Holt Texas LTD - 597-19November 6, 2019
Sent Via Email: gregory.jones@holtcat.com
Greg Jones
Holt Texas, Ltd
5665 Southeast Loop 410
San Antonio, TX 78222
Welcome to BuyBoard!
Re: Notice of The Local Government Purchasing Cooperative Award
Proposal Name and Number: Construction, Road and Bridge, Ditching, Trenching, and other Equipment, Proposal No.
597-19
Congratulations, The Local Government Purchasing Cooperative (Cooperative) has awarded your company a BuyBoard®
contract based on the above-referenced Proposal. The contract is effective 12/1/2019 through 11/30/2020, with two
possible one-year renewals. The contract documents are those identified in Section 3 of the General Terms and Conditions
of the specifications.
To view the items your company has been awarded, please review the proposal tabulation No. 597-19 on the following
web-site: www.buyboard.com/vendor. Only items marked as awarded to your company can be sold through the BuyBoard
contract. In addition, on this website you will find the membership list which will provide you with the names of all entities
with membership in our purchasing cooperative.
Enclosed with this letter you will find the following documents:
1. Vendor Quick Reference Guide 2. BuyBoard License and Identity Standards
You are advised that receipt of a purchase order directly from a Cooperative member is not within the
guidelines of the Cooperative. Accepting purchase orders directly from Cooperative members may result in a violation
of the State of Texas competitive bid statute and termination of this Cooperative BuyBoard contract. Therefore, all
purchase orders must be processed through the BuyBoard in order to comply. Please forward by email to
info@buyboard.com any order received directly from a Cooperative member. If you inadvertently process a purchase
order sent directly to you by a Cooperative member, please email the order info@buyboard.com and note it as RECORD
ONLY to prevent duplication.
As an awarded vendor a BuyBoard user id and password will be sent via e-mail 2 to 3 business days prior to
the start of your contract.
On behalf of the Texas Association of School Boards, we appreciate your interest in the Cooperative and we are looking
forward to your participation in the program. If you have any questions, please contact Cooperative Procurement Staff
at 800-695-2919.
Sincerely,
Arturo Salinas
Department Director, Cooperative Procurement
v.6.5
5665 Southeast Loop 410
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case by case review
**see attached Holt Territory Map and Holt Cat county to store map for servicing locations and
authorized counties.
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We will only service designated Holt CAT Texas counties as
noted on page 19.
0 - 20%0 - 20%
Proposed discount varies by product
City of Waco Landfill David Rydl 254-299-2620 drydl@wacotx.gov varies 2 + units
Nueces County Elsa Saenz 361-888-0426 elsa.saenz@co.nueces.tx.us varies 2 + units
Bell County Bryan Neaves 254-933-5275 bryan.neaves@co.bell.tx.us varies 2+ units
Nueces Cty Drainage District Amanda Rodriguez 361-387-4015 amanda.ncdds@hotmail.com
varies 2+ units
City of Lewisville Ronnie Treadway 972-219-3446 rtreadway@cityoflewisville.com varies 2+ units
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Holt CAT LTD. will notify all sales representatives of the BuyBoard contract and instruct them on
system usage. The company will also advertise the process in brochures, on the company website,
and at trade shows throughout the territory.
All Holt CAT sales reps are trained on governmental and cooperative purchasing. In addition
we have three dedicated Governmental account sales reps servicing only governmental
customers at the Federal, State, County, and Municipality levels.
EXECUTIVE SUMMARY HOLT TEXAS, LTD. DBA HOLT® CAT HOLT TEXAS, LTD. DBA HOLT CRANE & EQUIPMENT
HOLT TEXAS, LTD. DBA HOLT AGRIBUSINESS HOLT TEXAS, LTD. DBA HOLT TRUCK CENTER HOLT TEXAS, LTD. DBA HOLT POWER SYSTEMS
HOLT TEXAS, LTD. DBA HOLT RENTAL SERVICES HOLT TEXAS, LTD. DBA HC USED PARTS HOLT TEXAS, LTD. DBA HOLT MINING SOLUTIONS
HOLT TEXAS, LTD. DBA SITECH-TEJAS TEXAS FIRST RENTALS LLC COMPANY BACKGROUND Holt Texas, LTD. (“HOLT”) is the largest Caterpillar® dealer in North America and a leader in sales, preventative maintenance and service of Caterpillar heavy equipment, industrial, marine and truck engines and
generators. HOLT also offers a wide range of additional services, including machine rebuilds, radiator repair, hydraulic repair, tooling and capabilities, welding/machining and custom fabrication. HOLT provides services to the
agriculture, farm and ranch, construction, land management and real estate industries and currently has approximately 2,456 employees. Texas First Rentals LLC currently has approximately 205 employees. Mission:
• We are a successful company that provides superior products and services that satisfy customer needs.
• We will maintain a high level of ethics, teamwork, and professionalism, while demonstrating a caring attitude toward employees and customers.
The Holt family business tradition goes back to the mid-1880’s with the invention of the Link Belt Combined Harvester and later some of the earliest steam traction engines by Benjamin Holt. On November 24, 1904 the first
successful track-type tractor, the “Caterpillar,” crawled across a California wheat field. In 1908 Holt powered the Caterpillar with a gasoline engine and moved the tractor manufacturing operations to Peoria, Illinois, where Caterpillar Inc. is still headquartered.
In the mid-1920’s, William K. “Bill” Holt, one of Benjamin Holt’s sons, established the first Caterpillar dealership in Mexico, initiating what would be a long-standing business relationship between the Holt Companies and
Mexico which continues successfully today. In 1952 the Caterpillar Tractor Co. was formed, consolidating Holt Manufacturing Company and Best Tractor
Company. In 1933, Bill Holt was authorized to operate the dealership for the 60 southern counties of Texas. In the 1940’s Bill Holt encouraged the development of the root plow, root rakes and other brush management implements. Today the Holt land-clearing equipment is sold all over the world.
In 1961, B.D. Holt, one of Bill Holt’s nephews, purchased Bill Holt’s assets in the 20 southern counties of the William K. Holt territory and established B. D. Holt Company as a Caterpillar dealer in Corpus Christi, Texas. In 1963, Holt Atherton, another of Bill Holt’s nephews, purchased the northern 40 counties of the William K.
Holt territory and established Holt Machinery Co. with its headquarters in San Antonio. In 1972 he built a new branch store to serve the Austin, Texas market and opened a branch store in Laredo, Texas in 1978.
In 1973, Peter M. Holt, B.D. Holt’s son, joined BD HOLT CO and later became Chief Executive Officer of the Holt Companies. In 1985 he was appointed the Caterpillar Dealer for the western half of Ohio.
In 1987, BD HOLT CO acquired controlling interest in Holt Machinery Company and merged the two territories of the original William K. Holt Machinery Co. to form Holt Company of Texas.
On April 1, 2002, Peter M. Holt, Chief Executive Officer of Holt Company of Texas, announced the purchase of certain assets of Dallas-based Darr Equipment Co., making the new company, HOLT TEXAS, LTD. dba HOLT CAT, one of the largest Caterpillar dealers in the world, serving 118 Texas counties. With this acquisition, HOLT doubled in size, with sales and/or equipment rental locations in Bridgeport, Corpus Christi, Dallas, Irving, Edinburg, Ft. Worth, Grand Prairie, Laredo, Lewisville, Longview, Sonora, Sulphur Springs, Texarkana, Tyler, Victoria, Waco and Weslaco, Texas.
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In 1988, Peter M. Holt introduced the successful Values-Based Leadership process at HOLT. This process defines success in terms of managing by a set of ethical values with employees being the initial focus and has been shown to have a long-term, positive effect on organization results. It is derived from the belief that a whole community – employees, customers, shareholders and other stakeholders – will benefit in a very real way from
association with a company committed to managing by such a values process. In July 2008, Holt Texas, LTD. dba HOLT Crane & Equipment became a dealer for the full line of Link-Belt
Cranes for over 140 counties in Texas as well as southern New Mexico. In May 2010, Holt Texas, LTD. dba SITECH-Tejas, a Texas limited partnership, began selling, renting and
servicing GPS and machine control products in 118 Texas counties in North, Central and South Texas. In March 2010, Holt Texas, LTD. dba HOLT Agribusiness, a Texas limited partnership, expanded its
agricultural division for the professional farmer, governmental and recreational farm use. Product lines carried include Challenger, Lexion, RoGator, TerraGator, GVM, Schulte Industries, Alamo Industrial, Wil-Rich, Wishek and Trimble Ag. In March 2015, Texas First Rentals LLC, a wholly owned subsidiary of Holt Texas, LTD., was established as
a rental company for construction and agricultural equipment. Texas First Rentals LLC currently has sixteen (16) locations in Texas with an additional ten (10) locations scheduled to open in the next two (2) years. Product lines carried include Allman, APT, Arrow, Brady, Broderson, CAT, Dayton, ECO, Ford,, Genie, Grainger, HELI, HILTI,
Husqvarna, Hyster, INDECO, JET, JLGT, Kelly, Koshin, Kubota, Laymor, Ledwell, Miller, MI-T-M, Mosebach, MultiQuip, NPK, Polaris, Precise, Rockland, Shark, Sotcher, Star Star Industries, STIHL, Sullair, Vail, Vermeer, Versa, Wacker-Neuson, Worksmart, Wylie,
In September 2017, Peter J. Holt and Corinna Holt Richter assumed new roles in the company as the business transitioned to the fifth generation of the Holt family. Peter J. Holt was named Chief Executive Officer and
General Manager and Corinna Richter Holt was named Chief Administrative Officer and President. As of January 2018, there are twenty-eight (28) Holt locations in its 118 county Cat territory.
Values:
• Ethical – “By doing the right thing”
• Success – “By consistently achieving targeted goals”
• Excellence – “By continually getting better”
• Commitment – “By being here to stay”
• Dynamic – “By pursuing strategic opportunities” HOLT’s values based operating philosophy is governed by the company’s Mission, Vision and Core
Business Values. These three elements provide each of its associates – from top managers to the newest employee – with guidelines for making daily decisions on their job. The Mission captures “what” we do as a company. The Vision provides an ongoing purpose for completing the mission and the Core Values describes “how” to treat one
another and customers, as we do business. Vision:
• We manage by our business values to provide a productive, fulfilling work environment for employees, legendary service for customers, enhanced value for shareholders and mutually beneficial outcomes for all stakeholders.
• We are committed to stability and effective strategic growth.
• We are recognized for leadership in our industries and by those we serve.
The teaching, use and positive reinforcement of values based decision-making and behaviors is what truly
differentiates HOLT. HOLT has learned that the best way to ensure consistency, commitment and ongoing alignment with our Mission, Vision and Values, is to make sure that we continually teach, talk about and reward values based behavior within the organization.
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MANAGEMENT BACKGROUNDS Peter J. Holt Executive Vice President and General Manager
In September 2017, Peter was promoted to Chief Executive Officer and General Manager where he is
responsible for all enterprise operations of HOLT CAT and Texas First Rentals LLC. In his new role, he continues to lead Diversified Businesses and adds the Machine and Power Systems Divisions to his leadership responsibilities.
Peter is the great-great grandson of Benjamin Holt, who introduced the first practical track type tractor in 1904, which he name the Caterpillar. Peter represents the fifth generation of the Holt family business and is proud to carry the distinguished Holt legacy of service and innovation into the 21st century.
Peter joined HOLT in September of 2011 as a Trainee in Holt’s Leadership Training Program and subsequently completed a similar program for Caterpillar, Inc. in Peoria, Illinois. In 2012, after completing a comprehensive rotation through every department in the company, he was promoted to General Service Manager for Holt’s Machine Division, the largest division of HOLT . He led all service operations for heavy equipment, including
technical services, lube service and CAT support. In March 2014, as Vice President for Commercial Engine Sales, he was responsible for diesel and natural
gas engines sales to the electrical power generation, petroleum, industrial and other commercial markets. In January 2015, he took on the role of Senior Vice President of Diversified Businesses where he was responsible for leading HOLT’s new rental services company, Texas First Rentals; HOLT Agribusiness; and HOLT Crane and Equipment.
Peter graduated from the University of the Incarnate Word in San Antonio with a Bachelor’s Degree in Business Administration. Peter currently serves as Chairman on the SA Works Boards. He also serves on the Board
of Directors for the San Antonio Chamber of Commerce, the Board of the Alamo Academies of the Alamo Community College District and Workforce Solutions Alamo. He serves on the Advisory Board for the University of the Incarnate Word. He is on the Executive Committee of the United Way of San Antonio and Bexar County and is actively
involved in United Way fundraising activities. Peter is committed to wildlife conservation efforts through his role on the Executive Committee of the Texas Wildlife Association.
Peter resides in San Antonio with his wife, Lauren Kate and their daughters, Hazel and Penny. Peter, with his family, enjoys outdoor activities, traveling, hunting and anything related to the game of basketball. Corinna Holt Richter Chief Administrative Officer and President
In September 2017, Corinna was promoted to Chief Administrative Officer and President. Corinna leads the
administrative and support divisions at HOLT, including Human Resources, Safety and Environmental, Information Technology, Organizational Development, Facilities Management, Continuous Improvement, Legal, Marketing and Strategy.
Corinna is the great-great granddaughter of Benjamin Holt, who introduced the first practical track type tractor in 1904, which he named the Caterpillar. She represents the fifth generation of the Holt family business and is
proud the carry the distinguished Holt legacy of service and innovation into the 21st century. Corinna joined HOLT in 2011 as a trainee in HOLT’s Leadership Training Program. In 2012, after
completing a comprehensive rotation through every department in the company, she was promoted to the role of General Parts Manager for the Machine Division. From there, she assumed the role of Vice President of Product Support Sales. In 2016 she was named Executive Vice President and Chief Administrative Officer before taking on
her current role. Corinna earned a Bachelor of Arts degree in Art History from Vanderbilt University in Nashville, Tennessee. She is an active leader in the San Antonio community, serving on the San Antonio Art Museum Board of Directors and the Christus Santa Rosa Children’s Hospital Foundation Board, along with the Boards for Girls, Inc. and the Brackenridge Park Conservancy. Corinna is also involved in United of San Antonio and Bexar County.
Corinna and her husband, J.B., have two young children and live in San Antonio.
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Michael Puryear General Counsel, Corporate Secretary
A native Texan, Michael Puryear is a magna cum laude graduate of the Douglas MacArthur Academy of Freedom at Howard Payne University in Brownwood, Texas. Michael received his Doctor of Jurisprudence degree from Texas Tech University School of Law. He was licensed to practice law in 1984. Michael has previously served as General Counsel to McLane Company, Inc., one of the nation’s largest wholesale food distributors. Michael came to HOLT in 2006 from Houston where he was President of Astrodome USA. He has experience in contract, claims,
acquisitions, real estate and general business matters. In 2013 Michael was named as one of the outstanding lawyers in San Antonio by the San Antonio Business
Journal. He serves on the Executive Committee of the Columbus Insurance Captive where he is the Chairman of the Risk Control Committee.
Paul C. Hensley Senior Vice President-Finance and Chief Financial Officer
Paul C. Hensley is a graduate of Trinity University in San Antonio, Texas earning a Bachelor of Science in Business Administration with concentrations in Accounting and Finance. He is licensed as a Certified Public
Accountant in the State of Texas. He has over thirty (30) years of accounting and financial operations experience in a variety of businesses, including office furniture manufacturing and distribution, food manufacturing and distribution, business forms manufacturing, contract pharmaceutical manufacturing, and the waste services industry. Paul served
as Controller for the HOLT organization from being hired in November 2000 until his appointment to Vice President Finance/CFO in June 2010. In April, 2012 Paul was appointed to his current position as Senior Vice President Finance/CFO. Hensley serves on a variety of charitable boards including Junior Achievement of South Texas, Boys and
Girls Clubs of San Antonio, the Advisory Council of Executives for the Bill Greehey School of Business at St. Mary’s University, and the St. Mary’s Entrepreneur Breakfast Series. Additionally, he served as Corporate Walk Chairman for the San Antonio Chapter of the Leukemia and Lymphoma Society’s Light the Night Walk. Professionally, he gives
back by serving on the Board of the San Antonio Chapter of Financial Executives International (FEI) and is the Chair of the Financial Executives Research Foundation (FERF) at the national level.
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0HOLT CAT10Holt CAT 9Holt CATN/A7N/AHolt CAT
8Holt CAT16Holt CATN/A9Holt CATN/AN/AN/A5Holt CAT5Holt CAT
N/AN/AN/AN/AN/A10Holt CAT20Holt CAT11Holt CAT
N/AN/A10N/AN/A101211Holt CATHolt CAT Holt CATHolt CAT
10Holt CAT N/A12N/A12Holt CAT8Holt CATN/AN/AHolt CAT
N/AN/A1113N/A1616Holt CAT Holt CATHolt CATHolt CAT
N/A5Holt CAT0Holt CAT5Holt CAT
0N/AN/AHolt CAT
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N/A176Rate does not include travel time and mileageN/A
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