DEO_LENDING_PARTNERS_RFI_2-10-2025.docx

Purchasing Department DeAnna Faggart, Director 306 E. Jackson Street, 2E Tampa, Florida 33602

Office (813) 274-8351 Fax: (813) 274-8355

June 21, 2024

REQUEST FOR INFORMATION FOR

LENDING PARTNERS FOR COMMERCIAL ESTABLISHMENTS

Responses for the Lending Partners for Commercial Establishments, RFI# ******* will be received by the Director of Purchasing, City of Tampa, until 2:30 P.M., then be opened.

Attached are important instructions and specifications regarding responses to this Request for Information (RFI).

Questions regarding Vendor Registration, accessing bid documents or submission assistance within the OpenGov eProcurement Portal shall be emailed to procurement-support@opengov.com.

Reference RFI # and name in email subject line. Questions pertaining to the Bid document/specifications will be accepted up to five business days prior to the scheduled opening date and time and shall be submitted within the OpenGov eProcurement Portal. Per the City of Tampa’s Communication Policy during any solicitation period including any protest and/or appeal, there should be no contact with City officials or employees, other than the Analyst, the Director of Purchasing or the Legal Department, permitted from any Bidder. Such communication shall result in an automatic disqualification for selection in the pending solicitation and any subsequent City solicitations for a period of six (6) months, no matter the outcome of the solicitation or any protest and/or appeal.

Responses shall be accepted no later than the time and date specified on the RFI. The RFI Opening shall be thereafter and posted to OpenGov. All responses received after the due date and time shall be rejected. Offers by mail, hand delivery or express mail, email, telephone or transmitted by facsimile (FAX) machine are not acceptable. All submittals are uploaded electronically into the OpenGov eProcurement Portal. No bid may be withdrawn or modified after the time fixed for the opening of responses.

Electronic submittals shall be uploaded in the OpenGov eProcurement Portal via link:

https://procurement.opengov.com/portal/cityoftampa/projects/137388

STATEMENT OF NO SUBMISSION

WE WANT YOUR FEEDBACK BECAUSE IT MATTERS TO US

The Purchasing Department’s mission is to provide the best specifications in our solicitation packages to receive maximum participation from the industry/market. Please take a few minutes to briefly explain to us why you will not be responding to the City’s RFI by clicking "NO BID" at *****.

INSTRUCTIONS TO BIDDER

City of Tampa RFI’s are issued electronically via the OpenGov eProcurement Portal. Obtaining solicitations through OpenGov will ensure that the Bidder will have the following capabilities: receipt of bid documents electronically, track the status of bid award activity, receive addenda, receive the results of bid awards and view plans and blueprints online electronically. Bidders who obtain specifications and plans from sources other than OpenGov are cautioned that the bid packages may be incomplete. The City will not accept incomplete bids. Contact OpenGov Support at procurement-support@opengov.com for more information.

The City is not responsible for errors and omissions occurring in the transmission or downloading of any bid documents, plans, or specifications from the OpenGov eProcurement Portal. OpenGov has no affiliation with the City of Tampa other than as a service that facilitates communication and bid submittals between the City and its bidders. OpenGov is an independent entity and is not an agent or representative of the City. Communications to OpenGov does not constitute communications to the City. Contact OpenGov Support at procurementsupport@opengov.com for more information.

Submitters discovering any ambiguity, conflict, discrepancy, omission, or other error in this RFI, shall immediately notify the City of such error in writing and request modification or clarification of the RFI within the OpenGov eProcurement Portal. Modifications will be made by issuing an addendum and will be given by written notice to all prospective Bidders who received an original BID from OpenGov (those who are on the Plan Holders List). Addenda will be posted and disseminated by OpenGov at least five days prior to this RFI opening date. The Proposer is responsible for clarifying any ambiguity, conflict, discrepancy, omission, or other error in the RFI prior to submitting the bid or it shall be deemed waived.

The RFI document contains a General Conditions Section and an Information Requested Section. General Conditions contain general requirements and the information Requested Section details the information the City is interested in responses in finding a solution(s) for the initiative’s goal.

The Proposer shall comply with the applicable requirements of Federal and state laws, all Codes and Ordinances of the City of Tampa as amended from time to time and any applicable professional regulations.

The Proposer is expected to carefully examine the entire RFI package, including but not limited to all the provisions, terms, and conditions. Failure to do so will be at the Proposer’s risk.

GENERAL CONDITIONS FOR

LENDING PARTNERS FOR COMMERCIAL ESTABLISHMENTS

1. SCOPE OF SERVICES

1.1. INTRODUCTION. The City of Tampa’s Development and Economic Opportunity Portfolio is soliciting feedback from lending institutions interested in providing flexible, competitive financing terms to commercial establishments in designated areas to support neighborhood stabilization and economic revitalization. The City will be utilizing information gathered in this request for information to develop financing programs intended to support long-term objectives related to the Community Redevelopment Agency and a Retail Initiative in Low to Moderate Income Areas as described in Sections 1.2. and 1.3. below. Information gathered will be utilized in developing an application for a lender referral list to provide the business community, participating in the City’s economic development programs.

1.1.1. Loan Programs. The City of Tampa is soliciting information from interested lenders on their programs to assist small business by offering competitive and flexible credit options in the form of microloans, standard, and/ or commercial mortgage loans for the following purposes:

· Acquiring, refinancing, or improving real estate;

· working capital;

· purchasing equipment and machinery.

Eligible credit activities by lending partners could include existing or proposed programs that may consist of (but are not limited to):

· Enabling the establishment and use of flexible credit requirements for lending activity to Eligible Projects, such as loaning funds for a greater percentage of the project’s cost than typical;

· offering discounted interest rates from lender’s existing loan policies and products to better meet market demand;

· waiving or changing typical lending policies and requirements, such as waiving origination fees;

· establishing a lender consortium to support a dedicated loan loss reserve or guarantee pool to offset increased risk of lending to Eligible Projects; or

· providing grants to Eligible Projects.

1.1.2. Direct Contractor Pay and Progress Payment Policy: This process is typically used for the CRA Commercial Grants listed in section 1.2. On a case-by-case basis, direct contractor and/or progress payments may be approved under the following conditions:

· Awardee must be receiving project funding from a lending agency utilizing an established billing and certified inspection process.

· Awardee must receive prior written approval from the CRA.

Funds for grant projects that have been approved for Legacy Credit may be disbursed as direct contractor payments up to the approved amount. Any required matching funds including project cost, in excess of the award amount, must be covered by the applicant and the funds verified prior to grant approval. A maximum of 20% of the overall project costs may be paid up front with the balance due upon completion. The City is soliciting information from interested lenders on their policies and procedures in regards to direct contractor pay and progress payments.

1.2. COMMUNITY REDEVELOPMENT AGENCY’S (CRA) COMMERCIAL GRANT PORTFOLIO LENDER PROGRAM: The City of Tampa has ten designated community redevelopment areas, as illustrated below in figure 1. Through planning, collaboration and innovation, Tampa’s CRA aims to enhance and develop communities by creating thriving and inclusive neighborhoods that foster economic growth, enhance quality of life, and preserve the unique character of each area.

Figure 1: City of Tampa Community Redevelopment Areas.

The City of Tampa CRA has revamped their commercial grant portfolio to enhance the overall aesthetics and value of commercial properties, while attracting new partners and investors and offering alternative sources of capital to address the challenges associated with blighted properties.

There are four grants, in which commercial property or business owners can apply to enhance the appearance to commercial buildings. The following two reimbursable grants, require a property or business owner to provide matching funds.

1.2.1 Commercial Exterior Grant: This grant can be utilized for the following eligible improvements: exterior deterioration repairs, exterior painting*, exterior doors/windows, minor roof repairs, awning/shutters, exterior weatherization improvements, porches, decorative lighting, decorative fencing, driveway/walkways/sidewalk improvements, ADA accessibility improvements, landscaping/irrigation, tree trimming or removal* and heating, ventilation and Air Conditioning (HVAC) systems. This grant value can be up to $75,000.00 and requires the property or business owner to provide a 50% funding match.

*Improvements have limitations regarding its reimbursement amount.

1.2.2 Commercial Interior Grant: This grant can be utilized for the following eligible improvements: upgrade or new installations of electrical, HVAC systems, plumbing, sprinkler/fire suppression systems, security systems, ADA compliance improvements, carpentry, drywall, masonry, interior door/windows, utility and wastewater management systems, solid waste management systems (fixed systems only), interior painting* or interior flooring*. This grant value can be up to $75,000.00 and requires the property or business owner to provide a 50% funding match.

*Improvements have limitations regarding its reimbursement amount.

1.2.3 Legacy Credit: Tampa’s CRA has designed a legacy credit to reward property owners who already have an existing financial commitment in the designated CRA areas. Long-term property owners may be able to reduce or eliminate grant owner-match requirements for the above referenced grants. The amount of their credit will be determined by the number of years they have owned the property, for which improvements are being made.

1.2.5 APPLICANT PARTICIPATION IN THE CRA COMMERCIAL GRANT PORTFOLIO LENDER PROGRAM: The City is requesting that financial institutions willing to participate in the Community Redevelopment Agency’s (CRA) Commercial Grant Portfolio Lender Program submit any grants or loans programs that include:

· Allow the borrower to utilize the awarded CRA grant funds as downpayment/ borrower contribution to the credit facility,

· provide competitive and flexible credit activities listed in Section 1.1.1. to complement or augment the CRA grant types listed in this section.

· Implement or offer existing Direct Contractor Pay and Progress Payment as described in Section 1.1.2. above.

1.3. RETAIL INITIATIVE LENDER PROGRAM: According to the United States Department of Agriculture (USDA), there are approximately 80,000 residents that live in low income, low access (LILA) areas within the City of Tampa limits. LILA are defined as an area, in which residents do not have access to fresh food and produce within 0.5 miles of their home. Access to affordable, nutritious food is both essential to living a healthy lifestyle and is a basic human right. In effort to address these issues facing our community, the City would like to partner with community organizations to address food insecurity. The city is interested in collaborating with neighborhood corner stores, grocery stores, mobile markets, farmers, and community gardens to move the Fresh Food Initiative forward.

Figure 2: USDA Map of Low Income/ Low Access Communities in the City of Tampa.

The City is looking to support new initiatives or the expansion of existing programs from the greater Hillsborough area that have demonstrated success and can address the needs in LILA communities. In some cases, an organization (nonprofit or for-profit business) may be awarded a matching grant, which are conditional funding awards that require an organization to raise a specified portion of the grant through solicitation of new money and/or in-kind contributions. Therefore, the City of Tampa is soliciting financial institutions to advise on their organization’s customized credit options available to borrowers looking to participate in the initiative to address food insecurity.

The program is intended to assist eligible healthy food retailers, neighborhood corner stores, mobile market, community gardens and/or food enterprises to overcome the higher costs and initial barriers of entry in areas with inequitable access. Financing may be used to purchase land, perform interior or exterior renovations, purchasing of a point-of-sale system (POS), or the purchase of inventory or other required equipment, etc.

1.3.1. APPLICANT PARTICIPATION IN THE RETAIL INITIATIVE LENDER PROGRAM: The City is requesting that financial institution interested in participating in the Retail Initiative Lender Program, submit any customized loans programs that your organization provides, which may be utilized by eligible business borrowers to improve access to healthy food in underserved areas.

· Provide competitive and flexible credit activities listed in Section 1.1.1. to complement or augment the CRA grant types listed in this section, and

· allow borrowers to access loan programs with lower or no downpayment/ borrower contribution requirements.

1.3.2. Please note, the city would like to include the list generated from this RFI on future application submissions for the USDA Healthy Food Financing Initiative and Food Access and Retail Expansion Fund. Any funding utilized under these grant programs will be used to support capacity building and credit enhancements.

1.3.3. Policies and Procedures utilized in the Fresh Food Initiative in Sulphur Springs and East Tampa will be used to assist other retailers in expanding their product offering throughout other areas in the City of Tampa in the coming years. The ultimate objective is to support the expansion of retail product offerings (fresh foods and otherwise) to all communities in the City of Tampa, which is expected to result in increased economic activity and sources of employment.

1.4. LENDER ELIGIBILITY

1.4.1. Be a private, non-profit, quasi-public or tribally owned entity;

1.4.2. Have at least five years of experience directly issuing and servicing loans to small businesses;

1.4.3. Have at least five years of experience providing in-house management and/or technical assistance to its micro-level borrowers;

1.4.4. All lending partners must utilize an established billing and certified commercial construction inspection process.

1.5. INFORMATION TO BE SUBMITTED

If a potential submitter is interested in participating in the City’s Request for Information, the following shall be submitted:

· Name, Address and Company Website

· Please advise if your response is for the Community Redevelopment Agency’s (CRA) Commercial Grant Portfolio Lender Program or Retail Initiative Lender Program. PLEASE NOTE: Submitter’s may responded to one or both programs, if you decide to respond to both please follow the below instructions.

· Multiple Solutions. Multiple responses to the RFI will be accepted from a single provider if each response is comprehensive. Please provide each response separately and clearly mark responses as “Response #1”, “Response #2”, etc.

· The Submitter shall state their understanding of the City’s Request for Information (RFI) being presented and make a positive commitment to participate in this effort.

· Please describe in full detail, whether your organization provides in-house management and/or technical assistance to property or small business owners directly or in partnership with other organizations.

· Please advise on your organization’s requirements for loan disbursement. The City’s interested in learning if your established processes allow for funds to go directly to contractors.

· Please describe in full detail, your organizations billing and certified inspection process for commercial construction loans.

· Please advise on the following criteria:

· Contact Information

· Geographic Service Area

· Loan Types

· Recording Fees for Secured Loans

· Pre-Approval Options (ex: phone, website, branch)

· Are Interest Rates Fixed or Variable?

· What Index is used to Price Loans?

· Competitive Differentiators

· Organization’s Annual Loan Issuance for Small Businesses - Capital Improvements (FY21-23).

· Average Business Days for your Loan Approval Process (by loan type).

· If applicable, please describe any additional programs your organization utilizes to assist property or small business owners in distressed areas.

· Submitters are not required to commit to specific interest rates for any solutions provided. Interest rates and terms of the loan will be determined by the lender agency based on its credit policy. However, please detail whether you intend to implement a special credit program for either of these initiatives. If so, please describe how your proposed program is advantageous to the borrower (lower credit rating requirements, lower downpayments, interest rate discounts, fee discounts, extended loan terms, etc.).

1.5. PREPARATION AND SUBMISSION OF REQUEST

Responses should be prepared simply providing a straightforward, concise description of their services.

All responses shall be organized in the following manner and identified with tabs:

· Title Page. Type the name of the Submitter’s agency/firm, address, telephone number, name of contact person and the title of the RFI

· Table of Contents. Include a clear identification of the written material by section and by page number.

· Tab 1: Attachment A. Submit the Participation Signature Form.

· Tab 2: Addenda. Include a copy of the signed addendum or addenda associated with the RFI, if applicable.

· Tab 3: Section I. Scope of Services. Include all the requirements and/or documentation requested under Section 1

2. GENERAL CONDITIONS

2.1. RESPONSE DUE DATE. Sealed responses will be received no later than the date and time indicated on page one of this document. Response will not be accepted after this time.

2.2. ADDENDUM AND AMENDEMENT TO RFI. If it becomes necessary to revise or amend any part of this RFI, Demandstar will provide notification of the Addendum to all perspective Submitters who received an original RFI notification from Demandstar (those who are on the Plan Holder’s List). Addenda will be posted and disseminated by GetALL at least five days prior to the RFI opening date. Comment by Amanda Alfarah: Purchasing - please confirm that Addendum document for signature is posted to GetAll not Demandstar.

It will be the responsibility of the Submitter to contact GetALL prior to submitting a response to ascertain if any addenda have been issues, to obtain all such addenda and to return the executed addenda with their response.

2.3. COMMUNICATION POLICY. During any solicitation period including any protest and/or appeal, no contact with City officials or employees, other than with the analyst, the Director of Purchasing or the Legal Department, is permitted from any submitter. Such communication shall result in an automatic disqualification for selection in the pending solicitation and any subsequent City solicitations for a period of six (6) months, no matter the outcome of the solicitation or any protest and/or appeal.

2.4. CANCELLATION. When deemed to be in the best interest of the City of Tampa, any awards resulting from this specification may be cancelled by the following means:

2.5. FLORIDA PUBLIC RECORDS LAW. In accordance with Chapter 119 of the Florida Statutes, and, except as may be provided by Chapter 119 of the Florida Statutes and other applicable State and Federal Laws, all submitter should be aware that the responses thereto are in the public domain and are available for public inspection and copying. Using ATTACHMENT B – PUBLIC RECORDS DECLARATION OR CLAIM OF EXEMPTION, Submitter is required to acknowledge whether or not they are asserting that certain information in its response that is confidential and/or proprietary and/or exempt from public disclosure. If the Submitter is asserting that certain information in its response is confidential and/or proprietary and/or exempt from public disclosure, then the Submitter is required to do the following: (1) identify, with specificity, the information which the Submitter asserts is confidential and/or proprietary and/or exempt from public disclosure, (2) place such information in a separate file labeled “REDACTED, EXEMPT FROM PUBLIC DISCLOSURE” this uploaded document must be separate from the Submitter’s other response documents, (3) specifically cite the applicable Florida Statute(s) that exempts such information from public disclosure - such citation must be placed within the redacted file. The “REDACTED” file that contains the Submitter’s confidential/proprietary/exempt information must be submitted with the Submitter’s other bid documents. Submitter is advised that failure to follow the aforementioned instructions may result in Submitter’s alleged confidential/proprietary/exempt information being disclosed to the public. This will be the Submitter’s “REDACTED” copy. All submittals received in response to this solicitation will become the property of the City of Tampa and will not be returned. * All uploaded documents may not have special characters in the file name, #, *, @, etc.

*Note: The City will not accept submittals when the entire submittal is labeled as exempt from public disclosure.

2.5.1. In accordance with section 119.071(1)(b)2, Florida Statutes, sealed bids, proposals, or replies received by the City of Tampa pursuant to a competitive solicitation are exempt from section 119.07(1), Florida Statutes and section 24(a), Art. I of the State Constitution until such time as the City of Tampa provides notice of an intended decision or until 30 days after opening the bids, proposals, or final replies, whichever is earlier.

2.5.2. In accordance with section 119.071(1)(b)3, Florida Statutes, if the City of Tampa rejects all bids, proposals, or replies submitted in response to a competitive solicitation and the City of Tampa concurrently provides notice of its intent to reissue the solicitation, the rejected bids, proposals, or replies remain exempt from section 119.07(1), Florida Statutes and section 24(a), Art. I of the State Constitution until such time as the City of Tampa provides notice of an intended decision concerning the reissued competitive solicitation or until the City of Tampa withdraws the reissued competitive solicitation. A bid, proposal, or reply is not exempt for longer than 12 months after the initial City of Tampa notice rejecting all bids, proposals, or replies.

2.5.3. The City of Tampa is a public agency subject to Chapter 119, Florida Statutes. In accordance with Florida Statutes, 119.0701, Awardee agrees to comply with Florida’s Public Records Law, including the following:

IF THE AWARDEE HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES TO THE AWARDEE’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AWARD, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT 813/274-8351, COTPurchasingPRR@tampagov.net, AND MAILING ADDRESS OF PURCHASING DEPARTMENT, TAMPA MUNICIPAL OFFICE BUILDING, 2ND FLOOR, 306 E. JACKSON STREET, TAMPA, FL 33602.

2.6. LAWS, CODES AND ORDINANCES. Awardee shall comply with all Federal, State, County and City laws, rules, and regulations as applicable to this bid.

2.7. CITY OF TAMPA ETHICS CODE. Bidder shall comply with all applicable governmental and city rules and regulations including the City's Ethics Code which is available on the City's website. (City of Tampa Code, Chapter 2, Article VIII. - Section 2-522).

Moreover, each Bidder responding to this Invitation to Bid acknowledges and understands that the City's Charter and Ethics Code prohibit any City employee from receiving any substantial benefit or profit out of any award or obligation entered into with the City, or from having any direct or indirect financial interest in effecting any such award or obligation. Awardee shall ensure that no City employee receives any such benefit or interest as a result of the award of this Invitation to Bid. (City of Tampa Code, Chapter 2, Article VIII. - Section 2-514(d)).

Please note that the City's Ethics Code may be accessed on the Internet by utilizing the website link http://www.tampagov.net/human-resources/info/lobbyist-information or can be found in the City of Tampa’s municipal codes published online by the Municipal Code Corporation at the website link https://www.municode.com/library/fl/tampa/codes/code_of_ordinances. Printed copies of the Ethics Code can also be obtained from the City Clerk's Office for a fee of $0.15 cents a page.

2.8. INCURRED EXPENSES. The City is not responsible for any expenses which the Submitter may incur in preparation and submittal of information requested by this RFI, including but not limited to, costs associated with travel, accommodation, interviews/presentations or testing.

2.9. CONFLICT OF INTEREST. The City requires that the Submitter provide professional, objective, and impartial advice and at all times hold the City’s interest(s) paramount, strictly avoid conflicts with other assignments or their own corporate interests and act without any consideration for future work. The Submitter has an obligation to disclose any situation of actual or potential conflict that impacts their capacity to serve the best interest of the City, or that may reasonably be perceived as having this effect.

Any such interests on the part of the Submitter or their employees, must be disclosed in writing to the City on ATTACHMENT C - CONFLICT OF INTEREST DISCLOSURE FORM that is included with this solicitation document. Also, the Bidder is aware of the conflict-of-interest laws of the State of Florida and the City of Tampa and agrees that they shall fully comply in all respects with the terms of said laws.

2.10. GOVERNING LAW/VENUE. The laws of the State of Florida (without giving effect to its conflicts of law principles) govern all matters arising out of or relating to this solicitation, including, without limitation, its interpretation, construction, performance, and enforcement. The parties hereto submit to the exclusive jurisdiction and venue of the state and federal courts located in Hillsborough County, Florida.

2.11. TERMS AND CONDITIONS

2.11.1. This is only a Request for Information (RFI) and should not be construed as intent, commitment or promise to acquire or invest in the solutions presented by potential Submitters.

2.11.2. The RFI is being submitted strictly for the purpose of gaining knowledge of the products and services available on the market to increase access to fresh food within low access areas around the City of Tampa.

2.11.3. From the information collected, the City will review all information and options related to the plan review system, assess our needs and refine our requirements. The City reserves the right to contact the Submitters for additional information at its sole discretion and to issue additional requests, if necessary.

2.11.4. The City may request the Submitter’s to present their solution to City Staff. All costs associated with providing a presentation/demonstration of their solution is the sole responsibility of the Submitter.

2.11.5. At a later date, the City may release a form solicitation, a Request for Proposal (RFP), for the Fresh Food Initiative. Submitter’s that do not participate in this RFI process will not be excluded from future RFP Solicitation. However, the City of Tampa posts all Bids and Request for Proposals (RFP) on Demandstar’s distribution network. DemandStar is a national bid network. Free subscription is available to access bids from the City of Tampa only. A fee is required if subscribing to other jurisdictions or multiple agencies. Contact Demandstar at 800-711-1715 or visit www.demandstar.com/supplier to subscribe or for more information. The Bid Documents, Addenda, Tabulations and submittals will be done on GETALL. Please see the first page of this RFI for more information on utilizing the GETALL interface.

PARTICIPATION SIGNATURE FORM FOR

LENDING PARTNERS FOR COMMERICAL ESTABLISHMENTS

In order to participate in the City’s Request for Information, please complete and submit the following:

Please type or print:

Name of Firm: ___

Address: ________

City: State: Zip: ___

Contact Person: ___

Telephone No.: Fax No.: Email: _____________

Authorized Signature: ______ Date: ___

STATEMENT OF PARTICIPATION

( ) We will be participating in the Request for Information. Attached to the Participation Application is the information requested under Section I. Scope of Services, Section 3. Information To Be Submitted.

( ) We decline to participate for the following reasons:

Please Note: After the City receives the Participation Signature Form and required documentation, the City, at its sole discretion reserves the right to contact the Provider for additional information or to test the Provider’s solution(s).

ATTACHMENT B - PUBLIC RECORD DECLARATION OR CLAIM OF EXEMPTION

As a Bidder, any document you submit to the City of Tampa may be public record and be open for personal inspection or copying by any person. In Florida “public records” are defined as all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made, or received pursuant to law or ordinance or in connection with the transaction of official business by any agency. Section 119.011(11), F.S. A document is subject to personal inspection and copying unless it falls under one of the public records exemptions created under Florida law. Please designate what portion of your bid, if any, qualifies to be exempt from inspection and copying:

Note: Execute either section I. or II., but not both; Bidder may not modify language.

Information regarding the Florida Public Records Law can be located in the ITB in the General Conditions.

I. NO EXEMPTION FROM PUBLIC RECORDS LAW

No part of the bid submitted is exempt from disclosure under the Florida public records law, Ch. 119, F.S.

Bidder’s Signature Date

II. EXEMPTIOM FROM PUBLIC RECORDS LAW AND AGREEMENT TO INDEMNIFY AND DEFEND THE CITY OF TAMPA

The following parts of the bid submitted are exempt from disclosure under the Florida public records law because: (list exempt parts and statutory citation):

By claiming that parts of the bid are exempt from the public records law, the undersigned Bidder agrees to protect, defend, indemnify, and hold the City of Tampa, its officers, employees, and agents free and harmless from and against any and all claims arising out of a request to inspect or copy the bid. The undersigned Bidder agrees to investigate, handle respond to, provide defense (including payment of attorney fees, court costs, and expert witness fees and expenses up to and including any appeal) for and defend any such claim at its sole cost and expense through counsel chosen by the City of Tampa and agrees to bear all other costs and expenses related thereto, even if they (claims, etc.) are groundless, false, or fraudulent.

Bidder’s Signature Date

ATTACHMENT C - CONFLICT OF INTEREST DISCLOSURE FORM

For purposes of determining any possible conflict of interest, all bidders, must disclose if any elected or appointed officer of the City of Tampa, City of Tampa employee(s), or any immediate family member* or close personal relation** of an elected or appointed officer of the City of Tampa or City employee(s) is also an owner, corporate officer, agent, employee, stockholder, or has a controlling financial interest***, etc., of their business.

*Immediate family means spouse, parents and children of the person involved.

**Close personal relationship means dating, cohabitation, and/or having an intimate sexual relationship. Dating includes but is not limited to casual dating, serious dating, or casual sexual involvement where the parties have no intention of carrying on a long-term relationship, cohabitation, and any other conduct or behavior normally associated with romantic or sexual relationships. This definition applies regardless of the sexual orientation of the employees involved. Persons involved in a close personal relationship shall be referred to as a "close personal relation."

***Controlling financial interest means ownership, directly or indirectly, to ten (10) percent or more of the outstanding capital stock in any corporation or a direct or indirect interest of ten (10) percent or more in a firm, partnership, or other business entity or such other interest or position in a business entity sufficient to allow him or her to control its operations.

Indicate either “yes” (a City employee, elected or appointed official is also associated with your business), or “no”. If yes, give person(s) name(s) and position(s) with your business.

YES _____ NO _____

NAME(S) / POSITION(S)

FIRM NAME: _____________________________________________________________ ___

BY (PRINTED NAME): ________________________________________________________________ BY (SIGNATURE): ___________________________________________________________________ TITLE: ____________________________________________________________________________

DATE:

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