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HomeMy WebLinkAboutContract 61227CSC No. 61227 FORT WORTH CITY OF FORT WORTH COOPERATIVE PURCHASE AGREEMENT This Cooperative Purchase Agreement ("Agreement") is entered into by and between A.W. Chesterton Company ("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; 3. Exhibit B — Cooperative Agency Contract BuyBoard 672-22; 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. If any provisions of the attached Exhibits conflict with the terms herein, are prohibited by applicable law, conflict with any applicable rule, regulation or ordinance of City, the terms in this Cooperative Purchase Agreement shall control. 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 be an amount not to exceed Fifty Thousand Dollars and Zero Cents ($50,000.00). 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 June 30, 2024 in line with the cooperative contract. The City shall be able to renew this agreement for one (1) one-year renewal option by written agreement of the parties. Vendor agrees that City shall, until the expiration of three (3) years after final payment under this Agreement, or the final conclusion of any audit commenced during the said three years, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records, including, but not limited to, all electronic records, of Vendor involving transactions relating to this Agreement at no additional cost to City. Vendor agrees that City shall have access during normal working hours to all necessary Vendor facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. City shall give Vendor reasonable advance notice of intended audits. Notices required pursuant to the provisions of this Agreement shall be conclusively determined to have been delivered when (1) hand -delivered to the other party, its agents, employees, servants or representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3) received by the other party by United States Mail, registered, return receipt requested, addressed as follows: OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX To CITY: City of Fort Worth Attn: Fernando Costa, Assistant City Manager 200 Texas Street Fort Worth, TX 76102-6314 Facsimile: (817) 392-8654 With copy to Fort Worth City Attorney's Office at same address To VENDOR: A.W. Chesterton Company Attn.: Ben Wittreich, VP Sales -North America 860 Salem St., Groveland, MA 01834 The undersigned represents and warrants that he or she has the power and authority to execute this Agreement and bind the respective Vendor. CITY OF FORT WORTH: By: Name: Fernando Costa Title: Assistant City Manager Date: Apr 4, 2024 APPROVAL RECOMMENDED: C>Cares� H"deP By: Christopher Harder (Apr 2, 202412:51 CDT) Name: Christopher Harder Title: Water Director �,obvoanb e'A ' ��Rt O9Ad ATTEST: 4 °.10 Pvo o=d nEXa?oQp By: Name: Jannette S. Goodall Title: City Secretary VENDOR: A.W. Chesterton Company (Ma128,202411:40 EDT) By: BenjamiE(Wittreich Name: Ben Wittreich Title: VP Sales -North America Date: M a r 28, 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: s� a� Name: Shatabya Bergland Title: Contract Compliance Specialist APPROVED AS TO FORM AND LEGALITY: Qaee.;�.tL GlJ By: QO Name: Jessika Williams Title: Assistant City Attorney CONTRACT AUTHORIZATION: M&C: N/A OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX (1n9k._ CHESTERTON� Global Solutions, Local Service. Customer No FORT WORTH WASTE WATER 1500 11TH AVENUE Fort Worth, TX 76102 United States EXHIBIT A A.W. CHESTERTON COMPANY WORLDWIDE HEADQUARTERS 860 SALEM ST. GROVELAND, MA. 01834 U.S.A PHONE (781) 438-7000 FAX (781) 481-2500 http.-Ilwww.chesterton.com Quotation Q002103981-7 Local Service Center : Paqe Quotation Date Expiration Date Sales Person Our Reference Customer Reference A.W.Chesterton Company North Louisiana Service Center 4500 MARLENA STREET BOSSIER CITY, LA. 71111 Fax (318) 869-8930 Tel (318) 869-6232 1 of 1 2/28/2024 4/6/2024 Barry Huffman - Specialist - Shreveport Stevens Rachel Customer Requsition Line Item number Description Quantity Unit Sales price 1.0 687478 442 -44 SA RSC/RSC S FKM 4.00 ea 10,150.70 - LEAD TIME IS 5-7 BUSINESS DAYS PLUS SHIPPING ARO - 2.0 XXXXXX F16500RS8000(ESC) 2.00 ea 1,639.00 Split, Axial length of 1.850" Right (CW) SpiralTrac Item #: TBD ARO 3.0 XXXXXX F16500LS8000(ESC) 2.00 ea 1,639.00 Split, Axial length of 1.850" Left (CW) SpiralTrac ITEM #: TBD ARO - LINE 2 AND 3 HAVE A LEAD TIME OF 2-3 BUSINESS WEEKS PLUS SHIPPING ARO - BUYBOARD CONTRACT #: 672-22 DISCOUNT OF 5% HAS BEEN ADDED TO THIS QUOTE. JOSE GARCIA QUOTE Extended 40,602.80 3,278.00 3,278.00 Mode of delivery Delivery terms Payment terms Delivery address FORT WORTH WASTE WATER 1500 11TH AVENUE Fort Worth, TX 76102 United States Currency Amount Charges Sales tax amount Total U S D 47,158.80 0.00 0,00 47,158.80 The pricing and lead time in this quote shall remain effective for thirty (30) days from the date of issuance. THIS QUOTATION CONSTITUTES AN OFFER OF SALE. CHESTERTON'S ACCEPTANCE OF ANY ORDER IS EXPRESSLY LIMITED TO CUSTOMER'S ACCEPTANCE OF CHESTERTON'S GENERAL TERMS AND CONDITIONS OF SALE, AVAILBALE THROUGH THE BELOW HYPERLINK OR YOUR CHESTERTON REPRESENTATIVE, WHICH CANNOT BE ALTERED OR AMENDED WITHOUT CHESTERTON'S EXPRESS WRITTEN CONSENT. CHESTERTON OBJECTS TO ANY DIFFERENT OR ADDITIONAL TERMS. ANY ACT BY CHESTERTON IN MANUFACTURING OR DELIVERING ANY PRODUCTS/ITEMS OR INITIATING OR PERFORMING ANY SERVICES FOR OR TO CUSTOMER SHALL NOT CONSTITUTE AN ACCEPTANCE OF ADDITIONAL OR DIFFERENT TERMS IN CUSTOMER'S PURCHASE ORDER OR ANY OTHER DOCUMENT. Chesterton General Terms and Conditions of Sale THESE ITEMS ARE CONTROLLED BY THE U.S. GOVERNMENT AND AUTHORIZED FOR EXPORT ONLY TO THE COUNTRY OF ULTIMATE DESTINATION FOR USE BY THE ULTIMATE CONSIGNEE OR END-USER(S) HEREIN IDENTIFIED. THEY MAY NOT BE RESOLD, TRANSFERRED, OR OTHERWISE DISPOSED OF, TO ANY OTHER COUNTRY OR TO ANY PERSON OTHER THAN THE AUTHORIZED ULTIMATE CONSIGNEE OR END-USER(S), EITHER IN THEIR ORIGINAL FORM OR AFTER BEING INCORPORATED INTO OTHER ITEMS, WITHOUT FIRST OBTAINING APPROVAL FROM THE U.S. GOVERNMENT OR AS OTHERWISE AUTHORIZED BY U.S. LAW AND REGULATIONS. NO PRODUCT MAY BE RETURNED TO US FOR CREDIT EXCEPT UPON WRITTEN AUTHORITY ALL MERCHANDISE PRODUCED BY UN IN ACCORDANCE WITH U.S. FAIR LABOR STANDARDS ACT OF 1938 AS AMENDED EXHIBIT B DVBoard° 4/27/2022 Sent Via Email:Trent.Elizondo@chesterton.com Trent Elizondo A W Chesterton 5808 Genoa Red Bluff Pasadena, Texas 77507 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. 672- 22, Water and Wastewater Pumps and Motors 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 July 1, 2022 through June 30, 2023, 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. 672-22 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"). Sincerely, Arturo Salinas Asst. Division Director, Cooperative Purchasing Texas Association of School Boards, Inc., Administrator for The Local Government Purchasing Cooperative v.02.01.2021 Endorsed by A TASAV VT yard' PW URCNASINQ COOPERATIVE 12007 Research Boulevard • Austln, Texas 78759-2439 PH; 800-695-2919 • buvboard.com PROPOSER'S ACCEPTANCE AND AGREEMENT Proposal Invitation Name: Water and Wastewater Pumps and Motors Proposal Invitation Number: 672-22 Contract Term. July 1, 2022, through June 30, 2023, with two possible one-year renewals. Proposal Due Date/Openina Date and Time: January 20, 202-2, at 4:00 PM Location of Proposal Oneninal: Texas Association of School Boards, Inc. BuyBoard Department 12007 Research Blvd. Austin, TX 78759 Anticipated Cooperative Board Meetina Date: April 2022 By signature below, the undersigned acknowledges and agrees that you are authorized to submit this Proposal, including making all acknowledgements, consents, and certifications herein, on behalf of Proposer and, to the best ofyour knowledge, the Information provided Is true, accurate, and complete, AW Chesterton Company Name of Proposing Company 5808 Genoa -Red Bluff Rd Street Address Pasadena, TX 77505 City, State, Zip 817-773-1187 Telephone Number of Authorized Company Official 1 /18/2022 Date 117 Signature of Authorized Company Official Trent Elizondo Printed Name of Authorized Company Official Area Manager Position or Title of Authorized Company Official 04-1173400 Fax Number of Authorized company official Federal ID Number Page 10 of 71 Proposal Forms COMM/Svcs VM.11,2021 O PiiRC1tA51NC CflOPERA7f Vf 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/Nonresldent Certification • Debarment Certificatlon ■ Vendor Employment Certification • No Boycott Verification • No Excluded Nation or Foreign Terrorist Organization Certiflcation • Historically Underutilized Business Certification • Acknowledgement of BuyBoard Technical Requirements • Construction -Related Goods and Services Affirmation ■ Deviation and Compliance • Vendor Consent for Name Brand Use ■ Confidential/Proprietary Information ■ EDGAR Vendor Certification • Compliance Forms Signature Page An authorized representative of Proposer must initial in the bottom right corner of each Pacie where indicated and complete and sign the Compliance Forms Signature Page. Proposers failure to fully complete, initial, and sign forms as required may result in your Proposal being rejected as non -responsive. PROPOSAL ACKNOWLEDGEMENTS The proposing company ("you" or "your") hereby acknowledges and agrees as follows: 1. You have carefully examined and understand all information and documentation associated with this Proposal Invitation, Including the Instructions to Proposers, General Information, General Terms and Conditions, attachments/forms, appendices, item specifications, and line items (collectively "Requirements'o; 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; Page 11 of 71 ProQosal i=0rlil5 COhiMINCS v,04.l1.2021 O Wt1RCNASINO C60PERA7IVE 12007 Research Boulevard ' Austin, Texas 78759-2439 ' PH: 800-695-2919 ' lawboard.com 5. If the Cooperative accepts any part of your Proposal and awards you a Contract, you will furnish all awarded products or services at the pricing quoted and in strict compliance with the Requirements (unless specific deviations or exceptions are noted on the required form and accepted by the Cooperative), Including without limitation the Requirements related to: a, conducting business with Cooperative members, Including offering pricing to members that Is the best you offer compared to similarly situated customers in similar circumstances; b, payment of a service fee in the amount specified and as provided for In this Proposal Invitation; c. the possible award of a piggy -back contract by the National Purchasing Cooperative or nonprofit entity, In which event you will offer the awarded products and services in accordance with the Requirements; and d, submitting price sheets or catalogs in the proper format as required by the Cooperative as a prerequisite to activation of your Contract; 6. You have clearly Identified on the included form any Information in your Proposal that you believe to be confidential or proprietary or that you do not consider to be public information subject to public disclosure under the Texas Public Information Act or similar public Information law; 7. The individual submitting this Proposal is duly authorized to enter into the contractual relationship represented by this Proposal Invitation on your behalf and bind you to the Requirements, and such individual (and any individual signing a form or Proposal document) is authorized and has the requisite knowledge to provide the Information and make the representations and certifications required in the Requirements; 8. You have carefully reviewed your Proposal, and certify that all Information provided is true, complete, and accurate to the best of your knowledge, and you authorize the Cooperative to take such action as it deems appropriate to verify such information; and 9. Any misstatement, falsification, or omission in your Proposal, whenever or however discovered, will be grounds for disqualifying you from consideration for a contract award under this Proposal Invitation, termination of a contract award, or any other remedy or action provided for in the General Terms and Conditions or by law. FELONY CONVICTION DISCLOSURE Subsection (a) of section 44.034 of the Texas Education Code (Notification of Criminal History of Contractor) states: "A person or business entity that enters Into a contract with a school district must give advance notice to the district If the person or an owner or operator has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony." Section 44.034 further states in Subsection (b): "A school district may terminate a contract with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a) or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract." Please check W) one of the following: ❑ My company is a publicly -held corporation. (Advance notice requirement does not apply to publicly -held corporation.) 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 individuals) who has/have been convicted of a felony: Name of Felon(s): Details of Convlction(s): Page 12 oP 71 Proposal Forms Commisvcs v,og.n.2on 46 � I Ward' NCHASIHO COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 PH: 800-695-2919 1 buvboard.com RESIDENT/NONRESIDENT CERTIFICATION Chapter 2252, Subchapter A, of the Texas Government Code establishes certain requirements applicable to proposers who are not Texas residents, Under the statute, a "resident" proposer is a person whose principal place of business is in Texas, including a contractor whose ultimate parent company or majority owner has its principal place of business in Texas. A "nonresident" proposer is a person who is not a Texas resident. Please indicate the status of your company as a "resident" proposer or a "nonresident" proposer under these definitions. Please check NI one of the followina: ❑ I certify that my company is a Resident Proposer. W 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); AW Chesterton Company 860 Salem Street Company Name Groveland city . Address MA 01834 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 Q No B. What is the prescribed amount or percentage? $ or 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 parucipatlon 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 (€) has its principal place of business in Texas; or (ii) employs at least 500 people in Texas. If neither your company nor the ultimate parent company or majority owner has its principal place of business in Texas, does your company, ultimate parent company, or majority owner employ at least 500 people in Texas? Please check W) one of the followina: ❑ Yes F,,] No Page 13 of 71 Proposal FOmu COMMlSt1C5 v.06.11,2021 12007 Research Boulevard ' Austin, Texas 78759-2439 - PH: 800-695-2919 , buvboard.com NO BOYCOTT VERIFICATION 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 will not boycott Israel during the term of the contract (TEX. Gov`T CODE Ch, 2271), (2) does not boycott energy companies and will not boycott energy companies during the term of the contract (TEX, Gov'T CODE Ch. 2274 effective September 1, 2021), and (3) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association and will not discriminate during the term of the contract against a firearm entity or firearm trade association (TEX. Gov'T CODE Ch. 2274 effective September 1, 2021). 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). "Boycott energy company" means, without an ordinary business purpose, 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 with a company because the company: (A) engages in the exploration, production, utilization, transportation, sale, or manufacturing of fossil fuel -based energy and does not commit or pledge to meet environmental standards beyond applicable federal and state law; or (B) does business with a company described by Paragraph (A), TEX, Gov'T CODE §809.001(1) (effective September 1, 2021). "Discriminate against a firearm entity or firearm trade association" means, (A) with respect to the entity or association, to: (1) refuse to engage in the trade of any goods or services with the entity or association based solely on its status as a firearm entity or firearm trade association; (ii) refrain from continuing an existing business relationship with the entity or association based solely on its status as a firearm entity or firearm trade association; or (iii) terminate an existing business relationship with the entity or association based solely on its status as a firearm entity or firearm trade association; and (B) does not include: (i) the established policies of a merchant, retail seller, or platform that restrict or prohibit the listing or selling of ammunition, firearms, or firearm accessories; and (il) a company's refusal to engage in the trade of any goods or services, decision to refrain from continuing an existing business relationship, or decision to terminate an existing business relationship: (aa) to comply with federal, state, or local law, policy, or regulations or a directive by a regulatory agency; or (bb) for any traditional business reason that is specific to the customer or potential customer and not based solely on an entity's or association's status as a firearm entity or firearm trade association. TEX. Gov'T CODE §2274.001(3) (effective September 1, 2021). By signature on the Compliance Forms Signature Page, to the extent applicable, I certify and verify that Vendor does not boycott Israel, boycott energy companies, or discriminate against a firearm entity or firearm trade association and will not do so 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. Page 14 of 71 Proposal Forms COMWSVCS v.08.11.2021 PFURC1fAS1Ni1 COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 , buvboard.com 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 i,/l all that anoly: ❑ 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: 0 My company has NOT been certified as a HUB. 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 cannot or will g_ot comply.] Mote: 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 a of default under the Contract. Initial: an Page 15 of 71 Proposal Forms COMM/SVCS v.08.11.2021 O ard AV URCiIASING COOPERANVE 12-007 Research Boulevard • Austin, Texas 78759-2439 - PH, 800-695-2.919 buvboard.corn CONSTRUCTION -RELATED GOODS AND SERMicES AEiFIRI+►#A7ION The Cooperative issued the BuyBoard Procurement and Constructlon-Related Goods and Services Advisory for Texas Members ("Advisory'% which provides information specifically relevant to the procurement of construction -related goods and services by Texas Cooperative members. The Advisory, available at buvboard.com/Vendor/Resources.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'l, 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. IfftkMIM Page 16 of 71 Proposal ForsRs COMMJSVLS V,08.13.2021 PW i1RCFikS1NO ard' 12007 Research Boulevard ` Austin, Texas 78759-2-439 - PH,, 800-695-2919 ' buyboard.com DEVIATION AND COMPLIANCE If your company intends to deviate from the General Terms and Conditions, Proposal Specifications or other requirements associated with this Proposal Invitation, you MUST list all such deviations on this form, and provide complete and detailed information regarding the deviations on this form or an attachment to this form. 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 5.4, 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 C0 one of the foilowina: 0 No; Deviations ❑ Yes; Deviations List and fully explain any deviations you are submitting: Page 17 of 71 Proposal Farms COMM/SVCS v,08,11.2421 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 Ibgo, product images, and similar brand and trademark Information provided by Vendor for purposes of the Contract ("Vend6r Information") may be posted on the BuyBoard website, You acknowledge that, by submitting your Proposal, unlesslyou specifically opt out below, you consent to use of your company's Vendor Information on the BuyBoard we�site 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 parry 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 contractadmiri(Obuvboard.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, Indemniflcation, and Intellectual Property Infringement. Vendor logo files must be submitted in one of the formats set forth in the BuyBoard Technical Requirements. Proposers are requested to submit this information with Vendor's Proposal. (This consent shall not authorize use of your company's Vendor Information by BuyBoard if your company is not awarded a Contract.) OPT OUT: If your company wishes to opt out of the Vendor Consent for Name Brand Use, you must check the opt out box below. DO NOTselect this box unless your company is opting out of tiffs 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 purcha$e Vendor's awarded products and services on the BuyBoard website rM Pogo 18 of 71 1 Proposal Farms COMMISVCS v.08.11.2021 O WSRCNA5lNO CDOP6R/1 TiVE 12007 Research Boulevard • Austin, Texas 78759-2439 , PH: 800-695 2919 • buvboard.com CONFIDENTIAL/PROPRIETARY INFORMATION A. Public Disclosure laws All Proposals, forms, documentation, catalogs, pricellsts, 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 falls 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 N1 one of the followina: MNO, 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 addltlonal sheets Kneeded.) Initial:��� Page 19 of 71 Proposal roans COP4M/SYCS vA6.15.2021 <3 PF ORC1lAS1N0ard 12007 Research Boulevard • Austin, Texas 78759-2439 , PH: 800-695-2919 • buyboard.com B. CoDvriaht Information Does your Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal) contain copyright information? Please check (,/) one of the rollowino! QNO, Proposal (including forms, documentation, pricellsts, catalogs, or other materials submitted with the Proposal) does not contain copyright information. ❑ YES, Proposal (including forms, documentation, pricelists, catalogs, or other materials submitted with the Proposal) does contain copyright information. If you responded "YES', clearly Identify below the specific documents or pages containing copyright information. Copyright information: (Attach additional sheets if needed.) C. Consent to Release Confidential/Prourietarv/Conyd ht Informatt9m to BuvBoard Members BuyBoard members (Cooperative and nonprofit members) seeking to make purchases through the BuyBoard may wish to view Information included in the Proposals of awarded Vendors, If you identified information on this form as confidential, proprietary, or subject to copyright, and you are awarded a BuyBoard contract, your acceptance of the BuyBoard contract award constitutes your consent to the disclosure of such information to BuyBoard members, including posting of such information on the secure BuyBoard website for members. Note: Neither the Cooperative nor Cooperative administrator will be responsible for the use or distribution of Information by BuyBoard members or any other parry. D. Consent to Release Proposal Tabulation Notwithstanding anything in this Confidential/Proprietary Information form to the contrary, by submitting a Proposal, Vendor consents and agrees that, upon Contract award, the Cooperative may publicly release, Including posting on the public BuyBoard website, a copy of the proposal tabulation and award information for the Contract Including Vendor name; proposed catalog/pricelist name(s); proposed percentage discount(s), hourly labor rate(s), or other specified pricing; and Vendor award or non -award Information. Initial: Page 20 of 71 Proposal Forms COMMISVCS v.08.11,2021 DU 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard.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 eachof the items below, Vendor should certify Vendor's agreement and ability to comply, where applicable, by having Vendor's authorized representative check the applicable boxes, Initial each page, and sign the Compliance Forms Signature Page, If you fall to complete any Item In this form, the Cooperative will consider and may list the Vendor's response on the BuyBoard as "No, ','the Vendor Is unable or unw1111ng 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 U5C 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. A 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 goads or services delivered to the Cooperative member prior to the terminatlon and not otherwise returned in accordance with Vendor's return pollcy. 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. A YES, I agree. ❑ NO, I do not agree, initial. Page 21 of 71 Proposal Forms COMMISVCS 0B.11,2021 ard' 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 Camp,, 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 60-13 and Vendor agrees that it shall comply with such provision, A 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"). In accordance wlth 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 th6 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, 19 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. 19 YES, I agree. ❑ NO, I do not agree. Initial: AO� Page 22 of 71 Proposal Forms COMMIS/CS v.08.11.2021 PFO uaclrnsrxQ coop>:anr�vr 12007 Research Boulevard • Austin, Texas 78759-2439 , PH: 800-695-2919 ' buyboard.corn 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. 11 1 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. A YES, I agree. ❑ NO, I do not agree. 8. 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 Inellgible 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 fisted 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, 11 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). A YES, I agree. ❑ NO, I do not agree. Page 23 of 71 Proposal Forms COMM/SVCS v.08.i i.2Q21 P NURENASINOard 12007 Research Boulevard - Austin, Texas 78759-2439 • PH: 800-695-2919 ' buvboard.com 10. Procurement of Recovered Materials: For Cooperative member purchases utilizing Federal funds, Vendor agrees to comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act where applicable and provide such Information and certifications as a Cooperative member may require to confirm estimates and otherwise comply. The requirements of Section 6002 Include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR Part Z47 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery, and establishing an affirmative procurement program for procurement of recovered materials Identified in the EPA guidelines. 11 YES, I agree. ❑ NO, I do not agree. 11. Domestic Preferences for Procurements: Where appropriate and consistent with law, 2 CFR §200.322 contains certain considerations for domestic preferences for procurements which may be applicable to Cooperative members using federal funds. When required by a Cooperative member, Vendor agrees to provide such information or certification as may reasonably be requested by the Cooperative member regarding Vendor's products, including whether goods, products, or materials are produced In the United States. A 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. A 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, IN 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. A YES, I agree. ❑ NO, I do not agree. Page 24 of 71 Proposal Farms 00MM/SVCS v.08.11.2021 AV tlRC1iA3iHl1 ard' 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • buvboard,com COMPLIANCE FORMS SIGNATURE PAGE By initialing pages and by signature below, I certify that I have reviewed the following forms; that the information provided therein is true, complete, and accurate, and that I am authorized by my company to make all certifications, consents, acknowledgements, and agreements contained herein; • Proposal Acknowledgements ■ Felony Conviction Disclosure • Debarment Certiflcation • Resident/Nonresident Certification ■ Vendor Employment Certification • No Boycott Verification ■ 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 AW Chesterton Company Company Signature of Authorized Company Official Ben Wttreich Printed Name and Title 1/18/2022 Date Page 25 of 71 Proposal Forms COMMJSVCS v,08A ,2021 Board �° I ORCHAS)NO COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 PH: 800-695-2919 • buvboard.com PROPOSAL FORMS PART 2: VENDOR INFORMATION FORMS INSTRUCTIONS: Proposer must completely and accurately provide all information requested in the following Vendor Information Forms or your Proposal may be rejected as non -responsive: ■ Vendor Business Name ■ Vendor Contact Information • Federal and State/Purchasing Cooperative Experience ■ Governmental References Company Profile Texas Regional Service Designation d State Service Designation ■ National Purchasing Cooperative Vendor Award Agreement (vendors serving outside Texas oniy) • Local/Authorized Seller Listings ■ Manufacturer Dealer Designation ■ Proposal Invitation Questionnaire • Vendor Request to Self -Report BuyBoard Purchases (optional) To the extent any information requested is not applicable to your company, you must so indicate on the form. VENDOR BUSINESS NAME By submitting a proposal, Vendor is seeking to enter into a legal contract with the Cooperative. As such, Vendor must be an individual or legal business entity capable of entering Into a binding contract. Name of Pr000sina Comnany: (tilt the legal name of the company seeking to contract with the Cooperative. Po NOT list an assumed name, dba, aka, etc. here. Such information may be provided below. If you are submitting a joint proposal with another entity to provide the same proposed goods or services, each submitting entityshould complete a separate vendor information form. Separately operating legal business entities, even if affiliated entities, which propose to provide goods or services separately must submit their own Proposals.) Please check W) one of the following; Tvoe of Business: ❑ Individual/Sole Proprietor ❑ Other (Specify: State of Incorporation (if applicable): MA 11 Corporation ❑ Limited Liability Company ❑ Partnership Federal Emolover Identification Number: 04-1173400 (Vendor must include a completed IRS iN 9 form with their Proposal) Name by which Vendor. if awarded. wishes to be identified on the BuvBoard. (Note. Ifdiflerentthan 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 Certifrcate(s), if appllcable, must be attached.) Page 26 of 71 Proposal Forms COMM/5VCS V.08.11.2021 Farm 9 Request for Taxpayer Give Form to the (Rev. October2018) Identification Number and Certification requester. Do not Department of the Treasury send to the IRS. Internal Revenue Service ► Go to www_irs.gov/F`ormW9 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. AW Chesterton Company 2 Business name/disregarded entity name, if different from above M 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the 4 Exemptions (codes apply only to 0) following seven boxes. certain entitles, not individuals; see a instructions on page 3): o ❑ Individual/sole proprietor or ❑ C Corporation ❑✓ 3 Corporation ❑ Partnership ❑ Trust/estato c single -member LLC Exempt payee code (if any) u❑ Limited liability company. Enter the tax classification (CSC corporation, S=S corporation, P=Partnership) ► o Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do not check Exemption from FATCA reporting �' us LLC if the LLC is classified as a single -member LLC that is disregarded from the owner unless the owner of the LLC Is de (if any) another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-membor LLC that co IL u is disregarded from the owner should check the appropriate box for the tax classification of its owner. ❑ Other (see instructions)), (Applies to accounts maintained outside the U.S.) cn 6 Address (number, street, and apt, or suite no,) See instructions. Requester's name and address (optional) 860 Salem St 6 City, state, and ZIP code Groveland,MA 01834 7 List account number(s) here (optional) Li: M Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid social security number backup withholding. For individuals, this is generally your social security number (SSN). However, for a _ m resident alien, sole proprietor, or disregarded entity, see the instructions for Part i, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. or Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and I Employer identification number Number To Give the Requester for guidelines on whose number to enter. MO4 -- I I 1 I 1 17 J 3 14 I O I tl JEW 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 at Here U.S. person ► � � 7 Late ► General Instructions • Form 1099-DIV (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.gov/FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. if you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev. 10-2018) PURCt1ASINdard 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' buyboard,com VENDOR CONTACT INFORMATION Vendor shall provide the requested Vendor Contact information In the electronic proposal subm/sslon system Including contract, purchase order, RFQ, and In volce contacts (or, IFsubm/tting a hard copy Proposal, timely request and complete the Vendor Contactinformat/on form In accordance with the Instructlons to Proposers). 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. 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: $0 . (The period of the 12-month period is 1 ). 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, 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. 2. T-PASS (State of Texas) 3. OMNIA Partners 4. Sourcewell (NJPA) 5. E&I Cooperative 6. Houston -Galveston Area Council (HGAC) 7. Choice Partners 8. The Interiocal Purchasing System (TIPS) 9. Other FW1 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 (%): Proposed Discount (%): Exolanation: Not a current BUYBOARD Vendor Page 27 of 71 Proposat Forms COMM/S/CS v.08.11.2021 err° PURCNASINA COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 • PH: 800-695-2919 ' buvboard.com GOVERNMENTAL REFERENCES For your Proposal to be considered, you must supply a minimum of five (5) Individual governmental entity references. The Cooperative may contact any and all references provided as part of the Proposal evaluation. Provide the information requested below, including the existing pricing/discounts you offer each customer. The Cooperative may determine whether pricing/discounts are fair and reasonable by comparing pricing/discounts stated in your Proposal with the pricing/discounts you offer other governmental customers. Attach additional pages If necessary. Quantity/ Entitv Name Contact Phone# Email Address Discount Volume City of Auslin-- Davis WTP James Timmons 512-972-1766 james.Ummons@auslinlexas.gov 'No standard discount provided. Diswunis vary based on product line & application 2. San Antonio Water Systerns - Isabel Jimenez 210-233-3361 isabal.jimennz@saws.org 'No standard discount provided. Discounts vary based on product line & applicaton 3. Guadalupe Blanco RlverAuthority John hloryl 830-560-6199 4. TexasA&M University James Woodruff 979-862-7843 jmoryl@gbra.arg *No standard discount provided, Discounts vary based on product line & application jamesvioodwff@lamL).edu 'No standard discount provided. discounts vary based on product line & application City of Houston Kennelh Dement B32-309-2017 kennelh.demenl@houstontx.gov 'No slandard discount provided. Discounts vary based on product line & application J. Do you ever modify your written policies or standard governmental sales practices as identified in the above chart to give better discounts (lower pricing) than indicated? YES ❑ NO K 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 28 of 71 Proposal Forms COMMISVCS v,08,11,2021 CO�.' CHESGloba�TER�TON: Chesterton is a world leader in helping process industry companies and manufacturers improve the reliability and efficiency of their rotating, stationary, and fluid power equipment platforms. They are known across a wide range of industries for our award -winning pump and valve sealing solutions, applications expertise, equipment maintenance and wear -prevention products, and knowledgeable hands-on local service. For over 130 years, they have spearheaded industry advances as part of their commitment to help make their customers more profitable, more productive, and more environmentally responsive. Their extensive experience and knowledge across the energy and process industries makes them the go -to company for solving the most difficult sealing and equipment reliability challenges. Chesterton has over 450 sales and service locations in 113 countries. Their 1,200 factory - trained local specialists and technicians are based around the globe and work closely with customers in the field to help solve specific sealing and equipment reliability challenges. Their large, established sales and service network includes more than 250 authorized distributors. These distributors have extensive experience in the industries they serve and provide exceptional local service and applications consulting. Chesterton's state-of-the-art manufacturing equipment along with their global continuous - improvement process enables them to drive productivity, efficiency, and quality throughout their global facilities. By using lean tools and lean methodology, their world -class manufacturing facilities deliver the highest quality products with the fastest delivery to their customers. Chesterton strives for excellence in everything they do. They want their manufacturing facilities to be the absolute best that they can possibly be to deliver high quality products, services, and processes. Their unrelenting focus on operational excellence will drive the future of Chesterton. As part of our "Global Solutions, Local Service" philosophy, Chesterton maintains a retail & service presence in Pasadena, Texas. The 30,000 square foot facility houses mechanical seal repair, rotating equipment repair, engineering and sales teams. With a robust sales force, product management and subject matter experts strategically located across Texas, Chesterton is positioned to meet the needs of customers across the state. A.W. Chesterton Company, 860 Salem Street, Groveland, Massachusetts 01834 USA • Tel: (978) 469-6446 Fax: (978) 469-6528 • www.chesterton.com ruRerrasrNo eaaPeRnrrve 12007 Research Boulevard Austin, Texas 78759-2439 PH: 800-695-2919 ` buyboard.com TEXAS REGIONAL SERVICE DESIGNATION This form must be completed In the electronic proposal submission system Lo /f submlttlno a hard copy ra osal tlmelvreauestand complete the form In accordance with the Instructions to Propose , 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, in the electronic proposal submission system, you must indicate if you will service Texas Cooperative members statewide or, if you do not plan to service all Texas Cooperative members statewide, you must indicate the specific regions you will service. 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, (Additional forms can be obtained by contacting bidsC@buvboard.com at least five (5) business days Drior to the Proposal Due Date.) By designating a region or regions, you are certifying that you are authorized and w1111ng to provide the proposed products and services In those reglons Designating regions In which you are elther unable or unwilling to pro vide the specified products and services shall be grounds for elther rejection of your Proposal or, If awarded, termination of your Contract. Additionally, if you do not plan to service Texas Cooperative members (i.e., if you will service only states other than Texas), you must so indicate on the form in the electronic DroDosal submission system. Regional Education Service Centers Reallon and Headauarters 1 Edinburg 2 Corpus Christi 3 Victoria 4 Houston 5 Beaumont b Huntsville 7 Kilgore 8 Mount Pleasant 9 Wichita Falls 10 Richardson 11 Fort Worth 12 Waco 13 Austin 14 Abilene 15 San Angelo 15 Amarillo 17 Lubbock 18 Midland 19 El Paso 20 San Antonio Page 29 of 71 Proposal Forms COMMISVCSv.08.f1,2021 err° PURCfiASiNO COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 , PH: 800-695-2919 FAX: 800-21t-5454 • buvboard.com STATE SERVICE DESIGNATION This form must he completed In the electronic proposal submisslon system for. If submlttlna a hard CODY Proposal. timely reauest and complete the In accordance with the Instructlons to Proposers). 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 the State Service Desianation information in the electronic proposal submission system. (Note: If you plan to service Texas Cooperative members, be sure that you complete the Texas Regional Service Designation form.) In addition to this form, to be considered for a piggy -back award by the National Purchasing Cooperat/ve, you must have an authorized representative sign the Natlonal Purchas/ng Cooperative Vendor Award Agreement that follows this page. 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. (Additional forms can be obtained'by contacting bids@buvboard.com at least five (5) business days prior to the Proposal Due Date.) By designating a state or states, you are certlfying that you are authorized and willing to provide the proposed products and serv/ces in those states. Designating states in which you are elther unable or unwilling to pro vide the speclfled products and services shall be grounds for elther rejectlon of your Proposal or, if awarded, termination of your Contract. • I will service all states in the United States. • I will not service all states in the United States. Alabama Alaska Nebraska Arizona Nevada Arkansas New Hampshire California (Public Contract Code 20118 & 20652) New .jersey Colorado New Mexico Connecticut New York Delaware North Carolina District of Columbia . North Dakota Florida Ohio Georgia Oklahoma Hawaii Oregon Idaho Pennsylvania Illinois Rhode Island Indiana South Carolina Iowa South Dakota Kansas Tennessee Kentucky Texas Louisiana Utah Maine Vermont Maryland Virginia Massachusetts Washington Michigan West Virginia Minnesota Wisconsin Mississippi Wyoming Missouri Montana Proposal Forms COMMIMS v.08.11.2021 Page 30 of 71 ard° PURCNASINO COOAFRAVVE 12007 Research Boulevard • Austin, Texas 78759-2439 ft 800-695-2919 • FAX; 800-211-5454 ' buvhoard.com NATIONAL PURCHASING COOPERATIVE VENDOR AWARD AGREEMENT In accordance with the Terms and Conditions associated with this Proposal Invitation, a contract awarded under this Proposal Invitation may be "piggy -backed" by another governmental entity. The National Purchasing Cooperative is an Intergovernmental purchasing cooperative formed by certain school districts outside of Texas to serve its members throughout the United States. If you agree to be considered for a piggy -back award by the National Purchasing Cooperative, you agree to the following terms and agree to serve National Purchasing Cooperative members in the states you have indicated on the State Service Designation form, in your Proposal. By signing this form, Proposer (referred to in this Agreement as "Vendor") agrees as follows, 1. Vendor acknowledges that if The Local Government Purchasing Cooperative ("Texas Cooperative") awards Vendor a contract under this Proposal Invitation ("Underlying Award"), the National Purchasing Cooperative ("National Cooperative") may - but is not required to - "piggy -back" on or re -award all or a portion of that Underlying Award ("Piggy -Back Award"). By signing this National Cooperative Vendor Award Agreement ("Agreement"), Vendor accepts and agrees to be bound by any such Piggy -Back Award as provided for herein. 2. In the event National Cooperative awards Vendor a Piggy -Back Award, the National Cooperative Administrator ("BuyBoard Administrator") will notify Vendor in writing of such Piggy -Back Award, which award shall commence on the effective date stated in the Notice and end on the expiration date of the Underlying Award, subject to annual renewals as authorized in writing by the BuyBoard Administrator. Vendor agrees that no further signature or other action is required of Vendor In order for the Piggy -Back Award and this Agreement to be binding upon Vendor. Vendor further agrees that no Interlineations or changes to this Agreement by Vendor will be binding on National Cooperative, unless such changes are agreed to by its BuyBoard Administrator in writing. 3. Vendor agrees that it shall offer its goods and services to National Cooperative members at the same unit pricing and same general terms and conditions, subject to applicable state laws in the state of purchase, as required by the Underlying Award. However, nothing in this Agreement prevents Vendor from offering National Cooperative members better (i.e., lower) competitive pricing and more favorable terms and conditions than those in the underlying Award. 4. Vendor hereby agrees and confirms that It will serve those states it has designated on the State Service Designation Form of this Proposal Invitation. Any changes to the states designated on the State Service Designation Form must be approved in writing by the BuyBoard Administrator, 5. Vendor agrees to pay National Cooperative the service fee provided for in the Underlying Award based on the amount of purchases generated from National Cooperative members through the Piggy -Back Award. Vendor shall remit payment to National Cooperative on such schedule as it specifies (which shall not be more often than monthly). Further, upon request, Vendor shall provide National Cooperative with copies of all purchase orders generated from National Cooperative members, vendor invoices, and/or such other documentation regarding those purchase orders as the Cooperative's administrators may require in their reasonable discretion for purposes of reviewing and verifying purchase activity. Vendor further agrees that National Cooperative shall have the right, upon reasonable written notice, to review Vendor's records pertaining to purchases made by National Cooperative members In order to verify the accuracy of service fees. 6. Vendor agrees that the Underlying Award, including its General Terms and Conditions, are adopted by reference to the fullest extent such provisions can reasonably apply to the post-proposal/contract award phase. The rights and responsibilities that would ordinarily inure to the Texas Cooperative pursuant to the Underlying Award shall inure to National Cooperative; and, conversely, the rights and responsibilities that would ordinarily inure to Vendor in the Underlying Award shall inure to Vendor in this Agreement, Vendor recognizes and agrees that Vendor and National Cooperative are the only parties to this Agreement, and that nothing in this Agreement has application to other third parties, Including the Texas Cooperative, In the event of conflict between this Agreement and the terms of the Underlying Award, the terms of this Agreement shall control, and then only to the extent necessary to reconcile the conflict, Proposal Forms COMM(SVCS v.08.11..2021 Page 31 of 71 oard PURCHASIHO CROPCRArlVE 12007 Research Boulevard ' Austin. Texas 78759-2439 PH: 800-695-2919 • FAX: 800-211-5454 • buyhoard.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. AW Chesterton Company Name of a dor Signature of Authorized Company Official 1 /18/2022 Date 672-22 Proposal Invitation Number Ben Wittreich Printed Name of Authorized Company Official Proposal Forms COMM/SKS v.08,11.2021 Page 22 of 71 WBoard URCNAS)NO COOPERATIVE 12007 Research Boulevard ' Austin, Texas 78759-2439 • PK 800-695-2919 ' FAX: 800-21 1-5454 • buyboard,com LOCATION / AUTHORIZED SELLER LISTINGS If you have more than one location/authorized seller that will service a Contract awarded under this Proposal Invitation, please list each location/authorized seller below. If additional sheets are required, please duplicate this form as necessary. NOTE: Awarded Vendors shall remain responsible for all aspects of the Contract, Including processing of Purchase Orders, and shall be responsible for the performance of all locations and authorized sellers under and in accordance with the Contract. If you are a product manufacturer and wish to designate Designated Dealers as defined In the General Terms and Conditions to receive Cooperative member Purchase Orders on your behalf, you must complete the Manufacturer Designated Dealer form. Proposal Forms COMM/SVC5v.08,11,2021 Page 33 of 71 lor° FtURCHASINDCOOPERAVVE 12007 Research Boulevard • Austin, Texas 78759-2439 , PK 800-695-2919 ' FAX; 800-211-5454 ` buvboard.com MANUFACTURER DEALER DESIGNATION If Vendor is a manufacturer that sells products through a dealer network and wishes to designate a dealer or multiple dealers ("Designated Dealers") 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 subjectto 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 Email address Designated Dealer Contact Person State Zip Fax Number Designated Dealer Tax ID Number* (*attach W-9) Proposal Forms COMMIMS v.08.11.2D21 Page 34 of 71 ®air ruRcitasiuc coorsaArttrr 12007 Research Boulevard Austin, Texas 78759-2139 ' PH: 800-695-2919 ' FAX: 800-211-5454 ' buvbaard.cotn 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, In business since 1884 with the same name 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. There are over 10 strategically located sales personnel responsible for supporting cusotrners throughout Texas, Other resources include product managers, field service,and in-house appiicaiton engineering. We also offer a 30K square foot Service Center and our Retail branch to provide local inventory and support for field sales. Our field sales and product management teams have an average of 15 years of experience providing Industrial Sealing Solutions across industry. 3. Marketing Strateav; For your Proposal to be considered, you must submit the Marketing Strategy you will use if the Cooperative accepts all or part of your Proposal. tExamle: 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. We currently have a robust Sales Plan that includes targeted support and pursuit of business from current BuyBoard memebers. We will continue to work closely with current cuslome€s and members as well as execute sirategle sales call activity to make new clients aware of our BuyBoard involvement With our sales force siralegically placed in Southeast Texas, via can touch a broad geography across the stale and will specifically work to help large owners of pumps and pumping equlpmenl. Proposal Forms COMM/SKS v,08.11,2021 Page 35 of 71 NUHRCHdStNC COt}PERh7JVE i2007 Research Boulevard ' Austin, Texas 78759-2439 - PH: 800-695-2919 • FAX; 800-211-5454 ' buvboard,com 4. Describe Proposer's financial capabillty 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. Chesterton is well positioned for supply of products in support of this contract. The insurance coverage limits can be obtained to meet the requirements of the contract above and beyond current limits, 5. Does your company have any outstanding financial judgments and/or is it currently in default on any loan or financing agreement? If so, provide detailed information on the nature of such items and prospects for resolution. None 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. None 7. List all litigation or other legal proceedings (including arbitration proceedings), if any, in the last 1.0 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. None Proposal Forms COFMM/SVCS v.08.11.2D21 Page 36 of 71 RW URCf1ASfN0ard 12007 Research Boulevard • Austin, Texas 78759-2439 • PH: 800-695-2919 • FAX: 800-211-5454 • buvboard.corn REOUIRED FORMS CHECKLIST (Please check (d) the following) 0 Reviewed/Comoleted: Proposer's Acceptance and Agreement PROPOSAL FORMS PART 1: COMPLIANCE FORMS 0 Revlewed/ComDleted; Proposal Acknowledgements 0 Reviewed/Completed: Felony Conviction Disclosure Reviewed/Completed: Resident/Nonresident Certification Reviewed/Completed: Debarment Certification xX Reviewed/COmDleted; Vendor Employment Certification Fx I Reviewed/Completed: No Boycott Verification [] Reviewed/Completed: No Excluded Nation or Foreign Terrorist Organization Certification Reviewed/ComDleted: Historically Underutilized Business Certification 0 Reviewed/Completed: Acknowledgement of BuyBoard Technical Requirements FI Reviewed/Completed: Construction -Related Goods and Services Affirmation Reviewed/ComDleted: Deviation and Compliance 0 Revlewed/ComDleted: Vendor Consent for Name Brand Use xx Reviewed/ComDleted; Confidential/Proprietary Information F-1 Reviewed/ComDleted: EDGAR Vendor Certification n Reviewed/ComDleted; Compliance Forms Signature Page PROPOSAL FORMS PART 2: VENDOR INFORMATION FORMS A Revlewed/ComDleted: Vendor Business Name F. Reviewed/Commoleted: Vendor Contact Information (complete in electronic proposal submission system) 0 Reviewed/ComDleted: Federal and State/Purchasing Cooperative Experience Fx] Rev! ewedlCompleted: Governmental References P Reviewed/ComDleted: Company Profile Reviewed/Completed: Texas Regional Service Designation (complete in eiectronieproposaisubmissionsysten)) C] Reviewed/ComDleted; State Service Designation (complete In electronicproposalsubmissionsystem) P Reviewed/Completed: National Purchasing Cooperative Vendor Award Agreement (vendorsseming outside Texas only) 0 Reviewed/ComDleted: Local/Authorized Seller listings R Reviewed/Completed: Manufacturer Dealer Designation k] Reviewed/ComDleted: Proposal Invitation Questionnaire n Reviewed/Completed: Vendor Request to Self -Report BuyBoard Purchases (optional) Fy-,] Reviewed/ComDleted; Proposal Specifications Discount (%) off Catalog/Pricellst and/or other required pricing information including Catalogs/Pricelists (or no bld response) must be submitted with the Proposal or the Proposal will not be considered, Proposal Forms COMM/SVCS v.08.11.2021 Page 39 of 71 PURCHASING COOPERATIVE 12007 Research Boulevard • Austin, Texas 78759-2439 , PH: 800-695-2919 , FAX. 800-211-5454 buvboard.com PROPOSAL SPECIFICATION SUMMARY The categories and items specified for this Proposal Invitation are summarized below. For full Proposal Specifications, you must review and complete the Proposal Specification information in the electronic proposal submission system in accordance with the Instructions to Proposers (or, if submitting a hard copy Proposal, timely request and complete the Proposal Specification Form in accordance with the Instructions to Proposers). PROPOSAL NOTE: Vendors shall submit catalog (s)/pri celist(s) with their Proposal response or the Proposal will not be considered. Vendors shall submit catalog(s)/pricelist(s) with the Proposal in a readily available and readable electronic format, with Excel or searchable PDF preferred. No pap-er catalogs or manufacturer/vendor websites will be accented. Section I: Eauipment. Products. and Suaulies 1 . Discount (%) off catalog/pricelist for Water and Wastewater Pumps - Wholesale Product Line. 2. Discount (%) off catalog/pricelist for Water and Wastewater Pumps - Engineered Product Line (For this line - item vendor shall propose base model engineered water pumps. Engineered product options, see line #3 below, will be selected by the Cooperative member at the time of order). 3. Discount (%) off catalog/pricelist for Water and Wastewater Pumps - Optional Equipment and Parts for Engineered Product Line (Options will be selected by the Cooperative member at the time of order. A COMPLETE LIST OF ALL OPTIONAL EQUIPMENT AND PARTS MUST BE SUBMITTED WITH PROPOSAL FOR PROPOSAL TO BE CONSIDERED.) 4. Discount (%) off catalog/pricelist for Water and Wastewater Pumps - Utility Services Sewer Lift Station. S , Discount (%) off catalog/pricelist for Parts for Water and Wastewater Pumps and Motors. 6. Discount (%) off catalog/pricelist for Package Residential and Commercial Waste Grinder Station. 7. Discount (%) off catalog/pricelist for All Other Water and Wastewater Pumps and Motor Related Products. Section II: Compliance Services - Water and Wastewater System Operators 8. Discount (%) off catalog/prlcelist for Compliance Services for Water and Wastewater System Operators - (evaluation and testing for compliance of water and wastewater, development/review of emergency response plans, training/continuing education for risk management plan compliance, development/review of client process plans for regulatory compliance with the Environmental Protection Agency (EPA) or other regulatory agency audit requirements and related services). Section III: Installation and Repair Service 9. Hourly Labor Rate for Installation/ Repair Service of Water and Wastewater Pumps, Motors, and Related Items -- Not to Exceed hourly labor rate for Installation/Repair Service of Equipment and Products. Proposal Forms COMM/SVCS v.08A1.2021 Page 38 of 71 ard 0 OOOPERATIVE 672-22 A W Chesterton Supplier Response Event Information Number: 672-22 Title: Water and Wastewater Pumps and Motors Type: Request for Proposal Issue Date: 11 /10/2021 Deadline: 1/20/2022 04:00 PM (CT) Notes: The Local Government Purchasing Cooperative (BuyBoard) Proposal Invitation No. 672-22 Water and Wastewater Pumps and Motors Proposal Due Date and Time: January 20, 2022, 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 NOl 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. To submit completed proposal. • Visit vendor.buvboard.com and click "Register/Login/Submit Page 1 of 23 pages Vendor: A W Chesterton 672-22 Proposal" button shown below to submit your proposal online. • For additional assistance click this link I View our Proposal Submission Instructions. New Vendor? Visit vendor.buvboard.com and click "Register/Login/Submit Proposal." Click Rea_ ister now as a new supplier/vendor, so you don't miss future proposal opportunities. Any 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 23 pages Vendor: A W Chesterton 672-22 A W Chesterton Information Contact: Trent Elizondo Address: 5808 Genoa - Red Bluff Pasadena, TX 77505 Phone: (713) 920-5252 Email: trent.elizondo@chesterton.com Web Address: www.chesterton.com By submitting your response, you certify that you are authorized to represent and bind your company. Kim Bauer kim.bauer@chesterton.com Signature Email Submitted at 112012022 2:29:22 PM Requested Attachments BuyBoard Proposal Invitation No. 672-22 Water and Wastewater BuyBoard proposal 672-22 final.pdf Pumps and Motors 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 2022 442 Pricing Buy Board Submittal.pdf REQUIRED -In Excel or PDF format, upload catalog (s)/price Iist(s) in accordance with proposal invitation instructions. Vendors shall submit catalog (s)/pricelist(s) with their Proposal response or Proposal will not be considered. No paper catalogs or manufacturer/vendor websites will be accepted. File size must not exceed 100MB. (Please DO NOT password protect uploaded files.) Exceptions and/or Detailed Information Related to Discount % and/or Hourly Labor Rate Sheet.pdf Labor Rate Proposed In PDF format and if necessary, vendor shall attach detailed information regarding exceptions to pricing and/or discount percentage and define the services that are proposed to be provided. NOTE: IF DETAILED INFORMATION IS NOT SUBMITTED, PROPOSAL MAY NOT BE CONSIDERED. (Please DO NOT password protect uploaded files.) Company Profile history.doc REQUIRED -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 2021.pdf REQUIRED -In PDF format, upload W-9 form. (Please DO NOT password protect uploaded files.) Response Attachments MP 2022 GLOBAL USD_PRICE LIST.pdf Chesterton Mechanical Packing Price List. ARC 2022 GLOBAL USD_PRICE LIST.pdf Chesterton ARC Industrial Coatings price list. Coatings are for the erosion and corrosion protection of pumps, rebuilding of worn parts and improvement of the fluid efficiency properties of the equipment. Page 3 of 23 pages Vendor: A W Chesterton 672-22 ENVIS 2022 ST_PRICELIST_2022_USD_C.pdf Enviroseal, solids control stuffing box bushing price list. Smart IIOT Products 2022 GLB USD_PRICE LIST.pdf Chesterton Connect Price list. Bluetooth equipment monitoring device for vibration, surface temperature, process pressure/temperature with cloud based data management platform. Designed to monitor pump & seal health. Chesterton Terms and Conditions of Sale on Letterhead (2).pdf Chesterton Terms and Conditions. Section 7 addresses Returns. Bid Attributes 1 Federal Identification Number Federal Identification Number 104-1173400 2 HUB/No Israel Boycott Certification/No Excluded Nation or Foreign Terrorist Certification HUB/No Israel Boycott Certification/No Excluded Nation or Foreign Terrorist Certification 3 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. Yes 4 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. Yes I Page 4 of 23 pages Vendor: A W Chesterton 672-22 5 MWBE/HUB Status 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. certify that my company has been certified as a MWBE/HUB in the following categories: (Please check all that apply) 6 Minority Owned Business Minority Owned Business ❑ Minority Owned Business (Yes) 7 Women Owned Business Women Owned Business ❑ Women Owned Business (Yes) 8 Service -Disabled Veteran 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) ❑ Service -Disabled Veteran Owned Business (Yes) 9 Certification Number Certification Number No response 1 Name of Certifying Agency U Certifying Agency No response 1 Non-MWBE/HUB 1 My company has NOT been certified as a MWBE/HUB ❑ Non -HUB (Yes) L12 Vendor General Contact Information Proposal/Contract General Contact Information 1 Vendor Proposal/Contract Contact Name 3 Vendor Proposal/Contract Contact Name Trent Elizondo 1 Vendor Proposal/Contract Contact E-mail Address 4 Vendor Proposal/Contract Contact E-mail Address Trent.Elizondo@chesterton.com 1 Vendor Proposal/Contract Mailing Address 5 Vendor Proposal/Contract Mailing Address 15808 Genoa Red Bluff Page 5 of 23 pages Vendor: A W Chesterton 672-22 1 Vendor Proposal/Contact Mailing Address - City 6 Vendor Proposal/Contact Mailing Address - City Pasadena 1 Vendor Proposal/Contact Mailing Address - State 7 Vendor Proposal/Contact Mailing Address - State (Abbreviate State Name) Texas 1 Vendor Proposal/Contact Mailing Address - Zip Code 8 Vendor Proposal/Contact Mailing Address - Zip Code 177507 1 Vendor Proposal/Contact Phone Number 9 Vendor Proposal/Contact Phone Number (xxx-xxx-=(c) 18177731187 2 Vendor Proposal/Contact Extension Number U Vendor Proposal/Contact Extension Number No response 2 Company Website 1 Company Website (www.xxxxx.com) www.chesterton.com 2 2 Purchase Orders Contact Information All Purchase Orders from Cooperative members will be available through the Internet. Vendors need Internet access and at least one e-mail address so that notification of new orders can be sent to the Internet contact when a new purchase order arrives. An information guide will be provided to Vendors to assist them with retrieving their orders. Please select options below for receipt of Purchase Orders and provide the requested information: • I will use the internet to receive Purchase Orders at the following address Yes I 2 Purchase Order E-mail Address 3 Purchase Order E-mail Address PasadenaOrders@chesterton.com 2 Purchase Order Contact Name 4 Purchase Order Contact Name Jane Webb 2 Purchase Order Contact Phone Number 5 Purchase Order Contact Phone Number (xxx-xxx-)o=) 1713-920-5252 Page 6 of 23 pages Vendor: A W Chesterton 672-22 2 Purchase Order Contact Extension Number 6 Purchase Order Contact Extension Number No response 2 Alternate Purchase Order E-mail Address 7 Alternate Purchase Order E-mail Address trent.elizondo@chesterton.com 2 Alternate Purchase Order Contact Name 8 Alternate Purchase Order Contact Name Trent Elizondo@chesterton.com 2 Alternate Purchase Order Contact Phone Number 9 Alternate Purchase Order Contact Phone Number (xxx-xxx-xxxx) 1 817-773-1187 3 Alternate Purchase Order Contact Extension Number U Alternate Purchase Order Contact Extension Number No response 3 Purchase Orders Contact Information All Purchase Orders from Cooperative members will be available through the Internet. Vendors need Internet access and at least one e-mail address so that notification of new orders can be sent to the Internet contact when a new purchase order arrives. An information guide will be provided to Vendors to assist them with retrieving their orders. Please select options below for receipt of Purchase Orders and provide the requested information: • 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. Yes I 3 Request for Quotes (5EceRFQ5E) 2 Cooperative members will send RFQs to you by e-mail 3 Request for Quote (RFQ) E-mail Address 3 Request for Quote (RFQ) E-mail Address PasadenaOrders@chesterton.com 3 Request for Quote (RFQ) Contact Name 4 Request for Quote (RFQ) Contact Name Jane Webb Please provide e-mail addresses for the receipt of RFQs: 3 Request for Quote (RFQ) Contact Phone Number 5 Request for Quote (RFQ) Contact Phone Number (xxx-xxx-moo 1713-920-5252 Page 7 of 23 pages Vendor: A W Chesterton 672-22 3 Request for Quote (RFQ) Contact Extension Number 6 Request for Quote (RFQ) Contact Extension Number No response 3 Alternate Request for Quote (RFQ) E-mail Address 7 Alternate Request for Quote (RFQ) E-mail Address Trent.Elizondo@chesterton.com 3 Alternate Request for Quote (RFQ) Contact Name 8 Alternate Request for Quote (RFQ) Contact Name Trent Elizondo 3 Alternate Request for Quote (RFQ) Contact Phone Number 9 Alternate Request for Quote (RFQ) Contact Phone Number (xxx-xxx-xxxx) 1 817-773-1187 4 Alternate Request for Quote (RFQ) Contact Extension Number U Alternate Request for Quote (RFQ) Contact Extension Number No response 4 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. 4 Invoices 2 Please choose only one (1) of the following options for receipt of invoices and provide the requested information: (a) Service fee invoices and related communications should be provided directly to my company at: or (b) In lieu of my company, I request and authorize all service fee invoices to be provided directly to the following billing agent: 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. Service fee invoices and notices direct to company 4 Invoice Company Name 3 Invoice Company Name AW Chesterton Co. 4 Invoice Company Department Name 4 Invoice Company Department Name AW Chesterton Co. Page 8 of 23 pages Vendor: A W Chesterton 672-22 4 Invoice Contact Name 5 Invoice Contact Name Jane Webb 4 Invoice Mailing Address 6 Invoice Mailing Address (P.O. Box or Street Address) 15808 Genoa Red Bluff 4 Invoice Mailing Address - City 7 Invoice Mailing Address - City Pasadena 4 Invoice Mailing Address - State 8 Invoice Mailing Address - State (Abbreviate State Name) Texas 4 Invoice Mailing Address - Zip Code 9 Invoice Mailing Address (Zip Code) 177507 5 Invoice Contact Phone Number U Invoice Contact Phone Number (xxx-xxx-xxxx) 1713-920-5252 5 Invoice Contact Extension Number Invoice Contact Extension Number No response 5 Invoice Contact Fax Number 2 Invoice Contact Fax Number (xxx-xxx-xxxx) No response 5 Invoice Contact E-mail Address 3 Invoice Contact E-mail Jane.Webb@chesterton.com 5 Invoice Contact Alternate E-mail Address 4 Invoice Contact Alternate E-mail Address Latoya.Salone@chesterton.com 5 Billing Agent Company Name 5 Billing Agent Company Name No response 5 Billing Agent Department Name 6 Billing Agent Department Name No response Page 9 of 23 pages Vendor: A W Chesterton 672-22 5 Billing Agent Contact Name 7 Billing Agent Contact Name No response 5 Billing Agent Mailing Address 8 Billing Agent Mailing Address (P.O. Box or Street Address) No response 5 Billing Agent Mailing Address - City 9 Billing Agent Mailing Address - City No response 6 Billing Agent Mailing Address - State U Billing Agent Mailing Address - State (Abbreviate State Name) No response 6 Billing Agent Mailing Address - Zip Code Billing Agent Mailing Address - Zip Code No response 6 Billing Agent Contact Phone Number 2 Billing Agent Contact Phone Number (xxx-xxx-xxxx) No response 6 Billing Agent Contact Extension Number 3 Billing Agent Contact Extension Number No response 6 Billing Agent Fax Number 4 Billing Agent Fax Number No response 6 Billing Agent Contact E-mail Address 5 Billing Agent Contact E-mail Address No response 6 Billing Agent Alternative E-mail Address 6 Billing Agent Alternative E-mail Address No response 6 Shipping Via 7 Common Carrier, Company Truck, Prepaid and Add to Invoice, or Other Prepaid and Add to Invoice I Page 10 of 23 pages Vendor: A W Chesterton 672-22 6 Payment Terms 8 Note: Vendor payment terms must comply with the BuyBoard General Terms and Conditions and the Texas Prompt Payment Act (Texas Government Code Ch. 2251). I Payment terms are Net 30 days 6 Vendor's Internal/Assigned Reference/Quote Number 9 Vendor's Internal/Assigned Reference/Quote Number I No response 7 State or Attach Return Policy U 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. I Terms and conditions are attached in documents. Section 7 specifically addresses returns. 7 Electronic Payments Are electronic payments acceptable to your company? IYes I 7 Credit Card Payments 2 Are credit card payments acceptable to your company? IYes 7 Texas Regional Service Designation 3 Texas Regional Service Designation - Refer to Form in Proposal Invitation The Cooperative (referred to as "Texas Cooperative" in this form and in the State Service Designation form) offers vendors the opportunity to service its members throughout the entire State of Texas. If you do not plan to service all Texas Cooperative members statewide, you must indicate the specific regions you will service on this form. If you propose to serve different regions for different products or services included in your Proposal, you must complete and submit a separate Texas Regional Service Designation form for each group of products and clearly indicate the products or services to which the designation applies. By designating a region or regions, you are certifying that you are authorized and willing to provide the proposed products and services in those regions. Designating regions in which you are either unable or unwilling to provide the specified products and services shall be grounds for either rejection of your Proposal or, if awarded, termination of your Contract. Additionally, if you do not plan to service Texas Cooperative members (i.e., if you will service only states other than Texas), you must so indicate on this form. 7 Company Name 4 Company Name I AW Chesterton Co. 7 Texas Regional Service Designation 5 Select only one of the following options. If you select "I will NOT serve all Regions of Texas", you must then check the individual Regions you wish to serve. IAII Regions 7 Region 1 6 Region 1 - Edinburg ❑ Region 1 (1) Page 11 of 23 pages Vendor: A W Chesterton 672-22 7 Region 2 7 Region 2 - Corpus Christi ❑ Region 2 (2) 7 Region 3 8 Region 3 - Victoria ❑ Region 3 (3) 7 Region 4 9 Region 4 - Houston ❑ Region 4 (4) 8 Region 5 0 Region 5 - Beaumont ❑ Region 5 (5) 8 Region 6 1 Region 6 - Huntsville ❑ Region 6 (6) 8 Region 7 2 Region 7 - Kilgore ❑ Region 7 (7) 8 Region 8 3 Region 8 - Mount Pleasant ❑ Region 8 (8) 8 Region 9 4 Region 9 - Wichita Falls ❑ Region 9 (9) 8 Region 10 5 Region 10 - Richardson ❑ Region 10 (10) 8 Region 11 6 Region 11 - Fort Worth ❑ Region 11 (11) 8 Region 12 7 Region 12 - Waco ❑ Region 12 (12) 8 Region 13 8 Region 13 - Austin ❑ Region 13 (13) Page 12 of 23 pages Vendor: A W Chesterton 672-22 8 Region 14 9 Region 14 - Abilene ❑ Region 14 (14) 9 Region 15 0 Region 15 - San Angelo ❑ Region 15 (15) 9 Region 16 Region 16 - Amarillo ❑ Region 16 (16) 9 Region 17 2 Region 17 - Lubbock ❑ Region 17 (17) 9 Region 18 3 Region 18 - Midland ❑ Region 18 (18) 9 Region 19 4 Region 19 - El Paso ❑ Region 19 (19) 9 Region 20 5 Region 20 - San Antonio ❑ Region 20 (20) 9 6 State Service Designation State Service Designation - Refer to Form in Proposal Invitation. 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 addition to this form, to be considered for a piggy -back award by the National Purchasing Cooperative, you must have an authorized representative sign the National Purchasing Cooperative Vendor Award Agreement that follows this form. If you serve different states for different products or services included in your Proposal, you must complete and submit a separate State Service Designation form for each group of products and clearly indicate the products or services to which the designation applies. By designating a state or states, you are certifying that you are authorized and willing to provide the proposed products and services in those states. Designating states in which you are either unable or unwilling to provide the specified products and services shall be grounds for either rejection of your Proposal or, if awarded, termination of your Contract. 9 Company Name 7 Company Name JAW Chesterton Co. Page 13 of 23 pages Vendor: A W Chesterton 672-22 9 State Service Designation 8 Select only one of the following options. the individual States you wish to serve. I will not serve all states in the United States 9 Alabama 9 Alabama ❑ Alabama (AL) 1 Alaska 0 0 Alaska ❑ Alaska (AK) 1 Arizona Arizona ❑ Arizona (AZ) 1 Arkansas 0 Arkansas ❑ Arkansas (AR) If you select "I will NOT serve all States", you must then check 1 California 0 California (Public Contract Code 20118 & 20652) 3 ❑ California (CA) 1 Colorado 0 Colorado 4 ❑ Colorado (CO) 1 Connecticut 0 Connecticut ❑ Connecticut (CT) 1 Delaware 0 Delaware ❑ Delaware (DE) 1 District of Columbia 0 District of Columbia 7 ❑ District of Columbia (DC) 1 Florida 0 8 Florida ❑ Florida (FL) 1 Georgia 9 Georgia ❑ Georgia (GA) Page 14 of 23 pages Vendor: A W Chesterton 672-22 1 Hawaii 0 Hawaii ❑ Hawaii (HI) 1 Idaho 1 Idaho 1 ❑ Idaho (ID) 1 Illinois 1 Illinois 2 ❑ Illinois (IL) 1 Indiana 3 Indiana ❑ Indiana (IN) 1 Iowa 4 Iowa ❑ Iowa (IA) 1 Kansas 1 Kansas ❑ Kansas (KS) 1 Kentucky 1 Kentucky 6 ❑ Kentucky (KY) 1 Louisiana 7 Louisiana ❑ Louisiana (LA) 1 Maine 8 Maine ❑ Maine (ME) 1 Maryland 1 9 Maryland ❑ Maryland (ME) 1 Massachusetts 2 Massachusetts 0 ❑ Massachusetts (MA) 1 Michigan 2 Michigan 1 ❑ Michigan (MI) Page 15 of 23 pages Vendor: A W Chesterton 672-22 1 Minnesota 2 Minnesota ❑ Minnesota (MN) 1 Mississippi 2 3 Mississippi ❑ Mississippi (MS) 1 Missouri 4 Missouri ❑ Missouri (MO) 1 Montana 5 Montana ❑ Montana (MT) 1 Nebraska 6 Nebraska ❑ Nebraska (NE) 1 Nevada 7 Nevada ❑ Nevada (NV) 1 New Hampshire 8 New Hampshire ❑ New Hampshire (NH) 1 New Jersey 9 New Jersey ❑ New Jersey (NJ) 1 New Mexico UNew Mexico ❑ New Mexico (NM) 1 New York New York ❑ New York (NY) 1 North Carolina 2 North Carolina ❑ North Carolina (NC) 1 North Dakota 3 North Dakota ❑ North Dakota (ND) Page 16 of 23 pages Vendor: A W Chesterton 672-22 1 Ohio 4 Ohio ❑ Ohio (OH) 1 Oklahoma 3 Oklahoma ❑ Oklahoma (OK) 1 Oregon 3 Oregon ❑ Oregon (OR) 1 Pennsylvania 3 Pennsylvania ❑ Pennsylvania (PA) 1 Rhode Island 3 Rhode Island ❑ Rhode Island (RI) 1 South Carolina 3 South Carolina ❑ South Carolina (SC) 1 South Dakota 4 South Dakota 0 ❑ South Dakota (SD) 1 Tennessee Tennessee ❑ Tennessee (TN) 1 Texas 4 Texas ❑ Texas (TX) 1 Utah 4 Utah 3 ❑ Utah (UT) 1 Vermont 4 Vermont ❑ Vermont (VT) 1 Virginia 4 Virginia ❑ Virginia (VA) Page 17 of 23 pages Vendor: A W Chesterton 672-22 1 Washington 44 Washington ❑ Washington (WA) 1 West Virginia 4 West Virginia 7 ❑ West Virginia (WV) 1 Wisconsin 4 Wisconsin ❑ Wisconsin (WI) 4 Wyoming 9 Wyoming ❑ Wyoming (WY) Bid Lines 1 Section I: Eauiament. Products. and Suaalies - Discount (%) off catalog/pricelist for Water and Wastewater Pumps - Wholesale Product Line. Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 18 of 23 pages Vendor: A W Chesterton 672-22 2 Section I: Eauipment. Products. and Suaalies - Discount (%) off catalog/pricelist for Water and Wastewater Pumps - Engineered Product Line (For this line -item vendor shall propose base model engineered water pumps. Engineered product options, see line #3 below, will be selected by the Cooperative member at the time of order). Catalog/Pricelist MUST be included or proposal will not be considered. 1►Tf0T jA Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response 3 Section I: Eauir)ment. Products. and Sunnlies - Discount (%) off catalog/pricelist for Water and Wastewater Pumps - Optional Equipment and Parts for Engineered Product Line (Options will be selected by the Cooperative member at the time of order. A COMPLETE LIST OF ALL OPTIONAL EQUIPMENT AND PARTS MUST BE SUBMITTED WITH PROPOSAL FOR PROPOSAL TO BE CONSIDERED.) Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/price list proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 19 of 23 pages Vendor: A W Chesterton 672-22 4 5 Section I: Eauir)ment. Products. and Supplies, - Discount (%) off catalog/pricelist for Water and Wastewater Pumps - Utility Services Sewer Lift Station. Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Section I: Eauioment. Products. and Supplies. - Discount (%) off catalog/pricelist for Parts for Water and Wastewater Pumps and Motors. Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Page 20 of 23 pages Vendor: A W Chesterton 672-22 6 7 Section I: Eauipment. Products. and Suaalies - Discount (%) off catalog/pricelist for Package Residential and Commercial Waste Grinder Station. Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response Section I: Eauipment. Products. and Sunalies - Discount (%) off catalog/pricelist for All Other Water and Wastewater Pumps and Motor Related Products. Catalog/Pricelist MUST be included or proposal will not be considered. Total: 1 15% 1 Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". Mechanical Seals for Pumps Alternate 1 Section I: Eauir)ment. Products. and Supplies - Discount (%) off cataloa/Dricelist for All Other Water and Wastewater Pumas and Motor Related Products. Cataloa/Pricelist MUST be included or proposal will not be considered. Total: 1 15% 1 Page 21 of 23 pages Vendor: A W Chesterton 672-22 Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". T Mechanical Packing for Pumps Alternate 2 Section I: Eauiament. Products. and SuaDlies - Discount (%) off cataloa/Dricelist for All Other Water and Wastewater Pumas and Motor Related Products. Cataloa_/Pricelist MUST be included or DrODosal will not be considered. Total: 1 20% 1 Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". T ARC Epoxy Coatings for Pumps Alternate 3 Section I: Eauiament. Products. and SuaDlies - Discount (%) off cataloa/Dricelist for All Other Water and Wastewater Pumas and Motor Related Products. Cataloa_/Pricelist MUST be included or Dr000sal will not be considered. Total: 1 5% 1 Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". T Chesterton Connect Alternate 4 Section I: Eauiament. Products. and SUDDlies - Discount (%) off cataloa/Dricelist for All Other Water and Wastewater Pumas and Motor Related Products. Cataloa_/Pricelist MUST be included or Dr000sal will not be considered. Total: 1 5% 1 Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NO E: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". T Enviroseal Spiraltrac Bushing Page 22 of 23 pages Vendor: A W Chesterton 672-22 8 Section II: Compliance Services - Water and Wastewater Svstem Operators - Discount (%) off catalog/pricelist for Compliance Services for Water and Wastewater System Operators - (evaluation and testing for compliance of water and wastewater, development/review of emergency response plans, training/continuing education for risk management plan compliance, development/review of client process plans for regulatory compliance with the Environmental Protection Agency (EPA) or other regulatory agency audit requirements and related services). Catalog/Pricelist MUST be included or proposal will not be considered. No Bid Item Notes: Vendors proposing multiple manufacturer product lines and/or catalog/pricelist per line item must submit the information as follows or proposal may not be considered: • Select "Add Alternate" for each additional manufacturer product line and/or catalog/pricelist proposed • Vendor's must list one specific percentage discount for each manufacturer and/or catalog/pricelist listed Item Attributes 1. State Name of Catalog/Pricelist Proposed with Discount Percentage NOTE: Do not include SKU, Reference Numbers, Websites, and/or "See Attached/Enclosed". No response 9 Section II: Installation and Repair Service - Hourly Labor Rate for Installation/Repair Service of Water and Wastewater Pumps, Motors, and Related Items -- Not to Exceed hourly labor rate for Installation/Repair Service of Equipment and Products. Quantity: 1 UOM: Hourly Labor Rate Price: 1 $150.00 1 Total: 1 $150.00 1 Response Total: $150.00 Page 23 of 23 pages Vendor: A W Chesterton 672-22 EXHIBIT C CONFLICT OF INTEREST QUESTIONNAIRE FORM CIO For vendor doing business with local governmental entity This questionnaire reflects changes made io the law by H.B. 23. 941h Leg., Regular Session. OFFICE IGEONLY This questionnaire is being liled in accordanra with Ghapta�r 176. Laval Government Code, by a vendor who DaW peceiwed has a business relationship as defined by Section 176-0010-a7 with a local gouernmen-al enlirg and the vendor meats requirements under Section 176.006(a)- fay law this questlonnaire must be liled with the records adminhaalor of the local gouen-rental entity not laser than the 7th business day after the dale the vendor bommas arras of facts tha-, require the am-.ement io tie filed. Sap Section 176-ao6(a-1), LacaJ Gcvemmoni Coda. A vendor commits an olfanse if the vendor knowingly violates Section 176.046, Local Givemment Code- An coarse under this section is a misdemeanor. -11 Name of vendor who has a business relationship with local governmental entity. J Check ift is box if you arm tilt ng an ups is a previously fi Ind q uesfiannaire. (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 arare that the originally filed questionnaire was incomplete OF inaccurate.) J Name of local government officerabout whom the information is being disclosed,. Name of Off cer J describe each employment or other business relationship with the local government officer, or a family member of the officer, as described by Section 176.002(a)(2)(A). Also describe any family relationship with the local governrnentoff icer. Complete subparts A and B for each employment or business miationship described. Attach additional pages to this Form CIO as necessary. A- Is the local government officer or a family member of the offioer receiving or likely to rOcaiwe taxable income, other than irucstment income. from the vendor? rlYes M N o 13- Is the vendor receiwing or likely to mcaivetaxable income, other than iriwestment income, from or at the direction of the Iacal government officer OF a family rrembw of the officer AND the taxable income is not received tram the local governmental entity? riYes F1hf4 f?escribeeach 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 inlerest of one percent or more. 13 Chock this box if the vendor has given tti0local govern mart officer or a fern fly member of the officer one or more gifts as described in Section 176.00%&)(2)(B), excluding gifts described in Section 176-003(a.-1 ). F'"G2/�� Mar 28 2024 Benjami ittreich (Mar 28, 202411:40 EDT) , Sgnature of vendor doing business with the governmental entity V. Form provided by Texas Ethics Commission wrm. athi cs.stata.lz. u s Re Ased 11V2021