13-01 RFP FS-03-26- Equipment Financing.pdf

SUBMITTAL DEADLINE: AVAILABLE ON CITY OF SAN ANGELO - BONFIRE

CITY OF SAN ANGELO • PURCHASING DIVISION • 72 WEST COLLEGE AVENUE • SAN ANGELO, TEXAS 76903

City of San Angelo

REQUEST FOR PROPOSALS

RFP FS-03-26 • Fleet Services Department Equipment Leasing https://cosatx.bonfirehub.com/

CITY OF SAN ANGELO, TEXAS

PURCHASING DIVISION

72 West College Avenue, San Angelo, Texas 76903

325.657.4219 • sapurch@sanangelo.gov

RFP FS-03-26 Equipment Financing • 2

TABLE OF CONTENTS

1. INVITATION

1.1 General

1.2 Confidentiality

1.3 Document Availability

1.4 Insurance and Indemnification Requirements

1.5 Interpretations

1.6 Required Response

1.7 Deadline and Delivery Location

1.8 Addenda

1.9 Award of Contract

1.10 Acceptance of Proposal Content

1.11 Equal Employment Opportunity

1.12 Proposal Term

2. INSTRUCTIONS TO RESPONDENTS

2.1 Corrections, Additions, or Deletions

2.2 Examinations of RFP Documents

2.3 Taxes

2.4 Authorized Signature

2.5 Modification or Withdrawal of Proposals

2.6 Restrictions on Communication

2.7 Disqualification

2.8 Reservations

2.9 Acceptance

2.10 Order Placement

2.11 Invoices and Payment

2.12 Gratuities

2.13 Termination

2.14 Force Majeure

2.15 Assignment – Delegation

2.16 Waiver

2.17 Modifications

2.18 Interpretation – Parol Evidence

2.19 Applicable Law

2.20 Advertising

2.21 Right to Assurance

2.22 Equal Employment Opportunity

2.23 Conflict of Interest

2.24 Certificate of Interested Parties (Form 1295)

2.25 Taxes and Permits

2.26 Examination of Contract Documents

2.27 Legal Venue

2.28 Funds - Price

3. Scope of Services Requested

3.1 Specifications

4. RFP SUBMISSION FORMAT

4.1 Cover Page

4.2 Table of Contents

4.3 Scope Section

4.4 Staff Qualifications and Experience

4.5 Responses to Services Required

4.6 Firm Experience and References

4.7 Fee schedule

4.8 Additional Data

RFP FS-03-26 Equipment Financing • 3

4.9 Required Forms (Please submit all required forms.)

5. Selection Process

6. REQUIRED SUBMISSION FORMS

RFP FS-03-26 Equipment Financing • 4

1. INVITATION

1.1 General

The City of San Angelo Fleet Services Division is accepting proposals for equipment financing.

Approximate purchase amount will be $4-5 million and include construction and street repair equipment purchased through a separate RFB and/or purchasing cooperatives.

1.2 Confidentiality

All submissions shall remain confidential. Afterwards, submissions will be made available for public inspection. The City shall not be responsible for the confidentiality of any trade secrets or other information contained or disclosed in the proposal unless clearly identified as such.

1.3 Document Availability

Solicitation Documents can be downloaded from the City’s website at https://cosatx.bonfirehub.com/. To locate the documents on the Bonfire Portal, go to:

Bid Information > RFP: FS-03-26/Equipment Financing

1.4 Insurance and Indemnification Requirements

Insurance and indemnification requirements applicable to this project are detailed within the Special Insurance Rider and/or the draft project agreement included with this solicitation package. Please review the insurance and indemnification requirements with your insurance agent prior to submission.

1.5 Interpretations

All questions about the meaning or intent of the contract documents, including specifications shall be submitted to the Purchasing Division via Bonfire. Questions received after the deadline established for submitting questions/interpretations will not be answered.

Replies will be issued as an addendum and posted on the City’s eProcurment portal, Bonfire. Only questions answered by formal addenda will be binding. Oral interpretations or clarifications will be without legal effect.

1.6 Required Response

The City requires a response to Request for Proposal (RFP) notifications sent to potential vendors.

Should a company choose not to participate, then to remain on the City of San Angelo’s potential vendors list, a “No Bid Reply” form must be submitted.

1.7 Deadline and Delivery Location

Sealed submittals must be received no later than the posted submission deadline listed in City’s e- Procurement Portal (Bonfire). The time recorded in Bonfire will serve as the official record of time. Bids received after the bidding deadline, regardless of the mode of delivery, will not be considered.

It is the sole responsibility of the vendor to ensure that the sealed submittal arrives via Bonfire by the specified deadline.

Faxed, e-mailed, or physically submitted proposals will not be accepted.

1.8 Addenda

Should specifications be revised prior to the deadline for submittals, the City’s Purchasing Division will issue addenda addressing the nature of the change and post them on the City’s eProcurement portal, Bonfire. Respondents should acknowledge any addenda and return the “Addenda Acknowledgement” form with their proposal package. Respondent is responsible for checking the City’s website to determine if any addenda have been issued prior to submitting a proposal. Failure to consider all addenda will be at the respondent’s risk.

https://cosatx.bonfirehub.com/ https://cosatx.bonfirehub.com/opportunities/ https://cosatx.bonfirehub.com/projects

RFP FS-03-26 Equipment Financing • 5

1.9 Award of Contract

The City reserves the right to accept or reject any or all proposals, and to waive any informalities or irregularities in the RFP process. The City is an equal opportunity employer.

The City will select the most highly qualified Respondent(s) of the services requested based on all evaluation factors and then attempt to negotiate a contract.

1.10 Acceptance of Proposal Content

Before submitting a proposal, each Respondent shall make all investigations and examinations necessary to ascertain all conditions and requirements affecting the performance of the contract and to verify any representations made by the City upon which the proposal will rely. If the Respondent receives an offer because of its proposal, failure to have made such investigation and examinations will in no way relieve the Respondent from its obligation to comply in every detail with all provisions and requirements.

1.11 Equal Employment Opportunity

Respondents are required to ensure that employees and applicants for employment are not discriminated against because of their race, color religion, sex, national origin, age, or disability.

1.12 Proposal Term

The term of this Agreement shall be for a period of THREE (3) YEARS, The City shall have two (2) one

(1) year options to extend the term hereof, subject to the availability and appropriation of funds. The term of this Agreement will renew automatically unless either party provides notice in writing at least ninety (90) days prior to the expiration of each term.

Points of Contact

Jeffrey Tomlinson, Manager Purchasing Division City of San Angelo 72 W. College Ave.

San Angelo, Texas 76903 sapurch@sanangelo.gov

(325) 657-4219

Ryan Kramer, Senior Fleet Manager Fleet Services City of San Angelo 1727 Saint Ann St.

San Angelo, Texas 76905

RFP FS-03-26 Equipment Financing • 6

2. INSTRUCTIONS TO RESPONDENTS

2.1 Corrections, Additions, or Deletions

Corrections, additions, or deletions to any portion of the invitation (RFP) will be in the form of written addenda.

2.2 Examinations of RFP Documents

Respondents are expected to examine all specifications, standard provisions, and instructions. Failure to do so will be at the respondent’s risk.

2.3 Taxes

All quotations are to be submitted less Federal Excise and State of Texas Sales Taxes. Tax exemption certificates will be provided upon request.

2.4 Authorized Signature

Proposals must show vendor name, address, and can be signed digitally. The person signing the proposal must have authority to bind their firm in a contract. Any erasures or other changes must be initialed by the person signing the proposal.

2.5 Modification or Withdrawal of Proposals

Proposals CANNOT be altered or amended after the closing time. Proposals may be modified or withdrawn prior to the closing hour and date using the Bonfire system. No proposal may be withdrawn after the closing time and date without acceptable reason in writing and with approval of the Purchasing Division.

2.6 Restrictions on Communication

Respondents shall not communicate with: 1) elected City officials, City staff, or contracted agents of the City regarding the RFP from the time the RFP has been released until the contract is posted as a City Council agenda item; and 2) City officials/employees/agents from the time the RFP has been released until the contract is awarded. These restrictions extend to “thank you” letters, phone calls, emails and any contact that results in the direct or indirect discussion of the RFP and/or proposal submitted by respondent. Violation of this provision by respondent and/or its agent may lead to disqualification of respondent’s proposal from consideration and from opportunities to bid on future projects.

Exceptions to the Restrictions on Communication with City employees include:

A. Private (non-business) contacts with the City by the respondent’s employees acting in their personal capacity.

B. Casual social contacts that do not include mention of the RFP.

C. Respondents may submit written questions concerning this RFP via Bonfire eProcurement system up to a week prior to submission due date. Questions received after the stated deadline will not be answered. Submission of questions to any other party prior to award may result in the disqualification of a respondent from bidding on this project as well as future projects for the City.

It is required that all questions be sent via Bonfire. Questions submitted and the City’s responses will be published in the form of addenda to the City's eProcurement system, Bonfire. Respondent is responsible for calling the City or reviewing the website to determine if any addenda have been issued prior to their submittal. Only questions answered by formal addenda will be binding.

D. Respondents may provide responses to questions asked of them after responses are received and opened. During interviews, if any, verbal questions, and explanations will be permitted. If interviews are conducted, respondents shall not bring lobbyists. All cost associated with interviews will be at the respondents’ expense. The City reserves the right to exclude any persons from interviews as it deems in its best interests.

file://vmx/deptfolder/purchasing/25-RFx/Finance/FIN-01-25/Docs/Drafts/eProcurement mailto:via file://vmx/deptfolder/purchasing/25-RFx/Finance/FIN-01-25/Docs/Drafts/eProcurement

RFP FS-03-26 Equipment Financing • 7

E. Upon completion of the evaluation process, respondents shall receive a notification letter indicating the recommended firm and anticipated City Council agenda date. Respondents desiring a review of the solicitation process must submit a written request no later than five (5) calendar days from the date the letter was sent. Failure to submit a letter in writing to the Purchasing office prior to the end of the fifth day shall be at the risk of the respondent. The letter will indicate the name and address for submission of requests for review.

City reserves the right to contact any respondent to negotiate if such is deemed desirable by City. Such negotiations initiated by City staff persons shall not be considered a violation by respondent of this section.

2.7 Disqualification

The respondent may be disqualified for any of the following reasons:

A. The respondent is involved in any litigation against the City of San Angelo.

B. The respondent is in arrears on any existing contract or has defaulted on a previous contract with the City.

C. The response is deemed non-conformant/non-responsive to the criteria/instructions highlighted herein.

D. The respondent is debarred, suspended, terminated, or otherwise excluded from or ineligible covered transactions by any federal, state, or local government entity or agency.

E. The proposal is not received by the proposal submittal deadline; or, F. The proposal is not executed by a person authorized to enter into a contract binding on the respondent.

2.8 Reservations

The City expressly reserves the right to accept, reject, or cancel all proposals AND:

A. Waive any defect, irregularity, or informality in any proposal or bidding procedure.

B. Extend the proposal closing time and date.

C. Reissue a bid invitation or RFP.

D. Procure any item by other means; or, E. Increase or decrease the quantity specified unless the vendor specifies otherwise.

2.9 Acceptance

Acceptance of respondent’s qualifications will be in the form of a letter of engagement and contract.

Notice for annual contract agreements will be a notice of award, purchase order, or contract.

2.10 Order Placement

City’s obligation is payable only and solely from funds available for the purpose of this purchase. Lack of funds shall render this contract null and void to the extent funds are not available and any delivered but unpaid for goods will be returned to vendor by City. Accepting orders without the express authorization of a Procurement Official shall be at the risk of the vendor.

2.11 Invoices and Payment

Contractor will submit an account analysis monthly for all services rendered pursuant to this Request for Proposals. The account analysis will be addressed to the designated City Point of Contact.

Payment may be withheld by City, at the discretion of the City, to vendor until all required documents pertaining to the incurred charges are provided to the authorized City representative.

RFP FS-03-26 Equipment Financing • 8

2.12 Gratuities

The City may, by written notice to the vendor, cancel this contract without liability to vendor if it is determined by the City that gratuities were offered from an agent or representative of the vendor to any officer or employee of the City with a view toward securing a contract or securing favorable treatment with respect to the awarding or amending, or the making of any determinations in respect to the performing of such contract. In the event this contract is canceled by City, remedies to recover or withhold the amount of the cost shall be incurred by vendor in providing such gratuities.

2.13 Termination

Performance under this contract may be terminated in whole, or in part by the City in accordance with this provision. Termination performance hereunder shall be affected by the delivery to vendor of a “Notice of Termination” specifying the extent to which performance under this contract is terminated and the date upon which such termination becomes effective.

2.14 Force Majeure

Neither party shall be held responsible for losses resulting if the fulfillment of any terms or provisions of this contract is delayed or prevented by any cause not within the control of the party whose performance is interfered with, which by the exercise of reasonable diligence said party is unable to prevent.

2.15 Assignment – Delegation

No right or interest in the contract shall be assigned nor shall any delegation of any obligation made by vendor be valid without the written permission of the City. Any attempted assignment or delegation by vendor shall be wholly void and totally ineffective for all purposes unless made in conformity with this paragraph.

2.16 Waiver

No claim or right arising out of a breach of this contract can be discharged in whole or in part by a waiver or renunciation of the claim or right unless the waiver or renunciation is supported by consideration and is in writing signed by the aggrieved party.

2.17 Modifications

This contract can be modified or rescinded only in writing signed by both of the parties or their duly authorized agents.

2.18 Interpretation – Parol Evidence

This writing is intended by the parties as a final expression of their agreement and is intended as a complete agreement for dealings between the parties and no usage of the trade shall be relevant to supplement or explain any term used in this agreement. Acceptance or acquiescence in a course of performance rendered under this agreement shall not be relevant to determine the meaning of this agreement even though the accepting or acquiescing party has knowledge of the performance and opportunity for objection. Whenever a term defined by the Uniform Commercial Code is used in the agreement, the definition contained in the Code is to control.

2.19 Applicable Law

This agreement is subject to all applicable federal and state laws, statutes, codes, rules and regulations and all local ordinances, rules, and regulations. This agreement is also subject to the Uniform Commercial Code. Whenever the term “Uniform Commercial Code” is used, it shall be construed as meaning the Uniform Commercial Code as adopted in the State of Texas as effective and in force on the date of this agreement.

2.20 Advertising

Vendor shall not advertise or publish, without City’s prior consent, the fact that City has entered into this contract, except to the extent necessary to comply with proper requests for information from an authorized representative of the federal, state, or local government.

RFP FS-03-26 Equipment Financing • 9

2.21 Right to Assurance

Whenever one party to this contract in good faith has reason to question the other party’s intent to perform, they may demand that the other party give written assurance of its intent to perform. If a demand is made, and no assurance is given within five (5) days, the demanding party may treat this failure as an anticipatory repudiation of the contract.

2.22 Equal Employment Opportunity

Vendor agrees that during the performance of its contract it will:

• Treat all applicants and employees without discrimination as to race, color, religion, sex, national origin, marital status, age, or handicap.

• Identify itself as an Equal Opportunity Employer in all help wanted advertising or request. The vendor shall be advised of any complaints filed with the City alleging that vendor is not an Equal Opportunity Employer. The City reserves the right to consider its reports from its human relations administrator in response to such complaints in determining whether or not to terminate any portion of this contract for which Purchase Orders or authorities to deliver have not been included; however, the vendor is specifically advised that no Equal Opportunity Employment complaint will be the basis for cancellation of this contract for which a Purchase Order has been issued or authority to deliver granted.

All vendors must be Equal Opportunity Employers. Disadvantaged and minority vendors are encouraged to participate.

2.23 Conflict of Interest

Vendor agrees to comply with the conflict of interest provisions of the City of San Angelo Charter and Code of Ordinances. Vendor agrees to maintain current, updated disclosure of information on file with the City Clerk throughout the term of the contract.

Chapter 176 of the Texas Local Government Code requires a vendor who enters or seeks to enter into a contract for the sale or purchase of real property, goods, or services with a local governmental entity or local government officer thereof to file a conflict of interests’ disclosure questionnaire with the governmental entity prescribed.

A Conflict of Interest Questionnaire Form (CIQ) – included in the bid forms - must be submitted no later than the seventh (7th) business day after the date the vendor begins discussion, negotiation, applies or responds to a request for proposal or bids, or correspondence in writing related to a potential contract with the local governmental entity.

2.24 Certificate of Interested Parties (Form 1295)

In 2015, the Texas Legislature adopted House Bill 1295, which added section 2252.908 of the Government Code. The law states that a governmental entity or state agency may not enter into certain contracts with a business entity unless the business entity submits a disclosure of interested parties to the governmental entity or state agency at the time the business entity submits the signed contract to the governmental entity or state agency. The law applies only to a contract of a governmental entity or state agency that either (1) requires an action or vote by the governing body of the entity or agency before the contract may be signed or (2) has a value of at least $1 million. The disclosure requirement applies to a contract entered on or after January 1, 2016.

http://www.legis.state.tx.us/tlodocs/84R/billtext/html/HB01295F.htm

RFP FS-03-26 Equipment Financing • 10

Filing Process:

On January 1, 2016, the ethics commission made available on its website a filing application that must be used to file Form 1295. A business entity must use the application to enter the required information on Form 1295 and print a copy of the completed form, which will include a certification of filing that will contain a unique certification number. An authorized agent of the business entity must sign the printed copy of the form. The completed Form 1295 with the certification of filing must be filed with the governmental body or state agency with which the business entity is entering into the contract. The Form 1295 must be received, signed and original, within thirty (30) days of Council award or the contract may be voided.

Information regarding how to use the filing application and the application are both available at https://www.ethics.state.tx.us/filinginfo/1295/. Instructional videos are available under the heading Instructional Videos for Business Entities.

2.25 Taxes and Permits

Attention is directed to the requirements of the General Conditions regarding payment of taxes and obtaining permits. All taxes that are lawfully assessed against the City or the selected vendor in connection with the work shall be paid by the vendor. The bid prices shall include all such taxes and the costs of all required permits. The City is exempt from State Sales Tax and Federal Excise Tax.

2.26 Examination of Contract Documents

Each vendor shall thoroughly examine and be familiar with this document, specifications, etc. The submission of a bid shall constitute an acknowledgment that the vendor has thoroughly examined and is familiar with all solicitation and contract documents. The failure or neglect of a vendor to receive or examine any of the solicitation or contract documents shall in no way relieve them from any obligations with respect to their submission or to any resulting contract. No claim for extra or additional compensation will be allowed based upon a lack of knowledge of any contract document, and the City will in no case be responsible for any loss or for unanticipated costs that may be suffered by the selected vendor as a result of conditions pertaining to the work.

2.27 Legal Venue

Tom Green County, Texas

2.28 Funds - Price

Following negotiations, the vendor will establish a price agreement with the City. The work will be selected based on availability of funds.

RFP FS-03-26 Equipment Financing • 11

3. SCOPE OF SERVICES REQUESTED

3.1 Specifications

Financing proposals shall be returned in accordance to or as close to possible to the guidelines outlined below. All documents submitted must be whole and complete.

The City is considering equipment financing as an option in lieu of purchasing. In determining the financing terms and amounts, the following requirements should be considered:

• The City will entertain financing options for equipment. This option will include payments of principal plus interest on the purchase price of the vehicle or equipment.

• Finance rate will be the interest percentage rate the City will be charged during the term of the program.

• In drafting the financing contract, each unit will be defined as its own entity within the Agreement.

This stipulation is for the purpose of allowing individual units to be removed from the Agreement via payoff of principal plus accrued interest as deemed appropriate by the City.

• Payment is to be scheduled on an annual basis with the first payment made in accordance with the terms of the Invoicing and Payments Section of this document.

• Proposals should include both traditional Pre-Payments as well as an option for Payment-in- Arrears.

• Proposals should include a format for an end-of-term Balloon Pay-off lease and the option of a Dollar Buyback lease.

• Contract(s) will be submitted, prior to the transaction, for review by the City’s legal department.

The final agreement will then be signed by the appropriate representatives.

• Financing length and rates may be variable for each piece of equipment financed. Upon financing, all financing rates and payments must be fixed for the duration of the term.

• There shall be no penalties or fees associated with paying in full, any portion of the lease, before the lease term has concluded.

• Each proposal shall include an example of each financing offer proposed based on the theoretical purchase and funding of a Wheel Loader at a purchase price of $200,000. Examples must include financing for five, seven, and ten years.

• Proposals and included terms and rates shall be expected to remain valid for 90 days from contract date awarded by City Council. Proposals shall also include an expiration date of the proposal if applicable.

3.1.1 Location

• The financed property will be located, housed, and used primarily within the City limits.

• The financed property will remain in the possession of the City for the duration of the finance term and will not be lent, rented, or given for use to any entity other than other City departments.

3.1.2 Anticipated Equipment Purchases

The chart below indicates budgetary purchase prices, estimated equipment types, and estimated quantities that are anticipated to be included on this lease. The City does not expect or confirm the information below to be final; these numbers are solely budgetary figures.

Estimated Total Cost Machine Type Estimated Quantity Low High

Backhoe 14 $1,250,000 $1,520,000 Wheel Loader 5 $1,125,000 $1,650,000 Crack Seal Trailer 1 $50,000 $60,000 Excavator 1 $200,000 $300,000 Crack Seal Truck 1 $800,000 $950,000

RFP FS-03-26 Equipment Financing • 12

Trash Pickup Truck 1 $150,000 $400,000 Compact Track Loader 1 $100,000 $180,000 Skid Steer 2 $150,000 $200,000 Equipment Trailer 1 $135,000 $175,000 Compact Excavator 1 $30,000 $65,000 Compactor 2 $70,000 $125,000

RFP FS-03-26 Equipment Financing • 13

4. RFP SUBMISSION FORMAT

Qualifications shall be submitted in the following format with each element requested and/or form furnished as specified to facilitate evaluation of the proposals. The detailed requirements in this RFP are mandatory.

FAILURE TO ADHERE TO THE REQUIRED FORMAT MAY BE CAUSE FOR REJECTION OF

PROPOSAL.

To aid in the evaluation, all responses shall follow the same general format.

4.1 Cover Page

Show the subject, the name of your firm, address, telephone number(s), name of contact person, and date. Clearly indicate “RFP: FS-03-26 - Equipment Financing” on this page.

4.2 Table of Contents

Include a clear identification of services by section and by page number.

4.3 Scope Section

Clearly describe the scope of the required services to be provided. Please provide responses to all items in the Scope of Services Requested section of this Request for Proposals.

4.4 Staff Qualifications and Experience

Please identify the key personnel that will be working on this project. This section should include resumes and/or information to expound on the proposed staff experience and qualifications.

4.5 Responses to Services Required

Based on the general requirements listed in this RFP document, please describe your overall approach and methodology for completing the services as requested.

4.6 Firm Experience and References

Please provide information in this section to demonstrate experience, responsiveness, a high level of customer service, and documented results, to include at a minimum:

Using the References form provided in the Required Submission Forms, respondents shall list references from at least three comparable Texas governmental clients. For each reference, include the Government or Company Name, Location, Contact Person (and Title), Telephone Number, Scope of Work, and Contract Period.

4.7 Fee schedule

Provide all proposed fees. Express your proposed fee(s) as percentage-based or itemized, not-to-exceed amounts. Separate travel and related expenses (if applicable).

Firm shall incur no travel or related expenses chargeable to the City without prior approval by an authorized City representative.

The actual contract amount will be negotiated after the Provider has been selected and the scope of work finalized.

4.8 Additional Data

Provide any additional information considered essential to this proposal and all other required forms.

4.9 Required Forms (Please submit all required forms.)

Complete all required forms specified in the Required Submission Forms section.

RFP FS-03-26 Equipment Financing • 14

5. SELECTION PROCESS

A selection committee will evaluate and rank the proposals in relation to the published selection criteria within 60 days after the opening.

The City’s process is as follows:

1. The City will evaluate and rank the proposals in relation to the published selection criteria within sixty (60) days after the opening.

2. The City reserves the right to revise the proposal and then request “Best and Final Offers” from the top candidates following the initial evaluation.

3. The City will then select the proposal that offers the best value based on the published selection criteria and its ranking evaluation.

4. Following the selection process, the contract negotiation process begins, and the City will negotiate first with the highest ranked offer. At this stage, the City may discuss modifications to the proposed scope, time and price. Modifications are not required. If modifications are discussed but not mutually agreed upon, a final contract may still be negotiated and mutually agreed upon based on the original response to the RFP. If the two parties are unable to reach a final agreement, the City will notify that respondent in writing that formal negotiations are ended.

5. The City may then negotiate with the next ranked respondent. This process continues in the order of the selection ranking until a final contract is reached or all proposals are rejected.

6. The City reserves the right to reject all proposals and procure goods/services through alternative means.

The proposals will be evaluated based on the criteria and weighting detailed below:

Item Criteria Points 1 Completeness and conformity of the reply to the RFP 20 2 Service capabilities 35 3 Staff Qualifications and Organization Experience 10 4 References 10 5 Fee Schedule 25

Total 100

RFP FS-03-26 Equipment Financing • 15

6. REQUIRED SUBMISSION FORMS

Submit:

Failure to submit required forms may result in the rejection of your submission.

Please submit all forms in the following order:

Response to RFP: FS-03-26 - Equipment Financing

Contact Information Form

Conflict of Interest Form

Certification of Federally Funded Projects

Disclosure of Certain Relationships Form

Debarment and Suspension Certification

Local Preference Consideration Application & Economic Impact Details

Vendor Compliance with Reciprocity on Non-Resident Vendors

List of References

Special Insurance Rider

Certificate of Insurance (ACORD 25 FORM)

Verification Relating to Prohibited Contracts

1295 Form Requirement At Council award, one original of the Texas Ethics Commission Interested Parties Disclosure Form 1295 completed online at https://www.ethics.state.tx.us/filinginfo/1295/ will be required within thirty (30) days following the date of Council action. Failure to submit the Form 1295 to Purchasing within the prescribed time limit may result in loss of contract(s).

Anti-Lobbying Agreement In submitting its proposal, respondent certifies that it has not lobbied the City or its officials, managers, employees, consultants, or contractors in such a manner as to influence or to attempt to influence the bidding process. In the event it reasonably appears that the respondent influenced or attempted to influence the bidding process, the City may, in its discretion, reject the proposal.

https://www.ethics.state.tx.us/filinginfo/1295/