Pre-Bid Conference LUBRICANT AND FLUID SUPPLY IFB No.

Pre-Bid Conference LUBRICANT AND FLUID SUPPLY IFB No. 2018-SP-03 Lubricant and Fluid Supply IFB Date Issued: February 13, 2018 Dates to Remember Pre-Bid meeting Tuesday, February 27, 2018 at 3:00 PM (CST) at the Staples Street Center, 602 N. Staples Street, Corpus Christi, Texas 78401 The purpose of this meeting is to provide an overview of the requirements of the project and to answer any questions bidders may have concerning this procurement. Any questions or clarification needed after the pre-bid meeting will need to be through a RFI submission to [email protected] Request for Information/Equal (Appendix G) Tuesday, March 6, 2018, at 3:00 PM (CST) Please submit one form for each Request for Information/Approved Equals. CCRTAs Response to Request for Information Due Tuesday, March 13, 2018 Responses will be posted as an addendum to the CCRTAs website at www.ccrta.org/news-opportunities/business-with-us/. Bids Due Tuesday, March 27, 2018 until 3:00 PM (CST) Sealed Bids will be received at the offices of the Corpus Christi Regional Transportation Authority, hereinafter called the "CCRTA," at the Staples Street Center located at 602 N. Staples Street, Corpus Christi, Texas 78401, until 3:00 PM (CST), March 27, 2018 for Lubricant and Fluid Supply. If hand delivered Staples Street Center, 3rd Floor, Reception area at 602 N. Staples Street, Corpus Christi, Texas 78401 by 3:00 PM (CST), March 27, 2018. The CCRTAs receptionist will date and time stamp the bid. Bids will be valid for one hundred twenty (120) calendar days from the bid due date. It is the responsibility of the Bidder to ensure that the sealed bid is delivered prior by the deadline. Bids received after the deadline will not be accepted and will be returned to the Bidder unopened. INVITATION FOR BIDS For LUBRICANT AND FLUID SUPPLY IFB NO.: 2018-SP-03 Date Issued: February 13, 2018 Sealed bids will be received at the offices of the Corpus Christi Regional Transportation Authority, hereinafter called the "CCRTA", at 602 N. Staples, Corpus Christi, Texas 78401 until 3:00 p.m. (CST) Tuesday , March 27, 2018 for Lubricant and Fluid Supply. This is a three year base contract with two (2) one-year options. Bid prices shall be good for one hundred twenty (120) calendar days from the bid opening date. The contract is expected to begin thirty days from the date of a fully signed contract. A single or multiple awards will be made to all responsible and responsive BIDDERS on the lowest bids for each lubricant and fluid. Copies of this Invitation for Bids (IFB) and information may be obtained from the CCRTA website at www.ccrta.org/news-opportunities/business-with-us/. Further information may be obtained from Sherri Clay, Procurement Administrator, or Annie Hinojosa, Director of Procurement, at (361) 289-2712.

The CCRTA has a Disadvantaged Business Enterprise (DBE) program; however, the CCRTA has determined that ZERO PERCENT (0%) DBE participation is required for this contract. The CCRTA encourages the Prime Contractor to offer contracting opportunities to the fullest extent possible through outreach and recruitment activities to small, minority and disadvantaged businesses. For additional information, please contact Christina Perez, DBE Liaison Officer, at (361) 289-2712. APPLICABLE DOCUMENTS The following bid documents are applicable under this procurement: Invitation for Bid, Instructions to Bidders, Special Terms and Conditions, Technical Specifications, Corpus Christi Regional Transportation Authority Fleet (Exhibit A), Price Schedule (Appendix A), Certification Forms (Appendix B-G), and Bid Submission Checklist (Appendix H). REQUIRED DOCUMENTS The following documents must be signed and returned with your bid in order for it to be considered responsive: Price Schedule (Appendix A) sealed in a separately sealed envelope, Bidders must submit Specification Information/Data Sheet(s) on all brand/type of lubricants/fluids being proposed as well as Material Safety Data Sheet(s), Certification Form (Appendix B),

Certification and Statement of Qualifications (Appendix C), Disclosure of Interests Certification (Appendix D), Accessibility Policy (Appendix E), References (Appendix F), Request for Information Form (Appendix G), and Bid Submissions Checklist (Appendix H). INSTRUCTIONS TO BIDDERS 1. GENERAL. The following instructions by the CCRTA are intended to afford bidders an equal opportunity to participate in the CCRTAs contracts. 2. EXPLANATIONS. 2.1 Any explanation desired by a bidder regarding the meaning or interpretation of these Instructions or any other bid documents must be requested in writing to the CCRTA's Procurement Department with sufficient time allowed for a reply to reach bidders before the submission of their bids. 2.2 Oral explanations or instructions will not be binding. Any information given to a prospective bidder concerning an invitation will be furnished to all prospective bidders as an amendment to the invitation if such information is necessary to bidders in submitting bids on the invitation or if the lack of such information would be prejudicial to uninformed bidders. 2.3 All communications regarding this solicitation - written, faxed, or e-mailed should be made directly to the Procurement Department. Any violation could be grounds for disqualification. 3. SPECIFICATIONS. 3.2 Bidders are expected to examine the specifications, any drawings, standard provisions and all instructions. Failure to do so will be at the bidders risk. Bids which are submitted on other than authorized forms or with different terms or provisions may not be considered as responsive bids. INSTRUCTIONS TO BIDDERS 5. INFORMATION REQUIRED. 5.7 BIDDERS must submit the Price Schedule (Appendix A) which includes option years one and two. provide this information may deem your bid to be non-responsive. 6.

Failure to SUBMISSION OF BIDS. 6.1. Sealed Bids should be submitted in an envelope marked on the outside containing the bidders name and address and bid description addressed to: Corpus Christi Regional Transportation Authority Staples Street Center Attn: Procurement Department 602 N. Staples Street Corpus Christi, Texas 78401 Bids For: IFB No. 2018-SP-03 Lubricant and Fluid Supply Bid Due Date: Tuesday, March 27, 2018 by 3:00 PM CST Hand delivered bids are to be delivered to the 3 rd Floor receptionist to be date and time stamped. 6.2 Bids must be submitted in sufficient time to be received and time-stamped at the above location on or before the published bid date and time shown on the Bid Invitation. Bids received after the published time and date cannot be considered. Any bids which are mislabeled or do not indicate the bidders name or address as required above may be opened by the CCRTA solely for the purpose of identifying the bidder for return of the bid. INSTRUCTIONS TO BIDDERS 6.3 Schedule Bids shall be governed by the following schedule: March 6, 2018 Request for Information/Approved Equals Written Request for Information/Approved Equals (Appendix B) are due no later than 3:00 PM. Request for Information must be received via email to [email protected] or hand-delivered at the CCRTA's Staples Street Center located at 602 N. Staples Street, Corpus Christi, Texas 78401. March 13, 2018 CCRTA Response to Request for Information/Approved Equals Responses will be posted to the CCRTA Website: www.ccrta.org/news-opportunities/business-with-us/ . March 27, 2018 - Bids Due Bids are due no later than 3:00 PM (Central Time). All Bids must be received at the CCRTAs Staples Street Center located at 602 N. Staples Street, Corpus Christi, Texas 78401 prior to deadline. May 2, 2018 Contract Awarded (Tentative) The CCRTAs Board of Directors will meet to award a Contract to the successful Bidding firm(s). INSTRUCTIONS TO BIDDERS 7. MODIFICATION OR WITHDRAWAL OF BIDS.

Bids may be modified or withdrawn by written or telegraphic notice received by the CCRTA prior to the exact hour and date specified for receipt of bids. A bid may also be withdrawn in person by a bidder or an authorized representative prior to the bid deadline; provided the bidders identity is made known and he or she signs a receipt for the bid. 8. OPENING BIDS. All bids shall be opened by the CCRTA as soon after the bid deadline as is reasonably practicable. Any bids which were received prior to the deadline but were not opened with the other bids due to inadvertence by the CCRTA shall be opened at a time designated by the CCRTA and announced to all bidders present at the bid opening who provided their names and phone numbers on the attendance list. Trade secrets and confidential information contained in bids shall not be open for public inspection if identified in writing at the time the bid is submitted. 9. REFERENCES. The CCRTA may require that bidders supply a list of pertinent references within three working days of the CCRTAs request. 10. EVALUATION FACTORS. 10.1 CCRTA will award contracts based upon the lowest responsible bid, price and other factors considered. Contracts may be awarded on a lump sum basis or on a unit price basis, provided that in the event a contract specifies a unit price basis, the compensation paid by the CCRTA shall be based upon the actual quantities supplied. INSTRUCTIONS TO BIDDERS 11. RESERVATION 0F RIGHTS. The CCRTA expressly reserves the right to: 11.1. Reject or cancel any or all bids; 11.2. Waive any defect, irregularity or informality in any bid or bidding procedure; 11.3. Waive as an informality, minor deviations from specifications at a lower price than other bids meeting all aspects of the specifications if it is determined that total cost is lower and the overall function is improved or not impaired; 11.4. Extend the bid opening time and date; 11.5. Reissue a bid invitation;

11.6. Consider and accept an alternate bid as provided herein when most advantageous to the CCRTA; and 11.7. Procure any item or services by other means. INSTRUCTIONS TO BIDDERS 12. ACCEPTANCE. Acceptance of a bidders offer in some instances will be in the form of purchase orders issued by the CCRTA. Otherwise, acceptance of a bidders offer will be by acceptance letters issued by the CCRTA. Subsequent purchase orders and release orders may be issued as appropriate. Unless the bidder specifies otherwise in the bid, the CCRTA may award the contract for any item or group of items shown on the Bid Invitation. 13. BID PROTESTS. In the event that a bidder desires to protest any bidding procedure, the bidder should present such protest, in writing, to the CCRTA Chief Executive Officer within five (5) business days following the date the board awards the contract. The protest shall state the name and address of the protestor, refer to the project number and description of the solicitation, and contain a statement of the grounds for protest and any supporting documentation. For federally-assisted contracts, certain additional bid protest procedures apply and may be found in the Supplemental Conditions contained within the bid documents. 15. SINGLE BID. In the event a single bid is received, the CCRTA will, at its option, either conduct a price comparison of the bid and make the award or reject the bid and re-advertise. 16. SALES TAX EXEMPTION. The CCRTA qualifies for exemptions of Sales, Excise, and Use Taxes under the Texas Tax Code with political subdivisions of the State of Texas. SPECIAL TERMS AND CONDITIONS 1. DISCRIPTION This Invitation for Bids (IFB) is for the purpose of soliciting bids for the supply of Lubricants and Fluids as defined in the Technical Specifications section. This is a three year base contract with two (2) one-year options. 2.

BID INSTRUCTIONS 2.1 2.2 Bids will be on the basis of F.O.B. destination. Orders must be approved quantities with purchase orders before delivery. 2.3 3. The Price Schedule included in this IFB is to be used in submitting your bid. Firms MUST include their name on each page. Firms must also indicate the proposed manufacturer for each set of items as listed on the Price Schedule. These specifications are written to explain what to do, not how to do it. It is assumed and will be required that all workmanship will be first class and in compliance with the current approved standards for the particular phase of the work as prescribed by the manufacturer. No careless or slovenly work of any form will be accepted. QUALITY ASSURANCE 3.1 All products furnished under these specifications must be new and of good quality material; in no case shall be used, reconditioned, or will obsolete products be accepted. In all matters of detail, products must be manufactured in accordance with the best trade customs and professional standards of the work of like character and purpose, and generally recognized by trade standards. SPECIAL TERMS AND CONDITIONS 3.2 4.0 The CCRTA reserves the right to obtain from the apparent low bidder(s) information and samples on proposed products prior to contract award to verify the products are of an acceptable grade. If this information cannot be provided or the CCRTA determines that the items are not acceptable, this request may be made of the next apparent low bidding firm. COMPETENCY OF FIRMS Pre-award inspection of the Firms facility may be made prior to the award of Contract. Bids will be considered only from firms that are regularly engaged and licensed in the business of providing the goods and/or services described in this IFB for a reasonable period of time; and have a sufficient financial support, equipment, and organization to ensure that they can satisfactorily execute the services if awarded a contract under the terms and conditions herein stated.

The terms equipment and organization as used herein shall be construed to mean a fully equipped and wellestablished company in line with the best business practices in the industry as determined by the CCRTA. In making the award, the CCRTA may consider any evidence available to it of the financial, technical, and other qualifications and abilities of the Firm, including past performance (experience) with the CCRTA and other similar customers. CCRTA must also be satisfied that Firm has adequate storage capacity on the premises for the material required to perform this contract. A record of non- or poor performance may disqualify a Firm from award. 5.0 SILENCE OF SPECIFICATIONS The apparent silence of these specifications as to any detail, or the apparent omission from it of a detailed description concerning any point, shall be regarded as meaning that only the best commercial practice is to prevail and that only material and workmanship of the finest quality are to be used. All interpretations of these specifications shall be made on the basis of this statement. SPECIAL TERMS AND CONDITIONS 6.0 LIABILITY INSURANCE COVERAGE. Bidder shall maintain at all times during the term of this contract at its sole cost and expense each of the following insurance coverages listed below having policy limits not less than the dollar amounts set forth: Combined general liability insurance with minimum policy limits of $1,000,000. (In the event motor vehicles will be used by Bidder to perform the services specified) Automobile liability insurance with a combined single limit of $1,000,000. Contractual liability insurance covering Bidders indemnification obligations contained in this contract. Each of such insurance policies shall be issued by insurance companies licensed to do business in the State of Texas and rated A- or better by the A. M. Best insurance rating guide. Each such policy shall name the CCRTA as an additional insured, and a certificate of insurance evidencing such coverages shall be furnished to the CCRTA prior to the commencement of work and maintained throughout the term of the Contract. Such insurance policies shall not be cancelled, materially changed, or not renewed, without thirty (30) days prior written notice to the CCRTA, and the certificate of such insurance coverage shall reflect the foregoing cancellation provision. Copies of the insurance policies shall be promptly furnished to the CCRTA upon its written request. SPECIAL TERMS AND CONDITIONS 7.0 WORKERS COMPENSATION. Bidder shall maintain at all times during the term of this contract at its sole cost and expense workers compensation as required by statute and employers liability insurance with policy limits of $300,000 containing a waiver of subrogation endorsement waiving any right of recovery under subrogation or otherwise against the CCRTA.

8.0 INDEMNIFICATION Bidder shall indemnify and hold harmless the CCRTA, its officers, employees, agents, attorneys, representatives, successors and assigns from any and all claims, demands, costs, expenses (including attorneys fees and expert witness fees), liabilities and losses of whatsoever kind or character arising out of or in connection with any act or omission of Bidder or its officers, employees or agents, during the term of this Contract. Bidder shall assume on behalf of the CCRTA and the indemnified parties described above, and conduct with due diligence and in good faith, the defense of any and all such claims, whether or not the CCRTA is joined therein, even if such claims be groundless, false or fraudulent. SPECIAL TERMS AND CONDITIONS 9. LITIGATION RESPONSIBILITIES 9.1 The Bidder shall indemnify and hold harmless the CCRTA from and against all claims of liability to third parties (including employees of the CCRTA, contractors, subcontractors, and their employees, associates, and other persons assisting the Bidder on paid or voluntary basis) for injury to or death of persons, or loss of or damage to property arising out of or in conjunction with any negligent act, error, or omission of the Bidder during the performance of the work under this contract, and the use of the premises incident thereto. 10. INVOICES AND PAYMENTS Bidder will submit separate invoices, in duplicate, on each purchase order or purchase release after each delivery. Invoices shall indicate the purchase order or purchase release number, contract number and the supply agreement number. Invoices will be itemized and transportation charges, if any, will be listed separately. A copy of the bill of lading and the freight waybill when applicable will be attached to the invoice and mailed to the CCRTA at the address specified on the purchase order or acceptance letter. Payment will not be due until thirty (30) days after the date the above instruments are submitted or delivery, whichever is later. The CCRTA reserves the right to review all of Bidders invoices after payment and recover any overcharge resulting from such review. STANDARD SUPPLY AGREEMENT TERMS AND CONDITIONS LIABILITY INSURANCE COVERAGE. Contractor shall maintain at all times during the term of this Contract at its sole cost and expense each of the following insurance coverages listed below having policy limits not less than the dollar amounts set forth: Commercial general liability insurance with minimum policy limits of $1,000,000.

(In the event motor vehicles will be used by Contractor to perform the services specified) Automobile liability insurance with a combined single limit of $1,000,000.) Contractual liability insurance covering Contractors indemnification obligations contained in this Contract. Contractor shall provide a certificate of coverage to the CCRTA prior to being awarded the contract. CERTIFICATION FORMS The following documents must be signed and returned with your bid in order for it to be considered responsive: Response to IFB one (1) original Price Schedule (Appendix A) in a separately sealed envelope), Certification Form (Appendix B), Certification and Statement of Qualifications (Appendix C), Disclosure of Interests Certification (Appendix D), Accessibility Policy (Appendix E), References (Appendix F), Request for Information Form (Appendix G), and Bid Submission Checklist (Appendix H). A Price Schedule must be submitted in a separate, sealed envelope. Failure to provide this information may deem your bid to be non-responsive. Certification Forms Do NOT Alter Any Forms. Doing so will deem your bid as non-responsive. Please fill out and sign the following forms and return with your signed bid. Reminders: Acknowledge any addendums issued on the bottom of (Appendix C) Certification and Statement of Qualifications form. Include your firms DUNS number on the bottom of (Appendix C) Certification and Statement of Qualifications form. Be sure that your firm is registered with the System of Award Management SAM and visit SAM.gov to ensure that your firms status is active with no exclusions before submitting your bid.

APPENDIX A PRICE SCHEDULE (1) (2) (3) (4) (5) APPENDIX A PRICE SCHEDULE SEAL THIS SCHEDULE IN A SEPARATE ENVELOPE IFB No.: 2018-SP-03 FIRM: _____________________ INSTRUCTIONS: Refer to "Instructions to Bidders." Quote your best price, FOB destination. This is three year base contract with two (2) one-year options. BIDDERS must quote on the option years. BIDDERS must complete all information requested -- no items may remain blank (use N/A or other as necessary). Submit one original PRICE SCHEDULE. On the outside of your sealed bid address your envelope with the information as noted in Instructions to Bidders Section 6. Bidders must submit Specification Information/Data Sheet(s) on all brand/type of lubricants/fluids being proposed as well as Material Safety Data Sheet(s). THREE YEAR BASE Item No. 1 2 Item Description Motor Oil, All Seasons, above 14F: 15W-40, Must meet API Category CK-4. Use Cummins-specified lubricants only. Using non-approved lubricants will void the Cummins warranty. Damage

to the engine can result. Oil must meet or exceed CES 20086. Refer to the label on the oil. Note that not all CK-4 oils meet the CES 20086 standard. Motor Oil CNG, All Seasons, above -10 F (-23 C): 15W-40 natural gas engine oil Use Cummins-specified lubricants only. Oil must meet or exceed CES 20085. Otherwise, engine damage could result. Estimated Three Year Base Usage/ Gallons (a) Unit Cost (b) Three Year Base Cost (c) (a*b=c) 6,000 $_______ Per Gallon $_______ 12,600 $_______ Per Gallon $_______ Manufacturer & Product

APPENDIX A PRICE SCHEDULE THREE YEAR BASE CONTD 3 4 5 6 Antifreeze must meet ASTM4985 criteria. Coolant must meet ASTM D6210/D-6211 specifications and Cummins Engineering Standard 14603 requirements. Do not mix types: Ethylene Glycol, 50% concentration, Propylene Glycol, 50% concentration. 15 gal / 57 L (dry fill, including hoses, heater coils, transmission cooler, etc.) TRANSMISSION FLUID (ALLISON B400R TRANSMISSION) Transmission fluid meeting the Allison TES 295 or TES 389 specification is required. Requires 30.8 qt. / 29.1 L initial dry fill (hoses, transmission cooler, etc.) 16.8 qt. / 15.9 L refill. FRONT WHEEL BEARING GREASE High Pressure Lithium grease NLGI Grade 2 Failex EP Continuous Load (ASTM D3233) Failure load in lbs. 4325 DIFFERENTIAL/REAR AXLE FLUID 85W140 API GL-5, SAE J2360 Meritor Spec. 076-A. (22 qt. / 20.8 L) 9,000 $_______ $_______ $_______

$_______ $_______ $_______ $_______ $_______ Per Gallon 3,570 Per Gallon 1,152 Per Gallon 2,700 Per Gallon TOTAL $_____________ APPENDIX A PRICE SCHEDULE OPTION YEAR ONE Item No. 1 2 3 Item Description

Motor Oil, All Seasons, above 14F: 15W-40, Must meet API Category CK-4. Use Cummins-specified lubricants only. Using non-approved lubricants will void the Cummins warranty. Damage to the engine can result. Oil must meet or exceed CES 20086. Refer to the label on the oil. Note that not all CK-4 oils meet the CES 20086 standard. Motor Oil CNG, All Seasons, above -10 F (-23 C): 15W-40 natural gas engine oil Use Cummins-specified lubricants only. Oil must meet or exceed CES 20085. Otherwise, engine damage could result. Antifreeze must meet ASTM4985 criteria. Coolant must meet ASTM D-6210/D-6211 specifications and Cummins Engineering Standard 14603 requirements. Do not mix types: Ethylene Glycol, 50% concentration, Propylene Glycol, 50% concentration. 15 gal / 57 L (dry fill, including hoses, heater coils, transmission cooler, etc.) Estimated Option Year #1 Usage/ Gallons (a) Unit Cost (b) 2,000 $_______ Per Gallon 4,200 $_______ Per Gallon

3,000 $_______ Per Gallon Option Year #1 Cost (c) (a*b=c) $_______ $_______ $_______ Manufacturer & Product APPENDIX A PRICE SCHEDULE OPTION YEAR ONE CONTD 4 5 6 TRANSMISSION FLUID (ALLISON B400R TRANSMISSION) Transmission fluid meeting the Allison TES 295 or TES 389 specification is required. Requires 30.8 qt. / 29.1 L initial dry fill (hoses, transmission cooler, etc.) 16.8 qt. / 15.9 L refill. 1,190 $_______ $_______ $_______

$_______ $_______ $_______ Per Gallon FRONT WHEEL BEARING GREASE High Pressure Lithium grease NLGI Grade 2 Failex EP Continuous Load (ASTM D-3233) Failure load in lbs. 4325 384 DIFFERENTIAL/REAR AXLE FLUID 85W140 API GL-5, SAE J2360 Meritor Spec. 076-A. (22 qt. / 20.8 L) 900 Per Gallon Per Gallon TOTAL $_____________ APPENDIX A PRICE SCHEDULE OPTION YEAR TWO Item No. 1 2 3 Item Description

Motor Oil, All Seasons, above 14F: 15W-40, Must meet API Category CK-4. Use Cummins-specified lubricants only. Using non-approved lubricants will void the Cummins warranty. Damage to the engine can result. Oil must meet or exceed CES 20086. Refer to the label on the oil. Note that not all CK-4 oils meet the CES 20086 standard. Motor Oil CNG, All Seasons, above -10 F (-23 C): 15W-40 natural gas engine oil Use Cummins-specified lubricants only. Oil must meet or exceed CES 20085. Otherwise, engine damage could result. Antifreeze must meet ASTM4985 criteria. Coolant must meet ASTM D6210/D-6211 specifications and Cummins Engineering Standard 14603 requirements. Do not mix types: Ethylene Glycol, 50% concentration, Propylene Glycol, 50% concentration. 15 gal / 57 L (dry fill, including hoses, heater coils, transmission cooler, etc.) Estimated Option Year #2 Usage/ Gallons (a) Unit Cost (b) Option Year #2 Cost (c) (a*b=c) 2,000 $_______ Per Gallon

$_______ 4,200 $_______ Per Gallon $_______ 3,000 $_______ Per Gallon $_______ Manufacturer & Product APPENDIX A PRICE SCHEDULE OPTION YEAR TWO CONTD 4 5 6 TRANSMISSION FLUID (ALLISON B400R TRANSMISSION) Transmission fluid meeting the Allison TES 295 or TES 389 specification is required. Requires 30.8 qt. / 29.1 L initial dry fill (hoses, transmission cooler, etc.) 16.8 qt. / 15.9 L refill. FRONT WHEEL BEARING GREASE High Pressure Lithium grease NLGI Grade 2 - Failex EP Continuous Load (ASTM D-3233) Failure load in lbs. 4325

DIFFERENTIAL/REAR AXLE FLUID 85W140 API GL-5, SAE J2360 Meritor Spec. 076-A. (22 qt. / 20.8 L) 1,190 $_______ Per Gallon $_______ 384 $_______ Per Gallon $_______ 900 $_______ Per Gallon $_______ TOTAL $_____________ APPENDIX A PRICE SCHEDULE PRICE SCHEDULE SUMMARY Three Year Base Total $ Option Year One Total $ Option Year Two Total

$ Signature Printed Name Title Date APPENDIX B CERTIFICAITON FORM APPENDIX B CERTIFICATION FORM In submitting this proposal, the undersigned certifies on behalf of its firm and any proposed subcontractors as follows: (1) Proposal Validity Certification: If this offer is accepted within one hundred twenty (120) calendar days from the due date, to furnish any or all services upon which prices are offered at the designated point within the time specified; (2) Non-Collusion Certification: Has made this proposal independently, without consultation, communication, or agreement for the purpose of restricting competition as to any matter relating to this Request for Proposals with any other FIRM or with any other competitor, (3) Affirmative Action/DBE Certification: Is in compliance with the Common Grant Rules affirmative action and Department of Transportations Disadvantaged Business Enterprise requirements. (4) Non-Conflict Certification: Represents and warrants that no employee, official, or member of the Corpus Christi Regional Transportation Authority's Board of Directors is or will be pecuniarily benefited directly or indirectly in this Contract, (5) Non-Inducement Certification: The undersigned hereby certifies that neither it nor any of its employees,

representatives, or agents have offered or given gratuities (in the form of entertainment, gifts, or otherwise) to any director, officer, or employee of the Corpus Christi Regional Transportation Authority with the view toward securing favorable treatment in the awarding, amending, or the making of any determination with respect to the performance of this Contract. (6) Non-Debarment Certification: Certifies that it is not included on the U. S. Comptroller General s Consolidated List of Persons or Firms currently debarred for violations of various contracts incorporating labor standards provisions, and from Federal programsunder DOT regulations 2CFR Parts 180 and 1200, or under the FAR at 48 CFR Chapter 1, Part 9.4 (7) Integrity and Ethics: Has a satisfactory record of integrity and business ethics, in compliance with 49 U.S.C. Section 5325(j)(2)(A) (8) Public Policy: Is in compliance with the public policies of the Federal Government, as required by 49 U.S.C. Section 5325(j)(2)(B) (9) Administrative and Technical Capacity: Has the necessary organization, experience, accounting, and operational controls, and technical skil ls, or the ability to obtain them, in compliance with 49 U.S.C. Section 5325(j)(2)(D) (10) Licensing and Taxes: Is in compliance with applicable licensing and tax laws and regulations (11) Financial Resources: Has, or can obtain, sufficient financial resources to perform the contract, as required by 49 U. S. C. Section 5325 (j)(2)(D) (12) Production Capability: Has, or can obtain, the necessary production, construction, and technical equipment

and facilities. (13) Timeliness: Is able to comply with the required delivery or performance schedule, taking into consideration all existing commercial and governmental business commitments. (14) Performance Record: Is able to provide a satisfactory current and past performance record. Signature Printed Name Title Date APPENDIX C CERTIFICATION AND STATEMENT OF QUALIFICATIONS APPENDIX C CERTIFICATION AND STATEMENT OF QUALIFICATIONS The undersigned BIDDER hereby further certifies that she/he has read all of the documents and agrees to abide by the terms, certifications, and conditions thereof. Signature: ___________________________________________________________ Printed Name: ________________________________________________________________ Title: ____________________________ Date: _____________________ Firm Name: ___________________________________________________________ Business Address: Telephone:

___________________________________________________________ Street, City, State and Zip Office: ______________________ Fax: _________________________ Email Address: ______________________________________________ Firm Owner: ____________________________ Firm CEO: ____________________ Taxpayer Identification Number: ____________________________________________ Number of years in contracting business under present name: ___________________ Type of work performed by your company: ___________________________________ Have you ever failed to complete any work awarded to you? _____________________ Have you ever defaulted on a Contract? _____________________________________ Taxpayer ID#: ________________________ Date Organized: ___________________ Date Incorporated: _____________________ Is your firm considered a disadvantaged business enterprise (DBE)? ______________ If you answered yes to the DBE question, explain type. ____________________ ADDENDA ACKNOWLEDGMENT Receipt of the following addenda is acknowledged (list addenda number): DUNS # _____________________________ (Required) A DUNS number may be obtained from D & B by telephone (currently at 866-705-5711) or the internet (currently at http://fedgov.dnb.com/webform). APPENDIX C Completed Example CERTIFICATION AND STATEMENT OF QUALIFICATIONS APPENDIX C CERTIFICATION AND STATEMENT OF QUALIFICATIONS The undersigned BIDDER hereby further certifies that she/he has read all of the documents and agrees to abide by the terms, certifications, and conditions thereof. Signature: ______JohnDoe ___________________________________________________ Printed Name: ______John Doe__________________________________________________ Title: __Owner__________________________

Firm Name: ___Lubricant and Fluid Inc.__________________________________________ Business Address: Telephone: Date: _March 24, 2018_________ _1900 Flood Lane, Corpus Christi, TX 78401___________________________ Street, City, State and Zip Office: _361-289-9000_______________ Fax: __361-289-9001____________ Email Address: [email protected]___________________________________________ Firm Owner: ____John Doe___________________ Firm CEO: __Jane Doe_______________ Taxpayer Identification Number: ______48-1576589__________________________________ Number of years in contracting business under present name: ___10 years________________ Type of work performed by your company: ____supply of lubricants and fluids______________ Have you ever failed to complete any work awarded to you? ___NO__________________ Have you ever defaulted on a Contract? ________NO_____________________________ Taxpayer ID#: ___48-1576589_________________ Date Organized: January 1, 2008____ Date Incorporated: _January 1, 2008____________ Is your firm considered a disadvantaged business enterprise (DBE)? ___NO___________ If you answered yes to the DBE question, explain type. ____________________ ADDENDA ACKNOWLEDGMENT Receipt of the following addenda is acknowledged (list addenda number): Addendum No. 1, 2, and 3 DUNS # __60-211-323-0______________________ (Required) A DUNS number may be obtained from D & B by telephone (currently at 866-705-5711) or the internet (currently at http://fedgov.dnb.com/webform). APPENDIX D DISCLOSURE OF INTERESTS CERTIFICATION APPENDIX D DISCLOSURE OF INTERESTS CERTIFICATION __________________________ 4.

FIRM NAME: __________________________________________________________ STREET: ___________________________CITY:_________________ZIP:_______ FIRM is: 1. Corporation ______ 2. Partnership_____ 3. Sole Owner ______ 4. Association ______ 5. Other ____________________ DISCLOSURE QUESTIONS If additional space is necessary, please use the reverse side of this page or attach separate sheets. 1. JOB TITLE AND DEPARTMENT (IF KNOWN) __________________________ _________________________________________ __________________________ _________________________________________ 2. State the names of each employee or officer of a consultant for the Regional Transportation Authority who worked on any matter related to the subject of this contract and has an ownership interest constituting 3% or more of the ownership in the above named firm NAME CONSULTANT ___________________________ ___________________________________ ___________________________ ___________________________________

State the names of each employee of the Regional Transportation Authority having an ownership interest constituting 3% or more of the ownership in the above named firm. NAME State the names of each official of the Regional Transportation Authority having an ownership interest constituting 3% or more of the ownership in the above named firm. NAME TITLE __________________________ ________________________________________ _________________________________ CERTIFICATE I certify that all information provided is true and correct as of the date of this statement, that I have not knowingly withheld disclosure of any information requested; and that supplemental statements will be promptly submitted to the Regional Transportation Authority, Texas as changes occur. Certifying Person: _________________________________ Title: _________________________________ (Type or Print) __________________________ ______________________________________ 3. State the names of each board member of the Regional Transportation Authority having an ownership interest constituting 3% or more of the ownership in the above named firm. NAME BOARD, COMMISSION OR COMMITTEE _________________________

_________________________________ Signature of Certifying Person: _______________________ Date: _______________________ APPENDIX E CCRTA ACCESSIBILITY POLICY APPENDIX E members to serve and meet monthly to ensure compliance with the policy. This team will help develop guiding principles in conjunction with the CCRTA Regional Committee on Accessible Transportation (RCAT). Meeting of the Universal Access Team will be coordinated through the designated CCRTA ADA Coordinator and report current activities and initiatives to the Chief Executive Officer (CEO). Support of all CCRTA staff will include initial and ongoing training and professional development regarding integration and elimination of barriers for people with disabilities, people who are aging and other people with access and functional needs. CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY BOARD APPROVED Additional tools available to all CCRTA staff will include the use of an Impact Statement (approved by the CEO) to ensure an effective outcome. The Impact Statement will provide for the review of programs, projects, and developing or ongoing CCRTA services that answer, at a minimum, the following questions: ACCESSIBILITY POLICY POLICY STATEMENT To provide full participation and equality of opportunity for people with disabilities, people who are aging and other people with access and functional needs, the Corpus Christi Regional Transportation Authority (CCRTA) Board of Directors calls for all CCRTA departments, within their regular duties and responsibilities, to establish a commitment to access. APPLICABILITY This policy statement is broad, cross-cutting and designed for application to all actions of the CCRTA, including but not limited to the following:

Policy Development Customer Service Service Provision and Operation (Directly Provided or Contracted) Employment Physical Environment Communications/Media/Website Public Involvement External Meetings and Agency Sponsored Events Fleet Characteristics Maintenance Safety/Security/Emergency Operations Procurements Staff Development and Training Construction and Engineering Route and Service Planning IMPLEMENTATION Effective implementation of the Accessibility Policy statement begins with the establishment of a Universal Access Team. Each CCRTA department will designate sufficient and appropriate team Are any barriers being created for people with disabilities, people who are aging and other people with access and functional needs? Is CCRTA enhancing access and integration for people with disabilities, people who are aging and other people with access and functional needs? Does the program, project, or service result in the most integrated setting appropriate for people with disabilities, people who are aging and other people with access and functional needs? Has CCRTA taken steps to reduce or eliminate any negative impacts? POLICY REVIEW Review of this policy will be done no less than annually or more frequently as needed. To complement

the review, CCRTA staff through the Universal Access Team will establish procedures and conduct the following: Establish Review Baseline Conduct Internal Review of Regulatory Compliance to include an ongoing ADA Performance Monitoring Program for all modes of transportation Self-Evaluation Review and Update ADA Transition Plan Review and Update Establish Best Practices and Lessons Learned Components Adopted July 6, 2011 Signed by: __________________________________ Position: ______________________________ Date: ________________________________ Company: ________________________ APPENDIX F REFERENCES REFERENCES: The Bidder must supply a list of four (4) similar projects which your company has completed within the last five (5) years. 1. Company: _____________________________________________ Owner: ________________________ Contact: _______________ Address: _______________________________________________ Telephone No.: __________________________________________ Email Address: __________________________________________ Project: ________________________________________________ Date Completed: ___________________ Cost: ________________ 2. Company: _______________________________________________

Owner: ________________________ Contact: ________________ Address: ________________________________________________ Telephone No.: ___________________________________________ Email Address: __________________________________________ Project: ________________________________________________ Date Completed: ___________________ Cost: _________________ 3. Company: ________________________________________________ Owner: ________________________ Contact: _______________ Address: ________________________________________________ Telephone No.: ___________________________________________ Email Address: __________________________________________ Project: ________________________________________________ Date Completed: ___________________ Cost: _________________ 4. Company: ________________________________________________ Owner: ________________________ Contact: _______________ Address: ________________________________________________ Telephone No.: ___________________________________________ Email Address: __________________________________________ Project: ________________________________________________ Date Completed: ___________________ Cost: _________________ CONTRACTS ON HAND: The Bidder must provide a list of contracts that the firm is currently in process: APPENDIX G REQUEST FOR INFORMATION/EXCEPTIONS/APPROVED EQUALS REQUEST APPENDIX G REQUEST FOR INFORMATION/EXCEPTIONS/APPROVED EQUALS REQUEST (Please submit this form for each Request for Information/exception/approved equal) Page: ___ VENDOR: PROJECT: IFB No. 2018-SP-03 PAGE: ____ PARAGRAPH: ___ _______________________

SUBJECT: Request: _____________________________________ Signature ****************************************************************************** ********************** FOR CCRTA USE Approved: __________ Disapproved: __________ Clarification: ________ Response: __________________________________________ Chief Executive Officer/Designee APPENDIX G - Completed Example REQUEST FOR INFORMATION/EXCEPTIONS/APPROVED EQUALS REQUEST APPENDIX G REQUEST FOR INFORMATION/EXCEPTIONS/APPROVED EQUALS REQUEST (Please submit this form for each Request for Information/exception/approved equal) Page: _1 of 1__ VENDOR: Lubricant and Fluid Inc. PROJECT: IFB No. 2018-SP-03 PAGE: 5 of 38 PARAGRAPH: _10__ SUBJECT: Contract Award Date Request: Will the contract be awarded on May 2, 2018? _____________John Doe___________________ Signature ****************************************************************************** **********************

FOR CCRTA USE Approved: __________ Disapproved: __________ Clarification: ________ Response: __________________________________________ Chief Executive Officer/Designee APPENDIX H BID SUBMISSION CHECKLIST APPENDIX H BID SUBMISSION CHECKLIST In order for your bid to be deemed as responsive to the requirements of the IFB, please use the checklist below to be sure that your bid package includes all required documents. Bid Documents Required Check 12. Have you ever failed to complete any work awarded to you? The following Bid documents must be submitted: 1. Price Schedule (Appendix A), 2. Bidders Specification Information/Data Sheet(s) on All Brand/Type Lubricants and Fluids Being Proposed as well Material Safety Data Sheet(s), 3. Certification Form (Appendix B), 4. Certification and Statement of Qualifications (Appendix C), 5. Disclosure of Interests Certification (Appendix D) 6. Accessibility Policy (Appendix E) 7. References (Appendix F) 8. Request for Information Form (Appendix G), and 9. Bid Submission Checklist (Appendix H). 1. Price Schedule (Appendix A) Submit the following: - One signed paper hardcopy sealed in a separate envelope. - Price Schedule (Appendix A) Bidder must: 1. List the Firm Name 13. Have you ever defaulted on a Contract? 14. Taxpayer ID# and Date Organized

15. Date Incorporated 16. Is your firm considered a disadvantaged business enterprise (DBE)? 17. If you answered yes to the DBE question, explain type. 18. Addenda Acknowledgement Write in each addendum issued (i.e. Addendum No. 1, 2, and 3). 19. DUNS# - Insert your firms active DUNS#. You may check the status of your firms DUNS number at SAM.gov. 1. Disclosure of Interest Certification (Appendix D) - Disclosure of Interest Certification (Appendix D) the Proposer must: 2. Complete the Price Schedule Base Bid and Option Years One and Two and provide Totals in the Price Schedule Summary 1. Firm Name 3. Sign, Print, Date and Provide Title on Price Schedule (Appendix A) 2. Street, City, Zip 3. Identify your Firm by circling one of 1-4 or provide other in 5. 2. Bidders Specification Information/Data Sheet(s) on All Brand/Type Lubricants and Fluids Being Proposed as well as Material Safety Data Sheet(s) Include with Certification Forms 4. If there is a conflict of interest in the Disclosure Questions, then provide the name of the individual, job title and department or board, commission or committee. 3. Certification Form (Appendix B) Sign, Print, Date and list Title 4. Certification and Statement of Qualifications (Appendix C) - Certification and Statement of Qualifications (Appendix C) Bidder must: 1. Sign 2. Print Name 3. Title and Date 4. Firm Name 5. If there is no conflict then move to the Certificate section and Print, list Title, Sign and Date. 6. Accessibility Policy (Appendix E) Sign, List Company, Position, and Date

7. References (Appendix F) - References (Appendix F) the Proposer must: 6. Office and fax telephone numbers 1. List 4 similar projects which he/she has completed within the last five years. 7. Email address 2. Provide a list of contracts that the firm currently has in process. 5. Business address: Street, City, State and Zip 8. Firm owner and Firm CEO 9. Taxpayer Identification Number 8. Request for Information Form (Appendix G) Include any RFIs in which your firm submitted. 10. Number of years in contracting business under present name 11. Type of work performed by your company 9. Bid Submission Checklist (Appendix H) Check off each row to ensure each required document is enclosed in your bid submission. TECHNICAL SPECIFICATIONS 1. DESCRIPTION The Corpus Christi Regional Transportation Authority CCRTA is seeking bids from qualified firms interested in the supply of Lubricants and Fluids. TYPES OF LUBRICANTS/FLUIDS REQUIRED: TRANSMISSION FLUID ENGINE OIL (HYDRAULIC FLUID) ENGINE COOLANT

FORNT WHEEL BEARING GREATSE DIFFERENTIAL/REAR AXLE FLUID BIDDERS, must submit Specification Information/Data Sheet(s) on all brand/type of lubricants/fluids being proposed as well as Material Safety Data Sheet(s) for this contract along with your bid in order to be deemed responsive to the requirements of this IFB. 1.1 TRANSMISSION FLUID 1.1.1 The CCRTA currently operates 70 Gillig buses. Preventative Maintenance Inspections PMI MIs are performed every 48,000 miles and require approximately 4.25 gallons (17 quarts) of transmission fluid per bus. The annual use of transmission fluid is approximately 900 gallons. The CCRTAs storage tanks will only allow a maximum of 275 gallons per order. 1.1.2The CCRTA requires the use of transmission fluid in our buses which are capable of meeting the rigors of intra-city travel, which must perform up to a minimum of 85,000 miles per year under severe duty, 16-20 hours per day with high humidity. 1.1.3The CCRTA tests all fluids used in our buses. Specifications are based on years of utilization and performance measures to establish acceptable standards of quality, performance features, and design required, and are in no way intended to prohibit the bidding of other manufacturers' items of equal material. However, all furnished lubricants must meet OEM specifications for Allison Model B400R transmissions as to not void manufacturers warranty. Submit the Specification Information/Data Sheet for each brand/type being proposed as well as Material Safety Data Sheet(s). TECHNICAL SPECIFICATIONS 1.1.4 Bidder will be responsible for all testing of fluids, plus troubleshooting and repairs of any damages as a result of fluid breakdown which caused or contributed to any type of failure on the transmission. Fluids must meet or exceed all ASTM Automatic Transmission Fluid standards. 1.1.5 SPECIFICATIONS FOR TRANSMISSION FLUID Name Method Units Density @ 15C Relative ASTM D4052 g/ml 0.848 Colour Visual - Red Viscosity Kinematic 40C ASTM D445 mm/s 38 Viscosity Kinematic 100C ASTM D445 mm/s 7.4 Viscosity Index ASTM D2270 None 167 Flash Point COC ASTM D92 C 235 Viscosity Brookfield @ -40C ASTM D2983 mPa.s (cP) 8500 Pour Point ASTM D97 C -63 1.2 ENGINE OIL 1.2.1 All Seasons, above 14F: 15W-40, API Category CK-4 Use Cummins-specified lubricants only. Using non-approved lubricants will void the Cummins warranty. Damage to the engine can result. Oil must meet or exceed CES 20086. Refer to the label on the oil. Note 1.3 COOLANT/ANTIFREEZE

1.3.1 Coolant/Antifreeze will be used in the radiators, hoses, heater coils and transmission coolers. Antifreeze must meet ASTM4985 criteria. Coolant must meet ASTM D-6210/D-6211 specifications and Cummins Engineering Standard 14603 requirements. TECHNICAL SPECIFICATIONS 1.4 HYDRAULIC FLUID 1.4.1 Hydraulic Fluid will meet the same specifications as Engine Oil. 1.5 FRONT WHEELBEARING GREASE 1.5.1 High Pressure Lithium grease NLGI Grade 2 1.6 DIFFERENTIAL/REAR AXLE FLUID 1.6.1 85W140 API GL-5, SAE J2360 Meritor Spec. 076-A Meritor 2.0 DELIVERY 2.1 2.2 2.3 3.0 The Bidder shall have two (2) working days to deliver all orders placed by the CCRTA from the receipt of purchase order release. Delivery shall be made F.O.B. between the hours of 8:00 AM and 3:00 PM, Monday through Friday at 5658 Bear Lane, Corpus Christi, Texas. The chosen Bidder will be responsible for delivery and filling the specified tanks and/or barrels. If the Bidder cannot meet the delivery requirements, the CCRTA reserves the right to purchase the products elsewhere as outlined in Section 15.0, Substitute Suppliers, of the Standard Supply Agreement Terms and Conditions. PACKING The Bidder shall comply with industry standards for packing and delivery of all orders. A detailed delivery receipt with the product(s) manifest and purchase order number must be furnished and signed as received by authorized CCRTA personnel. Bidder shall be responsible for supplying SDS documentation for all delivered products. TECHNICAL SPECIFICATIONS 4.0 STOCKING REQUIREMENTS 4.1 5.0

The successful Bidder will be required to supply all items by the manufacturer upon which its bid is based. No substitution of manufacturer will be allowed during the term of this supply agreement. DISCREPANCIES Discrepancies related to incorrect products or quantities, the CCRTA will not accept delivery. All costs related to problems shall be borne by the Bidder. EXHIBIT A CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY FLEET Manufacturer Make/Model Year Fuel Type Engine Brand Engine Type Gillig Trolley/35 FT 2008 Diesel CUMMINS ISL ISLCM2150 Gillig DIESEL/35 FT 2009 Diesel

CUMMINS ISL ISLCM2150 Gillig DIESEL/35 FT 2010 Diesel CUMMINS ISL ISL9CM2250 Gillig DIESEL/40 FT 2009 Diesel CUMMINS ISL ISLCM2150 Gillig DIESEL/40 FT 2010 Diesel CUMMINS ISL ISL9CM2250 Gillig

CNG/35 FT 2012 CNG CUMMINS ISL G ISLGCM2180 Gillig CNG/35 FT 2015 CNG CUMMINS ISL G ISLGCM2180 Gillig CNG/35 FT 2017 CNG CUMMINS ISL G ISLGCM2180 Gillig CNG/40 FT 2012 CNG

CUMMINS ISL G ISLGCM2180 Gillig CNG/40 FT 2015 CNG CUMMINS ISL G ISLGCM2180 The CCRTA reserves the right to conduct tests, require samples or require results to ensure compliance with the requirements of this specification; a random yearly test may be conducted on specific samples and based on the results of the test, the CCRTA has the right to alter testing procedures, either by quantity of products tested or frequency of testing. All tests are to be at the expense of the vendor. CCRTA shall inspect for proper identification of products, damaged or leaking containers and other apparent irregularities. Thank You For Your Attendance!

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