Bid Invitation (34).pdf

26-14 Addendum 2

Artificial Intelligence and Total Cloud Solutions

Issue Date: 7/22/2026

Questions Deadline: 8/7/2026 05:00 PM (CT)

Response Deadline: 9/8/2026 02:00 PM (CT)

Purchasing

Contact Information Address: Procurement

7145 West Tidwell Road

TX 77092

Email: questions@esc4.net

Deadline: 9/8/2026 02:00 PM (CT) 26-14 Addendum 2Page 1 of 38 pages

Event Information Number: 26-14 Addendum 2 Title: Artificial Intelligence and Total Cloud Solutions Type: Request for Proposal - Region 4 ESC Issue Date: 7/22/2026 Question Deadline: 8/7/2026 05:00 PM (CT) Response Deadline: 9/8/2026 02:00 PM (CT) Notes: Recording of Pre-Proposal Conference can be found at the following link, please copy and paste into your browser:

https://esc4.zoom.us/rec/share/9FTSbNh22InxK9TzW8KYja0uKtWl-kDzS2UX6PRyigDAQyvYPoxwNn552_H-yug1.GqMx3hO9oyLUDzRC

Oral communications concerning this RFP shall not be binding and shall in no way excuse an Offeror of the obligations set forth in this proposal.

Only online proposals will be accepted. Proposals must be submitted via Region 4 ESC's online procurement system: region4esc.ionwave.net.

No manual, emailed, or faxed proposals will be accepted.

Bid Activities

Calendar of Events - Issue of RFP 7/22/2026 4:00:00 PM (CT)

ALL DATES ARE TENTATIVE AND SUBJECT TO CHANGE

Calendar of Events - NON-MANDATORY PRE-PROPOSAL CONFERENCE 8/4/2026 10:00:00 AM (CT) https://esc4.zoom.us/j/83180832338?from=addon

Calendar of Events - Questions Deadline 8/7/2026 5:00:00 PM (CT)

ALL DATES ARE TENTATIVE AND SUBJECT TO CHANGE

Calendar of Events - Proposal Due Date and Proposal Opening 9/8/2026 2:00:00 PM (CT)

ALL DATES ARE TENTATIVE AND SUBJECT TO CHANGE

Calendar of Events - Approval from Region 4 ESC Board of Directors 10/27/2026

ALL DATES ARE TENTATIVE AND SUBJECT TO CHANGE

Calendar of Events - Contract Effective Date 1/1/2027

ALL DATES ARE TENTATIVE AND SUBJECT TO CHANGE

Bid Attachments

26-14_Artificial Intelligence and Total Cloud Solutions.pdf View Online

26-14_Artificial Intelligence and Total Cloud Solutions RFP with corrected Pre-Proposal Conference Zoom information. Informational only.

Deadline: 9/8/2026 02:00 PM (CT) 26-14 Addendum 2Page 2 of 38 pages https://region4esc.ionwave.net//VendorLanding.aspx?e=gPCDXVWYsG8fcGC4tuKMse34UG8TgfLnPUpkCaR-0QQ8lAXFIlP-YE0JYJE3xwGg2HyC4WRiMwgS5EvdCfXNug

STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS

(8).pdf

View Online

Top 10 Public Agency References (by Sales Volume) — Excel Template (.xlsx) Download this template, list your top ten public agency customers ranked by sales volume, and upload the completed file in the respective "Response Attachment" upload item. Submit in native Excel (.xlsx) only—no PDFs, scans, or format changes.

Offer and Contract Signature Form.pdf View Online

This attachment is the official Offer and Contract Signature Page for your proposal. Complete all fields, have an authorized officer sign (e-signature or wet ink), and save as a single PDF. The requirement is detailed in the Attributes tab; upload the executed page to the Response Attachments tab with your submission. Do not alter the form or substitute your own. Proposals submitted without this signed page may be deemed non-responsive.

Deviation Form.pdf View Online

This attachment is the official Deviation submission document. If you are requesting any deviation from the RFP documents (e.g., General Terms and Conditions, Notice to Offeror, or any other terms), complete the Deviation Form and include redlined copies of each affected document showing tracked changes. The requirement is detailed in the Attributes tab; upload the completed Deviation Form and all corresponding redlined documents to the Response Attachments tab. Preparation of deviations is at the bidder’s sole expense. No deviation will be considered unless both the Deviation Form and the redlined copies are provided. If you need more space than is provided in a single form, use multiple copies to list all deviations requested.

Customer Reference Form.xlsx View Online

Top 10 Public Agency References (by Sales Volume) — Excel Template (.xlsx) Download this template, list your top ten public agency customers ranked by sales volume, and upload the completed file in the respective "Response Attachment" upload item. Submit in native Excel (.xlsx) only—no PDFs, scans, or format changes.

OMNIA Partners - Exhibit A Response for National Cooperative Contract.pdf View Online

This Exhibit explains the OMNIA national cooperative program and expectations. Do not fill out or return this Exhibit.

Required responses are captured in the Attributes tab; when narrative uploads are requested, provide them in Response Attachments as directed in the Attributes/Response Attachments sections.

Exhibit B - Administration Agreement, Example.pdf View Online

This is a sample Administration Agreement provided for vendor review. It is not required to be returned with your proposal. If requesting any deviation from the sample terms, provide a redlined version with your Deviation Form to Response Attachments.

Exhibit C - Master Ingovernmental Cooperative Purchasing Agreement, Example.pdf View Online

This sample outlines the cooperative structure, roles, and authority. It is not required to be returned.

Exhibit D - Lead Agency Certificate, Example.pdf View Online

This is a sample of the lead agency agreement executed as part of the MICPA. It is not required to be returned.

Exhibit E - Contract Sales Reporting Template, Example.pdf View Online

This template shows the required sales reporting structure under the Administration Agreement. It is not required to be returned with your proposal.

Exhibit F - Federal Funds Certifications.pdf View Online

Complete this Exhibit in full; public agencies frequently use federal grant funds, and these certifications apply beyond K-12 to all public sector customers. Upload the executed certifications to the Response Attachments tab. Do not alter the form other than completing required fields.

Exhibit G - New Jersey Business Compliance.pdf View Online

Suppliers intending to do business in New Jersey must complete the forms in this Exhibit per state statutes. Upload the completed New Jersey packet to the Response Attachments tab with your proposal. Failure to complete this packet may limit OMNIA Partners’ ability to promote the Master Agreement in New Jersey.

Exhibit H - Advertising Compliance Requirement.pdf View Online

This notice identifies public agencies eligible to register with OMNIA Partners and access the Master Agreement, satisfying certain state notice provisions (e.g., ORS 279A.210, 279A.220). It is provided for reference only.

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26-14_R4 Exhibit A_AI & Cloud Solutions Eval Matrix.xlsx View Online

26-14_R4 Exhibit A_AI & Cloud Solutions Eval Matrix.xlsx

Addendum #1 Summary.pdf View Online

Addendum #1

Addendum #2 Summary.pdf View Online

Addendum #2 Summary

Requested Attachments

Offer and Contract Signature Form (Attachment required)

Please complete, sign and upload the Offer and Contract Signature Form, located on the Attachments tab.

(REQUIRED)

Deviation Form (Attachment required)

Please complete and upload the Deviation Form, located on the Attachments tab. *NOTE: Any and add Deviations to any term or condition found in this RFP must be noted on this form. (REQUIRED)

Products and Pricing (Attachment required)

Each offeror awarded an item under this solicitation may offer their complete product and service offering/a balance of line. Describe the full line of products and services offered by supplier.

Disclosure of Interested Parties form or Evidence of Exemption (Attachment required)

If you are required under statute to submit a Disclosure of Interested Parties form (1295 form), you must do so here.

Section 6 must be completed in its entirety. Alternatively, if you are exempt under the statute, you must provide documentation affirming your exemption. (REQUIRED, see Attribute titled "DISCLOSURE OF INTERESTED PARTIES")

Conflict of Interest Questionnaire If a conflict exists that requires the submission of a Conflict of Interest Questionnaire (CIQ), complete and upload the document here. (REQUIRED ONLY IF A CONFLICT EXISTS, see Attribute titled "CONFLICT OF INTEREST QUESTIONNAIRE" for additional information.)

Diversity, HUB Certifications If your firm holds a certification from certifying agencies related to M/WBE, DBE, HUB, or other diverse business designations, you may upload the certificate here. (OPTIONAL)

Value Added Services Provide any additional information related to products and services the Offeror proposes to enhance and add value to the Contract. For example, a proposal for furniture may include additional value-added selections such as installation, white glove delivery options, setup/cleaning, classroom design/layout, special orders, etc. (OPTIONAL)

OMNIA Partners - Exhibit F Federal Funds Certifications (Attachment required)

Complete and upload your response to Exhibit F - Federal Funds Certification. This upload should consist of a single document completed with all checkboxes, initials, signatures, and information fields filled in as appropriate.

OMNIA Partners - Exhibit G New Jersey Business Compliance (Attachment required)

Complete and upload your response to Exhibit G - New Jersey Business Compliance. This upload should consist of a single document that is comprised of DOC #1 through DOC #10, with all checkboxes, initials, signature, and information fields completed as appropriate.

W-9 Upload (Attachment required)

Interested offerors must upload an updated Form W-9 prior to submitting a proposal.

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Additional Agreements Offeror will require Participating Agencies to sign.

If the Offeror will require individual agencies to complete any additional requirements or agreements outside of what is proposed and agreed to during this proposal solicitation, Offeror must submit such requirements or agreements as an uploaded file here. If uploading more than one file, select "New" under the "Other Response Attachments" section found lower on this webpage, and upload as many documents as is necessary to submit all additional requirements for participating agencies.

Dunn & Bradstreet Report

26-14_R4 Exhibit A_AI & Cloud Solutions Eval Matrix (Attachment required)

26-14_R4 Exhibit A_AI & Cloud Solutions Eval Matrix

Addendum No. 1 (Attachment required)

Please sign and date and upload Addendum No. 1 here.

Addendum No. 2 (Attachment required)

Please sign, date and upload Addendum No. 2 here.

Bid Attributes

1 ALL ATTRIBUTE QUESTIONS MUST BE ANSWERED ON THE ATTRIBUTES TAB

Any attribute answer indicating to SEE or REFER to a different document will constitute an UNRESPONSIVE submission and will be disqualified.

I understand.

(Required: Check all that apply)

2 CONTRACT DURATION

The initial term of the Contract is for a period of three (3) years unless terminated, canceled, or extended as otherwise provided herein. Region 4 ESC shall have the right in its sole discretion to renew the Contract for additional terms up to two (2) years after the end of the initial term or for a lesser period of time as determined by Region 4 ESC by providing written notice to the Contractor of Region 4 ESC’s intent to renew thirty (30) days prior to the expiration of the original term. Contractor acknowledges and understands Region 4 ESC is under no obligation whatsoever to extend the term of this Contract. In the event the proposal term, including renewals, ends before another proposal is executed, proposal prices and discounts may be extended on a month-to-month basis by mutual consent. Extensions are limited to the lesser of: a) six (6) additional monthly terms, or b) the time which is required to complete a new solicitation for the goods and services provided for in this solicitation. Notwithstanding the foregoing paragraph, the term of the Contract, including any extension of the original term, shall be further extended until the expiration of any Purchase Order issued within the Contract term for a period of up to one year beyond the Contract term.

I certify compliance with this attribute.

(Required: Check if applicable)

3 NAME OF INDIVIDUAL COMPLETING THIS PROPOSAL

(Required: Maximum 1000 characters allowed)

4 HOW MANY YEARS HAS YOUR BUSINESS OPERATED UNDER ITS PRESENT NAME

(Required: Numbers only)

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5 WHAT IS YOUR CURRENT NUMBER OF CUSTOMER ACCOUNTS?

(Required: Numbers only)

6 WHAT ARE YOUR BUSINESS HOURS?

7 IS 30 DAYS AFTER RECEIPT OF INVOICE AN ACCEPTABLE PAYMENT SCHEDULE FOR YOUR

BUSINESS?

If Yes, type "YES".

If No, describe your payment schedule in the field provided.

8 WHAT IS THE STANDARD LEAD TIME FOR RECEIPT OF PRODUCTS AFTER ORDER IS RECIEVED

(ARO), IN DAYS?

Provide your answer in number of DAYS after receipt of order (ARO).

9 ACCOUNT MANAGER NAME

Please indicate the name of the account manager we should speak to with concerns about the products and/or services in this proposal.

ACCOUNT MANAGER EMAIL

(Required: Email address)

ACCOUNT MANAGER PHONE

(__ __ __) __ __ __ - __ __ __ __ ext:

(Required)

PAYMENT REMITTANCE ADDRESS

(Optional: Maximum 1000 characters allowed)

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PAYMENT REMITTANCE PHONE

(__ __ __) __ __ __ - __ __ __ __ ext:

(Optional)

CONTRACT/PURCHASE ORDER/QUOTE EMAIL

Vendors may choose to have purchase orders emailed to them in PDF format in lieu of having them faxed or mailed.

To elect this option, please offer the preferred email address in the accompanying field. This email address will apply to any purchases from your company, so the use of a generic email address is suggested, such as bids@companyname.com or purchaseorders@businessname.com.

(Optional: Email address)

CONTRACT/PURCHASE ORDER/QUOTE FAX NUMBER, IF APPLICABLE

If applicable, please provide a fax number to send orders and quote requests.

(__ __ __) __ __ __ - __ __ __ __ ext:

(Optional)

REQUIRED REFERENCE QUOTE OR CONTRACT NUMBER, IF APPLICABLE

Enter your quote or contract number and/or any other information our staff would need provide on the face of purchase orders in order to receive discount percentages and contract pricing.

COMPANY WEBSITE ADDRESS, IF APPLICABLE

(Optional: Enter URL)

HOW WERE YOU NOTIFIED OF THIS BID OPPORTUNITY?

In order to verify the efficiency of communication tools used to notify vendors of bidding opportunities, we ask that you provide us with the manner in which you received notification of this request for bid/proposal.

THE U.S. STATE YOUR PRINCIPAL PLACE OF BUSINESS IS LOCATED.

Alabama Alaska Arizona Arkansas California Colorado Conneticut

Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois

Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts

Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada

New Hampshire New Jersey New Mexico New York North Carolina North Dakota

Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina

South Dakota Tennessee Texas Utah Vermont Virginia Washington

West Virginia Wisconsin Wyoming Not in U.S.

(Required: Check only one)

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RECIPROCITY

For Businesses not located in Texas: Does your state of residence or incorporation require out-of-state bidders to underbid vendors residing in your state by a prescribed amount or percentage to receive a comparable contract? If Yes, please input that percentage; If No, please leave the adjacent field blank.

(Optional)

PARTIAL AWARD ACCEPTANCE

REGION 4 ESC retains the right to award this contract in such a manner that it receives the best overall value for the goods and/or services requested in this request for proposal or bid, which may include awarding to multiple vendors.

I understand.

(Required: Check if applicable)

PURCHASE ORDER POLICY

REGION 4 ESC purchases tangible goods and services through the use of approved Purchase Orders. Vendors are highly discouraged from sending products, and/or performing services without prior receipt of an approved District Purchase Order. While campuses and departments may call for quotes and information, please be advised the District is not obligated to pay for any services and/or products ordered via telephone or email in without the presence of a properly executed Purchase Order.

I understand.

(Required: Check if applicable)

ADDENDA NOTIFICATIONS

Any addenda to this proposal will be issued electronically through this system. It is vendor's responsibility to review addenda upon e-mailed notice and retract/amend their submission as deemed necessary. REGION 4 ESC may choose to mark a proposal received prior to the issuance of an addendum as non-responsive should REGION 4 ESC, in its sole determination, finds the addendum to be of such material change that it warrants such determination. If such proposal is found non-responsive, REGION 4 ESC will not consider the proposal for evaluation or further consideration.

I understand.

(Required: Check if applicable)

How does the Offeror handle returns and restocking? Describe the return policy, restocking fees, and how these processes are managed.

How does the Offeror respond to emergencies? Please outline the emergency response process for urgent orders.

What is Offeror's average Fill Rate?

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What is the Offeror's history of meeting delivery timelines? Provide the vendor's average on-time delivery and fill rates.

How does the Offeror ensure product/service quality? Describe the quality standards and warranty options for products/services.

Describe Offeror's customer service/problem resolution process. Include hours of operation, number of services, etc.

Describe Offeror's invoicing process. Include payment terms and acceptable methods of payments.

Offerors shall describe any associated fees pertaining to credit cards/p-cards.

How will the Offeror ensure smooth contract implementation? Describe the transition plan for customers adopting the Offeror's goods/services.

Describe the financial condition of Offeror.

Provide a website link in order to review website ease of use, availability, and capabilities related to ordering, returns and reporting. Describe the website’s capabilities and functionality.

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Describe the Offeror’s safety record.

Provide a brief history of the Offeror, including year it was established and corporate office location.

Please also provide experience providing similar products and services.

What is the Offeror's reputation in the industry? Provide a brief description of the vendor's standing and reliability in the market.

Are the Offeror's products/services well regarded? Please describe how the Offeror's products and services are perceived by customers. You are welcome to include any customer reviews or feedback to illustrate your response.

Describe if distributors/dealers/resellers/subsidiaries/partners ("affiliates") will be used to fulfill the contract. Submit a list of those affiliates authorized to sell under the proposed contract.

Where and how does Offeror propose to maintain an authorized affiliate list so it may be accessed by Participating Agencies? How often does the supplier propose to update the affiliate list? Confirm the Offeror reviews the financial health, debarment status and overall general capacity of authorized affiliates. Offerors who us authorized affiliates are responsible for ensuring authorized affiliates are performing in accordance with the contract.

(Required: Maximum 4000 characters allowed)

Describe the experience and qualifications of key employees.

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Describe Offeror's experience working with the government sector.

Describe any past or present litigation, bankruptcy, reorganization involving supplier.

Provide Offeror's expertise in working with public sector and understanding of the unique technical regulatory requirements.

Indicate if Offeror is licensed to do business in all 50 states.

Yes

No (Required: Check all that apply)

Value Add - Provide any additional information related to products and services Offeror proposes to enhance and add value to the Contract.

For Non-Normal Working Hours, indicate if there is a minimum charge of hours and what the number of hours is.

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How does the Offeror price their products or services?

Is pricing based on a discount from a manufacturer's price list, catalog, or a fixed price?

Include price and product, service, and/or solutions lists with the following information, if applicable:

manufacturer or other part number, product/service description, manufacturers suggested or another list price, and net price.

Describe any shipping charges (where applicable).

Provide pricing for warranties on all products and services.

Describe any return or restocking fees.

Are there additional discounts or rebates for larger orders or other factors? Please describe any potential savings based on volume, annual spending, or other incentives.

How can the Offeror ensure contract pricing? How can customers verify that they are getting the agreed-upon contract prices?

How will price updates be handled? Describe the frequency and method for price adjustments during the contract term.

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How are future product introductions priced? Explain how new products or services introduced during the contract will align with current pricing?

Describe any diversity programs or partners supplier does business with and how Participating Agencies may use diverse partners through the Master Agreement.

Indicate how, if at all, pricing changes when using the diversity program. If there are any diversity programs, provide a list of diversity alliances and a copy of their certifications.

Minority Women Business Enterprise Certification

If yes, list certifying agency.

Small Business Enterprise (SBE) or Disadvantaged Business Enterprise (DBE) Certification

Historically Underutilized Business (HUB) Certification

Historically Underutilized Business Zone Enterprise (HUBZone) Certification

Other recognized diversity certificate holder

If yes, list certifying agency

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Describe how Supplier will transition any existing Public Agency customers’ accounts to the Master Agreement available nationally through OMNIA Partners.

Include a list of current cooperative contracts (regional and national) Offeror holds and describe how the Master Agreement will be positioned among the other cooperative agreements.

Acknowledge Supplier agrees to provide its logo(s) to OMNIA Partners and agrees to provide permission for reproduction of such logo in marketing communications and promotions.

Acknowledge that use of OMNIA Partners logo will require permission for reproduction, as well.

Yes

No (Required: Check all that apply)

Confirm Supplier will be proactive in direct sales of Supplier’s goods and services to Public Agencies nationwide and the timely follow up to leads established by OMNIA Partners.

All sales materials are to use the OMNIA Partners logo. At a minimum, the Offeror's sales initiatives should communicate:

Master Agreement was competitively solicited and publicly awarded by a Principal Procurement Agency Best government pricing No cost to participate Non-exclusive

Yes

No (Required: Check all that apply)

Confirm Offeror will train its national sales force on the Master Agreement. At a minimum, sales training should include:

Key features of Master Agreement Working knowledge of the solicitation process Awareness of the range of Public Agencies that can utilize the Master Agreement through OMNIA Partners Knowledge of benefits of the use of cooperative contracts

Yes

No (Required: Check all that apply)

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Provide the name, title, email and phone number for the person(s), who will be responsible for:

Executive Support Marketing Sales Sales Support Financial Reporting Accounts Payable Contracts

Describe in detail how Supplier’s national sales force is structured, including contact information for the highest-level executive in charge of the sales team.

Explain in detail how the sales teams will work with the OMNIA Partners team to implement, grow and service the national program.

Explain in detail how Offeror will manage the overall national program throughout the term of the Master Agreement, including ongoing coordination of marketing and sales efforts, timely new Participating Public Agency account set-up, timely contract administration, etc.

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State the amount of Supplier’s Public Agency sales for the previous fiscal year. Provide a list of Supplier's top 10 Public Agency customers, the total purchases for each for the previous fiscal year along with a key contact for each.

Year 1 - Provide the Contract Sales (as defined in Section 12 of OMNIA Partners Administration Agreement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement ("Guaranteed Contract Sales").

To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales.

(Optional: Numbers only)

Year 2 - Provide the Contract Sales (as defined in Section 12 of OMNIA Partners Administration Agreement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement

To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales.

(Optional: Numbers only)

Year 3 - Provide the Contract Sales (as defined in Section 12 of OMNIA Partners Administration Agreement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement

To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales.

(Optional: Numbers only)

Please download and thoroughly review the Scope of Work, located on the Attachments Tab. Indicate your review and acceptance.

Yes (Required: Check if applicable)

Oral Communications concerning this RFP shall not be binding and shall in no way excuse an Offeror of the obligations set forth in this proposal.

Yes (Required: Check if applicable)

Please download and thoroughly review the Terms and Conditions, located on the Attachments Tab.

Indicate your review and acceptance.

Yes

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Not to Exceed Pricing

Region 4 ESC requests pricing be submitted as not to exceed pricing. Unlike fixed pricing, the Contractor can adjust submitted pricing lower if needed but, cannot exceed original pricing submitted. Contractor must allow for lower pricing to be available for similar product and service purchases. Cost plus pricing as a primary pricing structure is not acceptable.

Provide the number, size and location of Supplier’s distribution facilities, warehouses and retail network as applicable.

Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to immediately implement the Master Agreement as supplier’s primary go to market strategy for Public Agencies to supplier’s teams nationwide, to include, but not limited to:

i. Executive leadership endorsement and sponsorship of the award as the public sector go-to-market strategy within first 10 days

ii. Training and education of Supplier’s national sales force with participation from the Supplier’s executive leadership, along with the OMNIA Partners team within first 90 days

Deadline: 9/8/2026 02:00 PM (CT) 26-14 Addendum 2Page 17 of 38 pages

Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to market the Master Agreement to current Participating Public Agencies, existing Public Agency customers of Supplier, as well as to prospective

Public Agencies nationwide immediately upon award, to include, but not limited to:

i. Creation and distribution of a co-branded press release to trade publications

ii. Announcement, Master Agreement details and contact information published on the Supplier’s website within first 90 days

iii. Design, publication and distribution of co-branded marketing materials within first 90 days

iv. Commitment to attendance and participation with OMNIA Partners at national (i.e. NIGP Annual Forum, NPI Conference, etc.), regional (i.e. Regional NIGP Chapter Meetings, Regional Cooperative Summits, etc.) and supplier-specific trade shows, conferences and meetings throughout the term of the Master Agreement

v. Commitment to attend, exhibit and participate at the NIGP Annual Forum in an area reserved by OMNIA Partners for partner suppliers. Booth space will be purchased and staffed by Supplier. In addition, Supplier commits to provide reasonable assistance to the overall promotion and marketing efforts for the NIGP Annual Forum, as directed by OMNIA Partners.

vi. Design and publication of national and regional advertising in trade publications throughout the term of the Master Agreement

vii. Ongoing marketing and promotion of the Master Agreement throughout its term (case studies, collateral pieces, presentations, promotions, etc.)

viii. Dedicated OMNIA Partners internet web-based homepage on Supplier’s website with:

• OMNIA Partners standard logo;

• Copy of original Request for Proposal;

• Copy of Master Agreement and amendments between Principal Procurement Agency and Supplier;

• Summary of Products and pricing;

• Marketing Materials

• Electronic link to OMNIA Partners’ website including the online registration page;

• A dedicated toll-free number and email address for OMNIA Partners

GENERAL TERMS AND CONDITIONS

Respondent agrees to comply with the Contract and General Terms and Conditions provided as an attachment to this online bid event. Any deviations to the Contract and General Terms and Conditions may be provided using the procedures set forth in the attribute pertaining to deviations.

I certify compliance with this attribute.

(Required: Check if applicable)

DEVIATIONS TO TERMS AND CONDITIONS

Any Deviation from the RFP documents, including the General Terms and Conditions, Notice to Offeror, or any other document presented with terms for consideration by the proposer MUST be documented and presented on the Deviation Form and attached to this electronic bid event via an electronic upload to the "Response Attachments" tab. In addition to indicating the requested deviations on the form, additional pages may be provided to more thoroughly explain each deviation listed on the Deviation Form.

I certify compliance with this attribute.

Deadline: 9/8/2026 02:00 PM (CT) 26-14 Addendum 2Page 18 of 38 pages

FELONY CONVICTION NOTIFICATION

State of Texas Legislative Senate Bill No. 1 Section 44.034, Notification of Criminal History, Subsection (a), states “a person or business entity that enters into an agreement 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 the agreement 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) states “this section does not apply to a publicly held corporation”.

Use the list of values associated with this item to identify your status as it relates to this legal requirement.

Non-Felon - person/owner IS NOT a convicted felon

Not Applicable-firm is a publicly held corporation Felon - person/owner IS a convicted felon (Required: Check only one)

NAME OF FELON AND NATURE OF FELONY, IF APPLICABLE

If response to previous attribute was "Felon - person/owner IS a convicted felon", vendor shall give the name of the felon and details of conviction.

If you did not answer "Felon - person/owner IS a convicted felon" in the previous question, type "N/A" in the respective field.

CRIMINAL HISTORY RECORDS REVIEW OF CERTAIN CONTRACT EMPLOYEES

Texas Education Code Chapter §22.0834 requires that criminal history records be obtained regarding covered employees of entities that contract with a school entity in Texas to provide services for that school entity (“Contractors”) and entities that contract with school entity contractors (“Subcontractors”). Covered employees with disqualifying criminal histories are prohibited from serving at a school entity. Contractors/Subcontractors contracting with a school entity shall (1) maintain compliance with the requirements of Texas Education Code Chapter 22 to the school entity; and (2) require that each of their subcontractors complies with the requirements of Texas Education Code Chapter 22. Contractors performing work at a school entity in Texas must comply with these statutes.

Compliance includes providing or causing employees and sub-contractor employees to provide requested information and fingerprinting upon request.

Covered employees: Employees of a Contractor/Subcontractor who have or will have continuing duties related to the service to be performed at a school entity and have or will have direct contact with students. The school entity will be the final arbiter of what constitutes continuing duties and direct contact with students at their school.

I certify compliance with this attribute.

Deadline: 9/8/2026 02:00 PM (CT) 26-14 Addendum 2Page 19 of 38 pages

HISTORICALLY UNDERUTILIZED BUSINESS (HUB) CERTIFICATION

Businesses that have been certified by the Texas Building and Procurement Commission (TBPC) or other qualified agency as Historically Underutilized Business (HUB) entities are encouraged to indicate their HUB status when responding to this proposal invitation. The electronic catalogs will indicate HUB certifications for vendors that properly indicate and document their HUB certification on this form.

Select one of the available options:

OPTION A: My business has NOT been certified as HUB.

OPTION B: I certify that my business has been certified as a Historically Underutilized Business (HUB), and I have/will upload the certification information into the "Response Attachments" Tab located in this online bidding event.

OPTION A - Not HUB OPTION B - HUB

Deadline: 9/8/2026 02:00 PM (CT) 26-14 Addendum 2Page 20 of 38 pages

DISCLOSURE OF INTERESTED PARTIES

Texas state law requires the Disclosure of Interested Parties be filed with a public entity, including regional service centers and school districts, for any contract which:

(1) requires an action or vote by the governing body; or

(2) has a value of $1 million or more; or

(3) for any services provided that would require an individual to register as a lobbyist under TX Gov’t Code Chapter 305.

NOTE: This form is not required if the vendor is a publicly-traded business entity, including a wholly-owned subsidiary of the business entity (a company in which ownership is dispersed among the general public via shares of stock which are traded via at least one stock exchange or over-the-counter market).

If you are required by law to submit this form, it must be completed online at the Texas Ethics Commission website.

Obtain a numbered certificate and click the link below to access the instructions and to complete this required form.

Upon completion, vendors required to submit the form must attach it to the proposal via the "Response Attachments" Tab.

Click here to complete the form on the Texas Ethic Commission's 1295 Form webpage.

Please note: The District must verify receipt of all required 1295 forms received within 30 days on the Texas Ethics Commission website. This verification does not indicate a contract award. Contract awards will be issued via direct communication from the AISD Purchasing Department. A contract requiring a Disclosure of Interested Parties form is voidable at any time if:

(1) the governmental entity or state agency submits to the business entity written notice of the business entity's failure to provide the required disclosure; and

(2) the business entity fails to submit to the governmental entity or state agency the required disclosure on or before the 10th business day after the date the business entity receives the written notice.

IF UNDER LAW YOU ARE EXEMPT FROM SUBMITTING THIS 1295 FORM, PROPOSERS MUST SUBMIT A

DOCUMENT THAT SHOWS PROOF OR PROVIDES EXPLANATION OF THIS EXEMPTION.

THE FOLLOWING CONTRACTS ARE EXEMPT FROM THE REQUIREMENTS OF TEXAS DISCLOSURE OF

INTERESTED PARTIES LAWS:

• a sponsored research contract of an institution of higher education;

• an interagency contract of a state agency or an institution of higher education;

• a contract related to health and human services if:

• the value of the contract cannot be determined at the time the contract is executed; and

• any qualified vendor is eligible for the contract;

• a contract with a publicly traded business entity, including a wholly owned subsidiary of the business entity;

• a contract with an electric utility, as that term is defined by Section 31.002, Utilities Code; or

• a contract with a gas utility, as that term is defined by Section 121.001, Utilities Code.

I certify compliance with this attribute.

Deadline: 9/8/2026 02:00 PM (CT) 26-14 Addendum 2Page 21 of 38 pages https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm

CONFLICT OF INTEREST QUESTIONNAIRE

Region 4 Education Service Center (Region 4) is required to comply with Texas Local Government Code Chapter 176, Disclosure of Certain Relationships with Local Government Officers. House Bill 23 significantly changed Chapter 176 as well as the required disclosures and the corresponding forms. As of September 1, 2015, any vendor who does business with Region 4 or who seeks to do business with Region 4 must fill out the new Conflict of Interest Questionnaire (CIQ) if a conflict of interest exists. A conflict of interest exists in the following situations:

1) If the vendor has an employment or other business relationship with a local government officer of Region 4 or a family member of the officer, as described by section 176.003(a)(2)(A) of the Texas Local Government Code; or

2) If the vendor has given a local government officer of Region 4, or a family member of the officer, one or more gifts with the aggregate value of $100, excluding any gift accepted by the officer or a family member of the officer if the gift is: (a) a political contribution as defined by Title 15 of the Election Code; or (b) a gift of food accepted as a guest; or

3) If the vendor has a family relationship with a local government officer of Region 4.

“Vendor” means a person who enters or seeks to enter into a contract with a local governmental entity. The term includes an agent of a vendor. The term includes an officer or employee of a state agency when that individual is acting in a private capacity to enter into a contract. The term does not include a state agency except for Texas Correctional Industries. Texas Local Government Code 176.001(7).

“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. Texas Local

Government Code 176.001(3).

“Family relationship” means a relationship between a person and another person within the third degree by consanguinity or the second degree by affinity, as those terms are defined by Subchapter B, Chapter 573, Government Code. Texas Local Government Code 176.001(2-a).

“Local government officer” means: (A) a member of the governing body of a local governmental entity; (B) a director, superintendent, administrator, president, or other person designated as the executive officer of a local governmental entity; or (C) an agent of a local governmental entity who exercises discretion in the planning, recommending, selecting, or contracting of a vendor. Texas Local Government Code 176.001(4).

Individuals serving as a Member of the Board of Directors, the Executive Director, Cabinet Members, and other local government officers may be found at: https://www.esc4.net/about/about-region-4.

For additional information on Conflict of Interest Questionnaire, and the statutes that mandate it, please visit the following links:

Texas Local Government Code, Section 176 Texas House Bill 23

A blank Conflict of Interest Questionnaire is available by clicking:

https://www.ethics.state.tx.us/data/forms/conflict/CIQ.pdf.

If your firm is required to return a completed Conflict of Interest Questionnaire with your proposal submission, use the "Response Attachments" Tab to upload the completed document.

I certify compliance with this attribute.

(Required: Check if applicable)

Deadline: 9/8/2026 02:00 PM (CT) 26-14 Addendum 2Page 22 of 38 pages https://www.esc4.net/about/about-region-4 http://www.statutes.legis.state.tx.us/docs/lg/htm/lg.176.htm http://www.capitol.state.tx.us/tlodocs/84R/billtext/html/HB00023F.HTM https://www.ethics.state.tx.us/data/forms/conflict/CIQ.pdf

ENTITITES THAT BOYCOTT ISRAEL

Pursuant to Chapter 2271 of the Texas Government Code, the Respondent hereby certifies and verifies that neither the Respondent , nor any affiliate, subsidiary, or parent company of the Respondent , if any (the “Respondent Companies”), boycotts Israel, and the Respondent agrees that the Respondent and Respondent Companies will not boycott Israel during the term of this Agreement. For purposes of this Agreement, the term “boycott” shall mean and include refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory, but does not include an action made for ordinary business purposes.

EXCEPTIONS: Clause only applies to contracts and contractors that meet the following criteria: (i) Respondent is not a sole proprietorship; (ii) with 10 or more full-time employees; and (iii) with a contract to be paid a value of $100,000 or more wholly or partially from public funds of the governmental entity.

I certify compliance with this attribute.

(Required: Check if applicable)

FOREIGN TERRORIST ORGANIZATIONS

Section 2252.152 of the Texas Government Code prohibits Region 4 ESC from awarding a contract to any person who does business with Iran, Sudan, or a foreign terrorist organization as defined in Section 2252.151 of the Texas Government Code. Respondent certifies that it not ineligible to receive the contract.

I certify compliance with this attribute.

(Required: Check if applicable)

FIREARMS ENTITIES AND TRADE ASSOCIATIONS DISCRIMINATION

Respondent verifies that: (1) it does not, and will not for the duration of the contract, have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association or (2) the verification required by Section 2274.002 of the Texas Government Code does not apply to the contract. If circumstances relevant to this provision change during the course of the contract, Respondent shall promptly notify Region 4 ESC.

APPLICABILITY: This clause applies only to a contract that: (1) is between a governmental entity and a company with at least 10 full-time employees; and

(2) has a value of at least $100,000 that is paid wholly or partly from public funds of the governmental entity.

EXCEPTIONS: This clause is not required when a state Agency: (1) contracts with a sole-source provider; or (2) does not receive any bids from a company that is able to provide the written verification required by Section 2274.002(b) of the Texas Government Code.

I certify compliance with this attribute.

(Required: Check if applicable)

ENERGY COMPANY BOYCOTT PROHIBITED

Respondent represents and warrants that: (1) it does not, and will not for the duration of the contract, boycott energy companies or (2) the verification required by Section 2274.002 of the Texas Government Code does not apply to the contract. If circumstances relevant to this provision change during the course of the contract, Respondent shall promptly notify Region 4 ESC.

EXCEPTIONS: Clause only applies to contracts and contractors that meet the following criteria: (i) a “company” within the definitions of Section

2274.001(2) of the Tex. Gov’t Code; (ii) with 10 or more full-time employees; and (iii) with a contract to be paid a value of $100,000 or more wholly or partially from public funds of the governmental entity.

I certify compliance with this attribute.

Deadline: 9/8/2026 02:00 PM (CT) 26-14 Addendum 2Page 23 of 38 pages

CRITICAL INFRASTRUCTURE AFFIRMATION

Pursuant to Government Code Section 2274.0102, Respondent certifies that neither it nor its parent company, nor any affiliate of Respondent or its parent company, is: (1) majority owned or controlled by citizens or governmental entities of China, Iran, North Korea, Russia, or any other country designated by the Governor under Government Code Section 2274.0103, or (2) headquartered in any of those countries.

EXCEPTION: Clause only applies to solicitations and contracts in which the contractor would be granted direct or remote access to or control of critical infrastructure, as defined by Section 2274.0101 of the Texas Government Code, in this state, other than access specifically allowed for product warranty and support purposes.

The Governor of the State of Texas may designate countries as a threat to critical infrastructure under Section 2274.0103 of the Texas Government Code.

Agencies should promptly add any country that is designated by the Governor to this clause.”

I certify compliance with this attribute.

(Required: Check if applicable)

OPEN RECORDS POLICY

All proposals, information and documents submitted are subject to the Public Information Act requirements governed by the State of Texas once a Contract(s) is executed. If an Offeror believes its response, or parts of its response, may be exempted from disclosure, the Offeror must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt and include detailed reasons to substantiate the exemption. Price is not confidential and will not be withheld. Any unmarked information will be considered public information and released, if requested under the Public Information Act.

The determination of whether information is confidential and not subject to disclosure is the duty of the Office of Attorney General (OAG). Region 4 ESC must provide the OAG sufficient information to render an opinion and therefore, vague and general claims to confidentiality by the Offeror are not acceptable. Region 4 ESC must comply with the opinions of the OAG.