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RES 2002-2215 - P&L Capital Corp Inc appeals bid rejection on lease of 200 computers SEP-10-2002 08:10 402 758 1259 P.01/01 • 110 c1rEr P&L CAPITAL 4219 South 143rd Circle CORPORATION Omaha,NE68137 02 SEPI0 R8: 02 City of Omaha CITY CLERK 1819Farnam--Suite LC 1 OMAHA, NE2RASKI Omaha,NE 68183-0112 September 9,2002 Mr.Frank Barbour. Mr.John Lemming: Mr.Buster Brown: I do not agree and plan on objecting to the return of our bid for insufficient bid security for"Lease of 200 Computers for the Omaha Public Library".We are based in Omaha,Nebraska and do business in almost all states and the bid process for the 200 computers has been anything but smooth from the City of Omaha's perspective. Our area of expertise is in the area of true fair market value leases,which means the city would pay a very low monthly or annual payment,with the option of returning the equipment at the end of the lease. We are set up to handle these types of leases and organizations such as(NHS)Nebraska Health Systems utilize our services.The city library has expressed an interest in this type of lease,and we educated them on the pros and cons of this type of lease. The shipping at end of lease alone can cost$1001pc. Have you considered tax ramifications,etc: We received the bid and filled out the bid,even though the request was missing many items or erroneous information was included.We sent in a CERTIFIED CHECK FOR$I0,420.40.Mr.John Lemming indicated they had"jumped the gun"and the bid request was inaccurate.Quote"We have never done one of these Fair Market Value requests before". Mistakes were made.Both Mike and I"heard"Mr.Lemming say they were going to ask for$7,000.00 flat as some of the vendors provided abid bond based on payment amount and was"confusing". I find it very ironic that the City makes many"mistakes"in this bid request and the 2"time around we included the$7,000.00 we heard him say and we get no 2nd chances,when everybody else did. Why would we include$10,420.40 the first time around and short-change it the second? Under the fair market value solution we were$500 higher over 3 years than Compaq,but since we are local,if we said%2 of normal shipping costs of$100,we would still save the city$10,000 alone in this area. Also,how does one lessor have a lower interest rate,but a higher payment? I feel there arc many issues in this bid. I would appreciate so clarification. Sine re Phil Lieber President P&L Capital Corp.,Inc. UkEL Member$incc 1999 402/330-9580-800/498-1686 • • Fax 402/758-1259. www.plcapilal.com TOTAL P.01 �MAHA, 1�,6 City of Omaha, Weoraska 44.4 1paLic '' 1819 Farnam—Suite LC 1 Omaha, Nebraska 68183-0112 o"!�_:• Co Buster Brown (402) 444-5550 .o City Clerk FAX (402) 444-5263 o 'T£D FEBAtX3t�� September 17, 2002 P&L Capital Corp. Phil Lieber, President 4219 South 143rd Circle Omaha,NE 68137 Dear Mr.Lieber: Please be advised that your request to appeal the rejection of your bid submitted September 4, 2002 for "Lease of 200 Computers" was received by the City Clerk on September 10, 2002 and will be presented to the City Council of the City of Omaha on Tuesday,September 24, 2002. Please plan to be in attendance to present your appeal. The City Council meeting will be held in the Omaha/Douglas County Civic Center, 1819 Farnam Street, in the Legislative Chamber at 2:00 p.m. A copy of the agenda will be mailed to you on September 19, 2002, or may be obtained from the City of Omaha Web Site at"www.ci.omaha.ne.us". If you have further question,please contact me at 444-5552. Sincerely, 7/44 Sandra L. Moses Deputy City Clerk • • • • r I • b C) U) • Vn �" 0 • Eki • o (D. ) „sg „D 0 (d E` n " 2,0 eZi v C) 51) (D CD "0 O 0 • o D -"' CTC) N o O 0 "0 t> PSI IL CAPITAL 4219 South 143"'Circle CORPORATION Omaha,NE 68137 Omaha Public Library Bid Request Omaha Public Library Computer Lease and appeal for rejection of bid regarding 200 leased computers. Goal: The ultimate goal is to ensure that the City of Omaha and the Omaha Public Library get the best solution to their needs and the most cost effective rate to the taxpayers. I'm here today because I don't feel the goal was met with the bid process. We have a bid title for 200 computers, yet the bid specified only 185 computers. My main question is, "What was bid on?" This question alone should be cause for a re-bid. There has been no clear definition of what you consider a Standard Taxes lease-to be. These are just a few of the issues that I will discuss today. P & L Capital is an Omaha based computer lessor that provides Fair Market Value (FMV) leases to Hospitals, Banks, Credit Unions, non-profits, and many other types of institutions in almost every state. I only mention this because we are not a generalist and only provide lease solutions to institutions looking for one kind of a lease. That lease is a Fair Market Value lease, or as many companies refer to as, Technology Refresh Lease. There are many complexities to a Fair Market Value lease, which includes, taxes, end of lease options, disposal options, renewal options, and many more complex issues. The only reason P & L bid this opportunity is that we spent a fair amount of time with the library. Based on our discussions and understanding the library's goals, it was determined that the library had a need for a Fair Market Value lease. A technology refresh lease every 3 years would: • Save money • Keep newer technology in the library • Solve the issues of disposal • Continued maintenance costs of older technology We received a request of bid and bid sheet on or around May 29th, due back on June 19, 2002. We called and said, "How can we bid the lease financing when you have not selected the vendor or computer configurations?" . It is very difficult to bid leasing with no figures. So they sent the bid back out on July 3rd to the vendors to select the computers and vendor. Please see exhibit"A" and"B". We then received a new bid request for 200 computers and copies were included of the winning bid for the computers, but only 185 computers were listed (exhibit"C" and"D). There were 5 different computer configurations and 5 different prices. Only after talking to the vendor could we figure out which configuration 15 more computers were added to. We completed the bid process and provided a bid bond of$10,420.40 (exhibit"E")that represents 5% of the total, which is $208,408. UsEL Member Since 1999 402/330-9580 • 800/698-1686 Fax 402/758-1259 • www.plcapilal.com 4 A P&L CAPITAL 4219 South 143"{Circle CORPOR A T I O N Omaha,NE 68137 Page 2 The bid request was very incomplete. Many of the questions had nothing to do with a Fair Market Value lease. I personally called Mr. John Lemming and told him the questions that were on the bid were regarding tax-exempt municipal leases and are impossible to be part of a Fair Market Value lease\Operating lease. His comment was "yes I know now, and we jumped the gun. This was never reviewed by legal, and even if the library wants to do a Fair Market Value lease, I don't know if we even can?"He also said "We are sending back and asking for both bids." I indicated we don't do tax-exempt municipal leases, but would provide a rate based on selling to somebody that does, and our initial Fair Market Value Lease would stand. At which POINT he says, "yea, everybody is confused and we had some lessors provide a bid bond on payment amount and some on the 185 computers. So we are sending back the bid bond and going to ask for a flat$7,000 bid bond." I actually objected at that point and said this is black and white. We then got another request (exhibit"F")that required another bid bond and a lease for a Standard Taxes Lease. In my 21 years in the computer industry and leasing industry I can honestly say I have never heard of a Standard Taxes Lease. I assumed he meant Fair Market Value, but at that point, I wasn't sure. Does anyone really know what the requirements are? There wasn't even a new request or place to provide your answers. At this point, there are still 185 computers and associated costs. Recommendation: As you can see, I am not sure if the library yet has what they need to make a sound decision. Due to the mass confusion, my recommendation is to put a new document together that specifically spells out exactly what it is you need and open the bid process back up. It's the only right thing to do for the Omaha Public Library. Thank you, Phil Lieber President P & L Capital Corp., Inc. UkEL Member Since 1999 402/330-9580 • 800/698-1686 Fax 402/758-1259 • www.plcapilal.com l CITY OF OMAHA REQUEST FOR BID AND BID SHEET J.T.L. ON: LEASE OF 187 COMPUTERS FROM: Frank Barbour Acting City Purchasing Agent Published May 29 2002 NOT AN ORDER - 1003 Omaha-Douglas Civic Center 1819 Famam Street Page 1 Omaha,Nebraska 68183-0011 BID BOND OR CERTIFIED CHECK REQUIRED IN THE AMOUNT • OF 5% IF THE TOTAL AMOUNT FOR THE ITEM OFFERED IS$20,000 OR MORE. • Bid Closing Date 11:00 A.M. June 19,2002 IMPORTANT 1.Bid must be in the office of the CITY CLERK,LC-1,OIvIAHA-DOUGLAS CIVIC CENTER 4. If Federal Excise Tax applies,show amount of same and deduct.Exemption certificates 1819 Famam Street,Omaha,NE 68183-0011 by the dosing date and time indicated. will be furnished. Do not include tax in bid. in a sealed envelop marked BID ON: LEASE OF elo COMPUTERS 5. BID MUST INCLUDE ANY DELIVERY OR SHIPPING CHARGES. 182.As evidence of good faith a bid bond or certified check must be submitted with bid. 6. When submitting bid on items listed,bidder may on a separate sheet make . FAILURE TO DO SO IS CAUSE FOR REJECTION. suggestions covering reduction in costs wherever this is possible through redesign,change of material or utilization of standard items or quantity change. 3.Right is reserved to accept or reject any or all bids in their entirety and the bidders shall 7. If you do not desire to bid,return sheets with reasons for declining. Failure to do so have the right to appeal any decision to the City Council. Right is also reserved to tandion your desire to be removed from our mailing list If you desire a copy of accept or reject any part of your bid unless otherwise indicated by you, tabulation,check[ ]. PLEASE Quote your lowest price,best delivery and terms, O.B.deIDO NOT CALL FOR THIS INFORMATION. ry point on the item(s)listed below: QUANTITY DE CRIPTION Lease of 187 computers in accordance with the attached - EXTENSION specifications (10 pages). Review specifications and fill in blanks as required. LUMP SUM Year 1 Payment LUMP SUM Year 2 Payment BID $ LUMP SUM Year 3 Payment BID $ • BID - $ TOTAL $ (5% Bid Bond on this amount) If you have any questions, contact Janet Davenport at(402)444-4836. • BIDDERS ARE REQUIRED TO SUBMIT THE FOLLOWING DATA WITH EACH BID (Protected Class is defined as Black,Hispanic,Asian and Pacific Islander,American Indian or Alaskan Native,Female.) Total Employees Protected lass Males Protected lass Females Total Total American Asian or Indian or American Work Protected Asian or Indian or Jate. r Pacific Alaskan Class Black Hispanic Islander Native Pacific Alaskan Black Hispanic Islander Native _- --_ White Refer an uestions ardin the BID or SPECIFICATIONS dire to the Purchasin De rtment 402 -5400 or as shown II bidders awarded a contract in the amount of$5,000 or more must comply with the Contract Compliance Ordinance and have o e with the Human Relations Department le Contract Compliance Report(Form CC-1). This report shall be in effect for 24 months from the date received by the Human Relations Department Any questions tgarding the Contract Compliance Ordinance should be directed to the Human Relations Department at(402)444-5055. (PLEASE PRINT LEGIBLY OR TYPE) ayment Terms % Firm Incorporated in eliver y(or completion) Name Signature • calendar days following award Title Phone Fax Address Street/P.O.Box City State Zip Email Address Omaha Public Library Specification for Leasing Computers Requisition # 17344 The Omaha Public library intends to acquire and lease 187 period of 3 years. The equipment is to be purchased from computers for a $XX (,XXX . The vendor and purchase price have been defined competitive bid process established bycityx�� with a cost of provides a complete breakdown ed of the purchasing through a computers for the intended lease period. • pecificationsranddpric pricingfor t The lease payments will be made in 3 annual increments. P made 30 days after delivery, Payment 2 and will Payment 3 in Januaayment 1 willbe u thereafter. nua ry annually Lease terms and costs will be fixed as detailed in this bi d document. Options to be available to the Library at end of lease period*: Return of Computers Extension of Lease at its end on a monthly basis Fair Market Buyout • *AII options must be available to the Library and subject to the selection. The Library must be able to select differing options for computers or groups of computers in the leasedLibrary's group. individual The terms of the lease will include a Non-Appropriation clause . The Library must be able to select differing options for individu groups of computers in the leased group, al computers or Bid on Lease of 187 Computers valued as specified Please complete the following information: Lease factor Annual Interest Rate What is the basis on which this rate is set Is this a fixed rate over the term of the lease yes No Lease factor bid must be firm for 30 days following the bid opening P g date. Annual Payments on lease value of $XXXXXXXX Payment 1 (30 Days after receipt of equipment) Payment 2 (January 2003) Payment 3 (January 2004) Monthly Incremental lease rate at the end of lease (Option to be available if necessary to coordinate return and replacement of equipment) p ement How is this incremental lease rate determined? Are there any additional charges related to lease of computers? If so specify: (Include all charges at origination, during the course of the lease, and at the end of the lease. Include charges related to each of the 3 end of lease options) Additional Information related to lease. Terms must be acceptable to the Library, City of Omaha Purch the City of Omaha Law Department asmg and Please respond to the following questions: What type of management reports will you provide on leased equipment: P t. Will you provide notification for payments of lease? Yes No What is the notification period? • _a Will you provide notification on end of lease date Yes No sand requirements? What is the notification period Can the Library elect to exercise one end of lease the computers and a second option on the remainder?on on a Yes Portion of No What notification period do you require on exercise of available lease options: end of Who is responsible for costs related to return of equipment? • Where is equipment returned to? • What requirements are made on the return of equipment? Matched by Serial#to original list? Return of like equipment by vendor and configuration? 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The term "Protected Business Enterprises"(PBE) is defined to be a bus' percent of which is owned, controlled, and actively managed by ed m protected cecs las s ss least 51 (Black, Hispanic, Asian, or Pacific Islander members Female). , American Indian or Alaskan Native or The term "Disadvantaged Business Enterprise"(DBE) is defined to be a small business that has been in existence for at least one year and has annual gross receipts of$I50,000 or less. A DBE may include, but not limited to a business owned by a Prot such business must meet two or other conditions set forth in the Contract omp Glace but Ordinance, Section 10-191, M (1) through (5). Compliance What are the benefits of becoming certified as a PBE/DBE? • Certification as a PBE or DBE provides greater exposure for work of Omaha projects. The names of all certified PBE/DBE'S appear in thePBE/DBE on E City directory, which will be disseminated to local government agencies, con PBE/DBE the public. City of Omaha contractors will use the PBE/DBE directo tractors and to for soliciting b Minority/Women/Small Business participation on City of Omaha Projects. s a basic The City of Omaha shall make every good-faith effort feasible to award City contracts in and City-assisted construction contracts to Disadvantaged Business Enterprises amounts no less than 10% of the dollar volume of the applicable contracts awarded city. Other benefits include the authority, but not a requirement, of the City award a contract to a DBE that is not the lowest bidder. A contractby the awarded to a DBE if determined by the City to be an acceptablest Council to c or subcontract can be competing lower bid except for specially assessed Projects. DBE ma higher award a contact over the lowest bidder as long as the cost differential does not exceed 3%ad the If your business is not certified with the City of Omaha and you ar becoming certified as a Protected and/or Disadvantaged Business Entee irrisprisested in complete the following information. e please 1. Name of Business: 2. Business Address: 3. City/State/Zip: 4. Business phone and fax number: 5. Type of Goods or Services: 6. Minority Owned Business: 7. Woman Owned Business: 8. Small Business (Total Yearly Gross Receipt's $150,000 or less) After completion of this form, the Human Relations Department will mail you an application for either the PBE or DBE certifications. If you do not receive an application after 15 working days,please contact the Human Relations Department at 402-444-5055. A11 bidders are to corn lv with the Omaha Contract Corn liance Pro ram as follows; Ci _A Rights Corn fiance—Omaha Contract Corn liance proeram Revised effective 8/l 5/"001. DEFINITIONS: Disadvantaged Business Enterprise DBE must meet all of the following criteria: (1)Has been in existence for at least one year and(2)Not an affiliate or subsidies�'of a business - dominant in its field of operation and (3)Is not:a manufacturer's rep;a franchise;a business where the owner is an owner or part owner of another similar business; or a non-stocking retailer or wholesaler and (4)At time of application as evidenced by its income tax returns, (5) The net worth of individual owners m gross receiptshave cl exceeded S150,000.00 and in their primary residence. �'not exceed the sum of,S150,000.00 after excluding the individual' "Owner"includes a spouse,parents and/or children living in the household (6)Individual owners may not hold more than 20%ownership in anys equity. spouse,parents and/or children living in the household And other single business. "Owner••includes a When the business completes five years of participation in theprogram a fiscal year or any one or more of the owners' worth reaches e sum o s,Sz O ar or an occurs fist said e owne will bt odrthreacdh and no o gross 00.00 reach lae sum u s cti ns and 6, wrec OO jot f 0,000.00 as calculated in subsections longer participate in the program. (5) Protected Class PC consists of (a) Black (b) Hispanic (c) Asian and Pacific Islander (d) American Indian or Alaskan Native (e) Female Protected Business Enterprise PBE consists of (a) 51% of a business owned controlled and actively managed by PC (b) 51% of the stock of a publicly owned business is owned and controlled b e p (c) Provided that PC ownership and interests are real and continuing y C Members g and not created for the purpose of complying to obtain a contract or subcontract In Compliance Employer ICE consists of (a) An employer that has at least 25%��of PCs as the total number of employees in full or part time positions (b) Provided that these PC positions are not created for the purpose ofcomplying It has been declared necessary p yrng to obtain a contract or subcontract equality and expedient to require certain provisions in contracts with the City q ofopponity in employment without regard to race,creed, color, sex, religion and encourage socially and/or economically disadvantaged Omaha businesses to riOmaha to promote and bythe City in the award City g on or national origin. Thisndwill promote diversity compete for city contracts and to encourage ty contracts and to promote equality of access to city contracts. "Contractor" is defined as any person, contrac and includes eve Pa rtonrsu corporation, association or joint venture which has been awarded a t' ry subcontractor on such a contract. "Subcontractor"is defined as an "Subcontractor" Is supplies, equipment,any person,partnership, corporation, association or joint venture which supplies work,on a labors materials or any combination of the foregoing h any o the g a under a contract with the contractor I of 3 The term "lowest and best bid"whenever used in this division shall include authority but not a requirement to awa a contract to a disadvantaged business enterprise that is not the low bidder, but who is awarded a contract or rd subcontract determined by the city to be an acceptable cost higher than a competing lower bid, except for speciall assessed projects.The cost differential in each contract shall not exceed 3%. y The Finance Director shall administer and enforce, maintain and report contract statistics, for quarterly reports, determine which program goals are met,advise departments "lowest and best" bid determinations and attaining program goals, implementing rules and procedures, and making fiscal determinations for compliance with the program. 1.0-192 All contracts hereafter entered into by the city shall incorporate an equal employment opportunity clause, read as follows: which shall All Bidders are required to comply with the Omaha Contract Compliance Program. During the performance of this contract,the contractor agrees as follows: a) The contractor shall not discriminate against any employee or applicant for employment because of race, religion, color, sex, age, disability or national origin. The contractor shall take affirmative action to ensure that applicants are employed and the employees are treated during employment without regard to their race, religion, color, sex or national origin. As used herein, the word "treated' shall mean and include, without limitation, the following: recruited,whether by advertising or by other means; compensated; selected for training, including apprenticeship; promoted; upgraded; demoted; downgraded; transferred; laid off and terminated. The contractor agrees to and shall post in conspicuous places, available to employees and applicants for employment, notices to be provided by the contracting offices setting forth the provisions of this nondiscrimination clause. b) The contractor shaII, in all solicitations or advertisements for employees placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to race, religion, color, sex, or national origin, age, disability. c) The contractor shall send to each labor union or representative of workers with which he has a collective bargaining agreement or other contract or understanding, a notice advising the labor union or workers' representative of the contractor's commitments under the equal employment opportunity clause of the city and shall post copies of the notice in conspicuous places available to employees and applicants for employment. d) The contractor shall furnish to the contract compliance officer all federal forms containing the information reports required by the federal government for federal contracts under federal rules and regulations, including the information required by sections 10-192 to 10-194, inclusive, and shall permit reasonable access to his records. Records accessible to the contract compliance officer shall be those, which are related to paragraphs (a) through(g)of this subsection. The purpose of this provision is to provide for investigation to ascertain compliance with the program provided for herein. e) The contractor shall take such actions with respect to any subcontractor as the dity may direct as a means of enforcing the provisions of paragraphs (a) through (g�) herein, including penalties and sanctions for noncompliance; however, in the event the contractor becomes involved in or is threatened with litigation as the result of such directions by the city,the city will enter into such litigation as is necessary to protect the interests of the city and to effectuate the provisions of this division; and in case of contracts receiving federal assistance, the contractor or the city may request the United States to enter into such litigation to protect the interests of the United States. f) The contractor shall file and shall cause his subcontractors, if any, to file compliance reports with the contractor in the same form and the same extent as required by the federal government for federal contracts under federal rules and regulations. Such compliance reports shall be filed with the contract compliance officer. Compliance reports filed at such times as directed shall contain information as to the employment practices, policies, programs and statistics of the contractor and his subcontractors. 2of3 Sl The contractor shall include the provisions of paragraphs (a) graphsthrough (g) of this section, "Equal opportunity clause."And section 10-193 in eve a ry subcontract or purchase order so that such provisions will be employment binding upon each subcontractor or vendor. 10-194 All notices to bidders published shall include as part of the the condition that all bidders are required to specifications comply with the Omaha Contract Compliance Program. As part of the bid documents, each bidder files contract employment reports (a) That the contractor has notified community organizations that theyhaveat confirms: shall maintain records or any responsesemployment opportunities available and ern to ment (b) That the contractor maintains a file of names and addresses of respect to these referred workers,and if the worker was not employed, the reasons therefore. each PC worker referred and what action taken in sent to the union hiring hall for referral or if such worker was not employed bythe actoIf such workers file not shall document this and the reasons therefore. (c) Contractors will contact the contract compliance officer when the unto contractor, the contractor's bargaining agreement have not referred a minority worker sent by the contractor union referral process has impeded his goal. ° or unions that the contractor has a collective (d) That the contractor has solicited bids for subcontractors from PC or if there is information that the subcontractors engaged in trades covered by their regulations, including circulation to minority (e) Contractor certifies that all employees directly involved with the contract presentation approved by HR in one of the following: will be given a discrimination prevention a. Contractor has a Bureau of A b. The company EEOC officer has attendedpprenticeship(BAD approved a City of Omaha HRD�ntice program nurse and then teaches all employees involved with the contract c. All employees involved with the contract who have a direct contract with the presentation course presented by HR (t) If a complaint is filed against the contractor and found to be valid by HR, all employees involved in the complaint public attend a discrimination will attend a HR discrimination course before the company can be awarded fu Payment for the current contract. tune contracts and/or received final 10-200 Award of City contracts to PBEs, and ICES, and DBEs. (a) Commencing on I/1/2001, the City shall make a good faith effort feasible contracts in amounts in no less as determined by the Finance Director by the percentageto award supply, service and construction the PBE bears to the total business in the proposed contract industry. 12/3 I of the prior year, to proportionate to dollar volume of those contracts. (b) Commencing These goals shall apply to the on I/I/2001, the City shall make a contracts to DBEs in amounts no less than 10% of dollar volu faith fine of contracts awardefort feasible to award d (c) Exclusions to these percentages are contracts awarded to public utilities andsupply, service, and construction awarded in amounts of$I,000.00 or Iess shall be specifically excludedd by the Ciry- the el nlume n contracts awarded. the totalgovernmental units. but notf from the contracts awarded but not from • 3 o f 3 CI I Y Uh UMAI-,A '`" FROM: Frank ON: LEASE OF 200 COMPUTERS Barbour J•T.L j Hi REQUEST FOR BID AND BID SHEET Acting City Purchasin 1003 Omaha-Douglas Cig vic Centerent Published 1819 Famam Street NOT AN ORDER August 7 2002 Omaha, Nebraska 68183-0011 BID BOND OR CERTIFIED CHECK REQUIREDPage 1 OF 5% IN THE AMOUNT OFFERED IS IF THE TOTAL AMOUNT FOR THE ITEM 520,000 OR MORE. Bid Closing Date IMPORTANT 11:00 A.M. August 21,2002 1.Bid must be in the office of the CITY 4. If Federal 1819 Famam S CLERK,LC-1,OMAHA-0OUGLAS Excise Tax applies,show amount of same and deduct Street Omaha,NE 68183-0011 by the dosing date and time ndicated�R, Exemption certificates will be furnished. Do not include tax in bid. LEASE OF 200 COMPUTERS 5. BID MUST INCLUDE ANY DELIVERY OR SHIPPING CHARGES. • 2.As evidence of good faith a bid bond or certified check FAILURE TO DO SO IS CAUSE FOR REJECTION. must be submitted6• When submitting bid on' EJECTION. bid. 9 items listed,bidder suggestions coveringmay on a separate sheet make 3.Right is reserved to accept races' reduction in costs wherever this is possible through h� pt or reject any or all bids their entirety and the bidders shall fin,change of material or utilization of standard:2"'2 `t cPpaa!a; d : : . ., items or acceptome , reject any City in - q� . quantity utod. reject any part of your bid unlessue v �V y�•��� Right�also reserved to �• If you do not desire to bid,return sheets otherwise indicated will indicate your with reasons for d bYYou. rteg,p to removed declining. Failure to do so tabulation,check from our mailing list If y4,desire a •UANTITY Quote your lowest PLEASE DO NOT C SPY of price,best delivery and terms,F.O.B.deliveryALL FOR THIS INFORMATION. The CityDE CRIPTION Point on the item(s)listed of Omaha bid will establish a lease cost on equipmentINIIIIIyaiaMmul below: which has been priced through a previous bid. The CityintendsExTENsION to acquire and lease 200 corn Complete the attached 3 computers for a period of 3 Pages of specifications. years.r are not completed, P clfications. If the pages your bid will be considered non responsive. If you have any questions, contact Janet Davenport at (402)4. ..4836. (Protected Class isB BIDDERS ARE Bla REQUIRED TO SUBMIT THE FOLLOWING DATA WITH EACH BID ployees Hispanic,Asian and Pacific Islander,Protected Class Males American Indian or Alaskan Native, Total Total l Female.) American Protected Class Females Date Force Work Protected. Asian or Indian or American Class BlackPacific Alaskan Hispanic Asian or Indian or �� 2-1 Ina Islander Native Pacific -�_ Black Hispanic Islander Alaskan ' Refer an Uestions Native White all bidders ardin the BID or SPECIFICATIONS di Lo OEM G awarded a contract in the amount of$5,000 or more mud comply the Purohasi De artinent 402 �i he Contract Compliance Report 5400 or as shown on bid. • yarding the Contra p rt(Form CC-1, Ph'with the Contract Compliance Ordinance and have on file with the Human Relations De Contract Compliance Ordinance should bed shall be in effect for 24 months from directed to the Human Relations Department n date rby the Human Relations Department received Department partrnent at(402)444-5055• P rtment Any questions 'ayment Temhs �0 (PLEASE PRINT LEGIBLY/ __ OR TYPE) �—_ Firm tIFL Ca- %41- / C elivery(or completion) Name �rQ'lj d^ Incorporated in a"&kmSignatur • __________calendar days following award Title' S Phone OZ.)� �F Address S. 1/13 � f L..)�S"O_ Street/P.O.Sox //,, TT (~ A �E Email Address /Vjl�C G �jCity State G • a�.3� � , Zp Requisition # ?7344 Omaha Public Library _ Specification fo Bid #2 This bid will establish a leaser Bid to Lease Computers cost on ss equipment which has been process priced through a previous bid The Omaha Public library period of 3years. The intends to acquire and lease 200 computers Inc 10902 John Galt elequipent is to be purchased from for a vendor will provide equipment NE with a cost of COm u 00 Source vendor and quipment manufactured by208 408.00 . The vendor and p hase price have been defined through Qcom etitiv breakdown of the purchasin • The 9 procedures. Attachment "A"provides bid process lease period. specifications and pricing for the computers the a paters for the intended complete The lease payments will be made 30 daysmade in 3 annual increments.contract date of the lease delivery, ayment 2 and PaymentPayment 1 the be annually thereafter. 3 will be due on the Lease terms and costs will be fixed as detailed in this bid document. Options to be available to the Library at end of lease period*: Return of Computers Extension of Lease at its end on a monthl Fair Market Buyout y basis *All options must be available to the Library selection. Libra and subject to the Libra computers Ther Library must be able to select differingryes groups of computers in the leased grou options for individual The terms of the lease will°�include Cps h a,�. a Non-Appropriation clause.The Libra �O ry must be able to selected fferir � ' Vcdoc, L groups of computers in the leased group g ptions for individual computerse or Bid on Lease of 185 Computers valued as specified Please complete the following information: Lease factor ( Z3 Annual Interest Rate 3.5 q} What is the basis on which this rate is set resicluid Is this a fixed rate over the term of 'r w ;t_ the lease yes X No Lease factor bid must be firm fo II' Annual Pa r 30 days following the bid o enin yments on lease value of $ Zpg p 9 date. , 4no• �0 Payment 1 -3 2. 15(o. Z (30 Days after receipt of equipment) Payment 2 Z 15(p • 2-1 (Contract Date 2003) Payment 3.1Z,, 15 � (Contract Date 2004) Monthly Incremental lease rate at the end of lease (Option t0 be available if neC^-,sSary tG coordinate • O of equipment) return and replacement How is this incremental lease rate determined? A/Zthoie e i..i�i a+4 your ppa ��. wov � any additional chdrgeS�related to lease of om K uter ~` l�as� specify: (Include all charges at origination, during the course o of the l. If l ease, and at the end of the lease. Include charges related to of lease options) each of the 3 end 'A. Ft t o O4S5cci v 0c, ca,r purcLk �' Above Additional Informationt,��P'"'`"`�� lock w6°`� �� Terms must be acceptable tothee Library,lease. c-�S} of ex 4c+'�c�,ir.� ��45e the City of Omaha Law Department ry' City of Omaha Purchasing and Please respond to the following questions: What type of management reports will you provide o hP`' 7110 ou r{ n leased equipment: 0.4 �'� owta b lc.. toe If as 1 t Will you provide notification for payments of lease? Yes No What is the notification period? 30 J0. Will you provide notification on end of lease dates and Yes K No requirements? t What is the notification period 0 � 5 Can the Library elect to exercise one end of lease the computers and a second o option on a Yeses_ No option on the remainder? portion of What notification period do you require on e lease options: xercise of available end of 9OcLyS Who is responsible for costs related Owlet �v��f G to return of equipment? 0nn Library Where is equipment returned to? 1-121 9 S I Ave, p,� ti �]E What requirements are made on the 4 S �3�� D"� a Loc a. t return of equipment? q pment? Matched by Serial# to original list? Return of like equipment by vendor and configuration? Define return condition requirements for equipment? q pment? Other Please provide copy of Lease agreement you would provide for reviewbythe City of Omaha Law Department. Protected and Disadvantaged Business Enterprise Pr Q Who ualifies as a Protected /D• °brarris 'sadva°taQed Business The term "Protected Enterrise? Business least S1 percent of B Enterprises" at protected class which is owned, controlled, is defined to American members (Black � and be a business Indian orbe AlaskanHispanic, Asian, actively managed by Native or Fe ' or Pacific Islander, Female). The term "Disadvantagedthatbeen usiness in e Enterprise''(DBE) is defined to be a small c o hasexistence for at least one gross receipts ow ,U00 or less. A DBEyear and has other conditionsd bye fo Protected class, may include annual but such business' but not limited a businOrdinance, Section l Ort9 in the City must meet of Omaha Contract Compliance twoor M(1) through (5). rnPlianCe What are the benefits of becomina certifed a Certification as a s a PBE/DgE� opportunities City or DBE provides ty of Omaha greater exposure for work PBE�BE,s appear in the pBE�rO�ects. The names of all certified to local government in BE directory, e d contractors agencies, contractors and which ec ub i be disseminated will use the pBE�BE directo contractors o s will u public. City of Omaha The or Small Business �' as a basic resource for soliciting City of Omaha shall make everya participation on Cityg contracts and City-assisted good-faith effortfeasible Omaha award City Enterprises ty-assisted construction con Disadvantaged to award rPrises in amounts no less o tracts to City applicable contracts awardedthan 10/ of the dollar volume o f Business authority, by the city. the tY, but a requirement � Other benefits include DBE that isb not not a lowest bidder. f the City aCon Council u to awarda contract awarded tod a d to a DBE if determined `� contract or subcontract can competing lower bidd excepty forCity to be an acceptable costr than arded awarded the contact over the lospecially est b lly assessed Projects. higher y a does not exceed 3% bidder as long s DBE as the cost differential be If your business is not certified with interested in the City ind terested in becoming certified as a Protected and/or a and Enterprise please contact the you are 444-SO55 Human ns Department Relations Department at 402_ All bidders are to comply with the Omaha Contract Compliance Civil Rights Com lance— Pro'ram follows: Omaha Contract Compliance proararn Revised effective all Si�pp 1. DEF1N177ONS. Disadvantaged Business Enterprise DBE must meet all of the following criteria. (1)Has been in existence for at least one year and (7) Mot an affiliate or subsidies (3)Is not. a affiliate e or.szir's rep;ry ofa business dominant in its field o similar berm afranchrSe,a basin of operation and or a non-stocking retailer or wholesaler nd the owner is an (4)fl t time of application owner or part owner o (5) The net worth of �evidenced by its income t (another individual returns, gross receipts have not in their primary residence in v owners may not exceed the sumo exceeded S150,000.00i rimy (6)Individual own `•Owner"includes a spouse, - f�I S0,000.00 after anc,owners may not hold more than Parents and/or children ing in the h the ho d spouse,parents and/ 20%ownership in anygin the household dual s eau) or children living in the household other sin le b usehold And g usiness -Owner" When the business completes includes.a a fiscal p �'frve years ofparticipation in the and year or one or more of owners'net worth reach program or its gross receipts (6), 'ear or any one orfirst, said the ownesiness will tb orthedecertified 0a reach the sum es the sum longer ofr p r icipat of S�00,000.QO Protected Class and no calculated in subsections �� PC co participate in the program. (5) Wrists of; (a) Black (b) Hispanic (c) Asian and Pack Islander (d) American Indian or Alaskan Native - (e) Female Protected Business Enterprise PBE consists of (a) 51% of a business owned, (b) �1% of a stock o controlled and actively managed by (c) Provided that PCf apublicly owned business is owned PC ll embers obtain a contract or 1 subcontract interests are real and controlled by PC Members and continuing and not created for the purpose o In Complia•?ce Employer f complying to ICE consists of.- (a) fip.over An employer that h (b) that theses at least 25%of PCs as the total nu C positions are not created number of employees in It has been Providedclered for the purpose of complyingtoll or part contractome positions necessary to obtain a or subcontract equality oft ry and expedient to re opportunity ne in employment quire Certain provisions in contracts with the City and encourage sociallyP Yment without regard to race divers' and/or economically disadvantaged ' creed, color,se, of Omaha to promote h' by the City in the award Omaha b religion or national origin. and City contracts and to promote a Finesses to competehis will prom equality for city contracts and to encoura Contractor" is defined as anytY of access to city contracts. contract, and includes eve person, partnership, every subcontractor on such a contract.corporation, association or joint venture "Subcontractor"is defined which has been awarded a h'ork, labor services, supplies,� �Y Person,Partnership, corporation,equipment, association or joint venture which sit t, materials or any combination of the foregoing under a contract with the contrac I of 3 ' — " The term "lowest and best bid" ace term to a disadvantaged tbest bid" "when vere used in this division shall include authority aor contract subcontract a rmined byenterprise that is not the low but not awardeda requirement to award the city to be an acceptable cost higherbidder, butting tlower bi , a contract assessed projects. The cost differential in each contract shall not exceed 3/oan a mpeting bid, except for specially The Finance Director shall administer and enforce, maintain and report which program:goals are me contract statistics,implementing rules and procedures,uradvise and a ents "lowest and best"bid determinations and attaining reports,poru, detetTnine making fiscal determinations for compliance with the too g Program goals, 10-192 l contracts hereafter entered into byprogram. read as2 follows: the city shall incorporate an equal employment P yment opportunity cause, which shad All Bidders are required to comply with the Omaha Contract Co During the performance of this contract,the contractor mplrane Program. agrees as follows: a) The contractor shall not discriminate against age, disability or nationalorigin. gainst any employee The contractor shall P Y� or applicant for employment are ,dated during I P amens beta ' employment without re take affirmative action to ensure that a because of race religion, shall mean and include, without withouregard to their racesrig applicants are employed' moron, color, set traininglimitation, the following: ^religion, color, sex or national origin. and the employee; including apprenticeship:without g recruited, whether by advertising As used herein, the d;word e agrees to andincluding shall post co promoted; upgraded; demoted; down r or by other m P "treated' conspicuous places, available to employees and �: compensated;selected far contracting transferred; laid off; and terminated. offices setting forth the provisions of this nondiscrimination clause.�pltc�� for employment, The con � notices to be tractor provided by the b) The contractor shaII, in all solicitations or advertisements for state that all qualified applicants wiII receive consideration for employmentlo�ee national origin a; employees placed by or on behalf of the contractor, e, disability. without regard to race, religion, color, Sew or c) The contractor shall send to each labor union or representative agreement or other contract or understanding, a noticen advisings of workers with which he hast a collectiveh bar commitments under the equal employment o the labor union or workers' representative ofthe contra places available to employeesgaining and a opportunity clause of the city and shall post copies of the notice in cons ictor's applicants for employment. p uou_ d) The contractor shall furnish to the contract compliance officer all federal forms containing by the federal government for federal contracts under federal rules the information required by sections 10-192 the information sac inacfessible n the by sections ce toofficer 10-19,,those, and shallpermitacc regulations, including.uding Record: The purpose ohehiopr contract co is to ed to pareasonablespas (a)access to his records. provide for investigation to which compliance �ht�hp through a Renord: (�)of this subsection e) The contractor shall take such actions with respect to anyprogram provided for herein. enforcing the provisions paragraphs (a) through C in theo event the ntrntor becomes subcontractor as the city may direct as (�) herein, includinga means c involved in or is threatened with litigation as the result of such directions city will enter into such litigation as is necessary toprotect penalties and sanctions for noncompliance; howeve- indion; nd of cis eserving fedoral toassistance, the c by the city,if the interests of the city into such litigation to protect the interests of the United States, and to effectuate the provisions of�; contractor or the city may request the United States to ent The contractor shall file and shall cause his the same form and the same extent as required by the federal government . subcontractors, if any, to file compliance reports with the contractor regulations. Such compliance reports S ernment for federal contracts under federal rule Fits shall be filed with the contract compliance officer. Compliance reports times as directed shall contain information as to the employment sal and his subcontractors. P vment practices, policies, programs and statistics of the co at st: ntrac 2 of3 g) The contractor shall include the provisions of paragraphs (a) through each subcontractor or vendor.Section in every y subcontract (g)th of this section or purchase order so that such r "Equal employ 10-194 All notices to bidderspprovisions will be binding Licomply with the Omaha published shall include as i Contract Compliance program Pan of the specifications the condition that all bidders are required As Fart of the bid d ) documents, each bidder files contract e (a) That the contractor has shall maintain records notified communityemployment reports that confirms_ or any responses organizations that they have employment (b) That the contractor P yment opportunitiesreferredmaintainsanames available and and addresses of each PC worker sent to the union workers,and if the worker was referred shall documenthiring hall for referral not employed, the r and what action take- this and the ! or if such worker wasreasons therefore, n in .(cr Contractors will contact. �O�therefore, not employed byIf such worker tv the con _ the contractor, the contractor' � not bargaining agreement have tract compliance officer when the union or unions that the con s file union referral roc not referred a minority (d) That the contractorP ess hasnot impededf his goal. worker sent by the contractor or if there is information h has solicited bids forsubcon �a collective regulations, including rnnation that the (e) Contractor circulation to subcontractors from PC subcontractors engaged in trades presentation approved P yees direct) covered by their by I.1R in oneY involved with the contract will be o' a- Contractor has of the following: given a discrimination rev b. The company a Bureau of Apprenticeship Parry EEOC o P(BAT) prevention involved withofficer has attended approved apprentice program the contract a City of Omaha IIRp course and then teaches all employees C. All employees involved with presentation c the C°nct who have a direct contract with the (� If a comp course presented by HR taint is sled against the contractorpublic attend a will attend a t is against course tde found to be-valid byadiscrimination Payment for the c company be varrddedlftrc employees current contract an can involved in the complaint is and/or received final 10-200 Award of City contracts to PBS, and ICES, and DBEs. (a) Commencing on I/I/2001 contracts in a , the City shall eke a mounts in no less as determined good faith effort feasible the percentage the pB n ne rmined by the Finance Director b �o award supply, service and construction volume of those cbn the proposed Y 1—/31 tr the prior a s (b) Commencingcontracts. P posed contract Indus proportionate to I/i/ZOOI, the City These goals shall apply contracts to D ons in amounts no shall make a good faith effort feasible to award supply, cons to the (c) Exclusions to thesel than 10/, of dollar volume of contracts awarded in a Percentees are contracts awarded service, and cons y. mounts ercent00•00 to public u awarded by the u traction the total volume of con or less shall be specificallyutilities and other governmental tracts aw excluded from the tot l co units. Contracts arded_ tracts awarded but not from 3 of; µ • Project No.: Project Description: PBE/DBE UTILIZATION C'" In the performance of this contract CERTIFICATE enterprises either. . the Contractor proposes poses to contract with eligble minority and women' � owned business Regardless of the method used to meet the utilization or on goals, all amount listed below will be in dollars. %of the total bid price. IDENTIFICATION Name of Eligible OF PBE/pBE PARTICIPANTS PEE/DBEofEl Description - of Work or line!tem(s) Value of Work 2 to be Performed 1) ) 3) 4) 5) 6) By signing this document the Contractor tractor certifies achievement orgoodt t faithof effort as documented. he Cify of Oma ha that at the utilization goals will be met either b Bidder. by goal Total PBE/DBE Utilization* . $y Title: BIDDERS ARE REQUIRED TO (°Protected Class"is defined as SUBMIT THE F Total Employeesk,Hispanic FOLLOWING ,Asian and Pacific DATA WITH EACH Date )slander,American CH BID Total Protected Class- ncan Indian or Alaskan Native,Female). Work Total Black Males Protected Hispanic Asian or Protected Class-Fe Force Class American Black males ! Pacific Indian or Hispanic Asian or Islander Alaskan American Total Pacific Indian or Native Islander Alaskan Female immimNative i I Refer an uestions re All bidders awarded a ardin the BID or SPECIFICATIONS direct) to the Purchasin De Relations Dee contract in the amount of Department the C �.00o or more must artment 402 Human Relations DepartmentContract Compliance P comply with the Contract Compliance Ordinance and have Relations nttheAnnual Any questions regarding P ce Re ort F0 �4'5400 s shown the Contract Compliance Thison bid. Port shall bee effect for on file with 5. Ordinance should be directed 24 months from the dater the Human (PLEASE PRINTected to the Human Relations Department by the LEGIBLY OR TYPE Partrnent at(402) 1 4.4 Sir.*c'l Finaacx D .r . wing Division 1A- ti Omaha/Douglas Civic Center o FEBpJP4 1819 Farnam Street,Suite 1003 Omaha,Nebraska G8183-1003 City of Omaha (402)444-5400 Mike Fahry,1►ha Fax(402)444-5423 August 8, 2002 Frank Barbour Acting Purchasing Agent NOTICE TO BIDDERS: REQUEST FOR BID ON LEASE OF 200 COMPUTERS Closing Date: August 21, 2002 at 11:00 A.M. ADDENDUM #1: Please make the following changes to the above referenced bid: On page 1 of the specifications, change the heading "Bid on Lease of 1 Computers valued as specified"to read " as specified." "Bid on Lease of 200 Computers valued Also, consider the attatched 10 pages as "Attatchment A." Bid Closing Date remains August 21, 2002 at 11:00 A.M. ACKNOWLEDGE RECEIPT OF THIS ADDENDUM BY SIGNING B RETURNING THIS SHEET WITH YOUR BID. FLOW AND Lt.) Frank Barbour Acting City Purchasing Agent FB:js Name of Firm Signed By Title • CITY OF OMAHA REQUEST FOR BID AND rnvf.J ,='r'2f?i E.aroour ON LIB BID SHEET -% ' t ;i/ RARY COMPUTERS Acting City Purchasing A 1003 Omai^a-Douglas Ci vc Center • Published • 1819 Famam Street i NOT AN ORDER July 3,2002 . Omaha, Nebraska 88183-0011 Page 1 BID BOND OR CERTIFIED CHECK REQUIRED AMOUNT OF 5% IN THE FOR THE►TEMS OFFERED IS IF THE TOTAL AMOUNT • Bid Closing Date July17, 520,000 OR MORE 11:00 A.M. 2002 IMPORTANT 1. Bid must be the office of the CRY 4.If Federal Excise Tax applies,in show amount of same R, 131y Famam Street,Omaha,NE OOUGLgS Exemption certificates will be fumis and deduct. ibid closing date and time indicated,in sealed envelope marked BID by the r Do not include tax in bid. LIBRARY COMPUTERS p marked BID ON BID MUST INCLUDE ANY DELIVERY 2. As evidence of good faith a 6.When submitting bid on items listed. OR SHIPPING CHARGES. submitted with bid FAILUREbond or certified chi must be make suggestions bidder may on a separate is a bid TO DO SO!S CAUSE FOR REJECTION. Possible covering reduction in costs whereverssheet, 3. Right is:ese�;�,,t R�JcCTION. through redesign,change of matenal or utilization ofstandard accept reject any or all bids in their entirety and Hems or quantity the bidders shall nave the right to a ! change. Courci', or accept any jdeczsiny to the City ffYou do not desire to bid,return sheets Rignt is also reserved to acceptor reject any path of your bid unless otherwise indicated byFailure to do so will indicate, with reasons for declining. you. mailing list. !f you desire tayour desire to be removed Please do not call for copy of tabulation I1m our Quote your lowest price, best delivery t information. QUANTITY ry and terms, F.O.B. delivery rY point on the item(s)listed below: 33 each - /Circulation computers in accordance with 2 - I mp /specifications. pages of EXTENSION BID/each � / $ 3 \`8 e3ch !PAC Computerss -� in accordance with 1 page of specifications. — i I f BID/each S ____ I s 3 Z -:•;1- ^�,;,s,, ~c,�'p uters in accordance I S 5 . nce with 1 page of specifications. f I J P cl(cations. C / 35 BID/each,$ 1 ^ is SC �-� -- '"f i�.. `r. Staff Computers in accordance with 2 a I ���7�—_ =ificz•..ons. p gas of I BID/each$ 2 eac„ I zebra S 4"D- l - s ry Laptop in accordance with I page of specifications. 1 BID/each g , ,-/\--- < ALL OR NONE 81 p db *Refer an uestions r ar ' the BID or SPECIFICATIONS d' Bond On this amount) $. ! 3 33 -- All bidders awarded a con tract the Contra:; in the amount of j5,000 or to the,r2hasin Comp lance ke more must comply the Con 402 5d00 or as shown on bid. thereg Contract the C mMian Compliance( nnOrd Cance should d be report shall be in effect for 24 frost Compliance ee weld by the and h moans Den Me date r have on file Nipr the Human Rw�appns�Partrnem directed�the Human Relations Department at(40�2){g4.S055.Human Relation Department Any qua (Please Print legibly or Type) Payment re.rrrs Delve r —�� Firm • �-c �e4'— c- ry or camPleti, r-• Name Incorporatt,ed in _calendar days fallowing award Title Signature • e Phone _ W Address t 0' b a-- 1 .� I 1 1{►%G I l Fax V —3�1 Street/P.O.Box Email �jw- � Q� Cry State �4 � a - .� Zip • LSC> ,—� CITY OF OMAHA REQUEST FOR BIDS ON: LIBRARY COMPUTERS NOT AN ORDER Page 2 QUANTITY DESCRIPTION UNIT PRICE EXTENSION NOTE: The bid price must be held for 90 days. Questions regarding this bid may be directed to Janet Davenport at(402)444 4836. SIGN ALL COPIES Firm By Title PH-8C (91) CONTINUATION SHEET Vendor Qualification Completion Form The City of Omaha is cognizant that the long-term cost of purchasing a c more than the initial purchase price. One component we strongly feel should accoomr system ipupany this purchaseh is s far the value-added promise of service and support. Please indicate your compliance of vendor after-sale service and support "checkmark." By marking an "x" or "checkmark" in the appropriate box firm will comply with the condition as stated. If you do notx by using � •���� or elith an "x"you certify that your indicates that your firm does not or cannot comply with the condition s set to an „� "or"checkmark. it forth. A successful bidder in this purchasing o cafe qualification statements in addition to provingry must the lowestivcosttllforl twelve of the following vendor specified herein. product components or systems LP" Must provide 24-hour, 365-day-per_year telephone p ne technical support for the life of the system. Must provide toll-free long distance or no-charge local telephone support for the life of the system. access to this technical La Must provide telephone technical support pport for the life of the at no c system Must allow the City MIS division qualified technical staff to y harge to the City. determination and repair with vendor technical support o perform any and all problem PPort during the warranty period without voiding the warranty. 1,E1 Must provide next-day delivery of replacement arts warranty period. P (subject to pans availability) dt .ing the Must provide pre-paid return of replaced pans during the warranty period. Must provide next-day delivery of replacement pans sub�ec considerations) after the warn ( J t to pans availability and shipping �ry period. La Must provide no-obligation, no-cost (except shipping eval configuration for a minimum - cation of any available 30-day period. Must provide 30-day, no-questions-asked return of system f System manufacturer must be ISO 9002 certified. or full refund. with certification number matching �� Photocopy of documentation from ISO submittal.) b the bid specification must be included with your bid System manufacturer must be Gartner Group Ente at bl and Government-Tier rated. S ecialty or Segmentrise-Tier or Regional Business Education Complete system must be certified CompatibleUri for use within a Microsoftft Windows 2000 Server network environme_ Signature: Title: (1) i�,���C�� Date: -7 dal c , i'' I c.) = 5 a) -..eli "m1 .1 E ° ii '3 .4 zi,. .4 ti li ; ... 1 i . •-• 0.) III il III t it.9 cn 0 Ai, ir ill , a 1 i '1)116 IrTi1 � � ��cv I I 0 ! 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R O - a Cl/ oo u CII N — Gia = a� ` • 1:7 bank Five Star Scrvicv G �,� No. 508250732 920 DATE: AUGUST 21, 2002 TEN THOUSAND FOUR HUNDRED TWENTY DOLLARS AND 40 CENTS PAY TO THE tap- 2Q= ORDER OF: CITY OF OMAHA =,-_---am "`' '04_,oa Location: 7313 Drawer:USBank 420 Issued By Traveler's Express Company,Inc Drawee BB&T Charleston,WV NON NEGOTIABLE AUTHORIZED SIGNATURE f 2µ,�H�.N 6-2101404d3 �/..��j�.A�� F Finance Department ® > Yi O Purchasing Division ow Omaha/Dou&as Civic Center ��TFD FEBRur4` 1819 Farnam Street,Suite 1003 Omaha,Nebraska 68183_1003 City of Omaha (402)444-5400 Mike Fahey,Mayor Fax(402)444_ 5423 August 21, 2002 Frank Barbour Acting Purchasing Agent NOTICE TO BIDDERS: REQUEST FOR BID ON LEASE OF 200 COMPUTERS Original Closing Date: August 21, 2002 at 11:00 A.M. Revised Closing Date: September 4, 2002 at 11:00 A.M. ADDENDUM #2: O , theabove referenced bid, the requirement for the 5% Bid $7 500.00. Bond has been changed to Bidders are required to provide 2 bids for these computers municipal obligation and the second bid with standard taxes. The reviewed byone being atax-exempt will the City's legal office. Their determination to which bid w non-tax is beingted be final. Bid Closing Date has been extended to September 4, ACKNOWLEDGE RECEIPT OF THIS ADDENDUM B RETURNING THIS SHEET WITH YOURY SIGNING BELOW AN D BID. Frank Barbour Acting City Purchasing Agent • FB:js R74L G ( Name f F' Gam Signed By sQje Title Tax-E%em t Munici al Obli ation Bid 1) The terms of the lease will include a Non-Appropriation clause 2) Lease Factor=0.35983 3) Annual Interest Rate= 7.243% 4) This rate is based on non-bank qualified munici a 5) Fixed P 1 funds. Rate over term of the lease=YES 6) Based on S208,408.00 and you will have 3 payments is of$74,844.64 7) N/A Y 8) None 9) Management Reports: We will provide any type of reports that you request as long as they are reasonable. 10)We will provide a 30 day notification for payment We have provided this factor assumingt s of lease. me clarify the difference between that the Iibrary is "non-bank entity. Should atax-exempt municipality"non-bank tigyass qualified" versus a "bank qualified." Let $10,000,000 in tax-exempt lease or bonds in the current qualified" t intendto issue then more thany considered to be a "non-bank qualifed"issuer for there calendar year,the they are remainder of the calendar year. Generally speaking, the larger state agencies arespeaking, g municipal entities such as large wouldtebe a non-bankeall going to issue more than $10,000,000 in the calendarh ) ann qualified issuers. year and If you qualify as a bank qualified municipal entity your rate factor would be: * Bank qualified lease factor=0.34734 * Bank qualified interest rate=4.182% .f+ • • • ci) 11-.$ ru bd0 � CD CD CD '- ° 0 CD C7 . cr a N ono O d '3 v) ON o O sue. N H. • p,` p. SI cn 0 • a CD pu CD ro x o O o