ESBD_472770_1765829497845_2025-12-12_RFP240g - Addendum No. 1_Revised.docx

TEXAS COMPTROLLER OF PUBLIC ACCOUNTS

Request for Proposals (RFP No. 240g) for Federal Compliance Monitoring Services for the State Energy Program: Infrastructure Investment and Jobs Act Energy Efficiency Revolving Loan Fund Program

Addendum No. 1 Issued December 15, 2025

I. RFP 240g is hereby amended by this Addendum No. 1 as follows:

1. Section 1.3 (Proposal Details) of the RFP is deleted in its entirety and replaced with the following:

· “Maximum contract amount: $750,000.00

· Successful Respondent Match: Ten percent (10%) minimum.

· Successful Respondent match must meet the criteria described in 2 CFR § 200.306(e).

· Any portion of Successful Respondent match consisting of volunteer hours must use as a baseline either (a) the firm’s publicly stated rate or (b) a rate at or below the average rate charged for the same professional employee category for the fiscal year.

· Successful Respondent will be required to submit a copy of a Match Letter (See Sample Match Letter, Attachment N in Exhibit A, Sample Contract).

· Successful Respondent cannot claim indirect costs separately as match.

· Successful Respondents and their subcontractors must register and maintain “active registration” status in the System for Award Management ( https://sam.gov/content/home) database at all times during which they have active SECO awards. The registration process includes obtaining a Unique Entity Identifier (UEI). While the UEI does not expire, registrations must be updated annually and remain in “active registration” status for the award duration. Respondents must ensure that all potential subcontractors do not enter into a contractual relationship with the respondent unless the subcontractor is in “active registration” status and has an UEI number in the legally prescribed manner.

· Successful Respondents and their subcontractors must complete all sections of Exhibit F: Information Worksheet and Exhibit G: Mandatory Price Sheet to be considered for award.”

2. Section 3.4 (Successful Respondents Obligations – Limitations for Indirect Costs) of the RFP is deleted in its entirety.

3. Attachment O (Allowable Reimbursements for Indirect Costs) of Exhibit A (Sample Contract) of the RFP is hereby deleted in its entirety. References to Attachment O within the RFP Table of Contents and Section 3.1 (Services) of Exhibit A (Sample Contract) are deleted in their entirety.

4. Exhibit B (Execution of Proposal) of the RFP is deleted in its entirety and replaced with the attached Updated Exhibit B (Execution of Proposal). Please note that SECO will only accept proposals completed using the exhibit provided in this Addendum No. 1.

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II. Acknowledgement of Receipt of Addendum No. 1 (“Acknowledgement”):

Respondent Name:

Signature of Authorized Representative:

Printed Name, Title:

Date:

Respondent must sign and return this Acknowledgement with its Proposal.

Respondent’s failure to submit a signed copy of this Acknowledgement may result in disqualification of Respondent’s Proposal.

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UPDATED EXHIBIT B

EXECUTION OF PROPOSAL

1. By signature hereon, Respondent represents and warrants that the provisions in this Execution of Proposal apply to Respondent and all of Respondent’s principals, officers, directors, shareholders, partners, owners, agents, employees, subcontractors, independent contractors, and any other representatives who may provide services under, who have a financial interest in, or otherwise are interested in this RFP or any contract resulting from it.

1. By signature hereon, Respondent represents and warrants that it has read and understood and shall comply with Comptroller’s Anti-Fraud Policy, located on Comptroller’s website at https://comptroller.texas.gov/about/policies/ethics.php as such Policy currently reads and as it is amended throughout the term of any resulting contract.

1. By signature hereon, Respondent represents and warrants that each employee, including “replacement employees”, will possess the qualifications, education, training, experience and certifications necessary to perform the services in the manner required by this RFP.

1. By signature hereon, Respondent represents and warrants that it has no actual or potential conflicts of interest in providing the requested items to Comptroller under the RFP and any resulting contract, if any, and that Respondent’s provision of the requested items under the RFP and any resulting contract, if any, would not reasonably create an appearance of impropriety.

1. By signature hereon, pursuant to Section 2155.003 of the Texas Government Code, Respondent represents and warrants that it has not given, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor or service to a public servant in connection with the submitted Proposal.

1. By signature hereon, Respondent represents and warrants that it is not currently delinquent in the payment of any franchise taxes owed the State of Texas under Chapter 171 of the Texas Tax Code.

1. By signature hereon, Respondent hereby represents and warrants that, pursuant to Section 2155.005 of the Texas Government Code, neither Respondent nor the firm, corporation, partnership, or institution represented by Respondent, nor anyone acting for such a firm, corporation or institution has (1) violated the Texas Free Enterprise and Antitrust Act of 1983, Chapter 15 of the Texas Business and Commerce Code, or the federal antitrust laws antitrust laws of this state, federal antitrust laws or (2) communicated directly or indirectly contents of this Proposal to any competitor or any other person engaged in the same line of business as Respondent.

1. By signature hereon, Respondent represents and warrants that all statements and information prepared and submitted in response to this RFP are current, complete, and accurate.

1. By signature hereon, Respondent represents and warrants that the individual signing this document and the documents made part of this RFP is authorized to sign such documents on behalf of the Respondent and to bind the Respondent under any contract which may result from the submission of Respondent’s Proposal.

1. By signature hereon, Respondent represents and warrants that if a Texas address is shown as the address of Respondent, Respondent qualifies as a Texas Bidder as defined by 34 Texas Administrative Code §20.32(68).

1. Check below if preference claimed under 34 Texas Administrative Code §20.38:

· Goods produced or offered by a Texas bidder that is owned by a Texas resident service-disabled veteran

· Goods produced in Texas or offered by a Texas bidder that is not owned by a Texas resident service-disabled veteran

· Agricultural products grown in Texas

· Agricultural products offered by a Texas bidder

· Services offered by a Texas bidder that is owned by a Texas resident service-disabled veteran

· Services offered by a Texas bidder that is not owned by a Texas resident service disabled veteran

· Texas Vegetation Native to the Region

· USA produced supplies, materials or equipment

· Products of persons with mental or physical disabilities

· Products made of recycled, remanufactured, or environmentally sensitive materials including recycled steel

· Energy Efficient Products

· Rubberized asphalt paving material

· Recycled motor oil and lubricants

· Products produced at facilities located on formerly contaminated property

· Products and services from economically depressed or blighted areas

· Vendors that meet or exceed air quality standards

· Recycled or Reused Computer Equipment of Other Manufacturers

· Foods of Higher Nutritional Value

· Commercial production company or advertising agency located in Texas

1. By signature hereon, under Section 231.006, Texas Family Code, regarding child support, Respondent certifies that the individual or business named in the Proposal is not ineligible to receive the specified payment and acknowledges that the contract may be terminated and payment may be withheld if this certification is inaccurate. Furthermore, any Respondent subject to Section 231.006, Texas Family Code, must include names and Social Security numbers of each person with at least 25% ownership of the business entity submitting the Proposal. This information must be provided prior to award. Enter the Name and Social Security Number for each person below:

FEDERAL PRIVACY ACT NOTICE: This notice is given pursuant to the Federal Privacy Act. Disclosure of your Social Security Number (SSN) is required under Section 231.006(c) and Section 231.302(c)(2), Texas Family Code. The SSN will be used to identify persons that may owe child support. The SSN will be kept confidential to the fullest extent allowed under Section 231.302(e), Texas Family Code.

1. By signature hereon, Respondent represents and warrants that no relationship, whether by relative, business associate, capital funding contract or by any other such kinship exists between Respondent and an employee of any Comptroller component, and Respondent has not been an employee of any Comptroller component within the immediate twelve (12) months prior to Respondent’s Proposal. By signature hereon, Respondent certifies that it is in compliance with Section 669.003 of the Texas Government Code, relating to contracting with executive head of a state agency. Enter the name of any current or former executive head of a Texas State Agency that is currently employed by Respondent below:

All such disclosures will be subject to administrative review and approval prior to Comptroller entering into any contract with Respondent. Respondent acknowledges that any contract resulting from this RFP may be terminated at any time, and payments withheld, if this information is false.

1. By signature hereon, pursuant to Section 2155.004(a) of the Texas Government Code, Respondent represents and warrants that neither it nor any person or entity which will participate financially in any contract resulting from this RFP has received compensation for participation in the preparation of specifications for this RFP. Further, under Section 2155.004(b) of the Texas Government Code, Respondent certifies that the individual or business entity named in this Proposal or any contract resulting from this RFP is not ineligible to receive the specified contract and acknowledges that the contract may be terminated and payment withheld if this certification is inaccurate.

1. By signature hereon, Respondent represents and warrants that all articles and services quoted in response to this RFP meet or exceed the safety standards established and promulgated under the Federal Occupational Safety and Health Law and its regulations in effect or proposed as of the date of this solicitation.

1. By signature hereon, Respondent represents and warrants its compliance with all federal laws and regulations pertaining to Equal Employment Opportunities and Affirmative Action.

1. By signature hereon, in accordance with Section 2155.4441 of the Texas Government Code, Respondent agrees that during the performance of a contract for services it shall purchase products and materials produced in Texas when they are available at a price and time comparable to products and materials produced outside this state.

1. By signature hereon, Respondent represents and warrants that Comptroller’s payments to Respondent and Respondent’s receipt of appropriated or other funds under any contract resulting from this RFP are not prohibited by Sections 556.005, 556.0055, or 556.008 of the Texas Government Code.

1. By signature hereon, Respondent represents and warrants that the offering entity and its principals are eligible to participate in this transaction and have not been subjected to suspension, debarment, or similar ineligibility determined by any federal, state, or local governmental entity and that Respondent is in compliance with the State of Texas statutes and rules relating to procurement and that Respondent is not listed on the federal government’s terrorism watch list as described in Executive Order 13224. Entities ineligible for federal procurement are listed at http://www.sam.gov.

1. Sections 2155.006 and 2261.053 of the Texas Government Code, prohibit state agencies from awarding a contract to any person who, in the past five years, has been convicted of violating a federal law or assessed a penalty in connection with a contract involving relief for Hurricane Rita, Hurricane Katrina, or any other disaster, as defined by Section 418.004 of the Texas Government Code occurring after September 24, 2005. Under Section 2155.006 of the Texas Government Code, Respondent certifies that the individual or business entity named in its Proposal is not ineligible to receive the specified contract and acknowledges that any contract resulting from this RFP may be terminated and payment withheld if this certification is inaccurate.

1. By signature hereon, Respondent represents and warrants that it is not aware of and has received no notice of any court or governmental agency actions, proceedings or investigations, etc., pending or threatened against Respondent or any of the individuals or entities included in Part 1 of this document within the five (5) calendar years immediately preceding the submission of Respondent’s Proposal in response to this RFP that would or could impair Respondent’s performance under any contract resulting from this RFP, relate to the solicited or similar goods or services, or otherwise be relevant to Comptroller’s consideration of Respondent’s Proposal. If Respondent is unable to make the preceding representation and warranty, then Respondent instead represents and warrants that it has included as a detailed attachment in its Proposal a complete disclosure of any such court or governmental agency actions, proceedings or investigations, etc. that would or could impair Respondent’s performance under any contract resulting from this RFP, relate to the solicited or similar goods or services, or otherwise be relevant Comptroller’s consideration of Respondent’s Proposal. In addition, Respondent represents and warrants that it shall notify Comptroller in writing within five (5) business days of any changes to the representations or warranties in this clause and understands that failure to so timely update Comptroller shall constitute breach of contract and may result in immediate termination of any agreement resulting from this RFP.

1. By signature hereon, Respondent represents and warrants that it is not engaged in business with Iran, Sudan, or a foreign terrorist organization as prohibited by Section 2252.152 of the Texas Government Code.

1. By signature hereon, Respondent represents and warrants that, pursuant to Section 2271.002 of the Texas Government Code, (1) it does not, and shall not for the duration of this Agreement, boycott Israel or (2) the verification required by Section 2271.002 of the Texas Government Code does not apply to this Agreement. If circumstances relevant to this provision change during the course of this Agreement, Respondent shall promptly notify CPA.

1. By signature heron, under Section 2155.0061 of the Texas Government Code, regarding human trafficking, Respondent certifies that the individual or business entity named in this Proposal is not ineligible to receive the specified contract and acknowledges that any contract resulting from this RFP may be terminated and payment withheld if this certification is inaccurate.

1. 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.

1. If Respondent is required to make a verification pursuant to Section 2274.002 of the Texas Government Code, Respondent verifies that Respondent does not boycott energy companies and will not boycott energy companies during the term of any contract resulting from this RFP. If Respondent does not make that verification, Respondent must so indicate in its Proposal and state why the verification is not required.

1. If Respondent is required to make a verification pursuant to Section 2274.002 of the Texas Government Code, Respondent verifies that it (1) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association and (2) will not discriminate during the term of any contract resulting from this RFP against a firearm entity or firearm trade association. If Respondent does not make that verification, Respondent must so indicate in its Proposal and state why the verification is not required.

1. Pursuant to Section 161.0085 of the Texas Health and Safety Code, Respondent certifies that it does not require its customers to provide any documentation certifying the customer’s COVID-19 vaccination or post-transmission recovery on entry to, to gain access to, or to receive service from Respondent’s business. Respondent acknowledges that such a vaccine or recovery requirement would make Respondent ineligible for a state-funded contract.

1. Respondent certifies that neither it, nor its holding companies or subsidiaries, is: (a) listed in Section 889 of the 2019 National Defense Authorization Act; (b) listed in Section 1260H of the 2021 National Defense Authorization Act; (c) owned by the government of a country on the U.S. Department of Commerce’s foreign adversaries list under 15 C.F.R Section 791.4; or (d) controlled by any governing or regulatory body located in a country on the U.S. Department of Commerce’s foreign adversaries list under 15 C.F.R Section 791.4.

1. By signature hereon, Respondent represents and warrants that it has read and agrees to all terms and conditions of this RFP, unless Respondent specifically takes an exception and offers an alternative provision in Respondent’s Proposal as provided in Part IV, Section 4.2.a (Transmittal Letter) of this RFP.

Authorized representative on behalf of Respondent must complete and sign the following:

Signature of Authorized Representative

Date Signed

Printed Name and Title of Authorized Representative

Phone Number

Organization Name (“Respondent”)

Fax Number

Federal Employer Identification Number

Email Address

Physical Street Address

City, State, Zip Code

Mailing Address, if different

City, State, Zip Code

RFP No. 240g Page 2 of 7

RFP No. 240g Page 2 of 7