2-RFP 25-030 Lease of SAISD Vacant Buildings Final.pdf

SAN ANTONIO INDEPENDENT SCHOOL DISTRICT

REQUEST FOR PROPOSALS

FOR THE LEASE OF VACANT SAISD BUILDINGS

RFP No. 25-030

The San Antonio Independent School District (“SAISD” or the “District”) is soliciting proposals1 from qualified organizations (“Offeror”) for the lease and repurposing of designated SAISD’s vacant buildings and grounds (“Property” or “Properties”).

SAISD and Offeror may be collectively referred to as “parties”. SAISD will only consider timely submitted proposals. SAISD may select the proposal which was timely submitted, responsive to the RFP specifications, and most satisfies the interests of SAISD, as determined by SAISD in its sole discretion. However, SAISD is not required to select or accept any proposal and may reject all submissions.

Properties. Community-based partners are being afforded an opportunity to submit proposals to lease the Properties so long as the use of the Property also serves the community interests and furthers a District purpose. The primary goal is to transform the Properties into productive assets that address community needs and advances a District purpose, as identified through extensive public engagement. The following will be considered:

Purpose and Objectives The SAISD seeks to partner with organizations that will:

• Align with community priorities: Your proposed use must be in sync with the community's feedback gathered through our repurposing survey. The repurposing objectives are considered to also advance a District purpose, that being the support or facilitation of community, District, parent, and student interests;

• Provide a sustainable and long-term solution: Proposals should include a comprehensive business plan that demonstrates the project's long-term viability and ability to cover all operational costs; and

• Benefit the community directly: The proposed use of the property should offer a tangible and lasting benefit to the residents of San Antonio, particularly those in the immediate neighborhood of the site.

Available Properties The available Properties are listed below and linked to the fact sheets and site layouts. We encourage all interested parties to review the list and assess the properties' suitability for their intended use. Please note that property details, including square footage and specific conditions, are listed on each page.

• Brewer Fact Sheet | Site Layout

• Douglass Fact Sheet | Site Layout

• Gonzales Fact Sheet | Site Layout

• Lamar Fact Sheet | Site Layout

• Pickett Fact Sheet | Site Layout

• Facilities Condition Assessment for the locations listed above

“AS IS” Transaction. The proposed transaction (stemming from acceptance of a proposal and execution of a lease) is an arm’s-length agreement between the parties. The lease terms for the Property are made on the basis of an “AS IS, WHERE IS” condition of the Property and reflects the agreement of the parties that there are no representations, disclosures, or express or implied warranties, except those in the lease and this RFP. Further, Offeror is not relying on any information regarding the Property provided by SAISD’s employees and representatives. Offeror shall rely on its own inspection and the representations and the warranties, if any, contained in the lease and this RFP. The District makes no representation as to the accuracy of the size of the Property. The approximate area of the Property, if provided, is a general statement of the quantity of space, more or less. Proposals will not be adjusted based on the actual square footage of the Property.

Facility Conditions Assessment To aid in the development of a comprehensive and realistic proposal, all applicants are required to review the Facility Conditions Assessment (FCA) for their Property of interest. The FCA for each Property can be found linked in

1 This solicitation is not an offer to lease the Property. Rather, submitted proposals are considered offers to SAISD to lease the Property for the intended project and in accordance with the RFP requirements. SAISD reserves the right to give other parties the opportunity to make an offer to lease the Property as may be required by applicable law.

https://saisd.iad1.qualtrics.com/public-dashboard/v0/dashboard/web/66e99362e62a7c0008593d94/pages/Page_f7400e89-5d62-410b-ba37-cc269bf3ed74/view?language=EN https://drive.google.com/file/d/1D4dV0TsN6RNC2oVskdiOsrzL4Rld_AOy/view https://drive.google.com/file/d/14ppGKWu8u7NVeWYBXQW8eCrdlDDADAsn/view?usp=sharing https://drive.google.com/file/d/1uxpMUCmKDyAv-RvXlCcjJPAxoowLOo6y/view?usp=drive_link https://drive.google.com/file/d/1uxpMUCmKDyAv-RvXlCcjJPAxoowLOo6y/view?usp=drive_link https://drive.google.com/file/d/10m1PV7OHnYPc90C_HQiz1n4qhQeNULxq/view?usp=sharing https://drive.google.com/file/d/1Zhl_pmmZPYiXdsI_QdH7afZ3evOuH-0-/view?usp=sharing https://drive.google.com/file/d/1Zhl_pmmZPYiXdsI_QdH7afZ3evOuH-0-/view?usp=sharing https://drive.google.com/file/d/16EwYYbT1Fa-q2wzG3l-Vn77j0k4pUL5Y/view?usp=sharing https://drive.google.com/file/d/1CuaLMkz-BPnJI8mOunFqsB7VpAni93na/view?usp=drive_link https://drive.google.com/file/d/1CuaLMkz-BPnJI8mOunFqsB7VpAni93na/view?usp=drive_link https://drive.google.com/file/d/1HLWVLG4H3yOQdsyhUcZzS6YXIjWXOI4R/view?usp=sharing https://drive.google.com/file/d/1nmyK4qChyR9ccIFi1dK-4Hh-3Bs2vG_K/view?usp=drive_link https://drive.google.com/file/d/1nmyK4qChyR9ccIFi1dK-4Hh-3Bs2vG_K/view?usp=drive_link https://drive.google.com/file/d/1WBKm94w7pj43ZQRuJrnvizN7zBzLZePt/view?usp=sharing https://drive.google.com/file/d/1PMXmS3kh1KYbaTFnMTP6FVC5IessSYjU/view?usp=sharing the list above. This document provides a summary report on the physical condition of the building, including structural integrity, roofing, HVAC systems, plumbing, and electrical infrastructure. The FCA reflects SAISD’s opinion based on available data. Such FCA does not form a warranty, express or implied, of any kind.

Community and District Alignment and Data Proposals must demonstrate a clear understanding of the community's expressed needs and how the proposed project or use will fulfill them, as well as any benefit to the District’s interests. We strongly recommend that all applicants review the results of the SAISD Community Repurposing Survey to inform their proposals. The survey data provides a detailed breakdown of community preferences (which also furthers District objectives) by facility and zip code, which will be a significant factor in the evaluation process. Proposals that do not align with these expressed priorities will be given lower preference.

Financial and Operational Responsibilities Lessees will be solely responsible for all financial and operational obligations related to the Property. This includes, but is not limited to:

• All utility costs (electricity, water, gas, internet, etc.).

• All insurance costs, including liability and property insurance.

• All regulatory and compliance costs, including permits and licenses.

• All maintenance and repair costs, including the maintenance of the building's envelope, grounds, and all building systems, such as the HVAC system.

Proposal Requirements Each proposal must include, but is not limited to, the following sections:

• Executive Summary: A concise overview of your organization and the proposed project.

• Organizational Information: Details about your organization's mission, experience, and legal structure.

• Project Description: A detailed plan for the proposed use of the property, including a timeline for development and implementation.

• Project Timeline: A description of the project timeline and schedule for completion.

• Lease type and length: A detailed description of the proposed lease type and length. SAISD will consider the following lease types:

o Full Facility Lease – Leasing entire facility for alternative uses that align with district goals and community needs.

o Full Facility Lease with Sub-Leasing Option - Leasing entire facility, and sub-leasing specific areas within the facility for educational, community, or commercial use.

o Ground Lease Agreements – Long-term leasing of land for development or adaptive reuse, while retaining district ownership.

• Community Alignment Statement: A specific section detailing how the proposal aligns with the community survey data and what District and community benefits will be provided.

• Financial Plan: A comprehensive budget including projected costs for renovation, operations, and a clear revenue model to ensure sustainability. This budget should reflect the findings of the facility conditions assessment. Financial plans should also include intent to sublease if applicable.

• Maintenance and Security Plan: An outline of how your organization will maintain the property and ensure its security.

• Required Appendices: Include floor plans, zoning requirements, and any other relevant documentation if modifications to the buildings are being proposed.

Evaluation Process and Criteria. Proposals will be evaluated and selected based on the following criteria and procedure:

Process

The evaluation and selection process will be a two-step process for each Property.

Step one – Qualifications

1. Timely submitted proposals will be evaluated based on the evaluation criteria further below. Following this step-one evaluation, the selection committee will develop a shortlist of the top-ranked firm(s) to proceed to step two.

2. No more than (45) days following the receipt of the proposals, the short-listed firm(s) will be scheduled for an in-person interview and/or give a presentation during the week beginning October 25, 2025 – November 3, 2025, and will proceed to step two.

https://saisd.iad1.qualtrics.com/public-dashboard/v0/dashboard/web/66e99362e62a7c0008593d94/pages/Page_f7400e89-5d62-410b-ba37-cc269bf3ed74/view?language=EN

Step two – Interview/Presentation

1. Interviews and/or presentations will be scheduled with the top-ranked firm(s) and the selection committee and/or other

SAISD representatives. At any time during step two, SAISD may ask firms questions and request additional information for clarification on proposals. SAISD reserves the right to re-evaluate proposals based on interviews and/or presentations.

2. Following interviews/presentations, the selection committee will recommend a proposal(s) to the Board of Trustees at the next available Board meeting.

Notwithstanding the foregoing process, SAISD shall always have, relative to each Property, the discretion and right to: reject all proposals; shortlist a single firm, multiple firms or none; proceed with a recommendation or award regardless of a firm’s inability to attend the step-two interview/presentation; not recommend a proposal to the Board of Trustees; extend evaluation and selection timelines; negotiate terms of the proposal; suspend or terminate this RFP; and award or not award a lease.

Criteria

• Community and District Alignment (40%): The degree to which the proposal aligns with the expressed needs of the community and the District.

• Feasibility and Sustainability (30%): The project's financial and operational viability.

• Organizational Capacity (20%): The organization's experience and ability to successfully execute the project.

• Completeness and Clarity (10%): The completeness, quality and thoroughness of the submitted proposal

SPECIFICATIONS AND INSTRUCTIONS

PLEASE READ THESE SPECIFICATIONS AND INSTRUCTIONS CAREFULLY. BY SUBMITTING A PROPOSAL, OFFEROR AGREES TO FOLLOW THESE SPECIFICATIONS AND INSTRUCTIONS AND TO BE BOUND THEREOF.

IF OFFEROR CANNOT AGREE TO ALL SPECIFICATIONS AND INSTRUCTIONS, DO NOT SUBMIT A PROPOSAL.

1. No Contact Period; Communications with SAISD. During the period beginning on issuance of this RFP solicitation (on September 5, 2025) and through to the date a lease is fully executed or when the solicitation is officially terminated, Offeror shall comply with the contact restrictions below. Failure to comply with these restrictions may result in disqualification of the Offeror, Offeror’s proposal, cancellation of an award to the Offeror, and/or debarment of the Offeror. Relative to this RFP solicitation or the Property, Offeror and its employees and agents shall:

1.1 Direct all questions and requests for clarification to SAISD’s Procurement Services Department through the electronic bid portal SAISD Bonfire (EUNA) portal;

1.2 Not directly or indirectly contact a member of the District’s Board of Trustees; and

1.3 Not directly or indirectly contact or attempt to contact any District employee without first coordinating such contact with

SAISD’s representative via the portal identified in section 1.1 above.

2. On-Site Property Walk-Through. An on-site Property walk-through will be conducted on dates and times listed below.

Interested parties are encouraged to attend and to review the Property information prior to the on-site walk-through.

School Tours and Question Submission: SAISD will host a series of scheduled tours to allow interested parties to view the available buildings and ask questions. No questions will be answered during the tour, however questions (submitted in writing) will be collected and responded to through addendums to be posted in the bid portal. This is a unique opportunity to gain a firsthand understanding of the spaces. The tours will be held on the following dates and times. Please note that attendance is not mandatory but highly recommended.

https://saisd.bonfirehub.com/portal

Week 1

• Tuesday, September 16, 2025 o 10:00 AM - 11:30 AM: Brewer (906 Merida St.)

o 4:30 PM - 6:00 PM: Lamar (201 Parland Pl.)

• Wednesday, September 17, 2025 o 10:00 AM - 11:30 AM: Pickett (1931 E. Houston) o 2:00 PM - 3:30 PM: Gonzales (518 E. Magnolia Ave.)

• Thursday, September 18, 2025 o 4:30 PM - 6:00 PM: Douglass (318 Martin Luther King)

Week 2

• Tuesday, September 23, 2025 o 10:00 AM - 11:30 AM: Lamar (201 Parland Pl.)

o 4:30 PM - 6:00 PM: Brewer (906 Merida St.)

• Wednesday, September 24, 2025 o 10:00 AM - 11:30 AM: Douglass (318 Martin Luther King) o 4:30 PM - 6:00 PM: Pickett (1931 E. Houston)

• Thursday, September 25, 2025 o 10:00 AM - 11:30 AM: Gonzales (518 E. Magnolia Ave.)

To attend a tour, please RSVP no later than 24 hours prior to the date and time of the tour, using the RSVP form. Be sure to include your organization's name, the names of attendees, and the specific tour(s) you wish to attend. Questions asked during the tours will be compiled and addressed in a public addendum released on October 3, 2025.

3. Offeror's Representations. By submitting a proposal, Offeror represents that:

3.1 The Offeror has carefully read and understands the RFP specifications and Proposal Documents, enclosed and referenced herein.

3.2 The Offeror’s proposal(s) is made in accordance with these RFP specifications and Proposal Documents.

3.3 The Offeror has carefully read and understands the information provided for the Property, to the extent that such information applies to the Property for which the proposal is submitted.

3.4 Offeror’s proposal is made on the basis of Offeror’s preliminary inspections, and not on the basis of any representations of

SAISD or any employee or representative of SAISD.

3.5 If Offeror’s proposal is accepted by SAISD, Offeror shall timely execute the SAISD-approved lease. Offeror shall not assign or transfer interests in its proposal or said lease to another entity or person without SAISD’s advance consent, which may be denied or granted by SAISD in its sole discretion.

4. Questions. Questions regarding this RFP solicitation (including the Property) must be in writing and submitted not later than September 25, 2025, at 4:00 PM (CDT). A response to questions will be issued in the form of an addendum and posted by October 3, 2025 at 3:00 PM (CDT) on the Bonfire portal.

5. Form of Proposal. A proposal must be signed by an authorized representative for the Offeror. All monetary amounts, if any, shall be articulated in both words and numerals, and in case of a discrepancy, the amount articulated by words will prevail.

The Offeror must also submit the following Proposal Documents with its proposal:

Representations and Certifications Form HB 89 Form SB 252 Verification Form Out of State Certification Conflict of Interest Questionnaire (CIQ) https://forms.gle/9byofHnmwZZ4ET5X7

6. Submission of Proposals. SAISD will only accept proposals submitted online through the electronic portal SAISD Bonfire (Euna) portal (Bonfire) and in accordance with this RFP solicitation. Oral, telephonic, facsimile, and emailed proposals will be rejected.

SEALED PROPOSALS MUST BE RECEIVED BY SAISD NOT LATER THAN OCTOBER 17, 2025 AT _5:00_PM CDT.

If submitting online, the submission must be uploaded to the Bonfire Portal SAISD Bonfire (Euna) portal prior to the foregoing deadline date and time unless this date or time is extended by addendum issued by SAISD. It is recommended that you give yourself sufficient time and at least ONE HOUR before the deadline to begin the uploading process. If you experience technical difficulty when uploading your submission in Bonfire, please call Bonfire at 1-800-354-8010 ext. 2 for assistance. Proposals not submitted as specified above may be grounds for rejection.

All timely received proposals will thereupon be opened, and the names of Offerors will be read aloud. The Proposal Opening will be hosted in person at 514 W. Quincy San Antonio, TX 78212 on October 17, 2025 at 5:00 PM CDT. Please arrive 15 minutes prior to scheduled time and check in at the front desk and you will be escorted to the meeting room. All parking tickets will be validated at the front desk.

7. The Proposal/Offer. The proposal must clearly and fully set forth all terms, conditions and contingencies of the proposal, if any.

Each proposal received will be presumed to be accurate and free from error, unless clear and convincing evidence, as determined by SAISD, to the contrary is presented. Any attempt to unreasonably qualify a proposal, by legend on the proposal documents or otherwise, may lead to the rejection of the proposal as nonconforming.

Proposals shall be firm and may be accepted by SAISD within one hundred twenty (120) days from the date of the submission deadline. A proposal may not be revoked or materially amended by Offeror after the submission deadline. SAISD reserves the right to discuss and negotiate the terms of a proposal with Offerors after the proposal opening for clarification and to reach mutually agreeable terms for a transaction to convey title. SAISD reserves the right to accept or reject a proposal(s) based on the results from such discussions or negotiations.

A proposal form which is incomplete, contains any unacceptable conditions or contingencies, or which is not properly made and signed by the Offeror’s authorized agent may be rejected.

8. Addendum(a). All addenda pertaining to this RFP solicitation shall be prepared by SAISD. If there are any material changes, corrections or supplemental information to this solicitation based on the on-site Property walk-through, timely submitted questions from Offerors, or at SAISD’s own volition and convenience, an addendum(a) will be issued to address such changes, corrections or supplemental information. All addenda will be published by October 3, 2025 at 3:00 PM (CDT). All addenda must be read and acknowledged by Offeror and submitted as part of Offeror’s proposal submission. Failure to acknowledge receipt of an addendum may be cause for rejection of the Offeror’s proposal.

9. Evaluation. SAISD will consider and evaluate all timely and responsive proposals. SAISD reserves the right to consider the criteria in a manner which best serves the interests of SAISD, SAISD’s purpose(s), and to maximize the preferred public use for its Property. SAISD is not required, however, to select, accept or recommend any proposal.

10. Acceptance by Board of Trustees. No contract shall be created between SAISD and an Offeror by virtue of the Offeror's submission of a proposal or SAISD administration’s recommendation of a proposal to SAISD’s Board of Trustees. A proposal shall not be deemed accepted until (a) the proposal has been approved by SAISD’s Board of Trustees, and (b) a contract between SAISD and the Offeror is approved or authorized by SAISD’s Board of Trustees and timely executed by authorized representatives for SAISD and Offeror.

Representation and Certification Form

By submitting this offer, the Vendor certifies that he/she is a responsible authorized officer of the company and certifies the accuracy of the following statements:

A. By signing this bid/proposal, vendor makes the assurance that vendor has not been debarred or suspended from conducting business with the US Government according to Executive Order 12549 entitled “Debarment and Suspension.” Non-Federal entities are prohibited from contracting with or making sub-awards under covered transactions to parties that are suspended or debarred or whose principals are suspended or debarred. 'Covered transactions' include those procurement contracts for goods and services awarded under a non-procurement transaction (e.g., grant or cooperative agreement) that are expected to equal or exceed $25,000 or meet certain other specified criteria. 2 CFR section 180.220 of the Government-wide Non-Procurement Debarment and Suspension Guidance contains those additional limited circumstances. All non-procurement transactions (i.e., sub-awards to sub-recipients), irrespective of award amount, are considered covered transactions.

B. Pursuant to the Texas Education Code, Subchapter B, Section 44.034, “Notification of Criminal History”, a person or business entity that enters into a contract with a school district must give advance notice to the district if the person and/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." Subsection (c) this notice is not required of a publicly held corporation. “Criminal Background Checks/Searches”: Bidder/Proposer represents that criminal background checks/searches have been conducted (or will be conducted prior to start of Work if required) in accordance with Texas Education Code Chapter 22.

Check one:

1. My firm is a publicly held corporation; therefore, this reporting requirement is not applicable.

2. My firm is not owned nor operated by anyone who has been convicted of a felony.

3. My firm is owned or operated by the following individual(s) who has/have been convicted of a felony.

Name of Felon(s):

Details of Conviction(s):

C. "Non-Collusion Statement" and “Anti-Lobbying Certification”: "The undersigned affirms that they are duly authorized to execute this Representation and Certification, Offer, and/or Contract and that this company, corporation, firm, partnership, etc., or individual has not prepared this bid in collusion (An agreement between two or more persons to deceive the school district or defraud the school district of its rights) with any other bidder, school board member, or school district employee, and that the contents of this bid as to prices, quality of product, terms and/or conditions, etc., have not been communicated by the undersigned nor by any other employee, agent and/or representative of the company, corporation, firm, partnership, etc., or individual to any other person engaged in this type of business prior to the official opening of this bid for the intent or purpose of collusion." In accordance with Title 31, USC Section 1352, no attempt has been or will be made by this company’s officers, employees, or agents to lobby, directly or indirectly, with the San Antonio Independent School District Board of Trustees between bid/proposal submission date and award by the Board.

D. “Conflict of Interest”: (1) Neither an officer, agent, employee, or stockholder (if vendor is a privately held corporation) of the vendor, nor the vendor (if the vendor is a sole proprietorship) is an SAISD employee or related by consanguinity (second degree) or marriage (first degree) to an SAISD employee.

(2) Neither an officer, agent, employee, affiliate, subsidiary, or stockholder (if vendor is a privately held corporation) of the vendor, nor the vendor itself has a conflict of interest in the performance of its contract with SAISD. Note: as used here, “conflict of interest” means a vendor (including its affiliates and subsidiaries) has an interest (financial or otherwise) that is inconsistent with its contractual obligations to SAISD, or the vendor’s officer’s, agent’s, employee’s, or stockholder’s personal interests are contrary or inconsistent with the vendor’s contractual obligations to SAISD.

(3) Vendor has timely submitted the required conflict of interest questionnaire (CIQ) in compliance with Chapter 176 of the Local Gov’t Code and SAISD mandates. Note: Texas law requires vendors to file a CIQ adopted by the Texas Ethics Commission not later than the seventh business day after the date that the vendor: (i) begins discussions or negotiations to enter into a contract with SAISD; (ii) submits to SAISD an application, response to a request for proposals or bids, correspondence, or another writing related to a potential contract with SAISD;

or (iii) the date the person becomes aware of an employment or other business relationship with a SAISD officer, or a family member of the officer, or that the person has given one or more gifts to an SAISD officer of the District, or a family member of the officer. A vendor is further mandated by SAISD to file a CIQ thirty days before the vendor’s contract term expires and a renewal is considered by SAISD. Failure to timely file the CIQ will disqualify the vendor from being awarded a contract or having its contract renewed. See SAISD Board Policy CHE (LEGAL) and the Texas Ethics Commission for additional information on the filing of a CIQ. Please complete the Conflict of Interest Questionnaire along with all other required documents to accompany bid/proposal submittal if applicable.

E. Bidder/Proposer agrees to any Special Terms & Conditions (if applicable) of this bid/proposal and in case of conflict with other documents provided by Bidder/Proposer, these Special Terms and Conditions take precedence and prevail unless specifically identified and changes are signed by both parties.

F. “Insurance, and Bonds”: Insurance and/or bond requirements are enumerated elsewhere in Contract documents. Submission of a certificate of insurance/bond by the undersigned (or an agent/broker on behalf of the undersigned) represents that the coverages and perils covered by the insurance/bond meet or exceed the requirements of the solicitation document and/or subsequent contract. SAISD may make reasonable reliance on the submitted certificate of insurance/bond. The certificate of insurance/bond must accurately reflect the policy coverages and will become a part of the Contract Documents and incorporated by reference, but the Contract terms/conditions and statement of work take precedence over any and all contents of the certificate of insurance/bond including, but not limited to, disclaimers, qualifications, etc. Failure to provide insurance/bond in accordance with Contract may be cause for termination for default and other remedies allowed by law and/or equity. Vendor must notify the San Antonio Independent School District entity, in writing, by certified mail or personal delivery, within ten days after the vendor knew or should have known of any changes that materially affects the insurance/bond coverage.

G. “House Bill 89 (HB 89)”, Israel Boycott Prohibition Form: Under Texas law, this transaction requires the vendor to complete and return the enclosed verification form verifying that the vendor does not and will not boycott the State of Israel during the term of this transaction. This transaction cannot be completed without the return of a fully executed verification form.

H. “House Bill 1295” Prior to the execution of the contract and after the Notice of Award, a 1295 Form must be filled out by the Awarded Vendor electronically with the Texas Ethics Commission’s online filing application, https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm, printed out, signed, and notarized. San Antonio Independent School District (SAISD) 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 SAISD from executing a Board or Superintendent approved contract with a business entity unless the business entity submits a Disclosure of Interested Parties (Form 1295) to SAISD. The Texas Ethics Commission has adopted rules requiring the business entity to file Form 1295 electronically with the Texas Ethics Commission.

Once a contract has been awarded, all notarized HB 1295 forms shall be mailed to 1270 W. Summit Ave., Suite #1004, San Antonio, TX 78201. Attn: Contract Management.

https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm

I. “Senate Bill 252 (SB 252)” updates state contracting law to prohibit governmental entities from contracting with companies engaged in business with Iran or designated foreign terrorist organizations. This transaction requires the vendor to complete and return the enclosed verification form verifying that Contract is not accompany identified on the Texas Comptroller’s list of companies known to have contracts with, or provide supplies or services to, a foreign organization designated as a Foreign Terrorist Organization by the U.S Secretary of State This transaction cannot be completed without the return of a fully executed verification form.

Representation and Certification Description YES, I agree Initial

A. Debarment and Suspension

B. Notification of Criminal History

C. Non-Collusion Statement

D. Conflict of Interest

E. Terms & Conditions

F. Insurance and Bonds

G. House Bill 89 “Israel Boycott Prohibition Form

H. House Bill 1295 “Disclosure of Interested Parties

I. Senate Bill 252

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.

Corporate/Company Name:

Authorized Signature:

Title:

Address:

City, State, Zip Code:

DUNS #:

CAGE#:

SOLICITATION TITLE#:

This must be completed, signed, and returned with your submittal.

HB 89 FORM

Verification of Vendor (TX Gov’t Code § 2270.001)

(Included in All Applicable District Contracts for Goods and/or Services)

This Verification of Vendor is included in all contracts entered into by the San Antonio Independent School District, and its campuses and departments, for goods and/or services, as required by Chapter 2270 of the Texas Government Code.

The District is prohibited from entering into a contract with a company for goods or services unless the contract contains a written verification from the company that it (1) does not boycott Israel and (2) will not boycott Israel during the term of the contract.

Accordingly, please complete the following verification, which is hereby incorporated by reference into the contract for goods and/or services with the San Antonio Independent School District:

1. “Company” means a for-profit sole proprietorship, 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 business associations that exist to make a profit.

2. “Boycott Israel” means refusing to deal with terminating business activities with, or otherwise taking any action that is intended to penalize, inflect economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israel controlled territory, but does not include an-action made for ordinary business purposes.

VERIFICATION

I hereby verify on behalf of that I am authorized to make this verification on the company’s behalf and so verify that the company does not boycott Israel and that it will not boycott Israel during the term of its contract with the San Antonio

Independent School District for goods and/or services.

Signature of Verifier

Printed Name of Verifier

Title of Verifier

Date of Verification

SB 252 Verification Form

I, the undersigned vendor, do hereby certify and verify that Contract is not a company identified on the Texas

Comptroller’s list of companies known to have contracts with, or provide supplies or services to, a foreign organization designated as a Foreign Terrorist Organization by the U.S Secretary of State.

The undersigned verifies that:

(Insert Company Name Here)

1. does not have contracts; or

2. provide supplies or services to Foreign Terrorist Organizations

Dated this day of . 20 .

Signature of Company Representative Printed name of Company Representative https://capitol.texas.gov/tlodocs/85R/billtext/pdf/SB00252I.pdf

Out of State Certification

As defined by Texas House Bill 602, a “nonresident Proposer” means a Proposer whose principal place of business is not in Texas, but excludes a contractor whose ultimate parent company or majority owner has its principal place of business in Texas.

I certify that my company is a “Resident Proposer”:

Company Name (Please Print)

I certify that my company qualifies as a “Nonresident Proposer” (NOTE: You must furnish the following information: )

Indicate the following information for your “Resident State”: (The state your principal place of business is located in)

Company Name Address

City State Zip Code

A. Does your “resident state” require Proposers whose principal place of business is in Texas to give preference to

Proposers whose resident state is the same as yours by a prescribed amount or percentage to receive a comparable contract? (“Resident State” means the state in which the principal place of business is located.)

Yes No

B. What is the prescribed amount or percentage? $_______________ or ______________%

Certification: I certify that the information provided above is correct.

Signature of Authorized Representative

Name (Please Print) Title

SAN ANTONIO INDEPENDENT SCHOOL DISTRICT COMPLETE AS INDICATED

NO CONFLICT – Line 1: Company Name; Line 3: None; Line 7: Sign and Date

CONFLICT – Line 1: Company Name; Lines 2, 3, 4, 5, & 6: Answer Question; Line 7: Sign and Date

CONFLICT OF INTEREST QUESTIONNAIRE

For vendor doing business with local governmental entity

FORM CIQ

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.

OFFICEUSEONLY

Date Received

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 ownership interest of one percent or more.

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

Form provided by Texas Ethics Commission www.ethics.state.tx.us

Revised 1/1/2021 http://www.ethics.state.tx.us/

INFORMATION PAGE CONFLICT OF INTEREST QUESTIONNAIRE

For vendor doing business with local governmental entity

A complete copy of Chapter176of the Local Government Code maybe 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 or federal 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: 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-monthperiod 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 complete 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 Section176.003(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 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.

http://www.statutes.legis.state.tx.us/

GENERAL TERMS & CONDITIONS

PLEASE READ THESE TERMS & CONDITIONS CAREFULLY. BY SUBMITTING AN OFFER,

YOU AGREE TO BE BOUND BY THESE TERMS & CONDITIONS. IF YOU DO NOT AGREE TO

ALL TERMS & CONDITIONS, DO NOT SUBMIT AN OFFER.

Application. Not all terms and conditions below apply to RFP No. 25-030; if you have any questions on the applicability of any term or condition below, direct your questions to SAISD’s Procurement Services Department through the electronic bid portal. These general terms and conditions are incorporated into the RFP solicitation by reference. In the event of a conflict, the RFP solicitation terms or conditions will prevail over the conflicting general term or condition herein below.

General Terms & Conditions

1. Acceptance of Bid/Proposal Content - These general conditions govern the relationship between the District and Vendor, and is hereby made part of the agreement between the parties.

Submission of a response shall be considered as the representation that the Bidder/Proposer has carefully investigated all past, present and required conditions of the service being offered in the solicitation. Failure of a Bidder/Proposer to accept these conditions in a final contract shall result in cancellation of award.

2. Responsiveness - It is the Bidder/Proposer’s responsibility to read and comply with the information provided. Failure to complete and submit the bid/proposal according to the information and instructions will result in disqualification.

3. Bid/Proposal Form Submission - Proposals and all required documents must be uploaded to the Bonfire Portal https://saisd.bonfirehub.com/portal submitted and finalized prior to the Closing Time. Vendor submittals must be uploaded as separate, signed .pdf files using the following structure: Proposal 1st Page, Representation and Certification, Edgar Compliance, HB 89, Out of State Certification, Conflict of Interest Questionnaire (CIQ), SWMBE Program Identification, SB 252 Verification Form, Pricing & Addenda (if applicable).

Responses not submitted as specified above may be deemed “non-responsive”.

4. Late Submission - Bids/proposals received after the time and date specified will not be accepted.

5. Instructions to Bidder/Proposer - Facsimile (fax) bids/proposals will not be accepted.

6. Instructions to Bidder/Proposer - All prices and quotations must be typed or written in ink.

Bids/proposals written in pencil will not be accepted. Mistakes may be crossed out, and corrections inserted and initialed by Bidder/Proposer. Unit prices should be extended. The unit price will prevail in resolution of mathematical errors in extension or total. Bidder must submit prices and other information required in the proper spaces on the bid/proposal forms provided.

Deviation may result in disqualification of the bid/proposal.

7. Acknowledgement of Addendums - Changes to the bid/proposal, prior to award, may be made in the form of an addendum. Each addendum must be returned with the signed “Sealed Bid/Proposal” form and with any other addendum at the time and date of bid/proposal opening or prior to that time. If the addendum is not returned, the bid/proposal may be disqualified.

Addendum will be issued through the Bonfire Portal, https://saisd.bonfirehub.com/portal under “Supporting Documentation”. Vendors must monitor on a daily basis the Bonfire Portal for Addendum(s).

8. Alternative Bids - No alternate bids/proposals will be accepted, unless otherwise stated in the bid/proposal.

https://saisd.bonfirehub.com/portal https://capitol.texas.gov/tlodocs/85R/billtext/pdf/SB00252I.pdf

9. Instructions to Bidder/Proposer - Awarded vendors are solely responsible for notifying the

Procurement Services, Contract Management, of any changes, in writing, to the company’s name, address and telephone number. If a vendor fails to notify the District of any changes in their contact information the company will be suspended from transacting business with the District until the changes have been made. The District shall not be responsible for lost or misdirected bids/proposals or modifications.

10. Substitutions - The use of brand names and catalog numbers does not prohibit the substitution of other brands of equal quality unless "NO SUBSTITUTE" is specified. No substitutions or cancellations are permitted after award without written approval by the Director, Procurement Services or designee.

11. Brand Name or Equal - The use of brand/models in the bid/proposal is to establish a standard of quality, workmanship, performance, etc. Bidders may bid brands/models they deem equivalent or equal to those shown on the bid/proposal. The burden of proof of equivalency or “Equal or” is upon the Bidder. The Bidder must specify make or model even if bidding the brand specified or a product “Equal or”. Do not state “As Specified” or “Equal”. Vendor(s) submitting brands or models other than those specified may be requested to furnish samples of their offerings.

12. Receipt and Opening of Bids – (1) Bids (i.e., Bidders from IFBs) will be publicly opened, Bidders identified, and prices read aloud immediately following the Bid Opening Date/Time.

Bidders are invited to be present at the opening of the bids on the date and hour specified. (2) Proposals (i.e., Offers from RFPs and RFQs) will be publicly opened, Offerors identified, and prices will NOT be disclosed until after evaluation and award. (3) All Bidders received in response to solicitation documents (IFBs, RFPs and RFQs) will be forwarded to the applicable Evaluation Committee for review, scoring and recommendation.

13. Tax Exemption – The School District is exempt from Texas State and Local Sales Tax and Federal Excise – IAW Article

20.04 (F) 3, Chapter 20, Title 122a, Taxation, General, RCS, 1925, as amended by the 57th Legislature, first Called Session, 1961 – DO NOT INCLUDE TAX

IN YOUR BID OR PROPOSAL.

14. Informalities and Irregularities - The District reserves the right to waive minor irregularities and/or informalities and to accept or reject any and all bids/proposals in whole or in part, extend due date(s), or to discuss/negotiate separately in any manner necessary and/or to terminate the procurement solicitation process in its entirety provided that action will serve the best interest of the District. The Director, Procurement Services shall reject the bid/proposal of the Bidder/Proposer who is deemed non-responsive. The unreasonable failure of a Bidder/Proposer to promptly provide information with respect to responsibility will be grounds for a determination of non-responsibility.

15. Employee Discrimination - During the performance of this contract, the Bidder/Proposer agrees not to discriminate against any employee or applicant for employment because of race, creed, color, sex, age, national origin, disability, political belief, religion, marital and/or veteran status.

16. Bid Withdrawal - A Bidder/Proposer may withdraw bid/proposal upon written request at any time prior to the bid/proposal opening date & time or withdrawn via the Bonfire Portal.

Bids/Proposals cannot be amended or altered, except to correct price extension errors, after the opening date and time.

17. Evaluation Criteria – Pursuant to the Texas Education Code 44.031 (a) and (b), the District shall evaluate and consider: the purchase price, the reputation of the vendor and of the vendor’s goods or services, the quality of the vendor’s goods or services, the extent to which the goods or services meet the District’s needs, the vendor’s past relationship with the District, the vendor’s references, the impact on the ability of the District to comply with laws and rules relating to historically underutilized businesses, the total long-term cost to the District to acquire the goods or services, any other relevant factor specifically listed in the request for bids or proposals (offers, programs and services in addition to statement of work; value added incentives beneficial to SAISD). The District will award a contract based upon best value as determined by a combination of price and the above stated evaluation factors.

18. Recovery of Money - If the Bidder/Proposer fails to deliver both the quality and quantity of items on which the award was made in the manner specified in the contract, SAISD reserves the right to purchase the specified goods/services on the open market and vendor agrees to allow SAISD to deduct the difference in price and cost of handling, if any, from pending invoices. If there are no outstanding invoices the vendor will be billed accordingly.

19. Child Support Certification - Pursuant to Section 231.006, "Family Code", the vendor or applicant certifies that the individual or business entity named in this contract, bid, or application is not eligible to…