R24-116 RESOLUTION NO. R24-116
2
3 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOYNTON
4 BEACH, FLORIDA, APPROVING THE PIGGYBACK AGREEMENT WITH
5 TRINNEX, INC., FOR WATER SERVICE UNE INVENTORY AND
6 MANAGEMENT SYSTEMS WITH RELATED SERVICES FOR AN AMOUNT
7 NOT TO EXCEED$103,145 FOR THE FIRST TWO YEARS;PROVIDING AN
8 EFFECTIVE DATE;AND FOR ALL OTHER PURPOSES.
9
10 WHEREAS, on December 7, 2023, Sourcewell, a State of Minnesota local government
11 unit and service cooperative, issued a "Request for Proposals" (RFP), to establish a cooperative
12 purchasing agreement for Water Service Line Inventory and Management Systems with
13 Related Services; and
14 WHEREAS, Sourcewell received seven (7) proposals and found Trinnex, Inc., to be a
15 responsive, responsible bidder, and awarded it a four-year (4) contract, Contract No. 012524-
16 TRX (the "Master Agreement"), commencing March 28, 2024, with a current termination date
17 of April 3, 2028, with three (3) optional one-year renewals; and
18 WHEREAS, the City desires to obtain Water Service Line Inventory and Management
19 Systems with Related Services; and
20 WHEREAS, the City's Purchasing Policy Section X- Alternatives to Formal Sealed Bids,
21 provides authority for the City to acquire or contract for services without utilizing a sealed
22 competitive method or the written quotations methods where the desired services are the
23 subject of an agreement that utilizes another government entity's contract, provided that the
24 contract was awarded based strictly on competitive bidding; and
25 WHEREAS, to maintain Environmental Protection Agency (EPA) compliance, the City's
26 Utilities Department is requesting the City enter into a Piggyback Agreement with Vendor to
27 provide Water Service Line Inventory and Management Systems with Related Services
28 ("Services"); and
29 WHEREAS, the Vendor has provided the City with a proposal for Services; and
30 WHEREAS, the City desires to issue a purchase order and payment directly to the
31 Vendor for Services under the terms and conditions of the Master Agreement; and
32 WHEREAS, the City and Vendor have agreed to allow the City to piggyback the Master
33 Agreement; and
34 WHEREAS, the City Commission of the City of Boynton Beach, upon the
35 recommendation of staff, deems it in the best interest of the citizens and residents of the City
36 of Boynton Beach to approve the Piggyback Agreement with Trinnex, Inc., for Water Service
37 Line Inventory and Management Systems with Related Services for an amount not to exceed
38 $103,145 for the first two (2) years.
39 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF
40 BOYNTON BEACH, FLORIDA, THAT:
41 SECTION 1. The foregoing "Whereas" clauses are hereby ratified and confirmed as
42 being true and correct and are hereby made a specific part of this Resolution upon adoption
43 hereof.
44 SECTION 2. The City Commission of the City of Boynton Beach hereby approves the
45 Piggyback Agreement with Trinnex, Inc., for Water Service Line Inventory and Management
46 Systems with Related Services for an amount not to exceed $103,145 for the first two (2)years
47 (the "Piggyback Agreement"), in form and substance similar to that attached as "Exhibit A."
48 SECTION 3. The City Commission of the City of Boynton Beach hereby authorizes
49 the City Manager to execute the Piggyback Agreement.The City Manager is further authorized
50 to execute any ancillary documents required under the Piggyback Agreement or necessary to
51 accomplish its purposes, including any term extensions as provided in the Piggyback
52 Agreement, provided such documents do not modify the financial terms/material terms.
53 SECTION 4. One fully executed original of the Piggyback Agreement shall be
54 retained by the City Clerk as a public record of the City, and a copy of the fully executed
55 Piggyback Agreement shall be provided to Waneya Bryant and Kris Pinto to forward to Trinnex,
56 Inc.
57 SECTION 5. This Resolution shall take effect as provided by law.
58
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61
62 [signatures on the following page]
63
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71 PASSED AND ADOPTED this 21' day of May 2024.
72 CITY OF BOYNTON BEACH, FLORIDA
73 YES NO
74
75 Mayor-Ty Penserga /
76
77 Vice-Mayor-Aimee Kelley
78 (./
79 Commissioner-Angela Cruz
80 J
81 Commissioner-Woodrow L. Hay
82
83 Commissioner-Thomas Turkin
84
85 VOTE S-1-0
86 ATTEST:
87
88 /
89 L.A .�� I `c __�.44111111111090 Maylee De -sus, MPA MC Ty Pe
91 City CI• k J Mayor'
92 �.
93g0YNTo;;%%% APPROVED AS TO FORM:
94 (Corporate Seal) f 0;. 4PO/?,gT•.• %.c„l
95 SEAL i'•
96 ft S INCORPORATED 5 Jazier(' . b4ii
97 �4$,� I,.INCORPORATED!
' % Shawna G. Lamb
98 k"�� f ORIDN== City Attorney
‘�` LORID
99 `
1'
PIGGYBACK AGREEMENT BETWEEN THE CITY OF BOYNTON
BEACH AND TRINNEX INC.
This Piggyback Agreement is made as of this.214 day o 2024 by and between
TrinnexInc., with a principal address of 670 N. Commercial St., S to 208, Manchaster, NH
03101, hereinafter referred to as "Vendor," and the City of Boynton Beach, a municipal
corporation organized and existing under the laws of Florida, with a business address of 100 East
Ocean Avenue, Boynton Beach,Florida 33435,hereinafter referred to as "City."
RECITALS
WHEREAS, on December 7, 2023, Sourcewell, a State of Minnesota local government
unit and service cooperative, issued a "Request for Proposals" (RFP), to establish a cooperative
purchasing agreement for Water Service Line Inventory and Management Systems with Related
Services; and
WHEREAS, Sourcewell received seven (7) proposals and found Trinnex Inc., to be a
responsive,responsible bidder, and awarded it a four-year(4)contract,Contract No. 012524-TRX
(the"Master Agreement"), commencing March 28, 2024,with a current termination date of April
3, 2028,with three (3) optional one-year renewals; and
WHEREAS, the City desires to obtain Water Service Line Inventory and Management
Systems with Related Services; and
WHEREAS,the City's Purchasing Policy Section X—Alternatives to Formal Sealed Bids,
provides authority for the City to acquire or contract for services without utilizing a sealed
competitive method or the written quotations methods where the desired services are the subject
of an agreement that utilizes another government entity's contract, provided that the contract was
awarded based strictly on competitive bidding; and
WHEREAS,to maintain Environmental Protection Agency(EPA) compliance,the City's
Utilities Department is requesting the City enter into a Piggyback Agreement with Vendor to
provide Water Service Line Inventory and Management Systems with Related Services
("Services"); and
WHEREAS, the Vendor has provided the City with a proposal for Services, attached as
Exhibit"A;"and
WHEREAS,the City desires to issue a purchase order and payment directly to the Vendor
for Services under the terms and conditions of the Master Agreement; and
Pia¢vback Contract—Trinnex Inc. 1
WHEREAS, the City and Vendor have agreed to allow the City to piggyback the Master
Agreement, a copy of which is attached as Exhibit "B."
NOW,THEREFORE, in consideration of the mutual covenants contained herein,and for
other valuable consideration received, the receipt and sufficiency of which are hereby
acknowledged,the parties agree as follows:
AGREEMENT
1. The foregoing recitals are true and correct and are hereby incorporated into this Agreement.
2. TERM: The term of this Agreement commences on full execution by the parties,and will
remain in effect until April 3, 2028. The initial term and any subsequent renewals of this
Agreement are subject to the renewal or extension of the Master Agreement. If the Master
Agreement expires or is terminated during the Term, this Agreement shall terminate no
later than six months after such expiration or termination of the Master Agreement.
3. CONTRACT TERMS: The Vendor shall complete the Services, as provided in Vendor's
Proposal attached as Exhibit"A"on the same terms and in the same manner as set forth in
the Master Agreement. except as otherwise provided herein. All recitals, representations,
and warranties of Vendor made by Vendor in the Master Agreement are restated as if set
forth fully herein, made for the benefit of the City, and incorporated herein, except that all
references to the"Sourcewell"are hereby replaced with the"City of Boynton Beach."The
City shall compensate the Vendor pursuant to the rates set forth in the Master Agreement
for the Services in an amount not to exceed $103,145.00 for the first two (2) years. Any
subsequent subscription renewals, services, or amounts in excess of$103,145.00 will be
documented by the parties in a duly executed amendment.
4. NOTICES: All Notices to the City shall be in writing by certified mail return receipt
requested,or customarily used overnight transmission with proof of delivery, sent to:
City: Daniel Dugger,City Manager
City of Boynton Beach
P.O. Box 310
Boynton Beach,Florida 33425
Telephone: (561)742-6010/Facsimile: (561) 742-6090
Copy: Shawna G. Lamb, City Attorney
City of Boynton Beach
P.O. Box 310
Boynton Beach,Florida 33425
Telephone: (561)742-6010/Facsimile: (561) 742-6090
Copy: Mario J.Marcaccio,General Counsel
CDM Smith Inc
75 State Street,Suite 701
Boston,MA 02109 Telephone: (617)452-6000/Email:
marcacciomj@cdmsmith.com
Piggyback Contract—Trinnex Inc. 2
5. INVOICES AND PAYMENT: Invoices must identify the PO number and should be
mailed to:
Boynton Beach Finance Department
Attn: Accounts Payable
P.O. Box 310
Boynton Beach,FL 33425.
Invoices shall show the nature of the service and dates(s) of service. Invoices based on
hourly rates shall show the actual hours worked, person performing services, nature of the
service,hourly rate,and dates(s)of service. Invoices may be submitted no more frequently
than monthly. However, all services rendered prior to September 30th of any given year
are required to be invoiced by September 30th of that year. Vendor shall provide W-9 with
first invoice.
The fee shall be paid based on receipt of a proper invoice in accordance with the invoice
schedule indicated above. Payment will be made within 45 days of receipt of a proper
invoice in accordance with the Local Government Prompt Payment Act, Section 218.70,
et al., Florida Statutes. No payment made under this Agreement shall be conclusive
evidence of the performance of this Agreement by Vendor, either wholly or in part, and no
payment shall be construed to be an acceptance of or to relieve Vendor of liability for the
defective, faulty or incomplete rendition of the Services.
6. TAX EXEMPT: Prices applicable to City do not include applicable state and local sales,
use,and related taxes. The City is exempt from state and local sales and use taxes and shall
not be invoiced for the same. Upon request, City will provide Vendor with proof of tax-
exempt status.
7. SOVEREIGN IMMUNITY: Nothing contained in this Agreement nor contained herein
shall be considered nor construed to waive City's rights and immunities under the common
law or section 768.28, Florida Statutes, as may be amended.
8. ATTORNEY'S FEES: In the event that either Party brings suit for enforcement of the
Agreement, each Party shall bear its own attorney's fees and court costs.
9. PUBLIC RECORDS: Sealed documents received by the City in response to an invitation
are exempt from public records disclosure until thirty (30) days after the opening of the
Bid unless the City announces intent to award sooner, in accordance with Florida Statutes
119.07.
The City is a public agency subject to Chapter 119, Florida Statutes. The Vendor shall
comply with Florida's Public Records Law. Specifically, the Vendor shall:
A. Keep and maintain public records required by the City to perform the service;
B. Upon request from the City's custodian of public records, provide the City with a
copy of the requested records or allow the records to be inspected or copied within a
reasonable time at a cost that does not exceed the cost provided in chapter 119, Fla.
Stat. or as otherwise provided by law;
Piggyback Contract—Tnnnex Inc. 3
C. Ensure that public records that are exempt or that are confidential and exempt from
public record disclosure requirements are not disclosed except as authorized by law
for the duration of the contract term and, following completion of the contract,
Vendor shall destroy all copies of such confidential and exempt records remaining in
its possession once the Vendor transfers the records in its possession to the City; and
D. Upon completion of the contract, Vendor shall transfer to the City, at no cost to the
City, all public records in Vendor's possession All records stored electronically by
Vendor must be provided to the City,upon request from the City's custodian of public
records, in a format that is compatible with the information technology systems of
the City.
E. IF THE VENDOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO
THE VENDOR'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN
OF PUBLIC RECORDS:
CITY CLERK OFFICE
100 E. OCEAN AVENUE
BOYNTON BEACH, FLORIDA, 33435
561-742-6060
CityCierkObbfl.us
10. SCRUTINIZED COMPANIES - 287.135 AND 215.473: By execution of this
Agreement, Vendor certifies that Vendor is not participating in a boycott of Israel. The
Vendor further certifies that Vendor is not on the Scrutinized Companies that Boycott Israel
list, not on the Scrutinized Companies with Activities in Sudan List, and not on the
Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has
Vendor been engaged in business operations in Syria. Subject to limited exceptions
provided in state law, the City will not contract for the provision of goods or services with
any scrutinized company referred to above. Submitting a false certification shall be deemed
a material breach of contract. The City shall provide notice, in writing, to the Vendor of
the City's determination concerning the false certification. The Vendor shall have five (5)
days from receipt of notice to refute the false certification allegation. If such false
certification is discovered during the active contract term, the Vendor shall have ninety
(90) days following receipt of the notice to respond in writing and demonstrate that the
determination of false certification was made in error. If the Vendor does not demonstrate
that the City's determination of false certification was made in error, then the City shall
have the right to terminate the contract and seek civil remedies pursuant to Section 287.135,
Florida Statutes, as amended from time to time.
11. E-VERIFY: Vendor shall comply with Section 448.095, Fla. Stat., "Employment
Eligibility," including the registration and use of the E-Verify system to verify the work
authorization status of employees. Failure to comply with Section 448.095,Fla. Stat. shall
result in termination of this Agreement. Any challenge to termination under this provision
must be filed in the Circuit Court no later than 20 calendar days after the date of
termination. If this Agreement is terminated for a violation of the statute by Vendor,
Piggyback Contract—Trionex Inc. 4
Vendor may not be awarded a public contract for a period of one(1)year after the date of
termination.
12.DISPUTES: Any disputes that arise between the parties with respect to the performance
of this Agreement or the services,which cannot be resolved through negotiations, shall be
submitted to a court of competent jurisdiction exclusively in Palm Beach County, Florida.
This Agreement shall be construed under Florida Law.
13. EXECUTION OF THE AGREEMENT:This Agreement will take effect once signed by
both parties. This Agreement may be signed by the parties in counterparts,which together
shall constitute one and the same agreement among the parties. A pdf or electronic
signature shall constitute an original signature for all purposes. Each person signing this
Agreement on behalf of either Party individually warrants that he or she has full legal
power to execute the Addendum on behalf of the Party for whom he or she is signing and to
bind and obligate such Party with respect to all provisions contained in this Agreement
14. TERMINATION FOR CONVENIENCE: This Agreement may be terminated by the
City for convenience upon fourteen(14)calendar days of written notice by the terminating
party to the other party for such termination in which event the Vendor shall be paid its
compensation for services performed to the termination date,including services reasonably
related to termination.
15.TERMINATION FOR CAUSE: In addition to all other remedies available to City, this
Agreement shall be subject to cancellation by City for cause, should Vendor neglect or fail
to perform or observe any of the terms, provisions, conditions, or requirements herein
contained, if such neglect or failure shall continue for a period of thirty(30)calendar days'
after receipt by Vendor of written notice of such neglect or failure.
16. INDEMNIFICATION: To the extent permitted by Florida Statutes Chapter 725.08,
Vendor shall indemnify and hold harmless the City, its elected and appointed officers,
and employees, from and against claims,demands,or causes of action whatsoever,and the
resulting losses, damages, costs, and expenses, including but not limited to reasonable
attorneys' fees, including paralegal expenses, liabilities, damages, orders, judgments, or
decrees, sustained by the City to the extent caused by negligence, recklessness, or
intentional wrongful conduct by Vendor, its employees. And others for whom Vendor is
legally liable. The obligations of this section shall survive indefinitely regardless of
termination of the Agreement.
17.INSURANCE: At the time of execution of this Agreement, Vendor shall provide the City
with a copy of its Certificate of Insurance reflecting the insurance coverage required by the
Master Agreement. The Certificate of Insurance shall name the City of Boynton Beach,
and its officers, employees and agents as an additional insured on the Commercial
Automobile and General Liability coverages set forth herein.
PigFback Contract—Trinnex Inc. 5
18. LIMITATION OF LIABILITY: Notwithstanding any provision of the Agreement to
which it is applicable,City shall not be liable or responsible to Vendor beyond the amount
remaining due to Vendor under the Agreement,regardless of whether said liability be based
in tort, contract, indemnity or otherwise; and in no event shall City be liable to Vendor for
punitive or exemplary damages or for lost profits or consequential damages.
19. INDEPENDENT CONTRACTOR: The Agreement does not create an
employee/employer relationship between the Parties. It is the intent of the Parties that
Vendor is an independent contractor pursuant to the Agreement and shall not be considered
the City's employee for any purpose.
20. COMPLIANCE WITH LAWS: Vendor hereby warrants and agrees that at all times
material to the Agreement, Vendor shall perform its obligations in compliance with all
applicable federal, state, and local laws, rules, and regulations, including section 501.171,
Florida Statutes. Non-compliance may constitute a material breach of the Agreement.
21.ASSIGNMENT: In the event this Agreement and any interests granted herein shall be
assigned, transferred, or otherwise encumbered, under any circumstances by Vendor,
Vendor must gain prior written consent from City thirty (30) business days before such
transfer. For purposes of this Agreement, any change of ownership of Vendor shall
constitute an assignment that requires City's approval. Notwithstanding the foregoing,
Vendor may,without City's consent, assign this Agreement in whole or in part as part of a
corporate reorganization, consolidation, merger, or sale of substantially all of its assets
related to this Agreement. Vendor shall provide City written notice of any such corporate
reorganization,consolidation,merger,or sale of substantially all of its assets related to this
Agreement within thirty(30)calendar days of such event.
22.AGREEMENT SUBJECT TO FUNDING:The Agreement shall remain in full force and
effect only as long as the expenditures provided for in the Agreement have been
appropriated by the City Commission of the City of Boynton Beach in the annual budget
for each fiscal year of this Agreement, and is subject to termination based on lack of
funding. Early termination by City due to loss of funding shall not obligate Vendor to
refund any prepaid fees.
23. ENTIRE AGREEMENT.The Agreement,including the Master Agreement,sets forth the
entire Agreement between the City and the Vendor with respect to the subject matter of
this Agreement. This Agreement supersedes all prior and contemporaneous negotiations,
understandings, and agreements,written or oral,between the parties. This Agreement may
not be modified except by the parties' mutual agreement set forth in writing and signed by
the parties.
24. SEVERABILITY.If any provision of this Agreement or application thereof to any person
or situation shall, to any extent, be held invalid or unenforceable, the remainder of this
Agreement, and the application of such provisions to persons or situations other than those
as to which it shall have been held invalid or unenforceable, shall not be affected thereby,
and shall continue in full force and effect, and be enforced to the fullest extent permitted
by law.
Piggyback Contract—Trinnex Inc 6
IN WITNESS OF THE FOREGOING,the parties have set their hands and seals the day
and year first written above.
Cl ' BOYNTON BEACH,FLORIDA TRINNEX INC.
�im 9,/,...i. 6 U
Daniel Dugg- = (Signature),Company
Keith D. Hodsden, Sr.
Print Name of Authorized Official
Vice President, Sales
Title
Approved as to Form:
A ,t Mb
Shawna G. Lamb, City Attorney (Corporate Seal)
Attest/Authenticated:
Attested/Authenticated:
(Signature),Witness
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Mayle: i. esus, ity - . Print Name
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Piggyback Contract—Trinnex Inc.
EXHIBIT A
VENDOR'S PROPOSAL
! trinnex
Quote Number 20240124 Company Address 670 N Commercial St Suite 208
Manchester NH 03101
United States
Created Date 041292024 Phone (603)263-1245
Ship To Dr.Poonam Kalkat. Bill To Dr Poonam Kalkat,
Customer: Utilities Director Utilities Director
City of Boynton Beach City of Boynton Beach
kalkatp@bbfl.us kalkatp@bbfl.us
Sourcewell Sourcewell Member#: 21407
Contract#: 012524-TRX
Trinnex's Master Services Agreement stipulates that licenses are not transferrable and must be used at the location for which they are
purchased.
Prepared By Da Yu.P.E. Expiration Date 05/31/2024
Email da.yu@trinnex to
Quantity Product List Price Sourcewell Price Total Price
1 00 IeadCAST Replacements Tier 2 Implementation(LCR-IMP-2) USO 45 000 USO 42.750 USO 42.750
includes the one-time set-up cost that includes the creation of unique instance
of IeadCAST,including client tenancy configuration,cloud instance
deployment authentication layer.user configuration mobile application
configuration.GIS data ingest(one time integration). and IT collaboration`client
registration,and 4-hour introductory training.
IeadCAST Basic Tier 2 Annual Subscription (LC-SUB-2)- Year 1 USO 10,200 USO 9,180 USO 9.180
IeadCAST Tier 2 is an annual subscnption for cloud-based platform for
developing and managing the LCRR/LCRI inventory in a single application,
inventory dashboard and mapping,basic material assumption tool,hosted field
and customer data applications with mobile enabled features,data sharing wl
stakeholders,and materialverification tracking by ownership. Includes 10
users andunlimited viewers.
Subscription Start 06/01/2024
Subscription Renewal:05/31/2025
1.00 IeadCAST Replacements Tier 2 Annual Subscription(LCR-SUB-2)- Year 2 USO 17 850 USO i6.06o USO 16,Co5
IeadCAST Replacements Tier 2 is an annual subscription that includes all
IeadCAST Features-Cloud-based platform for developing and managing the
LCRR/LCRI inventory in a single application.inventory dashboard and
mapping,basic material assumption tool hosted field andcustomer data
applications with mobile enabled features data sharing w/stakeholders
material verification tracking by ownership and up to 20 user licenses
included.Additionally,includes Sampling and Replacement modules for
managing activities beyond LCRR/LCRI inventory(does not include sampling
connector).Ability to develop and track results of lead sampling program.
Ability to monitor service line replacement program including contracts status
and scheduling.
Subscription Start 06/01/2025
Subscription Renewal 05/31/2026
Quantity Product List Price Sourcewell Price Total Price
IeadCAST F redict Annual Subscription(LCAST-PRED-SUB-1)-Yeai 1 USO 27,500 USO 25,000 USO 25.000
IeadCAST Predict is an annualsubscription for predictive modeling for service
linematerial. Predictive modeling for service line materials.Training initial
model and evaluating model performance.Selecting and engineering model
features.Model report containing predictive modeling process steps and model
performance assessment.Up to 40 hours of consulting services including
interpretation of model results to guide iterative field investigation,and
support for regulatory review of predictive model.Up to four model runs in a
12-month subscription period(including initial model build),with model
evaluation and tuning.
Subscription Start 06/01/2024
Subscription Renewal:05/31/2025
1.0 LCRR Communication Website Implementation Basic(LCC-IMP-BASIC-1)- USO 7.495 USO 7,120 USO 4,450
OneTime Fee(2024)
Entails:LCRR landing page,Frequently Asked Questions,Embedded Water
Quality Report,1 rounds of revision for initial site. 7 business day turnaround.
OneTime Fee.
2.0 LCRR Communication Website Basic Annual Maintenance(LCC-BASIC-1) USO 3,000 USO 2,850 USO 5,700
Entails:Annual hosing,Content updates(up to 10 hours per year)
Subscription Start 10/1/2024
Subscription Renewal,9/30'2026
Year 1 USO 84,230
Year 2 USO 18,915
Grand Total USD 103.145
Payment for Year 1 subscriptions and services is due 30 days from the date of acceptance of Quote'Order.Subscription start and end
dates are shown above.
By signing below, you agree to the terms and conditions of the Master Services Agreement found at httos:/www.trinnex.io agreements
and the terms of this Quote!Order. You affirm that youarean authorized representative and can obligate funds for your organization.
and you authorize Trinnex,Inc.to issue an invoice for the items included in the above Quote/Order. Customer remains responsible for all
taxes imposed by local regulations associated with this transaction. If your business is tax-exempt,please forward your exemption
certificate.Trinnex objects to and expressly rejects any different or additional terms contained in any purchase order. offer,or
confirmation sent to or to be sent by Customer Pursuant to the Master Services Agreement, licenses are not transferrable and must be
used exclusively by the Customer.
I Agree to the terms of this Quote:
IOW
% tgo,q
Signature of Authorized ' _,:• - - Date
Customer remains responsible or ., taxes imposed by localregulations associated with this transaction.
If sending remittance,please addr-.s s: Trinnex,Inc,670 N Commercial St.,Suite 208.Manchester,NH 03101
CITY ATTORNEY'S OF ICE
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Scope of Work
IeadCAST with Predict - Implementation and Configuration
Details
Customer Onboardinq
• Trinnex will send a welcome email introducing the project team. This will include an
orientation packet.
• Data Request-Trinnex will request LCRR inventory data including but not limited to the
following:
o Water System GIS
▪ Service laterals
. Customer points and/or meter locations
o Customer information (excluding payment information) from the billing system.
• Customer Name
• Property/Service Address
• Mailing Address
• Email Address
• Phone Number
• Account Number
c Parcel and accessor data
. Year Built
• Building Type
• Address
. Home Value
Application Deployment
• Trinnex will create the client's single tenant(standalone) database and standard
dashboards.
• Trinnex will initialize accounts and security measures. Trinnex will set up a list of users and
user roles (administrator. power user, editor, viewer. contractor) based on the client's input.
• The IeadCAST application will be deployed on )ittps:Utrinnex.cloud leadcast.
Data Gathering & Acceptance
• Data Discovery - Trinnex will coordinate with the client to obtain the data required for
deployment.
• Data Review
o Trinnex will review customer data submittal to:
. Confirm consistency with leadCAST & leadCAST Predict schema and
requirements.
. Best leverage customer inventory for LCRR compliance to reduce unknowns
through hard data.
U ! trinnex
• Trust in what's next.
o Trinnex may reject/amend the customer data submittal request based on data
completeness or data quality.
Data Acceptance
o Trinnex will notify the client of accepted data by email.
o Trinnex will provide a high-level data report.
Verifications
• If any existing verifications have been performed,Trinnex will load an excel or GIS export
into a verification table. This data will be linked to the inventory using the unique ID.
• After Trinnex completes the implementation,the customer will be responsible for
performing additional uploads.
IeadCAST Configuration S Inventory Upload
• Once accepted by Trinnex, customer data is uploaded into IeadCAST in its current state.The
customer may be notified of missing or deficient data, but the customer is responsible for
correcting the data. Trinnex will notperform data corrections.
• In the event the customer needs to resubmit data after the initial upload, not to the fault of
Trinnex,then additional data uploads will be at the expense of the customer (20 hours of
current data processing billing rate).
• Trinnex willtranslate client data to match the leadCAST database template, including a
unique ID (provided by the client)to tie back to the client's database of record.
• Trinnex will establish the base service line inventory in IeadCAST to support predictive
modeling.
• Trinnex will upload the IeadCAST-formatted customer inventory into leadCAST.
Customer Portal& Public Man
• Trinnex will use customer billing data with account number or alternate identifier to
establish a secured customer contact database, including a customer list/address layer for
all properties with service.
• Trinnex will launch the secure customer portal (self-reporting,and right of entry consent,
using the information specified in Attachment A provided by the client.
Application Reveal & User Training
• Trinnex will schedule a meeting to walk through Trinnex applications with the client.
• Trinnex will hold a training workshop (up to 4 hours)
o Navigating the systems
o Editing in the data editor
o Mobile Editing
IeadCAST Predict Deployment
I. I tri n nex
•• Trust in what's next
• Trinnex will deploy IeadCAST Predict, the predictive modeling and machine learning model,
to optimize field inspections and provide material predictions.
• The model will be run using the inventory data, in conjunction with customer-supplied field
verifications.The model will be run after the initial field verifications are performed and
provided by the client. Trinnex assumes customer will provide field verifications within a
maximum of 8 weeks, otherwise the deployment may be delayed.
• Predictive modeling is an iterative process that begins with identifying a representative set
of properties to perform field verifications.Trinnex will use Inspection Optimizer to develop
a recommended initial verification set, representative of unknowns in the water system.
Inspection Optimizer generates recommendations using a representative sampling with
respect to attributes such as property age, neighborhood, and demographics.
• After the field verifications are performed and the client's instance of leadCAST is deployed,
Trinnex builds the predictive model. It is trained and tested using field verifications, in
combination with the service line inventory, demographic data from the U.S. Census Bureau,
and parcel data/tax assessing data. With the exception of census/demographic data,all of
the information used to build the predictive model is provided by the customer and stored in
the leadCAST database during the IeadCAST implementation. The leadCAST
implementation must be complete prior to building the predictive model.
• Trinnex obtains demographic data from the U.S. Census Bureau for use in the predictive
model.
• The model predicts the probability of lead or galvanized services requiring replacement, it
does not predict the probability of individual materials such as lead, galvanized, copper or
plastic.
• Trinnex will run the predictive model, using customer-supplied field verifications, up to 4
times within a 12-month subscription.
• Trinnex will provide a maximum of 40 hours of data consulting services to the customer
during a 12-month subscription period. This includes support for regulatory review and
acceptance of predictive modeling on a case-by-case basis. The acceptance of predictive
modeling for inventory development is determined by individual states.
• The accuracy will be reported within the IeadCAST application and a report on the model's
features selection and model performance metrics such as accuracy,precision, and recall
will be generated.
• Trinnex will monitor EPA and State Regulatory Agencies for guidance on machine learning
and align the model with upcoming guidance.
Schedule
• Trinnex will provide the initial list of field verifications for predictive modeling within 8
weeks of data acceptance.
IeadCAST Implementation Project Meetinas
• Project Kickoff
• Data Coordination Meetings
• Application Reveal and Training Prep
• Training Workshop (1 remote session, up to 4 hours)
• 30-Day Post Training Check-ins (Weekly, up to 4 meetings)
! I ! trinnex
• ".'int S neY
• Predictive Modeling Review (up to 4 meetings in a 12-month subscription period)
• Quarterly reviews to discuss prediction updates and results.
• Project Closeout
LCRR Website
• Trinnex will setup plus the first year of subscription for Custom branded LCRR website.
public map, look-up tool, frequently asked questions. embedded Water Quality Report.
Includes 1 round of revisions.
• 10 hours of content updates are included in a 12-month subscription period.
Assumptions & Disclaimers
• Client is responsible for the creation/submission of LCRR inventory to their regulatory
agency. Trinnex will provide the documentation required by FDEP and submit it for
compliance.
• Client will advise Trinnex on assumptions and material classifications to be applied to the
inventory (e.g., Service lines 2.5" and greater and or service lines installed after the 1988
federal lead ban will be classified non-lead.)
• Client provides all required datasets/fields as defined in the project data request if possible.
• Trinnex will not review or input data from paper.scanned records. or any non-tabular data
source.
• Geocoding is not included in a leadCAST standard implementation.
• Trinnex can integrate with other systems, but integrations are not part of a standard
implementation.
• Client is responsible for performing field verifications.
• The model will be run on regular intervals as batches of inspections are completed and
validated.This iterative process will include no more than 4 updates during each calendar
year with an assumed increase of 1% in additional field verifications.
• Customized dashboards/charts are not included.
• Trinnex will notprovide software support directly to a utility's water customer. If a user of
the public portal encounters an issue. it must first be reported to and handled by the utility.
As such,the utility will serve as frontline support. If a software issue is identified,then the
utility will submit a support request to Trinnex.Furthermore,the utility will be involved and
present to facilitate correspondence and/or meetings. with all three parties.to fully resolve
the issue.
! I tri n nex
what's next
EXHIBIT B
CONTRACT BETWEEN SOURCEWELL
AND
TRINNEX,INC.
DocuSign Envelope ID 7926ACFA-E579-4FFF-ADE2-56ED7DD963AB
012524-TRX
Sourcewell a
Solicitation Number: RFP#012524
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN
56479 (Sourcewell) and Trinnex Inc., 670 N. Commercial Street, Suite 208, Manchester, NH
03101-1188 (Supplier).
Sourcewell is a State of Minnesota local government unit and service cooperative created
under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers
cooperative procurement solutions to government entities. Participation is open to eligible
federal, state/province, and municipal governmental entities, higher education, K-12 education,
nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Water Service Line Inventory and Management
Systems with Related Services from which Supplier was awarded a contract.
Supplier desires to contract with Sourcewell to provide software and implementation services
to Sourcewell and the entities that access Sourcewell's cooperative purchasing contracts
(Participating Entities). Use of any of Supplier's software products shall be governed by the
master agreement(s) applicable to those products ("License Agreement").
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
EXPIRATION DATE AND EXTENSION. This Contract expires April 3, 2028, unless it is cancelled
sooner pursuant to Article 22. This Contract allows up to three additional one-year extensions
upon the request of Sourcewell and written agreement by Supplier. Sourcewell retains the right
to consider additional extensions beyond seven years as required under exceptional
circumstances.
B. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all
payment obligations incurred prior to expiration or termination will survive, as will the
following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All
other rights will cease upon expiration or termination of this Contract.
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2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or
Services as stated in its Proposal submitted under the Solicitation Number listed above.
Supplier's Equipment, Products, or Services Proposal (Proposal) is attached and incorporated
into this Contract.
All Equipment and Products provided under this Contract must be new and the current model.
Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated
in Supplier's product and pricing list. Unless agreed to by the Participating Entities in advance,
Equipment or Products must be delivered as operational to the Participating Entity's site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated,
sales and sales volume are not guaranteed.
B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free
from liens and encumbrances, and are free from defects in design, materials, and workmanship.
In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will
perform in accordance with the ordinary use for which they are intended. Supplier's dealers
and distributors must agree to assist the Participating Entity in reaching a resolution in any
dispute over warranty terms with the manufacturer. Any manufacturer's warranty that extends
beyond the expiration of the Supplier's warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout
the Contract term, Supplier must provide to Sourcewell a current means to validate or
authenticate Supplier's authorized dealers, distributors, or resellers relative to the Equipment,
Products, and Services offered under this Contract, which will be incorporated into this
Contract by reference. It is the Supplier's responsibility to ensure Sourcewell receives the most
current information.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price
stated in Supplier's Proposal.
When providing pricing quotes to Participating Entities, all pricing quoted must reflect a
Participating Entity's total cost of acquisition. This means that the quoted cost is for delivered
Equipment, Products, and Services that are operational for their intended purpose, and
includes all costs to the Participating Entity's requested delivery location.
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Regardless of the payment method chosen by the Participating Entity, the total cost associated
with any purchase option of the Equipment, Products, or Services must always be disclosed in
the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly
packaged. Damaged Equipment and Products may be rejected. If the damage is not readily
apparent at the time of delivery, Supplier must permit the Equipment and Products to be
returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
Participating Entities reserve the right to inspect the Equipment and Products at a reasonable
time after delivery where circumstances or conditions prevent effective inspection of the
Equipment and Products at the time of delivery. In the event of the delivery of nonconforming
Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and
the Supplier will replace nonconforming Equipment and Products with conforming Equipment
and Products that are acceptable to the Participating Entity.
Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive
in a defective or inoperable condition.
Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally
delivers substandard or inferior Equipment or Products.
B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax-
exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax-
exempt entity.
C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection
of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to
Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed
from the Hot List at any time through a Sourcewell Price and Product Change Form as defined
in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and
discontinued Equipment and Products as long as those close-out and discontinued items are
clearly identified as such. Current ordering process and administrative fees apply. Hot List
Pricing must be published and made available to all Participating Entities.
4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any
time. All requests must be made in writing by submitting a signed Sourcewell Price and Product
Change Request Form to the assigned Sourcewell Supplier Development Administrator. This
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approved form is available from the assigned Sourcewell Supplier Development Administrator.
At a minimum, the request must:
• Identify the applicable Sourcewell contract number;
• Clearly specify the requested change;
• Provide sufficient detail to justify the requested change;
• Individually list all Equipment, Products, or Services affected by the requested change,
along with the requested change (e.g., addition, deletion, price change); and
• Include a complete restatement of pricing documentation in Microsoft Excel with the
effective date of the modified pricing, or product addition or deletion. The new pricing
restatement must include all Equipment, Products, and Services offered, even for those
items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Change Request Form will become an
amendment to this Contract and will be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS,AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell's cooperative contracts are available and open to public and
nonprofit entities across the United States and Canada; such as federal, state/province,
municipal, K-12 and higher education, tribal government, and other public entities.
The benefits of this Contract should be available to all Participating Entities that can legally
access the Equipment, Products, or Services under this Contract. A Participating Entity's
authority to access this Contract is determined through its cooperative purchasing, interlocal,
or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service
Member of Sourcewell during such time of access. Supplier understands that a Participating
Entity's use of this Contract is at the Participating Entity's sole convenience and Participating
Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use
eligibility requirements and documentation and will encourage potential participating entities
to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its
roster during the term of this Contract.
B. PUBLIC FACILITIES. Supplier's employees may be required to perform work at government-
owned facilities, including schools. Supplier's employees and agents must conduct themselves
in a professional manner while on the premises, and in accordance with Participating Entity
policies and procedures, and all applicable laws.
6. PARTICIPATING ENTITY USE AND PURCHASING
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A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under
this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this
Contract; however, order flow and procedure will be developed jointly between Sourcewell and
Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized
subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it
may use its own forms, but the purchase order should clearly note the applicable Sourcewell
contract number. All Participating Entity orders under this Contract must be issued prior to
expiration or cancellation of this Contract; however, Supplier performance, Participating Entity
payment obligations, and any applicable warranty periods or other Supplier or Participating
Entity obligations may extend beyond the term of this Contract.
Supplier's acceptable forms of payment are included in its attached Proposal. Participating
Entities will be solely responsible for payment and Sourcewell will have no liability for any
unpaid invoice of any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and
conditions to a purchase order, or other required transaction documentation, may be
negotiated between a Participating Entity and Supplier, such as job or industry-specific
requirements, legal requirements (e.g., affirmative action or immigration status requirements),
or specific local policy requirements. Some Participating Entities may require the use of a
Participating Addendum, the terms of which will be negotiated directly between the
Participating Entity and the Supplier or its authorized dealers, distributors, or resellers, as
applicable. Any Participating Entity who purchases Trinnex software through this Contract shall
agree to be bound by the applicable License Agreement. Any negotiated additional terms and
conditions must never be less favorable to the Participating Entity than what is contained in this
Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires
service or specialized performance requirements not addressed in this Contract (such as e-
commerce specifications, specialized delivery requirements, or other specifications and
requirements), the Participating Entity and the Supplier may enter into a separate, standalone
agreement, apart from this Contract. Sourcewell, including its agents and employees, will not
be made a party to a claim for breach of such agreement.
D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or
in part, immediately upon notice to Supplier in the event of any of the following events:
1. The Participating Entity fails to receive funding or appropriation from its governing body
at levels sufficient to pay for the equipment, products, or services to be purchased; or
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the
Participating Entity's requirements.
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E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a
Participating Entity's order will be determined by the Participating Entity making the purchase.
7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to
Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is
changed. The Account Representative will be responsible for:
• Maintenance and management of this Contract;
• Timely response to all Sourcewell and Participating Entity inquiries; and
• Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with
Sourcewell per contract year. The business review will cover sales to Participating Entities,
pricing and contract terms, administrative fees, sales data reports, performance issues, supply
issues, customer issues, and any other necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT
A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a
contract sales activity report (Report) to the Sourcewell Supplier Development Administrator
assigned to this Contract. Reports are due no later than 45 days after the end of each calendar
quarter. A Report must be provided regardless of the number or amount of sales during that
quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were
made).
The Report must contain the following fields:
• 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;
• Participating Entity Contact Name;
• Participating Entity Contact Email Address;
• Participating Entity Contact Telephone Number;
• Sourcewell Assigned Entity/Participating Entity Number;
• Item Purchased Description;
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• Item Purchased Price;
• Sourcewell Administrative Fee Applied; and
• Date Purchase was invoiced/sale was recognized as revenue by Supplier.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell,
the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and
Services provided to Participating Entities. The Administrative Fee must be included in, and not
added to, the pricing. Supplier may not charge Participating Entities more than the contracted
price to offset the Administrative Fee.
The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated
in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased
by Participating Entities under this Contract during each calendar quarter. Payments should
note the Supplier's name and Sourcewell-assigned contract number in the memo; and must be
mailed to the address above "Attn: Accounts Receivable" or remitted electronically to
Sourcewell's banking institution per Sourcewell's Finance department instructions. Payments
must be received no later than 45 calendar days after the end of each calendar quarter.
Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to
ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell
reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in
any subsequent solicitation. In the event this Contract is cancelled by either party prior to the
Contract's expiration date, the administrative fee payment will be due no more than 30 days
from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Supplier's Authorized Representative is the person named in the Supplier's Proposal. If
Supplier's Authorized Representative changes at any time during this Contract, Supplier must
promptly notify Sourcewell in writing.
10. AUDIT,ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE
A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records,
documents, and accounting procedures and practices relevant to this Contract are subject to
examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the
end of this Contract. This clause extends to Participating Entities as it relates to business
conducted by that Participating Entity under this Contract.
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B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under
this Contract without the prior written consent of the other party and a fully executed
assignment agreement. Such consent will not be unreasonably withheld. Any prohibited
assignment will be invalid.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective
until it has been duly executed by the parties.
D. WAIVER. Failure by either party to take action or assert any right under this Contract will
not be deemed a waiver of such right in the event of the continuation or repetition of the
circumstances giving rise to such right. Any such waiver must be in writing and signed by the
parties.
E. CONTRACT COMPLETE. This Contract represents the complete agreement between the
parties. No other understanding regarding this Contract, whether written or oral, may be used
to bind either party. For any conflict between the attached Proposal and the terms set out in
Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent
contractors, each free to exercise judgment and discretion with regard to the conduct of their
respective businesses. This Contract does not create a partnership,joint venture, or any other
relationship such as master-servant, or principal-agent.
11. INDEMNITY AND HOLD HARMLESS
Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities,
including their agents and employees, harmless from any claims or causes of action, including
attorneys' fees incurred by Sourcewell or its Participating Entities, arising out of any act or
omission in the performance of this Contract 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 the Equipment, Products, or Services under this Contract to the extent the
Equipment, Product, or Service has been used according to its specifications. Sourcewell's
responsibility will be governed by the State of Minnesota's Tort Liability Act (Minnesota
Statutes Chapter 466) and other applicable law.
12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act,
Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell
under this Contract and as it applies to all data created, collected, received, maintained, or
disseminated by the Supplier under this Contract.
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13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT
A. INTELLECTUAL PROPERTY. All intellectual property rights connected to any software
Supplier is providing shall be governed solely by the applicable License Agreement.
Intellectual property rights not related to any software products shall be governed as set
forth below:
1. Grant of License. During the term of this Contract:
a. 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 and
promotional materials for the purpose of marketing Sourcewell's relationship with
Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and
license to use Supplier's trademarks in advertising and promotional materials for the
purpose of marketing Supplier's relationship with Sourcewell.
2. 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, and agents (collectively "Permitted Sublicensees") in
advertising and promotional materials for the purpose of marketing the Parties' relationship
to Participating Entities. Any sublicense granted will be subject to the terms and conditions
of this Article. Each party will be responsible for any breach of this Article by any of their
respective sublicensees.
3. Use; Quality Control.
a. 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.
b. 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. Upon written notice to the breaching party, the
breaching party has 30 days of the date of the written notice to cure the breach or
the license will be terminated.
4. Termination. Upon the termination of this Contract 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.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released
without prior written approval from the Authorized Representatives. Publicity includes notices,
informational pamphlets, press releases, research, reports, signs, and similar public notices
prepared by or for the Supplier individually or jointly with others, or any subcontractors, with
respect to the program, publications, or services provided resulting from this Contract.
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C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be
approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development
Administrator assigned to this Contract.
D. ENDORSEMENT.The Supplier must not claim that Sourcewell endorses its Equipment,
Products, or Services.
14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue
for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate
state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.
15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God
or other conditions that are beyond that party's reasonable control. A party defaulting under
this provision must provide the other party prompt written notice of the default.
16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal,
unenforceable, or void then both parties will be relieved from all obligations arising from that
provision. If the remainder of this Contract is capable of being performed, it will not be affected
by such determination or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract,the parties will monitor performance and
address unresolved contract issues as follows:
1. Notification. The parties must promptly notify each other of any known dispute and
work in good faith to resolve such dispute within a reasonable period of time. If necessary,
Sourcewell and the Supplier will jointly develop a short briefing document that describes
the issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified
above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher
level of management.The Supplier will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the
Supplier must continue without delay to carry out all of its responsibilities under the
Contract that are not affected by the dispute. If the Supplier fails to continue without delay
to perform its responsibilities under the Contract, in the accomplishment of all undisputed
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work, the Supplier will bear any additional costs incurred by Sourcewell and/or its
Participating Entities as a result of such failure to proceed.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract,
or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
The party claiming default must provide written notice of the default, with 30 calendar days to
cure the default.Time allowed for cure will not diminish or eliminate any liability for liquidated
or other damages. If the default remains after the opportunity for cure, the non-defaulting
party may:
• Exercise any remedy provided by law or equity, or
• Terminate the Contract or any portion thereof, including any orders issued against the
Contract.
18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect
at all times during the performance of this Contract with insurance company(ies) licensed or
authorized to do business in the State of Minnesota having an "AM BEST" rating of A- or better,
with coverage and limits of insurance not less than the following:
1. Workers'Compensation and Employer's Liability.
Workers' Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
2. Commercial General Liability Insurance. Supplier will maintain insurance covering its
operations, with coverage on an occurrence basis, and must be subject to terms no less
broad than the Insurance Services Office ("ISO") Commercial General Liability Form
CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include
liability arising from premises, operations, bodily injury and property damage,
independent contractors, products-completed operations including construction defect,
contractual liability, blanket contractual liability, and personal injury and advertising
injury. All required limits, terms and conditions of coverage must be maintained during
the term of this Contract.
Minimum Limits:
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$1,000,000 each occurrence Bodily Injury and Property Damage
$1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for products liability-completed operations
$2,000,000 general aggregate
3. Commercial Automobile Liability Insurance. During the term of this Contract,
Supplier will maintain insurance covering all owned, hired, and non-owned automobiles
in limits of liability not less than indicated below.The coverage must be subject to terms
no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer),
or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Supplier will maintain
umbrella coverage over Employer's Liability, Commercial General Liability, and
Commercial Automobile.
Minimum Limits:
$2,000,000
5. Professional/Technical, Errors and Omissions, and/or Miscellaneous Professional
Liability. During the term of this Contract, Supplier will maintain coverage for all claims
the Supplier may become legally obligated to pay resulting from any actual or alleged
negligent act, error, or omission related to Supplier's professional services required
under this Contract.
Minimum Limits:
$2,000,000 per claim or event
$2,000,000—annual aggregate
6. Network Security and Privacy Liability Insurance. During the term of this Contract,
Supplier will maintain coverage for network security and privacy liability. The coverage
may be endorsed on another form of liability coverage or written on a standalone
policy. The insurance must cover claims which may arise from failure of Supplier's
security resulting in, but not limited to, computer attacks, unauthorized access,
disclosure of not public data —including but not limited to, confidential or private
information, transmission of a computer virus, or denial of service.
Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling
Sourcewell to immediately terminate this Contract for default.
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B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must
furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this
Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to
Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the
Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must
be signed by a person authorized by the insurer(s) to bind coverage on their behalf.
Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide
certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in
this Contract.
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY
INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including
their officers, agents, and employees, as an additional insured under the Supplier's commercial
general liability insurance policy with respect to liability arising out of activities, "operations," or
"work" performed by or on behalf of Supplier, and products and completed operations of
Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is
primary and not excess over or contributory with any other valid, applicable, and collectible
insurance or self-insurance in force for the additional insureds.
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 Contract or other
insurance applicable to the Supplier or its subcontractors. The waiver must apply to all
deductibles and/or self-insured retentions applicable to the required or any other insurance
maintained by the Supplier or its subcontractors. 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
Contract can be met by either providing a primary policy or in combination with
umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this
Contract must comply fully with applicable federal laws and regulations, and with the laws in
the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier must maintain a valid and current status on all required federal,
state/provincial, and local licenses, bonds, and permits required for the operation of the
business that the Supplier conducts with Sourcewell and Participating Entities.
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20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in
writing certain information to Sourcewell related to bankruptcy actions. If at any time during
this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in
writing.
Supplier certifies and warrants that neither it nor its principals are presently debarred,
suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs
operated by the State of Minnesota; the United States federal government or the Canadian
government, as applicable; or any Participating Entity. Supplier certifies and warrants that
neither it nor its principals have been convicted of a criminal offense related to the subject
matter of this Contract. Supplier further warrants that it will provide immediate written notice
to Sourcewell if this certification changes at any time.
21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or
services from this Contract 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 Article, all
references to "federal" should be interpreted to mean the United States federal government.
The following list only applies when a Participating Entity accesses Supplier's Equipment,
Products, or Services with United States federal funds.
A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all
contracts 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.
B. 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
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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 be in
compliance with all applicable Davis-Bacon Act provisions.
C. 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 the purchases of supplies or 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 Contract. Supplier certifies that during the term of
an award for all contracts by Sourcewell resulting from this procurement process, Supplier must
comply with applicable requirements as referenced above.
D. 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 contracts by Sourcewell resulting from this
procurement process, Supplier must comply with applicable requirements as referenced above.
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E. 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 Contract will comply with applicable requirements
as referenced above.
F. 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.
G. 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).
H. 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.
I. 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.
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J. 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.
K. 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 Contract 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.
L. 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.
M. 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.
N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to
this Contract 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 Contract or any purchase by an authorized user.
O. 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 Contract or any purchase by a
Participating Entity.
P. 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.
4. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services,
Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to
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the anticipated work under this Contract 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.
R. 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.
S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR
EQUIPMENT.To the extent applicable, Supplier certifies that during the term of this Contract it
will comply with applicable requirements of 2 C.F.R. § 200.216.
T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies
that during the term of this Contract will comply with applicable requirements of 2 C.F.R. §
200.322.
22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60
days' written notice to the other party. However, Sourcewell may cancel this Contract
immediately upon discovery of a material defect in any certification made in Supplier's
Proposal. Cancellation of this Contract does not relieve either party of financial, product, or
service obligations incurred or accrued prior to cancellation.
Sourcewell Trinnex Inc.
by:
DocuSgned by:
EDocuSigned
Ut3+y S(14004 f#yft-htstiuk, Sr.
By: c0FD2A139006484 By: 610130570725447..
Jeremy Schwartz Keith Hodsden Sr.
Title: Chief Procurement Officer Title: Vice President of Sales Trinnex
3/28/2024 I 4:26 PM CDT 3/28/2024 I 3:26 PM CDT
Date: Date:
Rev.3/2022 18
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RFP 012524 - Water Service Line Inventory and Management
Systems with Related Services
Vendor Details
Company Name: Trinnex Inc.
Does your company conduct
business under any other name?If Trinnex
yes, please state:
670 N Commercial Street
Address: STE 208
Manchester,New Hampshire 03101
Contact: Nicole Blair
Email: bids@trinnex.io
Phone: 603-263-1245
HST#: 87-2748629
Submission Details
Created On: Wednesday December 13. 2023 11:02:01
Submitted On: Thursday January 25,2024 10:33:14
Submitted By: Nicole Blair
Email: bids@trinnex.io
Transaction#: c6fe7742-d6b7-4c65-b9be-f8ad17a53699
Submitter's IP Address: 98.124.161.29
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID'. 7926ACFA-E579-4FFF-ADE2-56ED70D963AB
Specifications
Table 1: Proposer Identity & Authorized Representatives
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).
Une Question Response '
Item
1 Proposer Legal Name (one legal entity only): Trinnex Inc
(In the event of award. will execute the
resulting contract as "Supplier")
2 Identify all subsidiary entities of the Proposer Not applicable
whose equipment, products, or services are
included in the Proposal.
3 Identify all applicable assumed names or DBA Trinnex Inc. is a subsidiary of CDht Smith. Inc.
names of the Proposer or Proposer's
subsidiaries in Line 1 or Line 2 above
4 Provide your CAGE code or Unique Entity 9KG79
Identifier (SAM).
5 Proposer Physical Address 670 N Commercial Street. STE 203
Manchester. NH 03101-1188
6 Proposer website address (or addresses): www.tnnnex io
7 Proposer's Authorized Representative (name. Keith Hodsden Sr.
title. address. email address & phone) (The Vice President of Sales. Trinnex
representative must have authority to sign 670 N Commercial Street. STE 208
the "Proposers Assurance of Compliance" on Manchester. NH 03101-1188
behalf of the Proposer and. in the event of Keith.Hodsden@trinnex.io
award. will be expected to execute the 802-758-2109
resulting contract)
8 Proposer's primary contact for this proposal Nicole Blair
(name. title. address. email address & phone) Senior Marketing and Proposal Specialist
nicole blair@tnnnex io
404-720-1249
9 Proposer's other contacts for this proposal. if Amymarie Corriveau
any (name, title, address email address & President. Trinnex
phone): 670 N Commercial Street STE 208
Manchester. NH 03101-1188
amy.comveau@tnnnex io
603-222-8329
Sales Email - sales@trinnex io
Table 2: Company Information and Financial Strength
Line I Question Response
Item
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID: 7926ACFA-E579-4FFF-ADE2-56ED7DD963AB
10 Provide a brief history of your company. As a wholly-owned subsidiary of CDM Smith, Trinnex represents a 75-year legacy of
including your company s core values, infrastructure excellence coupled with a unique set of software solutions and digital
business philosophy, and industry longevity services.
related to the requested equipment. products
or services. Trinnex operates with 3 core business areas:
Commercial software. Trinnex provides software as a service (SaaS) that transforms
how utility leaders manage their systems by putting their data to work for them.
Digital consulting. Trinnex provides digital consulting and advisory services that help
our clients maximize their data management today to enable smarter infrastructure
decisions in the future.
Custom solutions. Trinnex delivers custom digital solutions that are purpose-built,
intuitive, and actionable within the specific and unique context of an organization s
needs.
Through these avenues, Trinnex positively impacts public health by empowering water
and wastewater utilities to remove lead in drinking water, limit sewerage pollution,
streamline water quality compliance, and simplify utility operations.
Trinnex s Core Values include:
• Boldy Seize Initiative
• Do the Right Thing
• Think Customer First
• Deliver on Your Word
• Seek Diversity & Inclusion
Trinnex helps infrastructure leaders advance their digital journey through proven
processes, software tools, and consulting partnerships. Our team has decades of
domain knowledge; data-science expertise, and technical software excellence in
supporting water utilities. Our team members also have extensive experience in
engineering, GIS. software development, and data analytics.
Our team is nationwide and fully committed to meeting utilities where they are in
their digital journey, developing innovative solutions to help them progress. and
ultimately drive positive outcomes with real-world impact.
11 What are your company s expectations in the Trinnex plans to heavily market this contract as a purchasing avenue to simplify the
event of an award? procurement process and help utilities avoid having to go through a lengthy RFP
process to comply with upcoming regulatory deadlines.
12 Demonstrate your financial strength and Refer to the uploaded D&B Finance Analytics reports for Trinnex. Inc. and for
stability with meaningful data. This could Trinnex s parent company. CDM Smith. Inc.
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.
13 What is your US market share for the Trinnex is unable to provide US market share data. •
solutions that you are proposing?
14 What is your Canadian market share for the Trinnex has not sold any solutions in Canada.
solutions that you are proposing?
15 Has your business ever petitioned for No
bankruptcy protection? If so, explain in detail.
16 How is your organization best described is Trinnex Inc. is a provider of SAAS software solutions and associated services.
it a manufacturer, a distributor/dealer/reseller, Trinnex s sales and service team is employed by Trinnex.
or a service provider? Answer whichever
question (either a) or b) just below) best
applies to your organization.
a) If your company is best described as
a distributor/dealedreseller (or similar entity),
provide your written authorization to act as a
distributor/dealedreseller for the manufacturer
of the products proposed in this RFP. If
applicable, is your dealer network
independent or company owned?
b) If your company is best described as
a manufacturer or service provider, describe
your relationship with your sales and service
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?
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID 7926AGFA-E519-4FFF-ADE2-56ED7DD963AB
17 If applicable, provide a detailed explanation In 2023, Trinnex Inc. achieved SOC-2 Type 1 Certification.
outlining the licenses and certifications that
are both required to be held, and actually The SOC 2 assessment confirmed that Trinnex s data is secure, and any vulnerability-
held, by your organization (including third related risks are mitigated. SOC 2 audits assess the effectiveness of controls
parties and subcontractors that you use) in related to data security, availability, and privacy.
pursuit of the business contemplated by this
RFP. Trinnex expects to achieve SOC-2 Type 2 Certification in 2024.
18 Provide all "Suspension or Debarment" Trinnex. Inc. has no past or present litigation. suspension, or debarment.
•
information that has applied to your
organization during the past ten years.
Table 3: Industry Recognition & Marketplace Success
Line
Question Response *
item
19 Describe any relevant industry awards or New England Stormy Award (2022)
recognition that your company has received New England Stormwater Collaborative awards the Stormy Award for the best
in the past five years stormwater work in New England. The award program identifies simple, imaginative,
unique. and inventive stormwater ideas in three categories' Stormwater
Management/Green Infrastructure, Political Supportrt'Funding/Outreach, and Program
Efficiency/Technology Support. Trinnex and its customer, the City of New Bedford,
MA, were awarded the awarded the Stormy award for innovative use of
technology
Society for Marketing Professional Services (SMPS) Award of Excellence for
Trinnex Brand Launch (2023)
In 2023. Trinnex staff gave 14 presentations at water conferences and presented 5
webinars.
20 What percentage of your sales are to the Since 2022. approximately 95% of Trinnex's sales have been for the govemment
govemmental sector in the past three years sector.
21 What percentage of your sales are to the None: not applicable.
education sector in the past three years
22 List any state, provincial. or cooperative Trinnex does not currently hold any state, provincial or cooperative purchasing
purchasing contracts that you hold. What is contracts.
the annual sales volume for each of these
contracts over the past three years?
23 List any GSA contracts or Standing Offers Trinnex does not currently hold an GSA Contracts or Standing Offers and Supply
and Supply Arrangements (SOSA) that you Arrangements
hold. What is the annual sales volume for
each of these contracts over the past three
years?
Table 4: ReferenceslTestimonials
Line Item 24. Supply reference information from three customers who are eligible to be Sourcewell participating entities.
(ntity lame* Contact lame* Phone lumber*
South Central Regional Water Authority Tom Barger. Manager of Water Quality (203) 401-2710
(RWA)
Northern Kentucky Water District Mary Carol Wagner, Water Quality Manager (859) 991-1623
League City Public Works Tommy Arredondo, Public Works Utility Manager (281) 551-1040
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID: 7926ACFA-E579-4FFF-ADE2-56ED7DD963AB
Table 5: Top Five Government or Education Customers
Line Item 25. Provide a list of your top five government, education. or non-profit customers(entity name is optional), including entity
type. the state or province the entity is located in. scope of the project(s). size of transaction(s). and dollar volumes from the past three
years.
Entity Name Entity Type State/ Dollar Volume Past Three
Scope of Work Size of Transactions
Province Years
League City Government Texas-TX IeadCAST Implementation for Trinnex cannot disclose Trinnex cannot disclose
Public Works LCRR Compliance the size of transaction the dollar volume.
South Central Government Connecticut-CT leadCAST Implementation with Trinnex cannot disclose Trinnex cannot disclose
Regional Predictive Modeling for LCRR the size of transaction the dollar volume.
Water Compliance
Authority(RWA)
Arlington Government Virginia-VA IeadCAST Implementation for Trinnex cannot disclose Trinnex cannot disclose
County LCRR Compliance the size of transaction. the dollar volume.
Department of
Environmental
Services
Gainesville Government Florida-FL leadCAST Implementation for Trinnex cannot disclose Trinnex cannot disclose
Regional LCRR Compliance the size of transaction the dollar volume.
Utilities(GRU)
Newport News Government Virginia-VA IeadCAST Predict'Machine Trinnex cannot disclose Trinnex cannot disclose
Water Works Learning for LCRR Compliance the size of transaction. the dollar volume.
Table 6: Ability to Sell and Deliver Service
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
26 Sales force As of January 2024. Trinnex has a total of 72 employees with 9 in sales and 5 in
marketing.
27 Dealer network or other distribution Trinnex will not be using a dealer or distribution partners for this contract.
methods.
28 Service force Trinnex s customer success team is made up of 8 team members who support
Customer Success. including project management and project implementation.
Trinnex currently has 31 employees in Product Engineering. and 19 employees in
Digital Consulting and Software Development Our teams are growing and we are
continuing to add new staff
29 Describe the ordering process If orders Trinnex utilizes Salesforce as its CRM system All sales activities are tracked within
will be handled by distributors, dealers or Salesforce from lead stage to quotes to closed'won opportunities. Trinnex also
others explain the respective roles of the tracks all software renewals via Salesforce
Proposer and others
Customers will be provided with custom quotes from our Tnnnex Sales Team.
outlining all software and services All order information be entered into Salesforce
and updated as required.
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID: 7926ACFA-E519-41-I-F-ADE2-56ED7DD963AB
30 Describe in detail the process and Trinnex employs ServiceNow as its customer support portal for customer service
procedure of your customer service management ServiceNow CSM provides a rich self-help environment full of
program. if applicable. Include your knowledge base articles and videos The support request ticketing system helps
response-time capabilities and Trinnex staff to easily collaborate to solve problems and proactively address customer
commitments as well as any incentives issues The Trinnex support portal is easily accessible from within the IeadCAST
that help your providers meet your stated application
service goals or promises
Within ServiceNow. IeadCAST users can access a knowledge base to view on-
demand, training content and self-service articles The articles and training content
encompass the common workflows in IeadCAST The content is updated alongside
major releases to IeadCAST. so that it is reflective of the software.
Trinnex s Support team is available Monday - Friday from 8 00am to 5pm EST.
The Trinnex team strives to exceed our goal of 95Q customer satisfaction in all
aspects of our business
Trinnex's Support SLA is as follows:
1-Cntical - 1 business hour
2-High - 2 business hours
3-Moderate - 4 business hours
4-Low - 8 business hours
31 Descnbe your ability and willingness to Trinnex's software solutions and services may be purchased by any water or sewer
provide your products and services to utility within the United States
Sourcewell participating entities in the
United States
32 Describe your ability and willingness to Trinnex plans to be authorized to sell its SAAS software solutions in Canada in 2024
provide your products and services to
Sourcewell participating entities in Canada
33 Identify any geographic areas of the United There are no exclusions within the United States
States or Canada that you will NOT be
fully serving through the proposed contract Trinnex plans to be authorized to sell its SAAS software solutions in Canada in 2024
34 Identify any Sourcewell participating entity Trinnex does not have any selling restnctions for this contract
sectors (i.e.. government. education. not-for-
profit) that you will NOT be fully serving
through the proposed contract Explain in
detail For example. does your company
have only a regional presence. or do other
cooperative purchasing contracts limit your
ability to promote another contract'?
35 Define any specific contract requirements Not applicable
or restrictions that would apply to our
participating entities in Hawaii and Alaska
and in US Territories.
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID: 7926ACFA-E579-4FFF-ADE2-56ED7DD963AB
Table 7: Marketing Plan
Line Question Response
item
36 Describe your marketing strategy for Upon award of this contract the Trinnex Marketing team will be educated in the
promoting this contract opportunity requirements and available resources They will hold regular meetings to discuss the most
Upload representative samples of your effective methods for marketing this contract and any improvements that can be made to
marketing materials (if applicable) in increase sales opportunities.
the document upload section of your
response. Tnnnex will coordinate with the Sourcewell team for any marketing guidance. training and
support related to promoting this contract
Trinnex will communicate the award of this contract through email campaigns. social
media. and other channels Trinnex will also ensure that the contract is marketed at water
industry events and information is readily available to educate prospects on how to utilize
the Sourcewell contract as a purchasing avenue
Our marketing and sales team will regularly review the Sourcewell member list for
inclusion in sales prospecting activities including direct outreach. e-mail marketing
campaigns webinars. and conference events to increase sales through this contract.
Please refer to the document upload section for samples of Trinnex's marketing content.
37 Describe your use of technology and Trinnex is digitally mature in its marketing technology and campaign efforts. Trinnex
digital data (e.g.. social media. leverages industry standard CRM and Marketing Automation software. self-serve pay-per-
metadata usage) to enhance click advertising platforms. SEO, organic social media and third-party syndicated content
marketing effectiveness. through trade publications to promote our offenngs. Tnnnex takes a data-driven approach
and analyzes each of these channels to ensure we are engaging the right audience. with
the right message, at the right time.
38 In your view. what is Sourcewell s role It is expected that Sourcewell will market this contract to water utility customers and
in promoting contracts arising out of provide support to Trinnex for any co-branding guidance or approvals.
this RFP? How will you integrate a
Sourcewell-awarded contract into your Upon award of this contract, the Tnnnex Sales team will have internal meetings to educate
sales process? the team on the contract and associated requirements. We will ensure appropriate fields
are created in our CRM System to ensure tracking of all Sourcewell sales. Our quote
form will be updated to include a contract field
The Trinnex sales team will be trained in the process for water utilities to become
Sourcewell members. Trinnex will provide a quote to the customer that includes our
Sourcewell contract number The sales lead will verify that the quote pricing matches
contract pricing The quote is sent to the customer. After the customer signs the quote.
the sale information will be entered into Trinnex s CRM system and marked that the
purchase was through the Sourcewell contract to allow for efficient quarterly reporting
Trinnex will market this contract to prospective utilities who want to avoid going through
the RFP process or need a more secure purchasing avenue
39 Are your products or services No
available through an e-procurement
ordering process? If so. describe your
e-procurement system and how
governmental and educational
customers have used it
Table 8: Value-Added Attributes
Line Question Response
Item
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID: 7926ACFA-E579-4FFF-ADE2-56ED7DD963AB
40 Describe any product, equipment, Training is a key component of teaching users how to utilize Trinnex s IeadCAST software
maintenance, software, or operator to collect and manage data for their LCRR inventory. Our Customer Success Team has
and software user training developed a robust user manual and knowledge base of informational and training articles
programs that you offer to that show the vanous steps to each scenario within IeadCAST. We have developed an on-
Sourcewell participating entities. boarding process that gets users interacting with the software faster and with greater
Include details, such as whether competence than strictly self-learning through guides. Training on the specific features of
training is standard or optional, leadCAST is only one part in the successful submission of the LCRR Inventory.
who provides training, ongoing
support availability, and any costs After purchasing leadCAST, Trinnex begins training activities with its clients by providing a
that apply. Welcome email from their Customer Success Manager. This team member is responsible
for being the utility s personal point of contact and providing on-boarding, training, and on-
going support. This hands-on approach makes sure the utility can access the application
and begin reviewing the data input before scheduling training sessions.
Trinnex will conduct a Kickoff Meeting with the client team, followed by the Data Discovery
Call, and Product Reveal. In the Product Reveal, our Customer Success Manager will walk
the client through the leadCAST Platform to review their data, assumptions. and answer any
initial questions.
The Client Training Workshop will be scheduled for the client and associated users. This
session will be up to four hours. Following the training, the Customer Success Manager
will schedule regular check-ins with the customer over a 30-day period.
The Customer Success Manager will continue to be the primary point of contact available to
answer any questions. The client may log a ticket through ServiceNow to address any
immediate software challenges.
41 Describe any technological Trinnex s IeadCAST Predict utilizes Predictive Modeling and Artificial Intelligence to save
advances that your proposed utilities time and costs in determining unknown service line material. *
products or services offer.
42 Describe any "green" initiatives Not applicable.
that relate to your company or to
your products or services, and
include a list of the certifying
agency for each.
43 Identify any third-party issued eco- This is not applicable as Trinnex sells SaaS software solutions and digital services.
labels, ratings or certifications that
your company has received for
the equipment or products
included in your Proposal related
to energy efficiency or
conservation, life-cycle design
(cradle-to-cradle), or other
green/sustainability factors.
44 Describe the capabilities of leadCASTT"' provides a comprehensive inventory function to help you meet the LCRR/LCRI
products and services offered to deadlines with confidence. Trinnex s data format is designed based on the EPA's inventory
meet EPA guidelines for funding, template and tracks the information on both the public and private sides of the service line
reporting, and products such as and including connectors. This allows utilities to easily submit inventory data from leadCAST
test kits. to regulators.
To identify unknown service lines and venfy material status, leadCAST includes a field
mobile application. This mobile application supports the completion of material verifications
for connectors, private- and utility-owned service lines, and premise plumbing. The mobile
application includes functionality such as photo upload and utilizes a simple form-based
interface to promote efficiency in the field.
IeadCAST provides a searchable map that can be shared online with the public to display ,
service line materials and replacement status The map can also direct the public to help
you identify the service line materials. This feature helps utilities meet the LCRR/LCRI
regulations and provides an opportunity to engage consumers.
Compliance and customer-requested tap sampling are handled seamlessly through the
integration with SimpleLab. SimpleLab handles the logistics of shipping and testing sample
kits, allowing utilities to simply monitor and review data in leadCAST. All data from
SimpleLab is made available for viewing in IeadCAST in near real-time.
Service line replacement management is supported through IeadCAST s replacement
module. This module allows utilities to add service lines to a replacement pool, assign
contracts and contractors to replacements, and document replacement construction work
through an inspection workflow.
45 Describe how your company will Trinnex does not offer grant, loan, or federal funding assistance.
help with navigating any federal,
state, or local level funding,
credits, or other similar funds.
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID 7926ACFA-E579-4FFF-ADE2-56ED7DD963AB
46 Describe any Women or Minority Not Applicable
Business Entity (WMBE). Small
Business Entity (SBE). or veteran
owned business certifications that
your company or hub partners
have obtained Upload
documentation of certification (as
applicable) in the document
upload section of your response
47 What unique attributes does your Trinnex is a trusted digital technology company in the water industry Trinnex offers water
company. your products or your utilities a comprehensive solution for compliance with the Lead and Copper Rule Revision
services offer to Sourcewell (LCRR) and recent Lead and Copper Rule improvements (LCRI) Trinnex s software was
participating entities? What makes built by water engineers and seasoned software professionals
your proposed solutions unique in
your industry as it applies to leadCAST is uniquely positioned to empower water utilities in meeting the inventory
Sourcewell participating entities? requirements of the LCRR LCRI as leadCAST is the only lead compliance software with
connectors included in the inventory functionality Additionally leadCAST s integration with
SimpleLab allows end-to-end sampling management including drop shipping to consumers.
directly in the application IeadCAST's robust replacement module is industry leading and
has been successfully implemented for large utilities nationwide This success demonstrates
leadCAST is ready to assist utilities in meeting the replacement mandate of the LCRI
Additionally. Trinnex is the industry leader in conducting predictive modeling to reduce
service line unknowns and demonstrate non-lead to regulators. Trinnex is leading
conversations with both State and Federal Regulator to advocate for the use of predictive
modeling and help establish guidelines
Table 9: Performance Standards or Guarantees
Describe in detail your performance standards or guarantees. including conditions and requirements to qualify, claims procedure, and
overall structure. You may upload representative samples of your performance materials (if applicable)in the document upload section
of your response in addition to responding to the questions below.
Line Question Response
Item
48 Describe any performance standards or Trinnex s mission is to provide a world-class experience from Sales to Technical
guarantees that apply to your services Support The Trinnex Implementation team employs a structured process tc
maximize consistency and quality control for every delivery
Trinnex has crafted superior methodologies and tools to drive successful
implementations. delivery. and application adoption for leadCAST Each client can
expect to work with a team of subject matter experts (SMEs) to assist in facilitating
a smooth and efficient process for onboarding delivery Our SMEs partner with the
client to understand their goals establish effective timelines collaborate on inventory
data. and deliver a user-friendly solution. Trinnex s team leverages a robust project
management tool to aid in the progression of the project and provides transparency
to the customer through the onboarding journey
49 Describe any service standards or The Trinnex team strives to exceed our goal of 95% customer satisfaction in al!
guarantees that apply to your services aspects of our business
(policies metrics, KPIs. etc)
Trinnex's Support SLA is as follows:
1-Critical - 1 business hour
2-High - 2 business hours
3-Moderate - 4 business hours
4-Low - 8 business hours
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID: 7926ACFA-E579-4FFF-ADE2-56ED7DD963AB
Table 10: Payment Terms and Financing Options
Une Question Response
Item
50 Describe your payment terms and accepted payment Payment is due 30 days from the date of acceptance of quote
methods The term of the subscription starts on the date that the quote is
executed
51 Describe any leasing or financing options available for use Tnnnex does not offer any leasing or financing options
by educational or governmental entities.
52 Describe any standard transaction documents that you Trinnex will provide a detailed quote to each customer Refer t
propose to use in connection with an awarded contract uploaded example "Quote Form".
(order forms. terms and conditions service level
agreements. etc). Upload a sample of each (as Tnnnex s Master Service Agreement is located here-
applicable) in the document upload section of your https www trinnex io•agreements
response
53 Do you accept the P-card procurement and payment p-card procurement is accepted depending on the applicable agency
process'? If so. is there any additional cost to Sourcewell limits.
participating entities for using this process?
Table 11: Pricing and Delivery
Provide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product adjustments can
be made during the term of an awarded Contract as described in the RFP. the template Contract. and the Sourcewell Price and Product
Change Request Form.
Une Question Response
Item
54 Descnbe your pricing model (e.g line-item discounts or Most of Tnnnex s software offerings are included at line-item
product-category discounts) Provide detailed pricing data discounts
(including standard or list pricing and the Sourcewell
discounted price) on all of the items that you want Several of Tnnnex s SKUs will require custom pricing as they are
Sourcewell to consider as part of your RFP response. If considered open market and pricing is dependent on a variety of
applicable provide a SKU for each item in your proposal factors
Upload your pricing materials (if applicable) in the
document upload section of your response
55 Quantify the pricing discount represented by the pricing 5-10°0 off of List
proposal in this response For example. if the pricing in
your response represents a percentage discount from
MSRP or list. state the percentage or percentage range
56 Describe any quantity or volume discounts or rebate Volume discounts may be considered on a case-by-case basis
programs that you offer
57 Propose a method of facilitating "sourced" products or For open market items. they are noted as custom on our price
related services, which may be referred to as "open list Customers should request a custom quote for these SKUs
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
58 Identify any element of the total cost of acquisition that is Not applicable
NOT included in the pricing submitted with your response
This includes all additional charges associated with a
purchase that are not directly identified as freight or
shipping charges For example, list costs for items like pre-
delivery inspection installation, set up mandatory training
or initial inspection. Identify any parties that impose such
costs and their relationship to the Proposer
59 If freight. delivery. or shipping is an additional cost to the Not applicable
Sourcewell participating entity. describe in detail the
complete freight. shipping. and delivery program.
60 Specifically describe freight. shipping and delivery terms or Not applicable
programs available for Alaska Hawaii Canada or any
offshore delivery.
61 Descnbe any unique distribution and'or delivery methods or Not applicable
options offered in your proposal.
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID: 7926ACFA-E579-4FFF-ADE2-56ED7DD963AB
Table 12: Pricing Offered
Line The Pricing Offered in this Proposal is: ' Comments
Item
62 c better than the Proposer typically offers to GPOs cooperative procurement organizations or state purchasing
departments
Table 13: Audit and Administrative Fee
Line Question Response
Item
63 Specifically describe any self-audit process or program that you Trinnex s sales team will regularly review the Sourcewell price
plan to employ to verify compliance with your proposed Contract list to ensure accurate pricing is provided for all Sourcewell
with Sourcewell This process includes ensunng that Sourcewell quotes. Our proposal manager will be the point of contract
participating entities obtain the proper pricing. that the Vendor for any internal questions on contract sales
reports all sales under the Contract each quarter. and that the
Vendor remits the proper administrative fee to Sourcewell Provide All Sourcewell sales opportunities will be entered into our
sufficient detail to support your ability to report quarterly sales to CRt l system with a custom field identifying these sales.
Sourcewell as described in the Contract template Custom reports will be created to track and verify Sourcewell
Sales On a quarterly basis our proposal specialist will
review and analyze the sales reports and quote forms to
ensure data accuracy and integnty Our proposal specialist
will provide this final report to our accounting department to
process any administrative fee as applicable.
64 If you are awarded a contract. provide a few examples of intemal Trinnex s sales and marketing teams will conduct several
metncs that will be tracked to measure whether you are having meetings per year to review contract success discuss any
success with the contract. challenges. and plan for improvement of processes and
better marketing of the contract
65 Identify a proposed administrative fee that you will pay to Tnnnex proposes a 2°c administrative fee for sales through
Sourcewell for facilitating. managing. and promoting the Sourcewell this contract
Contract in the event that you are awarded a Contract This fee
is typically calculated as a percentage of Vendors 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 the RFP and template Contract for
additional details.)
Table 14A: Depth and Breadth of Offered Equipment Products and Services
Line Question Response
Item
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID: 7926ACFA-E579-4FFF-ADE2-56ED7DD963AB
66 Provide a detailed description of the LCRR Inventory Software:
equipment, products, and services that you Trinnex s leadCAST Tv software houses everything related to managing a utility s
are offering in your proposal. LCRR'LCRI program in one place. Features include:
• Service Line Inventory Management and Dashboard
• Verification Tools (Mobile Field Inspection, Customer Self-Reporting. and QA
Workflow)
• Tap Sampling (Customer-requested, post replacement. more features coming in
2024)
• Public Engagement (Public Map, Secure Public Portal, Automated notifications)
• Replacement Tracking (Scheduling. Digital Right-of-Entry. Mobile Field
Inspection, QA Workflow)
IeadCAST Implementation Training
Included with the purchase of IeadCAST. Trinnex offers up to four (4) hours of
remote, instructor-led training to empower a successful customer launch. The
IeadCAST training workshop is tailored to fit the needs of the client in both
schedule and scope. The goal of every IeadCAST training is to prepare every user
to succeed in their role.
Post training, users will be able to:
• Access the IeadCAST App
• Find Data
• Edit Data
• Enter Inspection Data
• Share Data
• Manage Public Applications
• View KPI s for Analysis
• Get Help
Predictive Modeling Services - Trinnex s IeadCAST Predict can also be purchased
to help utilities accelerate the classification of unknown service lines and prioritize
field verifications through advanced service line material predictions powered by
machine learning
Water Sampling Kits - Tnnnex offers end-to-end sampling management in leadCAST
through a partnership and integration with SimpleLab The software functionality in
IeadCAST includes:
- Support for customer requested sampling
- Ability for utility to order kits drop-shipped to customer residences or utility
facilities
- Tracking of sampling kit through shipping to customer, delivery, shipment back
to lab. and processing at lab
- Near-real-time result upload to meet notification requirements of LCRR/LCRI
- Automated result reporting to state primacy agencies for LCRR compliance
- Dashboard and key performance indicators to track sampling metrics and
program status
The test kits provided by SimpleLab include:
- Educational material and instructions for completing the sampling
- Water sample form to record test parameters (time, location, etc.)
- Sample bottles (1st Liter or 1st and 5th Liter)
- Return shipping details and postage
Custom LCRR Website Design - Trinnex offers purpose-built websites for lead
service line communications. Refer to the Custom Service LCRR Website flyer for
more information.
67 Within this RFP category there may be Tnnnex is not including subcategories.
subcategones of solutions. List subcategory •
titles that best describe your products and
services.
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope IL) 7926ACFA-E579-4FFF-ADE2-56ED7DD963AB
68 Describe the roles Software Al and Trinnex s IeadCAST Predict utilizes Artificial Intelligence and Predictive Modeling as
Predictive Modeling have in regard to Water an investigative method for lead service line material identification
Line Inventory and Management Systems you
are offering Following the initial service line inventory. Trinnex will use the IeadCAST Predict
machine learning model to provide material predictions The model is run using the
inventory data in conjunction with field verifications The model leverages
demographic data from the U S. Census and property data Trinnex will identify a
representative set of properties to perform field verifications
Once the field verifications are performed. Trinnex will train and test a machine-
learning model to predict the probability of lead for the remaining unknowns in the •
inventory These predictions will guide additional targeted field verifications with the
goal of reducing unknowns in the inventory in the most cost-effective way
The model will be run iteratively alongside ongoing field investigations until an
acceptable level of accuracy and confidence is achieved Model predictions and
performance metrics will be displayed in IeadCAST along with a comprehensive
report that provides transparency into how the model was built and tested. Trinnex
will monitor EPA and regulatory agencies for guidance on criteria for acceptance of
machine learning as an identification method for unknown service lines and align the
model with such guidance
69 Describe mapping and other methods of leadCAST has robust mapping and visualization capabilities for presenting service
presenting accumulated Water Service Line line data internally to water utilities and externally to the public.
data both internally and externally (to the
public) For internal data presentation IeadCAST includes:
- A searchable map with all properties in the utility's inventory visualized
- Multiple visualization options for displaying items such as property lead status.
inspection status, replacement status. tap sample status. and more.
- Custom GIS Layer upload capabilities. allowing any GIS layer to be loaded
and displayed on the map.
- Dashboards with key performance indicators on LCRR LCRI parameters. charts
and graphs to visualize progress on compliance
For external data presentation IeadCAST includes
- A public map to provide residents with information on their service line material
and education information
- Embeddable and configurable key performance indicator summaries for water
utilities to embed on their own sites and share with residents
- Custom website development to handle end-to-end public engagement for
LCRR LCRI.
Describe software and data ingestion and Data is ingested initially during the implementation period After implementation has
reporting capabilities: are they customizable been completed. data can be ingested through IeadCAST s data upload tools which
suitable for reporting at multiple levels of allow additional information. such as service line inspection results. to be imported
government and how is data stored to the utility s database if required.
IeadCAST is set up to follow EPA inventory guidance and meets the EPA inventory
requirements IeadCAST additionally supports data exporting which can support
custom post-processing and reporting
IeadCAST utilizes cloud storage in a secure environment and is SOC 2 (type 1)
compliant Compliance with SOC 2 demonstrates the commitment to securing client
data
71 Do you offer sampling kits and if so Yes. IeadCAST is partnered and integrated with SimpleLab for sample kit logistics
describe the kits the complete logistics and testing SimpleLab provides the ability to dropship kits directly to the consumer
process from request to user to lab to and facilities. and handles all logistics associated with returning the kits to the lab
reporting Additionally. are you able to drop and analyzing kits at the lab The integration between leadCAST and SimpleLab
ship kits direct to consumers and facilities'? allows kits to be ordered and managed through the leadCAST interface. and for all
lab results to be viewed in near-real-time in IeadCAST
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID 7926ACFA-E579-4FFF-ADE2-56ED7DD963AB
72 Describe what is being offered in detail leadCAST has a replacement module available for purchase that assists utilities in
specifically related to Water Service Line managing and overseeing their service line replacement program The functionalities
replacement implementation including ongoing of this include
or updated data tracking - Mapping and dashboarding capabilities to facilitate data visualization
- Replacement pool management and integration with inventory functionality to
allow seamless information exchange as service lines are replaced
- Contract management allowing utilities to assign service lines to a contract and
contractor and manage replacement schedule
- Pre- and post-replacement documentation workflow accessible through mobile
application for field crews to document work
- QA QC process for utilities to review documentation submitted comment. and
approve reject as fit
- Right-of-entry management. allowing homeowners residents to sign right-of-entry
through the customer portal or via the field crew s mobile application
As replacements are conducted and accepted by the utility. the inventory will be
updated to reflect the new materials installed These replacements will also be
tracked through the dashboard which has several KPIs to inform utilities on their
progress in their replacement program
73 Describe any future products or seances. or leadCAST is constantly being updated. improved. and expanded to accommodate
expansion of current products and or services the growing needs of water utilities. The team is currently track ng and evaluating
that may occur during the life of the contract the LCRI proposal and planning additional functionality so that IeadCAST supports
end-to-end compliance with LCRI in addition to LCRR. This includes
- Updates to lead service line replacement module
- Updates to compliance sampling module
- Expansion of customer communication and public engagement features
- Mobile application updates and enhancements
- New customer support and training knowledge base
- Constant cybersecurity evaluation and updates in accordance with best practices
- Updates and enhancements based on customer and user feedback
Table 14B: Depth and Breadth of Offered Equipment Products and Services
Indicate below if the listed types or classes of equipment, products. and services are offered within your proposal. Provide additional
comments in the text box provided. as necessary.
Line Item Category or Type Offered• Comments
74 Internal education and training of participating entity a Yes
staff r No
75 Technical assistance. c Yes
r No
76 Preparation and development of water service line a Yes
inventory for both public and private side of lines r No
such as records review, digitization. predictive
modeling verification mapping. management and
provisioning of sampling kits. and training on the
usage of inventory systems and sampling kits
77 Underground inspection and replacement planning c Yes IeadCAST includes lead service line
r No replacement management tools to
support the collection. visualization and
management of data associated with
field verifications that are conducted
by the utility and their vendors
Trinnex does not offer any physical
inspection or verification services
78 Ingestion databases and reporting. such as c Yes
software for regulatory oversight and management r No
of submissions
79 Communication and education for communities. a Yes
such as programmatic outreach. educational r No
materials and. promotional matenals.
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID 7926ACFA-E579-4FFF-ADE2-56ED7DD963AE
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 - Trinnex Sourcewell Price List_2024-01-24.xlsx - Wednesday January 24. 2024 14:51:48
• Financial Strength and Stability - Financial Strength- Trinnex.zip -Tuesday January 23. 2024 12:13:53
• Marketing Plan/Samples-Trinnex Marketing Examples.zip-Tuesday January 23. 2024 15:22:06
• WMBE/MBE/SBE or Related Certificates (optional)
• Warranty Information - Trinnex_MasterServicesAgreement-Aug-30-2023.pdf - Wednesday January 24. 2024 15:02:20
• Standard Transaction Document Samples -2024 Quote Form Example_Trinnex.pdf-Wednesday January 24. 2024 14:18:03
• Requested Exceptions-Trinnex Requested Exceptions for Sourcewell Contract.zip-Tuesday January 23, 2024 12:12:25
• Upload Additional Document - About Trinnex Solutions and Services.zip - Tuesday January 23. 2024 15:23:18
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID: 7926ACFA-E579-4FFF-ADE2-56ED7DD963A8
Addenda, Terms and Conditions
PROPOSER AFFIDAVIT AND ASSURANCE OF COMPLIANCE
I certify that I am the authorized representative of the Proposer submitting the foregoing Proposal with the legal authority to bind the
Proposer to this Affidavit and Assurance of Compliance:
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
contract award.
3. The Proposer, including any person assisting with the creation of this Proposal, has arrived at this Proposal independently and the
Proposal has been created without colluding with any other person, company, or parties that have or will submit a proposal under
this solicitation;and the Proposal has in all respects been created fairly without any fraud or dishonesty. The Proposer has not
directly or indirectly entered into any agreement or arrangement with any person or business in an effort to influence any part of
this solicitation or operations of a resulting contract; and the Proposer has not taken any action in restraint of free trade or
competitiveness in connection with this solicitation.Additionally, if Proposer has worked with a consultant on the Proposal,the
consultant(an individual or a company)has not assisted any other entity that has submitted or will submit a proposal for this
solicitation.
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 exists when a
vendor has an unfair competitive advantage or the vendor s objectivity in performing the contract is, or might be, impaired.
5. The contents of the Proposal have not been communicated by the Proposer or its employees or agents to any person not an
employee or legally authorized agent of the Proposer and will not be communicated to any such persons prior to Due Date of this
solicitation.
6. If awarded a contract,the Proposer will provide to Sourcewell Participating Entities the equipment, products,and services in
accordance with the terms,conditions,and scope of a resulting contract.
7. The Proposer possesses,or will possess before delivering any equipment, products,or services,all applicable licenses or
certifications necessary to deliver such equipment, products,or services under any resulting contract.
8. The Proposer agrees to deliver equipment,products,and services through valid contracts, purchase orders,or means that are
acceptable to Sourcewell Members. Unless otherwise agreed to, the Proposer must provide only new and first-quality products and
related services to Sourcewell Members under an awarded Contract.
9. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.
10. The Proposer understands that Sourcewell will reject RFP proposals that are marked"confidential"(or"nonpublic,"etc.),either
substantially or in their entirety. Under Minnesota Statutes Section 13.591,subdivision 4,all proposals are considered nonpublic
data until the evaluation is complete and a Contract is awarded.At that point, proposals become public data. Minnesota Statutes
Section 13.37 permits only certain narrowly defined data to be considered a "trade secret,"and thus nonpublic data under
Minnesota's Data Practices Act.
11. Proposer its employees, agents, and subcontractors are not:
1. 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.gov/ofac/downloads/sdnlist.pdf;
2. Included on the government-wide exclusions lists in the United States System for Award Management found at:
https://sam.gov/SAM/;or
3. Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.
DocuSign Envelope ID 7926ACFA-E579-4FFF-ADE2-56EDTDD963Ab
by the State of Minnesota: the United States federal government or the Canadian 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.
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. - Keith Hodsden, Sr., Vice President of Sales.Trinnex, Inc.
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 contractual obligations contemplated in the bid.
r Yes a 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_2_Water_Service_Line_Inventory_RFP_O12524 r
Thu January '8 2024 0923 APJ
Addendum_1_Water_Service_Line_Inventory_RFP_012524
Thu January 11 2024 11 30 Ahl
Bid Number: RFP 012524 Vendor Name: Trinnex Inc.