13-0065 Request for Bid Package

University of Wisconsin - Madison
REQUEST FOR BID
AGENT: Vint Quamme
Questions regarding this bid – see Section 3.1
THIS IS NOT AN ORDER
Bid prices and terms shall be firm for sixty (60) days from
the date of bid opening, unless otherwise specified in this
Request for Bid by the UW-Madison Purchasing Services.
OFFICIAL SEALED
BID NUMBER:
For Submittal of Bid Instructions – see Section 1.
13-0065
ISSUE DATE:
3/15/13
DUE DATE:
3/27/13
If NO BID (check here)
Unless otherwise noted, public openings will be on the
date and time specified. Award(s), if any, will be made as
soon thereafter as possible.
2:00 PM CDT
and return.
The bid abstract will be on file and is open to public
inspection only after award determination has been made.
New/Not- Used PTO Operated Silage Bagger for the Marshfield Agricultural
Research Station
In signing this bid, we have read and fully understand and agree to all terms, conditions and specifications and acknowledge that the UW-Madison
Purchasing Services bid document on file shall be the controlling document for any resulting contract. We certify that we have not, either directly or
indirectly, entered into any contract or participated in any collusion or otherwise taken any action in restraint of free competition; that no attempt has
been made to induce any other person or firm to submit or not to submit a bid; that this bid has been independently arrived at without collusion with any
other bidder, competitor or potential competitor; that this bid has not been knowingly disclosed prior to the opening of bids to any other bidder or
competitor; that the stated statement is accurate under penalty of perjury. I certify that the information I have provided in this bid is true and I understand
that any false, misleading or missing information may disqualify the bid.
By submitting a bid, the bidder certifies that no relationship exists between the bidder and the University that interferes with fair competition or is a
Conflict of Interest, and no relationship exists between such bidder and another person or firm that constitutes a Conflict of Interest. Further, bidder
certifies that no employee of the University whose duties relate to this request for bid assisted the bidder in preparing the bid in any way other than in his
or her official capacity and scope of employment.
The Bidder certifies by submission of the bid that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared
ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency.
COMPANY NAME:
COMPANY STREET ADDRESS:
COMPANY CITY, STATE & ZIP:
SIGNATURE:
DATE :
TYPE OR PRINT NAME:
TITLE:
TELEPHONE NUMBER: (
)
FAX NUMBER:
EMAIL ADDRESS:
FEIN NUMBER:
DUNS #:
(
)
UNIVERSITY OF WISCONSIN
BID NO.: 13-0065
TABLE OF CONTENTS
SECTION #1: SUBMITTAL INSTRUCTIONS
PAGE
1-2
SECTION #2: GENERAL INFORMATION
2.1 Purpose
2.2 Definitions
2.3 Wisconsin Sales and Use Tax Registration
2.4 Campus Delivery Requirements
2.5 Promotional Materials/Endorsements
2.6 Supplier Diversity
3-4
SECTION #3: RFB PROCESS INSTRUCTIONS
3.1 Clarifications and/or Revisions through Designated Contact
3.2 Method of Bid
3.3 Method of Award
5
SECTION #4: BIDDER QUALIFICATIONS
4.1 Bidder Contact Information
4.2 Bidder Experience
4.3 Authorization
4.4 Client List/References
6
SECTION #5: PERFORMANCE AND CONTRACT REQUIREMENTS
5.1 F.O.B. Destination, Freight Prepaid and Allowed –AND/OR5.1 On Site Service
5.2 Timeliness of Delivery
5.3 Training
5.4 Insurance
5.5 Subcontracting
7
SECTION #6: SPECIFICATIONS
6.2 Warranty
8
ATTACHMENT A BIDDER RESPONSE SHEET
ATTACHMENT B SPECIFICATIONS
ATTACHMENT C ITEMIZED BID LIST
ATTACHMENT D VENDOR INFORMATION SHEET
ATTACHMENT E CLIENT REFERENCE LIST
ATTACHMENT F STANDARD TERMS AND CONDITIONS
9
10
11
12-13
14
15-19
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 1 OF 19
INTRODUCTION
SECTION #1: SUBMITTAL INSTRUCTIONS
BIDS MUST BE DELIVERED TO:
Purchasing Services, 21 N. Park Street, Suite 6101, Madison, WI 53715-1218.
NUMBER OF COPIES TO BE SUBMITTED:
Two (2) hard copies of the completed bids, including the signed original, may be mailed, delivered by Bidder, or by a thirdparty/courier service in a sealed envelope or package with the RFB number on the outside. Bids must be received
and date/time stamped prior to 2:00 p.m. CDT on the stated bid due date. Bids not so date/time stamped shall be
considered late. Late bids shall be rejected.
If hand delivering, call 608-262-1526 for assistance upon arrival.
If faxing or e-mailing, the University will accept completed bids faxed to (608) 262-4467 or e-mailed to
bids@bussvc.wisc.edu, provided they are date/time stamped prior to 2:00 p.m. CDT on the stated bid due date
Submitting a bid to any other e-mail address than bids@bussvc.wisc.edu does not constitute receipt of a valid bid by
Purchasing Services. Proof of transmission doesn't constitute proof of receipt. E-mail submissions must be a scanned
copy of the document with ACTUAL signatures and initials (not typed or electronic signatures), or those pages that
require signatures and/or initials must be signed and returned via fax (608-262-4467) and should be received prior to 2:00
p.m. CDT on the stated due date.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 2 OF 19
VENDOR NOTE: FOR THE PURPOSES OF THE RETURN ADDRESS LABEL, IF THE ADDRESS IS THE SAME AS
YOU LISTED ON THE REQUEST FOR BID FORM – YOU DO NOT NEED TO FILL OUT THE RETURN ADDRESS
LABEL.
RETURN ADDRESS LABEL:
Below is a label that can be taped to the outside of your sealed bid response. If returning your bid response by
mail or in person, please fill out the information and tape to the outside of your bid package.
OFFICIAL SEALED BID
NUMBER: 13-0065
DUE DATE: 3/27/13
TIME: 2:00 PM CDT
SHIP FROM:
VENDOR NAME HERE: ______________________________________
ADDRESS: ________________________________________________
________________________________________________
________________________________________________
SHIP TO:
UNIVERSITY OF WISCONSIN-MADISON
PURCHASING SERVICES
21 N PARK ST, SUITE 6101
MADISON, WI 53715-1218
1.1
BID RESPONSE REQUIREMENTS:
In order for your bid to be considered, the following forms/information must be completed and submitted as
part of your bid response. Failure to provide these forms/information with your bid submittal may disqualify
your bid.
1.
2.
3.
4.
5.
6.
1.2
Request for Bid Form (signed)
Bidder Response Sheet (including attachments as requested on Bidder Response Sheet) (Attachment A)
Specifications, descriptive brochure and detail for the item(s) bid (Section 6) (Attachment B)
Itemized Bid List (Attachment C)
Vendor Information Sheet (Attachment D)
Client Reference List (Attachment E)
SEND TWO (2) COMPLETE SETS OF YOUR BID (If faxing or e-mailing your bid, one copy is sufficient – do
not submit twice).
RETAIN A COPY OF YOUR BID RESPONSE FOR YOUR FILES
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 3 OF 19
SECTION #2: GENERAL INFORMATION
Conditions of bid which include the word “must” or “shall” describe a mandatory requirement. All specifications are defined
as mandatory minimum requirements unless otherwise stated. If no bidder is able to comply with a given specification,
condition of bid or provide a specific item/service on the Itemized Bid List, Purchasing reserves the right to delete that
specification, condition of bid or item without having to complete the bid process again. FAILURE TO MEET A
MANDATORY REQUIREMENT SHALL DISQUALIFY YOUR BID. This contract bid document and the awarded
bidder’s (Contractor’s) response information shall become the Contract.
2.1
Purpose:
The University of Wisconsin-Madison, hereinafter referred to as the "University", through its Purchasing Services
Department, hereinafter referred to as "Purchasing," requests bids for the Purchase of a New/Not Used PTO
Operated Silage Bagger for the Marshfield Agricultural Research Station.
Scope:
See Specifications (Section 6 and Attachment B) and/or Itemized Bid List (Attachment C) for the minimum
acceptable specifications for items/services desired. The estimated item quantities identified on the Itemized Bid
List are for bid purposes only. The University does not guarantee to purchase any specific quantity or dollar
amount.
2.2
Definitions:
The following definitions are used throughout this document:
Agent means UW Madison Purchasing Agent responsible for this Request for Bid. Full contact information can
be found in Section 3.1.
Bidder means a firm submitting a bid in response to this Request for Bid
Contractor means successful Bidder awarded the bid.
Department means UW-Madison Marshfield Agricultural Research Station.
MBE means Minority Business Enterprise.
DVB means Disabled Veteran-Owned Business.
RFB means Request for Bid.
State means State of Wisconsin.
University and UW both mean University of Wisconsin-Madison.
WBE means Woman-Owned Business Enterprise.
2.3
Wisconsin Sales and Use Tax Registration:
No award can be made to a vendor who is not in compliance with Sec. 77.66 of the Wisconsin State Statutes
(vendornet.state.wi.us/vendornet/wocc/certtax.asp) relating to sales and use tax certification.
If you have not established a certification for Collection of Sale and Use Tax status with the Wisconsin Department
of Revenue, the University and any other state agency can not issue any purchase orders to your firm. For
additional information see http://www.dor.state.wi.us/html/vendlaw.html
2.4
Campus Delivery Requirements:
2.4.1 Delivery of orders shall be made to University departments five days per week, Monday through Friday,
during normal University business hours.
2.5
Promotional Materials/Endorsements:
Contractor agrees that they will not use any promotional or marketing material which states expressly or implies
that the University endorses either the Contractor or any party related to the Contractor or this Contract.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
2.6
BID NO.: 13-0065
PAGE 4 OF 19
Supplier Diversity
2.6.1
Minority Business Enterprise Program (MBE)
The State of Wisconsin is committed to the promotion of minority business in the state's purchasing
program and a goal of placing 5% of its total purchasing dollars with certified minority businesses. The
University of Wisconsin-Madison is committed to the promotion of minority business in the state's
purchasing program.
The State of Wisconsin policy provides that Wisconsin Certified minority-owned business enterprises
should have the maximum opportunity to participate in the performance of its contracts. The
supplier/contractor is strongly urged to use due diligence to further this policy by awarding subcontracts to
minority-owned business enterprises or by using such enterprises to provide goods and services
incidental to this agreement, with a goal of awarding at least 5% of the contract price to such enterprises.
The supplier/contractor shall furnish information at least once per year, in the format specified by the
University, about its purchases (including dollar amounts) from Wisconsin certified MBEs, and additional
efforts made to achieve this goal.
A listing of certified minority businesses, as well as the services and commodities they provide, is
available from the Department of Administration, Office of the Minority Business Program, 608/267-7806.
The listing is published on the Internet at: http://www.doa.state.wi.us/mbe/report2.asp?locid=0
2.6.2
Disabled Veteran Owned Business (DVB)
The State of Wisconsin policy provides that Disabled Veteran-Owned businesses certified by the
Wisconsin Department of Commerce should have the maximum opportunity to participate in the
performance of its contracts. The supplier/contractor is strongly urged to use due diligence to further this
policy by awarding subcontracts to Disabled Veteran-Owned businesses or by using such enterprises to
provide goods and services incidental to this agreement.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 5 OF 19
SECTION #3: RFB PROCESS INSTRUCTIONS
3.1
Clarifications and/or Revisions through Designated Contact:
All communications and/or questions in regard to this request should be in writing and must reference the bid
number. Bidders are encouraged to FAX or e-mail written questions to the Agent. Verbal questions, when
permitted, must be directed to the Agent.
If a Bidder discovers any significant ambiguity, error, conflict, discrepancy, omission or other deficiency in this
RFB, they have five (5) business days after the bid issue date and time to notify, in writing, the Agent at the
address shown below of such error and request modification or clarification of the RFB document. All written
questions will be responded to in writing and provided to all bidders.
ADMINISTRATIVE:
TECHNICAL:
Vint Quamme
UW Purchasing
21 N Park St, Suite 6101
Madison, WI 53715-1218
E-mail: vquamme@bussvc.wisc.edu
PHONE 608/262-1147 -- FAX 608/262-4467
Mike Bertram
E-mail: mbertram@facstaff.wisc.edu
PHONE 608/846-3761 or 715/305-5347
If a Bidder fails to notify the Purchasing Office of an error in the RFB document which is known to the Bidder, or
which should have reasonably been known to the Bidder, then the Bidder shall submit a bid response at the
Bidder’s risk and if awarded a contract, shall not be entitled to additional compensation or delivery or installation
time by reason of the error or its later correction.
In the event that it becomes necessary to provide additional clarifying data or information, or to revise any part of
this RFB, amendments and revisions will be provided to all recipients of this initial RFB.
3.2
Method of Bid:
Bidder must submit a Purchase Price for the item specified. Prices listed should be in US dollars unless otherwise
indicated.
3.3
Method of Award:
Award(s) shall be made on the basis of the lowest Purchase Price which is judged to be in the best interest of the
University. Bids that state the University shall guarantee orders of a specific quantity or dollar amount will be
disqualified.
Supplier Diversity Preferences
State of Wisconsin agencies may make awards to certified Minority Business Enterprise (MBE), or Disabled
Veteran-Owned Business (DVB) firms submitting the lowest qualified bid when that qualified bid is not more than
5% higher than the apparent low bid or the proposal is no more than 5% lower than the apparent high point score.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 6 OF 19
SECTION #4: BIDDER QUALIFICATIONS
To be eligible for a Contract award, you must be qualified and able to provide the following as required or your bid will be
disqualified (respond on "Bidder Response Sheet".)
4.1
Bidder Information:
Bidder must complete the attached Vendor Information Form (Attachment D) to identify designated contact people,
to provide information regarding the size of the bidder’s company, and other information as requested. All sections
of this form must be completed.
4.2
Bidder Experience:
Bidder company or its principals must be in the business of providing Silage Bagging Equipment item/service and
must have done so for the past 3 years.
4.3
Authorization:
Bidder must be an original manufacturer, authorized distributor, or dealer authorized by manufacturer with service
and repair capabilities for the item. (On Bidder Response Sheet identify account number with manufacturer, as
applicable.)
4.4
Client List/References:
Bidder must supply with their bid a client list of three (3) firms to which similar items/services have been provided
during the past three (3) years to a comparable sized institution or company (see Attachment E). If contacted,
information received from those clients will be used to determine whether bidder can reasonably meet contract
requirements and specifications. Client references may be used in the award consideration.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 7 OF 19
SECTION #5: PERFORMANCE AND CONTRACT REQUIREMENTS
5.1
F.O.B. Destination, Freight Prepaid and Allowed: (vendor responsible for freight costs with ownership
changing at UW delivery location).
Delivery will be made by common carrier or Contractor’s truck, with unloading to be performed by the
carrier/contractor and carton(s) transported to the interior/ground floor or inside dock at the Marshfield Agricultural
Research Station, M605 Drake Ave., Stratford WI 54484. Bid prices must include all packing, freight, insurance
charges and installation/operation manuals.
If bidding other than F.O.B. Destination, as stated, F.O.B. point and shipping charges must be identified on the
Itemized Bid List. This cost will be added to the bid total for determining the award.
Failure to bid FOB DESTINATION, FREIGHT PREPAID AND ALLOWED in bid price or discount may disqualify
your bid.
-AND/OR5.1
On Site Service:
In carrying out the scope of this Contract, the Contractor shall be required to perform services on University
property. Bidders cost must include all transportation charges.
5.2
Timeliness of Delivery:
Delivery is desired as soon as possible after receipt of an order. State on the Bidder Response Sheet when
delivery can be made. Timeliness of delivery may be used in evaluation for bid award.
5.3
Training:
Contractor must provide personnel with instructions on set-up, “best-use” and operation of the item at no charge to
the customer. Training requirements will be negotiated with the Contractor if not specified in the bid specifications.
5.4
Insurance:
The Contractor shall maintain insurance levels as required in Standard Terms and Conditions, Section 22.0. A
certificate of insurance must be provided upon request.
The Contractor shall add: “The Board of Regents of the University of Wisconsin System, its officers,
employees” and agents as an ‘additional insured’ under the commercial general, automobile and Contractor’s
liability policies.
5.5
Subcontracting:
5.5.1
Any Contract resulting from this bid shall not be, in whole or in part, subcontracted, assigned, or
otherwise transferred to any Subcontractor without prior written approval by Purchasing. Upon request
Contractor must provide Subcontractor’s complete contact information including EIN# (TIN#, SS#) and
signed W-9 form.
5.5.2
The Contractor shall be directly responsible for any subcontractor's performance and work quality when
used by the Contractor to carry out the scope of the job. University reserves the right to assess Contractor
Liquidated Damages in excess of the contract amount for Subcontractor’s failure to perform or inability to
complete required project milestones.
5.5.3
Subcontractors must abide by all terms and conditions under this Contract.
5.5.4
If Subcontractors are to be used, the Contractor must clearly explain their participation, deliverables, and
project milestones prior to commencing work.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 8 OF 19
SECTION #6 SPECIFICATIONS
SPECIFICATIONS OF ITEMS/SERVICES TO BE PROVIDED: (see Attachment B)
See Specifications (Section 6 and Attachment B) and/or Itemized Bid List (Attachment C) for the minimum acceptable
specifications for items/services desired. If you are bidding alternate items/services, provide complete specifications,
documents and materials showing performance features and details for the items/services you propose to furnish for the
items/services being bid. For alternate items/services being bid, the Bidder must clearly identify by manufacturer’s name,
catalog and model number.
Failure to provide product specifications and information for items/services bid may disqualify your bid. The University will
be the sole judge of equivalent acceptability between Bidders responses.
UW Specifications may not be revised without an official written amendment issued by Purchasing.
6.1
The Bidder’s response must be clearly identified by manufacturer and catalog/model/stock number and/or
appropriate identification as requested on the Itemized Bid List. Adequate detailed specifications of the
items/services being offered or bid must be included with your bid to insure that the items/services being bid can
be compared to determine if the items/services meet all specifications.
6.2
Warranty:
6.2.1
Contractor must honor, at a minimum, the manufacturer's standard warranty on items and/or parts
purchased under this contract. Bidder must indicate warranty term on Bidder Response Sheet and
should enclose standard warranty documents with your bid.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 9 OF 19
ATTACHMENT A: BIDDER RESPONSE SHEET
NOTE: This form must be returned with your bid response. Numbers for each question below refer to the
corresponding section of this document that explains the requirement. Bidder may attach additional relevant information
to their bid response; identify sections to which information applies.
YES
1.1
Have you completed and returned all forms required?
1.2
Have you included two (2) complete sets of your bid?
(only one (1) copy required if faxing or e-mailing)
4.2
Are you in the business of providing Silage Bagging Equipment items/services and has your
company or its principals done so for the past 3 years?
4.3
Are you an original manufacturer, authorized distributor, or dealer authorized by
Manufacturer with service and repair capabilities for the item?
(Identify account number with manufacturer, as applicable.)
Account # ___________________________
4.4
Have you provided a client list?
5.1
Are you bidding all prices F.O.B. Destination, Freight Prepaid and Allowed?
(Be sure to read Section 5.1 carefully)
Country of Origin ___________________________________________
Shipping Point ____________________________________________
-AND/OR5.1
Are you bidding all prices On Site Service? (Be sure to read Section 5.1 carefully)
5.2
State delivery time ____ days After Receipt of Order (ARO).
5.3
Will you provide instructions on set-up, “best use” and operation as required?
5.4
Will you provide insurance certificate(s) indicating coverage and agree to maintain
coverage as required in 5.4 and will you have added the following language to the
insurance certificate?:
“The Board of Regents of the University of Wisconsin System, its officers, employees and agents”
are added as an ‘additional insured’ under the commercial general, automobile and Contractor’s
liability policies on any insurance certificate provided.
5.5
Do you agree to subcontracting terms and conditions?
6.1
Are you bidding items as specified on the Itemized Bid List?
If “NO”, include information on alternates as required in Section 6.1 with your bid response.
6.2
Will you honor manufacturer standard warranty?
If YES, have you enclosed standard warranty documents?
Warranty term: __________________
NO
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 10 OF 19
ATTACHMENT B: SPECIFICATIONS
For the Purchase of a New (Not Used) PTO Operated Silage Bagger
Delivery:
Set-up and Delivered to the Marshfield Agricultural Research Station
M605 Drake Ave., Stratford WI 54484
Contact: Mike Bertam Phone 608/846-3761 or 715/305-5347. Email: mbertram@facstaff.wisc.edu
The University of Wisconsin-Agricultural Research Stations requests bids for the purchase of one (1) Silage Bagger as
listed below.
The following specifications detail the University’s Product requirements. Bidder must submit with their response any
exceptions or variations to the specifications in the RFB. All exceptions or variations must be explained below or in an
attachment and be clearly identified with the specification number or RFB section. Failure to meet a mandatory
requirement may result in your bid being disqualified. The University shall be the sole judge of acceptability.
ATTACHMENT OF BIDDER’S TERMS AND CONDITIONS AS AN ALTERNATIVE TO THE TERMS AND CONDITIONS
OF THIS BID IS NOT ACCEPTABLE.
All questions below must be answered YES or NO on bid reply so we can properly award bids.
ITEM
1.
2.
3.
4.
5.
DESCRIPTION
New, Silage Bagger set up to make 10’ diameter silage bags
Capable of making 10’ x 250’ silage bags
Bagger to be self contained with no outside cables or back stops required
6.
7.
8.
9.
10.
11.
12.
13.
14.
Drive train should handle up to 175 hp with a 1000 rpm PTO shaft
Horizontal, double-spiral packing rotor (or equivalent) with chromed teeth
Hydraulic motor conveyor drive included with all necessary hoses and fittings
Minimum 13 gpm @ 1000 rpm hydraulic system
New wheels and tires
Minimum 10,000 lb axle rating
Wheel brakes
All operator manuals
All safety shields and warning decals on machine at time of delivery
Silage tunnel behind rotor a minimum of 8’ in length and handle 10’ bags
Bag crane (or bag installation beam) on bagger to lift bags for attachment to the
machine
MEET
SPECIFICATIONS
YES
NO
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 11 OF 19
ATTACHMENT C: ITEMIZED BID LIST
The UW Madison is requesting bids for the Purchase of 1 New/Not Used PTO Operated Silage Bagger per the
specifications listed in Attachment B.
Costs which are not specifically identified below will not be compensated under any award or purchase made pursuant to
this RFB.
BIDDING MANUFACTURE:
PURCHASE PRICE:
MODEL NUMBER: _____________
$
PROJECTED DATE OF DELIVERY: ____________________________
Vendor Name:
Phone No.
Contact Person:
Fax No.
Email: _________________________________________
______
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 12 OF 19
ATTACHMENT D – VENDOR INFORMATION FORM
VENDOR NOTE: BOTH PAGES OF THIS FORM MUST BE COMPLETED AND RETURNED WITH YOUR BID
RESPONSE.
1.
Company and Contact Information
Company Name:
Company Website
Contact for questions regarding this Bid
Name:
Telephone:
Fax
Email
Fax
Email
Fax
Email
Fax
Email
Fax
Email
Fax
Email
Contract Renewals / Problems
Name:
Telephone:
Sales Representative
Name:
Telephone:
Ordering / Expediting
Name:
Telephone:
Returns
Name:
Telephone:
Invoice Information
Name:
Telephone:
Affirmative Action (see Section 17 in Standard Terms and Conditions)
Name:
Address:
City/State/Zip:
Telephone:
Fax
Email
Supplier Diversity Reporting (see Section 2.10)
Name:
Address:
City/State/Zip:
Telephone:
Fax
Email
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 13 OF 19
VENDOR INFORMATION FORM CONT.
2. In accordance with Wisconsin Statutes 560.035, 560.0335 and 560.036, indicate below if you are a
Wisconsin certified Minority Business Enterprise (MBE), Work Center (WC), Disabled Veteran-Owned
Business (DVB) or Woman-owned Business Enterprise (WBE) (see websites:
http://www.doa.state.wi.us/section.asp?linkid=232&locid=0 or
http://stateuseprogram.wi.gov/section.asp?linkid=1424&locid=65).
____ Minority (MBE)
____ Work Center (WC)
____Disabled Veteran-Owned Business (DVB)
____ Woman Owned Business Enterprise (WBE)
___ Not applicable
(If no answer is indicated above, we will assume that you are none of the above when making the award.)
3. Pursuant to Public Law 95-507, indicate which of the following classifications apply to your organization.
All vendors are considered Large Business unless otherwise indicated (see website: www.sba.gov/).
(Check √ all that apply.)
____________ LARGE BUSINESS (LG)
____________ SMALL BUSINESS (SB)
____________ VETERAN OWNED SMALL BUSINESS (VOSB)
____________ SERVICE DISABLED VETERAN OWNED SMALL BUSINESS (SDVOSB)
____________ HISTORICALLY UNDER UTILIZED BUSINESS ZONE (HUBZONE)
____________ SMALL DISADVANTAGED BUSINESS (SDB)
____________ WOMAN-OWNED SMALL BUSINESS (WOSB)
4. AMERICAN MADE: Wisconsin Statutes S. 16.754, directs the state to purchase materials which are
manufactured to the greatest extent in the United States when all other factors are substantially equal.
“Substantially equal” means when bids are tied or proposal scores are equal. Indicate whether the
material covered in your bid/proposal were manufactured in whole or in substantial part within the United
States, or the majority of the component parts thereof were manufactured in whole or in substantial part in
the United States.
____________ YES
____________ NO
____________ UNKNOWN
5. RECYCLED PRODUCTS/PACKAGING/DISPOSAL TECHNIQUES: The University is committed to
promote environmentally sound procurement, usage and disposal methods which are in compliance with
State of Wisconsin County, and Municipal regulations. Currently the University has a recycling program for
starch and Styrofoam packing peanuts. The University’s preference is to receive starch peanuts whenever
possible. The Contractor shall not use INSTAPAK (or similar) or mix starch and Styrofoam peanuts
under any circumstances. Each product shall be separately pre-packed in accordance with commercially
accepted methods. Small products may be packaged in protective envelopes (Mail-Lite or Bubble-Jet
packs).
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 14 OF 19
ATTACHMENT E - CLIENT REFERENCE LIST
Bidder Name:____________________________________________________________________________________
The Bidder must provide a minimum of three (3) business references.
1.
Reference Name: _____________________________________________ Contact: ___________________________
Address: _____________________________________________________________________________________________
Phone #: (
) ____________________
E-mail
address_______________________________________________________
Fax/Internet address:____________________________________________________________________________________
Description and date(s) of commodities and services provided: __________________________________________________
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
2.
Reference Name: _____________________________________________ Contact: ___________________________
Address: _____________________________________________________________________________________________
Phone #: (
) ____________________
E-mail
address_______________________________________________________
Fax/Internet address:____________________________________________________________________________________
Description and date(s) of commodities and services provided: __________________________________________________
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
3.
Reference Name: _____________________________________________ Contact: ___________________________
Address: _____________________________________________________________________________________________
Phone #: (
) ____________________
E-mail
address_______________________________________________________
Fax/Internet address:____________________________________________________________________________________
Description and date(s) of commodities and services provided: __________________________________________________
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
References may be contacted to confirm the Bidder’s abilities and qualifications as stated in the Bidder’s
response. The University may perform due diligence by contacting any applicable business reference, including
references from within the UW System. The University reserves the right to disqualify any Bidder whose
references don’t support their stated claim of qualifications in their response.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 15 OF 19
ATTACHMENT F: STANDARD TERMS AND CONDITIONS
1.0 SPECIFICATIONS: The specifications in this request are the minimum acceptable. When specific
manufacturer and model numbers are used, they are to establish a design, type of construction, quality,
functional capability and/or performance level desired. When alternates are bid/proposed, they must be
identified by manufacturer, stock number, and such other information necessary to establish equivalency.
The UW-Madison shall be the sole judge of equivalency. Bidders/proposers are cautioned to avoid bidding
alternates which may result in rejection of their bid/proposal.
2.0 DEVIATIONS AND EXCEPTIONS: Deviations and exceptions from original text, terms, conditions, or
specifications shall be described fully, on the bidder's/proposer's letterhead, signed, and attached to the
request. Each deviation and exception must be identified by the section, page and paragraph to which it
applies. In the absence of such statement, the bid/proposal shall be accepted as in strict compliance with all
terms, conditions, and specifications and the bidder/proposer shall be held liable.
3.0 QUALITY: Unless otherwise indicated in the request, all material shall be first quality. Items which are used,
demonstrators, obsolete, seconds, or which have been discontinued are unacceptable without prior written
approval by the University.
4.0 QUANTITIES: The quantities shown on this request are based on estimated needs.
reserves the right to increase or decrease quantities to meet actual needs.
The University
5.0 PRICING AND DISCOUNT: The University qualifies for governmental discounts and its educational
institutions also qualify for educational discounts. Unit prices shall reflect these discounts.
5.1 Unit prices shown on the bid/proposal or contract shall be the price per unit of sale (e.g., gal., cs., doz.,
ea.) as stated on the request or contract. For any given item, the quantity multiplied by the unit price
shall establish the extended price, the unit price shall govern in the bid/proposal evaluation and contract
administration.
5.2 Prices established in continuing agreements and term contracts may be lowered due to general market
conditions, but prices shall not be subject to increase for ninety (90) calendar days from the date of
award. Any increase proposed shall be submitted to the University thirty (30) calendar days before the
proposed effective date of the price increase, and shall be limited to fully documented cost increases to
the Contractor which are demonstrated to be industry-wide. The conditions under which price increases
may be granted shall be expressed in bid/proposal documents and contracts or agreements.
5.3 In determination of award, discounts for early payment will only be considered when all other conditions
are equal and when payment terms allow at least fifteen (15) days, providing the discount terms are
deemed favorable. All payment terms must allow the option of net thirty (30).
6.0 UNFAIR SALES ACT: Prices quoted to the University are not governed by the Wisconsin Unfair Sales Act.
7.0 ACCEPTANCE-REJECTION: The University reserves the right to accept or reject any or all bids/proposals,
to waive any technicality in any bid/proposal submitted, and to accept any part of a bid/proposal as deemed
to be in the best interest of the State of Wisconsin.
8.0 ORDERING: Purchase orders or releases via purchasing cards shall be placed directly to the Contractor by
University. No other purchase orders are authorized.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 16 OF 19
9.0 PAYMENT TERMS AND INVOICING: The University normally will pay properly submitted vendor invoices
within thirty (30) days of receipt providing goods and/or services have been delivered, installed (if required),
and accepted as specified.
9.1 Invoices presented for payment must be submitted in accordance with instructions contained on the
purchase order including reference to purchase order number and submittal to the correct address for
processing. Invoice payment processing address is shown on the upper left corner of the purchase
order. Send invoices to the Accounts Payable address on the purchase order. Do not send invoices to
the ship to address.
9.2 Payment shall be considered timely if the payment is mailed, delivered, or transferred within thirty (30)
days after receipt of a properly completed invoice, unless the vendor is notified in writing by the agency
of a dispute before payment is due.
9.3 Bidders/proposers shall include discounts for early payment (See 5.3) as a percent reduction of invoice.
Invoice discounts shall be determined, where applicable, from the date of acceptance of goods and/or
the receipt of invoice, whichever is later. Discounts for early payment terms stated on the bid/proposal
must be shown plainly on the invoice; discounts for early payment not shown on the invoice will be
taken.
9.4 Invoices submitted not in accordance with these instructions will be removed from the payment process
and returned within ten (10) days.
9.5 Payment terms and invoicing for purchasing card will be made in accordance with the purchasing card
contact.
10.0 TAXES: The University, an agency of the State of Wisconsin, is exempt from payment of all federal tax and
Wisconsin state and local taxes on its purchases except Wisconsin excise taxes as described below. The
Department of Revenue of the State of Wisconsin does not issue a tax exempt number; however, University
is exempt from State of Wisconsin sales or use tax under s.77.54(9a)(a). Registration No. 39-73-1021-K,
was issued by the Internal Revenue Service to authorize tax-free transactions under Chapter 32 of the
Internal Revenue Code.
10.1 The University, an agency of the State of Wisconsin, is required to pay the Wisconsin excise or
occupation tax on its purchase of beer, liquor, wine, cigarettes, tobacco products, motor vehicle fuel and
general aviation fuel. However, it is exempt from payment of Wisconsin sales or use tax on its
purchases. The University may be subject to other states' taxes on its purchases in that state
depending on the laws of that state. Contractors performing construction activities are required to pay
state use tax on the cost of materials.
11.0 GUARANTEED DELIVERY: Failure of the Contractor to adhere to delivery schedules as specified or to
promptly replace rejected materials shall render the Contractor liable for all costs in excess of the contract
price when alternate procurement is necessary. Excess costs shall include the administrative costs.
12.0 ENTIRE AGREEMENT: These Standard Terms and Conditions shall apply to any contract or order awarded
as a result of this request except where special requirements are stated elsewhere in the request; in such
cases, the special requirements shall apply. Further, the written contract and/or order with referenced parts
and attachments shall constitute the entire agreement and no other terms and conditions in any document,
acceptance, or acknowledgment shall be effective or binding unless expressly agreed to in writing by the
University.
13.0 APPLICABLE LAW: This Agreement shall be construed under the laws of the State of Wisconsin.
Jurisdiction and venue for any disputes under this Agreement shall be in Dane County, Wisconsin. The
Contractor shall at all times comply with and observe all federal and state laws, local laws, ordinances and
regulations which are in effect during the period of this contract and which in any manner affect the work or
its conduct.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 17 OF 19
14.0 ANTITRUST ASSIGNMENT: The Contractor and the University recognize that in actual economic practice,
overcharges resulting from antitrust violations are in fact usually borne by the purchaser. Therefore, the
Contractor hereby assigns to the University any and all claims for such overcharges as to goods, materials or
services purchased in connection with this contract.
15.0 ASSIGNMENT: No right or duty in whole or in part of the Contractor under this contract may be assigned or
delegated without the prior written consent of the University.
16.0 DISPUTES: Disputes should be addressed to the University Purchasing Office, Director of Purchasing
Services, 21 N Park St, Suite 6101, Madison, WI 53715 1218.
17.0 NONDISCRIMINATION/ AFFIRMATIVE ACTION:
17.1 In connection with the performance of work under this contract, the Contractor agrees not to
discriminate against any employe or applicant for employment because of age, race, religion, color,
handicap, sex, physical condition, developmental disability as defined in s.51.01(5), Wisconsin Statutes,
sexual orientation as defined in s.111.32(13m) Wis. Stats., or national origin. This provision shall
include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or
recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection
for training, including apprenticeship. Except with respect to sexual orientation, the Contractor further
agrees to take affirmative action to ensure equal employment opportunities.
17.2 Contracts estimated to be over twenty-five thousand dollars ($25,000) require the submission of a
written affirmative action plan by the Contractor. An exemption occurs from this requirement if the
Contractor has a workforce of less than twenty-five (25) employes. Within fifteen (15) working days
after the contract is awarded, the Contractor must submit the plan to the contracting state agency for
approval. Instructions on preparing the plan and technical assistance regarding this clause are
available from the contracting state agency.
17.3 The Contractor agrees to post in conspicuous places, available for employes and applicants for
employment, a notice to be provided by the contracting state agency that sets forth the provisions of the
State of Wisconsin nondiscrimination law.
17.4 Failure to comply with the conditions of this clause may result in the Contractor's becoming declared an
"ineligible" Contractor, termination of the contract, or withholding of payment.
17.5 To the extent required by law, 41 CFR 60-1.4(a) and (b) are incorporated by reference in these
Standard Terms and Conditions. Additionally, the Contractor certifies compliance with 41 CFR 60-1.8
and does not and will not maintain any facilities provided for employees in a segregated manner. The
Contractor further agrees to obtain identical certifications from any subcontractors prior to the award of
a subcontract exceeding $25,000 which is not exempt and will retain such certification for audit
purposes.
18.0 PATENT INFRINGEMENT: The Contractor selling to the University the articles described herein guarantees
the articles were manufactured or produced in accordance with applicable federal labor laws. Further, that
the sale or use of the articles described herein will not infringe any United States patent. The Contractor
covenants that it will at its own expense defend every suit which shall be brought against the University
(provided that such Contractor is promptly notified of such suit, and all papers therein are delivered to it) for
any alleged infringement of any patent by reason of the sale or use of such articles, and agrees that it will
pay all costs, damages, and profits recoverable in any such suit.
19.0 SAFETY REQUIREMENTS: All materials, equipment, and supplies provided to the University must comply
fully with all safety requirements as set forth by the Wisconsin Administrative Code, Rules of the Industrial
Commission on Safety, and all applicable OSHA Standards.
20.0 MATERIAL SAFETY DATA SHEET: If any item(s) on an order(s) resulting from this award(s) is a
hazardous chemical, as defined under 29CFR 1910.1200, provide one (1) copy of a Material Safety Data
Sheet for each item with the shipped container(s) and one (1) copy to UW Safety Department, 30 East
Campus Mall, Madison WI 53715-2609.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 18 OF 19
21.0 WARRANTY: Unless otherwise specifically stated by the bidder/proposer, equipment purchased as a result
of this request shall be warranted against defects by the bidder/proposer for one (1) year from date of receipt.
The equipment manufacturer's standard warranty shall apply as a minimum and must be honored by the
Contractor.
22.0 INSURANCE RESPONSIBILITY: The Contractor performing services to the University shall:
22.1 Maintain worker's compensation insurance as required by Wisconsin Statutes for all employees
engaged in the work.
22.2 Maintain commercial liability, bodily injury and property damage insurance against any claim(s) which
might occur in carrying out this agreement/contract. Minimum coverage shall be one million dollars
($1,000,000) liability for bodily injury and property damage including products liability and completed
operations. Provide motor vehicle insurance for all owned, non-owned and hired vehicles that are used
in carrying out this contract. Minimum coverage shall be one million dollars ($1,000,000) per
occurrence combined single limit for automobile liability and property damage.
22.3 The state reserves the right to require higher or lower limits where warranted.
22.4 Upon request by the University, the Contractor is required to provide a Certificate of Insurance, from an
insurance company licensed to do business in the State of Wisconsin, with a minimum AM Best rating
of A-, and signed by an authorized agent. A minimum 60 day cancellation notice is desired.
23.0 CANCELLATION: The University reserves the right to cancel any contract in whole or in part without
penalty due to nonappropriation of funds or for failure of the Contractor to comply with terms, conditions, and
specifications of this contract.
24.0 VENDOR TAX DELINQUENCY: Vendors who have a delinquent Wisconsin tax liability may have their
payments offset by the State of Wisconsin.
25.0 OMNIBUS RECONCILIATION ACT: (Public Law 96-499) To the extent required by law, if this contract is for
acquisition of services with a cost or value of $25,000 or more within any 12-month period, including
contracts for both goods and services in which the services component is worth $25,000 or more within any
12-month period, the Contractor shall in accordance with 42 C.F.R., Part 420, Section 1861 of the Omnibus
Reconciliation Act of 1980 (P.L. 96499) and permit the comptroller general of the United States, the United
States Department of Health and Human Services, and their duly authorized representatives, access to the
Contractor's books, documents and records until the expiration date of four (4) years after the approval of
procurement activities.
26.0 PUBLIC RECORDS ACCESS: It is the intention of University to maintain an open and public process in the
solicitation, submission, review, and approval of procurement activities. Bid/proposal openings are public
unless otherwise specified. Records may not be available for public inspection prior to issuance of the notice
of intent to award or the award of the contract.
27.0 PROPRIETARY INFORMATION: Any restrictions on the use of data contained within a request must be clearly stated in
the bid/proposal itself. Proprietary information submitted in response to a request will be handled in accordance with
applicable State of Wisconsin procurement regulations and the Wisconsin public records law. Proprietary restrictions
normally are not accepted. However, when accepted, it is the vendor's responsibility to defend the determination in the
event of an appeal or litigation.
27.1 Data contained in a bid/proposal, all documentation provided therein, and innovations developed as a result of the
contracted commodities or services cannot be copyrighted or patented. All data, documentation, and innovations
become the property of the State of Wisconsin.
27.2 Any material submitted by the vendor in response to this request that the vendor considers confidential and
proprietary information and which qualifies as a trade secret, as provided in s. 19.36(5), Wis. Stats., or material
which can be kept confidential under the Wisconsin public records law, must be identified on a Designation of
Confidential and Proprietary Information form (DOA-3027). Bidders/proposers may request the form if it is not part
of the Request for Bid/Request for Proposal package. Bid/proposal prices cannot be held confidential.
UNIVERSITY OF WISCONSIN
MADISON, WISCONSIN 53715-1218
BID NO.: 13-0065
PAGE 19 OF 19
28.0 DISCLOSURE: If a state public official (s. 19.42, Wisconsin Statutes), a member of a state public official's
immediate family, or any organization in which a state public official or a member of the official's immediate
family owns or controls a ten percent (10%) interest, is a party to this agreement, and if this agreement
involves payment of more than three thousand dollars ($3,000) within a twelve (12) month period, this
contract is voidable by the state unless appropriate disclosure is made according to s. 19.45(6), Wis. Stats.,
before signing the contract. Disclosure must be made to the State of Wisconsin Ethics Board, 44 E. Mifflin
Street, Suite 601, Madison, Wisconsin 53703 (Telephone 608-266-8123). State classified and former
employes and certain University faculty/staff are subject to separate disclosure requirements, s. 16.417, Wis.
Stats.
29.0 ANTI-KICKBACK ACT of 1986: (41 USC 51 et. seq): To the extent required by law, the officer or employe
responsible for submitting this bid shall certify, in accordance with 48 CFR 52.203-7, to the best of their
knowledge, that they have no information concerning the violation of the Anti- Kickback Act in connection
with the submitted bid/proposal. Signing the bid/proposal with a false statement shall void the submitted
bid/proposal and any resulting contract(s).
30.0 RECYCLED MATERIALS: The University is required to purchase products incorporating recycled materials
whenever technically or economically feasible. Bidders/proposers are encouraged to bid/propose products
with recycled content which meet specifications.
31.0 HOLD HARMLESS: The Contractor will indemnify and save harmless the State of Wisconsin and all of its
officers, agents and employees from all suits, actions, or claims of any character brought for or on account of
any injuries or damages received by any persons or property resulting from the operations of the Contractor,
or of any of its Contractors, in prosecuting work under this agreement.
32.0 PROMOTIONAL ADVERTISING/NEWS RELEASES: Reference to or use of the State of Wisconsin, any of
its departments, agencies (University) or other subunits, or any state official or employee for commercial
promotion is prohibited. News releases pertaining to this procurement shall not be made without prior
approval of the University. Release of broadcast e-mails pertaining to this procurement shall not be made
without prior written authorization of the contracting agency.
33.0 WORK CENTER CRITERIA: A work center must be certified under s. 16.752, Wisconsin Statutes, and must
ensure that when engaged in the production of materials, supplies or equipment or the performance of
contractual services, not less than seventy-five percent (75%) of the total hours of direct labor are performed
by severely handicapped individuals.
34.0 FOREIGN CORPORATION: A foreign corporation (any corporation other than a Wisconsin corporation)
which becomes a party to this Agreement is required to conform to all the requirements of Chapter 180, Wis.
Stats., relating to a foreign corporation and must possess a certificate of authority from the Wisconsin
Department of Financial Institutions, unless the corporation is transacting business in interstate commerce or
is otherwise exempt from the requirement of obtaining a certificate of authority. Any foreign corporation
which desires to apply for a certificate of authority should contact the Department of Financial Institutions,
Division of Corporation, P.O. Box 7846, Madison, WI 53707-7846; telephone (608) 261-7577.
35.0 FORCE MAJEURE: Neither party shall be in default by reason of any failure in performance of this
Agreement in accordance with reasonable control and without fault or negligence on their part. Such causes
may include, but are not restricted to, acts of nature or the public enemy, acts of the government in either its
sovereign or contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, freight embargoes
and unusually severe weather, but in every case the failure to perform such must be beyond the reasonable
control and without the fault or negligence of the party.
36.0 WORK CENTER PROGRAM: The successful bidder/proposer shall agree to implement processes that allow
the State agencies, including the University of Wisconsin System, to satisfy the State's obligation to purchase
goods and services produced by work centers certified under the State Use Law, s.16.752, Wis. Stat. This
shall result in requiring the successful bidder/proposer to include products provided by work centers in its
catalog for State agencies and campuses or to block the sale of comparable items to State agencies and
campuses.
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