HomeMy WebLinkAboutContract 60769FORT WORTH CSC No. 60769
CITY OF FORT WORTH
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This Cooperative Purchase Agreement ("Agreement") is entered into by and between School Specialty, 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 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 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 cooperative contract with no
renewal remaining, unless City or Contractor provides the other party with notice of non -renewal at least 60
days before the expiration of the Initial Term or renewal period. However, if funds are not appropriated, the City
may cancel the Agreement 30 calendar days after providing written notification to the Contractor.
Vendor agrees that City shall, until the expiration of three (3) years after final payment under this
Agreement, or the final conclusion of any audit commenced during the said three years, have access to and the
right to examine at reasonable times any directly pertinent books, documents, papers and records, including, but
not limited to, all electronic records, of Vendor involving transactions relating to this Agreement at no additional
cost to City. Vendor agrees that City shall have access during normal working hours to all necessary Vendor
facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with
the provisions of this section. City shall give Vendor reasonable advance notice of intended audits.
Notices required pursuant to the provisions of this Agreement shall be conclusively determined to have
been delivered when (1) hand -delivered to the other party, its agents, employees, servants or representatives, (2)
delivered by facsimile with electronic confirmation of the transmission, or (3) received by the other party by
United States Mail, registered, return receipt requested, addressed as follows:
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
COOP BuyBoard 653-21
Page 1 of 64
To CITY: To VENDOR:
City of Fort Worth School Specialty, LLC
Attn: Jesica McEachern, Assistant City Manager
200 Texas Street Address:
Fort Worth, TX 76102-6314 W6316 Design Drive
Facsimile: (817) 392-8654 Greenville, WI 54942
With copy to Fort Worth City Attorney's Office at Facsimile: 888-388-6344
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:
C�p�,�5�
By:
Name: Jesica McEachern
Title: Assistant City Manager
Date: Jan 16, 2024
APPROVAL RECOMMENDED:
By: Midori C ark (I Jan 11, 202413:40 CST)
•l Name: Midori Clark
Title: Library Director
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By: /VI
Name: Jannette Goodall
Title: City Secretary
VENDOR:
School Specialty, LLC
JZ. By: i ,
Name: Sarah Peterson
Title: Assistant Secretary
Date: 1 /11 /2024
CONTRACT COMPLIANCE MANAGER:
By signing I acknowledge that I am the person
responsible for the monitoring and administration
of this contract, including ensuring all performance
and reporting requirements.
By: 6zi 2iil
Name: Paul Orr
Title: Management Analyst II
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
COOP BuyBoard 653-21
Page 2 of 64
Exhibit A - Pricing
School Specialty Information
Address: W6316 Design Drive
Greenville, WI 54942
Phone: (888) 388-3224
Fax: (888) 388-6344
Email: CustomerCare@schoolspecialty.com
By submitting your response, you certify that you are authorized to represent and bind your company.
Amy Fuss
Signature
Submitted at 511212021 9:46:26 AM
Requested Attachments
bid notices(a)schoolspecialty.com
Email
BuyBoard Final No.653-21 for Instructional Materials and Classrooms Teaching Supplies and Equipment.pdf
Proposal
Invitation No.653-
21 for Instructional
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 letter about catalog.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 Detailed Information and Exceptions Related to Discount and or Hourly Labor Rate.pdf
Exceptions Related to
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.pdf
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 W9.pdf
REQUIRED - In PDF format, upload W-9 form. (Please DO NOT password protect uploaded files.)
Bid Lines
Page 3 of 13 pages WF&POIBgy"r� � 7 653-21
Page 3 of 4
2
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 34% 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
Reference cover letter.
Section I: Non -Adopted 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 34% 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
Reference cover letter.
Page 4 of 13 pages WRPoIBSyiMr � 653-21
Page 4 MOP*
3
4
Section I: Non-Adoated 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).
Total: 1 34% 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
Reference cover letter.
Section II: Instructional Technoloav Eauiament. Surmlies 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 34% 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
Reference cover letter.
Page 5 of 13 pages WRPoIBSyiMr � 653-21
Page 5 MOP*
5
6
Section II: Instructional Technoloa_ v Eauipment. Suaalies and Services- Discount (%) off catalog/pricelist
for Instructional Technology Supplies.
Item Notes:
Total: 1 34% 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
Reference cover letter.
Section II: Instructional Technoloav Eauipment. Supplies 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 Price: 1 $250.00 1 Total: $250.00 1
Page 6 of 13 pages WRPoIBSyr �1 653-21
Page 6 MOP*
7
U.
Section III: Professional Development Services for Staff on Instructional Technoloav
Equipment- 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
Section IV: Career and Technoloav Instructional Materials and Eauipment- 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:
Total: 1 34% 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 7 of 13 pages WRPoIBSyiMr � 653-21
Page 7 MOP*
Item Attributes
E
1. State Name of Catalog/Pricelist
Reference cover letter.
Section IV: Career and Technoloav Instructional Materials and Eauipment- 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:
Total: 1 34% 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
e 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
Reference cover letter.
Page 8 of 13 pages WRPoIBSy MOP*
� 1 653-21
Page 8 of 4
1
0
Section IV: Career and Technoloav Instructional Materials and Eauinment- Discount (%) off
catalog/prlcellst for All Other Career and Technology Instructional and Curriculum Materials.
Total: 34% 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
Reference cover letter.
Section IV: Career and Technoloav Instructional Materials and Eauiament- Discount (%) off
catalog/prlcellst for All Other Career and Technology Related Products, Parts, Supplies and Equipment (to be used in an
instructional environment).
Total: 34% 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.
Page 9 of 13 pages WRPoIBSy MOP*
� 1 653-21
Page 9 of 4
Item Attributes
1. State Name of Catalog/Pricelist
Reference cover letter.
1
2 Section IV: Career and Technoloav Instructional Materials and Eauipment- 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 Price: $250.00 1 Total: $250.00 1
1
3 Section V: Soecial Education Instructional Materials and Eauipment- Discount (%) off catalog/pricelist
for Special Education Instructional and Curriculum Materials.
Total: 34% 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
Reference cover letter.
Page 10 of 13 pages WRPo1BSyr �1 653-21
Page 10 ofVP*
1
4 Section V: Soecial Education Instructional Materials and Eauiament- 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 34% 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
Reference cover letter.
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 Price:l $250.00 1 Total:l $250.001
Page 11 of 13 pages W PoIBSyiMr � 653-21
Page 11 of 4
1
6
1
7
Section VI: Classroom and Teachina Aid Supplies and Eauiament- Discount (%) off catalog/pricelist
for Classroom and Teaching Aid Instructional Supplies and Manipulatives.
Total: 34% 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
Reference cover letter.
Section VI: Classroom and Teachina Aid Supplies and Eauiament- Discount (%) off catalog/pricelist
for Classroom and Teaching Aid Instructional Equipment (to be used in an instructional environment).
Total: 34% 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
Reference cover letter.
Page 12 of 13 pages WRPo1B3y1Mr � 653-21
Page 12 of 4
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.
Item Notes:
Total: 1 34% 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
Reference cover letter.
1
9 Section VI: Classroom and Teachina Aid Supplies and Eauiament-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 Price: 1 $250.00 1 Total: $250.00 1
Response Total: $1,000.00
Page 13 of 13 pages WRPo1BSyr �1 653-21
Page 13 ofVP*
Exhibit B - BB 653-21 Contract
PFBoard0
July 29, 2021
Sent Via Email: bidnotices@schoolspecialty.com
Amy Fuss
School Specialty, LLC
W6316 Design Drive
Greenville, WI 54942
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 PTBuYBA d 791
!!ff Page 14 of 64
`
FLRE4
12007 Research Boulevard • Austin, Texas 78759-2439 , PH: 800-695-2919 • buvboard.com
PROPOSER'S ACCEPTANCE AND AGREEMENT
Proposal Invitation Name: Instructional Pronosal Due Date/opening Date and Time:
Materials and Classroom Teaching Supplies and May 13, 2021 at 4:00 PM
Equipment
EMDosal Invitation Number: 653 21
Contract Term: November 1, 2021 through
October 31, 2022 with two possible one-year
renewals.
Location of Proposal Openinq:
Texas Association of School Boards, Inc.
BuyBoard Department
12007 Research Blvd.
Austin, TX 78759
Anticipated Cooperative Board Meeting Date:
July 2021
By s/gnature below, the unders/gned acknowledges and agrees that you are authorlred to subm/t th/s
Proposal, lnclud/ng mak/ng all acknowledgements, consents, and cent/f catlons hereln, on behalf of Proposer
and, to the best of your knowledge, the lnformatlon provided is true, accurate, and complete.
School_ Specialty, LLC
Name of Proposing Company
W6316 Design Drive
Street Address
Greenville, WI 54942
City, State, Zip
888-388-3224
Telephone Number of Authorized Company Official
888-388-6344
Fax Number of Authorized Company Official
5/11 /2021
Date
Signature of thorized Company Official
Amy Fuss
Printed Name of Authorized Company Official
Assistant Secretary
Position or Title of Authorized Company Official
85-2162684
Federal ID Number
Page 10 of 73
Proposal Forms COMM(SVC$ v.03.01.2021
COOP BuyBoard 653-21
Page 15 of 64
PF)R904 �
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 Est initial in the bottom riaht corner of each oaag 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'l 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•
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DV)Q29r.4.
12007 Research Boulevard I 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 (,/) one of the following:
❑ My company Is a publicly -held corporation. (Advance notice requirement does not apply to publicly -held corporation.)
0 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):
Details of Conviction(s):
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AW90MElf
12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • k bpard,canl
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 (J) one of the followina:
❑ I certify that my company is a Resident Proposer.
® I certify that my company is a Nonresident Proposer.
If your company is a Nonresident Proposer, you must provide the following information for your resident state (the state in
which your company's principal place of business is located):
School Specialty. LLC
Company Name
W6316 Design Drive
Address
Greenville WI 54942
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 state is the same as yours by a prescribed amount or percentage to receive a comparable contract?
❑ Yes ® No
What is the prescribed amount or percentage? $ NA or NA %
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 (V) one of the followina:
❑ Yes ® No r,
Initial• ,'�
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Bo�rrd'
PURMWHO COOPERATIVE
12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 ' bW� troard.(;ym
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 N) all that aDDly:
❑ 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:
x❑ My company has NOT been certified as a HUB.
Initial:
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12007 Research Boulevard . Austin, Texas 78759-2439 • PH: 800-695-2919 1 buvboard.c'r1m
ACKNOWLEDGEMENT OF BUYBOARD TECHNICAL REOUIREMENTS
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 cannQor will flgt
comply.]
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 h�iyboard.corm-iVe.ndoriResources.asox, 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's, 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:
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Board'
F�.1<�,�
12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvbeard.corn
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:
5 Packaging, Transportation, and Delivery
Freight Terms:
Prefix 5 Items: Free Freight
Deviations presented by the vendor have
been accepted by BuyBoard.
Lisa Maraden
Contract Administrator
Prefix 9 Items: $9.95 minimum or free over $49 based on NET subtotal
Prefix 6 Items: Free Freight
Live and Hazardous charges are waived.
Page 16 of 73
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rvFd°
AV90=00
12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 * prrti t4JO W.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:albuvboard.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 th/s box unless your company Is opt/ng 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.
sr
Initial•
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Board'
PURpIAS1N0 COOPERA7lYE
12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' b iZ1 rid ccsm
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 N) one of the following:
0 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:
(Attach addrbona! sheets If needed)
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Boara�
FuitptAstMa coo�rrvF
12007 Research Boulevard ' Austin, Texas 78759-2439 , PH: 800-695-2919 . buvboard.com
B. Copyright Information
Does your Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal)
contain copyright information?
Please check W) one of the following:
NO, Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal) does not
contain copyright information.
ElYES, 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:
(Attach additional sheets if needed.)
C. Con5gol JR Release refidential/Pronrietary/Copyriaht Informaton to @WBoard 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 TabulatioB
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:
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Boards
a1tRCMASiNO CODPERA7lYd
12007 Research Boulevard • Austin, Texas 78759-2439 - PH: 800-695-2919 • buy0oard,corn
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'l. 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 mch of the Items below, Vendor should certify Vendors agreement and ability to comply, where
applicable, by having Vendor's authorized representative check the applicable boxes, In/tlal each page, and
sign the Compliance Forms Signature Page. If you fall to complete any Item In this form, the Cooperative will
cons/der and may list the Vendor's response on the BuyBoard as ONO, 'the Vendor is unable or unw/lung 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.
x❑ 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 Vendor's 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.
x❑ YES, I agree. ❑ NO, I do not agree. Initial:
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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.
® YES, I agree. ❑ NO, I do not agree.
4. Davis -Baton 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'j. 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.
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.
El YES, I agree. ❑ NO, I do not agree.
Initial: hL
Page 21 of 73
Proposal Forms COMM/SVC5 v.03.01.2021
COOP BuyBoard 653-21
Page 26 of 64
Ptqqrd`Rw
12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • h at lay}rc,c4rn
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.
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
Air Act and the Federal Water Pollution Control Act.
® YES, I agree. ❑ NO, I do not agree.
B. 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.
❑x 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).
❑O YES, I agree. ❑ NO, I do not agree.
Initial:
t --
Page 22 of 73
Proposal Farms COMMISVCS v.03.01.2021
COOP BuyBoard 653-21
Page 27 of 64
*
RU9904
12007 Research Boulevard . Austin, Texas 78759-2439 . PH: 800-695-2919 . Uyhp,3rd,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.
® YES, I agree. ❑ NO, I do not agree.
ii. 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.
x❑ 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.
El 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.
D 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.
0 YES, I agree. ❑ NO, I do not agree.
Initial:
Page 23 of 73
Proposal Forms COMMISVCS v.03.01.2021
COOP BuyBoard 653-21
Page 28 of 64
pvgomcoo�r�rF
12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' buyboard.corq
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
School Specialty, LLC
Company Na e
Lf! /
JV
Signature of A thdfized Company Official
Amv Fuss Assistant Secretary
Printed Name and Title
5/11 /2021
Date
Page 24 of 73
Proposal Forms COMM/SVCSS v.03.01.2021
COOP BuyBoard 653-21
Page 29 of 64
Board
PwraustNa rAovraen+tr
12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 1 buwbnarvd
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.
School Specialty, LLC
(list the I" 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 jo.-nt proposal with another entity to propde the same proposed goads 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 C)n one of the following_
TVDe of Business: ❑ Individual/Sole Proprietor ❑ Corporation ❑x Limited Liability Company ❑ Partnership
❑ Other (Specify:
State of Incorporation (if applicable): Delaware
Federal Employer Identification Number: 85-2162684
(Vendor must include a completed IRS W-g form with their Proposal)
Name by which Vend2r. if awarded. wishes to be identified on the BuyBoard: (Note: irdifferent than 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 Certiticate(s), if
applicable, must be attached.)
Page 25 of 73
Proposal Forms COMM/SVCS v.03.01.2021
COOP BuyBoard 653-21
Page 30 of 64
Request for Taxpayer
Give Form to the
Form
(Rev. October2018) Identification Number and Certification
requester. Do not
Departreasury
Send t0 the IRS.
internal
Revenueof Service No -Go to www.Jragov1ForrnW9 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.
SCHOOL SPECIALTY LLC
2 Business name/disregarded entity name, if different from above
m3
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
following seven boxes.
certain entitles, not individuals; see
a
instructions on page 3).
p
❑ Individual/sole proprietor or ❑ C Corporation ❑ S Corporation ❑ Partnership ❑ TrusUestata
o
single -member LLC
Exempt payee code (f any,
0
❑✓ Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) to P
o
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
-
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
"ode if any)
(
another LLC that Is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single -member LLC that
is disregarded from the owner should check the appropriate box for the tax classification of its owner.
❑ Other (see instructions) ►
Popp. ro.c M rmowww-W* rn. u s.l
y
5 Address (number, street, and apt, or suite no.) See Instructions. Requester's name and address (optional)
Wk316 pESIG[� DRIVE
a City, state, and 21P code
GREENVILLE, WI 54942
7 List account number(s) here (optional)
JUM 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 I TE
_ I I `I l
resident alien, sole proprietor, or disregarded entity, see the Instructions for Part I, later. For other
entitles, it is your employer Identification number (EIN). If you do not have a number, see Now 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.
16 2 6 18 14
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 ,, L
Here U.S. person ► �j� _ Date► 5/11 /2021
General Instructions • Form 1099-DlV (dividends, including those from stocks or mutual
funds)
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.gov1FormW9.
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)
Cat. No. 10231X
• 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.
Form W-9 (Rev. 10-201 B)
COOP BuyBoard 653-21
Page 31 of 64
12007 Research Boulevard * Austin, Texas 78759-2439 • PH: 800-695-2919 • Lwyboard,com
VENDOR CONTACT INFORMATION
Pr000sal/Contract Contact:
Vendor Proposal/Contract Contact Name: Amy Fuss
Vendor Proposal/Contract Contact E-mail Address: bidnotices(MschoolsDecialty.com
Vendor Contact Mailing Address for Proposal/Contract Notices: W6316 Design Drive Greenviiie, WI 54942
Company Website: www.schoolsDecialta,.ccm
eurchase 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:
x❑ I will use the internet to receive Purchase Orders at the following address: Must reference promo code
BUYBOARD on all purchase order:
Purchase Order E-mail Address: buyboardorders@schoolspecialty.com
Purchase Order Contact: Customer Care Phone: 888-388-3224
Alternate Purchase Order E-mail Address: NA
Alternate Purchase Order Contact: NA Phone: NA
❑ 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" 1: Cooperative members will send RFQs to you by e-mail. Please provide e-mail addresses
for the receipt of RFQs:
RFQ E-mail Address: quotes schoolspecialty com
RFQ Contact: Quotes Department
Alternate RFQ E-mail Address: bidnoticesCc schoolspecialty.com
Alternate RFQ Contact: Bid Department
Page 26 of 73
Phone: 888-388-3224
Phone: 888-388-3224
Proposal Forms COMMJSVCS v,03.01.2021
COOP BuyBoard 653-21
Page 32 of 64
pv)qqqc�
12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' buvboard.roni
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 ollle (1) of the following options for receipt of invoices and provide the requested
information:
x❑ Service fee invoices and related communications should be provided directly to my company at:
Invoice Mailing address: W6316 Design Drive Department: Finance
City: Greenville State: VVI Zip Code: 54942
Contact Name: Sherri Kremers Phone: 888-388-3224 ext. 5275
Invoice Fax: NA Invoice E-mail Address: sherri.kremers ci school soecialtvcQm
Alternative Invoice E-mail Address: NA
❑ In lieu of my company, I request and authorize all service fee invoices to be provided directly to the following billing
agent":
Billing Agent Mailing Address: Department:
City: State: Zip Code:
Billing Agent Contact Name: Phone:
Billing Agent Fax: Billing Agent E-mail Address:
Alternative Billing Agent E-mail Address:
** 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: ® Common Carrier ❑ Company Truck ❑ Prepaid and Add to Invoice ❑ Other:
2. Payment Terms: (Agg. Vendor payment terms must comply with the BuyBoard General Terms and Conditions and the Texas
Prompt Payment Act (Texas Government Code Ch. 2?SI).): Net 30days
3. Vendor's Internal/Assigned Reference/Quote Number (optional): Q-78299
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): Unused merchandise, in sellable conditic
not meetin+n your satisfaction cosy be returned in it's oriqinal packaginq within 30 days of receipt of your order. Please referenc
our website for more information: www.schoolspecialty.com/returns.
5. Are electronic payments acceptable? x❑Yes ❑ No 6. Are credit card payments acceptable? ❑x Yes ❑ No
Page 27 of 73
Proposal Forms COMM/SVCS v.03,01.2021
COOP BuyBoard 653-21
Page 33 of 64
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: $123.327,696 00 . (The period of the 12-month
period is 1/1/2020 /12/27/2020), 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
2. T-PASS (state of Texas)
3. OMNIA Partners
4. Sourcewell (NIPA)
5. E&I Cooperative
6. Houston -Galveston Area Council (HGAC)
7. Choice Partners
8. The Interlocal Purchasing System (TIPS)
9. Other
N
N
Educ. School Supplies. Fumilure instafia on &
Y 10+ ears Related Services, Athletic, PE Supplies & Team
y Uniforms Chemsiuy Biology Physics &, natom
niauuau.— auPµias a 0.i Wa
Y 10+ years Furniture Contract
N
N
Edu Materials & Related Custodial Sup A Sitr&
Y 10+ years Office Supplies Scientific Equip & Relale J.
Fum. & Pyyyrjp.. Edu Instruclio�al Softwan
Fine P43 !L Related Early Ch Whoed
N Supplies & Related
❑ 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 (%): 34%/10%
Proposed Discount (%): 34%/10%
Explanation: 34% discount off supply items, 10% discount off furniture and equipment Items Please reference cover letter
to seethe departments each discount applies to.
Page 28 of 73
Proposal Forms COMM/SVCS v.03.01.2021
COOP BuyBoard 653-21
Page 34 of 64
P790moof
12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buabuard.corn
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
VoWme
36% supply
$2.038.850
1. Fort Vu�h lSD
Jonathan liev
817-81-21.53
ionathan bevefwisd.ora 10% furn
359,16 supply
$1,170.306
2. Katy ISD
Gloria Truskowski
281-396-6260
glona truskowski(a�katyisd.orq 12%furn
33% suply
$143,771
3. San Angelo
Jason Henry
325-947-3579
jasan.henry@a saisd.org 14% furn
35% supply
$133,300
4, Pasadena ISD
Tanya Morgan
713-740-0198
tmorgan1@pasadenaisd.org 14% furn
.3S"lo supply
5.Pearl and IS
Monk Mason
281-485-32fl2
masonm&pearlandi ri nrn 140/- furn
$475,353
Do you ever modify your written policies or standard overnmental sales practices as identified in the above chart to give
better discounts (lower pricing) than indicated? YES NO E] If YES, please explain:
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
COOP BuyBoard 653-21
Page 35 of 64
eA School
6 Specialty.
Company Profile
With a 60-year legacy, School Specialty is a leading provider of comprehensive learning
environments for the preK-12 education marketplace in the U.S. School Specialty believes every
student can flourish in an environment where they are engaged and inspired to learn and
grow. In support of our vision to transform more than classrooms by improving learning
outcomes and district performance, the company applies its unmatched team of subject -matter
experts and designs, manufactures and distributes a broad assortment of name brand and
proprietary products to deliver upon its unique value proposition — including essential
classroom supplies, furniture and design services, educational technology, science curriculum,
supplemental learning resources, professional development, funding assistance and more.
School Specialty LLC • Bid Department
W6316 Design Drive
Greenville, Wi 54942 • Ph: 888-388-3224
COOP BuyBoard 653-21
Page 36 of 64
°
PFARE4
12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' haNhoard.c4-Lm
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 pest 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 des/gnat/ng a reglon or reglon, you are cert/fy/ng that you are author/red and wl/I/ng to prov/de
the proposed products and services In those reglon. Des/gnating regions In wh/ch you are elther unable or
unwlll/ng to prov/de the spec/fled products and services shall be grounds for ether reject/on of your Proposal
or, /f awarded, terminat/on 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
School Specialty, LLC
Company Name
Page 30 of 73
0 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:
Region
and Headquarters
❑
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
ElPaso
❑
20
San Antonio
❑ I will not service members of the
Texas Cooperative.
Proposal Forms COMM/SVCS v.03.01.2021
COOP BuyBoard 653-21
Page 37 of 64
Board'
PURCRASfBQ CCOPFRATIYE
12007 Research Boulevard ' Austin, Texas 78759-2439 , PH: 800-695-2919 ' FAX: 800-211-5454 ' Luyboard,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: If you plan to service Texas Cooperative
members, be sure that you complete the Texas Regional Service Designation form.) In addltlon to this form, to be
considered for a plggy-back award by the Natlonal Purchasing Cooperative, you must have an authorized
representative sign the National Purchasing Cooperative Vendor Award Agreement that follows tfils 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 desiynating 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, ifawarded, termination of your Contract.
Please cherdL(,/) all that aW&j
❑ I will service all states in the United States.
0 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
ElTexas
Louisiana
❑ Utah
Maine
❑ Vermont
Maryland
❑ Virginia
Massachusetts
❑ Washington
Michigan
❑ West Virginia
Minnesota
❑ Wisconsin
Mississippi
❑ Wyoming
Missouri
Montana
Page 31 of 73
Proposal Forms COMM/SVCS v.03.012021
COOP BuyBoard 653-21
Page 38 of 64
PULogrdnw
12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' FAX: 800-211-5454 • buvboard.com
NATIONAL PURCHASING COOPERATIVE VENDOR AWARD AGREEMENT
In accordance with the Terms and Conditions associated with this Proposal Invitation, a contract awarded under this Proposal
Invitation may be "piggy -backed" by another governmental entity. The National Purchasing Cooperative is an
intergovernmental purchasing cooperative formed by certain school districts outside of Texas to serve its members throughout
the United States. If you agree to be considered for a piggy -back award by the National Purchasing Cooperative, you agree
to the following terms and agree to serve National Purchasing Cooperative members in the states you have indicated on the
State Service Designation form, in your Proposal.
By signing this form, Proposer (referred to in this Agreement as "Vendor") agrees as follows:
1. Vendor acknowledges that if The Local Government Purchasing Cooperative ("Texas Cooperative's awards Vendor a
contract under this Proposal Invitation ("Underlying Award', the National Purchasing Cooperative ("National Cooperative' }
may - but is not required to - "piggy -back" on or re -award all or a portion of that Underlying Award ("Piggy -Back Award'.
By signing this National Cooperative Vendor Award Agreement ("Agreement'), Vendor accepts and agrees to be bound by
any such Piggy -Back Award as provided for herein.
2. In the event National Cooperative awards Vendor a Piggy -Back Award, the National Cooperative Administrator ("BuyBoard
Administrator's 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
COOP BuyBoard 653-21
Page 39 of 64
PFqqqrd
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.
School Specialty, LLC
Name of Vendor
Signature of Auth i ed Company Official
5/11 /2021
653-21
Proposal Invitation Number
Amy Fuss
Printed Name of Authorized Company Official
Date
Page 33 of 73
Proposal Forms COMMISVCS v.03.01.2021
COOP BuyBoard 653-21
Page 40 of 64
PPoard4
UMMSINOCOOPERATIVE
12007 Research Boulevard • Austin, Texas 78759-2439 , PH: 800-695-2919 . FAX; 800-211-5454 . bua,lxtard.cufn
LOCATION /AUTHORIZED SELLER LISTINGS NA
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 w/sh to des/gnate Deslgnated Dealers as defined /n the General Terms
and Condition to recelve Cooperative member Purchase Orders on your behalf, you must complete the
Manufacturer Des/gnated Dealer form.
Proposal Forms COMM/SVCS v.03.01.2021
Page 34 of 73
COOP BuyBoard 653-21
Page 41 of 64
PV)qqard
COOPERATIVE
12007 Research Boulevard • Austin, Texas 78759-2439 , PH: 800-695-2919 • FAX: 800-211-5454 • buvbnard.cnm
MANUFACTURER DEALER DESIGNATION NA
If Vendor is a manufacturer that sells products through a dealer network and wishes to designate a dealer or multiple dealers
("Designated Dealers' to receive Cooperative member Purchase Orders on Vendor's behalf, you must complete this form for
each dealer you wish to designate.
Regardless of any Designated Dealers submitted by Vendor, Vendor specifically agrees and acknowledges that any such
designations are for Vendor's convenience only and shall not, if Vendor is awarded a Contract, relieve Vendor of any
obligations under the Contract, including payment of Cooperative service fees on all Purchase Orders submitted to Vendor or
any Designated Dealer. In accordance with the General Terms and Conditions, an awarded Vendor shall remain responsible
and liable for all of its obligations under the Contract and the performance of both Vendor and any of Vendor's Designated
Dealers under and in accordance with the Contract and remain subject to all remedies for default thereunder, including, but
not limited to suspension and termination of Vendor's Contract for nonpayment of service fees.
If awarded, Vendor authorizes the Cooperative, in its sole discretion, to list any Vendor Designated Dealers in the BuyBoard
system and to receive Purchase Orders directly from Cooperative members on behalf of Vendor. To the extent a Vendor with
Designated Dealers receives a Purchase Order directly, it shall be the responsibility of Vendor to appropriately process such
Purchase Order in accordance with the Contract, including but not limited to timely forwarding such Purchase Order to a
Designated Dealer for processing.
The Cooperative reserves the right, in its sole discretion, to refuse addition of, or request removal of, any Designated Dealer,
and Vendor agrees to immediately require such Designated Dealer to cease accepting Purchase Orders or otherwise acting
on Vendor's behalf under the Contract. Further, the Cooperative administrator shall be authorized to remove or suspend any
or all Designated Dealers from the BuyBoard at any time in its sole discretion.
If you wish to designate a dealer to service a contract awarded under this Proposal Invitation, please list the Designated
Dealer below. If you wish to designate multiple dealers, please duplicate this form as necessary.
Designated Dealer Name
Designated Dealer Address
City
Phone Number
Designated Dealer Contact Person
state zip
Fax Number
Email address Designated Dealer Tax ID Number* (*attach W-9)
Proposa Forms COMMMCS v.03.01,2021
Page 35 of 73
COOP BuyBoard 653-21
Page 42 of 64
Board`
PIlRpMSWO COQPERATfYE
12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 • FAX: 800-211-5454 ' bswJ-Qardsom
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.
50+ ,rears. School Specialty, LLC was previously known as School Specialty. Inc. We were recently purchased.
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.
School Specialty, LLC offers solutions for every aspect of your school We are more than a school supplies distributor, we are
an education company that can offer holistic solutions that support your vision for educatinq students. You already enjoy a
relationship with a dedicated local Sales Manager that you know and trust, who has a vested interest in ensuring that you
receive versonal service when you need it - before, during and after contract implementation. Please see attached contact
information sheet.
3. Marketina StrateM: For your Proposal to be considered, you must submit the Marketing Strategy you will use if the
Cooperative accepts all or part of your Proposal. (Example.• Explain how your company 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.
Please see attached Marketina Strateov.
Proposal Forms COMM/SVCS v.03.01.2021
Page 36 of 73
COOP BuyBoard 653-21
Page 43 of 64
BuyBoard — School Specialty Marketing
I. In partnership with BuyBoard, School Specialty will seek to inform members of the wide
range of products and services available to them through SSI and the benefits of purchasing
through BuyBoard. School Specialty Marketing personnel will work with BuyBoard to
enhance and improve our current relationship. This plan will consist of, but not be limited
to, the points outlined in this marketing document. School Specialty Marketing personnel
will work closely with BuyBoard to:
i. Establish benchmarks and outline objectives for marketing performance.
ii. Review and refine marketing initiatives to better serve the needs of both
entities as the year progresses.
II. Target Audience:
III. Goals:
Current BuyBoard members
ii. School districts or organizations targeted for BuyBoard member acquisition.
i. To increase School Specialty category awareness among current BuyBoard
members, including furniture.
ii. To secure new BuyBoard members where appropriate.
IV. Strategies and Tactics: School Specialty Marketing personnel will work with BuyBoard on
comprehensive marketing strategies and plans as the two parties agree. School Specialty
Marketing personnel will also provide:
i. BuyBoard specific Flyer detailing the features and benefits of our association.
ii. Assistance and awareness of School Specialty's offerings through the BuyBoard
contract with awareness flyers and sell sheets.
V. Marketing Contact: School Specialty
i. Helen Schleis —Sr. Field Marketing Manager,
helen.schleist@schoolspecialty.com.
COOP BuyBoard 653-21
Page 44 of 64
Boar�'�
PUIdptASiliB COOPFRAIYYE
12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • FAX: 800-211-5454 •-Uybc,ard.rc-rn
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.
Attached is a copy of School Specialty's certificate of insurance. as well as. our most recent Consolidated Financial Statement
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.
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.
NA
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.
Please see attached.
Proposal Forms COMM/SM v.03.01.2021
Page 37 of 73
COOP BuyBoard 653-21
Page 45 of 64
pupeffo `
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 th/s form ONL Y If you
wish to request author/zat/on 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 authorizatlon from the Cooperative adminlstrator 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 recelved and read the AddIdonal Terms and Conditions for BuyBoard
Self -Reporting Included In this Proposal Invltatlon and do hereby approve and agree to such terms and
condltlons on behalf of Vendor.
NAME OF VENDOR: School Specialty. LLC
Signature of Vendor Aut rized epresentative
Printed Name: Amy Fuss
Title: Assistant Secretary
Date: 5111 /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
COOP BuyBoard 653-21
Page 46 of 64
oard 0
dSINC COOPERATIVE
653-21
School Specialty
Supplier Response
Event Information
Number: 653-21
Title: Instructional Materials and Classrooms Teaching Supplies and
Equipment
Type: Request for Proposal
Issue Date: 3/24/2021
Deadline: 5/13/2021 04:00 PM (CT)
Notes:
PN7Board
The Local Government Purchasing Cooperative (BuyBoard)
Proposal Invitation No. 653-21
Instructional Materials and Classrooms Teaching Supplies and Equipment
Proposal Due Date and Time: May 13, 2021 at 4:00 PM
Responding to this and future proposals online is easy with our online submission
system.
1. View and download the forms.
• DO NOT log in to view and download the documents.
• Visit vendor.buvboard.com and click on the "Current Proposal Invitations" button
shown below to view and download the forms for this proposal.
Page 1 of 13 pages WRPOIBSyRM, 653-21
Page 47 of 4
Current Proposal Iflvitations ►
2. To submit completed proposal.
• Visit vendor.buvboard.com and click "Register/Login/Submit Proposal" button
shown
below to submit your proposal online.
Register/LogirdSubmit Proposal ll�
• For additional assistance click this link 1 View our Proposal Submission
Instructions.
New Vendor? Visit vendor. buvboard.com and click "Rea ister/Loain/Submit Proposal."
Click Reaister now as a new suoalier/vendor, so you don't miss future ar000sal
opportunities.
Anv Addenda issued with this proposal will also be placed on the website, and it will
be the
vendor's responsibility to obtain the information.
Page 2 of 13 pages WRPo1BSyr �1 653-21
Page 48 of 4
School Specialty Information
Address: W6316 Design Drive
Greenville, WI 54942
Phone: (888) 388-3224
Fax: (888) 388-6344
Email: CustomerCare@schoolspecialty.com
By submitting your response, you certify that you are authorized to represent and bind your company.
Amy Fuss
Signature
Submitted at 511212021 9:46:26 AM
Requested Attachments
bid notices(a)schoolspecialty.com
Email
BuyBoard Final No.653-21 for Instructional Materials and Classrooms Teaching Supplies and Equipment.pdf
Proposal
Invitation No.653-
21 for Instructional
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 letter about catalog.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 Detailed Information and Exceptions Related to Discount and or Hourly Labor Rate.pdf
Exceptions Related to
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.pdf
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 W9.pdf
REQUIRED - In PDF format, upload W-9 form. (Please DO NOT password protect uploaded files.)
Bid Lines
Page 3 of 13 pages WF&POIB g VPM r� 653-21
Page 49 of 4
2
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 34% 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
Reference cover letter.
Section I: Non -Adopted 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 34% 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
Reference cover letter.
Page 4 of 13 pages WRPoIBSy MP*
� 1 653-21
Page 50 of 4
3
4
Section I: Non-Adoated 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).
Total: 1 34% 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
Reference cover letter.
Section II: Instructional Technoloav Eauiament. Surmlies 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 34% 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
Reference cover letter.
Page 5 of 13 pages WRPoIBSyiMr � 653-21
Page 51 of 4
5
6
Section II: Instructional Technoloa_ v Eauipment. Suaalies and Services- Discount (%) off catalog/pricelist
for Instructional Technology Supplies.
Item Notes:
Total: 1 34% 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
Reference cover letter.
Section II: Instructional Technoloav Eauipment. Supplies 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 Price: 1 $250.00 1 Total: $250.00 1
Page 6 of 13 pages WRPOIBSy r � 653-21
Page 52 of 4
7
U.
Section III: Professional Development Services for Staff on Instructional Technoloav
Equipment- 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
Section IV: Career and Technoloav Instructional Materials and Eauipment- 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:
Total: 1 34% 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 7 of 13 pages WRPoIBSy MP*
� 1 653-21
Page 53 of 4
Item Attributes
E
1. State Name of Catalog/Pricelist
Reference cover letter.
Section IV: Career and Technoloav Instructional Materials and Eauipment- 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:
Total: 1 34% 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
e 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
Reference cover letter.
Page 8 of 13 pages WRPoIBSyiMr � 653-21
Page 54 of 4
1
0
Section IV: Career and Technoloav Instructional Materials and Eauinment- Discount (%) off
catalog/prlcellst for All Other Career and Technology Instructional and Curriculum Materials.
Total: 34% 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
Reference cover letter.
Section IV: Career and Technoloav Instructional Materials and Eauiament- Discount (%) off
catalog/prlcellst for All Other Career and Technology Related Products, Parts, Supplies and Equipment (to be used in an
instructional environment).
Total: 34% 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.
Page 9 of 13 pages WRPoIBSyiMr � 653-21
Page 55 of 4
Item Attributes
1. State Name of Catalog/Pricelist
Reference cover letter.
1
2 Section IV: Career and Technoloav Instructional Materials and Eauipment- 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 Price: $250.00 1 Total: $250.00 1
1
3 Section V: Soecial Education Instructional Materials and Eauipment- Discount (%) off catalog/pricelist
for Special Education Instructional and Curriculum Materials.
Total: 34% 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
Reference cover letter.
Page 10 of 13 pages WRPo1BSyr �1 653-21
Page 56 ofVP*
1
4 Section V: Soecial Education Instructional Materials and Eauiament- 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 34% 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
Reference cover letter.
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 Price:l $250.00 1 Total:l $250.001
Page 11 of 13 pages WRPoIBSyiMr � 653-21
Page 57 of 4
1
6
1
7
Section VI: Classroom and Teachina Aid Supplies and Eauiament- Discount (%) off catalog/pricelist
for Classroom and Teaching Aid Instructional Supplies and Manipulatives.
Total: 34% 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
Reference cover letter.
Section VI: Classroom and Teachina Aid Supplies and Eauiament- Discount (%) off catalog/pricelist
for Classroom and Teaching Aid Instructional Equipment (to be used in an instructional environment).
Total: 34% 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
Reference cover letter.
Page 12 of 13 pages WRPo1BSyr �1 653-21
Page 58 ofVP*
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.
Item Notes:
Total: 1 34% 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
Reference cover letter.
1
9 Section VI: Classroom and Teachina Aid Supplies and Eauiament-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 Price: 1 $250.00 1 Total: $250.00 1
Response Total: $1,000.00
Page 13 of 13 pages WRPo1BSyr �1 653-21
Page 59 ofVP*
s� School
Specialty.
School Specialty, LLC Catalog Discount Pricing Offer for
Bid Number: 653-21 Instructional Materials and Classrooms Teaching Supplies and
Equipment
School Specialty, LLC is pleased to offer the following catalog discount by product category and
freight terms. The percentage listed is a discount off the current catalog list price (list prices are subject
to change). Please visit our website at www.schonlspecialty.com and log on to view your contracted
pricing.
Discount off List Product Category
� 34%
AGENDAS
34%
ART SUPPLIES
34%
CAREER TECHNICAL EDUCATION
34%
DAILY LIVING AIDS
1 34%
EARLY LEARNING
34%
JANITORIAL/BREAKROOM SUPPLIES
1 34%
SAFETY -SUPPLIES
1 34%
SCIENCE
1 34%
SPECIAL NEEDS
1 34%
LITERATURE IS
1 34%
MATH IS
1 34%
READING IS
34%
RESOURCES IS____
34%
SAFETY IS
34%
FOSS/DELTA
34%
IS/MATH
34%
SCIENCE CATEGORY
10%
ART EQUIPMENT
10%
BIH MFG ITEM
10%
BRODHEAD GARRETT
10%
CTE
10%
SAFETY -FURNITURE
Standard Freight Terms (subject to changgl:
Ship to Location Item Shipping Charge
Prefix
48 States -Parcel Orders 5 Free Freiqht
48 States -Parcel Orders 9 $9.95 minimum or free over $49 based on NET subtotal
48 States -Non -Parcel Orders 6 Free Freight
School Specialty Bid Department W6316 Des-gn Drive, Greenville, WI 54942 Ph: 888-386-3224 Fax: 800-675-1775
21
COOP BuyBoard 653-21
Page 60 of 64
e School
� Specialty...
Contact Information
• Questions regarding this offer: Angie Iverson
W6316 Design Drive
Greenville, WI 54942
Phone (800) 554-7632
Fax (800) 675-1775
Email: bidwestnotices(5schoolsoecialtv.com
• Territory Sales Manager Patrick Fisk
Phone: 281-236-4092
Fax: 888-388-6344
Email: Patrick.fisk;@schoolsnecialtv.com
• Customer Care: Attn: Customer Care Department
*Questions regarding order status, W6316 Design Drive
shipment status, damages, Greenville, WI 54942
shortages* Phone (888) 388-3224
Fax (888) 388-6344
Email: MIDa/customercare.schoolsnecialtv.com/track-vour-
order
• Order Processing: Attn: Order Department
*To place your order* PO BOX 1579
Appleton, WI 54912-1579
Phone (888) 388-3224
Fax (888) 388-6344
orders;d�schoolsPecialtv.com
• Payment Remit To: School Specialty, LLC
PO Box 825640
Philadelphia, PA 19182-5640
School Specialty Bid Department W6316 Design Drive. Greenville. WI 54942 Ph 888-388-3224 Fax: 800-675-1775
31
COOP BuyBoard 653-21
Page 61 of 64
eA School
4 Specialty::
Installation:
Minimum $250 installation cost per order will apply. Installation cost, if required will not exceed
15% of the order total, after all discounts have been taken. If prevailing wage or union labor is
required installation will not exceed 25% of the order total, after all discounts have been taken.
Discount:
All catalogs may contain a limited number of items that are listed as "Net Price" and not eligible
for any discounts. These items are indicated by an "N" or "LN" prefix in the item number. Also
excluded is any catalog or item(s) that bears notation "no other discounts apply" or customized
products.
34% is listed in each section for the discount online but reference the cover letter and the
product category for the corresponding discount.
School Specialty LLC - Bid Department
W6316 Design Drive
Greenville, WI 54942 • Ph: 888-388-3224
COOP BuyBoard 653-21
Page 62 of 64
Exhibit C - Conflict of Interest Questionnaire
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
FORM CIQ
This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. OFFICE USE ONLY
This questionnaire is being filed in accordance with Chapter 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 filed with the records administrator of the local governmental entity not later
than the 7th business day after the date the vendor becomes aware of facts that require the statement to be
filed. See Section 176.006(a-1), Local Government Code.
A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An
offense under this section is a misdemeanor.
jJ Name of vendor who has a business relationship with local governmental entity.
School Specialty, LLC
J
❑ Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated
completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which
you became aware that the originally filed questionnaire was incomplete or inaccurate.)
J Name of local government officer about whom the information is being disclosed.
NA
Name of Officer
J Describe each employment or other business relationship with the local government officer, or a family member of the
officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer.
Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form
CIO as necessary.
A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income,
other than investment income, from the vendor?
Yes F-1 No
B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction
of the local government officer or a family member of the officer AND the taxable income is not received from the
local governmental entity?
71 Yes F1 No
J Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or
other business entity with respect to which the local government officer serves as an officer or director, or holds an
ownership interest of one percent or more.
J
❑Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts
as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1).
J
� Ata�. i a 1/11/2024
Signature of vendor doing business with the governmental entity Date
Form provided by Texas Ethics Commission COOP W,§cWM&5 A1e.tx.us Revised 1/1/2021
Page 63 of 64
CONFLICT OF INTEREST QUESTIONNAIRE
For vendor doing business with local governmental entity
Acomplete copy of Chapter 176 of the Local Government Code maybe found at http://www.statutes.legis.state.tx.us/
Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form.
Local Government Code § 176.0010-a): "Business relationship" means a connection between two or more parties
based on commercial activity of one of the parties. The term does not include a connection based on:
(A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an
agency of a federal, state, or local governmental entity;
(B) a transaction conducted at a price and subject to terms available to the public; or
(C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and
that is subject to regular examination by, and reporting to, that agency.
Local Government Code § 176.003(a)(2)(A) and (B):
(a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if:
(2) the vendor:
(A) has an employment or other business relationship with the local government officer or a
family member of the officer that results in the officer or family member receiving taxable
income, other than investment income, that exceeds $2,500 during the 12-month period
preceding the date that the officer becomes aware that
(i) a contract between the local governmental entity and vendor has been executed;
or
(ii) the local governmental entity is considering entering into a contract with the
vendor;
(B) has given to the local government officer or a family member of the officer one or more gifts
that have an aggregate value of more than $100 in the 12-month period preceding the date the
officer becomes aware that:
(i) a contract between the local governmental entity and vendor has been executed; or
(ii) the local governmental entity is considering entering into a contract with the vendor.
Local Government Code § 176.006(a) and (a-1)
(a) Avendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship
with a local governmental entity and:
(1) has an employment or other business relationship with a local government officer of that local
governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A);
(2) has given a local government officer of that local governmental entity, or a family member of the
officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any
gift described by Section 176.003(a-1); or
(3) has a family relationship with a local government officer of that local governmental entity.
(a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator
not later than the seventh business day after the later of:
(1) the date that the vendor:
(A) begins discussions or negotiations to enter into a contract with the local governmental
entity; or
(B) submits to the local governmental entity an application, response to a request for proposals
or bids, correspondence, or another writing related to a potential contract with the local
governmental entity; or
(2) the date the vendor becomes aware:
(A) of an employment or other business relationship with a local government officer, or a
family member of the officer, described by Subsection (a);
(B) that the vendor has given one or more gifts described by Subsection (a); or
(C) of a family relationship with a local government officer.
Form provided by Texas Ethics Commission COOP W,§cW-M&5.4A1e.tx.us Revised 1/1/2021
Page 64 of 64