ESBD_464952_1761322642720_IFB - Event Venue (10-24-25).docx

Invitation for Bids for Event Venue (“IFB”) for Integral Care*

*Any contract awarded as a result of this IFB may be referred to in this IFB as a “Contract”, and any person or entity submitting a response to this IFB (a “Bid”) may be referred to in this IFB as a Bidder. Any Bidder selected for a Contract award may be referred to herein as a “Successful Bidder”. Before submitting a Bid, please read the ENTIRE IFB. Failure to read any part of this IFB will not relieve the Successful Bidder of its obligations under a Contract.

November 20, 2025 at 5:00 PM CT

Bids shall be delivered via electronic mail attachment to:

Integral Care Brody Ballard, Coordinator of Legal Services brody.ballard@integralcare.org

DESCRIPTION OF INTEGRAL CARE

Integral Care provides community-based behavioral health and intellectual/developmental disabilities services in Travis County, Texas. Integral Care began providing services in 1967. Integral Care is a community center under Chapter 534 of the Texas Health and Safety Code, and is classified by the Internal Revenue Service as a 501(c)(3) tax-exempt organization. Integral Care is an agency of the State, a unit of local government and is governed by a ten-member Board of Trustees (“Board”), nine of whom are appointed to two-year staggered terms by the City Council of the City of Austin, the Travis County Commissioners Court, and the Board of Managers of the Travis County Healthcare District dba Central Health. The Travis County Sheriff serves as a statutorily appointed ex-officio member of the Board. Integral Care’s Key Persons List is shown in Attachment A.

Integral Care is the local mental health authority and the local intellectual and developmental disability authority for Travis County, Texas, and currently employs approximately 1,100 full-time, part-time and relief employees, and operates approximately 46 business locations of varying types (e.g., office, clinic, residential) throughout the Austin/Travis County area.

EQUAL OPPORTUNITY

Integral Care’s Board and leadership are committed to conducting its activities in accordance with federal, state and local laws and regulations related to:

· Non-discrimination based on race, color, religion, sex, national origin, disability, age, genetic information and veteran status.

· Providing employment and access to its services irrespective of disability.

· Providing equal pay without discrimination with respect to sex.

For more information, please see Integral Care’s Fiscal Year 2024 Annual Report, Fiscal Year 2026-28 Strategic Plan, and the United States Department of Health and Human Services National Culturally and Linguistically Appropriate Services (CLAS) Standards.

DESCRIPTION OF SERVICES (“Services”):

Integral Care seeks an Americans with Disabilities Act (“ADA”) -compliant venue to host its next staff development conference (the “Event”). The Event is scheduled to occur on May 12-13, 2026 in Austin, Texas. The Event will be open to approximately 1000 staff who will have the option of attending one of the two days on which the Event occurs. For this Event, Integral Care requires the following:

· dedicated venue Event manager to support planning from Contract execution to post-Event debrief;

· onsite support and venue staffing on the day of the Event;

· Ballroom space for plenary sessions and lunch (number of attendees per Event day will not exceed 500);

· parking lot capacity for attendees of the Event;

· minimum of five (5) meeting rooms for simultaneous Event breakout sessions of 25 – 100 guests each;

· ability to have Successful Bidder-provided lunch, snacks and beverages at the Event;

· electricity and ability to support multimedia presentations;

· seating for attendees;

· space for a minimum of 10 exhibitors;

· private, locked room for nursing mothers; and

· onsite, indoor restrooms (no portable restrooms).

BID INSTRUCTIONS AND GUIDELINES:

Each Bidder must respond to each of the following items completely by restating each item/question exactly as written and then providing a response.

A. Bidder Information

1. Each Bidder MUST complete and sign the Assurances Document attached to this IFB as Attachment B, and submit the completed, signed Assurances Document as part of the Bid.

2. Does Bidder meet the requirements for qualification as a Historically Underutilized Business (“HUB”)? If so, please include a description of those qualifications. Please attach a copy of any current HUB certificate to the Bid. For purposes of this IFB, a HUB has the same definition as does a “historically underutilized business” in Section 2161.001(2) of the Texas Government Code.

3. Provide the name, legal status (e.g. individual, sole proprietorship, partnership, corporation, etc.), address and contact telephone number of Bidder. Provide the name and address of all persons owning a 5% or greater interest in Bidder’s business.

4. Provide a brief history and description of Bidder’s business that includes years of operation, the number of Bidder’s employees, and each employee’s applicable areas of specialization, and years of operation.

5. Provide the names, addresses, telephone numbers, and email addresses of three (3) business references for which Bidder provides or has provided services similar to the Services. Include a brief description of Bidder’s working relationship with each business reference.

6. Identify whether Bidder is currently on or has ever been placed on vendor hold by any agency or business. If “yes”, provide a detailed explanation.

7. Provide copies of Bidder’s current insurance coverage, with coverage to be at minimum those amounts described in the “Insurance” portion of the “Conditions” section, below.

8. Provide a detailed cost breakdown of the total cost that Integral Care will pay for the Services.

9. Provide a detailed description of the Services including, but not limited to, confirmation that the venue meets all applicable ADA requirements, a menu of food and beverage options, and photos of each of the proposed Event ballroom, meeting rooms and exhibition space.

10. Each Bidder MUST submit a sample contract agreement which includes Bidder’s proposed pricing for the Services and all related terms and conditions related to the Services.

The Bidder may attach additional materials as necessary to provide supporting information and details. All attachments must be identified for easy reference.

GENERAL INFORMATION

Integral Care anticipates awarding one (1) Contract commencing on approximately January 3, 2026. Integral Care reserves the ability to either contract with other third parties in addition to Successful Bidder for the provision of the Services or, if applicable, to provide the Services itself.

All Bids must be received by the Bid Submission Deadline. All Bids must be sent via electronic mail to brody.ballard@integralcare.org by any agent or representative designated by the Bidder. Integral Care will determine the official time of receipt of Bids using the time/date of receipt of the Bid shown by Integral Care’s email server; upon request, a receipt indicating the date and time of receipt will be sent via electronic mail to the deliverer of the Bid. Bids sent via any other method other than electronic mail as described above will not be accepted. Bids received after the Bid Submission Deadline will not be considered.

Any questions concerning the IFB specifications or process shall be directed to Brody Ballard, Coordinator of Legal Services by electronic mail to brody.ballard@integralcare.org, no later than November 12, 2025 at 5:00 PM CT. Response(s) to any such questions will be provided, in a memorandum(s) that will be available on the Texas Electronic State Business Daily website where the IFB is posted and on Integral Care’s website (www.integralcare.org).

CONDITIONS

ACCEPTANCE/REJECTION OF BIDS: Integral Care reserves the right to accept or reject any and/or all Bids, to waive informalities or defects in Bids, or to accept such Bid(s) as it shall deem to be of the best value to Integral Care.

NEGOTIATION: Integral Care further reserves the right to negotiate with Bidders determined to have a reasonable chance of being selected. All such Bidders shall be afforded fair and equal treatment with respect to such negotiations, and no such Bidder shall be given information that would give that Bidder a competitive advantage over any other Bidder.

CANCELLATION: Integral Care may also choose to cancel the IFB without award.

VALIDATION: Integral Care may validate any information in a Bid by using outside sources or materials. If validation discloses that information provided by a Bidder is deliberately false, the Bid will be ineligible for consideration.

ADDENDA: Integral Care reserves the right to modify, interpret and correct the IFB, and any modifications, interpretations or corrections to the IFB and specifications shall be made by written addenda. Integral Care’s General Counsel, through Integral Care’s Coordinator of Legal Services, shall have sole authority to authorize issuance of addenda to this IFB. Addenda shall be made available on the Texas Electronic State Business Daily website where the IFB is posted. All such addenda become, upon issuance, an inseparable part of the specifications, which a Bid must meet to be considered.

ALTERING BIDS: Any corrections, deletions, or additions to Bids must be made in writing and delivered by email to Integral Care’s Coordinator of Legal Services at brody.ballard@integralcare.org prior to the Bid Submission Deadline. The Bidder shall submit substitute pages with an email documenting the changes and to which is attached the specific pages for substitution. The person who submits the email must have authority at least equal to that of the submitter of the Bid.

WITHDRAWAL OF BIDS: A Bid shall not be withdrawn or cancelled by the Bidder unless the Bidder submits an email to that effect prior to the Bid Submission Deadline. The submitter of the withdrawal email must have authority at least equal in authority to the submitter of the Bid.

PUBLIC AVAILABILITY: Integral Care is subject to and complies with the Texas Public Information Act, Chapter 552 of the Texas Government Code. All Bids shall be open for public inspection after the IFB process is concluded, except for information contained in the Bid that Bidder contends is covered by an exception to disclosure under the Texas Public Information Act that is in red ink and clearly identified by the Bidder as such. Such information may still be subject to disclosure under the Public Information Act and other applicable law including, without limitation, opinions from the Texas Attorney General’s Office.

SUBMITTED BIDS: Submitted Bids become the property of Integral Care and will not be returned to the Bidder. Bidder agrees that Integral Care has the right to use, reproduce and distribute copies of and to disclose to Integral Care employees, trustees, agents and contractors and other governmental entities all or part of the Bid, as Integral Care deems appropriate.

SALES TAX: Integral Care is exempt from payment of taxes applicable to the Services described herein; therefore, Bids shall not include taxes.

LIMITATION OF LIABILITY: Integral Care will not enter into any Contract that purports to in any way limit the amount of damages recoverable under the Contract, and any such language included in a Contract will be void and of no effect.

SUCCESSFUL BIDDER MUST COMPLY with all applicable federal, state, county and local rules, codes, regulations, laws and standards. All Services must be in compliance with applicable federal, state, county and local rules, codes, regulations, laws, standards and executive orders as well as with all policies and procedures of Integral Care. A Contract may be subject to Texas Government Code Section 2252.908, which prohibits governmental entities such as Integral Care from entering into certain contracts with a business entity unless the business entity submits a disclosure of interested parties to the governmental entity or state agency at the time the business entity submits the signed contract to the governmental entity or state agency. By submitting a Bid, Bidder agrees to fully comply with all applicable legal requirements including, without limitation, those of Texas Government Code Section 2252.908, as applicable.

EXCEPTION/SUBSTITUTIONS: All Bids meeting the intent and requirements of this IFB shall be considered for award. Bidders taking exception to the specifications, terms and conditions or offering substitutions, shall state these exceptions clearly as a separately identifiable part of the Bid entitled “Bidder’s Exceptions”. The absence of such a statement shall indicate that the Bidder has not taken exceptions and Integral Care shall hold the resultant Bidder(s), if chosen as a Successful Bidder, responsible to perform in strict accordance with the specifications, terms, and conditions of this IFB and Successful Bidder’s Contract. Integral Care reserves the right to accept any and/or none of the exception(s)/substitution(s) as it determines to be in the best interest of Integral Care. Bidder agrees that all exceptions to this IFB as well as terms and conditions advanced by Bidder that differ in any manner from Integral Care’s terms and conditions are rejected unless expressly accepted by Integral Care in writing in a fully-executed Contract.

SILENCE OF SPECIFICATIONS: The apparent silence of this IFB as to any detail or the apparent omission from it of a detailed description concerning any point shall be regarded as meaning that only best practices of quality services and goods will prevail. All interpretations of this IFB shall be made on the basis of this statement.

LIMITATIONS: Any Bidder currently held in abeyance from or barred from the award of a federal or state contract may not contract with Integral Care.

CONSIDERATION: For a Bid to be considered, the Bidder must meet Integral Care’s requirements, demonstrate the ability to perform successfully and responsibly under the terms of the prospective Contract, and submit the completed Bid according to the time frames, procedures, and forms stipulated by Integral Care. Additionally, Bidders shall, at a minimum, be currently licensed/certified in the trade, where applicable, that matches the work being proposed.

CONFLICT OF INTEREST: No public official shall have an interest in any Contract, in accordance with the Texas Local Government Code Title 5, Subtitle C, Chapters 171 and 176.

ETHICS: Bidder shall not offer to or accept any gifts of value from, or enter into any business arrangement individually with any employee, official or agent of Integral Care.

INDEMNIFICATION: To the fullest extent permitted under the laws of the State of Texas, Successful Bidder(s) shall indemnify, defend and hold harmless Integral Care, its trustees, officers, employees, and agents from and against all liabilities, claims, actions, expenses (including but not limited to attorney’s fees and costs related to the investigation of any such claim, action, or proceeding), obligations, losses, fines, penalties, and assessments resulting from or arising out of Successful Bidder’s performance or non-performance under a Contract including, without limitation, negligence or willful misconduct, whether by the Successful Bidder, its directors, officers, employees, contractor’s or agents. Successful Bidder(s) shall utilize legal counsel of Integral Care’s choosing with respect to Successful Bidder’s defense-related obligations under this paragraph.

ASSIGNMENT: Successful Bidder(s) shall not subcontract, sell, assign, transfer or convey its rights and/or obligations with respect to any Contract, in whole or in part, without Integral Care’s prior written consent.

INSURANCE: Successful Bidder(s) shall maintain, at all times during its performance under the Contract, insurance coverage in not less than the following amounts per policy year:

and such other insurance coverage, each to the extent required and in such amounts as may be reasonably required by Integral Care or as may otherwise be required by applicable law.

Successful Bidder(s) is responsible for obtaining and maintaining any riders or other documents necessary to ensure that the coverage described above includes the Services. A legally qualified insurance company acceptable to Integral Care must underwrite all insurance coverage listed above. Each policy evidencing such coverage shall name Integral Care as an additional insured on that policy, and shall contain a provision (to the extent legally permitted) that the insurance company shall give Integral Care as a certificate holder thirty (30) days written notice in advance of (a) any cancellation or non-renewal of the policy, (b) any reduction in the policy amount, (c) any deletion of additional insureds, or (d) any other material modification of the policy. Upon any renewal or change in terms of any insurance policy required above in this section and within ten (10) days after execution of a Contract, Successful Bidder shall provide Integral Care with written evidence (i.e. certificate of insurance), acceptable to Integral Care, of all insurance coverage required herein.

CRIMINAL AND BACKGROUND CHECKS: Successful Bidder(s) must ensure that no person will provide Services under a Contract if that person has been convicted of any of the offenses listed in the Texas Health and Safety Code, Section 250.006(a).

ELIGIBILITY TO WORK IN THE UNITED STATES: Successful Bidder(s) shall ensure that each person who provides Services under a Contract is eligible to work in the United States at the time he/she provides Services, and Successful Bidder shall document such eligibility using the then-current USCIS Form I-9 for all employees who will provide Services, and maintain such documentation for at least six (6) years after the Contract ends, and make such documentation available to Integral Care upon request.

SELECTION OF SUCCESSFUL BIDDER

1. Selection of the Successful Bidder(s), if made, will be based upon demonstrated competence, knowledge, qualifications and reasonableness of the proposed fee, where applicable, for the Services as evidenced by each Successful Bidder’s qualified Bid.

2. Integral Care will make a good faith effort to contract with Historically Underutilized Businesses.

3. Issues concerning a specific Bid(s) may be addressed by Integral Care either in writing or through an individual telephonic, electronic or in-person meeting(s) with each applicable Bidder after an initial review of all Bids. The interviews, if necessary, will be held after the Bid Submission Deadline, and no Bidder participating in any such meeting shall be given information that would give that Bidder a competitive advantage over any other Bidder.

4. A selection, if made, will be based on the Bid that provides best value to Integral Care in accordance with all applicable, laws, rules and regulations including, without limitation, applicable provisions of Chapter 2254 of the Texas Government Code, as indicated by the scoring system described below.

5. Integral Care reserves the right to enter into multiple Contracts with respect to the provision of any of the Services.

6. Any Contract will be prepared by Integral Care, and may contain provisions that are not described in this IFB.

7. Bids will be scored by the point system listed below applied to the Bidder’s responses to the “Bid Instructions and Guidelines” section of this IFB:

PERFORMANCE STANDARDS AND COMPLIANCE

1. Each Successful Bidder’s goods and/or services will be of a standard quality and level of professionalism expected of those businesses engaged in the delivery of similar goods and/or services. The methods and means employed in the delivery of the Services must be of a standard that will withstand both public and private scrutiny, and be in compliance with all applicable laws, statutes, regulations and ordinances as may be amended from time to time including, but not limited to, the Civil Rights Act of 1964, as amended, and the Americans with Disabilities Act.

2. Successful Bidder will ensure that no person, on the basis of race, color, national origin, religion, sex, sexual orientation, gender identity or expression, genetic characteristics, age, disability, or political affiliation will be excluded from participation in, be denied the benefits of, or be subject to discrimination under any of the policies of the Texas Health and Human Services Commission or its related agencies (collectively, “HHSC”) or Integral Care.

3. Integral Care reserves the right to retain all performance by any Successful Bidder, and to recover all consideration paid to any Successful Bidder pursuant to a Contract thus permitting forfeiture of such Contract, in the event that Bidder (a) was doing business at the time of submitting the Bid or had done business during the 365 day period immediately prior to the date on which the Bid was due with an undisclosed key person, (b) does business with a key person after the date on which the Bid is due and prior to full performance of the Contract and fails to disclose the name of any such key person in writing to Integral Care prior to commencing business with such key person, or (c) fails to submit a completed Form CIQ (see Attachment B) if required to do so by Chapter 176 of the Texas Local Government Code. A Key Persons List is attached to this IFB as Attachment A.

4. Successful Bidder must have and maintain at all times during the existence of any Contract any and all required certifications and any federal, state, and/or local licenses with respect to the Services covered by the Contract.

5. Successful Bidder will provide at its sole cost all necessary supplies, equipment, software, technology support and other items in order to provide the Services properly as described in the Contract.

6. Any Contract may be terminated for any reason or without cause by Integral Care by submission of written notice of termination at least 30 days prior to the effective date of termination.

ATTACHMENT A

Key Persons List – October 24, 2025

ATTACHMENT B

ASSURANCES DOCUMENT

For purposes of this Attachment B, the term “local government officer” with respect to Integral Care means a member of Integral Care’s Board of Trustees (see Attachment A), Integral Care’s Chief Executive Officer (see Attachment A), and/or an agent of Integral Care who exercises discretion in the planning, recommending, selecting, or contracting of the Contract (see Attachment A). The term “local public official” with respect to Integral Care means a member of Integral Care’s Board of Trustees (see Attachment A), or another agent of Integral Care who exercises responsibilities beyond those that are advisory in nature (see Attachment A).

The term “family member” means a person related to another person within the first degree by consanguinity or affinity, as described by Subchapter B, Chapter 573 of the Texas Government Code. The term “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, Texas Government Code.

Bidder Assures the Following:

1. Bidder has received all addenda and attachments to the IFB as distributed by Integral Care.

2. Bidder will not make any attempt to induce any person or firm to submit or not submit a Bid.

3. Bidder will ensure that no person on the basis of race, color, national origin, religion, sex, age, sexual orientation, gender identity, genetic characteristics, veteran status, disability or political affiliation, will be excluded from participation in, be denied the benefits of, or be subject to discrimination with respect to any Contract, under any of the policies of HHSC or Integral Care. Bidder does not discriminate in its service or employment practices on the basis of race, color, religion, sex, sexual orientation, genetic characteristics, national origin, disability, veteran status, age or political affiliation.

4. Bidder accepts the terms, conditions, criteria, and requirements set forth in the IFB.

5. Bidder accepts Integral Care’s right to alter the timetables for procurement as set forth in the IFB.

6. The Bid submitted by Bidder has been arrived at independently without consultation, communication, or agreement for the purpose of restricting competition.

7. Unless otherwise required by law, the information in the Bid submitted by Bidder has not been knowingly disclosed by Bidder to any other Bidder.

8. No claim will be made for payment to cover costs incurred in the preparation or the submission of the Bid or any other associated costs.

9. The individual signing this Assurances Document is authorized to legally bind Bidder.

10. Bidder agrees to follow all applicable federal, state, county, and local laws, regulations, codes, standards, and all applicable Integral Care policies and procedures if chosen as the Successful Bidder.

11. No employee, local government officer or any family member thereof has directly or indirectly received any gift(s) with an aggregate value of more than $100 in the 12-month period preceding the date the local government officer becomes aware that Integral Care is considering entering into a Contract with Bidder, but excluding a political contribution defined by Title 15 of the Texas Election Code, or food accepted as a guest. If Bidder is unable to make this affirmation, then Bidder must disclose any knowledge of such interests by including a completed Form CIQ, a copy of which is attached to this Attachment B, with the submitted Bid. See Attachment A.

12. Bidder does not have a family relationship with a local government officer of Integral Care. If such family relationship exists, Bidder must disclose any knowledge of such relationships by including a completed Form CIQ, a copy of which is attached to this Assurances Document with the submitted Bid. See Attachment A.

13. Bidder does not have any employment or business relationship with any corporation or other business entity with respect to which any local public official of Integral Care or any family member thereof serves as an employee, officer or director, or holds an ownership interest and no local public official of Integral Care or family member thereof has an employment or business relationship with Bidder, or holds an ownership interest in Bidder. If Bidder is unable to make this affirmation, then Bidder must disclose any knowledge of such relationships in a written statement included with this signed Assurances Document.

14. Bidder shall disclose in a written statement included with this signed Assurances Document whether any of the directors or personnel of Bidder has either been an employee or a trustee of Integral Care within the past two (2) years preceding the date of submission of the Bid. This requirement applies to all personnel, whether or not identified as a Key Person. If such employment has existed, or any term of office been served, include in the written statement the nature and time of the affiliations as defined.

15. Bidder does not have any employment or business relationship with any corporation or other business entity with respect to which any local government officer of Integral Care either serves as an employee, officer or director, or holds an ownership interest of one percent or more, and no local public official of Integral Care or family member thereof has an employment or business relationship with Bidder, or holds an ownership interest in Bidder. If Bidder is unable to make this affirmation, then Bidder must disclose any knowledge of such relationships by including a completed form CIQ, a copy of which is attached to this Attachment B, with the submitted Bid. See Attachment A.

16. No former employee or officer of HHSC and/or Integral Care directly or indirectly aided or attempted to aid in procurement of Bidder’s service.

17. No local government officer or family member thereof is receiving or is likely to receive taxable income, other than investment income, from Bidder. If Bidder is unable to make this affirmation, then Bidder must disclose any knowledge of such relationships by including a completed form CIQ, a copy of which is attached to this Attachment B, with the submitted Bid. See Attachment A.

18. Under 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 ineligible to receive the specified grant, loan, or payment and acknowledges that this contract may be terminated and payment may be withheld if this certification is inaccurate. For purposes of the foregoing sentence, “vendor or applicant” shall mean Bidder; contract, bid or application shall mean the Bid; and “this contract” shall mean any Contract awarded to a Successful Bidder pursuant to this IFB.

19. Bidder is not currently held in abeyance or barred from the award of a federal or state contract.

20. Bidder is currently in good standing for payment of all applicable state tax.

21. Bidder is in good standing with all state and federal funding and regulatory agencies; is not currently debarred, suspended, or otherwise excluded from participation in federal, state, county or city contract or grant programs; is not delinquent on any repayment agreements; has not had a required license or certification revoked; has not had a contract terminated by HHSC; and has not voluntarily surrendered an obligation issued by HHSC or any other entity within the past three (3) years.

22. Bidder agrees to provide the Services described in this IFB at the rate(s) of payment described in any Contract awarded to Bidder if chosen as the Successful Bidder.

23. Bidder is a reputable company regularly engaged in providing products and/or services necessary to meet requirements, specifications, terms and conditions of the IFB.

24. Bidder has the necessary experience, knowledge, abilities, skills, and resources to satisfactorily perform the requirements, specifications, terms and conditions of the IFB.

25. Any Bid submitted by Bidder shall remain in full force and effect until February 1, 2026 and may be accepted by Integral Care at any time prior to this date.

26. The requirements of Subchapter J, Chapter 552, Government Code, may apply to the Contract and Bidder agrees that the Contract can be terminated if the Bidder knowingly or intentionally fails to comply with a requirement of that Subchapter.

Bidder’s Full Legal Name

Signature of Bidder’s Authorized Representative

Printed Name and Title of Bidder’s Authorized Representative

Date image1.emf

Revised 11/30/2015Form provided by Texas Ethics Commission www.ethics.state.tx.us

FORM CIQ

OFFICE USE ONLYThis 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.

CONFLICT OF INTEREST QUESTIONNAIRE

For vendor doing business with local governmental entity

Date Received

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

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

Name of vendor who has a business relationship with local governmental entity.1

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

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.

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.

image2.emf

Revised 11/30/2015Form provided by Texas Ethics Commission www.ethics.state.tx.us

CONFLICT OF INTEREST QUESTIONNAIRE

For vendor doing business with local governmental entity

A complete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/ Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form.

Local Government Code § 176.001(1-a): "Business relationship" means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on:

(A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal, state, or local governmental entity;

(B) a transaction conducted at a price and subject to terms available to the public; or

(C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by, and reporting to, that agency.

Local Government Code § 176.003(a)(2)(A) and (B):

(a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if:

(2) the vendor:

(A) has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income, other than investment income, that exceeds $2,500 during the 12-month period preceding the date that the officer becomes aware that

(i) a contract between the local governmental entity and vendor has been executed;

or

(ii) the local governmental entity is considering entering into a contract with the vendor;

(B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than $100 in the 12-month period preceding the date the officer becomes aware that:

(i) a contract between the local governmental entity and vendor has been executed; or

(ii) the local governmental entity is considering entering into a contract with the vendor.

Local Government Code § 176.006(a) and (a-1)

(a) A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and:

(1) has an employment or other business relationship with a local government officer of that local governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A);

(2) has given a local government officer of that local governmental entity, or a family member of the officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any gift described by Section 176.003(a-1); or

(3) has a family relationship with a local government officer of that local governmental entity.

(a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day after the later of:

(1) the date that the vendor:

(A) begins discussions or negotiations to enter into a contract with the local governmental entity; or

(B) submits to the local governmental entity an application, response to a request for proposals or bids, correspondence, or another writing related to a potential contract with the local governmental entity; or

(2) the date the vendor becomes aware:

(A) of an employment or other business relationship with a local government officer, or a family member of the officer, described by Subsection (a);

(B) that the vendor has given one or more gifts described by Subsection (a); or

(C) of a family relationship with a local government officer.