BELTON INDEPENDENT SCHOOL DISTRICT

Transcription

1 BELTON INDEPENDENT SCHOOL DISTRICT Purchasing Department, 400 N. Wall Street, Belton, Texas Phone (254) or Fax (254) Date: December 14, 2014 REQUEST FOR PROPOSALS RFP # (SUPPLEMENTAL I) MISCELLANEOUS CONTRACTED SERVICES AND REPAIRS The Belton Independent School District ( District ) invites qualified companies to submit Proposals for Miscellaneous Contracted Services and Repairs. This is a Supplemental Proposal to add additional vendors to this category. Current vendors on contract # are not required to respond to this solicitation. This Request for Proposal can be reviewed and downloaded from the following website: If you are an interested company, the District invites your firm to submit a Proposal Response to: Belton Independent School District Purchasing Department 400 N. Wall Street Belton, TX Proposals responses will be received in the Office of the Director of Purchasing until 10:00 A.M., Wednesday, February 4, Proposals are to be sealed and returned in an envelope marked on the outside with the Vendor s name and proposal number. Awards will be made to multiple vendors. Vendors are encouraged to submit responses as soon as possible. As proposals are received, they will be evaluated and either accepted or rejected by the District. Applicants will be notified of the District s decision upon approval by the Board of Trustees. THIS IS A NEGOTIATED PROCUREMENT, and as such, the District reserves the right to negotiate any terms, conditions, or pricing with a Proposer prior to an award. The Board of Trustees reserves the right to reject any and/or all proposals, to award contracts for individual products or services as may appear advantageous, and to negotiate separately in any manner necessary to serve the best interest of the District. BISD will be closed for the Holidays beginning Monday, December 22, 2014 through Thursday, January 1, Please DO NOT submit proposals during this time. Normal business hours will resume on Friday, January 2, Sincerely, Tammy Shannon Purchasing Director, Belton ISD Cover Page

2 BELTON INDEPENDENT SCHOOL DISTRICT Purchasing Department, 400 N. Wall Street, Belton, Texas Phone (254) or Fax (254) REQUEST FOR PROPOSAL (RFP) TITLE:, DEADLINE TIME/DATE: Tuesday, February 4, 2015 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 on the outside of the mailing envelope. Vendor s Acceptance Form Date Bid Completed: Please Print Name of Company/Vendor: Remit Address: City: State: Zip Code: Prepared By: Title: Signature: Telephone Number: Fax Number: Web Site: Address: Address for orders if different from above: Page 1

3 SECTION I - SCOPE OF SERVICES 1. SCOPE This contract is to provide labor and materials for various maintenance and/or contracted services projects, from March 1, 2015 through February 28, The District can not reasonably project all its unforeseen needs, therefore these services or projects will be contracted on an "as needed basis." 2. 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 current 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 select the category(s) that best describe the services offered. o Appliance Repairs/Services o Asphalt and Concrete Installation/Repairs/Services o Alarms, Security, Fire, Intercom & Lock Systems Installation/Repairs/Services o Audio Visual Systems Repairs/Services o Automotive (Transmissions, Radiator, Tires, Body Shop, Windshields & Other Related Repairs/Work/Services) o Bleacher-Gymnasium Equipment Repair/Work/Services o Brick Work/Installation/Repair/Services o Carpentry & Cabinet Repair/Work/Services o Clock System Repair/Work/Installation/Services o Commercial Equipment Repairs/Services o Crane Services o Drug Testing Services o Misc. Electrical Work/Installation/Repairs/Services o Environmental Consulting Services o Fence Repair/Work/Services o Fiber Tech-Splicing/Cabling o Flooring (all types) Installation/Repairs/Services o Glass & Mirror Repair/Work/Services/Installation o Grease Trap - Septic Tank Pumping Services o HVAC - Air Conditioning & Heating Systems Repairs/Work/Services o Landscaping & Irrigation Work/Repairs/Services o Office Machines Repairs/Services o Overhead Door & Security Gate Work/Repairs/Installation/Services o Pest Control Services o Paper Shredding Services o Plumbing Work/Installation/Repairs/Services o Piano and Instrumental Repairs/Work/Services o Radio Equipment Repair/Work/Services o Roof Installation/Work/Repair/Services o Surveying Services o Small Engine & Machine Repairs/Services o Sound System, Production Video & Lighting System Repairs/Work/Services Page 2

4 o Towing Services o Turf Testing/Installation/Consulting/Repair/Services o Welding & Sheet Metal Repairs/Services o Other, Please Describe: SECTION II - GENERAL INSTRUCTIONS 1. DESCRIPTION Belton Independent School District is accepting proposal responses for a multiple award contract for Miscellaneous Contracted Services and Repairs, 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 Proposer shall submit one (1) original proposal. 2.3 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 or mailed. Belton Independent School District Purchasing Department 400 N. Wall Street Belton, TX Proposals shall represent a true and correct statement and shall contain no cause for claim of omission or error. 2.5 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. 2.6 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. 2.7 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. 2.8 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 Tuesday, February 4, 2015 at 10:00 A.M. 3.2 Submitted proposals must contain; The completed proposal 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 proposals. 3.4 Withdrawal of proposal. Any Vendor 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 the high volume of responses, any illegible proposals may be rejected. 3.6 Faxed or other electronic submission is prohibited unless specifically authorized by the Solicitation. Page 3

5 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 March 1, 2015 whichever is later, through February 28, BISD reserves the option to renew annually for two (2) years, one year at a time. 5.3 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. 6. EVALUATION, NEGOTIATIONS, AND AWARD 6.1 Each proposal 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 The District reserves the right to reject any and or all proposals which comply with these specifications, or to accept a higher proposal which complies, provided that, in the judgment of the District, the service offered under the higher proposal has additional value or function which justifies the difference in price. 6.4 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. 6.5 Value added services included in the proposal will be considered for award of contract. All value added services must be declared in detail by the Proposer, in writing, at the time of submittal of the formal proposal. 6.6 THIS IS A NEGOTIATED PROCURMENT, and as such, the District reserves the right to negotiate any terms, conditions, or pricing with a Vendor prior to an award. 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. CERTIFICATION OF CRIMINAL BACKGROUND CHECK The State of Texas Legislative Senate Bill No. 9, Section , Certification of Criminal Background Check. Proposer may be required to obtain criminal history record information that relates to an employee, applicant for employment, or agent of the Proposer if the employee, applicant, or agent has or will have continuing duties related to the contracted services; and the duties are or will be performed on school property or at another location where students are regularly present. 11. 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. 12. COOPERATIVE PURCHASING 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. Page 4

6 13. CONFLICT OF INTEREST 13.1 Disclosure of Certain Relationships with Local Government Officials 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 that the 7 th business day after the recipient becomes aware of a fact that requires filing 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. 14. W-9 INDENTIFICATION 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 service provided prior to the issuance of a purchase order. 17. INVOICING AND PAYMENT 17.1 Invoices will be required for labor, materials and rental equipment Invoices (IN TRIPLICATE) shall be sent to: Belton Independent School District Attn: Accounts Payable PO Box 269 Belton, TX Phone # (254) Payment terms will be Net 30 days unless otherwise authorized by the District Payment period does not commence until the service and or repair has been completed. Due to the length and cost of the project, the District may consider interim billings. The District will not pay in advance for any project SIGNATURES ON PROPOSALS Proposals, to be valid, must be manually signed in ink 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. 19. 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. SECTION III- SPECIAL INSTRUCTIONS The following information is to provide the Vendor(s) 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 on the Proposer Response Form. 1.4 BISD obtains proposals using various methods to insure efficient and cost effective purchasing and to comply with state bid laws. Individual proposals are done for specific products and services. However, numerous services are not foreseen and will be required to purchase throughout the year on an as needed basis. This proposal is intended to cover those miscellaneous projects or services. Page 5

7 2. PRICING 2.1 It is the intent of this solicitation to establish pricing based on various labor rates, materials, and equipment charges. 2.2 Rate increases will not be allowed during the contract period unless the District is provided written notice fourteen (14) days in advance. Please notify the Director of Purchasing of any rate increase through at or by fax at (254) BISD reserves the right to cancel any contract due to unapproved price increase. 2.4 The District expects all vendors to provide the lowest and best price. 3. EVALUATION PROCESS 3.1 The District s Evaluation Team will review the proposals and may request additional information, if deemed appropriate. 3.2 The District reserves the right to accept or reject any, all or none of the exceptions/substitutions deemed to be in the best interest of the District. 3.3 An administrative recommendation will be made to the BISD Board of Trustees at a future Board Meeting based on the Proposer receiving the highest evaluation score. 4. AWARDS 4.1 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 any other relevant factor specifically listed in this solicitation. 4.2 Multiple Vendors will be awarded upon Board of Trustees approval and each Proposer will receive a copy of the award. 4.3 Each applicant will be contacted in writing of their approval. No contact with departments shall take place until receipt of approval. 5. NO GUARANTEE OF SERVICES 5.1 All expenditures are estimates only based on previous purchases and future expectations. BISD is not required to purchase any minimum or maximum service. 5.2 Should the District not have sufficient funds appropriated for the purchase of the services mentioned in this proposal, after timely notification to the vendor, the District is fully and expressly released from all obligations under this agreement and any incidental agreements hereto. 6. QUOTES According to procedures established by the District's Purchasing Department, quotes must be obtained for purchases over $5,000. Quotes will be obtained from vendors that have mailed in responses to this request for proposals. However, the District reserves the right to obtain quotes from other vendors if a service becomes needed from a category in which no proposal responses were received. 7. PROJECT COST ESTIMATES 7.1 Within a reasonable period of time after a vendor is awarded a project, but prior to beginning the project, vendor agrees to provide the District a Project Cost Estimate for the work to be performed. The Project Cost Estimate shall include all estimated costs, including labor, materials, and equipment charges along with an estimated time of completion for the project. The District will allow for variances in the actual costs of the project if the vendor notifies the appropriate Department Administrator of anticipated variances as soon as the variances become known. The District will not pay for cost variances exceeding 10% of the Project Cost estimate unless the appropriate Department Administrator approves the variance prior to incurring the costs. 7.2 The District reserves the right to re-evaluate the performance of the vendor during the completion of a project and to cancel any project due to unsatisfactory service and to award such projects to an alternate vendor. Page 6

8 8. HOURLY RATES 8.1 The hourly rates shall cover all labor and administrative expenses. 8.2 The hourly rates should cover direct labor hours. The District will not pay for labor costs not directly related to projects done under this contract. Direct labor hours will generally begin and end upon the time of arrival and departure on the project site. 8.3 Hourly rates are to be considered as straight time Monday through Friday for any eight (8) hour period between the hours of 7:00 A.M. and 5:00 P.M. 8.4 Overtime and holiday multipliers are to be indicated, i.e., Overtime=1.5, Holiday=2.0. Holidays are Easter, Memorial Day, July 4, Labor Day, Thanksgiving, Christmas Eve, Christmas Day, and New Year's Day. 9. RESPONSE TIME The District expects vendors to respond within a reasonable period of time as warranted by project circumstance. 10. DELAYS AND DEFAULT In case of default and/or delay on three (3) contracted service projects during the term of the contract, the District reserves the right to terminate all contracts with the vendor, suspend future business with the vendor and take any remedy set forth in this contract or any other remedy at law or in equity to BISD. 11. MAJOR REPAIRS/SERVICES OUTSIDE THE SCOPE OF THE PROPOSAL The District reserves the right to solicit quotes and/or bids outside of this proposal process on major repairs /services. 12. QUALITY/SPECIFICATIONS OF MATERIALS FOR PROJECTS Materials quoted in all categories will be of an acceptable quality and grade of various types as regularly manufactured by acceptable supply and material manufacturers and approved by the Belton ISD Director or designee of the district The Director will require that a Project Cost Estimate specifically identify materials when quality, grade, manufacturer or other factors are of critical importance for all maintenance projects If a vendor is unable to deliver materials as specified on the Project Cost Estimate, he must contact the Director or his designee prior to the act of substitution for approval and ultimate delivery. The Director or his designee shall make the final decision on the acceptance or non-acceptance of a requested substitution. 13. SIGN-IN & IDENTIFICATION BADGES For the safety of students, all contractors, when working at a Belton ISD campus, will be required to sign in at the office of each campus. An identification badge will be worn, if required by the campus administrator. 14. INSURANCE/BONDS/WARRANTIES Workers compensation must be provided and any other necessary insurance or bonds pertaining to projects that stipulate the need for insurance or bonds. Proposer shall provide warranty documentation when applicable. Page 7

9 INSURANCE REQUIREMENTS The successful vendor shall have their insurance companies list Belton ISD as a named insured on the policies. Certificates shall be sent to the Belton ISD Purchasing Department at each change or renewal, during the term of this contract. Failure to provide proof of required insurance could result in the disqualification of the proposal. PROOF OF INSURANCE COVERAGE MUST BE SUBMITTED WITH PROPOSAL Workers Compensation Employers Liability General Liability Bodily Injury & Property Damage Statutory Limits accident $500,000 policy limit employee $500,000 combined single limits/$1,000,000 aggregate Automotive Liability Bodily Injury accident Property Damage $250,000 BONDING REQUIREMENTS Vendor(s) must meet all bonding requirements dictated by Texas law. Prior to commencement of work hereunder, contractors will, if the Contract Price exceeds $25,000.00, provide an Acceptable Surety Company Payment Bond and if the contract price exceeds $100, provide an Acceptable Surety Company Performance Bond, each in principal amount equal to one hundred percent (100%) of the contract price The contractor will faithfully perform all its undertakings in this contract and will fully pay all persons furnishing labor and material in the prosecution of the work provided for in the contract. If any surety upon any bond becomes insolvent or otherwise ceases to do business in the State, the contractor shall promptly furnish equivalent security to protect the interests of Belton ISD and of persons furnishing labor and materials in the prosecution of the work. Note: Bonds are requested only when a project requires them and are to be provided before work may begin. I (Company Name) understand that I may have to provide the required supporting bond documentation before project begins. Authorized Signature Date Signed: If you should have any further questions regarding this proposal please contact: Tammy Shannon-Director of Purchasing Belton ISD Purchasing Department 400 N. Wall Street Belton, Texas Phone or tammy.shannon@bisd.net Page 8

10 SECTION IV- CERTIFICATION/REPRESENTATIONS CERTIFICATION OF CRIMINAL BACKGROUND CHECK The State of Texas Legislative Senate Bill No. 9, Section , Certification of Criminal Background Check. Bidder/Proposer may be required to obtain criminal history record information that relates to an employee, applicant for employment, or agent of the Bidder/Proposer if the employee, applicant, or agent has or will have continuing duties related to the contracted services; and the duties are or will be preformed on school property or at another location where students are regularly present. If the Criminal Background Check is required, the expense shall be incurred by the Contractor. 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: Page 9

11 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: Central Texas Purchasing Alliance (CTPA) Adoption Clause CTPA ADOPTION CLAUSE USE OF CONTRACT(S) BY MEMBERS COMPRISING THE CTPA A. If authorized by the Vendor(s), resultant contract(s) may be adopted by the member districts of the CTPA as indicated below. Authorized members may purchase goods and/or services in accordance with contract pricing and purchasing terms established by the Contract Lead District. B. A list of members that may utilize the Vendor s contract is listed on the CTPA website, C. Any district member wishing to utilize such contract(s) will contact the Vendor to verify that the contract is available to them and will place its own order(s) directly with the successful Vendor. The Successful Vendor may contact the member districts to inform them about the contract award. There shall be no obligation on the part of any participating district to utilize the contract(s). D. A negative reply by the Vendor will not adversely affect consideration of the Vendors Solicitation response. E. Each participating district has the option of executing a separate contract with the successful Vendor(s). F. The Contract Lead District shall not be held liable for any costs or damages incurred by another district as a result of any award extended to that district by the Successful Vendor. BY SIGNATURE BELOW, THE VENDOR HEREBY AUTHORIZES THE MEMBER DISTRICTS AS INDICATED BY CHECK BELOW, TO ADOPT ANY CONTRACT RESULTING FROM THE VENDOR S RESPONSE TO THIS SOLICITATION: YES NO, or YES, with the exception of the following districts: Firms Name: Date: Printed Name of Authorized Company Official: Signature of Company Official: Page 10

12 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: Page 11

13 CONFLICT OF INTEREST QUESTIONNAIRE FORM CIQ CONFLICT OF INTEREST QUESTIONNAIRE For vendor or other person doing business with local governmental entity This questionnaire reflects changes made to the law by H.B. 1491, 80th Leg., Regular Session. OFFICE USE ONLY Date Received This questionnaire is being filed in accordance with Chapter 176, Local Government Code by a person who has a business relationship as defined by Section (1-a) with a local governmental entity and the person meets requirements under Section (a). 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 person becomes aware of facts that require the statement to be filed. See Section , Local Government Code. A person commits an offense if the person knowingly violates Section , Local Government Code. An offense under this section is a Class C misdemeanor. 1) (In this section provide legal name of company and the name of person who has a business relationship with local governmental entity) 2) 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 t he originally filed questionnaire becomes incomplete or inaccurate.) 3) Name of local government officer with whom filer has employment or business relationship. Name of Officer This section (item 3 including subparts A, B, C & D) must be completed for each officer with whom the filer has an employment or other business relationship as defined by Section (1-a), Local Government Code. Attach additional pages to this Form CIQ as necessary. A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment income, from the filer of the questionnaire? Yes No B. Is the filer of the questionnaire receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer named in this section AND the taxable income is not received from the local governmental entity? Yes No C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership of 10 percent or more? Yes No D. Describe each employment or business relationship with the local government officer named in this section below. 4) (Signature of person doing business with the governmental entity) ( Date) Page12

14 W-9 Request for Taxpayer Identification Number and Certification Return form to Belton ISD, do not send this form to IRS Cat. No X Form W-9 Name (as shown on your income tax return) Business name, if different from above or DBA: Check appropriate box: Individual/Sole Proprietor Corporation Partnership LLC (C=Corporation, S=S Corporation, Partnership) Exempt from backup withholding Address (number, street and apt or suite #) City: State: Zip Code: Part 1 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 your Social Security Number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see instructions on how to complete. The official IRS website supplies extensive instructions on how to fill out forms correctly, along with what to do with the filled-out forms. The IRS website also has links to information for local offices, just in case people have a difficult time with the downloadable W-9 forms and decide they would like to talk to an IRS representative face-to-face. Additionally, the site lists phone numbers to call for assistance, if the answer cannot be found online and the person does not want to go into a local office. For other Entities, it is your employer identification number (EIN). If you do not have a number, visit the IRS website to see how to get a TIN. Note: If the account is in more then one name, see the guidelines on how to complete the form at the IRS website to see on whose number to enter. Social Security Number Employer Identification Number Part 2 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. person (including a U.S. resident alien) 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 then interest and dividends, you are not required to sign the Certification, but you must provide your correct TIN. (see the official IRS website for instructions on how to fill out forms correctly). (Signature of U.S. person) Signature: Date: Purpose of Form A person who is required to file an information return with the IRS, must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA. The official IRS website supplies extensive instructions on how to fill out forms correctly, along with what to do with the filled-out forms. The IRS website also has links to information for local offices, just in case people have a difficult time with the downloadable W-9 forms and decide they would like to talk to an IRS representative face-to-face. Additionally, the site lists phone numbers to call for assistance, if the answer cannot be found online and the person does not want to go into a local office. Note: If a requester gives you a form, other than the Form W-9 provided by the IRS, to request your TIN, you must use the requester s form if it is substantially similar to the Form W-9. or Page 13

15 SECTION V- PROPOSAL RESPONSE FORM Please fill out ALL RATES. PROPOSAL RESPONSE FORM $ Craftsman Hourly Rate: $Laborer Hourly Rate: $ OT/Multiplier: $ Holiday Multiplier Mark Up % (Material): Type of Contracted Service Provided: Please list any deviations from required specifications, pricing or scope of work below: (Company Name): Date Signed: Signature of Authorized Person: Title: (Please check yes or no) Will Purchase Orders be accepted? Yes No Is emergency after hour service available? Yes No, Contact Person: Expected response time: Emergency service phone #: Order Address Remittance Address City City State Zip Code State Zip Code Telephone Number: Fax Number: Please indicate how (Vendor) was notified about this proposal opportunity; Newspaper, BISD Website, or Other, explain FAILURE TO SUBMIT ANY OF THE REQUIRED INFORMATION MAY BE SUFFICIENT GROUNDS FOR REJECTON OF PROPOSAL. VENDOR S CHECKLIST Vendors Information CTPA Adoption Clause Categories Resident Certification Certificate of Felony Conviction Conflict of Interest Questionnaire Statement of Non-Collusion and Non-Discrimination W-9 References Proposal Response Form (Please verify that all the requested documents listed above are present and completed prior to submittal of proposal) Page 14