REQUEST FOR PROPOSAL (RFP) PROPOSAL TITLE: Apparel, Uniforms and Accessories (Supplemental II), RFP #

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2 BELTON INDEPENDENT SCHOOL DISTRICT Purchasing Department, 400 N. Wall, Belton, Texas Phone (254) or Fax (254) REQUEST FOR PROPOSAL (RFP) PROPOSAL TITLE: Apparel, Uniforms and Accessories (Supplemental II), PROPOSAL DEADLINE TIME/DATE: Friday, June 3, 2016 at 10:00 A.M. This Solicitation includes the following sections: SECTION I: Scope of Services Contact: Tammy Shannon SECTION II General Instructions Phone: (254) SECTION III: Special Instructions SECTION IV: Certifications/Representations SECTION V: Proposal Response Form The Board of Trustees of Belton ISD or its designee reserve the right to reject any and/or all proposals, to make awards as they may be of the best value or advantageous to the District, and to waive all formalities and irregularities. Please plainly write and Apparel, Uniforms and Accessories (Supplemental II) on the outside of the mailing envelope. Date Bid Completed: Please Print Name of Company/Vendor: Vendor s Acceptance Form Prepared By: Title: Signature: Telephone Number: Fax Number: Web Site: Address: Address for orders if different from above: 1

3 SECTION I- SCOPE OF SERVICES BELTON INDEPENDENT SCHOOL DISTRICT 1. SCOPE The Belton Independent School District ( BISD or the District ) is seeking to establish an agreement with multiple Businesses, Public or Private Organizations, or other entities that wish to provide Apparel, Uniform and Accessories to the District. The estimated value of supplies purchased annually is between $75,000 and $150, DISTRICT OVERVIEW 2.1 Belton ISD is located 60 miles north of Austin and 40 miles south of Waco on IH-35. BISD covers an area of approximately 200 square miles in Bell County. 2.2 BISD currently has one (1) traditional high school, one (1) new tech high school, one (1) ninth grade center, three (3) middle schools, nine (9) elementary schools and one (1) early childhood school. 3. CATEGORIES Please check the categories that you represent in your catalog: o o o o Apparel Uniforms and Accessories Screen Printing Embroidery o Other: 2

4 SECTION II- GENERAL INSTRUCTIONS BELTON INDEPENDENT SCHOOL DISTRICT 1. DESCRIPTION BISD is accepting Proposal Responses for a multiple award contract for Apparel, Uniforms and Accessories in accordance with the instructions, terms, conditions, and requirements/specifications contained in this Solicitation. 2. SUBMISSION OF PROPOSALS 2.1 Proposals are to be sealed and returned in an envelope marked on the outside with the vendor s name and proposal number. 2.2 Proposals must be returned to the following address in sufficient time so as to be received and time stamped on or before the time and date shown on this Solicitation and can be either hand delivered, mailed or ed. Belton Independent School District Purchasing Department 400 N. Wall Belton, TX Proposals shall represent a true and correct statement and shall contain no cause for claim of omission or error. 2.4 Before submitting a proposal, all proposers shall examine the complete contract documents, including Scope of Services, General Instructions, Special Instructions and the Proposal Response Form, all of which are part of the proposal documents. 2.5 Proposal will not be considered received unless the proposal is physically received in the Purchasing Office at the address listed above, prior to the proposal opening. 2.6 Any interpretations, corrections or changes to this proposal will be made in the form of an addendum. The Director of Purchasing will issue any addenda to all who are known to have received a copy of the proposal. Proposer shall acknowledge receipt of all addenda on the sealed envelope containing the proposal. IN ORDER TO RECEIVE ADDENDA, ALL INTERESTED VENDOR S ARE REQUIRED TO SUBMIT CONTACT INFORMATION INCLUDING ADDRESS AND PHONE NUMBER TO THE PURCHASING DEPARTMENT AT (254) OR tammy.shannon@bisd.net. 2.7 Any questions concerning this proposal should be submitted via to the Director of Purchasing at tammy.shannon@bisd.net no later than 5 days prior to the bid opening. This is to allow BISD sufficient time to respond to inquiries and provide information to all interested vendors by addenda. 3. PROPOSAL RESPONSE 3.1 The District will be accepting proposals until Friday, June 3, 2016 at 10:00 AM CST. 3.2 Submitted proposals must contain; The Proposal Response Form in its entirety; Certifications/Representations Documents; Any additional documents required by this Solicitation; 3.3 The District reserves the right to reject any proposal that the District considers inappropriate. The District shall be the sole judge of acceptable responses. 3.4 Withdrawal of Proposal. Any Vendor(s) who is extended the privilege of withdrawing a Proposal because of having proven mechanical error in his or her Proposal may not be allowed to submit a Proposal on similar items for a period of one year unless the prohibition is waived by the Superintendent. 3.5 Proposals submitted are encouraged to be in type-written or in print format. Due to high volume of responses, any illegible proposals may be rejected. 4. GENERAL TERMS, CONDITIONS AND REQUIREMENTS FOR SOLICITATIONS This solicitation shall be governed by the following documents; unless an exception is otherwise taken within this Solicitation. Documents are incorporated by reference only, and are not attached as part of this Solicitation. 4.1 Texas Education Code Purchasing and Acquisition, BISD Policy CH (Legal.) 4.3 Purchasing and Acquisition, BISD Policy CH (Local.) 5. TERM OF CONTRACT 5.1 Contracts created by this Solicitation shall be in effect from the date of award or July 1, 2016, whichever is later, through June 30,

5 BELTON INDEPENDENT SCHOOL DISTRICT SECTION II- GENERAL INSTRUCTIONS - CONTINUED 5.2 The District reserves the right to re-evaluate the contract during the contract period and cancel the contract with a thirty (30) day written notice. 5.3 BISD, may at its sole option, extend this bid for an additional sixty (60) days from the date of expiration, under the same pricing and terms and conditions if it is determined by the District that additional time is required to avoid a contract lapse. 6. EVALUATION, NEGOTIATIONS, AND AWARD 6.1 Each Proposal response will be evaluated based on the requirements set forth in Section III, Special Instructions. 6.2 Vendors are encouraged to submit proposals as soon as possible. 6.3 THIS IS A NEGOTIATED PROCUREMENT, and as such, the District reserves the right to negotiate any terms, conditions, or pricing with a Vendor prior to an award. 6.4 Awards will be made to Vendor(s) that have received an acceptable evaluation rating on all criteria. 6.5 All deviations from the specifications must be noted in writing by the Proposer at the time the proposal is submitted. The absence of a written list of specification deviations will hold the Proposer strictly accountable to the District s specifications as written. 7. TYPE OF CONTRACT Firm-Fixed Discount. Discounts shall remain firm for the life of the contract. 8. FELONY CONVICTION CERTIFICATION AND NON-COLLUSION STATEMENT Vendor is required to submit a completed copy of the Felony Conviction Certification and Non-Collusion Statement. Copies of the forms are included with these specifications and must be completed and returned with the proposal. 9. REFERENCES Three (3) references must be submitted with this proposal. 10. CERTIFICATE OF RESIDENCY Texas Government Code under Chapter 2252, makes it necessary for BISD to determine residency of Vendor(s). Proposers must complete the Certificate of Residency Information. 11. INTERLOCAL AGREEMENTS WITH OTHER SCHOOL DISTRICTS THROUGH THE CENTRAL TEXAS PURCHASING ALLIANCE A. Membership. Belton Independent School District is a member in good standing of the Central Texas Purchasing Alliance (CTPA / txctpa.org), an alliance of over 40 school districts in Texas representing over a million students, sharing information, services and contractual opportunities. CTPA is an alliance created in accordance with Section of the Texas Government Code through interlocal agreements. B. Adoption of Awarded Contracts. In support of this collaborative effort, all awards made by Belton Independent School District may be adopted by other active CTPA member districts. By adopting a contract from another CTPA member district, the adopting district has met the competitive bidding requirements established by the Texas Education Code, Section (a)(4) and as required by the adopting district s policies. There is no obligation on either party to participate unless both parties agree. The goods and services provided under the contract will be at the same or better contract pricing and purchasing terms established by the originating district. C. Adopted Contract Management. The adopting district shall be responsible for the management of the new contract and all payments to the contracted vendor. The originating district shall have no responsibilities under the new contract agreement. Belton Independent School District is a participating member of the Central Texas Purchasing Alliance. The successful vendor is to state their willingness to provide products and/or services, based upon proposal price, to any participate in the Alliance. Belton Independent School District shall not be held responsible for any orders placed, deliveries made, or payment for products and/or services by these other entities 4

6 BELTON INDEPENDENT SCHOOL DISTRICT SECTION II- GENERAL INSTRUCTIONS CONTINUED 12. CONFLICT OF INTEREST 12.1 Disclosure of Certain Relationships with Local Government Officials. (This form must be submitted with this bid even if not applicable.) Any individual or business entity that contracts or seeks to contract for the sale or purchase of property, goods, or services with Belton ISD must file a Conflict of Interest Questionnaire with the BISD Purchasing Office in accordance with Texas Local Government Code Chapter 176, no later than the 7 th business day after the recipient becomes aware of a fact that requires filing. (Field 1 on form should be business name submitting proposal.) 12.2 This requirement applies to a person who is an agent of a vendor in the vendor s business with the District All vendors must disclose the name of any Belton ISD employee who owns, directly or indirectly, an interest in the Proposers firm or any of its branches. (Field 3 on form will be the employees name. If not applicable, state N/A in blank. If applicable, boxes A, B, C & D must be completed along with a signature in Field 4. ) 13. HB 1295 For contracts entered into on or after January 1, 2016, Texas Government Code Chapter (H.B. 1295) provides that a Texas governmental entity or state agency may not enter into a contract that either (1) requires an action or vote by the governing body of the entity or agency or (2) has a value of at least $1 million, unless the business entity submits a disclosure of interested parties to the governmental entity or state agency. The Texas Ethics Commission (Commission) has adopted a certificate of interested parties form (Form 1295) and adopted rules requiring the business entity to file Form 1295 electronically with the Commission. Information from the Commission regarding the requirements, including rules and filing information, are available on the Commission s website at the following links: The proposer will have 30 days from the date of the award to complete the required information in accordance to the Texas Ethics Commission. All contracts with the District will be pending upon receiving the above paperwork. 14. W-9 IDENTIFICATION NUMBER CERTIFICATE Proposer shall submit with their Proposal Response a copy of their W-9 Identification Number Certificate to expedite the payment process if awarded a contract. 15. TAXATION BISD is exempt under the Sales Tax and Use Tax Laws, and the Vendor(s) shall not include taxes. 16. PURCHASE ORDERS Purchase Orders are signed by the Director of Purchasing and will be issued prior to all purchases. The District will not be responsible for any purchases made prior to the issuance of a purchase order. 17. INVOICING AND PAYMENT 17.1 Invoices should be submitted showing the list price of each individual item with the discount being applied against the total of the order Invoices (IN TRIPLICATE) shall be sent to: Belton Independent School District Attn: Accounts Payable PO Box 269 Belton, TX (254) Payment terms will be Net 30 days unless otherwise authorized by the District Payment period does not commence until receipt and approval of the entire order by the ordering department/campus. 18. PROTEST PROCEDURES Any actual or prospective proposer who is aggrieved in connection with this RFP, evaluation, or award of any contract resulting from this RFP must file a grievance within 10 days of the date of the award. 5

7 SECTION III- SPECIAL INSTRUCTIONS BELTON INDEPENDENT SCHOOL DISTRICT The following information is to provide the Proposer with the needed information on how to complete and submit their Proposal response. 1. RULES OF PREPARATION 1.1 Discounts proposed in the Proposal shall remain fixed and binding on the Proposer for the life of the contract. 1.2 BISD expects Proposers will comply with the stated requirements of the proposal in developing their response. 1.3 Any exception to the terms and conditions of this proposal must be included in writing in the Proposers Response. 2. PRICING 2.1 It is the intent of this solicitation to establish a discount from catalog or published price list. 2.2 Proposer must indicate a primary discount (even if the discount is 0% or list price), but may offer multiple discounts by category. 2.3 The percentage discount offered will be based on the current published catalog and pricing will remain firm until a new catalog is published and delivered. 2.4 Only catalogs widely distributed and not specific to the District shall be used. 2.5 Prices for this proposal cannot be increased for 30 days after the contract begins. In order to change a price list or catalog, a new or amended price list or catalog must be submitted to the Purchasing Department by the Proposer and approval granted from the Purchasing Department. Otherwise, the last BISD approved price list or catalog remains in effect until such time that BISD approves the price change. 2.6 Price reductions shall be offered immediately upon becoming available to a vendor after award. 3. SIGNATURES ON PROPOSALS Proposals, to be valid, must be signed by authorized person in the space provided. By such signature, Proposer agrees to strictly abide by the terms, conditions, and specifications embodied in this proposal. 4. EVALUATION PROCESS 4.1 Upon receipt of proposals, the District s Evaluation Team will review the proposals and may request additional information, as deemed appropriate. 4.2 Award will be made to Proposers based on the following requirements Proposer has submitted the Category Selection section of the Proposal Response Form, indicating at least one proposed Category (a minimum of one category selection is required) Proposer has submitted a current printed catalog normally published and distributed to commercial customers Catalog clearly describes items offered and ordering information Catalog clearly identifies pricing The catalog is labeled with the BISD proposal number and the vendors discount information Proposer has submitted Vendor References and all forms in Section IV & V. 4.3 The District reserves the right to accept or reject any or all proposals as may be deemed in the best interest of the District. 5. AWARD 5.1 This proposal will be awarded on the basis of best value. Section (b) of the Texas Education Code requires school districts to consider the following criteria when awarding a proposal: the purchase price; the reputation of the vendor and of the vendor s goods and services; the quality of the vendor s goods and services; the extent to which the goods or services meet the districts needs; the vendor s past relationship with the district; the impact on the ability of the district to comply with laws and rules relating to historically underutilized businesses; the total long-term cost to the district to acquire the vendor s goods or services; and has its principal place of business in this state or employs at least 500 persons in this sate any other relevant factor specifically listed in this solicitation. 5.2 Multiple Vendors will be awarded upon Board of Trustees approval and each Proposer will receive a copy of the award. 5.3 Each applicant will be contacted in writing of their approval. No contact with departments shall take place until receipt of approval. 6. NO GUARANTEE OF ORDERS 6.1 All expenditures are estimates only based on previous purchases and future expectations. BISD is not required to purchase any minimum or maximum items. 6.2 Should the District not have sufficient funds appropriated for the purchase of the items mentioned in this proposal, after timely notification to the supplier, the District is fully and expressly released from all obligations under this agreement and any incidental agreements hereto. 6

8 BELTON INDEPENDENT SCHOOL DISTRICT SECTION III- SPECIAL INSTRUCTIONS - CONTINUED 7. ORDER AND DELIVERY 7.1 Schools and Departments will be issuing individual purchase orders for items purchased. 7.2 BISD will not be responsible for any goods delivered or services performed without a properly executed purchase order. 7.3 All orders shall be packaged and delivered to the address indicated on the purchase order during normal school hours and shall be plainly marked with the proper BISD purchase order number. 7.4 All exchanges and returns will be handled by the ordering campus/department. 7.5 The District expressly reserves all rights under law, including but not limited to the Uniform Commercial Code, to inspect the deliverables at delivery before them, and to reject defective or non-conforming deliverables. 8. CATALOGS 8.1 Proposer shall submit with proposal a copy of each catalog to be used. 8.2 Awarded vendors shall mail catalogs directly to each campus. The catalog shall be labeled with the Belton ISD proposal number, the length of the agreement, discounts, shipping terms and any exclusions. Campus addresses can be found on our website at Vendors are not allowed on campuses without the written consent of the Director of Purchasing 9. NO CONTACT POLICY BISD has a no contact policy during the RFP process. All contact regarding this solicitation must go through the Purchasing Department from the date the RFP is issued until the date the RFP is awarded. Failure to comply with this requirement may be grounds for rejection of this proposal. 7

9 BELTON INDEPENDENT SCHOOL DISTRICT SECTION IV- CERTIFICATION/REPRESENTATIONS CERTIFICATION OF FELONY CONVICTION NOTIFICATION Section Subsection (a) of the Texas Education Code requires a person or business entity that enters into a contract with a school district must give advance notice to the district if the person and/or an owner or operator of the business entity has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony. Subsection (b) states "a school district may terminate a contract with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a) or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract." Subsection (c) this notice is not required of a publicly held corporation. I, the undersigned agent for the firm named below, certify that the information concerning notification of felony convictions has been reviewed by me and the following information furnished is true to the best of my knowledge (check only one item). 1. My firm is a publicly held corporation; therefore, this reporting requirement is not applicable. 2. My firm is not owned nor operated by anyone who has been convicted of a felony. 3. My firm is owned or operated by the following individual(s) who has/have been convicted of a felony. Name of Felon(s): Details of Conviction(s): Submitter's Signature Date: STATEMENT OF NON-COLLUSION AND NON DISCRIMINATION "Non-Collusion Statement": "The undersigned affirms that they are duly authorized to execute this contract, that this company, corporation, firm, partnership, etc., or individual has not prepared this bid in collusion (An agreement between two or more persons to deceive the school district or defraud the school district of its rights) with any other bidder, school board member, or school district employee, and that the contents of this bid as to prices, quality of product, terms and/or conditions, etc., have not been communicated by the undersigned nor by any other employee, agent and/or representative of the company, corporation, firm, partnership, etc., or individual to any other person engaged in this type of business prior to the official opening of this bid for the intent or purpose of collusion." Company Name: Submitter s Name: Submitter s Title: Submitter s Signature: 8

10 BELTON INDEPENDENT SCHOOL DISTRICT SECTION IV- CERTIFICATION/REPRESENTATIONS - CONTINUED REFERENCES Please print or type three major account references and provide contact names and phone number: Company: Contact: Phone: Company: Contact: Phone: Company: Contact: Phone: RESIDENT CERTIFICATION In accordance with Article 601g. as adopted by the 1985 Texas Legislature the following will apply. The pertinent portion of the Act has been extracted and is as follows: Article 601g. State of Political Subdivision Contracts for Construction, Supplies, Services, Bids by Non resident Section 1(a) in the Act: (1) Governmental agency of the state means: (A) an incorporated city or town, a county, a public school district, a special purpose district or authority, or a district, county, or justice of the peace court; (2) Nonresident bidder means a vendor whose principal place of business is not in this state, but excludes a contractor whose ultimate parent company or majority owner has its principal place of business in this state. (3) Texas residential bidder means a vendor whose principal place of business is in this state, and includes a contractor whose ultimate parent company or majority owner has it principal place of business in this state. (B) The state or governmental agency of the state may not award a contract for general construction, improvements, services, or public works projects or purchase of supplies, material, or equipment to a nonresident vendor unless the nonresident's proposal is lower than the lowest proposal submitted by the responsible Texas resident vendor by the same amount that a Texas resident vendor would be required to under proposal a nonresident vendor to obtain a comparable contract in the state in which the nonresident's principal place of business is located. I Certify that as defined in Article 601g. that: Company Name: Is a resident vendor of the state of Printed Name: Signature: SUSPENSION OR DEBARMENT CERTIFICATE This certification is required by the regulations implementing Executive order 12549, Debarment and suspension, 28 CFR Part 67, Section , Participants responsibilities. By signing this certificate, the vendor certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, sentenced to a denial of Federal benefits by a State or Federal court, or voluntarily excluded from covered transactions by any Federal department or agency. Vendor Name: Vendor Address: Vendor Address: Vendor Telephone: Vendor Fax Number: Authorized Company Official s Name (Printed): Signature of Company Official: 9

11 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who has a business relationship as defined by Section (1-a) with a local governmental entity and the vendor meets requirements under Section (a). FORM CIQ OFFICE USE ONLY Date Received By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section (a-1), Local Government Code. A vendor commits an offense if the vendor knowingly violates Section , Local Government Code. An offense under this section is a misdemeanor. 1 Name of vendor who has a business relationship with local governmental entity. 2 3 Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) Name of local government officer about whom the information is being disclosed. Name of Officer 4 Describe each employment or other business relationship with the local government officer, or a family member of the officer, as described by Section (a)(2)(A). Also describe any family relationship with the local government officer. Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form CIQ as necessary. A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than investment income, from the vendor? Yes No B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity? Yes No 5 Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership interest of one percent or more. 6 Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts as described in Section (a)(2)(B), excluding gifts described in Section (a-1). 7 Signature of vendor doing business with the governmental entity Date Form provided by Texas Ethics Commission 10 Revised 11/30/2015

12 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity A complete copy of Chapter 176 of the Local Governmetn Code may be found at Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form. Local Government Code (1-a): "Business relationship" means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on: (A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal, state, or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public; or (C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by, and reporting to, that agency. Local Government Code (a)(2)(A) and (B): (a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if: *** (2) the vendor: (A) has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income, other than investment income, that exceeds $2,500 during the 12-month period preceding the date that the officer becomes aware that (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor; (B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than $100 in the 12-month period preceding the date the officer becomes aware that: (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor. Local Government Code (a) and (a-1) (a) A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and: (1) has an employment or other business relationship with a local government officer of that local governmental entity, or a family member of the officer, described by Section (a)(2)(A); (2) has given a local government officer of that local governmental entity, or a family member of the officer, one or more gifts with the aggregate value specified by Section (a)(2)(B), excluding any gift described by Section (a-1); or (3) has a family relationship with a local government officer of that local governmental entity. (a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day after the later of: (1) the date that the vendor: (A) begins discussions or negotiations to enter into a contract with the local governmental entity; or (B) submits to the local governmental entity an application, response to a request for proposals or bids, correspondence, or another writing related to a potential contract with the local governmental entity; or (2) the date the vendor becomes aware: (A) of an employment or other business relationship with a local government officer, or a family member of the officer, described by Subsection (a); (B) that the vendor has given one or more gifts described by Subsection (a); or (C) of a family relationship with a local government officer. Form provided by Texas Ethics Commission 11 Revised 11/30/2015

13 Form W-9 (Rev. December 2014) Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. Give Form to the requester. Do not send to the IRS. Print or type See Specific Instructions on page 2. 2 Business name/disregarded entity name, if different from above 3 Check appropriate box for federal tax classification; check only one of the following seven boxes: Individual/sole proprietor or single-member LLC C Corporation S Corporation Partnership Trust/estate Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=partnership) Note. For a single-member LLC that is disregarded, do not check LLC; check the appropriate box in the line above for the tax classification of the single-member owner. Other (see instructions) 5 Address (number, street, and apt. or suite no.) 6 City, state, and ZIP code 4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3): Exempt payee code (if any) Exemption from FATCA reporting code (if any) (Applies to accounts maintained outside the U.S.) Requester s name and address (optional) 7 List account number(s) here (optional) Part I Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN on page 3. Note. If the account is in more than one name, see the instructions for line 1 and the chart on page 4 for guidelines on whose number to enter. Social security number or Employer identification number Part II Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions on page 3. Sign Here Signature of U.S. person General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. Information about developments affecting Form W-9 (such as legislation enacted after we release it) is at Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following: Form 1099-INT (interest earned or paid) Form 1099-DIV (dividends, including those from stocks or mutual funds) Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) Form 1099-S (proceeds from real estate transactions) Form 1099-K (merchant card and third party network transactions) Date Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) Form 1099-C (canceled debt) Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding? on page 2. By signing the filled-out form, you: 1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued), 2. Certify that you are not subject to backup withholding, or 3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the withholding tax on foreign partners' share of effectively connected income, and 4. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting, is correct. See What is FATCA reporting? on page 2 for further information. Cat. No X Form W-9 (Rev ) 12

14 SECTION V- PROPOSAL RESPONSE FORM BELTON INDEPENDENT SCHOOL DISTRICT PROPOSAL RESPONSE FORM Please complete this form with the desired method of pricing you would supply Belton ISD. You must return this form along with the Bid Cover Page even if a 0% discount is quoted for your company to remain on the vendor list. If a parent company is submitting more than one subsidiary company, a separate Proposal should be submitted for each company name. Even if you are the sole source of the product(s) in your catalog, we request a response from you; thus eliminating the need to file a sole source letter with each purchase order. Please check NO DISCOUNT or enter Percent of Discount Title of Catalog(s) Percent Discounted From Catalog No Discount % No Discount % No Discount % No Discount % No Discount % No Discount % No Discount Additional Information or Special Conditions OTHER PRICING (Please Describe) MULTIPLE STORES (If this bid is to include multiple locations, please indicate the name of the store and the location) Will Purchase Orders be accepted? YES NO Do you charge a restock fee%? YES NO % FEE Are packing and handling fees included? YES NO Is Free Shipping Provided? YES NO Vendor/Company Name: Signature: Date: 13

15 BELTON INDEPENDENT SCHOOL DISTRICT Please indicate how (Vendor) was notified about this proposal opportunity; Newspaper, BISD Website, Postcard, or Other FAILURE TO SUBMIT ANY OF THE REQUIRED INFORMATION MAY BE SUFFICIENT GROUNDS FOR REJECTION OF PROPOSAL. VENDOR S CHECKLIST Vendors Acceptance Form Proposal Response Form (Must Be Signed) Certificate of Felony Conviction (Must Be Signed) Statement of Non-Collusion and Non-Discrimination (Must Be Signed) References Resident Certification (Must Be Signed) Suspension Debarment Certificate (Must Be Signed) Conflict of Interest Questionnaire (Must Be Signed) W-9 Form 1295 Notice (Must be completed no later than 30 days of award.) (Please verify that all the requested documents listed above are present and completed prior to submittal of proposal) 14