IFB 071726GJ-MATA TRANSIT FLEET FILTERS Q&A Addendum 1

INVITATION FOR BID
SUBJECT: MATA TRANSIT FLEET FILTERS
DATE: JUNE 17, 2026
INVITATION NO.: 071726GJ
PROPOSAL DUE: JULY 17, 2026 TIME: 11:00 A.M. C.S.T.
The Memphis Area Transit Authority invites proposals for supplies and/or services set forth above
in accordance with the specifications enclosed ````.
Proposals MUST be received at MATA by the date and time set forth above.
QUESTIONS AND INQUIRIES: No interpretation of the meaning of the specifications or other
documents will be made to any Bidder orally. Questions shall be submitted in writing to the Point of
Contact (listed below). To be given consideration, the questions must be received NO LATER THAN
June 29, 2026 @ 11:00 AM CST. Questions that are deemed to be substantive in nature will be
responded to in the form of an addendum and posted on MATA's website by E.O.D. C.S.T. on June
30, 2026, website: MATATransit.com. Please do not submit questions in PDF format.
IFB TIMELINE:
IFB Posted: June 17, 2026
Pre-Bid Meeting: N/A
Questions Due: June 29, 2026 @ 11:00 AM CST
Q&A Posted: June 30, 2026, EOD - CST
Bid Due Date/Time: July 17, 2026 @ 11:00 AM CST
POINT OF CONTACT:
Gwen Johnson
Gjohnson@matatransit.com
Sincerely,
Gwendolyn Johnson
Gwen Johnson
Procurement and Inventory Controls Sr. Manager
Memphis Area Transit Authority 1370 Levee Rd. Memphis, TN 38108-1011 (901) 722-7100
WWW.MATATRANSIT.COM

TABLE OF CONTENTS
COMMON PROBLEMS WITH BID SUBMITTALS
LEGAL NOTICE TO BIDDERS
SECTION A INSTRUCTIONS TO BIDDERS
1.0 GENERAL
2.0. BID REQUIREMENTS
3.0 BID FORMAT
4.0 BID PROCEDURES
5.0 BID EVALUATION AND CONTRACT AWARD
6.0 PROTESTS
SECTION B SCOPE OF SERVICES
SECTION C REQUIRED FORMS AND CERTIFICATIONS
ADDENDA ACKNOWLEDGEMENT FORM
AFFIDAVIT OF NON-COLLUSION
BUY AMERICA CERTIFICATE (For Contracts of $150,000 or greater)
FEDERAL TAX LIABILITY AND RECENT FELONY CONVICTION
CERTIFICATION OF PRIMARY PARTICIPANT (prime Contractor) REGARDING
DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS
CERTIFICATION OF LOWER-TIER PARTICIPANTS (subcontractors) DEBARMENT,
SUSPENSION, INELIGIBILITY AND VOLUNTARY EXCLUSION
CERTIFICATION OF RESTRICTIONS ON LOBBYING (For Contracts of $100,000 or greater)
NATIONAL DEFENSE AUTHORIZATION ACT TELECOMMUNICATIONS
NO RESPONSE
BID FORM
ATTACHMENT 1 GENERAL CONTRACT PROVISIONS
FTA CLAUSES
TENNESSEE STATE CONTRACT CLAUSES
APPENDIX
BUSINESS QUESTIONNAIRE
SAMPLE CONTRACT CHANGE ORDER
BID LABEL TO ATTACH TO THE FRONT OF THE BID ENVELOPE

COMMON PROBLEMS WITH BID SUBMITTALS
Missing or unsigned copies of certain forms and certifications. The following must be included in
the Bid:
Addenda Acknowledgment Form
Affidavit of Non-Collusion
Buy America Certificate
Federal Tax Liability and Recent Felony Conviction
Certification of Primary Participation Regarding Debarment, Suspension, and
other Responsibility Matters
Certification of Lower-Tier Participants Regarding Debarment, Suspension,
Ineligibility and Voluntary Exclusion
Certification of Restrictions on Lobbying
National Defense Authorization Act Telecommunication
Explanation of "No Response"
Bid Form and Cost Spreadsheet on MATA's website:
https://www.matatransit.com/doing-business/
Incomplete or outdated information on client references and/or insufficient number of references
provided.
Failure to include adequate documentation about the role of subcontractors in the project.
Submittal of too few copies. The IFB specifies the number of originals and number of copies of the
Bid to be provided.
Failure to properly label Bid package with Bid/Proposal label.
Bid received late. All Bids must be in MATA's possession by the deadline shown in the Bid. All Bids
received after the deadline will be returned unopened. If delivered by hand, the Bid package must
be deposited as specified in Section A, 1.4.

MEMPHIS AREA TRANSIT AUTHORITY
LEGAL NOTICE TO BIDDERS
Bids will be received by the Memphis Area Transit Authority (MATA) at its Purchasing Office,
1330 Levee Road, Memphis, TN 38108, until 11:00 a.m. local time, on July 17, 2026, and opened
and read aloud at that time for furnishing the following:
IFB# 071726GJ - MATA TRANSIT FLEET FILTERS
Bidders must submit their bid with the enclosed label attached to the envelope.
MATA hereby notifies all Bidders that in regard to any contract entered into pursuant to this
advertisement, minority business enterprises will be afforded full opportunity to submit bids in response
to this advertisement and will not be discriminated against on the grounds of race, color, sex, religion,
political affiliation or national origin in consideration of an award.
Any name appearing on the Comptroller General's list of ineligible contractors is not an eligible bidder.
The contractor will be required to comply with all applicable Equal Employment Laws and Regulations.
Further information and bid requirements may be obtained by contacting Gwen Johnson,
Procurement and Inventory Controls Sr. Manager, via email: Gjohnson@matatransit.com.
Award of the contract will be made on the basis of the Lowest Responsive and Responsible bidder as
selected by the Authority, provided it is in their best interest to do so.
MATA reserves the right to reject any and all bids, and to waive any informality in biding.
Anticipated Term of Contract:
July 27, 2026 - July 26, 2027 (one year)
Rodrick Holmes
Trustee

SECTION A
INSTRUCTIONS TO BIDDERS

SECTION A
INSTRUCTIONS TO BIDDERS
1.0 GENERAL
1.1 The Memphis Area Transit Authority (hereinafter referred to as MATA) seeks Bids for professional
services from qualified firms capable of providing the scope of services described in Section B.
These instructions provide detailed legal and technical requirements for the acquisition of these
services. This Invitation for Bid (IFB) will become part of the contract.
MATA will enter into a contract with the successful bidder for products and/or services relative to
the Project. This Project is more particularly described in Section B - Scope of Services. General
Contract Provisions are included in Attachment 1. Where there is conflict between the General
Contract Provisions and Section A, the provisions of instructions to bidders will take precedence.
MATA is a public agency responsible for providing public transportation services within the city of
Memphis and surrounding communities.
1.2 "Purchaser" or "Grantee" or "Authority" means MATA. The words "bid", "offer", and are
synonymous. The words "proposal", "bid" and "offer" are also synonymous and it is understood
that once MATA accepts same, the document will constitute a portion of the contract contemplated
by these instructions. The words "Bidder", "Vendor" and "Contractor" are also synonymous.
1.3 This Invitation for Bids (IFB) does not commit MATA to award a contract or pay any costs incurred
in preparation of bids in response to the IFB. Bidders shall be responsible for all costs incurred as
part of their participation in the pre-award process.
1.4 Bids will be received by MATA at its Purchasing offices located at 1330 Levee Road, Memphis, TN
38108, until 11:00 a.m. local time on July 17, 2026. BIDS RECEIVED AFTER THIS DATE AND
TIEM WILL BE RETURNED TO THE BIDDER UNOPENED.
MATA's normal business hours are 8:00 a.m. to 4:30 p.m. Monday through Friday at 1330
Levee Road, Memphis, TN 38108. (Hand delivery instructions: Turn right into the second open
drive on Levee Rd., park in the loop close to the fence, and walk to the dock door and ring
bell.) A mail delivery must be addressed to: 1370 Levee Road, Memphis, TN 38108; however,
Vendors are reminded of their sole responsibility for ensuring that the Bid or Proposal is
deposited in the Purchasing Department.
Bidders are reminded that all Bids must be securely sealed, have the enclosed label attached and
be clearly marked "Bid".
After normal business hours (4:30 p.m. - 8:00 a.m.), bids will be accepted at the MATA dispatcher's
office, 1370 Levee Road, Memphis, TN 38108; however, bidders are reminded of their sole
responsibility for ensuring that their bid is deposited in the Purchasing Department.
Bidders may verify receipt of Bids by contacting MATA at (901) 333-3716 or email:
Gjohnson@matatransit.com.
1.5 All bids and related documents shall be subject to a financial assistance contract between MATA
and the United States Department of Transportation, under the Federal Transit Act, as amended,
and terms and conditions established under the Act will apply.
1.6 This will be an operational funded procurement, as determined by the Agency. The funding
SECTION A - 1

source for this procurement shall be determined solely by the Agency. Contractors shall
comply only with those funding-specific clauses applicable to the funding source identified by
the Agency. TDOT and FTA-specific clauses shall apply only if the procurement is funded by
TDOT or FTA and shall otherwise be inapplicable.
1.7 Neither a Performance Bond nor a Proposal/Bid Bond is required for this project.
2.0. BID REQUIREMENTS
2.1 Bids must set forth full, accurate, and complete information required by this IFB including any
attachments.
2.2 MATA has prepared and attached to these instructions the required bid form. This bid form and all
accompanying documents or certifications and materials submitted by the bidder will be deemed
to constitute part of the bid.
2.3 The price quoted in any bid shall include all labor, materials, tools, equipment and other costs
necessary to fully complete the work as set forth in the Scope of Work. Anything omitted from the
scope of work, which is clearly necessary for the completion of the work, should be considered a
portion of the bid.
3.0 BID FORMAT
3.1 Bidders are required to submit bids in the following format:
A. Bid Forms and Attachments:
1. Addenda Acknowledgment Form
2. Affidavit of Non-Collusion
3. Buy America Certificate
4. Federal Tax Liability and Recent Felony Conviction
5. Certification of Primary Participation Regarding Debarment, Suspension, and
other Responsibility Matters
6. Certification of Lower-Tier Participants Regarding Debarment, Suspension,
Ineligibility and Voluntary Exclusion
7. Certification of Restrictions on Lobbying
8. National Defense Authorization
9. Explanation of "No Response"
10. Bid Form
4.0 BID PROCEDURES
4.1 MATA reserves the right to postpone the bid opening for its own convenience and to waive any
minor bid informalities, which do not go to the heart of the bid or prejudice other bidders, or to reject,
for good and compelling reasons, any and all bids submitted.
4.2 Conditional bids or those which take exception to the specifications, will be considered "non-
responsive".
4.3 Changes to the specifications will be made by written addendum by MATA and will be forwarded
to all persons and firms to whom documents have been submitted. ANY VERBAL
COMMUNICATION IS NOT CONSIDERED MATA'S OFFICIAL RESPONSE.
SECTION A - 2

4.4 Requests for Clarifications or Approved Equals must be submitted in writing to Gwen Johnson
and must be received no later than 11:00 AM local time on June 29, 2026, in accordance with the
Approved Equals procedures described in the General Contract Provisions. Any unapproved
deviations, exceptions, substitutes, alternates or conditional qualifications contained in a bid may
be cause for its rejection.
Requests may be emailed to Gjohnson@matatransit.com. VERBAL QUESTIONS WILL NOT BE
ANSWERED, THUS PREVENTING AN UNFAIR ADVANTAGE TO ANY BIDDER.
4.5 Bidders shall submit one (1) hard (paper) original, one (1) hard (paper) copy and one
(1) electronic flash drive of their respective bid. Bids shall be securely sealed to prevent access
prior to the bid closing date. Bids shall be clearly marked with the enclosed label attached.
Bids shall be valid for a minimum period of ninety (90) days subsequent to the bid closing date.
Bids offering less than ninety (90) days for acceptance by MATA from the bid closing date will be
considered non-responsive.
5.0 BID EVALUATION AND CONTRACT AWARD
5.1 The contract will be awarded to the lowest responsive and responsible bidder. Meaning the bid
presented by the responsible bidder which conforms with all material items and conditions of this
IFB and is lowest in price.
5.2 MATA reserves the right to reject any and all bids or to waive minor informalities and irregularities
in offers received.
5.3 A written notice of award or acceptance of offer, mailed or otherwise furnished to the successful
Bidder within the time specified in the bid, shall be deemed to result in a binding contract.
6.0 PROTESTS
6.1 MATA will consider all protests filed in a timely manner regarding the award. All protests are to be
submitted in writing, in accordance with the protest procedures described in the General Contract
Provisions.
6.2 Under certain limited circumstances, a potential Bidder may protest to FTA the award of a contract
pursuant to an FTA grant. FTA's review of any protest is limited to:
A. An alleged failure to MATA to have written protest procedures or alleged failure to follow
such procedures.
B. Alleged violations of a specific Federal requirement that provides an applicable complaint
procedure, which shall be submitted in accordance with the Federal regulation.
SECTION A - 3

SECTION B
SCOPE OF SERVICES

SECTION B - SCOPE OF SERVICES/SPECIFICATIONS
IFB #071726GJ - MATA TRANSIT FLEET FILTERS
MATA is soliciting bids for motor oil by the quarts for its transit vehicles for a one-year contract.
The anticipated term will be July 27, 2026 - July 26, 2027.
MATA will evaluate bids and award line by line. Any alternate proposed item must be an approved
equivalent according to MATA's cross reference number(s). Any questions must be submitted in
writing by the due date/time: June 29, 2026 no later than 11:00 AM CST.
Additional Terms and Conditions:
- No separate delivery fees for purchases/orders. If there are any fees, the shipping/freight
fees must be included in the unit cost of the bidder's proposed unit cost for that line
item.
- This is a one-year contract. Orders/quantities will be placed throughout the term of the
contract.
- All quantities listed are estimated for one year. MATA reserves the right to increase or
decrease the quantities throughout the term of the contract for each line item.
- Bidder must have the capability to provide MATA's requested order of quantities of each line
item throughout the contract term.
- At any point in time during the contract term an awardee cannot provide an order of
requested quantities in a reasonable amount of time, MATA reserves the right to cancel that
line item awarded to the contractor and proceed to the next lowest bidder that met
specifications for that line item.
- All orders will be shipped to 1330 Levee Road, Memphis, TN 38108.
- Bidder must include the lead time in their bid for each item in the bid. The lead time should
be indicated based on receipt of a MATA's written order throughout the term of the
agreement.
- Bidder MUST use the attached Cost Spreadsheet on MATA's website to enter the bid cost.
The Bid Form in this document must be completed and returned as well.
- Bidder MUST include the manufacturer number for each item proposed.
- Bidder should include/attach any special comments and specifications for any item that is
proposed as an approved equivalent.
- Complete all forms included in the IFB document and submit with bid.
- Shipping Address:
Memphis Area Transit Authority
Bus Maintenance
1330 Levee Rd.
Memphis, TN 38108
SECTION B- 5