrator or his authorized representatives access to construction
or other work sites pertaining to the work being completed under the contract.
�nitial
Does Respondent i�i,6
agree?
Page 1 33
(Initials of Authorized Representative)
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For Contracts Entered into After August 1, 2017, Under a Major Disaster or Emergency Declaration
In compliance with section 1225 of the Disaster Recovery Reform Act of 2018, the participating agency, and the Winning
Supplier acknowledge and agree that no language in this contract is intended to prohibit audits or internal reviews by
the FEMA Administrator or the Comptroller General of the United States."
Initial
Does Respondent
agree?
(Initials of Authorized Representative)
2. Changes
FEMA recommends that all contracts include a changes clause that describes how, if at all, changes can be made by
either party to alter the method, price, or schedule of the work without breaching the contract. The language of the
clause may depend on the nature of the contract and the procured item(s) or service(s). The participating agency should
also consult their servicing legal counsel to determine whether and how contract changes are permissible under applicable
state, local, or tribal laws or regulations.
�Rlnitial
it vL�
Does Respondent
agree?
(Initials of Authorized Representative)
3. Use of DHS Seal, Logo, and Flags
The Winning Supplier shall not use the DHS seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency
officials without specific Initial FEMA pre -approval. The contractor shall include this provision in any subcontracts.
Does Respondent agree?
(Initials of Authorized Representative)
4. Compliance with Federal Law, Regulations, And Executive Orders and Acknowledgement of Federal
Funding
This is an acknowledgement that when FEMA financial assistance is used to fund all or a portion of the participating
agency's contract with the Winning Supplier, the Winning Supplier will comply with all applicable federal law, regulations,
executive orders, FEMA Initial policies, procedures, and directives.
Does Respondent
agree?
(Initials of Authorized Representative)
5. No Obligation by Federal Government
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The federal government is not a party to this or any contract resulting from this or future procurements with the
participating agencies and is not subject to any obligations or liabilities to the non-federal entity, contractor, or any other
party pertaining to any Initial matter resulting from the contract.
At_
Does Respondent
agree?
(Initials of Authorized Representative)
6. Program Fraud and False or Fraudulent Statements or Related Acts
The Winning Supplier acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements)
applies to the Initial contractor's actions pertaining to this contract.
Does Respondent
agree?
(Initials of Authorized Representative)
7. Affirmative Socioeconomic Steps
If subcontracts are to be let, the Winning Supplier is required to take all necessary steps identified in 2 C.F.R. §
200.321(b)(1)-(5) to ensure that small and minority businesses, women's business enterprises, and labor surplus area
firms are used when Initia possible.
Does Respondent
agree?
(Initials of Authorized Representative)
Signed by -
Authorized signature: NwAlt&
8, License and Delivery of Works Subject
to Copyright and Data Rights
The Winning Supplier grants to the
Margaret Donnell participating agency, a paid -up, royalty -free,
McKesson Medical -Surgical Government Solutions LLC nonexclusive, irrevocable, worldwide license
9954 Mayland Dr, Suite 5176, Henrico, VA 23233-1484 in data first produced in the performance of
this contract to reproduce, publish, or
Job Title: SVP, Enterprise Sales otherwise use, including prepare derivative
works, distribute copies to the public, and perform publicly and display publicly such data. For data required by the
contract but not first produced in the performance of this contract, the Winning Supplier will identify such data and grant
to the participating agency or acquires on its behalf a license of the same scope as for data first produced in the
performance of this contract. Data, as used herein, shall include any work subject to copyright under 17 U.S.C. § 102,
for example, any written reports or literary works, software and/or source code, music, choreography, pictures or images,
graphics, sculptures, videos, motion pictures or other audiovisual works, sound and/or video recordings, and architectural
works. Upon or before the completion of this contract, the Winning Supplier will deliver to the participating agency data
first produced in the performance of this contract and data required by the contract but not first produced in the
performance of this Initial contract in formats acceptable by the (insert name of the non-federal entity).
Does Respondent
agree?
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(Initials of Authorized Representative)
By signature below, I certify that the information in this form is true, complete, and accurate and that I am authorized
by my company to make this certification and all consents and agreements contained herein.
Printed Name:
Company Name:
Mailing Address:
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Regarding the Arizona Contractor Requirements, please note that MMSGS will review/negotiate these documents
as any/all Arizona requests arise via any resulting GPO contract.
PROPOSAL FORM 16: ARIZONA CONTRACTOR REQUIREMENTS
Please answer the following question. If yes please complete this Proposal Form.
Li Yes
In the event of a contract award, does the Respondent intend to make their products and services
available to public agencies in the State of Arizona?
No
In the event the Awarded Supplier desires to pursue public sector opportunities in the State of Arizona, it is important
to understand the requirements for working with those public agencies. The documentation and information contained
in this proposal form are intended to provide the Respondent with documentation that could be relevant to the providing
products & services to public agencies in the State of Arizona. It is the responsibility of the public agency to ensure they
are in compliance with local requirements.
AZ Compliance with Federal and State Requirements
Contractor agrees when working on any federally assisted projects with more than $2,000.00 in labor costs, to comply
with all federal and state requirements, as well as Equal Opportunity Employment requirements and all other federal
and state laws, statutes, etc. Contractor agrees to post wage rates at the work site and submit a copy of their payroll
to the member for their files. Contractor must retain records for three years to allow the federal grantor agency access
to these records, upon demand. Contractor also agrees to comply with the Arizona Executive Order 75-5, as amended
by Executive Order 99-4.
When working on contracts funded with Federal Grant monies, contractor additionally agrees to comply with the
administrative requirements for grants, and cooperative agreements to state, local and federally recognized Indian Tribal
Governments.
AZ compliance with workforce requirements
Pursuant to ARS 41-4401, Contractor and subcontractor(s) warrant their compliance with all federal and state
immigration laws and regulations that relate to their employees, and compliance with ARS 23-214 subsection A, which
states, ..." every employer, after hiring an employee, shall verify the employment eligibility of the employee through the
E-Verify program"
CCOG reserves the right to cancel or suspend the use of any contract for violations of immigration laws and regulations.
CCOG and its members reserve the right to inspect the papers of any contractor or subcontract employee who works
under this contract to ensure compliance with the warranty above.
AZ Contractor Employee Work Eligibility
By entering into this contract, contractor agrees and warrants compliance with A.R.S. 41-4401, A.R.S. 23-214, the
Federal Immigration and Nationality Act (FINA), and all other Federal immigration laws and regulations. CCOG and/or
CCOG members may request verification of compliance from any contractor or sub -contractor performing work under
this contract. CCOG and CCOG members reserve the right to confirm compliance. In the event that CCOG or CCOG
members suspect or find that any contractor or subcontractor is not in compliance, CCOG may pursue any and all
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remedies allowed by law, including but not limited to suspension of work, termination of contract, suspension and/or
debarment of the contractor. All cost associated with any legal action will be the responsibility of the contractor.
AZ Non -Compliance
All federally assisted contracts to members that exceed $10,000.00 may be terminated by the federal grantee for
noncompliance by contractor. In projects that are not federally funded, Respondent must agree to meet any federal,
state or local requirements as necessary. In addition, if compliance with the federal regulations increases the contract
costs
beyond the agreed upon costs in this solicitation, the additional costs may only apply to the portion of the work paid by the
federal grantee.
Registered Sex Offender Restrictions (Arizona)
For work to be performed at an Arizona school, contractor agrees that no employee or employee of a subcontractor who
has been adjudicated to be a registered sex offender will perform work at any time when students are present, or
reasonably expected to be present. Contractor agrees that a violation of this condition shall be considered a material
breach and may result in the cancellation of the purchase order at the CCOG member's discretion. Contractor must
identify any additional costs associated with compliance to this term. If no costs are specified, compliance with this term
will be provided at no additional charge.
Offshore Performance of Work Prohibited
Due to security and identity protection concerns, direct services under this contract shall be performed within the borders
of the United States.
Terrorism Country Divestments: In accordance with A.R.S. 35-392, CCOG and CCOG members are prohibited from
purchasing from a company that is in violation of the Export Administration Act. By entering into the contract, contractor
warrants compliance with the Export Administration Act.
The undersigned hereby accepts and agrees to comply with all statutory compliance and notice requirements listed in this
document.
Does Respondent agree?
Date
(Initials of Authorized Representative)
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n ..,.--A:-- a.L —1---- --ite that MMSGS will review/negotiate these documents as an 1
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all New Jersey requests arise via any resulting GPO contract.
PROPOSAL FORM 17: NEW JERSEY REQUIREMENTS
Please answer the foNowinn question. If yes, complete this Proposal Form.
Does the awarded supplier intend to make their products and services available to public agencies El Ye
in the State of New Jersey? p
In the event the Awarded Supplier desires to pursue public sector opportunities in the State of New Jersey, it is
important to understand the requirements for working with those public agencies. The documentation and
information contained in this proposal form are intended to provide the Respondent with documentation that could
be relevant to the providing products & services to public agencies in the State of New Jersey. It is the responsibility
of the public agency to ensure they are in compliance with local requirements.
New Jersey vendors are also required to comply with the following New Jersey statutes when applicable:
All anti -discrimination laws, including those contained in N.J.S.A. 10:2-1 through N.J.S.A. 10:2-14, N.J.S.A. 10:5-
1, and N.J.S.A. 10:5-31 through 10:5-38.
Compliance with Prevailing Wage Act, N.J.S.A. 34:11-56.26, for all contracts within the contemplation of the
• Act. Compliance with Public Works Contractor Registration Act, N.J.S.A. 34:11-56.26
Bid and Performance Security, as required by the applicable municipal or state statutes.
A. Ownership Disclosure Form (N.J.S. 52:25-24.2)
Pursuant to the requirements of P.L. 1999, Chapter 440 effective April 17, 2000 (Local Public Contracts Law), the Respondent
shall complete the form attached to these specifications listing the persons owning 10 percent (10%) or more of the firm
presenting the proposal.
Company Name:
Street:
City, State, Zip Code:
Complete as appropriate:
I, , certify that I am the sole owner of, that there are no partners and the business is not incorporated, and the provisions of
N.J.S. 52:25-24.2 do not apply.
OR:
I, , a partner in , do hereby certify that the following is a list of all individual partners who own a 10% or greater interest
therein. I further certify that if one (1) or more of the partners is itself a corporation or partnership, there is also set forth the
names and addresses of the stockholders holding 10% or more of that corporation's stock or the individual partners owning
10% or greater interest in that partnership.
OR:
I, , an authorized representative, a corporation, do hereby certify that the following is a list of the names and addresses of all
stockholders in the corporation who own 10% or more of its stock of any class. I further certify that if one (1) or more of such
stockholders is itself a corporation or partnership, that there is also set forth the names and addresses of the stockholders
holding 10% or more of the corporation's stock or the individual partners owning a 10% or greater interest in that partnership.
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(Note: If there are no partners or stockholders owning 10% or more interest, indicate none.)
Name Address Interest
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I further certify that the statements and information contained herein, are complete and correct to the best of my knowledge and belief.
Signature:
Date
41
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Page
B. Non -Collusion Affidavit
Respondent Name:
Street Address:
City, State Zip:
State of New Jersey
County of Insert County name
1, Insert name here. of the Insert name of City in the County of Insert name of County, State of Insert name of State of full age, being duly
sworn according to law on my oath depose and say that:
I am the of the firm of Insert company name. the Respondent making the Proposal for the goods, services or public work specified under
the Harrison Township Board of Education attached proposal, and that 1 executed the said proposal with full authority to do so; that said
Respondent has not directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraint
of free, competitive bidding in connection with the above proposal, and that all statements contained in said bid proposal and in this affidavit
are true and correct, and made with full knowledge that the Harrison Township Board of Education relies upon the truth of the statements
contained in said bid proposal and in the statements contained in this affidavit in awarding the contract for the said goods, services or
public work.
I further warrant that no person or selling agency has been employed or retained to solicit or secure such contract upon an agreement or
understanding for a commission, percentage, brokerage or contingent fee, except bona fide employees or bona fide established
commercial or selling agencies maintained by
Authorized signature:
Job Title:
Insert job title here.
Subscribed and sworn before me
this day of 20
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Notary Public of New Jersey
My commission expires 20
SEAL
C. Affirmative Action Affidavit (P.L. 1975. C.12
Company Name: Street Address:
City, State, Zip Code:
Bid Proposal Certification:
Indicate below your compliance with New Jersey Affirmative Action regulations. Your proposal will be accepted even if you are not in
compliance at this time. No contract and/or purchase order may be issued, however, until all Affirmative Action requirements are met.
Required Affirmative Action Evidence:
Procurement, Professional & Service Contracts (Exhibit A)
Suppliers must submit with proposal:
1. A photocopy of their Federal Letter of Affirmative Action Plan Approval
OR
2. A photo copy of their Certificate of Employee Information Report OR
3. A complete Affirmative Action Employee Information Report (AA302)
Public Work — Over $50,000 Total Project Cost:
Oft approved Federal or New Jersey Affirmative Action Plan. We will complete Report Form AA201-A upon receipt from the Harrison
Township Board of Education
LJApproved Federal or New Jersey Plan — certificate enclosed
I further certify that the statements and information contained herein, are complete and correct to the best of my knowledge and belief.
Authorized Signature:
Title of Signatory:
Date:
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P.L. 1995, c. 127 (N.J.A.C. 17:27)
MANDATORYAFFIRMATIVE ACTION LANGUAGE
PROCUREMENT, PROFESSIONAL AND SERVICE CONTRACTS
During the performance of this contract, the contractor agrees as follows:
The contractor or subcontractor, where applicable, will not discriminate against any employee or applicant for employment because of age,
race, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation. The contractor will take affirmative action
to ensure that such applicants are recruited and employed, and that employees are treated during employment, without r egard to their
age, race, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation. Such action shall include, but not be
limited to the following: employment, upgrading, demotion, or transfer; recruitment or recruitment
advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The contractor agrees
to post in conspicuous places, available to employees and applicants for employment, notices to be provided by the Public Agency Compliance
Officer setting forth provisions of this non-discrimination clause.
The contractor or subcontractor, where applicable will, in all solicitations or advertisement for employees placed by or on behalf of the contractor,
state that all qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry,
marital status, sex, affectional or sexual orientation.
The contractor or subcontractor, where applicable, will send to each labor union or representative of workers with which it h as a collective
bargaining agreement or other contract or understanding, a notice, to be provided by the agency contracting officer advising the labor union or
workers' representative of the contractor's commitments under this act and shall post copies of the notice in conspi cuous places available to
employees and applicants for employment.
The contractor or subcontractor, where applicable, agrees to comply with any regulations promulgated by the Treasurer pursuant to P.L. 1975, c.
127, as amended and supplemented from time to time and the Americans with Disabilities Act.
The contractor or subcontractor agrees to attempt in good faith to employ minority and female workers trade consistent with t he applicable
county employment goal prescribed by N.J.A.C. 17:27 -5.2 promulgated by the Treasurer pursuant to P.L. 1975, C.127, as amended and
supplemented from time to time or in accordance with a binding determination of the applicable county employment goals determined by the
Affirmative
Action Office pursuant to N.J.A.C. 17:27-5.2 promulgated by the Treasurer pursuant to P.L. 1975, C.127, as amended and supplemented from
time to time.
The contractor or subcontractor agrees to inform in writing appropriate recruitment agencies in the area, including employmen t agencies,
placement bureaus, colleges, universities, labor unions, that it does not discriminate on the basis of age, creed, color, national origin, ancestry,
marital status, sex, affectional or sexual orientation, and that it will discontinue the use of an y recruitment agency which engages in direct or
indirect discriminatory practices.
The contractor or subcontractor agrees to revise any of it testing procedures, if necessary, to assure that all personnel tes ting conforms with the
principles of job -related testing, as established by the statutes and court decisions of the state of New Jersey and as established by applicable
Federal law and applicable Federal court decisions.
The contractor or subcontractor agrees to review all procedures relating to transfer, upgrading, downgrading and lay -off to ensure that all such
actions are taken without regard to age, creed, color, national origin, ancestry, marital status, sex, affectio nal or sexual orientation, and conform
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with the applicable employment goals, consistent with the statutes and court decisions of the State of New Jersey, and applicable Federal law and
applicable Federal court decisions.
The contractor and its subcontractors shall furnish such reports or other documents to the Affirmative Action Office as may b e requested by the
office from time to time in order to carry out the purposes of these regulations, and public agencies shall furnish such information as may be
requested by the Affirmative Action Office for conducting a compliance investigation pursuant to Subchapter 10 of the Administrative Code (NJAC
17:27).
Signature of Procurement Agent
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D. C. 271 Political Contribution Disclosure Form
PUBLIC AGENCY INSTRUCTIONS
This page provides guidance to public agencies entering into contracts with business entities that are required to file Political Contribution
Disclosure forms with the agency. It is not intended to be provided to contractors. What follows are instructions on the use of form local
units can provide to contractors that are required to disclose political contributions pursuant to N.J.S.A. 19:44A-20.26
(P.L. 2005, c. 271, s.2). Additional information is available in Local Finance Notice 2006-1
(https://www.ni.gov/dca/divisions/dlgs/resources/Ifns 2006.html)_
1. The disclosure is required for all contracts in excess of $17,500 that are not awarded pursuant to a "fair and open" process (N.J.S.A.
19:44A-20.7).
2. Due to the potential length of some contractor submissions, the public agency should consider allowing data to be submitted in electronic
form (i.e., spreadsheet, pdf file, etc.). Submissions must be kept with the contract documents or in an appropriate computer file and be
available for public access. The form is worded to accept this alternate submission. The text should be amended if electronic
submission will not be allowed.
3. The submission must be received from the contractor and on file at least 10 days prior to award of the contract. Resolutions of
award should reflect that the disclosure has been received and is on file.
4. The contractor must disclose contributions made to candidate and party committees covering a wide range of public agencies, including
all public agencies that have elected officials in the county of the public agency, state legislative positions, an d various state entities.
The Division of Local Government Services recommends that contractors be provided a list of the affected agencies. This will assist
contractors in determining the campaign and political committees of the officials and candidates affected by the disclosure.
a) The Division has prepared model disclosure forms for each county. They can be downloaded from the "County PCD Forms"
link on the Pay -to -Play web site at httos://www.state.ni.us/dca/divisions/digs/programs/oav 2 olay.html They will be updated
from time -to -time as necessary.
b) A public agency using these forms should edit them to properly reflect the correct legislative district(s). As the forms
are county -based, they list all legislative districts in each county. Districts that do not represent the public agency
should be removed from the lists.
c) Some contractors may find it easier to provide a single list that covers all contributions, regardless of the county. These
submissions are appropriate and should be accepted.
d) The form may be used "as -is", subject to edits as described herein.
e) The "Contractor Instructions" sheet is intended to be provided with the form. It is recommended that the Instructions and the
form be printed on the same piece of paper. The form notes that the Instructions are printed on the back of the form; where
that is not the case, the text should be edited accordingly.
f) The form is a Word document and can be edited to meet local needs, and posted for download on web sites, used as an email
attachment, or provided as a printed document.
5. It is recommended that the contractor also complete a "Stockholder Disclosure Certification." This will assist the local unit in its obligation
to ensure that contractor did not make any prohibited contributions to the committees listed on the Business Entity Disclosure
Certification in the 12 months prior to the contract. (See Local Finance Notice 2006-7 for additional information on this obligation) A
sample Certification form is part of this package and the instruction to complete it is included in the Contractor Instructions.
NOTE: This section is not applicable to Boards of Education.
CONTRACTOR INSTRUCTIONS
Business entities (contractors) receiving contracts from a public agency in the state of New Jersey that are NOT awarded pursuant to a "fair and
open" process (defined at N.J.S.A. 19:44A-20.7) are subject to the provisions of P.L. 2005, c. 271, s.2 (N.J.S.A. 19:44A-20.26). This law
_ provides that 10 days prior to the award of such a contract, the contractor shall disclose contributions to:
f any State, county, or municipal committee of a political party any
legislative leadership committee'
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ai iy continuing
political committee (a.k.a., political action committee) any candidate committee of a
candidate for, or holder of, an elective office:
o of the public entity awarding the contract o of that county in which that public entity is located o of another public entity within that
county o or of a legislative district in which that public entity is located or, when the public entity is a county, of any legislativ e district
which includes all or part of the county. The disclosure must list reportable contributions to any of the committees that exceed $300 per
election cycle that were made during the 12 months prior to award of the contract. See N.J.S.A. 19:44A-8 and 19:44A-16 for more details
on reportable contributions.
N.J.S.A. 19:44A-20.26 itemizes the parties from whom contributions must be disclosed when a business entity is not a natural person. This
includes the following:
individuals with an "interest" ownership or control of more than 10% of the profits or assets of a business entity or 10% of the stock in the
case of a business entity that is a corporation for profit
F all principals, partners, officers, or directors of the business entity or their spouses any
r subsidiaries directly or indirectly controlled by the business entity
IRS Code Section 527 New Jersey based organizations, directly or indirectly controlled by the business entity and filing as continuing political
committees, (PACs). When the business entity is a natural person, "a contribution by that person's spous a or child, residing therewith, shall
be deemed to be a contribution by the business entity." [ N.J.S.A. 19:44A-20.26(b)] The contributor must be listed on the disclosure. Any
business entity that fails to comply with the disclosure provisions shall be subject to a fine imposed by ELEC in an amount to be determined
by the Commission which may be based upon the amount that the business entity failed to report. The enclosed list of agencies is provided
to assist the contractor in identifying those public agenc ies whose elected official and/or candidate campaign committees are affected by
the disclosure requirement. It is the contractor's responsibility to identify the specific committees to which contributions may have been
made and need to be disclosed. The disclosed information may exceed the minimum requirement. The enclosed form, a content -consistent
facsimile, or an electronic data file containing the required details (along with a signed cover sheet) may be used as the contractor's
submission and is disclosable to the public under the Open Public Records Act. The contractor must also complete the attached Stockholder
Disclosure Certification. This will assist the agency in meeting its obligations under the law.
NOTE: This section does not apply to Board of Education contracts.
I N.J.S.A. 19:44A-3(s): "The term "legislative leadership committee" means a committee established, authorized to be established, or designated
by the President of the Senate, the Minority Leader of the Senate, the Speaker of the General Assembly or the Mino rity Leader of the General
Assembly pursuant to section 16 of P.L.1993, c.65 (C.19:44A-10.1) for the purpose of receiving contributions and making expenditures."
C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
Required Pursuant To N.J.S.A. 19:44A-20.26
This form or its permitted facsimile must be submitted to the local unit no later than 10 days prior to the award of the
contract.
Part I — Vendor Information
Vendor Name:
Address:
Cit State: Zip:
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The undersigned being authorized to certify, hereby certifies that the submission provided herein represents compliance with the provisions of
N.J.S.A. 19:44A-20.26 and as represented by the Instructions accompanying this form.
Signature of Vendor
Part II — Contribution Disclosure
Printed Name
Disclosure requirement: Pursuant to N.J.S.A. 19:44A-20.26 this disclosure must include all reportable political contributions (more than $300
per election cycle) over the 12 months prior to submission to the committees of the government entities listed on the fo rm provided by the
local unit.
❑ Check here if disclosure is provided in electronic form.
Contributor Name
Recipient Name
Date
Dollar Amount
LI Check here if the information is continued on subsequent page(s)
Continuation Page
C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM
Required Pursuant To N.J.S.A. 19:44A-20.26
Page of
Vendor Name:
Contributor Name Recipient Name Date Dollar Amount
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❑ Check here if the information is continued on subsequent paqe(s)
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List of Agencies with Elected Officials Required for Political Contribution
Disclosure N.I.S.A. 19:44A-20.26 County Name:
State: Governor, and Legislative Leadership Committees Legislative
District #s:
State Senator and two members of the General Assembly per district.
County:
Freeholders County Clerk Sheriff
{County Executive} Surrogate
Municipalities (Mayor and members of governing body, regardless of title):
USERS SHOULD CREATE THEIR OWN FORM, OR DOWNLOAD FROM WWW.NJ.GOV/DCA/LGS/P2P A COUNTY -BASED,
CUSTOMIZABLE FORM.
E. Stockholder Disclosure Certification
Name of Business:
❑ I certify that the list below contains the names and home addresses of all stockholders holding 10% or more of the issued and
outstanding stock of the undersigned.
OR
❑ I certify that no one stockholder owns 10% or more of the issued and outstanding stock of the undersigned.
Check the box that represents the type of business organization:
❑ Partnership
❑ Corporation
❑ Sole Proprietorship
Limited Partnership
Limited Liability Corporation Limited
❑ Liability Partnership
Subchapter S Corporation
Sign and notarize the form below, and, if necessary, complete the stockholder list below.
Name: Stockholder Name
Home Address:
Home Address
Name: Stockholder Name
Page 1 46
Name: Stockholder Name
Home Address:
Home Address
Name: Stockholder Name
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3wckholders:
Home Address:
Home Address
Name: Stockholder Name
Home Address:
Home Address
Home Address:
Home Address
Name: Stockholder Name
Home Address:
Home Address
Subscribed and sworn before me this day of
2- (Affiant )
(Notary Public)
My Commission expires:
(Print name & title of affiant)
(Corporate Sea I)
(The rest of this page is intentionally left blank)
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PROPOSAL FORM 18: GENERAL TERMS AND CONDITIONS ACCEPTANCE FORM
Check one of the following responses to the General Terms and Conditions in this solicitation, including the
Master Agreement:
❑ We take no exceptions/deviations to the general terms and conditions. (Note: If none are listed below, it is
understood that no exceptions/deviations are taken.)
® We take the following exceptions/deviations to the general terms and conditions. All exceptions/deviations must
be clearly explained. Reference the corresponding general terms and conditions that you are taking
exceptions/deviations to. Clearly state if you are adding additions terms and conditions to the general terms and
conditions. Provide details on your exceptions/deviations below:
(Note: Unacceptable exceptions shall remove your proposal from consideration for award. CCOG shall be the
sole judge on the acceptance of exceptions/deviations and the decision shall be final.)
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Docusign Envelope ID: C1DEOA20-2A58-4412-B24B-DFD3CF0498B4
MSKESSON
E x h i b i t A C C O G
E q u a 1 i s R F P # C O G
2 1 6 7 G e n e r a l
C l a r i f i c a t i o n
MMSGS will not be using subcontractors for purposes of fulfilling this solicitation. MMSGS does not
consider as subcontractors third parry carriers or suppliers engaged for the purpose of providing delivery of
products to MMSGS's customers generally. Additionally, as the products in MMSGS's proposal are Commercial
Off the Shelf (COTS) and already shipped to a wide variety of customers, MMSGS believes that its commercial
shipping practices can achieve the Government's desired results while allowing for increased efficiencies.
PROPOSAL FORM 4: CERTIFICATIONS AND LICENSES
McKesson Medical -Surgical, which is the immediate parent of MMSGS and whose distribution centers
would support any resulting contract, hold licenses and/or certifications that allow us to ship product across our
geographic reach. MMSGS also carries various state/city/county business licenses and certificates of good
standing.
All McKesson Medical -Surgical distribution centers are licensed as full -service wholesalers which
allows them to buy, store, sell, and ship medical surgical products and pharmaceuticals. MMSGS is a virtual
wholesaler and is licensed to buy and sell medical -surgical products and pharmaceuticals.
McKesson Medical -Surgical and MMSGS hold upwards of 2,000 licenses and certification and can provide any
required licenses and certifications upon request, if awarded.
PROPOSAL FORM 7: DEALER, RESELLER, AND DISTRIBUTOR AUTHORIZATION
At this time, MMSGS will serve as the single point of sale. MMSGS, if awarded, and as opportunities
arise, may work with Equalis to permit authorized distributors, dealers, or resellers.
PROPOSAL FORM 8: MANDATORY SUPPLIER & PROPOSAL CERTIFICATIONS
Regarding the last paragraph concerning proposal pricing, please note that for the purposes of this bid
and the resulting Contract, list price, which MMSGS refers to as its, for all products and services within our
catalog offering. While the discount proposed off of the GLP remains fixed, GLP changes twice per year
(typically February 1 and August 1) and on rare, off -cycle bases at its discretion. As such, MMSGS clarifies that
it is not "a firm fixed price structure" as referenced in the last paragraph of Proposal Form 8.
PROPOSAL FORM 14: FEDERAL FUNDS CERTIFICATION FORMS
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MMSGS understands that the scope of work underlying any resulting contracting would be for
commercially off the shelf goods. Should the work implicate certain clauses in this section, such as performing
construction services, MMSGS will comply with such.
McKesson Medical -Surgical Government Solutions LLC
9954 Mayland Drive, Suite 5176
Henrico, VA 23233
www.mckesson.com
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MCKESSON
Regarding Section 11 — Profit as a Separate Element of Price, MMSGS understands this not to apply
because 2 C.F.R. 200.324(b), Contract Cost and Price, does not require negotiation of profit as a separate element
of price, but will revisit with members depending on the facts and circumstances.
PROPOSAL FORM 16: ARIZONA CONTRACTOR REQUIREMENTS
Regarding the Arizona Contractor Requirements, please note that MMSGS will review/negotiate these
documents as any/all Arizona requests arise via any resulting GPO contract.
PROPOSAL FORM 17: NEW JERSEY REQUIREMENTS
Regarding the New Jersey Requirements, please note that MMSGS will review/negotiate these
documents as any/all New Jersey requests arise via any resulting GPO contract.
McKesson Medical -Surgical Government Solutions LLC
9954 Mayland Drive, Suite 5176
Henrico, VA 23233
www.mckesson.com
I Page 2 of 4
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PROPOSAL FORM 19: EQUALIS GROUP ADMINISTRATION AGREEMENT DECLARATION
Attachment A - Sample Administration Agreement of this solicitation is for reference only. Contracting
with Egualis Group and the Winning Supplier will occur after contract award.
Execution of the Administration Agreement is required for the Master Agreement to be administered by Equalis Group.
Attachment A - Sample Administration Agreement defines i) the roles and responsibilities of both parties relating to
marketing and selling the Program to current and prospective Members, and ii) the financial terms between Equalis
Group and Winning Supplier.
Redli_ned conies of this agreement should not be submitted with the response. Should a Respondent be
recommended for award, this agreement will be negotiated and executed between Equalis Group and the Respondent.
Respondents must select one of the following options for submitting their response.
Respondent agrees to all terms and conditions in Attachment A - Sample Administration Agreement.
® Respondent wishes to negotiate directly with Equalis Group on terms and conditions in the Sample Administration
Agreement. Negotiations will commence with Equalis Group after CCOG has completed the contract award.
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PROPOSAL FORM 20: MASTER AGREEMENT SIGNATURE FORM
RESPONDENTS MUST SUBMIT THIS FORM COMPLETED AND SIGNED WITH THEIR RESPONSE
TO BE CONSIDERED FOR AWARD. RESPONDENTS WHO FAIL TO DO SO WILL BE DETERMINED
UNRESPONSIVE AND WILL NO LONGER BE CONSIDERED FOR AWARD.
The undersigned hereby proposes and agrees to furnish Products & Services in strict compliance with the terms,
specifications, and conditions contained within this RFP and the Master Agreement at the prices proposed within the
submitted proposal unless noted in writing. The undersigned further certifies that he/she is an officer of the company and
has authority to negotiate and bind the company named below and has not prepared this proposal in collusion with any
other Respondent and that the contents of this proposal as to prices, terms or conditions of said proposal have not been
communicated by the undersigned nor by any employee or agent to any person engaged in this type of business prior to
the official opening of this proposal.
Initial Term of the Master Agreement
Contract Effective Date: November 1, 2025
Contract Expiration Date: October 31, 2029
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Contract Number: COG-2167B
(Note: Contract Number will be applied prior to CCOG and Equalis Group countersigning.)
Equalis Group, LLC.
5540 Granite Parkway, Suite 200 Plano,
The Cooperative Council of Texas 75024
Governments, Inc.
6001 Cochran Road, Suite 333 1491
Cleveland, Ohio 44139 By: Eii, Merkle(Dec 12, 202510: d0- OF, CST)
Name: Frig MPrkla
By:
r As: EVP, Procurement & Operations
Dec 12, 2025
Name: Seth Cales
Company Name McKesson Medical -Surgical Government Solutions LLC
Address 9954 Mayland Dr, Suite 5176
City/State/Zip Henrico, VA 23233-1484
Phone Number 833-343-2700
Email Address governement.bids@rnckesson.com
Printed Name Margaret Donnell
Job Title SVP, Enterprise Sales
Signed by:
Authorized Signature A4. binana
1 E5B29AF463D434...
As: CCOG Board President Date:
Date: Dec 12, 2025
Page 150
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Agreement - McKesson & CCOG (Master - Med
S u rg 2026) - 2025.11.01
Final Audit Report 2025-12-12
Created: 2025-12-12
By: David Robbins(drobbins@equalisgroup.org)
Status: Signed
Transaction ID: CBJCHBCAABAAfXhYhnvXwsXQMRx4NMPv48B66Yhlvj8s
"Agreement - McKesson & CCOG (Master - Med Surg 2026) - 2
025.11.01 " History
Document created by David Robbins (drobbins@equalisgroup.org)
2025-12-12 - 4:21:41 PM GMT
Document emailed to Eric Merkle (emerkle@equalisgroup.org) for signature
2025-12-12 - 4:21:56 PM GMT
Document emailed to Seth Cales (seth.cales@kenstonapps.org) for signature
2025-12-12 - 4:21:57 PM GMT
Email viewed by Seth Cales (seth.cales@kenstonapps.org)
2025-12-12 - 4:25:22 PM GMT
Email viewed by Eric Merkle (emerkle@equalisgroup.org)
2025-12-12 - 4:39:40 PM GMT
Document e-signed by Eric Merkle (emerkle@equalisgroup.org)
Signature Date: 2025-12-12 - 4:40:08 PM GMT - Time Source: server
Document e-signed by Seth Cales (seth.cales@kenstonapps.org)
Signature Date: 2025-12-12 - 9:26:10 PM GMT - Time Source: server
Agreement completed.
2025-12-12 - 9:26:10 PM GMT
N Adobe Acrobat Sign
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EXHIBIT C
CONFLICT OF INTEREST QUESTIONNAIRE FORM CIQ
For vendor doing business with local governmental entity
This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session.
OFFICE USE ONLY
This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who
Date Received
has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the
vendor meets requirements under Section 176.006(a).
By law this questionnaire must be filed with the records administrator of the local governmental entity not later
than the 7th business day after the date the vendor becomes aware of facts that require the statement to be
filed. See Section 176.006(a-1), Local Government Code.
A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An
offense under this section is a misdemeanor.
.1J Name of vendor who has a business relationship with local governmental entity.
McKesson Medical -Surgical Government Solutions LLC
2
❑ Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated
completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which
you became aware that the originally filed questionnaire was incomplete or inaccurate.)
3 Name of local government officer about whom the information is being disclosed.
N/A
Name of Officer
4 Describe each employment or other business relationship with the local government officer, or a family member of the
officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer.
Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form
CIO as necessary.
A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income,
other than investment income, from the vendor?
Yes F-1 No
B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction
of the local government officer or a family member of the officer AND the taxable income is not received from the
local governmental entity?
Yes F-1 No
5 Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or
other business entity with respect to which the local government officer serves as an officer or director, or holds an
ownership interest of one percent or more.
6
❑ Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts
as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1).
7
S,,igned be�y:,'
/' �!!�
' rvoU.O��t 4/15/2026
C3FF3C774F604EB...
z5ignature or venaor aoing business with the governmental entity Date
Form provided by Texas Ethics Commission page+28tafs1s20a.tx.us Revised 1/1/2021
Docusign Envelope ID: FE24B3F9-37B0-4C91-9DF1-2C2476B482D4
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
A complete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/
Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form.
Local Government Code § 176.001(1-a): 'Business relationship" means a connection between two or more parties
based on commercial activity of one of the parties. The term does not include a connection based on:
(A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an
agency of a federal, state, or local governmental entity;
(B) a transaction conducted at a price and subject to terms available to the public; or
(C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and
that is subject to regular examination by, and reporting to, that agency.
Local Government Code § 176.003(a)(2)(A) and (B):
(a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if:
(2) the vendor:
(A) has an employment or other business relationship with the local government officer or a
family member of the officer that results in the officer or family member receiving taxable
income, other than investment income, that exceeds $2,500 during the 12-month period
preceding the date that the officer becomes aware that
(i) a contract between the local governmental entity and vendor has been executed;
or
(ii) the local governmental entity is considering entering into a contract with the
vendor;
(B) has given to the local government officer or a family member of the officer one or more gifts
that have an aggregate value of more than $100 in the 12-month period preceding the date the
officer becomes aware that:
(i) a contract between the local governmental entity and vendor has been executed; or
(ii) the local governmental entity is considering entering into a contract with the vendor.
Local Government Code § 176.006(a) and (a-1)
(a) Avendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship
with a local governmental entity and:
(1) has an employment or other business relationship with a local government officer of that local
governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A);
(2) has given a local government officer of that local governmental entity, or a family member of the
officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any
gift described by Section 176.003(a-1); or
(3) has a family relationship with a local government officer of that local governmental entity.
(a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator
not later than the seventh business day after the later of:
(1) the date that the vendor:
(A) begins discussions or negotiations to enter into a contract with the local governmental
entity; or
(B) submits to the local governmental entity an application, response to a request for proposals
or bids, correspondence, or another writing related to a potential contract with the local
governmental entity; or
(2) the date the vendor becomes aware:
(A) of an employment or other business relationship with a local government officer, or a
family member of the officer, described by Subsection (a);
(B) that the vendor has given one or more gifts described by Subsection (a); or
(C) of a family relationship with a local government officer.
Form provided by Texas Ethics Commission page+2%tofs1s2Va.tx.us Revised 1/1/2021
FORT WORTH.
i
City Secretary's Office
Contract Routing & Transmittal Slip
Contractor's Name: Mckesson Medical Surgical Government Solutions, LLC
Subject of the Agreement:
Cooperative Purchase Agreement with Mckesson Medical Surgical Government Solutions, LLC
M&C Approved by the Council? * Yes ❑ No M
If so, the M&C must be attached to the contract.
Is this an Amendment to an Existing contract? Yes ❑ No 0
If so, provide the original contract number and the amendment number.
Is the Contract "Permanent"? *Yes ❑ No 0
If unsure, see backpage for permanent contract listing.
Is this entire contract Confidential? *Yes ❑ No 0 If only specific information is
Confidential, please list what information is Confidential and the page it is located.
Effective Date: Date signed by the Sr.Purchasing Manager Expiration Date:
If different from the approval date.
October 31, 2027
If applicable.
Is a 1295 Form required? * Yes ❑ No ❑
*If so, please ensure it is attached to the approving M&C or attached to the contract.
Project Number: If applicable.
*Did you include a Text field on the contract to add the City Secretary Contract (CSC)
number? Yes 0 No ❑
Contracts need to be routed for CSO processing in the followingorder:
rder:
1. Katherine Cenicola (Approver)
2. Jannette S. Goodall (Signer)
3. Allison Tidwell (Form Filler)
*Indicates the information is required and if the information is not provided, the contract will be
returned to the department.