1-Contract Forms.pdf
PDF 223 KB Posted
- Attached to
- Investment Advisory Services
- Solicitation number
- RFP-26-001(FIN)
- Issued by
- Delaware County, Ohio
About this file
This document contains contract forms for the City of Westerville, Ohio's Investment Advisory Services procurement. The forms include a Noncollusion Affidavit and a Personal Property Tax Affidavit required from bidders submitting proposals. The City of Westerville is seeking proposals for professional investment advisory services designed to enhance the City's portfolio of short-term and long-term investments. The services involve recommending and implementing appropriate investment transactions in compliance with the Ohio Revised Code, the City's Charter, and the City's Investment Policy. The specific response dates, due dates, bidders' meetings, site visits, award dates, and contract term information are not detailed in this particular document.
The Personal Property Tax Affidavit requires bidders to declare whether they have been charged with delinquent personal property taxes in Franklin and Delaware Counties, Ohio, and if so, to provide the amounts of unpaid taxes, penalties, and interest. The Noncollusion Affidavit obligates bidders to certify that their bid is genuine, not collusive, and that they have not engaged in price-fixing, bid-rigging, or other improper bidding practices. The affidavit must be notarized and incorporated into the final contract. No pricing terms, set-asides, incumbent information, or funding requirements are addressed in these contract forms.
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Other files
| File | Type | Posted |
|---|---|---|
| 2-Investement Advisory Services RFP.pdf |
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Text version
NONCOLLUSION AFFIDAVIT
State of:
County of:
BID Identification: Investment Advisory Services
CONTRACTOR:
Being first duly sworn, deposes as says that he/she is:
of (sole owner, a partnership, president etc.) (name of company) the party making the foregoing BID; that such BID is not made in the interest of or on behalf of any undisclosed person, partnership, company, association, organization, or corporation; that such BID is genuine and not collusive or sham; that said BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham BID, and has not directly or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put in a sham BID, or that anyone shall refrain from bidding; that said BIDDER has not in any manner, directly or indirectly, sought by agreement, communication or conference with anyone to fix the BID price of said BIDDER or of any other BIDDER, or to fix any overhead, profit, or cost element of such BID price, or of that of any other BIDDER, or to secure any advantage against the OWNER awarding the Contract or anyone interested in the proposed Contract; that all statements contained in such BID are true; and, further, that said BIDDER has not, directly or indirectly, submitted his BID price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid and will not pay any fee in connection therewith, to any corporation, partnership, company, association, organization, BID depository, or to any member or agent thereof, or to any other individual except to such person or persons as have a partnership or other financial interest with said BIDDER in its general business.
Signed:
Subscribed and sworn to before me this
Day of , 20
Seal of Notary
PERSONAL PROPERTY TAX AFFIDAVIT
Re:
To:
FOR
THE CITY OF WESTERVILLE, OHIO
(SECTION 5719.042 ORC)
Investment Advisory Services
Director of Finance, City of Westerville, Ohio
State of:
County of:
By (Bidder):
Address:
Affiant:
Title:
being first duly sworn, says that on , it (check at left of paragraph 1 or 2; if 2, fill in the appropriate data):
1. Was not charged with any delinquent personal property taxes on the general tax list of personal property of Franklin and Delaware Counties
2. Was charged with delinquent personal property taxes on the general tax list of personal property of Franklin and/or Delaware Counties and the amount due and unpaid delinquent taxes, penalties, and interest are:
Tax Penalties Interest
FRANKLIN COUNTY $ $ $
DELAWARE COUNTY $ $ $
That this Affidavit shall be incorporated into the Contract between the undersigned and the City of Westerville.
Signed:
Subscribed and sworn to before me this
Day of , 20
Seal of Notary
| Personal Property Tax Affidavit.pdf |
| Re: Workers’ Compensation Self-Insurance Services (RFP-17-001(DAS-HR)) |
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