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Home My WebLink AboutContract 57439-R2CSC No. 57439-R2 CITY OF FORT WORTH REQUEST TO EXERCISE RENEWAL OPTION November 15, 2022 Carrier Enterprise LLC Attn: Leon Tates 2318 Pecan Ct. Haltom City, Texas 76117 Re: Contract Renewal Notice Contract No. CSC No.57439 (the "Contract") Renewal Term No. 2: December 1, 2022 to November 30, 2023 The above referenced Contract with the City of Fort Worth expires on November 30, 2022 (the "Expiration Date"). Pursuant to the Contract, contract renewals are at the mutual agreement of the parties. This letter is to inform you that the City is requesting to renew the Contract for an additional one (1) year period, which will begin immediately after the Expiration Date. All other terms and conditions of the Contract remain unchanged. To agree to renew the Contract for an additional one (1) year period, please sign and return this request to exercise renewal option, along with a copy of your current insurance certificate, to the address set forth below. Please log onto PeopleSoft Purchasing at hM2://fortworthtexas.goy/purchasing to insure that your company information is correct and up-to-date. If you have any questions concerning this Contract Renewal Notice, please contact me at the telephone number listed below. Sincerely, Megan Fowler Property Management Department 900 Monroe Street, 4th floor, Suite 402 Fort Worth, Texas 76102 817-392-6645 OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Contract Renewal Page 1 of 2 CSC No. ACCEPTED AND AGREED: CITY OF FORT WORTH '1�qha LAULdee�-L By: Dana Burghdoff (D c 20, 202 1 :31 CST) Name: Dana Burghdoff Title: Assistant City Manager APPROVAL RECOMMENDED: By: &-ow. A 6" Name: Steve Cooke Title: Director, Property Management Department ATTEST: Tann&H-,9 S. Goodall By: Jan nette S. Good a[[(Dec 20, 202212:20 CST) Name: Jannette Goodall Title: City Secretary Carrier Enterprise, LLC 4 By: Name: Martin Zarate Title: Director of Institutional Sales CONTRACT COMPLIANCE MANAGER: By signing I acknowledge that I am the person responsible for the monitoring and administration of this contract, including ensuring all performance and reporting requirements. ByDenise Garcia on be ,f Alan Sh—, Dec16,202209:52CST Name: Alan Shuror Title: Assistant Director, Property Management Department APPROVED AS LEGALITY: By: TO FORM AND Name: Jeremy Anato Mensah Title: Assistant City Attorney I CONTRACT AUTHORIZATION: M&C: 22-0208 Date Approved: 3/29/22 Form 1295 Certification No.: 2022-853325 OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Contract Renewal Page 2 of 2 z CZ .s ZY W C) T� .JL CD 2: El R M. �A u m C 0 LL Ui 2 CL o cr) 0 r 0 Li co . C: W � CL L' m E FZ O C O m L- C F� V O li t 0 L Ix C' a rp U3 � .� 0.0 €-> 0)Q) 4 -Q .0 0 O m212o .0 C1 `a 0 CL u 0- 0:ly cr Z L] L 1{� � c � CL C7 0 � E 0 � >4— ctk z C7 v (D '0 '7m CL fJ} � L U �! C C 0 E 3:0 CSC No. 57439 FORT WORTH CITY OF FORT WORTH COOPERATIVE PURCHASE AGREEMENT This Cooperative Purchase Agreement ("Agreement") is entered into by and between Carrier Enterprise, LLC ("Vendor") and the City of Fort Worth, ("City"), a Texas home rule municipality. The Cooperative Purchase Agreement includes the following documents which shall be construed in the order of precedence in which they are listed: 1. This Cooperative Purchase Agreement; 2. Exhibit A — Seller's Quote, Scope of Services or Purchase Order; 3. Exhibit B — Cooperative Agency Contract BuyBoard 631-20; and 4. Exhibit C — Conflict of Interest Questionnaire Exhibits A, B, and C, which are attached hereto and incorporated herein, are made a part of this Agreement for all purposes. Vendor agrees to provide City with the services and goods included in Exhibit A pursuant to the terms and conditions of this Cooperative Purchase Agreement, including all exhibits thereto. City shall pay Vendor in accordance with the fee schedule in Exhibit A and in accordance with the provisions of this Agreement. Total payment made under this Agreement for the first year by City shall not exceed the amount of Three Hundred Twenty -Five Thousand Dollars ($325,000.00). Vendor shall not provide any additional items or services or bill for expenses incurred for City not specified by this Agreement unless City requests and approves in writing the additional costs for such services. City shall not be liable for any additional expenses of Vendor not specified by this Agreement unless City first approves such expenses in writing. The term of this Agreement shall be for one year beginning on December 1, 2021 and ending on November 30, 2022. The City shall be able to renew this agreement for one (1) one-year renewal options by written agreement of the parties. Vendor agrees that City shall, until the expiration of three (3) years after final payment under this Agreement, or the final conclusion of any audit commenced during the said three years, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records, including, but not limited to, all electronic records, of Vendor involving transactions relating to this Agreement at no additional cost to City. Vendor agrees that City shall have access during normal working hours to all necessary Vendor facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. City shall give Vendor reasonable advance notice of intended audits. Notices required pursuant to the provisions of this Agreement shall be conclusively determined to have been delivered when (1) hand -delivered to the other party, its agents, employees, servants or representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3) received by the other party by United States Mail, registered, return receipt requested, addressed as follows: To CITY: City of Fort Worth Attn: Dana Burghdoff, Assistant City Manager 200 Texas Street Fort Worth, TX 76102-6314 Facsimile: (817) 392-8654 With copy to Fort Worth City Attorney's Office at same address To VENDOR: Carrier Enterprise, LLC Leon Tates, Director of Wholesale Address: 16230 Port Northwest Dr. Houston, TX 77041 Facsimile: N/A The undersigned represents and warrants that he or she has the power and authority to execute this Agreement and bind the respective Vendor. CITY OF FORT WORTH: nA,ru- 8cc> ALcu By: Dana Burghdoff( r13, 20 12:000DT) Name: Dana Burghdoff Title: Assistant City Manager Date: APPROVAL RECOMMENDED: ` JS..L By; Steve o ke (Apr 7, 202208:53 CDT) Name: Steve Cook Title: Property Management Director ATTEST: By: J 'ette S. Goodall (Apr 20, 202212. CDT) Name: Jannette Goodall Title: City Secretary VENDOR: Carrier Enterpri - I LC By: -',l)- 4me: Leon Tates Title: Director of Wholesale ,Di Date: _/ // /2� CONTRACT COMPLIANCE MANAGER: By signing I acknowledge that I am the person responsible for the monitoring and administration of this contract, including ensuring all performance and reporting requirements. as .�Y �(,ciL �/ZGliLd2 Alan H. Shuror (Apr 4, 202216:24 CDT) Name: Alan Shuror Title: Assistant Property Management Director APPROVED AS TO FORM AND LEGALITY: a Name: Taylor Paris Title: Assistant City Attorney CONTRACT AUTHORIZATION: M&C: 22-0208 Exhibit A Line # Type Line Description Carrier Enterprise, LLC Section I: Equipment, Products, and Supplies- Discount (%) off catalog/pricelist for HVAC Equipment (all types - rooftop 1 State Name of Catalog/Pricelist units, split systems, chillers, compressors, Residential & Commercial Price cooling towers, heat pumps, furnaces, unit Book heaters, duct furnaces, and related items). Catalog/Pricelist MUST be included or proposal will not be considered. 1 Exceptions to Discount If 5% discount drives equipment below 10% GM Section I: Equipment, Products, and Supplies- Discount (%) off catalog/pricelist 2 State Name of Catalog/Price list for HVACControls, Software and Monitoring Controls, Software and Systems(all types). Catalog/Pricelist MUST Monitoring Systems be included or proposal will not be considered. 2 Exceptions to Discount If 10% discount drive overall margins below 20% Section I: Equipment, Products, and Supplies- Discount (%) off catalog/pricelist 3 State Name of Catalog/Price list for HVAC Air Handling Products (all types - Residential & Commercial Price coils, fans, and related items). Book Catalog/Pricelist MUST be included or proposal will not be considered. 3 Exceptions to Discount If 5% discount drive overall margins below 10% Section I: Equipment, Products, and Supplies- Discount (%) off catalog/pricelist 4 State Name of Catalog/Pricelist for HVAC Supplies (all types). HVAC Supplies Price Book Catalog/Pricelist MUST be included or proposal will not be considered. 4 Exceptions to Discount If 10% discount drives overall margins below 20% Section I: Equipment, Products, and Supplies- Discount (%) off catalog/pricelist 5 State Name of Catalog/Pricelist for HVAC Filters(all types). Catalog/Pricelist HVAC Filters Price Book MUST be included or proposal will not be considered. 5 Exceptions to Discount If 10% discount drives overall margin below 20% 631-20 - Page 1 Line # Type I Line Description Carrier Enterprise, LLC Section I: Equipment, Products, and Supplies- Discount (%) off catalog/pricelist 6 State Name of Catalog/Pricelist for HVAC Indoor Air Quality Products (all HVAC Filter Price Book types). Catalog/Pricelist MUST be included or proposal will not be considered. If 5% drives overall margins 6 Exceptions to Discount o below 20/ Section I: Equipment, Products, and Supplies- Discount (%) off catalog/pricelist 7 State Name of Catalog/Price] ist for HVAC Repair Parts (all types). HVAC Repair Parts Price Book Catalog/Pricelist MUST be included or proposal will not be considered. If 10% drives overall margins 7 Exceptions to Discount below 20% Section I: Equipment, Products, and Supplies- Discount (%) off catalog/pricelist 8 State Name of Catalog/Pricelist for HVACRefrigerants (all types). HVAC Refrigerants Price Book Catalog/Pricelist MUST be included or proposal will not be considered. If 1% discount drives overall 8 Exceptions to Discount margins below 15/ Section I: Equipment, Products, and Supplies- Discount (%) off catalog/pricelist 9 State Name of Catalog/Price list for HVACRefrigerant Recovery HVAC Refrigerant Recovery Equipment(all types). Catalog/Pricelist Equipment MUST be included or proposal will not be considered. If 5% discount drives overall 9 Exceptions to Discount margins below 20/ Section I: Equipment, Products, and Supplies- Discount (%) off catalog/pricelist for UVC Emitters/Lamps (used to incorporate downstream of all cooling coils andabove all drain pans to control airborne 10 State Name of Catalog/Pricelist and surface microbial growth and transfer. UVC Emitters/Lamps Fixtures and lamps must be manufactured for this purpose and safety interlocks/features shall be provided to limit hazard to operating staff). Catalog/Pricelist MUST be included or proposal will not be considered. If 5% discount drives overall 10 Exceptions to Discount margins below 20% 631-20 - Page 2 Line # Type Line Description Carrier Enterprise, LLC Section I: Equipment, Products, and Supplies- Discount (%) off catalog/pricelist 11 State Name of Catalog/Price list for Insulation Products for HVAC Insulation Products for HVAC Equipment. Catalog/Pricelist MUST be Equipment included or proposal will not be considered. 11 Exceptions to Discount If 5% discount drives overall margins below 20% Section I: Equipment, Products, and Supplies- Discount (%) off catalog/price list 12 State Name of Catalog/Pricelist for HVAC Maintenance Agreements. Catalog/Price list MUST be included or proposal will not be considered. 12 Exceptions to Discount Section II: Installation and Repair Service - Hourly Labor Rate for Installation of HVAC Detailed Information on Hourly Filter Change Out Service (including labor, 13 Labor Rate filters andremoval/disposal of product), not to exceed hourly labor rate for Installation of HVAC Filter Products. Exceptions to Hourly Labor 13 Rate Section II: Installation and Repair Service - Standard Hourly Labor Rate for Detailed Information on Hourly Installation/Repair Service of HVAC 14 Labor Rate Equipment and Products, not to exceed standardhourly labor rate for Installation/Repair Service of HVAC Equipment and Products. Exceptions to Hourly Labor 14 Rate Section II: Installation and Repair Service - Non -Standard Hourly Labor Rate for Detailed Information on Hourly Installation/Repair Service of HVAC 15 Labor Rate Equipment and Products, not to exceed standardhourly labor rate for Installation/Repair Service of HVAC Equipment and Products. Exceptions to Hourly Labor 15 Rate Section ll: Installation and Repair Service - Coefficient for Standard Hours of Detailed Information on Hourly Installation/Repair Service of HVAC 16 Labor Rate Equipment and Products - RSMeans Cost Data from the Total INCL OP column (most current edition). Exceptions to Hourly Labor 16 Rate 631-20 - Page 3 Line # Type Line Description Carrier Enterprise, LLC Section II: Installation and Repair Service - Coefficient for Non -Standard Hours of Detailed Information on Hourly Installation/Repair Service of HVAC 17 Labor Rate Equipment and Products - RSMeans Cost Data from the Total INCL OP column (most current edition). Exceptions to Hourly Labor 17 Rate 631-20 - Page 4 ® Exhibit B Board PvCdoperativeftrchasing P.O. Box 400 Austin, TX 78767-0496 800.695.2919 / 512.467.0222 / Fax: 800.211.5454 buyboard. com October 22, 2020 Sent Via Email: leon.tates@carrierenterprise.com Leon Tates Carrier Enterprise 16230 Port Northwest Houston, TX 77041 Welcome to BuyBoard! Re: Notice of The Local Government Purchasing Cooperative Award Proposal Name and Number: HVAC Equipment, Supplies, and Installation of HVAC Equipment, Proposal No. 631-20 Congratulations, The Local Government Purchasing Cooperative (Cooperative) has awarded your company a BuyBoard® contract based on the above -referenced Proposal. The contract is effective 12/1/2020 through 11/30/2021, 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. 631-20 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. 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 • m—L The Local Government Purchasing Cooperative is endorsed by the Texas Association of School Boards. T :Q: Tca Texas Municipal League, Texas Association of Counties, and the Texas Association of School Administrators. Board© Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 , PH: 800-695-2919 ' FAX: 800-211-5454 • buvboard.com PROPOSERrS AGREEMENT AND SIGNATURE Proposal Name: HVAC Equipment, Supplies, and Installation of HVAC Equipment Proposal Number: 631-20 Contract Time Period: December 1, 2020 through November 30, 2021 with two (2) possible one-year renewals. Name of Proposing Company vva3-o 'VD�� ND��-h �►-�s� Street Address City, State, Zip 5�_-�LR-w3� Telephone Number of Authorized Company Official Fax Number of Authorized Company Official Proposal Due Date/Opening Date and Time: July 14, 2020 at 4:00 PM Location of Proposal Opening: Texas Association of School Boards, Inc. BuyBoard Department 12007 Research Blvd. Austin, TX 78759 Anticipated Cooperative Board Meeting Date: October 2020 Date 7 Z� ignature of Authorized Co iza y Official L-e-c n �T�-ttS Printed Name of Authorized Company Official zl�- 1MWUVeSa1-c Position or Title of Authorized Company Official oc0- is-(9 1 Federal ID Number Page 10 of 66 Proposal Forms CONST v.01.07.2020 B �na O Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 . FAX: 800-211-5454 ' buvboard.com VENDOR CONTACT INFORMATION Name of Company: CrnY rl-cr Cii-" P( \ S-- Vendor Proposal/Contract Contact Name: Le,,c n __P-it S Vendor Proposal/Contract Contact E-mail Address: l-P-fJ ria 62� COZY. ��ltir fi �� I Sc Vendor Contact Mailing Address for Proposal/Contract Notices: \k0�-5k-z�n , Tl( --�104k Company Website: Y \ i1� ��-� 7'� 1 n (%b YY'\ Purchase Orders: All purchase orders from Cooperative members will be available through the Internet. Vendors need Internet access and at least one e-mail address so that notification of new orders can be sent to the Internet contact when a new purchase order arrives. An information guide will be provided to vendors to assist them with retrieving their orders. Please select options below for receipt of purchase orders and provide the requested information: [� I will use the internet to receive purchase orders at the following address: Purchase Order E-mail Address: Purchase Order Contact: �� '� Phone: Alternate Purchase Order E-mail Address: ta ,Yr ifn_�(ATY tSc -Ur Alternate Purchase Order Contact: Phone: ❑ Purchase orders may be received by the Designated Dealer(s) identified on my company's Dealer Designation form as provided to the Cooperative administrator. I understand that my company shall remain responsible for the Contract and the performance of all Designated Dealers under and in accordance with the Contract. Request for Quotes ("RFO"): Cooperative members will send RFQs to you by e-mail. Please provide e-mail addresses for the receipt of RFQs: RFQ E-mail Address: 1 RFQ Contact: _IQ`-tts Phone: --141— i Alternate RFQ E-mail Address: jb��'l �� W1 �� @V \ �r �' k`-� �� ry, Alternate RFQ Contact:D �t� �� \(1 l ` (JL Phone: Page 12 of 66 Proposal Farms CONST v.01.07.2020 hoard© DCouperative Purchasing 12007 Research Boulevard - Austin, Texas 78759-2439 • PH: 800-695-2919 - FAX: 800-211-5454 • buvboard.com Invoices: Your company will be billed monthly for the service fee due under a contract awarded under this Proposal Invitation. All invoices are available on the BuyBoard website and e-mail notifications will be sent when they are ready to be retrieved. Please provide the following address, contact and e-mail information for receipt of service fee invoices and related communications: Please choose only one (1) of the following options for receipt of invoices and provide the requested information: [Service fee invoices and related communications should be provided directly to my company at: Invoice Mailing address: �(Q(q5 f� ?'U+40(J` ` \Pi�_e�� Department: — Ck" e City: l I State: Contact Name: Phone: i Zip Code: �1 b Invoice Fax: ✓ Invoice E-mail Address: ✓ 'V\1►')0y1\_ A . co�r ty ey` "C`r -)( BSc'al Alternative Invoice E-mail Address: t0t-e_S e UY�k ❑ In lieu of my company, I request and authorize all service fee invoices to be provided directly to the following billing agent**: Billing agent Mailing address: City: Billing Agent Contact Name: Billing Agent Fax: State: Billing Agent E-mail Address: Alternative Billing Agent E-mail Address: Department: Zip Code: Phone: ** if Vendor authorizes a b1/11ng agent to recelve and process service fee Involces, In accordance with the General Terms and Condition of the Contract, Vendor speclflcaliy acknowledges and agrees that nothing In that des/gnatlon shall relieve Vendor of Its responslbiilties and obllgattons under the Contract Including, but not limited to, payment of all service fees under any Contract awarded Vendor. Page 13 of 66 Proposal Forms CONST v,01.07.2020 • oard eD Cooperative Purchasing 12007 Research Boulevard . Austin, Texas 78759-2439 • PH: 800-695-2919 • FAX: 800-211-S4S4 • buvboard.com FELONY CONVICTION DISCLOSURE AND DEBARMENT CERTIFICATION FELONY CONVICTION DISCLOSURE Subsection (a) of Section 44.034 of the Texas Education Code (Notification of Criminal History of Contractor) states: "A person or business entity that enters into a contract with a school district must give advance notice to the district if the person or an owner or operator has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony." Section 44.034 further states in Subsection (b): "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." Please check W) one of the following: Vy company is a publicly -held corporation. (Advance notice requirement does not apply to publicly -held corporation.) y company is not owned or operated by anyone who has been convicted of a felony. ❑ My company is owned/operated by the following individual(s) who has/have been convicted of a felony: Name of Felon(s): Details of Conviction(s): By signature below, I certify that the above information is true, complete and accurate and that I am authorized by my company to make this certification. /7 h� Compa Name na re of Aut on o fpany Official Printed Name DEBARMENT CERTIFICATION Neither my company nor an owner or principal of my company has been debarred, suspended or otherwise made ineligible for participation in Federal Assistance programs under Executive Order 12549, "Debarment and Suspension," as described in the Federal Register and Rules and Regulations. Neither my company nor an owner or principal of my company is currently listed on the government -wide exclusions in SAM, debarred, suspended, or otherwise excluded by agencies or declared ineligible under any statutory or regulatory authority. My company agrees to immediately notify the Cooperative and all Cooperative members with pending purchases or seeking to purchase from my company if my company or an owner or principal is later listed on the government -wide exclusions in SAM, or is debarred, suspended, or otherwise excluded by agencies or declared ineligible under any statutory or regulatory authority. By signature below, I certify that the above is true, complete and accurate and that I am authorized by my company to make this certification. Company Signature of Authorized Company Official Printed Name Page 14 of 66 Proposal Forms CONST v.01.07.2020 Board® Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 , PH: 800-695-2919 ' FAX: 800-211-5454 ' buvboard.com RESIDENT/NONRESIDENT CERTIFICATION Chapter 2252, Subchapter A, of the Texas Government Code establishes certain requirements applicable to proposers who are not Texas residents. Under the statute, a "resident" proposer is a person whose principal place of business is in Texas, including a contractor whose ultimate parent company or majority owner has its principal place of business in Texas. A "nonresident" proposer is a person who is not a Texas resident. Please indicate the status of your company as a "resident" proposer or a "nonresident" proposer under these definitions. Please check (,/) one of the following: iI certify that my company is a Resident Proposer. ❑ I certify that my company is a Nonresident Proposer. If your company is a Nonresident Proposer, you must provide the following information for your resident state (the state in which your company's principal place of business is located): Company Name City Address State Zip Code A. Does your resident state require a proposer whose principal place of business is in Texas to under -price proposers whose resident state is the same as yours by a prescribed amount or percentage to receive a comparable contract? ❑ Yes ❑ No B. What is the prescribed amount or percentage? $ or VENDOR EMPLOYMENT CERTIFICATION Section 44.031(b) of the Texas Education Code establishes certain criteria that a school district must consider when determining to whom to award a contract. Among the criteria for certain contracts is whether the vendor or the vendor's ultimate parent or majority owner (i) has its principal place of business in Texas; or (ii) employs at least 500 people in Texas. If neither your company nor the ultimate parent company or majority owner has its principal place of business in Texas, does your company, ultimate parent company, or majority owner employ at least 500 people in Texas? Please check (d) one of the following: E( Yes ❑ No By signature below, I certify that the information in Sections 1 (Resident/Nonresident Certification) and 2 (Vendor Employment Certification) above is true, complete and accurate and that I am authorized by my company to make this certification. �.l Company Name /�- Signature of A nz d Company Official Printed Name Page 15 of 66 Proposal Forms CONST v,01.07.2020 PCooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 ' buvboard.com NO ISRAEL BOYCOTT CERTIFICATION Effective September 1, 2017, as amended effective May 7, 2019 (H.B. 793), a Texas governmental entity may not enter into a contract with a value of $100,000 or more that is to be paid wholly or partly from public funds with a company (excluding a sole proprietorship) that has 10 or more full-time employees for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the contract. (TEx. Gov r CODE Ch. 2270). Accordingly, this certification form is included to the extent required by law. "Boycott Israel" means refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli -controlled territory, but does not include an action made for ordinary business purposes. TEx. Gov`r CODE §808.001(1). By signature below, I certify and verify that Vendor does not boycott Israel and will not boycott Israel during the term of any contract awarded under this Proposal Invitation, thatthis certification is true, complete and accurate, and that I am authorized by my company to make this certification. Ccr,_T el ' pany Name Signat ae of Authorize pany Official Printed Name Note; If Vendor does not wish to make this certification, return the blank form in lieu of completed certification, NO EXCLUDED NATION OR FOREIGN TERRORIST ORGANIZATION CERTIFICATION Effective September 1, 2017, Chapter 2252 of the Texas Government Code provides that a Texas governmental entity may not enter into a contract with a company engaged in active business operations with Sudan, Iran, or a foreign terrorist organization — specifically, any company identified on a list prepared and maintained by the Texas Comptroller under Texas Government Code §§806.051, 807.051, or 2252.153. (A company that the U.S. Government affirmatively declares to be excluded from its federal sanctions regime relating to Sudan, Iran, or any federal sanctions regime relating to a foreign terrorist organization is not subject to the contract prohibition.) By signature below, I certify and verify that Vendor is not on the Texas Comptroller's list identified above; that this certification is true, complete and accurate; and that I am authorized by my company to make this certification. Company Arne - c� Sigh ature of Authorized p y.Offidal Printed Name Page 16 of 66 Proposal Forms CONST v.01.07.2020 oard� Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 ' buvboard.com HISTORICALLY UNDERUTILIZED BUSINESS CERTIFICATION A proposer that has been certified as a Historically Underutilized Business (also known as a Minority/Women Business Enterprise or 'MWBE" and all referred to in this form as a "HUB' is encouraged to indicate its HUB certification status when responding to this Proposal Invitation. The electronic catalogs will indicate HUB certifications for vendors that properly indicate and document their HUB certification on this form. Please check N) all that aooly: ❑ I certify that my company has been certified as a HUB in the following categories: ❑ Minority Owned Business ❑ Women Owned Business ❑ Service -Disabled Veteran Owned Business (veteran defined by 38 U.S.C. §101(2), who has a service -connected disability as defined by 38 U.S.C. § 101(16), and who has a disability rating of 20% or more as determined by the U. S. Department of Veterans Affairs or Department of Defense) Certification Number: Name of Certifying Agency: My company has NOT been certified as a HUB. By signature below, I certify that the above is true, complete and accurate and that I am authorized by my company to make this certification. Company Name ' l cvV-C S Sigr,kture of Authorized Company ofFkial Page 17 of 66 Proposal Forms CONST v,01.07.2020 DUard ooperative Purchasiog 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 . FAX: 800-211-5454 . buyboard.com CONSTRUCTION -RELATED GOODS AND SERVICES AFFIRMATION A contract awarded under this Proposal Invitation covers only the specific goods and services awarded by the BuyBoard. As explained in the BuyBoard Procurement and Construction Related Goods and Services Advisory for Texas Members ("Advisory', Texas law prohibits the procurement of architecture or engineering services through a purchasing cooperative. This BuyBoard contract does not include such services. Architecture or engineering services must be procured by a Cooperative member separately, in accordance with the Professional Services Procurement Act (Chapter 2254 of the Texas Government Code) and other applicable law and local policy. The Advisory, available at buvboard.com/Vendor`Resources.asipx, provides an overview of certain legal requirements that are potentially relevant to a Cooperative member's procurement of construction or construction -related goods and services, including those for projects that may involve or require architecture, engineering or independent testing services. A copy of the Advisory can also be provided upon request. By signature below, the undersigned affirms that Proposer has obtained a copy of the Advisory, has read and understands the Advisory, and is authorized by Proposer to make this affirmation. If Proposer sells construction -related goods or services to a Cooperative member under a BuyBoard contract awarded under this Proposal Invitation, Proposer will comply with the Advisory and applicable legal requirements, make a good faith effort to make its Cooperative member customers or potential Cooperative member customers aware of such requirements, and provide a Cooperative member with a copy of the Advisory before executing a Member Construction Contract with the member or accepting the member's purchase order for construction -related goods or services, whichever comes first. Company ame n SignatLYre'bf Authorized C5 pJny Official Printed Name L/-7 /1-10 Dat Page 16 of 66 Proposal Forms CONST v.01.07.2020 Board® Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 - PH: 800-695-2919 • FAX: 800-211-5454 • buyboard.com DEVIATION AND COMPLIANCE If your company intends to deviate from the General Terms and Conditions, Proposal Specifications or other requirements associated with this Proposal Invitation, you MUST list all such deviations on this form, and provide complete and detailed information regarding the deviations on this form or an attachment to this form. The Cooperative will consider any deviations in its contract award decision, and reserves the right to accept or reject a proposal based upon any submitted deviation. In the absence of any deviation identified and described in accordance with the above, your company must fully comply with the General Terms and Conditions, Proposal Specifications and all other requirements associated with this Proposal Invitation if awarded a contract under this Proposal Invitation. A deviation will not be effective unless accepted by the Cooperative. The Cooperative may, in its sole discretion, seek clarification from and/or communicate with Proposer(s) regarding any submitted deviation, consistent with general procurement principles of fair competition. The Cooperative reserves the right to accept or reject a proposal based upon any submitted deviation. Please check (-V) one of the following: V/NO; Deviations ❑ Yes; Deviations List and fully explain any deviations you are submitting: PLEASE PROVIDE THE FOLLOWING INFORMATION: 1. Shipping Via: Common Carrier ❑ Company Truck ❑ Prepaid and Add to Invoice ❑ Other: 2, Payment Terms: ❑ Net 30 days j111% in 10/Net 30 days ❑ Other: 3. Number of Days for Delivery: L/ ARO 4. Vendor Reference/Quote Number: !� S. State your return policy: �� ; i�1"n�'�� G��t �� b�- �L� `-"' xAJI D nl `r- 4 VEAL e-, . 1 n 1'1'1t-nt 6. Are electronic payments acceptable? [Yes ❑ No 7. Are credit card payments acceptable? Ejyles ❑ No Compa Na e Sl Cure of Authorized Co y O I ial - Printed Name Page 19 of 66 ffo\'t� `-nLc Vb Proposal Forms CONST v.01.07.2020 oard Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 ' buvboard.com LOCATION /AUTHORIZED SELLER LISTINGS If you have more than one location/authorized seller that will service a contract awarded under this Proposal Invitation, please list each location/authorized seller below. If additional sheets are required, please duplicate this form as necessary. NOTE: Awarded Vendors shall remain responsible for all aspects of the Contract, including processing of Purchase Orders, and shall be responsible for the performance of all locations and authorized sellers under and in accordance with the Contract. If you are a product manufacturer and wish to designate Designated Dealers as defined in the General Terms and Conditions to receive Cooperative member Purchase Orders on your behalf, you must complete the Manufacturer Designated Dealer form. Company Name No Ck �l o �r n V\ tt5 Address %�s�o� City State Zip 154 - —11-16 - 1 D:J Phone Number Lm Y-\ Contact Person Company Name Address City State Fax Number Phone Number Fax Number Contact Person Zip Page 20 of 66 Proposal Forms CONST v.01.07.2020 Board Coaperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX; 800-211-5454 ' buvboard.com MANUFACTURER DEALER DESIGNATION If Vendor is a manufacturer that sells products through a dealer network and wishes to designate a dealer or multiple dealers ("Designated Dealers'o to receive Cooperative member Purchase Orders on Vendor's behalf, you must complete this form for each dealer you wish to designate. Regardless of any Designated Dealers submitted by Vendor, Vendor specifically agrees and acknowledges that any such designations are for Vendor's convenience only and shall not, if Vendor is awarded a Contract, relieve Vendor of any obligations under the Contract, including payment of Cooperative service fees on all Purchase Orders submitted to Vendor or any Designated Dealer. In accordance with the General Terms and Conditions, an awarded Vendor shall remain responsible and liable for all of its obligations under the Contract and the performance of both Vendor and any of Vendor's Designated Dealers under and in accordance with the Contract and remain subject to all remedies for default thereunder, including, but not limited to suspension and termination of Vendor's Contract for nonpayment of service fees. If awarded, Vendor authorizes the Cooperative, in its sole discretion, to list any Vendor Designated Dealers in the BuyBoard system and to receive Purchase Orders directly from Cooperative members on behalf of Vendor. To the extent a Vendor with Designated Dealers receives a Purchase Order directly, it shall be the responsibility of Vendor to appropriately process such Purchase Order in accordance with the Contract, including but not limited to timely forwarding such Purchase Order to a Designated Dealer for processing. The Cooperative reserves the right, in its sole discretion, to refuse addition of, or request removal of, any Designated Dealer, and Vendor agrees to immediately require such Designated Dealer to cease accepting Purchase Orders or otherwise acting on Vendor's behalf under the Contract. Further, the Cooperative's administrator shall be authorized to remove or suspend any or all Designated Dealers from the BuyBoard at any time in its sole discretion. If you wish to designate a dealer to service a contract awarded under this Proposal Invitation, please list the Designated Dealer below and have this form signed by an official of your company authorized to make such designation. If you wish to designate multiple dealers, please duplicate this form as necessary. Designated Dealer Name Designated Dealer Address City St`� t Zip Phone Number � Fax Number Email address Designated Dealer Contact Person U Your Company Name Designated Dealer Tax ID Number* (*attach W-9) ture zed Corn Page 21 of 66 Proposal Forms CONST v.01.07.2020 Boar Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 • FAX: 800-211-5454 • uuvboard.com TEXAS REGIONAL SERVICE DESIGNATION The Cooperative (referred to as "Texas Cooperative" in this form and in the State Service Designation form) offers vendors the opportunity to service its members throughout the entire State of Texas. If you do not plan to service all Texas Cooperative members statewide, you must indicate the specific regions you will service on this form. If you propose to serve different regions for different products or services Included in your proposal, you must complete and submit a separate Texas Regional Service Designation form for each group of products and clearly Indicate the products or services to which the designation applies in the space provided at the end of this form. By designating a region orregions, you are cert/fying that you are authorized and willing to provide the proposed products and services In those regions. Designating regions In which you are either unable or unwllling to provide the specified products and services shall be grounds for either rejection of your proposal or, if awarded, termination of your Contract. Additionally, if you do not plan to service Texas Cooperative members (i.e., if you will service only states other than Texas), you must so indicate on this form. Printed Name Regional Education Service Centers 9 I will service Texas Cooperative members statewide. ❑ I will not service Texas Cooperative members statewide. I will only service members in the regions checked below: Re igh and Headcivarters Edinburg �2 Corpus Christi (� Victoria Houston Beaumont Huntsville Kilgore ' Mount Pleasant .Eff 99 Wichita Falls Richardson U�1 Fort Worth LJ� Waco l� 3 Austin Abilene ��1.4 San Angelo Amarillo �6 7 Lubbock ( t Midland EI Paso 420 San Antonio ❑ I will not service members of the Texas Cooperative. Page 22 of 66 Proposal Forms CONST v.01.07.2020 ard® W ooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 • FAX: 800-211-5454 • buvboard.com If this Texas Regional Service Designation form applies to only one or some of the products and services proposed by Vendor, list the products and services to which this form applies here: Page 23 of 66 Proposal Forms CONST v.01.07.2020 ,oar® Caaperafive Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 , PH: 800-695-2919 ' FAX: 800-211-5454 ' buVboard.com STATE SERVICE DESIGNATION The Cooperative offers vendors the opportunity to service other governmental entities in the United States, including intergovernmental purchasing cooperatives such as the National Purchasing Cooperative BuyBoard. You must complete this form if you plan to service the entire United States, or will service only the specific states indicated. (Note: If you plan to service Texas Cooperative members, be sure that you complete the Texas Regional Service Desianation form.) If you serve different states for different products or services Included In your proposal, you must complete and submit a separate State Service Designation form for each group of products and clearly Indicate the products or services to which the designation applies in the space provided at the end of this form. By designating a state or states, you are certifying that you are authorized and willing to provide the proposed products and services In those states Designating states In which you are either unable or unw1111ng to provide the specified products and services shall be grounds for either rejection of your proposal or, If awarded, termination of your Contract. Please check (-/) all that apply: ❑ I will service all states in the United States. will not service all states in the United States. I will service only the states checked below: Alabama Alaska ❑ Nebraska Arizona ❑ Nevada Arkansas ❑ New Hampshire California (Public Contract Code 20118 & 20652) ❑ New Jersey Colorado ❑ New Mexico Connecticut ❑ New York Delaware ❑ North Carolina District of Columbia ❑ North Dakota Florida ❑ Ohio Georgia ❑ Oklahoma Hawaii ❑ Oregon Idaho ❑ Pennsylvania Illinois ❑ Rhode Island Indiana ❑ South Carolina Iowa ❑ South Dakota Kansas ❑ nessee Kentucky lvl Texas Louisiana ❑ Utah Maine ❑ Vermont Maryland ❑ Virginia Massachusetts ❑ Washington Michigan ❑ West Virginia Minnesota ❑ Wisconsin Mississippi ❑ Wyoming Missouri Montana Page 24 of 66 Proposal Forms CONST v.01.07.2020 ard� F aoperativa Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ` FAX: 800-211-5454 ' buyboard.com This form will be used to ensure that you can service other governmental entities throughout the United States as indicated. Your signature below confirms that you understand your service commitments during the term of a contract awarded under this proposal. Company Name Signature of Authorized r)any Official Printed Name If this State Service Designation form applies to only one or some of the products and services proposed by Vendor, list the products and services to which this form applies here: CVO Page 25 of 66 Proposal Forms CONST v,01.07.2020 Foard Cooperative Purchasing 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 , FAX: 800-211-5454 ' buvboard.com NATIONAL PURCHASING COOPERATIVE VENDOR AWARD AGREEMENT In accordance with the Terms and Conditions associated with this Proposal Invitation, a contract awarded under this Proposal Invitation may be "piggy -backed" by another governmental entity. The National Purchasing Cooperative is an intergovernmental purchasing cooperative formed by certain school districts outside of Texas to serve its members throughout the United States. If you agree to be considered for a piggy -back award by the National Purchasing Cooperative, you agree to the following terms and agree to serve National Purchasing Cooperative members in the states you have indicated on the State Service Designation form, in your Proposal. By signing this form, Proposer (referred to in this Agreement as "Vendor") agrees as follows: 1. Vendor acknowledges that if The Local Government Purchasing Cooperative ("Texas Cooperative's awards Vendor a contract under this Proposal Invitation ("Underlying Award', the National Purchasing Cooperative ("National Cooperative') may - but is not required to - "piggy -back" on or re -award all or a portion of that Underlying Award ("Piggy -Back Award'. By signing this National Cooperative Vendor Award Agreement (Agreement'�, Vendor accepts and agrees to be bound by any such Piggy -Back Award as provided for herein. 2. In the event National Cooperative awards Vendor a Piggy -Back Award, the National Cooperative Administrator ("BuyBoard Administrator') will notify Vendor in writing of such Piggy -Back Award, which award shall commence on the effective date stated in the Notice and end on the expiration date of the Underlying Award, subject to annual renewals as authorized in writing by the BuyBoard Administrator. Vendor agrees that no further signature or other action is required of Vendor in order for the Piggy -Back Award and this Agreement to be binding upon Vendor. Vendor further agrees that no interlineations or changes to this Agreement by Vendor will be binding on National Cooperative, unless such changes are agreed to by its BuyBoard Administrator in writing. 3. Vendor agrees that it shall offer its goods and services to National Cooperative members at the same unit pricing and same general terms and conditions, subject to applicable state laws in the state of purchase, as required by the Underlying Award. However, nothing in this Agreement prevents Vendor from offering National Cooperative members better (i.e., lower) competitive pricing and more favorable terms and conditions than those in the Underlying Award. 4. Vendor hereby agrees and confirms that it will serve those states it has designated on the State Service Designation Form of this Proposal Invitation. Any changes to the states designated on the State Service Designation Form must be approved in writing by the BuyBoard Administrator. 5. Vendor agrees to pay National Cooperative the service fee provided for in the Underlying Award based on the amount of purchases generated from National Cooperative members through the Piggy -Back Award. Vendor shall remit payment to National Cooperative on such schedule as it specifies (which shall not be more often than monthly). Further, upon request, Vendor shall provide National Cooperative with copies of all purchase orders generated from National Cooperative members for purposes of reviewing and verifying purchase activity. Vendor further agrees that National Cooperative shall have the right, upon reasonable written notice, to review Vendor's records pertaining to purchases made by National Cooperative members in order to verify the accuracy of service fees. 6. Vendor agrees that the Underlying Award, including its General Terms and Conditions, are adopted by reference to the fullest extent such provisions can reasonably apply to the post-proposal/contract award phase. The rights and responsibilities that would ordinarily inure to the Texas Cooperative pursuant to the Underlying Award shall inure to National Cooperative; and, conversely, the rights and responsibilities that would ordinarily inure to Vendor in the Underlying Award shall inure to Vendor in this Agreement. Vendor recognizes and agrees that Vendor and National Cooperative are the only parties to this Agreement, and that nothing in this Agreement has application to other third parties, including the Texas Cooperative. In the event of conflict between this Agreement and the terms of the Underlying Award, the terms of this Agreement shall control, and then only to the extent necessary to reconcile the conflict. Proposal Forms CONST v.01.07.2020 Page 26 of 66 oard� Cooperative Purchasing 12007 Research Boulevard . Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 ' buvboard.com 7. This Agreement shall be governed and construed in accordance with the laws of the State of Rhode Island and venue for any dispute shall lie in the federal district court of Alexandria, Virginia, 8. Vendor acknowledges and agrees that the award of a Piggy -Back Award is within the sole discretion of National Cooperative, and that this Agreement does not take effect unless and until National Cooperative awards Vendor a Piggy -Back Award and the BuyBoard Administrator notifies Vendor in writing of such Piggy -Back Award as provided for herein. WHEREFORE, by signing below Vendor agrees to the foregoing and warrants that it has the authority to enter into this Agreement. bx Y i-cc 1 ;3) - a0 Name of Ye dor Proposal Invitation Number Sign Authorized oany Official Printed Name of Authorized Company Official �I�IaG Date Proposal Forms CONST v.01.07.2020 Page 27 of 66 Board Cooperative Purchasing 12007 Research Boulevard , Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 , buvboard.com FEDERAL AND STATE/PURCHASING COOPERATIVE EXPERIENCE The Cooperative strives to provide its members with the best services and products at the best prices available from vendors with the technical resources and ability to serve Cooperative members. Please respond to the following questions. 1. Provide the dollar value of sales to or through purchasing cooperatives at or based on an established catalog or market price during tthh previous 12-month period or the last fiscal year: $ J L i%� (The period of the 12 month period is �` L? 2 ` In the event that a dollar value is not an appropriate measure of the sales, provide and describe your own measure of the sales of the item(s). 2. By submitting a proposal, you agree that, based on your written discounting policies, the discounts you offer the Cooperative are equal to or better than the best price you offer other purchasing cooperatives for the same items under equivalent circumstances. 3. Provide the information requested below for other purchasing cooperatives for which Proposer currently serves, or in the past has served, as an awarded vendor. Rows should be added to accommodate as many purchasing cooperatives as required. GROUPCURRENT PURCHASING 1. Federal General Services Administration VENDOR? FORMER VENDOR (Y/N)? — IF LIST YEARS VENDOR AWARDED COMMODITY •. 2. T-PASS (State of Texas) 3. OMNIA Partners 4. Sourcewell (NJPA) 5. E&I Cooperative 6. Houston -Galveston Area Council (HGAC) 7. Choice Partners S. The Intedocal Purchasing System (TIPS) 9. Other ❑ MY COMPANY DOES NOT CURRENTLY HAVE ANY OF THE ABOVE OR SIMILAR TYPE CONTRACTS. CURRENT BUYBOARD VENDORS If you are a current BuyBoard vendor in the same contract category as proposed in this Proposal Invitation, indicate the discount for your current BuyBoard contract and the proposed discount in this Proposal. Explain any difference between your current and proposed discounts. i''j rU1 y7 Current Discount (%): 5 Gin Proposed Discount (%), S Explanation: Proposal Forms CONST v.01.07.2020 Page 28 of 66 Board Cooperaflve Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX; 800-211-5454 ' buvboard.com By signature below, I certify that the above is true, complete and accurate and that I am authorized by my company to make this certification. Compaliv Name �1 i`gnature of Author e Company Official Page 29 of 66 b�pwv' `�S Printed Name Proposal Forms CONST v.01.07.2020 Bard® Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 • FAX: 800-211-5454 • buyboard.com GOVERNMENTAL REFERENCES For your Proposal to be considered, you must supply a minimum of five (5) individual governmental entity references. The Cooperative may contact any and all references provided as part of the Proposal evaluation. Provide the information requested below, including the existing price/discounts you offer each customer. The Cooperative may determine whether prices/discounts are fair and reasonable by comparing prices/discounts stated in your Proposal with the prices/discounts you offer other governmental customers. Attach additional pages if necessary. Quantity/ Entity Name Contact Phone# Email Address Discount Volume 1.0 .�\l Z o l O t� " 2. �o�k' fiMn : nnk p-cjr, .aYvt �� A)�sfin� 116-6lQ-�LAI kb n�l,o lt�o 3. t Jl r�c\G � fYJl'% L O i1,'n� i �1� ' '' - 5°I 5 °1'� l 00 Y) 4. 1� C { °13b -'-A3i - �&v5 n "i o 1() o k4, 5. ��rJ CU'LkalN -1Vb -�i0�51+ Do you ever modify your written policies or standard governmenal sales practices as identified in the above chart to give better discounts (lower prices) than indicated? YES ❑ NO [2' If YES, please explain: By signature below, I certify that the above is true and correct and that I am authorized by my company to make this certification. C %rr N- tr {--n-�tr p c Comps'py,,N a m e Si nature of u horize Com Offi al� L-;U n IkAts Printed Name Proposal Forms CONSf v.01.07.2020 Page 30 of 66 W Board© Cooperative Purchasing 12007 Research Boulevard , Austin, Texas 78759-2439 , PH: 800-695-2919 • FAX: 800-211-5454 , buvboard.com MARKETING STRATEGY For your Proposal to be considered, you must submit the Marketing Strategy you will use if the Cooperative accepts all or part of your Proposal. (Example: Explain how, your company wlll initially inform cooperative members of your BuyBoard contract, and how you will continue to support the BuyBoard for the duration of the contract period.) Attach additional pages if necessary. Company Sianature of Authorized Printed Name Proposal Forms CONST v.01.07,2020 Page 31 of 66 oar® Cooperative Purchasing 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 , FAX: 800-211-5454 ' buyboard.com CONFIDENTIAL/ PROPRIETARY INFORMATION A. Public Disclosure Laws All Proposals, forms, documentation, or other materials submitted by Vendor to the Cooperative in response to this Proposal Invitation, including catalogs and pricelists, may be subject to the disclosure requirements of the Texas Public Information Act (Texas Government Code chapter 552.001, et, seq.) or similar disclosure law. Proposer must clearly identify on this form any information in its Proposal (including forms, documentation, or other materials submitted with the Proposal) that Proposer considers proprietary or confidential. If Proposer fails to properly identify the information, the Cooperative shall have no obligation to notify Vendor or seek protection of such information from public disclosure should a member of the public or other third party request access to the information under the Texas Public Information Act or similar disclosure law. Proposer will be notified of any third party request for information in a Proposal that Proposer has identified in this form as proprietary or confidential. Does your Proposal (including forms, documentation, or other materials submitted with the Proposal) contain information which Vendor considers proprietary or confidential? Please check M one of the followino: NO, I certify that none of the information included with this Proposal is considered confidential or proprietary. EfYES, I certify that this Proposal contains information considered confidential or proprietary and all such information is specifically identified on this form. If you responded "YES", you must identify below the specific information you consider confidential or proprietary. List each page number, form number, or other information sufficient to make the information readily identifiable. The Cooperative and its Administrator will not be responsible for a Proposer's failure to clearly identify information considered confidential or proprietary. Further, by submitting a Proposal, Proposer acknowledges that the Cooperative and its Administrator will disclose information when required by law, even if such information has been identified herein as information the vendor considers confidential or proprietary. Confidential / Proprietary Information: (Attach additional sheets ff needed.) Proposal Forms CONST v.01.07.2020 Page 32 of 66 Board Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 • FAX: 800-211-5454 • buyboard.com B. Copyright Information Does your Proposal (including forms, documentation, or other materials submitted with the Proposal) contain copyright information? Please check f Jl one of the following: NO, Proposal (including forms, documentation, or other materials submitted with the Proposal) does not contain copyright information. ❑ YES, Proposal (including forms, documentation, or other materials submitted with the Proposal) does contain copyright information. If you responded "YES", identify below the specific documents or pages containing copyright information. Copyright Information: (Attach additional sheets if needed.) C. Consent to Release Confidential/ProprietarviCopyright Information to BuyBoard Members BuyBoard members (Cooperative and nonprofit members) seeking to make purchases through the BuyBoard may wish to view information included in the Proposals of awarded Vendors. If you identified information on this form as confidential, proprietary, or subject to copyright, and you are awarded a BuyBoard contract, your acceptance of the BuyBoard contract award constitutes your consent to the disclosure of such information to BuyBoard members, including posting of such information on the secure BuyBoard website for members. Note: Neither the Cooperative nor its Administrator will be responsible for the use or distribution of information by BuyBoard members or any other party. D. Consent to Release Proposal Tabulation Notwithstanding anything in this Confidential/Proprietary Information form to the contrary, by submitting a Proposal, Vendor consents and agrees that, upon Contract award, the Cooperative may publically release, including posting on the public BuyBoard website, a copy of the proposal tabulation for the Contract including Vendor name; proposed catalog/pricelist name(s); proposed percentage discount(s), hourly labor rate(s), or other specified pricing; and Vendor award or non -award information. By signature below, I certify that the information in this form is true, complete, and accurate and that I am authorized by my company to make this certification and all consents and agreements contained herein. Cclrrt�� E►'�'c{-�1�t � Compa y ame Si j ature of Aut zed mp ny Official ILA n --Tets Printed Name k dlab _ Date Proposal Forms CONSr v.01.07.2020 Page 33 of 66 ara Cooperative Purchasing 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 , FAX: 800-211-5454 • buvboard.com VENDOR BUSINESS NAME By submitting a Proposal, Proposer is seeking to enter into a legal contract with the Cooperative. As such, a Proposer must be an individual or legal business entity capable of entering into a binding contract. Proposers, must completely and accurately provide the information requested below or your Proposal may be deemed non -responsive. Name of Proposing Company: (List the legal name of the company seeking to contract with the Cooperative. Do NOT list an assumed name, dba, aka, etc. here. Such information may be provided below. Ifyou aresubmitting a jointproposal with another entity to provide the same proposed goods orservices, each submitting entityshould complete a separate vendor information form. Separately operating legal business entities, even if affiliated entities, which propose to provide goods or services separately must submit their own Proposals ) Please check (•d) one of the following: Type of Business: Individual/Sole Proprietor Corporation Limited Liability Company Partnership Other If other, identify State of Incorporation (if applicable): L� Federal Employer Identification Number: (Vendor must include a completed IRS W-9 form with their proposal) List the Name(s) by which Vendor, if awarded, wishes to be identified on the BuyBoard: (Note: Ifdit,-arentihan the Name ofproposing Company listed above, only valid trade names (dba, aka, etc.) of the Proposing Company maybe used and a copy of your Assumed Name Certificate(s), if applicable, must be attached.) Proposal Forms CONST v.01.07.2020 Page 34 of 66 Request for Taxpayer Give Form to the Fo m Y!1 Identification Number and Certification requester. Do not (Rev.O send to the IRS, Department of the Treasury internal Revenue Service Go to www.irs.gov/FormW9 for instructions and the latest information. t Name (as shown on your income tax return). Name is required on this tine; do not leave this line blank. Carrier Enterprise LLC 2 Business name/disregarded entity name, if different horn above 3 Check appropriate box for federal tax classification of the person whose name is entered on line /. Check only one of the 4 Exemptions (codes apply only to mfollowing seven boxes. certain entities, not individuals; see n 0o' ❑ Indmdual/sole proprietor or ❑ C Corporation [IS Corporation ElPartnership ❑ Trust/estate, mstructions on page 31: o c single -member LLC Exempt payee code (A any) a Z� � Q Limited liability company. Enter the tax classification (GC corporation, S=S corporation, P=Partnership) ► `o Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do hot check Exemption from FATCA reporting 'C LLC if the LLC is classified as a single -member LLC that is disregarded from the owner unless the owner of the LLC is federal tax Otherwise, a smgle-member LLC that code lif arty) a o C another LLC that is not disregarded from the owner for U.S. purposes. is disregarded from the owner should check the appropriate box for the tax classification of its owner. o ❑ Other (see instructions) ► o' of 5 Address (number, street, and apt. or suite no.) See instructions. Requester's tame and address (optional) N 1401 Erie Boulevard East, Suite 2 6 City, state, and ZIP code Syracuse, NY 13210 7 List account number(s) here (optional) Taxpayer Identification Number IN Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid I 8oclai security number - m _ backup withholding. For individuals, this is generally your st security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see thea instructions for Part I, later. For other —.,i— i— numhar (FIN1. If you do not have a number, see How to qet a TIN, later. Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter. 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. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been noted 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. 1 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 ratified 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 for Part II, later. =rl I Signature of Here V.S.person► General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/F`ormW9. 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 (EIM, 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) Date► / // /a0.20 • 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 parry network transactions) • 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 it you are a U.S. person (including a resident alien), to provide your correct TIN. It you do not return Form W-9 to the requester with a 77N, you might be subject to backup withholding. See What is backup withholding, later, Cat. No. 10231X Form W-9 (Rev. 10-2018) s BQard® Cooperative Purchasing 12007 Research Boulevard " Austin, Texas 78759-2439 * PH: 800-695-2919 ' FAX: 800-211-5454 • buyboard.com EDGAR VENDOR CERTIFICATION (2 CFR Part 200 and Appendix II) When a Cooperative member seeks to procure goods and services using funds under a federal grant or contract, specific federal laws, regulations, and requirements may apply in addition to those under state law. This includes, but is not limited to, the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 CFR 200 (sometimes referred to as the "Uniform Guidance" or new "EDGAR'�. All Vendors submitting proposals must complete this EDGAR Certification Form regarding Vendor's willingness and ability to comply with certain requirements which maybe applicable to specific Cooperative member purchases using federal grant funds. This completed form will be made available to Cooperative members for their use while considering their purchasing options when using federal grant funds. Cooperative members may also require Vendors to enter into ancillary agreements, in addition to the BuyBoard contract's general terms and conditions, to address the member's specific contractual needs, including contract requirements for a procurement using federal grants or contracts. For each of the Items below, Vendor should certify Vendor's agreement and ability to comply, where applicable, by having Vendor's authorized representative complete and Initial the applicable boxes and sign the acknowledgment at the end of this form. If you fail to complete any item in this form, the Cooperative w111 consider and may list the Vendor's response on the BuyBoard as "NO, n the Vendor Is unable or unwilling to comply. A "NO" response to any of the items may, if applicable, impact the ability of a Cooperative member to purchase from the Vendor using federal funds. 1. Vendor Violation or Breach of Contract Terms: Contracts for more than the Simplified Acquisition Threshold, which is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations Council (Councils) as authorized by 41 USC 1908, must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms, and provide for such sanctions and penalties as appropriate. Provisions regarding Vendor default are included in the BuyBoard General Terms and Conditions, including Section E.18, Remedies for Default and Termination of Contract. Any Contract award will be subject to such BuyBoard General Terms and Conditions, as well as any additional terms and conditions in any Purchase Order, Cooperative member ancillary contract, or Member Construction Contract agreed upon by Vendor and the Cooperative member which must be consistent with and protect the Cooperative member at least to the same extent as the BuyBoard Terms and Conditions. The remedies under the Contract are in addition to any other remedies that may be available under law or in equity. By submitting a Proposal, you agree to these Vendor violation and breach of contract terms. 2. Termination for Cause or Convenience: For any Cooperative member purchase or contract in excess of $10,000 made using federal funds, you agree that the following term and condition shall apply: The Cooperative member may terminate or cancel any purchase order under this Contract at any time, with or without cause, by providing seven (7) business days advance written notice to the Vendor. If this Agreement is terminated in accordance with this Paragraph, the Cooperative member shall only be required to pay Vendor for goods or services delivered to the Cooperative member prior to the termination and not otherwise returned in accordance with Vendors return policy. If the Cooperative member has paid Vendor for goods or services not yet provided as of the date of termination, Vendor shall immediately refund such payment(s). If an alternate provision for termination of a Cooperative member purchase for cause and convenience, including the manner by which it will be effected and the basis for settlement, is included in the Cooperative member's purchase order, ancillary agreement, or Member Construction Contract agreed to by the Vendor, the Cooperative member's provision shall control. Proposal Forms CONST v.01.07.2020 Page 35 of 66 Board Cooperative Purchasing 12007 Research Boulevard " Austin, Texas 78759-2439 , PH: 800-695-2919 ' FAX: 800-211-5454 ' buvboard,com 3. Equal Employment opportunity: Except as otherwise provided under 41 CFR Part 60, all Cooperative member purchases or contracts that meet the definition of "federally assisted construction contract in 41 CFR Part 60-1.3 shall be deemed to include the equal opportunity clause provided under 41 CFR 60-1.4(b), in accordance with Executive Order 11246, "Equal Employment Opportunity" (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, "Amending Executive Order 11246 Relating to Equal Employment Opportunity, and implementing regulations at 41 CFR Part 60, "Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor." The equal opportunity clause provided under 41 CFR 60-1.4(b) is hereby incorporated by reference. Vendor agrees that such provision applies to any Cooperative member purchase or contract that meets the definition of "federally assisted construction contract" in 41 CFR Part 60-1.3 and Vendor agrees that it shall comply with such provision. 4. Davis -Bacon Act: When required by Federal program legislation, Vendor agrees that, for all Cooperative member prime construction contracts/purchases in excess of $2,000, Vendor shall comply with the Davis -Bacon Act (40 USC 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, "Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction'. In accordance with the statute, Vendor is required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determinate made by the Secretary of Labor. In addition, Vendor shall pay wages not less than once a week. Current prevailing wage determinations issued by the Department of Labor are available at wdol.aov, Vendor agrees that, for any purchase to which this requirement applies, the award of the purchase to the Vendor is conditioned upon Vendor's acceptance of the wage determination. Vendor further agrees that it shall also comply with the Copeland "Anti -Kickback" Act (40 USC 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, "Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States'. The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. S. Contract Work Hours and Safety Standards Act: Where applicable, for all Cooperative member contracts or purchases in excess of $100,000 that involve the employment of mechanics or laborers, Vendor agrees to comply with 40 USC 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 USC 3702 of the Act, Vendor is required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 USC 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. 6. Right to Inventions Made Under a Contract or Agreement: If the Cooperative member's Federal award meets the definition of "funding agreement" under 37 CFR 401,2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance or experimental, developmental, or research work under that "funding agreement," the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, "Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements," and any implementing regulations issued by the awarding agency. Vendor agrees to comply with the above requirements when applicable. Proposal Forms CONSTv.01.07.2020 Page 36 of 66 oardo Cooperative Purchasing 12007 Research Boulevard • Austin, Texas 78759-2439 - PH: 800-695-2919 • FAX: 800-211-5454 ' buyboard.com 7. Clean Air Act and Federal Water Pollution Control Act: Clean Air Act (42 USC 7401-7671q.) and the Federal Water Pollution Control Act (33 USC 1251-1387), as amended — Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non -Federal award to agree to comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act (42 USC 7401-7671q.) and the Federal Water Pollution Control Act, as amended (33 USC 1251-1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). When required, Vendor agrees to comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act and the Federal Water Pollution Control Act. S. Debarment and Suspension: Debarment and Suspension (Executive Orders 12549 and 12689) —A contract award (see 2 CFR 180.220) must not be made to parties listed on the government -wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR Part 1966 Comp. p. 189) and 12689 (3 CFR Part 1989 Comp. p. 235), "Debarment and Suspension." SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor certifies that Vendor is not currently listed on the government -wide exclusions in SAM, is not debarred, suspended, or otherwise excluded by agencies or declared ineligible under statutory or regulatory authority other than Executive Order 12549. Vendor further agrees to immediately notify the Cooperative and all Cooperative members with pending purchases or seeking to purchase from Vendor if Vendor is later listed on the government -wide exclusions in SAM, or is debarred, suspended, or otherwise excluded by agencies or declared ineligible under statutory or regulatory authority other than Executive Order 12549. 9. Byrd Anti -Lobbying Amendment: Byrd Anti -Lobbying Amendment (31 USC 1352) -- Vendors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 USC 1352. Each tier must also disclose any lobbying with non -Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non -Federal award. As applicable, Vendor agrees to file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti -Lobbying Amendment (31 USC 1352). 10. Procurement of Recovered Materials: For Cooperative member purchases utilizing Federal funds, Vendor agrees to comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act where applicable and provide such information and certifications as a Cooperative member may require to confirm estimates and otherwise comply. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR Part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery, and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. 11. Profit as a Separate Element of Price: For purchases using federal funds in excess of the Simplified Acquisition Threshold, a Cooperative member may be required to negotiate profit as a separate element of the price. See, 2 CFR 200.323(b). When required by a Cooperative member, Vendor agrees to provide information and negotiate with the Cooperative member regarding profit as a separate element of the price for a particular purchase. However, Vendor agrees that the total price, including profit, charged by Vendor to the Cooperative member shall not exceed the awarded pricing, including any applicable discount, under Vendor's Cooperative Contract. Proposal Forms CONST v.01.07.2020 Page 37 of 66 Board® Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 ' buvboard.corn 12. General Compliance and Cooperation with Cooperative Members: In addition to the foregoing specific requirements, Vendor agrees, in accepting any Purchase Order from a Cooperative member, it shall make a good faith effort to work with Cooperative members to provide such information and to satisfy such requirements as may apply to a particular Cooperative member purchase or purchases including, but not limited to, applicable recordkeeping and record retention requirements. Vendor Certification: YES, I agree or Vendor Certification Item No. NO, I do NOT aqree In' ' 1. Vendor Violation or Breach of Contract Terms 04a" 2. Termination for Cause or Convenience S 3. Equal Employment Opportunity 4. Davis -Bacon Act 5. Contract Work Hours and Safety Standards Act �-S 6. Right to Inventions Made Under a Contract or Agreement �S 7. Clean Air Act and Federal Water Pollution Control Act 8. Debarment and Suspension e 9. Byrd Anti -Lobbying Amendment 10, Procurement of Recovered Materials -Q_ 11. Profit as a Separate Element of Price 12. General Compliance and Cooperation with Cooperative Members By signature below, I certify that the information in this form is true, complete, and accurate and that I am authorized by my company to make this certification and all consents and agreements contained herein. way 1 �� ' �✓, �-�—� _ Cb<npany Nanp6" V21 Signaffre of Authorized-CoW',a-ny OfFiclal— Printed Name Proposal Forms CONST v.01.07.2020 Page 38 of 66 s oard® wooperative PLrchasing 12007 Research Boulevard . Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 ' buvboard.com PROPOSAL INVITATION QUESTIONNAIRE The Cooperative will use your responses to the questions below in evaluating your Proposal and technical and financial resources to provide the goods and perform the services ("Work' under the BuyBoard contract contemplated by this Proposal Invitation ("Contract'. Proposers must fully answer each question, numbering your responses to correspond to the questions/numbers below. Proposers must complete below or attach your responses to this questionnaire, sign where indicated below, and submit the signed questionnaire and your responses to all questions in one document with your Proposal. You must submit the signed questionnaire and responses with your Proposal or the Proposal will not be considered. 1. List the number of years Proposer has been in business and former business names (if applicable). Note whether your company is currently for sale or involved in any transaction that would significantly alter its business or result in acquisition by another entity. W U& CLY� 2. Describe Proposer's direct experience (not as a subcontractor) performing the work proposed under this contract. Include a brief description of the projects you have completed for Texas governmental entities in the last 5 years, and include for each the project name, scope, value, and date, and the name of the procuring government entity and entity contact person. Identify the contracts that best represent Proposer's capabilities relative to this contract. c7`K�1i X��Slti(' t`� (J. aiCk Yt� ��}i1}Cj � �rV�/}1(4/1 1S a-c �. 3. Describe the resources Proposer has to manage staff and successfully perform the Work contemplated under this Contract. State the number and summarize the experience of company personnel who may be utilized for the Work, including those who will be available to Cooperative members for assistance with project development, technical issues, and product selection for Work associated with this Contract. b v W A" 0) 1-, cth v�t -� UY\ Yn C Proposal Forms CONSr v.01.07.2020 Page 39 of 66 A p Board® Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 ' PH: 800-695-2919 ' FAX: 800-211-5454 • buvboard.com 4. The Contract does not include architectural or engineering services, which must be procured separately, outside of the Cooperative, in accordance with Chapter 2254 of the Texas Government Code (Professional Services Procurement Act). If you are performing work under the contract on a project that requires the services of an architect or professional engineer, how will you work with a Cooperative member and its designated architect or engineer with respect to services that must be procured outside the contract? 'I ckv t c # 0'. Ilf. Sf_Kyi Lts -�t his - 5. Describe the tasks and functions that can be completed by Proposer in-house without the use of a subcontractor or other third party. A 0,ugpt(I'n & Y\ J !` f_ _ � SRJ,(,�� ' Ut-C� (, -" , < l(-� �1��G 1 i�� Ck, N fit, 6. Describe Proposer's financial capability to perform the Contract. State or describe the firm's financial strength and rating, bonding capacity, and insurance coverage limits. State whether the firm, or any of the firm's past or present owners, principal shareholders or stockholders, or officers, have been a debtor party to a bankruptcy, receivership, or insolvency proceeding in the last 7 years, and identify any such debtor party by name and relationship to or position with your firm. 7. Does your company have any outstanding financial judgments and/or is it currently in default on any loan or financing agrreeement? If so, provide detailed information on the nature of such items and prospects for resolution. Proposal Forms CONS? v.01.07.2020 Page 40 of 66 Board Cooperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 ' buvboard.com 8. List all contracts, if any, in the last 10 years on which Proposer has defaulted, failed to complete or deliver the work, or that have been terminated for any reason. Include any contract for which the surety was notified of a potential claim in regards to a payment or performance bond. For each such contract, provide the project name, scope, value and date and the name of the procuring entity. Fully explain the circumstances of the default, notice to surety, failure to complete or deliver the work, or termination. nv n-C 9. List all litigation or other legal proceedings (including arbitration proceedings and/or claims filed with a surety in regards to a payment or performance bond), if any, in the last 10 years brought against your firm, or any of the firm's past or present owners, principal shareholders or stockholders, officers, agents or employees, that relates to or arises from a contract similar to this Contract or the work contemplated under this Contract. Provide the style of the lawsuit or proceeding (name of parties and court or tribunal in which filed), if applicable, nature of the claim, and resolution or current status. nb\-)t, 10. Describe in detail the quality control system Proposer will use, including third party auditing certification, to support the long-term performance and structural strength of the products to be used in a project under the Contract. C61-< Y-� cc Cfl Y1 Cluj V+✓�L1 � � L� Q � � 11< .� � .� Yt'�YC � t �`1 Cc)��—�4 �� J l 11. If the work will require Proposer to tender performance or payment bonds, provide the name of the bonding company or surety that will issue such bonds. n CK Proposal Forms CON57 v.01.07.2020 Page 41 of 66 Board Coaperative Purchasing 12007 Research Boulevard ' Austin, Texas 78759-2439 - PH: 800-695-2919 ' FAX: 800-211-5454 ' buvboard.com 12. Describe in detail all documented safety issues, if any, that have involved Proposer in the last three (3) years related to the type of work contemplated under this contract. Provide a 3-year history of your firm's workers compensation � e�x1pner�nce modifier. By signature below, I certify that the information contained in and/or attached to this Proposal Invitation Questionnaire in response to the above questions is true and correct and that I am authorized by my company to make this certification. Company Ns-1M Sig ture of Authorized Com ny Offi ' I 1 Proposal Forms CONST v.01.07.2020 Page 42 of 66 PFBard® Cooperative Purchasing 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 ' buvboard.corn REQUIRED FORDS CHECKLIST (Please check (d) the following) Completed: Proposer's Agreement and Signature Completed: Vendor Contact Information Completed: Felony Conviction Disclosure and Debarment Certification [*� Completed: Resident/Nonresident Certification Completed: No Israel Boycott Certification [✓f Completed: No Excluded Nation or Foreign Terrorist Organization Certification Completed: Historically Underutilized Business (HUB) Certification) [� Completed: Construction Related Goods and Services Affirmation Completed: Deviation/Compliance Completed: Location/Authorized Seller Listings Completed: Manufacturer Dealer Designation Completed: Texas Regional Service Designation Comoleted: State Service Designation VCompleted: National Purchasing Cooperative Vendor Award Agreement Completed: Federal and State/Purchasing Cooperative Experience Completed: Governmental References Comoleted: Marketing Strategy 12/ Completed: Confidential/Proprietary Information D/ Comoleted: Vendor Business Name with IRS Form W-9 [� Comoleted: EDGAR Vendor Certification [ Comoleted: Proposal Invitation Questionnaire Comoleted: Proposal Specifications (Discount (%) off Catalog/Pricelist and/or other required pricing information including Catalogs/Pricelists (or no bid response) must be submitted with proposal response or response will not be considered.), ManufacturerAuthorizatlon Letters and Llcense Z/ Completed: Required Forms Checklist Proposal Forms CONST v.01.07.2020 Page 44 of 66 Board® Cooperative Purchasing 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • FAX: 800-211-5454 - buyboard.com PROPOSAL SPECIFICATION SUMMARY The categories and items specified for this Proposal Invitation are summarized below. For full Proposal Specifications, you must review and complete the Proposal Specification information in the electronic proposal submission system in accordance with the Instructions to Proposers (or, if submitting a hard copy Proposal, timely request and complete the Proposal Specification Form in accordance with the Instructions to Proposers). Section I: Equipment, Products, and Supplies 1 . Discount (%) off catalog/pricelist for HVAC Equipment (all types - rooftop units, split systems, chillers, compressors, cooling towers, heat pumps, furnaces, unit heaters, duct furnaces, and related items). 2. Discount (%) off catalog/pricelist for HVAC Controls, Software and Monitoring Systems (all types). 3. Discount (%) off catalog/pricelist for HVAC Air Handling Products (all types - coils, fans, and related items). 4. Discount (%) off catalog/pricelist for HVAC Supplies (all types). 5. Discount (%) off catalog/pricelist for HVAC Filters (all types). 6. Discount (%) off catalog/pricelist for HVAC Indoor Air Quality Products (all types). 7. Discount (%) off catalog/pricelist for HVAC Repair Parts (all types). 8. Discount (%) off catalog/pricelist for HVAC Refrigerants (all types). 9. Discount (%) off catalog/pricelist for HVAC Refrigerant Recovery Equipment (all types). 10. Discount (%) off catalog/pricelist for UVC Emitters/Lamps (used to incorporate downstream of all cooling coils and above all drain pans to control airborne and surface microbial growth and transfer. Fixtures and lamps must be manufactured for this purpose and safety interlocks/features shall be provided to limit hazard to operating staff). 11. Discount (%) off catalog/pricelist for Insulation Products for HVAC Equipment. 12. Discount (%) off catalog/pricelist for HVAC Maintenance Agreements. Section II: Installation and Repair Service 13. Hourly Labor Rate for Installation of HVAC Filter Change Out Service (including labor, filters and removal/ disposal of product), not to exceed hourly labor rate for Installation of HVAC Filter Products. 14. Standard Hourly Labor Rate for Installation/Repair Service of HVAC Equipment and Products, not to exceed standard hourly labor rate for Installation/Repair Service of HVAC Equipment and Products. 15. Non -Standard Hourly Labor Rate for Installation/Repair Service of HVAC Equipment and Products, not to exceed non-standard hourly labor rate for Installation of HVAC Equipment and Products. 16. Coefficient for Standard Hours of Installation/Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL 0&P column (most current edition). 17. Coefficient for Non -Standard Hours for Installation/Repair Service of HVAC Equipment and Products - RSMeans Cost Data from the Total INCL 0&P column (most current edition). Proposal Forms CONST v.01.07.2020 Page 43 of 66 Carrier Enterprise 16230 Port Northwest Houston, TX 77041 (713)939-6000 Date: June 23, 2020 To: The Local Government Purchasing Cooperative (Buy Board) Attn: Director of Competitive Purchasing 12007 Research Boulevard Austin, TX 78759 Subject: Reply to Notice of Proposal — 631-20 for HVAC Equipment and Supplies To Whom it May Concern, Carrier Enterprise is a joint venture between Watsco, Inc. and Carrier Corporation. Carrier Enterprise sells and distributes Carrier, Bryant and Payne residential and light commercial Heating, Ventilation and Air Conditioning (HVAC) products, parts and supplies throughout the United States, Latin America, the Caribbean and Canada utilizing 146 locations in 20 states, 8 provinces and Puerto Rico. This letter of authorization is specific to the state of Texas. Our strong HVAC equipment manufacturing partnerships, efficient distribution system, cutting -edge technology, and loyal customer base all intertwine to make us the global leader in HVAC equipment, parts, and supplies. With over a million customers, Carrier Enterprise is the trusted HVAC parts distributor. Sincerely, f Curtis S. Fisher President CE South Texas Exhibit C CONFLICT OF INTEREST QUESTIONNAIRE FORM CIO For vendor doing business with local governmental entity This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. OFFICE USE ONLY Date Received 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 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(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 vendor becomes aware of facts that require the statement to be filed. See Section 176,006(a-1), Local Government Code. A vendor commits an offense if the vendor knowingly violates Section 176.006, 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 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.) 3 Name of local government officer about whom the information ising disclosed. �o. Itit L V6� � 0 "i } 1— Name of fficer 4J Describe each employment or other business relationship with the local government officer, or a family member of the officer, as described by Section 176.003(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 CIO as necessary. A. Is the local government officer or a family ember of the officer receiving or likely to receive taxable income, other than investment income, from the ven r? 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? 71 Yes XNo 11 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. s 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 03(a)(2)(B), excluding gifts described in Section 176.003(a-1). 7 kigniure of vendor iness with the governmental entity Dat Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity A complete copy of Chapter 176 of the Local Government Code maybe found at http://www.statutes.legis.state.tx. us/ Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form. Local Government Code § 176.001(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 4 176.003(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 § 176.006(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 176.003(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 176.003(a)(2)(B), excluding any gift described by Section 176.003(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 www.ethics.state.tx.us Revised 1/1/2021 CITY COUNCIL AGENDA Create New From This M&C DATE: 3/29/2022 REFERENCE **M&C 22- LOG NAME: 13PCOOP BB 631-20 CARRIER OEM NO.: 0208 PARTS TD PMD/WTR CODE: P TYPE: CONSENT PUBLIC NO HEARING: SUBJECT. (ALL) Authorize Purchase Agreement with Carrier Enterprise, LLC in the Amount of $325,000.00 and Authorize One Consecutive One -Year Renewal Option for the Same Annual Amount for Carrier Original Equipment Manufacturer Parts for the Property Management Department and Water Department Using BuyBoard Cooperative Contract 631-20 RECOMMENDATION: Official site of the City of Fort Worth, Texas FORTWORTH 1r` It is recommended that the City Council authorize a purchase agreement with Carrier Enterprise, LLC in the amount of $325,000.00 and authorize one consecutive one-year renewal option for the same annual amount for carrier original equipment manufacturer parts for the Property Management Department and Water Department using BuyBoard cooperative contract 631-20. DISCUSSION: In January 2022, the Property Management Department contacted the Purchasing Division to enter into an agreement with Carrier Enterprise, LLC under BuyBoard Contract No. 631-20, for original equipment manufacturer (OEM) parts and small units. These parts will be used to repair and replace existing/damaged Carrier brand heat, ventilation and air conditioning (HVAC) equipment, units, and systems throughout the City of Fort Worth (City) in roughly 300 facilities for Property Management Facilities and the Water Department. BuyBoard Contract No. 631-20 has an initial term through November 30, 2021, currently on its first renewal ending November 30, 2022. The Request for Offer for BuyBoard Contract No. 631-20 was published on February 12, 2020, and responses were opened on June 14, 2020. BuyBoard contracts offer fixed discounts. Staff reviewed the pricing and determined it to be fair and reasonable. The maximum amount allowed under this agreement will be $325,000.00, however the actual amount used will be based on the need of the department and available budget. The annual department allocation for this agreement is: Department Estimated Annual Amount Account Name Property Management Department $225,000.00 Facilities Repair/Maintenance (PMD) Supplies Water Department (WTR) $100,000.00 Facilities Repair/Maintenance Supplies This Agreement may be renewed for up to one additional one-year term, in accordance with the terms of the BuyBoard Contract. Should BuyBoard elect to exercise the renewal option, the City will do the same. State law provides that a local government purchasing an item under a cooperative purchase agreement satisfies any state law requiring that the local government seek competitive bids for purchase of the item. BuyBoard contracts are competitively bid to increase and simplify the purchasing power of government entities across the State of Texas. A M/WBE goal is not assigned when purchasing from an approved purchasing cooperative or public entity. Funding is budgeted in the Facilities Rep/Maint Supplies account of the Water Department's rollup within the Water & Sewer Operating Fund, and the Property Management Department's rollup within the General Fund. This project will serve ALL COUNCIL DISTRICTS. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that funds are available in the current operating budget, as previously appropriated, in the General Fund and the Water and Sewer Fund to support the approval of the above recommendation and award of the purchase agreement. Prior to any expenditure being incurred, the Property Management Department and the Water Department has the responsibility to validate the availability of funds. BQN\\ TO Fund Department Account Project Program Activity Budget Reference # Amount ID ID Year (Chartfield 2) FROM F 6i d I Department I Account Project Program Activity Budget Reference # Amount ID I ID I I I Year Chartfield 2 unt N E Submitted for City Manager's Office by_ Originating Department Head: Additional Information Contact: ATTACHMENTS 1295 form.pdf (CFW Internal) 13P COOP BB 631-20.docx (CFW Internal) 13P COOP BB 631-20.xlsx (CFW Internal) FID Table (WTR).xlsx (CFW Internal) FID TABLE Carrier (PMD).xlsx (CFW Internal) SAMS Carrier Enterprise LLC.pdf (CFW Internal) Dana Burghdoff (8018) Anthony Rousseau (8338) Steve Cooke (5134) Cynthia Garcia (8285) Taylor Dean (7648) hartfield