HomeMy WebLinkAbout2026-04-14 - AGENDA REPORTS - TMF EV CHARGERS CONTRAgenda Item• 13
CITY OF SANTA CLARITA
.` AGENDA REPORT
CONSENT CALENDAR
CITY MANAGER APPROVAL:
DATE: April 14, 2026
SUBJECT: TRANSIT MAINTENANCE FACILITY EV CHARGERS CONTRACT
DEPARTMENT: Economic Development
PRESENTER: Adrian Aguilar
RECOMMENDED ACTION
City Council:
1. Award a contract to Beam Global for the purchase of two EV ARCTM solar powered electric
vehicle chargers for the Transit Maintenance Facility in the amount of $198,294.
2. Award a contract to ChargePoint, Inc., for the purchase of one electric vehicle charger for the
Transit Maintenance Facility in the amount of $57,222.
3. Award a contract to H&S Electric, Inc., for the installation of one electric vehicle charger at
the Transit Maintenance Facility in the amount of $43,000, and authorize a contingency in
the amount of $4,300, for a total contract amount not to exceed $47,300.
4. Appropriate funds in the amount of $255,516 to Transit Capital Equipment Expenditure
Account (7003702-520102) and $47,300 to Transit Capital Contractual Services Expenditure
Account (7003702-516101), increase SB1 State of Good Repair Revenue Account (700-
442414) by $257,039 and increase Miscellaneous Revenue Account (700-462101) by
$45,777.
5. Authorize the City Manager or designee to execute all contracts and associated documents,
subject to City Attorney approval.
BACKGROUND
The City of Santa Clarita (City) continues to transition the fleet to electric vehicles in support of
sustainability initiatives and operational efficiency. In 2025, the City installed the first electric
vehicle (EV) charger at the Transit Maintenance Facility (TMF), to support the initial
deployment of the first electric GO! Santa Clarita vehicle.
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Since that time, the City has ordered seven additional electric vehicles for GO! Santa Clarita
service as part of the City's ongoing transition TO a zero -emission fleet. As the number of
electric vehicles increases, expanded charging infrastructure is necessary to ensure sufficient
charging capacity to accommodate the growing electric fleet. The addition of three EV chargers
will support current operational needs and provide necessary infrastructure to support the electric
vans currently on order.
The proposed equipment includes EV ARCTM systems that are fully autonomous, solar -powered
charging units with integrated battery storage. These systems capture and store solar energy,
enabling vehicle charging both during the day and at night without reliance on the electrical grid.
In addition to supporting daily fleet operations, the onboard battery storage can provide a source
of emergency backup power during outages or other disruptions, enhancing overall system
resiliency. The EV ARCTM system features a charging pad design, allowing vehicles to park
directly on the unit to charge. Unlike traditional EV chargers, EV ARCTM systems do not require
electrical trenching, utility connections, or permanent installation. These units are delivered fully
assembled and can be deployed on -site and placed into service with minimal site preparation.
The purchase also includes one ChargePoint EV Inc., (ChargePoint) charger, which will require
installation and connection to the facility's electrical infrastructure. The ChargePoint system is a
fast -charging system for charging vehicles in-between services. The EV ARCTM systems are
designed for overnight charges.
The City applied for and received California EnergIIZE and SB1 State of Good Repair grants to
fund the cost of this project. The grant funding was awarded after the adoption of the City's
budget; therefore, City Council approval is required to appropriate the fiends and authorize
project expenditures.
After conducting extensive research to find the most competitive pricing and the highest quality
equipment/services, staff recommends using the City's piggyback purchasing option for this
procurement.
The use of piggyback purchasing allows the City to place orders against a competitively awarded
public agency contract. The City is using cooperative purchasing contracts with Sourcewell,
which allows the City to take advantage of an existing process. The contract with Beam Global
for the EV ARCTM system, which was awarded on October 2, 2025, was solicited through a
competitive bid process and is valid through September 18, 2029. The contract with
ChargePoint, which was awarded on October 26, 2025, was solicited through a competitive bid
process and is valid through September 18, 2029.
After performing a cost analysis and reviewing pricing for comparable units and services from
other sources, it has been determined that the Sourcewell cooperative purchasing contracts with
Beam Global and ChargePoint provide competitive pricing, quality service, and the best value to
the City. Additionally, there are no local vendors that provide these EV charging units on a
cooperative purchasing contract. Using the Sourcewell cooperative purchasing contracts results
in a total sale price of $198,294 for the EV ARCTM system and $57,222 for the ChargePoint
system, inclusive of tax and delivery.
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Staff solicited informal quotes for the installation of the ChargePoint EV charger, the results of
which are shown below:
Company Location Quoted Price
H&S Electric Santa Clarita, CA $43,000
GFI Electrical Santa Clarita, CA $48,671
Core Electric Santa Clarita, CA Declined to Provide
Staff recommends the installation of the ChargePoint EV charger be awarded to H&S Electric,
the lowest responsive vendor. The requested contingency will cover the cost of unforeseen site
conditions, such as working with existing electrical systems and potential trenching conflicts.
ALTERNATIVE ACTION
Other action as determined by the City Council.
FISCAL IMPACT
The City has received a California Energy Commission EnergIIZE Grant to fund $45,777 of the
project cost and has programmed SB1 State of Good Repair funds in the amount of $257,039 to
fund the remaining balance. Upon approval of the recommended actions, budget for the Transit
Capital Equipment Expenditure Account (7003702-520102) will increase by $255,516, Transit
Capital Contractual Services Expenditure Account (7003702-516101) will increase by $47,300,
SB1 State of Good Repair Revenue Account (700-442414) will increase by $257,039, and
Miscellaneous Revenue Account (700-462101) will increase by $45,777.
ATTACHMENTS
Beam Global Cooperative Agreement (available in the City Clerk's Reading File)
ChargePoint Cooperative Agreement (available in the City Clerk's Reading File)
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Sourcewell -
MASTER AGREEMENT # 021825
CATEGORY: Electric Vehicle Supply Equipment with Related Services
SUPPLIER: Beam Global
This Master Agreement (Agreement) is between Sourcewell, a Minnesota service cooperative located at
202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Beam Global, 5660
Eastgate Dr., San Diego, CA 92121 (Supplier).
Sourcewell is a local government and service cooperative created under the laws of the State of
Minnesota (Minnesota Statutes Section 123A.21) offering a Cooperative Purchasing Program to eligible
participating government entities.
Under this Master Agreement entered with Sourcewell, Supplier will provide Included Solutions to
Participating Entities through Sourcewell's Cooperative Purchasing Program.
Article 1:
General Terms
The General Terms in this Article 1 control the operation of this Master Agreement between Sourcewell
and Supplier and apply to all transactions entered by Supplier and Participating Entities. Subsequent
Articles to this Master Agreement control the rights and obligations directly between Sourcewell and
Supplier (Article 2), and between Supplier and Participating Entity (Article 3), respectively. These Article 1
General Terms control over any conflicting terms. Where this Master Agreement is silent on any subject,
Participating Entity and Supplier retain the ability to negotiate mutually acceptable terms.
1) Purpose. Pursuant to Minnesota law, the Sourcewell Board of Directors has authorized a Cooperative
Purchasing Program designed to provide Participating Entities with access to competitively awarded
cooperative purchasing agreements. To facilitate the Program, Sourcewell has awarded Supplier this
cooperative purchasing Master Agreement following a competitive procurement process intended to
meet compliance standards in accordance with Minnesota law and the requirements contained
herein.
2) Intent. The intent of this Master Agreement is to define the roles of Sourcewell, Supplier, and
Participating Entity as it relates to Sourcewell's Cooperative Purchasing Program.
3) Participating Entity Access. Sourcewell's Cooperative Purchasing Program Master Agreements are
available to eligible public agencies (Participating Entities). A Participating Entity's authority to access
Sourcewell's Cooperative Purchasing Program is determined through the laws of its respective
jurisdiction.
4) Supplier Access. The Included Solutions offered under this Agreement maybe made available to any
Participating Entity. Supplier understands that a Participating Entity's use of this Agreement is at the
Participating Entity's sole convenience. Supplier will educate its sales and service forces about
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Sourcewell eligibility requirements and required documentation. Supplier will be responsible for
ensuring sales are with Participating Entities.
5) Term. This Agreement is effective upon the date of the final signature below. The term of this
Agreement is four (4) years from the effective date. The Agreement expires at 11:59 P.M. Central
Time on September 18,2029, unless it is cancelled or extended as defined in this Agreement.
a) Extensions. Sourcewell and Supplier may agree to up to three (3) additional one-year extensions
beyond the original four-year term. The total possible length of this Agreement will be seven (7)
years from the effective date.
b) Exceptional Circumstances. Sourcewell retains the right to consider additional extensions as
required under exceptional circumstances.
6) Survival of Terms. Notwithstanding the termination of this Agreement, the obligations of this
Agreement will continue through the performance period of any transaction entered between
Supplier and any Participating Entity before the termination date.
7) Scope. Supplier is awarded a Master Agreement to provide the solutions identified in (RFP #021825)
to Participating Entities. In Scope solutions include:
a) Category 1: On Grid Electric Vehicle Supply Equipment and Related Services:
i) All forms of network and non -network electric vehicle charging hardware and related
infrastructure, including charging stations;
ii) Services related to the offering of electric vehicle charging hardware, including
maintenance, repair, parts, supplies, and training;
iii) Site Assessment, site preparation and materials, and installation services related to electric
vehicle charging hardware; and,
iv) Electric vehicle supply network service providers and operators, charge monitoring and
reporting services, billing services, grid and power management solutions, with related
software technology.
v) Category 1 responders MAY include off -grid (Category 2) solutions in their response.
b) Category 2: Solar and Off -Grid ONLY Electric Vehicle Supply Equipment and Related
Services, such as:
i) All forms of network and non -network electric vehicle charging hardware and related
infrastructure, including charging stations;
ii) Services related to the offering of electric vehicle charging hardware, including
maintenance, repair, parts, supplies, and training;
iii) Site Assessment, site preparation and materials, and installation services related to electric
vehicle charging hardware;
iv) Electric vehicle supply network service providers and operators, charge monitoring and
reporting services, billing services, grid and power management solutions, with related
software technology.
v) Category 2 responders may ONLY offer solutions capable of operating off -grid.
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8) Included Solutions. Supplier's Proposal to the above referenced RFP is incorporated into this Master
Agreement. Only those Solutions included within Supplier's Proposal and within Scope (Included
Solutions) are included within the Agreement and may be offered to Participating Entities.
9) Indefinite Quantity. This Master Agreement defines an indefinite quantity of sales to eligible
Participating Entities.
10) Pricing. Pricing information (including Pricing and Delivery and Pricing Offered tables) for all Included
Solutions within Supplier's Proposal is incorporated into this Master Agreement.
11) Not to Exceed Pricing. Suppliers may not exceed the prices listed in the current Pricing List on file
with Sourcewell when offering Included Solutions to Participating Entities. Participating Entities may
request adjustments to pricing directly from Supplier during the negotiation and execution of any
transaction.
12) Open Market. Supplier's open market pricing process is included within its Proposal.
13) Supplier Representations:
i) Compliance. Supplier represents and warrants it will provide all Included Solutions
under this Agreement in full compliance with applicable federal, state, and local laws and
regulations.
ii) Licenses. As applicable, Supplier will maintain a valid status on all required federal, state,
and local licenses, bonds, and permits required for the operation of Supplier's business with
Participating Entities. Participating Entities may request all relevant documentation directly from
Supplier.
iii) Supplier Warrants. Supplier warrants that all Included Solutions furnished under this
Agreement are free from liens and encumbrances, and are free from defects in design, materials,
and workmanship. In addition, Supplier warrants the Solutions are suitable for and will perform
in accordance with the ordinary use for which they are intended.
14) Bankruptcy Notices. Supplier certifies and warrants it is not currently in a bankruptcy proceeding.
Supplier has disclosed all current and completed bankruptcy proceedings within the past seven years
within its Proposal. Supplier must provide notice in writing to Sourcewell if it enters a bankruptcy
proceeding at any time during the term of this Agreement.
15) Debarment and Suspension. 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 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 Agreement. Supplier further
warrants that it will provide immediate written notice to Sourcewell if this certification changes at
any time during the term of this Agreement.
16) Provisions for non -United States federal entity procurements under United States federal awards
or other awards (Appendix II to 2 C.F.R § 200). Participating Entities that use United States federal
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grant or other federal funding to purchase solutions from this Agreement may be subject to
additional requirements including the procurement standards of the Uniform Administrative
Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200.
Participating Entities may have additional requirements based on specific funding source terms or
conditions. Within this Section, all references to "federal" should be interpreted to mean the United
States federal government. The following list applies when a Participating Entity accesses Supplier's
Included Solutions with United States federal funds.
i) EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. §
60, all agreements that meet the definition of "federally assisted construction contract" in 41
C.F.R. § 60-1.3 must include the equal opportunity clause provided under 41 C.F.R. § 60-1.4(b), in
accordance with Executive Order 11246, "Equal Employment Opportunity" (30 FR 12319, 12935,
3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, "Amending
Executive Order 11246 Relating to Equal Employment Opportunity," and implementing
regulations at 41 C.F.R. § 60, "Office of Federal Contract Compliance Programs, Equal
Employment Opportunity, Department of Labor." The equal opportunity clause is incorporated
herein by reference.
ii) DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal
program legislation, all prime construction contracts in excess of $2,000 awarded by non-federal
entities must include a provision for compliance with the Davis -Bacon Act (40 U.S.C. § 3141-
3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5,
"Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted
Construction"). In accordance with the statute, contractors must be required to pay wages to
laborers and mechanics at a rate not less than the prevailing wages specified in a wage
determination made by the Secretary of Labor. In addition, contractors must be required to pay
wages not less than once a week. The non-federal entity must place a copy of the current
prevailing wage determination issued by the Department of Labor in each solicitation. The
decision to award a contract or subcontract must be conditioned upon the acceptance of the
wage determination. The non-federal entity must report all suspected or reported violations to
the federal awarding agency. The contracts must also include a provision for compliance with the
Copeland "Anti -Kickback" Act (40 U.S.C. § 3145), as supplemented by Department of Labor
regulations (29 C.F.R. § 3, "Contractors and Subcontractors on Public Building or Public Work
Financed in Whole or in Part by Loans or Grants from the United States"). The Act provides that
each contractor or subrecipient must be prohibited from inducing, by any means, any person
employed in the construction, completion, or repair of public work, to give up any part of the
compensation to which he or she is otherwise entitled. The non-federal entity must report all
suspected or reported violations to the federal awarding agency. Supplier must comply with all
applicable Davis -Bacon Act provisions.
iii) CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708).
Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that
involve the employment of mechanics or laborers must include a provision for compliance with
40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).
Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of
every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of
the standard work week is permissible provided that the worker is compensated at a rate of not
less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in
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the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and
provide that no laborer or mechanic must be required to work in surroundings or under working
conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to
the purchases of supplies, materials, or articles ordinarily available on the open market, or
contracts for transportation or transmission of intelligence. This provision is hereby incorporated
by reference into this Agreement. Supplier certifies that during the term of an award for all
Agreements by Sourcewell resulting from this procurement process, Supplier must comply with
applicable requirements as referenced above.
iv) RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal
award meets the definition of "funding agreement" under 37 C.F.R. § 401.2(a) and the recipient
or subrecipient wishes to enter into a contract with a small business firm or nonprofit
organization regarding the substitution of parties, assignment or performance of experimental,
developmental, or research work under that "funding agreement," the recipient or subrecipient
must comply with the requirements of 37 C.F.R. § 401, "Rights to Inventions Made by Nonprofit
Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative
Agreements," and any implementing regulations issued by the awarding agency. Supplier
certifies that during the term of an award for all Agreements by Sourcewell resulting from this
procurement process, Supplier must comply with applicable requirements as referenced above.
v) CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION
CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of
$150,000 require the non-federal award to agree to comply with all applicable standards, orders
or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal
Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to
the Federal awarding agency and the Regional Office of the Environmental Protection Agency
(EPA). Supplier certifies that during the term of this Agreement it will comply with applicable
requirements as referenced above.
vi) DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract
award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide
exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines
at 2 C.F.R. § 180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and
12689 (3 C.F.R. § 1989 Comp., p. 235), "Debarment and Suspension." SAM Exclusions contains
the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties
declared ineligible under statutory or regulatory authority other than Executive Order 12549.
Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed
for debarment, declared ineligible, or voluntarily excluded from participation by any federal
department or agency.
vii) BYRD ANTI -LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must
file any required certifications. Suppliers must not have used federal appropriated funds to pay
any person or organization for influencing or attempting to influence an officer or employee of
any agency, a member of Congress, officer or employee of Congress, or an employee of a
member of Congress in connection with obtaining any federal contract, grant, or any other
award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds
that takes place in connection with obtaining any federal award. Such disclosures are forwarded
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from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures
required by, and otherwise comply with, the Byrd Anti -Lobbying Amendment (31 U.S.C. § 1352).
viii) RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply
with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further
certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after
grantees or subgrantees submit final expenditure reports or quarterly or annual financial
reports, as applicable, and all other pending matters are closed.
ix) ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable,
Supplier must comply with the mandatory standards and policies relating to energy efficiency
which are contained in the state energy conservation plan issued in compliance with the Energy
Policy and Conservation Act.
x) BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must
comply with all applicable provisions of the Buy American Act. Purchases made in accordance
with the Buy American Act must follow the applicable procurement rules calling for free and
open competition.
xi) ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized
representatives of a federal agency must have access to any books, documents, papers and
records of Supplier that are directly pertinent to Supplier's discharge of its obligations under this
Agreement for the purpose of making audits, examinations, excerpts, and transcriptions. The
right also includes timely and reasonable access to Supplier's personnel for the purpose of
interview and discussion relating to such documents.
xii) PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity
that is a state agency or agency of a political subdivision of a state and its contractors must
comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource
Conservation and Recovery Act. The requirements of Section 6002 include procuring only items
designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that
contain the highest percentage of recovered materials practicable, consistent with maintaining a
satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the
value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring
solid waste management services in a manner that maximizes energy and resource recovery;
and establishing an affirmative procurement program for procurement of recovered materials
identified in the EPA guidelines.
xiii) FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier cannot use the seal(s), logos, crests,
or reproductions of flags or likenesses of Federal agency officials without specific pre -approval.
xiv) NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party
to this Agreement or any purchase by a Participating Entity and is not subject to any obligations
or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter
resulting from the Agreement or any purchase by an authorized user.
xv) PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The
Contractor acknowledges that 31 U.S.C. § 38 (Administrative Remedies for False Claims and
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Statements) applies to the Supplier's actions pertaining to this Agreement or any purchase by a
Participating Entity.
xvi) FEDERAL DEBT. The Supplier certifies that it is non -delinquent in its repayment of any
federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit
disallowance, and benefit overpayments.
xvii) CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services,
Sourcewell, and Participating Entity as soon as possible if this Agreement or any aspect related
to the anticipated work under this Agreement raises an actual or potential conflict of interest (as
described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in
writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and
Participating Entity are able to assess the actual or potential conflict; and provide any additional
information as necessary or requested.
xviii) U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with
U.S. Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of
resources and support to individuals and organizations associated with terrorism.
xix) PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE
SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of
this Agreement it will comply with applicable requirements of 2 C.F.R. § 200.216.
xx) DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier
certifies that during the term of this Agreement, Supplier will comply with applicable
requirements of 2 C.F.R. § 200.322.
Article 2:
Sourcewell and Supplier Obligations
The Terms in this Article 2 relate specifically to Sourcewell and its administration of this Master
Agreement with Supplier and Supplier's obligations thereunder.
1) Authorized Sellers. Supplier must provide Sourcewell a current means to validate or authenticate
Supplier's authorized dealers, distributors, or resellers which may complete transactions of Included
Solutions offered under this Agreement. Sourcewell may request updated information in its
discretion, and Supplier agrees to provide requested information within a reasonable time.
2) Product and Price Changes Requirements. Supplier may request Included Solutions changes,
additions, or deletions at any time. All requests must be made in writing by submitting a Sourcewell
Price and Product Change Request Form to Sourcewell. At a minimum, the request must:
• Identify the applicable Sourcewell Agreement number;
• Clearly specify the requested change;
• Provide sufficient detail to justify the requested change;
• Individually list all Included Solutions affected by the requested change, along with the
requested change (e.g., addition, deletion, price change); and
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• Include a complete restatement of Pricing List with the effective date of the modified pricing,
or product addition or deletion. The new pricing restatement must include all Included
Solutions offered, even for those items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Change Request Form will become an amendment to
this Agreement and will be incorporated by reference.
3) Authorized Representative. Supplier will assign an Authorized Representative to Sourcewell for this
Agreement and must provide prompt notice to Sourcewell if that person is changed. The Authorized
Representative will be responsible for:
• Maintenance and management of this Agreement;
• Timely response to all Sourcewell and Participating Entity inquiries; and
• Participation in reviews with Sourcewell.
Sourcewell's Authorized Representative is its Chief Procurement Officer.
4) Performance Reviews. Supplier will perform a minimum of one review with Sourcewell per
agreement year. The review will cover transactions to Participating Entities, pricing and terms,
administrative fees, sales data reports, performance issues, supply chain issues, customer issues, and
any other necessary information.
5) Sales Reporting Required. Supplier is required as a material element to this Master Agreement to
report all completed transactions with Participating Entities utilizing this Agreement. Failure to
provide complete and accurate reports as defined herein will be a material breach of the Agreement
and Sourcewell reserves the right to pursue all remedies available at law including cancellation of
this Agreement.
6) Reporting Requirements. Supplier must provide Sourcewell an activity report of all transactions
completed utilizing this Agreement. Reports are due at least once each calendar quarter (Reporting
Period). Reports must be received no later than 45 calendar days after the end of each calendar
quarter. Supplier may report on a more frequent basis in its discretion. Reports must be provided
regardless of the amount of completed transactions 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:
• Participating Entity Name (e.g., City of Staples Highway Department);
• Participating Entity Physical Street Address;
• Participating Entity City;
• Participating Entity State/Province;
• Participating Entity Zip/Postal Code;
• Sourcewell Participating Entity Account Number;
• Transaction Description;
• Transaction Purchased Price;
• Sourcewell Administrative Fee Applied; and
• Date Transaction was invoiced/sale was recognized as revenue by Supplier.
If collected by Supplier, the Report may include the following fields as available:
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• Participating Entity Contact Name;
• Participating Entity Contact Email Address;
• Participating Entity Contact Telephone Number;
7) Administrative Fee. In consideration for the support and services provided by Sourcewell, Supplier
will pay an Administrative Fee to Sourcewell on all completed transactions to Participating Entities
utilizing this Agreement. Supplier will include its Administrative Fee within its proposed pricing.
Supplier may not directly charge Participating Entities to offset the Administrative Fee.
8) Fee Calculation. Supplier's Administrative Fee payable to Sourcewell will be calculated as a stated
percentage (listed in Supplier's Proposal) of all completed transactions utilizing this Master
Agreement within the preceding Reporting Period. For certain categories, a flat fee may be
proposed. The Administrative Fee will be stated in Supplier's Proposal.
9) Fee Remittance. Supplier will remit fee to Sourcewell no later than 45 calendar days after the close
of the preceding calendar quarter in conjunction with Supplier's Reporting Period obligations
defined herein. Payments should note the Supplier's name and Sourcewell-assigned Agreement
number in the memo; and must be either mailed to Sourcewell above "Attn: Accounts Receivable" or
remitted electronically to Sourcewell's banking institution per Sourcewell's Finance department
instructions.
10) Noncompliance. Sourcewell reserves the right to seek all remedies available at law for unpaid or
underpaid Administrative Fees due under this Agreement. Failure to remit payment, delinquent
payments, underpayments, or other deviations from the requirements of this Agreement may be
deemed a material breach and may result in cancellation of this Agreement and disbarment from
future Agreements.
11) Audit Requirements. Pursuant to Minn. Stat. § 16C.05, subdivision 5, the books, records,
documents, and accounting procedures and practices relevant to this Agreement are subject to
examination by Sourcewell and the Minnesota State Auditor for a minimum of six years from the end
of this Agreement. Supplier agrees to fully cooperate with Sourcewell in auditing transactions under
this Agreement to ensure compliance with pricing terms, correct calculation and remittance of
Administrative Fees, and verification of transactions as may be requested by a Participating Entity or
Sourcewell.
12) Assignment, Transfer, and Administrative Changes. Supplier may not assign or otherwise transfer its
rights or obligations under this Agreement without the prior written consent of Sourcewell. Such
consent will not be unreasonably withheld. Sourcewell reserves the right to unilaterally assign all or
portions of this Agreement within its sole discretion to address corporate restructurings, mergers,
acquisitions, or other changes to the Responsible Party and named in the Agreement. Any prohibited
assignment is invalid. Upon request Sourcewell may make administrative changes to agreement
documentation such as name changes, address changes, and other non -material updates as
determined within its sole discretion.
13) Amendments. Any material change to this Agreement must be executed in writing through an
amendment and will not be effective until it has been duly executed by the parties.
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14) Waiver. Failure by Sourcewell to enforce any right under this Agreement 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.
15) Complete Agreement. This Agreement represents the complete agreement between the parties for
the scope as defined herein. Supplier and Sourcewell may enter into separate written agreements
relating specifically to transactions outside of the scope of this Agreement.
16) Relationship of Sourcewell and Supplier. This Agreement does not create a partnership, joint
venture, or any other relationship such as employee, independent contractor, master -servant, or
principal -agent.
17) Indemnification. Supplier must indemnify, defend, save, and hold Sourcewell, including their agents
and employees, harmless from any claims or causes of action, including attorneys' fees incurred by
Sourcewell, arising out of any act or omission in the performance of this Agreement by the Supplier
or its agents or employees; this indemnification includes injury or death to person(s) or property
alleged to have been caused by some defect in design, condition, or performance of Included
Solutions under this Agreement. Sourcewell's responsibility will be governed by the State of
Minnesota's Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.
18) Data Practices. Supplier and Sourcewell acknowledge Sourcewell is subject to the Minnesota
Government Data Practices Act, Minnesota Statutes Chapter 13. As it applies to all data created and
maintained in performance of this Agreement, Supplier may be subject to the requirements of this
chapter.
19) Grant of License.
a) During the term of this Agreement:
i) Supplier Promotion. Sourcewell grants to Supplier a royalty -free, worldwide, non-exclusive
right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising,
promotional materials, and informational sites for the purpose of marketing Sourcewell's
Agreement with Supplier.
ii) Sourcewell Promotion. Supplier grants to Sourcewell a royalty -free, worldwide, non-
exclusive right and license to use Supplier's trademarks in advertising, promotional
materials, and informational sites for the purpose of marketing Supplier's Agreement with
Sourcewell.
b) Limited Right of Sublicense. The right and license granted herein includes a limited right of each
party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers,
marketing representatives, partners, or agents (collectively "Permitted Sublicensees") in
advertising, promotional, or informational materials for the purpose of marketing the Parties'
relationship. Any sublicense granted will be subject to the terms and conditions of this Article.
Each party will be responsible for any breach of this section by any of their respective
sublicensees.
c) Use; Quality Control.
i) Neither party may alter the other party's trademarks from the form provided and must
comply with removal requests as to specific uses of its trademarks or logos.
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ii) Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party's
trademarks only in good faith and in a dignified manner consistent with such party's use of
the trademarks. Each party may make written notice to the other regarding misuse under
this section. The offending party will have 30 days of the date of the written notice to cure
the issue or the license/sublicense will be terminated.
d) Termination. Upon the termination of this Agreement for any reason, each party, including
Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and
the like bearing the other party's name or logo (excepting Sourcewell's pre-printed catalog of
suppliers which may be used until the next printing). Supplier must return all marketing and
promotional materials, including signage, provided by Sourcewell, or dispose of it according to
Sourcewell's written directions.
20) Venue and Governing law between Sourcewell and Supplier Only. The substantive and procedural
laws of the State of Minnesota will govern this Agreement between Sourcewell and Supplier. Venue
for all legal proceedings arising out of this Agreement between Sourcewell and Supplier will be in
court of competent jurisdiction within the State of Minnesota. This section does not apply to any
dispute between Supplier and Participating Entity. This Agreement reserves the right for Supplier and
Participating Entity to negotiate this term to within any transaction documents.
21) Severability. If any provision of this Agreement 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 Agreement is capable of being performed, it will not be affected
by such determination or finding and must be fully performed.
22) Insurance Coverage. At its own expense, Supplier must maintain valid insurance policy(ies) during
the performance of this Agreement 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:
a) 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 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 Agreement.
• $1,000,000 each occurrence Bodily Injury and Property Damage
• $1,000,000 Personal and Advertising Injury
• $1,000,000 aggregate for products liability -completed operations
• $2,000,000 general aggregate
b) Certificates of Insurance. Prior to execution of this Agreement, Supplier must furnish to
Sourcewell a certificate of insurance, as evidence of the insurance required under this
Agreement. 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 provided to in an
alternative manner as directed by Sourcewell. The certificates must be signed by a person
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authorized by the insurer(s) to bind coverage on their behalf. Failure of Supplier to maintain the
required insurance and documentation may constitute a material breach.
c) Additional Insured Endorsement and Primary and Non-contributory Insurance Clause. Supplier
agrees to list Sourcewell, including its 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.
d) 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 Agreement 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. Where permitted by law, Supplier must require similar written express waivers
of subrogation and insurance clauses from each of its subcontractors.
e) Umbrella/Excess Liability/SELF-INSURED RETENTION. The limits required by this Agreement can
be met by either providing a primary policy or in combination with umbrella/excess liability
policy(ies), or self -insured retention.
23) Termination for Convenience. Sourcewell or Supplier may terminate this Agreement upon 60
calendar days' written notice to the other Party. Termination pursuant to this section will not relieve
the Supplier's obligations under this Agreement for any transactions entered with Participating
Entities through the date of termination, including reporting and payment of applicable
Administrative Fees.
24) Termination for Cause. Sourcewell may terminate this Agreement upon providing written notice of
material breach to Supplier. Notice must describe the breach in reasonable detail and state the
intent to terminate the Agreement. Upon receipt of Notice, the Supplier will have 30 calendar days
in which it must cure the breach. Termination pursuant to this section will not relieve the Supplier's
obligations under this Agreement for any transactions entered with Participating Entities through the
date of termination, including reporting and payment of applicable Administrative Fees.
Article 3:
Supplier Obligations to Participating Entities
The Terms in this Article 3 relate specifically to Supplier and a Participating Entity when entering
transactions utilizing the General Terms established in this Master Agreement. Article 1 General Terms
control over any conflict with this Article 3. Where this Master Agreement is silent on any subject,
Participating Entity and Supplier retain the ability to negotiate mutually acceptable terms.
1) Quotes to Participating Entities. Suppliers are encouraged to provide all pricing information
regarding the total cost of acquisition when quoting to a Participating Entity. Suppliers and
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Participating Entities are encouraged to include all cost specifically associated with or included within
the Suppliers proposal and Included Solutions within transaction documents.
2) Shipping, Delivery, Acceptance, Rejection, and Warranty. Supplier's proposal may include proposed
terms relating to shipping, delivery, inspection, and acceptance/rejection and other relevant terms
of tendered Solutions. Supplier and Participating Entity may negotiate final terms appropriate for the
specific transaction relating to non -appropriation, shipping, delivery, inspection,
acceptance/rejection of tendered Solutions, and warranty coverage for Included Solutions. Such
terms may include, but are not limited to, costs, risk of loss, proper packaging, inspection rights and
timelines, acceptance or rejection procedures, and remedies as mutually agreed include notice
requirements, replacement, return or exchange procedures, and associated costs.
3) Applicable Taxes. Participating Entity is responsible for notifying supplier of its tax-exempt status and
for providing Supplier with any valid tax -exemption certification(s) or related documentation.
4) Ordering Process and Payment. Supplier's ordering process and acceptable forms of payment are
included within its Proposal. Participating Entities will be solely responsible for payment to Supplier
and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.
5) Transaction Documents. Participating Entity may require the use of its own forms to complete
transactions directly with Supplier utilizing the terms established in this Agreement. Supplier's
standard form agreements may be offered as part of its Proposal. Supplier and Participating Entity
may complete and document transactions utilizing any type of transaction documents as mutually
agreed. In any transaction document entered utilizing this Agreement, Supplier and Participating
Entity must include specific reference to this Master Agreement by number and to Participating
Entity's unique Sourcewell account number.
6) Additional Terms and Conditions Permitted. Participating Entity and Supplier may negotiate and
include additional terms and conditions within transaction documentation as mutually agreed. Such
terms may supplant or supersede this Master Agreement when necessary and as solely determined
by Participating Entity. Sourcewell has expressly reserved the right for Supplier and Participating
Entity to address any necessary provisions within transaction documents not expressly included
within this Master Agreement, including but not limited to transaction cancellation, dispute
resolution, governing law and venue, non -appropriation, insurance, defense and indemnity, force
majeure, and other material terms as mutually agreed.
7) Subsequent Agreements and Survival. Supplier and Participating Entity may enter into a separate
agreement to facilitate long-term performance obligations utilizing the terms of this Master
Agreement as mutually agreed. Such agreements may provide for a performance period extending
beyond the full term of this Master Agreement as determined in the discretion of Participating
Entity.
8) Participating Addendums. Supplier and Participating Entity may enter a Participating Addendum or
similar document extending and supplementing the terms of this Master Agreement to facilitate
adoption as may be required by a Participating Entity.
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Sourcewell
Signed by:
y t J "
By: "—00FD2A1 9D06489...
Jeremy Schwartz
Title: Chief Procurement Officer
Date: 10/2/2025 1 2:26 PM CDT
Beam Global
Signed by:
a. potol.
1-,2FCFF12AEA8E4F7
By:
Lisa Potok
Title: Chief Financial Officer
Date: 10/2/2025 1 12:59 PM CDT
v052824 14
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RFP 021825 - Electric Vehicle Supply Equipment with Related
Services
Vendor Details
Company Name:
Beam Global
Does your company conduct
business under any other name? If
Envision Solar was previous company name
yes, please state:
5660 Eastgate Dr
Address:
San Diego, CA 92121
Contact:
Patrick White
Email:
pat.white@beamforall.com
Phone:
720-507-4530
HST#:
26-1342810
Submission Details
Created On:
Tuesday February 11, 2025 14:39:01
Submitted On:
Tuesday February 18, 2025 16:21:22
Submitted By:
Patrick White
Email:
pat.white@beamforall.com
Transaction #:
d7b9d105-2f28-478d-8016-da8f08bbe0e4
Submitter's I Address:
147.243.203.204
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
Specifications
Table 1: Proposer Identity & Authorized Representatives (Not Scored)
General Instructions (applies to all Tables) Sourcewell prefers a brief but thorough response to each question. Do not merely attach
additional documents to your response without also providing a substantive response. Do not leave answers blank; respond "N/A" if the
question does not apply to you (preferably with an explanation).
Table 1 Specific Instructions. Sourcewell requires identification of all parties responsible for providing Solutions under a resulting master
agreement(s) (Responsible Supplier). Proposers are strongly encouraged to include all potential Responsible Suppliers including any
corporate affiliates, subsidiaries, D.B.A., and any other authorized entities within a singular proposal. All information required under this
RFP must be included for each Responsible Supplier as instructed. Proposers with multiple Responsible Supplier options may choose to
respond individually as distinct entities, however each response will be evaluated individually and only those proposals recommended for
award may result in a master agreement award. Unawarded entities will not be permitted to later be added to an existing master
agreement through operation of Proposer's corporate organization affiliation.
Line
Item
Question
Response
1
Provide the legal name of the Proposer
Lisa Potok
authorized to submit this Proposal.
2
In the event of award, is this entity the
Y
Responsible Supplier that will execute the
master agreement with Sourcewell? Y or N.
3
Identify all subsidiaries, D.B.A., authorized
N/A
affiliates, and any other entity that will be
responsible for offering and performing delivery
of Solutions within this Proposal (i.e.
Responsible Supplier(s) that will execute a
master agreement with Sourcewell).
4
Provide your CAGE code or Unique Entity
UEI KZGLF2JLSL98
Identifier (SAM):
5
Provide your NAICS code applicable to
NAICS 221114 or 221112
Solutions proposed.
6
Proposer Physical Address:
5660 Eastgate Dr.
San Diego, CA 92121
7
Proposer website address (or addresses):
www.beamforall.com
8
Proposer's Authorized Representative (name,
Lisa Potok
title, address, email address & phone) (The
Chief Financial Officer
representative must have authority to sign
5660 Eastgate Dr.
the "Proposer's Assurance of Compliance" on
San Diego, CA 92121
behalf of the Proposer):
Lisa.Potok@beamforall.com
858-799-4583
9
Proposer's primary contact for this proposal
Andy Lovsted
(name, title, address, email address & phone):
Vice President of Sales
5660 Eastgate Dr.
San Diego, CA 92121
Andy. Lovsted@beamforall.com
858-799-4583
10
Proposer's other contacts for this proposal, if
Patrick White
any (name, title, address, email address &
Business Development Executive
phone):
5660 Eastgate Dr.
San Diego, CA 92121
Pat.White@beamforall.com
858-799-4583
Table 2A: Financial Viability and Marketplace Success (50 Points, applies to Table 2A and 213)
Line Question Response
Item
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
11
Provide a brief history of your company,
Beam Global is a clean -technology innovation company headquartered in San Diego,
including your company's core values,
California with factories in San Diego, Chicago and Kraljevo, Serbia in Europe.
business philosophy, and industry longevity
related to the requested Solutions.
We develop, manufacture, and sell high -quality, renewably energized products for
electric vehicle charging infrastructure, energy storage, energy security, disaster
preparedness, street lighting, telecommunications, and energy infrastructure. Our
Electric Vehicle (EV) charging infrastructure products are powered by locally
generated renewable energy and enable vital and highly valuable services in locations
where it is either too expensive, disruptive, or impossible to connect to a utility grid,
or where the requirements for electrical power are so important that grid failures, like
blackouts, are intolerable.
We do not compete with EV charging companies; rather, we assist these companies
by offering infrastructure solutions that replace the time consuming and expensive
process of construction and electrical work which are usually required to install
traditional grid -tied EV chargers. We also do not compete with utility companies. Our
products enable utilities and others to deliver reliable and low-cost electricity to EV
chargers and, in the case of a grid failure, to first responders and others, through
our integrated emergency power panels.
We also provide energy storage technologies that make commodity battery cells
safer, longer lasting and more energy efficient. Our battery management systems
(BMS), and associated packaging, make batteries safer and usable in a variety of
mobility, energy -security, and stationary applications.
Our street lighting and other street furniture products are mass produced and sold in
17 nations globally.
12
What are your company's expectations in the
If awarded a Sourcewell agreement, Beam Global expects to expand access to our
event of an award?
off -grid, solar -powered EV charging solutions for government agencies, municipalities,
and educational institutions. We anticipate:
- Increased Adoption: A streamlined procurement process will drive higher sales
volume and broader deployment of Beam Global solutions.
- Active Collaboration with Sourcewell:We will participate in joint marketing efforts,
webinars, and industry events to educate members on the benefits of our
technology.
- Enhanced Customer Support & Training: Our team will ensure smooth ordering,
deployment, and service, with dedicated resources to assist Sourcewell members.
We view this agreement as an opportunity to simplify EV charging procurement,
increase public sector sustainability efforts, and further establish Beam Global as the
leader in off -grid EV charging solutions.
13
Demonstrate your financial strength and
Beam Global is publicly traded on NASDAQ stock exchange with the ticker $BEEM.
stability with meaningful data. This could
The Beam Global 10-Q Report for the 3rd quarter ended 9/30/24 is included in the
include such items as financial statements,
upload section of this response. The 10-Q is an SEC filing that demonstrates the
SEC filings, credit and bond ratings, letters
company's financial strength and stability for the quarter and 9-month ended periods
of credit, and detailed reference letters.
in 2024. This is the latest SEC financial performance documents that are available.
Upload supporting documents (as applicable)
in the document upload section of your
response. DO NOT PROVIDE ANY TAX
INFORMATION OR PERSONALLY
IDENTIFIABLE INFORMATION.
14
What is your US market share for the
Beam Global holds a small market share of the overall US EV charging infrastructure
Solutions that you are proposing?
market. We have a high percentage of market share in the off -grid, solar -powered
EV charging segment in the U.S., with 1,000+ EV ARCTM units deployed across 30+
states, serving federal, state, and municipal agencies, as well as Fortune 500
companies. As one of the only providers of rapidly deployable, grid -independent EV
charging, we are expanding our footprint in response to increasing demand for
resilient, renewably powered infrastructure. A Sourcewell contract will further accelerate
adoption among public agencies, reinforcing our leadership in off -grid EV charging
solutions.
15
What is your Canadian market share for the
Beam Global expects to lead Canada as a unique provider of rapidly deployable, off -
Solutions that you are proposing?
grid EV charging solutions.
16
Disclose all current and completed bankruptcy
N/A
proceedings for Proposer and any included
possible Responsible Party within the past
seven years. Proposer must provide notice in
writing to Sourcewell if it enters a bankruptcy
proceeding at any time during the pendency
of this RFP evaluation.
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8DO-BFB5785DECCO
17
How is your organization best described: is it
b) Beam Global is a manufacturer of off -grid, solar -powered EV charging solutions
a manufacturer, a distributor/dealer/reseller, or
and works directly with government agencies, commercial enterprises, and fleet
a service provider? Answer the question that
operators to deploy our technology.
best applies to your organization, either a) or
- Sales Team: Beam Global's sales representatives are direct employees responsible
b).
for educating, selling, and supporting Sourcewell members through the procurement
a) If your company is best described as a
process.
distributor/dealer/reseller (or similar entity),
- Service & Support: We provide direct customer support through our internal team,
provide your written authorization to act as a
and for on -site service needs, we partner with trained third -party service providers
distributor/dealer/reseller for the manufacturer
who specialize in installation, maintenance, and technical support.
of the products proposed in this RFP. If
- Dealer Network (Resellers): While most sales are handled directly, Beam Global
applicable, is your dealer network
also works with a select network of resellers for specific government and fleet
independent or company owned?
contracts.
b) If your company is best described as a
This integrated approach ensures seamless delivery, installation, and support,
manufacturer or service provider, describe
providing Sourcewell members with expert guidance and fast, reliable service for their
your relationship with your sales and service
EV ARCTm and Beam Bike TM solutions.
force and with your dealer network in
delivering the products and services proposed
in this RFP. Are these individuals your
employees, or the employees of a third party?
18
If applicable, provide a detailed explanation
N/A
outlining the licenses and certifications that
are both required to be held, and actually
held, by your organization (including third
parties and subcontractors that you use) in
pursuit of the business contemplated by this
RFP.
19
Disclose all current and past debarments or
N/A
suspensions for Proposer and any included
possible Responsible Party within the past
seven years. Proposer must provide notice in
writing to Sourcewell if it enters a debarment
or suspension status any time during the
pendency of this RFP evaluation.
20
Describe any relevant industry awards or
The Company has received the following awards and patents over the last 5 years:
recognition that your company has received in
"Global Sustainability Hero", 2023 Sustainability Awards, Business Intelligence Group
the past five years.
"Top Product of the Year Award 2023", Environment + Energy (E+E) Leader Awards
"Stevie@ Award - Gold Company of the Year (2023), Energy category", 21st Annual
American Business Awards@
"Sustainability Initiative of the Year", 2022 Sustainability Awards, Business Intelligence
Group
"Stevie@ Award - Achievement in Product Innovation (2022)", 20th Annual American
Business Awards@
-U.S. Patent No. US 11,912,144 B2 for Beam Global's wireless/inductive EV ARCTM
that will have the capability of charging EVs wirelessly without the requirement to plug
in a charging cable.
(March 19, 2024)
-European Patent No. EP 3 596 774 131 for Beam Global's Thermal State of Charge
Estimation of Phase Change Material (PCM) in a Battery Pack with a PCM Thermal
Management System. (February 22, 2024)
-European Patent No. EP3743655 for Beam Global's EV Standard TM product which
is capable of delivering street lighting and curbside EV charging by combining solar,
wind and utility -generated electricity in a bank of Beam Global's proprietary integrated
batteries. (July 12, 2023)
-European Patent No. 3377828 for Beam Global's EV ARCTM product development,
enabling configuration in a compact condition for shipping in a 20-foot shipping
container (TEU) or on a flatbed, rail car, or the Company's ARC Mobility TM
proprietary transportation system. (March 8, 2023)
21
What percentage of your sales are to the
2022: 62.6%
governmental sector in the past three years?
2023: 79.6%
2024 through Q3: 69.5%
22
What percentage of your sales are to the
2022: 0.37%
education sector in the past three years?
2023: 1.15%
2024 through Q3: 1.6%
23
List all state, cooperative purchasing
California Department of General Services Contract #1-18-61-16
agreements that you hold. What is the annual
2022: approx. $4.5M
sales volume for each of these agreement
2023: approx. $4.OM
over the past three years?
2024 through Q3: approx. $6.8M
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
24 List any GSA contracts or Standing Offers
and Supply Arrangements (SOSA) that you
hold. What is the annual sales volume for
each of these contracts over the past three
years?
Table 213: References/Testimonials
GSA MAS Contract 47QSWA21 D0006
2022: approx. $7.1 M
2023: approx. $40.6M
2024 through Q3: approx. $15.2M
GSA BPA 47QMCA22A0004
2022: approx. $300k
2023: approx. $5.5M
2024 through Q3: approx. $2.2M
Line Item 25. Supply reference information from three customers who are eligible to be Sourcewell participating entities.
Entity Name *
Contact Name*
Phone Number*
City of New York DCAS
Brent Taylor
212.386.0276
US Army
Hussein Ibrahim
520.684.3809
State of California - Department of General
Services
Jennifer Brennan
916.201.2059
Table 3: Ability to Sell and Deliver Solutions (150 Points)
Describe your company's capability to meet the needs of Sourcewell participating entities across the US and Canada, as applicable. Your
response should address in detail at least the following areas: locations of your network of sales and service providers, the number of
workers (full-time equivalents) involved in each sector, whether these workers are your direct employees (or employees of a third party),
and any overlap between the sales and service functions.
Line
Item
Question
Response*
26
Sales force.
Beam Global has an in-house sales force to engage with customers. The team
consists of several Clean Mobility Practice experts located across the US to best
serve our customers, and report to our Vice President of Sales who is based at
headquarters in San Diego, CA.
Addditionally, Beam Global works with national, regional and local EV charging
infrastructure providers who resell EV ARCTM systems. Beam Global's sales team
respond to customer inquiries, engage in new customer development and support
resellers, making product recommendations and driving municipal buyers throughout the
purchase process.
27
Describe the network of Authorized Sellers
Beam Global launched our reseller program (Authorized Sellers) in the second half of
who will deliver Solutions, including dealers,
2024 to meet the growing demand of our customers. Our resellers include companies
distributors, resellers, and other distribution
who specialize in the installation, management, and servicing of electric vehicle supply
methods.
equipment and networks. These dealers have extensive knowledge of EVSE products
and provide personalized customer service, on a national, regional and local basis, to
ensure the right solutions are delivered to meet specific customer needs. Beam Global
solutions are complementary to our resellers core offerings, enabling them to expand
their portfolio into renewably powered, EV charging infrastructure solutions their
customers require.
28
If your proposal includes delivery of
Beam Global's EV ARCTM operates off -grid and require no construction or utility
services by prequalified contractors,
connection. EV ARCs are transportable and movable so they are deployed, not
describe your method of prequalification.
installed. Further, Beam Global's Service force deliver and deploy EV ARCs to the
State how prequalified contractors will be
customer's location(s) on behalf of our resellers, ensuring consistency and customer
identified or selected by Sourcewell
satisfaction in all of our deployments.
Participating Entities in the event of
contract award.
Resellers are pre -qualified via an application and interview process and approved
based on their expertise, safety record, financial health, and previous project success.
Sourcewell Participating Entities will have access to our list of our resellers through
our website and by engaging with their Beam Global representative.
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
29
Service force.
Beam Global's Service force is comprised of eight members who report to the
Director of Operations. All Service staff are based at Beam Global's San Diego
headquarters.
The Service force engages with new customers after a purchase to arrange shipment
and delivery logistics, then a Service team member travels with each shipment to
receive, setup and commission
the systems for each customer delivery.
After delivery, the Service force utilizes a 4G LTE wireless connection to access the
Remote Monitoring and Management System (RMMS) which allows the Service force
to monitor and update EV ARCTm equipment remotely from our San Diego
headquarters. The RMMS system also informs the Service force if a service visit is
warranted; that process is described in further detail in the next line item response.
30
Describe the ordering process. If orders will
Orders by resellers are placed using the same process as our direct customer orders,
be handled by distributors, dealers or
which includes:
others, explain the respective roles of the
1. Quotes are scoped and quoted based on the agency's application and
Proposer and others.
requirements.
2. Orders are sent by the reseller to Beam Global.
3. Order confirmation, including product details, pricing, and estimated delivery
timelines, are provided to the reseller via email after being reviewed for accuracy.
4. Site selection is then finalized and delivery schedule is confirmed.
5. Order is fulfilled (shipping and onsite deployment) is completed by Beam Global's
Service force.
Throughout the ordering process, Beam Global acts as the point of contact for the
reseller, providing coordination and oversight, customer support, and ensures the
products are manufactured and deployed at the highest quality level.
31
Describe in detail the process and
Beam Global provides comprehensive customer support to ensure seamless
procedure of your customer service
deployment and operation of our EV ARCTm and other Beam Global products. Our
program, if applicable. Include your
dedicated support team offers assistance with product selection, deployment,
response -time capabilities and
maintenance, and troubleshooting via phone, email, and on -site support as needed.
commitments, as well as any incentives that
help your providers meet your stated
Response Time Commitments
service goals or promises.
General inquiries: 24 hours
Technical support: Same business day
Emergency issues: Within 2 hours
Warranty/service requests: Resolution within 5 business days
We ensure high service quality through proactive maintenance, remote diagnostics, and
customer feedback programs. Unlike grid -tied solutions, Beam's off -grid design
minimizes downtime and service needs, delivering hassle -free, resilient EV charging for
Sourcewell members.
32
Describe your ability and willingness to
Beam Global is fully able and willing to provide our products and services to
provide your products and services to
Sourcewell participating entities in the United States and Canada. The Company has
Sourcewell participating entities.
delivered EV ARCTM systems to customers in 38 states, including Hawaii, as well as
Puerto Rico and Europe.
33
Describe your ability and willingness to
Beam Global is fully able and willing to provide our products and services to
provide your products and services to
Sourcewell participating entities in Canada; the Company has previously delivered EV
Sourcewell participating entities in Canada.
ARCTM systems to the City of Richmond in British Columbia, as well as the City of
Calgary. The Company expects more orders from Canadian participating entities as
the electric vehicle industry continues to grow in this market.
34
Identify any geographic areas of the United
N/A
States or Canada that you will NOT be fully
serving through the proposed agreement.
35
Identify any account type of Participating
N/A
Entity which will not have full access to
your Solutions if awarded an agreement,
and the reasoning for this.
36
Define any specific requirements or
N/A
restrictions that would apply to our
participating entities in Hawaii and Alaska
and in US Territories.
37
Will Proposer extend terms of any awarded
When qualified, yes.
master agreement to nonprofit entities?
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
38
Describe the process for installation of your
When the EV ARCTM system is ready for shipment, each unit is "stowed" for transport
products and services and explain the
with either our ARC MobilityTm Trailer product, on a flatbed trailer or in a shipping
method of quotation, as applicable.
container. When the EV ARCTm arrives at the customer's location, a Beam Global
Service Force technician will be onsite to receive and deploy the system. For ARC
MobilityTm Trailer deliveries, the equipment arrives in the "stowed" configuration and the
technician utilizes hydraulic rams on the trailer to lower the system into the designated
parking space. The technician then performs the "un-stow" process, which includes
raising the steel beam and unfolding the solar panels. After this is completed, the
product is activated and commissioned so that it is ready to charge electric vehicles.
For flatbed trailer or shipping container deliveries, the Service force coordinates with
the customer to arrange a forklift to off-load the equipment, then the Service force
technician performs the "un-stow" process following the same procedures.
Beam Global quotes Shipping and Handling costs based on freight rates to ship the
EV ARCTM systems to the customer's delivery location; the quantity of EV ARCTM
systems being delivered determines the freight cost multiplier (if multiple shipments are
required to deliver all equipment); then Beam Global's Service force adds the cost of
staff transport, lodging and labor required to perform the delivery as previously
described.
39
Demonstrate your capabilities to provide
Beam Global has successfully deployed EV ARCTM charging solutions across
solutions offered by providing a list of
numerous government agencies, municipalities, and public institutions. Below are key
significant government, public agency, or
projects demonstrating our capabilities and experience:
similar entity projects completed in the past
1. U.S. Department of Transportation (DOT)
five (5) years.
2. California Department of Transportation (Caltrans)
3. New York City Department of Citywide Administrative Services (DCAS)
4. North Carolina Department of Corrections
5. US Navy Facilities (NAVFAC)
6. US Army
These are a sample of projects demonstrate Beam Global's expertise in deploying EV
charging solutions for government and public agencies, ensuring energy resilience,
sustainability, and rapid deployment without the need for construction or grid connection
over the past 5 years. Our experience positions us as an ideal Sourcewell partner.
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
Table 4: Marketing Plan (100 Points)
Line
Item
Question
Response*
40
Describe your marketing strategy for
Beam Global will leverage a multi -channel marketing approach to drive awareness and
promoting this opportunity. Upload
adoption of our EV ARCTm and Beam Bike TM solutions through the Sourcewell contract.
representative samples of your
Our strategy includes:
marketing materials (if applicable) in
- Targeted Outreach: Direct engagement with Sourcewell members via email campaigns,
the document upload section of your
webinars, and personalized sales outreach to educate agencies on the benefits of off -grid,
response.
solar -powered EV charging.
- Sourcewell Collaboration: Partnering with Sourcewell to feature Beam Global in their
supplier directory, newsletters, and webinars, maximizing exposure to eligible agencies.
- Industry Events & Trade Shows: Showcasing our solutions at municipal, fleet, and
sustainability conferences to connect with government and non-profit buyers.
- Digital & Social Media Marketing: Promoting the contract through Linkedln, industry blogs,
case studies, and video content demonstrating successful deployments.
- Public Relations & Case Studies: Highlighting successful government and municipal
deployments to build credibility and drive adoption.
This strategy ensures maximum visibility and engagement with Sourcewell members,
accelerating procurement and deployment of resilient, off -grid EV charging solutions across
public agencies.
41
Describe your use of technology and
Beam Global utilizes social media, SEO, marketing automation, and data analytics to
digital data (e.g., social media,
enhance outreach and engagement.
metadata usage) to enhance
marketing effectiveness.
Linkedln, email campaigns, and digital ads drive visibility, while CRM tools and analytics
track engagement and optimize messaging. SEO and metadata strategies ensure high
search rankings, and campaign performance tracking enables continuous improvement,
ensuring Sourcewell members easily discover and adopt our off -grid EV charging solutions.
42
In your view, what is Sourcewell's role
Sourcewell plays a critical role in promoting awarded agreements by providing a trusted
in promoting agreements arising out of
cooperative purchasing platform, marketing suppliers to eligible agencies, and simplifying
this RFP? How will you integrate a
procurement for public sector buyers. Through its supplier directory, newsletters, webinars,
Sourcewell-awarded agreement into
and outreach programs, Sourcewell increases awareness and drives adoption of awarded
your sales process?
solutions.
Beam Global will fully integrate a Sourcewell-awarded agreement into our sales process by:
- Training our sales team to leverage Sourcewell as a key procurement pathway,
streamlining purchases for government agencies.
- Highlighting Sourcewell eligibility in marketing materials, website content, and direct
outreach to potential buyers.
- Engaging with Sourcewell's promotional efforts, including participation in their webinars,
case studies, and trade events.
- Aligning with government purchasing cycles, ensuring our solutions are easily accessible
through Sourcewell's streamlined process.
This integration will enhance sales efficiency, reduce procurement barriers, and accelerate
adoption of Beam's off -grid EV charging solutions for public agencies.
43
Are your Solutions available through
Currently Beam Global does not offer an e-procurement process direct to our customers.
an e-procurement ordering process? If
Some of our products are available through other cooperative purchasing programs
so, describe your e-procurement
including DGS in California and GSA.
system and how governmental and
educational customers have used it.
Table 5A: Value -Added Attributes (100 Points, applies to Table 5A and 513)
Line Question
Item
44 Describe any product, equipment,
maintenance, or operator training
programs that you offer to
Sourcewell participating entities.
Include details, such as whether
training is standard or optional,
who provides training, and any
costs that apply.
Response*
Beam Global offers standard product equipment, maintenance and operational resources
included with customer purchases of EV ARCTM systems. Beam Global provides customers
with technical resources upon delivery, and after delivery the customer's Salesperson provides
additional user and operational training / guidance. Customers can also purchase additional
training, Operation & Maintenance plans, equipment relocation and other custom services
upon request; those additional services are provided on a per -quote basis.
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
45
Describe any technological
Beam Global's flagship EV ARCTM product is a self-contained energy generation, storage
advances that your proposed
and distribution system that provides EV charging (and off -grid energy security) services at a
Solutions offer.
customer's location. Designed to operate in the harshest of environments, the EV ARCTM is
wind -rated to withstand winds of up to 160 mph. This makes it highly resilient and capable
of continuing to operate even in severe weather conditions. Additionally, the system is flood -
proof up to 9.5 feet, ensuring reliable performance during various environmental challenges.
The EV ARCTM system is delivered to the customer within 90 days of purchase; the
equipment does not require the typical engineering, construction, grid connection and site
development work that other grid -tied EV charging infrastructure installations require. This
allows customers to accelerate their timeline for EV charging development; it enables
scalable deployment of EV charging across multiple sites simultaneously; it allows customers
to provide EV charging services at leased facilities without any long-term commitment to the
site itself; customers can even relocate the standalone and transportable equipment to new
locations as customer and site infrastructure needs evolve over time. These unique features
and benefits represent a distinct value proposition not available with other product offerings
within this category.
46
Describe any "green" initiatives
Beam Global considers itself a sustainable technology and innovation company because all
that relate to your company or to
of our products are ""green"" energy solutions powered by 100% clean renewable energy.
your Solutions, and include a list
of the certifying agency for each.
The EV ARCTM system converts solar energy into 100% renewable and emissions free fuel
for electric vehicles; every time an EV plugs into Company equipment, that vehicle
is ""Driving on Sunshine"". Beam Global's equipment can create new opportunities to
power ""green"" initiatives for Sourcewell participating entities by providing EV charging
services on location quickly and easily, and at sites where EV charging may otherwise be
too difficult to develop through traditional methods due to infrastructure challenges. Even when
Sourcewell participating entities are able to develop EV charging at their locations through
traditional methods, it is often impossible to guarantee that the energy provided through
those EV charging projects is completely ""green"" when those projects are connected to the
utility grid. Over 50% of all energy generation within the US utility grid is still generated by
the burning of fossil fuels; by contrast, every EV ARCTM system provided by Beam Global is
powering customer EVs with a guaranteed ""green"" fuel source and allows EVs to drive
100% emissions free.
47
Identify any third -party issued eco-
N/A
labels, ratings or certifications that
your company has received for the
Solutions included in your Proposal
related to energy efficiency or
conservation, life -cycle design
(cradle -to -cradle), or other
green/sustainability factors.
48
What unique attributes does your
Beam Global's EV ARCTM product line is unique within the industry as the fastest and
company, your products, or your
easiest way to provide EV charging infrastructure at a location without any of the traditional
services offer to Sourcewell
installation work (i.e., permitting, engineering, construction, installation, grid connection, etc.)
participating entities? What makes
your proposed solutions unique in
The EV ARCTM product has a lower Total Cost of Ownership (TCO) compared to a
your industry as it applies to
traditional grid -tied charging station thanks to all of the avoided costs that it allows
Sourcewell participating entities?
participating entities to skip over, which includes the entire installation process. In addition,
since the system is off grid, it will never generate a utility bill and as a result there are
significant long-term cost savings.
In addition, the standalone and self -generating nature of the EV ARCTM solution allows it to
continue producing, storing and distributing clean energy for EV charging even in the event
of a blackout or grid outage. This allows electric vehicles to continue to operate and charge
even when there is no traditional grid power available. The need for off grid EV charging
has become increasingly important as government agencies transition their Fleets to electric
vehicles as a way to keep these vehicles running and still providing vital services to their
constituents through any emergency scenario where there is no grid power.
When equipped with the optional Emergency Power Panel feature, the EV ARCTM system
can also double as an off grid power asset that can charge other vital devices powered by
electricity through the 120V/240V outlets that are incorporated when traditional grid power is
unavailable.
The EV ARCTM is a permanent, but also transportable, piece of infrastructure. Unlike a
traditional grid -tied charging station, the EV ARCTM can be moved with specialized
equipment to another location without any construction or traditional installation work. This
provides a unique layer of flexibility and scalability with one's charging infrastructure that is
not possible with permanently installed grid -tied charging infrastructure. It also makes it a
great solution for leased properties as well.
49
Describe all end -user payment
Check, ACH, Wire
methods offered for charging, as
applicable.
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
50
Identify the data collected when
Before delivery, Beam Global's Service force collects the customer's location data and
your equipment, products, and
evaluates each site to confirm that product delivery procedures and performance standards
services are accessed by an end-
will be met at the proposed location. Upon delivery, the standard RMMS service allows all
user.
EV ARCTM systems to collect data ranging from real-time solar generation, battery storage
and load distribution levels as soon as the EV ARCTM product is activated for customer use.
When an end -user accesses EV ARCTm equipment, products and services, the standard
RMMS service will collect and report the amount of energy being distributed from the EV
ARCTM through integrated charging hardware and provided to the end user; the customer's
choice of EV charging hardware included on their EV ARCTM product may also collect both
general and user -specific data that is then provided to the customer through the hardware
manufacturer's own data reporting service. Beam Global sets up customer access to RMMS
and 3rd party EV charging hardware data reporting services.
51
Describe applicable data security
The EV ARCTM communicates via secure cellular connection through a VPN managed by
measures and identify any services
Webbing Solutions. All data services are domestic.
performed outside the US or
Canada, as applicable.
52
Demonstrate your capabilities
Beam Global's EV ARCTM systems have been providing renewable energy charging to EV
around long-term stewardship of
owners for over a decade. Some of our earliest systems, dating back to 2015, are
proposed equipment, products, or
operational today, providing users with clean energy charging. We stand behind our systems
services offered such as
with a 5-year warranty. Details of which are attached in the upload section.
maintenance, performance
warranties and guarantees,
operational uptime, hardware
warranties, and similar stewardship
Functions.
Table 513: Value -Added Attributes
Line
Item
Question
Certification
Offered
Comment
53
Select any Women
Minority Business
f Yes
N/A
or Minority Business
Enterprise (MBE)
r No
Entity (WMBE), Small
Business Entity
(SBE), or veteran
owned business
certifications that your
company or hub
partners have
obtained. Upload
documentation and a
listing of dealerships,
HUB partners or re -
sellers if available.
Select all that apply.
54
Women Business
r Yes
N/A
Enterprise (WBE)
r No
55
Disabled -Owned
r Yes
N/A
Business Enterprise
r No
(DOBE)
56
Veteran -Owned
r Yes
N/A
Business Enterprise
r No
(VBE)
57
Service -Disabled
r Yes
N/A
Veteran -Owned
r No
Business
(SDVOB)
58
Small Business
r Yes
N/A
Enterprise (SBE)
r No
59
Small Disadvantaged
r Yes
N/A
Business (SDB)
r No
60
Women -Owned Small
r Yes
N/A
Business (WOSB)
r No
Table 6A: Pricing (400 Points, applies to Table 6A and 613)
Provide detailed pricing information in the questions that follow below.
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
Line
Item
Question
Response*
61
Describe your payment terms and accepted payment
Payment terms are Net 30 days on approval, payable with Check,
methods.
ACH, Wire.
62
Describe any leasing or financing options available for use
Beam Global works with 3rd party companies to provide finance and
by educational or governmental entities.
lease options to educational and governmental agencies.
63
Describe any standard transaction documents that you
Please see upload section.
propose to use in connection with an awarded agreement
(order forms, terms and conditions, service level
agreements, etc.). Upload all template agreements or
transaction documents which may be proposed to
Participating Entities.
64
Do you accept the P-card procurement and payment
Yes. 3% fee.
process? If so, is there any additional cost to Sourcewell
participating entities for using this process?
65
Describe your pricing model (e.g., line -item discounts or
Beam Global utilizes a transparent, structured pricing model that
product -category discounts). Provide detailed pricing data
includes line -item discounts for Sourcewell members. Our pricing
(including standard or list pricing and the Sourcewell
approach ensures government agencies and educational institutions
discounted price) on all of the items that you want
receive competitive, pre -negotiated discounts while maintaining
Sourcewell to consider as part of your RFP response. If
flexibility for bulk purchases.
applicable, provide a SKU for each item in your proposal.
Pricing Model Overview
Upload your pricing materials (if applicable) in the
- Standard List Pricing: Base price for each product, including
document upload section of your response.
hardware, installation (if applicable), and optional add-ons.
- Sourcewell Discounted Pricing: A percentage discount off standard
pricing applied exclusively for Sourcewell members.
- Seamless Ordering: Sourcewell members can directly procure
Beam solutions using pre -approved pricing, eliminating lengthy bid
processes.
- Custom Quotes for Large Orders: Agencies purchasing in bulk can
request tailored pricing based on deployment scale.
Beam Global's pricing structure ensures affordability, transparency,
and streamlined procurement for Sourcewell members seeking
resilient, off -grid EV charging solutions.
66
Quantify the pricing discount represented by the pricing
Beam Global's is offering Sourcewell approximately 22% discount
proposal in this response. For example, if the pricing in
from MSRP and 2% discount from standard price.
your response represents a percentage discount from
MSRP or list, state the percentage or percentage range.
67
Describe any quantity or volume discounts or rebate
The Company provides customers with a 1 % discount for single
programs that you offer.
purchses of 100 units or greater.
68
Propose a method of facilitating "sourced" products or
N/A
related services, which may be referred to as "open
market" items or "non -contracted items". For example, you
may supply such items "at cost" or "at cost plus a
percentage," or you may supply a quote for each such
request.
69
Identify any element of the total cost of acquisition that is
Beam Global has submitted a Shipping and Handling cost matrix, but
NOT included in the pricing submitted with your response.
also quotes Shipping and Handling costs based on freight rates to
This includes all additional charges associated with a
ship EV ARCTm equipment to the customer's delivery location; the
purchase that are not directly identified as freight or
quantity of EV ARCTM products being delivered determines the
shipping charges. For example, list costs for items like pre-
freight cost multiplier (if multiple shipments are required to deliver all
delivery inspection, installation, set up, mandatory training,
equipment); then the Company's Service force adds the cost of staff
or initial inspection. Identify any parties that impose such
transport, lodging and labor required to perform the delivery as
costs and their relationship to the Proposer.
previously described.
70
If freight, delivery, or shipping is an additional cost to the
Shipping and Handling costs based on freight rates to ship EV
Sourcewell participating entity, describe in detail the
ARCTm equipment to the customer's delivery location; the quantity of
complete freight, shipping, and delivery program.
EV ARCTM products being delivered determines the freight cost
multiplier (if multiple shipments are required to deliver all equipment);
then the Company's Service force adds the cost of staff transport,
lodging and labor required to perform the delivery as previously
described.
71
Specifically describe freight, shipping, and delivery terms or
For offshore delivery (AK, HI) EV ARCs are shipped in 40' (2 EV
programs available for Alaska, Hawaii, Canada, or any
ARCs) and 20' (1 EV ARC) shipping containers. For shipments to
offshore delivery.
Canada via road freight, EV ARCs can be shipped in 40' and 20'
shipping containers, on flatbed trailers or using Beam's ARC Mobility
trailer.
72
Describe any unique distribution and/or delivery methods or
N/A
options offered in your proposal.
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
73
Specifically describe any self -audit process or program that
you plan to employ to verify compliance with your
proposed agreement with Sourcewell. This process includes
ensuring that Sourcewell participating entities obtain the
proper pricing.
Beam Global ensures full compliance with the Sourcewell agreement
through a structured self -audit process. Our CRM system
automatically applies Sourcewell pricing, preventing errors and
ensuring consistency. We conduct internal audits, perform random
spot checks on invoices, and verify Sourcewell member eligibility
before processing orders. Our sales team is trained to follow
contract pricing rules, and any discrepancies are quickly corrected
with refunds if needed. Additionally, we can provide annual
compliance reports to Sourcewell, ensuring pricing integrity and
transparency for all participating entities.
74
If you are awarded an agreement, provide a few examples
If awarded a Sourcewell agreement, Beam Global will track key
of internal metrics that will be tracked to measure whether
performance metrics to measure its impact and ensure success.
you are having success with the agreement.
These include:
Sales Performance:
Number of Sourcewell purchases (units sold via contract)
Total revenue generated through Sourcewell
Customer Engagement & Adoption:
Number of Sourcewell agencies utilizing the contract
Repeat purchases from Sourcewell members
Marketing & Outreach Effectiveness:
Inbound leads and inquiries from Sourcewell promotions
Participation in Sourcewell webinars, events, and marketing
campaigns
Operational & Compliance Metrics:
Accuracy of Sourcewell pricing applied through CRM tracking
Order fulfillment time for Sourcewell purchases
Regular analysis of these metrics will help Beam Global refine its
sales, marketing, and operational strategies, ensuring strong adoption
and continued success with the Sourcewell contract.
75
Provide a proposed Administration Fee payable to
3%
Sourcewell. The Fee is in consideration for the support
and services provided by Sourcewell. The propose an
Administrative Fee will be payable to Sourcewell on all
completed transactions to Participating Entities utilizing this
Agreement. The Administrative Fee will be calculated as a
stated percentage, or flat fee as may be applicable, of all
completed transactions utilizing this Master Agreement
within the preceding Reporting Period defined in the
agreement.
Table 613: Pricing Offered
Line
Item
The Pricing Offered in this Proposal is: *
Comments
76
The pricing offered is as good as or better than pricing typically offered through existing cooperative contracts, state
N/A
contracts, or agencies.
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
Table 7A: Depth and Breadth of Offered Solutions (200 Points, applies to Table 7A, 7B and 7C)
Line
Item
Question
Response*
77
Provide a detailed description of all the
The EV ARCTM system combines a solar PV array with patented BeamTrakTM sun
Solutions offered, including used Solutions if
tracking technology and lithium -ion battery storage into the world's only scalable,
applicable, offered in the proposal.
transportable and standalone EV charging solution. The EV ARCTM product line can
rapidly deploy Level 1 through Level 2 EV charging services without any engineering,
construction or grid connection work needed. The transportable, off -grid product is
unique within the industry because it can double an off grid energy security asset
that charges EVs and other electronics onsite in the event of grid failure. Full product
specs, features and pricing are detailed in the upload section.
Beam Gloal arranges shipping and handling services that are custom quoted for
each product purchase. Beam Global's delivery service includes onsite equipment
setup performed by in-house Service force members.
EV ARCTM standard product services include the Remote Monitoring and
Management Service (RMMS) with data reporting capabilities; additional services that
can be provided on a per quote basis include Operation & Maintenance coverage
plans, equipment repair and relocation services, and training services.
78
Within this RFP category there may be
Beam Global has identified several possible subcategory fields where EV ARCTM
subcategories of solutions. List subcategory
systems could be listed at Sourcewell's discretion:
titles that best describe your products and
Within category 33 — Manufacturing:
services.
Sub -category 336 - Transportation Equipment Manufacturing:
Sub -category 3369 - Other Transportation Equipment Manufacturing
Within category 423 — Merchant Wholesalers, Durable Goods:
Sub -category 4238 - Machinery, Equipment, and Supplies Merchant Wholesalers
Sub -category 4234 - Professional and Commercial Equipment and Supplies
Merchant Wholesalers
Within category 4238 — Machinery, Equipment, and Supplies Merchant Wholesalers:
- Sub -category 42386 - Transportation Equipment and Supplies (except Motor
Vehicle) Merchant Wholesalers
79
Demonstrate your experience and capabilities
Beam Global has developed a Level 3 DC Fast Charging solution, utilizing the
installing and supporting Level 3 DC Fast
existing EV ARCTm architecture, that has been deployed on a limited basis. We will
Chargers
continue development of this solution and potentially bring it to market based on
specific customer requests and demand. This solution is not being offered within this
proposal.
80
Demonstrate the capabilities of proposed
N/A
equipment, products, or services in regard to
Charger -to -Charger Network Communication,
Charging Network -to -Charging Network
Communication, and Charging Network -to -Grid
Communication.
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
Table 713: CATEGORY 1 ON -GRID ***ONLY SUBMIT FOR CATEGORY 1 OR CATEGORY 2***
Indicate below if the listed types or classes of Solutions are offered within your proposal. Provide additional comments in the text box
provided, as necessary.
r We will not be submitting for Table 713: CATEGORY 1 ON -GRID ***ONLY SUBMIT FOR CATEGORY 1 OR CATEGORY 2***
Line
Category
Requested equipment, products
Offered *
Comments
Item
or services
81
Category 1: On -Grid Electric Vehicle
All forms of network and non-
r Yes
Supply Equipment and related services
network electric vehicle charging
r No
hardware and related
infrastructure, including charging
stations
82
Services related to the offering
r Yes
of electric vehicle charging
r No
hardware, including maintenance,
repair, parts, supplies, and
training
83
Site assessment, site
r Yes
preparation and materials, and
r No
installation services related to
electric vehicle charging hardware
84
Electric vehicle supply network
r Yes
service providers and operators,
r No
charge monitoring and reporting
services, billing services, grid
and power management
solutions, with related software
technology
85
Category 1 responders MAY
r Yes
include off -grid (Category 2)
r No
solutions in their response, are
you proposing Category 2
equipment?
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
Table 7C: CATEGORY 2 OFF -GRID ***ONLY SUBMIT FOR CATEGORY 1 OR CATEGORY 2***
Indicate below if the listed types or classes of Solutions are offered within your proposal. Provide additional comments in the text box
provided, as necessary.
1- We will not be submitting for Table 7C: CATEGORY 2 OFF -GRID ***ONLY SUBMIT FOR CATEGORY 1 OR CATEGORY 2***
Line
Category
Requested equipment, products
Offered *
Comments
Item
or services
86
Category 2: Solar and Off -Grid ONLY
All forms of network and non-
G Yes
The EV ARCTM provides
Electric vehicle charging hardware and
network electric vehicle charging
r No
charging services through
related infrastructure, including
hardware and related
the customer's choice of EV
charging stations
infrastructure, including charging
charging hardware. Beam
stations
Global offers a non -
networked EVSE option,
which is included in the
pricing document upload
section. Compatible
networked EVSE options
are chosen and supplied by
the customer.
87
Services related to the offering
G Yes
Beam Global systems
on electric vehicle charging
r No
come standard with 5 Year
hardware, including maintenance,
Limited Warranty and
repair, parts, supplies, and
extensive component
training
warranty coverage plans, as
detailed in the "Beam
Global Warranty" attachment
in the document upload
section. Beam Global
provides educational and
training support with each
EV ARCTM system.
88
Site assessment, site
G Yes
Beam Global Service force
preparation and materials, and
f No
performs a virtual site
installation services related to
assessment, and provides
electric vehicle charging hardware
site preparation guidance
materials before delivery.
Site preparation is minimal
and simply requires the
customer to block off the
designated parking space
and surrounding parking
spaces. A Beam Global
Service force member sets
up the EV ARCTM
equipment onsite as
previously described. These
costs are included in the
custom S&H quote.
89
Electric vehicle supply network
l' Yes
Network service and
service providers and operators,
G No
software are selected by the
charge monitoring and reporting
Agency and provided by
services, billing services, grid
their choice of provider.
and power management
solutions, with related software
technology
90
Category 2 responders may
G Yes
The EV ARCTM operates off -
ONLY offer solutions capable of
r No
grid.
operating off -grid
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
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.
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 - BeamGlobal-Sourcewell_RFP_021825_Pricing_021825.pdf - Tuesday February 18, 2025 16:11:53
• Financial Strength and Stability - BEEM (Beam Global) General form for quarterly reports under Section 13 or 15(d) (10-Q) 2024-11-
14.pdf_.pdf - Tuesday February 18, 2025 15:18:29
• Marketing Plan/Samples - Marketing Plan_Samples_Beam Global.zip - Tuesday February 18, 2025 15:56:00
• WMBE/MBE/SBE or Related Certificates (optional)
• Standard Transaction Document Samples - Standard Transaction Documents —Beam Global.zip - Tuesday February 18, 2025
15:44:29
• Upload Additional Document (optional)
• Requested Exceptions - RFP_021825_Electric _Vehicle_Supply_Eqpt_Master_Agreement_BeamGlobal_021725 LAP
comments.docx - Tuesday February 18, 2025 15:29:52
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
Addenda, Terms and Conditions
PROPOSER AFFIDAVIT OF COMPLIANCE
I certify that I am an authorized representative of Proposer and have authority to submit the foregoing Proposal:
1. The Proposer is submitting this Proposal under its full and complete legal name, and the Proposer legally exists in good standing in the
jurisdiction of its residence.
2. The Proposer warrants that the information provided in this Proposal is true, correct, and reliable for purposes of evaluation for
award.
3. The Proposer certifies that:
(1) The prices in this Proposal have been arrived at independently, without, for the purpose of restricting competition, any
consultation, communication, or agreement with any other Proposer or competitor relating to-
(i) Those prices;
(ii) The intention to submit an offer; or
(iii) The methods or factors used to calculate the prices offered.
(2) The prices in this Proposal have not been and will not be knowingly disclosed by the Proposer, directly or indirectly, to any other
Proposer or competitor before award unless otherwise required by law; and
(3) No attempt has been made or will be made by Proposer to induce any other concern to submit or not to submit a Proposal for the
purpose of restricting competition.
4. To the best of its knowledge and belief, and except as otherwise disclosed in the Proposal, there are no relevant facts or
circumstances which could give rise to an organizational conflict of interest. An organizational conflict of interest is created when a
current or prospective supplier is unable to render impartial service to Sourcewell due to the supplier's: a. creation of evaluation criteria
during performance of a prior agreement which potentially influences future competitive opportunities to its favor; b. access to nonpublic
and material information that may provide for a competitive advantage in a later procurement competition; c. impaired objectivity in
providing advice to Sourcewell.
5. Proposer will provide to Sourcewell Participating Entities Solutions in accordance with the terms, conditions, and scope of a resulting
master agreement.
6. The Proposer possesses, or will possess all applicable licenses or certifications necessary to deliver Solutions under any resulting
master agreement.
7. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.
8. Proposer its employees, agents, and subcontractors are not:
Included on the "Specially Designated Nationals and Blocked Persons" list maintained by the Office of Foreign Assets Control of the
United States Department of the Treasury found at: https://www.treasury. aov/ofac/down load s/sdnIist.pdf-1
Included on the government -wide exclusions lists in the United States System for Award Management found at:
https://sam.aov/SAM/; or
Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the
State of Minnesota; the United States federal government, as applicable; or any Participating Entity. Vendor certifies and warrants
that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this solicitation.
G% By checking this box I acknowledge that I am bound by the terms of the Proposer's Affidavit, have the legal authority to submit this
Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and enforceability as if I
had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability solely because an electronic
signature or electronic record was used in its formation. - Patrick White, Business Development Executive, Beam Global
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F920993C-6590-4B59-B8D0-BFB5785DECC0
The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission, and/or the
Proposer foresees an actual or potential Conflict of Interest in performing the obligations contemplated in the solicitation proposal.
r' Yes r•' No
The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document.
Check the box in the column "I have reviewed this addendum" below to acknowledge each of the addenda.
I have reviewed the
File Name
below addendum and
pages
attachments (if
applicable)
Addendum _8_ Electric _ Vehicle_ Supply_Egpt_RFP 021825
2
Mon February 10 2025 04:10 PM
Addendum _7_ Electric _ Vehicle_ Supply_Egpt_RFP 021825
F
2
Fri February 7 2025 03:13 PM
Addendum _6_ Electric _ Vehicle_ Supply_Egpt_RFP 021825
1
Thu February 6 2025 08:02 AM
Addendum _5_Electric—Vehicle_ Supply_Egpt_RFP 021825
rV
1
Fri January 31 2025 02:11 PM
Addendum _4_Electric—Vehicle_ Supply_Egpt_RFP 021825
rW
1
Mon January 27 2025 04:16 PM
Addendum _3_Electric Vehicle_ Supply_Egpt_RFP 021825
2
Thu January 23 2025 03:27 PM
Addendum _2_ Electric _ Vehicle_ Supply_Egpt_RFP 021825
r
1
Wed January 22 2025 03:23 PM
Addendum _1_ Electric _ Vehicle_ Supply_Egpt_RFP 021825
1
Mon January 6 2025 03:00 PM
Bid Number: RFP 021825 Vendor Name: Beam Global
Docusign Envelope ID: F79CA4C3-D9E5-4939-9OE2-BOFB2983F663
021825-CPI
Sourcewell -
MASTER AGREEMENT # 021825
CATEGORY: Electric Vehicle Supply Equipment with Related Services
SUPPLIER: ChargePoint, Inc.
This Master Agreement (Agreement) is between Sourcewell, a Minnesota service cooperative located at
202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and ChargePoint, Inc., a
Delaware corporation located at 240 E. Hacienda Avenue, Campbell, CA 95008 (Supplier).
Sourcewell is a local government and service cooperative created under the laws of the State of
Minnesota (Minnesota Statutes Section 123A.21) offering a Cooperative Purchasing Program to eligible
participating government entities.
Under this Master Agreement entered with Sourcewell, Supplier will provide Included Solutions to
Participating Entities through Sourcewell's Cooperative Purchasing Program.
Article 1:
General Terms
The General Terms in this Article 1 control the operation of this Master Agreement between Sourcewell
and Supplier and apply to all transactions entered by Supplier and Participating Entities. Subsequent
Articles to this Master Agreement control the rights and obligations directly between Sourcewell and
Supplier (Article 2), and between Supplier and Participating Entity (Article 3), respectively. These Article 1
General Terms control over any conflicting terms. Where this Master Agreement is silent on any subject,
Participating Entity and Supplier retain the ability to negotiate mutually acceptable terms.
1) Purpose. Pursuant to Minnesota law, the Sourcewell Board of Directors has authorized a Cooperative
Purchasing Program designed to provide Participating Entities with access to competitively awarded
cooperative purchasing agreements. To facilitate the Program, Sourcewell has awarded Supplier this
cooperative purchasing Master Agreement following a competitive procurement process intended to
meet compliance standards in accordance with Minnesota law and the requirements contained
herein.
2) Intent. The intent of this Master Agreement is to define the roles of Sourcewell, Supplier, and
Participating Entity as it relates to Sourcewell's Cooperative Purchasing Program.
3) Participating Entity Access. Sourcewell's Cooperative Purchasing Program Master Agreements are
available to eligible public agencies (Participating Entities). A Participating Entity's authority to access
Sourcewell's Cooperative Purchasing Program is determined through the laws of its respective
jurisdiction.
4) Supplier Access. The Included Solutions offered under this Agreement maybe made available to any
Participating Entity. Supplier understands that a Participating Entity's use of this Agreement is at the
Participating Entity's sole convenience. Supplier will educate its sales and service forces about
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021825-CPI
Sourcewell eligibility requirements and required documentation. Supplier will be responsible for
ensuring sales are with Participating Entities.
5) Term. This Agreement is effective upon the date of the final signature below. The term of this
Agreement is four (4) years from the effective date. The Agreement expires at 11:59 P.M. Central
Time on September 18, 2029, unless it is cancelled or extended as defined in this Agreement.
a) Extensions. Sourcewell and Supplier may agree to up to three (3) additional one-year extensions
beyond the original four-year term. The total possible length of this Agreement will be seven (7)
years from the effective date.
b) Exceptional Circumstances. Sourcewell retains the right to consider additional extensions as
required under exceptional circumstances.
6) Survival of Terms. Notwithstanding the termination of this Agreement, the obligations of this
Agreement will continue through the performance period of any transaction entered between
Supplier and any Participating Entity before the termination date.
7) Scope. Supplier is awarded a Master Agreement to provide the solutions identified in (RFP #021825)
to Participating Entities. In Scope solutions include:
a) Category 1: On Grid Electric Vehicle Supply Equipment and Related Services:
i) All forms of network and non -network electric vehicle charging hardware and related
infrastructure, including charging stations;
ii) Services related to the offering of electric vehicle charging hardware, including
maintenance, repair, parts, supplies, and training;
iii) Site Assessment, site preparation and materials, and installation services related to electric
vehicle charging hardware; and,
iv) Electric vehicle supply network service providers and operators, charge monitoring and
reporting services, billing services, grid and power management solutions, with related
software technology.
v) Category 1 responders MAY include off -grid (Category 2) solutions in their response.
b) Category 2: Solar and Off -Grid ONLY Electric Vehicle Supply Equipment and Related
Services, such as:
i) All forms of network and non -network electric vehicle charging hardware and related
infrastructure, including charging stations;
ii) Services related to the offering of electric vehicle charging hardware, including
maintenance, repair, parts, supplies, and training;
iii) Site Assessment, site preparation and materials, and installation services related to electric
vehicle charging hardware;
iv) Electric vehicle supply network service providers and operators, charge monitoring and
reporting services, billing services, grid and power management solutions, with related
software technology.
v) Category 2 responders may ONLY offer solutions capable of operating off -grid.
8) Included Solutions. Supplier's Proposal to the above referenced RFP is incorporated into this Master
Agreement. Only those Solutions included within Supplier's Proposal and within Scope (Included
Solutions) are included within the Agreement and may be offered to Participating Entities.
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9) Indefinite Quantity. This Master Agreement defines an indefinite quantity of sales to eligible
Participating Entities.
10) Pricing. Pricing information (including Pricing and Delivery and Pricing Offered tables) for all Included
Solutions within Supplier's Proposal is incorporated into this Master Agreement.
11) Not to Exceed Pricing. Suppliers may not exceed the prices listed in the current Pricing List on file
with Sourcewell when offering Included Solutions to Participating Entities. Participating Entities may
request adjustments to pricing directly from Supplier during the negotiation and execution of any
transaction.
12) Open Market. Supplier's open market pricing process is included within its Proposal.
13) Supplier Representations:
i) Compliance. Supplier represents and warrants it will provide all Included Solutions
under this Agreement in full compliance with applicable federal, state, and local laws and
regulations.
ii) Licenses. As applicable, Supplier will maintain a valid status on all required federal, state,
and local licenses, bonds, and permits required for the operation of Supplier's business with
Participating Entities. Participating Entities may request all relevant documentation directly from
Supplier.
iii) Supplier Warrants. Supplier warrants that all Included Solutions furnished under this
Agreement are free from liens and encumbrances, and are free from material defects in design,
materials, and workmanship in accordance with Supplier's standard parts warranty for electric
vehicle charging hardware and equipment. In addition, Supplier warrants the Solutions are
suitable for and will perform in accordance with the ordinary use for which they are intended.
14) Bankruptcy Notices. Supplier certifies and warrants it is not currently in a bankruptcy proceeding.
Supplier has disclosed all current and completed bankruptcy proceedings within the past seven years
within its Proposal. Supplier must provide notice in writing to Sourcewell if it enters a bankruptcy
proceeding at any time during the term of this Agreement.
15) Debarment and Suspension. 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 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 Agreement. Supplier further
warrants that it will provide immediate written notice to Sourcewell if this certification changes at
any time during the term of this Agreement.
16) Provisions for non -United States federal entity procurements under United States federal awards
or other awards (Appendix II to 2 C.F.R § 200). Participating Entities that use United States federal
grant or other federal funding to purchase solutions from this Agreement may be subject to
additional requirements including the procurement standards of the Uniform Administrative
Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200.
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Participating Entities may have additional requirements based on specific funding source terms or
conditions. Within this Section, all references to "federal" should be interpreted to mean the United
States federal government. The following list applies when a Participating Entity accesses Supplier's
Included Solutions with United States federal funds.
i) EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. §
60, all agreements that meet the definition of "federally assisted construction contract" in 41
C.F.R. § 60-1.3 must include the equal opportunity clause provided under 41 C.F.R. § 60-1.4(b), in
accordance with Executive Order 11246, "Equal Employment Opportunity" (30 FIR 12319, 12935,
3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, "Amending
Executive Order 11246 Relating to Equal Employment Opportunity," and implementing
regulations at 41 C.F.R. § 60, "Office of Federal Contract Compliance Programs, Equal
Employment Opportunity, Department of Labor." The equal opportunity clause is incorporated
herein by reference.
ii) DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal
program legislation, all prime construction contracts in excess of $2,000 awarded by non-federal
entities must include a provision for compliance with the Davis -Bacon Act (40 U.S.C. § 3141-
3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5,
"Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted
Construction"). In accordance with the statute, contractors must be required to pay wages to
laborers and mechanics at a rate not less than the prevailing wages specified in a wage
determination made by the Secretary of Labor. In addition, contractors must be required to pay
wages not less than once a week. The non-federal entity must place a copy of the current
prevailing wage determination issued by the Department of Labor in each solicitation. The
decision to award a contract or subcontract must be conditioned upon the acceptance of the
wage determination. The non-federal entity must report all suspected or reported violations to
the federal awarding agency. The contracts must also include a provision for compliance with the
Copeland "Anti -Kickback" Act (40 U.S.C. § 3145), as supplemented by Department of Labor
regulations (29 C.F.R. § 3, "Contractors and Subcontractors on Public Building or Public Work
Financed in Whole or in Part by Loans or Grants from the United States"). The Act provides that
each contractor or subrecipient must be prohibited from inducing, by any means, any person
employed in the construction, completion, or repair of public work, to give up any part of the
compensation to which he or she is otherwise entitled. The non-federal entity must report all
suspected or reported violations to the federal awarding agency. Supplier must comply with all
applicable Davis -Bacon Act provisions.
iii) CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708).
Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that
involve the employment of mechanics or laborers must include a provision for compliance with
40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).
Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of
every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of
the standard work week is permissible provided that the worker is compensated at a rate of not
less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in
the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and
provide that no laborer or mechanic must be required to work in surroundings or under working
conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to
v052824 4
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the purchases of supplies, materials, or articles ordinarily available on the open market, or
contracts for transportation or transmission of intelligence. This provision is hereby incorporated
by reference into this Agreement. Supplier certifies that during the term of an award for all
Agreements by Sourcewell resulting from this procurement process, Supplier must comply with
applicable requirements as referenced above.
iv) RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal
award meets the definition of "funding agreement" under 37 C.F.R. § 401.2(a) and the recipient
or subrecipient wishes to enter into a contract with a small business firm or nonprofit
organization regarding the substitution of parties, assignment or performance of experimental,
developmental, or research work under that "funding agreement," the recipient or subrecipient
must comply with the requirements of 37 C.F.R. § 401, "Rights to Inventions Made by Nonprofit
Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative
Agreements," and any implementing regulations issued by the awarding agency. Supplier
certifies that during the term of an award for all Agreements by Sourcewell resulting from this
procurement process, Supplier must comply with applicable requirements as referenced above.
v) CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION
CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of
$150,000 require the non-federal award to agree to comply with all applicable standards, orders
or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal
Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to
the Federal awarding agency and the Regional Office of the Environmental Protection Agency
(EPA). Supplier certifies that during the term of this Agreement it will comply with applicable
requirements as referenced above.
vi) DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract
award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide
exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines
at 2 C.F.R. § 180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and
12689 (3 C.F.R. § 1989 Comp., p. 235), "Debarment and Suspension." SAM Exclusions contains
the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties
declared ineligible under statutory or regulatory authority other than Executive Order 12549.
Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed
for debarment, declared ineligible, or voluntarily excluded from participation by any federal
department or agency.
vii) BYRD ANTI -LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must
file any required certifications. Suppliers must not have used federal appropriated funds to pay
any person or organization for influencing or attempting to influence an officer or employee of
any agency, a member of Congress, officer or employee of Congress, or an employee of a
member of Congress in connection with obtaining any federal contract, grant, or any other
award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds
that takes place in connection with obtaining any federal award. Such disclosures are forwarded
from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures
required by, and otherwise comply with, the Byrd Anti -Lobbying Amendment (31 U.S.C. § 1352).
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viii) RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply
with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further
certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after
grantees or subgrantees submit final expenditure reports or quarterly or annual financial
reports, as applicable, and all other pending matters are closed.
ix) ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable,
Supplier must comply with the mandatory standards and policies relating to energy efficiency
which are contained in the state energy conservation plan issued in compliance with the Energy
Policy and Conservation Act.
x) BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must
comply with all applicable provisions of the Buy American Act. Purchases made in accordance
with the Buy American Act must follow the applicable procurement rules calling for free and
open competition.
xi) ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized
representatives of a federal agency must have access to any books, documents, papers and
records of Supplier that are directly pertinent to Supplier's discharge of its obligations under this
Agreement for the purpose of making audits, examinations, excerpts, and transcriptions. The
right also includes timely and reasonable access to Supplier's personnel for the purpose of
interview and discussion relating to such documents.
xii) PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity
that is a state agency or agency of a political subdivision of a state and its contractors must
comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource
Conservation and Recovery Act. The requirements of Section 6002 include procuring only items
designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that
contain the highest percentage of recovered materials practicable, consistent with maintaining a
satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the
value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring
solid waste management services in a manner that maximizes energy and resource recovery;
and establishing an affirmative procurement program for procurement of recovered materials
identified in the EPA guidelines.
xiii) FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier cannot use the seal(s), logos, crests,
or reproductions of flags or likenesses of Federal agency officials without specific pre -approval.
xiv) NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party
to this Agreement or any purchase by a Participating Entity and is not subject to any obligations
or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter
resulting from the Agreement or any purchase by an authorized user.
xv) PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The
Contractor acknowledges that 31 U.S.C. § 38 (Administrative Remedies for False Claims and
Statements) applies to the Supplier's actions pertaining to this Agreement or any purchase by a
Participating Entity.
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xvi) FEDERAL DEBT. The Supplier certifies that it is non -delinquent in its repayment of any
federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit
disallowance, and benefit overpayments.
xvii) CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services,
Sourcewell, and Participating Entity as soon as possible if this Agreement or any aspect related
to the anticipated work under this Agreement raises an actual or potential conflict of interest (as
described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in
writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and
Participating Entity are able to assess the actual or potential conflict; and provide any additional
information as necessary or requested.
xviii) U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with
U.S. Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of
resources and support to individuals and organizations associated with terrorism.
xix) PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE
SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of
this Agreement it will comply with applicable requirements of 2 C.F.R. § 200.216.
xx) DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier
certifies that during the term of this Agreement, Supplier will comply with applicable
requirements of 2 C.F.R. § 200.322.
Article 2:
Sourcewell and Supplier Obligations
The Terms in this Article 2 relate specifically to Sourcewell and its administration of this Master
Agreement with Supplier and Supplier's obligations thereunder.
1) Authorized Sellers. Supplier must provide Sourcewell a current means to validate or authenticate
Supplier's authorized dealers, distributors, or resellers which may complete transactions of Included
Solutions offered under this Agreement. Sourcewell may request updated information in its
discretion, and Supplier agrees to provide requested information within a reasonable time.
2) Product and Price Changes Requirements. Supplier may request Included Solutions changes,
additions, or deletions at any time. All requests must be made in writing by submitting a Sourcewell
Price and Product Change Request Form to Sourcewell. At a minimum, the request must:
• Identify the applicable Sourcewell Agreement number;
• Clearly specify the requested change;
• Provide sufficient detail to justify the requested change;
• Individually list all Included Solutions affected by the requested change, along with the
requested change (e.g., addition, deletion, price change); and
• Include a complete restatement of Pricing List with the effective date of the modified pricing,
or product addition or deletion. The new pricing restatement must include all Included
Solutions offered, even for those items where pricing remains unchanged.
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A fully executed Sourcewell Price and Product Change Request Form will become an amendment to
this Agreement and will be incorporated by reference.
3) Authorized Representative. Supplier will assign an Authorized Representative to Sourcewell for this
Agreement and must provide prompt notice to Sourcewell if that person is changed. The Authorized
Representative will be responsible for:
• Maintenance and management of this Agreement;
• Timely response to all Sourcewell and Participating Entity inquiries; and
• Participation in reviews with Sourcewell.
Sourcewell's Authorized Representative is its Chief Procurement Officer.
4) Performance Reviews. Supplier will perform a minimum of one review with Sourcewell per
agreement year. The review will cover transactions to Participating Entities, pricing and terms,
administrative fees, sales data reports, performance issues, supply chain issues, customer issues, and
any other necessary information.
5) Sales Reporting Required. Supplier is required as a material element to this Master Agreement to
report all completed transactions with Participating Entities utilizing this Agreement. Failure to
provide complete and accurate reports as defined herein will be a material breach of the Agreement
and Sourcewell reserves the right to pursue all remedies available at law including cancellation of
this Agreement.
6) Reporting Requirements. Supplier must provide Sourcewell an activity report of all transactions
completed utilizing this Agreement. Reports are due at least once each calendar quarter (Reporting
Period). Reports must be received no later than 45 calendar days after the end of each calendar
quarter. Supplier may report on a more frequent basis in its discretion. Reports must be provided
regardless of the amount of completed transactions 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:
• Participating Entity Name (e.g., City of Staples Highway Department);
• Participating Entity Physical Street Address;
• Participating Entity City;
• Participating Entity State/Province;
• Participating Entity Zip/Postal Code;
• Sourcewell Participating Entity Account Number;
• Transaction Description;
• Transaction Purchased Price;
• Sourcewell Administrative Fee Applied; and
• Date Transaction was invoiced/sale was recognized as revenue by Supplier.
If collected by Supplier, the Report may include the following fields as available:
• Participating Entity Contact Name;
• Participating Entity Contact Email Address;
• Participating Entity Contact Telephone Number;
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7) Administrative Fee. In consideration for the support and services provided by Sourcewell, Supplier
will pay an Administrative Fee to Sourcewell on all completed transactions to Participating Entities
utilizing this Agreement. Supplier will include its Administrative Fee within its proposed pricing.
Supplier may not directly charge Participating Entities to offset the Administrative Fee.
8) Fee Calculation. Supplier's Administrative Fee payable to Sourcewell will be calculated as a stated
percentage (listed in Supplier's Proposal) of all completed transactions utilizing this Master
Agreement within the preceding Reporting Period. For the avoidance of doubt, Supplier's
Administration Fee calculation shall only apply to the price of products and services comprising the
in scope solutions provided for in this Agreement and set forth in Supplier's Proposal and shall not
apply to shipping costs including but not limited to freight costs, handling and insurance nor taxes
associated with the completed transactions. For certain categories, a flat fee may be proposed. The
Administrative Fee will be stated in Supplier's Proposal.
9) Fee Remittance. Supplier will remit fee to Sourcewell no later than 45 calendar days after the close
of the preceding calendar quarter in conjunction with Supplier's Reporting Period obligations
defined herein. Payments should note the Supplier's name and Sourcewell-assigned Agreement
number in the memo; and must be either mailed to Sourcewell above "Attn: Accounts Receivable" or
remitted electronically to Sourcewell's banking institution per Sourcewell's Finance department
instructions.
10) Noncompliance. Sourcewell reserves the right to seek all remedies available at law for unpaid or
underpaid Administrative Fees due under this Agreement. Failure to remit payment, delinquent
payments, underpayments, or other deviations from the requirements of this Agreement may be
deemed a material breach and may result in cancellation of this Agreement and disbarment from
future Agreements.
11) Audit Requirements. Pursuant to Minn. Stat. § 16C.05, subdivision 5, the books, records,
documents, and accounting procedures and practices relevant to this Agreement are subject to
examination by Sourcewell and the Minnesota State Auditor for a minimum of six years from the end
of this Agreement. Supplier agrees to fully cooperate with Sourcewell in auditing transactions under
this Agreement to ensure compliance with pricing terms, correct calculation and remittance of
Administrative Fees, and verification of transactions as may be requested by a Participating Entity or
Sourcewell.
12) Assignment, Transfer, and Administrative Changes. Supplier may not assign or otherwise transfer its
rights or obligations under this Agreement without the prior written consent of Sourcewell. Such
consent will not be unreasonably withheld. Sourcewell reserves the right to unilaterally assign all or
portions of this Agreement within its sole discretion to address corporate restructurings, mergers,
acquisitions, or other changes to the Responsible Party and named in the Agreement. Any prohibited
assignment is invalid. Upon request Sourcewell may make administrative changes to agreement
documentation such as name changes, address changes, and other non -material updates as
determined within its sole discretion.
13) Amendments. Any material change to this Agreement must be executed in writing through an
amendment and will not be effective until it has been duly executed by the parties.
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14) Waiver. Failure by Sourcewell to enforce any right under this Agreement 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.
15) Complete Agreement. This Agreement represents the complete agreement between the parties for
the scope as defined herein. Notwithstanding anything to the contrary in this Agreement, this
Agreement does not supercede or replace the Contract 042221-CPI executed by the parties on July
15, 2021, as amended, unless otherwise expressly agreed by the parties in writing. Supplier and
Sourcewell may enter into separate written agreements relating specifically to transactions outside
of the scope of this Agreement.
16) Relationship of Sourcewell and Supplier. This Agreement does not create a partnership, joint
venture, or any other relationship such as employee, independent contractor, master -servant, or
principal -agent.
17) Indemnification. Supplier must indemnify, defend, save, and hold Sourcewell, including their agents
and employees, harmless from any third party claims or causes of action, including reasonable
attorneys' fees incurred by Sourcewell, to the extent arising out of any negligent act or omission in
the performance of this Agreement by the Supplier or its agents or employees; this indemnification
includes injury or death to person(s) or property alleged to have been caused by some material
defect in design, manufacture or workmanship , or performance of Included Solutions under this
Agreement. Sourcewell's responsibility will be governed by the State of Minnesota's Tort Liability Act
(Minnesota Statutes Chapter 466) and other applicable law. Sourcewell shall provide prompt written
notice of an indemnified third party claim and reasonably cooperate with Supplier's defense.
Supplier will control the defense of any indemnified third party claim and any settlement or
compromise thereof. Supplier shall not enter into any settlement or compromise that imposes any
financial obligation, admission of liability, or ongoing affirmative obligation on Sourcewell without
Sourcewell's prior written consent, which consent may not be unreasonably withheld or delayed.
The failure of Sourcewell to provide prompt written notice or reasonable cooperation shall not
relieve Supplier of its indemnification obligations except to the extent Supplier can demonstrate
actual material prejudice as a direct result of such failure.
Reservation of Rights: Notwithstanding Supplier's control of the defense, Sourcewell shall have the
right to participate in the defense of any indemnified third -party claim and to retain separate
counsel, at Sourcewell's sole cost and expense.
IN NO EVENT WILL SUPPLIER BE LIABLE FOR LOST PROFITS OR LOSS OF BUSINESS OR FOR ANY
INCIDENTAL, SPECIAL, CONSEQUENTIAL, INDIRECT, OR PUNITIVE DAMAGES ARISING OUT OF OR
RELATED TO THIS AGREEMENT. Subject to the foregoing, Supplier's liability arising out of or related
to this Agreement will not exceed one million ($1,000,000) United States Dollars; provided, however,
that Supplier's liability for its indemnification obligations will not exceed one million five hundred
thousand ($1,500,000) United States Dollars.
18) Data Practices. Supplier and Sourcewell acknowledge Sourcewell is subject to the Minnesota
Government Data Practices Act, Minnesota Statutes Chapter 13. As it applies to all data created and
maintained in performance of this Agreement, Supplier may be subject to the requirements of this
chapter.
19) Grant of License.
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a) During the term of this Agreement:
i) Supplier Promotion. Sourcewell grants to Supplier a royalty -free, worldwide, non-exclusive
right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising,
promotional materials, and informational sites for the purpose of marketing Sourcewell's
Agreement with Supplier.
ii) Sourcewell Promotion. Supplier grants to Sourcewell a royalty -free, worldwide, non-
exclusive right and license to use Supplier's trademarks in advertising, promotional
materials, and informational sites for the purpose of marketing Supplier's Agreement with
Sourcewell.
b) Limited Right of Sublicense. The right and license granted herein includes a limited right of each
party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers,
marketing representatives, partners, or agents (collectively "Permitted Sublicensees") in
advertising, promotional, or informational materials for the purpose of marketing the Parties'
relationship. Any sublicense granted will be subject to the terms and conditions of this Article.
Each party will be responsible for any breach of this section by any of their respective
sublicensees.
c) Use; Quality Control.
i) Neither party may alter the other party's trademarks from the form provided and must
comply with removal requests as to specific uses of its trademarks or logos.
ii) Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party's
trademarks only in good faith and in a dignified manner consistent with such party's use of
the trademarks. Each party may make written notice to the other regarding misuse under
this section. The offending party will have 30 days of the date of the written notice to cure
the issue or the license/sublicense will be terminated.
d) Termination. Upon the termination of this Agreement for any reason, each party, including
Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and
the like bearing the other party's name or logo (excepting Sourcewell's pre-printed catalog of
suppliers which may be used until the next printing). Supplier must return all marketing and
promotional materials, including signage, provided by Sourcewell, or dispose of it according to
Sourcewell's written directions.
20) Venue and Governing law between Sourcewell and Supplier Only. The substantive and procedural
laws of the State of Minnesota will govern this Agreement between Sourcewell and Supplier. Venue
for all legal proceedings arising out of this Agreement between Sourcewell and Supplier will be in
court of competent jurisdiction within the State of Minnesota. This section does not apply to any
dispute between Supplier and Participating Entity. This Agreement reserves the right for Supplier and
Participating Entity to negotiate this term to within any transaction documents.
21) Severability. If any provision of this Agreement 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 Agreement is capable of being performed, it will not be affected
by such determination or finding and must be fully performed.
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22) Insurance Coverage. At its own expense, Supplier must maintain valid insurance policy(ies) during
the performance of this Agreement 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:
a) 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 Agreement.
• $1,500,000 each occurrence Bodily Injury and Property Damage
• $1,500,000 Personal and Advertising Injury
• $2,000,000 aggregate for products liability -completed operations
• $2,000,000 general aggregate
b) Certificates of Insurance. Prior to execution of this Agreement, Supplier must furnish to
Sourcewell a certificate of insurance, as evidence of the insurance required under this
Agreement. 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 provided to in an
alternative manner as directed by Sourcewell. The certificates must be signed by a person
authorized by the insurer(s) to bind coverage on their behalf. Failure of Supplier to maintain the
required insurance and documentation may constitute a material breach.
c) Additional Insured Endorsement and Primary and Non-contributory Insurance Clause. Supplier
agrees to list Sourcewell, including its 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.
d) 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 Agreement 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. Where permitted by law, Supplier must require similar written express waivers
of subrogation and insurance clauses from each of its subcontractors.
e) Umbrella/Excess Liability/SELF-INSURED RETENTION. The limits required by this Agreement can
be met by either providing a primary policy or in combination with umbrella/excess liability
policy(ies), or self -insured retention.
23) Termination for Convenience. Sourcewell or Supplier may terminate this Agreement for its
convenience, with or without cause, upon 60 calendar days' written notice to the other Party.
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Termination pursuant to this section will not relieve the Supplier's obligations under this Agreement
for any transactions entered with Participating Entities through the date of termination, including
reporting and payment of applicable Administrative Fees.
24) Termination for Cause. Sourcewell may terminate this Agreement upon providing written notice of
material breach to Supplier. Notice must describe the breach in reasonable detail and state the
intent to terminate the Agreement. Upon receipt of Notice, the Supplier will have 30 calendar days
in which it must cure the breach. Termination pursuant to this section will not relieve the Supplier's
obligations under this Agreement for any transactions entered with Participating Entities through the
date of termination, including reporting and payment of applicable Administrative Fees.
Article 3:
Supplier Obligations to Participating Entities
The Terms in this Article 3 relate specifically to Supplier and a Participating Entity when entering
transactions utilizing the General Terms established in this Master Agreement. Article 1 General Terms
control over any conflict with this Article 3. Where this Master Agreement is silent on any subject,
Participating Entity and Supplier retain the ability to negotiate mutually acceptable terms.
1) Quotes to Participating Entities. Suppliers are encouraged to provide all pricing information
regarding the total cost of acquisition when quoting to a Participating Entity. Suppliers and
Participating Entities are encouraged to include all cost specifically associated with or included within
the Suppliers proposal and Included Solutions within transaction documents.
2) Shipping, Delivery, Acceptance, Rejection, and Warranty. Supplier's proposal may include proposed
terms relating to shipping, delivery, inspection, and acceptance/rejection and other relevant terms
of tendered Solutions. Supplier and Participating Entity may negotiate final terms appropriate for the
specific transaction relating to non -appropriation, shipping, delivery, inspection,
acceptance/rejection of tendered Solutions, and warranty coverage for Included Solutions. Such
terms may include, but are not limited to, costs, taxes, payment terms, risk of loss, proper packaging,
inspection rights and timelines, acceptance or rejection procedures, and remedies as mutually
agreed include notice requirements, replacement, return or exchange procedures, and associated
costs.
3) Applicable Taxes. Participating Entity is responsible for notifying supplier of its tax-exempt status and
for providing Supplier with any valid tax -exemption certification(s) or related documentation.
4) Ordering Process and Payment. Supplier's ordering process and acceptable forms of payment are
included within its Proposal. Participating Entities will be solely responsible for payment to Supplier
and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.
5) Transaction Documents. Participating Entity may require the use of its own forms to complete
transactions directly with Supplier utilizing the terms established in this Agreement. Supplier's
standard form agreements may be offered as part of its Proposal. Supplier and Participating Entity
may complete and document transactions utilizing any type of transaction documents as mutually
agreed. In any transaction document entered utilizing this Agreement, Supplier and Participating
Entity must include specific reference to this Master Agreement by number and to Participating
Entity's unique Sourcewell account number.
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6) Additional Terms and Conditions Permitted. Participating Entity and Supplier may negotiate and
include additional terms and conditions within transaction documentation as mutually agreed. Such
terms may supplant or supersede this Master Agreement when necessary and as solely determined
by Participating Entity. Sourcewell has expressly reserved the right for Supplier and Participating
Entity to address any necessary provisions within transaction documents not expressly included
within this Master Agreement, including but not limited to transaction cancellation, dispute
resolution, governing law and venue, non -appropriation, insurance, liability defense and indemnity,
force majeure, and other material terms as mutually agreed.
7) Subsequent Agreements and Survival. Supplier and Participating Entity may enter into a separate
agreement to facilitate long-term performance obligations utilizing the terms of this Master
Agreement as mutually agreed. Such agreements may provide for a performance period extending
beyond the full term of this Master Agreement as determined in the discretion of Participating
Entity.
8) Participating Addendums. Supplier and Participating Entity may enter a Participating Addendum or
similar document extending and supplementing the terms of this Master Agreement to facilitate
adoption as may be required by a Participating Entity.
Sourcewell
Signed by:
y s(6a'vf'�
By: COFD2A139DO6489...
Jeremy Schwartz
Title: Chief Procurement Officer
10/26/2025 1 7:20 PM CDT
Date:
CharRePoint, Inc.
Docu Signed by:
ItiLa�t�,Si cwu
By: 0612FB1871 E447F...
Mansi Khetani
Title: Chief Financial Officer
Date: 10/26/2025 1 2:07 PM PDT
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RFP 021825 - Electric Vehicle Supply Equipment with Related
Services
Vendor Details
Company Name:
ChargePoint
Does your company conduct
business under any other name? If
California
yes, please state:
240 E. Hacienda Avenue
Address:
Campbell, California 95008
Contact:
Don Nguyen
Email:
don.nguyen@chargepoint.com
Phone:
325-374-4499
Fax:
325-374-4499
HST#:
Submission Details
Created On: Thursday January 09, 2025 13:06:25
Submitted On: Tuesday February 18, 2025 16:11:32
Submitted By: Don Nguyen
Email: don.nguyen@chargepoint.com
Transaction #: e487df51-Oee9-4b52-b035-dcee8d730ccc
Submitter's I Address: 147.243.241.241
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
Specifications
Table 1: Proposer Identity & Authorized Representatives (Not Scored)
General Instructions (applies to all Tables) Sourcewell prefers a brief but thorough response to each question. Do not merely attach
additional documents to your response without also providing a substantive response. Do not leave answers blank; respond "N/A" if the
question does not apply to you (preferably with an explanation).
Table 1 Specific Instructions. Sourcewell requires identification of all parties responsible for providing Solutions under a resulting master
agreement(s) (Responsible Supplier). Proposers are strongly encouraged to include all potential Responsible Suppliers including any
corporate affiliates, subsidiaries, D.B.A., and any other authorized entities within a singular proposal. All information required under this
RFP must be included for each Responsible Supplier as instructed. Proposers with multiple Responsible Supplier options may choose to
respond individually as distinct entities, however each response will be evaluated individually and only those proposals recommended for
award may result in a master agreement award. Unawarded entities will not be permitted to later be added to an existing master
agreement through operation of Proposer's corporate organization affiliation.
Line
Item
Question
Response
1
Provide the legal name of the Proposer
ChargePoint, Inc.
authorized to submit this Proposal.
2
In the event of award, is this entity the
Y
Responsible Supplier that will execute the
master agreement with Sourcewell? Y or N.
3
Identify all subsidiaries, D.B.A., authorized
ChargePoint sells our products and services direct and we also partner with
affiliates, and any other entity that will be
hundreds of authorized resellers and dsitributors who can also sell the same
responsible for offering and performing delivery
proposed products and services. We wish to continue the current arrangement of
of Solutions within this Proposal (i.e.
allowing any of our authorized partners to resell the proposed products and services
Responsible Supplier(s) that will execute a
in the event we are selected as a qualified technology vendor. Please note that as
master agreement with Sourcewell).
the list of distributors and resellers is very long and considered business sensitive,
we have not included it at this time.
4
Provide your CAGE code or Unique Entity
CAGE: 5FA80
Identifier (SAM):
UEI: E3Y8C7CU9RD8
5
Provide your NAICS code applicable to
ChargePoint general NAICS code: 335999
Solutions proposed.
6
Proposer Physical Address:
240 E. Hacienda Avenue, Campbell, CA 95008, USA
7
Proposer website address (or addresses):
www.chargepoint.com
8
Proposer's Authorized Representative (name,
Mansi Khetani
title, address, email address & phone) (The
Chief Financial Officer
representative must have authority to sign
254 E. Hacienda Ave., Campbell CA 95008
the "Proposer's Assurance of Compliance" on
mansi.khetani@chargepoint.com
behalf of the Proposer):
1-408-841-4500
9
Proposer's primary contact for this proposal
Case Hyatt
(name, title, address, email address & phone):
Public Sector Account Executive
254 E. Hacienda Ave., Campbell CA 95008
case. hyatt@chargepoint.com
770-315-2085
10
Proposer's other contacts for this proposal, if
Drew Blake
any (name, title, address, email address &
Public Sector Account Executive
phone):
254 E. Hacienda Ave., Campbell CA 95008
drew.blake@chargepoint.com
720-593-2434
Claire Garcia
Fleet Grant Development Manager
254 E. Hacienda Ave., Campbell CA 95008
claire.garcia@chargepoint.com
916-475-6649
Table 2A: Financial Viability and Marketplace Success (50 Points, applies to Table 2A and 213)
Line Question
Item
Response`°
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
11
Provide a brief history of your company,
ChargePoint was founded in 2007 with a single mission in mind — to make EV
including your company's core values,
charging easy and convenient so that everyone feels confident in making the
business philosophy, and industry longevity
transition to electric transportation. We are one of the few EV charging technology
related to the requested Solutions.
companies that designs, manufacturers, and sells the entire ecosystem of EV
charging needs — hardware, software, and services — in one seamless solution. This
integrated approach allows ChargePoint to offer an unsurpassed EV driver
experience while ensuring that station owners have all the tools and features
necessary to keep their stations up and running while aligned with their particular use
case.
ChargePoint operates across a broad range of end customers and charging use
cases including individual homeowners, commercial workplaces, fleets, municipalities,
retail, auto OEMs, and more. Our station management software and energy
management solutions help people and businesses shift away from fossil fuels and
manage growing demand for EV charging. The ChargePoint mobile app, the highest
rated app in its segment, allows EV drivers to easily find charging stations, review
prices and availability, authenticate, and pay for charging sessions on our network
wherever their journey takes them. ChargePoint advocacy and partnership with a
variety of EV stakeholders and policy groups throughout the US helps pave the way
for widespread EV adoption.
ChargePoint's core values that drive our day-to-day operations are:
-Be courageous
-Charge together
-Love our customers
-Operate with openness
ChargePoint has built its solution upon four pillars of our business philosophy in
support of making the charging experience easy, flexible, and efficient:
1. Scale: Ability to scale from small scale pilots to large scale adoption across
multiple sites.
2. Experience: Almost two decades of experience in building an effortless charging
experience for all.
3. Quality: Reliable and safe charging solutions utilizing industry standards and
evaluated using ChargePoint's own Advanced Testing Facility, housed within the
ChargePoint headquarters in Campbell, CA.
4. Service: Best -in -class services for every mission, including remote monitoring and
equipment uptime guarantees.
12 What are your company's expectations in the ChargePoint is currently a qualified Sourcewell vendor of EV charging solutions and
event of an award? we would expect similar activities if granted a continuation of that status. As
Sourcewell members inquire about purchasing EVSE and related services provided
under this contract, we anticipate that Sourcewell would direct those members to
ChargePoint where we can assist the member in identifying the best solution, and
the best buying and installation path to fit their needs. ChargePoint and/or our
channel partners would be able to deliver all of the charging station needs and
software solutions described herein.
13
Demonstrate your financial strength and
stability with meaningful data. This could
include such items as financial statements,
SEC filings, credit and bond ratings, letters
of credit, and detailed reference letters.
Upload supporting documents (as applicable)
in the document upload section of your
response. DO NOT PROVIDE ANY TAX
INFORMATION OR PERSONALLY
IDENTIFIABLE INFORMATION.
ChargePoint will also proactively promote the contract. As the industry leader,
ChargePoint has experience deploying large scale programs across North America
and has the resources necessary to quickly train staff and partners on such
initiatives.
ChargePoint will continue to support listing of the opportunity on its popular EV
charger incentives webpage, conduct marketing campaigns to raise awareness of the
opportunity, and support awareness training of our various channel partners and
electrical contractors to broaden the number of entities helping to conduct outreach
and support Sourcewell members.
ChargePoint is uniquely positioned in the industry for long-term growth, thanks to an
asset -light business model. ChargePoint has reported growing annual revenues of
$242M, $468M, and $507M over the past three fiscal years. As of October 31,
2024, ChargePoint reported over $219M in cash on the balance sheet which
provides a substantial reserve to mitigate the impacts of potential short-term
fluctuations in the EV adoption and associated EV charging market. While we
continue to rigorously focus on cash management, we also have access to a $150
million revolving credit facility, which remains undrawn. We have no debt maturities
until 2028, and we have existing capacity on our ATM.
As a result of ChargePoint's established business model, comprehensive portfolio,
recurring revenue, diversified markets, and growing customer base, you can feel
confident in your choice of ChargePoint as your EV charging infrastructure partner.
For a complete listing of SEC financial filings, please visit
https:Hinvestors.chargepoint.com/financials/sec-filings.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
14
What is your US market share for the
This information is difficult to determine as public data sources are limited in terms
Solutions that you are proposing?
of port deployments that are private and/or restricted. The US Department of Energy
(DOE) does mantain the Alternative Fuel Data Center (AFDC) which lists publically
available charging ports. Data collected from that source indicates that more than
44% of the publically accessible networked L2 ports are managed on the
ChargePoint Network. ChargePoint is also the leading network provider for CCS DC
charging ports in the U.S.
15
What is your Canadian market share for the
This information is difficult to determine as public data sources are limited in terms
Solutions that you are proposing?
of port deployments that are private and/or restricted. The US Department of Energy
(DOE) does mantain the Alternative Fuel Data Center (AFDC) which lists publically
available charging ports. Data collected from that source indicates that more than
33% of the publically accessible networked L2 ports in Canada are managed on the
ChargePoint Network. ChargePoint is also the leading network provider for CCS DC
charging ports in Canada.
16
Disclose all current and completed bankruptcy
ChargePoint has no current or completed bankruptcy proceedings.
proceedings for Proposer and any included
possible Responsible Party within the past
seven years. Proposer must provide notice in
writing to Sourcewell if it enters a bankruptcy
proceeding at any time during the pendency
of this RFP evaluation.
17
How is your organization best described: is it
ChargePoint is best described as a manufacturer and service provider. ChargePoint
a manufacturer, a distributor/dealer/reseller, or
designs and develops a turnkey EVSE solution: we design and manufacturer our own
a service provider? Answer the question that
networked charging stations, develop cloud -based network management software,
best applies to your organization, either a) or
provide driver app and web portal analytics, and maintain dedicated driver and
b).
station owner support teams.
a) If your company is best described as a
distributor/dealer/reseller (or similar entity),
ChargePoint has a national direct sales force including regionally based teams and
provide your written authorization to act as a
corporate inside sales department. We also have a sales support team based
distributor/dealer/reseller for the manufacturer
across North America. Direct Sales and Support are employees of ChargePoint. In
of the products proposed in this RFP. If
addition, ChargePoint also has a full, local and national, network of partners across
applicable, is your dealer network
the US and Canada that we engage for sales, installation, and maintenance
independent or company owned?
depending on their discipline. Our partners are not employees of ChargePoint.
b) If your company is best described as a
manufacturer or service provider, describe
ChargePoint intends to be a single vendor contact for Sourcewell members from
your relationship with your sales and service
project planning to sales, installation, and station support. If members require turnkey
force and with your dealer network in
equipment sales and installation services, ChargePoint will work together with an
delivering the products and services proposed
appropriate channel partner to provide the desired proposal structure.
in this RFP. Are these individuals your
employees, or the employees of a third party?
18
If applicable, provide a detailed explanation
ChargePoint's local and national network of partners across the US and Canada are
outlining the licenses and certifications that
trained and certified on the installation of our products through our ChargePoint
are both required to be held, and actually
Training and Certification program. All of our partners have licensed electricians on -
held, by your organization (including third
staff or maintain partnerships with such electricians.
parties and subcontractors that you use) in
pursuit of the business contemplated by this
Sourcewell members have the option of using their own licensed electrician for
RFP.
installation of ChargePoint stations. ChargePoint has installation manuals and videos
available to help facilitate a successful install. In this case, ChargePoint would need
to validate the installation prior to activating an Assure warranty for equipment
maintenance and support; this is a simple review and approval of the work performed.
19
Disclose all current and past debarments or
ChargePoint has never been suspended or disbarred.
suspensions for Proposer and any included
possible Responsible Party within the past
seven years. Proposer must provide notice in
writing to Sourcewell if it enters a debarment
or suspension status any time during the
pendency of this RFP evaluation.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
20
Describe any relevant industry awards or
Below is a list of key awards over the past few years. Please visit
recognition that your company has received in
https://www.chargepoint.com/about/awards for additional details.
the past five years.
2024:
-U.S. General Services Administration (GSA) awarded Federal Risk and Authorization
Management Program (Fed RAMP) certification to ChargePoint for its software
services.
2023:
-Inter Airport Europe 2023 Innovation Awards.
- Busworld Europe E-Mobility Management Winner 2023.
-FreightWaves FreightTech 100 list of most innovative companies in the freight
technology sector.
2022:
-Fast Company Top 10 Most Innovative Companies in North America 2022.
-Global Cleantech 100 Graduate of the Year.
2021:
-Frost & Sullivan 2021 Best Practices Award.
2020:
-2020 Private Titans, Inc. Magazine, America's Largest and Most Inspiring Private
Companies.
-World's Most Innovative Companies for 2020 in Transportation.
21
What percentage of your sales are to the
In the past three years, approximately 20% of our sales are in the government sector.
governmental sector in the past three years?
22
What percentage of your sales are to the
In the past three years, approximately 10% of our sales are in the education sector.
education sector in the past three years?
23
List all state, cooperative purchasing
1. E&I Purchasing Cooperative: Awarded December 2024 - new contract; sales
agreements that you hold. What is the annual
pending.
sales volume for each of these agreement
2. NASPO Valuepoint: Contract held by authorized ChargePoint partner. Actual sales
over the past three years?
information is not available.
3. Canoe Procurement of Canada: Sales volume information to be provided upon
approval from Canoe.
4. Equalis: Actual sales information is not available.
ChargePoint is listed on numerous state, provincial and cooperative purchasing
contracts, either directly or indirectly via channel partners. It is likely that every state
or province where an EVSE contract or authorized vendor list exists, ChargePoint's
products are available either directly or through authorized channel partners.
24
List any GSA contracts or Standing Offers
ChargePoint holds a Kinetic GPO contract; annual sales volume to be provided upon
and Supply Arrangements (SOSA) that you
approval from Kinetic GPO.
hold. What is the annual sales volume for
each of these contracts over the past three
ChargePoint holds an Equalis Group/Sourcing Alliance contract; annual sales volume
years?
to be provided upon approval from Equalis.
Table 213: References/Testimonials
Line Item 25. Supply reference information from three customers who are eligible to be Sourcewell participating entities.
Entity Name"
Contact Name"
Phone Number"
City of Ann Arbor
Simi Barr
734-794-6430 x43729
City of Long Beach
Justin Beck
562-570-6964
City of Beverly Hills
William Hamilton
424-263-9359
Atlanta Public Schools
Anthony Ashley
404-802-5524
City of Rancho Cucamonga
Michael Parmer
909-774-2023
Table 3: Ability to Sell and Deliver Solutions (150 Points)
Describe your company's capability to meet the needs of Sourcewell participating entities across the US and Canada, as applicable. Your
response should address in detail at least the following areas: locations of your network of sales and service providers, the number of
workers (full-time equivalents) involved in each sector, whether these workers are your direct employees (or employees of a third party),
and any overlap between the sales and service functions.
Line Question Response'°
Item
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
26
27
Sales force. ChargePoint has its own regionally based, outside sales teams covering every state
within the US and all of the provinces in Canada. These individuals are based
regionally and able to travel to all client in the territory. We also have dedicated sales
teams for federal, fleet, and public sectors. Our outside sales team is empowered to
travel safely anywhere within their territory to meet with Sourcewell members onsite.
They are also capable of hosting online webinars and training sessions when needed.
Describe the network of Authorized Sellers
who will deliver Solutions, including dealers,
distributors, resellers, and other distribution
methods.
In addition to our outside sales team, we also have corporate based inside sales
teams. Through our marketing efforts, existing client base, and market reputation, we
receive a significant number of inbound inquiries. To streamline this process for
customers, we have a designated inside sales team devoted to all inbound calls and
inquiries from existing and prospective clients. Having a designated team handling
these inbound phone calls ensures inquiries are handled quickly and efficiently. Once a
call is answered and qualified, the inside salesperson connects the customer with the
local regional sales representative. The regional sales representative will work with the
customer from this point. We also have an inside sales team that can assist with
outbound calls. This team can be focused on proactive outreach to Sourcewell
members and will also follow up on leads that are generated through various
marketing initiatives.
ChargePoint also has a team of Solutions Engineers and complex project support
resources that can assist in any presale technical education required to get help
Sourcewell members understand their EV charging options and ultimately develop an
optimized deployment. After deployment, ChargePoint also has a team of Customer
Success Managers (CSMs) who look after all existing customers and will make sure
Sourcewell members are getting the most out of their ChargePoint solutions.
ChargePoint has held an active Sourcewell award since 2018 and has always been
eager to partner with Sourcewell to perform joint marketing or any other contract
development activity believed to drive additional success in all forms. As an example,
ChargePoint has been leveraging and will continue to leverage our marketing team to
run campaigns to generate interest and promote Sourcewell. This has been a
productive approach for other initiatives, such as grants that we have won for our
customers. Our go -to -market approach is quick and seamless which creates a simple
process for clients and partners.Upon securing a new contract, ChargePoint would be
pleased to work with Sourcewell to perform a "relaunch" with the intent of building new
momentum around the refreshed award.
ChargePoint has a network of hundreds of Value Added Resellers located throughout
the US and Canada. These resellers are capable of on -site evaluation, installation,
install estimates, and EV stations sales.
In addition, ChargePoint has a network of thousands of certified installers and dozens
of O&M (Operations & Maintenance) partners located through the United States and
Canada who are qualified to perform engineering, permitting, and construction services
for any type of EVSE. ChargePoint works closely with our customers and partners to
ensure site design, charging station layout, and driver experience is the best in the
industry.
We have multiple national distribution partners offering ChargePoint products in every
state and province. These partners total thousands of locations combined and give us
the reach to tens of thousands of electrical contractors as well as access to local and
state government agencies across the country. ChargePoint's network of distribution
partners have their own sales and marketing teams that they will use to promote the
contract to existing and prospective clients.
Regardless the sales channel, ChargePoint works closely with our customers and
partners to ensure site design, charging station layout, and driver experience is the
best in the industry. As part of an award, ChargePoint will provide a proposed list of
authorized resellers that will be able to offer the same products and services at the
proposed discounts.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
28 If your proposal includes delivery of
services by prequalified contractors,
describe your method of prequalification.
State how prequalified contractors will be
identified or selected by Sourcewell
Participating Entities in the event of
contract award.
29
Service force.
ChargePoint prequalifies contractors installing our charging stations through the
ChargePoint Training & Certification Program. This program allows us to educate our
partners with the knowledge they need to safely, correctly, and efficiently install our
chargers. The ChargePoint Training & Certification Program combines general
electrical and electric vehicle supply equipment (EVSE) knowledge with
actionable product -specific courses. Our curriculum leverages our extensive technical
know-how, partner network, and industry connections to set technicians up for success.
Through this program, our partners benefit in the following ways:
-Generating new business by fulfilling installation and service requests that require a
certified technician.
-Improving customer satisfaction through reduced callbacks after work order completion
and earning recommendations from satisfied customers.
-Increasing efficiency through improved knowledge, spending less time on each order,
regardless of whether they are installing or repairing equipment.
-Developing their expertise by staying up to date on the newest EV charging
technology and establishing their businesses in a rapidly growing industry.
The ChargePoint Training & Certification program offers a modular curriculum, allowing
our partners to master everything they need to know to succeed in the EV charging
space. They can take the AC or DC certifications — or both — and pair them with
practical and actionable product -specific trainings for the exact stations that need to
be installed, commissioned, or repaired.
The ChargePoint Training & Certification program offers the following credentials:
1. AC and DC Certifications. Our partners can hone their expertise on AC and DC
charging through:
-Detailed breakdowns of station components and their functions.
-Considerations for site selection and power distribution.
-International and regional charging protocols and standards.
-Safety protocols, electrical codes, and emergency procedures.
-Charging management and control policies.
2. ChargePoint Product Microcredentials. Our partners can become experts on the
installation, maintenance, and commissioning of any ChargePoint AC or DC fast
charging station.
ChargePoint partners can also add microcredentials to their AC and DC charging
certifications and receive the following accreditations:
-ChargePoint-certified technician — upon earning one (AC or DC) certification and at
least one microcredential.
-Product specialist — upon completing one certification and all microcredentials for a
particular product.
-AC EVSE expert — upon becoming a specialist in all AC charging products.
-DC EVSE expert — upon becoming a specialist in all DC charging products.
Each accreditation provides a badge that technicians can display on Linkedln,
websites, business cards, and other professional materials, so they can show
Sourcewell members that they are ChargePoint certified. They can also work at their
own pace through our various credentials: the ChargePoint Training & Certification
Program is a fully virtual environment. All exams are taken online using an intuitive, AI -
proctored system.
ChargePoint's prequalified contractors can be identified and selected by Sourcewell
Participating Entities by reaching out to our sales team, who can generate a list of
suitable local contractors for each Sourcewell member that meets their unique needs.
Once a Sourcewell member approaches our sales team, their dedicated salesperson
will work directly with them to identify the best available ChargePoint-approved
contractors for their project.
ChargePoint's charging solutions come complete with 24/7 driver and technical support.
Our support team is one of the largest and most experienced customer service force
in the EV charging industry. ChargePoint has a global support team with over 450
trained employees. These numbers do not include our O&M partners that also offer
support services and are located throughout the United States and Canada.
The support organization is divided into driver, station owner, and activations support
teams, with representatives sharing duties and knowledge. Our support teams have an
exceptional record of providing quality service to ChargePoint drivers and station
owners. For more information on our support teams, please see our response to
Question 31.
ChargePoint Support works remotely via the ChargePoint Network to assist drivers
and diagnose station issues. Once issues are determined, Support works with our
network of local O&M partners to perform any required site visits including repairs.
Beyond standard technical support, ChargePoint offers ChargePoint Assure and Assure
Pro, our comprehensive maintenance and management programs that are outlined in
greater detail in our response to Question 31.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
30
Describe the ordering process. If orders will
Sourcewell members can procure directly through ChargePoint or through our national
be handled by distributors, dealers or
network of authorized ChargePoint distibutors/resellers. Distributor/resellers carry
others, explain the respective roles of the
inventory to ship product directly to Sourcwell member. Proposer can also order
Proposer and others.
product from ChargePoint if inventory is low and ChargePoint will ship to Sourcewell
member.
31
Describe in detail the process and
ChargePoint operates a Customer Call Center providing 24/7/365 support and
procedure of your customer service
coverage in multiple languages for EV drivers via a toll -free telephone number, clearly
program, if applicable. Include your
posted on the charging equipment. Live representatives will provide a variety of
response -time capabilities and
services to address customer concerns at the charging stations.
commitments, as well as any incentives that
help your providers meet your stated
For Driver inquiries, customer service representatives will provide a variety of services
service goals or promises.
to address EV driver questions related to their account or with using a ChargePoint
charging station. All ChargePoint charging stations are equipment with advanced
diagnostics and "remote start" capabilities. When customer service receives notice that
minor operational maintenance is needed, the representative will remotely diagnose the
potential causes. If issues cannot be remotely addressed, the ticket is escalated to
Owner Support for follow-up directly with the station owner while Driver Support locates
a nearby charging alternative for the driver to meet the real-time fueling need.
ChargePoint's Technical Owner Support agents are also available to assist station
owners and installation partners via the same toll -free number available 24/7/365.
Representatives help resolve issues from symptom identification, diagnosis, parts
logistics, labor logistics, and resolution validation. If troubleshooting identifies a part to
be replaced, or the issue requires additional onsite troubleshooting, ChargePoint will
then proceed with recommending local technicians visit the site and provide the
necessary parts according to the warranty terms.
Repairs in the field are handled by ChargePoint's national operations and maintenance
(O&M) partners that have all committed to audit requirements and penalties against
service level, liability indemnification, customer warranty, pricing accuracy under fixed
unit pricing terms, and maintenance of required credentials to perform the work
contracted. Customers utilizing ChargePoint's optional Assure offering can rest easy
knowing that ChargePoint will proactively monitor the station for any issues. If an issue
is detected, ChargePoint will acknowledge the issue within one business day and, if
an onsite visit is required, will dispatch labor to the site within one business day of
receipt of parts onsite. By supporting all elements of the charging ecosystem including
hardware and software, ChargePoint's Assure can provide an annual port uptime of
98% or better.
ChargePoint also boasts a robust Customer Success Manager (CSM) team that is
dedicated to ensuring that our customers get the most from their ChargePoint stations
after purchase. Our CSMs are the trusted advisors to our customers who focus
exclusively on the satisfaction of our customers. From onboarding and software
configuration, training, general education and webinars, to being an accessible point of
contact for our valued customers, they create confidence in our customers about our
products, ensuring a positive customer service experience even after the sale. This
team is based at locations across the US and Canada.
32
Describe your ability and willingness to
ChargePoint is currently a qualified EV charging vendor with Sourcewell and your
provide your products and services to
members within the United States (and Canada) and we look forward to continuing to
Sourcewell participating entities.
support your members moving forward. ChargePoint has an established install base,
dedicated sales force, partners, and provide all listed charging hardware, software, and
services throughout the United States.
33
Describe your ability and willingness to
ChargePoint is already a qualified EV charging vendor with Sourcewell and your
provide your products and services to
members within Canada and we look forward to continuing to support your members
Sourcewell participating entities in Canada.
moving forward. ChargePoint has an established install base, dedicated sales force,
partners, and provide all listed charging hardware, software, and services throughout
Canada.
34
Identify any geographic areas of the United
ChargePoint, either directly or by leveraging our extensive network of partners, has the
States or Canada that you will NOT be fully
ability to fully serve all geographic areas of the US and Canada.
serving through the proposed agreement.
35
Identify any account type of Participating
All types of Participating Entities will have full access to our solutions.
Entity which will not have full access to
your Solutions if awarded an agreement,
and the reasoning for this.
36
Define any specific requirements or
ChargePoint does not have any specific requirements or restrictions and are fully
restrictions that would apply to our
available in Hawaii and Alaska. ChargePoint Products can be sold in Puerto Rico and
participating entities in Hawaii and Alaska
the U.S. Virgin Islands, but we do not have the Assure/ Assure Pro Warranty options
and in US Territories.
Ithere. ChargePoint does not have availability in Guam yet.
37
Will Proposer extend terms of any awarded
IYes, ChargePoint will extend terms of an awarded master agreement to non -profits as
master agreement to nonprofit entities?
imany are current customers of ours.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
38
Describe the process for installation of your
As previously detailed, ChargePoint has a network of hundreds of Value Added
products and services and explain the
Resellers located throughout the US and Canada. These resellers are capable of on -
method of quotation, as applicable.
site evaluation, installation, install estimates, and EV stations sales. A subset of these
partner are also Operations and Maintenance (O&M) partners as described below.
ChargePoint also has a network of thousands of certified installers and dozens of
O&M (Operations & Maintenance) partners located through the United States and
Canada who are qualified to perform engineering, permitting, and construction services
for any type of EVSE. ChargePoint works closely with our customers and partners to
ensure site design, charging station layout, and driver experience is the best in the
industry.
Our installation partners can handle the entire process, from design/engineering, to
permits, to construction, to installation. These partners can also provide installation
quotes by performing in -person on -site assessments with their local staff. With our
number of install partners across North America, there will virtually always be a partner
within a reasonable distance of a Sourcewell member who needs a site assessment,
design/engineering, permitting, construction, and/or installation and many other services.
In addition to our partners providing installation quotes, ChargePoint can also directly
provide installation quotes to Sourcewell members through our Professional Services
team.
After installation, ChargePoint will then provide a commissioning service for any DC
station as well as activate all stations on the ChargePoint Network. Station Activation
& Configuration Service includes activation of cloud services and configuration of radio
groups, custom groups, connections, access control, visibility control, pricing, reports
and alerts. DC station commissioning includes on -site verifying and testing the
installation, connection to the ChargePoint network, completing software updates and
pairing Express configuration if applicable, and provision of a final commissioning
report.
39
Demonstrate your capabilities to provide
1. Atlanta Public Schools - Provided project management services along with charging
solutions offered by providing a list of
hardware and software to serve 50 electric school buses that are operated by the
significant government, public agency, or
district.
similar entity projects completed in the past
2. Rancho Cucamonga - High-powered DC fast charging serving the general public.
five (5) years.
3. City of Philadelphia - High-powered DC fast chargers installed across city owned
sites serving the city's fleet and emergency response vehicles.
4. State of Colorado - ChargePoint's buildout of public DC fast charging infrastructure
along Alternative Fuel Corridors (AFCs) across the state through the National Electric
Vehicle Infrastructure (NEVI) Program.
5. Town of Vail - High-powered DC fast chargers dedicated to supporting the town's
fleet of electric transit buses.
6. Whatcom Transportation Authority - High-powered DC fast chargers dedicated to
supporting Whatcom's fleet of electric transit buses.
7. University of Michigan - Deployed 12 DC fast charging ports.
8. City of Ann Arbor - High-powered DC fast chargers dedicated to supporting the
city's fleet of electric refuse trucks.
9. ChargePoint has also completed countless projects with Federal government
agencies, including, but not limited to, the U.S. Navy, Naval Facilities Engineering
Systems Command (NAVFAC), the Department of Army Fort Benning, Fort Knox, Fort
Bragg, and many others. The U.S. Postal Service has purchased thousands of our
stations, and the Tennessee Valley Authority (TVA) has purchased several million
dollars' worth of our CPE250 charging station.
Table 4: Marketing Plan (100 Points)
Line Question Response*
Item
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
40
Describe your marketing strategy for
promoting this opportunity. Upload
representative samples of your
marketing materials (if applicable) in
the document upload section of your
response.
ChargePoint will use the following strategy to promote this contract:
Outside Sales: Our sales team and account executives will proactively reach out to all
Sourcewell members within their assigned territories to promote the contract. The team is
already familiar with Sourcewell and the competitive advantage it brings to them.
-Inside Sales: Our inbound team will be able to promote the contract to all inbound
inquiries that come in. As mentioned in Question 26, we receive a significant number of
inbound leads from potential/existing Sourcewell members, and our inbound team will
promote this contract to everyone and educate them on the details of how they can take
advantage of it. Our outbound team will focus on proactive outreach to Sourcewell members
and all government agencies. They will also call on leads that get generated through our
marketing efforts. We have the tools necessary to track leads through campaigns and call
on lead lists.
-Marketing: Upon award, we will do a formal announcement across various channels to get
the word out about our continued Sourcewell contract. We will perform regular marketing
campaigns to educate the market on this contract. In addition to any help Sourcewell can
provide with contact information, we have the tools necessary to quickly pull customer
contact information for email campaigns.
-Webinars: ChargePoint will offer to create webinars that highlight the benefits of the
Sourcewell contract with real life testimonials. These webinars can be vendor neutral and
positioned as an educational presentation.Trade shows: ChargePoint participates in various
tradeshows/events around the country and will have marketing material available highlighting
our partnership with Sourcewell and details of the contract.
Incentives: We will match all state, local,utility, and federal incentives to Sourcewell
members and proactively educate prospects about the value of both the incentive program
and the Sourcewell partnership.
-Distribution Network: Our large distribution/partner network also have sales and marketing
teams primarily supporting electrical contractors. Contractors are often a first touch point for
customer exploring a charging solution. ChargePoint will work closely with its partners to
help them develop effective marketing strategies. We will also train their sales team to
effectively leverage this contract. We will have regular follow up calls and trainings to make
sure this contract stays top of mind.
Examples of our outreach:
1. ChargePoint Incentives Website: https://www.chargepoint.com/incentives/commercial/.
2. ChargePoint's continued annual presence at the ACT Expo: North America's largest
clean fleet show.
3. ChargePoint's recent "EV Charging Incentives 101" webinar in April 2024 that highlighted
a variety of funding sources accessible to Sourcewell members. A recording of the webinar
can be viewed here: https:Hinfo.chargepoint.com/2024-ev-charging-incentives-101.htm1.
4. ChargePoint's recent "Public Sector Webinar" that highlighted electrification for public
sector entities, a key membership of Sourcwell. A recording of the webinar can be viewed
here: https:Hinfo.chargepoint.com/public-sector-webinar.html.
5. ChargePoint's "How to Leverage Sourcewell to Get EV Charging" webpage, hosted on
the ChargePoint website, which describes how Sourcewell members can use Sourcewell to
electrify. The webpage can be accessed here: https://www.chargepoint.com/resources/how-
I eve ra g e-so u rc ew e I I-get-ev-charging .
6. ChargePoint's "Education" webpage, hosted on the ChargePoint website, which
describes how Sourcewell members in the education sector can use Sourcewell to electrify.
The webpage can be accessed here: https://www.chargepoint.com/solutions/education?
srsltid=Afm BOorHBK-710zUOGMcekm B1 wa9N2VcpceCDH2k-ZSkbcjzdVzUefal.
7. ChargePoint's Sourcewell email campaign (image attached to response).
8. ChargePoint's Sourcewell email campaign focused on motor pool fleets (image attached
to response).
9. ChargePoint's Sourcewell email campaign focused on municipal fleets (image attached
to response).
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
41
Describe your use of technology and
Our marketing approach leverages technology to quickly pull contact information from
digital data (e.g., social media,
prospective customers and generate marketing campaigns. ChargePoint is often involved in
metadata usage) to enhance
new programs, contracts, grants, etc. and can get messaging out to market extremely
marketing effectiveness.
quickly.
We leverage various marketing tools using technology and digital data to generate leads
and manage them through the sales funnel:
-Organic social posts (Facebook, Linkedln, Twitter, Instagram).
-Digital advertising (banner ads, social ads, paid search, retargeting).
-Premium content (gated on chargepoint.com).
-Syndicated content.
-Organic search.
-Charging Forward blog.
-Chargepoint.com business, vertical and roles pages.
-Credits and Incentives web page with link to lead form on chargepoint.com.
-Forms (content downloads).
-Request a station (CP.com).
-Events (webinars, industry events, partner events).
-Email campaigns (purchased lists, contacts from inbounds).
-Marketing automation.
-Downloads of content/other assets.
-Inbound calls.
-Sales Development Reps (SDR) outbound calls.
-Customer referrals.
-Driver referrals.
42
In your view, what is Sourcewell's role
ChargePoint has a collaborative and effective partnership in place with Sourcewell with its
in promoting agreements arising out of
current contract.
this RFP? How will you integrate a
Sourcewell-awarded agreement into
ChargePoint would view Sourcewell as a marketing partner to help promote this contract.
your sales process?
We would look for support on an initial announcement to current members notifying them of
this renewed opportunity. We have methods of gathering contact information, however, hope
that you will be able to share membership contact information for ongoing outreach and
marketing campaigns. The value of providing us with this information will allow us to move
quicker and more efficiently.
We would also look for opportunities to collaborate on co -branded marketing initiatives that
adhere to ChargePoint's brand guidelines. With Sourcewell's well established relationship
with its members and ChargePoint expertise in EV charging, working closely together on
marketing initiatives will ensure members feel they are in good hands with their EV
charging needs.
The Sourcewell contract will be part of every discussion we have with existing and potential
Sourcewell members. We are speaking with government agencies every day and leveraging
this contract will benefit all stakeholders (Sourcewell, Sourcewell members and ChargePoint).
43
Are your Solutions available through
Similar to other types of customers, for most Sourcewell members, choosing and
an e-procurement ordering process? If
implementing a successful charging solution is an unfamiliar experience. This is why
so, describe your e-procurement
ChargePoint has developed the most extensive, expert sales team in the industry and make
system and how governmental and
these resources available to customers exploring our space. With our help, we're confident
educational customers have used it.
customers will be put in a position to implement successful projects. Primarily for this
reason, ChargePoint does not have its own e-procurement system; our GSA Schedules are
online via www.gsaadvantage.gov.
Table 5A: Value -Added Attributes (100 Points, applies to Table 5A and 513)
Line Question Response'°
Item
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
44
Describe any product, equipment,
As standard practice Sourcewell members have access to the following at no additional cost:
maintenance, or operator training
For installers and service technicians, we host a variety of resources at ChargePoint
programs that you offer to
University, our online learning portal. You may access training via laptop, tablet or
Sourcewell participating entities.
smartphone, 24/7 through www.chargepointuniversity.com. ChargePoint University offers
Include details, such as whether
courseware and certifications, developed by experienced industry experts, for professionals
training is standard or optional,
who install ChargePoint charging stations.
who provides training, and any
For users of ChargePoint cloud services and charging hardware, ChargePoint provides
costs that apply.
general training and educational videos through our YouTube channel, as well as product
training through our ChargePoint University e-learning platform. Station operators also have
access to an FAQ and How -To guides and videos within the charge management system
and can always call our toll -free support number for additional assistance. In addition, we
provide a "self guided tour" of our software platform which can be accessed at:
hftps://www.chargepoint.com/businesses/software/tour.
For DC stations, ChargePoint will be on site to support commissioning of charging stations
and can provide in -person training on using the charging stations at that time. On an
ongoing basis, the ChargePoint Solutions Engineering team is available via email or phone
to answer questions or provide additional virtual training at no cost. Additional in -person
trainina can be provided for a fee.
45
Describe any technological
advances that your proposed
Solutions offer.
ChargePoint is one of the most innovative EV charging companies in the industry today as
evidenced through our $300+ million investment in research and development over the past
two years alone. We remain actively engaged in all elements of the EV charging ecosystem
through engagement with technical consortiums, participation in shaping standards and policy,
in addition to our close relationships with auto OEMs to anticipate the needs of future
vehicle platforms. The following are highlights of some of the innovations that will support
your charging initiative.
NACS/J3400 Connector
As a technology company enabling hosts to offer charging to their customers, employees,
and fleets, our charging solutions have always been available for multiple connectors including
CCS1, CHAdeMO and J1772 in North America. We now also offer NACS connector
solutions on a variety of ChargePoint hardware including the CPE250/280, Express Plus,
CPF50, CP6000, and the award -winning Home Flex. Thanks to this approach, existing
customers can be confident their investment today is protected.
ChargePoint Omni Port
ChargePoint recently announced the ChargePoint Omni Port solution that ensures any EV
can charge in any parking space, regardless of its connector type and without an expensive
additional cable or adapter. Omni Port ensures public charging ports are future -ready, and
designed to support vehicles that are already on the road as well as EVs coming to
market. Omni Port also eliminates the hassle of carrying adapters while forming a simpler,
more convenient charging experience. ChargePoint Omni Port is available today at no
additional cost for the CP6000 50A models and can be added for an additional fee on the
80A models. It is also available on the Express Plus Power Link 2000 series for public DC
fast charging use cases.
CPF50 Upgrade
ChargePoint recently upgrade the CPF50 to provide greater reliability and help reduce costs.
This includes embedding the cellular modem into each unit allowing each port to serve as a
direct gateway to the cloud. This will improve reliability and reduce complexity and
associated costs with installing the separate gateway. In addition, the circuit board will also
undergo a refresh to update internal components.
Megawatt Charging System (MCS)
ChargePoint is integrating the Megawatt Charging System (MCS) into its existing portfolio of
Express Plus Power Link 2000 products. Initially, MCS will deliver up to 1.2 Megawatt. It will
also support bi-directional charging and will enable output of up to 3 megawatts in the future
before vehicles capable of accepting such charge are available. The system is also
designed for charging in marine and aviation applications. With MCS, ChargePoint will
enable its customers to meet their electrification needs for even their largest EVs.
ChargePoint is already conducting interoperability testing now to a seamless MCS
deployment. This system will help support the electrification of EVs with the largest battery
packs, such as Class 8 trucks.
Pantograph
ChargePoint recently announced our inverted Pantograph option in support of the continued
trend of transit agencies towards charging electric buses at higher rates and high overhead
connectors. The ChargePoint's Pantograph solution is part of the Express Plus platform and
enables 500 kW DC charging to provide a major, future -proof upgrade to any catenary -fitted
depot.
AI -powered picture -to -resolution
ChargePoint has an AI -powered driver support tool to rapidly accelerate the diagnosis and
repair of charging stations in the field. The software utilizes Al for the first time in the EV
charging space to identify physical charger issues, thereby improving their uptime. This
software is the latest deliverable of ChargePoint's ongoing investment in charging station
reliability. The software is user-friendly on the outside, yet sophisticated behind the scenes.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
46 Describe any "green" initiatives
that relate to your company or to
your Solutions, and include a list
of the certifying agency for each.
All a driver needs to do when encountering a nonfunctional charging station is submit photos
via an improved "report a problem" feature in the ChargePoint app. The app links the issue
to the driver's location and analyzes the images for anomalies, discovered thanks to a
multitude of inputs utilized to train the technology for the EV charging domain. Once the
software identifies the issue, it relays the information to ChargePoint's Network Operations
Center, eliminating the need for most on -site inspections, considerably shortening the time to
resolution. Drivers who report an issue will be able to track repair status in their app, and
their report will automatically generate an alert for that station's owner, streamlining a repair
process which often requires their authorization.
Anti -vandalism features
ChargePoint currently leads the way in solving EVSE industry challenges with innovative
vandalism prevention solutions. We have developed cut -resistant cables using proprietary,
patent -pending technology to mitigate the growing issue of theft. Additionally, ChargePointg
Protect offers advanced real-time protection by detecting cable cutting, triggering audible and
visual alarms, and notifying station owners via SMS and email. These features work together
to minimize repair costs, reduce downtime, and safeguard charging equipment. We are
committed to providing the best charging experience for drivers, ensuring long-term reliability
and peace of mind for drivers and charging site hosts alike.
ChargePoint is committed to protect, utilize, and manage our natural resources and reduce
our carbon footprint to prevent pollution and to continually improve the air we breathe, the
water we drink, and the earth we inhabit. Sustainability at ChargePoint means conducting
our business in a manner that acknowledges and takes responsibility for our direct and
indirect impact on the environment. This means that we will conserve energy, dispose of
waste responsibly, and reduce pollutants and other byproducts our activities may generate.
All employees and contractors are responsible for ensuring that they take sustainability into
account in their day-to-day decision -making. By conducting our business in this manner, we
align our long-term success with the earth's ecological well-being, and create enduring
benefits for our shareholders, customers, employees, and the communities we live and work
in.
Examples of our internal sustainability initiatives include:
Environmental Quality Management System: ChargePoint is ISO 14001 certified under the
international standard for Environmental Management System. As part of our status of ISO
14001 certification, we also be asking our suppliers if they are certified themselves or if they
plan on getting certified which will get weighed into the decision to do business with such
entities.
Energy Star: The first ENERGY STAR@ certified EV commercial and residential charging
stations on the market; Today all ChargePoint EVSEs are ENERGY STAR certified.
RoHS: ChargePoint chargers have been designed and tested to be RoHS-compliant.
Enabling Sustainability for our Customers: ChargePoint is also passionate about the part we
play in our and our customers' sustainability programs. EV charging helps slow climate
change or even eliminate emissions altogether when paired with renewable electricity
sources. ChargePoint supports customers, tenants, and employees in switching to an EV by
ensuring this 'green' amenity is inherent to the infrastructure where people live, work and
play. This includes reporting of GHG reductions that station owners can use to track their
progress.
ChargePoint Awards
ChargePoint is pleased to have been recognized for our efforts to build a more sustainable
future by the following entities:
+ Top 10 Most Innovative Companies (2022): Fast Company
+ Cleantech 100 Graduate of the Year (2022): Global Cleantech
+ Acterra Award (2019): Environmental innovation award.
+ Global Cleantech Hall of Fame (2018): Global Cleantech 100 List
+ Clean Air Champion Award (2017): From East Bay Clean Cities
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
47
Identify any third -party issued eco-
labels, ratings or certifications that
your company has received for the
Solutions included in your Proposal
related to energy efficiency or
conservation, life -cycle design
(cradle -to -cradle), or other
green/sustainability factors.
All ChargePoint hardware products are Energy Star certified by the US EPA in partnership
with the US Department of Energy, which means our products are highly energy efficient, so
Sourcewell members can rest assured knowing their ChargePoint charging stations use
comparatively less energy to operate, saving money and reducing waste.
Environmental Management Systems ISO 14001:2015 certification: ISO 14001 is the
internationally recognized standard for environmental management systems (EMS). It provides
a framework for organizations to design and implement an EMS, and continually improve
their environmental performance. By adhering to this standard, organizations can ensure they
are taking proactive measures to minimize their environmental footprint, comply with relevant
legal requirements, and achieve their environmental objectives. The framework encompasses
various aspects, from resource usage and waste management to monitoring environmental
performance and involving stakeholders in environmental commitments. ChargePoint is proud
to be ISO 14001:2015 certified.
RoHS: ChargePoint chargers have been designed and tested to be RoHS-compliant in
Europe. RoHS stands for Restriction of Hazardous Substances. RoHS, also known as
Directive 2002/95/EC, originated in the European Union and restricts the use of specific
hazardous materials found in electrical and electronic products. All applicable products in the
EU market after July 1, 2006, must pass RoHS compliance.
ChargePoint owns an Advanced Test Facility, housed within our headquarters in Campbell,
CA, that exposes all of our products to extreme environmental accelerated life cycle testing.
Tests include solar loading, extreme heat, extreme cold, humidity, seismic, focused
pressurized water, impact, and dozens of other tests designed to improve product reliability
and longevity. Higher reliability, less on -site visits, fewer replacement parts, and longer life
span all contribute to lessening environmental impact.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
48
What unique attributes does your
company, your products, or your
services offer to Sourcewell
participating entities? What makes
your proposed solutions unique in
your industry as it applies to
Sourcewell participating entities?
ChargePoint is a complete systems provider, offering the highest level of integration of
hardware, software, and services, and delivering the best value in the industry. Our charging
stations, mobile applications, and network management platform are designed to work
seamlessly together to provide the best station owner and driver experiences in the market.
ChargePoint's extensive technical expertise and fully integrated portfolio also allows
ChargePoint to work rapidly with key partners to develop new, innovative solutions in support
of a rapidly evolving market. Simply put, ChargePoint is unlike any other charging solution
provider in that it provides the scale, experience, service, and quality necessary to make any
EV charging initiative a success.
Experience
An integrated experience provides an effortless charging experience for station owners and
drivers. It ensures consistent performance, efficiency, and reliability at every touchpoint
whether one is using a mobile app, plugging into a charging station, managing the station or
analyzing charging data. ChargePoint has more than 300,000 activated places to charge on
its network, with access to an additional 800,000 public places to charge through roaming
integrations with other major networks. ChargePoint is the only company that delivers
solutions that provide an integrated EV charging experience for businesses and drivers
across every touch point and for every use case. We design, develop, and manufacture
complete, integrated hardware and software solutions for every charging scenario: from home
and multifamily to workplace and fleet. From a top -rated mobile app and award -winning
services and support to the most reliable network and stations, ChargePoint has you
covered.
Scale
As EV adoption grows and charging becomes a necessity for your business, you want to
rest assured that the charging solution you invest in today will set you up for success in the
future by enabling you to support more drivers, add the latest software features and expand
your EV fleet with minimal disruption to your business. The EV charging solution you invest
in today must set you up for success tomorrow. ChargePoint offers seamless scalable
solutions that grow with your business. We will help you get started easily, up to speed
quickly and, when the time comes, ramp up effortlessly —all with minimal disruption to your
business. Our extensive expertise with incentives, rebates and grants will even save you
money every step of the way. No wonder 80% of Fortune 50 companies are ChargePoint
customers.
Quality
You need an EV charging solution that just works no matter how it is used, where it is used
or when it is used. A solution that is so reliable that you can just set it and forget it. Your
EV charging solution has to work, every time. That is why ChargePoint is the only company
that has made a major investment in quality testing on all our stations and software.
ChargePoint is the only EV charging solutions company with an advanced in-house testing
lab. We rigorously test all our stations and software to ensure your investment can stand up
to any element, scenario, or mishap. All our products are UL-listed, ENERGY STAR@ and
CE (EU) certified, and our modular design minimizes downtime. With so much riding on the
New Fueling Network, your EV charging solution just has to work, every time. With
ChargePoint, it will.
Service
Best -in -class support is essential for providing a high caliber experience for all participants in
the fueling network, whether one is driving a personal vehicle, delivering goods, driving work
vehicles, or riding shared transport.
Security
In 2024, ChargePoint's software solutions received FedRAMP certification. The Federal Risk
and Authorization Management Program (FedRAMP) is a program housed in the U.S.
General Services Administration (GSA) and created to standardize the assessment,
authorization, and monitoring of cloud computing services used by federal agencies. Cloud
service providers (CSPs), software -as -a -service (SaaS) companies, and other cloud providers
seeking to work with federal government agencies need to demonstrate FedRAMP
compliance to do business with federal agencies. ChargePoint was among the first EVSE
OEMs to achieve this stringent certification, demonstrating that our software solutions meet
the highest standard of cybersecurity.
Technology
ChargePoint has a number of unique attributes related to technological developments that set
us apart from other charger OEMs. From Omni Port, to MCS, to AI -empowered
troubleshooting, to anti -vandalism features, ChargePoint's products remain at the cutting edge
of technological advancement. For more information on our technological developments,
please see our response to Question 45.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
49 Describe all end -user payment EV drivers can register with a ChargePoint driver account to enable greater functionality and
methods offered for charging, as convenience via the ChargePoint Network. This is a free service to EV drivers and does not
applicable. any subscription or any setup fee to join. ChargePoint offers a variety of payment options to
ensure EV Drivers can have the flexibility to pay the way they want. Depending on the
station operator needs and how they configure their ChargePoint networked station, EV
drivers will be able to use multiple point -of -sale methods including:
-Credit Card: Drivers may use a contactless credit card or call the toll -free number clearly
displayed on every station 24/7 to authorize charging. EV drivers will be able to pay via a
credit card without having a ChargePoint account or the mobile app.
-Apple Pay and Google Pay "Tap to Pay": ChargePoint stations are compatible with Apple
and Android phones using NFC technology with Google Pay and Apple Pay, allowing drivers
to pay by tapping their phones at the station as if they were using a contactless credit card.
No membership or registration required.
-ChargePoint Account and RFID Card: New drivers can open an account online and sign up
to receive a free ChargePoint card. The driver's ChargePoint account is synched to the
driver's credit card, PayPal, Google Pay, or Apple Pay as a funding source.
-ChargePoint Mobile App: EV drivers can start and stop charging with just one tap in the
mobile ChargePoint app. Like the ChargePoint RFID card, this app is synched to the
driver's ChargePoint account.
-Smartphone and Smartwatch "Tap to Charge": ChargePoint drivers can use the NFC
capabilities of their Android or Apple smartphone or smartwatch and tap at the station in
lieu of using an RFID card. This feature ties the session to the driver account, enabling all
features of the mobile application and activity tracking.
-Roaming Between Networks: ChargePoint registered drivers can utilize the ChargePoint app
to initiate a charging session on any implemented roaming partner charging network, and
conversely can utilize a roaming network's account to activate a station on the ChargePoint
Network. ChargePoint is a founding member of the effort to develop roaming agreements
between all major charging networks to help charging seamless for all EV drivers.
50
Identify the data collected when
your equipment, products, and
services are accessed by an end -
user.
ChargePoint handles the entire billing process on behalf of all parties to make it easy for all.
All payment processing, funds transfer and collections are handled automatically with
ChargePoint aggregating and remitting the balance, net fees, to the station operator on a
quarterly basis.
As it related to data privacy, ChargePoint is committed to the security of all customers' data
and service. ChargePoint has achieved some of the most stringent information security
standards in the industry as we are certified under PCI DSS, ISO 27001, SOC II Type II,
Fed Ramp (the U.S. government standard for highly secure cloud services), and comply to
GDPR and CCPA privacy requirements. Please visit our Trust Center to learn more about
ChargePoint's security posture and request access to security documentation:
https://trust.chargepoint.com/. For specific on our privacy policy, which includes information we
collect, please visit https:Hna.chargepoint.com/privacy_policy.
As it relates to charging data available to users, ChargePoint provides extensive monitoring
and reporting capabilities in a user-friendly and highly flexible web interface. ChargePoint
stations are continuously communicating over the ChargePoint network and status updated in
real-time and available on the web -based admin interface and via push alerts. The
ChargePoint web interface provides the tools necessary to actively monitor and manage all
stations, including near real-time status for each port, making it easy to view important data
in a clear and concise table format. All data reports may be exported to Excel or CSV
format from the reports page directly. The categories of reporting available on the
ChargePoint web portal
include:
-Analytics: A large collection of information, including peak occupancy, session information,
energy dispensed, and GHG savings. There are several reports under Analytics including the
Unique Driver Report, Session Length Histogram Report, and the Average Utilization Report.
-Financial: If a fee is associated with charging, this report shows the monthly Flex Billing
statement, including how much Drivers spent charging at the Organization's stations, and how
much money the Organization receives monthly.
-Logs: A chronology of configuration changes and the success or failure of any attempt by
the ChargePoint cloud to download information to the stations.
-Audit Trail: All configuration and other actions including the user account that performed the
action.
-Alarms: A table of station events, including service -affecting faults.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
51
Describe applicable data security
ChargePoint is committed to the security of all customers' data and service. ChargePoint
measures and identify any services
has achieved some of the most stringent information security standards in the industry as we
performed outside the US or
are certified under PCI DSS, ISO 27001, SOC II Type II, FedRamp (the U.S. government
Canada, as applicable.
standard for highly secure cloud services), and comply to GDPR and CCPA privacy
requirements. Please visit our Trust Center to learn more about ChargePoint's security
posture and request access to security documentation: https://trust.chargepoint.com/.
As further evidence of ChargePoint's commitment to cyber security, ChargePoint's software
solutions was the first to receive FedRAMP certification. The Federal Risk and Authorization
Management Program (FedRAMP) is a program housed in the U.S. General Services
Administration (GSA) and created to standardize the assessment, authorization, and
monitoring of cloud computing services used by federal agencies. Cloud service providers
(CSPs), software -as -a -service (SaaS) companies, and other cloud providers seeking to work
with federal government agencies need to demonstrate FedRAMP compliance to do business
with federal agencies.
ChargePoint also maintains PCI compliance and is audited on an annual basis by Coalfire,
an independent 3rd party Qualified Security Assessor (QSA). Coalfire has more than 17
years' experience in IT security and compliance, serving thousands of client organizations
across the United States and Europe. Their client list includes 3M, AWS, Azure, Orion
Health, Concur, InstaMed, and many more.
ChargePoint's Information Security Policy is based on the PCI-DSS 3.2.1 information security
standard. We review our policy at least annually. The PCI DSS standard requires a
comprehensive information security policy that is used throughout the organization and is
distributed to all system users, including contractors, vendors, and business partners.
ChargePoint uses this chapter of its policies, Requirement 12, as a stand-alone security
policy for that purpose, in addition to Requirement 12's other functions within the PCI
standard.
ChargePoint provides services to thousands of customers through a cloud -based platform that
is hosted at Amazon AWS. The IT infrastructure that AWS provides to its customers is
designed and managed in alignment with security best practices and a variety of IT security
standards, including:
-SOC 1/SSAE 16/ISAE 3402 (formerly SAS70), SOC2, SOC3.
-FISMA, DIACAP, and FedRAMP.
-DOD CSM Levels1-5, PCI DSS Level1.
-ISO 9001 / ISO27001.
-ITAR, FIPS140-2, and MTCS Leve13.
The production environment at AWS is isolated from the ChargePoint corporate network.
ChargePoint also has no connect to any of our partner networks. The charging stations all
communicate over the cellular network, bypassing the need for any local IT connectivity.
Access to the cloud -based platform is via standard web browser with no plugins required.
52
Demonstrate your capabilities
ChargePoint's standard hardware warranty is one-year parts only for commercial stations. To
around long-term stewardship of
provide greater peace of mind, ChargePoint recommends our Assure service for ChargePoint
proposed equipment, products, or
manufactured commercial charging stations for Sourcewell members. With Assure,
services offered such as
ChargePoint takes responsibility for fixing hardware issues by providing parts, labor, and
maintenance, performance
orchestration of repairs by expert support specialists. Proactive monitoring, regular reports
warranties and guarantees,
and unlimited changes to station policies are included with Assure, as well as one business
operational uptime, hardware
day response to requests and 98% annual uptime. Sourcewell members can also get
warranties, and similar stewardship
professional guidance when configuring their stations to make the most of their charging
functions.
stations.
Summary of Assurefeatures:
-24x7 proactive station health monitoring.
-Dispatch of repair technicians when required.
-Next business -day, on -site response after parts are delivered.
-Unlimited software configuration changes.
-98% annual uptime.
-Monthly reports and detailed quarterly reports of station performance metrics.
-Coverage of labor for repairs typically not covered under standard warranty such as
vandalism, abuse, and accidents.
For an even higher level of service, Sourcewell members can leverage our Assure Pro
offering. Assure Pro provides all the benefits of Assure, plus best -in -class EV station support,
monitoring, and maintenance designed to meet the needs of mission critical charging
operations. With Assure Pro, ChargePoint takes responsibility for safeguarding customers'
chargers by providing mission -critical remote support, proactive monitoring, and coordination
of on -site repairs by expert support specialists. Assure Pro offers the benefits provided by
Assure with enhanced response times including one hour response, 24 hour issue resolution,
and a 99% uptime target along with annual preventative maintenance.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-9OE2-BOFB2983F663
Table 513: Value -Added Attributes
Line
Item
Question
Certification
Offered
Comment
53
Select any Women
Minority Business
f Yes
ChargePoint is not a certified diverse owned company,
or Minority Business
Enterprise (MBE)
r No
however we partner with many entities that are certified as
Entity (WMBE), Small
such and can provide the same proposed ChargePoint
Business Entity
products and services at the noted discount. We welcome the
(SBE), or veteran
opportunity to share this list of companies upon request.
owned business
certifications that your
company or hub
partners have
obtained. Upload
documentation and a
listing of dealerships,
HUB partners or re -
sellers if available.
Select all that apply.
54
Women Business
f Yes
ChargePoint is not a certified diverse owned company,
Enterprise (WBE)
F No
however we partner with many entities that are certified as
such and can provide the same proposed ChargePoint
products and services at the noted discount. We welcome the
opportunity to share this list of companies upon request.
55
Disabled -Owned
f Yes
ChargePoint is not a certified diverse owned company,
Business Enterprise
F No
however we partner with many entities that are certified as
(DOBE)
such and can provide the same proposed ChargePoint
products and services at the noted discount. We welcome the
opportunity to share this list of companies upon request.
56
Veteran -Owned
f Yes
ChargePoint is not a certified diverse owned company,
Business Enterprise
F No
however we partner with many entities that are certified as
(VBE)
such and can provide the same proposed ChargePoint
products and services at the noted discount. We welcome the
opportunity to share this list of companies upon request.
57
Service -Disabled
f Yes
ChargePoint is not a certified diverse owned company,
Veteran -Owned
F No
however we partner with many entities that are certified as
Business
such and can provide the same proposed ChargePoint
(SDVOB)
products and services at the noted discount. We welcome the
opportunity to share this list of companies upon request.
58
Small Business
f Yes
ChargePoint is not a certified diverse owned company,
Enterprise (SBE)
F No
however we partner with many entities that are certified as
such and can provide the same proposed ChargePoint
products and services at the noted discount. We welcome the
opportunity to share this list of companies upon request.
59
Small Disadvantaged
f Yes
ChargePoint is not a certified diverse owned company,
Business (SDB)
F No
however we partner with many entities that are certified as
such and can provide the same proposed ChargePoint
products and services at the noted discount. We welcome the
opportunity to share this list of companies upon request.
60
Women -Owned Small
f Yes
ChargePoint is not a certified diverse owned company,
Business (WOSB)
F No
however we partner with many entities that are certified as
such and can provide the same proposed ChargePoint
products and services at the noted discount. We welcome the
opportunity to share this list of companies upon request.
Table 6A: Pricing (400 Points, applies to Table 6A and 613)
Provide detailed pricing information in the questions that follow below.
Line Question
Item
61 Describe your payment terms and accepted payment
methods.
Response*
Net 30. ChargePoint channel partners may offer varying payment
terms at their discretion.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
62
Describe any leasing or financing options available for use
ChargePoint supports the following options for procurement of
by educational or governmental entities.
charging stations and associated services. In addition to the options
available below, ChargePoint's channel partners may also offer
additional financing and leasing plans.
Outright Purchase
Upfront payment of all goods and services. ChargePoint and
associated partners then fulfill installation works, network services and
ongoing support in accordance with contractual agreements.
Financing Options
ChargePoint partners with major financial providers to offer a full
finance offer for all ChargePoint services as well as site make-ready.
A simple monthly payment covers all bundled costs over the course
of the agreed term with a final payment option for ownership of
stations to transfer to Sourcewell and its members.
63
Describe any standard transaction documents that you
1. ChargePoint Master Services and Subscription Agreement (MSSA)
propose to use in connection with an awarded agreement
found at https://www.chargepoint.com/legal/mssa/.
(order forms, terms and conditions, service level
2. ChargePoint Terms and Conditions of Purchase found at
agreements, etc.). Upload all template agreements or
https://www.chargepoint.com/legal/termsandconditions.
transaction documents which may be proposed to
3. ChargePoint Support Services Terms and Conditions found at:
Participating Entities.
https://www.chargepoint.com/legal/support-services/.
4. ChargePoint Deployment and Consulting Services Terms and
Conditions found at https:/twww.chargepoint.com/legal/deployment-
consulting -services.
64
Do you accept the P-card procurement and payment
Yes. ChargePoint and various channel partners can accept credit
process? If so, is there any additional cost to Sourcewell
cards for payment.
participating entities for using this process?
65
Describe your pricing model (e.g., line -item discounts or
ChargePoint has provided a detailed line -item price book showing
product -category discounts). Provide detailed pricing data
list price and proposed discount level for Sourcewell members.
(including standard or list pricing and the Sourcewell
Please see attachment titled "ChargePoint Pricing and Discounts
discounted price) on all of the items that you want
2025". This book is broken into distinct product categories to
Sourcewell to consider as part of your RFP response. If
simplify review. Those categories are Charging Stations, Network
applicable, provide a SKU for each item in your proposal.
Services, Assure Maintenance Plans, and Accessories. While we
Upload your pricing materials (if applicable) in the
commit to maintain the discount level for the term of the contract, the
document upload section of your response.
MSRP list price is subject to change. Freights costs are most cost
effectively determined at the time of purchase, based on quantity,
mode, distribution point and shipping destination so they have not
been provided on a line -item basis.
66
Quantify the pricing discount represented by the pricing
Discounts range from 5-25% off MSRP for eligible products and
proposal in this response. For example, if the pricing in
services.
your response represents a percentage discount from
MSRP or list, state the percentage or percentage range.
67
Describe any quantity or volume discounts or rebate
The pricing provided takes into account an assumption of volume
programs that you offer.
created by purchasing across the Sourcewell membership. However,
on a case -by -case basis ChargePoint may consider providing
improved pricing to individual members who intend to purchase large
volumes in single orders.
68
Propose a method of facilitating "sourced" products or
ChargePoint would consider any installation services including
related services, which may be referred to as "open
materials and labor beyond the scope of our Install -Commissioning
market" items or "non -contracted items". For example, you
service listed in our pricing proposal to be "Open Market" options. In
may supply such items "at cost" or "at cost plus a
many cases government entities prefer to use previously contracted
percentage," or you may supply a quote for each such
vendors or employed tradespeople to perform the site preparation for
request.
charging station installation.
Install -Commissioning service then allows these entities to purchase
just the somewhat specialized charging station assembly, mounting
and testing directly from ChargePoint. However, in instances where
an Sourcewell member would prefer to procure complete installation
services from one vendor ChargePoint would coordinate scoping by
an appropriate channel or O&M partner who would then provide a
quote for these services to the Sourcewell member.
ChargePoint would facilitate this sourcing but would not be directly
involved with any financial transactions between the member and
ChargePoint partner for those services. Furthermore, ChargePoint
would not intend to track quarterly or pay Administrative fee on these
services.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
69
Identify any element of the total cost of acquisition that is
As previously described, ANY installation services including materials
NOT included in the pricing submitted with your response.
and labor beyond the scope of our Install -Commissioning service is
This includes all additional charges associated with a
not included in our pricing proposal. In many cases government
purchase that are not directly identified as freight or
entities prefer to use previously contracted vendors or employed
shipping charges. For example, list costs for items like pre-
tradespeople to perform the site preparation for charging station
delivery inspection, installation, set up, mandatory training,
installation.
or initial inspection. Identify any parties that impose such
costs and their relationship to the Proposer.
Install -Commissioning service then allows these entities to purchase
just the somewhat specialized charging station assembly, mounting
and testing directly from ChargePoint. However, in instances where a
Sourcewell member would prefer to procure complete installation
services from one vendor ChargePoint would coordinate scoping by
an appropriate channel or O&M partner who would then provide a
quote for these services to the Sourcewell member.
ChargePoint would facilitate this sourcing but would not be directly
involved with any financial transactions between the Sourcewell
member and ChargePoint partner for those services.
70
If freight, delivery, or shipping is an additional cost to the
Freight costs are most cost effectively determined at the time of
Sourcewell participating entity, describe in detail the
purchase, based on quantity, mode, distribution point and shipping
complete freight, shipping, and delivery program.
destination so they have not been provided on a line -item basis.
ChargePoint will provide pricing upon request. In addition, if
Sourcewell members are able to require their own shipping carrier
upon purchase.
71
Specifically describe freight, shipping, and delivery terms or
Freight terms for Alaska, Hawaii, Canada, or any offshore delivery
programs available for Alaska, Hawaii, Canada, or any
are treated no different the contiguous United States. As described
offshore delivery.
above freights costs are most cost effectively determined at the time
of purchase, based on quantity, mode, distribution point and shipping
destination so they have not been provided on a line -item basis.
72
Describe any unique distribution and/or delivery methods or
No unique distribution and/or delivery methods or options offered in
options offered in your proposal.
our proposal.
73
Specifically describe any self -audit process or program that
ChargePoint is well experienced with offering contracted pricing to
you plan to employ to verify compliance with your
various public and private entities across the globe.
proposed agreement with Sourcewell. This process includes
ensuring that Sourcewell participating entities obtain the
In addition, we operate our business on a world class CRM platform
proper pricing.
with the ability to easily meet these needs. Upon award, we will
leverage our CRM tools to tag any Sourcewell opportunities
appropriately, so they receive the contract pricing and terms.
In the event these leads require a pass -through channel or O&M
partner, we will ensure the partner is conforming to any contract
requirements as well.
As sales are made and shipments are processed all Sourcewell
tagged orders will be archived in our CRM system which can easily
be queried quarterly for itemized reporting of products and revenue.
From this report the Sourcewell administrative fee can be easily
calculated and paid.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
74
If you are awarded an agreement, provide a few examples
Upon award, ChargePoint will proactively promote the contract. As
of internal metrics that will be tracked to measure whether
the industry leader, ChargePoint has experience deploying large scale
you are having success with the agreement.
programs across North America and have the resources necessary
to quickly train staff and partners on new initiatives. Here is an
outline of our training approach:
-Contract Launch: Appropriate stakeholders from ChargePoint will
attend this meeting to learn more about best practices and
successful deployments.
-ChargePoint Project Team Planning: After the contract launch our
ChargePoint project team will immediately develop a training
presentation and material for sales management, direct sales team,
our marketing team, and our partner network. We will seek
Sourcewell's input on our planned presentation prior to performing
any training sessions.
-Training deployment: We will coordinate training sessions for sales
management, direct sales teams, our marketing team, and our
partner network. We do these trainings often and typically via
webinar. The partner training will be separate from our internal
trainings.
Training follow up:
-ChargePoint employees: After the initial training we will have follow
up webinars with direct sales to make sure this is top of mind. We
will share success stories with the team to keep "buzz" going.
-Partner: After initial training, we will have follow-up webinars and
email campaigns sent to all partners promoting the contract. We will
continue to train them on how to leverage this contract within the
markets they cover. We currently host several partner trainings
throughout the year and will make sure this is a topic.
Website: We will have a link on the "Current Incentives" page on our
website to guide Sourcewell members, ChargePoint employees, and
partners to learn more about the award.
75
Provide a proposed Administration Fee payable to
ChargePoint is well experienced with offering contracted pricing to
Sourcewell. The Fee is in consideration for the support
various public and private entities across the globe. In addition, we
and services provided by Sourcewell. The propose an
operate our business on a world class CRM platform with the ability
Administrative Fee will be payable to Sourcewell on all
to easily meet these needs.
completed transactions to Participating Entities utilizing this
Agreement. The Administrative Fee will be calculated as a
Upon award, we will leverage our CRM tools to tag any Sourcewell
stated percentage, or flat fee as may be applicable, of all
opportunities appropriately, so they receive the contract pricing and
completed transactions utilizing this Master Agreement
terms.
within the preceding Reporting Period defined in the
agreement.
If these leads are required to pass through a channel or O&M
partner, we will ensure the partner is conforming to any contract
requirements as well.
As sales are made and shipments are processed all Sourcewell
tagged orders will be archived in our CRM system which can easily
be queried quarterly for itemized reporting of products and revenue.
From this report the Sourcewell administrative fee can be easily
calculated and paid.
Based on the information provided in the RFP, we propose an
Administration Fee of two percent (2%).
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-9OE2-BOFB2983F663
Table 6B: Pricing Offered
Line
Item
The Pricing Offered in this Proposal is: *
Comments
76
The pricing offered is as good as or better than pricing typically offered through existing cooperative contracts, state
Our proposed pricing is
contracts, or agencies.
based on a strategy that
factors into considerationg the
large number of our
authorized partners who are
also responding directly to
this RFP.
ChargePoint Note: Our
pricing offered here is as
good as or better than
pricing typically offered
through existing cooperative
purchasing contracts
specifically where
ChargePoint is the contract
holder of such contracts (and
not our authorized partners).
Table 7A: Depth and Breadth of Offered Solutions (200 Points, applies to Table 7A, 7B and 7C)
Line
Item
77
Question
Provide a detailed description of all the
Solutions offered, including used Solutions if
applicable, offered in the proposal.
Response*
ChargePoint offers a complete range of networked AC and DC charging solutions for
all vehicle types and charging use cases.
Charging Equipment
In support of this RFP, we propose the following EVSEs designed, engineered, and
manufactured by ChargePoint to work seamlessly with our software and service
portfolio:
1. ChargePoint CPH50: The Home Flex (CPH50) is a residential charging station to
support the single-family home market. It provides up charging up to 12kW linked
with a powerful mobile app.
2. ChargePoint CPF50: The preferred AC Level 2 charging station for most fleet
applications that are located at a depot/behind the fence.
3. ChargePoint CT4000: A commercial AC Level 2 charging station with additional
features ideal for mixed -use applications including fleets, employee workplace, and
public access charging.
4. ChargePoint CP6000: A commercial AC Level 2 charging station capable of up to
19.2 kW, with additional features ideal for mixed -use applications including fleets,
employee workplace, and public access charging.
5. ChargePoint Express CPE250: DC Fast Charging up to 62.5kW (single) or
125kW (paired). Designed with high availability, serviceability, and universal
compatibility in mind.
6. ChargePoint Express CPE280: DC Fast Charging up to 80 kW (single) or 160
kW (paired). Designed with high availability, serviceability, and universal compatibility
in mind.
7. ChargePoint Express Plus: Distributed DC Fast Charging from 200 to 500 W.
Designed on a modular basis to scale with vehicles and power needs.
8. ChargePoint Express Plus Pantograph: The Express Plus platform is also
designed to work with a pantograph -style connector, allowing for higher power
charging and more compact vehicle parking. This solution replaces the plug-in cable
on the Power Link with a pantograph charging arm that mounts overhead the vehicle
and actuates down to connect to roof -mounted "charge rails."
Please refer to the attached data sheets for additional information on the proposed
charging stations or visit https://www.chargepoint.com/businesses/stations.
Charging Software
ChargePoint's EV charge management software is designed to provide operational
visibility and management of the complete charging ecosystem and to enable fleet
operators to reduce operating costs, increase operational efficiency, and deliver on
their mission critical needs. ChargePoint's cloud -based software includes a full suite
of features to manage stations including a dashboard, manage access control, set
pricing, collected driver fees, view real-time vehicle charging status and remote
diagnostics, and track and analysis all charging sessions at the site. Software plans
are available in 1-to-5-year terms and are tailored to the specific station and use
case. Available plans include but are not limited to:
Power Plan
Commercial Plan
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
Fleet Commercial Plan
Enterprise Plan
Fleet Enterprise Plan
Fleet Operations
For additional details, please visit https://www.chargepoint.com/businesses/software.
Telematics
ChargePoint's telematics solution is the perfect complement to ChargePoint software
and can monitor the performance and efficiency of any fleet's vehicles. To collect
vehicle data, fleets must equip their vehicles with ChargePoint DataHub hardware. As
a plug -and -play solution, the DataHub is small, energy efficient, and easy to install.
The data collected from the fleet's vehicles are uploaded to the same user-friendly
platform as ChargePoint's CMS, with real-time location of a fleet's vehicles, vehicle
status, statistics, and alerts displayed on the dashboard. ChargePoint telematics
empowers fleets to make data -informed route planning decisions, optimize charging
schedules, and streamline fleet operations. For additional details please visit
https:/twww.chargepoint.com/fleet/telematics.
Services
ChargePoint offers a range of services to support our proposed EV charging
solutions. This includes:
24/7 driver and technical support
Station activation and DC station commissioning
Extended Parts Only Warranty: Expansion of terms for parts only coverage beyond
initial 2 years
-Assure/Assure Pro: Optional extended and enhanced warranty providing proactive
monitoring, coordinated repairs, full coverage of parts and labor, and uptime of 98%
(99% with Assure Pro).
- Final installation services including bolt down and wiring
-Professional Services: These ala carte services are available depending on the
specifics of a given site deployment and the needs of the customer. Services include
modeling, preliminary site design and engineering, project management, installation
and commissioning, and training. Prices are available on a per project basis based
on the scope of work.
78
Within this RFP category there may be
ChargePoint offers a wide range of products and services that can be broadly
subcategories of solutions. List subcategory
categorized into:
titles that best describe your products and
Cloud
services.
Hardware: Stations
Services: Commissioning
Services: OCPP Onramp
Services: Activation
Services: Installation
Warranty: Assure
Warranty: Parts Only
79
Demonstrate your experience and capabilities
installing and supporting Level 3 DC Fast
Chargers
ChargePoint currently has over 24,000 DC ports deployed across our network. We
have extensive experience designing, deploying, and supporting DC fast chargers. In
addition to our suite of Level 2 offerings, we offer a multitude of DC products,
including:
-CPE250.
-CPE280.
-Express Plus.
-Express Plus Pantograph
-Dozens of third party manufactured EVSEs on the ChargePoint Network
Our vast network of installation partners across North America have the experience,
knowledge, and expertise required to install, support, and maintain DC fast chargers.
For more information on each of our DC offerings, please see our response to
Question 77.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-9OE2-BOFB2983F663
80 Demonstrate the capabilities of proposed Charger to Charger Network: In addition to manufacturing and selling our own EV
equipment, products, or services in regard to charging equipment, ChargePoint has over 10 years of experience with integrating
Charger -to -Charger Network Communication, EVSEs from other manufactures onto our network. The ChargePoint Network supports
Charging Network -to -Charging Network the OCPP v1.6J and 2.0.1 protocol making it possible to integrate any charging
Communication, and Charging Network -to -Grid station that communicates via the protocol onto our network. ChargePoint has
Communication. developed a robust integration program with a dedicated team to facilitate this
process to adequately conduct integration and ensure stations works as expected.
Currently, our global portfolio of charge management software supports charging
hardware from: ABB, Alfen, IES, Alpitronics, BTC Power, Ebusco, Heliox, Proterra,
Siemens, Tritium, LG and more.
Charger Network to Charger Network: ChargePoint was a founding member of the
industry effort to enable 'roaming" which provides seamless EV driver access,
including payment, to multiple charging networks via one native account. This is
enabled via the OCPI open protocol that governs the communications between
charging networks. ChargePoint has entered into agreements with all of the major
charging networks to help simplify the EV driver experience. This includes EVGo,
Greenlots, AddEnergie (FLO), EVConnect, Enel X and dozens of more roaming
partnerships in Europe.
Charger Network to Grid: ChargePoint was one of the first charging networks to be
certified as OpenADR 2.Ob compliant to help support the broadcasting of price
signals and demand response events from utilities to charging station operators. Our
newer stations, including the CP6000 and Express Plus, also support 15118 enabling
more advanced communication between vehicles and the grid. In addition,
ChargePoint offers a full set of Soap/XML based Application Programing Interfaces
(APIs). APIs can be used to retrieve financial transaction data, manage charging
stations, view detailed station information, real-time status, and to get a list of active
station alarms. ChargePoint has completed or initiated integration discussions with
the most common platform including: Geotab, ChargePoint, Clever Devices,
AssetWorks, Trapeze, Voyager, Wright Express (WEX), and more.
Table 713: CATEGORY 1 ON -GRID ***ONLY SUBMIT FOR CATEGORY 1 OR CATEGORY 2***
Indicate below if the listed types or classes of Solutions are offered within your proposal. Provide additional comments in the text box
provided, as necessary.
1- We will not be submitting for Table 713: CATEGORY 1 ON -GRID ***ONLY SUBMIT FOR CATEGORY 1 OR CATEGORY 2***
Line
Item
Category
Requested equipment, products
or services
Offered *
Comments
81
Category 1: On -Grid Electric Vehicle
All forms of network and non-
G Yes
ChargePoint offers a
Supply Equipment and related services
network electric vehicle charging
r No
complete range of
hardware and related
networked AC and DC
infrastructure, including charging
charging solutions for all
stations
vehicle types and charging
use cases. In support of
this RFP, we propose the
following EVSEs designed,
engineered, and
manufactured by
ChargePoint to work
seamlessly with our software
and service portfolio:
1. ChargePoint CPH50: The
Home Flex (CPH50) is a
residential charging station
to support the single-family
home market. It provides up
charging up to 12kW linked
with a powerful mobile app.
2. ChargePoint CPF50: The
preferred AC Level 2
charging station for most
fleet applications that are
located at a depot/behind
the fence.
3. ChargePoint CT4000: A
commercial AC Level 2
charging station with
additional features ideal for
mixed -use applications
including fleets, employee
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-9OE2-BOFB2983F663
workplace, and public
access charging.
4. ChargePoint CP6000: A
commercial AC Level 2
charging station capable of
up to 19.2 kW, with
additional features ideal for
mixed -use applications
including fleets, employee
workplace, and public
access charging.
5. ChargePoint Express
CPE250: DC Fast Charging
up to 62.5kW (single) or
125kW (paired). Designed
with high availability,
serviceability, and universal
compatibility in mind.
6. ChargePoint Express
CPE280: DC Fast Charging
up to 80 kW (single) or 160
kW (paired). Designed with
high availability,
serviceability, and universal
compatibility in mind.
7. ChargePoint Express
Plus: Distributed DC Fast
Charging from 200 to 500
kW. Designed on a modular
basis to scale with vehicles
and power needs.
8. ChargePoint Express
Plus Pantograph: The
Express Plus platform is
also designed to work with
a pantograph -style connector,
allowing for higher power
charging and more compact
vehicle parking. This solution
replaces the plug-in cable
on the Power Link with a
pantograph charging arm
that mounts overhead the
vehicle and actuates down
to connect to roof -
mounted 'charge rails."
Please refer to the attached
data sheets for additional
information on the proposed
charging stations or visit
https://www.chargepoint.com/bu
sinesses/stations.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
82
Services related to the offering
G Yes
We include the following
of electric vehicle charging
r No
solutions in our proposal:
hardware, including maintenance,
ChargePoint offers a range
repair, parts, supplies, and
of services to support our
training
proposed EV charging
solutions. This includes:
- 24/7 driver and technical
support
- Extended Parts Only
Warranty: Expansion of
terms for parts only
coverage beyond initial 2
years
-Assure/Assure Pro: Optional
extended and enhanced
warranty providing proactive
monitoring, coordinated
repairs, full coverage of
parts and labor, and uptime
of 98% (99% with Assure
Pro).
- Commissioning of
ChargePoint DC stations
-Training: ChargePoint's
Training & Certification
Program. Refer to our
response to Question 28 for
more information on
ChargePoint's Training &
Certification Program.
83
Site assessment, site
G Yes
We include the following
preparation and materials, and
f No
solutions in our proposal:
installation services related to
-Installation services related
electric vehicle charging hardware
to electric vehicle charging
hardware: ChargePoint's
network of certified
installation partners across
the US and Canada will
provide installation services
to Sourcewell members for
our charging equipment.
Refer to our response to
Question 27 for more
information on our
nationwide network of
certified installation partners.
-Professional Services:
These ala carte services
are available depending on
the specifics of a given site
deployment and the needs
of the customer. Services
include modeling, preliminary
site design and engineering,
project management,
installation and
commissioning, and training.
Prices are available on a
per project basis based on
the scope of work.
84
Electric vehicle supply network
G Yes
Charging Software
service providers and operators,
f No
The ChargePoint Network is
charge monitoring and reporting
one of the largest, most
services, billing services, grid
advanced charge point
and power management
operating networks (CPON)
solutions, with related software
in the world with more than
technology
300,000 activated places to
charge on its network, and
access to an additional
800,000 public places to
charge through roaming
integrations with other major
networks. ChargePoint's
EV charge management
software is designed to
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
provide operational visibility
and management of the
complete charging
ecosystem and to enable
fleet operators to reduce
operating costs, increase
operational efficiency, and
deliver on their mission
critical needs. ChargePoint's
cloud -based software
includes a full suite of
features to manage stations
including a dashboard,
manage access control, set
pricing, collected driver fees,
view real-time vehicle
charging status and remote
diagnostics, and track and
analysis all charging
sessions at the site.
Software plans are available
in 1-to-5-year terms and are
tailored to the specific
station and use case.
Available plans include but
are not limited to:
Power Plan
Commercial Plan
Fleet Commercial Plan
Enterprise Plan
Fleet Enterprise Plan
Fleet Operations
For additional details,
please visit
https://www.chargepoint.com/bu
sinesses/software.
Telematics
ChargePoint's telematics
solution is the perfect
complement to ChargePoint
software and can monitor
the performance and
efficiency of any fleet's
vehicles. To collect vehicle
data, fleets must equip their
vehicles with ChargePoint
DataHub hardware. As a
plug -and -play solution, the
DataHub is small, energy
efficient, and easy to install.
The data collected from the
fleet's vehicles are uploaded
to the same user-friendly
platform as ChargePoint's
CMS, with real-time location
of a fleet's vehicles, vehicle
status, statistics, and alerts
displayed on the dashboard.
ChargePoint telematics
empowers fleets to make
data -informed route planning
decisions, optimize charging
schedules, and streamline
fleet operations. For
additional details please
visit
https://www.chargepoint.com/fle
et/telematics.
Services
ChargePoint offers a range
of services to support our
proposed EV charging
solutions. This includes:
- Station activation and DC
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-9OE2-BOFB2983F663
station commissioning.
85
Category 1 responders MAY
F Yes
ChargePoint has partnered
include off -grid (Category 2)
f No
with Beam Global to offer a
solutions in their response, are
charging solution that is off -
you proposing Category 2
grid and includes a battery
equipment?
and integrated ChargePoint
AC Level 2 charging
hardware and software.
Table 7C: CATEGORY 2 OFF -GRID ***ONLY SUBMIT FOR CATEGORY 1 OR CATEGORY 2***
Indicate below if the listed types or classes of Solutions are offered within your proposal. Provide additional comments in the text box
provided, as necessary.
r We will not be submitting for Table 7C: CATEGORY 2 OFF -GRID ***ONLY SUBMIT FOR CATEGORY 1 OR CATEGORY 2***
Line
Category
Requested equipment, products
Offered
Comments
Item
or services
86
Category 2: Solar and Off -Grid ONLY
All forms of network and non-
C' Yes
Electric vehicle charging hardware and
network electric vehicle charging
r. No
related infrastructure, including
hardware and related
charging stations
infrastructure, including charging
stations
87
Services related to the offering
C' Yes
on electric vehicle charging
C No
hardware, including maintenance,
repair, parts, supplies, and
training
88
Site assessment, site
C' Yes
preparation and materials, and
C No
installation services related to
electric vehicle charging hardware
89
Electric vehicle supply network
r Yes
service providers and operators,
(- No
charge monitoring and reporting
services, billing services, grid
and power management
solutions, with related software
technology
90
Category 2 responders may
C' Yes
ONLY offer solutions capable of
(- No
operating off -grid
Table 8: Exceptions to Terms, Conditions, or Specifications Form
Line Item 91. NOTICE: To identify any exception, or to request any modification, to Sourcewell standard Master Agreement terms,
conditions, or specifications, a Proposer must submit the proposed exception(s) or requested modification(s) via redline in the Master
Agreement Template provided in the "Bid Documents" section. Proposer must upload the redline in the "Requested Exceptions" upload
field. All exceptions and/or proposed modifications are subject to review and approval by Sourcewell and will not automatically be
included in the Master Agreement.
Do you have exceptions or modifications to propose?
Acknowledgement
r Yes
No
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.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-9OE2-BOFB2983F663
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 - ChargePoint Pricing and Discounts 2025.xlsx - Tuesday February 18, 2025 16:07:16
• Financial Strength and Stability - ChargePoint Financial Stability. pdf - Tuesday February 18, 2025 15:06:13
• Marketing Plan/Samples - Marketing Plan-Samples.zip - Tuesday February 18, 2025 12:37:33
• WMBE/MBE/SBE or Related Certificates (optional)
• Standard Transaction Document Samples - Standard Transaction Documents.zip - Tuesday February 18, 2025 12:37:55
• Upload Additional Document - ChargePoint Additional Documents.zip - Tuesday February 18, 2025 15:05:57
• Requested Exceptions - RFP_ 021825_Electric_Vehicle_Supply_Eqpt_Master_Agreement_cpO2.14.2025.docx - Tuesday February
18, 2025 13:15:28
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-90E2-BOFB2983F663
Addenda, Terms and Conditions
PROPOSER AFFIDAVIT OF COMPLIANCE
I certify that I am an authorized representative of Proposer and have authority to submit the foregoing Proposal:
1. The Proposer is submitting this Proposal under its full and complete legal name, and the Proposer legally exists in good standing in the
jurisdiction of its residence.
2. The Proposer warrants that the information provided in this Proposal is true, correct, and reliable for purposes of evaluation for
award.
3. The Proposer certifies that:
(1) The prices in this Proposal have been arrived at independently, without, for the purpose of restricting competition, any
consultation, communication, or agreement with any other Proposer or competitor relating to-
(i) Those prices;
(ii) The intention to submit an offer; or
(iii) The methods or factors used to calculate the prices offered.
(2) The prices in this Proposal have not been and will not be knowingly disclosed by the Proposer, directly or indirectly, to any other
Proposer or competitor before award unless otherwise required by law; and
(3) No attempt has been made or will be made by Proposer to induce any other concern to submit or not to submit a Proposal for the
purpose of restricting competition.
4. To the best of its knowledge and belief, and except as otherwise disclosed in the Proposal, there are no relevant facts or
circumstances which could give rise to an organizational conflict of interest. An organizational conflict of interest is created when a
current or prospective supplier is unable to render impartial service to Sourcewell due to the supplier's: a. creation of evaluation criteria
during performance of a prior agreement which potentially influences future competitive opportunities to its favor; b. access to nonpublic
and material information that may provide for a competitive advantage in a later procurement competition; c. impaired objectivity in
providing advice to Sourcewell.
5. Proposer will provide to Sourcewell Participating Entities Solutions in accordance with the terms, conditions, and scope of a resulting
master agreement.
6. The Proposer possesses, or will possess all applicable licenses or certifications necessary to deliver Solutions under any resulting
master agreement.
7. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.
8. Proposer its employees, agents, and subcontractors are not:
Included on the "Specially Designated Nationals and Blocked Persons" list maintained by the Office of Foreign Assets Control of the
United States Department of the Treasury found at: https://www.treasury. aov/ofac/down load s/sdnIist.pdf-1
Included on the government -wide exclusions lists in the United States System for Award Management found at:
https://sam.aov/SAM/; or
Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the
State of Minnesota; the United States federal government, as applicable; or any Participating Entity. Vendor certifies and warrants
that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this solicitation.
G% By checking this box I acknowledge that I am bound by the terms of the Proposer's Affidavit, have the legal authority to submit this
Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and enforceability as if I
had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability solely because an electronic
signature or electronic record was used in its formation. - Mansi Khetani, CFO, ChargePoint, Inc.
Bid Number: RFP 021825 Vendor Name: ChargePoint
Docusign Envelope ID: F79CA4C3-D9E5-4939-9OE2-BOFB2983F663
The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission, and/or the
Proposer foresees an actual or potential Conflict of Interest in performing the obligations contemplated in the solicitation proposal.
r' Yes r•' No
The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document.
Check the box in the column "I have reviewed this addendum" below to acknowledge each of the addenda.
I have reviewed the
File Name
below addendum and
pages
attachments (if
applicable)
Addendum _8_ Electric _ Vehicle_ Supply_Egpt_RFP 021825
2
Mon February 10 2025 04:10 PM
Addendum _7_ Electric _ Vehicle_ Supply_Egpt_RFP 021825
F
2
Fri February 7 2025 03:13 PM
Addendum _6_ Electric _ Vehicle_ Supply_Egpt_RFP 021825
1
Thu February 6 2025 08:02 AM
Addendum _5_Electric—Vehicle_ Supply_Egpt_RFP 021825
rV
1
Fri January 31 2025 02:11 PM
Addendum _4_Electric—Vehicle_ Supply_Egpt_RFP 021825
rW
1
Mon January 27 2025 04:16 PM
Addendum _3_Electric Vehicle_ Supply_Egpt_RFP 021825
2
Thu January 23 2025 03:27 PM
Addendum _2_ Electric _ Vehicle_ Supply_Egpt_RFP 021825
r
1
Wed January 22 2025 03:23 PM
Addendum _1_ Electric _ Vehicle_ Supply_Egpt_RFP 021825
1
Mon January 6 2025 03:00 PM
Bid Number: RFP 021825 Vendor Name: ChargePoint