Supply & Delivery of Powered Industrial Trucks

Agency: CPS Energy
State: Texas
Type of Government: State & Local
NAICS Category:
  • 484110 - General Freight Trucking, Local
Posted Date: Jan 23, 2020
Due Date: Feb 13, 2020
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Supply & Delivery of Powered Industrial Trucks

Collective 7000156693

Description: Three Year contract for the Supply & Delivery of Powered Industrial Trucks for CPS Energy Fleet Asset Management.

Solicitation Detail:

CPS Energy is seeking to establish a Three Year contract for the supply and delivery of Powered Industrial Trucks for CPS Energy Fleet Asset Management.

Solicitation Documents:

Companies wishing to provide a Response for this Solicitation must download the Collective Document for this Solicitation no later than February 13, 2020.

Pre-Solicitation Meeting:

A Pre-solicitation meeting will be held on January 30th, 2020 at 10:00am at CPS Energy headquarters. The address is located on the third page of the RFP.

However, if your company is interested in this Solicitation, in order to receive any Addenda or additional information on this Solicitation, you must email the Procurement Analyst and indicate your interest in receiving any additional documents regarding this solicitation.

Response Due Date:

Responses are due no later than February 13, 2020 at 4:00 p.m. (Central). CPS Energy reserves the right to reject late Submittals.

Contact Name: Victor Melgoza

Contact Email:

Attachment Preview

Test Title

Request for Proposal


Supply and Delivery of Powered Industrial Trucks

Request For Proposal No. 7000156693

Issued: January 23, 2020

Proposal Submission Deadline: February 13, 2020 by (Central Time)


P.O. BOX 1771


Please complete and return the following Acknowledgement of Receipt to indicate that you have received our Request for Proposal (RFP) and wish to participate in this RFP process.



The City of San Antonio, acting by and through City Public Service Board (“CPS Energy”) issues this Request for Proposal (“RFP”), to solicit proposals (“Proposal”) from qualified and experienced companies (each a “Respondent”) in supplying and delivering powered industrial trucks, as required by CPS Energy as further described in the attached Statement of Work (“SOW”) # 10623115.


CPS Energy is the nation’s largest municipally owned energy utility providing both natural gas and electric service.  Acquired by the City of San Antonio in 1942, CPS Energy serves more than 800,000 electric customers and 340,000 natural gas customers in and around San Antonio (1,515 square mile service area). CPS Energy is governed by a five-person Board of Trustees, consisting of the Mayor of the City of San Antonio and four citizens representing the four geographical quadrants of the City of San Antonio. Information about CPS Energy’s history, operations and management is available on


During the solicitation period, the Procurement Analyst identified below shall be the sole contact for any inquiries from prospective Respondents. Any inquiries from Respondents shall be submitted in writing by electronic mail.

Victor Melgoza

Procurement Analyst, Supply Chain


Respondents are prohibited from communicating with CPS Energy employees, representatives, staff, or Board Members regarding this RFP during the period in which submittals have been solicited or are being evaluated (other than the Procurement Analyst identified in herein in the designated manner), with the exception of pre-submittal meetings open to all Respondents or responses to questions posed during interviews scheduled after responses are received and opened. Restricted communication includes, but is not limited to, “thank you” letters, phone calls, emails, and any contact that results in the direct or indirect discussion of the RFP and/or submitted Proposals. Violation of this provision by Respondents or their agents may lead to disqualification of the Respondent’s Proposal.


CPS Energy will make a concerted effort to maintain the schedule below, but reserves the right to revise the schedule based on CPS Energy’s business needs.



RFP Issuance

January 23, 2020

Pre-Bid meeting

CPS Energy Headquarters

145 Navarro St.

San Antonio TX, 78205


January 30, 2020

CPS Energy Responses to Submitted Questions

By 5:00 p.m. (Central time) on February 5, 2020

Deadline for Respondent’s Questions

February 7, 2020

Respondent Proposals Due

4:00pm (Central time) on February 13, 2020

Proposed Contract Commencement

March 13, 2020


CPS Energy may amend this RFP. If this RFP is amended, all terms and conditions that are not amended remain unchanged.



1. Proposal Format. Respondent must submit three electronic files:

1) Business & Technical Proposal (Section II(B) below), a text-searchable PDF (portable document format, non-zipped) document;

2) Cost Proposal (Section II(C) below), a text-searchable PDF (portable document format, non-zipped) document; and

3) Contract Terms & Conditions (Section II(D) below), a Microsoft Word (or compatible) document, with comments if any, with tracked-changes enabled.

2. Proposal Submission Requirements.

1) All electronic components of the Proposal must be emailed to the Procurement Analyst’s email address specified herein on or before the RFP Proposal Due Date identified in the RFP Schedule above.

2) CPS Energy will evaluate the Respondent’s Proposal and the Respondent’s ability to satisfactorily perform Services and/or provide Goods. Proposals not meeting all requirements are subject to rejection.

3) Additional Requirements and Terms and Conditions related to Proposal Submissions can be found below in Addendum A.


1. Table of Contents

A table of contents of all sections, figures, exhibits and tables of the Proposal, preferably bookmarked (or tabbed) on the PDF of the submitted Proposal. The bookmarks (tabs) in the submitted Proposal should match up with the numbering of the Proposal Submission Requirements listed in the RFP.

2. Cover Sheet

The Cover Sheet shall contain the following:

a. The solicitation number;

b. The name, address, telephone number, and email address of the Respondent; and

c. The names, titles, and contact information of the person(s) authorized to make representations on Respondent’s behalf with CPS Energy.

3. Summary

A brief summary of the major facts or features of the Proposal, including any conclusions, assumptions, and recommendations the Respondent desires to make.

4. Company/Firm Overview

a. Overview. The name and a brief description or history of the Respondent.

b. Location. The location of the Respondent’s headquarters and branch locations that will have individuals assigned to CPS Energy, or where Respondent will manufacture Goods.

c. Local Presence. If the Respondent has offices within the San Antonio metropolitan area, indicate the name, type (headquarters, branch, etc.), address, telephone number, number of employees, and the general nature of business undertaken at each San Antonio area location.

d. Environmental Sustainability Practices. CPS Energy is dedicated to environmentally conscious practices that lead to the betterment of our community. To that end, CPS Energy prefers to purchase products and materials, where feasible, that demonstratively minimize the harmful effects to the environment from their production, transportation, use and / or disposition. This is aligned to our belief that the focus on improving our overall environmental footprint benefits our community and our customers. Please provide information regarding Respondent’s environmental sustainability practices, if any.

5. Qualifications to Provide Training

a. In a general fashion, describe the qualifications of Respondent’s personnel to provide operations and maintenance training for the Goods requested.

i. Operations Training. Company shall provide a detailed description of the training that will be provided to CPS Energy personnel, pursuant to the requested training requirements in SOW #10623115.

ii. Maintenance Training. Company shall provide a detailed description of the training that will be provided to CPS Energy personnel, pursuant to the requested training requirements in SOW #10623115.

6. Experience, Warranty, Quality Control, and Contingencies

a. Experience. Provide the following information for all similar Goods either manufactured by Respondent or provided by Respondent to other companies for the past five (5) year period:

i. The average turnaround time for resolving issues associated with the Goods.

ii. The number of years manufacturing or selling similar Goods.

iii. Describe your ability to provide the Goods described in Section 3 of the SOW.

b. Dealership Status. Provide a detailed explanation of the Respondent’s dealership status for sales and service.

c. Warranty, Repairs and Service Agreement.

i. A detailed description of Respondent’s standard warranty and a statement of agreement with or an itemized list of any exceptions to the required warranties contained in the attached Agreement, Standard Terms and Conditions and/or SOW, attached as applicable to this RFP.

ii. A description of Respondent’s additional warranties detailing what is included, timeline and additional information above and beyond standard warranties.

iii. Describe the process for warranty work needing to be performed on Goods, to include location of repair facility and transportation requirements and other pertinent information.

iv. Describe the process for non-warranty repairs, to include location of repair facility, transportation requirements, mobile repair options, emergency repair needs and other pertinent information.

v. Describe Respondent’s preventative maintenance options.

d. Quality Control and Contingencies.

i. List how the following situations would be resolved:

1. Problems with delivery.

2. Failure of Goods to pass acceptance by CPS Energy after delivery.

ii. Discuss your quality control procedures and certifications. Describe action plan(s) depicting countermeasures to reduce the failure rate (if any).

iii. Provide a description of Respondent’s proposed inspection, preventative maintenance and quality control program to assist CPS Energy in maintaining equipment during the equipment’s operational lifecycle.

e. Local Support. A detailed description of Respondent’s local service, repair and ability to provide parts for warrantied and non-warrantied items.

f. Technical Support. Respondent shall submit a statement that they will provide access to manufacture technical support hotline.

g. Zero emissions. Respondent shall submit explain how company will work with CPS Energy to achieve zero emissions through electrifications of the powered industrial trucks.

7. Responsible Respondent Questionnaire

Respondent shall complete and submit the following Responsible Respondent Questionnaire.

8. Disclosure

Respondent shall complete and submit the following Disclosure.

9. Subcontractors, Subsidiaries & Multiple Parties

a. Respondent shall complete and submit the following Subcontracting Form.

b. Subcontractors. Additionally, Respondent shall submit resumes including detailed experience of each proposed subcontractor, if applicable. All Services, Goods furnished by a subcontractor in lieu of the Respondent shall be so stated in the Respondent’s Proposal and shall be included in the Respondent’s Fees/Compensation or Price Schedule.

c. Subsidiaries. If applicable, any subsidiary of Respondent that may perform any of the Services or provide any of the Goods in whole or in part, must be approved by CPS Energy prior to execution of a contract. For any subsidiary of Respondent who will provide Services or to whom the Respondent expects to delegate any of the Services, provide the name, address, and a list of management and key personnel, including resumes showing the experience of individuals actually performing the Services. All Services, Goods furnished by a subsidiary in lieu of the Respondent shall be so stated in the Respondent’s Proposal and shall be included in the Respondent’s Fees/Compensation and/or Price Schedule.

d. Multiple Parties. If applicable, Proposals that include a joint venture, partnership, affiliated business arrangement, or consortium with other vendor applications or with subcontractors, should contain the following information relating to each proposed participating member: company name, business address, telephone number, year company was established, ownership of company, and a description of participation in Respondent’s Proposal.

10. Business Questionnaire

a. The Respondent shall submit the following CPS Energy Business Questionnaire and a current year Form W-9 with the Respondent’s Proposal. Business Questionnaires shall only be considered valid for one (1) year from classification date and must be updated with a new Business Questionnaire beyond such one (1) year period.

b. The Business Questionnaire assists CPS Energy, who is a federal contractor, with reporting its contracting activity to the federal government, in identifying a Respondent’s business, if applicable, as Local, Small, and/or Diverse in accordance with the definitions/descriptions below:

Local - Any business located in the San Antonio eight-county metropolitan area as defined by the Office of Management and Budget (OMB). The metropolitan area is colloquially referred to as "Greater San Antonio" and is situated in South-Central Texas. The counties included are Atascosa, Bandera, Bexar, Comal, Guadalupe, Kendall, Medina, and Wilson Counties.

Small - A business that does not exceed the Small Business Administration's size standards, which vary by work category. Information about each category and size standard can be located by going to

Diverse - Any business which meets one of the following classifications: Women, Minority, Veteran, Historically Underutilized Business (HUB) Zone, or Service-disabled Veteran.


This section requests the Respondent’s price and fees for providing the Services and Goods requested.

1. Fees. The cost for the Goods and Services shall be based on rates established in the Fleet Vehicle Package per each mini-bid.

Complete each Fleet Vehicle Package below and include it in Respondent’s Proposal to CPS Energy. CPS Energy reserves the right to award based on the information submitted in each Fleet Vehicle Package

D. CONTRACT terms & conditions

1. Existing Agreement/Terms and Conditions

If Respondent has a current, non-expired Master/Services Agreement or Terms and Conditions with CPS Energy with an Effective Date of February 1, 2016 or later, either: (1) provide a copy of the relevant Agreement or Terms and Conditions, or (2) reference the CPS Energy Purchase Order related to the relevant Agreement or Terms and Conditions. CPS Energy reserves the right to negotiate a new Agreement or Terms and Conditions other than that provided by or referenced by Respondent.

2. Exceptions

Any and all exceptions to the scope of services, statement of work, requirements, specifications, or the terms and conditions of the proposed contract(s) (unless provided in accordance with the above section) must be clearly acknowledged and inserted in “tracked-changes” (red-lined) format using Microsoft Office or compatible and must accompany the Proposal. If there are no exceptions, the words, “NO EXCEPTIONS,” must be stated either on the proposed contract or in the Proposal.



1. In evaluating Proposals, CPS Energy in its sole discretion, will give weight and importance to the evaluation criteria listed below in order of most-to-least important:

• Experience, warranty, quality control, and contingencies relating to the supply of Goods;

• Ability to meet CPS Energy's requirements;

• Training; and

• Economic Development.

2. Economic Development. Respondents classified as a local business in accordance with the zip codes defined within the San Antonio metropolitan area, and/or a small, disadvantaged, minority-owned, woman-owned, service-disabled, veteran-owned, HUBZone business, will receive a preference in the evaluation process.


1. Policies & Procedures. This procurement will comply with applicable CPS Energy procurement policies and procedures. The evaluation factors outlined below shall be applied to all eligible, responsive Proposals. Qualifying Proposals will be assessed in order to identify the best value to CPS Energy. CPS Energy may or may not choose to award a contract under this solicitation.

2. Investigations. CPS Energy may conduct investigations, as deemed necessary, to assist in the evaluation of any Proposal and to establish the responsibility, qualifications, and financial ability of the Respondent, proposed subcontractors, and other persons and organizations who may perform Services or provide Goods. The Respondent shall furnish, upon request and in a timely manner, all such data and information requested for this purpose.

3. Award.

a. CPS Energy will evaluate all Proposals based upon the evaluation criteria set forth in this RFP and as further clarified throughout the evaluation process. Based upon CPS Energy’s initial evaluation of the Proposals, CPS Energy may make a final decision for award or may prepare a short list of apparent qualified Respondents. CPS Energy may select one or more potential Respondents as candidates for a contract award.

b. CPS Energy may or may not award a contract to a Respondent after analysis and evaluation of the Proposals.

c. CPS Energy may evaluate Proposals and award a contract without discussions with Respondents (except for necessary clarifications). Therefore, the Respondent’s Proposal should contain the Respondent’s best terms from a price and technical standpoint. CPS Energy reserves the right to conduct discussions if CPS Energy later determines them to be necessary.

d. CPS Energy will evaluate the Proposals to determine which, in CPS Energy’s sole judgment, represents the best value for the Services, Goods requested.

e. The award under this RFP does not in and of itself create a binding agreement between CPS Energy and the successful Respondent. An agreement including all terms, conditions, exhibits, and attachments must be executed by both CPS Energy and the successful Respondent in order to create a binding enforceable agreement between CPS Energy and the successful Respondent. No Respondent may rely upon the award of a contract as a promise by CPS Energy to enter an agreement, and no Respondent may rely upon any written or oral statement(s) or representation(s) as to the award of a contract or intention to enter an agreement made by any CPS Energy personnel. Subsequent to CPS Energy granting an award, it is contemplated that there may be a period of negotiations to finalize a contract between the parties.

f. CPS Energy reserves the right to make an award on any item for a quantity less than the quantity offered, at the unit cost or prices offered, unless the Respondent specifies otherwise in the Proposal.

4. Short List. If CPS Energy determines that the number of Proposals that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, CPS Energy may limit the number of Proposals in the competitive range to the greatest number that will permit an efficient competition among the most highly rated proposals.

5. Unbalanced Pricing. CPS Energy may determine that a Proposal is unacceptable if the prices proposed are materially unbalanced between line items or subline items. Unbalanced pricing exists when, despite an acceptable total evaluated price, the price of one or more line items is significantly overstated or understated as indicated by the application of cost or price analysis techniques. A Proposal may be rejected if CPS Energy determines that the lack of balance poses an unacceptable risk to CPS Energy.

6. Board Approval. While preliminary selection, due diligence and even detailed negotiations and other processes could transpire to ensure critical progress is made, any action taken to award a contract by CPS Energy may be subject to approval by the CPS Energy Board of Trustees and may not be final until such approval process has been completed.  No payment can be made for action taken or Services started prior to the execution of a contract by both parties.


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