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HomeMy WebLinkAbout053781-NC1 - General - Contract - NextEra Energy Advisors, LLCFORT WORTH;, Memorandum Date: 6/2/2026 CSC No. 53781-NC1 To: Hye Won Kim, Assistant City Attorney JR To: Juanita Rigsby — Energy Manager, Property Management Marilyn Marvin — Director, Property Management 0/( To: Jannette Goodall, City Secretary x Re: USource, L.L.C. to NextEra Energy Advisors, LLC- Name change only Prior Name: USource, L.L.C. New Name: NextEra Energy Advisors, LLC CSC: 53781 Legal Entity Name change only; tax id number remains the same. Approved By: Hye Won Kim, Assistant City Attorney Approval Date: 06/02/2026 Financial Management Services Purchasing — Vendor Management City of Fort Worth • 100 Fort Worth Trail, Fort Worth, TX 76102 817-392-0000 • FAX 817-392-0000 OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Form W_9 I Request for Taxpayer I Give form to the (Rev. March 2024) Identification Number and Certification requester. Do not Department the Treasury Go to wwwJrs.gov/FormW9 for instructions and the latest information. send to the IRS. Internal Revenue Service Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below. 1 Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner's name on line 1, and enter the business/disregarded entity's name on line 2.) NextEra Energy Capital Holdings, Inc. 2 Business name/disregarded entity name, if different from above. NextEra Advisors, LLC (EIN: 02-0516921) M 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check 4 Exemptions (codes apply only to monly one of the following seven boxes. certain entities, not individuals; o_ see instructions on page 3): o ❑ Individual/sole proprietor Q✓ C corporation ❑ S corporation ❑ Partnership Trust/estate LLC. Enter the tax classification (C = C corporation, S = S corporation, P =Partnership) .............................. Exempt payee code (if any) 5 Note: Check the "LLC' box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax o classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate Exemption from Foreign Account Tax box for the tax classification of its owner. Compliance Act (FATCA) reporting ❑ Other (see instructions) code (if any) a � U (Applies to accounts maintained 3b If on line 3a you checked 'Partnership" or "Trust/estate," or checked "LLC' and entered "P" as its tax classification, C and you are providing this form to a partnership, trust, or estate in which you have an ownership interest, check outside the United States.) y this box if you have any foreign partners, owners, or beneficiaries. See instructions . . ❑ c a) 5 Address (number, street, and apt. or suite no.). See instructions. Requester's name and address (optional) 700 Universe Blvd. 6 City, state, and ZIP code Juno Beach, FL 33408 7 List account number(s) here (optional) lira 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 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 or TIN, later. Employer identification number Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter. 5 9 - 2 5 7 6 4 1 6 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 dividend,, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part 11, later. Ti gnature Her person � Here U.S.u.s. person Date May 22, 2026 General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9. What's New Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the "LLC" box and enter its appropriate tax classification. New line 3b has been added to this form. A flow -through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow -through entity in which it has an ownership interest. This change is intended to provide a flow -through entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisfy any applicable reporting requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065). Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS is giving you this form because they Cat. No. 10231X Form W-9 (Rev. 3-2024) r Usource A NEXTERA ENERGY COMPANY N ExTe ra ADVISORSTM i Stronger Insight. Expanded Capabilities. Same Dedicated Team. Usource has ahvays been dedicated to helping organizations make smarter more confident energy decisions In 2026 vie re elevating that mission even further as we transition to NextEra Advisors. Backed by the unmatched scale innovation and financial strength of NextEra Energy NextEra Advisors represents a bold new era for energy strategy. procurement and energy efficiency planning > Deep market intelligence You'll gain access to enhanced analytics forecasting and industry knowledge powered by one of the nations leading energy innovators > Broader strategic support From energy procurement to budget development, risk assessment and long range planning our capabilities continue to grow as part of the NextEra Energy family > Your trusted advisors, elevated Your current Usource team remains committed to guiding you with Garity. transparency and a deep understanding of your organization goals The transition does not change your point of contact or the way we deliver our guidance. > National strength, focused expertise By operating under the NextEra Advisors name we connect our clients to the experience and stability of one of the nation s most respected energy companies while continuing to provide the attentive and specialized service you expect > A new name, a stronger commitment The move to NextEra Advisors is an important step in our evolution Our mission remains the same )Ae aim to provide Gear guidance reliable insight and a thoughtful approach to energy decision -malting. This change strengthens our ability to support your goats and prepares us for the future of the energy landscape Delaware Page The First State I, CHARUNI PATIBANDA-SANCHEZ, SECRETARY OF STATE OF THE STATE OF DELAWARE, DO HEREBY CERTIFY THE ATTACHED IS A TRUE AND CORRECT COPY OF THE CERTIFICATE OF AMENDMENT OF "USOURCE, L.L.C.", CHANGING ITS NAME FROM "USOURCE, L.L.C." TO "NEXTERA ADVISORS, LLC", FILED IN THIS OFFICE ON THE TWENTIETH DAY OF FEBRUARY, A.D. 2026, AT 3:13 O'CLOCK P.M. 3205239 8100 SR# 20260717289 C d so-tldtj�2 Cheruni Patibanda-Sanchez. Secretary of State Authentication: 203161672 Date: 02-22-26 You may verify this certificate online at corp.delaware.gov/authver.shtml STATE OF DELAWARE CERTIFICATE OF AMENDMENT 1. Name of Limited Liability Company: Usource, L.L.C. 2. The Certificate of Formation of the limited liability company is hereby amended as follows: FIRST: The name of the limited liability company (hereinafter called the "limited liability company") is NextEra Advisors, LLC. IN WITNESS WHEREOF, the undersigned have executed this Certificate on the 20th day of February A.D. 2026 Authorized Person(s) Name:Jennifer L. Johnson Print or Type State of Delaware Secretary of State Division of Corporations Delivered 03:13 P1102120/2026 FILED 03:13 PR102l20.12026 SR 20260717289 - rileNumber 3205239 FORT WORTH. City Secretary's Office Contract Routing & Transmittal Slip Contractor's Name: CSC 53781 - USource, L.L.0 to NextEra Advisors, LLC Subject of the Agreement: Name change only - Supplier kept same tax id number. M&C Approved by the Council? * Yes ❑ No n If so, the M&C must be attached to the contract. Is this an Amendment to an Existing contract? Yes ❑ No 0 If so, provide the original contract number and the amendment number. Is the Contract "Permanent"? *Yes ❑ No 0 If unsure, see backpage for permanent contract listing. Is this entire contract Confidential? *Yes ❑ No 0 If only specific information is Confidential, please list what information is Confidential and the page it is located. Effective Date: NA If different from the approval date. Expiration Date: NA If applicable. Is a 1295 Form required? * Yes ❑ No 21 *If so, please ensure it is attached to the approving AM or attached to the contract. Project Number: If applicable. NA *Did you include a Text field on the contract to add the City Secretary Contract (CSC) number? Yes ✓❑ No ❑ Contracts need to be routed for CSO processing in the followingorder: rder: 1. Katherine Cenicola (Approver) 2. Jannette S. Goodall (Signer) 3. Allison Tidwell (Form Filler) *Indicates the information is required and if the information is not provided, the contract will be returned to the department.