020923-TER
Solicitation Number: 020923
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN
56479 (Sourcewell) and Terex USA, LLC, 20021 120th Ave. NE, Bothell, WA 98011 (Supplier).
Sourcewell is a State of Minnesota local government unit and service cooperative created
under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers
cooperative procurement solutions to government entities. Participation is open to eligible
federal, state/province, and municipal governmental entities, higher education, K-12 education,
nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Portable Construction Equipment with Related
Accessories and Attachments from which Supplier was awarded a contract.
Supplier desires to contract with Sourcewell to provide equipment, products, or services to
Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts
(Participating Entities).
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
B. EXPIRATION DATE AND EXTENSION. This Contract expires April 20, 2027, unless it is
cancelled sooner pursuant to Article 22. This Contract may be extended one additional year
upon the request of Sourcewell and written agreement by Supplier.
C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all
payment obligations incurred prior to expiration or termination will survive, as will the
following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All
other rights will cease upon expiration or termination of this Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or
Services as stated in its Proposal submitted under the Solicitation Number listed above.
Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated
into this Contract.
Rev. 3/2022 1
020923-TER
All Equipment and Products provided under this Contract must be new and the current model.
Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated
in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance,
Equipment or Products must be delivered as operational to the Participating Entity’s site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated,
sales and sales volume are not guaranteed.
B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free
from liens and encumbrances, and are free from defects in design, materials, and workmanship.
In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will
perform in accordance with the ordinary use for which they are intended. Supplier’s dealers
and distributors must agree to assist the Participating Entity in reaching a resolution in any
dispute over warranty terms with the manufacturer. Supplier’s Limited Product Warranty
shall apply to all Equipment, Products and Services provided.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout
the Contract term, Supplier must provide to Sourcewell a current means to validate or
authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment,
Products, and Services offered under this Contract, which will be incorporated into this
Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most
current information.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price
stated in Supplier’s Proposal.
When providing pricing quotes to Participating Entities, all pricing quoted must reflect a
Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered
Equipment, Products, and Services that are operational for their intended purpose, and
includes all costs to the Participating Entity’s requested delivery location.
Regardless of the payment method chosen by the Participating Entity, the total cost associated
with any purchase option of the Equipment, Products, or Services must always be disclosed in
the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly
packaged. Damaged Equipment and Products may be rejected. If the damage is not readily
apparent at the time of delivery, Supplier must permit the Equipment and Products to be
returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
Participating Entities reserve the right to inspect the Equipment and Products within ten (10)
Rev. 3/2022 2
020923-TER
days after delivery where circumstances or conditions prevent effective inspection of the
Equipment and Products at the time of delivery. In the event of the delivery of nonconforming
Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and
the Supplier will repair or replace nonconforming Equipment and Products with conforming
Equipment and Products that are acceptable to the Participating Entity.
Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive
in a defective or inoperable condition.
Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally
delivers substandard or inferior Equipment or Products.
B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax-
exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax-
exempt entity.
C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection
of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to
Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed
from the Hot List at any time through a Sourcewell Price and Product Change Form as defined
in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and
discontinued Equipment and Products as long as those close-out and discontinued items are
clearly identified as such. Current ordering process and administrative fees apply. Hot List
Pricing must be published and made available to all Participating Entities.
4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any
time. All requests must be made in writing by submitting a signed Sourcewell Price and Product
Change Request Form to the assigned Sourcewell Supplier Development Administrator. This
approved form is available from the assigned Sourcewell Supplier Development Administrator.
At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change;
x Individually list all Equipment, Products, or Services affected by the requested change,
along with the requested change (e.g., addition, deletion, price change); and
Rev. 3/2022 3
020923-TER
x Include a complete restatement of pricing documentation in Microsoft Excel with the
effective date of the modified pricing, or product addition or deletion. The new pricing
restatement must include all Equipment, Products, and Services offered, even for those
items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Request Form will become an amendment
to this Contract and will be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and
nonprofit entities across the United States and Canada; such as federal, state/province,
municipal, K-12 and higher education, tribal government, and other public entities.
The benefits of this Contract should be available to all Participating Entities that can legally
access the Equipment, Products, or Services under this Contract. A Participating Entity’s
authority to access this Contract is determined through its cooperative purchasing, interlocal,
or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service
Member of Sourcewell during such time of access. Supplier understands that a Participating
Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating
Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use
eligibility requirements and documentation and will encourage potential participating entities
to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its
roster during the term of this Contract.
B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at government-
owned facilities, including schools. Supplier’s employees and agents must conduct themselves
in a professional manner while on the premises, and in accordance with Participating Entity
policies and procedures, and all applicable laws.
6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under
this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this
Contract; however, order flow and procedure will be developed jointly between Sourcewell and
Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized
subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it
may use its own forms, but the purchase order should clearly note the applicable Sourcewell
contract number. All Participating Entity orders under this Contract must be issued prior to
expiration or cancellation of this Contract; however, Supplier performance, Participating Entity
Rev. 3/2022 4
020923-TER
payment obligations, and any applicable warranty periods or other Supplier or Participating
Entity obligations may extend beyond the term of this Contract.
Supplier’s acceptable forms of payment are included in its attached Proposal. Participating
Entities will be solely responsible for payment and Sourcewell will have no liability for any
unpaid invoice of any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and
conditions to a purchase order, or other required transaction documentation, may be
negotiated between a Participating Entity and Supplier, such as job or industry-specific
requirements, legal requirements (e.g., affirmative action or immigration status requirements),
or specific local policy requirements. Some Participating Entities may require the use of a
Participating Addendum, the terms of which will be negotiated directly between the
Participating Entity and the Supplier or its authorized dealers, distributors, or resellers, as
applicable. Any negotiated additional terms and conditions must never be less favorable to the
Participating Entity than what is contained in this Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires
service or specialized performance requirements not addressed in this Contract (such as e-
commerce specifications, specialized delivery requirements, or other specifications and
requirements), the Participating Entity and the Supplier may enter into a separate, standalone
agreement, apart from this Contract. Sourcewell, including its agents and employees, will not
be made a party to a claim for breach of such agreement.
D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or
in part, immediately upon notice to Supplier in the event of any of the following events:
1. The Participating Entity fails to receive funding or appropriation from its governing body
at levels sufficient to pay for the equipment, products, or services to be purchased; or
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the
Participating Entity’s requirements.
E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a
Participating Entity’s order will be determined by the Participating Entity making the purchase.
7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to
Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is
changed. The Account Representative will be responsible for:
x Maintenance and management of this Contract;
Rev. 3/2022 5
020923-TER
x Timely response to all Sourcewell and Participating Entity inquiries; and
x Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with
Sourcewell per contract year. The business review will cover sales to Participating Entities,
pricing and contract terms, administrative fees, sales data reports, performance issues, supply
issues, customer issues, and any other necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT
A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a
contract sales activity report (Report) to the Sourcewell Supplier Development Administrator
assigned to this Contract. Reports are due no later than 45 days after the end of each calendar
quarter. A Report must be provided regardless of the number or amount of sales during that
quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were
made).
The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department);
x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number;
x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell,
the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and
Services provided to Participating Entities. The Administrative Fee must be included in, and not
added to, the pricing. Supplier may not charge Participating Entities more than the contracted
price to offset the Administrative Fee.
The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated
in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased
by Participating Entities under this Contract during each calendar quarter. Payments should
Rev. 3/2022 6
020923-TER
note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be
mailed to the address above “Attn: Accounts Receivable” or remitted electronically to
Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments
must be received no later than 45 calendar days after the end of each calendar quarter.
Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to
ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell
reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in
any subsequent solicitation. In the event this Contract is cancelled by either party prior to the
Contract’s expiration date, the administrative fee payment will be due no more than 30 days
from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If
Supplier’s Authorized Representative changes at any time during this Contract, Supplier must
promptly notify Sourcewell in writing.
10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE
A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records,
documents, and accounting procedures and practices relevant to this Contract are subject to
examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the
end of this Contract. This clause extends to Participating Entities as it relates to business
conducted by that Participating Entity under this Contract.
B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under
this Contract without the prior written consent of the other party and a fully executed
assignment agreement. Such consent will not be unreasonably withheld. Any prohibited
assignment will be invalid.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective
until it has been duly executed by the parties.
D. WAIVER. Failure by either party to take action or assert any right under this Contract will
not be deemed a waiver of such right in the event of the continuation or repetition of the
circumstances giving rise to such right. Any such waiver must be in writing and signed by the
parties.
Rev. 3/2022 7
020923-TER
E. CONTRACT COMPLETE. This Contract represents the complete agreement between the
parties. No other understanding regarding this Contract, whether written or oral, may be used
to bind either party. For any conflict between the attached Proposal and the terms set out in
Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent
contractors, each free to exercise judgment and discretion with regard to the conduct of their
respective businesses. This Contract does not create a partnership, joint venture, or any other
relationship such as master-servant, or principal-agent.
11. INDEMNITY AND HOLD HARMLESS
Except to the extent of the negligence or willful misconduct of the respective indemnitee,
Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities,
including their agents and employees, harmless from any claims or causes of action, including
attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any act or
omission in the performance of this Contract by the Supplier or its agents or employees; this
indemnification includes injury or death to person(s) or property alleged to have been caused
by some defect in the Equipment, Products, or Services under this Contract to the extent the
Equipment, Product, or Service has been used according to its specifications. Sourcewell’s
responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota
Statutes Chapter 466) and other applicable law. No party shall be liable hereunder for
incidental, indirect, or consequential damages, even if advised of the possibility thereof.
12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act,
Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell
under this Contract and as it applies to all data created, collected, received, maintained, or
disseminated by the Supplier under this Contract.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT
A. INTELLECTUAL PROPERTY
1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and
license to use the trademark(s) provided to Supplier by Sourcewell in advertising and
promotional materials for the purpose of marketing Sourcewell’s relationship with
Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and
license to use Supplier’s trademarks in advertising and promotional materials for the
purpose of marketing Supplier’s relationship with Sourcewell.
Rev. 3/2022 8
020923-TER
2. Limited Right of Sublicense. The right and license granted herein includes a limited right
of each party to grant sublicenses to their respective subsidiaries, distributors, dealers,
resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in
advertising and promotional materials for the purpose of marketing the Parties’ relationship
to Participating Entities. Any sublicense granted will be subject to the terms and conditions
of this Article. Each party will be responsible for any breach of this Article by any of their
respective sublicensees.
3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided
and must comply with removal requests as to specific uses of its trademarks or
logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the
other party’s trademarks only in good faith and in a dignified manner consistent with
such party’s use of the trademarks. Upon written notice to the breaching party, the
breaching party has 30 days of the date of the written notice to cure the breach or
the license will be terminated.
4. Termination. Upon the termination of this Contract for any reason, each party, including
Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites,
and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed
catalog of suppliers which may be used until the next printing). Supplier must return all
marketing and promotional materials, including signage, provided by Sourcewell, or dispose
of it according to Sourcewell’s written directions.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released
without prior written approval from the Authorized Representatives. Publicity includes notices,
informational pamphlets, press releases, research, reports, signs, and similar public notices
prepared by or for the Supplier individually or jointly with others, or any subcontractors, with
respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be
approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development
Administrator assigned to this Contract.
D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment,
Products, or Services.
Rev. 3/2022 9
020923-TER
14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue
for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate
state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.
15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God
or other conditions that are beyond that party’s reasonable control. A party defaulting under
this provision must provide the other party prompt written notice of the default.
16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal,
unenforceable, or void then both parties will be relieved from all obligations arising from that
provision. If the remainder of this Contract is capable of being performed, it will not be affected
by such determination or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and
address unresolved contract issues as follows:
1. Notification. The parties must promptly notify each other of any known dispute and
work in good faith to resolve such dispute within a reasonable period of time. If necessary,
Sourcewell and the Supplier will jointly develop a short briefing document that describes
the issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified
above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher
level of management. The Supplier will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the
Supplier must continue without delay to carry out all of its responsibilities under the
Contract that are not affected by the dispute. If the Supplier fails to continue without delay
to perform its responsibilities under the Contract, in the accomplishment of all undisputed
work, the Supplier will bear any additional costs incurred by Sourcewell and/or its
Participating Entities as a result of such failure to proceed.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract,
or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
Rev. 3/2022 10
020923-TER
The party claiming default must provide written notice of the default, with 30 calendar days to
cure the default. Time allowed for cure will not diminish or eliminate any liability for damages.
If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the
Contract.
18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect
at all times during the performance of this Contract with insurance company(ies) licensed or
authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better,
with coverage and limits of insurance not less than the following:
1. Workers’ Compensation and Employer’s Liability.
Workers’ Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
2. Commercial General Liability Insurance. Supplier will maintain insurance covering its
operations, with coverage on an occurrence basis, and must be subject to terms no less
broad than the Insurance Services Office (“ISO”) Commercial General Liability Form
CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include
liability arising from premises, operations, bodily injury and property damage,
independent contractors, products-completed operations including construction defect,
contractual liability, blanket contractual liability, and personal injury and advertising
injury. All required limits, terms and conditions of coverage must be maintained during
the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage
$1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for products liability-completed operations
$2,000,000 general aggregate
3. Commercial Automobile Liability Insurance. During the term of this Contract,
Supplier will maintain insurance covering all owned, hired, and non-owned automobiles
in limits of liability not less than indicated below. The coverage must be subject to terms
Rev. 3/2022 11
020923-TER
no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer),
or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Supplier will maintain
umbrella coverage over Employer’s Liability, Commercial General Liability, and
Commercial Automobile.
Minimum Limits:
$2,000,000
5. Network Security and Privacy Liability Insurance. During the term of this Contract,
Supplier will maintain coverage for network security and privacy liability. The coverage
may be endorsed on another form of liability coverage or written on a standalone
policy. The insurance must cover claims which may arise from failure of Supplier’s
security resulting in, but not limited to, computer attacks, unauthorized access,
disclosure of not public data – including but not limited to, confidential or private
information, transmission of a computer virus, or denial of service.
Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling
Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must
furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this
Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to
Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the
Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must
be signed by a person authorized by the insurer(s) to bind coverage on their behalf.
Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide
certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in
this Contract.
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY
INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including
their officers, agents, and employees, as an additional insured under the Supplier’s commercial
general liability insurance policy with respect to liability arising out of activities, “operations,” or
“work” performed by or on behalf of Supplier, and products and completed operations of
Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is
Rev. 3/2022 12
020923-TER
primary and not excess over or contributory with any other valid, applicable, and collectible
insurance or self-insurance in force for the additional insureds.
D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or
otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional
insureds for losses paid under the insurance policies required by this Contract or other
insurance applicable to the Supplier or its subcontractors. The waiver must apply to all
deductibles and/or self-insured retentions applicable to the required or any other insurance
maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must
require similar written express waivers of subrogation and insurance clauses from each of its
subcontractors.
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this
Contract can be met by either providing a primary policy or in combination with
umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this
Contract must comply fully with applicable federal laws and regulations, and with the laws in
the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier must maintain a valid and current status on all required federal,
state/provincial, and local licenses, bonds, and permits required for the operation of the
business that the Supplier conducts with Sourcewell and Participating Entities.
20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in
writing certain information to Sourcewell related to bankruptcy actions. If at any time during
this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in
writing.
Supplier certifies and warrants that neither it nor its principals are presently debarred,
suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs
operated by the State of Minnesota; the United States federal government or the Canadian
government, as applicable; or any Participating Entity. Supplier certifies and warrants that
neither it nor its principals have been convicted of a criminal offense related to the subject
matter of this Contract. Supplier further warrants that it will provide immediate written notice
to Sourcewell if this certification changes at any time.
Rev. 3/2022 13
020923-TER
21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or
services from this Contract may be subject to additional requirements including the
procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit
Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional
requirements based on specific funding source terms or conditions. Within this Article, all
references to “federal” should be interpreted to mean the United States federal government.
The following list only applies when a Participating Entity accesses Supplier’s Equipment,
Products, or Services with United States federal funds.
A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all
contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-
1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in
accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319,
12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending
Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing
regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal
Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated
herein by reference.
B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal
program legislation, all prime construction contracts in excess of $2,000 awarded by non-
federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. §
3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5,
“Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted
Construction”). In accordance with the statute, contractors must be required to pay wages to
laborers and mechanics at a rate not less than the prevailing wages specified in a wage
determination made by the Secretary of Labor. In addition, contractors must be required to pay
wages not less than once a week. The non-federal entity must place a copy of the current
prevailing wage determination issued by the Department of Labor in each solicitation. The
decision to award a contract or subcontract must be conditioned upon the acceptance of the
wage determination. The non-federal entity must report all suspected or reported violations to
the federal awarding agency. The contracts must also include a provision for compliance with
the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor
regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work
Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that
each contractor or subrecipient must be prohibited from inducing, by any means, any person
employed in the construction, completion, or repair of public work, to give up any part of the
compensation to which he or she is otherwise entitled. The non-federal entity must report
all suspected or reported violations to the federal awarding agency. Supplier must be in
compliance with all applicable Davis-Bacon Act provisions.
Rev. 3/2022 14
020923-TER
C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where
applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve
the employment of mechanics or laborers must include a provision for compliance with 40
U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).
Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of
every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess
of the standard work week is permissible provided that the worker is compensated at a rate of
not less than one and a half times the basic rate of pay for all hours worked in excess of 40
hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction
work and provide that no laborer or mechanic must be required to work in surroundings or
under working conditions which are unsanitary, hazardous or dangerous. These requirements
do not apply to the purchases of supplies or materials or articles ordinarily available on the
open market, or contracts for transportation or transmission of intelligence. This provision is
hereby incorporated by reference into this Contract. Supplier certifies that during the term of
an award for all contracts by Sourcewell resulting from this procurement process, Supplier must
comply with applicable requirements as referenced above.
D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award
meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or
subrecipient wishes to enter into a contract with a small business firm or nonprofit organization
regarding the substitution of parties, assignment or performance of experimental,
developmental, or research work under that “funding agreement,” the recipient or subrecipient
must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit
Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative
Agreements,” and any implementing regulations issued by the awarding agency. Supplier
certifies that during the term of an award for all contracts by Sourcewell resulting from this
procurement process, Supplier must comply with applicable requirements as referenced above.
E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL
ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require
the non-federal award to agree to comply with all applicable standards, orders or regulations
issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution
Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal
awarding agency and the Regional Office of the Environmental Protection Agency (EPA).
Supplier certifies that during the term of this Contract will comply with applicable requirements
as referenced above.
F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award
(see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions
in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R.
§180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3
C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names
of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared
Rev. 3/2022 15
020923-TER
ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier
certifies that neither it nor its principals are presently debarred, suspended, proposed for
debarment, declared ineligible, or voluntarily excluded from participation by any federal
department or agency.
G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file
any required certifications. Suppliers must not have used federal appropriated funds to pay any
person or organization for influencing or attempting to influence an officer or employee of any
agency, a member of Congress, officer or employee of Congress, or an employee of a member
of Congress in connection with obtaining any federal contract, grant, or any other award
covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that
takes place in connection with obtaining any federal award. Such disclosures are forwarded
from tier to tier up to the non-federal award. Suppliers must file all certifications and
disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31
U.S.C. § 1352).
H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with
the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies
that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after
grantees or subgrantees submit final expenditure reports or quarterly or annual financial
reports, as applicable, and all other pending matters are closed.
I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier
must comply with the mandatory standards and policies relating to energy efficiency which are
contained in the state energy conservation plan issued in compliance with the Energy Policy
and Conservation Act.
J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must comply
with all applicable provisions of the Buy American Act. Purchases made in accordance with the
Buy American Act must follow the applicable procurement rules calling for free and open
competition.
K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized
representatives of a federal agency must have access to any books, documents, papers and
records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under
this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The
right also includes timely and reasonable access to Supplier’s personnel for the purpose of
interview and discussion relating to such documents.
L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is
a state agency or agency of a political subdivision of a state and its contractors must comply
with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation
and Recovery Act. The requirements of Section 6002 include procuring only items designated in
Rev. 3/2022 16
020923-TER
guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the
highest percentage of recovered materials practicable, consistent with maintaining a
satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the
value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring
solid waste management services in a manner that maximizes energy and resource recovery;
and establishing an affirmative procurement program for procurement of recovered materials
identified in the EPA guidelines.
M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier cannot use the seal(s), logos, crests, or
reproductions of flags or likenesses of Federal agency officials without specific pre-approval.
N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to
this Contract or any purchase by a Participating Entity and is not subject to any obligations or
liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter
resulting from the Contract or any purchase by an authorized user.
O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The
Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and
Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a
Participating Entity.
P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any
federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit
disallowance, and benefit overpayments.
Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services,
Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to
the anticipated work under this Contract raises an actual or potential conflict of interest (as
described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in
writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and
Participating Entity are able to assess the actual or potential conflict; and provide any additional
information as necessary or requested.
R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.
Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources
and support to individuals and organizations associated with terrorism.
S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR
EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it
will comply with applicable requirements of 2 C.F.R. § 200.216.
Rev. 3/2022 17
020923-TER
T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies
that during the term of this Contract will comply with applicable requirements of 2 C.F.R. §
200.322.
22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60
days’ written notice to the other party. However, Sourcewell may cancel this Contract
immediately upon discovery of a material defect in any certification made in Supplier’s
Proposal. Cancellation of this Contract does not relieve either party of financial, product, or
service obligations incurred or accrued prior to cancellation.
Sourcewell Terex USA, LLC
By: By:
Jeremy Schwartz Matt Treadwell
Title: Chief Procurement Officer Title: Vice President Global Sales
Date: Date:
Approved:
By:
Chad Coauette
Title: Executive Director/CEO
Date:
Rev. 3/2022 18
5)33RUWDEOH&RQVWUXFWLRQ(TXLSPHQWZLWK5HODWHG
$FFHVVRULHVDQG$WWDFKPHQWV
9HQGRU'HWDLOV
&RPSDQ\1DPH 7(5(;&253
*/29(5$9(
$GGUHVV
125:$/.&7
&RQWDFW -2(/+$53(5
(PDLO -2(/+$53(5#7(5(;&20
3KRQH
+67
6XEPLVVLRQ'HWDLOV
&UHDWHG2Q 7XHVGD\'HFHPEHU
6XEPLWWHG2Q :HGQHVGD\)HEUXDU\
6XEPLWWHG%\ -2(/+$53(5
(PDLO -2(/+$53(5#7(5(;&20
7UDQVDFWLRQ EEFGIEIDEFIHHII
6XEPLWWHU V,3$GGUHVV
Bid Number: RFP 020923 Vendor Name: TEREX CORP
6SHFLILFDWLRQV
7DEOH3URSRVHU,GHQWLW\ $XWKRUL]HG5HSUHVHQWDWLYHV
*HQHUDO,QVWUXFWLRQV DSSOLHVWRDOO7DEOHV 6RXUFHZHOOSUHIHUVDEULHIEXWWKRURXJKUHVSRQVHWRHDFKTXHVWLRQ'RQRWPHUHO\DWWDFK
DGGLWLRQDOGRFXPHQWVWR\RXUUHVSRQVHZLWKRXWDOVRSURYLGLQJDVXEVWDQWLYHUHVSRQVH'RQRWOHDYHDQVZHUVEODQNUHVSRQG³1$´LIWKH
TXHVWLRQGRHVQRWDSSO\WR\RX SUHIHUDEO\ZLWKDQH[SODQDWLRQ
/LQH
4XHVWLRQ 5HVSRQVH
,WHP
3URSRVHUௐ/HJDOௐ1DPHௐ RQHௐOHJDOௐHQWLW\ௐRQO\ ௐௐ 7(5(;ௐ86$ௐ//&
,QௐWKHௐHYHQWௐRIௐDZDUGௐZLOOௐH[HFXWHௐWKHௐ
UHVXOWLQJௐFRQWUDFWௐDVௐ6XSSOLHU
,GHQWLI\ௐDOOௐVXEVLGLDU\ௐHQWLWLHVௐRIௐWKHௐ3URSRVHUௐ 1$
ZKRVHௐHTXLSPHQWௐSURGXFWVௐRUௐVHUYLFHVௐDUHௐ
LQFOXGHGௐLQௐWKHௐ3URSRVDO
,GHQWLI\ௐDOOௐDSSOLFDEOHௐDVVXPHGௐQDPHVௐRUௐ'%$ௐ 'RLQJௐEXVLQHVVௐXQGHUௐWKHௐ*HQLHௐEUDQGௐQDPHௐZKLFKௐLVௐDOVRௐLQFRUSRUDWHGௐ1RWௐ
QDPHVௐRIௐWKHௐ3URSRVHUௐRUௐ3URSRVHU Vௐ WHFKQLFDOO\ௐDௐGED
VXEVLGLDULHVௐLQௐ/LQHௐௐRUௐ/LQHௐௐDERYH *HQLHௐ,QGXVWULHVௐ1RUWKௐ$PHULFD
32ௐ%R[ௐ
5HGPRQGௐ:DVKLQJWRQௐ
8QLWHGௐ6WDWHV
3URYLGHௐ\RXUௐ&$*(ௐFRGHௐRUௐ8QLTXHௐ(QWLW\ௐ 1$
,GHQWLILHUௐ 6$0
3URSRVHUௐ3K\VLFDOௐ$GGUHVV *(1,(ௐ,1'8675,(6
ௐWKௐ$YHௐ1(
%RWKHOOௐ:$ௐ
3URSRVHUௐZHEVLWHௐDGGUHVVௐ RUௐDGGUHVVHV ZZZ7HUH[FRP
ZZZ*HQLHOLIWFRP
3URSRVHU Vௐ$XWKRUL]HGௐ5HSUHVHQWDWLYHௐ QDPHௐ -RHOௐ*ௐ+DUSHU
WLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH ௐ 7KHௐ 7HUH[*HQLHௐ$:3
UHSUHVHQWDWLYHௐPXVWௐKDYHௐDXWKRULW\ௐWRௐVLJQௐ 5HWDLOௐ6DOHVௐ0DQDJHUௐ6U
WKHௐ³3URSRVHU¶Vௐ$VVXUDQFHௐRIௐ&RPSOLDQFH´ௐRQௐ 1RUWKௐ$PHULFD
EHKDOIௐRIௐWKHௐ3URSRVHUௐDQGௐLQௐWKHௐHYHQWௐRIௐ ௐWKௐ$YHௐ1(ௐ%RWKHOOௐ:$ௐ
DZDUGௐZLOOௐEHௐH[SHFWHGௐWRௐH[HFXWHௐWKHௐ MRHOKDUSHU#WHUH[FRP
UHVXOWLQJௐFRQWUDFW
3URSRVHU VௐSULPDU\ௐFRQWDFWௐIRUௐWKLVௐSURSRVDOௐ -RHOௐ*ௐ+DUSHU
QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐSKRQH 7HUH[*HQLHௐ$:3
5HWDLOௐ6DOHVௐ0DQDJHUௐ6U
1RUWKௐ$PHULFD
ௐWKௐ$YHௐ1(ௐ%RWKHOOௐ:$ௐ
MRHOKDUSHU#WHUH[FRP
3URSRVHU VௐRWKHUௐFRQWDFWVௐIRUௐWKLVௐSURSRVDOௐLIௐ -RGLௐ5REOHGR
DQ\ௐ QDPHௐWLWOHௐDGGUHVVௐHPDLOௐDGGUHVVௐ ௐ 7HUH[*HQLHௐ$:3
SKRQH $VVRFLDWHௐ$FFRXQWௐ0DQDJHU
ௐWKௐ$YHௐ1(ௐ%RWKHOOௐ:$ௐ
MRGLUREOHGR#WHUH[FRP
7DEOH&RPSDQ\,QIRUPDWLRQDQG)LQDQFLDO6WUHQJWK
/LQH
4XHVWLRQ 5HVSRQVH
,WHP
Bid Number: RFP 020923 Vendor Name: TEREX CORP
3URYLGHௐDௐEULHIௐKLVWRU\ௐRIௐ\RXUௐFRPSDQ\ௐ 7HUH[ௐ&RUSRUDWLRQௐLVௐDௐGLYHUVLILHGௐJOREDOௐPDQXIDFWXUHUௐRIௐOLIWLQJௐDQGௐPDWHULDOௐKDQGOLQJௐ
LQFOXGLQJௐ\RXUௐFRPSDQ\¶VௐFRUHௐYDOXHVௐ HTXLSPHQWௐRSHUDWLQJௐLQௐWZRௐEXVLQHVVௐVHJPHQWVௐ$HULDOௐ:RUNௐ3ODWIRUPVௐ *HQLHௐ ௐ
EXVLQHVVௐSKLORVRSK\ௐDQGௐLQGXVWU\ௐORQJHYLW\ௐ 7HUH[ௐ8WLOLWLHV ௐDQGௐ0DWHULDOVௐ3URFHVVLQJௐ:HௐGHOLYHUௐUHOLDEOHௐFXVWRPHUGULYHQௐ
UHODWHGௐWRௐWKHௐUHTXHVWHGௐHTXLSPHQWௐSURGXFWVௐ VROXWLRQVௐIRUௐDௐZLGHௐUDQJHௐRIௐFRPPHUFLDOௐDSSOLFDWLRQVௐLQFOXGLQJௐWKHௐFRQVWUXFWLRQௐ
RUௐVHUYLFHV LQIUDVWUXFWXUHௐTXDUU\LQJௐPLQLQJௐVKLSSLQJௐWUDQVSRUWDWLRQௐUHILQLQJௐHQHUJ\ௐDQGௐXWLOLW\ௐ
LQGXVWULHV
7KHௐRULJLQVௐRIௐ7HUH[ௐGDWHௐWRௐௐZKHQௐWKHௐ(XFOLGௐ&RPSDQ\ௐZDVௐIRXQGHGௐE\ௐ
*HRUJHௐ$ௐ$UPLQJWRQௐWRௐEXLOGௐKDXOLQJௐWUXFNVௐ7KHௐ&RPSDQ\ௐJUHZௐDQGௐGLYHUVLILHGௐ
RYHUௐWKHௐ\HDUVௐSULQFLSDOO\ௐWKURXJKௐDFTXLVLWLRQV
*HQLHௐZDVௐIRXQGHGௐLQௐௐZKHQௐ%XGௐ%XVKQHOOௐERXJKWௐWKHௐPDQXIDFWXULQJௐULJKWVௐWRௐDௐ
PDWHULDOௐOLIWௐWKDWௐRSHUDWHGௐRQௐFRPSUHVVHGௐDLUௐ&XVWRPHUVௐVHHPHGௐWRௐEHௐLPSUHVVHGௐ
ZLWKௐWKHௐ³PDJLFௐLQௐWKHௐERWWOH´ௐWKDWௐZDVௐXVHGௐWRௐUDLVHௐDQGௐORZHUௐWKHௐKRLVWௐ²ௐDQGௐ
WKHௐ³*HQLH´ௐQDPHௐZDVௐERUQௐ:LWKௐJURZLQJௐGHPDQGௐIRUௐPDWHULDOௐOLIWVௐDQGௐPRELOHௐ
HOHYDWLQJௐZRUNௐSODWIRUPVௐ 0(:3V ௐSURGXFWVௐVXFKௐDVௐPDQOLIWVௐVWLFNௐERRPVௐ
DUWLFXODWHGௐERRPVௐVFLVVRUௐOLIWVௐDQGௐWHOHKDQGOHUVௐKDYHௐEHHQௐDGGHGௐWRௐWKHௐ*HQLHௐ
SURGXFWௐOLQHௐ7HUH[ௐ3XUFKDVHGௐ*HQLHௐ,QGXVWULHVௐLQௐ
7RGD\ௐ*HQLHௐHTXLSPHQWௐLVௐXVHGௐLQௐDௐYDULHW\ௐRIௐLQGXVWULHVௐDQGௐDSSOLFDWLRQVௐ
ZRUOGZLGHௐLQFOXGLQJௐUHQWDOௐDYLDWLRQௐFRQVWUXFWLRQௐHQWHUWDLQPHQWௐJRYHUQPHQWௐDQGௐ
PLOLWDU\ௐLQGXVWULDOௐDVௐZHOOௐDVௐZDUHKRXVHௐDQGௐUHWDLOௐ
³2XUௐRQJRLQJௐOHDGHUVKLSௐLQௐDHULDOௐOLIWVௐLVௐEXLOWௐRQௐRXUௐDELOLW\ௐWRௐFRQVLVWHQWO\ௐGHOLYHUௐ
VXSHULRUௐTXDOLW\ௐIRUௐRXUௐFXVWRPHUVௐ:HௐDFKLHYHௐTXDOLW\ௐQRWௐE\ௐFKDQFHௐEXWௐE\ௐGHVLJQௐ
:HௐSXUVXHௐH[FHOOHQFHௐLQௐDOOௐZHௐGRௐDQGௐZHௐQHYHUௐFRPSURPLVHௐTXDOLW\ௐIRUௐ
FRQYHQLHQFH´ௐ±ௐ6LPRQௐ0HHVWHUௐ*HQLHௐ&KLHIௐ2SHUDWLQJௐ2IILFHU
$Wௐ7HUH[ௐ2XUௐ3XUSRVHௐLVௐWRௐKHOSௐLPSURYHௐWKHௐOLYHVௐRIௐSHRSOHௐDURXQGௐWKHௐZRUOGௐ2XUௐ
0LVVLRQௐLVௐWRௐSURYLGHௐVROXWLRQVௐWRௐRXUௐ0DFKLQHU\ௐDQGௐ,QGXVWULDOௐ3URGXFWௐFXVWRPHUVௐ
WKDWௐ\LHOGௐVXSHULRUௐSURGXFWLYLW\ௐDQGௐUHWXUQௐRQௐLQYHVWPHQW
2XUௐ9LVLRQ
&XVWRPHUௐௐWRௐEHௐWKHௐPRVWௐFXVWRPHUௐUHVSRQVLYHௐFRPSDQ\ௐLQௐWKHௐLQGXVWU\ௐDVௐ
GHWHUPLQHGௐE\ௐRXUௐFXVWRPHUV
)LQDQFLDOௐௐWRௐEHௐWKHௐPRVWௐSURILWDEOHௐFRPSDQ\ௐLQௐWKHௐLQGXVWU\ௐDVௐPHDVXUHGௐE\ௐ52,&
7HDPௐ0HPEHUௐௐWRௐEHௐWKHௐEHVWௐSODFHௐWRௐZRUNௐLQௐWKHௐLQGXVWU\ௐDVௐGHWHUPLQHGௐE\ௐRXUௐ
WHDPௐPHPEHUV
(YHU\WKLQJௐZHௐGRௐDWௐ7HUH[ௐLVௐJRYHUQHGௐE\ௐRXUௐ7HUH[ௐ:D\ௐ9DOXHVௐRIௐ,QWHJULW\ௐ
5HVSHFWௐ,PSURYHPHQWௐ6HUYDQWௐ/HDGHUVKLSௐ&RXUDJHௐDQGௐ&LWL]HQVKLSௐ
$VௐVWDWHGௐE\ௐRXUௐ3UHVLGHQWௐ-RKQௐ*DUULVRQௐ,QௐP\ௐYLHZௐLIௐZHௐOLYHௐWKHௐYDOXHVௐ
DUWLFXODWHGௐDERYHௐZHௐZLOOௐKDYHௐWUHPHQGRXVௐVXFFHVVௐZLWKௐRXUௐFXVWRPHUVௐVXSSOLHUVௐ
DQGௐHYHQWXDOO\ௐRXUௐLQYHVWRUVௐ2XUௐIHOORZௐWHDPௐPHPEHUVௐZLOOௐEHௐWKHௐKLJKHVWௐ
SHUIRUPLQJௐLQௐRXUௐLQGXVWU\ௐDQGௐZHௐZLOOௐEHௐDEOHௐWRௐDWWUDFWௐWKHௐEHVWௐWDOHQWௐWRௐFRQWLQXHௐ
RXUௐMRXUQH\ௐ7KLVௐLVௐWKHௐFRPSDQ\ௐ7HUH[ௐFDQௐEHௐLQௐWKHௐIXWXUH
(YHU\ௐFRPSDQ\ௐQHHGVௐDௐFRPSDVVௐWRௐJXLGHௐDFWLYLWLHVௐ7KHௐ7HUH[ௐ:D\ௐSURYLGHVௐWKDWௐ
FRPSDVV
:KDWௐDUHௐ\RXUௐFRPSDQ\¶VௐH[SHFWDWLRQVௐLQௐWKHௐ :HௐZLOOௐOHYHUDJHௐWKHௐSULRUௐVXFFHVVௐZH YHௐH[SHULHQFHGௐDVௐDௐ6RXUFH:HOOௐVXSSOLHUௐWRௐ
HYHQWௐRIௐDQௐDZDUG" LQFUHDVHௐWKHௐQXPEHUௐRIௐWUDQVDFWLRQVௐZLWKௐ6RXUF:HOOௐVXEVFULEHUVௐ7KHUHE\ௐFUHDWLQJௐ
YDOXHௐIRUௐERWKௐ7HUH[*HQLHௐRXUௐGHDOHUVௐ6RXUFH:HOOௐDQGௐ6RXUFH:HOOௐVXEVFULEHUVௐ
RYHUௐWKHௐWHUPௐRIௐWKHௐFRQWUDFWௐ:HௐYLHZௐ6RXUFH:HOOௐDVௐDௐVWUDWHJLFௐSDUWQHUௐZKLFKௐ
DOORZVௐXVௐWRௐLQFUHDVHௐ7HUH[*HQLHௐPDUNHWௐVKDUHௐSHQHWUDWLRQௐLQௐWKHௐ*RYHUQPHQWDOௐ
6WDWHௐ0XQLFLSDOLW\ௐDQGௐ(GXFDWLRQௐPDUNHWSODFHௐIRUௐZKLFKௐ\RXௐVHUYH
'HPRQVWUDWHௐ\RXUௐILQDQFLDOௐVWUHQJWKௐDQGௐ 7HUH[ௐLVௐDௐ0XOWL%LOOLRQௐGROODUௐSXEOLFO\ௐWUDGHGௐJOREDOௐFRPSDQ\ௐZLWKௐDௐ0DUNHWௐ
VWDELOLW\ௐZLWKௐPHDQLQJIXOௐGDWDௐ7KLVௐFRXOGௐ &DSLWDOL]DWLRQௐRIௐ%ௐ7HUH[ௐLVௐFXUUHQWO\ௐUDQNHGௐௐRQௐWKHௐ)RUWXQHௐௐOLVWௐRIௐ
LQFOXGHௐVXFKௐLWHPVௐDVௐILQDQFLDOௐVWDWHPHQWVௐ ODUJHVWௐFRUSRUDWLRQVௐ
6(&ௐILOLQJVௐFUHGLWௐDQGௐERQGௐUDWLQJVௐOHWWHUVௐ 7HUH[ௐKDVௐ770ௐ WUDLOLQJௐௐPRQWKV ௐ5HYHQXHVௐRIௐ%ௐ*URVVௐ3URILWௐRIௐ0ௐDQGௐ
RIௐFUHGLWௐDQGௐGHWDLOHGௐUHIHUHQFHௐOHWWHUVௐ (%,7$ௐRIௐ0ௐ7HUH[ௐ4XDUWHUO\ௐ(DUQLQJௐ*URZWKௐ<2<ௐIRUௐWKHௐSDVWௐௐ\HDUVௐLVௐ
8SORDGௐVXSSRUWLQJௐGRFXPHQWVௐ DVௐDSSOLFDEOH ௐ
LQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ $VௐVWDWHGௐLQௐRXUௐODWHVWௐ,QYHVWRUVௐ'D\ௐ3UHVHQWDWLRQௐ DWWDFKHG ௐ:HௐKDYHௐGUDPDWLFDOO\ௐ
UHVSRQVH LPSURYHGௐ2SHUDWLRQௐ0DUJLQௐE\ௐ!ௐௐESௐDQGௐPRUHௐWKDQௐWULSOHGௐ(36ௐ ௐ52,&ௐLQௐWKHௐ
ODVWௐௐ\HDUVௐ,QௐDGGLWLRQௐ7HUH[ௐKDVௐUHSXUFKDVHGௐPRUHௐWKDQௐ%ௐLQௐVKDUHVௐUHWXUQLQJௐ
YDOXHௐWRௐRXUௐ6KDUHKROGHUVௐ2XUௐEDODQFHௐVKHHWௐLVௐVWURQJHUௐWKDQௐHYHUௐZKLFKௐZLOOௐDOORZௐ
XVௐWRௐFRQWLQXHௐWRௐLQYHVWௐLQௐFDSLWDOௐSURMHFWVௐDQGௐFRQWLQXHௐWRௐDGGௐDQGௐORRNௐIRUௐ
FRPSOLPHQWDU\ௐEXVLQHVVௐWRௐDGGௐWRௐRXUௐSRUWIROLRௐ
7KHௐIROORZLQJௐGRFXPHQWVௐDUHௐDWWDFKHGௐIRUௐ\RXUௐUHYLHZௐ
ௐௐ7HUH[ௐௐ$QQXDOௐ5HSRUW
ௐௐ7HUH[ௐ,QYHVWRUVௐ'D\ௐ3UHVHQWDWLRQௐ
ௐௐ7HUH[ௐ4ௐ4XDUWHUO\ௐ)LQDQFLDOௐ3UHVHQWDWLRQௐZLWKௐ6WDWHPHQWV
Bid Number: RFP 020923 Vendor Name: TEREX CORP
:KDWௐLVௐ\RXUௐ86ௐPDUNHWௐVKDUHௐIRUௐWKHௐ 7HUH[*HQLHௐFRQVLGHUௐVSHFLILFௐ0DUNHWௐ6KDUHௐGDWDௐWRௐEHௐSURSULHWDU\ௐDQGௐZHௐGRௐQRWௐ
VROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ" VKDUHௐSXEOLFO\ௐ
+RZHYHUௐ7HUH[*HQLHௐ$HULDOௐ:RUNௐ3ODWIRUPௐPDUNHWௐVKDUHௐFRQVLVWHQWO\ௐ5DQNௐௐRUௐ
ௐRYHUDOOௐJOREDOO\ௐDQGௐLQௐ1RUWKௐ$PHULFDௐ,QGLYLGXDOௐPRGHOௐFODVVLILFDWLRQVௐPD\ௐYDU\ௐ
EXWௐDUHௐFRQVLVWHQWO\ௐLQௐWKHௐWRSௐௐDFURVVௐDOOௐVHJPHQWV
:KDWௐLVௐ\RXUௐ&DQDGLDQௐPDUNHWௐVKDUHௐIRUௐWKHௐ 7HUH[*HQLHௐFRQVLGHUௐVSHFLILFௐ0DUNHWௐ6KDUHௐGDWDௐWRௐEHௐSURSULHWDU\ௐDQGௐZHௐGRௐQRWௐ
VROXWLRQVௐWKDWௐ\RXௐDUHௐSURSRVLQJ" VKDUHௐSXEOLFO\ௐ
+RZHYHUௐ7HUH[*HQLHௐ$HULDOௐ:RUNௐ3ODWIRUPௐPDUNHWௐVKDUHௐFRQVLVWHQWO\ௐ5DQNௐௐRUௐ
ௐRYHUDOOௐJOREDOO\ௐDQGௐLQௐ1RUWKௐ$PHULFDௐ,QGLYLGXDOௐPRGHOௐFODVVLILFDWLRQVௐPD\ௐYDU\ௐ
EXWௐDUHௐFRQVLVWHQWO\ௐLQௐWKHௐWRSௐௐDFURVVௐDOOௐVHJPHQWV
+DVௐ\RXUௐEXVLQHVVௐHYHUௐSHWLWLRQHGௐIRUௐ 12
EDQNUXSWF\ௐSURWHFWLRQ"ௐ,IௐVRௐH[SODLQௐLQௐGHWDLO
+RZௐLVௐ\RXUௐRUJDQL]DWLRQௐEHVWௐGHVFULEHGௐLVௐ 7HUH[*HQLHௐLVௐEHVWௐGHVFULEHGௐDVௐDௐ0DQXIDFWXUHUௐ
LWௐDௐPDQXIDFWXUHUௐDௐGLVWULEXWRUGHDOHUUHVHOOHUௐ E ௐ*HQLHௐVDOHVௐJUHDWHUௐWKDQௐௐRIௐRXUௐSURGXFWௐWKURXJKௐRXUௐGHDOHUௐQHWZRUNௐ2XUௐ
RUௐDௐVHUYLFHௐSURYLGHU"ௐௐ$QVZHUௐZKLFKHYHUௐ 'HDOHUௐ1HWZRUNௐFRQVLVWௐRIௐ&RQVWUXFWLRQௐ(TXLSPHQWௐ'HDOHUVKLSVௐ/DUJHௐ1DWLRQDOௐ
TXHVWLRQௐ HLWKHUௐD ௐRUௐE ௐMXVWௐEHORZ ௐEHVWௐ 5HJLRQDOௐ,QGHSHQGHQWௐDQGௐVLQJOHௐORFDWLRQௐ5HQWDOௐ&RPSDQLHVௐDQGௐ)RUNௐ7UXFNௐ
DSSOLHVௐWRௐ\RXUௐRUJDQL]DWLRQ 'HDOHUVKLSVௐLQௐ1RUWKௐ$PHULFDௐ&RPELQHGௐRXUௐ'HDOHUVௐKDYHௐௐORFDWLRQVௐHDFKௐ
D ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐ RIIHULQJௐ6DOHVௐ3URGXFWௐ6XSSRUWௐ5HSDLUௐ:DUUDQW\ௐDQGௐ2SHUDWRUௐ7UDLQLQJௐ0DQ\ௐRIௐ
DௐGLVWULEXWRUGHDOHUUHVHOOHUௐ RUௐVLPLODUௐHQWLW\ ௐ RXUௐGHDOHUௐORFDWLRQVௐKDYHௐ*HQLHௐ)DFWRU\ௐWUDLQHGௐWHFKQLFLDQVௐRQௐVLWHௐ
SURYLGHௐ\RXUௐZULWWHQௐDXWKRUL]DWLRQௐWRௐDFWௐDVௐDௐ *HQLHௐHPSOR\VௐRYHUௐௐ6DOHVௐ6HUYLFHௐDQGௐ3DUWVௐ)LHOGௐ5HSUHVHQWDWLYHVௐFRYHULQJௐRXUௐ
GLVWULEXWRUGHDOHUUHVHOOHUௐIRUௐWKHௐPDQXIDFWXUHUௐ 'HDOHUௐ1HWZRUNௐSURYLGLQJௐVDOHVௐ ௐSURGXFWௐWUDLQLQJௐDVௐZHOOௐDVௐVHUYLFHௐWUDLQLQJௐ
RIௐWKHௐSURGXFWVௐSURSRVHGௐLQௐWKLVௐ5)3ௐ,Iௐ RSHUDWRUௐWUDLQLQJௐDQGௐWHFKQLFDOௐVXSSRUWௐ,QௐDGGLWLRQௐWKHUHௐDUHௐFXUUHQWO\ௐௐ7HUH[ௐ
DSSOLFDEOHௐLVௐ\RXUௐGHDOHUௐQHWZRUNௐ 6HUYLFHௐ&HQWHUVௐDFURVVௐ1RUWKௐ$PHULFDௐZLWKௐ*HQLHௐ)DFWRU\ௐ7UDLQHGௐPHFKDQLFVௐ
LQGHSHQGHQWௐRUௐFRPSDQ\ௐRZQHG" DYDLODEOHௐWRௐUHSDLUௐ*HQLHௐ$HULDOௐ:RUNௐ3ODWIRUPVௐDQGௐ7HOHKDQGOHUV
E ௐௐௐௐ,Iௐ\RXUௐFRPSDQ\ௐLVௐEHVWௐGHVFULEHGௐDVௐ
DௐPDQXIDFWXUHUௐRUௐVHUYLFHௐSURYLGHUௐGHVFULEHௐ
\RXUௐUHODWLRQVKLSௐZLWKௐ\RXUௐVDOHVௐDQGௐVHUYLFHௐ
IRUFHௐDQGௐZLWKௐ\RXUௐGHDOHUௐQHWZRUNௐLQௐ
GHOLYHULQJௐWKHௐSURGXFWVௐDQGௐVHUYLFHVௐ
SURSRVHGௐLQௐWKLVௐ5)3ௐ$UHௐWKHVHௐLQGLYLGXDOVௐ
\RXUௐHPSOR\HHVௐRUௐWKHௐHPSOR\HHVௐRIௐDௐWKLUGௐ
SDUW\"
,IௐDSSOLFDEOHௐSURYLGHௐDௐGHWDLOHGௐH[SODQDWLRQௐ 7HUH[ௐDVௐDௐJOREDOௐPDQXIDFWXUHUௐKDVௐPDQ\ௐOLFHQVHVௐDQGௐFHUWLILFDWLRQVௐZKLFKௐDUHௐ
RXWOLQLQJௐWKHௐOLFHQVHVௐDQGௐFHUWLILFDWLRQVௐWKDWௐ UHTXLUHGௐDQGௐDSSOLFDEOHௐWRௐLQGLYLGXDOௐVLWHௐORFDWLRQVௐFRXQWULHVௐDQGௐDJHQFLHVௐ,Qௐ1RUWKௐ
DUHௐERWKௐUHTXLUHGௐWRௐEHௐKHOGௐDQGௐDFWXDOO\ௐ $PHULFDௐZHௐFRPSO\ௐZLWKௐDOOௐOLFHQVHௐDQGௐFHUWLILFDWLRQVௐUHTXLUHGௐE\ௐ$16,&6$ௐDVௐLWௐ
KHOGௐE\ௐ\RXUௐRUJDQL]DWLRQௐ LQFOXGLQJௐWKLUGௐ UHODWHVௐWRௐWKHௐHQJLQHHULQJௐDQGௐSURGXFWLRQௐRIௐDHULDOௐZRUNௐSODWIRUPVௐDQGௐWHOHKDQGOHUV
SDUWLHVௐDQGௐVXEFRQWUDFWRUVௐWKDWௐ\RXௐXVH ௐLQௐ
SXUVXLWௐRIௐWKHௐEXVLQHVVௐFRQWHPSODWHGௐE\ௐWKLVௐ
5)3
3URYLGHௐDOOௐ³6XVSHQVLRQௐRUௐ'HEDUPHQW´ௐ 1$
LQIRUPDWLRQௐWKDWௐKDVௐDSSOLHGௐWRௐ\RXUௐ
RUJDQL]DWLRQௐGXULQJௐWKHௐSDVWௐWHQௐ\HDUV
Bid Number: RFP 020923 Vendor Name: TEREX CORP
7DEOH,QGXVWU\5HFRJQLWLRQ 0DUNHWSODFH6XFFHVV
/LQH
4XHVWLRQ 5HVSRQVH
,WHP
'HVFULEHௐDQ\ௐUHOHYDQWௐLQGXVWU\ௐDZDUGVௐRUௐ ௐ$ZDUGVௐ5HQWDOௐ(GLWRU Vௐ&KRLFHௐ$ZDUGௐௐ*HQLHௐ6'&ௐ ௐ6)(ௐDUWLFXODWHGௐ
UHFRJQLWLRQௐWKDWௐ\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐ OLIWVௐ
LQௐWKHௐSDVWௐILYHௐ\HDUV ௐ$ZDUGVௐ*HQLHௐ5HFHLYHVௐௐ,QGXVWU\ௐ$ZDUGVௐLQௐ
5HGPRQGௐ:$ௐ 'HFௐௐ ௐ±ௐ,QGXVWU\ௐDVVRFLDWLRQVௐDௐGDWDௐDQDO\WLFVௐFRPSDQ\ௐ
DQGௐPXOWLSOHௐWUDGHௐSXEOLFDWLRQVௐUHFRJQL]HGௐ*HQLHௐDQGௐLWVௐSURGXFWVௐLQௐ
7KHௐQHZௐ*HQLHௐ*6PௐDQGௐ*6PௐPLFURௐVFLVVRUVௐUHFHLYHGௐWKUHHௐ
VHSDUDWHௐDZDUGVௐWKHௐ,QQRYDWLYHௐ,URQௐ$ZDUGௐIURPௐ&RPSDFWௐ
(TXLSPHQWௐ&RQVWUXFWLRQௐ(TXLSPHQW¶Vௐ7RSௐௐ1HZௐ3URGXFWVௐRIௐௐDQGௐDQௐ
(GLWRU¶Vௐ&KRLFHௐ$ZDUGௐIURPௐ5HQWDOௐPDJD]LQHௐ,QௐDGGLWLRQௐWKHௐ*HQLHௐ6ௐ-ௐDQGௐ
6ௐ+)ௐWHOHVFRSLFௐERRPௐOLIWVௐZHUHௐVHOHFWHGௐIRUௐUHFRJQLWLRQௐE\ௐFRQWUDFWRUௐUHDGHUVௐ
RIௐ(TXLSPHQWௐ7RGD\ௐDQGௐ5RDGVௐ ௐ%ULGJHVௐPDJD]LQHVௐUHVSHFWLYHO\
(TXLSPHQW:DWFKௐWKHௐZRUOGௐOHDGHUௐLQௐGDWDௐVRIWZDUHௐDQGௐLQVLJKWௐIRUௐWKHௐKHDY\ௐ
HTXLSPHQWௐLQGXVWU\ௐDOVRௐUHFRJQL]HGௐ*HQLHௐHTXLSPHQWௐIRUௐGHOLYHULQJௐWKHௐ+LJKHVWௐ
5HWDLQHGௐ9DOXHௐDQGௐ/RZHVWௐ&RVWௐRIௐ2ZQHUVKLSௐ7KHௐ+LJKHVWௐ5HWDLQHGௐ9DOXHௐDZDUGௐ
LVௐEDVHGௐRQௐGDWDௐSURMHFWLRQVௐIRUௐKLJKHVWௐSHUFHQWDJHௐRIௐLWVௐRULJLQDOௐYDOXHௐDIWHUௐDௐILYH
\HDUௐSHULRGௐ7KUHHௐRIௐWKHௐVL[ௐSURGXFWௐFDWHJRULHVௐ²ௐ$UWLFXODWLQJௐ%RRPVௐ7HOHVFRSLFௐ
%RRPVௐDQGௐ,&ௐ6FLVVRUௐ/LIWVௐ²ௐZHQWௐWRௐ*HQLHௐ*HQLHௐ=ௐDUWLFXODWLQJௐERRPOLIWVௐ
ZHUHௐDOVRௐDZDUGHGௐ/RZHVWௐ7RWDOௐ&RVWௐRIௐ2ZQHUVKLSௐE\ௐ(TXLSPHQW:DWFK
7ZRௐLQGXVWU\ௐDVVRFLDWLRQVௐDOVRௐUHFRJQL]HGௐ*HQLHௐLQௐௐ7KHௐ(XURSHDQௐ5HQWDOௐ
$VVRFLDWLRQௐSUHVHQWHGௐ*HQLHௐZLWKௐLWVௐ7HFKQLFDOௐ&RPPLWWHHௐ$ZDUGௐZLWKௐMXGJHVௐ
QRWLQJௐWKDWௐ³7KHௐ7HFKQLFDOௐ&RPPLWWHHௐZDQWHGௐWRௐKLJKOLJKWௐ*HQLH¶VௐJUHDWௐZRUNௐLQௐ
PHHWLQJௐWKHௐQHHGVௐRIௐUHQWDOௐFRPSDQLHVௐLQௐWHUPVௐRIௐGLJLWDOL]DWLRQ´ௐ$QGௐWKHௐ7H[DVௐ
5HQWDOௐ$VVRFLDWLRQௐ 75$ ௐDZDUGHGௐ*HQLHௐLWVௐ$VVRFLDWHௐ0HPEHUௐRIௐWKHௐ<HDUௐDZDUGௐ
ZKLFKௐLVௐSUHVHQWHGௐWRௐ75$ௐPHPEHUVௐZKRௐKDYHௐPDGHௐRXWVWDQGLQJௐFRQWULEXWLRQVௐ
WRZDUGௐWKHௐFRQWLQXHGௐVXFFHVVௐRIௐ
WKHௐ$VVRFLDWLRQௐ$GGLWLRQDOO\ௐWKHௐ*HQLHௐ6;ௐ;&ௐERRPௐOLIWௐUHFHLYHGௐDQௐ
,QWHOOLJHQWௐ3URGXFWௐDZDUGௐIURPௐWKHௐ&KLQDௐ0DFKLQHU\ௐ,QGXVWU\ௐ,QWHUQHWௐ&RQIHUHQFHௐ
&0,,& ௐKRVWHGௐE\ௐ+XLFRQJௐ3XEOLFDWLRQVௐDQGௐ&KLQDௐ&RQVWUXFWLRQௐ0DFKLQHU\ௐ,QGXVWU\ௐ
$VVRFLDWLRQ
ௐௐ5HQWDOௐ5HDGHUV ௐ&KRLFHௐ$ZDUG
ௐௐ7UXHௐ9DOXHௐ5HQWDOௐ&RQVWUXFWLRQௐ(TXLSPHQWௐ9HQGRUௐRIௐWKHௐ<HDU
ௐௐ5(5ௐ0DJD]LQHௐ,QQRYDWLYHௐ3URGXFWௐ$ZDUGௐ*HQLHௐ6;;&
ௐௐ&DWHUSLOODUௐ'HDOHUௐ9HQGRUௐRIௐWKHௐ<HDU
:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ 7HUH[ௐ*RYHUQPHQWௐ3URJUDPVௐ 1RWௐ*6$
JRYHUQPHQWDOௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV /HVVௐWKDQௐௐDQQXDOO\
:HௐGRௐQRWௐFDSWXUHௐVDOHVௐWRௐJRYHUQPHQWDOௐDJHQFLHVௐVROGௐWKURXJKௐRXUௐGHDOHUV
:KDWௐSHUFHQWDJHௐRIௐ\RXUௐVDOHVௐDUHௐWRௐWKHௐ 1$
HGXFDWLRQௐVHFWRUௐLQௐWKHௐSDVWௐWKUHHௐ\HDUV :HௐGRௐQRWௐVHOOௐGLUHFWO\ௐWRௐWKHௐHGXFDWLRQௐVHFWRUௐDQGௐGRௐQRWௐFDSWXUHௐWKLVௐLQIRUPDWLRQௐ
IURPௐRXUௐ'HDOHUV
/LVWௐDQ\ௐVWDWHௐSURYLQFLDOௐRUௐFRRSHUDWLYHௐ 1$
SXUFKDVLQJௐFRQWUDFWVௐWKDWௐ\RXௐKROGௐ:KDWௐLVௐ 7KHVHௐW\SHVௐRIௐFRQWUDFWVௐZRXOGௐEHௐDGPLQLVWHUHGௐE\ௐRXUௐGHDOHUVௐDQGௐZHௐGRௐQRWௐ
WKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐHDFKௐRIௐWKHVHௐ FDSWXUHௐWKLVௐLQIRUPDWLRQ
FRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ\HDUV"
/LVWௐDQ\ௐ*6$ௐFRQWUDFWVௐRUௐ6WDQGLQJௐ2IIHUVௐ 1$
DQGௐ6XSSO\ௐ$UUDQJHPHQWVௐ 626$ ௐWKDWௐ\RXௐ :HௐKROGௐQRௐ*6$ௐFRQWUDFWV
KROGௐ:KDWௐLVௐWKHௐDQQXDOௐVDOHVௐYROXPHௐIRUௐ
HDFKௐRIௐWKHVHௐFRQWUDFWVௐRYHUௐWKHௐSDVWௐWKUHHௐ
\HDUV"
7DEOH5HIHUHQFHV7HVWLPRQLDOV
/LQH,WHP6XSSO\UHIHUHQFHLQIRUPDWLRQIURPWKUHHFXVWRPHUVZKRDUHHOLJLEOHWREH6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHV
(QWLW\1DPH &RQWDFW1DPH 3KRQH1XPEHU
8QLWHGௐ5HQWDOV %REௐ&DXGOH
'LUHFWRUௐ8QLWHGௐ5HQWDOVௐ*RYHUQPHQWDOௐ6DOHV
6LOLFRQௐ9DOOH\ௐ&OHDQௐ:DWHU -HUU\ௐ'\H
7RUUDQFHௐ8QLILHGௐ6FKRROௐ'LVW &\QWKLDௐ5RFKD
Bid Number: RFP 020923 Vendor Name: TEREX CORP
7DEOH7RS)LYH*RYHUQPHQWRU(GXFDWLRQ&XVWRPHUV
/LQH,WHP3URYLGHDOLVWRI\RXUWRSILYHJRYHUQPHQWHGXFDWLRQRUQRQSURILWFXVWRPHUV HQWLW\QDPHLVRSWLRQDO LQFOXGLQJHQWLW\
W\SHWKHVWDWHRUSURYLQFHWKHHQWLW\LVORFDWHGLQVFRSHRIWKHSURMHFW V VL]HRIWUDQVDFWLRQ V DQGGROODUYROXPHVIURPWKHSDVWWKUHH
\HDUV
6WDWH 'ROODU9ROXPH3DVW7KUHH
(QWLW\1DPH (QWLW\7\SH 6FRSHRI:RUN 6L]HRI7UDQVDFWLRQV
3URYLQFH <HDUV
1$ *RYHUQPHQW $ODEDPD$/ 1$ 1$ 1$
1$ *RYHUQPHQW $ODEDPD$/ 1$ 1$ 1$
1$ *RYHUQPHQW $ODEDPD$/ 1$ 1$ 1$
1$ *RYHUQPHQW $ODEDPD$/ 1$ 1$ 1$
1$ *RYHUQPHQW $ODEDPD$/ 1$ 1$ 1$
7DEOH$ELOLW\WR6HOODQG'HOLYHU6HUYLFH
'HVFULEH\RXUFRPSDQ\¶VFDSDELOLW\WRPHHWWKHQHHGVRI6RXUFHZHOOSDUWLFLSDWLQJHQWLWLHVDFURVVWKH86DQG&DQDGDDVDSSOLFDEOH
<RXUUHVSRQVHVKRXOGDGGUHVVLQGHWDLODWOHDVWWKHIROORZLQJDUHDVORFDWLRQVRI\RXUQHWZRUNRIVDOHVDQGVHUYLFHSURYLGHUVWKHQXPEHU
RIZRUNHUV IXOOWLPHHTXLYDOHQWV LQYROYHGLQHDFKVHFWRUZKHWKHUWKHVHZRUNHUVDUH\RXUGLUHFWHPSOR\HHV RUHPSOR\HHVRIDWKLUG
SDUW\ DQGDQ\RYHUODSEHWZHHQWKHVDOHVDQGVHUYLFHIXQFWLRQV
/LQH
4XHVWLRQ 5HVSRQVH
,WHP
6DOHVௐIRUFH 2XUௐ6DOHVௐVXSSRUWௐZLOOௐFRQVLVWௐRIௐ7HUH[*HQLHௐIXOOௐWLPHௐILHOGௐDQGௐLQVLGHௐVDOHVௐVXSSRUWௐ
VWDIIௐDQGௐ6DOHVௐVXSSRUWௐIURPௐRXUௐH[WHQVLYHௐQHWZRUNௐRIௐRYHUௐௐ7HUH[*HQLHௐ'HDOHUV
*HQLHௐ$HULDOௐ:RUNௐ3ODWIRUPVௐ)XOOௐ7LPHௐ6DOHVௐ7HDPௐ0HPEHUV
5HJLRQDOௐ)LHOGௐ6DOHVௐ7HDPௐௐ1RUWKௐ$PHULFDௐ ௐ&RYHULQJௐHYHU\ௐ6WDWHௐDQGௐ3URYLQFHௐ
LQௐWKHௐ86ௐDQGௐ&DQDGD
*HQLHௐ,QVLGHௐ6DOHVௐௐ1RUWKௐ$PHULFDௐ ௐORFDWHGௐUHPRWHO\ௐRUௐDWௐWKHௐFRUSRUDWHௐRIILFHௐLQௐ
%RWKHOOௐ:$
7KHௐ7HUH[*HQLHௐ6DOHVௐ6XSSRUWௐ7HDPௐ0HPEHUVௐDUHௐVWUDWHJLFDOO\ௐORFDWHGௐWKURXJKRXWௐ
WKHௐ86ௐ ௐ&DQDGDௐ(DFKௐ7HDPௐ0HPEHUௐFRYHUVௐDௐ5HJLRQௐRIௐWKHௐFRXQWU\ௐDQGௐZRUNௐ
WRJHWKHUௐZLWKௐRXUௐ)LHOGௐ6HUYLFHௐ7HDPௐ0HPEHUVௐWRௐVXSSRUWௐWKHௐVDOHVௐVHUYLFHௐDQGௐ
SDUWVௐQHHGVௐRIௐRXUௐGHDOHUVௐDQGௐHQGௐXVHUVௐௐ
7HUH[*HQLHௐ'HDOHUV
2XUௐH[WHQVLYHௐQHWZRUNௐRIௐRYHUௐௐ'HDOHUVௐLVௐWKHௐIRFDOௐSRLQWௐRIௐFRQWDFWௐZLWKௐWKHௐ
6RXUFH:HOOௐ0HPEHUௐ7KHௐYDVWௐPDMRULW\ௐRIௐRXUௐGHDOHUVௐKDYHௐ2XWVLGHௐ6DOHVௐ
5HSUHVHQWDWLYHVௐZKRVHௐUHVSRQVLELOLW\ௐLVௐWRௐSURPRWHௐ6RXUFH:HOOௐSURVSHFWௐLQIRUPௐ
UHFRPPHQGௐDQGௐVDOHௐDHULDOௐOLIWVௐDQGௐWHOHKDQGOHUVௐDVௐSDUWௐRIௐWKHLUௐSRUWIROLRௐRIௐSURGXFWVௐ
6RXUFH:HOOௐPHPEHUVௐVKRXOGௐFRQWDFWௐWKHLUௐORFDOௐGHDOHUௐIRUௐSURGXFWௐUHFRPPHQGDWLRQVௐ
VSHFLILFDWLRQVௐILHOGௐGHPRQVWUDWLRQVௐSULFLQJௐDQGௐDYDLODELOLW\ௐ
*HQLHௐKDVௐDௐFRPSUHKHQVLYHௐZHEVLWHௐ6RXUFH:HOOௐ0HPEHUVௐFDQௐUHIHUHQFHௐIRUௐ
LQIRUPDWLRQௐQHHGHGௐLQௐDQDO\]LQJௐDQGௐFKRRVLQJௐWKHௐULJKWௐHTXLSPHQWௐIRUௐWKHௐMREௐ*HQLHௐ
:HEVLWHௐ3URGXFWௐ'HVFULSWLRQVௐ3LFWXUHVௐ6SHFLILFDWLRQVௐ'HPRQVWUDWLRQௐYLGHRV
'HDOHUௐQHWZRUNௐRUௐRWKHUௐGLVWULEXWLRQௐ 7HUH[*HQLHௐGLVWULEXWHௐ$HULDOௐ:RUNௐ3ODWIRUPVௐDQGௐ7HOHKDQGOHUVௐWKURXJKௐDQௐH[WHQVLYHௐ
PHWKRGV QHWZRUNௐRIௐRYHUௐௐ'HDOHUௐORFDWLRQVௐLQௐ1RUWKௐ$PHULFDௐ2XUௐGHDOHUVௐFRQVLVWௐRIௐ
&RQVWUXFWLRQௐ(TXLSPHQWௐGHDOHUVௐ1DWLRQDOௐ5HJLRQDOௐ,QGHSHQGHQWௐDQGௐVLQJOHௐORFDWLRQௐ
5HQWDOௐ(TXLSPHQWௐ&RPSDQLHVௐDQGௐ)RUNௐ7UXFNௐGHDOHUV
ௐ$OOௐ7HUH[*HQLHௐ$HULDOௐ:RUNௐ3ODWIRUPVௐZLOOௐEHௐVROGௐWKURXJKௐDௐORFDOௐ'HDOHUௐ2QHௐ
FKRVHQௐE\ௐWKHௐ6RXUFH:HOOௐPHPEHUௐRUௐUHFRPPHQGHGௐE\ௐ*HQLHௐLIௐQHHGHGௐ6RXUFH:HOOௐ
PHPEHUVௐFDQௐXVHௐWKHௐ'HDOHUௐORFDWRUௐRQௐRXUௐZHEVLWHௐZZZJHQLHOLIWFRPௐWRௐILQGௐWKHௐ
QHDUHVWௐGHDOHU
Bid Number: RFP 020923 Vendor Name: TEREX CORP
6HUYLFHௐIRUFH *HQLHௐ$HULDOௐ:RUNௐ3ODWIRUPௐ)XOOௐ7LPHௐ)LHOGௐ3URGXFWௐ6XSSRUWௐ7HDPௐ0HPEHUV
5HJLRQDOௐ)LHOGௐ6HUYLFH3URGXFWௐ6XSSRUWௐௐ
5HJLRQDOௐ3DUWVௐ0DQDJHUௐௐ
5HJLRQDOௐ2SHUDWRUௐ7UDLQHUVௐ
,QVLGHௐ6HUYLFHௐ7HFKQLFDOௐ6XSSRUWௐ3DUWVௐ7HDPௐPHPEHUVௐௐ
7KHௐ7HUH[*HQLHௐ)LHOGௐ3URGXFWௐ6XSSRUWௐ7HDPௐ0HPEHUVௐDUHௐVWUDWHJLFDOO\ௐORFDWHGௐ
WKURXJKRXWௐWKHௐ86ௐ ௐ&DQDGDௐFRYHULQJௐHYHU\ௐ6WDWHௐDQGௐ3URYLQFHௐ(DFKௐ7HDPௐ
0HPEHUௐFRYHUVௐDௐ5HJLRQௐRIௐWKHௐFRXQWU\ௐDQGௐZRUNௐWRJHWKHUௐZLWKௐRXUௐ)LHOGௐ6DOHVௐ
7HDPௐ0HPEHUVௐWRௐVXSSRUWௐWKHௐVDOHVௐVHUYLFHௐDQGௐSDUWVௐQHHGVௐRIௐRXUௐGHDOHUVௐDQGௐ
HQGௐXVHUVௐௐ
'HDOHUௐ3URGXFWௐ6XSSRUW
(DFKௐRIௐRXUௐQHWZRUNௐRIௐGHDOHUVௐKDYHௐIXOOௐWLPHௐPHFKDQLFVௐRQௐVWDIIௐWRௐWURXEOHVKRRWௐDQGௐ
UHSDLUௐ*HQLHௐ$HULDOௐ:RUNௐ3ODWIRUPVௐDQGௐ7HOHKDQGOHUVௐ'HDOHUௐ6HUYLFHௐDQGௐ3DUWVௐ
0DQDJHUVௐDUHௐDYDLODEOHௐWRௐSURFHVVௐSDUWVௐRUGHUVௐUHWXUQVௐDQGௐILOHௐZDUUDQW\ௐFODLPV
'HVFULEHௐWKHௐRUGHULQJௐSURFHVVௐ,IௐRUGHUVௐ 2UGHUVௐIRUௐ*HQLHௐ$HULDOௐ:RUNௐ3ODWIRUPVௐZLOOௐEHௐSODFHGௐZLWKௐDௐ*HQLHௐ'HDOHUௐFKRVHQௐ
ZLOOௐEHௐKDQGOHGௐE\ௐGLVWULEXWRUVௐGHDOHUVௐRUௐ E\ௐWKHௐ6RXUFH:HOOௐPHPEHUௐRUௐUHFRPPHQGHGௐE\ௐ*HQLH
RWKHUVௐH[SODLQௐWKHௐUHVSHFWLYHௐUROHVௐRIௐWKHௐ ௐ6RXUFH:HOOௐPHPEHUௐFDQௐFRQWDFWௐ*HQLHௐIRUௐSULFHௐDQGௐDYDLODELOLW\
3URSRVHUௐDQGௐRWKHUV ௐௐ*HQLHௐZLOOௐUHFRPPHQGௐORFDOௐGHDOHUVௐIRUௐPHPEHUௐWRௐFRQWDFWௐIRUௐSULFLQJௐDQGௐ
DYDLODELOLW\
ௐ6RXUFH:HOOௐPHPEHUௐFDQௐFRQWDFWௐDௐORFDOௐGHDOHUௐIRUௐSULFLQJௐDQGௐDYDLODELOLW\ௐRUௐ
VHDUFKௐIRUௐORFDOௐGHDOHUVௐWKURXJKௐRXUௐZHEVLWH
ௐ'HDOHUௐWRௐFRQWDFWௐ*HQLHௐIRUௐ6RXUFH:HOOௐPHPEHUௐSULFLQJௐLIௐUHTXLUHGௐDQGௐDYDLODELOLW\
ௐ6RXUFH:HOOௐPHPEHUௐLVVXHVௐ32ௐWRௐGHDOHUௐZKRௐLQௐWXUQௐRUGHUVௐWKHௐHTXLSPHQWௐIURPௐ
*HQLH
ௐ7KHௐPDMRULW\ௐRIௐ*HQLHௐSURGXFWVௐDUHௐUHTXLUHGௐE\ௐ$16,ௐVWDQGDUGVௐWRௐVKLSௐGLUHFWO\ௐWRௐ
WKHௐDXWKRUL]HGௐ'HDOHUௐIRUௐDௐSUHGHOLYHU\ௐLQVSHFWLRQௐSULRUௐWRௐGHOLYHU\ௐWRௐWKHௐ6RXUFH:HOOௐ
PHPEHUௐௐ6RPHௐ*HQLHௐSURGXFWVௐFDQௐEHௐGURSSHGௐVKLSSHGௐGLUHFWO\ௐWRௐWKHௐ6RXUFH:HOOௐ
PHPEHU
'HVFULEHௐLQௐGHWDLOௐWKHௐSURFHVVௐDQGௐ $OOௐFXVWRPHUௐVHUYLFHௐLVVXHVௐDUHௐSURFHVVHGௐE\ௐDௐ*HQLHௐ'HDOHUௐRUௐ7HUH[ௐ6HUYLFHVௐ
SURFHGXUHௐRIௐ\RXUௐFXVWRPHUௐVHUYLFHௐ ORFDWLRQௐ
SURJUDPௐLIௐDSSOLFDEOHௐௐ,QFOXGHௐ\RXUௐ &XVWRPHUௐ6HULYLFH
UHVSRQVHWLPHௐFDSDELOLWLHVௐDQGௐ ௐௐ5HSDLUV:DUUDQW\ௐ5HSDLUVௐ6RXUFH:HOOௐPHPEHUௐZRXOGௐSUHIHUDEO\ௐFRQWDFWௐWKHௐORFDOௐ
FRPPLWPHQWVௐDVௐZHOOௐDVௐDQ\ௐLQFHQWLYHVௐ SXUFKDVLQJௐGHDOHUௐIRUௐUHSDLUVௐ,IௐUHSDLUௐVHUYLFHVௐDUHௐQRWௐDYDLODEOHௐLQௐDௐWLPHO\ௐPDQQHUௐ
WKDWௐKHOSௐ\RXUௐSURYLGHUVௐPHHWௐ\RXUௐVWDWHGௐ GXHௐWRௐVFKHGXOLQJௐVKRSௐFDSDFLW\ௐRUௐRWKHUZLVHௐWKHௐ6RXUFH:HOOௐ0HPEHUௐFDQௐFRQWDFWௐ
VHUYLFHௐJRDOVௐRUௐSURPLVHV RWKHUௐ*HQLHௐGHDOHUVௐLQௐWKHLUௐDUHDௐ,IௐWKHௐ6RXUFH:HOOௐ0HPEHUௐUHTXLUHVௐDVVLVWDQFHௐ
ORFDWLQJௐDGGLWLRQDOௐGHDOHUVௐWKH\ௐFDQௐFRQWDFWௐ*HQLH Vௐ6RXUFH:HOOௐFRQWUDFWௐDGPLQLVWUDWRUௐ
IRUௐDVVLVWDQFHௐ
*HQLHௐ$HULDOௐ3URVௐLVௐDௐOLQNௐRQௐRXUௐZHEVLWHௐWKDWௐWDNHVௐFXVWRPHUVௐDQGௐGHDOHUVௐWRௐ
VௐRIௐRQOLQHௐVHUYLFHௐYLGHRௐWXWRULDOVௐIRUௐVRPHௐRIௐWKHௐPRVWௐFRPPRQௐVHUYLFHௐDQGௐ
WURXEOHVKRRWLQJௐLVVXHVௐUHODWHGௐWRௐ*HQLHௐ$HULDOௐ(TXLSPHQWௐDQGௐ7HOHKDQGOHUVௐ
ௐௐ3DUWVௐௐ7KHௐ6RXUFH:HOOௐ0HPEHUௐVKRXOGௐFRQWDFWௐDௐORFDOௐ*HQLHௐGHDOHUௐIRUௐSDUWVௐ
*HQLHௐGRHVௐQRWௐVHOOௐSDUWVௐGLUHFWO\ௐWRௐHQGௐXVHUVௐ
ௐௐ2SHUDWRUௐ7UDLQLQJௐௐ7KHௐ6RXUFH:HOOௐ0HPEHUௐVKRXOGௐFRQWDFWௐDௐORFDOௐGHDOHUௐWRௐ
LQTXLUHௐUHJDUGLQJௐ2SHUDWRUௐ7UDLQLQJௐFDSDELOLWLHVௐ1RWௐDOOௐ*HQLHௐGHDOHUVௐKDYHௐWUDLQHGௐ
WUDLQHUVௐRQௐVWDIIௐ,QௐWKLVௐHYHQWௐWKHௐ6RXUFH:HOOௐ0HPEHUௐVKRXOGௐFRQWDFWௐ*HQLHௐIRUௐDௐ
UHFRPPHQGHGௐORFDOௐ*HQLHௐGHDOHUௐZKRௐKDYHௐWUDLQHGௐWUDLQHUVௐRQௐVWDII
'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ *HQLHௐLVௐDௐJOREDOௐFRPSDQ\ௐZLWKௐௐ\HDUVௐRIௐH[SHULHQFHௐ:HௐVXSSO\ௐDHULDOௐDQGௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ WHOHKDQGOHUௐSURGXFWVௐDOOௐRYHUௐWKHௐZRUOGௐWKURXJKௐDௐQHWZRUNௐRIௐFDSDEOHௐ'HDOHUVௐ:Hௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐWKHௐ DUHௐDௐOHDGHUௐLQௐRXUௐLQGXVWU\ௐZLWKௐ\HDUVௐRIௐH[SHULHQFHௐSURYLGLQJௐXQSDUDOOHOHGௐFXVWRPHUௐ
8QLWHGௐ6WDWHV VHUYLFHௐUHOLDEOHௐSURGXFWVௐDQGௐH[FHHGLQJௐWKHௐQHHGVௐRIௐRXUௐFXVWRPHUVௐ:HௐYLHZௐRXUௐ
UHODWLRQVKLSௐZLWKௐ6RXUFH:HOOௐDVௐLQWHJUDOௐWRௐRXUௐJRDOௐRIௐEHLQJௐWKHௐSUHIHUUHGௐ$HULDOௐ
:RUNௐ3ODWIRUPௐSURYLGHUௐLQௐWKHௐPDUNHWVௐZHௐVHUYHௐ6RXUFH:HOOௐSURYLGHVௐXVௐZLWKௐWKHௐ
DELOLW\ௐWRௐSURILWDEO\ௐJURZௐRXUௐPDUNHWௐVKDUHௐLQௐWKHௐJRYHUQPHQWDOௐDQGௐHGXFDWLRQDOௐ
PDUNHWV
'HVFULEHௐ\RXUௐDELOLW\ௐDQGௐZLOOLQJQHVVௐWRௐ *HQLHௐLVௐDௐJOREDOௐFRPSDQ\ௐZLWKௐௐ\HDUVௐRIௐH[SHULHQFHௐ:HௐVXSSO\ௐDHULDOௐDQGௐ
SURYLGHௐ\RXUௐSURGXFWVௐDQGௐVHUYLFHVௐWRௐ WHOHKDQGOHUௐSURGXFWVௐDOOௐRYHUௐWKHௐZRUOGௐWKURXJKௐDௐQHWZRUNௐRIௐFDSDEOHௐ'HDOHUVௐ:Hௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐLQௐ&DQDGD DUHௐDௐOHDGHUௐLQௐRXUௐLQGXVWU\ௐZLWKௐ\HDUVௐRIௐH[SHULHQFHௐSURYLGLQJௐXQSDUDOOHOHGௐFXVWRPHUௐ
VHUYLFHௐUHOLDEOHௐSURGXFWVௐDQGௐH[FHHGLQJௐWKHௐQHHGVௐRIௐRXUௐFXVWRPHUVௐ:HௐYLHZௐRXUௐ
UHODWLRQVKLSௐZLWKௐ6RXUFH:HOOௐDVௐLQWHJUDOௐWRௐRXUௐJRDOௐRIௐEHLQJௐWKHௐSUHIHUUHGௐ$HULDOௐ
:RUNௐ3ODWIRUPௐSURYLGHUௐLQௐWKHௐPDUNHWVௐZHௐVHUYHௐ6RXUFH:HOOௐSURYLGHVௐXVௐZLWKௐWKHௐ
DELOLW\ௐWRௐSURILWDEO\ௐJURZௐRXUௐPDUNHWௐVKDUHௐLQௐWKHௐJRYHUQPHQWDOௐDQGௐHGXFDWLRQDOௐ
PDUNHWV
,GHQWLI\ௐDQ\ௐJHRJUDSKLFௐDUHDVௐRIௐWKHௐ8QLWHGௐ 1RQH
6WDWHVௐRUௐ&DQDGDௐWKDWௐ\RXௐZLOOௐ127ௐEHௐ
IXOO\ௐVHUYLQJௐWKURXJKௐWKHௐSURSRVHGௐFRQWUDFW
Bid Number: RFP 020923 Vendor Name: TEREX CORP
,GHQWLI\ௐDQ\ௐ6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐ 1RQH
VHFWRUVௐ LHௐJRYHUQPHQWௐHGXFDWLRQௐQRWIRU
SURILW ௐWKDWௐ\RXௐZLOOௐ127ௐEHௐIXOO\ௐVHUYLQJௐ
WKURXJKௐWKHௐSURSRVHGௐFRQWUDFWௐ([SODLQௐLQௐ
GHWDLOௐ)RUௐH[DPSOHௐGRHVௐ\RXUௐFRPSDQ\ௐ
KDYHௐRQO\ௐDௐUHJLRQDOௐSUHVHQFHௐRUௐGRௐRWKHUௐ
FRRSHUDWLYHௐSXUFKDVLQJௐFRQWUDFWVௐOLPLWௐ\RXUௐ
DELOLW\ௐWRௐSURPRWHௐDQRWKHUௐFRQWUDFW"
'HILQHௐDQ\ௐVSHFLILFௐFRQWUDFWௐUHTXLUHPHQWVௐ 6KLSPHQWVௐRIௐDHULDOௐHTXLSPHQWௐDQGௐWHOHKDQGOHUVௐWRௐ+DZDLLௐDQGௐ$ODVNDௐFDQௐDQGௐGRௐ
RUௐUHVWULFWLRQVௐWKDWௐZRXOGௐDSSO\ௐWRௐRXUௐ SURYLGHௐFKDOOHQJHVௐIURPௐDௐWUDQVSRUWDWLRQVKLSSLQJௐSHUVSHFWLYHௐ,QௐWKLVௐFDVHௐZHௐZRXOGௐ
SDUWLFLSDWLQJௐHQWLWLHVௐLQௐ+DZDLLௐDQGௐ$ODVNDௐ QHHGௐWRௐFRQVLGHUௐWKHVHௐFKDOOHQJHVௐRQௐDQௐLQGLYLGXDOௐEDVLVௐIRUௐLWHPVௐVKLSSHGௐWRௐWKHVHௐ
DQGௐLQௐ86ௐ7HUULWRULHV ORFDWLRQVௐ)UHLJKWௐSULFHVௐLQௐWKHௐSURSRVDOௐVWDWHௐWRௐFDOOௐILUVWௐLIௐVKLSSLQJௐWRௐ$ODVNDௐRUௐ
+DZDLL
7DEOH0DUNHWLQJ3ODQ
/LQH
4XHVWLRQ 5HVSRQVH
,WHP
'HVFULEHௐ\RXUௐPDUNHWLQJௐVWUDWHJ\ௐIRUௐ 7KHௐ*HQLHௐ5HJLRQDOௐ6DOHVௐ0DQDJHUVௐDUHௐSULPDULO\ௐUHVSRQVLEOHௐIRUௐFRPPXQLFDWLQJௐZLWKௐRXUௐ
SURPRWLQJௐWKLVௐFRQWUDFWௐRSSRUWXQLW\ௐௐ GHDOHUVௐLQIRUPLQJௐWKHPௐZHௐDUHௐDௐ6RXUFH:HOOௐSURYLGHUௐDQGௐWKHௐDGYDQWDJHVௐRIௐDௐ
8SORDGௐUHSUHVHQWDWLYHௐVDPSOHVௐRIௐ\RXUௐ FRRSHUDWLYHௐSXUFKDVLQJௐSURJUDPௐ:HௐFRQGXFWௐ6RXUFH:HOOௐIDPLOLDUL]DWLRQௐDQGௐLQIRUPDWLRQௐ
PDUNHWLQJௐPDWHULDOVௐ LIௐDSSOLFDEOH ௐLQௐ WUDLQLQJௐWZLFHௐDௐ\HDUௐIRUௐWKHௐHQWLUHௐVDOHVௐRUJDQL]DWLRQௐDQGௐSURYLGHௐWKHPௐZLWKௐDFFHVVௐWRௐDௐ
WKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ 6RXUFH:HOOௐPDUNHWLQJௐIO\HUௐSURGXFHGௐE\ௐRXUௐ0DUNHWLQJௐ'HSDUWPHQWௐWRௐEHௐXVHGௐLQௐ
UHVSRQVH GLVFXVVLRQVௐZLWKௐ'HDOHUVௐ:HௐDOVRௐSURYLGHௐWUDLQLQJௐRQௐKRZௐWRௐUHJLVWHUௐRQௐWKHௐVXSSOLHUௐ
SRUWDOௐDQGௐDFFHVVௐWKHௐPDQ\ௐUHVRXUFHVௐDYDLODEOHௐDQGௐKRZௐWRௐFRPPXQLFDWHௐDQGௐHQFRXUDJHௐ
RXUௐGHDOHUVௐWRௐXWLOL]HௐWKRVHௐUHVRXUFHVௐWRௐXQGHUVWDQGௐLGHQWLI\ௐDQGௐFRPPXQLFDWHௐZLWKௐWKHLUௐ
SURVSHFWLYHௐFXVWRPHUVௐௐ7KLVௐWUDLQLQJௐLVௐEHQHILFLDOௐLVௐSUHSDULQJௐRXUௐVDOHVௐRUJDQL]DWLRQௐWRௐ
GLVFXVVௐWKHௐDGYDQWDJHVௐRIௐFRRSHUDWLYHௐSXUFKDVLQJௐDQGௐWKHௐILQDQFLDOௐEHQHILWVௐWRௐERWKௐWKHௐ
PHPEHUௐDQGௐ'HDOHUௐ6KRXOGௐZHௐEHௐDZDUGHGௐDௐFRQWUDFWௐZHௐZLOOௐVWUDWHJL]HௐZLWKௐRXUௐ
0DUNHWLQJௐWHDPௐPHPEHUVௐWRௐFUHDWHௐDௐVWUDWHJ\ௐWRௐSURPRWHௐWKHௐDZDUGௐDQGௐLGHQWLI\ௐ*HQLHௐ
DVௐDௐ6RXUFH:HOOௐVXSSOLHUௐWRௐ6RXUFH:HOOௐ0HPEHUVௐDQGௐRXUௐ'HDOHUV
'HVFULEHௐ\RXUௐXVHௐRIௐWHFKQRORJ\ௐDQGௐ *HQLHௐKDVௐDௐGHGLFDWHGௐ0HGLDௐ0DQDJHUௐDQGௐVXSSRUWௐVWDIIௐ,IௐDZDUGHGௐWKHௐFRQWUDFWௐZHௐZLOOௐ
GLJLWDOௐGDWDௐ HJௐVRFLDOௐPHGLDௐ XVHௐRXUௐVRFLDOௐPHGLDௐSODWIRUPVௐWRௐDGYHUWLVHௐWKHௐ6RXUFH:HOOௐDZDUGௐ,QௐDGGLWLRQௐDVௐSDUWௐRIௐ
PHWDGDWDௐXVDJH ௐWRௐHQKDQFHௐ RXUௐVDOHVௐWUDLQLQJௐZHௐZLOOௐOHYHUDJHௐHDFKௐLQGLYLGXDOௐ5HJLRQDOௐ6DOHVௐ0DQDJHUVௐ/LQNHGLQௐ
PDUNHWLQJௐHIIHFWLYHQHVV SURILOHVௐWRௐFRPPXQLFDWHௐRXUௐDZDUG
,Qௐ\RXUௐYLHZௐZKDWௐLVௐ6RXUFHZHOO¶VௐUROHௐ 7KDWௐ6RXUFH:HOOௐZLOOௐOHYHUDJHௐWKHLUௐH[LVWLQJௐSODWIRUPVௐWRௐSURPRWHௐ6RXUFH:HOOௐVXSSOLHUVௐWRௐ
LQௐSURPRWLQJௐFRQWUDFWVௐDULVLQJௐRXWௐRIௐ WKHLUௐPHPEHUVௐ7KLVௐZRXOGௐLQFOXGHௐ\RXUௐPDJD]LQHௐVRFLDOௐPHGLDௐZHEVLWHௐ*7.8ௐVHPLQDUVௐ
WKLVௐ5)3"ௐ+RZௐZLOOௐ\RXௐLQWHJUDWHௐDௐ DQGௐ7UDGHௐ6KRZV
6RXUFHZHOODZDUGHGௐFRQWUDFWௐLQWRௐ\RXUௐ
VDOHVௐSURFHVV"
$UHௐ\RXUௐSURGXFWVௐRUௐVHUYLFHVௐ 6DOHVௐWUDQVDFWLRQVௐDUHௐSURFHVVHGௐE\ௐRXUௐ'HDOHUVௐ:HௐGRQ WௐKDYHௐHQRXJKௐLQIRUPDWLRQௐWRௐ
DYDLODEOHௐWKURXJKௐDQௐHSURFXUHPHQWௐ FRPPHQWௐRQௐWKHLUௐDELOLWLHVௐWRௐWUDQVDFWௐWKURXJKௐDQௐHSURFXUHPHQWௐV\VWHP
RUGHULQJௐSURFHVV"ௐ,IௐVRௐGHVFULEHௐ\RXUௐ
HSURFXUHPHQWௐV\VWHPௐDQGௐKRZௐ
JRYHUQPHQWDOௐDQGௐHGXFDWLRQDOௐ
FXVWRPHUVௐKDYHௐXVHGௐLW
7DEOH9DOXH$GGHG$WWULEXWHV
/LQH
4XHVWLRQ 5HVSRQVH
,WHP
'HVFULEHௐDQ\ௐSURGXFWௐHTXLSPHQWௐ *HQLHௐSURYLGHVௐVHUYLFHௐ ௐUHSDLUௐSDUWVௐZDUUDQW\ௐDQGௐRSHUDWRUௐWUDLQLQJௐWRௐRXUௐGHDOHUVௐZKRௐLQௐ
PDLQWHQDQFHௐRUௐRSHUDWRUௐWUDLQLQJௐ WXUQௐFDQௐRIIHUௐWKRVHௐVHUYLFHVௐWRௐWKHௐ6RXUFH:HOOௐPHPEHUௐௐ7KHVHௐZRXOGௐLQFOXGHௐSURGXFWௐ
SURJUDPVௐWKDWௐ\RXௐRIIHUௐWRௐ IDPLOLDUL]DWLRQௐDQGௐRSHUDWLRQௐSHULRGLFௐPDLQWHQDQFHௐDQGௐEDVLFௐGLDJQRVWLFVௐ:HௐGRௐRIIHUௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHVௐ 2SHUDWRUௐ7UDLQLQJௐDQGௐ7UDLQௐWKHௐ7UDLQHUௐWUDLQLQJௐWRௐHQGௐXVHUVௐWKURXJKௐRXUௐSURSULHWDU\ௐ/LIWௐ3URௐ
,QFOXGHௐGHWDLOVௐVXFKௐDVௐZKHWKHUௐ 7UDLQLQJௐ3URJUDPௐ0RVWௐRIௐWKHௐWUDLQLQJௐFDQௐWDNHௐSODFHௐRQOLQHௐ2XUௐWUDLQLQJௐVWDIIௐFDQௐFRQGXFWௐ
WUDLQLQJௐLVௐVWDQGDUGௐRUௐRSWLRQDOௐ WUDLQLQJௐLQௐSHUVRQௐDWௐWKHௐPHPEHUVௐORFDWLRQௐRUௐRQVLWHௐDWௐRQHௐRIௐ*HQLH VௐGHVLJQDWHGௐWUDLQLQJௐ
ZKRௐSURYLGHVௐWUDLQLQJௐDQGௐDQ\ௐ VLWHVௐRUௐ'HDOHUௐORFDWLRQVௐLQௐ1RUWKௐ$PHULFDௐ3ULFLQJௐLVௐGHSHQGHQWௐRQௐWKHௐQXPEHUௐRIௐ
FRVWVௐWKDWௐDSSO\ SDUWLFLSDWHVௐORFDWLRQௐDQGௐWUDYHOௐFRVWௐDQGௐZRXOGௐEHௐTXRWHGௐRQௐDௐRQHRIIௐEDVLV
Bid Number: RFP 020923 Vendor Name: TEREX CORP
'HVFULEHௐDQ\ௐWHFKQRORJLFDOௐ 7HUH[*HQLHௐDUHௐFRPPLWWHGௐWRௐ(QYLURQPHQWDOௐ6WHZDUGVKLSௐ2XUௐJRDOVௐLQFOXGHௐWKHௐIROORZLQJ
DGYDQFHVௐWKDWௐ\RXUௐSURSRVHGௐ ௐ,QQRYDWLQJௐ(QYLURQPHQWDOO\ௐ)ULHQGO\ௐ3URGXFWV
SURGXFWVௐRUௐVHUYLFHVௐRIIHU ௐ2SHUDWLQJௐLQௐ(QYLURQPHQWDOO\ௐ)ULHQGO\ௐ0DQQHU
ௐ2IIHULQJௐௐRIௐDOOௐ7HUH[*HQLHௐ0RGHOVௐDVௐ(OHFWULFௐRUௐ
+\EULGௐ(OHFWULF
ௐ7DUJHWLQJௐௐ*+*ௐ(PLVVLRQௐ5HGXFWLRQௐE\ௐ
7KHௐXOWUDHIILFLHQWௐHOHFWULFௐ$&ௐGULYHௐPRWRUVௐDYDLODEOHௐRQௐDௐQXPEHUௐRIௐRXUௐVFLVVRUVௐDQGௐ
ERRPVௐDOORZௐIRUௐDௐIXOOௐGD\¶VௐSHUIRUPDQFHௐRQௐDௐVLQJOHௐEDWWHU\ௐFKDUJHௐPDNLQJௐLWௐDQௐLGHDOௐ
HFRIULHQGO\ௐVROXWLRQௐIRUௐDௐQXPEHUௐRIௐRXWGRRUௐDQGௐLQGRRUௐDSSOLFDWLRQVௐRQௐFRQVWUXFWLRQௐVLWHVௐ
IDFLOLWLHVௐPDOOVௐVSRUWVௐDUHQDVௐDQGௐDOVRௐFKDOOHQJLQJௐSHGHVWULDQௐDUHDV
2XUௐ+\EULGௐSRZHUHGௐERRPVௐFDQௐSHUIRUPௐLQௐDQ\ௐVXUIDFHௐLQFOXGLQJௐVRIWௐDQGௐORRVHௐURXJKௐ
WHUUDLQௐWKDQNVௐWRௐLWVௐOLJKWZHLJKWௐ$GGLWLRQDOO\ௐLWௐFDQௐZRUNௐPRUHௐWKDQௐRQHௐZHHNௐRQௐDௐVLQJOHௐ
WDQNௐRIௐIXHOௐDQGௐDௐIXOOௐGD\¶VௐVKLIWௐRQௐDௐVLQJOHௐEDWWHU\ௐFKDUJH
*HQLHௐHOHFWULFௐDQGௐK\EULGௐOLIWVௐUHTXLUHௐOHVVௐPDLQWHQDQFHௐDQGௐIHZHUௐUHSDLUVௐWKDQௐWKHLUௐGLHVHOௐ
FRXQWHUSDUWVௐ²ௐVDYLQJௐWLPHௐDQGௐNHHSLQJௐPDFKLQHVௐRQௐWKHௐMREVLWHௐLQVWHDGௐRIௐLQௐWKHௐVKRSௐ
DQGௐWKH\ UHௐIULHQGO\ௐRQௐWKHௐHQYLURQPHQWௐDOVRௐ/HVVௐFDUERQௐIRRWSULQWௐDQGௐOHVVௐK\GUDXOLFௐRLOௐ
GHSRVLWHGௐLQௐODQGILOOVௐ
)URPௐIXHOHOHFWULFௐK\EULGௐDUWLFXODWLQJௐERRPௐOLIWVௐWRௐ('ULYHௐOLWKLXPLRQௐVFLVVRUௐOLIWVௐZHௐRIIHUௐDௐ
$:3ௐOLQHXSௐWKDWௐLVௐௐHOHFWULILHGௐWRௐKHOSௐ\RXௐPHHWௐWKHௐJURZLQJௐGHPDQGௐIRUௐORZHUௐ
HPLVVLRQVௐDQGௐOHVVௐQRLVHௐ$OOௐZKLOHௐSURYLGLQJௐWKHௐKLJKௐSHUIRUPDQFHௐDQGௐORZௐ7&2ௐ\RX¶YHௐ
FRPHௐWRௐH[SHFWௐIURPௐ*HQLH
,Qௐ$XJXVWௐௐLWௐZDVௐDQQRXQFHGௐWKDWௐ7HUH[ௐZDVௐPDNLQJௐDௐ6HULHVௐ$ௐLQYHVWPHQWௐLQௐ$FFXORQௐ
(QHUJ\ௐDௐ&ROXPEXVௐ2KLREDVHGௐHQJLQHHULQJௐDQGௐFRQQHFWLYLW\ௐFRPSDQ\ௐIRFXVHGௐRQௐ
GHYHORSLQJௐWKHௐQH[WௐJHQHUDWLRQௐRIௐHOHFWULILFDWLRQௐVROXWLRQVௐIRUௐQRQDXWRPRWLYHௐHTXLSPHQWௐ
DSSOLFDWLRQVௐIXUWKHUௐFRQILUPLQJௐRXUௐFRPPLWPHQWௐWRௐHQYLURQPHQWDOௐVXVWDLQDELOLW\ௐDQGௐOHDGLQJ
HGJHௐWHFKQRORJLHVௐLQௐDHULDOௐHTXLSPHQWௐDQGௐWHOHKDQGOHUV
6HHௐDWWDFKHGௐௐ(6*ௐSUHVHQWDWLRQௐ
*HQLHௐ/LIWௐ&RQQHFWௐ7HOHPDWLFV
7KHௐ*HQLHௐ/LIWௐ&RQQHFWௐSURJUDPௐSURYLGHVௐIOHHWௐPDQDJHUVௐVHUYLFHௐPDQDJHUVௐDQGௐHQGௐXVHUVௐ
ZLWKௐWRROVௐWRௐPD[LPL]HௐHIILFLHQF\ௐDQGௐPLQLPL]HௐGRZQWLPH
<RXௐFDQௐXWLOL]HௐWKHௐ*HQLHௐ/LIWௐ&RQQHFWௐSURJUDPௐWR
ௐௐ5HPRWHO\ௐGLDJQRVHௐHTXLSPHQWௐVDYLQJௐWLPHௐDQGௐFRVWO\ௐVHUYLFHௐYLVLWV
ௐௐ9LHZௐPDFKLQHVௐZLWKௐXSFRPLQJௐPDLQWHQDQFHௐIRUௐHDV\ௐSODQQLQJ
ௐௐ9LHZௐDOHUWௐGDVKERDUGVௐWRௐLGHQWLI\ௐLIௐDFWLRQௐVKRXOGௐEHௐWDNHQ
ௐௐ8QGHUVWDQGௐWKHௐKHDOWKௐRIௐ\RXUௐPDFKLQHௐLQௐDௐVLQJOHௐYLHZ
ௐௐ6HDUFKௐGLUHFWO\ௐIRUௐDVVHWௐORFDWLRQௐDQGௐVWDWXV
ௐௐ8QGHUVWDQGௐPDFKLQHௐXWLOL]DWLRQௐDQGௐGULYHௐ52,&
'DWDௐFDQௐEHௐDFFHVVHGௐWKURXJKௐWKHௐ/LIWௐ&RQQHFWௐSRUWDOௐRUௐWKURXJKௐDௐPRELOHௐGHYLFH
'HVFULEHௐDQ\ௐ³JUHHQ´ௐLQLWLDWLYHVௐ :HௐKDYHௐHQYLURQPHQWDOௐURDGPDSVௐLQௐSODFHௐIRUௐDLUௐHPLVVLRQVௐFKHPLFDOௐPDQDJHPHQWௐHQHUJ\ௐ
WKDWௐUHODWHௐWRௐ\RXUௐFRPSDQ\ௐRUௐWRௐ FRQVHUYDWLRQ*+*ௐUHGXFWLRQௐKD]DUGRXVௐZDVWHௐVROLGௐJURXQGZDWHUௐDQGௐVWRUPௐZDWHUௐZDWHUௐ
\RXUௐSURGXFWVௐRUௐVHUYLFHVௐDQGௐ PDQDJHPHQWௐZDVWHௐPDQDJHPHQWௐDQGௐHQYLURQPHQWDOௐPDQDJHPHQWௐ2XUௐHQYLURQPHQWDOௐ
LQFOXGHௐDௐOLVWௐRIௐWKHௐFHUWLI\LQJௐ URDGPDSVௐHQDEOHௐ7HUH[ௐWRௐUHGXFHௐKD]DUGVௐDQGௐH[SRVXUHVௐDGKHUHௐWRௐWKHௐODZௐDQGௐSURDFWLYHO\ௐ
DJHQF\ௐIRUௐHDFK LPSURYHௐSURFHVVHVௐ
:HௐDUHௐWDUJHWLQJௐDௐௐUHGXFWLRQௐLQௐ*UHHQKRXVHௐ*DVௐ ³*+*´ ௐHPLVVLRQVௐE\ௐௐ IURPௐ
RXUௐௐEDVHOLQH ௐ:HௐPRQLWRUௐ*+*ௐHPLVVLRQௐIURPௐGLUHFWௐFRPEXVWLRQVௐHOHFWULFLW\ௐ
UHIULJHUDQWVௐDQGௐYHKLFOHௐIXHOௐXVDJHௐ$OOௐRXUௐVLWHVௐSDUWLFLSDWHௐLQௐRXUௐJUHHQKRXVHௐJDVௐHPLVVLRQௐ
UHGXFWLRQௐFDPSDLJQௐDQGௐDUHௐUHTXLUHGௐWRௐSXWௐSURFHVVHVௐLQௐSODFHௐ
WKDWௐZLOOௐUHGXFHௐHPLVVLRQV
,GHQWLI\ௐDQ\ௐWKLUGSDUW\ௐLVVXHGௐHFR 2QHௐRIௐ$PHULFDVௐPRVWௐ5HVSRQVLEOHௐ&RPSDQ\Vௐ
ODEHOVௐUDWLQJVௐRUௐFHUWLILFDWLRQVௐWKDWௐ $VௐDZDUGHGௐE\ௐ1HZVZHHNௐ0DJD]LQH
\RXUௐFRPSDQ\ௐKDVௐUHFHLYHGௐIRUௐ
WKHௐHTXLSPHQWௐRUௐSURGXFWVௐ
LQFOXGHGௐLQௐ\RXUௐ3URSRVDOௐUHODWHGௐ
WRௐHQHUJ\ௐHIILFLHQF\ௐRUௐ
FRQVHUYDWLRQௐOLIHF\FOHௐGHVLJQௐ
FUDGOHWRFUDGOH ௐRUௐRWKHUௐ
JUHHQVXVWDLQDELOLW\ௐIDFWRUV
Bid Number: RFP 020923 Vendor Name: TEREX CORP
'HVFULEHௐDQ\ௐ:RPHQௐRUௐ0LQRULW\ௐ 0DQ\ௐRIௐRXUௐ'HDOHUVௐDUHௐPLQRULW\ௐVPDOOௐEXVLQHVVௐRUௐYHWHUDQௐRZQHGௐEXVLQHVVHVௐEXWௐZHௐ
%XVLQHVVௐ(QWLW\ௐ :0%( ௐ6PDOOௐ GRQ WௐFDSWXUHௐWKLVௐLQIRUPDWLRQௐLQௐWKHௐFRXUVHௐRIௐEXVLQHVVௐ
%XVLQHVVௐ(QWLW\ௐ 6%( ௐRUௐYHWHUDQௐ
RZQHGௐEXVLQHVVௐFHUWLILFDWLRQVௐWKDWௐ )RUௐPDQ\ௐ\HDUVௐRXUௐ'LYHUVLW\ௐ ௐ,QFOXVLRQௐHIIRUWVௐKDYHௐ
\RXUௐFRPSDQ\ௐRUௐKXEௐSDUWQHUVௐ FHQWHUHGௐDURXQGௐVXSSRUWLQJௐZRPHQௐLQௐRXUௐRUJDQL]DWLRQௐWKURXJKௐ:RPHQ#7HUH[ௐ'XULQJௐௐ
KDYHௐREWDLQHGௐ8SORDGௐ ZHௐDGGHGௐWKHௐLPSRUWDQWௐFRQFHSWௐRIௐ³(TXLW\´ௐWRௐRXUௐ'LYHUVLW\ௐ ௐ,QFOXVLRQௐSURJUDPௐDVௐZHௐ
GRFXPHQWDWLRQௐRIௐFHUWLILFDWLRQௐ DVௐ H[SDQGHGௐRXUௐSURJUDPௐWRௐPDNHௐVXUHௐWKDWௐDOOௐQRQPDMRULW\ௐWHDPௐPHPEHUVௐIHHOௐDFFHSWHGௐDQGௐ
DSSOLFDEOH ௐLQௐWKHௐGRFXPHQWௐ KDYHௐRSSRUWXQLWLHVௐWRௐJURZௐZLWKLQௐ7HUH[ௐ7RௐDFKLHYHௐWKLVௐZHௐPRELOL]HGௐDௐ'LYHUVLW\ௐ(TXLW\ௐ ௐ
XSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH ,QFOXVLRQௐ$GYLVRU\ௐ&RPPLWWHHௐWKDWௐLVௐIRFXVHGௐRQௐWUDLQLQJௐGHYHORSPHQWௐUHFUXLWPHQWௐDQGௐ
LQFOXVLRQ
:HௐDUHௐSURXGௐRIௐWKHௐGLYHUVLW\ௐRIௐRXUௐ%RDUGௐ7KUHHௐRIௐRXUௐHLJKWௐGLUHFWRUVௐDUHௐZRPHQௐRQHௐLVௐ
&DULEEHDQ$PHULFDQௐDQGௐRQHௐLVௐ1DWLYHௐ$PHULFDQௐ2XUௐGLUHFWRUVௐDUHௐDOVRௐGLYHUVHௐLQௐWKHLUௐ
VNLOOVௐDQGௐH[SHULHQFHVௐLQௐLQGXVWU\ௐRSHUDWLRQVௐILQDQFLDOௐLQWHUQDWLRQDOௐRUௐRWKHUௐDWWULEXWHV
:20(1#7(5(;
2XUௐ&RPSDQ\ௐKDVௐDௐYLEUDQWௐJOREDOௐLQLWLDWLYHௐWRௐLQFUHDVHௐUHSUHVHQWDWLRQௐRIௐZRPHQௐLQௐRXUௐ
ZRUNSODFHௐEHFDXVHௐZHௐUHFRJQL]HௐWKDWௐZRPHQௐDUHௐRIWHQௐXQGHUUHSUHVHQWHGௐLQௐPDQXIDFWXULQJௐ
RUJDQL]DWLRQVௐVXFKௐDVௐRXUVௐ:HௐDUHௐPDNLQJௐH[FHOOHQWௐSURJUHVVௐ
ௐUHTXLULQJௐGLYHUVHௐFDQGLGDWHௐVODWHVௐVXSSRUWLQJௐZRPHQௐWKURXJKௐPHQWRULQJௐWUDLQLQJௐDQGௐ
FROOHDJXHWRFROOHDJXHௐHGXFDWLRQௐDQGௐXVLQJௐRXUௐWDOHQWௐGHYHORSPHQWௐSURFHVVௐWRௐLGHQWLI\ௐ
TXDOLILHGௐZRPHQௐIRUௐWKHLUௐ
QH[WௐUROH V ௐZLWKLQௐRXUௐRUJDQL]DWLRQௐௐ,QௐௐZHௐHVWDEOLVKHGௐ\HDUௐJRDOVௐWRௐLQFUHDVHௐ
UHSUHVHQWDWLRQௐLQௐௐDUHDVௐZRPHQௐLQௐOHDGHUVKLSௐZRPHQௐLQௐOLQHௐUROHVௐ OLNHௐRSHUDWLRQVௐ
HQJLQHHULQJௐDQGௐVDOHV ௐDQGௐ
ZRPHQௐRYHUDOOௐ+DYLQJௐPDGHௐSURJUHVVௐDJDLQVWௐWKHVHௐJRDOVௐZHௐKDYHௐH[WHQGHGௐWKHPௐIRUௐ
DQRWKHUௐௐ\HDUV
(;3$1',1*ௐ285ௐ',9(56,7<ௐ
(48,7<ௐ ௐ,1&/86,21ௐ)2&86ௐ
,QௐௐZHௐFRPPLWWHGௐWRௐH[SDQGௐRXUௐSULPDU\ௐ'LYHUVLW\ௐ(TXLW\ௐ ௐ,QFOXVLRQௐIRFXVௐDUHDVௐWRௐ
LQFOXGHௐUDFHௐDQGௐHWKQLFLW\ௐWRௐHQVXUHௐWKDWௐPHPEHUVௐRIௐXQGHUUHSUHVHQWHGௐJURXSVௐKDYHௐDௐ
VHQVHௐRIௐEHORQJLQJௐDQGௐFDQௐWKULYHௐZLWKLQௐRXUௐRUJDQL]DWLRQௐ:HௐLQWHQWLRQDOO\ௐGHILQHGௐRXUௐ
'LYHUVLW\ௐ(TXLW\ௐ ௐ,QFOXVLRQௐDVSLUDWLRQVௐLQLWLDOO\ௐIRFXVLQJௐRQௐRXUௐ86ௐZRUNIRUFH
7RௐLQFUHDVHௐPLQRULW\ௐUHSUHVHQWDWLRQௐE\ௐ
ௐ/HDGHUVKLSௐIURPௐௐWRௐ
ௐ0DQDJHPHQWௐIURPௐௐWRௐ
ௐ,QGLUHFWௐ0DQXIDFWXULQJௐIURPௐௐWRௐ
ௐ,QGLUHFWௐ6* $ௐIURPௐௐWRௐ
5HIHUHQFHௐௐ7HUH[ௐ(QYLURQPHQWDOௐ6RFLDOௐ ௐ*RYHUQDQFHௐ5HSRUWௐDWWDFKHG
:KDWௐXQLTXHௐDWWULEXWHVௐGRHVௐ\RXUௐ ௐ$ௐGHDOHUௐQHWZRUNௐFRYHULQJௐHYHU\ௐFRXQW\ௐDQGௐSURYLQFHௐLQௐWKHௐ86ௐ ௐ&DQDGD
FRPSDQ\ௐ\RXUௐSURGXFWVௐRUௐ\RXUௐ ௐ$FFHVVௐWRௐRQHௐRIௐWKHௐODUJHVWௐDQGௐPRVWௐFRPSUHKHQVLYHௐDHULDOௐZRUNௐSODWIRUPVௐDQGௐ
VHUYLFHVௐRIIHUௐWRௐ6RXUFHZHOOௐ WHOHKDQGOHUௐSURGXFWVௐDYDLODEOHௐ
SDUWLFLSDWLQJௐHQWLWLHV"ௐ:KDWௐPDNHVௐ ௐ8QSDUDOOHOௐ6DOHVௐDQGௐ3URGXFWௐ6XSSRUWௐFRYHUDJHௐWKURXJKௐRXUௐ'HDOHUVௐDQGௐ7HUH[*HQLHௐ
\RXUௐSURSRVHGௐVROXWLRQVௐXQLTXHௐLQௐ 5HJLRQDOௐ)LHOGௐ6WDII
\RXUௐLQGXVWU\ௐDVௐLWௐDSSOLHVௐWRௐ ௐ$ௐFRPSDQ\ௐFRPPLWWHGௐWRௐ6XVWDLQDELOLW\ௐZLWKௐRYHUௐௐRIௐRXUௐSURGXFWVௐRIIHULQJௐHOHFWULFௐ
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLWLHV" DQGௐK\EULGௐSRZHU
7DEOH$:DUUDQW\
'HVFULEHLQGHWDLO\RXUPDQXIDFWXUHUZDUUDQW\SURJUDPLQFOXGLQJFRQGLWLRQVDQGUHTXLUHPHQWVWRTXDOLI\FODLPVSURFHGXUH
DQGRYHUDOOVWUXFWXUH<RXPD\XSORDGUHSUHVHQWDWLYHVDPSOHVRI\RXUZDUUDQW\PDWHULDOV LIDSSOLFDEOH LQWKHGRFXPHQW
XSORDGVHFWLRQRI\RXUUHVSRQVHLQDGGLWLRQWRUHVSRQGLQJWRWKHTXHVWLRQVEHORZ
/LQH
4XHVWLRQ 5HVSRQVH
,WHP
Bid Number: RFP 020923 Vendor Name: TEREX CORP
'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐDOOௐSURGXFWVௐSDUWVௐDQGௐ $FFHVVRULHVௐDVVHPEOLHVௐDQGௐFRPSRQHQWVௐLQFOXGHGௐLQௐ*HQLH VௐHTXLSPHQWௐ
ODERU" ZKLFKௐDUHௐQRWௐPDQXIDFWXUHGௐE\ௐ*HQLHௐRUௐRQHௐRIௐ*HQLH¶VௐDIILOLDWHVௐDUHௐ
VXEMHFWௐWRௐWKHௐZDUUDQW\ௐRIௐWKHLUௐ
UHVSHFWLYHௐPDQXIDFWXUHUVௐ1RUPDOௐPDLQWHQDQFHௐDGMXVWPHQWVௐRUௐ
PDLQWHQDQFHZHDUௐSDUWVௐLQFOXGLQJௐZLWKRXWௐOLPLWDWLRQௐIULFWLRQௐSODWHVௐJODVVௐ
FOXWFKௐDQGௐEUDNHௐOLQLQJVௐILOWHUVௐZLUHௐURSHௐDQGௐSDLQWௐDUHௐQRWௐFRYHUHGௐE\ௐWKLVௐ
ZDUUDQW\ௐDQGௐDUHௐWKHௐVROHௐPDLQWHQDQFHௐUHVSRQVLELOLW\ௐRIௐ%X\HUௐ)UHLJKWௐ
FKDUJHVௐDUHௐQRWௐFRYHUHGௐE\ௐZDUUDQW\ௐௐ
,7(06ௐ127ௐ&29(5('ௐ%<ௐ:$55$17<
7KHௐIROORZLQJௐOLVWHGௐLWHPVௐZKLFKௐDUHௐQRWௐH[KDXVWLYHௐDUHௐ127ௐFRYHUHGௐXQGHUௐ
WKLVௐZDUUDQW\ௐ
ௐ/DPSVௐOHQVHVௐILOWHUVௐFRQVXPDEOHௐLWHPVௐXWLOLW\ௐWUDLOHUௐGHFNVௐVKRSௐ
VXSSOLHVௐ
ௐ,WHPVௐVROGௐE\ௐDQ\ௐLQGLYLGXDOௐFRUSRUDWLRQௐSDUWQHUVKLSௐRUௐDQ\ௐRWKHUௐ
RUJDQL]DWLRQௐRUௐOHJDOௐ
HQWLW\ௐWKDWௐLVௐQRWௐDXWKRUL]HGௐE\ௐ6HOOHUௐWRௐGLVWULEXWHௐLWVௐHTXLSPHQWௐ
ௐ,QERXQGௐIUHLJKWௐGXW\ௐDQGௐWD[HVௐIRUௐUHSODFHPHQWௐFRPSRQHQWVௐRUௐRXWERXQGௐ
IUHLJKWௐGXW\ௐ
DQGௐWD[HVௐIRUௐDQ\ௐSDUWௐUHTXHVWHGௐDVௐDௐZDUUDQW\ௐUHWXUQௐ
ௐ&RPSRQHQWVௐZKLFKௐDUHௐQRWௐPDQXIDFWXUHGௐE\ௐ6HOOHUௐRUௐLWVௐDIILOLDWHVௐ6XFKௐ
FRPSRQHQWVௐ
PD\ௐLQFOXGHௐEXWௐDUHௐQRWௐOLPLWHGௐWRௐHQJLQHVௐEDWWHULHVௐWLUHVௐFXVWRPHU
VXSSOLHGௐSURGXFWVௐ
WUDQVPLVVLRQVௐJHQHUDWRUVJHQVHWVௐDQGௐD[OHVௐ
ௐ5HSODFHPHQWௐRIௐDௐFRPSOHWHௐDVVHPEO\ௐWKDWௐLVௐILHOGௐUHSDLUDEOHௐE\ௐWKHௐ
UHSODFHPHQWௐRUௐUHSDLUௐ
RIௐGHIHFWLYHௐSDUW V ௐZLWKLQௐWKHௐDVVHPEO\ௐ6HOOHUௐKDVௐWKHௐRSWLRQௐWRௐUHSDLUௐRUௐ
UHSODFHௐDQ\ௐ
GHIHFWLYHௐSDUWௐRUௐDVVHPEO\ௐ
ௐ0DLQWHQDQFHௐVHUYLFHVௐDQGௐZHDUௐSDUWVௐLQFOXGLQJௐEXWௐDUHௐQRWௐOLPLWHGௐWRௐ
VHDOVௐJDVNHWVௐ
KRVHVௐIULFWLRQௐSODWHVௐJODVVௐFOXWFKௐDQGௐEUDNHௐOLQLQJVௐZLUHௐURSHௐH[WHULRUௐ
FRDWLQJVௐSURSHUௐ
WLJKWHQLQJௐRIௐEROWVௐQXWVௐDQGௐILWWLQJVௐDGGLQJௐRUௐUHSODFLQJௐRIௐIOXLGVௐEUHDWKHUVௐ
EHOWVௐ
QR]]OHVௐDGMXVWPHQWVௐRIௐDQ\ௐNLQGௐVHUYLFHVௐVXSSOLHVௐVXFKௐDVௐKDQGௐFOHDQHUVௐ
WRZHOVௐDQGௐ
OXEULFDQWVௐLQVSHFWLRQVௐGLDJQRVWLFௐWLPHௐWUDYHOௐWLPHௐ
ௐ'DPDJHௐFDXVHGௐE\ௐFDUULHUௐKDQGOLQJௐ$Q\ௐVXFKௐFODLPௐIRUௐGDPDJHௐVKRXOGௐ
EHௐILOHGௐ
LPPHGLDWHO\ௐZLWKௐWKHௐUHVSHFWLYHௐFDUULHUௐ
ௐ5HSDLUVௐZRUNௐUHTXLUHGௐRUௐSDUWVௐH[SRVHGௐDVௐWKHௐUHVXOWௐRIௐDJHௐVWRUDJHௐ
ZHDWKHULQJௐODFNௐRIௐ
XVHௐGHPRQVWUDWLRQௐXVHௐRUௐXVHௐIRUௐWUDQVSRUWDWLRQௐRIௐFRUURVLYHௐFKHPLFDOVௐ
ௐ'DPDJHௐUHVXOWLQJௐWRௐWKHௐHTXLSPHQWௐRUௐSDUWVௐVKRXOGௐWKHௐRZQHUௐRUௐRSHUDWRUௐ
FRQWLQXHௐWRௐ
RSHUDWHௐWKHௐHTXLSPHQWௐDIWHUௐLWௐKDVௐEHHQௐQRWHGௐWKDWௐDௐIDLOXUHௐKDVௐRFFXUUHGௐ
ௐ'DPDJHௐFDXVHGௐE\ௐRUௐODERUௐRUௐRWKHUௐFRVWVௐUHODWHGௐWRௐZRUNௐSHUIRUPHGௐ
E\ௐSHUVRQQHOௐQRWௐ
DXWKRUL]HGௐE\ௐ6HOOHUௐWRௐVHUYLFHௐWKHௐHTXLSPHQWௐ
ௐ/DERUௐLVௐUHLPEXUVHGௐ#ௐKRXU
'Rௐ\RXUௐZDUUDQWLHVௐLPSRVHௐXVDJHௐUHVWULFWLRQVௐRUௐ 6HOI3URSHOOHGௐ%RRPVௐ6FLVVRUௐOLIWVௐDQGௐ7HOHKDQGOHUVௐDUHௐDOOௐFRYHUHGௐXQGHUௐ
RWKHUௐOLPLWDWLRQVௐWKDWௐDGYHUVHO\ௐDIIHFWௐFRYHUDJH" RXUௐH[FOXVLYHௐௐௐDQGௐௐ\HDUௐZDUUDQW\ௐௐௐௐௐௐௐௐௐௐௐௐௐௐௐௐ7KDWௐLVௐௐ\HDUௐIRUௐ
HOHFWULFDOௐDQGௐEDVHௐPDFKLQHௐௐ\HDUVௐIRUௐK\GUDXOLFௐFRPSRQHQWVௐDQGௐௐ\HDUVௐ
VWUXFWXUDOௐ
ௐ1RௐKRXUௐOLPLWௐLVௐLPSRVHGௐ
6RPHௐLWHPVௐDUHௐFRYHUHGௐE\ௐWKHௐPDQXIDFWXUHU VௐZDUUDQW\ௐLHௐ(QJLQHVௐZKLFKௐ
PD\ௐKDYHௐDQௐKRXUௐOLPLWௐW\SLFDOO\ௐWKH\ௐDUHௐௐKRXUVௐSHUௐ\HDUௐ
:HௐGRௐVSHFLI\ௐWKDWௐXQLWVௐPXVWௐEHௐPDLQWDLQHGௐDQGௐXVHGௐZLWKLQௐGHVLJQௐDQGௐ
QRUPDOௐOLPLWVௐ
3OHDVHௐVHHௐDWWDFKHGௐ/,0,7('ௐ352'8&7ௐ:$55$17<ௐIRUௐGHWDLOVௐ $WWDFKHG
'Rௐ\RXUௐZDUUDQWLHVௐFRYHUௐWKHௐH[SHQVHௐRIௐ 7UDYHOௐ7LPHௐLVௐQRWௐFRYHUHG
WHFKQLFLDQV¶ௐWUDYHOௐWLPHௐDQGௐPLOHDJHௐWRௐSHUIRUPௐ 0LOHDJHௐLVௐSDLGௐDWௐௐFHQWVௐSHUௐPLOHௐXSௐWRௐௐPLOHVௐSHUௐFODLP
ZDUUDQW\ௐUHSDLUV"
$UHௐWKHUHௐDQ\ௐJHRJUDSKLFௐUHJLRQVௐRIௐWKHௐ8QLWHGௐ 1R
6WDWHVௐRUௐ&DQDGDௐ DVௐDSSOLFDEOH ௐIRUௐZKLFKௐ\RXௐ
FDQQRWௐSURYLGHௐDௐFHUWLILHGௐWHFKQLFLDQௐWRௐSHUIRUPௐ
ZDUUDQW\ௐUHSDLUV"ௐௐ+RZௐZLOOௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHVௐLQௐWKHVHௐUHJLRQVௐEHௐSURYLGHGௐ
VHUYLFHௐIRUௐZDUUDQW\ௐUHSDLU"
Bid Number: RFP 020923 Vendor Name: TEREX CORP
:LOOௐ\RXௐFRYHUௐZDUUDQW\ௐVHUYLFHௐIRUௐLWHPVௐPDGHௐE\ௐ $FFHVVRULHVௐDVVHPEOLHVௐDQGௐFRPSRQHQWVௐLQFOXGHGௐLQௐ*HQLH¶VௐHTXLSPHQWௐ
RWKHUௐPDQXIDFWXUHUVௐWKDWௐDUHௐSDUWௐRIௐ\RXUௐSURSRVDOௐ ZKLFKௐDUHௐQRWௐPDQXIDFWXUHGௐE\ௐ*HQLHௐRUௐRQHௐRIௐ*HQLH¶VௐDIILOLDWHVௐDUHௐ
RUௐDUHௐWKHVHௐZDUUDQWLHVௐLVVXHVௐW\SLFDOO\ௐSDVVHGௐRQௐ VXEMHFWௐWRௐWKHௐZDUUDQW\ௐRIௐWKHLUௐUHVSHFWLYHௐPDQXIDFWXUHUVௐ([DPSOHVௐ7LUHVௐ
WRௐWKHௐRULJLQDOௐHTXLSPHQWௐPDQXIDFWXUHU" (QJLQHVௐEDWWHULHVௐDQGௐRWKHUௐFRPSRQHQWVௐDUHௐFRYHUHGௐWKUXௐWKHௐRULJLQDOௐ
PDQXIDFWXUHU
:KDWௐDUHௐ\RXUௐSURSRVHGௐH[FKDQJHௐDQGௐUHWXUQௐ )RUௐZDUUDQW\ௐSXUSRVHVௐZHௐDVNௐWKDWௐGHIHFWLYHௐSDUWVௐDUHௐKHOGௐIRUௐௐGD\VௐRUௐ
SURJUDPVௐDQGௐSROLFLHV" XQWLOௐWKHௐFODLPௐLVௐFORVHGௐ:HௐPD\ௐDVNௐIRUௐDௐSDUWௐWRௐEHௐUHWXUQHGௐIRUௐ
HYDOXDWLRQௐEXWௐWKDWௐLVௐUDUHௐ*HQHUDOO\ௐSKRWRVௐZLOOௐVXIILFHௐLQௐPRVWௐLQVWDQFHVௐ
3DUWVௐPD\ௐEHௐUHWXQHGௐLIௐQHHGHGௐDQGௐIROORZௐVWDQGDUGௐUHWXUQௐSURFHVVௐ7KHVHௐ
UHWXUQVௐDUHௐLQLWLDWHGௐRQௐRXUௐ(ௐFRPPHUFHௐSRUWDO
'HVFULEHௐDQ\ௐVHUYLFHௐFRQWUDFWௐRSWLRQVௐIRUௐWKHௐ $Q\ௐDGGLWLRQDOௐVHUYLFHௐFRQWUDFWVௐZRXOGௐEHௐRIIHUHGௐE\ௐWKHௐVHOOLQJௐ*HQLHௐ
LWHPVௐLQFOXGHGௐLQௐ\RXUௐSURSRVDO 'HDOHUௐ,Iௐ6RXUFH:HOOௐ0HPEHUௐLVௐLQWHUHVWHGௐLQௐDGGLWLRQDOௐVHUYLFHVௐLWௐZRXOGௐ
EHௐQHJRWLDWHGௐZLWKௐWKHௐ'HDOHUௐVXEMHFWௐWRௐDYDLODELOLW\
7DEOH3D\PHQW7HUPVDQG)LQDQFLQJ2SWLRQV
/LQH
4XHVWLRQ 5HVSRQVH
,WHP
'HVFULEHௐ\RXUௐSD\PHQWௐWHUPVௐDQGௐDFFHSWHGௐSD\PHQWௐ 3D\PHQWௐWHUPVௐDUHௐGHWHUPLQHGௐE\ௐHDFKௐLQGLYLGXDOௐ'HDOHUௐ1$
PHWKRGV
'HVFULEHௐDQ\ௐOHDVLQJௐRUௐILQDQFLQJௐRSWLRQVௐDYDLODEOHௐIRUௐXVHௐ 7HUH[ௐ)LQDQFLDOௐ6HUYLFHVௐௐ7)6ௐLVௐSDUWௐRIௐWKHௐ7HUH[ௐIDPLO\ௐVRௐ
E\ௐHGXFDWLRQDOௐRUௐJRYHUQPHQWDOௐHQWLWLHV \RX¶OOௐZRUNௐGLUHFWO\ௐZLWKௐDௐWHDPௐRIௐILQDQFLDOௐSURIHVVLRQDOVௐZKRௐ
XQGHUVWDQGௐ\RXUௐEXVLQHVVௐDQGௐFDQௐKHOSௐ\RXௐJHWௐWKHௐHTXLSPHQWௐ\RXௐ
QHHGௐZLWKௐILQDQFLDOௐVROXWLRQVௐEDVHGௐRQௐ\RXUௐEXVLQHVVௐJRDOVௐDQGௐ
REMHFWLYHV
7)6ௐNQRZVௐWKHௐLPSRUWDQFHௐRIௐZRUNLQJௐFORVHO\ௐZLWKௐRXUௐFXVWRPHUVௐWRௐ
XQGHUVWDQGௐWKHௐXQLTXHௐFKDOOHQJHVௐRIௐWKHLUௐEXVLQHVVௐDQGௐWKHLUௐ
ILQDQFLDOௐJRDOVௐDQGௐUHTXLUHPHQWVௐ2EWDLQLQJௐILQDQFLQJௐFDQௐVRPHWLPHVௐ
VHHPௐGDXQWLQJௐVRௐZHௐZRUNௐWRௐVLPSOLI\ௐWKHௐSURFHVVௐDQGௐJXLGHௐ\RXௐ
ZKLOHௐSURYLGLQJௐ\RXௐZLWKௐDௐUHOLDEOHௐIOH[LEOHௐDQGௐWLPHO\ௐRQHௐVWRSௐ
VHUYLFHௐWKDWௐOHWVௐ\RXௐIRFXVௐRQௐZKDWௐ\RXௐNQRZௐEHVWௐ\RXUௐEXVLQHVV
7HUH[ௐ)LQDQFLDOௐ6HULYLFHVௐRIIHUVௐWKHௐIROORZLQJௐILQDQFLQJௐVROXWLRQV
ௐௐ/HDVLQJௐVROXWLRQVௐLQFOXGLQJௐ2SHUDWLQJௐ)DLUௐ0DUNHWௐ9DOXHௐDQGௐ
75$&ௐOHDVHV
ௐௐ/RDQV
ௐௐ:KROHVDOH)ORRUௐ3ODQQLQJௐ6ROXWLRQV
ௐௐ8VHGௐ(TXLSPHQWௐ)LQDQFLQJ
ௐௐ$VVHWௐ0DQDJHPHQW
'HVFULEHௐDQ\ௐVWDQGDUGௐWUDQVDFWLRQௐGRFXPHQWVௐWKDWௐ\RXௐ 7UDQVDFWLRQௐGRFXPHQWVௐDUHௐJHQHUDWHGௐE\ௐHDFKௐLQGLYLGXDOௐ*HQLHௐ
SURSRVHௐWRௐXVHௐLQௐFRQQHFWLRQௐZLWKௐDQௐDZDUGHGௐFRQWUDFWௐ 'HDOHUௐDVௐVXFKௐ1$
RUGHUௐIRUPVௐWHUPVௐDQGௐFRQGLWLRQVௐVHUYLFHௐOHYHOௐ
DJUHHPHQWVௐHWF ௐ8SORDGௐDௐVDPSOHௐRIௐHDFKௐ DVௐ
DSSOLFDEOH ௐLQௐWKHௐGRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐ
UHVSRQVH
'Rௐ\RXௐDFFHSWௐWKHௐ3FDUGௐSURFXUHPHQWௐDQGௐSD\PHQWௐ 3D\PHQWVௐPHWKRGVௐDUHௐGHWHUPLQHGௐE\ௐHDFKௐLQGLYLGXDOௐGHDOHUௐ1$
SURFHVV"ௐ,IௐVRௐLVௐWKHUHௐDQ\ௐDGGLWLRQDOௐFRVWௐWRௐ6RXUFHZHOOௐ
SDUWLFLSDWLQJௐHQWLWLHVௐIRUௐXVLQJௐWKLVௐSURFHVV"
Bid Number: RFP 020923 Vendor Name: TEREX CORP
7DEOH3ULFLQJDQG'HOLYHU\
3URYLGHGHWDLOHGSULFLQJLQIRUPDWLRQLQWKHTXHVWLRQVWKDWIROORZEHORZ.HHSLQPLQGWKDWUHDVRQDEOHSULFHDQGSURGXFWDGMXVWPHQWVFDQ
EHPDGHGXULQJWKHWHUPRIDQDZDUGHG&RQWUDFWDVGHVFULEHGLQWKH5)3WKHWHPSODWH&RQWUDFWDQGWKH6RXUFHZHOO3ULFHDQG3URGXFW
&KDQJH5HTXHVW)RUP
/LQH
4XHVWLRQ 5HVSRQVH
,WHP
'HVFULEHௐ\RXUௐSULFLQJௐPRGHOௐ HJௐOLQHLWHPௐGLVFRXQWVௐRUௐ 7HUH[*HQLH VௐSULFLQJௐPRGHOVௐKDYHௐFKDQJHGௐLQௐWKHௐODVWௐIHZௐ\HDUVௐDVௐ
SURGXFWFDWHJRU\ௐGLVFRXQWV ௐ3URYLGHௐGHWDLOHGௐSULFLQJௐGDWDௐ ZH YHௐDGRSWHGௐDௐQHZௐEXVLQHVVௐRSHUDWLQJௐV\VWHPௐDQGௐLQVWLWXWHGௐDௐ
LQFOXGLQJௐVWDQGDUGௐRUௐOLVWௐSULFLQJௐDQGௐWKHௐ6RXUFHZHOOௐ QHZௐSULFLQJௐPRGHOௐEDVHGௐRQௐ0DUNHWௐ%DVHGௐ3ULFLQJௐYVௐWKHௐWUDGLRQDOௐ
GLVFRXQWHGௐSULFH ௐRQௐDOOௐRIௐWKHௐLWHPVௐWKDWௐ\RXௐZDQWௐ GLVFRXQWௐIURPௐOOLVWௐSULFHௐ:HௐGRௐQRWௐSXEOLVKௐ/LVWௐ3ULFHௐ6KHHWVௐ
6RXUFHZHOOௐWRௐFRQVLGHUௐDVௐSDUWௐRIௐ\RXUௐ5)3ௐUHVSRQVHௐ,Iௐ 6RXUFH:HOOௐSULFLQJௐZLOOௐLQFOXGH
DSSOLFDEOHௐSURYLGHௐDௐ6.8ௐIRUௐHDFKௐLWHPௐLQௐ\RXUௐSURSRVDOௐ ௐ/LQHௐLWHPௐGHVFULSWLRQௐRIௐHDFKௐ0RGHOௐDQGௐDVVRFLDWHGௐ$FFHVRULHVௐ
8SORDGௐ\RXUௐSULFLQJௐPDWHULDOVௐ LIௐDSSOLFDEOH ௐLQௐWKHௐ ZLWKௐWKHௐ6RXUFH:HOOௐ0HPEHUௐ1RWௐWRௐ([FHHGௐSULFHௐDVVRFLDWHGௐZLWKௐ
GRFXPHQWௐXSORDGௐVHFWLRQௐRIௐ\RXUௐUHVSRQVH WKHௐPRGHOௐRUௐDFFHVVRU\ௐ
ௐ/LQHௐLWHPௐ1RWௐWRௐ([FHHGௐ)UHLJKWௐ3ULFHௐIRUௐHDFKௐDVVRFLDWHGௐ
0RGHOௐ
:HௐWUDGLWLRQDOO\ௐPDNHௐSULFLQJௐDGMXVWPHQWVௐRQௐDQௐDQQXDOௐEDVLVௐEXWௐ
UHVHUYHௐWKHௐULJKWௐWRௐDGMXVWௐSULFHVௐDWௐDQ\ௐWLPHௐEDVHGௐRQௐHFRQRPLFௐ
FRQGLWLRQVௐDQGௐRWKHUௐPDUNHWௐPHWULFVௐLQௐDFFRUGDQFHௐZLWKௐRXUௐ
FRQWUDFWXDOௐREOLJDWLRQV
4XDQWLI\ௐWKHௐSULFLQJௐGLVFRXQWௐUHSUHVHQWHGௐE\ௐWKHௐSULFLQJௐ 1$
SURSRVDOௐLQௐWKLVௐUHVSRQVHௐ)RUௐH[DPSOHௐLIௐWKHௐSULFLQJௐLQௐ
\RXUௐUHVSRQVHௐUHSUHVHQWVௐDௐSHUFHQWDJHௐGLVFRXQWௐIURPௐ
0653ௐRUௐOLVWௐVWDWHௐWKHௐSHUFHQWDJHௐRUௐSHUFHQWDJHௐUDQJH
'HVFULEHௐDQ\ௐTXDQWLW\ௐRUௐYROXPHௐGLVFRXQWVௐRUௐUHEDWHௐ 1$
SURJUDPVௐWKDWௐ\RXௐRIIHU
3URSRVHௐDௐPHWKRGௐRIௐIDFLOLWDWLQJௐ³VRXUFHG´ௐSURGXFWVௐRUௐ 1$
UHODWHGௐVHUYLFHVௐZKLFKௐPD\ௐEHௐUHIHUUHGௐWRௐDVௐ³RSHQௐ
PDUNHW´ௐLWHPVௐRUௐ³QRQVWDQGDUGௐRSWLRQV´ௐ)RUௐH[DPSOHௐ\RXௐ
PD\ௐVXSSO\ௐVXFKௐLWHPVௐ³DWௐFRVW´ௐRUௐ³DWௐFRVWௐSOXVௐDௐ
SHUFHQWDJH´ௐRUௐ\RXௐPD\ௐVXSSO\ௐDௐTXRWHௐIRUௐHDFKௐVXFKௐ
UHTXHVW
,GHQWLI\ௐDQ\ௐHOHPHQWௐRIௐWKHௐWRWDOௐFRVWௐRIௐDFTXLVLWLRQௐWKDWௐLVௐ &RVWVௐIRUௐLWHPVௐOLNHௐSUHGHOLYHU\ௐLQVSHFWLRQௐIDPLOLDUL]DWLRQௐRUௐLQLWLDOௐ
127ௐLQFOXGHGௐLQௐWKHௐSULFLQJௐVXEPLWWHGௐZLWKௐ\RXUௐUHVSRQVHௐ LQVSHFWLRQௐDUHௐLQFOXGHGௐLQௐWKHௐ6RXUFH:HOOௐ0HPEHUௐSULFHௐDQGௐ
7KLVௐLQFOXGHVௐDOOௐDGGLWLRQDOௐFKDUJHVௐDVVRFLDWHGௐZLWKௐDௐ SURYLGHGௐE\ௐWKHௐ*HQLHௐ'HDOHUௐDWௐQRௐDGGLWLRQDOௐFKDUJHௐ&HUWLILHGௐ
SXUFKDVHௐWKDWௐDUHௐQRWௐGLUHFWO\ௐLGHQWLILHGௐDVௐIUHLJKWௐRUௐ 2SHUDWRUௐ7UDLQLQJௐLVௐQRWௐLQFOXGHGௐLQௐWKHௐ6RXUFH:HOOௐ0HPEHUௐSULFHௐ
VKLSSLQJௐFKDUJHVௐ)RUௐH[DPSOHௐOLVWௐFRVWVௐIRUௐLWHPVௐOLNHௐSUH DQGௐZRXOGௐEHௐQHJRWLDWHGௐZLWKௐWKHௐ*HQLHௐ'HDOHUௐLIௐDYDLODEOHௐ0RVWௐ
GHOLYHU\ௐLQVSHFWLRQௐLQVWDOODWLRQௐVHWௐXSௐPDQGDWRU\ௐWUDLQLQJௐ *HQLHௐ$:3ௐSURGXFWVௐDUHௐUHTXLUHGௐE\ௐ$16,ௐVWDQGDUGVௐWRௐEHௐ
RUௐLQLWLDOௐLQVSHFWLRQௐ,GHQWLI\ௐDQ\ௐSDUWLHVௐWKDWௐLPSRVHௐVXFKௐ GHOLYHUHGௐWRௐWKHௐDXWKRUL]HGௐGHDOHUௐIRUௐ3UHGHOLYHU\ௐLQVSHFWLRQௐSULRUௐWRௐ
FRVWVௐDQGௐWKHLUௐUHODWLRQVKLSௐWRௐWKHௐ3URSRVHU GHOLYHU\ௐWRௐWKHௐ6RXUFH:HOOௐ0HPEHUௐ,Iௐ*HQLHௐSURGXFWVௐZKLFKௐUHTXLUHௐ
3',ௐDUHௐGURSSHGௐVKLSSHGௐWRௐWKHௐ6RXUFH:HOOௐ0HPEHUVௐORFDWLRQௐDWௐ
WKHLUௐUHTXHVWௐ$GGLWLRQDOௐFKDUJHVௐVXFKௐDVௐWUDQVSRUWDWLRQௐDQGௐVHUYLFHௐ
UDWHௐPD\ௐDSSO\ௐ:HௐDOZD\VௐUHFRPPHQGௐVKLSPHQWௐWRௐWKHௐ'HDOHUௐ
SULRUௐWRௐGHOLYHU\
,IௐIUHLJKWௐGHOLYHU\ௐRUௐVKLSSLQJௐLVௐDQௐDGGLWLRQDOௐFRVWௐWRௐWKHௐ )UHLJKWௐ1RWௐWRௐ([FHHGௐFRVWௐLVௐOLVWHGௐDVௐDௐOLQHௐLWHPௐSHUௐPRGHO
6RXUFHZHOOௐSDUWLFLSDWLQJௐHQWLW\ௐGHVFULEHௐLQௐGHWDLOௐWKHௐ
FRPSOHWHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐSURJUDP
6SHFLILFDOO\ௐGHVFULEHௐIUHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐWHUPVௐRUௐ )UHLJKWௐVKLSSLQJௐDQGௐGHOLYHU\ௐSULFLQJௐIRUௐ$ODVNDௐDQGௐ+DZDLLௐDUHௐ
SURJUDPVௐDYDLODEOHௐIRUௐ$ODVNDௐ+DZDLLௐ&DQDGDௐRUௐDQ\ௐ OLVWHGௐDVௐVHSDUDWHௐOLQHௐLWHPVௐIRUௐHDFKௐLQGLYLGXDOௐPRGHO
RIIVKRUHௐGHOLYHU\
'HVFULEHௐDQ\ௐXQLTXHௐGLVWULEXWLRQௐDQGRUௐGHOLYHU\ௐPHWKRGVௐRUௐ 1$
RSWLRQVௐRIIHUHGௐLQௐ\RXUௐSURSRVDO
7DEOH3ULFLQJ2IIHUHG
/LQH
7KH3ULFLQJ2IIHUHGLQWKLV3URSRVDOLV &RPPHQWV
,WHP
GRWKHUWKDQZKDWWKH3URSRVHUW\SLFDOO\RIIHUV SOHDVHGHVFULEH 7UDGLWLRQDOO\ௐWKHௐVDOHVௐSULFHௐ
IRUௐOLNHௐPRGHOVௐYDULHVௐDQGௐLVௐ
GHWHUPLQHGௐE\ௐWKHௐ'HDOHUௐ
7KHௐSULFHௐWKDWௐRXUௐ'HDOHUVௐ
SXUFKDVHௐHTXLSPHQWௐIURPௐ
*HQLHௐYDU\ௐEDVHGௐRQௐ
DQQXDOKLVWRULFDOௐSXUFKDVHௐ
YROXPHௐDQGௐRWKHUௐIDFWRUV
Bid Number: RFP 020923 Vendor Name: TEREX CORP
7DEOH$XGLWDQG$GPLQLVWUDWLYH)HH
/LQH
4XHVWLRQ 5HVSRQVH
,WHP
6SHFLILFDOO\ௐGHVFULEHௐDQ\ௐVHOIDXGLWௐSURFHVVௐRUௐSURJUDPௐWKDWௐ\RXௐ :HௐKDYHௐLQWHUQDOௐUHSRUWLQJௐWRௐWUDFNௐ6RXUFHZHOOௐVDOHVௐ(DFKௐ
SODQௐWRௐHPSOR\ௐWRௐYHULI\ௐFRPSOLDQFHௐZLWKௐ\RXUௐSURSRVHGௐ&RQWUDFWௐ TXDUWHUௐZHௐUHTXLUHௐWKDWௐGHDOHUVௐSURYLGHௐFRSLHVௐRIௐWKHLUௐ
ZLWKௐ6RXUFHZHOOௐ7KLVௐSURFHVVௐLQFOXGHVௐHQVXULQJௐWKDWௐ6RXUFHZHOOௐ LQYRLFHௐIRUௐWKHௐ6RXUFHZHOOௐVDOHௐWRௐFRPSDUHௐDQGௐHQVXUHௐWKHௐ
SDUWLFLSDWLQJௐHQWLWLHVௐREWDLQௐWKHௐSURSHUௐSULFLQJௐWKDWௐWKHௐ9HQGRUௐ SULFLQJௐLVௐDOLJQHGௐZLWKௐRXUௐFRQWUDFWௐSULFLQJௐZLWKௐ6RXUFHZHOO
UHSRUWVௐDOOௐVDOHVௐXQGHUௐWKHௐ&RQWUDFWௐHDFKௐTXDUWHUௐDQGௐWKDWௐWKHௐ
9HQGRUௐUHPLWVௐWKHௐSURSHUௐDGPLQLVWUDWLYHௐIHHௐWRௐ6RXUFHZHOOௐ3URYLGHௐ
VXIILFLHQWௐGHWDLOௐWRௐVXSSRUWௐ\RXUௐDELOLW\ௐWRௐUHSRUWௐTXDUWHUO\ௐVDOHVௐWRௐ
6RXUFHZHOOௐDVௐGHVFULEHGௐLQௐWKHௐ&RQWUDFWௐWHPSODWH
,Iௐ\RXௐDUHௐDZDUGHGௐDௐFRQWUDFWௐSURYLGHௐDௐIHZௐH[DPSOHVௐRIௐLQWHUQDOௐ ௐ6RXUFH:HOOௐUHYHQXHௐ<2<ௐYVௐ3<
PHWULFVௐWKDWௐZLOOௐEHௐWUDFNHGௐWRௐPHDVXUHௐZKHWKHUௐ\RXௐDUHௐKDYLQJௐ ௐௐ6RXUFH:HOOௐ5HYHQXHௐYVௐ3<ௐDYHUDJHV
VXFFHVVௐZLWKௐWKHௐFRQWUDFW ௐௐ6RXUFH:HOOௐ2SSRUWXQLWLHV4XRWHVௐYVௐ3<ௐ$VௐPHDVXUHGௐE\ௐ
RUௐ&50ௐ6RIWZDUH
ௐௐ6RXUFH:HOOௐ2SSRUWXQLWLHVௐFORVHௐUDWLRௐYVௐ3<ௐ$VௐPHDVXUHGௐ
E\ௐRUௐ&50ௐ6RIWZDUH
ௐ6RXUFH:HOOௐ2SSRUWXQLW\ௐ3LSHOLQHௐ0HWULFV
ௐௐ6RXUFH:HOOௐ0DUJLQௐDQDO\VLVௐDQGௐ3ULFHௐ5HDOL]DWLRQ
,GHQWLI\ௐDௐSURSRVHGௐDGPLQLVWUDWLYHௐIHHௐWKDWௐ\RXௐZLOOௐSD\ௐWRௐ
6RXUFHZHOOௐIRUௐIDFLOLWDWLQJௐPDQDJLQJௐDQGௐSURPRWLQJௐWKHௐ6RXUFHZHOOௐ
&RQWUDFWௐLQௐWKHௐHYHQWௐWKDWௐ\RXௐDUHௐDZDUGHGௐDௐ&RQWUDFWௐௐ7KLVௐIHHௐ
LVௐW\SLFDOO\ௐFDOFXODWHGௐDVௐDௐSHUFHQWDJHௐRIௐ9HQGRU¶VௐVDOHVௐXQGHUௐWKHௐ
&RQWUDFWௐRUௐDVௐDௐSHUXQLWௐIHHௐLWௐLVௐQRWௐDௐOLQHLWHPௐDGGLWLRQௐWRௐWKHௐ
0HPEHU¶VௐFRVWௐRIௐJRRGVௐ 6HHௐWKHௐ5)3ௐDQGௐWHPSODWHௐ&RQWUDFWௐIRUௐ
DGGLWLRQDOௐGHWDLOV
7DEOH$'HSWKDQG%UHDGWKRI2IIHUHG(TXLSPHQW3URGXFWVDQG6HUYLFHV
/LQH
4XHVWLRQ 5HVSRQVH
,WHP
3URYLGHௐDௐGHWDLOHGௐGHVFULSWLRQௐRIௐWKHௐ $HULDOௐ:RUNௐ3ODWIRUPV
HTXLSPHQWௐSURGXFWVௐDQGௐVHUYLFHVௐWKDWௐ\RXௐ (OHFWULFௐ'LHVHOௐDQGௐ+\EULGௐSRZHUHGௐ0DQXDOO\ௐ ௐ6HOIௐSURSHOOHGௐYHUWLFDOௐOLIWVௐVFLVVRUௐ
DUHௐRIIHULQJௐLQௐ\RXUௐSURSRVDO OLIWVௐDUWLFXODWHGௐDQGௐVWUDLJKWௐERRPௐPDQௐOLIWVௐZLWKௐZRUNLQJௐKHLJKWVௐRIௐ ௐௐ ௐZLWKௐ
DOOௐWHUUDLQௐFDSDELOLWLHVௐ1XPHURXVௐRSWLRQVௐDQGௐDFFHVVRULHVௐDUHௐDYDLODEOHௐWRௐLQFUHDVHௐ
MREVLWHௐSURGXFWLYLW\ௐDQGௐVDIHW\ௐ
7HOHKDQGOHUVௐௐ
'LHVHOௐSRZHUHGௐWHOHKDQGOHUVௐZLWKௐUHDFKௐIURPௐ ௐௐ ௐDQGௐOLIWௐFDSDFLWLHVௐIURPௐௐ
WRௐௐOEVௐ$ௐZLGHௐVHOHFWLRQௐRIௐDWWDFKPHQWVௐDQGௐRSWLRQVௐDUHௐDYDLODEOHௐWRௐ
LQFUHDVHௐMREVLWHௐSURGXFWLYLW\ௐDQGௐVDIHW\ௐ
0DWHULDOௐ/LIWV
/LJKWZHLJKWௐORZFRVWௐPDWHULDOௐOLIWVௐ²ௐLQFOXGLQJௐWKHௐ*HQLHௐ6XSHUௐ+RLVWௐ*HQLHௐ
/LIWௐ6XSHUOLIWௐ&RQWUDFWRUௐDQGௐ6XSHUOLIWௐ$GYDQWDJHௐPRGHOVௐGHVLJQHGௐWRௐHQKDQFHௐ
ZRUNVLWHௐSURGXFWLYLW\ௐZLWKௐKLJKO\ௐSRUWDEOHௐVROXWLRQVௐIRUௐDௐZLGHௐYDULHW\ௐRIௐLQGRRUௐDQGௐ
RXWGRRUௐDSSOLFDWLRQVௐ/LIWௐFDSDFLWLHVௐWRௐOEVௐXSௐWRௐ ௐ3OXVௐDௐZLGHௐYDULHW\ௐRIௐ
RSWLRQVௐDQGௐDFFHVVRULHVௐPDNHௐWKHPௐH[WUHPHO\ௐDGDSWDEOHௐWRௐILWௐVSHFLILFௐZRUNVLWHௐ
QHHGV
:LWKLQௐWKLVௐ5)3ௐFDWHJRU\ௐWKHUHௐPD\ௐEHௐ 6ODEௐVFLVVRUௐOLIWVௐ
VXEFDWHJRULHVௐRIௐVROXWLRQVௐ/LVWௐVXEFDWHJRU\ௐ 5RXJKௐ7HUUDLQௐVFLVVRUௐOLIWV
WLWOHVௐWKDWௐEHVWௐGHVFULEHௐ\RXUௐSURGXFWVௐDQGௐ 9HUWLFDOௐ0DVWௐ/LIW
VHUYLFHV $UWLFXODWLQJௐERRPௐOLIW
6WUDLJKWௐPDVWௐERRPௐOLIW
Bid Number: RFP 020923 Vendor Name: TEREX CORP
Table 148: Depth and 8readth of Offered Equipment Products and Services
Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional
comments in the text box provided, as necessary.
Line Item CateJor\ or T\pe Offered Comments
71 Air Compressors Yes N/A
*
No
72 Light Towers Yes N/A
*
No
73 Generators Yes N/A
*
No
74 Pressure Washers Yes N/A
*
No
75 Welders Yes N/A
*
No
76 Aerial Equipment (scissor lifts/manlifts) Yes Terex/Genie's proposal includes all
No Aerial Work Platforms, Material Lifts,
Telehandlers, and associated
accessories currently offered in North
America
77 Pumps (less than 30 HP Yes N/A
No
78 Soil Compaction Equipment Yes N/A
No
Exceptions to Terms, Conditions, or Specifications Form
Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been
incorporated into the contract text.
Documents
Ensure your submission document(s) conforms to the following:
1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.
2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to
ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed
by Sourcewell.
3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.
4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the
zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding
to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan."
Bid Number: RFP 020923 Vendor Name: TEREX CORP
Pricing - Copy of Terex Genie 2023 Pricing RFP 020923.xlsx - Monday February 06, 2023 11:20:21
Financial Strength and Stability - Terex Financial Strength and Stability.zip - Monday February 06, 2023 11:50:14
Marketing Plan/Samples - Genie Terex Marketing Plan Samples 2023.zip - Monday February 06, 2023 11:57:08
WMBE/MBE/SBE or Related Certificates - Terex---Introducing-Terex-Corporation---01-05-22.pdf - Monday February 06, 2023
12:14:35
Warranty Information - Genie Warranty Doc.pdf - Monday February 06, 2023 11:58:07
Standard Transaction Document Samples (optional)
Upload Additional Document - Terex Environmental_Social_ Governance_Report.pdf - Monday February 06, 2023 12:06:48
Bid Number: RFP 020923 Vendor Name: TEREX CORP
$GGHQGD7HUPVDQG&RQGLWLRQV
352326(5$)),'$9,7$1'$6685$1&(2)&203/,$1&(
,FHUWLI\WKDW,DPWKHDXWKRUL]HGUHSUHVHQWDWLYHRIWKH3URSRVHUVXEPLWWLQJWKHIRUHJRLQJ3URSRVDOZLWKWKHOHJDODXWKRULW\WRELQGWKH
3URSRVHUWRWKLV$IILGDYLWDQG$VVXUDQFHRI&RPSOLDQFH
7KH3URSRVHULVVXEPLWWLQJWKLV3URSRVDOXQGHULWVIXOODQGFRPSOHWHOHJDOQDPHDQGWKH3URSRVHUOHJDOO\H[LVWVLQJRRGVWDQGLQJLQ
WKHMXULVGLFWLRQRILWVUHVLGHQFH
7KH3URSRVHUZDUUDQWVWKDWWKHLQIRUPDWLRQSURYLGHGLQWKLV3URSRVDOLVWUXHFRUUHFWDQGUHOLDEOHIRUSXUSRVHVRIHYDOXDWLRQIRU
FRQWUDFWDZDUG
7KH3URSRVHULQFOXGLQJDQ\SHUVRQDVVLVWLQJZLWKWKHFUHDWLRQRIWKLV3URSRVDOKDVDUULYHGDWWKLV3URSRVDOLQGHSHQGHQWO\DQGWKH
3URSRVDOKDVEHHQFUHDWHGZLWKRXWFROOXGLQJZLWKDQ\RWKHUSHUVRQFRPSDQ\RUSDUWLHVWKDWKDYHRUZLOOVXEPLWDSURSRVDOXQGHU
WKLVVROLFLWDWLRQDQGWKH3URSRVDOKDVLQDOOUHVSHFWVEHHQFUHDWHGIDLUO\ZLWKRXWDQ\IUDXGRUGLVKRQHVW\7KH3URSRVHUKDVQRW
GLUHFWO\RULQGLUHFWO\HQWHUHGLQWRDQ\DJUHHPHQWRUDUUDQJHPHQWZLWKDQ\SHUVRQRUEXVLQHVVLQDQHIIRUWWRLQIOXHQFHDQ\SDUWRI
WKLVVROLFLWDWLRQRURSHUDWLRQVRIDUHVXOWLQJFRQWUDFWDQGWKH3URSRVHUKDVQRWWDNHQDQ\DFWLRQLQUHVWUDLQWRIIUHHWUDGHRU
FRPSHWLWLYHQHVVLQFRQQHFWLRQZLWKWKLVVROLFLWDWLRQ$GGLWLRQDOO\LI3URSRVHUKDVZRUNHGZLWKDFRQVXOWDQWRQWKH3URSRVDOWKH
FRQVXOWDQW DQLQGLYLGXDORUDFRPSDQ\ KDVQRWDVVLVWHGDQ\RWKHUHQWLW\WKDWKDVVXEPLWWHGRUZLOOVXEPLWDSURSRVDOIRUWKLV
VROLFLWDWLRQ
7RWKHEHVWRILWVNQRZOHGJHDQGEHOLHIDQGH[FHSWDVRWKHUZLVHGLVFORVHGLQWKH3URSRVDOWKHUHDUHQRUHOHYDQWIDFWVRU
FLUFXPVWDQFHVZKLFKFRXOGJLYHULVHWRDQRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVW$QRUJDQL]DWLRQDOFRQIOLFWRILQWHUHVWH[LVWVZKHQD
YHQGRUKDVDQXQIDLUFRPSHWLWLYHDGYDQWDJHRUWKHYHQGRU¶VREMHFWLYLW\LQSHUIRUPLQJWKHFRQWUDFWLVRUPLJKWEHLPSDLUHG
7KHFRQWHQWVRIWKH3URSRVDOKDYHQRWEHHQFRPPXQLFDWHGE\WKH3URSRVHURULWVHPSOR\HHVRUDJHQWVWRDQ\SHUVRQQRWDQ
HPSOR\HHRUOHJDOO\DXWKRUL]HGDJHQWRIWKH3URSRVHUDQGZLOOQRWEHFRPPXQLFDWHGWRDQ\VXFKSHUVRQVSULRUWR'XH'DWHRIWKLV
VROLFLWDWLRQ
,IDZDUGHGDFRQWUDFWWKH3URSRVHUZLOOSURYLGHWR6RXUFHZHOO3DUWLFLSDWLQJ(QWLWLHVWKHHTXLSPHQWSURGXFWVDQGVHUYLFHVLQ
DFFRUGDQFHZLWKWKHWHUPVFRQGLWLRQVDQGVFRSHRIDUHVXOWLQJFRQWUDFW
7KH3URSRVHUSRVVHVVHVRUZLOOSRVVHVVEHIRUHGHOLYHULQJDQ\HTXLSPHQWSURGXFWVRUVHUYLFHVDOODSSOLFDEOHOLFHQVHVRU
FHUWLILFDWLRQVQHFHVVDU\WRGHOLYHUVXFKHTXLSPHQWSURGXFWVRUVHUYLFHVXQGHUDQ\UHVXOWLQJFRQWUDFW
7KH3URSRVHUDJUHHVWRGHOLYHUHTXLSPHQWSURGXFWVDQGVHUYLFHVWKURXJKYDOLGFRQWUDFWVSXUFKDVHRUGHUVRUPHDQVWKDWDUH
DFFHSWDEOHWR6RXUFHZHOO0HPEHUV8QOHVVRWKHUZLVHDJUHHGWRWKH3URSRVHUPXVWSURYLGHRQO\QHZDQGILUVWTXDOLW\SURGXFWVDQG
UHODWHGVHUYLFHVWR6RXUFHZHOO0HPEHUVXQGHUDQDZDUGHG&RQWUDFW
7KH3URSRVHUZLOOFRPSO\ZLWKDOODSSOLFDEOHSURYLVLRQVRIIHGHUDOVWDWHDQGORFDOODZVUHJXODWLRQVUXOHVDQGRUGHUV
7KH3URSRVHUXQGHUVWDQGVWKDW6RXUFHZHOOZLOOUHMHFW5)3SURSRVDOVWKDWDUHPDUNHGFRQILGHQWLDO RUQRQSXEOLFHWF HLWKHU
VXEVWDQWLDOO\RULQWKHLUHQWLUHW\8QGHU0LQQHVRWD6WDWXWHV6HFWLRQVXEGLYLVLRQDOOSURSRVDOVDUHFRQVLGHUHGQRQSXEOLF
GDWDXQWLOWKHHYDOXDWLRQLVFRPSOHWHDQGD&RQWUDFWLVDZDUGHG$WWKDWSRLQWSURSRVDOVEHFRPHSXEOLFGDWD0LQQHVRWD6WDWXWHV
6HFWLRQSHUPLWVRQO\FHUWDLQQDUURZO\GHILQHGGDWDWREHFRQVLGHUHGDWUDGHVHFUHWDQGWKXVQRQSXEOLFGDWDXQGHU
0LQQHVRWD V'DWD3UDFWLFHV$FW
3URSRVHULWVHPSOR\HHVDJHQWVDQGVXEFRQWUDFWRUVDUHQRW
,QFOXGHGRQWKH³6SHFLDOO\'HVLJQDWHG1DWLRQDOVDQG%ORFNHG3HUVRQV´OLVWPDLQWDLQHGE\WKH2IILFHRI)RUHLJQ$VVHWV&RQWURO
RIWKH8QLWHG6WDWHV'HSDUWPHQWRIWKH7UHDVXU\IRXQGDWKWWSVZZZWUHDVXU\JRYRIDFGRZQORDGVVGQOLVWSGI
,QFOXGHGRQWKHJRYHUQPHQWZLGHH[FOXVLRQVOLVWVLQWKH8QLWHG6WDWHV6\VWHPIRU$ZDUG0DQDJHPHQWIRXQGDW
KWWSVVDPJRY6$0RU
3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHG
Bid Number: RFP 020923 Vendor Name: TEREX CORP
E\WKH6WDWHRI0LQQHVRWDWKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWRUWKH&DQDGLDQJRYHUQPHQWDVDSSOLFDEOHRUDQ\
3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWVWKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVH
UHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ
%\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶V$IILGDYLWKDYHWKHOHJDODXWKRULW\WRVXEPLWWKLV
3URSRVDORQEHKDOIRIWKH3URSRVHUDQGWKDWWKLVHOHFWURQLFDFNQRZOHGJPHQWKDVWKHVDPHOHJDOHIIHFWYDOLGLW\DQGHQIRUFHDELOLW\DVLI,
KDGKDQGVLJQHGWKH3URSRVDO7KLVVLJQDWXUHZLOOQRWEHGHQLHGVXFKOHJDOHIIHFWYDOLGLW\RUHQIRUFHDELOLW\VROHO\EHFDXVHDQHOHFWURQLF
VLJQDWXUHRUHOHFWURQLFUHFRUGZDVXVHGLQLWVIRUPDWLRQ-RHO+DUSHU6HQLRU5HWDLO6DOHV0DQDJHU1$7HUH[86$//&
7KH3URSRVHUGHFODUHVWKDWWKHUHLVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWUHODWLQJWRWKHSUHSDUDWLRQRILWVVXEPLVVLRQDQGRUWKH
3URSRVHUIRUHVHHVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWLQSHUIRUPLQJWKHFRQWUDFWXDOREOLJDWLRQVFRQWHPSODWHGLQWKHELG
<HV 1R
7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW
&KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXPEHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD
,KDYHUHYLHZHGWKH
EHORZDGGHQGXPDQG
)LOH1DPH 3DJHV
DWWDFKPHQWV LI
DSSOLFDEOH
$GGHQGXPBB3RUWDEOHB&RQVWUXFWLRQB(TXLSPHQWB5)3B
7XH-DQXDU\$0
$GGHQGXPBB3RUWDEOHB&RQVWUXFWLRQB(TXLSPHQWB5)3B
:HG'HFHPEHU30
Bid Number: RFP 020923 Vendor Name: TEREX CORP