15-RFP 3715-27.09 - Charter Bus Services.pdf

AMARILLO INDEPENDENT SCHOOL DISTRICT

Request for Proposal Number: 3715-27.09 Charter Bus Services

Request for Proposals will be received in the Office of Moses Zuniga Director of Procurement, 7200

Interstate 40 West, Amarillo, Texas 79106-2598 until 2:00 P.M., Central Time, October 13, 2026 for

Charter Bus Services. In lieu of submitting a hardcopy response, proposals may also be submitted online through Bonfire, by the stated deadline. Amarillo Independent School District (AISD) DOES NOT accept faxed or emailed submissions.

This Solicitation Response Form and Proposal Submittal Checklist (Page 1 and 2) MUST be completed.

The enclosed TERMS AND CONDITIONS apply to all Proposals unless otherwise stated in writing. Section

A-H make up the Agreement. Section I and J are the proposal instructions and evaluation criteria. See

Section I for the required proposal submittals.

SOLICITATION RESPONSE FORM

To: Amarillo Independent School District

Attn: Moses Zuniga, Director of Procurement

7200 I-40 West

Amarillo, TX 79106-2598

From: _______________________________________ _______________________________

Name of Proposer/Proposer’s Business Entity Address

Area Code and Telephone Number City/State/Zip

Area Code and Fax Number E-mail Address

I, the undersigned, as the owner or legally authorized representative of the above named company, by signing the following statement, agree that I have READ and UNDERSTAND all of the General Proposal

Terms and Conditions contained herein, and that if accepted by the Amarillo Independent School District, all of the provisions are part of a binding contract between the Amarillo Independent School District and our company. I, also, certify that this proposal is made without previous understanding, agreement, or connection with any person, firm or corporation making a proposal for the same contract, and is in all ways fair and without collusion or fraud. Also, by returning a signed proposal you agree that the District may call you for quotes on items not contained within this proposal.

Owner or Legally Authorized Representative (Print Name) Title

Signature Date

REQUEST FOR PROPOSAL # 3715-27.09 Page 2 of 20

Rev. 02 – Commercial Items & Services – 03/26/2021

PROPOSAL SUBMITTAL CHECKLIST

The following checklist details all required documents, forms, and sections that must be completed and submitted. Failure to submit one of these items could result in the submitted proposal being deemed non-responsive and not eligible for evaluation or award. All documents listed herein are made part of this agreement, in the event the documents have a place for the proposer to acknowledge, sign and date, the signed document becomes an attachment to this Agreement.

I have reviewed and completed the above checklist and all required items have been submitted herein.

(Signature) (Date)

Proposal Submittal Checklist

Section / Doc. # Item Submitted

(check)

Volume I – Business Documents

PAGE 1 and 2 Solicitation Response Form and Proposal Submittal Checklist (Page 1 and 2 of this solicitation)

Attachment A Pricing

Attachment B Scope of Work

AISDP-0001 Access to AISD Property

AISDP-0002 EDGAR Certification - Issue No. 004

AISDP-0003 CTPA Interlocal Agreement

AISDP-0004 Agreement to District Solicitation Provisions

AISDP-0006

Conflict of Interest Questionnaire - Issue No. 002 (mark n/a on form if no conflict exists)

AISDP-0007 Felony Conviction Notification

AISDP-0008 Background Check Certification - Issue No. 002

AISDP-0009 Required Contractor Certification - Issue No. 002

AISDP-0010 Resident Bidder Certification

AISDP-0011 General Proposal Questionnaire - Issue No. 001

ADDENDUMS

Signed Addendums (check Bonfire for Issued Addendums)

AISD EXHIBIT D Minimum Insurance Requirements

REQUEST FOR PROPOSAL # 3715-27.09 Page 3 of 20

SECTION A - TABLE OF CONTENTS

TABLE OF CONTENTS (Note: Agreement = A-H)

(X) SECTION DESCRIPTION (X) SECTION DESCRIPTION

X A Table of Contents X F Administrative Information

X B Supplies or Services and Prices/Costs X G Clauses

X C Specifications/SOW/Summary of Work X H List of Attachments

X D Delivery, Shipping, Packaging and Marking

X I Instructions to Proposer

X E Performance Period and Payment Information

X J Evaluation Factors for Award

SECTION B - SUPPLIES OR SERVICES AND PRICE / COSTS

SECTION B - TYPE OF AGREEMENT

This is a Fixed Unit Price Agreement between the officially awarded proposer (hereinafter “Vendor” or

“Proposer”) and Amarillo Independent School District (hereinafter “AISD” or “the District”).

The Vendor shall furnish all personnel, facilities, equipment, material(s), supplies, and services except as may be expressly set forth in this Agreement, and otherwise do all things necessary for, or incident to the performance of providing the requirement as outlined in Section C, Specifications/Statement of

Work/Summary of Work.

Awarded proposers will give quotes based upon unit prices for each trip requested. If AISD agrees the quote given reflects the pricing in this agreement, a Purchase Order will be issued for the service.

SECTION B - PRICE/SCHEDULE

Except as otherwise expressly provided, the price shall be paid to the Vendor based the Price Schedule attached hereto as Attachment A.

SECTION B – OPTIONAL QUANITIES

AISD may increase the quantity of supplies specified in Agreement at the unit price specified. The

Procurement Representative’s may exercise the option by written notice to the Vendor. Delivery of the added item(s) shall continue at the same rates as the like items called for under the Agreement, unless the parties agree otherwise.

SECTION B – PRICE INCREASES

Price(s) are to remain firm through the base agreement period. Price change requests shall be supported by evidence of increased costs to the Vendor. AISD will not approve price increases that will merely increase the gross profitability of the Vendor at the expense of AISD. Price change requests shall be a factor in the agreement extension review process. AISD shall determine whether the requested price increase or an alternate option is in the best interest of AISD. Price increases in the extension year may not exceed CPI or two percent (2%), whichever is lower.

REQUEST FOR PROPOSAL # 3715-27.09 Page 4 of 20

SECTION B – TERMINATION FOR NON-APPROPRIATION OF FUNDS

Notwithstanding any other provision of this Agreement, the Agreement is contingent upon the continued availability of appropriations and is subject to cancellation, without penalty, either in whole or in part, if funds are not appropriated by the District or otherwise not made available to the District. The District's payment obligations are payable only and solely from funds appropriated and available for the purpose of the purchase. The absence of appropriated or other lawfully available funds shall render the Agreement null and void to the extent funds are not appropriated or available and any goods/services provided but unpaid shall be returned to Vendor. AISD will have the right to terminate this Agreement at no additional cost and with no penalty whatsoever by giving prior written notice documenting the lack of funding. AISD will use reasonable efforts to ensure appropriated funds are available.

END OF SECTION B

SECTION C – SPECIFICATIONS/SOW/SUMMARY OF WORK

SECTION C - The Specifications/SOW/Summary of Work entitled “Charter Bus Services” dated 9/22/2026

Revision 0, Attachment B, is made part of this Agreement.

END OF SECTION C

SECTION D – DELIVERY, SHIPPING, PACKAGING, AND MARKING

SECTION D - DELIVERY

Tailgate deliveries to school locations are not acceptable unless directed so by the AISD Procurement Department.

Delivery shall be made during normal working hours unless prior approval has been obtained from the District.

Deliveries under terms of the Agreement will be in accordance with the dates indicated. Failure to meet delivery dates may result in removal from the approved bidders/vendors list or may result in the District’s non-acceptance or rejection of goods received pursuant to the purchase order at no liability to the District.

Delivery of purchased items in good condition will be the Vendor’s responsibility and no delay in receipt of replacement items will be contingent upon claim adjustment by carrier. All goods are subject to inspection and return at the expense of the Vendor if found to be inferior to those specified.

The delivery date and/or date of installation AFTER receipt of a purchase order will not vary from a Vendor’s offer. In its acceptance of any offer, the District is relying on the promised delivery date and/or installation as material and basic to its acceptance, unless otherwise indicated. In the event the Vendor fails to deliver as and when promised, the District reserves the right to cancel its accepting order, any part

REQUEST FOR PROPOSAL # 3715-27.09 Page 5 of 20 thereof, and Vendor agrees that the District may return all or part of any shipment so made, and may charge the Vendor with any loss or expense sustained as a result of such failure to deliver as promised.

The Vendor shall immediately notify the Procurement Representative on any actual or anticipated delay in delivery.

SECTION D - PACKAGING

Packaging of materials or reports for mail or commercial transport shall be in compliance with all applicable Federal, state and local laws, regulations, and sound business practices unless otherwise specified.

SECTION D – DELIVERY TERMS

All shipments shall be F.O.B. AISD.

SECTION D - MARKING

Each package, report or other deliverable shall be accompanied by a letter or other document which:

A. Identifies the Agreement or Purchase Order number under which the item is being delivered.

B. Identifies the deliverable item number or report requirement which requires the delivered item(s).

C. Shall meet the requirements as specified herein.

SECTION D - DROP SHIPMENTS

Shipments made for item(s) from another location other than the manufacturer or the distributor with whom the Agreement is issued must contain, as a minimum, the following information:

a. Packing slip describing the contents of the shipment;

b. The supplier’s name, address and phone number;

c. The name of the Vendor contracted with AISD; and

d. Original AISD purchase order or contract number.

Failure to meet the requirements herein could result in a delay in payment and/or cause for rejection of the shipment at the expense of the Vendor.

END OF SECTION D

SECTION E – PERFORMANCE PERIOD AND PAYMENT INFORMATION

SECTION E – TERM OF AGREEMENT / DELIVERY DATE

The term of this Agreement shall be from Notice of Award until August 31, 2027.

REQUEST FOR PROPOSAL # 3715-27.09 Page 6 of 20

SECTION E – TERM OF OPTIONS

The District, at its sole discretion, shall have the following Options to extend the period of performance to purchase additional services/supplies. The District may extend the term of this Agreement by written notice to the Vendor prior to the expiration of the Agreement.

After the initial term of the Agreement, the Agreement may as set out below upon written confirmation by an authorized representative for the District be extended.1

OPTION NO. PERIOD OF PERFORMANCE

1 September 1, 2027 through August 31, 2028

2 September 1, 2028 through August 31, 2029

3 September 1, 2029 through August 31, 2030

4 September 1, 2030 through August 31, 2031

SECTION E - INVOICING INSTRUCTIONS

A. Vendor shall submit an invoice upon completion of each Pay Item, and reference the Agreement

/ Purchase Order Number, ONLY one number per invoice. The work to be paid for under any Pay

Item is fixed in this Agreement and shall be the amount due and payable in accordance with

Section B and the applicable measurement for payment provisions of the Agreement. No invoice shall be processed and paid which is not completed as stated.

B. Invoices shall be sent to the following address:

Amarillo Independent School District

Attn: Accounts Payable

7200 I-40 West

Amarillo, Texas 79106

Or by email address to the following: accountspayable@amaisd.org

C. Upon proof of satisfactory performance, AISD will approve Vendor’s invoice.

D. AISD will pay Vendor Net 30 Days after a proper invoice is submitted and approved.

SECTION E – PAYMENT

AISD’s methods of payment include ACH or credit card only. AISD will contact any new vendor that is awarded a contract to obtain ACH information.

END OF SECTION E

1 Renewal of this contract (if applicable) will be in accordance with the Texas Local Government Code Section 271.903 concerning the non-appropriation of funds for multi-year contracts. The District reserves the right to rescind the contract at the end of each fiscal year if it is determined that there are insufficient funds to extend the contract.

REQUEST FOR PROPOSAL # 3715-27.09 Page 7 of 20

SECTION F – ADMINISTRATIVE INFORMATION

SECTION F - SUBCONTRACT MANAGEMENT

Vendor is responsible for the management of its subcontractors, suppliers and vendors with visibility through the lowest tier of subcontractors. The Vendor shall ensure that each lower tier subcontract contains all applicable specifications, special requirements, and clauses needed to comply with the requirements of this Agreement.

SECTION F – CORRESPONDENCE PROCEDURES

To promote timely and effective administration, correspondence (except for invoices and reports) shall be subject to the following procedures:

A. All correspondence shall reference the Agreement number, if applicable, and be addressed to AISD’s

Procurement Representative. The mailing address is as follows:

Amarillo Independent School District

7200 Interstate 40 West

Amarillo, TX 79106

Attn.: Moses Zuniga of his designee (Procurement Representative)

Telephone: (806) 326-1173

Email: moses.zuniga @amaisd.org

SECTION F - VENDOR’S PERSONNEL

A. The Procurement Representative shall direct the Vendor to remove, and the Vendor shall remove, any employee of the Vendor or Vendor’s Subcontractor(s) from assignment of performance of any services under any Agreement and/or Task Release issued pursuant to this Agreement for reasons of security, safety or misconduct or, for any reason within the discretion of the Procurement Representative

B. When the reason for the removal request is due solely to security, safety or misconduct on the part of Vendor’s employee, replacement shall be at Vendor’s expense and not chargeable to the District. Vendor’s expense shall include travel expenses of the departing individual and the travel expense of the replacement individual to the AISD facility.

C. When requested by AISD, Vendor shall provide all required national Criminal History Record Information ("CHRI"), in accordance with Texas Education Code section 22.0834 and Texas Government Code section 411.082(a), for Vendor and for all of Vendor’s employees, subcontractors, subcontractor's employees, independent contractors, applicants, agents, or consultants, if (1) the person will have continuing duties related to the services and (2) the duties are or will be performed on the District's property and the person(s) will or may have direct contact with students ("Covered Employee"). Vendor shall assume all expenses for obtaining such CHRI. Vendor shall certify to the District in writing that it has complied with this section and none of its Covered Employees have a Disqualifying Criminal Record. Vendor agrees that if it receives information that a Covered Employee is arrested or convicted for any of the Disqualifying Criminal History offenses during the performance of the Agreement, Vendor will immediately remove the Covered Employee from the District's property or other location where students are regularly

REQUEST FOR PROPOSAL # 3715-27.09 Page 8 of 20 present, and notify the District of said removal. Vendor understands that any failure to comply with the requirements of this section may be grounds for termination of the Agreement.

D. Persons employed by Vendor shall be and remain employees of Vendor, and shall not be deemed employees of AISD. Nothing herein shall require the establishment of any employer-employee relationship between Vendor and lower-tiers, consultants, or others whose services are utilized by Vendor for work hereunder.

SECTION F - NOTIFICATION OF DEBARMENT/SUSPENSION STATUS

During the performance of this Agreement, the Vendor shall provide immediate notice in writing to AISD’s

Procurement Representative in the event of the Vendor being placed on the "List of Parties Excluded from

Federal Procurement and Non-Federal Procurement Programs," published by the System for Award

Management (SAM) (www.sam.gov), or upon receipt of a notice of proposed debarment.

SECTION F – ASSIGNMENT OF AGREEMENT

The Agreement shall not be assigned, transferred, or sublet in whole or in part without the prior written approval of AISD. Any attempted assignment or delegation by Vendor shall be void and ineffective for all purposes unless made in conformity with this paragraph.

END OF SECTION F

SECTION G - CLAUSES

SECTION G - CLAUSES INCORPORATED BY REFERENCE

All articles, clauses and documents marked by an “X” are incorporated by reference, apply to this

Agreement and have the same force and effect as if they were given in full text. In the event the incorporated documents have a place for the Vendor to acknowledge, sign and date, the signed document becomes an attachment to this Agreement.

Description

Access to AISD Property (AISDP-0001) (if onsite services)

EDGAR Certifications (AISDP-0002) (for federal funds)

Central Texas Purchasing Alliance Cooperative Purchasing (AISDP-0003)

Agreement to District Solicitation Provisions (AISDP-0004)

Conflict of Interest Questionnaire (AISDP-0006)

Felony Conviction Notification (AISDP-0007)

Criminal History Background Check Certification (AISDP-0008)

Contractor Certification (AISDP-0009)

Resident Bidder Certification (AISDP-0010)

REQUEST FOR PROPOSAL # 3715-27.09 Page 9 of 20

SECTION G – GRATUITIES

AISD may, by written notice to the Vendor, cancel the Agreement if it is found by AISD that gratuities, in the form of entertainment, gifts or otherwise, were offered or given by the Vendor, or any agent or representative of the Vendor, to any officer, employee, or member of the Board of Trustees of AISD with a view toward securing an Agreement or securing favorable treatment with respect to the performing of such Agreement.

SECTION G – TAXES

AISD is exempt from Federal Excise Tax, State Tax and Local Sales Tax. Any taxes charged will not be paid by AISD. Tax exemption certificates will be furnished upon request.

SECTION G – WARRANTY

If applicable, Warranty is to be at least one (1) year on parts and labor. If additional warranty periods are required, they will be specifically referenced in Section C Specifications.

SECTION G – COMMITMENT OF FUNDS

AISD Procurement personnel are the only employees allowed to commit funds or place purchases for

AISD. Failure to comply with this provision may result in non-payment for any product provided or service rendered.

SECTION G – SDS SHEETS & OSHA COMPLIANCE

Any goods supplied to the District by the successful Vendor in connection with this solicitation shall conform to the standards promulgated by the U.S. Department of Labor under the Occupational Safety and Health Act (OSHA) of 1970. In the event any goods do not conform to OSHA standards, the District will be permitted to refuse or return the non-conforming goods for correction or replacement at the

Vendor’s expense. Where materials solicited require the maintenance of, Safety Data Sheets (SDS), a copy of the relevant SDS must accompany Vendor’s Proposal or must be made available prior to the award of any contract for the goods. If applicable, SDS sheets must accompany Vendor’s product and will be required with delivery of product to AISD.

SECTION G – INDEMNIFICATION REQUIREMENTS

Vendor shall indemnify and hold AISD harmless from all Vendor’s performance or failure of performance as a result of this Agreement. Vendor shall keep AISD free and clear from all liens asserted to by any person or firm for any reason arising out of the furnishing of services or materials by or to the Vendor. AISD is precluded by Texas Laws to enter into any agreements that require AISD to indemnify or hold harmless a vendor or third party and will not agree to any such indemnification requirements.

SECTION G – CONFLICT OF INTEREST

According to Local Government Code, Chapter 176, a person or agent or a person who contracts, or seeks to contract, for the sale or purchase of property, goods, or services with AISD must file a completed

Conflict of Interest Questionnaire with the AISD Purchasing Department. The forms must be completed whether or not a conflict exists. A conflict exists if the person or agent has a financial relationship with a

REQUEST FOR PROPOSAL # 3715-27.09 Page 10 of 20

Local Government Officer (LGO), or their immediate family, as defined by Chapter 176. A conflict also exists if the Vendor has given a LGO, or a member of their family, a gift or gifts with a total annual value of $100, with the exception of food, accepted as a guest, or a political contribution as defined by Title 15, Texas Election Code. A list of Local Government Officer Members may be found by accessing the

Purchasing link on the AISD web page, www.amaisd.org.

SECTION G – FORCE MAJEURE

The District will not be liable for any failure or delay in performing an obligation under the Agreement that is due to any of the following causes, to the extent beyond its reasonable control: acts of God (including but not limited to landslides, lightening, earthquake, fires, hurricanes, storms, floods, washouts, and droughts) accident, strikes, riots, war, terrorist act, epidemic, pandemic, quarantine, civil commotion, breakdown of communication facilities, breakdown of web host, breakdown of internet service provider, natural catastrophes, governmental acts or omissions, orders of any kind of government of the United States or the State of Texas or any civil or military authority, changes in laws or regulations, explosion, generalized lack of availability of raw materials or energy, breakage or accidents to machinery, pipelines or canals, or other causes not reasonably within the control of the District.

SECTION G – GOVERNING LAW AND CHOICE OF VENUE

This Agreement shall be governed by the Uniform Commercial Code. Wherever the term Universal

Commercial Code is used, it shall be construed as meaning the Uniform Commercial Code as adopted in the State of Texas as effective on the date of the Agreement. The Agreement shall be construed under and in accordance with the laws of the State of Texas and all obligations of the parties created hereunder are performable in Potter County, Texas. Both parties agree that venue for any litigation arising from this contract shall lie solely in a court with jurisdiction over Potter County, Texas unless agreed to in writing by authorized representatives for both parties.

SECTION G – INSURANCE

Vendor must take all precautions necessary for the safety of and prevention of damage to the District’s property and for the safety of and prevention of injury to persons, including the District’s employees and students, Vendor’s employees, and third parties (guests, invitees, etc.), on the District’s property. All work must be performed entirely at Independent Vendor’s risk. Vendor agrees to carry, for the duration of this contract, General Liability insurance in an amount and with an insurer acceptable to the District. Vendor will maintain any insurance policies required by and in accordance with any insurance requirements specified by the District in the Agreement and further agrees to make the certificates of insurance and insurance policies available to the District upon request. Vendor shall maintain in force for the term of the

Agreement limits no less than:

a) Comprehensive General Liability: Two Million Dollars ($2,000,000) limit aggregate and One

Million Dollars ($1,000,000) limit per occurrence for bodily injury, personal injury and property damage. Such limits can be achieved through a combination of primary and excess liability policies.

b) Automobile Liability: One Million Dollars ($1,000,000) limit per occurrence/per accident for bodily injury and property damage.

c) Workers Compensation: Statutory limits

REQUEST FOR PROPOSAL # 3715-27.09 Page 11 of 20

Additional Insured and Waiver of Subrogation for CGL policy:

1. District to be named as additional insured.

2. Insurance policy to include waiver of subrogation endorsement.

3. Must notify the District of any changes, cancellation, or non-renewal 30 days in advance of any such events occurring.

END OF SECTION G

SECTION H - ATTACHMENTS/CERTIFICATIONS/ ACKNOWLEDGEMENTS

SECTION H - LIST OF ATTACHMENTS

The following attachments are hereby referenced and incorporated into this Agreement:

ATTACHMENT A Section A Pricing Table

ATTACHMENT B Section C Specifications/SOW/Summary of Work

SECTION H – LIST OF CERTIFICATIONS/ACKNOWLEDGEMENTS

1. Debarment or Suspension – AISD is prohibited from spending federal funds with Vendors who have been debarred or suspended. Vendor certifies, that during the solicitation process that the

Vendor is not debarred by the Federal Government. Should the Vendor become debarred by the

Federal Government during the performance of this Agreement, Vendor shall notify the

Procurement Representative in writing.

2. All buildings and property owned by AISD are deemed a “drug free zone”. Therefore, personnel of Vendor and Vendor’s subcontractor(s) acknowledge that no one may use, consume, carry, transport or exchange tobacco, cigarettes, e-cigarettes, alcohol or illegal drugs while in or on AISD property. Vendor shall ensure that personnel and subcontractor personnel are informed of this policy and shall Vendor that it is adhered to.

3. By signing this agreement, Vendor agrees to comply with applicable federal, state and local laws, as well as applicable AISD policy and regulation, in providing the services contemplated herein. This includes, but is not limited to:

(a) Vendor agrees to complete any requirements set forth in Texas Education Code Chapter 22

(relating to criminal history records and certifications) and/or related forms required by AISD;

(b) By signing this Agreement, and (a) Vendor is not a sole proprietorship; (b) Vendor has ten (10) or more full-time employees: and (c) this Agreement has a value of $100,000.00 or more, the following certification shall apply to the extent required by law; otherwise, this certification is not required.2

2 On April 25, 2019, the U.S. District Court for the Western District of Texas entered a preliminary injunction enjoining the enforcement of Chapter 2270 as it existed before the amendment in any state contract. In compliance with the Court’s order, the Owner will not seek enforcement of the current Chapter 2270 until further order of this or higher court having jurisdiction over the issue.

REQUEST FOR PROPOSAL # 3715-27.09 Page 12 of 20

Pursuant to Chapter 2271 of the Texas Government Code, the Vendor hereby certifies and verifies that neither the Vendor, nor any affiliate, subsidiary, or parent company of the Vendor , if any, (the “Vendor Companies”), boycotts Israel, and the Vendor agrees that the Vendor and Vendor

Companies will not boycott Israel during the term of this Agreement. For purposes of this

Agreement, the term “boycott” shall mean and include 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 Israel, or with a person or entity doing business with Israel or an Israeli-controlled territory, but does not include an action made for ordinary business purposes.

(c) Vendor certifies it is not a “company” (a for-profit organization, association, corporation, partnership, joint venture, limited partnership, limited liability partnership, or limited liability company, including a wholly owned subsidiary, majority-owned subsidiary, parent company, or affiliate of those entities or associations that exists to make a profit) that has a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association, as defined by Texas Government Code Chapter 2274. Further, Vendor certifies it will not discriminate during the term of the proposed contract against a firearm entity or firearm trade association, in violation of law. Vendor hereby voluntarily and knowingly acknowledges and agrees that this Agreement shall be null and void should facts arise leading AISD to believe that the Vendor discriminates against a firearm entity or firearm trade association in violation of Texas

Government Code 2274.001-2274.02. This certification requirement does not apply to a governmental entity that contracts with a sole-source provider or does not receive any bids from a company that is able to provide the required written verification, and certain contracts as set forth in Tex. Gov’t Code § 2274.003.

(d) In accordance with Texas Government Code, Chapter 2252, Subchapter F, AISD is prohibited from entering into a contract with a company that is identified on a list prepared and maintained by the Texas Comptroller or the State Pension Review Board. By execution of this Agreement, Vendor certifies that it is not a company on a list prepared and maintained under Texas

Government Code §§ 806.051, 807.051, or 2252.153, and further hereby voluntarily and knowingly acknowledges and agrees that this Agreement shall be null and void should facts arise leading AISD to believe that the Vendor was a listed company at the time of this procurement.

END OF SECTION H

SECTION I – INSTRUCTIONS TO PROPOSERS

SECTION I - DISCLAIMER

This solicitation does not commit AISD to pay for any costs incurred in the preparation and submission of a proposal or for any other costs incurred prior to the execution of the Agreement. This solicitation shall not be construed in any manner to be an obligation on the part AISD to enter into an Agreement or any other arrangement with the Proposer.

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SECTION I - RIGHT TO CANCEL

AISD reserves the right to cancel this solicitation, at no cost to itself.

SECTION I – PERIOD OF ACCEPTANCE

In compliance with this Solicitation, the Proposer agrees, if AISD accepts its proposal, within one hundred and twenty (120) calendar days from the date specified in the solicitation for receipt of offers, to furnish any or all items on which prices are offered within the time specified in Section B entitled Supplies or

Services and Prices/Costs. Proposals offering less than one hundred and twenty (120) calendar days may be rejected.

SECTION I – PROPRIETARY RIGHTS

All offers submitted by Proposers become property of AISD and are subject to all state and local laws pertaining to open record requests or bids.

SECTION I – RESTRICTION ON COMMUNICATION

Between the date of issuance of this solicitation and continuing through the date of award by the

District’s Board of Trustees, Proposer and its employees, agents, subcontractors and representatives direct all questions regarding this Solicitation, including questions regarding the Form of Agreement, to the District Point-of-Contact or through the designated online system. Proposer and its employees, agents, subcontractors and representatives, are specifically prohibited from directly or indirectly discussing, communicating, lobbying for, or promoting its proposal to any member of the District’s Board of Trustees, any member of the District’s administrative staff, any member of an employee association affiliated with or representing any District employee or group of employees, any member of a District committee having responsibility for evaluation of Proposal responses or any consultant or professional retained or used by the District in connection with this solicitation This restriction extends to “thank you” letters, phone calls, emails and any contact that results in the direct or indirect discussion of the RFQ and/or proposal submitted by Vendor. This policy is intended to create a level playing field for all

Vendors and ensure the integrity of the solicitation process, any violation of this provision may result in disqualification of the Vendor’s response from consideration. The District reserves the right to contact any Proposer for clarification after responses are opened and/or to further negotiate with any Proposer if such is legally permitted and deemed desirable by District. The communications restrictions above shall not apply to interaction with prohibited individuals during District-requested presentations in a duly called open meeting of the Board of Trustees.

SECTION I – CHANGES DURING SOLICITATION

A response to this Solicitation shall be considered as an offer to contract. Final negotiations on the best evaluated offer shall be conducted to resolve any minor differences and informalities. After final negotiations, AISD shall issue an acceptance of the proposal offer. Both parties prior to executing any changes must agree to all changes to the Agreement in writing. The resulting Agreement shall not be assigned, transferred, or sublet in whole or in part without the prior written approval of AISD.

REQUEST FOR PROPOSAL # 3715-27.09 Page 14 of 20

SECTION I - CONDITIONS AFFECTING THE WORK

Proposers is encouraged to visit the site and take such other steps as may be reasonably necessary to ascertain the nature and location of the work, and the general and local conditions which can affect the work or the cost thereof. Failure to do so will not relieve Proposers from responsibility for estimating properly the difficulty or cost of successfully performing the work. AISD will assume no responsibility for any understanding or representations concerning conditions made by any of their officers or agents prior to the execution of the Agreement, unless included in the Agreement documents.

SECTION I – EQUIPMENT / MATERIAL SPECIFICATIONS

Detailed specifications must be provided on any machine or equipment other than the make and model specified. The name, address, and telephone number of the nearest repair facility must be given, as well as length of warranty. Proposer must demonstrate their ability to warranty the product through its useful life. Proposals may not be considered without this information.

Attach to proposal descriptive literature of the merchandise Proposer is proposing. Mark each item by the AISD specified number.

SECTION I – BRAND

Unless stated otherwise, catalog, brand name, or manufacturers' reference used in the solicitation is descriptive - not restrictive - it is intended to indicate type and quality desired. Proposals on brands of like nature and quality will be considered. It is understood that in each case where a brand name and number is given that AISD may accept the item specified or an AISD approved equivalent. If proposing on other than reference specifications, Proposer must specify manufacturer, brand, model, etc. of article offered.

IF THE SPACE PROVIDED FOR SUCH IS LEFT BLANK, IT WILL BE EXPECTED THAT PROPOSER/VENDOR WILL PROVIDE THE EXACT SPECIFIED ITEM THE PROPOSED PRICE SHOULD THE PROPOSER RECEIVE THE AWARD.

Where AISD has not indicated a specific brand name or model, the Proposer shall indicate the brand name and model proposed in the space provided on the response sheet.

IMPORTANT: When submitting alternates to stated pre-qualified items, proof of equality is the sole responsibility of the Proposer. All alternates must be submitted for review and qualified by the Procurement Representative prior to recommendations to Directors.

SECTION I – THIRD PARTY FINANCING/OPINION OF COUNSEL LETTERS

Proposers who rely on third parties for financing often request that AISD’s legal counsel render an opinion addressed either to the Proposer or its financier, stating, among other things, that AISD is an existing political institution, its Board of School Trustees approved the Agreement, etc., and that the Agreement is a "valid and binding contract". The AISD’s legal counsel will not issue any opinion addressed to either Proposer of its financier in connection with this transaction. Counsel will, however, assist in obtaining affidavits from AISD personnel having knowledge of the facts, which can then be submitted to legal counsel representing either the Proposer or its financier.

SECTION I – DISCLOSURE OF PROPOSAL DATA

All pricing information submitted in this proposal is potentially subject to release to members of the public if requested in a public information request, unless the proposer separates said pricing information, REQUEST FOR PROPOSAL # 3715-27.09 Page 15 of 20 clearly marks said information as “proprietary” or “confidential,” and provides supporting legal authority for such designation. AISD, in its discretion, may (but is not required to) seek a ruling from the attorney general regarding disclosure. All submitted pricing and information may be shared with AISD’s staff, consultants, and board of trustees, and may be discussed in public board meetings, regardless of whether it is marked “proprietary” or “confidential”.

SECTION I – OFFER ACCEPTANCE

AISD reserves the right to negotiate, accept, or reject any or all proposals and to waive any or all formalities, or to accept any part of this proposal deemed to be most advantageous to AISD. Negotiation may be a part of this process, therefore, the services/products provided and/or cost of services/products may be altered during the negotiation period. However, Proposers are encouraged to submit their most competitive price initially. If the scope of services/products and all other requirements are met initially, there may not be any need for negotiation with any proposer. It is the policy of AISD to purchase goods and/or services on the basis of proposal that provides the best value to the District, not low price alone.

Price, quality, service, past performance of vendor/ merchandise, long term cost to the District to acquire goods or service, probability of continuous availability and suitability to purpose being the controlling factors. This Proposal is submitted subject to the existing written policies of the Board of Trustees of AISD, which form a part of the Agreement.

SECTION I – WAIVER OF CLAIMS

By tendering a proposal in response to this proposal, Proposer acknowledges that it has read and fully understands the requirements for submitting a proposal, and the process used by AISD for selecting a contractor. By submitting a proposal, the Proposer fully, voluntarily and understandingly waives and releases any and all claims against AISD and its trustees, officers, agents and/or employees that could arise out of the administration, evaluation, or recommendation of any proposal submitted in response to

AISD’s proposal request.

SECTION I – STATE AND LOCAL TAX

AISD is exempt from Federal Excise Tax, State Tax, and Local Tax. If it is determined that tax was included in the Proposer’s proposal, the included tax will not be included in the tabulation or in any awards. Tax exemption certificates will be furnished upon request.

SECTION I – PROPOSAL SUBMITTALS

Proposals must be received by the District as set out herein, BEFORE the hour specified as the due date and time. No offer can be withdrawn after the due time without approval by the AISD Procurement

Department. A proposal may be withdrawn using the process outlined in the online submission program prior to the time fixed for opening of the Proposals. Electronic submittals, when permitted, must be submitted through the Bonfire website, unless stated otherwise. AISD does not accept faxed or email submissions. Submission of an email bid or proposal will result in the vendor/submission being disqualified for consideration.

REQUEST FOR PROPOSAL # 3715-27.09 Page 16 of 20

Hardcopy proposals must be sealed in an envelope or container, and the following shall be printed visibly on the exterior:

Title of Proposal

Proposal # Responding Proposer is responding to

Receipt Deadline

Name of Proposer

Failure to follow these instructions may be cause for the Proposal not to be accepted. Proposals received late will be returned to the Proposer.

SECTION I – SIGNATURE OF PROPOSAL

Failure to manually or electronically sign a proposal may disqualify the proposal. Person signing the proposal should show title of authority to bind the Proposer to an Agreement.

SECTION I – PRODUCT CONDITION

All product bid must be new (not refurbished, etc.) unless otherwise specified. Latest model or newest technology should be bid.

SECTION I – SAMPLES

Samples, if required, must be furnished free of expense to AISD on or before date specified; if not destroyed in examination, samples will be returned to the Proposer, if requested, at their own expense.

Each sample must be marked with Proposer’s name and address. DO NOT ENCLOSE IN OR ATTACH

SAMPLES TO PROPOSAL.

SECTION I – PROTEST

Amarillo ISD maintains protest procedures to handle and resolve disputes relating to procurements.

Protest procedures are in accordance with state and local law. Protest procedures are posted on the

District’s website and can be found at the following link: https://www.amaisd.org/522204_3 labeled as

“AISDP 0023 – Protest Procedure”.

SECTION I - PREPARATION OF OFFERS

A. Any Proposer planning to submit a proposal is responsible for examining, with appropriate care, the complete solicitation documents, all amendments, and for informing itself with respect to all conditions that might in any way affect the cost or the performance of any work. Failure to do so will be at the sole risk of the Proposer, who is deemed to have included all costs for performance of the work in its offer. No relief can be given by AISD for errors or omissions contained in the Proposer’s

Proposal. Should the Proposer find discrepancies in or omissions from the solicitation, or should the solicitation’s intent or meaning appear unclear or ambiguous, or should any other question arise relative to the solicitation documents, the Proposer shall promptly notify AISD’s Procurement

Representative in writing through Bonfire. The Proposer making such request will be solely responsible for its timely receipt as stated herein by the District. Replies to such notices may be made

REQUEST FOR PROPOSAL # 3715-27.09 Page 17 of 20 in the form of supplementary correspondence or, as appropriate, to the solicitation documents.

AISD’s response to this notification will be made to ALL Proposers who have obtained the solicitation through Bonfire.

B. Each Proposer shall furnish the information required by the solicitation. The Proposer shall sign the offer and print or type its name on the Solicitation Response form. Erasures or other changes must be initialed by the person signing the offer.

C. Proposers shall submit with their proposal a completed Agreement to District Solicitation Provisions

(AISDP – 0004). Proposers shall provide a full written explanation of all exceptions taken or alterations to the provisions of this solicitation (e.g. Terms and Conditions, specifications, statement of work, data requirements, drawings, etc.,), if any, by referencing the appropriate article, paragraph or exhibit line item number that the Proposer takes exception to and by attaching the exceptions or alterations

AISDP – 0004. Exceptions or alterations may render the Proposer’s Proposal unresponsive and ineligible for award. If no exceptions or alterations are taken, Proposer shall mark the appropriate box on AISDP – 0004.

D. If Proposer’s proposal is submitted on an “all or none” basis, it must clearly state so in the proposal.

SECTION I – QUESTIONS

All questions concerning this solicitation must be submitted on the Bonfire web page Bonfire. Deadline for submitting questions is four (4) District business days prior to bid opening unless stated otherwise in the solicitation.

SECTION I - PROPOSAL FORMAT AND CONTENTS

The overall proposal shall consist of two (2) physically separate volumes individually titled as stated below.

The required number of copies of each proposal volume is shown below.

VOLUME

TITLE TOTAL COPIES REQUIRED PAGE LIMIT

I

BUSINESS

DOCUMENTS

Original Plus 1 Copy OR

ELECTRONIC COPY

n/a

II

TECHNICAL

PROPOSAL

Original Plus 1 Copy OR

ELECTRONIC COPY

n/a

- Cover Sheet shall be included with each Volume identifying that specific Volume. If submitting hardcopy, the original copy of each Volume shall be marked "ORIGINAL".

SECTION I – BUSINESS DOCUMENTS PROPOSAL (REQUIRED SUBMITTALS)

The Business Documents Proposal shall include the following to be deemed a responsive proposal. AISD reserves the right to request documents not filled out below after the due date of the proposal.

- Completed Solicitation Response Form (Page 1 of this solicitation)

- Completed Attachment A, Section B Pricing.

- Completed Representations & Certifications (AISDP-0005)

REQUEST FOR PROPOSAL # 3715-27.09 Page 18 of 20

- Completed Agreement to District Solicitation Provisions (AISDP-0004)

- Completed Conflict of Interest Questionnaire (AISDP-0006)

- Completed Felony Conviction Notification (AISDP-0007)

- Completed Criminal History Background Check Certification (AISDP-0008)

- Completed EDGAR Certification (AISDP-0002)

- Completed Resident Bidder Certification (AISDP-0010)

- Signed Addendums issued during the solicitation.

SECTION I – TECHNICAL PROPOSAL (REQUIRED SUBMITTALS)

A. General. The technical proposal should be specific, detailed, and complete to demonstrate clearly and fully that the prospective Proposer has a thorough understanding of the requirements. The technical proposal must enable AISD’s technical personnel to make a thorough evaluation and arrive at a sound determination as to whether or not the proposal meets the requirements of Section C, Specifications/Statement of Work. No information regarding pricing shall be provided within the technical proposal.

B. Requirements. The technical proposal shall contain, as a minimum, the following items in accordance with Section C, Specifications/Statement of Work. These items are the basis for the technical evaluation criteria that will be used in evaluating the technical proposals. Since the technical proposal will primarily determine the capability of the Proposer to perform the tasks stated in the

Specifications/ Statement of Work, it should not merely offer to perform the work in accordance with the Statement of Work but shall outline the implementation approach as specifically as possible. The technical proposal should generally follow the outline of the evaluation factors described below:

1. Document Entitled – Technical Proposal Questionnaire – Charter Bus Services

SECTION I - COST OR PRICING DATA/COST BREAKDOWN

AISD expects that this Agreement will be awarded based upon adequate price competition. However in order to determine the prices are fair and reasonable, AISD reserves the right to request the Proposer provide cost or pricing data/cost breakdown to support proposed prices. Information to support unit prices should include, but not be limited to, the following:

1. Salary/wage information with associated payroll expenses, for personnel to be used in performance of the contract;

2. Cost for equipment, supplies, and consumable materials;

3. A breakout of related support costs, such as equipment maintenance, rental, transportation, etc.;

4. Overhead costs;

5. General Administrative expenses

6. Profit

If the Proposer is unwilling, in any circumstance to submit cost or pricing data or a cost breakdown, a statement to this effect shall be included in the offer.

REQUEST FOR PROPOSAL # 3715-27.09 Page 19 of 20

SECTION I – DISCLOSURE OF INTERESTED PARTIES

Any Proposer that is to be awarded a contract with AISD that either (1) requires an action or vote by the school district before the contract may be signed, or (2) has a value of at least $1 million, must first file

FORM 1295 with the Texas Ethics Commission as per Section 2295.90 Texas Government Code. AISD will not issue a contract with the awarded Proposer until this process has been completed and formally acknowledged by the AISD Procurement Representative.

The Proposer to be awarded the contract with AISD, upon notice from the District, will need to access the

Texas Ethics Commission web site, https://www.ethics.state.tx.us. Instructions for accessing the required document from the Texas Ethics Commission website are as follows:

i. Select “File Reports Electronically” from the far left hand column.

ii. From the “File Reports Electronically” list, select “Form 1295 Certificate of Interested Parties Filing”

iii. Next, you will need to “Log IN” to create/complete your certificate. If you require assistance, there are links to instruction videos and a list of Frequently Asked Questions (FAQ). The first time you sign in to file, you will be required to set up User ID and Password.

iv. When filling out the information to create the “Certificate of Interested Parties”, enter the RFP number/purchase order number/cooperative contract number/etc., followed by the vendor name, in the “Contract ID Number” field.

Upon completion of certificate, scan a copy, and e-mail to the AISD Procurement Representative. Once the completed certificate has been received and verified, a Purchase Order / Contract will be issued.

END OF SECTION I

SECTION J – EVALUATION FACTORS FOR AWARD

SECTION J – BEST VALUE FOR THE DISTRICT

AISD intends to make an award resulting from this solicitation to the Proposer that offers the best value to the District.

A. Proposer should submit their best proposal initially .

B. The District reserves the right to contact any Proposer for clarification after Proposals are opened and/or to further negotiate with any Proposer if such is legally permitted and deemed desirable by District. The communications restrictions above shall not apply to interaction with prohibited individuals during District-requested presentations, in a duly called open meeting of the Board of Trustees.

C. AISD may at its sole discretion, (1) reject any and all offers if such action is in the best interest of AISD;

(2) accept other than the lowest priced offer if it is unreasonably low; (3) waive informalities or minor irregularities in offers received; (4) to split awards, make multiple awards in any…