Loading...
HomeMy WebLinkAboutContract 60540FORT WORTH CSC No. 60540 CITY OF FORT WORTH COOPERATIVE PURCHASE AGREEMENT This Cooperative Purchase Agreement ("Agreement") is entered into by and between Lakeshore Learning Materials, 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 (BB) No. 653-21; 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 non-exclusive Agreement for the first year by City shall not exceed One Hundred Thousand Dollars ($100,000.00). 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 is effective beginning on the date signed by the Assistant City Manager below ("Effective Date") and expires on October 31, 2024 in line with the COOP Agreement. 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. OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX 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 epresentatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3) eceived by the other party by United States Mail, registered, return receipt requested, addressed as follows: To CITY: To VENDOR: City of Fort Worth Lakeshore Learning Materials, LLC Attn: Jessica McEachern, Assistant City Manager Eunice Peterson, Bid Manager 200 Texas Street 2695 E. Dominguez Street. Fort Worth, TX 76102-6314 Carson, CA 90895 Facsimile: (817) 392-8654 Facsimile: (310) 537-7990 With copyto Fort Worth CityAttorney's Office at same address 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: By: Name: Jesica McEachern Title: Assistant City Manager Date: APPROVAL RECOMMENDED: By: Name: Marilyn Marvin Title: Interim Director, LibraryDepartment 4,oavoUpb ATTEST: F00RTey9�d °o �o o°* *° ° ° Oa�n nEXA?o4a By: Name: Jannette S. Goodall Title: City Secretary VENDOR: Lakeshore Learning Materials, LLC By: CQ)�-' Name: Eunice Peterson Title: Bid Manager Date: 11 /22/2023 CONTRACT COMPLIANCE MANAGER: By signing I acknowledge that I am the person responsiblefor the monitoring and administration of this contract, including ensuring all performance and reporting requirements. By: 6�j 2v Name: Paul Orr Title: Interim Administrative Services Manager, Library Department APPROVED AS TO FORM AND LEGALITY: By: Name: Jeremy Anato Mensah Title: Assistant City Attorney CONTRACT AUTHORIZATION: M&C: N/A OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX EXHIBIT A QUOTE 23897 Lakeshore Learning Materials 2695 E. Dominguez Street Carson, CA 90895 (310)537-8600 (800)421-5354 FAX: (310) 900-2189 www.lakeshoreleaming.com To contact your local representative, Anthony McKee, please call (800) 421-5354 Bill -to: 102182 Ship -to: 0 FORT WORTH PUBLIC LIBRARY ACQUISITIONS UNIT 500 W 3RD STREET FORT WORTH TX 76102-7305 (817) 392-8131 APRIL JACQUEZ Billto Email:APRIL.JACQUEZ@FORTWORTHTEXAS.GOV Shipto Email: Entry Date: 10/04/2023 Your Reference No.:QUOTE Comment PRICES GOOD FOR 90 DAYS. ITEM AVAILABILITY SUBJECT TO CHANGE FOB DESTINATION:FREE SHIPPING DISCOUNT REFLECTED IN PRICES. PLEASE REFERENCE QUOTE NUMBER 23897 ON YOUR PURCHASE ORDER. MONICA LOZANO - QUOTE AGENT PLEASE VERIFY SHIPPING ADDRESS WHEN PLACING YOUR ORDER. Out Of Line Item Stock Qty Description Price Extended Ship By 1 GG487 5 SHAPES DISCOVERY BOXES $66.49 $332.45 2 AA931 5 GIANT SIGHT AND SOUND TUBES $94.53 $472.65 3 LM365 5 BEST -BUY PLAY FOOD ASSORTMENT $56.99 $284.95 4 LDA177 5 INDESTRUCTBL DISHES -SERVE 12 $56.99 $284.95 5 RR794 5 SOFT AND SAFE BUILDING BLOCKS $75.99 $379.95 6 WC186 5 OCEAN FRIENDS WATER PLAY MAT $16.14 $80.70 NOT IN CURRENT CATALOG. STOCK LIMITED. 9 TT681 2 ACTIVITY SCARVES $23.74 $47.48 Subtotal: $1,883.13 0.0% Tax: $0.00 Freight Amount: $0.00 Total: $1,883.13 EXHIBIT B r U i 1 1 1ot! September 25, 2023 P.O. Box 400, Austin, Texas 78767 800.695.2919 • info@buyboard.com • buyboard.com Sent via email to: orderdept(ablakeshorelearninq.com Order Department Lakeshore Learning Materials, LLC 2695 E. Dominguez Street Carson, CA 90895 Re: Instructional Materials and Classroom Teaching Supplies and Equipment BuyBoard Contract 653-21 The Local Government Purchasing Cooperative (BuyBoard) awarded your company a contract under Instructional Materials and Classroom Teaching Supplies and Equipment, Contract 653-21, for which the current term is set to expire October 31, 2023. At this time, the BuyBoard is renewing your contract through October 31, 2024. This will be the final renewal of this contract. All discounts, terms, and conditions of your contract will remain the same. If you agree to this renewal, there is nothing you need to do. However, if you do not agree to this renewal, you must notify me via email at contractadmin@buvboard.com prior to the start of the renewal term. If you have questions or comments concerning this renewal, please contact me as soon as possible at contractadmin@buvboard.com. We appreciate your interest in The Local Government Purchasing Cooperative. Sincerely, J�A� r 9 Jim Tulberg Contract Administrator final renewal v.02.13.2020 AV Endorsed by A TASTML r U i 1 1 1ot! July 29, 2021 Sent Via Email: biddept@lakeshorelearning.com Audrey Lopez Lakeshore Learning Materials 2695 E. Dominguez Street Carson, CA 90895 Welcome to BuyBoard! P.O. Box 400, Austin, Texas 78767 800.695.2919 • info@buyboard.com • buyboard.com Re: Notice of The Local Government Purchasing Cooperative ContractAward; Proposal Invitation No. 653-21, Instructional Materials and Classroom Teaching Supplies and Equipment Congratulations, The Local Government Purchasing Cooperative (Cooperative) has awarded your company a BuyBoard® contract based on the above -referenced Proposal Invitation. The contract is effective for an initial one-year term of November 1, 2021 through October 31, 2022 and may be subject to two possible one-year renewals. Please refer to the Proposal Invitation for the contract documents, including the General Terms and Conditions of the Contract. To review the items your company has been awarded, please review Proposal Tabulation No. 653-21 at: www.buyboard.com/vendor. Only items marked as awarded to your company are included in this contract award, and only those awarded items may be sold through the BuyBoard contract. All sales must comply with the contract terms and must be at or below the awarded pricing as set forth in the General Terms and Conditions. The contract will be posted on the BuyBoard website as an online electronic catalog(s). You are reminded that, in accordance with the General Terms and Conditions, all purchase orders must be processed through the BuyBoard. Except as expressly authorized in writing by the Cooperative's administrator, you are not authorized to process a purchase order received directly from a Cooperative member that has not been processed through the BuyBoard or provided to the Cooperative. If you receive a purchase order directly from a Cooperative member that you have reason to believe has not been received by the Cooperative or processed through the BuyBoard, you must promptly forward a copy of the purchase order by email to info@buyboard.com. A list of Cooperative members is available on the buyboard.com website. The BuyBoard vendor relations staff will be contacting you to assist with the resources available and to provide any support you may need as an awarded BuyBoard vendor. On behalf of the Cooperative, 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 (select option "2'�. Arturo Salinas Asst. Division Director, Cooperative Purchasing Texas Association of School Boards, Inc., Administrator for The Local Government Purchasing Cooperative v.02.01.2021 Endorsed by A TASA`i VT 0 Board® National Pwchasin9 Cooperative July 29, 2021 Sent Via Email: biddept(blakeshorelearnina.com Audrey Lopez Lakeshore Learning Materials 2695 E. Dominguez Street Carson, CA 90895 Welcome to BuyBoard! ItNational School Endorsed by 'NSBA' Boards Association Re: Notice ofNat/ona/Purchasing Cooperative Award, Proposal Invitation No. 653-21 for Instructional Materials and Classroom Teaching Supplies and Equipment. Congratulations, The National Purchasing Cooperative (National Cooperative) has awarded your company a BuyBoard@ contract based on the above -referenced Proposal Invitation. The contract is effective for an initial one-year term of November 1, 2021 through October 31, 2022 and may be subject to two possible one-year renewals. Please refer to the Proposal Invitation for the contract documents, including the National Purchasing Cooperative Vendor Award Agreement and General Terms and Conditions of the Contract. To review the items your company has been awarded, please review Proposal Tabulation No. 653-21 at www.buvboard.com/vendor. Only items marked as awarded to your company are included in this contract award, and only those awarded items may be sold through the BuyBoard contract. All sales must comply with the contract terms and must be at or below the awarded pricing as set forth in the General Terms and Conditions. The contract will be posted on the BuyBoard website as an online electronic catalog(s). You are reminded that, in accordance with the General Terms and Conditions, all purchase orders from National Cooperative members must be processed through the BuyBoard. Except as expressly authorized in writing by the Cooperative's administrator, you are not authorized to process a purchase order received directly from a National Cooperative member that has not been processed through the BuyBoard or provided to the Cooperative. If you receive a purchase order directly from a National Cooperative member that you have reason to believe has not been received by the National Cooperative or processed through the BuyBoard, you must promptly forward a copy of the purchase order by e-mail to info@buyboard.com A list of National Cooperative members is available on the buyboard.com website. The BuyBoard vendor relations staff will be contacting you to assist with resources available and provide any support you may need as an awarded BuyBoard vendor. On behalf of the National Cooperative, we are looking forward to your participation in the program. If you have any questions, please contact Cooperative Procurement Staff at 800-695-2919 (select option "2"). Arturo Salinas, Asst. Division Director, Cooperative Purchasing Texas Association of School Boards, Inc., Procurement Administrator for the National Purchasing Cooperative v.02.01.2021 78767-0400 ayboard. com Board' PURCHASING COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 - PH: 800-695-2919 ' buvboard.com PROPOSER'S ACCEPTANCE AND AGREEMENT Proposal Invitation Name: Instructional proposal Due Date/ODeninu Date and Time: Materials and Classroom Teaching Supplies and May 13, 2021 at 4:00 PM Equipment Proposal Invitation Number: 653-21 Contract Term: November 1, 2021 through October 31, 2022 with two possible one-year renewals. Location of Proposal ODeninq: Texas Association of School Boards, Inc. BuyBoard Department 12007 Research Blvd. Austin, TX 78759 Anticipated Cooperative Board Meetinu Date: July 2021 By signature below, the undersigned acknowledges and agrees that you are authorized to submit this Proposal, including making all acknowledgements, consents, and certifications herein, on behalf of Proposer and, to the best of your knowledge, the information provided is true, accurate, and complete. Lakeshore Equipment Company dba Lakeshore Learning Materials Name of Proposing Company 2695 E. Dominguez Street Street Address Carson, CA 92870 City, State, Zip 5/6/2021 Date Signature of `Authorized mpany Official Audrey Lopez Printed Name of Authorized Company Official (800) 421-5354 Bid Analyst Telephone Number of Authorized Company Official Position or Title of Authorized Company Official (310) 537-7990 Fax Number of Authorized Company Official 94-1525814 Federal ID Number Page 10 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com PROPOSAL FORMS PART 1: COMPLIANCE FORMS INSTRUCTIONS: Proposer must review and complete all forms in this Proposal Forms Part 1: ■ Proposal Acknowledgements ■ Felony Conviction Disclosure ■ Resident/Nonresident Certification ■ Debarment Certification ■ Vendor Employment Certification ■ No Israel Boycott Certification ■ No Excluded Nation or Foreign Terrorist Organization Certification ■ Historically Underutilized Business Certification ■ Acknowledgement of BuyBoard Technical Requirements ■ Construction -Related Goods and Services Affirmation ■ Deviation and Compliance ■ Vendor Consent for Name Brand Use ■ Confidential/Proprietary Information ■ EDGAR Vendor Certification ■ Compliance Forms Signature Page An authorized representative of Proposer must initial in the bottom riaht corner of each oaae where indicated and complete and sign the Compliance Forms Signature Page. Proposer's failure to fully complete, initial, and sign forms as required may result in your Proposal being rejected as non -responsive. PROPOSAL ACKNOWLEDGEMENTS The proposing company ("you" or "your' hereby acknowledges and agrees as follows: 1. You have carefully examined and understand all information and documentation associated with this Proposal Invitation, including the Instructions to Proposers, General Information, General Terms and Conditions, attachments/forms, appendices, item specifications, and line items (collectively "Requirements'; 2. By your response ("Proposal') to this Proposal Invitation, you propose to supply the products or services submitted at the pricing quoted in your Proposal and in strict compliance with the Requirements, unless specific deviations or exceptions are noted in the Proposal; 3. By your Proposal, you acknowledge and certify all items set forth in the General Terms and Conditions, Section B.12 (Certifications), including all non -collusion certifications and certifications regarding legal, ethical, and other matters set forth therein. 4. Any and all deviations and exceptions to the Requirements have been noted in your Proposal on the required form and no others will be claimed; Initial: ~L Page 11 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com 5. If the Cooperative accepts any part of your Proposal and awards you a Contract, you will furnish all awarded products or services at the pricing quoted and in strict compliance with the Requirements (unless specific deviations or exceptions are noted on the required form and accepted by the Cooperative), including without limitation the Requirements related to: a. conducting business with Cooperative members, including offering pricing to members that is the best you offer compared to similarly situated customers in similar circumstances; b. payment of a service fee in the amount specified and as provided for in this Proposal Invitation; c. the possible award of a piggy -back contract by the National Purchasing Cooperative or nonprofit entity, in which event you will offer the awarded products and services in accordance with the Requirements; and d. submitting price sheets or catalogs in the proper format as required by the Cooperative as a prerequisite to activation of your Contract; 6. You have clearly identified on the included form any information in your Proposal that you believe to be confidential or proprietary or that you do not consider to be public information subject to public disclosure under the Texas Public Information Act or similar public information law; 7. The individual submitting this Proposal is duly authorized to enter into the contractual relationship represented by this Proposal Invitation on your behalf and bind you to the Requirements, and such individual (and any individual signing a form or Proposal document) is authorized and has the requisite knowledge to provide the information and make the representations and certifications required in the Requirements; 8. You have carefully reviewed your Proposal, and certify that all information provided is true, complete, and accurate to the best of your knowledge, and you authorize the Cooperative to take such action as it deems appropriate to verify such information; and 9. Any misstatement, falsification, or omission in your Proposal, whenever or however discovered, will be grounds for disqualifying you from consideration for a contract award under this Proposal Invitation, termination of a contract award, or any other remedy or action provided for in the General Terms and Conditions or by law. 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: ❑ My company Is a publicly -held corporation. (Advance notice requirement does not apply to publicly -held corporation.) My 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): N/A Details of Conviction(s): NSA Initial: AL Page 12 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • 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 W) one of the followina: ❑ I certify that my company is a Resident Proposer. 71 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): Lakeshore Equipment Company dba Lakeshore Learning Materials 2695 E. Dominguez Street Company Name Address Carson CA 90895 City 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 stat is the same as yours by a prescribed amount or percentage to receive a comparable contract? ❑ Yes (7 No B. What is the prescribed amount or percentage? $ NSA or NSA % DEBARMENT CERTIFICATION By signature on the Compliance Forms Signature Page, I certify that 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. 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 W) one of the followina: ❑ Yes [ ' No Initial: AL Page 13 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com NO ISRAEL BOYCOTT CERTIFICATION 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'T 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'T CODE §808.001(1). By signature on the Compliance Forms Signature Page, to the extent applicable, 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, that this certification is true, complete and accurate, and that I am authorized by my company to make this certification. NO EXCLUDED NATION OR FOREIGN TERRORIST ORGANIZATION CERTIFICATION 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 on the Compliance Forms Signature Page, 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. 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 BuyBoard website will indicate HUB certifications for awarded Vendors that properly indicate and document their HUB certification on this form. Please check W) all that aoDly: ❑ 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: V My company has NOT been certified as a HUB. Initial: AL Page 14 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com ACKNOWLEDGEMENT OF BUYBOARD TECHNICAL REQUIREMENTS Vendor shall review the BuyBoard Technical Requirements included in this Proposal Invitation. By signature on the Compliance Forms Signature Page, the undersigned affirms that Proposer has obtained a copy of the BuyBoard Technical Requirements, has read and understands the requirements, and certifies that Vendor is able to meet and will comply with those requirements except as follows: [List and explain BuyBoard Technical Requirements, if any, to which your company cannot or will not comply.] Lakeshore has read, understands, and will comply with the Buyboard Technical Requirements. Note: In accordance with the General Terms and Conditions of the Contract, to the extent Vendor is awarded a Contract under this Proposal Invitation but is unable or unwilling to meet the applicable BuyBoard Technical Requirements, the information available on the BuyBoard for Vendor's awarded products or services may be limited, potentially placing Vendor at a disadvantage and impacting the ability of Cooperative members to search, find, review, and purchase Vendor's awarded products and services on the BuyBoard website. Further, to the extent Vendor has acknowledged ability to meet and comply with the BuyBoard Technical Requirements, any subsequent failure or refusal by Vendor to promptly provide information upon request to the Cooperative administrator in accordance with those technical requirements may be deemed an event of default under the Contract. CONSTRUCTION- RELATED GOODS AND SERVICES AFFIRMATION The Cooperative issued the BuyBoard Procurement and Construction -Related Goods and Services Advisory for Texas Members ("Advisory'), which provides information specifically relevant to the procurement of construction -related goods and services by Texas Cooperative members. The Advisory, available at buvboard.com/Vendor/Resources.asr)x, 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. Because many BuyBoard contracts include goods or installation services that might be considered construction -related, Proposer must make this Construction Related -Goods and Services Affirmation regardless of type of goods or services associated with this Proposal Invitation. A contract awarded under this Proposal Invitation covers only the specific goods and/or services awarded by the Cooperative. As explained in the Advisory ("Advisory"), Texas law prohibits the procurement of architecture or engineering services through a purchasing cooperative. This Proposal Invitation and any Contract awarded thereunder 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. By signature on the Compliance Forms Signature Page, Proposer 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 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 accepting the member's Purchase Order or other agreement for construction -related goods or services. Initial: AL Page 15 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.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. Prior to completing this form, Vendor shall review the General Terms and Conditions section B.4 (Deviations from Item Specifications and General Terms and Conditions). Please note that, as provided in section B.4, certain provisions of the General Terms and Conditions are NOT subject to deviation, and certain deviations will be deemed rejected without further action by the Cooperative. Any attempted deviation, whether directly or indirectly, to provisions identified in this Proposal Invitation as not subject to deviation shall be deemed rejected by the Cooperative and, unless otherwise withdrawn by Vendor, may result in Vendor's Proposal being rejected in its entirety. 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, by and through the Cooperative administrator, 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 W) one of the followina: NO; Deviations ❑ Yes; Deviations List and fully explain any deviations you are submitting: Initial: AL Page 16 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com VENDOR CONSENT FOR NAME BRAND USE BuyBoard members seeking to make purchases using a Contract awarded under this Proposal Invitation may view information regarding awarded Vendors, including but not limited to product catalogs, pricelists, pricing, and Proposals, through the BuyBoard website. To improve and enhance the experience of BuyBoard members seeking to procure goods and services under the Contract utilizing the BuyBoard website, any Vendor logo, product images, and similar brand and trademark information provided by Vendor for purposes of the Contract ("Vendor Information's may be posted on the BuyBoard website. You acknowledge that, by submitting your Proposal, unless you specifically opt out below, you consent to use of your company's Vendor Information on the BuyBoard website if awarded a Contract. You further acknowledge that whether, where, and when to include the Vendor Information on the BuyBoard website shall be at the sole discretion of the BuyBoard Administrator. Vendor retains, however, the right of general quality control over the BuyBoard Administrator's authorized display of proprietary Vendor Information. Neither the BuyBoard nor its administrator will be responsible for the use or distribution of Vendor Information by BuyBoard members or any other third party using the BuyBoard website. This Vendor Consent shall be effective for the full term of the Contract, including renewals, unless Vendor provides a signed, written notice revoking consent to contractadmin(a)buvboard.com. BuyBoard shall have up to thirty days from the date of receipt of a termination or revocation of a Vendor Consent to remove Vendor information from the BuyBoard website. This Vendor Consent is subject to the Terms and Conditions of the Contract, including, but not limited to, those terms pertaining to Disclaimer of Warranty and Limitation of Liability, Indemnification, and Intellectual Property Infringement. Vendor logo files must be submitted in one of the formats set forth in the BuyBoard Technical Requirements. Proposers are requested to submit this information with Vendor's Proposal. (This consent shall not authorize use of your company's Vendor Information by BuyBoard if your company is not awarded a Contract.) OPT OUT: If your company wishes to opt out of the Vendor Consent for Name Brand Use, you must check the opt out box below. DO NOTselect this box unless your company is opting out of this Vendor Consent for Name Brand Use. ❑ By checking this box, Vendor hereby declines to provide consent for use of Vendor Information (as defined herein) on the BuyBoard website. By opting out, Vendor acknowledges and agrees that, if Vendor is awarded a Contract under this Proposal Invitation, information available on the BuyBoard for Vendor's awarded products or services may be limited, potentially placing Vendor at a disadvantage and impacting the ability of Cooperative members to search, find, review, and purchase Vendor's awarded products and services on the BuyBoard website. Initial• AL Page 17 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com CONFIDENTIAL/ PROPRIETARY INFORMATION A. Public Disclosure Laws All Proposals, forms, documentation, catalogs, pricelists, or other materials submitted by Vendor to the Cooperative in response to this Proposal Invitation, 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. When required by the Texas Public Information Act or other disclosure law, Proposer may 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, catalogs, pricelists, or other materials submitted with the Proposal) contain information which Vendor considers proprietary or confidential? Please check W) one of the followinq: r7lU NO, I certify that none of the information included with this Proposal is considered confidential or proprietary. ❑ YES, 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 clearly 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 Cooperative administrator shall 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 Cooperative administrator will disclose information when required by law, even if such information has been identified herein as information Vendor considers confidential or proprietary. Confidential / Proprietary Information: N/A (Attach additional sheets if needed.) Initial: AL Page 18 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com B. Convriaht Information Does your Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal) contain copyright information? Please check (-\/) one of the followina: NO, Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal) does not contain copyright information. ❑ YES, Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal) does contain copyright information. If you responded "YES", clearly identify below the specific documents or pages containing copyright information. Copyright Information: N/A (Attach additional sheets if needed) C. Consent to Release Confidential/Proprietary/Coavriaht Information to BuvBoard 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 Cooperative 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 publicly release, including posting on the public BuyBoard website, a copy of the proposal tabulation and award information 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. Initial: AL Page 19 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.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 a Proposal must complete this EDGAR Certification Form regarding Vendor's willingness and ability to comply with certain requirements which may be applicable to specific Cooperative member purchases using federal grant funds. Completed forms 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 terms and conditions of the BuyBoard contract, 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 check the applicable boxes, initial each page, and sign the Compliance Forms Signature Page. If you fail to complete any item in this form, the Cooperative will consider and may list the Vendor's response on the BuyBoard as WO," 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 or Cooperative member ancillary 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. WK YES, I agree. ❑ NO, I do not agree. 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 or ancillary agreement agreed to by the Vendor, the Cooperative member's provision shall control. /� I YJ YES, I agree. ❑ NO, I do not agree. Initial: ~L Page 20 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • 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. v� YES, I agree. ❑ NO, I do not agree. 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 beta.sam.gov. 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. Syr YES, I agree. ❑ NO, I do not agree. 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. VYES, I agree. ❑ NO, I do not agree. Initial: AL Page 21 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 - buvboard.com 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. Wf YES, I agree. ❑ NO, I do not agree. 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 A�irr Act and the Federal Water Pollution Control Act. Y YES, I agree. ❑ NO, I do not agree. 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. YES, I agree. ❑ NO, I do not agree. 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). V YES, I agree. ❑ NO, I do not agree. Initial: AL Page 22 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com 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. OYES, I agree. ❑ NO, I do not agree. 11. Domestic Preferences for Procurements: Where appropriate and consistent with law, 2 CFR §200.322 contains certain considerations for domestic preferences for procurements which may be applicable to Cooperative members using federal funds. When required by a Cooperative member, Vendor agrees to provide such information or certification as may reasonably be requested by the Cooperative member regarding Vendor's products, including whether goods, products, or materials are produced in the United States. YES, I agree. ❑ NO, I do not agree. 12. Prohibition on Certain Telecommunications and Video Surveillance Services or Equipment 2 CFR §200.216 prohibits expending federal loan or grant funds to procure or obtain certain telecommunications and video surveillance services or equipment. To the extent applicable and when required by a Cooperative member, Vendor agrees to provide such information or certification as may reasonably be requested by the Cooperative member to confirm whether any telecommunications or video surveillance services or equipment provided by Vendor is covered equipment or covered services under 2 CFR §200.216. YES, I agree. ❑ NO, I do not agree. 13. 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 200.324(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. IY YES, I agree. ❑ NO, I do not agree. 14. 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. G/YES, I agree. ❑ NO, I do not agree. Initial:AL Page 23 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com COMPLIANCE FORMS SIGNATURE PAGE By initialing pages and by signature below, I certify that I have reviewed the following forms; that the information provided therein is true, complete, and accurate; and that I am authorized by my company to make all certifications, consents, acknowledgements, and agreements contained herein: ■ Proposal Acknowledgements ■ Felony Conviction Disclosure ■ Debarment Certification ■ Resident/Nonresident Certification ■ Vendor Employment Certification ■ No Israel Boycott Certification ■ No Excluded Nation or Foreign Terrorist Organization Certification ■ Historically Underutilized Business Certification ■ Construction -Related Goods and Services Affirmation ■ Acknowledgement of BuyBoard Technical Requirements ■ Deviation and Compliance ■ Vendor Consent for Name Brand Use • Confidential/Proprietary Information ■ EDGAR Vendor Certification Lakeshore Equipment Company dba Lakeshore Learning Materials Company Name Signature cif Authorized Company Official Audrey Lopez, Bid Analyst Printed Name and Title 5/6/2021 Date Page 24 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com PROPOSAL FORMS PART 2: VENDOR INFORMATION FORMS INSTRUCTIONS: Proposer must completely and accurately provide all information requested in the following Vendor Information Forms or your Proposal may be rejected as non -responsive: ■ Vendor Business Name ■ Vendor Contact Information ■ Federal and State/Purchasing Cooperative Experience ■ Governmental References ■ Company Profile ■ Texas Regional Service Designation ■ State Service Designation ■ National Purchasing Cooperative Vendor Award Agreement (vendors serving outside Texas only) ■ Local/Authorized Seller Listings ■ Manufacturer Dealer Designation ■ Proposal Invitation Questionnaire ■ Vendor Request to Self -Report BuyBoard Purchases (optional) To the extent any information requested is not applicable to your company, you must so indicate on the form. VENDOR BUSINESS NAME By submitting a Proposal, Vendor is seeking to enter into a legal contract with the Cooperative. As such, Vendor must be an individual or legal business entity capable of entering into a binding contract. Name of Pr000sina Company: Lakeshore Equipment 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. If you are submitting a joint proposal with another entity to provide the same proposed goods or services, each submitting entity should 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 W) one of the following: Tvoe of Business: ❑ Individual/Sole Proprietor ❑ Other (Specify: State of Incorporation (if applicable): California L/Corporation ❑ Limited Liability Company ❑ Partnership Federal Emalover Identification Number: 94-1525814 (Vendor must include a completed IRS W- form with their Proposal) 1 Name by which Vendor, if awarded, wishes to be identified on the BuyBoard: (Note: Ifdiberentthan the Name of Proposing Company listed above, only valid trade names (dba, aka, etc.) of the Proposing Company may be used and a copy of your Assumed Name Certificate(s), if applicable, must be attached.) Lakeshore Learning Materials Page 25 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Request for Taxpayer Give Form to the Form (Rev. October2018) Identification Number and Certification requester. Do not Department of the Treasury send to the IRS. Internal Revenue Service ► Go to www.irs.gov/FormW9 for instructions and the latest information. 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. Lakeshore Equipment Company 2 Business name/disregarded entity name, if different from above Lakeshore Learning Materials a� 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the 4 Exemptions (codes apply only to to following seven boxes. certain entities, not individuals; see a o ElIndividual/sole proprietor or ElC Corporation 9 S Corporation ❑ Partnership ❑ Trust/estate instructions on page 3): c single -member LLC Exempt payee code (if any) 5 0.5 ❑ Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ► p Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do not check Exemption from FATCA reporting *' w 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 code (if any) IL another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single -member LLC that w is disregarded from the owner should check the appropriate box for the tax classification of its owner. V N ❑ Other (see instructions) ► (Applies to accounts maintained outside the U.S.) fn 5 Address (number, street, and apt. or suite no.) See instructions. Requester's name and address (optional) 2695 E. Dominguez Street 6 City, state, and ZIP code Carson, CA 90895 7 List account number(s) here (optional) Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid Social security number backup withholding. For individuals, this is generally your social security number (SSN). However, for a - m resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. or Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Employer identification number Number To Give the Requester for guidelines on whose number to enter. [9F4 - 1 �5�2�5�8�1�4 JiM Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. 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 notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part 11, later. Sign Signature of _/%4�� Here U.S. person Do- (�/ 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/FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid) Date ► 5/6/2021 • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev. 10-2018) ' Your Return Mailing Address ` a Lakeshore Equipment Company V MCU10 I MAM'Kr-^vK1Jr:K'°Vum',I-Lr-mmsr,umw*.°M, Address: 2695 East Dominguez Street, City: Carson State: CA Zip Code: 90895 QFirst Filing 0 Renewal Filing Check one only 09/2B0 2007221497 ~~`--'- FICTITIOUS BUSINESS NAME STATEMENT PERSON(S) IS (ARE) DOING BUSINESS AS: (Attach additional pages if required) Fictitious Business Name(s) I- Lakeshore Learning Materials 2 1. Lakeshore Curriculum Materials Company Articles of Incorporation or Organization Number (if applicable) 2. Lakeshore Curriculum Materials Center Al #/ON C0428018 Street Address, City, State, and Zip Code of Principal Place of BusinE �1.0. Box alone not acceptable) 3 2695 East Dominguez Street, Carson, CA 90895 Full name ofRegistrant / Corporation / Limited Liability Company '-- (if corporation incorporated inwhat state) 4 Lakeshore Equipment Company California Residence Street Address (PO.Box not accepted) City State Zip Code 26S5East Dominguez Street Carson CA 80895 4A Full name o(Registrant iCorporation / Limited Liability Company (if corporation ' incorporated inwhat state) Residence Street Address (Px}.Box not accepted) City 413 Full name o(Registrant / Corporation / Limited Liability Company Residence Street Address (PxlBox not accepted) City (if corporation incorporated inwhat state) This Business io ( an individual ( )ugeneral partnership ( joint venture ( 5 conducted by: ( >co-partners ( )husband and wife ( /)anomoraUon(check one only) an unincorporated association other than a partnership a limited liability company ( Have you started doing business? If yes, insert the date unthe line. 6 wo____- Yeu--�-- Datp 2/14/62 )abusiness trust )alimited partnership oUW {m�m�m��|inm�avninminvm�me��tm ��nem � nn��an true - (A registrant who declares as true information which he or she knows to be false is guilty of a crime.) Signature of nnvois�antivanOnPoe/�mmorLLc sign below 0 � ��� ' Lakeshore Equipment Company Signature . wn*lprim"amo Corporation Name / Lim y ovm»mvv n/nnwmre ° tyve/nrintnam= � ~S-19-ri-ture ` President o/ovumre tyve/nrintnomo Title David BoKaplan Signature tynmnnnt^wmo Type mPrint Name �This statement was filed with the County Clerk of LQ8ANGELES County on date indicated byfile stamp above. NOTICE - THIS FICTITIOUS NAME STATEMENT EXPIRES FIVE YEARS FROM DATE IT WAS FILED IN THE OFFICE OF THE COumTYomsRK-A NEW FICTITIOUS BUSINESS NAME STATEMENT MUST aEFILED PRIOR ToTHAT DATE. The filing ofthis statement does not ofitself authorize the use in this state of a fictitious business name in violation of the eights of another under federal, state, or common law (See Section 14411 et seq., Business and Professions Code) REGISTRm-neooRDERIoOUwTYoLEn FILING pss�$23.00 for Ipawand oregistrants plus $4.00for each additional BUSINESS FILING AND REGISTRATION RENEWAL FEE: *1uoofor 1Fewand o registrantsplus u*zwfor each additional raN/reoistmn po.BOX mussu.LoaAmosLES, ux00003oam REFER noTHE BACK opFORM FOR INSTRUCTIONS PURCHASING COOPERATIVE COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 - PH: 800-695-2919 ' buvboard.com VENDOR CONTACT INFORMATION Proposal/Contract Contact: Vendor Proposal/Contract Contact Name: Audrey Lopez Vendor Proposal/Contract Contact E-mail Address: biddept@lakeshorelearning.com Vendor Contact Mailing Address for Proposal/Contract Notices: 2695 E. Dominguez Street Carson, CA 90895 company website: WWw.Lakeshore Learn ing.com Purchase Orders Contact Information: 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: Fy_�' I will use the internet to receive Purchase Orders at the following address: Purchase order E-mail Address: orderdept@lakeshorelearning.com Purchase Order Contact: Penny Stone Phone: (800) 778-4456 Alternate Purchase Order E-mail Address: N/A Alternate Purchase Order Contact: N/A Phone: N/A N/A ❑ 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. Reauest for Ouotes ("RFO"I: Cooperative members will send RFQs to you by e-mail. Please provide e-mail addresses for the receipt of RFQs: RFQ E-mail Address: biddept@lakeshorelearning.com RFQ Contact: Rafael Muro Phone: (800) 421-5354 Alternate RFQ E-mail Address: N/A Alternate RFQ Contact: N/A Phone: N/A Page 26 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 - 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 choose only one (1) of the following options for receipt of invoices and provide the requested information: Fy-K Service fee invoices and related communications should be provided directly to my company at: Invoice Mailing address: 2695 E. Dominguez Street Department: Bid Reporting City. Carson State: CA Zip code: 90895 Contact Name: Kelly Brim Phone: (800) 421-5354, ext. 2597 Invoice Fax: (310) 537-7990 Invoice E-mail Address: bidreporting@lakeshorelearning.com Alternative Invoice E-mail Address: N/A N/A ❑ In lieu of my company, I request and authorize all service fee invoices to be provided directly to the following billing nt**: Billing Agent Ma ddress: Department: City: State: Zip Code: Billing Agent Contact Name: Billing Agent Fax: Billing Agent E-mail Address: Alternative Billing Agent E-mail Address: Phone: ** If Vendor authorizes a billing agent to receive and process service fee invoices, in accordance with the General Terms and Conditions of the Contract, Vendor specifically acknowledges and agrees that nothing in that designation shall relieve Vendor of its responsibilities and obligations under the Contract including, but not limited to, payment of all service fees under any Contract awarded Vendor. PLEASE PROVIDE THE FOLLOWING INFORMATION: 1. Shipping Via: N Common Carrier ❑ Company Truck ❑ Prepaid and Add to Invoice ❑ Other: 2. Payment Terms: (Note: Vendor payment terms must comply with the BuyBoard General Terms and Conditions and the Texas Prompt Payment Act (Texas Government Code Ch. 2251).): Net 30 3. Vendor's Internal/Assigned Reference/Quote Number (optional): Must reference "Per Bid #653-21" on all purchase orders. 4. State or attach your return policy. (Note: Only return requirements and processes will be deemed part of Vendor's return policy. Any unrelated contract terms, terms of sale, or other information not specifically related to return requirements and processes included in Vendor's return policy shall not apply to any awarded Contract unless specifically included as a deviation in the Deviation and Compliance Form and accepted by the Cooperative): If you are unhappy With any item for any reason, you may return it for a full refund or exchange, no questions asked! Simply contact our Customer Service Department at (800) 428-4414. 5. Are electronic payments acceptable? MYes ❑ No 6. Are credit card payments acceptable? Yes ❑ No Page 27 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com FEDERAL AND STATE/ PURCHASING COOPERATIVE EXPERIENCE The Cooperative strives to provide Cooperative 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 the previous 12-month period or the last fiscal year: $ 16,450,000.00 . (The period of the 12-month period is January 1, 2020 /December 31,2020 ). 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. 1. Federal General Services Administration Y N/A School Supplies 2. T-PASS (State of Texas) N N N/A 3. OMNIA Partners Y N/A School Supplies 4. Sourcewell (NIPA) N N N/A 5. E&I Cooperative N N N/A 6. Houston -Galveston Area Council (HGAC) N N N/A 7. Choice Partners Y N/A School Supplies 8. The Interlocal Purchasing System (TIPS) Y N/A School Supplies 9. Other Y N/A School Supplies ❑ 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. Current Discount (%): 50 0 Explanation: Discount will remain the same. Proposed Discount (%): 50 0 Page 28 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board° PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.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 pricing/discounts you offer each customer. The Cooperative may determine whether pricing/discounts are fair and reasonable by comparing pricing/discounts stated in your Proposal with the pricing/discounts you offer other governmental customers. Attach additional pages if necessary. Quantity/ Entitv Name Contact Phone# Email Address Discount Volume 1 Killeen ISD, Kasey Modde, (254)336-0093, kasey.modde@killeenisd.org, 5%, $1,120,464.78 (Volume for 2020) Z Clint ISD, Jesus Estrada, (915) 926-4094, jesus.estrada@clint.net, 5%, $1,431,444.25 (Volume for 2020) 3 Round Rock ISD, Margo Vogelpohl, (512) 464-5024,margo_vogelpohl@roundrockisd.org, 5%, $43,896.82 (Volume for 2020) 4 Fort Worth ISD, Dr. Cheryl Mixon, (817) 814-2450, cheryl.mixon@fwisd.org, 5%, $349,006.99 (Volume for 2020) 5 Deer Park ISD, John Knowlton, (832) 668-7063, jknowlton@dpisd.org, 5%, $44,476.58 (Volume for 2020) Do you ever modify your written policies or standard governmental sales practices as identified in the above chart to give better discounts (lower pricing) than indicated? YES ❑ NO 2' If YES, please explain: N/A COMPANY PROFILE Information on awarded Cooperative Contracts is available to Cooperative Members on the BuyBoard website. If your company is awarded a Contract under this Proposal Invitation, please provide a brief company description that you would like to have included with your company profile on the BuyBoard website. Submit your company profile in a separate file, in Word format, with your Proposal. (Note: Vendor is solely responsible for any content provided for inclusion on the BuyBoard website. The Cooperative reserves the right to exclude or remove any content in its sole discretion, with or without prior notice, including but not limited to any content deemed by the Cooperative to be inappropriate, irrelevant to the Contract, inaccurate, or misleading.) Page 29 of 73 Proposal Forms COMM/SVCS v.03.01.2021 COMPANY PROFILE Lakeshore has a proud history as a leader in the field of educational supplies for 67 years. We are a family owned and operated company and our passion for high -quality education has remained the same. Lakeshore is dedicated to creating innovative educational materials and furniture that spark young imaginations, instill a sense of wonder and foster a lifelong love of learning. With materials, furniture and environments for infants, toddlers and students through the 8th grade, we help children reach developmental milestones and achieve education goals —while still having fun! 2695 E. Dominguez St. • Carson, CA 90895 • (800) 421-5354 • Fax (310) 537-7990 • www.LakeshoreLearning.com PURCHASING COOPERATIVE COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.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. By designating a region or regions, you are certifying 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 unwilling 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. Regional Education Service Centers Lakeshore Equipment Company dba Lakeshore Learning Materials Company Name 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: Reaion and Headauarters ❑ 1 Edinburg ❑ 2 Corpus Christi ❑ 3 Victoria ❑ 4 Houston ❑ 5 Beaumont ❑ 6 Huntsville ❑ 7 Kilgore ❑ 8 Mount Pleasant ❑ 9 Wichita Falls ❑ 10 Richardson ❑ 11 Fort Worth ❑ 12 Waco ❑ 13 Austin ❑ 14 Abilene ❑ 15 San Angelo ❑ 16 Amarillo ❑ 17 Lubbock ❑ 18 Midland ❑ 19 El Paso ❑ 20 San Antonio ❑ I will not service members of the Texas Cooperative. Page 30 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board - PURCHASING COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 • buvboard.com STATE SERVICE DESIGNATION As set forth in the Proposal Invitation, it is the Cooperative's intent that other governmental entities in the United States have the opportunity to purchase goods or services awarded under the Contract, subject to applicable state law, through a piggy- back award or similar agreement through the National Purchasing Cooperative BuyBoard. If you plan to service the entire United States or only specific states, you must complete this form accordingly. (Note: Ifyouplan to service Texas Cooperative members, be sure that you complete the Texas Regional Service Designation form.) In addition to this form, to be considered for a piggy -back award by the National Purchasing Cooperative, you must have an authorized representative sign the National Purchasing Cooperative Vendor Award Agreement that follows this 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. 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 unwilling 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 aDDly: [, I will service all states in the United States. ❑ I 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 ❑ Tennessee ❑ Kentucky ❑ Texas ❑ Louisiana ❑ Utah ❑ Maine ❑ Vermont ❑ Maryland ❑ Virginia ❑ Massachusetts ❑ Washington ❑ Michigan ❑ West Virginia ❑ Minnesota ❑ Wisconsin ❑ Mississippi ❑ Wyoming ❑ Missouri ❑ Montana Proposal Forms COMM/SVCS v.03.01.2021 Page 31 of 73 Board - PURCHASING COOPERATIVE 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") 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, vendor invoices, and/or such other documentation regarding those purchase orders as the Cooperative's administrators may require in their reasonable discretion 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 COMM/SVCS v.03.01.2021 Page 32 of 73 Board - PURCHASING COOPERATIVE 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. Lakeshore Equipment Company dba Lakeshore Learning Materials Name of Vendor Signature OfAuthoril Company Official 5/6/2021 653-21 Proposal Invitation Number Audrey Lopez Printed Name of Authorized Company Official Date Page 33 of 73 Proposal Forms COMM/SVCS v.03.01.2021 Board - PURCHASING COOPERATIVE 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. Lakeshore has 62 retail store locations throughout the United States. Please see the attached store list for all locations. Proposal Forms COMM/SVCS v.03.01.2021 Page 34 of 73 For maps to store locations, visit: Lakeshore Learn ing.com Paradise Valley Ventura Indianapolis Cherry Hill Cranston (Phoenix Area) 4300 E. Main St. 1300 E. 86th St. 2020 Marlton Pike West 1400 Oaklawn Ave. 4727 E. Bell Rd. (805) 289-1550 (317) 574-0304 (856) 910-0888 (401) 463-8800 (602) 482-7900 Walnut Creek Kansas East Phoenix 1929 Mt. Diablo Blvd. Brunswick - 4819 E. Ray Rd. (925) 944-1495 Merriam 269 State Route 18 Nashville l= (480) 940-7700 5670 Antioch Rd. (732) 967-8585 21 White Bridge Rd. Colorado (913) 432-3998 Hackensack (800) 428-4414 Littleton Maryland 449 Essex St. Carson 8680A Park Meadows (201) 441-9214 2695 E. Dominguez St. Center Dr. Towson Austin (310) 537-4778 (303) 768-8484 1620 E. Joppa Rd. L New Mexico 9828 Great Hills Trail Fountain Valley (410) 296-5888 Albuquerque (512) 241-2885 18679 Brookhurst St. Massachusetts 6646 Indian School Rd. NE Dallas (714) 963-8255 Hamden (505) 884-4866 14060 N. Dallas Pkwy. Laguna Hills 2335 Dixwell Ave. Newton (972) 934-8866 23501 Avenida de la Carlota (203) 287-0900 230 Needham St. New York Friendswood (949) 462-9353 Florida (617) 969-1171 -A New Hyde Park 19032 Gulf Fwy. Los Angeles Saugus 2079 Hillside Ave. (281) 461-6263 2323 S. Sepulveda Blvd. Davie C= 352E Broadway (516) 616-9360 Houston (310) 893-1150 5795 S. University Dr. (781) 233-3770 Scarsdale 2405 Post Oak Blvd. Murrieta (954) 284-0411 969A Central Park Ave. (713) 355-1893 24420 Village Walk PI. Fern Park (914) 472-1820 McAllen (951) 461-1352 335 E. State Rd. 436 Sterling Heights 1316 E. Expressway 83 Northridge (407) 260-5531 12210 Hall Rd. (586) 803-1435 (956) 618-0225 17072 Devonshire St. Tampa Matthews San Antonio (818) 366-4105 4501 W. Kennedy Blvd.Minnesota 10005 E. Independence 27Loop 410 Pasadena (813) 207-0468 Maplewood Blvd. (704) 849-2370 ( 210) 340-0504 E. Foothill Blvd. 1721 Beam Ave. The Woodlands (626 626) 356-3848 East Cobb (651) 777-0650 • (Shenandoah Area) Roseville (Marietta Area) St. Louis Park Cleveland 19075 Interstate 45 45 S South 1850 Douglas Blvd. 4287 Roswell Rd. 5699 W. 16th St. (Beachwood Area) 271-3585 (916) 774-4304 (770) 578-3100 (952) 541-0991 27500 Chagrin Blvd. San Bernardino (216) 378-9488 898 E. Harriman PI. 'L Nebraska Columbus (909) 890-1222 Boise Omaha 2148 Polaris Pkwy. Salt Lake City San Diego 417 N. Milwaukee St. 12005 W. Center Rd. (614) 846-1710 5480 S. 900 East (801) 268-2224 7510 Hazard Center Dr. (208) 377-1855 (402) 334-4466 (619) 297-8494 Oklahoma San Jose Oklahoma CityNevada Alexandria 1099 S. Bascom Ave. Chicago Henderson 6300 N. May Ave. 0Manchester Blvd. (408) 998-0794 2255 W. 95th St. 1243 W. Warm (405) 858-8778 (703) 719-0202 (773) 233-9210 Springs Rd. San Leandro�� Orland Park (702) 396-2890 Oregon L Washington 1144 Montague Ave. (510) 483-9750 15780 S. La Grange Rd. Lake Oswego Bellevue San Marcos (708) 403-6300 16901 SW 65th Ave. 11027 NE 4th St. 702 Center Dr. Palatine (503) 620-9888 (425) 462-8076 (760) 504-0292 1403 N. Rand Rd. rPennsylvania (847) 705-5052 Upland King of Prussia 125 N. Mountain Ave. 340 W. DeKalb Pike (909) 985-9945 (610) 354-0551 Visit our stores or shop online! Lakeshore® LakeshoreLearning.com Board - PURCHASING COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 • buvboard.com N/A MANUFACTURER DEALER DESIGNATION Vendor is a manufacturer that sells products through a dealer network and wishes to designate a dealer or multiple dealers fIlDlRsignated Dealers') to receive Cooperative member Purchase Orders on Vendor's behalf, you must complete this form for each eater you wish to designate. Regardles of any Designated Dealers submitted by Vendor, Vendor specifically agrees and acknowledges that any such designations re for Vendor's convenience only and shall not, if Vendor is awarded a Contract, relieve Vendor of any obligations un\ofobligations act, including payment of Cooperative service fees on all Purchase Orders submitted to Vendor or any Designataccordance with the General Terms and Conditions, an awarded Vendor shall remain responsible and liable forns under the Contract and the performance of both Vendor and any of Vendor's Designated Dealers undedance with the Contract and remain subject to all remedies for default thereunder, including, but not limited tond termination of Vendor's Contract for nonpayment of service fees. If awarded, Vendor authorize the Cooperative, in its sole discretion, to list any Vendor Designated Dealers in the BuyBoard system and to receive Purchase rders directly from Cooperative members on behalf of Vendor. To the extent a Vendor with Designated Dealers receives a Pupqlase Order directly, it shall be the responsibility of Vendor to appropriately process such Purchase Order in accordance with e Contract, including but not limited to timely forwarding such Purchase Order to a Designated Dealer for processing. The Cooperative reserves the right, in its so discretion, to refuse addition of, or request removal of, any Designated Dealer, and Vendor agrees to immediately require su Designated Dealer to cease accepting Purchase Orders or otherwise acting on Vendor's behalf under the Contract. Further, e Cooperative administrator shall be authorized to remove or suspend any or all Designated Dealers from the BuyBoard at an time in its sole discretion. If you wish to designate a dealer to service a contracarded under this Proposal Invitation, please list the Designated Dealer below. If you wish to designate multiple dealers, pNQase duplicate this form as necessary. Designated Dealer Name Designated Dealer Address City Phone Number Email address ated Dealer Contact Person State \ Zip Fax Number Designated Dealer Tax ID Number* (*attqch W-9) Proposal Forms COMM/SVCS v.03.01.2021 Page 35 of 73 Board - PURCHASING COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 • buvboard.com PROPOSAL INVITATION OUESTIONNAIRE 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 and submit in one document with your Proposal. You must submit the 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. Lakeshore has been in business for 67 years. Our legal name is Lakeshore Equipment Company dba Lakeshore Learning Materials. Lakeshore is not for sale, nor has Lakeshore had any involvements or has had any transactions that would significantly alter its business or result in an acquisition by another entity. 2. 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. Lakeshore's dedicated Bid Department has extensive experience facilitating contracts and bids for customers. For this contract, Bid Manager Mike Duong, Bid Supervisor Rafael Muro and Bid Analyst Audrey Lopez, will be available to answer any questions regarding this contract, assist with renewals, and will adhere to all contractual agreements and commitments. Our Regional Manager, Patrick Kelly, will also be available to personally service BuyBoard members. 3. Marketina Strateav: 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. (Examole: Explain how your company will initially inform Cooperative members of your BuyBoard Contract, and how you will continue to support the BuyBoard for the duration of the Contract term.) Attach additional pages if necessary. If awarded this contract, we will be more than happy to notify all BuyBoard members of our new contract. We can send out an e-mail, or we can send a letter notifying all members of the contract and its terms. Throughout the terms of this contract, we will continue to support BuyBoard by honoring the terms to any inquiring member. We can also refer customers to BuyBoard who are looking for a contract to use. Proposal Forms COMM/SVCS v.03.01.2021 Page 36 of 73 Board - PURCHASING COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 • buvboard.com 4. 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. The financial status of the company is excellent. Lakeshore is in very good standings with our vendors, customers, and creditors. We have long established relations with our major business partners (vendors, customers, and creditors), and has no significant pending or outstanding financial matters. Lakeshore and the principal stockholders have not been a debtor party to a bankruptcy, receivership, or insolvency proceeding. Our current bonding capacity is $5,000,000 per job and $15,000,000 aggregate. Please see the attached Certificate of Insurance for Lakeshore's insurance coverage limits. 5. Does your company have any outstanding financial judgments and/or is it currently in default on any loan or financing agreement? If so, provide detailed information on the nature of such items and prospects for resolution. No. Lakeshore does not have any outstanding financial judgments, pending lawsuits, litigations, defaults on loans, or financing agreement.. 6. 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. 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, failure to complete or deliver the work, or termination. 0M 7. List all litigation or other legal proceedings (including arbitration proceedings), 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 relate to or arise 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), nature of the claim, and resolution or current status. \l6 Z Proposal Forms COMM/SVCS v.03.01.2021 Page 37 of 73 Board - PURCHASING COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 • buvboard.com VENDOR REOUEST TO SELF -REPORT BUYBOARD PURCHASES The General Terms and Conditions require that all Purchase Orders generated by or under any Contract awarded under this Proposal Invitation be processed through the BuyBoard and, except as expressly authorized in writing by the Cooperative administrator, Vendors are not authorized to process Purchase Orders received directly from Cooperative members that have not been processed through the BuyBoard or provided to the Cooperative. In accordance with this provision, Vendor may request authorization of the Cooperative administrator to self -report Cooperative member purchases if awarded a Contract under this Proposal Invitation. By making such a request, Vendor acknowledges and agrees that self -reporting is specifically subject to and conditioned upon (1) Vendor's agreement to the Additional Terms and Conditions for BuyBoard Self -Reporting which are included in this Proposal Invitation and incorporated herein for all purposes and (2) approval of this request in writing by the Cooperative administrator. Note: This form is NOT required as part of your proposal. You should sign and return this form ONLY if you wish to request authorization to self -report BuyBoard purchases. Any request to self -report will not be effective, and Vendor shall not be authorized to self -report BuyBoard member purchases, unless and until (1) Vendor is awarded a Contract under this Proposal Invitation, and (2) the request has been approved in writing by the Cooperative administrator. By my signature below, I hereby request authorization from the Cooperative administrator to self -report BuyBoard purchases if my company is awarded a Contract. I certify that I am authorized by the above -named Vendor to approve this form, and I have received and read the Additional Terms and Conditions for BuyBoard Self -Reporting included in this Proposal Invitation and do hereby approve and agree to such terms and conditions on behalf of Vendor. NAME OF VENDOR: Lakeshore Equipment Company dba Lakeshore Learning Materials W��� SignatureUof VendoS` Authorized Representative Printed Name: Audrey Lopez Title: Bid Analyst Date: 5/6/2021 (For Cooperative Administrator Use Only) Approved by BuyBoard Administrator: Effective/Start Date for Self -Reporting: Proposal Forms COMM/SVCS v.03.01.2021 Page 38 of 73 Board - PURCHASING COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 • buvboard.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). NOTE 1: Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order • Vendor must list one specific percentage discount for each manufacturer/publisher listed. NOTE 2: In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Section I: Non -Adopted Instructional Materials 1. Discount (%) off catalog/pricelist for Non -Adopted Instructional and Curriculum Materials for Pre - Kindergarten and Kindergarten (ELA, Mathematics, Science, Social Studies, and Other Curriculum Material). 2. Discount (%) off catalog/pricelist for Non -Adopted Instructional and Curriculum Materials for Grades 1-8 (ELA, Mathematics, Science, Social Studies, and Other Curriculum Material). 3. Discount (%) off catalog/pricelist for Non -Adopted Instructional and Curriculum Materials for High School (ELA, Mathematics, Science, Social Studies, and Other Curriculum Material). Section II: Instructional Technoloqy Eauipment. Supplies and Services 4. Discount (%) off catalog/pricelist for Instructional Technology Equipment (Calculators, Mobile Devices, Classroom Response Systems, Smart Boards, and Similar Equipment to be used in an instructional environment). 5. Discount (%) off catalog/pricelist for Instructional Technology Supplies. 6. Hourly Labor Rate for Installation and Service of Instructional Technology Equipment and Products - not to exceed hourly labor rate for Installation and Service of Equipment and Products. Section III: Professional Development Services for Staff on Instructional Technoloav Eauipment 7. Discount (%) off catalog/pricelist for Professional Development Services for Staff on Instructional Technology Equipment listed above on Item No. 4. Section IV: Career and Technoloav Instructional Materials and Eauipment 8. Discount (%) off catalog/pricelist for Career and Technology Instructional and Curriculum Materials (Aeroscience, Agriculture, Animation, Audio Production, Automotive, Business Education, Certified Nursing, Computer Maintenance, Computer Networking, Computer Technology, Cosmetology, Culinary/Family and Consumer Services, EKG, EMT, Engineering, Floral Design, Forensic Science, Graphic Design, Law Enforcement, Pharmacy Tech, Phlebotomy, Robotics, Sports Medicine, Video Production, Welding/Manufacturing, and related curriculum materials). 9. Discount (%) off catalog/pricelist for Career and Technology Instructional Related Products, Supplies and Equipment (Aeroscience, Agriculture, Animation, Audio Production, Automotive, Business Education, Certified Nursing, Computer Maintenance, Computer Networking, Computer Technology, Cosmetology, Culinary/Family and Consumer Services, EKG, EMT, Engineering, Floral Design, Forensic Science, Graphic Design, Law Enforcement, Pharmacy Tech, Phlebotomy, Robotics, Sports Medicine, Video Production, and Welding/Manufacturing to be used in an instructional environment). Proposal Forms COMM/SVCS v.03.01.2021 Page 39 of 73 Board - PURCHASING COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 - buvboard.com 10. Discount (%) off catalog/pricelist for All Other Career and Technology Instructional and Curriculum Materials. 11. Discount (%) off catalog/pricelist for All Other Career and Technology Related Products, Parts, Supplies and Equipment (to be used in an instructional environment). 12. Hourly Labor Rate for Installation/Repair Service of Career and Technology Equipment and Products listed above on Item No. 9 and Item No. 11 - not to exceed hourly labor rate for Installation/Repair Service of Career and Technology Equipment and Products. Section V: Special Education Instructional Materials and Eauipment 13. Discount (%) off catalog/pricelist for Special Education Instructional and Curriculum Materials. 14. Discount (%) off catalog/pricelist for Special Education Instructional Related Products, Supplies and Equipment (to be used in an instructional environment including for special need therapeutic services). 15. Hourly Labor Rate for Installation/Repair Service of Special Education Instructional Equipment and Products - not to exceed hourly labor rate for Installation/Repair Service of Special Education Equipment and Products. Section VI: Classroom and Teachina Aid Supplies and Eauipment 16. Discount (%) off catalog/pricelist for Classroom and Teaching Aid Instructional Supplies and Manipulatives. 17. Discount (%) off catalog/pricelist for Classroom and Teaching Aid Instructional Equipment (to be used in an instructional environment). 18. Discount (%) off catalog/pricelist for Non-Stock/Special Order Classroom and Teaching Aid Instructional Products and Manipulatives. 19. Hourly Labor Rate for Installation/Repair Service of Classroom and Teaching Aid Supplies and Equipment - not to exceed hourly labor rate for Installation and Service of Equipment and Products. Proposal Forms COMM/SVCS v.03.01.2021 Page 40 of 73 Board - PURCHASING COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 • buvboard.com REOUIRED FORMS CHECKLIST (Please check (-V) the following) & Reviewed/Completed: Proposer's Acceptance and Agreement PROPOSAL FORMS PART 1: COMPLIANCE FORMS V Reviewed/Completed: Proposal Acknowledgements Reviewed/Completed: Felony Conviction Disclosure M/ Reviewed/Completed: Resident/Nonresident Certification Reviewed/Completed: Debarment Certification Reviewed/Completed: Vendor Employment Certification Reviewed/Completed: No Israel Boycott Certification U Reviewed/Completed: No Excluded Nation or Foreign Terrorist Organization Certification [v� Reviewed/Completed: Historically Underutilized Business Certification R Reviewed/Completed: Acknowledgement of BuyBoard Technical Requirements [v� Reviewed/Completed: Construction -Related Goods and Services Affirmation [rl Reviewed/Completed: Deviation and Compliance Vd Reviewed/Completed: Vendor Consent for Name Brand Use Reviewed/Completed: Confidential/Proprietary Information R/ Reviewed/Completed: EDGAR Vendor Certification Reviewed/Completed: Compliance Forms Signature Page PROPOSAL FORMS PART 2: VENDOR INFORMATION FORMS [� Reviewed/Completed: Vendor Business Name Reviewed/Completed: Vendor Contact Information Reviewed/Completed: Federal and State/Purchasing Cooperative Experience Reviewed/Completed: Governmental References Reviewed/Completed: Company Profile Reviewed/Completed: Texas Regional Service Designation Reviewed/Completed: State Service Designation M/ Reviewed/Completed: National Purchasing Cooperative Vendor Award Agreement (vendors serving outside Texas only) Reviewed/Completed: Local/Authorized Seller Listings Rf Reviewed/Completed: Manufacturer Dealer Designation Reviewed/Completed: Proposal Invitation Questionnaire U Reviewed/Completed: Vendor Request to Self Report BuyBoard Purchases (optional) [� Reviewed/Completed: Proposal Specifications Discount (%) off Catalog/Pricelist and/or other required pricing information including Cata/ogs/Pricelists (or no bid response) must be submitted with the Proposal or the Proposal will not be considered. Proposal Forms COMM/SVCS v.03.01.2021 Page 41 of 73 Lakeshore Learning Information Address: 2695 E. Dominquez St. Carson, CA 90810 Phone: (800) 421-5354 Fax: (310) 537-7990 Toll Free: (800) 421-5354 By submitting your response, you certify that you are authorized to represent and bind your company. Audrey Lopez Signature Submitted at 511212021 1:50:31 PM Requested Attachments biddept olakeshorelearning.com Email BuyBoard Proposal Invitation No.653-21 for Instructional LAKESHORE REQUEST for QUOTE.SF18.pdf Materials and Classrooms Teaching Supplies and Equipment REQUIRED - In PDF format, upload all proposal invitation documents available for download at vendor.buyboard.com including any additional pages, as necessary. (Please DO NOT password protect uploaded files.) Catalog/Pricelist Lakeshore 2021 Price List with 5% Discount (BuyBoard).pdf REQUIRED - In PDF format, upload catalog/pricelist in proposal invitation instructions. File size must not exceed 100MB.(Please DO NOT password protect uploaded files.) Detailed Information and Exceptions Related to Detailed Information and Exceptions Related to Discount.pdf Discount and/or Hourly Labor Rate In PDF format, define the services that are proposed to be provided and attach detailed information including exceptions to pricing or discount percentage, NOTE: IF DETAILED INFORMATION IS NOT SUBMITTED, PROPOSAL MAY NOT BE CONSIDERED. (Please DO NOT password protect uploaded files.) Company Profile Company Profile.docx Information on awarded Cooperative Contracts is available to Cooperative Members on the BuyBoard website. If your company is awarded a Contract under this Proposal Invitation, please provide a brief company description that you would like to have included with your company profile on the BuyBoard website. Submit your company profile in a separate file, in Word format, with your Proposal. (Note: Vendor is solely responsible for any content provided for inclusion on the BuyBoard website. The Cooperative reserves the right to exclude or remove any content in its sole discretion, with or without prior notice, including but not limited to any content deemed by the Cooperative to be inappropriate, irrelevant to the Contract, inaccurate, or misleading.) IRS Form W-9 Request for Taxpayer Identification Number and Certification Lakeshore W-9 Form.pdf REQUIRED - In PDF format, upload W-9 form. (Please DO NOT password protect uploaded files.) Response Attachments 2021 Retail Store List.pdf Lakeshore's Retail Store List 2020-2021 Lakeshore Evidence of Insurance.pdf Lakeshore's Certificate of Insurance Lakeshore's Affirmative Action_Equal Opportunity Employer Policy.pdf Lakeshore's Affirmative Action/Equal Opportunity Employer Policy Warranty Flyer.pdf Lakeshore's Warranty Information Page 3 of 14 pages Vendor: Lakeshore Learning 653-21 Full Name of Lakeshore Catalogs and Pricelist.pdf Full Name of Lakeshore Catalogs and Pricelist Lakeshore Benefits Letter.pdf Lakeshore Benefits Letter Bid Lines Section I: Non -Adopted Instructional Materials- Discount (%) off catalog/pricelist for Non -Adopted Instructional and Curriculum Materials for Pre -Kindergarten and Kindergarten (ELA, Mathematics, Science, Social Studies, and Other Curriculum Material). Total: 1 5% 1 Item Notes: Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order • Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist Lakeshore EC, EL & Online Page 4 of 14 pages Vendor: Lakeshore Learning 653-21 2 3 Section I: Non-Adoated Instructional Materials- Discount (%) off catalog/pricelist for Non -Adopted Instructional and Curriculum Materials for Grades 1-8 (ELA, Mathematics, Science, Social Studies, and Other Curriculum Material). Item Notes: Total: 1 5% 1 Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order • Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist Lakeshore EC, EL & Online Section I: Non -Adopted Instructional Materials- Discount (%) off catalog/pricelist for Non -Adopted Instructional and Curriculum Materials for High School (ELA, Mathematics, Science, Social Studies, and Other Curriculum Material). No Bid Item Notes: Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order . Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist No response Page 5 of 14 pages Vendor: Lakeshore Learning 653-21 4 5 Section II: Instructional Technoloav Eauiament. Supplies and Services- Discount (%) off catalog/pricelist for Instructional Technology Equipment (Calculators, Mobile Devices, Classroom Response Systems, Smart Boards, and Similar Equipment to be used in an instructional environment). Item Notes: Total: 1 5% 1 Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order • Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist Lakeshore EC, EL & Online Section II: Instructional Technoloa_ v Eauiament. SuDDlies and Services- Discount (%) off catalog/pricelist for Instructional Technology Supplies. Item Notes: Total: 1 5% 1 Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order • Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Page 6 of 14 pages Vendor: Lakeshore Learning 653-21 Item Attributes 6 7 1. State Name of Catalog/Pricelist Lakeshore EC, EL & Online Section II: Instructional Technoloav Eauipment. Suaalies and Services- Hourly Labor Rate for Installation and Service of Instructional Technology Equipment and Products - not to exceed hourly labor rate for Installation and Service of Equipment and Products. Quantity: 1 UOM: Hour No Bid Section III: Professional Development Services for Staff on Instructional Technoloav Eauipment- Discount (%) off catalog/prlcellst for Professional Development Services for Staff on Instructional Technology Equipment listed above on Item No. 4. Item Notes: No Bid Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order . Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist No response Page 7 of 14 pages Vendor: Lakeshore Learning 653-21 0 Section IV: Career and Technoloav Instructional Materials and Eauinment- Discount (%) off catalog/prlcellst for Career and Technology Instructional and Curriculum Materials (Aeroscience, Agriculture, Animation, Audio Production, Automotive, Business Education, Certified Nursing, Computer Maintenance, Computer Networking, Computer Technology, Cosmetology, Culinary/Family and Consumer Services, EKG, EMT, Engineering, Floral Design, Forensic Science, Graphic Design, Law Enforcement, Pharmacy Tech, Phlebotomy, Robotics, Sports Medicine, Video Production, Welding/Manufacturing, and related curriculum materials). Item Notes: No Bid Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order • Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist No response Page 8 of 14 pages Vendor: Lakeshore Learning 653-21 0 1 0 Section IV: Career and Technoloav Instructional Materials and Eauioment- Discount (%) off catalog/prlcellst for Career and Technology Instructional Related Products, Supplies and Equipment (Aeroscience, Agriculture, Animation, Audio Production, Automotive, Business Education, Certified Nursing, Computer Maintenance, Computer Networking, Computer Technology, Cosmetology, Culinary/Family and Consumer Services, EKG, EMT, Engineering, Floral Design, Forensic Science, Graphic Design, Law Enforcement, Pharmacy Tech, Phlebotomy, Robotics, Sports Medicine, Video Production, Welding/Manufacturing, and related curriculum materials). Item Notes: No Bid Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order • Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist No response Section IV: Career and Technoloav Instructional Materials and Eauioment- Discount (%) off catalog/prlcellst for All Other Career and Technology Instructional and Curriculum Materials. Item Notes: No Bid Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order • Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Page 9 of 14 pages Vendor: Lakeshore Learning 653-21 Item Attributes 1. State Name of Catalog/Pricelist No response 1 1 Section IV: Career and Technoloav Instructional Materials and Eauipment- Discount (%) off catalog/prlcellst for All Other Career and Technology Related Products, Parts, Supplies and Equipment (to be used in an instructional environment). Item Notes: No Bid Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order . Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist No response 1 2 Section IV: Career and Technoloav Instructional Materials and Eauiament- Hourly Labor Rate for Installation/Repair Service of Career and Technology Equipment and Products listed above on Item No. 9 and Item No. 11 - not to exceed hourly labor rate for Installation/Repair Service of Career and Technology Equipment and Products. Quantity: 1 UOM: Hour No Bid Page 10 of 14 pages Vendor: Lakeshore Leaming 653-21 1 3 1 4 Section V: Special Education Instructional Materials and Eauiament- Discount (%) off catalog/pricelist for Special Education Instructional and Curriculum Materials. Total: 5% 1 Item Notes: Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order • Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist Lakeshore EC, EL & Online Section V: Special Education Instructional Materials and Eauit)ment- Discount (%) off catalog/pricelist for Special Education Instructional Related Products, Supplies and Equipment (to be used in an instructional environment including for special need therapeutic services). Item Notes: Total: 1 5% 1 Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order • Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Page 11 of 14 pages Vendor: Lakeshore Leaming 653-21 Item Attributes 1. State Name of Catalog/Pricelist Lakeshore EC, EL & Online 1 5 Section V: Soecial Education Instructional Materials and Eauiament-Hourly Labor Rate for Installation/Repair Service of Special Education Instructional Equipment and Products - state the not to exceed hourly labor rate for Installation/Repair Service of Equipment and Products. Quantity: 1 UOM: Hour No Bid 1 6 Section VI: Classroom and Teachina Aid Suaalies and Eauipment- Discount (%) off catalog/pricelist for Classroom and Teaching Aid Instructional Supplies and Manipulatives. Total: 5% 1 Item Notes: Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order • Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist Lakeshore EC, EL & Online Page 12 of 14 pages Vendor: Lakeshore Leaming 653-21 1 7 Section VI: Classroom and Teachina Aid Supplies and Eauioment- Discount (%) off catalog/pricelist for Classroom and Teaching Aid Instructional Equipment (to be used in an instructional environment). Total: 1 5% Item Notes: Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist Lakeshore EC, EL & Online 1 8 Section VI: Classroom and Teachina Aid Supplies and Eauipment- Discount (%) off catalog/pricelist for Non- Stock/Special Order Classroom and Teaching Aid Instructional Products and Manipulatives. Total: 1 5% Item Notes: Vendors proposing various manufacturer product lines per line item on the Proposal Specification Form must submit the information as follows or proposal may not be considered: • Manufacturers shall be listed in alphabetical order . Vendor's must list one specific percentage discount for each Manufacturer listed. In Texas, state -adopted instructional materials are purchased through the Texas EMAT system. Such items are not included in this Proposal Invitation and shall not be sold by Vendors through any Contract awarded under this Proposal Invitation. Vendors shall comply with all laws applicable to the sale and purchase of Instructional Materials in any state which Vendor proposes to serve in Vendor's Proposal. Item Attributes 1. State Name of Catalog/Pricelist Lakeshore EC, EL & Online Page 13 of 14 pages Vendor: Lakeshore Learning 653-21 1 9 Section VI: Classroom and Teachina Aid Suaalies and Eauipment-Hourly Labor Rate for Installation/Repair Service of Classroom and Teaching Aid Supplies and Equipment - not to exceed hourly labor rate for Installation and Service of Equipment and Products. Quantity: 1 UOM: Hour No Bid Response Total: $0.00 Page 14 of 14 pages Vendor: Lakeshore Leaming 653-21 DETAILED INFORMATION AND EXCEPTIONS RELATED TO DISCOUNT AND/OR HOURLY LABOR RATE OFFER Lakeshore is pleased to present the following offer to BuyBoard Purchasing Cooperative: • 5% discount on all non -sale items from Lakeshore's catalogs, website (www.LakeshoreLearnina.com) and retail stores (see attached Store List for locations). • FREE shipping on all orders in the contiguous United States. RATES FOR PROFESSIONAL DEVELOPMENT SERVICES • $2,500 - Professional Development Workshop, Training, Environment Walk -Through, and Product Demonstration (up to 3 consecutive hours. • $3,500 - Professional Development Workshop, Training, Environment Walk -Through, and Product Demonstration (3 -6 hours) All rates are inclusive of development time, facilitation, and travel costs. Price Sheet for Professional Development Services is good through the initial contract term and is thereafter subject to change on an annual basis. Lakeshore has read, understands, and agrees to the General Terms and Conditions, Proposal Specifications, and all other requirements associated with Proposal No. 653-21 for Instructional Materials and Classrooms Teaching Supplies and Equipment. Lakeshore does not have any exceptions or deviations to list. 2695 E. Dorninguez 5t_ • Carson, CA 9OB95 • (800) 421-5354 • Pax (310) 537-7990 • www.Lakesi-ioreLearntng.com Lakeshore Lakeshore offers a lifetime warranty on premium -quality classroom furniture. Premium -Quality Classroom Furniture Lifetime Warranty Premium -Quality Classroom Tables & Desks Lifetime Warranty Premium -Quality Classroom Chairs Lifetime Warranty Premium -Quality Classroom Cots Lifetime Warranty Classroom Carpets 10 Years Write & Wipe Mobile Tables & Desks 5 Years Outdoor Furniture 5 Years Trikes 5 Years Cribs 5 Years All other items in catalog 1 Year (unless otherwise noted) We unconditionally guarantee every item we offer. If you are unhappy with any item for any reason, simply return it to us for a full refund or exchange. Your satisfaction is our top priority! If you ever have questions or concerns, contact Customer Service at (800) 428-4414 or e-mail lakeshore@lakeshorelearning.com. ©2019 Lakeshore 953890 Board° PF l1ROHASiHGGO PERANVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com APPENDIX I BUYBOARD TECHNICAL REQUIREMENTS The following are the BuyBoard Technical Requirements, current as of the date indicated at the bottom of this document. Technical Requirements and Instructions for Vendor Logo Files Vendor Joao files submitted for inclusion on the BuyBoard website must be provided in one of the followina formats: Preferred: Minimum longest dimension (width or height): 384 pixels Image type: PNG Other acceptable formats: ■ Minimum longest dimension (width or height): 192 pixels ■ Image type: JPG, ]PEG, WebP Technical Reauirements and Instructions for Vendor Product Details Following Contract award, Awarded Vendors for commodity items will be expected to promptly provide product details for awarded products in an electronic Excel spreadsheet in the format listed below. (A spreadsheet template will be provided to Vendors after Contract award.) File Name<VendorName>_<ContractNumber>_<YYYYMMDD>.xlsm (eg. TASB_123-45_20200720.xlsm) Format: Type Character Field Name Required? Description Limit Product Required The product name. Text 255 Name Should be unique to each product. Do not list a product category. Product Required Product description as might appear in a catalog. Text No limit Description Can include specifications, annotations, etc. Do not include: -Bullet points -HTML Manufacturer Strongly Name of product manufacturer (or "brand"). Text 125 Name recommended If none available, blanks are acceptable, but this information is strongly recommended. The more data you can provide about your product, the better. Page 69 of 73 BUYBOARD TECHNICAL REQUIREMENTS v.03.01.2021 Board° PF l1ROHASiHGGO PERANVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com Manufacturer Strongly Manufacturers product or part number. Text Product recommended If none available, blanks are acceptable, but this Number information is strongly recommended. The more data you can provide about your product, the better. Vendor Required Your product number or SKU. Text Product Can be the same as ManufacturerProductNumber if Number you do not use a separate number or SKU (if you are the manufacturer, or use the same number as the manufacturer). UOM Required Measurement that represents a single unit of this Text product relative to price (eg. EA "each", PK "pack", CS "case", etc). Can be in abbreviated format (ex. EA) or full word format (ex. Each). This should not be a numeric value. Vendor Strongly A link to an individual product image. If none Text Image Url recommended exists, leave blank. Link should begin with https://. Do not provide: -A link to the home page of your website -A link to a product page or another section of your website If none available, blanks are ok, but strongly recommended to have this information. Product images help sell your product! List Price Required Price per unit of product without BuyBoard Numeric (no discount.Cannot be left blank. DO NOT LIST "Call currency for Price" or "Price Varies". Must be a symbols or numeric value. formatting, should be rounded to 2 decimal places) Discount One or the The percentage discount off of List Price, per the Percentage - Percent other Contract. one decimal OR required* place max 50 50 10 1000 N/A N/A Page 70 of 73 BUYBOARD TECHNICAL REQUIREMENTS v.03.01.2021 Board° PF l1ROHASiHGGO PERANVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com Discount Price per unit of product with BuyBoard discount Numeric (no N/A Price applied. currency *You are DO NOT LIST "Call for Price" or "Price symbols or only required Varies". Must be a numeric value. formatting, to provide should be either rounded to Discount 2 decimal Percent OR places) Discount Price. You may provide both if you wish, but at least one must be provided. Vendor Page Optional A link to an online catalog listing for this product (if Text 1000 Url available). This is for future use. Do not provide: -A link to the home page of your website Vendor Optional A link to a catalog product thumbnail image (if Text 1000 Thumnail available). Image Url Vendor Optional Your categorization for this product. If this product Text 1000 Category is nested within categories, please delimit between categories. This information is for future use. UNSPSC Optional (https://www.unspsc.org/) if available. Numeric N/A Code Extended Optional This field is reserved for any additional information Text No limit Attributes which should be used for search indexing for this line item. It could include information on options, colors, sizes, informative notifications, etc. *Products must be unique. Duplicate products will not be accepted. have one of the following. 1- A unique Vendor Product Number 2- A unique Vendor Product Number + UOM combination DESIRED RESUL T. Product A-1234567 - EA (different vendor product numbers) Product B - 1234568 - EA -OR- Product A-1234567 - EA (same vendor product number, different UOM) Product B-1234567 - PK WRONG. - Product A-1234567 - EA Product B - 1234567 - EA To make a product unique, it must Page 71 of 73 BUYBOARD TECHNICAL REQUIREMENTS v.03.01.2021 Board° PF l1ROHASiHGGO PERANVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 - buvboard.com APPENDIX II ADDITIONAL TERMS AND CONDITIONS FOR BUYBOARD SELF -REPORTING The following additional terms and conditions shall apply to any approved Vendor Request to Self -Report BuyBoard Purchases: BuyBoard Contracts Subject to Self -Reporting. Authorization to self -report shall apply only to a Contract awarded under this Proposal Invitation. To the extent Vendor is awarded on another BuyBoard contract or contracts, separate authorization to self -report for such other contract(s) is required. Monthly Vendor Reports. Vendor shall submit reports of Cooperative member purchases monthly to the Cooperative Administrator ("Monthly Vendor Reports'. All Monthly Vendor Reports shall be provided to BuyBoard at contractadminCcfbuvboard.com no later than the loth day of the month. The Monthly Vendor Reports shall include a list of all purchase orders completed and invoiced by Vendor during the preceding month for BuyBoard members. Monthly Vendor Reports shall include any and all information reasonably required by, and in such format as may be reasonably required by, the BuyBoard Administrator from time to time. At a minimum, Monthly Vendor Reports shall include: i. BuyBoard member name; ii. Purchase Order amount; iii. Purchase Order number; iv. Date Purchase Order submitted to vendor; v. Date purchase executed / completed / delivered; vi. List of any Purchase Orders on prior Monthly Vendor Report(s) subsequently canceled; vii. General description of purchase, including Vendor's awarded BuyBoard contract number and category or categories under which the purchase was made; and viii. Final purchase amount total (as invoiced to BuyBoard member); ix. Invoice Date. 3. Reconciling Self -Reported Information and Discrepancies. BuyBoard may, in its sole discretion, periodically send information to Cooperative members listing all purchases self -reported by Vendor for the Cooperative member and/or request reports from Cooperative members containing purchase order data. If discrepancies are noted or reported by the Cooperative member as a result of such report or otherwise, Vendor agrees to promptly respond and cooperate with the Cooperative and/or Cooperative members to reconcile and correct any discrepancies. Vendor further agrees to promptly respond to requests and comply with any reasonable request for information and documentation by the Cooperative or a Cooperative member to assist in such reconciliation. 4. Vendor Accounts. Recognizing that Cooperative members seeking best value may wish to compare pricing from multiple cooperatives when considering individual purchases, the Cooperative expects Vendor to honor any request by a Cooperative member to make a purchase through the Contract and expects that Vendor will not seek to limit or inhibit a Cooperative member from making individual purchases through the purchasing cooperative of its choice, regardless of the Cooperative member establishing an account with Vendor designating BuyBoard as its cooperative. Page 72 of 73 ADDITIONAL T&Cs SELF -REPORT v.03.01.2021 Board° PF l1ROHASiHGGO PERANVE 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.com 5. Vendor Obligation Comply with BuyBoard Contract. Nothing in an authorization to self -report shall be deemed to waive any of Vendor's obligations under the General Terms and Conditions of the Contract, including but not limited to Vendor's obligations to honor Cooperative member Purchase Orders and pay all service fees on such Purchase Orders. Nothing shall require Cooperative members to utilize Vendor's self -reporting option to make purchases under the Contract. Vendor shall process all Purchase Orders, including any Purchase Orders received directly through the BuyBoard. 6. Amendment. These Additional Terms and Conditions for BuyBoard Self -Reporting are subject to amendment by the Cooperative at any time in its sole discretion. BuyBoard shall provide written notice to Vendor of any amendment, and the amendment shall be effective thirty (30) days after the date of the written notice. Termination of Self -Report Authorization. The Cooperative may terminate any authorization for Vendor to self -report at any time for any reason, in its sole discretion. Notice of termination, including the effective date of the termination, shall be provided to Vendor in writing. If Vendor at any time wishes to cease self -reporting BuyBoard member purchases, including after receipt of amended self -reporting terms or conditions as provided herein, Vendor shall provide the Cooperative with at least thirty (30) days prior written notice of its request to revoke, listing the effective date of such revocation in the notice. Any termination or revocation of an authorization to self -report shall pertain to Vendor self -reporting only and shall not affect an awarded Vendor's underlying BuyBoard contract. 8. BuyBoard Contract Terms and Conditions. Self -reporting is subject to the General Terms and Conditions of the Contract. Unless otherwise indicated, all capitalized terms used herein shall have the same meaning as set forth in the General Terms and Conditions of the Contract. 9. Assignment. An authorization to self -report is specific to Vendor and not subject to assignment. In the event a Vendor's awarded Contract is subsequently assigned to another vendor where permitted by the Contract, the Contract assignee must submit its own Vendor Request to Self -Report BuyBoard Purchases and receive approval of such request by the BuyBoard Administrator. Page 73 of 73 ADDITIONAL T&Cs SELF -REPORT v.03.01.2021 EXHIBIT C CONFLICT OF INTEREST DISCLOSURE REQUIREMENT Pursuant to Chapter 176 of the Local Government Code, any person or agent of a person who contracts or seeks to contract for the sale or purchase of property, goods, or services with a local governmental entity (i.e. The City of Fort Worth) must disclose in the Questionnaire Forms CIQ ("Questionnaire") the person's affiliation or business relationship that might cause a conflict of interest with the local governmental entity. By law, the Questionnaire must be filed with the Fort Worth City Secretary no later than seven days after the date the person begins contract discussions or negotiations with the City, or submits an application or response to a request for proposals or bids, correspondence, or another writing related to potential agreement with the City. Updated Questionnaires must be filed in conformance with Chapter 176. A copy of the Questionnaires Form CIQ is enclosed with submittal documents. The form is also available at http://www.ethics.state.tx.us/forms/CIQ.pdf. If you have any questions about compliance, please consult your own legal counsel. Compliance is the individual responsibility of each person or agent of a person who is subject to the filing requirement. An offense under Chapter 176 is a Class C misdemeanor. NOTE: If you are not aware of a Conflict of Interest in any business relationship that you might have with the City, state Contractor name in the # 1, use N/A in each of the areas on the form. However, a signature is required in the #7 box in all cases. CONFLICT OF INTEREST (QUESTIONNAIRE FORM CIQ For vendor doing business with local governmental entity This questionnaire reflects changes made to the law by H.B. 23, a41h Leg., Regular Session. OFFICE USE ONLY This questionnaire is being filed in accordance with Ghapter 176. Local Government Code, by a vendor who Date Received 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 liled with the records administrator of the local governmental entity not later than the 7th business day after the date the vendor becomes aware of fads that require the stalemerrt to be filed. Sop Section 176-006(a-1), Local Government Code. A vendor commits an olfense if the vendor knowingly violates Section 176.o%, Loral Govemment Code- An oilansse under this section is a misdemeanor. J Noma of vendor who has a business relationship with local governmental entity. Lakeshore Learning Materials, LLC J ❑ Check th is box ifyou are filing an updale to a previously fi led q uasfionnoire. (The law requires that you file an updated c,)mpleted questionnaire with the appropriate f ling auth&ity not later than the 7th business day after the date on which you became aware that the originally f led questionnai•e was incomplete OF inaccurate.) J Name of local government officeraboui whom the information is being disclosed. N/A Name of Off cer J Describe each employment or other business relationship with the local government officen or a family member of the officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local govemrnertoff icer. Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form CIC as necessary. N/A A- Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than investment income, from the vendor"? Yes = No N/A B- Is the vendor receiving or I ikely to receive tatrablo income, other than investment income. from or at the d-ireetion of the local gayemmont officer or a family member of the officer AND the taxable income is not received from the local governmental entity? Yes =No N/A Describeeach employment or business relationship that thevendor 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. N/A J Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts El as described in section 176.ODG(a)(2)(B), excluding gifts described in section 176.003(a-1). N/A J Signature of vendor doing business with the governmental enury Form provided by Texas Ethics Cornr^issior www.athics.stata_Ix_us 11 /22/2023 Ja:e ReAsed 111=1 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity A complete copy of Chapter 176 of the Local 0overnment Code may be found at http:;,'s+wwws[ar.uies_legis_state.tx_us! Docs; LG,'htrw LCL 176.htm. For easy reference, below are some of the sections cited on this form. Local Government Code & 17&001f1-a): "Business relationship" means a connection between two or more parties based on con-n--- rciai activity of one of the parties. The term does not include a connection based on: (A) a Iran saction that is s ubject 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 Gave m me nt Cade ti i T6.003(a)(2)(A) and (B): (a) A local government officer shall file a conflicts disclosure statement with respect to avendor if: (2) thevendor: (A) has an employment or other business relationship with the local government officer or a family member of the officer that results in tha officer or family member receiving taxable income, other than irrrestment income, that exceeds $2.500 during the 12-month period preceding the date that the officer becomes aware that (i) acontract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the (B) has given to the local government officer or a family mem ber of the off icer 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 (i i) the local gave rnmental entity is considering entering into a contract with the vendor_ Local Government Code 4176.006#a1 and fa-1] (a) Avendor shall fide a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and: (1) has an emp Ioyment or other busi ness relationship with a I ocal government officer of th at local governmental entity, or a fam ily member of the off ioer, descri bed by Section 176.003(a)(2) (A)' (2) has given a local government officer of that focal governmental entity, or a family member of the officer. one or more giftswith the aggregate value specified by Section 17-6.003(a)(2)(B), excluding any gift described by Section 176.003(a-1); or (3) has a family relationship with a Ioeal government officer of that local governmental entity- (a- I ) 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 arequest 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 ven dor has g iven one or more g ifts described by Subsection (a)' or (C) of a family relationship with a local government officer_ Farm provided by Texas Ethics Commission www.ethics.state.Ix.us Revered 1110021 SECRETARY'S CERTIFICATE The undersigned, David Bo Kaplan, being the duly appointed and acting Secretary of Lakeshore Learning Materials, LLC, a California Limited Liability Company (the "Company"), does hereby certify that the resolution set forth below is a true and complete copy of a resolution duly adopted by the Board of Managers of the Company by unanimous written consent on January 6, 2023; and that said resolution has not been amended or repealed and is still in full force and effect: THEREFORE, BE IT RESOLVED that Tyler Domski, be, and he hereby is, appointed and designated as Vice President of Business Process and Contracts, Mike Duong, be, and he hereby is, appointed and designated as Vice President of Sales Operations, Jennifer Doran, be, and she hereby is, appointed and designated as Director - Bid & Contracts, Rafael Muro, be, and he hereby is, appointed and designated as Bid Operations Manager, Eunice Peterson, be, and she hereby is, appointed and designated Bid Manager, Mariel Briones, be, and she hereby is, appointed and designated as Bid Administration Manager, and Luke Creamer, be, and he hereby is, appointed and designated as Bid Analyst, and Johanna Lopez, be, and she hereby is, appointed and designated as Bid Analyst, Kyle Ferguson -Owens, be, and she hereby is, appointed and designated as Bid Analyst, and Christopher Kingston, be, and he hereby is, appointed and designated as Bid Analyst, Lili Azouz, be, and she hereby is, appointed and designated as Bid Analyst, all with full power and authority to act in the name and on behalf of the Company in all negotiations, concerns and transactions with third parties, their employees or agents in connection with bidding, which actions shall include but not be limited to the execution of, and affixation of the corporate seal to, all bids, papers, documents, affidavits, bond, sureties, purchase orders and notices issued pursuant to the provisions of any such bid or contract, with each and every such act to be conclusive evidence of their authority therefore and the Company's ratification, approval, confirmation and acceptance thereof as valid and binding upon the Company. IN WITNESS WHEREOF, I have hereunto set my hand and the seal of the Company this 22nd day of November . 2023 . Bo Kaplan Secretary 2695 E. Dominguez St. • Carson, CA 90895 • (800) 421-5354 • Fax (310) 537-7990 • www.LakeshoreLearning.com