2-LISD Vendor Packet rev. 7.24.24 1 .pdf

VENDOR

PACKET

Page 1 of 21 rev. 7/24/2024

Form W-9 (Rev. October 2018) Department of the Treasury Internal Revenue Service

Request for Taxpayer Identification Number and Certification

▶ Go to www.irs.gov/FormW9 for instructions and the latest information.

Give Form to the requester. Do not send to the IRS.

P ri nt o r ty p e.

S ee S p ec ifi c

In st ru ct io ns o n p ag e 3.

1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank.

2 Business name/disregarded entity name, if different from above

3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes.

Individual/sole proprietor or single-member LLC

C Corporation S Corporation Partnership Trust/estate

Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ▶

Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner.

Other (see instructions) ▶

4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3):

Exempt payee code (if any)

Exemption from FATCA reporting code (if any)

(Applies to accounts maintained outside the U.S.)

5 Address (number, street, and apt. or suite no.) See instructions.

6 City, state, and ZIP code

Requester’s name and address (optional)

7 List account number(s) here (optional)

Part I Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later.

Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter.

Social security number or Employer identification number

Part II Certification Under penalties of perjury, I certify that:

1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and

2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue

Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and

3. I am a U.S. citizen or other U.S. person (defined below); and

4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.

Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.

Sign Here

Signature of U.S. person ▶ Date ▶

General Instructions Section references are to the Internal Revenue Code unless otherwise noted.

Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9.

Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following.

• Form 1099-INT (interest earned or paid)

• Form 1099-DIV (dividends, including those from stocks or mutual funds)

• Form 1099-MISC (various types of income, prizes, awards, or gross proceeds)

• Form 1099-B (stock or mutual fund sales and certain other transactions by brokers)

• Form 1099-S (proceeds from real estate transactions)

• Form 1099-K (merchant card and third party network transactions)

• Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition)

• Form 1099-C (canceled debt)

• Form 1099-A (acquisition or abandonment of secured property)

Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN.

If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later.

Cat. No. 10231X Form W-9 (Rev. 10-2018)Page 2 of 22 rev. 7/24/2024

☐My company only has one location (already listed on W‐9 form).

4. Store Number/Store Name:

VENDOR FORM

STORE LOCATIONS

List all store locations under vendor EIN number disclosed on W‐9 form (page 2 of this vendor packet):

1. Store Number/Store Name:

Address, City, State, Zip:

2. Store Number/Store Name:

Address, City, State, Zip:

3. Store Number/Store Name:

Address, City, State, Zip:

Address, City, State, Zip:

5. Store Number/Store Name:

Address, City, State, Zip:

6. Store Number/Store Name:

Address, City, State, Zip:

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Name of Authorized Representative:

Title:

Phone: Email:

☐ Same as above

Phone: Email:

☐ Emailed: ☐Mailed:

Email Address:

Bid/Proposal Requests:

Quote Requests:

Address, City, State, Zip Code:

VENDOR FORM

PURCHASE ORDER DELIVERY METHOD

CONTACT INFORMATION

It is the vendor's responsibility to notify Laredo ISD's Procurement Department of any updates/revisions needed on this vendor packet.

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Page 5 of 21 rev. 7/24/2024

LISD VENDOR PAYMENT METHOD FORM

Please indicate your company’s preferred method of payment:

Check (complete A-G and L-N) ACH Deposit (complete A-N)

A. Vendor Name:

B. LISD Vendor Number (to be completed by LISD Mgmt):

C. Tax ID/SSN Number:

D. Vendor Mailing Address:

E. Vendor Phone Number:

F. Accounts Receivable Email Address:

(Note: Email address required to receive detailed deposit notifications.)

G. Accounts Receivable Contact Phone:

L. Printed Name of Authorized Vendor Representative:

M. Signature of Authorized Vendor Representative:

*By signing above you agree to the following terms/conditions:

• We understand that ALL payments will remit via payment method indicated above.

• We will notify LISD of any change to account info 10 days prior to change in order to avoid returned payments or delay in payments.

N. Date Signed by Authorized Vendor Representative:

If ACH payment method was selected, the following backup MUST be submitted with this form and MUST include: the name on the account, the account number, and the ABA routing number.

• Checking account - attach a voided check or a letter from the bank

• Savings account - attach a pre-printed deposit slip and the 1st page of a recent bank statement (only if

“name” on the account is not on the deposit slip)

*Skip this section if payment method selected is “check.”

H. Bank Name:

I. Type of Account: Checking Savings

ABA Routing Number (9 digits):

Bank Account Number:

Please indicate the type of commodities your company provides (check all that apply):

VENDOR FORM

☐ Trophies, Medals, Awards ☐ Screen Printing Services ☐ Apparel ☐ Embroidery Services

☐ Drinkware, stationary, smaller items ☐ Other: ____________________________________

☐ Athletics ☐ Cheer ☐ Band ☐ Dance

☐ Mariachi ☐ Other: _____________________________________

☐ Office ☐ Classroom

☐ Professional Services: ☐ Medical/Health Services:

☐ Architectural Engineering Services ☐ Physical Therapy ☐ Structural Engineering Services ☐ Audiology ☐ Civil Engineering Services ☐ Psychological ☐ Mechanical Engineering Services ☐ Physicals/Drug Testing ☐ Electrical Engineering Services ☐ Ambulance Services

☐ Plumbing Engineering Services ☐ Other: _________________ ☐ Fire Protection Engineering Services

☐ Non-Professional Services:

☐ Construction Services ☐ Deaf Interpreter Services

☐ Professional Development ☐ Maintenance/Repair Services: ☐ Musical Instrument Repair

☐ Plumbing Maintenance/Repair Services ☐ Other: _________________ ☐ Electrical Services ☐ HVAC Services ☐Workshops/ Conferences/Events ☐ Fence/Gate Repair Services

☐ Elevator Maintenance ☐ Other: ____________________________________

☐ Other: __________________________

Furniture

Services

Promotional/Incentive Products

Apparel, Uniforms and Footwear

Page 6 of 21 rev. 7/24/2024

☐ Yes ☐ No

☐ Yes ☐ No

If yes, please list the following:

Did you retire with the Teachers Retirement System of Texas?

☐ Yes ☐ No

☐ Yes ☐ No

Signature Date

Have any of your employees/independent contractors that will provide services to the District retired from the Teacher Retirement System of Texas?

I am aware that I will be responsible for any surcharges made by the Teachers Retirement System of Texas.

Surcharges will be based on TRS regulations and guidelines.

Have you ever been employed as a full or part‐time employee at Laredo Independent School District?

First day of employment:

Last day of employment:

Job title last held:

Name of supervisor:

Are you currently a full or part‐time employee at Laredo Independent School District?

VENDOR FORM

EMPLOYMENT HISTORY

Page 7 of 21 rev. 7/24/2024

☐My company has not been certified as a HUB.

My company is certified in the following categories:

☐Minority Owned Business

☐Women Owned Business

☐ Service‐Disabled Veteran Owned Business

Certification Number: Name of Certifying Agency:

Is your company's principal place of business established within the state of Texas?

☐ Yes ☐ No

Does your company employ at least 500 people within the state of Texas?

☐ Yes ☐ No

VENDOR FORM

HISTORICALLY UNDERUTILIZED BUSINESS (HUB) CERTIFICATION

A vendor that has been certified as a Historically Underutilized Business (also known as a Minority/Women Business Enterprise or “MWBE” and all referred to in this form as a “HUB”) is encouraged to indicate its HUB certification.

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Yes, I agree (initials of authorized representative)

Yes, I agree (initials of authorized representative)

REQUIRED CONTRACT PROVISIONS FOR NON-FEDERAL ENTITY CONTRACTS

CERTIFICATION OF COMPLIANCE WITH HOUSE BILL 89

Vendor certifies that it is in compliance with all applicable provisions of the House Bill 89. The vendor, under the provisions of Subtitle F, Title 10, Government Code Chapter 2270, must comply with the following:

1. Vendor does not boycott Israel currently; and

2. Vendor will not boycott Israel during the terms of the contract.

This certification does not apply if the Vendor is a sole proprietorship, if the Vendor has less than 10 employees or if the contract has a value of less than $100,000 that is to be paid wholly or partly from public funds of the governmental entity.

CERTIFICATION OF COMPLIANCE WITH SENATE BILL 252

Vendor certifies that it is in compliance with all applicable provisions of the Senate Bill 252. The vendor, pursuant to Texas Government Code, Chapter 2252, Section 2252.152 and Section 2252.153, certifies that the company is not listed on the website of the comptroller of the State of Texas concerning the listing of companies that are identified under Section 806.051, Section 807.051 or Section 2253.153. Vendor certifies that should the referenced company enter in to a contract that is on said listing of companies on the website of the Comptroller of the State of Texas which do business with Iran, Sudan or any Foreign Terrorist

Organization, Laredo ISD will be immediately notified.

CERTIFICATION OF COMPLIANCE WITH SENATE BILL 13

If Contractor is a company with 10 or more full-time employees and if this Agreement has a value of at least $100,000 or more, Contractor verifies that, pursuant to Texas Government Code Chapter 2274, it does not boycott energy companies; and will not boycott energy companies during the term of the Agreement. This verification is not required for an agreement where a governmental entity determines that these requirements are inconsistent with the governmental entity’s constitutional or statutory duties related to the issuance, incurrence, or management of debt obligations or the deposit, custody, management, borrowing, or investment of funds.

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Yes, I agree (initials of authorized representative)

CERTIFICATION OF COMPLIANCE WITH SENATE BILL 2116

Contractor verifies that, pursuant to Texas Government Code Chapter 2274, it is not a company owned by or the majority of the stock or other ownership interest of the company is held or controlled by (1) individuals who are citizens of China, Iran, North Korea, Russia, or a designated country; or owned or controlled by citizens of or is directly controlled by the government of China, Iran, North Korea, Russia, or a designated country; or headquartered in China, Iran, North Korea, Russia, or a designated country. The prohibition applies regardless of whether the company’s or its parent company’s securities are publicly traded; or the company or its parent company is listed on a public stock exchange as a Chinese, Iranian, North Korean, or Russian company.

CERTIFICATION OF COMPLIANCE WITH SENATE BILL 19

If Contractor is a company with 10 or more full-time employees and if this Agreement has a value of at least

$100,000 or more, Contractor verifies that, pursuant to Texas Government Code Chapter 2274, it does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association;

and will not discriminate during the term of the contract against a firearm entity or firearm trade association.

This verification is not required for an agreement with a sole-source provider; or a governmental entity that does not receive bids from a company that is able to provide this verification.

Pursuant to Texas Family Code, Section 231.006, a child support obligor who is more than thirty (30) days delinquent in paying child support or a business entity in which the child support obligor is a sole proprietor, partner, shareholder, or owner with an ownership interest of at least twenty-five percent (25%) is not eligible to receive payments from State funds under a contract to provide property, materials, or services until all arrearages have been paid; the obligor is in compliance with a written repayment agreement or court order as to the existing delinquency; or a court of continuing jurisdiction over the child support order has granted the obligor an exemption as part of a court-supervised effort to improve earnings and child support payments.

The undersigned proposer certifies that he or she, as the proposing individual, or the proposing business entity named in this contract, bid or application, is not ineligible under Section 231.006 of the Texas Family Code, to receive the specified grant, loan or payment, and acknowledges that a contract resulting from this solicitation may be terminated and payment may be withheld if the certification provided herein is found to be inaccurate.

NOTE: Owners not owning at least twenty-five percent (25%) of the business entity submitting this proposal need not execute this certification and acknowledgement.

CERTIFICATION OF COMPLIANCE WITH TEXAS FAMILY CODE PROVISION

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Yes, I agree (initials of authorized representative)

(A) Contracts for more than the simplified acquisition threshold currently set at $250,000, which is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition

Regulations Council (Councils) as authorized by 41 U.S.C. 1908, must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms, and provide for such sanctions and penalties as appropriate.

(B) Pursuant to Federal Rule (B), when federal funds are expended by Laredo ISD, Laredo ISD reserves the right to immediately terminate any agreement in excess of $10,000 resulting from this procurement process in the event of a breach or default of the agreement by Vendor, in the event vendor fails to: (1) meet schedules, deadlines, and/or delivery dates within the time specified in the procurement solicitation, contract, and/or a purchase order; (2) make any payments owed; or (3) otherwise perform in accordance with the contract and/or the procurement solicitation. Laredo ISD also reserves the right to terminate the contract immediately, with written notice to vendor, for convenience, if Laredo ISD believes, in its sole discretion that it is in the best interest of Laredo ISD to do so. The vendor will be compensated for work performed and accepted and goods accepted by Laredo ISD as of the termination date if the contract is terminated for convenience of Laredo ISD.

Any award under this procurement process is not exclusive and Laredo ISD reserves the right to purchase goods and services from other vendors when it is in the best interest of Laredo ISD.

REQUIRED CONTRACT PROVISIONS FOR FEDERAL ENTITY CONTRACTS

UNDER FEDERAL AWARDS – APPENDIX II TO 2 CFR PART 200

(C) Equal Employment Opportunity. Except as otherwise provided under 41 CFR Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-1.3 must include the equal opportunity clause provided under 41 CFR 60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by

Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 CFR part 60, “Office of Federal Contract Compliance

Programs, Equal Employment Opportunity, Department of Labor.”

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(D) Davis-Bacon Act, as amended (40 U.S.C. 3141-3148). When required by Federal program legislation, all prime construction contracts in excess of $2,000 awarded by non-Federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts

Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-Federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in

Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency.

(E) Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708). Where applicable, all contracts awarded by the non-Federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence.

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Yes, I agree (initials of authorized representative)

(G) Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 12511387), as amended—Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non-Federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C.

1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).

(F) Rights to Inventions Made Under a Contract or Agreement. If the Federal award meets the definition of “funding agreement” under 37 CFR §401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and

Cooperative Agreements,” and any implementing regulations issued by the awarding agency.

(H) Debarment and Suspension (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management

(SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549.

Pursuant to Federal Rule (H), when federal funds are expended by Laredo ISD, the vendor certifies that during the term of an award for all contracts by Laredo ISD resulting from this procurement process, the vendor certifies that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.

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( ) y y g ( ) pp y g $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used

Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by

31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-

Federal award.

Pursuant to Federal Rule (I) above, when federal funds are expended by Laredo ISD, the vendor certifies that during the term and after the awarded term of an award for all contracts by Laredo ISD resulting from this procurement process, the vendor certifies that it is in compliance with all applicable provisions of the Byrd Anti-

Lobbying Amendment (31 U.S.C. 1352). The undersigned further certifies that:

(1) No Federal appropriated funds have been paid or will be paid for on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of congress, or an employee of a Member of Congress in connection with the awarding of a Federal contract, the making of a Federal grant, the making of a Federal loan, the entering into a cooperative agreement, and the extension, continuation, renewal, amendment, or modification of a Federal contract, grant, loan, or cooperative agreement.

(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of congress, or an employee of a Member of Congress in connection with this Federal grant or cooperative agreement, the undersigned shall complete and submit Standard Form LLL, “Disclosure Form to Report Lobbying”, in accordance with its instructions.

(3) The undersigned shall require that the language of this certification be included in the award documents for all covered sub-awards exceeding $100,000 in Federal funds at all appropriate tiers and that all sub recipients shall certify and disclose accordingly.

RECORD RETENTION REQUIREMENTS FOR CONTRACTS PAID FOR WITH FEDERAL

FUNDS – 2 CFR § 200.333

When federal funds are expended by Laredo ISD for any contract resulting from this procurement process, the vendor certifies that it will comply with the record retention requirements detailed in 2 CFR § 200.333. The vendor further certifies that vendor will retain all records as required by 2 CFR § 200.333 for a period of three years after grantees or sub grantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.

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Yes, I agree (initials of authorized representative)

Yes, I agree (initials of authorized representative)

Vendor certifies that vendor is in compliance with all applicable provisions of the Buy America Act. Purchases made in accordance with the Buy America Act must still follow the applicable procurement rules calling for free and open competition.

Schools participating in NSLP are required to use CNP funds to buy domestic products for meals served in the programs.

Domestic means produced/processed in US.

51% of final product must be grown domestically.

Vendor: Before making an exception for non-domestic foods please provide documentation to show:

1. The cost of the domestic food is significantly higher in price than the non-domestic food.

2. A domestic alternative food was considered.

3. A non-domestic food is used because the domestic food is not produced or manufactured in sufficient and reasonable available quantities of a satisfactory quality.

When federal funds are expended by Laredo ISD for any contract resulting from this procurement process in excess of $100,000, the vendor certifies that the vendor is in compliance with all applicable standards, orders, regulations, and/or requirements issued pursuant to the Clean Air Act of 1970, as amended (42 U.S.C. 1857(h)), Section 508 of the Clean Water Act, as amended (33 U.S.C. 1368), Executive Order 117389 and Environmental

Protection Agency Regulation, 40 CFR Part 15.

CERTIFICATION OF COMPLIANCE WITH THE ENERGY POLICY AND CONSERVATION ACT

When federal funds are expended by Laredo ISD for any contract resulting from this procurement process, the vendor certifies that the vendor will be in compliance with mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub. L. 94-163, 89 Stat. 871).

CERTIFICATION OF COMPLIANCE WITH EPA REGULATIONS

CERTIFICATION OF COMPLIANCE WITH BUY AMERICA PROVISIONS

CERTIFICATION OF NON-COLLUSION STATEMENT

Vendor certifies under penalty of perjury that its response to this procurement solicitation is in all respects bona fide, fair, and made without collusion or fraud with any person, joint venture, partnership, corporation or other business or legal entity.

Vendor agrees to comply with all federal, state, and local laws, rules, regulations and ordinances, as applicable. It is further acknowledged that vendor certifies compliance with all provisions, laws, acts, regulations, etc. as specifically noted above.

Signature of Authorized Representative Date Page 15 of 21 rev. 7/24/2024

Certification of Criminal History Record Information

SB 9, passed during the 80Ih Legislative Session, requires that all Texas public school districts receive certification from any entity with which it contracts to provide services that it has obtained a criminal history background check on all employees hired before January 1, 2008 who (1) have continuing duties related to contracted services; and (2) have direct contact with students.

Although state law provides guidance as to which employees must have a criminal background check, there is no specific definition or description as to what equals an employee who (1) has continuing duties related to contracted services; and (2) has direct contact with students. The law states that the Commissioner of Education may adopt rules necessary to implement this requirement;

however, at this time none have been adopted. Therefore, all entities and individuals who contract with the District to perform services, must complete the attached LISD Form Certification of Criminal

History Record Information, that includes an information sheet related to the services to be performed and the duties related to those services that employees will be performing and the type of contact that those employees might have with students.

• Employees who are hired by an entity that contracts with a school district after January 1, 2008 must submit to a national criminal history record information review which may include fingerprints and photographs before serving in the capacity described. At any time, a school district administrator, including a campus principal or designee, may request copies of the actual criminal background check or national criminal history record information review which may include fingerprints and photographs from the entity or individual who has contracted with the school district or may obtain from any law enforcement or criminal justice agency all criminal history record information that relates to an individual described above.

The required criminal history record information can be obtained from either of the following:

A law enforcement or criminal justice agency

A private entity that is a consumer reporting agency governed by the Fair Credit Reporting Act (15

U.S.C. Section 1681 et seq.)

The school district may not allow any employee of the entity or an individual to serve at the district if information is obtained through this review that the employee has been convicted of one of the following:

(1) A Title 5 felony offense:

(2) An offense requiring the individual to register as a sex offender:

(3) An offense under the laws of another state or federal law that is equivalent to a Title 5 felony in the state of

Texas or that would require registration in the Texas sex offender databank.

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Certification of Criminal History Record Information

Vendor:__________________________________________________________________

Name

Address / City / State / Zip Code

Answer Y for Yes or N for No:

S e c ti o n

□ Will employees, including yourself, have continuing duties related to the proposal named above?

Until it receives further guidance, the District considers "continuing duties" to mean repetitive work duties rather than a onetime appearance or engagement.

□ Will those employees, including yourself, have direct contact with students?

Until it receives further guidance, the District considers "direct contact" to mean services that may be performed independently from school district staff involvement. Direct contact can include chance contact such as performing routine inspections or maintenance; contact with groups of students during organized activities; or more obvious examples such as tutoring or therapy.

If either question is "no", vendor should complete section 2 of this form.

If answer to both questions is "yes", vendor should complete section 3 of this form.

I agree and understand employees of the company or individuals, including myself, who have not received the required criminal background check because the above description does not apply to them/myself will be considered visitors when on school campus and must follow school district and campus policies related to visitors on school campuses including clearance through the

District RAPTOR system.

S e c ti o

Signature of Vendor Date

Print Name

I, ____________________________________________, certify that all employees, including myself, of the company that I own, operate, or manage, or myself as an independent contractor who have continuing duties related to the service to be performed on a Laredo Independent School

District Campus and who also have direct contact with students have undergone the required criminal history background check or national criminal history record information review which may include fingerprints and photographs and that no prohibited contact as described herein was revealed. The District reserves the right to request an actual Criminal History report. I, including my employees will be considered visitors when on school campuses and must follow district policies related to visitors, including clearance through the District RAPTOR system.

S e c ti o

Signature of Vendor Date

Print Name

Page 17 of 21 rev. 7/24/2024

Felony Conviction Notification

Vendor’s Name:

Authorized Representative of Company (please print):

Please check one box and sign the form in the appropriate space(s):

A. Firm is a publicly held corporation therefore, this reporting requirement is not applicable.

B. Firm is not owned nor operated by anyone who has been convicted of a felony.

C. Firm is owned and operated by the following individual(s) who has/have been convicted of a felony:

Name(s):

Details of Conviction(s):

I, the undersigned agent for the firm named below, certify that the information concerning notification of felony convictions has been reviewed by me and the information furnished is true to the best of my knowledge.

Signature of Company Official: _____________________________

Date

Texas Education Agency Code, Section 44.034, Notification of Criminal History, Subsection (a), states "a person or business entity that enters into a contract with a school district must give advance notice to the district if the person or an owner or operator of the business entity has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony."

Subsection (b) states "a school district may terminate a contract with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a) or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract."

This notice is not required of a PUBLICLY-HELD CORPORATION.

Page 18 of 21 rev. 7/24/2024

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.

Page 19 of 21 rev. 7/24/2024

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 1/1/2021Page 20 21 rev. 7/24/2024

CERTIFICATE OF INTERESTED PARTIES – FORM 1295

Definitions and Instructions for Completing Form 1295 Laredo Independent School District is required to comply with House Bill 1295, which amended the Texas Government Code by adding Section 2252.908, Disclosure of Interested Parties. Section 2252.908 prohibits Laredo Independent School District, or its cooperative members, from entering into a contract resulting from this RFP with a business entity unless the business entity submits a Disclosure of Interested Parties – Form 1295 to Laredo Independent School District at the time the business entity submits the signed contract. The Texas Ethics Commission has adopted rules requiring the business entity to file Form 1295 electronically with the Texas Ethics Commission.

As a “business entity,” all vendors must electronically complete, print, sign, and submit Form 1295 with their proposals or contracts even if no interested parties exist.

Proposers must file Certificate of Interested Parties – Form 1295 with the Texas Ethics Commission using the following online application: https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm

Proposers must use the filing application on the Texas Ethics Commission’s website (see link above) to enter the required information on Form 1295.

Proposers must print a copy of the completed form, which will include a certification of filing containing a unique certification number.

The Form 1295 must be printed and then signed by an authorized agent of the business entity.

The completed Form 1295 with the certification of filing must be filed with Laredo Independent School District by including a copy of the completed form with the proposal response.

Laredo Independent School District must acknowledge the receipt of the filed Form 1295 by notifying the Texas Ethics

Commission of the receipt of the filed Form 1295 no later than the 30th day after the Laredo Independent School District receives the disclosure.

After Laredo Independent School District acknowledges the Form 1295, the Texas Ethics Commission will post the completed Form 1295 to its website within seven (7) business days after receiving notice from Laredo Independent School District.

Instructions to Vendors:

1. Read these instructions,

2. Go to the Ethics Commission Website https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm,

3. Register and complete Form 1295 online – include the proposal number, the contract/RFP name, and a short description of the services, goods, or other property.

4. Print a copy of the submitted Form 1295 - it will have a certification # in the top right corner,

5. Include a copy of the completed, signed Form 1295 with the proposal response.

Definitions:

Contract means a contract between Laredo Independent School District and/or its cooperative members and a business entity at the time it is voted on by the Laredo Independent School District or at the time it binds the Laredo Independent School District, whichever is earlier, and includes an amended, extended, or renewed contract.

Business Entity includes an entity through which business is conducted with Laredo Independent School District and/or its cooperative members, regardless of whether the entity is a for-profit or nonprofit entity. The term does not include a governmental entity or State agency.

Controlling Interest means:

1) an ownership interest or participating interest in a business entity by virtue of units, percentage, shares, stock, or otherwise that exceeds ten percent (10%);

2) membership on the board of directors or other governing body of a business entity of which the board or other governing body is composed of not more than ten (10) members; or

3) service as an officer of a business entity that has four (4) or fewer officers, or service as one of the four (4) officers most highly compensated by a business entity that has more than four (4) officers. This section does not apply to an officer of a publicly held business entity or its wholly owned subsidiaries.

Interested Party means:

1) a person who has controlling interest in a business entity with whom Laredo Independent School District and/or its cooperative members’ contracts; or

2) an intermediary.

Intermediary: a person who actively participates in the facilitation of the contract or negotiation the contract, including a broker, advisor, attorney, or representative of or agent for the business entity who:

1) receives compensation from the business entity for the person’s participation;

2) communicates directly with the Laredo Independent School District and/or its cooperative members on behalf of the business entity regarding the contract; and

3) is not an employee of the business entity or of an entity with a controlling interest in the business entity.

Signed includes any symbol executed or adopted by a person with present intention to authenticate a writing, including an electronic signature.

Value of a contract is based on the amount of consideration received or to be received by the business entity from the Laredo Independent School District and/or its cooperative members under the contract.

Resources:

Form 1295 Frequently Asked Questions: https://www.ethics.state.tx.us/whatsnew/FAQ_Form1295.html Instructional Video – First Time Business User:

https://www.ethics.state.tx.us/filinginfo/videos/Form1295/FirstLogin-Business/Form1295Login-Business.html Instructional Video – How to Create a Certificate:

https://www.ethics.state.tx.us/filinginfo/videos/Form1295/CreateCertificate/CreateCertificate.html

Page 21 of 21 rev. 7/24/2024 https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm https://www.ethics.state.tx.us/whatsnew/FAQ_Form1295.html https://www.ethics.state.tx.us/filinginfo/videos/Form1295/FirstLogin-Business/Form1295Login-Business.html https://www.ethics.state.tx.us/filinginfo/videos/Form1295/CreateCertificate/CreateCertificate.html

LISD_Vendor_Packet_rev._2.1.24