Santa Buckley Energy Group, Ltd.

Transcription

1 Capitol Region Council of 5 Santa Buckley Energy Group, Ltd. Bid Contact Lex Johnson petowd@santaenergy.com Ph Address PO Box 1141 Bridgeport, CT Item # Line Item Notes Option A: Differential Option B: Fixed Mark-Up Attch. Docs Town of Avon/BOE:#2 Heating Oil - 10,000 gallons No Bids Town of Avon/BOE:ULSD - 30,000 gallons No Bids Item # Line Item Notes Option A: Differential Lot Total $0.00 Option B: Fixed Mark-Up Attch. Docs Town of Bolton & BOE:Bio- Diesel B5 No Bids Lot Total $0.00 Item # Line Item Notes Option A: Differential Pricing Option B: Alternate Fixed Mark-Up N/A Attch. Docs Town of Canton: #2 Heating Oil - 28,700 Gallons Supplier Product Code: First Offer - $ $ Y Y Town of Canton:ULSD - 20,300 Gallons No Bids Item # Line Item Notes Lot Total $ Option A: Differential Option B: Fixed Mark- Up Attch. Docs Town of Cheshire: Bio- Diesel B5-22,000 gallons Supplier Product Code: Supplier Notes: The attached Cover Letter and Exceptions is for all participating locations and fuels. First Offer - $ Y Y Town of Cheshire: ULSD 3,500 gallons Supplier Product Code: First Offer - $0.45 $0.40 Y Y Town of Cheshire: #2 Heating Oil - 21,950 gallons Supplier Product Code: First Offer - $0.15 $ Y Y p. 133

2 Capitol Region Council of Lot Total $ Item # Line Item Notes Option A: Differential Pricing Option B: Alternate Fixed Mark-Up N/A Attch. Docs Cheshire BOE: #2 Heating Oil - 65,000 Gallons Supplier Product Code: First Offer - $ $ Y Y Cheshire BOE: ULSD - 72,500 Gallons Supplier Product Code: First Offer - $ $0.137 Y Y Item # Line Item Notes Town of Coventry:Winter Blend ULSD - 11,500 gallons Town of Coventry:ULSD - 40,000 gallons Town of Coventry:#2 Heating Oil - 25,000 gallons Lot Total $ Option A: Differential Option B: Fixed Mark-Up Attch. Docs No Bids No Bids No Bids Item # Line Item Notes Option A: Differential Option B: Fixed Mark-Up Lot Total $0.00 Attch. Docs Town of Cromwell : ULSD - 53,500 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Option A: Differential Lot Total $ Option B: Fixed Mark-Up Attch. Docs Town of East Haddam: #2 Heating Oil - 82,500 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Option A: Differential Pricing Option B: Alternate Fixed Mark-Up Lot Total $ N/A Attch. Docs Town of Ellington :#2 Heating Oil - 8,500 Gallons Town of Ellington :B5 Bio Diesel - 26,000 gallons Lot Total $0.00 No Bids No Bids p. 134

3 Capitol Region Council of Item # Line Item Notes Option A: Differential Option B: Fixed Mark-Up Attch. Docs Town of Enfield & BOE:#2 Heating Oil - 9,000 gallons No Bids Town of Enfield & BOE: ULSD -140,000 gallons Supplier Product Code: First Offer - $ $0.114 Y Y Town of Enfield & BOE: Winter Blend ULSD - 47,000 gallons Supplier Product Code: First Offer - $ $ Y Y Town of Enfield & BOE: Summer Blend ULSD - 47,000 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Town of Farmington:#2 Heating Oil - 16,000 Gallons Option A: Differential Pricing Option B: Alternate Fixed Mark-Up Lot Total $ N/A Attch. Docs No Bids Town of Farmington: Winter Blend Ultra Low Sulfur Diesel - 33,000 Gallons Supplier Product Code: First Offer - $0.048 $ Y Y Town of Farmington: Summer Blend Ultra Low Sulfur Diesel - 124,000 Gallons Supplier Product Code: First Offer - $0.05 $ Y Item # Line Item Notes Town of Glastonbury:#2 Heating Oil, 11, Town of Glastonbury:Premium ULSD gallons Lot Total $ Option A: Differential Option B: Fixed Mark- Up Attch. Docs No Bids No Bids Town of Glastonbury: Biodiesel B5-64,000 gallons Supplier Product Code: Supplier Notes: Includes Winter Additve First Offer - $ $ Y Y p. 135

4 Capitol Region Council of Town of Glastonbury: BioDiesel B20-141,000 gallons Supplier Product Code: Supplier Notes: Does not include winter additive. Recommend #1 Diesel/Kero as a winter additive and will provide at New Haven Harbor cost plus.0998 First Offer - $0.124 $ Y Y Item # Line Item Notes Option A: Differential Pricing Option B: Alternate Fixed Mark-Up Lot Total $ N/A Attch. Docs Town of Manchester & BOE:#2 Heating Oil - 27,100 Gallons No Bids Town of Manchester & BOE: Premium ULSD - 228,000 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Option A: Differential Pricing Lot Total $ Option B: Alternate Fixed Mark-Up N/A Attch. Docs Town of Middlebury: #2 Heating Oil - 16,250 Gallons Supplier Product Code: First Offer - $ $ Y Y Town of Middlebury: Ultra Low Sulfur Diesel - 18,000 Gallons Supplier Product Code: First Offer - $ $ Y Y Town of Middlebury: Winter Blend ULSD - 6,700 gallons Supplier Product Code: First Offer - $ $0.179 Y Y Item # Line Item Notes Lot Total $ Option A: Differential Option B: Fixed Mark-Up Attch. Docs City of Middletown: #2 Heating Oil - 42,845 gallons Supplier Product Code: First Offer - $ $ Y Y City of Middletown: ULSD - 67,225 gallons Supplier Product Code: First Offer - $ $0.146 Y Y p. 136

5 Item # Line Item Notes Capitol Region Council of Option A: Differential Lot Total $ Option B: Fixed Mark-Up Attch. Docs Middletown BOE: #2 Heating Oil - 143,400 gallons Supplier Product Code: First Offer - $ $ Y Y Middletown BOE: ULSD - 114,000 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Option A: Differential Lot Total $ Option B: Fixed Mark-Up Attch. Docs City of New London:#2 Heating Oil - 6,500 gallons No Bids City of New London: ULSD - 85,000 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Option A: Differential Lot Total $ Option B: Fixed Mark-Up Attch. Docs Newington BOE: ULSD - 30,000 gallons Supplier Product Code: First Offer - $ $ Y Y Newington BOE: Winter Blend ULSD - 30,000 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Option A: Differential Pricing Option B: Alternate Fixed Mark-Up Lot Total $ N/A Attch. Docs Town of Newington: Ultra Low Sulfur Diesel - 39,000 Gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Town of North Branford:#2 Fuel Oil - 11,500 gallons Town of North Branford:ULSD - 22,700 gallons Lot Total $ Option A: Differential Option B: Fixed Mark-Up Attch. Docs No Bids No Bids p. 137

6 Item # Line Item Notes Capitol Region Council of Option A: Differential Option B: Fixed Mark-Up Lot Total $0.00 Attch. Docs City of Norwalk: #2 Heating Oil - 372,350 Supplier Product Code: First Offer - $ $ Y Y City of Norwalk: ULSD - 277,265 Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Option A: Differential Option B: Alternate Fixed Mark-Up Lot Total $ N/A Attch. Docs Town of Plainville: Ultra Low Sulfur Diesel - 39,500 gallons Supplier Product Code: First Offer - $ $ Y Y Town of Plainville: #2 Heating Oil - 14,800 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Option A: Differential Lot Total $ Option B: Alternate Fixed Mark-Up N/A Attch. Docs Portland Housing Authority: #2 Heating Oil - 22,000 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Town of Portland:#2 Heating Oil - 7,000 gallons Lot Total $ Option A: Differential Option B: Fixed Mark-Up Attch. Docs No Bids Town of Portland: ULSD, Dyed - 45,000 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Option A: Differential Pricing Option B: Alternate Fixed Mark-Up Lot Total $ N/A Attch. Docs Town of Rocky Hill:#2 Heating Oil No Bids p. 138

7 - 1,200 Gallons Capitol Region Council of Town of Rocky Hill: Premium ULSD - 49,000 Gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Town of Suffield:#2 Heating Oil - 1,000 gallons Town of Suffield:ULSD - 1,000 gallons Lot Total $ Option A: Differential Option B: Fixed Mark-Up Attch. Docs No Bids No Bids Town of Suffield: ULSD (for vehicles) - 67,000 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Option A: Differential Lot Total $ Option B: Fixed Mark-Up Attch. Docs Town of Waterford: #2 Heating Oil - 100,515 Gallons Supplier Product Code: First Offer - $ $ Y Y Town of Waterford: ULSD - 119,235 Gallons Supplier Product Code: First Offer - $ $ Y Y Town of Waterford: Winter Blend ULSD - 20,600 gallons Supplier Product Code: First Offer - $0.083 $ Y Y Item # Line Item Notes Option A: Differential Pricing Option B: Alternate Fixed Mark-Up Lot Total $ N/A Attch. Docs Town of West Hartford:#2 Heating Oil - 6,650 gallons Town of West Hartford:ULSD - 39,450 gallons No Bids No Bids Item # Line Item Notes Option A: Differential Lot Total $0.00 Option B: Fixed Mark-Up Attch. Docs Town of Weston: #2 Heating Oil - 4,500 gallons Supplier Product Code: First Offer - $0.203 $ Y Y p. 139

8 Capitol Region Council of Town of Weston: ULSD - 23,400 gallons Supplier Product Code: First Offer - $ $ Y Y Town of Weston: Winter Blend ULSD - 26,800 gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Town of Wethersfield:#2 Heating Oil - 1,500 Gallons Option A: Differential Pricing Option B: Alternate Fixed Mark-Up Lot Total $ N/A Attch. Docs No Bids Town of Wethersfield: Ultra Low Sulfur Diesel - 81,000 Gallons Supplier Product Code: First Offer - $ $ Y Y Item # Line Item Notes Lot Total $ Option A: Differential Option B: Fixed Mark-Up Attch. Docs Town of Windsor: Bio- Diesel B5-142,000 gallons Supplier Product Code: First Offer - $ $0.185 Y Y Lot Total $ p. 140

9 Santa Buckley Energy Group, Ltd. Item: Town of Canton:#2 Heating Oil - 28,700 Gallons Capitol Region Council of 5 Attachments CRCOG Cover Letter and Exceptions Fuel Oil pdf 6 p. 141

10 HEATING AND MOTOR FUELS ~ NATURAL GAS ~ ELECTRICITY ~ Capitol DUAL Region FUEL ~ Council OTHER of ENERGY PRODUCTS AND SERVICES ~ ENERGY CONSULTING Santa Buckley Energy, Inc. P.O. Box 1141 P Bridgeport, CT F Capitol Region Council of Solicitation # Fuel Oil/Diesel Fuel March 2, :00 am Re: Bid Requirements To: Whom it may concern, The weighting used for the NYMEX portion of the Firm Pricing is the weighted average for the term selected. The cost for Performance Bonds is $15.00 per $1,000 of contracted business. If I can be of additional assistance let me know. Sincerely, Dean Petow Manager petowd@santaenergy.com (203) ext (203) fax p. 142

11 Capitol Region Council of HEATING AND MOTOR FUELS ~ NATURAL GAS ~ ELECTRICITY ~ DUAL FUEL ~ OTHER ENERGY PRODUCTS AND SERVICES ~ ENERGY CONSULTING Santa Buckley Energy, Inc. P.O. Box 1141 P Bridgeport, CT F EXCEPTIONS Capitol Region Council of Solicitation # Fuel Oil Diesel Fuel March 2, :00 am Exceptions to Specifications Bid prices do not include taxes for which the Capitol Region Purchasing Council Member(s) (Customer) are responsible for. All applicable taxes are the responsibility of the Customer and added to the invoice. It is the Customer s responsibility to provide valid exemption certificates for tax exemptions requested. Any product type or specification change, tax, duty, or governmental charge now or hereafter imposed on the product, Santa Buckley Energy, Inc. (Santa Buckley), or required to be paid or collected by Santa Buckley, by reason of the manufacturer, transportation, sale, delivery, or use of the product, shall be paid by the Customer, in addition to the price of the product. Payment Terms are Net 30 days from the date of delivery. There is no discount for early payment. Invoices not paid by the Customer within 30 days from the date of delivery will be assessed late payment charges of 1.5% per month. The Customer is responsible for all expenses and collection fees incurred by Santa Buckley to collect any overdue amounts, including attorney s fees. Differential or Variable Price contracts/agreements do not require a volume commitment, Firm or Fixed Price agreements/contracts require both a volume commitment and delivery term (contract term) commitment. It is understood that, due to reasonable usage variances outside of the control of the Customer some incidental fuel may be delivered beyond the current contract term a 15 day grace period is provided, however this should only be minor and incidental in nature. Under no circumstances shall the fuel be purchased with the intent of utilization beyond the contract term. FIXED PRICE AGREEMENT: Fixed Price offers are based on the New York Mercantile Exchange (NYMEX) at the time of the bid opening. Fixed Price Awards must be made Promptly due to market volatility. Fixed Price Bid offers reflect market conditions at the time of the bid opening. The time period between the bid opening and award of the bid may alter the Fixed Price of this contract/agreement. Fixed Price changes if necessary will reflect actual NYMEX changes from time of bid receipt until bid award. Once awarded and accepted by Santa Buckley the fixed price will remain firm for the contract/agreement term. Estimated gallons are considered the contracted gallons unless the customer specifies a different volume. Upon notification and acceptance, Santa Buckley will secure the contracted gallons. Upon delivery of the contracted gallons within the contract terms Santa Buckley will have fully satisfied its Fixed Price fuel supply obligations to the Customer. All delivered gallons in excess of the contracted gallons will be billed at a differential price over the local harbor posting or at a negotiated fixed price based on market conditions for the remainder of the contract period. If at the end of the Fixed Price contract term the Customer has not received the contracted gallons Santa Buckley reserves the right, at its sole discretion to one of the following: a) contract term extension: remaining volume purchased by the Customer at the Fixed Price plus monthly storage fees and stored by Santa Buckley until the remaining volume is delivered to the Customer, b) cashed out to zero balance: Customer pays Santa Buckley the difference between Fixed Price and the liquidation price times the remaining volume, Santa Buckley shall have no obligation to deliver the cashed out volume, or c) terminate the contract: Santa Buckley shall have no obligation to deliver the remaining volume. Santa Buckley reserves the right to allocate the Fixed Price Volume on a pro-rata basis over the term of the contract(s)/agreement(s). Santa Buckley reserves the right to levy delivery surcharges should the delivery locations and or tank sizes vary significantly from those listed in the bid document. Santa Buckley s transportation department must approve the delivery site based on an environmental and safety assessment. Santa Buckley does not provide warranties for fuel stored by the Customer in their fuel storage container or the containers condition (internally or externally), container leakage and soil contamination, miscalculation of fuel ordering, fuel spillage, facility safety and health. Automatic deliveries are provided on a Best Efforts basis. For automatic deliveries, the location(s) requesting automatic deliveries must provide the past twelve months delivery history for each tank identified as automatic delivery. This history must show p. 143

12 date and volume for each delivery. Generator storage Capitol tanks Region are not Council on automatic of fill the Customer shall call in to request fuel deliveries. The Customer shall provide adequate facilities for the unloading and delivery equipment, delivery by Santa Buckley into any equipment or container furnished by the Customer shall constitute a delivery to the Customer. Quantities delivered in bulk shall be determined in accordance with Santa Buckley s established practices at the shipping point. Request for deliveries require that notice is provided by 10:00am the previous business day. Unscheduled, same-day delivery request, the Customer shall pay the emergency delivery fee charged by the carrier in addition to the fuel price. If the Customer requests a fuel sample the following will apply; the sample must be taken off of the delivery truck only and the Customer will pay for the testing fee. Should the test results fail to meet the industry standards for the product sampled then Santa Buckley will pay the testing fee. The Oil Price Information Service (OPIS) publication is Copyrighted material therefore by copyright laws Santa Buckley is not allowed to forward or provide copies of the OPIS. The Customer is here by notified that the prices posted in the OPIS change daily and it is the responsibility of the Customer to verify the OPIS posted price. Santa Buckley provides the Customer with notification of price changes through the invoicing process. Award of this bid to Santa Buckley will constitute the Customers full acceptance of the above terms and conditions and any other language in the bid document(s) or subsequent contract documents notwithstanding. Notice of Award: By signing below, Customer hereby confirms the Notice of Award by Customer in favor of Santa Buckley and acknowledges the acceptance by Customer of the Terms and Conditions set forth herein. Upon signing, kindly return a copy by fax to (203) , Attn: Dean Petow or at petowd@santaenergy.com. Duly Authorized By: Signature Date: Printed Name Title p. 144

13 Santa Buckley Energy Group, Ltd. Capitol Region Council of Item: Town of Cheshire:Town of Cheshire:Bio-Diesel B5-22,000 gallons 5 Attachments CRCOG Bid Bond Fuel Oil pdf CRCOG Cover Letter and Exceptions Fuel Oil pdf 6 p. 145

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16 Capitol Region Council of p. 148

17 Capitol Region Council of p. 149

18 Capitol Region Council of p. 150

19 HEATING AND MOTOR FUELS ~ NATURAL GAS ~ ELECTRICITY ~ Capitol DUAL Region FUEL ~ Council OTHER of ENERGY PRODUCTS AND SERVICES ~ ENERGY CONSULTING Santa Buckley Energy, Inc. P.O. Box 1141 P Bridgeport, CT F Capitol Region Council of Solicitation # Fuel Oil/Diesel Fuel March 2, :00 am Re: Bid Requirements To: Whom it may concern, The weighting used for the NYMEX portion of the Firm Pricing is the weighted average for the term selected. The cost for Performance Bonds is $15.00 per $1,000 of contracted business. If I can be of additional assistance let me know. Sincerely, Dean Petow Manager petowd@santaenergy.com (203) ext (203) fax p. 151

20 Capitol Region Council of HEATING AND MOTOR FUELS ~ NATURAL GAS ~ ELECTRICITY ~ DUAL FUEL ~ OTHER ENERGY PRODUCTS AND SERVICES ~ ENERGY CONSULTING Santa Buckley Energy, Inc. P.O. Box 1141 P Bridgeport, CT F EXCEPTIONS Capitol Region Council of Solicitation # Fuel Oil Diesel Fuel March 2, :00 am Exceptions to Specifications Bid prices do not include taxes for which the Capitol Region Purchasing Council Member(s) (Customer) are responsible for. All applicable taxes are the responsibility of the Customer and added to the invoice. It is the Customer s responsibility to provide valid exemption certificates for tax exemptions requested. Any product type or specification change, tax, duty, or governmental charge now or hereafter imposed on the product, Santa Buckley Energy, Inc. (Santa Buckley), or required to be paid or collected by Santa Buckley, by reason of the manufacturer, transportation, sale, delivery, or use of the product, shall be paid by the Customer, in addition to the price of the product. Payment Terms are Net 30 days from the date of delivery. There is no discount for early payment. Invoices not paid by the Customer within 30 days from the date of delivery will be assessed late payment charges of 1.5% per month. The Customer is responsible for all expenses and collection fees incurred by Santa Buckley to collect any overdue amounts, including attorney s fees. Differential or Variable Price contracts/agreements do not require a volume commitment, Firm or Fixed Price agreements/contracts require both a volume commitment and delivery term (contract term) commitment. It is understood that, due to reasonable usage variances outside of the control of the Customer some incidental fuel may be delivered beyond the current contract term a 15 day grace period is provided, however this should only be minor and incidental in nature. Under no circumstances shall the fuel be purchased with the intent of utilization beyond the contract term. FIXED PRICE AGREEMENT: Fixed Price offers are based on the New York Mercantile Exchange (NYMEX) at the time of the bid opening. Fixed Price Awards must be made Promptly due to market volatility. Fixed Price Bid offers reflect market conditions at the time of the bid opening. The time period between the bid opening and award of the bid may alter the Fixed Price of this contract/agreement. Fixed Price changes if necessary will reflect actual NYMEX changes from time of bid receipt until bid award. Once awarded and accepted by Santa Buckley the fixed price will remain firm for the contract/agreement term. Estimated gallons are considered the contracted gallons unless the customer specifies a different volume. Upon notification and acceptance, Santa Buckley will secure the contracted gallons. Upon delivery of the contracted gallons within the contract terms Santa Buckley will have fully satisfied its Fixed Price fuel supply obligations to the Customer. All delivered gallons in excess of the contracted gallons will be billed at a differential price over the local harbor posting or at a negotiated fixed price based on market conditions for the remainder of the contract period. If at the end of the Fixed Price contract term the Customer has not received the contracted gallons Santa Buckley reserves the right, at its sole discretion to one of the following: a) contract term extension: remaining volume purchased by the Customer at the Fixed Price plus monthly storage fees and stored by Santa Buckley until the remaining volume is delivered to the Customer, b) cashed out to zero balance: Customer pays Santa Buckley the difference between Fixed Price and the liquidation price times the remaining volume, Santa Buckley shall have no obligation to deliver the cashed out volume, or c) terminate the contract: Santa Buckley shall have no obligation to deliver the remaining volume. Santa Buckley reserves the right to allocate the Fixed Price Volume on a pro-rata basis over the term of the contract(s)/agreement(s). Santa Buckley reserves the right to levy delivery surcharges should the delivery locations and or tank sizes vary significantly from those listed in the bid document. Santa Buckley s transportation department must approve the delivery site based on an environmental and safety assessment. Santa Buckley does not provide warranties for fuel stored by the Customer in their fuel storage container or the containers condition (internally or externally), container leakage and soil contamination, miscalculation of fuel ordering, fuel spillage, facility safety and health. Automatic deliveries are provided on a Best Efforts basis. For automatic deliveries, the location(s) requesting automatic deliveries must provide the past twelve months delivery history for each tank identified as automatic delivery. This history must show p. 152

21 date and volume for each delivery. Generator storage Capitol tanks Region are not Council on automatic of fill the Customer shall call in to request fuel deliveries. The Customer shall provide adequate facilities for the unloading and delivery equipment, delivery by Santa Buckley into any equipment or container furnished by the Customer shall constitute a delivery to the Customer. Quantities delivered in bulk shall be determined in accordance with Santa Buckley s established practices at the shipping point. Request for deliveries require that notice is provided by 10:00am the previous business day. Unscheduled, same-day delivery request, the Customer shall pay the emergency delivery fee charged by the carrier in addition to the fuel price. If the Customer requests a fuel sample the following will apply; the sample must be taken off of the delivery truck only and the Customer will pay for the testing fee. Should the test results fail to meet the industry standards for the product sampled then Santa Buckley will pay the testing fee. The Oil Price Information Service (OPIS) publication is Copyrighted material therefore by copyright laws Santa Buckley is not allowed to forward or provide copies of the OPIS. The Customer is here by notified that the prices posted in the OPIS change daily and it is the responsibility of the Customer to verify the OPIS posted price. Santa Buckley provides the Customer with notification of price changes through the invoicing process. Award of this bid to Santa Buckley will constitute the Customers full acceptance of the above terms and conditions and any other language in the bid document(s) or subsequent contract documents notwithstanding. Notice of Award: By signing below, Customer hereby confirms the Notice of Award by Customer in favor of Santa Buckley and acknowledges the acceptance by Customer of the Terms and Conditions set forth herein. Upon signing, kindly return a copy by fax to (203) , Attn: Dean Petow or at petowd@santaenergy.com. Duly Authorized By: Signature Date: Printed Name Title p. 153

22 Santa Buckley Energy Group, Ltd. Capitol Region Council of Item: Town of Cheshire:Town of Cheshire:Town of Cheshire:ULSD 3,500 gallons 5 Attachments CRCOG Cover Letter and Exceptions Fuel Oil pdf 6 p. 154

23 HEATING AND MOTOR FUELS ~ NATURAL GAS ~ ELECTRICITY ~ Capitol DUAL Region FUEL ~ Council OTHER of ENERGY PRODUCTS AND SERVICES ~ ENERGY CONSULTING Santa Buckley Energy, Inc. P.O. Box 1141 P Bridgeport, CT F Capitol Region Council of Solicitation # Fuel Oil/Diesel Fuel March 2, :00 am Re: Bid Requirements To: Whom it may concern, The weighting used for the NYMEX portion of the Firm Pricing is the weighted average for the term selected. The cost for Performance Bonds is $15.00 per $1,000 of contracted business. If I can be of additional assistance let me know. Sincerely, Dean Petow Manager petowd@santaenergy.com (203) ext (203) fax p. 155

24 Capitol Region Council of HEATING AND MOTOR FUELS ~ NATURAL GAS ~ ELECTRICITY ~ DUAL FUEL ~ OTHER ENERGY PRODUCTS AND SERVICES ~ ENERGY CONSULTING Santa Buckley Energy, Inc. P.O. Box 1141 P Bridgeport, CT F EXCEPTIONS Capitol Region Council of Solicitation # Fuel Oil Diesel Fuel March 2, :00 am Exceptions to Specifications Bid prices do not include taxes for which the Capitol Region Purchasing Council Member(s) (Customer) are responsible for. All applicable taxes are the responsibility of the Customer and added to the invoice. It is the Customer s responsibility to provide valid exemption certificates for tax exemptions requested. Any product type or specification change, tax, duty, or governmental charge now or hereafter imposed on the product, Santa Buckley Energy, Inc. (Santa Buckley), or required to be paid or collected by Santa Buckley, by reason of the manufacturer, transportation, sale, delivery, or use of the product, shall be paid by the Customer, in addition to the price of the product. Payment Terms are Net 30 days from the date of delivery. There is no discount for early payment. Invoices not paid by the Customer within 30 days from the date of delivery will be assessed late payment charges of 1.5% per month. The Customer is responsible for all expenses and collection fees incurred by Santa Buckley to collect any overdue amounts, including attorney s fees. Differential or Variable Price contracts/agreements do not require a volume commitment, Firm or Fixed Price agreements/contracts require both a volume commitment and delivery term (contract term) commitment. It is understood that, due to reasonable usage variances outside of the control of the Customer some incidental fuel may be delivered beyond the current contract term a 15 day grace period is provided, however this should only be minor and incidental in nature. Under no circumstances shall the fuel be purchased with the intent of utilization beyond the contract term. FIXED PRICE AGREEMENT: Fixed Price offers are based on the New York Mercantile Exchange (NYMEX) at the time of the bid opening. Fixed Price Awards must be made Promptly due to market volatility. Fixed Price Bid offers reflect market conditions at the time of the bid opening. The time period between the bid opening and award of the bid may alter the Fixed Price of this contract/agreement. Fixed Price changes if necessary will reflect actual NYMEX changes from time of bid receipt until bid award. Once awarded and accepted by Santa Buckley the fixed price will remain firm for the contract/agreement term. Estimated gallons are considered the contracted gallons unless the customer specifies a different volume. Upon notification and acceptance, Santa Buckley will secure the contracted gallons. Upon delivery of the contracted gallons within the contract terms Santa Buckley will have fully satisfied its Fixed Price fuel supply obligations to the Customer. All delivered gallons in excess of the contracted gallons will be billed at a differential price over the local harbor posting or at a negotiated fixed price based on market conditions for the remainder of the contract period. If at the end of the Fixed Price contract term the Customer has not received the contracted gallons Santa Buckley reserves the right, at its sole discretion to one of the following: a) contract term extension: remaining volume purchased by the Customer at the Fixed Price plus monthly storage fees and stored by Santa Buckley until the remaining volume is delivered to the Customer, b) cashed out to zero balance: Customer pays Santa Buckley the difference between Fixed Price and the liquidation price times the remaining volume, Santa Buckley shall have no obligation to deliver the cashed out volume, or c) terminate the contract: Santa Buckley shall have no obligation to deliver the remaining volume. Santa Buckley reserves the right to allocate the Fixed Price Volume on a pro-rata basis over the term of the contract(s)/agreement(s). Santa Buckley reserves the right to levy delivery surcharges should the delivery locations and or tank sizes vary significantly from those listed in the bid document. Santa Buckley s transportation department must approve the delivery site based on an environmental and safety assessment. Santa Buckley does not provide warranties for fuel stored by the Customer in their fuel storage container or the containers condition (internally or externally), container leakage and soil contamination, miscalculation of fuel ordering, fuel spillage, facility safety and health. Automatic deliveries are provided on a Best Efforts basis. For automatic deliveries, the location(s) requesting automatic deliveries must provide the past twelve months delivery history for each tank identified as automatic delivery. This history must show p. 156

25 date and volume for each delivery. Generator storage Capitol tanks Region are not Council on automatic of fill the Customer shall call in to request fuel deliveries. The Customer shall provide adequate facilities for the unloading and delivery equipment, delivery by Santa Buckley into any equipment or container furnished by the Customer shall constitute a delivery to the Customer. Quantities delivered in bulk shall be determined in accordance with Santa Buckley s established practices at the shipping point. Request for deliveries require that notice is provided by 10:00am the previous business day. Unscheduled, same-day delivery request, the Customer shall pay the emergency delivery fee charged by the carrier in addition to the fuel price. If the Customer requests a fuel sample the following will apply; the sample must be taken off of the delivery truck only and the Customer will pay for the testing fee. Should the test results fail to meet the industry standards for the product sampled then Santa Buckley will pay the testing fee. The Oil Price Information Service (OPIS) publication is Copyrighted material therefore by copyright laws Santa Buckley is not allowed to forward or provide copies of the OPIS. The Customer is here by notified that the prices posted in the OPIS change daily and it is the responsibility of the Customer to verify the OPIS posted price. Santa Buckley provides the Customer with notification of price changes through the invoicing process. Award of this bid to Santa Buckley will constitute the Customers full acceptance of the above terms and conditions and any other language in the bid document(s) or subsequent contract documents notwithstanding. Notice of Award: By signing below, Customer hereby confirms the Notice of Award by Customer in favor of Santa Buckley and acknowledges the acceptance by Customer of the Terms and Conditions set forth herein. Upon signing, kindly return a copy by fax to (203) , Attn: Dean Petow or at petowd@santaenergy.com. Duly Authorized By: Signature Date: Printed Name Title p. 157

26 Santa Buckley Energy Group, Ltd. Capitol Region Council of Item: Town of Cheshire:Town of Cheshire:Town of Cheshire:Town of Cheshire:#2 Heating Oil - 21,950 gallons 5 Attachments CRCOG Cover Letter and Exceptions Fuel Oil pdf 6 p. 158

27 HEATING AND MOTOR FUELS ~ NATURAL GAS ~ ELECTRICITY ~ Capitol DUAL Region FUEL ~ Council OTHER of ENERGY PRODUCTS AND SERVICES ~ ENERGY CONSULTING Santa Buckley Energy, Inc. P.O. Box 1141 P Bridgeport, CT F Capitol Region Council of Solicitation # Fuel Oil/Diesel Fuel March 2, :00 am Re: Bid Requirements To: Whom it may concern, The weighting used for the NYMEX portion of the Firm Pricing is the weighted average for the term selected. The cost for Performance Bonds is $15.00 per $1,000 of contracted business. If I can be of additional assistance let me know. Sincerely, Dean Petow Manager petowd@santaenergy.com (203) ext (203) fax p. 159

28 Capitol Region Council of HEATING AND MOTOR FUELS ~ NATURAL GAS ~ ELECTRICITY ~ DUAL FUEL ~ OTHER ENERGY PRODUCTS AND SERVICES ~ ENERGY CONSULTING Santa Buckley Energy, Inc. P.O. Box 1141 P Bridgeport, CT F EXCEPTIONS Capitol Region Council of Solicitation # Fuel Oil Diesel Fuel March 2, :00 am Exceptions to Specifications Bid prices do not include taxes for which the Capitol Region Purchasing Council Member(s) (Customer) are responsible for. All applicable taxes are the responsibility of the Customer and added to the invoice. It is the Customer s responsibility to provide valid exemption certificates for tax exemptions requested. Any product type or specification change, tax, duty, or governmental charge now or hereafter imposed on the product, Santa Buckley Energy, Inc. (Santa Buckley), or required to be paid or collected by Santa Buckley, by reason of the manufacturer, transportation, sale, delivery, or use of the product, shall be paid by the Customer, in addition to the price of the product. Payment Terms are Net 30 days from the date of delivery. There is no discount for early payment. Invoices not paid by the Customer within 30 days from the date of delivery will be assessed late payment charges of 1.5% per month. The Customer is responsible for all expenses and collection fees incurred by Santa Buckley to collect any overdue amounts, including attorney s fees. Differential or Variable Price contracts/agreements do not require a volume commitment, Firm or Fixed Price agreements/contracts require both a volume commitment and delivery term (contract term) commitment. It is understood that, due to reasonable usage variances outside of the control of the Customer some incidental fuel may be delivered beyond the current contract term a 15 day grace period is provided, however this should only be minor and incidental in nature. Under no circumstances shall the fuel be purchased with the intent of utilization beyond the contract term. FIXED PRICE AGREEMENT: Fixed Price offers are based on the New York Mercantile Exchange (NYMEX) at the time of the bid opening. Fixed Price Awards must be made Promptly due to market volatility. Fixed Price Bid offers reflect market conditions at the time of the bid opening. The time period between the bid opening and award of the bid may alter the Fixed Price of this contract/agreement. Fixed Price changes if necessary will reflect actual NYMEX changes from time of bid receipt until bid award. Once awarded and accepted by Santa Buckley the fixed price will remain firm for the contract/agreement term. Estimated gallons are considered the contracted gallons unless the customer specifies a different volume. Upon notification and acceptance, Santa Buckley will secure the contracted gallons. Upon delivery of the contracted gallons within the contract terms Santa Buckley will have fully satisfied its Fixed Price fuel supply obligations to the Customer. All delivered gallons in excess of the contracted gallons will be billed at a differential price over the local harbor posting or at a negotiated fixed price based on market conditions for the remainder of the contract period. If at the end of the Fixed Price contract term the Customer has not received the contracted gallons Santa Buckley reserves the right, at its sole discretion to one of the following: a) contract term extension: remaining volume purchased by the Customer at the Fixed Price plus monthly storage fees and stored by Santa Buckley until the remaining volume is delivered to the Customer, b) cashed out to zero balance: Customer pays Santa Buckley the difference between Fixed Price and the liquidation price times the remaining volume, Santa Buckley shall have no obligation to deliver the cashed out volume, or c) terminate the contract: Santa Buckley shall have no obligation to deliver the remaining volume. Santa Buckley reserves the right to allocate the Fixed Price Volume on a pro-rata basis over the term of the contract(s)/agreement(s). Santa Buckley reserves the right to levy delivery surcharges should the delivery locations and or tank sizes vary significantly from those listed in the bid document. Santa Buckley s transportation department must approve the delivery site based on an environmental and safety assessment. Santa Buckley does not provide warranties for fuel stored by the Customer in their fuel storage container or the containers condition (internally or externally), container leakage and soil contamination, miscalculation of fuel ordering, fuel spillage, facility safety and health. Automatic deliveries are provided on a Best Efforts basis. For automatic deliveries, the location(s) requesting automatic deliveries must provide the past twelve months delivery history for each tank identified as automatic delivery. This history must show p. 160

29 date and volume for each delivery. Generator storage Capitol tanks Region are not Council on automatic of fill the Customer shall call in to request fuel deliveries. The Customer shall provide adequate facilities for the unloading and delivery equipment, delivery by Santa Buckley into any equipment or container furnished by the Customer shall constitute a delivery to the Customer. Quantities delivered in bulk shall be determined in accordance with Santa Buckley s established practices at the shipping point. Request for deliveries require that notice is provided by 10:00am the previous business day. Unscheduled, same-day delivery request, the Customer shall pay the emergency delivery fee charged by the carrier in addition to the fuel price. If the Customer requests a fuel sample the following will apply; the sample must be taken off of the delivery truck only and the Customer will pay for the testing fee. Should the test results fail to meet the industry standards for the product sampled then Santa Buckley will pay the testing fee. The Oil Price Information Service (OPIS) publication is Copyrighted material therefore by copyright laws Santa Buckley is not allowed to forward or provide copies of the OPIS. The Customer is here by notified that the prices posted in the OPIS change daily and it is the responsibility of the Customer to verify the OPIS posted price. Santa Buckley provides the Customer with notification of price changes through the invoicing process. Award of this bid to Santa Buckley will constitute the Customers full acceptance of the above terms and conditions and any other language in the bid document(s) or subsequent contract documents notwithstanding. Notice of Award: By signing below, Customer hereby confirms the Notice of Award by Customer in favor of Santa Buckley and acknowledges the acceptance by Customer of the Terms and Conditions set forth herein. Upon signing, kindly return a copy by fax to (203) , Attn: Dean Petow or at petowd@santaenergy.com. Duly Authorized By: Signature Date: Printed Name Title p. 161

30 Santa Buckley Energy Group, Ltd. Capitol Region Council of Item: Cheshire BOE:Cheshire BOE:Cheshire BOE:Cheshire BOE:Cheshire BOE:#2 Heating Oil - 65,000 Gallons 5 Attachments CRCOG Cover Letter and Exceptions Fuel Oil pdf 6 p. 162

31 HEATING AND MOTOR FUELS ~ NATURAL GAS ~ ELECTRICITY ~ Capitol DUAL Region FUEL ~ Council OTHER of ENERGY PRODUCTS AND SERVICES ~ ENERGY CONSULTING Santa Buckley Energy, Inc. P.O. Box 1141 P Bridgeport, CT F Capitol Region Council of Solicitation # Fuel Oil/Diesel Fuel March 2, :00 am Re: Bid Requirements To: Whom it may concern, The weighting used for the NYMEX portion of the Firm Pricing is the weighted average for the term selected. The cost for Performance Bonds is $15.00 per $1,000 of contracted business. If I can be of additional assistance let me know. Sincerely, Dean Petow Manager petowd@santaenergy.com (203) ext (203) fax p. 163

32 Capitol Region Council of HEATING AND MOTOR FUELS ~ NATURAL GAS ~ ELECTRICITY ~ DUAL FUEL ~ OTHER ENERGY PRODUCTS AND SERVICES ~ ENERGY CONSULTING Santa Buckley Energy, Inc. P.O. Box 1141 P Bridgeport, CT F EXCEPTIONS Capitol Region Council of Solicitation # Fuel Oil Diesel Fuel March 2, :00 am Exceptions to Specifications Bid prices do not include taxes for which the Capitol Region Purchasing Council Member(s) (Customer) are responsible for. All applicable taxes are the responsibility of the Customer and added to the invoice. It is the Customer s responsibility to provide valid exemption certificates for tax exemptions requested. Any product type or specification change, tax, duty, or governmental charge now or hereafter imposed on the product, Santa Buckley Energy, Inc. (Santa Buckley), or required to be paid or collected by Santa Buckley, by reason of the manufacturer, transportation, sale, delivery, or use of the product, shall be paid by the Customer, in addition to the price of the product. Payment Terms are Net 30 days from the date of delivery. There is no discount for early payment. Invoices not paid by the Customer within 30 days from the date of delivery will be assessed late payment charges of 1.5% per month. The Customer is responsible for all expenses and collection fees incurred by Santa Buckley to collect any overdue amounts, including attorney s fees. Differential or Variable Price contracts/agreements do not require a volume commitment, Firm or Fixed Price agreements/contracts require both a volume commitment and delivery term (contract term) commitment. It is understood that, due to reasonable usage variances outside of the control of the Customer some incidental fuel may be delivered beyond the current contract term a 15 day grace period is provided, however this should only be minor and incidental in nature. Under no circumstances shall the fuel be purchased with the intent of utilization beyond the contract term. FIXED PRICE AGREEMENT: Fixed Price offers are based on the New York Mercantile Exchange (NYMEX) at the time of the bid opening. Fixed Price Awards must be made Promptly due to market volatility. Fixed Price Bid offers reflect market conditions at the time of the bid opening. The time period between the bid opening and award of the bid may alter the Fixed Price of this contract/agreement. Fixed Price changes if necessary will reflect actual NYMEX changes from time of bid receipt until bid award. Once awarded and accepted by Santa Buckley the fixed price will remain firm for the contract/agreement term. Estimated gallons are considered the contracted gallons unless the customer specifies a different volume. Upon notification and acceptance, Santa Buckley will secure the contracted gallons. Upon delivery of the contracted gallons within the contract terms Santa Buckley will have fully satisfied its Fixed Price fuel supply obligations to the Customer. All delivered gallons in excess of the contracted gallons will be billed at a differential price over the local harbor posting or at a negotiated fixed price based on market conditions for the remainder of the contract period. If at the end of the Fixed Price contract term the Customer has not received the contracted gallons Santa Buckley reserves the right, at its sole discretion to one of the following: a) contract term extension: remaining volume purchased by the Customer at the Fixed Price plus monthly storage fees and stored by Santa Buckley until the remaining volume is delivered to the Customer, b) cashed out to zero balance: Customer pays Santa Buckley the difference between Fixed Price and the liquidation price times the remaining volume, Santa Buckley shall have no obligation to deliver the cashed out volume, or c) terminate the contract: Santa Buckley shall have no obligation to deliver the remaining volume. Santa Buckley reserves the right to allocate the Fixed Price Volume on a pro-rata basis over the term of the contract(s)/agreement(s). Santa Buckley reserves the right to levy delivery surcharges should the delivery locations and or tank sizes vary significantly from those listed in the bid document. Santa Buckley s transportation department must approve the delivery site based on an environmental and safety assessment. Santa Buckley does not provide warranties for fuel stored by the Customer in their fuel storage container or the containers condition (internally or externally), container leakage and soil contamination, miscalculation of fuel ordering, fuel spillage, facility safety and health. Automatic deliveries are provided on a Best Efforts basis. For automatic deliveries, the location(s) requesting automatic deliveries must provide the past twelve months delivery history for each tank identified as automatic delivery. This history must show p. 164

33 date and volume for each delivery. Generator storage Capitol tanks Region are not Council on automatic of fill the Customer shall call in to request fuel deliveries. The Customer shall provide adequate facilities for the unloading and delivery equipment, delivery by Santa Buckley into any equipment or container furnished by the Customer shall constitute a delivery to the Customer. Quantities delivered in bulk shall be determined in accordance with Santa Buckley s established practices at the shipping point. Request for deliveries require that notice is provided by 10:00am the previous business day. Unscheduled, same-day delivery request, the Customer shall pay the emergency delivery fee charged by the carrier in addition to the fuel price. If the Customer requests a fuel sample the following will apply; the sample must be taken off of the delivery truck only and the Customer will pay for the testing fee. Should the test results fail to meet the industry standards for the product sampled then Santa Buckley will pay the testing fee. The Oil Price Information Service (OPIS) publication is Copyrighted material therefore by copyright laws Santa Buckley is not allowed to forward or provide copies of the OPIS. The Customer is here by notified that the prices posted in the OPIS change daily and it is the responsibility of the Customer to verify the OPIS posted price. Santa Buckley provides the Customer with notification of price changes through the invoicing process. Award of this bid to Santa Buckley will constitute the Customers full acceptance of the above terms and conditions and any other language in the bid document(s) or subsequent contract documents notwithstanding. Notice of Award: By signing below, Customer hereby confirms the Notice of Award by Customer in favor of Santa Buckley and acknowledges the acceptance by Customer of the Terms and Conditions set forth herein. Upon signing, kindly return a copy by fax to (203) , Attn: Dean Petow or at petowd@santaenergy.com. Duly Authorized By: Signature Date: Printed Name Title p. 165