HomeMy WebLinkAboutbocc.con.002.258/30/2021 CDD
Contract Information
Contract Number
Project Name
Contractor
Budget Line Item 41652150.575500
Procurement Method:
Type:
Contract Start Date
Contract End Date
Contract Type
Retainage
If this is a new contractor, please enter the New Vendor information into Munis for workflow approval.
Contact Information:
Department
County Representative Matt Bergstresser County Representative
Phone (970) 920-5394
Provide a brief description of the Contract or Change Order:
Contract Value Summary:
$ 837,000.00
$ -
$ -
$ 837,000.00
Fleet
Purchase of 2025 Caterpillar Excavator.
Original Contract Amount
Previous Change Order/Amendment Amount
This Change order/Amendment amount
Contract Total
No
Excavator Purchase
Wagner Equipment Co.
$ 837,000.00
Additional Budget Line
Item(s)
(Please fully allocate New Contract Total)
$ -
$ -
$ -
$ 837,000.00
Outside Agency
Goods, Equipment, Supplies
1/1/2025
9/30/2025
New Contract
002.25
Pitkin County
Procurement Cover Sheet
Please complete the Contract Cover Sheet when the contract/task order is complete and fully executed.
Return all Contract Cover Sheets and Contracts/Change Orders/Amendments/Task Orders to Procurement
Rev. 2022.08.04 CDD OUTSIDE AGENCY/COOPERATIVE BID MEMORANDUM
TO: File
FROM: Matt Bergstresser, Fleet Manager
RE: 2025 Caterpillar Excavator Purchase DATE: January 1, 2025
OUTSIDE AGENCY and/or COOPERATIVE BID At the procurement officer’s discretion, a contract may be awarded for a property, service, or construction item on the terms and to the contractor that has been selected under the State of
Colorado's or other governmental jurisdiction’s competitive procurement process. The other jurisdiction’s process must maintain the spirit of the County’s procurement standards in order for the proposal to be accepted by the County (Pitkin County Procurement Code section 3-106.)
Contract #: 002.25 Budget: $837,000.00 Description of Project: Purchase of a new 2025 Caterpillar Excavator
Outside Agency/Cooperative Procurement process used: (Include a copy of the outside agency bid with
the Contract file.): Sourcewell Contract # 011723 Vendor Name: Wagner Equipment Co.
_________________________________________________ !#DEPARTMENT REPRESENTATIVE#! Date
COUNTY MANAGER:
________________________________________________ !#COUNTY MANAGER#! Date
Fleet Manager
Jan-06-2025
Matt Bergstresser
Deputy County Manager
Rich Englehart
Jan-13-2025
Contract # 002.25 Revision: 2024.11.07 CDD
1
PITKIN COUNTY CONTRACT FOR THE PURCHASE OF GOODS
THIS CONTRACT, made January 1, 2025 by and between the Board of County
Commissioners of Pitkin County, Colorado, 530 E. Main St., Suite #302, Aspen, CO 81611,
(hereinafter called the “County”) and Wagner Equipment Co., 2322 I-70 Frontage Road, Grand
Junction, CO 81505 (hereinafter called the “Vendor”) to perform the following work: 2025
Excavator Purchase (“Project”).
I. Goods Purchased. Vendor shall provide County with the following goods conforming
to the stated description and any Technical Specifications attached to this contract:
One (1) New 2025 Caterpillar Excavator Model 335
II. Delivery of Goods. Goods, together with all warranties, guarantees, manuals,
support information and notice of any extended warranties, shall be delivered by
Vendor to the County at the following place and time:
Place: 76 Service Center Road, or as otherwise specified by the County
Representative, Matt Bergstresser
Date: On or before August 1, 2025
Time: As agreed upon by Vendor and County Representative
III. Risk of Loss. At all times prior to delivery and County’s acceptance of the goods,
Vendor shall bear any and all risk of loss of or damage to the goods. During such period,
Vendor shall insure the goods for loss or damage in amounts and under appropriate
terms.
IV. Time is of the Essence. Vendor acknowledges that time is of the essence for the
delivery of goods.
V. Liquidated Damages. Vendor hereby agrees to be responsible to County for
liquidated damages for failure to deliver goods on time, (for delay and not as Penalty)
in the amount of Zero dollars and Zero cents ($0.00) per calendar day for each day or
part of a day that goods are not delivered on the date and time established in accordance
Contract # 002.25 Revision: 2024.11.07 CDD
2
with this contract. The parties agree that the stated sum is a reasonable forecast of fair
compensation for the anticipated damages for delay and that they genuinely intend to
liquidate such damages. Any such damages are to be deducted from purchase price.
VI. Acceptance of Goods. Delivery of goods shall be complete only upon acceptance
by County. County shall have fifteen (15) days for inspection of goods. At delivery
and after inspection and acceptance, Vendor shall tender a Bill of Sale to the goods,
together with any and all other documents evidencing such ownership and title to the
goods. The goods shall be delivered to County free and clear of any liens, claims or
encumbrances, and Vendor shall warrant the same, which warranty shall survive
closing of this contract.
VII. Rejection of Goods. If goods are not delivered according to the specifications and
descriptions of this contract, County may reject goods. Upon Failure of Vendor to
deliver goods, County may terminate this contract or declare Vendor to be in default
and pursue remedies contained in this contract.
VIII. Warranty and Repairs.
A. Delivery of Warranty. Upon delivery of the goods, Vendor shall simultaneously
tender to County all warranties, guarantees, manuals and other documents specified
by the contract documents or in possession of Vendor.
B. Terms of Warranty and Repair. The Vendor hereby warrants that for a period of
12 months (unlimited hours) for Parts and Labor (travel time included for the first
6 months) after goods are accepted, Vendor will, at Vendor’s own expense, without
any cost to the County, replace all defective parts and make any repairs to the goods
that may be required or made necessary by reason of defective material or
workmanship. Where practicable, warranty repairs are to be made in the field;
however, in the event of major repairs, the goods may be transported to Vendor’s
facility at no cost to the County.
C. Extended Warranties. In addition to the above, the County may avail itself of the
Vendor’s standard and/or extended warranties. The Vendor shall offer to the
County any extended warranties, which may be available from the manufacturer at
the time of delivery, or any subsequent extended warranties, for which the County
may be eligible, which become available thereafter. The County is under no
obligation to accept and pay for these extended warranties however.
IX. Payment. Full payment shall occur upon acceptance of goods delivered in compliance
with this contract. In consideration of delivery and acceptance of the goods to County
in accordance with this contract, County shall pay Vendor, and Vendor agrees to accept
as its full and only compensation, the stated sum of Eight Hundred Twenty-Seven
Thousand dollars and Zero cents ($827,000.00), but any payment by the County may
be offset by any amount the Vendor owes the County for any reason.
Contract # 002.25 Revision: 2024.11.07 CDD
3
X. Termination Prior to Expiration of Contract Term. County has the right to
terminate this contract, with or without cause, by giving written notice to the Vendor
of such termination and specifying the effective date thereof.
XI. County’s Remedies Upon Default of Vendor. Whenever Vendor shall default in
performance of this contract in accordance with its terms, County shall be entitled to
suit for damages, specific performance or other relief in law or equity.
XII. Assignability. This contract is not assignable by either party. Any use of
subcontractors by the Vendor for performance of this contract must be accepted in
writing by the County.
XIII. Severability. In the event that any provision of this contract shall be held to be
invalid or unenforceable, the remaining provisions of this contract shall remain valid
and binding upon the parties hereto.
XIV. Integration and Modification. This contract represents the entire and integrated
contract between the County and Vendor and supersedes all prior negotiations,
representations, or contract, either written or oral. This contract may be amended only
by written contract signed by both the County and Vendor.
XV. Exemptions. All purchases of construction or building or any other materials for
this contract shall not include Federal Excise Taxes or Colorado State or local sales or
use taxes. Pitkin County is exempt from such taxes under registration numbers 98-
02624 and 84-78000-5K.
XVI. Contract Made in Colorado. The parties agree that this contract was made in
accordance with the laws of the State of Colorado and shall be so construed. Venue is
agreed to be exclusively in the courts of Pitkin County, Colorado.
XVII. Attorney’s Fees. In the event that legal action is necessary to enforce any of the
provisions of this contract, the substantially prevailing party shall be entitled to its costs
and reasonable attorney’s fees.
XVIII. Governmental Immunity. Vendor agrees and understands that the County is relying on
and does not waive, by any provision of this contract, the monetary limitations or terms
(presently $150,000 per person and $600,000 per occurrence) or any other rights,
immunities, and protections provided by the Colorado Governmental Immunity Act,
C.R.S. § 24-10-101, et seq., as from time to time amended, or otherwise available to
the County or any of its officers, agents or employees. Further, nothing in this contract
shall be construed or interpreted to require or provide for indemnification of the Vendor
by the County for any injury to any person or any property damage whatsoever which
Contract # 002.25 Revision: 2024.11.07 CDD
4
is caused by the negligence or other misconduct of the County or its agent or
employees.
XIX. Accessibility.
Contractor shall comply with and the Work Product provided under this Contract
shall be in compliance with all applicable provisions of §§24-85-101, et seq., C.R.S.,
and the Accessibility Standards for Individuals with a Disability, as established by
OIT pursuant to Section §24-85-103 (2.5), C.R.S. Contractor shall also comply with
all State of Colorado technology standards related to technology accessibility and
with Level AA of the most current version of the Web Content Accessibility
Guidelines (WCAG), incorporated in the State of Colorado technology standards.
The County may require Contractor’s compliance to the State’s Accessibility
Standards to be determined by a third party selected by the County to attest to
Contractor’s Work Product and software is in compliance with §§24-85-101, et seq.,
C.R.S., and the Accessibility Standards for Individuals with a Disability as
established by OIT pursuant to Section §24-85-103 (2.5), C.R.S.
A. Accessibility Indemnification
Contractor shall indemnify, save, and hold harmless the Indemnified Parties,
against any and all costs, expenses, claims, damages, liabilities, court awards and
other amounts (including attorneys’ fees and related costs) incurred by any of the
Indemnified Parties in relation to Contractor’s failure to comply with §§24-85-
101, et seq., C.R.S., or the Accessibility Standards for Individuals with a
Disability as established by OIT pursuant to Section §24-85-103 (2.5), C.R.S.
XX. Current Year Obligations. The parties acknowledge and agree that any payments
provided for hereunder or requirements for future appropriations shall constitute only
currently budgeted expenditures of Pitkin County as County. Pitkin County’s
obligations under this contract are subject to Pitkin County’s annual right to budget and
appropriate the sums necessary to provide the services set forth herein. No provisions
of the contract shall constitute a mandatory charge or requirement in any ensuing fiscal
year beyond the then current fiscal year of Pitkin County. No provision of the contract
shall be construed or interpreted as creating a multiple-fiscal year direct or indirect debt
or other financial obligation of Pitkin County within the meaning of any constitutional
or statutory debt limitation. This contract shall not directly or indirectly obligate Pitkin
County to make any payments beyond those appropriated for Pitkin County’s then
current fiscal year. No provisions of this contract shall be construed to pledge or create
a lien on any class or source of Pitkin County’s moneys, nor shall any provision of this
contract restrict the future issuance of Pitkin County’s bonds or any obligations payable
from any class or source of Pitkin County’s money.
XXI. Notice. Any notice required or permitted under this Agreement shall be in writing
and shall be provided by electronic delivery to the e-mail addresses set forth below and
Contract # 002.25 Revision: 2024.11.07 CDD
5
by one of the following methods 1) hand-delivery or 2) registered or certified mail,
postage pre-paid to the mailing addresses set forth below. Each party by notice sent
under this paragraph may change the address to which future notices should be sent.
Electronic delivery of notices shall be considered delivered upon receipt of
confirmation of delivery on the part of the sender. Nothing contained herein shall be
construed to preclude personal service of any notice in the manner prescribed for
personal service of a summons or other legal process.
To Pitkin County: Matt Bergstresser 76 Service Center Road
Aspen, CO 81611
Email: matt.bergstresser@pitkincounty.com
with copies to: Pitkin County Attorney’s Office 530 E. Main St., Suite #301 Aspen, Colorado 81611
Email: Attorney@pitkincounty.com To Contractor: Wagner Equipment Co. 2322 I-70 Frontage Road
Grand Junction, CO 81505 Phone: (970) 644-7149
Email: shaver_brian@wagnerequipment.com
Contract # 002.25 Revision: 2024.11.07 CDD
6
IN WITNESS WHEREOF, the parties have executed this Contract as of the date first set out herein above. WAGNER EQUIPMENT CO. ________________________________________________ !#VENDOR SIGNATURE#! Date
PITKIN COUNTY, COLORADO RECOMMENDED FOR APPROVAL:
_________________________________________________ !#DEPARTMENT REPRESENTATIVE#! Date
DIRECTOR APPROVAL: ________________________________________________ !#SECTION LEADER#! Date
COUNTY MANAGER APPROVAL:
________________________________________________ !#COUNTY MANAGER#! Date
Jan-06-2025
Matt Bergstresser
Fleet Manager
Jan-06-2025
Public Works Director
Brian Pettet
Jan-06-2025
Territory Sales Representative
Brian Shaver
Deputy County Manager
Rich Englehart
Jan-13-2025
SALES AGREEMENT
DATE
QUOTE#
Dec 03, 2024
281437
Aurora, Colorado, Albuquerque, New Mexico, El Paso, Texas
SOL
D
TO
PURCHASER PITKIN COUNTY FLEET MGMT
STREET ADDRESS 76 SERVICE CENTER RD
CITY/STATE ASPEN,CO COUNTY PITKIN CO
POSTAL CODE 81611-2567 PHONE NO.970 920 5393
CUSTOMER CONTACT:
EQUIPMENT MATT BERGSTRESSER PHONE NO.970 309 8322
PRODUCT SUPPORT MATT BERGSTRESSER PHONE NO.970 309 8322
SHI
P
TO
<SAME>
INDUSTRY CODE:COUNTY GOVERNMENT(841 )PRINCIPAL WORK CODE:
Ownership 69043 Invoice 69043 Sales Tax Exemption # (if applicable)Customer PO Number Ship Via
Customer #Customer #98-02624 Aurora
TE
RMS
PAYMENT TERMS:(All terms and payments are subject to Finance Company - OAC approval)
NET PAYMENT ON RECEIPT OF INVOICE NET ON DELIVERY FINANCIAL SERVICES CSC LEASE
CASH WITH ORDER $0.00 BALANCE TO FINANCE 0.00 CONTRACT INTEREST RATE 0.00 NOTES:
PAYMENT PERIOD PAYMENT AMOUNT 0.00 NUMBER OF PAYMENTS 0 OPTIONAL BUY-OUT
DESCRIPTION OF EQUIPMENT ORDERED / PURCHASED
MAKE:CATERPILLAR MODEL:335 YEAR:2025
STOCK NUMBER:TBD SERIAL NUMBER:TBD SMU:TBA
NEW USED
335 07D HEX CFG1 BOOM, REACH 20'2"CAMERA, 360 VISIBILITY, FOGS
INCLUDES:STICK, R10'6", CB2 LIGHTS, CAB, FOGS
541-5928 335-07 EXCAVATOR ARRANGEMENT LINKAGE, BKT CB2 W/EYE GRADE LIGHT, LED R-BOOM LH
134-8887 GUARD, SWIVEL CYLINDER, STICK W/O SLCV LIGHT, LED R-BOOM RH
490-7715 PEDAL, STRAIGHT TRAVEL CYLINDER, BUCKET, CB2 LINKAGE CAB, DELUXE W/ BLADE LEVER
502-1308 GUARD, TRAVEL MOTOR HD TRACK, 33" TG DRINK HOLDER
511-9428 MONITOR, 10"GUARD, TRACK GUIDE SEGMENTED INTEGRATED RADIO, W/O DAB
520-9418 FILM, OPERATING PATTERN, 2WAY JOYSTICKS, 5 BUTTON 2 SLIDER GRADE 2D ASSIST & PAYLOAD
525-7678 MACHINE ECM HYDRAULIC PKG, COMB ADV + HRF GRADE SENSOR, REACH BOOM
541-7970 CYLINDER, BOOM W/O BLCV LINES, FRONT, MEDIUM CIRCUIT GRADE SENSOR, R10'6" STICK
560-9529 LINE, A/C LINES, DRAIN, PGC TCS PROD LINK, PLE683/PLE783 RADIO
562-4541 BOOM TUBE, STD LINES, TRAVEL SPEED CHG BLADE NETWORK MANAGER, A6N1
565-0398 ALARM, TRAVEL LINES, PUMP DISCHARGE, STD MIRROR, CAB, GUARD FALLING
577-6874 LIGHT, CHASSIS LINES, MAKE UP, BLADE SB SWIVEL JOINT, BLADE
LANE 3 ORDER BATTERY, COLD START COUNTERWEIGHT, 11020LBS
TRADE-IN EQUIPMENT
MODEL:YEAR:SN.:
PAYOUT TO:AMOUNT:PAID BY:
MODEL:YEAR:SN.:
PAYOUT TO:AMOUNT:PAID BY:
MODEL:YEAR:SN.:
PAYOUT TO:AMOUNT:PAID BY:
MODEL:YEAR:SN.:
PAYOUT TO:AMOUNT:PAID BY:
ALL TRADES-INS ARE SUBJECT TO EQUIPMENT BEING IN "AS INSPECTED CONDITION" BY VENDOR AT TIME OF DELIVERY OF
REPLACEMENT MACHINE PURCHASE ABOVE.
PURCHASER HEREBY SELLS THE TRADE-IN EQUIPMENT DESCRIBED ABOVE TO THE VENDOR AND WARRANTS IT TO BE FREE
AND CLEAR OF ALL CLAIMS, LIENS, MORTGAGES AND SECURITY INTEREST EXCEPT AS SHOWN ABOVE.
SELL PRICE $827,000.00
SUBTOTAL $827,000.00
TOTAL $827,000.00
CATERPILLAR EQUIPMENT WARRANTY & COVERAGE INITIALTag:\i1\
The customer acknowledges that he has received a copy of the Wagner Equipment Co./Caterpillar Warranty and has read and understoodsaid warranty. Scheduled oil sampling (S.O.S.) is mandatory with this warranty. The customer is responsible for taking oil samples atdesignated intervals from all power train components and failure to do so may result in voiding the warranty.
Warranty applicable including expiration date where necessary:
12 Months Unlimited Hours, Parts and Labor (Travel Time included for the first 6months)
335-60 MO/5000 HR PREMIER
ALLIED WARRANTY & COVERAGE SIGNATURETag:\i3\
USED EQUIPMENT
COVERAGE
INITIALTag:\i2\
All used equipment is sold asis , with all faults. EXCEPT FOR THE FOLLOWING LIMITEDWARRANTY SET FORTH HERE, IF ANY, WAGNER MAKES NO WARRANTY OF ANYKIND, EXPRESS OR IMPLIED, IN FACT OR BY LAW, WHETHER OFMERCHANTABILITY, FITNESS FOR ANY PARTICULAR PURPOSE OR OTHERWISE.
WAGNER SHALL NOT BE LIABLE FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES.Customer acknowledges that it is required to fully examine the used equipment and herebyassumes the risks of any defects which examination ought to reveal.
Warranty applicable:
Preventative Maintenance:
NOTES:
THIS AGREEMENT IS SUBJECT TO THE TERMS AND CONDITIONS ON THE REVERSE
WAGNER EQUIPMENT CO.
ORDER RECEIVED BY Shaver, Brian
REPRESENTATIVE
PURCHASER
DATE APPROVED AND ACCEPTED ON
ds-dt1Tag:\d1\
PITKIN COUNTY FLEET MGMT
PURCHASERCustomerSign
BY Tag:\s1\
SIGNATURE
Tag:\s1-Title\
TITLE
Attachment A
TERMS AND CONDITIONS (COLORADO, NEW MEXICO OR TEXAS)
1.Pricing is subject to change based on manufacturer changes to cost and availability.2. METHODS OF ACCEPTANCE and TERMS OF AGREEMENT:This Machine Sales Order (“MSO”) is an offer for the sale of the equipment andattachments described on the face hereof (referred to herein generally as “equipment” and “goods” interchangeably) to Customer under the termsand conditions specified herein. This offer may be accepted by(1)the execution of this MSO by a representative of Customer or (2)Customer’sverbal or written authorizations or conduct consistent with prior course of dealing between the parts authorizing WAGNER to take action to fulfillthis order, or (3)the commencement of manufacture or shipment of the goods or services specified in this Order, whichever of the foregoing firstoccurs. Acceptance of this offer is limited to the express terms stated in this Order. Any proposal in Buyer’s acceptance for additional or differentterms or any attempt by Customer to vary in any degree any of the terms or any attempt by Customer to vary in any degree any of the terms of thisoffer is objected to and hereby rejected, but such proposals shall not operate as a rejection of this offer, unless such variances are in the terms ofthe description, quantity, price or delivery schedule of the goods or services, but shall be deemed a material alteration of this Order and this offershall be deemed accepted by Seller without said additional or different terms. Once accepted, this Order shall constitute the entire agreementbetween WAGNER and Customer. WAGNER is not bound by any representation or agreements, express, or implied, oral or otherwise, which arenot stated within this agreement or contained in a separate writing supplementing this agreement and signed by authorized agents of bothWAGNER and Customer.3.TIME OF DELIVERY and SHIPPING:Orders for equipment are processed in the order of their acceptance by WAGNER and WAGNER will useits reasonable efforts to deliver the equipment to You on the scheduled delivery date on the face hereof. However, shipping and delivery dates areacknowledged to be estimates only and dependent upon many factors outside of WAGNER’s control including, but not limited to, themanufacturer’s production schedule, material and labor shortages, shipping delays and various other unrelating factors. WAGNER is not liable fordelays or damages caused by delays in delivery or shipment of the equipment, unless stated on the face of this order to the contrary. You areresponsible for all freight, shipping, loading and unloading costs.4.To secure Customer’s obligations under this agreement and to secure all of Customer’s present or future debts, obligations or liabilities ofwhatever nature to WAGNER, Customer grants to WAGNER a security interest in the goods described on the reverse side hereof, together withany attachments or accessions thereto and proceeds from the sale or lease thereof. Customer agrees to deliver to WAGNER, properly executed,any certificate of title or other document or instrument required by WAGNER to protect WAGNER’s security interest as created in this paragraph.Customer also authorizes WAGNER to file financing statement(s) with respect to the security interest granted herein. Customer grants WagnerEquipment the right to assign Wagner Equipment's security interest in the goods to any other entity or person, at any time Wagner Equipment sochooses.5.Risk of loss of the goods shall pass to Customer as soon as the goods are properly loaded on the carrier. WAGNER’s responsibility for shipmentceases upon delivery of the goods to a transportation company. Customer shall carry such fire and other insurance as necessary to protect itsinterest and the interest of WAGNER. Any claim by Customer for shortage in shipment shall be made within fifteen (15) days after receipt of theshipment. It is specifically agreed that the risk of loss shall not be altered by the fact that the conduct of either party hereto may constitute a defaultor breech. The shortage in shipment notice must be in writing within fifteen (15) days and further, shortage in shipment is not deemed to constitutea nonconformity6.Any notices pertaining to rejection or claims of nonconformity must be made in writing specifying in detail Customer’s objections and suchnotices must be delivered within ten (10) days after delivery of the goods. It is agreed that in the event of rejection, Customer may in no event resellthe goods, even in the absence of instructions from WAGNER, and Customer will store the goods or reship the goods to WAGNER. ShouldCustomer sell the goods, such sale shall be deemed an unequivocal acceptance of the goods. If Customer accepts goods tendered under thisagreement, such acceptance shall be final and irrevocable; no attempted revocation shall have any effect whatsoever.7.No right or interest in this agreement shall be assigned by Customer without the written permission of WAGNER, and no delegation of anyobligation owed or of the performance of any obligation by Customer shall be made without written permission of WAGNER. Any attemptedassignment or delegation by Customer shall be wholly void and totally ineffective for all purposes unless made in conformity with this paragraph.8.WAGNER shall have all rights and remedies provided in the Uniform Commercial Code and in any other document executed in connection withthis agreement. Customer agrees to pay all costs incurred by WAGNER in enforcing this agreement or any of is provisions, including withoutlimitation reasonable attorney’s fees and costs and all costs of reclaiming the goods, whether or not legal action is commenced. In the event thegoods are reclaimed, Customer agrees that WAGNER may bid on the goods and that a commercially reasonable price for said reclaimed goods , apublic sale , may be determined by WAGNER based upon current national auction values, market trends relating to supply and demand, andrelated factor, for goods of similar type and condition.9.CANCELLATION/TERMINATION:This Order may be canceled by Customer only with WAGNER’s written consent and then only upon suchterms as will protect Seller from any loss. This Order may be cancelled by WAGNER in the event of any default by Customer or in the eventCustomer fails, upon WAGNER’s request, to provide reasonable assurances of future performance.10.PERMISSIBLE VARIATIONS:All goods shall be subject to the standard manufacturing and commercial variation and practices of theManufacturer of the goods of WAGNER, In the event of shipment of non-conforming goods, WAGNER shall be given a reasonable opportunity toreplace the goods with those which conform to the order.11.FORCE MAJEURE: a)WAGNER shall not be responsible or liable for any delay or failure to deliver any or all of the goods and/or performanceof the services of such delay or failure is caused by any act of God, fire, flood, inclement weather, explosion, war, insurrection, riot, embargo,stature, ordinance, regulation or order of any government or agent thereof, shortage of labor, material fuel, supplies or transportation, strike orother labor dispute, or any other cause, contingency, occurrence or circumstance of any nature, whether or not similar to those herein beforespecified beyond WAGNER’s control, which prevents, hinders or interferes with manufacture, assembly or delivery of the goods or performance ofthe services. Any such cause, contingency, occurrence or circumstances shall release WAGNER from performance of its obligations hereunder.12. VENUE:Venue for any and all disputes between the parties will be in state court located in Adams County, Colorado. Purchaser herebyexpressly consents to jurisdiction in Adams County, Colorado and waives any objection based on inconvenient forum and any right to remove anylegal action from the court originally acquiring jurisdiction.
WS2.702.1
INITIAL HERE Tag:\i4\____________________
ds-init1
DIGITAL AUTHORIZATION
CATERPILLAR TELEMATICS DATA AND CAT REMOTE SERVICES-SOFTWARE UPDATES PROCESS FOR SELECT PRODUCT LINK TELEMATICS
AND CAT EQUIPMENT CONTROL MODULE SOFTWARE.
Customer equipment has installed devices that transmit data to Caterpillar Inc. ("Caterpillar").
Data transmitted to Caterpillar is used in accordance with Caterpillar's Data Governance Statement ("DGS"), which describes Caterpillar's practices for collecting,
sharing and using data and information related to customer’s machines, products, Devices or other Assets and their associated worksites. The DGS can be
reviewed at https://www.caterpillar.com/en/legal-notices/data-governance-statement.html
Caterpillar’s process for performing remote diagnostics and making available remote software and firmware updates and upgrades, such as configuration, patches,
bug fixes, new or enhanced features, etc., for Assets and Devices is described in the Cat® Remote Services – Software Update Process for select Product Link™
Telematics and Cat Equipment Control Module Software document (the “RSP Document”) The RSP Document can be reviewed at
https://www.cat.com/remoteservicesprocess?_ga=2.245276421.1412167159.1561985855-475983137.1559312215.
Company acknowledges and agrees to data transmission to Caterpillar via devices installed on Company equipment or by other means as outlined and described in
the DGS, and grants to Caterpillar the right to collect, use, and share such information, including to its Distribution Networks or other affiliates,in accordance with the
Caterpillar Data Governance Statement . Company's authorization also applies to any data and information previously collected by Caterpillar.
AGREE
DECLINE
Company acknowledges and agrees to participate in Remote Services (including, remote diagnostics and remote updates and upgrades) and authorizes Caterpillar
to remotely access, program, and install updates and upgrades for Company’s Assets and Devices in accordance with the Remote Services Process Document.
AGREE
DECLINE
The rights granted in this authorization survive the termination or expiration of the Company’s subscriptions to any Digital Offerings. Except as setoutinawritten
agreement between Company and Caterpillar expressly referencing the Data Governance Statement, this authorization supercedes and replaces any other
authorizations with regard to the subject matter hereof.
PITKIN COUNTY FLEET MGMT
Company
Company (Print)
Company Representative (Print)
Signature
Dec 03, 2024
Date
FOR DEALER USE ONLY
Company UCID
Company Representative CWS ID
Main Store Dealer Code
Dealer Representative Name
Dealer Representative CWS ID
Caterpillar: Confidential Green
Certificate Of Completion
Envelope Id: BA223883D5944153B497973BC9492032 Status: Completed
Subject: Complete with Docusign: 335 PKG NEW SA 12-24.pdf
Create: 335 PKG
Source Envelope:
Document Pages: 3 Signatures: 1 Envelope Originator:
Certificate Pages: 4 Initials: 2 Brian L. Shaver
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-07:00) Mountain Time (US & Canada)
18000 Smith Rd
Aurora, CO 80011
shaver_brian@wagnerequipment.com
IP Address: 75.148.38.169
Record Tracking
Status: Original
12/3/2024 8:09:00 AM
Holder: Brian L. Shaver
shaver_brian@wagnerequipment.com
Location: DocuSign
Signer Events Signature Timestamp
Matt Bergstresser
Matt.bergstresser@pitkincounty.com
Fleet Manager
Pitkin County
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 65.38.144.66
Sent: 12/3/2024 8:10:24 AM
Viewed: 12/3/2024 8:48:35 AM
Signed: 12/3/2024 11:58:54 AM
Electronic Record and Signature Disclosure:
Accepted: 12/3/2024 8:48:35 AM
ID: 456d3db5-5cda-487a-8a67-4a44d793dd33
In Person Signer Events Signature Timestamp
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Electronic Record and Signature Disclosure
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you.
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Solicitation Number: RFP # 011723
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN
56479 (Sourcewell) and Caterpillar Inc., 100 NE Adams Street, Peoria, IL 61629 (Supplier).
Sourcewell is a State of Minnesota local government unit and service cooperative created
under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers
cooperative procurement solutions to government entities. Participation is open to eligible
federal, state/province, and municipal governmental entities, higher education, K-12 education,
nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Heavy Construction Equipment with Related
Attachments and Technology from which Supplier was awarded a contract.
Supplier desires to contract with Sourcewell to provide equipment, products, or services to
Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts
(Participating Entities).
1.TERM OF CONTRACT
A.EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
B.EXPIRATION DATE AND EXTENSION. This Contract expires April 14, 2027, unless it is
cancelled sooner pursuant to Article 22. This Contract may be extended one additional year
upon the request of Sourcewell and written agreement by Supplier.
C.SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all
payment obligations incurred prior to expiration or termination will survive, as will the
following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All
other rights will cease upon expiration or termination of this Contract.
2.EQUIPMENT, PRODUCTS, OR SERVICES
A.EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or
Services as stated in its Proposal submitted under the Solicitation Number listed above.
Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated
into this Contract.
Attachment B
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Pursuant to Section 10(b), Supplier will subcontract certain obligations under this Contract to its
dealers. Only those dealers that sign a Participation Agreement with Supplier obligating them to
comply with the terms of this Contract will be eligible to provide Equipment, Products, or
Services as a subcontractor under this Contract. In the event there is no dealer who has entered
into a Participation Agreement available to provide Equipment, Products, or Services to a
Participating Entity, Supplier will be under no obligation to provide Equipment, Products, or
Services to such Participating Entity under this Contract. Supplier will provide a copy of this
Contract to its dealers that would normally service Participating Entities and invite such dealers
to enter into a Participation Agreement as a subcontractor of Supplier under the terms of this
Contract.
All Equipment and Products provided under this Contract must be new and the current model.
Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated
in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance,
Equipment or Products must be delivered as operational to the Participating Entity’s site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated,
sales and sales volume are not guaranteed.
B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free
from liens and encumbrances, and are free from defects in design, materials, and workmanship.
In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will
perform in accordance with the ordinary use for which they are intended. Supplier’s dealers
and distributors must agree to assist the Participating Entity in reaching a resolution in any
dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends
beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout
the Contract term, Supplier must provide to Sourcewell a current means to validate or
authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment,
Products, and Services offered under this Contract, which will be incorporated into this
Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most
current information.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the
percentage list discount stated in the supplier’s proposal.
Upon request made to a participating CAT dealer, from a Participating Entity identifying
themselves as a Sourcewell member by providing their Sourcewell member number and
contract number; formal quotes will list all costs, including all delivery expenses, such as freight
and permits (when required).
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Alternatively, Participating Entities may choose to make their own transportation
arrangements. In such case, there would be no delivery charges from the local participating Cat
dealer.
Regardless of the payment method chosen by the Participating Entity, the total cost associated
with any purchase option of the Equipment, Products, or Services must always be disclosed in
the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly
packaged. Damaged Equipment and Products may be rejected. If the damage is not readily
apparent at the time of delivery, Supplier must permit the Equipment and Products to be
returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
Participating Entities reserve the right to inspect the Equipment and Products at a reasonable
time after delivery where circumstances or conditions prevent effective inspection of the
Equipment and Products at the time of delivery. In the event of the delivery of nonconforming
Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and
the Supplier will replace nonconforming Equipment and Products with conforming Equipment
and Products that are acceptable to the Participating Entity.
Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive
in a defective or inoperable condition.
Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally
delivers substandard or inferior Equipment or Products.
B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax-
exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax-
exempt entity.
C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection
of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to
Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed
from the Hot List at any time through a Sourcewell Price and Product Change Form as defined
in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and
discontinued Equipment and Products as long as those close-out and discontinued items are
clearly identified as such. Current ordering process and administrative fees apply. Hot List
Pricing must be published and made available to all Participating Entities.
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4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any
time. All requests must be made in writing by submitting a signed Sourcewell Price and Product
Change Request Form to the assigned Sourcewell Supplier Development Administrator. This
approved form is available from the assigned Sourcewell Supplier Development Administrator.
At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change;
x Individually list all Equipment, Products, or Services affected by the requested change,
along with the requested change (e.g., addition, deletion, price change); and
x Include a complete restatement of pricing documentation in Microsoft Excel with the
effective date of the modified pricing, or product addition or deletion. The new pricing
restatement must include all Equipment, Products, and Services offered, even for those
items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Request Form will become an amendment
to this Contract and will be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and
nonprofit entities across the United States and Canada; such as federal, state/province,
municipal, K-12 and higher education, tribal government, and other public entities. Supplier
may not enter into a contract with a U.S. Federal Government entity prior to obtaining
necessary internal approvals and shall not be obligated to provide Equipment, Products or
Services to any U.S. Federal Government entity under this Contract unless separately agreed in
writing. Caterpillar may work with such parties and may agree to provide equipment or services
under the Contract on a case-by-case basis.
The benefits of this Contract should be available to all Participating Entities that can legally
access the Equipment, Products, or Services under this Contract. A Participating Entity’s
authority to access this Contract is determined through its cooperative purchasing, interlocal,
or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service
Member of Sourcewell during such time of access. Supplier understands that a Participating
Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating
Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use
eligibility requirements and documentation and will encourage potential participating entities
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to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its
roster during the term of this Contract.
B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at government-
owned facilities, including schools. Supplier’s employees and agents must conduct themselves
in a professional manner while on the premises, and in accordance with Participating Entity
policies and procedures, and all applicable laws.
6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under
this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this
Contract; however, order flow and procedure will be developed jointly between Sourcewell and
Supplier. Typically, a Participating Entity will issue an order directly to Participating Dealers with
payments made to the Participating Dealers. If a Participating Entity issues a purchase order, it
may use its own forms, but the purchase order should clearly note the applicable Sourcewell
contract number. All Participating Entity orders under this Contract must be issued prior to
expiration or cancellation of this Contract; however, Supplier performance, Participating Entity
payment obligations, and any applicable warranty periods or other Supplier or Participating
Entity obligations may extend beyond the term of this Contract.
Supplier’s acceptable forms of payment are included in its attached Proposal. Participating
Entities will be solely responsible for payment and Sourcewell will have no liability for any
unpaid invoice of any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and
conditions to a purchase order, or other required transaction documentation, may be
negotiated between a Participating Entity and Supplier’s Participating Dealer, such as job or
industry-specific requirements, legal requirements (e.g., affirmative action or immigration
status requirements), or specific local policy requirements. Some Participating Entities may
require the use of a Participating Addendum, the terms of which will be negotiated directly
between the Participating Entity and Supplier’s Participating Dealer or its authorized dealers,
distributors, or resellers, as applicable. Any negotiated additional terms and conditions must
never be less favorable to the Participating Entity than what is contained in this Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires
service or specialized performance requirements not addressed in this Contract (such as e-
commerce specifications, specialized delivery requirements, or other specifications and
requirements), the Participating Entity and the Supplier may enter into a separate, standalone
agreement, apart from this Contract. Sourcewell, including its agents and employees, will not
be made a party to a claim for breach of such agreement.
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D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or
in part, immediately upon notice to Supplier in the event of any of the following events:
1. The Participating Entity fails to receive funding or appropriation from its governing body
at levels sufficient to pay for the equipment, products, or services to be purchased; or
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the
Participating Entity’s requirements.
E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a
Participating Entity’s order will be determined by the Participating Entity making the purchase.
7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to
Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is
changed. The Account Representative will be responsible for:
x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and
x Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with
Sourcewell per contract year. The business review will cover sales to Participating Entities,
pricing and contract terms, administrative fees, sales data reports, performance issues, supply
issues, customer issues, and any other necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT
A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a
contract sales activity report (Report) to the Sourcewell Supplier Development Administrator
assigned to this Contract. Reports are due no later than 45 days after the end of each calendar
quarter. A Report must be provided regardless of the number or amount of sales during that
quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were
made).
The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department);
x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
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x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number;
x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell,
the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and
Services provided to Participating Entities. The Administrative Fee must be included in, and not
added to, the pricing. Supplier may not charge Participating Entities more than the contracted
price to offset the Administrative Fee.
The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated
in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased
by Participating Entities under this Contract during each calendar quarter. Payments should
note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be
mailed to the address above “Attn: Accounts Receivable” or remitted electronically to
Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments
must be received no later than 45 calendar days after the end of each calendar quarter.
Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to
ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell
reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in
any subsequent solicitation. In the event this Contract is cancelled by either party prior to the
Contract’s expiration date, the administrative fee payment will be due no more than 30 days
from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If
Supplier’s Authorized Representative changes at any time during this Contract, Supplier must
promptly notify Sourcewell in writing.
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10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE
A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records,
documents, and accounting procedures and practices relevant to this Contract are subject to
examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the
end of this Contract. This clause extends to Participating Entities as it relates to business
conducted by that Participating Entity under this Contract.
B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under
this Contract without the prior written consent of the other party and a fully executed
assignment agreement. Such consent will not be unreasonably withheld. Any prohibited
assignment will be invalid. Provided, however, that Supplier is permitted to subcontract certain
of its rights and obligations to Supplier Participating Dealers for performance without
Sourcewell’s prior written consent.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective
until it has been duly executed by the parties.
D. WAIVER. Failure by either party to take action or assert any right under this Contract will
not be deemed a waiver of such right in the event of the continuation or repetition of the
circumstances giving rise to such right. Any such waiver must be in writing and signed by the
parties.
E. CONTRACT COMPLETE. This Contract represents the complete agreement between the
parties. No other understanding regarding this Contract, whether written or oral, may be used
to bind either party. For any conflict between the attached Proposal and the terms set out in
Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent
contractors, each free to exercise judgment and discretion with regard to the conduct of their
respective businesses. This Contract does not create a partnership, joint venture, or any other
relationship such as master-servant, or principal-agent.
11. INDEMNITY AND HOLD HARMLESS
Intentionally omitted.
12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act,
Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell
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under this Contract and as it applies to all data created, collected, received, maintained, or
disseminated by the Supplier under this Contract.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT
A. Intentionally Deleted.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released
without prior written approval from the Authorized Representatives. Publicity includes notices,
informational pamphlets, press releases, research, reports, signs, and similar public notices
prepared by or for the Supplier individually or jointly with others, or any subcontractors, with
respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be
approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development
Administrator assigned to this Contract.
D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment,
Products, or Services.
14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue
for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate
state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.
15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God
or other conditions that are beyond that party’s reasonable control. A party defaulting under
this provision must provide the other party prompt written notice of the default.
16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal,
unenforceable, or void then both parties will be relieved from all obligations arising from that
provision. If the remainder of this Contract is capable of being performed, it will not be affected
by such determination or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and
address unresolved contract issues as follows:
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1. Notification. The parties must promptly notify each other of any known dispute and
work in good faith to resolve such dispute within a reasonable period of time. If necessary,
Sourcewell and the Supplier will jointly develop a short briefing document that describes
the issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified
above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher
level of management. The Supplier will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the
Supplier must continue without delay to carry out all of its responsibilities under the
Contract that are not affected by the dispute. If the Supplier fails to continue without delay
to perform its responsibilities under the Contract, in the accomplishment of all undisputed
work, the Supplier will bear any additional costs incurred by Sourcewell and/or its
Participating Entities as a result of such failure to proceed.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract,
or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
The party claiming default must provide written notice of the default, with 30 calendar days to
cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated
or other damages. If the default remains after the opportunity for cure, the non-defaulting
party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the
Contract.
18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect
at all times during the performance of this Contract with insurance company(ies) licensed or
authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better,
with coverage and limits of insurance not less than the following:
1. Workers’ Compensation and Employer’s Liability.
Workers’ Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
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2. Commercial General Liability Insurance. Supplier will maintain insurance covering its
operations, with coverage on an occurrence basis, and must be subject to terms no less
broad than the Insurance Services Office (“ISO”) Commercial General Liability Form
CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include
liability arising from premises, operations, bodily injury and property damage,
independent contractors, products-completed operations including construction defect,
contractual liability, blanket contractual liability, and personal injury and advertising
injury. All required limits, terms and conditions of coverage must be maintained during
the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage
$1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for products liability-completed operations
$2,000,000 general aggregate
3. Commercial Automobile Liability Insurance. During the term of this Contract,
Supplier will maintain insurance covering all owned, hired, and non-owned automobiles
in limits of liability not less than indicated below. The coverage must be subject to terms
no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer),
or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Supplier will maintain
umbrella coverage over Employer’s Liability, Commercial General Liability, and
Commercial Automobile.
Minimum Limits:
$2,000,000
Failure of Supplier to maintain the required insurance will constitute a material breach entitling
Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must
furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this
Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to
Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the
Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must
be signed by a person authorized by the insurer(s) to bind coverage on their behalf.
Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide
certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in
this Contract.
011723- CAT
Rev. 3/2022 12
Caterpillar: Confidential Green
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY
INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including
their officers, agents, and employees, as an additional insured under the Supplier’s commercial
general liability insurance policy with respect to liability arising out of activities, “operations,” or
“work” performed by or on behalf of Supplier, and products and completed operations of
Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is
primary and not excess over or contributory with any other valid, applicable, and collectible
insurance or self-insurance in force for the additional insureds. A Participating Dealer may
name a Participating Entity as an additional insured on a case-by-case basis.
WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise)
all its insurers to waive subrogation rights against Sourcewell and other additional insureds for
losses paid under the insurance policies required by this Contract or other insurance applicable
to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-
insured retentions applicable to the required or any other insurance maintained by the Supplier
or its subcontractors.
D. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this
Contract can be met by either providing a primary policy or in combination with
umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this
Contract must comply fully with applicable federal laws and regulations, and with the laws in
the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier’s Participating Dealers must maintain a valid and current status on
all required federal, state/provincial, and local licenses, bonds, and permits required for the
operation of the business that the Participating Dealer conducts with Sourcewell and
Participating Entities.
20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in
writing certain information to Sourcewell related to bankruptcy actions. If at any time during
this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in
writing.
011723- CAT
Rev. 3/2022 13
Caterpillar: Confidential Green
Supplier certifies and warrants that neither it nor its principals are presently debarred,
suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs
operated by the State of Minnesota; the United States federal government or the Canadian
government, as applicable; or any Participating Entity. Supplier certifies and warrants that
neither it nor its principals have been convicted of a criminal offense related to the subject
matter of this Contract. Supplier further warrants that it will provide immediate written notice
to Sourcewell if this certification changes at any time.
21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Intentionally omitted.
22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60
days’ written notice to the other party. However, Sourcewell may cancel this Contract
immediately upon discovery of a material defect in any certification made in Supplier’s
Proposal. Cancellation of this Contract does not relieve either party of financial, product, or
service obligations incurred or accrued prior to cancellation.
Sourcewell Caterpillar Inc.
By: __________________________ By: __________________________
Jeremy Schwartz Patrick Kearns
Title: Chief Procurement Officer Title: Vice President Sales & Marketing,
Construction Industries
Date: ________________________
Date: ________________________
Approved:
By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________
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Bid Number: RFP 011723 Vendor Name: Caterpillar Inc
Bid Number: RFP 011723 Vendor Name: Caterpillar Inc
Table 148: Depth and 8readth of Offered Equipment Products and Services
Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional
comments in the text box provided, as necessary.
Line Item Categor\ or T\pe Offered Comments
71 Wheeled, tracked, and backhoe loaders Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
7 Motor Graders Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
73 Wheeled and tracked excavators Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
74 Bulldozers, compactors, scapers, articulated and
rigid haulers
Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
75 Cranes Yes
No
NIA
76 Accessories or attachments for the offering in #71- 75 above Yes
No
Manufactured by Caterpillar. Offerings listed in applicable pricing attachment
section.
77 Technology or services for the offering in #71-75
above
Yes
No
Manufactured or offered by Caterpillar.
Offerings listed in applicable pricing
attachment section.
Table 14C: Required Offering of Equipment
Indicate below if the proposer's proposal includes at least one (1) of the following listed types or classes of equipment. Provide
additional comments in the text box provided, as necessary.
Line Item Categor\ or T\pe Offered Comments
78 Wheel loader with published net horsepower (HP)
of at least 300 HP
Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
79 Wheeled or tracked excavator with a published net
horsepower (HP) of at least 150 HP
Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
80 Motor Grader with a published maximum operating
weight of at least 30,000 lbs.
Yes
No
Manufactured by Caterpillar. Offerings
listed in applicable pricing attachment
section.
81 Rough terrain, all terrain, crawler, floating, lattice, or
telescopic crane with a published maximum lifting
capacity of at least 300 tons and a published
maximum boom length of at least 150 feet
Yes
No
NIA
Exceptions to Terms, Conditions, or Specifications Form
Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been
incorporated into the contract text.
Bid Number: RFP 011723 Vendor Name: Caterpillar Inc
Documents
Ensure your submission document(s) conforms to the following:
1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.
2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to
ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed
by Sourcewell.
3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.
4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the
zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding
to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan."
Pricing - Machine Pricing.zip - Tuesday January 17, 2023 15:29:45
Financial Strength and Stability - Fin Strength and Stability.zip - Tuesday January 17, 2023 10:31:16
Marketing PlanISamples - Marketing Plan.pdf - Tuesday January 17, 2023 14:53:49
WMBEIMBEISBE or Related Certificates (optional)
Warranty Information - Warranty Combined.pdf - Monday January 16, 2023 10:36:31
Standard Transaction Document Samples (optional)
Upload Additional Document - Additional Documents.zip - Tuesday January 17, 2023 16:05:29
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Bid Number: RFP 011723 Vendor Name: Caterpillar Inc
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Bid Number: RFP 011723 Vendor Name: Caterpillar Inc
TM-20-01077
SOURCEWELL TRADEMARK LICENSE ADDENDUM
This Addendum is by and between SOURCEWELL, 202 – 12th Street NE, PO Box 219, Staples, Minnesota
56479 (“Sourcewell”) and Caterpillar Inc., having its principal place of business at 5212 N. O’Connor
Blvd., Suite 1100, Irving, TX 75039, and offices at 100 NE Adams Street, Peoria, Illinois, 61629
(“Caterpillar” or “Vendor”). Sourcewell and Caterpillar may be referred to in this Agreement as a
“Party” and collectively as the “Parties.”
The Parties maintain a contractual relationship for Vendor to provide equipment, products, or services
to Sourcewell’s cooperative purchasing contracts as follows:
Sourcewell Contract 011723 – CAT (Solicitation Number: 011723)
Sourcewell and Vendor each own all right, title, and interest in their respective names, trademarks, service
marks, related logos, and all other rights in the names, designs, likenesses and visual representations
thereof (“Licensed Trademarks”), and desire to grant each other a royalty-free license to use certain
Licensed Trademarks owned by the other Party under the terms and conditions set forth herein.
ARTICLE I: GRANT OF LICENSE
A. GRANT OF LICENSE. During the term of the Contract:
1. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use
Sourcewell’s Licensed Trademarks provided to Vendor by Sourcewell in advertising and promotional
materials for the purpose of marketing Sourcewell’s relationship with Vendor.
2. Vendor grants to Sourcewell a royalty-free, worldwide (except for those jurisdictions that are
prohibited by applicable Anti-Corruption and International Trade Laws), non-exclusive right and
license to use Vendor’s Licensed Trademarks provided to Sourcewell by Vendor in advertising and
promotional materials for the purpose of marketing Vendor’s relationship with Sourcewell.
“Anti-Corruption and International Trade Laws” means all statutes, regulations, rules, executive
orders, supervisory requirements, directives, ordinances, circulars, opinions, interpretive letters, and
official releases of or by any government, or any authority, department or agency thereof or self-
regulatory organization related to bribery, fraud, corruption, or international trade.
3. The Parties agree that each is the owner of all rights, including without limitation common law
rights and goodwill, in relation to their respective Licensed Trademarks, and that any goodwill
derived from the use of Licensed Trademarks by the other Party shall inure to the owner of the
respective Licensed Trademarks.
B. LIMITED RIGHT OF SUBLICENSE. The rights and licenses granted herein includes a limited right of
each Party to grant sublicenses to its and their respective distributors, marketing representatives, and
agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose
of marketing the Contract. Any sublicense granted will be subject to the terms and conditions of this
Addendum. Each Party will be responsible for any breach of this Article by any of their respective
sublicensees.
TM-20-01077
C. USE; QUALITY CONTROL.
1. Neither Party may alter the other Party’s Licensed Trademarks from the form provided by the
other Party and must comply with the other Party’s removal requests as to specific uses of its
Licensed Trademarks.
2. Each Party agrees to use, and to cause its Permitted Sublicensees to use, the other Party’s
Licensed Trademarks only in good faith and in a dignified manner consistent with such Party’s use of
the Licensed Trademarks. Upon written notice to the breaching Party, the breaching Party or their
Permitted Sublicensees have thirty (30) days of the date of the written notice to cure the breach or
the license will be terminated.
3. Beyond what is permitted in this Addendum, neither Party will:
a. attempt to register, or register any trademark, service mark, symbol, logo, get-up or
device which is confusingly similar to any of the other Party’s Licensed Trademarks in
any jurisdiction;
b. represent that it has any rights of any nature in the Licensed Trademarks other than
those enjoyed under the terms of this Agreement;
c. use the other Party’s trademarks, service marks or copyrights, translations thereof or
marks similar thereto, as part of its corporate name, trade name or a d/b/a name,
favicons, social media names/handles, email addresses, email extensions, or domain
names without prior written approval from the other Party; or
d. use the other Party’s trade names, trademarks, or service marks on any collateral
business materials (e.g., business cards, letterhead, invoices, pens, notepads, fax cover
sheets, etc.), unless otherwise approved in writing by the other Party.
ARTICLE II: TERM, TERMINATION, AND MISCELLANEOUS.
A. EFFECTIVE DATE. This Addendum is effective upon the date of the final signature below.
B. TERMINATION. Unless earlier terminated in accordance with this Article, this Addendum expires
immediately upon the expiration or termination of the Contract.
1. Termination for Convenience. This Addendum may be terminated by either Party at any time
upon ninety (90) days’ prior written notice to the other Party.
2. Termination for Breach. This Addendum may be terminated by either Party upon a breach of the
terms of this Addendum by the other Party, upon written notice of breach to the breaching Party,
and only if such breach is not cured within thirty (30) days of the date of the written notice.
3. Effect of Termination. Upon the termination of this Addendum for any reason, each Party will
have thirty (30) days to, and require its Permitted Sublicensees to, remove all Licensed
Trademarks from signage, websites, and the like bearing the other Party’s name or logo
TM-20-01077
(excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next
printing). Vendor must return all marketing and promotional materials, including signage,
provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.
4. Miscellaneous. The terms and conditions of this Addendum shall have no effect on the terms
and conditions of any other trademark licenses signed by the Parties.
All other terms of the Contract remain in full force and effect, unless otherwise terminated.
SOURCEWELL
By: _________________
Name:
Title:
Date:
Caterpillar Inc.
By: _________________
Name:
Title:
Date:
.
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2024 Sourcewell Caterpillar Cooperative Contract Discounts by Model
Machine Model*New
Equipment
2024 Discount to Customer (Off List Price)
Track Type Tractors Note
D1 23.00%
D1 Fire Dozer 23.00%D2 23.00%
D2 Fire Dozer 23.00%
D3 23.00%
D3 Fire Dozer 23.00%D4 23.00%
D5 23.00%
D5 Fire Dozer 23.00%
D6 23.00%
D7 19.00%
D8 19.00%D9 One Time OnlyD10One Time Only
Wheeled Excavators
M314 26.00%
M315 26.00%M316 26.00%M317 26.00%
M318 26.00%M320 26.00%
M322 26.00%
Material Handlers
MH3022 26.00%MH3024 26.00%
MH3026 26.00%MH3040 26.00%
MH3050 26.00%MH3250 26.00%MH3260 26.00%
Telehandlers
TH255 23.00%
TH408 24.00%TL642 24.00%
TL943 24.00%TL1055 24.00%
TL1255 24.00%
Motor Graders
120 34.00%120GC 34.00%
140 30.00%140GC 30.00%
150 30.00%160 30.00%
14 19.00%
Skid Steer Loaders
226 21.00%
232 21.00%236 21.00%
242 21.00%
246 21.00%262 21.00%272 21.00%
Compact Track Loaders
239 21.00%
249 21.00%255 21.00%
259 21.00%265 21.00%
279 21.00%289 21.00%
299 21.00%299XE Land Management 21.00%
Excavators
300.9 20.00%301.5 20.00%
301.7 20.00%301.8 20.00%
301.9 20.00%302 20.00%
302.7 20.00%303 20.00%
303.5 20.00%
304 20.00%
305 20.00%
306 20.00%307.5 20.00%
308 20.00%309 20.00%
310 20.00%313 15.00%
313GC 16.00%
315 19.00%315GC 20.00%
317 19.00%
317GC 20.00%320 15.00%
320GC 16.00%323 15.00%
325 15.00%326 15.00%330 15.00%330GC 16.00%
335 15.00%336 15.00%
340 16.00%350 10.00%
352 10.00%
374 10.00%395 10.00%
Non-Attached CAT OEM Work Tools are attachments sold on a standalone order without a machine purchase
Parts and Service is offered by the servicing dealer at local rates
Base machines must be properly configured with other mandatory and optional items from the price list before they are considered operational.
All new machines are subject to a commodity surcharge of up to 20% (In some cases, increased tire costs may cause this number to be greater)
All new attachments (CAT work tools) are subject to a commodity surcharge of up to 25%
Dealer costs (example: pre delivery inspection, assembly, freight to final location, etc.) are not subject to list discount
Attachments (CAT work tools) purchased with new machine on same invoice are subject to same list discount as machine
1 of 2#Caterpillar: Confidential Green
Machine Model*New
Equipment
2024 Discount to Customer
(Off List Price)
Forest Machines
538 15.00%
548 15.00%558 15.00%
568 15.00%
Backhoe Loaders
415 22.00%
416 22.00%420 22.00%
428 Side Shift 22.00%430 22.00%
432 Side Shift 22.00%434 Side Shift 22.00%
440 22.00%450 22.00%
Wheel Tractor Scrapers
621 18.00%
623 18.00%627 18.00%
631 18.00%637 18.00%
651 18.00%657 18.00%
Articulated Trucks
725 17.00%730 17.00%
735 17.00%
740GC 17.00%745 17.00%
Rigid Frame Trucks
770 3.00%773 3.00%
775 3.00%
Landfill Compactors
816 12.00%826 12.00%
836 12.00%
Wheel Dozers and Soil Compactors
814 15.00%
815 13.00%824 15.00%
825 13.00%834 One Time Only
Wheel Loaders
903 23.00%906 23.00%
907 23.00%908 23.00%
910 23.00%914 23.00%
920 24.00%926 24.00%
930 24.00%938 24.00%
950GC 20.00%950 18.00%
962 18.00%
966GC 20.00%966 15.00%
972 11.00%980 11.00%
982 11.00%988 11.00%
988GC 11.00%
Track Loaders
953 19.00%
963 22.00%973 23.00%
Non-Attached CAT OEM Worktools 15.00%
Parts & Service N/A
Technology Solutions N/A
Caterpillar Safety Services 15.00%
Job Site Solutions N/A
2 of 2#Caterpillar: Confidential Green
Certificate Of Completion
Envelope Id: 4FC8369F-34BF-4E63-A6A9-93CD0569E515 Status: Completed
Subject: Wagner Equipment Co. | Pitkin County Contract 002.25 for Review and Signature
Source Envelope:
Document Pages: 58 Signatures: 6 Envelope Originator:
Certificate Pages: 6 Initials: 0 Pitkin County Procurement
AutoNav: Enabled
EnvelopeId Stamping: Disabled
Time Zone: (UTC-07:00) Mountain Time (US & Canada)
530 East Main Street
Suite 203
Aspen, CO 81611
Procurement@PitkinCounty.com
IP Address: 65.38.144.66
Record Tracking
Status: Original
1/3/2025 10:50:49 AM
Holder: Pitkin County Procurement
Procurement@PitkinCounty.com
Location: DocuSign
Signer Events Signature Timestamp
Matt Bergstresser
matt.bergstresser@pitkincounty.com
Fleet Manager
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 65.38.144.66
Sent: 1/3/2025 10:54:47 AM
Viewed: 1/6/2025 6:01:46 AM
Signed: 1/6/2025 6:02:22 AM
Electronic Record and Signature Disclosure:
Accepted: 1/6/2025 10:33:11 AM
ID: e6fc71a2-f032-445a-a23b-a49ccc098d82
Company Name: Pitkin County, Colorado
Brian Pettet
Brian.Pettet@PitkinCounty.com
Public Works Director
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 67.190.132.222
Signed using mobile
Sent: 1/6/2025 6:02:24 AM
Viewed: 1/6/2025 10:26:46 AM
Signed: 1/6/2025 10:27:27 AM
Electronic Record and Signature Disclosure:
Accepted: 1/7/2025 2:25:50 PM
ID: 4482c983-17ab-4144-adef-35de3db84202
Company Name: Pitkin County, Colorado
Brian Shaver
Shaver_Brian@wagnerequipment.com
Territory Sales Representative
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 174.234.0.202
Signed using mobile
Sent: 1/6/2025 10:27:29 AM
Viewed: 1/6/2025 11:00:38 AM
Signed: 1/6/2025 11:00:59 AM
Electronic Record and Signature Disclosure:
Accepted: 12/14/2022 2:59:21 PM
ID: 96bb9e70-1d96-49b0-aa88-db4cea4524e7
Company Name: Pitkin County, Colorado
Rich Englehart
Rich.Englehart@pitkincounty.com
Deputy County Manager
Pitkin County
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 172.103.36.130
Sent: 1/6/2025 11:34:32 AM
Viewed: 1/13/2025 8:39:20 AM
Signed: 1/13/2025 8:39:36 AM
Signer Events Signature Timestamp
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Jon Peacock
jon.peacock@pitkincounty.com
Rich Englehart
rich.englehart@pitkincounty.com
Kara Silbernagel
kara.silbernagel@pitkincounty.com
Deputy County Manager
Pitkin County Colorado
Signing Group: County Manager Group
Security Level: Email, Account Authentication
(None)
Sent: 1/6/2025 11:34:34 AM
Viewed: 1/6/2025 11:54:44 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Pitkin County Procurement
procurement@pitkincounty.com
Procurement Specialist
Pitkin County
Security Level: Email, Account Authentication
(None)
Sent: 1/13/2025 8:39:39 AM
Resent: 1/13/2025 8:39:48 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Accounts Payable
AP@pitkincounty.com
Accounts Payable
Pitkin County
Security Level: Email, Account Authentication
(None)
Sent: 1/13/2025 8:39:40 AM
Viewed: 1/13/2025 8:48:00 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Connie Baker
connie.baker@pitkincounty.com
Budget Director
Pitkin County
Security Level: Email, Account Authentication
(None)
Sent: 1/13/2025 8:39:40 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 1/3/2025 10:54:47 AM
Envelope Updated Security Checked 1/3/2025 12:04:37 PM
Envelope Updated Security Checked 1/3/2025 12:04:37 PM
Envelope Updated Security Checked 1/3/2025 12:04:38 PM
Envelope Updated Security Checked 1/3/2025 12:04:38 PM
Envelope Updated Security Checked 1/3/2025 12:04:38 PM
Certified Delivered Security Checked 1/13/2025 8:39:20 AM
Signing Complete Security Checked 1/13/2025 8:39:36 AM
Completed Security Checked 1/13/2025 8:39:40 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
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By checking the 'I Agree' box, I confirm that:
I am establishing my intent to be bound to the transaction, and indicating that I am fully
aware of the purpose for which the signature is being provided.
I can access and read this Electronic CONSENT TO ELECTRONIC RECEIPT OF
ELECTRONIC RECORD AND SIGNATURE DISCLOSURES document; and
I can print on paper the disclosure or save or send the disclosure to a place where I can
print it, for future reference and access; and
Until or unless I notify Pitkin County as described above, I consent to receive from
exclusively through electronic means all notices, disclosures, authorizations,
acknowledgments, and other documents that are required to be provided or made
available to me by Pitkin County during the course of my relationship with you.
Signing Documents without a Pitkin County DocuSign Account:
Pitkin County may not require all document signers to be authorized users of the Pitkin County
DocuSign Account. Please read the information below carefully and thoroughly, and if you can
access this information electronically to your satisfaction and agree to these terms and
conditions, please confirm your agreement by clicking the 'I agree' button at the bottom of this
document. When you don't have a DocuSign account, you will be provided the opportunity to
agree to the Legal Disclosure each time you open an "envelope" for signing, at this time, you can
download and retain this disclosure. Pitkin County will forward completed documents that
you've reviewed, processed or signed via email. Should you require copies of these signed
documents (e.g., if they get deleted from your email account) you should request those
documents from Pitkin County under the Colorado Open Records Act by contacting the Pitkin
County custodian who sent you the document for signature.
Signing Documents with a Pitkin County DocuSign Account:
Electronic Record and Signature Disclosure created on: 3/20/2020 3:28:13 PM
Parties agreed to: Matt Bergstresser, Brian Pettet, Brian Shaver
Please read the information below carefully and thoroughly, and if you can access this
information electronically to your satisfaction and agree to these terms and conditions, please
confirm your agreement by clicking the 'I agree' button at the bottom of this document.
Getting paper or electronic copies
At any time, you may request from us a paper or electronic copy of any record provided or made
available electronically to you by us. For such copies, as long as you are an authorized user of
the DocuSign system you will have the ability to download and print any documents we send to
you through your DocuSign user account for a limited period of time (usually 30 days) after such
documents are first sent to you. After such time, if you wish for us to send you paper or
electronic copies of any such documents from our office to you, you may be charged a per-page
fee. You may request delivery of such paper or electronic copies from us by following the
procedure described below.
Withdrawing your consent
If you are an authorized DocuSign Account holder, you can decide to receive notices and
disclosures from us electronically, you may at any time change your mind and tell us that
thereafter you want to receive required notices and disclosures only in paper format. Described
below is the process for informing us of your decision to receive future notices and disclosure in
paper format and also how to withdraw your consent to receive notices and disclosures
electronically.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the
speed at which we can complete certain steps in transactions with you and delivering services to
you because we will need first to send the required notices or disclosures to you in paper format,
and then wait until we receive back from you your acknowledgment of your receipt of such
paper notices or disclosures. To indicate to us that you are changing your mind, you must
withdraw your consent using the DocuSign 'Withdraw Consent' form on the signing page of your
DocuSign account. This will indicate to us that you have withdrawn your consent to receive
required notices and disclosures electronically from us and you will no longer be able to use your
DocuSign user account to receive required notices and consents electronically from us or to sign
electronically documents from us.
All notices and disclosures will be sent to you electronically
Unless you tell us otherwise in accordance with the procedures described herein, we will provide
electronically to you through your DocuSign user account all required notices, disclosures,
authorizations, acknowledgments, and other documents that are required to be provided or made
available to you during the course of our relationship with you. To reduce the chance of you
inadvertently not receiving any notice or disclosure, we prefer to provide all of the required
notices and disclosures to you by the same method and to the same address that you have given
us. Thus, you can receive all the disclosures and notices electronically or in paper format through
the paper mail delivery system. If you do not agree with this process, please let us know as
described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures
electronically from us.
How to contact Pitkin County:
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows:
To contact us by email send messages to Helpdesk@provelocity.com
To advise Pitkin County of your new e-mail address
To let us know of a change in your e-mail address where we should send notices and disclosures
electronically to you, you must send an email message to us at Helpdesk@provelocity.com and
in the body of such request you must state: your previous e-mail address, your new e-mail
address .
In addition, you must notify DocuSign, Inc to arrange for your new email address to be reflected
in your DocuSign account by following the process for changing e-mail in DocuSign.
To request paper or electronic copies from Pitkin County
To request delivery from us of paper or electronic copies of the notices and disclosures
previously provided by us to you electronically, you should request those documents from Pitkin
County under the Colorado Open Records Act by contacting the Pitkin County custodian who
sent you the document for signature.
To withdraw your consent with Pitkin County
To inform us that you no longer want to receive future notices and disclosures in electronic
format you may:
i. decline to sign a document from within your DocuSign account, and on the subsequent
page, select the check-box indicating you wish to withdraw your consent, or you may;
ii. send us an e-mail to Helpdesk@provelocity.com and in the body of such a request, you
must state your e-mail, full name, Postal Address, telephone number, and account
number.