Memorandum From Purchasing Department
Letter of Instruction For RFP #251-27-106
To: Prospective Parties
Thank you for your interest in the Wake County Public School System. Please review the following instructions prior to
submitting your proposal.
• Prior to submitting and executing the proposal, please make sure you read and understand the terms and conditions
referenced. All proposals are subject to the terms and conditions outlined herein. All responses will be controlled by
such terms and conditions and the submission of other terms and conditions, price lists, catalogs, and/or other
documents as part of an offeror’s response will be waived and have no effect either on this Request For Proposals or
on any contract that may be awarded resulting from this solicitation. The attachment of any other terms and
conditions by the Offeror may be grounds for rejection of that proposal. Offeror specifically agrees to the conditions
set forth in the above paragraph by signature to the proposal.
• Please read carefully the section titled CONFIDENTIALITY AND PROHIBITED COMMUNICATIONS DURING THE RFP
PROCESS. All questions should be directed to Patrick Harris, bids-pharris3@wcpss.net
• Offerors are cautioned that this is a request for offers, not a request to contract, and WCPSS reserves the unqualified
right to reject all offers when such rejection is deemed to be in the best interest of WCPSS.
• Submit one (1) signed, original executed proposal responses, and 1 electronic copy (flash drives only -emails not
accepted) of your proposal simultaneously to the address identified below.
Clearly mark each package with: (1) Vendor name; (2) the RFP number; and (3) the due date. Address the package(s)
for delivery as shown in the table below. If Vendor is submitting more than one (1) proposal, each proposal shall be
submitted in separate envelopes and marked accordingly. For delivery purposes, separate envelopes from a single
Vendor may be included in the same outer package. Proposals are subject to rejection unless submitted with the
information above included on the outside of the proposal package.
• All required documents should be completed and returned with your package.
• You must be registered with the NC Secretary of State and in good standing in order to contract with WCPSS. If you
need additional information, please inquire prior to submitting your proposal.
• It is an absolute requirement that you be in good standing and not debarred by the local, state or federal government
as it pertains to doing business with the Wake County Public School System.
• Vendors are cautioned that when listing miscellaneous supplies as additional costs for preventative maintenance and
repair services that they should not include common shop items for hand cleaning, spill mats, etc. These items are
considered a vendor cost of doing business and should not be included in the district’s costs.
• When submitting information for trip charges vendors will be required to maintain a mileage log that relates only to
the district’s service calls. For example, to and from vendor’s business address and shall not include commute times for
technicians that involve travel from their place of residence. Mileage will be calculated based on the vendor’s business
address only.
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Request For Proposal #251-27-106
1551 Rock Quarry Rd – Bldg. F
Raleigh, NC 27610
Refer ALL Inquiries to: Patrick Harris
Telephone No: 919-588-3459
E-Mail: bids-pharris3@wcpss.net
Proposals will be publicly opened: 5-11-26, 2:00 pm
Contract Type: Open Market Term Contract
Commodity: 920-
Quarterly PM Service and Repair of Forklifts and Battery-
Operated Pallet Jacks
Using Agency Name: WAKE COUNTY PUBLIC SCHOOL SYSTEM
NOTICE TO VENDORS
Sealed Proposals, subject to the conditions made a part hereof, will be received at this office (1551 Rock Quarry
Road, Bldg. F, Raleigh, NC) until 2:00 p.m. on the day of opening and then opened, for furnishing and delivering the
commodity as described herein. Refer to page 2 for proper mailing instructions.
Proposals submitted via facsimile (FAX) machine in response to this Invitation for Proposals will not be acceptable.
Proposals are subject to rejection unless submitted on this form.
EXECUTION
In compliance with this Invitation for Proposals, and subject to all the conditions herein, the undersigned offers and
agrees to furnish and deliver any or all items upon which prices are proposed, at the prices set opposite each item
within the time specified herein. By executing this proposal, I certify that this proposal is submitted competitively
and without collusion.
Failure to execute/sign proposal prior to submittal may render bid invalid. Late proposals are not acceptable.
VENDOR:
FEDERAL ID OR SOCIAL SECURITY NO.
STREET ADDRESS:
P.O. BOX:
ZIP:
CITY & STATE & ZIP:
PRINCIPAL PLACE OF BUSINESS ADDRESS IF DIFFERENT FROM ABOVE
TELEPHONE NUMBER:
TOLL FREE TEL. NO
(800)
TYPE OR PRINT NAME & TITLE OF PERSON SIGNING:
FAX NUMBER:
AUTHORIZED SIGNATURE:
DATE:
E-MAIL:
Offer valid for 60 days from date of proposal opening unless otherwise stated here: ____ days Prompt Payment
Discount: _______ % __________________ days.
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Submit one (1) signed, original executed proposal response, and 1 electronic copy (emails not accepted)
of your proposal simultaneously to the address identified above.
Clearly mark each package with: (1) Vendor name; (2) the RFP number; and (3) the due date. Address
the package(s) for delivery as shown in the table above. If Vendor submits more than one (1) proposal,
each proposal shall be submitted in separate envelopes and marked accordingly. For delivery purposes,
separate envelopes from a single Vendor may be included in the same outer package. Proposals are
subject to rejection unless submitted with the information above included on the outside of the
proposal package.
MAILING INSTRUCTIONS: Mail only one fully executed proposal with copies, unless otherwise instructed,
and only one proposal package with copies per envelope. Address envelope and include proposal
number as shown below. It is the responsibility of the Vendor to have the proposal in this office by the
specified time and date of opening.
DELIVER TO:
PROPOSAL NO. RFP 251-27-106
Wake County Public School System
Purchasing Department
1551 Rock Quarry Road – Bldg. F
Raleigh NC 27610-4145
RFP SCHEDULE
The table below shows the intended schedule for this RFP. WCPSS will make every effort to adhere to this schedule.
Event
Issue RFP
Responsibility
WCPSS
Date and Time
4-23-26
Questions submitted to
bids-pharris3@wcpss.net
(Reference RFP # in subject line)
Provide Response to Questions
Submit Proposals
Vendor/WCPSS 4-27-26, 1:00 pm
WCPSS
Vendor
4-28-26, 1:00 pm
5-11-26, 2:00 pm
PROPOSAL QUESTIONS
Upon review of the RFP documents, Vendors may have questions to clarify or interpret the RFP in order to submit
the best proposal possible. To accommodate the Proposal Questions process, Vendors shall submit any such
questions, in written form by the above due date. WCPSS will not respond to questions via telephone or telephone
message(s).
Written questions shall be emailed to at date and time specified above. Vendors should enter “RFP #251-27-106
Questions” as the subject for the email. Questions submittals should include a reference to the applicable RFP section
and be submitted in the format shown below:
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Reference
Vendor Question
RFP Section, Page Number
Vendor question …?
Questions received prior to the submission deadline date, WCPSS’ response, and any additional terms deemed
necessary by WCPSS will be posted in the form of an addendum to the Interactive Purchasing System (IPS),
http://www.ips.state.nc.us and WCPSS Purchasing website http://www.wcpss.net/domain/101, and shall become an
Addendum to this RFP. No information, instruction or advice provided orally or informally by any WCPSS personnel,
whether made in response to a question or otherwise in connection with this RFP, shall be considered authoritative
or binding. Vendors shall rely only on written material contained in an Addendum to this RFP.
Proposal Evaluation
All proposals will be evaluated by representatives of WCPSS. WCPSS may, at its sole discretion, ask for
additional information and/or elect to conduct interviews with finalists to clarify information provided in
the proposals.
The quarterly preventative maintenance of forklifts, pallet jacks and potential repairs to forklift services
that are the subject of this RFP are not required to be bid under North Carolina law, and none of the
statutory requirements regarding public bidding apply to this RFQ/P. This document, and not those
statutes, will govern the selection process.
WCPSS shall not be required to award the contract to the lowest proposed compensation; nor shall WCPSS
have any obligation to explain its decision to recommend or not to recommend any particular vendor or to
invite or exclude any particular vendor from consideration at any stage of the process. Instead of
recommending that contracts be awarded to one or more vendors who presented proposals, WCPSS may,
at its sole discretion, reject the proposals and repeat the process, enter into direct contract negotiations
with one or more vendors (possibly including vendors who have not previously submitted proposals) or
take any other action WCPSS deems advisable under all the circumstances.
WCPSS is expected to make any final selection(s) based upon any factors or considerations WCPSS deems
relevant. Factors often considered include qualifications, relevant experience, fee, and ability to perform
work in a timely manner. WCPSS retains sole discretion to award the contract to the vendor(s) it believes
will best serve the interests of WCPSS and may consider any factors, documents, or information it deems
relevant in making that determination. WCPSS shall not have any obligation to explain its decision to select
or not select any individual vendors or to invite or exclude any individual vendors from consideration at any
stage of the process. The decision of WCPSS to accept or reject any proposals and to award contract(s) to
any one or more vendor(s) shall be final and not subject to further review.
Vendors are subject to immediate disqualification at any stage of the selection process for any of the
following:
• The submission of false or misleading information in the vendor’s proposal.
• Any efforts to dissuade or discourage other vendors from submitting proposals.
• Any efforts to influence, dictate, or change the terms of another vendor’s proposal.
• Any form of bid collusion or bid rigging.
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1.1 Background and Project Objectives
1.2 Background
1.2.1
WCPSS is requesting pricing proposals for the
preventative maintenance service and repair of
forklifts and battery-operated pallet jacks as
described herein.
Background: The Wake County Public School System (WCPSS) is the nation’s sixteenth largest school
district and the largest in the state of North Carolina. With 112 elementary schools, 38 middle schools, 28
high schools and 5 special schools, we serve over 160,000 students.
1. Purpose
The Wake County Public School System (WCPSS) is soliciting proposals from qualified vendors to provide
comprehensive preventative maintenance and repair services for district-owned forklifts and battery-operated
pallet jacks as identified in Attachment A.
The intent of this RFP is to secure a vendor that can deliver a fully inclusive preventative maintenance program,
ensure regulatory compliance, and provide transparent, pre-approved repair services.
2. Scope of Services
The selected Vendor shall provide all labor, supervision, tools, equipment, materials, travel, and incidentals
necessary to perform preventative maintenance and repair services on forklifts owned by WCPSS. Itemized
invoices are required before payment is made.
3. Preventative Maintenance (PM) Services
3.1 Pricing Structure
• Vendor shall provide one all-inclusive fixed price for preventative maintenance services.
• The all-inclusive PM price must include:
o Labor
o Travel time and Mileage (as permitted per Letter of Instruction)
o Shop supplies (District will not pay for supplies that do not directly align with the actual
equipment. For example, hand cleaner, tool cleaner, etc. will not be approved for payment.
o Administrative costs
o Return trips
• Additional charges for shop supplies, fuel, return trips, or similar incidental expenses will not be accepted.
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This page summarizes the opportunity, including an overview and a preview of the attached documents.