HomeMy WebLinkAboutC2019-060 - Empire Southwest LLC dba Empire Power Systems Contract No.2019-060
COOPERATIVE PURCHASING AGREEMENT
BETWEEN
THE TOWN OF FOUNTAIN HILLS
AND
EMPIRE SOUTHWEST, LLC
D/B/A EMPIRE POWER SYSTEMS
THIS COOPERATIVE PURCHASING AGREEMENT(this"Agreement")is entered into
as of December 6, 2018, between the Town of Fountain Hills, an Arizona municipal corporation
(the "Town"), and Empire Southwest, LLC, a Delaware limited liability company, d/b/a Empire
Power Systems (the"Contractor").
RECITALS
A. After a competitive procurement process, the National Joint Powers Alliance
("NJPA") entered into Contract No. 120617-CAT, dated January 29, 2018, with Caterpillar, Inc.,
a Delaware corporation ("Caterpillar"), for the supply of electrical energy power generation with
related parts, supplies, and services. A copy of the NJPA Contract is attached hereto as Exhibit A
and incorporated herein by reference, to the extent not inconsistent with this Agreement.
Contractor is an authorized dealer for Caterpillar.
B. The Town is permitted, pursuant to Section 3-3-27 of the Town Code, to make
purchases under the NJPA Contract, at its discretion and with the agreement of the awarded
Contractor, and the NJPA Contract permits its cooperative use by other public entities, including
the Town.
C. The Town and the Contractor desire to enter into this Agreement for the purpose of
(i) acknowledging their cooperative contractual relationship under the NJPA Contract and this
Agreement, (ii) establishing the terms and conditions by which the Contractor may provide the
Town with electrical energy power generation with related parts, supplies, and services (the
"Materials and Services"), and (iii) setting the maximum aggregate amount to be expended
pursuant to this Agreement related to the Materials and Services.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing introduction and recitals, which
are incorporated herein by reference, the following mutual covenants and conditions, and other
good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged,
the Town and the Contractor hereby agree as follows:
1. Term of Agreement. This Agreement shall be effective as of the date first set forth
above and shall remain in full force and effect until December 6,2019(the"Initial Term"),unless
terminated as otherwise provided in this Agreement or the NJPA Contract. After the expiration of
the Initial Term, this Agreement may be renewed for up to four successive one-year terms(each,
a"Renewal Term") if: (i) it is deemed in the best interests of the Town, subject to availability and
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appropriation of funds for renewal in each subsequent year, (ii)the term of the NJPA Contract has
not expired or has been extended, (iii) at least 30 days prior to the end of the then-current term of
this Agreement, the Contractor requests, in writing, to extend this Agreement for an additional
one-year term and (iv) the Town approves the additional one-year term in writing(including any
price adjustments approved as part of the NJPA Contract), as evidenced by the Town Manager's
signature thereon, which approval may be withheld by the Town for any reason. The Contractor's
failure to seek a renewal of this Agreement shall cause this Agreement to terminate at the end of
the then-current term of this Agreement; provided, however, that the Town may, at its discretion
and with the agreement of the Contractor, elect to waive this requirement and renew this
Agreement. The Initial Term and any Renewal Term(s) are collectively referred to herein as the
"Term." Upon renewal, the terms and conditions of this Agreement shall remain in full force and
effect.
2. Scope of Work. This is an indefinite quantity and indefinite delivery Agreement
for Materials and Services under the terms and conditions of the NJPA Contract. The Town does
not guarantee that any minimum or maximum number of purchases will be made pursuant to this
Agreement.Purchases will only be made when the Town identifies a need and proper authorization
and documentation have been approved. For purchase(s)determined by the Town to be appropriate
for this Agreement, the Contractor shall provide the Materials and Services to the Town in such
quantities and configurations agreed upon between the parties, in a written invoice, quote, work
order or other form of written agreement describing the work to be completed (each, a "Work
Order"). Each Work Order approved and accepted by the parties pursuant to this Agreement shall
(i) contain a reference to this Agreement and the NJPA Contract and (ii) be attached hereto as
Exhibit B and incorporated herein by reference. Work Orders submitted without referencing this
Agreement and the NJPA Contract will be subject to rejection.
2.1 Inspection; Acceptance. All Materials and Services are subject to final
inspection and acceptance by the Town. Materials failing to conform to the requirements of this
Agreement and/or the NJPA Contract will be held at Contractor's risk and may be returned to the
Contractor. If so returned, all costs are the responsibility of the Contractor. Upon discovery of a
non-conforming Materials or Services, the Town may elect to do any or all of the following by
written notice to the Contractor: (i)waive the non-conformance; (ii) stop the work immediately; or
(iii) bring the Materials or Services into compliance and withhold the cost of same from any
payments due to the Contractor.
2.2 Cancellation. The Town reserves the right to cancel Work Orders within a
reasonable period of time after issuance. Should a Work Order be canceled, the Town agrees to
reimburse the Contractor, but only for actual and documentable costs incurred by the Contractor
due to and after issuance of the Work Order. The Town will not reimburse the Contractor for any
costs incurred after receipt of Town notice of cancellation, or for lost profits, shipment of product
prior to issuance of Work Order or for anything not expressly permitted pursuant to this Agreement.
3. Compensation. The Town shall pay Contractor for the Initial Term and for each
subsequent Renewal Term, if any, an annual aggregate amount not to exceed $9,999.00 for the
Materials and Services at the unit rates set forth in the NJPA Contract. The maximum aggregate
amount for this Agreement, including all Renewal Terms, shall not exceed $49,995.00.
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4. Payments. The Town shall pay the Contractor monthly, based upon acceptance and
delivery of Materials and/or Services performed and completed to date, and upon submission and
approval of invoices. Each invoice shall (i) contain a reference to this Agreement and the NJPA
Contract and (ii) document and itemize all work completed to date. The invoice statement shall
include a record of materials delivered,time expended, and work performed in sufficient detail to
justify payment. Additionally, invoices submitted without referencing this Agreement and the
NJPA Contract will be subject to rejection and may be returned.
5. Records and Audit Rights. To ensure that the Contractor and its subcontractors are
complying with the warranty under Section 6 below, Contractor's and its subcontractors' books,
records, correspondence, accounting procedures and practices, and any other supporting evidence
relating to this Agreement, including the papers of any Contractor and its subcontractors'
employees who perform any work or services pursuant to this Agreement (all of the foregoing
hereinafter referred to as "Records"), shall be open to inspection and subject to audit and/or
reproduction during normal working hours by the Town, to the extent necessary to adequately
permit evaluation of the Contractor's and its subcontractors' compliance with the Arizona
employer sanctions laws referenced in Section 6 below. To the extent necessary for the Town to
audit Records as set forth in this Section,Contractor and its subcontractors hereby waive any rights
to keep such Records confidential. For the purpose of evaluating or verifying such actual or
claimed costs or units expended, the Town shall have access to said Records, even if located at its
subcontractors' facilities, from the effective date of this Agreement for the duration of the work
and until three years after the date of final payment by the Town to Contractor pursuant to this
Agreement. Contractor and its subcontractors shall provide the Town with adequate and
appropriate workspace so that the Town can conduct audits in compliance with the provisions of
this Section. The Town shall give Contractor or its subcontractors reasonable advance notice of
intended audits. Contractor shall require its subcontractors to comply with the provisions of this
Section by insertion of the requirements hereof in any subcontract pursuant to this Agreement.
6. E-verify Requirements. To the extent applicable under ARIZ. REV. STAT. § 41-
4401, the Contractor and its subcontractors warrant compliance with all federal immigration laws
and regulations that relate to their employees and their compliance with the E-verify requirements
under ARIZ. REv. STAT. § 23-214(A). Contractor's or its subcontractors' failure to comply with
such warranty shall be deemed a material breach of this Agreement and may result in the
termination of this Agreement by the Town.
7. Israel. Contractor certifies that it is not currently engaged in and agrees for the
duration of this Agreement that it will not engage in a "boycott," as that term is defined in ARIZ.
REV. STAT. § 35-393, of Israel.
8. Conflict of Interest. This Agreement may be canceled by the Town pursuant to
ARIZ.REV.STAT. § 38-511.
9. Applicable Law;Venue. This Agreement shall be governed by the laws of the State
of Arizona and a suit pertaining to this Agreement may be brought only in courts in Maricopa
County,Arizona.
10. Agreement Subject to Appropriation. The Town is obligated only to pay its
obligations set forth in this Agreement as may lawfully be made from funds appropriated and
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budgeted for that purpose during the Town's then current fiscal year. The Town's obligations
under this Agreement are current expenses subject to the "budget law" and the unfettered
legislative discretion of the Town concerning budgeted purposes and appropriation of funds.
Should the Town elect not to appropriate and budget funds to pay its Agreement obligations, this
Agreement shall be deemed terminated at the end of the then-current fiscal year term for which
such funds were appropriated and budgeted for such purpose and the Town shall be relieved of
any subsequent obligation under this Agreement.The parties agree that the Town has no obligation
or duty of good faith to budget or appropriate the payment of the Town's obligations set forth in
this Agreement in any budget in any fiscal year other than the fiscal year in which this Agreement
is executed and delivered. The Town shall be the sole judge and authority in determining the
availability of funds for its obligations under this Agreement. The Town shall keep Contractor
informed as to the availability of funds for this Agreement. The obligation of the Town to make
any payment pursuant to this Agreement is not a general obligation or indebtedness of the Town.
Contractor hereby waives any and all rights to bring any claim against the Town from or relating
in any way to the Town's termination of this Agreement pursuant to this section.
11. Conflicting Terms. In the event of any inconsistency, conflict or ambiguity among
the terms of this Agreement, any Town-approved work orders, the NJPA Contract, and invoices,
the documents shall govern in the order listed herein. Notwithstanding the foregoing, and in
conformity with Section 2 above,unauthorized exceptions,conditions, limitations or provisions in
conflict with the terms of this Agreement or the NJPA Contract (collectively, the "Unauthorized
Conditions"),other than the Town's project-specific requirements,are expressly declared void and
shall be of no force and effect. Acceptance by the Town of any work order or invoice containing
any such Unauthorized Conditions or failure to demand full compliance with the terms and
conditions set forth in this Agreement or under the NJPA Contract shall not alter such terms and
conditions or relieve Contractor from, nor be construed or deemed a waiver of, its requirements
and obligations in the performance of this Agreement.
12. Rights and Privileges. To the extent provided under the NJPA Contract,the Town
shall be afforded all of the rights and privileges afforded to NJPA and shall be"NJPA"(as defined
in the NJPA Contract) for the purposes of the portions of the NJPA Contract that are incorporated
herein by reference.
13. Indemnification; Insurance. In addition to and in no way limiting the provisions set
forth in Section 12 above, the Town shall be afforded all of the insurance coverage and
indemnifications afforded to NJPA to the extent provided under the NJPA Contract, and such
insurance coverage and indemnifications shall inure and apply with equal effect to the Town under
this Agreement including, but not limited to, the Contractor's obligation to provide the
indemnification and insurance. In any event, the Contractor shall indemnify, defend and hold
harmless the Town and each council member, officer, employee or agent thereof(the Town and
any such person being herein called an "Indemnified Party"), for, from and against any and all
losses, claims, damages, liabilities, costs and expenses (including, but not limited to, reasonable
attorneys' fees, court costs and the costs of appellate proceedings)to which any such Indemnified
Party may become subject, under any theory of liability whatsoever ("Claims"), insofar as such
Claims (or actions in respect thereof) relate to, arise out of, or are caused by or based upon the
negligent acts, intentional misconduct, errors,mistakes or omissions, in connection with the work
or services of the Contractor, its officers, employees, agents, or any tier of subcontractor in the
performance of this Agreement.
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14. Notices and Requests.Any notice or other communication required or permitted to
be given under this Agreement shall be in writing and shall be deemed to have been duly given if
(i) delivered to the party at the address set forth below, (ii) deposited in the U.S. Mail,registered
or certified, return receipt requested, to the address set forth below or (iii) given to a recognized
and reputable overnight delivery service,to the address set forth below:
If to the Town: Town of Fountain Hills
16705 East Avenue of the Fountains
Fountain Hills, Arizona 85268
Attn: Grady E. Miller, Town Manager
With copy to: Pierce Coleman PLLC
4711 E. Falcon Drive, Suite 111
Mesa,Arizona 85215
Attn: Aaron D. Arnson, Town Attorney
If to Contractor: Empire Southwest, LLC
d/b/a Empire Power Systems
840 North 43rd Avenue
Phoenix, Arizona 85009
Attn: Brett Burns
or at such other address, and to the attention of such other person or officer, as any party may
designate in writing by notice duly given pursuant to this subsection. Notices shall be deemed
received: (i) when delivered to the party, (ii) three business days after being placed in the U.S.
Mail, properly addressed, with sufficient postage or (iii) the following business day after being
given to a recognized overnight delivery service, with the person giving the notice paying all
required charges and instructing the delivery service to deliver on the following business day. If
a copy of a notice is also given to a party's counsel or other recipient, the provisions above
governing the date on which a notice is deemed to have been received by a party shall mean and
refer to the date on which the party, and not its counsel or other recipient to which a copy of the
notice may be sent, is deemed to have received the notice.
[SIGNATURES APPEAR ON FOLLOWING PAGES]
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date
and year first set forth above.
"Town"
TOWN OF FOUNTAIN HILLS,
an Arizona Municipal Corporation
$PV (6),
CL
ra E. Mille o Manager
ATTEST:
lizabet Burke, Town C rk
APPROVED AS TO FORM:
Aaron D. Arnson, Town Attorney
(ACKNOWLEDGEMENT)
STATE OF ARIZONA )
) ss.
COUNTY OF MARICOPA )
On J), J..e-. JtJ, , 2018, before me personally appeared Grady E. Miller, the Town
Manager of the TOWN OF FOUNTAIN HILLS, an Arizona municipal corporation, whose identity
was proven to me on the basis of satisfactory evidence to be the person who he claims to be, and
acknowledged that he signed the above document, on behalf of the Town of Fountain Hills.
.,`""'!r RHONDA M. BRENNEMAN � . 16 �
Notary Public-State of Arizona �
MARICOPA COUNTY Notary Public
My Commission Expires June 30,2019
(Affix notary seal here)
[SIGNATURES CONTINUE ON FOLLOWING PAGE]
6
"Contractor"
EMPIRE SOUTHWEST, LLC,
a(n)Delaware limited liability company,
DB/A EMP PO R SYSTEMS
By:
Name: fvz,c,77-�2AL S
Its: Cii
(ACKNOWLEDGEMENT)
STATE OF hil2Dtlit )
ss.
COUNTY OF_KCAALL
On 4 (_ 1-1.k: ,2018,before me personally appeared "?5-et: ' Y l S ,the
b lea �5, EMPIRE SOUTHWEST, LLC, a(n) Delaware limited liability company,
d/b/a EMPIRE PO 'ER SYSTEMS, whose identity was proven to me on the basis of satisfactory
evidence to be the person who he claims to be,and acknowledged that he signed the above document,
on behalf of the limited liability company.
o wuiiitii/0 Notary ublic
�.\\•N ST E VFW/,„
(Affix notary seal here) = i c) e' : 4
./9Ay9/C OP OJ`..6P\\�
4840-8744-4858,v. 1 ///0// C-STO \\\\
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7
EXHIBIT A
TO
COOPERATIVE PURCHASING AGREEMENT
BETWEEN
THE TOWN OF FOUNTAIN HILLS
AND
EMPIRE SOUTHWEST, LLC
D/B/A EMPIRE POWER SYSTEMS
[NJPA Contract]
See following pages.
Form C
EXCEPTIONS TO PROPOSAL,TERMS.CONDITIONS,
AND SOLUTIONS REQUEST •
Company Name: .ter pi!fa: :err,.
Any exceptions to the terms,conditions,specifications,or proposal forms contained in this RFP must be noted in writing
and included with the Proposer's response. The Proposer acknowledges that the exceptions listed may or may not be
accepted by NJPA or included in the final contract. NJPA will make reasonable efforts to accommodate the listed
exceptions and may clarify the exceptions in the appropriate section below.
Term,Condition,or NJPA
Section/paRe Specification Exception ACCEPTS
✓c:+d,m' c r.iacate(s)must include all NJPA
subcontractors as additional instreds Caterpillar i colds cannot be named as sdCiic.iel insorcds on
6.26/Pao 22 under its policies ,this certificate. Accepts
As a large inter:milt:nal enterprise, ZrJan;llar inc. can
manage numerous iltiget on and atherproceedings all over the NJPA
The Vendor oust disclose to NIPA an) globe for itset't:nil fcr its subsidiaries and its affiliates
litigation.bankruptcy,or Caterpillar ine agr:s:o provide the intonmation requested in Accepts
suspensions/disbarments that uceu, 7 16 for activities that directly impact Caterpillar We
7 1 b/Pace 26.27 during the Contract period. ,performance obliitatitra under the NJPA contact,
Caterpillar Inc will use its subcontractors. who are
Prevailing wage:The Vendor must independently owned and operated Dealers, to provide NJPA
comply with applicable prevailing wage services to NII'A Members Caterpillar Dealer's will comply
legislation in affect in the jurisdiction of with the applicable prevailing wage legislation required for Accepts
8.9.Pao 28 the NIPA Member the services pm;tiled to NJPA Members in their jurisdictions.
Proposer's Signature: Z Date: JZ D)7
NJPA's clarification on exceptions listed above:
1
Review and 9p roved:
NJPA Legal Department
Contract Award
RFP I#120617
FORM D
isJPA
Formal Offering of Proposal
(To be completed only by the Proposer)
'ELECTRICAL ENERGY POWER GENERATION WITH RELATED PARTS,SUPPLIES,AND SERVICES
In compliance with the Request for Proposal (RFP) for fELECTRICAL ENERGY POWER GENERATION WITH
RELATED PARTS, SUPPLIES, AND SERVICES, Jthe undersigned warrants that the Proposer has examined this RFP
and, being familiar with all of the instructions,terms and conditions,general and technical specifications,sales and service
expectations,and any special terms,agrees to furnish the defined products and related services in full compliance with all
terms and conditions of this RFP,any applicable amendments of this RFP,and all Proposer's response documentation.The
Proposer further understands that it accepts the full responsibility as the sole source of solutions proposed in this RFP
response and that the Proposer accepts responsibility for any subcontractors used to fulfill this proposal.
Company Name: Caterpillar Inc. Date: November 21, 2017
Company Address: 100 NE Adams Street
City: Peoria State: IL Zip: 61629
Contact Person: Seth Charna Title: Industry Representative
Authorized Signature: Bart Myers
(Name printed or typed)
37
4µNMfiNT wNp
FORM E /r66°� ,>rc f
CONTRACT ACCEPTANCE AND AWARD �v( °
* JPA >~
NriotWl Joint Amen Algoma` 40
tyre PuAouotl°
(Top portion of this form will be completed by NJPA if the vendor is awarded a contract.The vendor should
complete the vendor authorized signatures as part of the RFP response.)
NJPA Contract#: 120617-CAT
Proposer's full legal name:Caterpillar Inc.
Based on NJPA's evaluation of your proposal,you have been awarded a contract.As an awarded vendor,you
agree to provide the products and services contained in your proposal and to meet all of the terms and
conditions set forth in this RFP,In any amendments to this RFP.and In any exceptions that are accepted by NJPA.
The effective date of the Contract will be January 29,2018 and will expire on January 29,2022 (no later than the
later of four years from the expiration date of the currently awarded contract or four years from the date that the
NJPA Chief Procurement Officer awards the Contract). This Contract may be extended for a fifth year at NJPA's
discretion.
NJPA Authorized Signatures:
Jeremy Schwartz
dr
NJPA IREC •R OF COO" ONTRACTS (NAME PRINTED OR TYPED)
AND PROCUREM
- Chad Coquette
N41 CUTIVE DIRECTOR/CEO SIGNATURE (NAME PRINTED OR TYPED)
Awarded on January 25,2018 NJPA Contract # 120617-CAT
•
Vendor Authorized Signatures:
The Vendor hereby accepts this Contract award,including all accepted exceptions and amendments.
Vendor Name Caterpillar Inc.
Authorized Signatory's Tale General Manager-IPSD Power Generation
Bart Myers
VENDOR AUTHORIZED SIGNATURE (NAME PRINTED OR TYPED)
Executed on January28,20.1g NJPA Contract # 120617-CAT
Form F �: •
PROPOSER ASSURANCE OF COMPLIANCE J
,�r,is?JPA;`):
Proposal Affidavit Signature Page
PROPOSER'S AFFIDAVIT
The undersigned, authorized representative of the entity submitting the foregoing proposal(the"Proposer"),swears that
the following statements are true to the best of his or her knowledge.
1. The Proposer is submitting its proposal under its true and correct name,the Proposer has been properly originated
and legally exists in good standing in its state of residence, the Proposer possesses, or will possess before
delivering any products and related services,all applicable licenses necessary for such delivery to NJPA members
agencies.The undersigned affirms that he or she is authorized to act on behalf of,and to legally bind the Proposer
to the terms in this Contract.
2. The Proposer,or any person representing the Proposer,has not directly or indirectly entered into any agreement
or arrangement with any other vendor or supplier, any official or employee of NJPA, or any person, firm, or
corporation under contract with NJPA, in an effort to influence the pricing, terms, or conditions relating to this
RFP in any way that adversely affects the free and open competition for a Contract award under this RFP.
3. The Proposer has examined and understands the terms, conditions, scope, contract opportunity, specifications
request, and other documents in this solicitation and affirms that any and all exceptions have been noted in
writing and have been included with the Proposer's RFP response.
4. The Proposer will, if awarded a Contract, provide to NJPA Members the /products and services in accordance
with the terms, conditions, and scope of this RFP, with the Proposer-offered specifications,and with the other
documents in this solicitation.
5. The Proposer agrees to deliver products and services through valid contracts,purchase orders, or means that are
acceptable to NJPA Members.Unless otherwise agreed to,the Proposer must provide only new and first-quality
products and related services to NJPA Members under an awarded Contract.
6. The Proposer will comply with all applicable provisions of federal, state,and local laws,regulations, rules,and
orders.
7. The Proposer understands that NJPA will reject RFP proposals that are marked "confidential"(or"nonpublic,"
etc.), either substantially or in their entirety. Under Minnesota Statute §13.591, Subd. 4, all proposals are
considered nonpublic data until the evaluation is complete and a Contract is awarded. At that point, proposals
generally become public data. Minnesota Statute §13.37 permits only certain narrowly defined data to be
considered a"trade secret,"and thus nonpublic data under Minnesota's Data Practices Act.
8. The Proposer understands that it is the Proposer's duty to protect information that it considers nonpublic,
and it agrees to defend and indemnify NJPA for reasonable measures that NJPA takes to uphold such a
data designation.
[The rest of this page has been left intentionally blank. Signature page below]
39
By signing below, Proposer is acknowledging that he or she has read, understands,and agrees to comply with the terms
and conditions specified above.
Company Name: Caterpillar Inc.
Address: 100 NE Adams Street
City/State/Zip: Peoria, IL 61629
Telephone Number: (309)675-1000
E-mail Address: Contact Seth Charna: Charna_Seth@cat.com
Authorized Signature: ., /
Authorized Name(printed): Bart Myers
Title: General Manager- IPSD Power Generation
Date: November 21, 2017
Notarized
‘01111
0;.Y.f:61_ RATMONY CHHUTH
Notary Public,State of Texas
V,• `▪ Comm.Expires 09-10.2020
�n,°,�r� Notary ID 12811?tab /
Subscribed and sworn to before methis .2/ day of /►'Citi.e n'i/j!K ,20 / 7
Notary Public in and for the County of 4 vlti S State of ILGIS
My commission ire : D ^b
) 1
Signature: R, y-r- ,.f
40
Form P itIPA1
PROPOSER QUESTIONNAIRE
Payment Terms,Warranty,Products and Services,Pricing and Delivery,and Industry-Specific Questions
Proposer Name: Caterpillar Inc.
Questionnaire completed by: Seth Charna
Payment Terms and Financing Options
1) What are your payment terms(e.g.,net 10,net 30)?
Payment terms that Caterpillar Dealers would offer to NJPA Members vary by dealer,but are most certainly equivalent
to local competition. Payment terms will be made very clear to potential NJPA customers upon quotation.
2) Do you provide leasing or financing options,especially those options that schools and governmental entities may need
to use in order to make certain acquisitions?
Caterpillar Financial offers financial tools for NJPA Members through the Caterpillar Dealer Network on a case by case
basis. Leasing terms that Caterpillar Dealers would offer to NJPA Members vary by dealers, but are most certainly
equivalent to local competition. Leasing terms will be made very clear to potential NJPA customers upon quotation.
3) Briefly describe your proposed order process.Please include enough detail to support your ability to report quarterly
sales to NJPA.For example,indicate whether your dealer network is included in your response and whether each dealer
(or some other entity)will process the NJPA Members'purchase orders.
The order process will not change compared to the current NJPA contract. The NJPA Member references the NJPA
contract number on the P.O.,which is then presented directly to their local Caterpillar Dealer.
4) Do you accept the P-card procurement and payment process?If so,is there any additional cost to NJPA Members for
using this process?
Not Applicable.
Warrant
5) Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims
procedure,and overall structure.You may include in your response a copy of your warranties,but at a minimum please
also answer the following questions.
• Do your warranties cover all products,parts,and labor?
• Do your warranties impose usage restrictions or other limitations that adversely affect coverage?
• Do your warranties cover the expense of technicians'travel time and mileage to perform warranty repairs?
• Are there any geographic regions of the United States for which you cannot provide a certified technician to perform
warranty repairs? How will NJPA Members in these regions be provided service for warranty repair?
• Will you cover warranty service for items made by other manufacturers that are part of your proposal,or are these
warranties issues typically passed on to the original equipment manufacturer?
• What are your proposed exchange and return programs and policies?
Please reference the following attachments w response to these questions specifically for the Power Generation products
listed in this proposal. There are no geographic regions of the United States or Canada for which Caterpillar cannot
provide a certified technician to preform warranty repairs.
Additionally, when purchased through the NJPA contract, select products will automatically include options for
Extended Service Coverage in 20I8. Customized Extended Service Coverage is also available through the Caterpillar
Dealer Network on a case by case basis.
See Attached: Caterpillar Standard Warranty SELF5709.pdf
See Attached: Olympian Standard Warranty LEXF3074.pdf
See Attached: 2018 FSC NJPA Announcement Letter—October 6 2017.pdf
6) Describe any service contract options for the items included in your proposal.
Service contracts that Caterpillar Dealers would offer to NJPA Members vary by dealer,but are most certainly at least
equal to local competition. Service contract terms will be made very clear to potential NJPA customers upon quotation.
Pricing,Delivery,Audits,and Administrative Fee
7) Provide a general narrative description of the equipment/products and related services you are offering in your proposal.
Caterpillar is offering a full line of diesel and natural gas packaged generator sets from 40 to 4000 kW. Caterpillar is
also offering our XQ Products,which is our mobile generator line including trailers. Other popular and almost necessary
equipment included to enhance generator set purchases are Automatic Transfer Switches,Switchgear,EPIC paralleling
gear,and Microgrid components all provided from Caterpillar. The Caterpillar Dealer Network can also offer custom
shop work, installation, "turn-key"solutions, delivery/freight, training, custom enclosures, custom fuel tanks, custom
automatic transfer switches, dealer labor, additional/custom parts, and general contracting labor. To further enhance
the NJPA members' product offering, the Caterpillar Dealer Network can also offer an expansive network of used
equipment along with rental agreements.
8) Describe your pricing model (e.g., line-item discounts or product-category discounts). Provide detailed pricing data
(including standard or list pricing and the NJPA discounted price) on all of the items that you want NJPA to consider
as part of your RFP response. Provide a SKU for each item in your proposal. (Keep in mind that reasonable price and
product adjustments can be made during the term of an awarded Contract. See the body of the RFP and the Price and
Product Change Request Form for more detail.)
Percentage Discount from Manufacturer's and Dealer's List Pricing per the included documentation along with product
price lists. The discounts included are typically higher than standard discount for each product solution. There may be
specific cases with specific options or attachments where the NJPA discount is not as deep as the non-NJPA offer.
Caterpillar does have the ability to make additional discounts for NJPA members and non-NJPA customers on a case
by case basis. For 2018 shipments, the price increase above the provided price lists is 2%. New price lists will be
updated and submitted in January 2018. Please note,there are some items in the provided Caterpillar price lists that are
marked as"Net"pricing that do not get discounted. These items usually include certifications(EPA,UL,IBC),standard
EPA Tier 4f components, extended service coverage, and factory testing/packaging options. These items only follow
the cost plus a percentage of cost pricing process that is acceptable for pricing sourced goods or services.
See Attached: Caterpillar Gen Disc List RFP December 2017.xlsx
See Attached: List of Caterpillar Price Lists by Product Family.zip
9) Please quantify the discount range presented in this response. For example, indicate that the pricing in your response
represents is a 50%percent discount from the MSRP or your published list.
Overall pricing from published list price is discounted from 10%up to 40% with an average of 27%overall. Specific
discounts apply to each diesel or natural gas platform product line. Services, used products, rental agreements, and
microgrid solutions are also included at different discounting levels. For 2018 shipments,the price increase above the
provided price lists is 2%. New price lists will be updated and submitted in January 2018.
See Attached: Caterpillar Gen Disc List RFP December 2017.xlsx
See Attached: List of Caterpillar Price Lists by Product Family.zip
10)The pricing offered in this proposal is
a. the same as the Proposer typically offers to an individual municipality, university, or school
district.
b.the same as the Proposer typically offers to GPOs, cooperative procurement organizations,or
state purchasing departments.
c. better than the Proposer typically offers to GPOs, cooperative procurement organizations, or
state purchasing departments.
d. other than what the Proposer typically offers(please describe).
11) Describe any quantity or volume discounts or rebate programs that you offer.
Volume discounts or rebate programs are not offered. The best discounting has been included in this RFP response for
Caterpillar solutions.
12)Propose a method of facilitating"sourced" products or related services, which may be referred to as "open market"
items or"nonstandard options". 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.
There are some items in the provided Caterpillar price lists that are marked as"Net"pricing that do not get discounted.
These items usually include certifications (EPA, UL, IBC), standard EPA Tier 4f components, extended service
coverage, and factory testing/packaging options. These items only follow the cost plus a percentage of cost pricing
process that is acceptable for pricing sourced goods or services. The percentage mark-up offered by Caterpillar Dealers
to NJPA Members will vary by dealer, but is certainly equivalent to local competition. Exercising the ability to offer
cost plus a percentage for "Net" items will ensure more clarity for the Caterpillar Network regarding NJPA offers
because the current contract makes it difficult to calculate"Net"items since they cannot be discounted by Caterpillar.
For a majority of sales including EPA Tier 2 or EPA Tier 3 platforms,the"Net"items on average are no more than I-
2.5% of the total customer list pricing. EPA Tier 4f platforms have a higher percentage of"Net" items due to the
significant amount of set priced emissions components required for EPA certification.
13) Identify any total cost of acquisition costs that are NOT included in the pricing submitted with your response.This cost
includes all additional charges that are not directly identified as freight or shipping charges.For example,list costs for
items like installation,set up,mandatory training,or initial inspection. Identify any parties that impose such costs and
their relationship to the Proposer.
All transactions will take place and be negotiated between a Caterpillar Dealer and an NJPA member. Only those
generator set items specifically included in a Caterpillar List Price are subject to the NJPA administration fee. Most
costs associated with acquiring a generator set and related products are included within the pricing file(Caterpillar Gen
Disc List RFP December 2017.xlsx)and are subject to discount. In some cases,there may be costs involved that have
not been listed. These costs associated with acquiring a generator set involve items that a manufacturer(Caterpillar)
cannot competitively provide.
14) If delivery or shipping is an additional cost to the NJPA Member,describe in detail the complete shipping and delivery
program.
These programs and policies vary with products and geographic regions. Each quote from a Caterpillar Dealer to an
NJPA member will have unique shipping fees. These fees may include shipment from the Caterpillar factory and, in
some cases, additional local shipping fees either to a third-party packager or to the customer when factory shipment
timing doesn't align with customer requirements. Shipping fees will be handles on a case-by-case basis between the
selling Caterpillar Dealer and the NJPA member.
15) Specifically describe those shipping and delivery programs for Alaska,Hawaii,Canada,or any offshore delivery.
Shipping and delivery programs for Alaska, Hawaii, Canada, or any offshore delivery are included in question 14.
These items vary by Caterpillar Dealer due to the different geographic locations. The Caterpillar Network located in
Alaska,Hawaii,Canada,or other offshore location is aware of their local shipment requirements and is knowledgeable
on how to quote shipping to NJPA customers.
16)Describe any unique distribution and/or delivery methods or options offered in your proposal.
Caterpillar offers a factory freight program specific to certain product lines. Where applicable, this program utilizes
economies of scale to ensure the best shipment cost to the local Caterpillar dealer from our factories. This portion of
the freight cost to customers will pass through the Caterpillar network as it did before, but is managed by Caterpillar
for the first point of delivery.
17)Please specifically describe any self-audit process or program that you plan to employ to verify compliance with your
proposed Contract with NJPA.This process includes ensuring that NJPA Members obtain the proper pricing,that the
Vendor reports all sales under the Contract each quarter, and that the Vendor remits the proper administrative fee to
NJPA.
The Caterpillar Dealer Network will receive additional discounts from Caterpillar to help reach NJPA members
purchasing prices per the NJPA contract. To qualify for the discounts,the selling Caterpillar Dealer must identify each
applicable sale as an NJPA sale on their order and they must also send a report to the Caterpillar designated NJPA
custodian, Seth Charna, including the product order number and NJPA member number. Reports are updated and
reviewed on a quarterly basis to assist in providing payment to NJPA. The Caterpillar designated NJPA custodian,Seth
Charna, has and will remain actively involved in the auditing process both with auditing Caterpillar Dealer pricing to
NJPA members as well as the quarterly administration fee process.
18)Identify a proposed administrative fee that you will pay to NJPA for facilitating,managing, and promoting the NJPA
Contract in the event that you are awarded a Contract. This fee is typically calculated as a percentage of Vendor's sales
under the Contract or as a per-unit fee; it is not a line-item addition to the Member's cost of goods. (See RFP Section
6.29 and following for details.)
The proposed administrative fee payable to NJPA is proposed to be 1%of transaction price, in line with the previous
two Caterpillar contracts,for all NJPA contract sales of generator sets. This I%is the same percent as outlined in our
current NJPA contract#080613-CAT
Should Caterpillar be exclusive, like the previous two Caterpillar contracts, this is valuable to the Caterpillar Dealer
Network and Caterpillar would be willing to increase the administrator fee to 1.25%of transaction price.
Industry-Specific Questions
19)Please specify product and voltage range the generator equipment that you are offering.
Caterpillar offers factory voltage options for the majority of customer requirements. In general, here's a
snapshot of the factory options based on the diesel product line. Voltage options may slightly differ on the
natural gas product line and the full Caterpillar price list should be consulted to determine which specific
ratings can be configured with the voltages listed below. There may also be a few exceptions where the
Caterpillar Dealer Network can work towards custom solutions when necessary.
100 kW and Below Single Phase: 240V
750 kW and Below Three Phase: 480V,600V,208V,240V
1000 kW up to 1250 kW: 480V,600V,208V,240V,400V,380V
1500 kW up to 4000 kW: 480V,600V,240V,440V,380V,2400V, 416V,4160V,6300V,
6600V,6900V, 12470V, 13200V, 13800V
20)Describe your mobile or trailer mounted units,if any,and specify the ranges.
The XQ product line is included in the Caterpillar proposal. These units are offered with trailers for mobile
use and for the most part they include switchable voltage options,which is preferred since they can be
utilized at multiple customer locations with unique voltage requirements. The following XQ products are
available and are EPA Tier 4f certified for mobile usage. We are working on a platform between the
XQ125 and XQ425 that will be available/added to an awarded contract once released. The number
represents the kVA rating of the generator and not the kW output.
XQ35
XQ60
XQ125
XQ425
XQ570
21)If you are providing trailers as part of a turnkey package,please provide details.
All XQ packages described in question 20 include trailers with selectable options including the ball size and
brake type. These are the only factory product offerings that can be configured on trailers due to EPA
emissions requirements.
It is important to note that the Caterpillar Dealer Network can also place Caterpillar genset packages on
trailers when necessary as long as EPA regulations for stationary applications are met(EPA requires the
generator to remain stationary for a specific period of time).
22)Describe how you will include customization and the pricing of such for the units.
The Caterpillar Dealer Network can offer custom shop work, installation, "turn-key" solutions, delivery/freight,
training, custom enclosures, custom fuel tanks, custom automatic transfer switches, dealer labor, additional/custom
parts, and general contracting labor. To further enhance the NJPA members' product offering,the Caterpillar Dealer
Network can also offer an expansive network of used equipment along with rental agreements. Most costs associated
with acquiring a generator set and related products are included within the pricing file(Caterpillar Gen Disc List RFP
December 2017.xlsx)and are subject to discount. In some cases,there may be costs involved that have not been listed.
These costs associated with acquiring a generator set involve items that a manufacturer (Caterpillar) cannot
competitively provide.
23) Describe installation and service programs,and identify the associated services,service provider locations
and pricing.
The Caterpillar Dealer Network will be the provider of all Caterpillar and non-Caterpillar components and
services required to meet the NJPA members' local requirements.
24)Describe any preventative maintenance or extended service coverage agreements.
Preventative maintenance and extended service coverage/contracts agreements in addition to the standard
product offering are covered in the"Caterpillar Gen Disc List RFP December 2017.xlsx"file.
25) Do you provide preventive,periodic or full maintenance plans/programs for the solutions you are proposing
in this response?
a. If so,provide a recommended service&maintenance agreement for a periodic/preventative and or
full maintenance plan.
b. What are recommended service intervals?
The Caterpillar Dealer Network will be the provider of all preventative maintenance plans/programs that
are specific to the product being provided to the NJPA member. Preventative maintenance and extended
service coverage/contracts agreements in addition to the standard product offering arc covered in the
"Caterpillar Gen Disc List RFP December 2017.xlsx"file.
26)Describe your rental agreements and pricing schedule.
Rental agreements in addition to the standard product offering are covered in the"Caterpillar Gen Disc List
RFP December 2017.xlsx"file.
27)Will you include used equipment and if so,provide a pricing strategy for these units.
Used product agreements in addition to the standard product offering are covered in the"Caterpillar Gen
Disc List RFP December 2017.xlsx"file.
28)Provide a general overview of your products EPA compliance.
Caterpillar offers a full range of products for use in the United States per EPA compliance guidelines. Per
these guidelines,the application determines the EPA emissions level that is required for that specific
product. For diesel emergency standby ratings(most of the market for<1000 kW)Caterpillar offers both
EPA Tier 2 and EPA Tier 3 emissions levels and the specific emissions level is auto selected based on the
EPA defined brake horsepower requirements. For non-emergency and/or mobile applications,Caterpillar
has select ratings available with EPA Tier 4f factory certification. The Caterpillar Dealer Network is
familiar with EPA regulations and can direct the NJPA member to the applicable product line required for
their application.
29)Identify the lifecycle cost of ownership of your generator solutions.
The Caterpillar Dealer Network will he the provider of all preventative maintenance and lifecycle costs at
the request of NJPA members. Due to the vast differences across geographic locations and product lines,
this request will he handled on a case-by-case basis.
Signature: ilfulk.4i '''�� Date: l �11 7
OJ�RNMENt,�O
FORM E
CONTRACT ACCEPTANCE AND AWARD
J PA
Nabonal Joint Power.Alban",
O c�'
* * * v 3'O
7)4,�PURCHAO"—
(Top portion of this form will be completed by NJPA if the vendor is awarded a contract.The vendor should
complete the vendor authorized signatures as part of the RFP response.)
NJPA Contract #: 120617-CAT
Proposer's full legal name:Caterpillar Inc.
Based on NJPA's evaluation of your proposal,you have been awarded a contract.As an awarded vendor,you
agree to provide the products and services contained in your proposal and to meet all of the terms and
conditions set forth in this RFP,in any amendments to this RFP,and In any exceptions that are accepted by NJPA.
The effective date of the Contract will be January 29,2018 and will expire on January 29, 2022 (no later than the
later of four years from the expiration date of the currently awarded contract or four years from the date that the
NJPA Chiet Procurement Officer awards the Contract). This Contract may be extended for a fifth year at NJPA's
discretion.
NJPA Authorized Signatures:
Jeremy Schwartz
NJPA IREC R OF COOP ' ONTRACIS (NAME PRINIID OR TYPED)
AND PROCUREME ICPO
Chad Coauette
N XECUTIVE DIRECTOR/CEO SIGNATURE (NAME PRINTED OR TYPED)
Awarded on January 25,2018 NJPA Contract # 120617-CAT
Vendor Authorized Signatures:
The Vendor hereby accepts this Contract award,including all accepted exceptions and amendments.
Vendor Name Caterpillar Inc.
Authorized
Signatory's Title General Manager- IPSD Power Generation
Bart Myers
VENDOR AUTHORIZED SIGNATURE (NAME PRINTED OR TYPED)
Executed on January 26, 2018 NJPA Contract # 120617-CAT
EXHIBIT B
TO
COOPERATIVE PURCHASING AGREEMENT
BETWEEN
THE TOWN OF FOUNTAIN HILLS
AND
EMPIRE SOUTHWEST, LLC
D/B/A EMPIRE POWER SYSTEMS
[Work Orders]
See following pages.
4840-0679-8977,v. 1
EMPIRE POWER SYSTEMS
EMPIRE
CAI
840 N. 43rd Ave
—POWER SYSTEMS Phoenix,AZ 85009
CSA INFORMATION SHEET
The attached pricing sheet(s) is effective November 2018 thru October 2019
NOTE: pricing end date does not indicate the termination of services. Client must terminate services.
TOTAL AMOUNT OF PRICING PERIOD $ 2,702.00 plus applicable taxes and environmental fee
CHECK ONE
Services to be completed during Regular Business Hours(M-F 7am—4pm)
Services to be completed outside Regular Business Hours(over-time included) ❑
Sourcewell (formerly NJPA)Contract#120617-CAT
Client Name: Town of Fountain Hills
Client Name:
Client Address: 16705 E. Avenue of the Fountains
Client Address: Fountain Hills,AZA 85268
Client Phone #: 480-816-5180
Printed Name:
Title:
SIGN
Signature: HERE
P.O. #: Date:
Designated CLIENT CONTACT person responsible for scheduling the Equipment:
Name: Raymond Rees
Phone: 602-721-3325
Fax:
E-mail: rrees@offh.az.gov
Client Account Number 0427501
Empire PSSR: Brett Tolman
E-Mail: brett.tolmanPempire-cat.com Phone#: 602-622-5608 Fax#: 602-333-5618
Empire PM and Repair Service Contact: Anthony Dirmver Phone #: 602-333-5622
After-hours Emergency Service 888-CAT-POWER
840 N.43fa Avenue Phoenix, AZ 85009 • PO Box 2985 Phoenix,AZ 85062-2985 • 602.333.5600 • Fax:602.333.5618
A Division of Empire Southwest,LLC www.empire-cat.com AZ Contractors License ROC267407
BmPuiIc! CAT
POWER SYSTEMS
Client Support Agreement
Equipment Generator Client Town of Fountain Hills
Make Generac Address 16705 E. Avenue of the Fountains
Model 12809790100 Fountain Hills,AZ 85268
Serial# 2109495
Ar#
Size (kW,A) 80 kW
Client Contact Raymond Rees Phone 480-816-5180 Site ID Fire House Station 1
Term of Agreement: 1-Year
Services Price Frequency Total Visits Total Month of Services
Full System Select One $ - I
Inspection
Full Oil Service $ 429.00 Annually 1.00 $ 429.00 February
Filter Change Select One $ -
Service
Coolant Select One $ -
Replacement
Hose(s)and Select One $ -
Thermostat
Belt(s) Select One $ -
Replacement
Load Bank Test $ 402.00 Annually 1.00 $ 402.00 February
LB Length: 1.5 hrs long test per NFPA 110 2010 standard
Battery Select One $ -
Replacement
Megger Test Select One $ -
Pressure Wash Select One $ -
Valve Select One $ -
Adjustment
Fuel System Select One $ - I
Maintenance Details:
Additional Fluid I Select One I $ - I
Analysis Details:
Transfer Switch Select One $ - I
Inspection
Switchgear Select One $ - I
Inspection
Empire Contact Brett Tolman Phone 602-622-5608 Total per unit $ 831.00
plus applicable taxes and environmental fees
Notes:
Pricing reflects the NJPA 5% discount
EA1fIRE POWER SYSTEMSCAT
Client Support Agreement
Equipment Generator Client Town of Fountain Hills
Make Generac Address 16705 E. Avenue of the Fountains
Model 12807010200 Fountain Hills,AZ 85268
Serial# 2109790
Ar#
Size(kW,A) 50 kW
Client Contact Raymond Rees Phone 480-816-5180 Site ID Fire House Station 2
Term of Agreement: 1-Year
Services Price Frequency Total Visits Total Month of Services
Full System Select One $ -
Inspection
Full Oil Service $ 429.00 Annually 1.00 $ 429.00 February
Filter Change Select One $ -
Service
Coolant Select One $ -
Replacement
Hose(s)and Select One $ -
Thermostat
Belt(s) Select One $ -
Replacement
Load Bank Test $ 402.00 Annually 1.00 $ 402.00 February
LB Length: 1.5 hrs long test per NFPA 110 2010 standard
Battery Select One $ -
Replacement
Megger Test Select One $ -
Pressure Wash Select One $ -
Valve Select One $ -
Adjustment
Fuel System Select One $ - I
Maintenance Details:
Additional Fluid I Select One $ - I
Analysis Details:
Transfer Switch Select One $ -
Inspection
Switchgear Select One I $ -
Inspection
Empire Contact Brett Tolman Phone 602-622-5608 Total per unit $ 831.00
plus applicable taxes and environmental fees
Notes:
Pricing reflects the NJPA 5%discount
EmPThc! eATPOWER SYSTEMS
Client Support Agreement
Equipment Generator Client Town of Fountain Hills
Make Onan Address 16705 E. Avenue of the Fountains
Model DFAC4959824 Fountain Hills, AZ 85268
Serial# E010244420
Ar#
Size(kW,A) 250 kW
Client Contact Raymond Rees Phone 480-816-5180 Site ID Police Station
Term of Agreement: 1-Year
Services Price Frequency Total Visits Total Month of Services
Full System Select One $ -
Inspection
Full Oil Service $ 559.00 Annually 1.00 $ 559.00 February
Filter Change Select One $ -
Service
Coolant Select One $ -
Replacement
Hose(s)and Select One $ -
Thermostat
Belt(s) I Select One $ -
Replacement
Load Bank Test $ 481.00 Annually 1.00 $ 481.00 February
LB Length: 1.5 hrs long test per NFPA 110 2010 standard
Battery Select One $ -
Replacement
Megger Test Select One $ -
Pressure Wash Select One $ -
Valve I Select One $ -
Adjustment
Fuel System Select One $ -
Maintenance Details:
Additional Fluid Select One $ -
Analysis Details:
Transfer Switch Select One $ -
Inspection
Switchgear Select One $ -
Inspection
Empire Contact Brett Tolman Phone 602-622-5608 Total per unit $ 1,040.00
plus applicable taxes and environmental fees
Notes:
Pricing reflects the NJPA 5% discount
EMPIRE POWER SYSTEMS
EMPIRE
CAT,
840 N. 43rd Ave
POWER SYSTEMS Phoenix, AZ 85009
• Full System Inspection:A comprehensive inspection of the engine's cooling,fuel,lube,air,exhaust,and starting systems; as well as
inspection of the engine monitors,safety controls,and control panel. This service is recommended weekly, monthly,quarterly,semi-
annually or annually,depending on use and application. For standby systems, it is recommended quarterly or semi-annually.
• Full Oil Service:The lubricating oil, lubricating oil filter,fuel filter will be changed,and oil&coolant analysis performed. A Full System
Inspection is also completed.
• Filter Change Service:CATERPILLAR C9-3600 PRODUCTS may extend their oil change intervals to every third year. For these
particular units lubricating oil filters and fuel filters are replaced on an annual basis. (see additional conditions)
• Coolant Replacement: Includes removal of all radiator anti-freeze/coolant,and replacement with high quality anti-freeze/coolant.
When using Caterpillar Diesel Engine Anti-freeze/Coolant(DEAC),this service is recommended every 3 years. When using Caterpillar
Extended Life Coolant(ELC),this service is recommended every 6 years,and extender is required at the half-life(3 years).
• Hose(s)and Thermostat Replacement:All coolant hoses and thermostats are replaced. This service must be accompanied by a
Coolant Replacement service.
• Belt(s)Replacement:All serviceable belts are replaced. This service is recommended to be performed at the same time as hose and
thermostat replacements.
• Load Bank Test: Load test at 75%of the generator name-plate rating, using resistive load bank(s). Length of test determined by
application,generator size and client request. This service helps to identify any malfunctions or potential problems before they cause
equipment failure. This also burns off harmful deposits in the combustion chamber, injector nozzles,and exhaust system caused by
lightly loading the genset. This service is recommended annually.
• Battery Replacement: Replacement of the starting batteries. The number one reason that gensets don't start during an emergency
situation are the starting batteries. When using Caterpillar's Premium High Output batteries,this service is recommended every 3 years.
For all other batteries,this service is recommended every 2 years.
• Megger Test:Generator winding megger testing. This testing can help in early detection of deterioration or breakdown of generator
windings,cabling insulation,and/or poor lug connectors. Winding deterioration can be caused by moisture,grease or oil residual,
physical damage from overheating/overloading,and age deterioration. The frequency of this test is determined by the generator's
environment and usage.
• Pressure Wash:This service utilizes a mobile pressure washer to clean the unit. Frequency of this service is dependent on client
preference and request.
• Valve Adjustment: Perform a complete valve adjustment on the engine as required per Manufacturer's maintenance requirements or
per client's specific requirements.
• Fuel System Maintenance: Maintenance to fuel filtering systems and/or main fuel storage tank. Specific client requirements should be
detailed on pricing sheet.
• Additional Fluid Analysis:Additional fluid analysis that is not already included in other service levels.This may include oil,coolant
and/or fuel. Details of which fluids and frequencies should be detailed on the pricing sheet.
• Transfer Switch Inspection: Inspect and clean the automatic transfer switch(ATS). This includes utilizing an infrared heat gun,
checking buss bars and connections for hot spots.The voltage drop across load contacts is measured. With client's authorization,verify
proper operation of the ATS,time delays,and indicator lamps and/or LEDs. This service is recommended semi-annually.
• Switchgear Inspection: Inspect and clean the switchgear as required.This includes utilizing an infrared heat gun,checking buss bars
and connections for hot spots.With client's authorization,verify proper operation of the switchgear. This service is recommended
annually.
840 N. 43rd Avenue Phoenix, AZ 85009 • PO Box 2985 Phoenix,AZ 85062-2985 • 602.333.5600 • Fax:602.333.5618
A Division of Empire Southwest,LLC www.empire-cat.com AZ Contractors License ROC267407