1-Publish S26-008 Request for Proposal for Mason Homestead Rennovation.pdf

SOLICITATION NUMBER

RFP #S26-008

Purchasing Division 105 N. Brushy Street Leander, TX 78641 www.leandertx.gov

Solicitation #S26-008

REQUEST FOR PROPOSAL

MASON HOMESTEAD RENOVATION

Responses Due: June 2, 2026 at 2:00 PM http://www.leandertx.gov/

REQUEST FOR PROPOSAL

MASON HOMESTEAD RENNOVATION

PART I

GENERAL

1. PURPOSE: The City of Leander, herein after “City”, seeks an agreement with a qualified Individual, Firm, or Corporation, herein “Respondent”, to develop and provide renovation work to the existing Historic Mason Homestead located at 1101 South Bagdad Road, Leander, TX 78641. The City intends to award one (1) contract. The successful Respondent must meet all requirements of this RFP, maintain proper licensing, and comply with all federal, state, and local laws and historical restoration laws relative to the service specified in this RFP.

2. GOAL: The work includes site demolition and concrete paving replacement, exterior stone cleaning and limestone splash block installation, reconstruction of porch framing, decking, columns, and railing, replacement of seven wood windows and the front entrance door, new chimney caps, gutters, and damp proofing, replacement of select interior flooring, exterior painting, interior painting, and trim painting. Mechanical work includes replacement of one HVAC unit and associated louvers and dampers, and plumbing work includes replacement of the residential water heater, capping of existing gas lines, and refurbishment of the existing clawfoot bathtub. Electrical work supports the new equipment installations and includes replacement of four exterior light fixtures and reconnection of the existing lightning protection The project is expected to be substantially completed on or before September 30, 2026.

3. DEFINITIONS, TERMS AND CONDITIONS: By submitting a response to this solicitation, the Respondent agrees that the City’s standard Definitions, Terms and Conditions, in effect at the time of release of the solicitation, shall govern but shall be superseded by those terms and conditions specifically provided for otherwise within this solicitation, in a separate agreement or on the face of a purchase order. The City’s Definitions, Terms and Conditions are herein made a part of this solicitation and can be found on the City’s website by visiting https://www.leandertx.gov/264/Purchasing.

3.1. Any exception to our additional terms and conditions attached to the response will not be considered unless respondent specifically references them on the front of the Solicitation Document. WARNING: Exception to additional terms and conditions may result in disqualification of the response.

4. ATTACHMENTS: Attachments A through C are herein made a part of this solicitation.

4.1. Attachment A: Reference Sheet

4.2. Attachment B: CIQ Form

4.3. Attachment C: Bid Sheet

4.4. Attachment D: Business Questionnaire

https://www.leandertx.gov/264/Purchasing

5. CITY CONTACT AND PROHIBITED COMMUNICATION: All requests, questions, and other communications about this solicitation shall be made in writing via the City’s Bonfire portal at https://leandertx.bonfirehub.com/ to the City’s authorized contact:

Primary Contact: Victor Castillo, Purchasing Manager City of Leander

6. RESPONDENT REQUIREMENTS: The opening of a solicitation shall not be construed as the City’s acceptance of such as qualified and responsive.

6.1. Respondents shall be firms, corporations, individuals or partnerships normally engaged in the provision or service described herein.

7. BEST VALUE EVALUATION AND CRITERIA: Respondents may be required to make a verbal presentation to the selection team to further present their qualifications. These presentations will provide the Respondent the opportunity to clarify their proposal and ensure a mutual understanding of the services to be provided and the approach to be used.

All solicitations received may be evaluated based on the best value for the City. In determining best value, the City may consider:

• Proposed fees;

• Reference of Respondent and of Respondent’s services;

• Quality of the Respondent’s services;

• The extent to which the services meet the City’s needs;

• Respondent’s past relationship with the City;

• Any relevant criteria specifically listed in the solicitation to include, but not limited to, the results of the vendor’s past experience with similar projects.

7.1. The City reserves the right to reject any or all responses, or delete any portion of the response, or to accept any response deemed most advantageous, or to waive any irregularities or informalities in the response received that best serves the interest and at the sole discretion of the City.

8. COMMITTEE REVIEW: An evaluation committee will review each response to determine the most highly qualified Respondent on the basis of demonstrated competence and qualifications using the following weighted criteria. A consensus score will be assigned to each response. A committee of City of Leander evaluators has been established to evaluate the Solicitation Responses.

Criteria Possible Points

Respondent’s Solution and Program (Letter of Transmittal, Executive Summary)

Experience and Expertise (Personnel) 30

Pricing 40

References Acceptable/Inacceptable

Total 100

The evaluation process may reveal additional information for consideration. The City reserves the right to modify, without notice, the evaluation structure and weighted criteria to accommodate these additional considerations to serve the best interest of the City.

https://leandertx.bonfirehub.com/

9. AWARD: The City reserves the right to enter into an Agreement or a Purchase Order with a single award, split awards, non-award, or use any combination that best serves the interest and at the sole discretion of the City. Award announcement will be made upon City Council approval of staff recommendation and executed agreement. Award announcement will appear on the City’s website at https://www.leandertx.gov/265/Bid-Notification.

9.1. The City reserves the right to reject any or all responses, or delete any portion of the response, or to accept any response deemed most advantageous, or to waive any irregularities or informalities in the response received that best serves the interest and at the sole discretion of the City.

9.2. Chapter 176, Texas Local Government Code requires that disclosures of certain relationships be made in relation to certain contracts with the City. Local government officers are the members of the City Council, the City Manager, and other City employees or agents who exercise discretion in planning, recommending, selecting and contracting of a vendor. A list of City of Leander government officers can be found here. Click here Chapter 176, Texas Local Government Code, to review this requirement.

9.3. A completed CIQ Form, herein Attachment B, is required with each response.

9.4. Once a selection is made and the City has the intent to award, the successful respondent will be required to submit Form 1295 to the State of Texas electronically prior to executing the agreement or purchase order.

10. AGREEMENT TERM: The terms of the awarded agreement shall include but not be limited to the following:

10.1. The term “agreement” shall mean the executed contract awarded as a result of this solicitation and all exhibits thereto. At a minimum, the following documents will be incorporated into the agreement:

10.1.1. Solicitation document, attachments and exhibits;

10.1.2. Solicitation addendums, if applicable;

10.1.3. City’s Definitions, Terms and Conditions;

10.1.4. Successful Respondent’s submission.

10.2. The initial term of the agreement shall commence upon execution unless otherwise specified and shall continue in effect until all obligations are performed in accordance with the Contract. Upon written notice to the Contractor from the City’s Purchasing Manager or designee, unless specified otherwise in the Scope of Work, the Contract may be extended beyond the initial term at the City’s sole option unless the Contractor is notified 30 days prior to the expiration. If the City exercises any extension option, all terms, conditions, and provisions of the Contract shall remain in effect for that extension period, subject only to any economic price adjustment otherwise allowed under the Contract.

10.3. If the Respondent fails to perform its duties in a reasonable and competent manner, the City shall give written notice to the Respondent of the deficiencies and the successful Respondent shall have thirty (30) days to correct such deficiencies. If the Respondent fails to correct the deficiencies within the thirty (30) days, the City may terminate the agreement by giving the Respondent written notice of termination and the reason for the termination.

10.4. If the agreement is terminated, for any reason, respondent shall turn over all material, records and deliverables created to date within fifteen (15) working days after completion of duties through the termination date.

11. PROMPT PAYMENT POLICY: Payments will be made in accordance with the Texas Prompt Payment Law, Texas Government Code, Subtitle F, Chapter 2251. The City will pay Vendor within thirty days after the acceptance of the deliverables, or the day on which the performance of https://www.leandertx.gov/265/Bid-Notification https://www.leandertx.gov/DocumentCenter/View/4607/City-of-Leander-List-of-Government-Officers http://www.statutes.legis.state.tx.us/Docs/LG/htm/LG.176.htm http://www.statutes.legis.state.tx.us/Docs/LG/htm/LG.176.htm services was completed or the day on which the City receives a correct invoice for the deliverables, whichever is later. The Vendor may charge a late fee (fee shall not be greater than that which is permitted by Texas law) for payments not made in accordance with this prompt payment policy;

however, this policy does not apply to payments made by the City in the event:

11.1. There is a bona fide dispute between the City and Vendor concerning the deliverables or the services performed that causes the payment to be late; or

11.2. There is a bona fide dispute between the Vendor and a subcontractor concerning the deliverables or the services performed which caused the payment to be late; or

11.3. The invoice is not mailed to the City in strict accordance with instructions, if any, on the purchase order or agreement or other such contractual agreement.

12. NON-APPROPRIATION: The resulting Agreement is a commitment of the City’s current revenues only. It is understood and agreed the City shall have the right to terminate the Agreement at the end of any City fiscal year if the governing body of the City does not appropriate sufficient funds, as determined by the City’s budget for the fiscal year in question. The City may affect such termination by giving Vendor a written notice of termination at the end of its then current fiscal year.

PART II

SCHEDULE

1. SOLICITATION SCHEDULE: It is the City’s intention to comply with the following solicitation timeline:

Event Event Date*

RFP Released May 7, 2026

Pre-solicitation meeting (on-site)

May 19, 2026 at 10:00AM

Deadline for Vendor Questions Submitted to the City of Leander May 21, 2026 at 5:00PM

Questions and Answers to be posted on Bonfire May 22, 2026 by 5:00PM

RFP Deadline (Via TEAMS link on Bonfire) June 2, 2026 by 2:00PM

Interviews (if needed)

Week of June 22nd - 26th

Anticipated Award

June 30, 2026

Services to begin upon execution of contract

*The City of Leander reserves the right to change the dates in the Schedule of Events above upon written notification to prospective Vendors through a posting on the City of Leander website. It is the responsibility of interested Vendors to check the City of Leander website for all updates and changes.

All questions regarding the solicitation shall be submitted via website using the City of Leander e-Procurement Portal. The link is found at: https://leandertx.bonfirehub.com/ by 5:00 PM on the due date noted above. A copy of all the questions submitted and the City’s response to the questions shall be posted through the e-procurement system.

2. SOLICITATION UPDATES: Shall be submitted via website using the City of Leander e-Procurement Portal. The link is found at: https://leandertx.bonfirehub.com/ by 5:00 PM on the due date noted above. Various updates may include addendums, cancelations, notifications, and any other pertinent information necessary for the submission of a correct and accurate response. The City will not be held responsible for any further communication beyond updating the website.

3. MANDATORY PRE-SOLICTATION MEETING: A MANDATORY Pre-solicitation Meeting will occur at the existing Historic Mason Homestead located at 1101 South Bagdad Road, Leander, TX 78641 on

Tuesday May 19, 2026 at 10:00AM. Any interested bidders are required to attend to be eligible to submit a proposal.

4. RESPONSE SUBMISSION: The City of Leander has a new e-Procurement Portal that will accept submission of the electronic response to this solicitation.

4.1. Submission Instructions:

4.1.1. Respondent shall upload response content using the City of Leander e-Procurement

Portal. The link is found at: https://leandertx.bonfirehub.com/

4.1.2. VENDOR REGISTRATION REQUIRED: Prior to submitting your response, Respondents are required to register in the e-Procurement Portal. Registration is free and easy. Using this link (https://leandertx.bonfirehub.com/login) under the New

Vendor Registration section, click on the “Create your free Bonfire account.”

Registration will allow you to submit your response to this solicitation.

4.1.3. When registering, have your Texas Vendor ID number, DUNS, and W-9 form ready.

4.1.4. If Texas ID number is unknown, enter the Federal Employer Identification Number.

4.1.5. Respondents will have the ability to modify their submissions up to the Response

Due Date in the e-Procurement Portal.

4.1.6. Responses received after this time and date shall not be considered.

4.1.7. No response can be withdrawn after opening without written approval from the City for an acceptable reason.

4.1.8. Telephone or faxed Responses will not be considered.

4.1.9. The City will not be bound by any oral statement or offer made contrary to the written specifications.

4.1.10. Interested Respondents are encouraged to register in advance and submit their intent to bid notification, if requested on the e-Procurement Portal.

4.2. Submission Support:

4.2.1. The City of Leander e-Procurement Portal is compatible with the following browsers:

Internet Explorer 11, Microsoft Edge, Google Chrome, or Mozilla Firefox. Browser cookies and JavaScript must be enabled on the browser. Submission by other methods will not be accepted unless non-electronic samples are required for this solicitation.

4.2.2. Respondents should contact Bonfire at support@gobonfire.com for technical questions related to submissions or visit Bonfire’s help forum at https://vendorsupport.gobonfire.com/hc/en-us.

4.2.3. Support through Bonfire or the City of Leander is not guaranteed one hour prior the submission due date. Interested Respondents are encouraged to begin the submission process one week prior to the bid due date. This allows time to troubleshoot any submission issues.

5. AGREEMENT NEGOTIATIONS: In establishing an agreement as a result of the solicitation process, the City may:

5.1. Review all submittals and determine which Respondents are reasonable qualified for award of the agreement.

5.2. Determine the Respondent whose submittal is most advantageous to the City considering the evaluation criteria.

5.3. Attempt to negotiate with the most responsive Respondent an agreement at fair and reasonable terms, conditions and cost.

5.4. If negotiations are successful, enter into an agreement or issue a purchase order.

5.5. If not successful, formally end negotiations with that Respondent. The City may then:

5.5.1. Select the next most highly qualified Respondent and attempt to negotiate an agreement at fair and reasonable terms, conditions and cost with that Respondent.

https://leandertx.bonfirehub.com/ https://leandertx.bonfirehub.com/login mailto:support@gobonfire.com https://vendorsupport.gobonfire.com/hc/en-us

5.5.2. The City shall continue this process until an agreement is entered into or until all negotiations are terminated.

5.6. The City also reserves the right to reject any or all submittals, or to accept any submittal deemed most advantageous, or to waive any irregularities or informalities in the submittal received.

6. POST AWARD MEETING: The City and Respondent shall have a post award meeting to discuss, but not be limited to the following:

6.1. Identify specific milestones, goals and strategies to meet objectives.

6.2. Provide City contact(s) information for implementation of agreement.

7. COSTS INCURRED: Respondent shall acknowledge that the issuance of a solicitation shall in no way obligate the City to award a contract or to pay any costs associated with the preparation of a response to said solicitation. The costs in developing and submitting proposals, preparing for and participating in oral presentations or any other similar expenses incurred by a Respondent are the sole responsibility of the Respondent and shall not be reimbursed by the City.

PART III

SPECIFICATIONS

Project Narrative

This project consists of selective renovation work to the existing Mason Homestead located at 1101 South Bagdad Road, Leander, TX 78641. The City intends to award one (1) contract. The successful Respondent must meet all requirements of this RFP, maintain proper licensing, and comply with all federal, state, and local laws and historical restoration laws relative to the service specified in this RFP. . The work includes site demolition and concrete paving replacement, exterior stone cleaning and limestone splash block installation, reconstruction of porch framing, decking, columns, and railing, replacement of seven wood windows and the front entrance door, new chimney caps, gutters, and damp proofing, replacement of select interior flooring, exterior painting, interior painting, and trim painting. Mechanical work includes replacement of one Heating, Ventilation and Air Conditioning (HVAC) unit and associated louvers and dampers, and plumbing work includes replacement of the residential water heater, capping of existing gas lines, and refurbishment of the existing clawfoot bathtub. Electrical work supports the new equipment installations and includes replacement of four exterior light fixtures and reconnection of the existing lightning protection.

The Contractor shall furnish all labor, materials, equipment, supervision, and incidentals required to complete the work in accordance with the referenced 95% Construction Documents (Attachment A), applicable codes, and manufacturer requirements. Field verification of existing conditions and dimensions is required prior to ordering materials or beginning work. The Contractor shall protect existing structures, finishes, landscaping, and adjacent improvements that are to remain, and shall legally dispose of all demolition and construction debris off-site. City designee shall work with awarded contractor to identify an exterior staging area for use by the contractor. This temporary storage shall be maintained in a neat orderly manner and restored to original condition upon completion.

01 – Existing Conditions Remove and legally dispose of approximately 2,765 SF of existing concrete paving (under 6 inches thick).

02 – Concrete Clean and smooth approximately 3,000 SF of existing concrete.

Furnish and install approximately 2,764 SF of new 4-inch concrete slab on grade with welded wire mesh reinforcement, vapor barrier, formwork, and fine grading.

03 – Masonry Power wash approximately 350 SF of existing exterior stone.

Alternate: hand-clean all exterior limestone and mortar joints with a brush in lieu of power washing.

Furnish and install two (2) new limestone splash blocks.

04 – Wood, Plastics, and Composites Remove approximately 12 SF of existing wood siding.

Demolish approximately 120 LF of existing turned 4x4 wood columns.

Demolish approximately 160 SF of existing wood decking.

Remove and replace two (2) wood trellises in kind.

Frame approximately 160 SF of new 2x6 floor framing at 16 inches on center.

Furnish and install approximately 160 SF of new 1x6 tongue-and-groove Trex (or approved equal) wood decking.

Furnish and install approximately 120 LF of new 4x4 wood columns with chamfered edges.

Furnish and install approximately 52 each of new 1-1/2 inch by 1-1/2 inch wood railing components.

05 – Thermal and Moisture Protection Remove two (2) existing chimney caps.

Apply approximately 50 SF of silicone damp proofing.

Furnish and install approximately 125 LF of new gutter, including hangers, end caps, and outlets.

Furnish and install two (2) new chimney caps with associated flashing.

06 – Openings Remove seven (7) existing windows and frames.

Remove one (1) existing single door and frame.

Remove and reinstall two (2) existing screen doors.

Furnish and install one (1) new front entrance door — solid-core hardboard, raised panel, with light — including frame and hardware.

Furnish and install seven (7) new painted-wood, double-hung wood windows with associated flashing, sealants, and trim.

Check and tighten hinge screws on eleven (11) door sets.

Furnish and install four (4) new door sweeps.

07 – Finishes Remove approximately 20 SF of existing ceramic tile flooring.

Remove approximately 302 SF of existing linoleum sheet flooring.

Furnish and install approximately 20 SF of new 6-inch by 6-inch quarry tile flooring with setting bed, grout, and transitions.

Furnish and install approximately 302 SF of new linoleum sheet flooring with adhesive, seam treatment, and transitions.

Paint fifteen (15) windows.

Paint two (2) screen doors (two applications as called out).

Paint two (2) trellises.

Paint approximately 1,250 SF of exterior surfaces, two coats of latex applied by spray, including surface preparation and priming.

08 – Specialties Furnish and install three (3) new fire extinguishers with mounting brackets or cabinets.

09 – Furnishings Furnish and install seven (7) new window shades with mounting hardware.

10 – Plumbing Plug and cap two (2) existing gas lines.

Remove one (1) existing 40-gallon residential electric water heater.

Furnish and install one (1) new 40-gallon residential electric water heater with all required connections and code-required safety devices.

Repair and re-level one (1) existing clawfoot bathtub.

11 – BONDS

Project will require Payment and Performance Bonds

PART IV

RESPONSE REQUIREMENTS

1. SOLICITATION SUBMISSION REQUIREMENTS: To achieve a uniform review process and obtain the maximum degree of comparability, the responses shall be organized in the manner specified below.

The Respondent shall be submitted via website using the City of Leander e-Procurement Portal.

The link is found at: https://leandertx.bonfirehub.com/.

If supplemental materials are included with the Response the supplemental materials shall be submitted via the City’s Bonfire e-Procurement Portal. The Response and accompanying documentation are the property of the City and will not be returned.

1.1. Title Page (1 page) – Show the solicitation title and number, the name of your firm, address, telephone number(s) name of contact person and date.

1.2. Table of Contents (1 page) – Clearly identify the materials by Tab and Page Number.

1.3. Relevant Experience – Usa Attachment A to list three (3) to five (5) references for similar projects.

1.4. Project Timeline – Provide a timeline detailing your Firm’s understanding of and approach to the Project. Outline, in detail, the tasks your Firm will perform to produce information and services requested in the Scope of Work provided in this RFP.

1.5. Qualifications of Key Personnel – Provide a brief history of the organization and explanations of unique qualifications for consideration. Information shall provide length of years in business. Document how key personnel possess necessary experience and knowledge of graphic design, marketing, communications, public relations, branding, or similar area.

Document how key personnel possess necessary qualifications or means of inclusive engagement with people from a variety of backgrounds, languages, and physical abilities.

Document how key personnel have demonstrated proven history of experience in the development of strategic community branding initiatives and engagement with both internal and external stakeholders. Provide the names with resumes and/or relevant experience of any personnel who will be assigned to any part of the Project, including the project manager.

Include a description of the project manager’s experience with similar projects.

1.6. Any other relevant information for the City to consider when evaluating your proposal.

PART V

1. CONFIDENTIALITY OF CONTENT: All documents submitted in response to a solicitation shall be subject to the Texas Public Information Act. Following an award, responses are subject to release as public information unless the response or specific parts of the response can be shown to be exempt from the Texas Public Information Act. Pricing is not considered to be confidential under any circumstances.

1.1 Information in a submittal that is legally protected as a trade secret or otherwise confidential must be clearly indicated with stamped, bold red letters stating "CONFIDENTIAL" on that section of the document. The City will not be responsible for any public disclosure of confidential information if it is not clearly marked as such. The Texas Attorney General may issue an opinion requiring the release of information marked “CONFIDENTIAL” .

1.2 If a request is made under the Texas Public Information Act to inspect information designated as confidential, the Respondent shall, upon request from the City, furnish sufficient written reasons and information as to why the information should be protected from disclosure. The matter will then be presented to the Attorney General of Texas for final determination.

2. ETHICS ORDINANCE AND DISCLOSURE STATEMENTS: The City’s Ethics Ordinance requires persons seeking to enter discretionary contracts with the City or appearing before the City Council or another City board or body to disclose certain conflicts of interest. The relevant sections of the Ethics Ordinance are set forth below. The Ethics Ordinance can be found in Article 9.05, Chapter 9 of the City’s Code of Ordinances at the following link:

https://library.municode.com/tx/leander/codes/code_of_ordinances?nodeId=CH9PE_ART9.05COET

Sec. 9.05.007 Persons doing business with the city

(a) Persons seeking discretionary contracts.

(1) For the purpose of assisting the city in the enforcement of provisions contained in this article, an individual or business entity seeking a discretionary contract from the city is required to disclose in connection with a proposal for a discretionary contract any conflict of interest. This is set forth in sections 9.05.004 and 9.05.005 of this article. Further, the individual or business entity agree to abide by the same ethical standards as set forth for public servants in this article.

(2) Subsection (a) of this section will become a permanent footnote on documents contained in city bid packets for discretionary contracts.

(b) Disclosure of conflicts of interest by persons appearing before a board or city body. A person appearing before any city board or other city body for the purpose of doing business with the city shall disclose to that board or body any facts known to such person which may show or establish that:

(1) An employee or officer of the city that advises or makes presentations to the board or city body; or

(2) Any member of the board or city body; has or may have a conflict of interest pursuant to chapter 171, Tex. Loc. Gov’t. Code, or an interest which would violate the ethical standards set forth in this article, if he or she were to participate in the processing or consideration of the subject matter.

Sec. 9.05.009(f) Disclosure by persons appearing before a city body. Any person who appears before any city body who has had business dealings within the preceding 12-month period involving one or more transactions of five hundred dollars ($500.00) or more each quarter, or for a total of twenty-five hundred dollars ($2,500.00) or more, within the preceding 12-month period with a councilmember, commissioner, or business entity in which a councilmember or commissioner has a substantial interest, shall disclose such business dealings at the time of the appearance. Any person https://library.municode.com/tx/leander/codes/code_of_ordinances?nodeId=CH9PE_ART9.05COET http://z2codes.franklinlegal.net/franklin/DocViewer.jsp?docid=84&z2collection=leander#JD_9.05.005 who shall intentionally or knowingly fail to make the aforesaid disclosure shall be guilty of a misdemeanor and shall be fined in accordance with this article.

Attachment A: Reference Sheet

ATTACHMENT A

REFERENCE SHEET

PLEASE COMPLETE AND RETURN THIS FORM WITH THE SOLICITATION RESPONSE

SOLICITATION NUMBER:

RESPONDENT’S NAME: DATE:

Provide the name, address, telephone number and E-MAIL of at least three (3) valid Municipal, Government agencies or firms of comparable size that have utilized services that are similar in type and capacity within the last three (3) years. City of Leander references are not applicable. References may be checked prior to award. If references cannot be confirmed or if any negative responses are received it may result in the disqualification of submittal.

1. Company’s Name

Name of Contact

Title of Contact

E-Mail Address

Present Address

City, State, Zip Code

Telephone Number Fax Number:

2. Company’s Name

Name of Contact

Title of Contact

E-Mail Address

Present Address

City, State, Zip Code

Telephone Number Fax Number:

3. Company’s Name

Name of Contact

Title of Contact

E-Mail Address

Present Address

City, State, Zip Code

Telephone Number Fax Number:

FAILURE TO PROVIDE THE REQUIRED INFORMATION WITH THE SOLICITATION RESPONSE MAY

AUTOMATICALLY DISQUALIFY THE RESPONSE FROM CONSIDERATION FOR AWARD.

Attachment B: CIQ Form

CONFLICT OF INTEREST QUESTIONNAIRE

For vendor doing business with local governmental entity

FORM CIQ

OFFICE USE ONLY

Date Received

This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session.

This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a).

By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code.

A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section is a misdemeanor.

1 Name of vendor who has a business relationship with local governmental entity.

Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.)

3 Name of local government officer about whom the information is being disclosed.

Name of Officer

4 Describe each employment or other business relationship with the local government officer, or a family member of the officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer.

Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form CIQ as necessary.

A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than investment income, from the vendor?

Yes No

B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity?

Yes No

5 Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an

Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1).

Signature of vendor doing business with the governmental entity Date ownership interest of one percent or more.

Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021

Revised 1/1/2021Form provided by Texas Ethics Commission www.ethics.state.tx.us

CONFLICT OF INTEREST QUESTIONNAIRE

For vendor doing business with local governmental entity

A complete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/ Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form.

Local Government Code § 176.001(1-a): "Business relationship" means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on:

(A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal, state, or local governmental entity;

(B) a transaction conducted at a price and subject to terms available to the public; or

(C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by, and reporting to, that agency.

Local Government Code § 176.003(a)(2)(A) and (B):

(a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if:

(2) the vendor:

(A) has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income, other than investment income, that exceeds $2,500 during the 12-month period preceding the date that the officer becomes aware that

(i) a contract between the local governmental entity and vendor has been executed;

or

(ii) the local governmental entity is considering entering into a contract with the vendor;

(B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than $100 in the 12-month period preceding the date the officer becomes aware that:

(i) a contract between the local governmental entity and vendor has been executed; or

(ii) the local governmental entity is considering entering into a contract with the vendor.

Local Government Code § 176.006(a) and (a-1)

(a) A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and:

(1) has an employment or other business relationship with a local government officer of that local governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A);

(2) has given a local government officer of that local governmental entity, or a family member of the officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any gift described by Section 176.003(a-1); or

(3) has a family relationship with a local government officer of that local governmental entity.

(a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day after the later of:

(1) the date that the vendor:

(A) begins discussions or negotiations to enter into a contract with the local governmental entity; or

(B) submits to the local governmental entity an application, response to a request for proposals or bids, correspondence, or another writing related to a potential contract with the local governmental entity; or

(2) the date the vendor becomes aware:

(A) of an employment or other business relationship with a local government officer, or a family member of the officer, described by Subsection (a);

(B) that the vendor has given one or more gifts described by Subsection (a); or

(C) of a family relationship with a local government officer.

Attachment C: Bid Sheet

Company Name:

Contact Name:

Task SCOPE ITEM UNIT QTY

LUMP SUM / UNIT

PRICE

Remove and legally dispose of approximately 2,765 SF of existing concrete paving (under 6 inches thick).

SF 2,765

Clean and smooth approximately 3,000 SF of existing concrete. SF 3,000

Furnish and install approximately 2,764 SF of new 4-inch concrete slab on grade with welded wire mesh reinforcement, vapor barrier, formwork, and fine grading.

SF 2,764

Powerwash approximately 350 SF of existing exterior stone. SF 350

ALTERNATE: Hand-clean all exterior limestone and mortar joints with a brush in lieu of powerwashing.

ALT —

Furnish and install two (2) new limestone splash blocks. EA 2

Remove approximately 12 SF of existing wood siding. SF 12

Demolish approximately 120 LF of existing turned 4x4 wood columns. LF 120

Demolish approximately 160 SF of existing wood decking. SF 160

Remove and replace two (2) wood trellises in kind. EA 2

Frame approximately 160 SF of new 2x6 floor framing at 16 inches on center. SF 160

Furnish and install approximately 160 SF of new 1x6 tongue-and-groove Trex (or approved equal) wood decking.

SF 160

Furnish and install approximately 120 LF of new 4x4 wood columns with chamfered edges. LF 120

Furnish and install approximately 52 each of new 1-1/2 inch by 1-1/2 inch wood railing components.

EA 52

Remove two (2) existing chimney caps. EA 2

Apply approximately 50 SF of silicone dampproofing. SF 50

Furnish and install approximately 125 LF of new gutter, including hangers, end caps, and outlets.

LF 125

Furnish and install two (2) new chimney caps with associated flashing. EA 2

Remove seven (7) existing windows and frames. EA 7

Remove one (1) existing single door and frame. EA 1

Remove and reinstall two (2) existing screen doors. EA 2

Furnish and install one (1) new front entrance door — solid-core hardboard, raised panel, with light — including frame and hardware.

EA 1

Furnish and install seven (7) new painted-wood, double-hung wood windows with associated flashing, sealants, and trim.

EA 7

Check and tighten hinge screws on eleven (11) door sets. EA 11

Furnish and install four (4) new door sweeps. EA 4

Remove approximately 20 SF of existing ceramic tile flooring. SF 20

Remove approximately 302 SF of existing linoleum sheet flooring. SF 302

Furnish and install approximately 20 SF of new 6-inch by 6-inch quarry tile flooring with setting bed, grout, and transitions.

SF 20

Furnish and install approximately 302 SF of new linoleum sheet flooring with adhesive, seam treatment, and transitions.

SF 302

Paint fifteen (15) windows. EA 15

Paint two (2) screen doors (two applications as called out). EA 2

THERMAL AND MOISTURE PROTECTION

Task 05 Subtotal

MASONRY

Task 04 Subtotal

Task 02 Subtotal

Task 01 Subtotal

BID FORM

Mason Homestead Renovation

Phone:

BIDDER INFORMATION

FINISHES

OPENINGS

EXISTING CONDITIONS

Task 06 Subtotal

CONCRETE

WOOD, PLASTICS, AND COMPOSITES

Task 03 Subtotal

Paint two (2) trellises. EA 2

Paint approximately 1,250 SF of exterior surfaces, two coats of latex applied by spray, including surface preparation and priming.

SF 1,250

Furnish and install three (3) new fire extinguishers with mounting brackets or cabinets. EA 3

Furnish and install seven (7) new window shades with mounting hardware. EA 7

Plug and cap two (2) existing gas lines. EA 2

Remove one (1) existing 40-gallon residential electric water heater. EA 1

Furnish and install one (1) new 40-gallon residential electric water heater with all required connections and code-required safety devices.

EA 1

Repair and re-level one (1) existing clawfoot bathtub. EA 1

Payment and Performance Bonds EA 1

Printed Name: __________________________________________________________ Title: _____________________________________

Task 08 Subtotal

The undersigned has carefully examined the project documents and conditions and hereby proposes to furnish all labor, materials, equipment, and services necessary to complete the work described above for the amounts indicated.

Task 07 Subtotal

PLUMBING

Task 11 Subtotal

Authorized Signature: ____________________________________________________ Date: _____________________________________

Task 09 Subtotal

SPECIALTIES

Task 10 Subtotal

FURNISHINGS

SIGNATURE AND CERTIFICATION

BASE BID TOTAL

BONDS

Attachment D: Business Questionnaire

Attachment D Business Questionnaire

1. How many years has your firm been in business as a business?

2. How many years has your firm been in business under its present business name?

3. If a corporation, provide the following:

a) Date of Incorporation:

b) State of Incorporation:

c) President’s Name:

d) Vice President’s Name:

e) Secretary’s Name:

f) Treasurer’s Name:

g) Corporation Address:

4. If an individual or a partnership, provide the following:

a) Date of Organization:

b) Name and Address:

c) Names of Partners:

5. If other than a corporation or partnership, describe organization and name principals:

6. Is your business qualified to do business in the State of Texas? _____________________________________________

7. Has this firm ever failed to complete any contract awarded to it? If so, when, where and why (attach explanation if necessary)?

8. Is your business’ principal location located in the City of Leander?

9. Is your business classified as a Historically Underutilized HUB by the Texas State Comptroller?

10. Has your business been designated a small disadvantaged business status by any federal program?