ESBD_558664_1789081275017_RFP #717-27-705 Insurance Broker Pool Services.pdf

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REQUEST FOR PROPOSALS

INSURANCE BROKER

POOL SERVICES

RFP # 717-27-705

DEADLINE FOR SUBMITTAL:

11:00 a.m., Central Time, Tuesday, September 29, 2026

(Proposals received after the date and time specified will not be accepted)

Texas Southern University

PROCUREMENT SERVICES

Attn: Greg Williams

3100 Cleburne Street Mack O. Hannah Hall, Suite 333

Houston, Texas 77004 - 4598

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GENERAL INFORMATION

1.1 SCOPE. The State of Texas, by and through Texas Southern University (TSU), seeks sealed proposals from qualified insurance brokerage firms to establish a pool of approved insurance brokers to provide insurance brokerage, insurance consulting, risk management, claims advocacy, and related professional services on an as-needed basis.

The University anticipates awarding contracts to multiple qualified firms. Selection into the Broker Pool does not guarantee any minimum amount of work.

1.2 CONTRACT TERM. The term will be a three (3) year term with the option to renew annually each year for two (2) additional years upon mutual agreement.

1.3 DEFINITIONS. The following is a list of generic definitions to be used only if the terms appear in the RFP:

(a) Acceptable Quality Level - The level of performance of requested services below which the contract will not be paid or damages may be assessed

(b) Addendum - A modification of the specifications issued by TSU and distributed to prospective Respondents prior to the opening of responses

(c) Best and Final Proposal (BAFO) - A formal request made to selected Respondents for revisions to the originally submitted Proposal

(d) Contract – The contract awarded as a result of this RFP and all exhibits thereto. This RFP, any Addendum issued in conjunction with this RFP, the successful Respondent’s Proposal, any BAFO, and subsequent submission by Respondent, shall all be fully incorporated therein as exhibits

(e) Contractor – Respondent whose proposal results in a contract with TSU

(f) Electronic State Business Daily (ESBD) – The Electronic State Business Daily, which is available on-line at http:esbd.state.tx.us/

(g) Gov’t Code – Texas Government Code.

(h) Proposal – The response submitted by a vendor to TSU as a result of this solicitation.

(i) Respondent – Any person, firm or vendor who submits a Proposal in response to this solicitation.

(j) RFP – Request for Proposals, which is the type of solicitation embodied in this document.

(k) TAC – Texas Administrative Code, which is the publication for administrative rules.

1.4 CONFLICTS OF INTEREST:

A. Actual and Perceived Conflicts

By submitting a Proposal, the Respondent represents and warrants that neither it nor its employees and subcontractors have an actual or potential conflict of interest in entering a Contract with the TSU. The Respondent also represents and warrants that entering a Contract with the TSU will not create the appearance of impropriety. In its Proposal, the Respondent shall disclose any existing or potential conflict of interest that it might have in contracting with the TSU.

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The requirement to disclose any actual or potential conflict of interest shall begin at initial request for bids and continue during the term of the contract and shall survive until the end of the recordkeeping requirement in Section

1.5. TSU will decide, in its sole discretion, whether an actual or perceived conflict should result in Proposal disqualification or Contract termination.

B. Current and Former TSU Employees

In addition to the disclosures required above, the Respondent shall also disclose any of its personnel who are current or former officers or employees of the TSU or who are related, within the third degree by consanguinity (as defined by §573.023, Gov’t Code) or within the second degree by affinity (as defined by §573.025, Gov’t Code), to any current or former officers or employees of the TSU.

Respondents must comply with all applicable Texas and federal laws and regulations relating to the hiring of former state employees (e.g., Texas Government Code Chapters 572 and 573). Such “revolving door” provisions generally restrict former agency heads from communicating with or appearing before the agency on certain matters for two years after leaving the agency. The revolving door provisions also restrict some former employees from representing clients on matters that the employee participated in during state service or matters that were in the employees’ official responsibility. Respondent, by signing this solicitation, certifies that it has complied with all applicable laws and regulations regarding former state employees.

1.5 RECORDS RETENTION

The Respondent shall retain all financial records, supporting documents, statistical records, and any other records or books relating to the performance called for in the Contract. The Respondent shall retain all such records for a period of seven (7) years after the expiration of the Contract, or until TSU and/or State Auditor's Office is satisfied that all audit and litigation matters are resolved, whichever period is longer. The Respondent shall grant access to all books, records and documents pertinent to the Contract to TSU, the State Auditor of Texas, and any federal governmental entity that has authority to review records due to federal funds being spent under the Contract.

1.6 INSURANCE AND OTHER SECURITY

Contractor represents and warrants that it will, within five (5) business days of executing this agreement, provide Texas Southern University with current certificates of insurance or other proof acceptable to Texas Southern University of the following insurance coverage:

Standard Workers Compensation Insurance covering all personnel who will provide services under this Contract;

Commercial General Liability Insurance, personal injury and advertising injury with, at a minimum, the following limits: $1,000,000 minimum each occurrence; $3,000,000 per general aggregate.

Contractor represents and warrants that all of the above coverage is with companies licensed in the state of Texas, with “A” rating from Best, and authorized to provide the corresponding coverage. Contractor also represents and warrants that all policies contain endorsements prohibiting cancellation except upon at least thirty (30) days prior written notice to Texas Southern University. Contractor represents and warrants that it shall maintain the above insurance coverage during the term of this Contract and shall provide Texas Southern University with an executed copy of the policies immediately upon request.

1.7 COMMODITY CODE

The NIGP / State of Texas commodity codes for this solicitation are 958-61, 917-56, and 918-74.

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1.8 BACKGROUND

Texas Southern University (“TSU”) is an elite, Carnegie R2 Institution and proud to be the premiere producer of diversity for building a talent strong Texas. The Owner one of the largest Historically Black College/University (“HBCU”) in the nation and destined to become the first HBCU with the coveted Carnegie R1 status.

Since its founding in 1927, TSU has evolved from its origins as a small junior college into an elite, nationally competitive, Texas Southern is proud to be one of 11 HBCU’s designated as a Doctoral University of High Research Activity (R2) by The Carnegie Classification of Institutions of Higher Education. Recognized for not only its research, TSU has demonstrated a commitment in every facet of university life from academics to athletics. Texas Southern University currently offers more than 120 undergraduate and graduate programs and concentrations at the baccalaureate, graduate-master, graduate-doctoral, and professional level. These programs are organized into 11 colleges and the campus is situated on more than 150-acres of land in the heart of Houston’s historic Third Ward community.

As the institution celebrates 97 years of providing learners with social and upward mobility through education, the administration has paid tribute to its rich past, while celebrating its present state, and envisioning its future.

Currently, Texas Southern University enrollment is approximately 8,000 students. The institution is currently finalizing a new strategic plan for the campus community. Preliminary strategies and goals contemplate the institution moving to 10,000 students by 2028 and 15,000 students in fall 2030.

Texas Southern University is committed to transforming lives and achieving unprecedented success at an accelerated pace. The Board of Regents, President, Administration, Faculty, and Staff live the mission of TSU everyday through their respective commitment to the students. Texas Southern University is PROUD to be the first public institution in Houston.

End of Section I

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SECTION II

SCOPE OF WORK

Selected firms shall provide professional insurance brokerage and risk management services upon request, including, but not limited to, the following.

2.1 Insurance Program Review:

• Review existing insurance programs.

• Evaluate current coverage.

• Identify coverage gaps.

• Recommend improvements.

• Evaluate deductibles and limits.

• Recommend appropriate insurance structures.

2.2 Insurance Brokerage Services:

Provide brokerage services for commercial insurance including, but not limited to: Builder's Risk, Excess Liability/Umbrella, Cyber Liability, Professional Liability, Cyber Liability, Crime Insurance, Environmental Liability, Student Health Insurance, NCAA Accident Insurance, Foreign Travel Insurance, Special Event Insurance, Flood Insurance, and Other specialized insurance as requested.

2.3 Insurance Marketing:

The Broker shall: Prepare underwriting submissions, Market insurance to qualified insurance carriers, Obtain competitive quotations, Negotiate premiums, Negotiate policy terms, Recommend insurance carriers, and Present comparative analyses.

2.4 Risk Management Consulting:

Provide professional consulting including: Enterprise Risk Management (ERM), Exposure analysis, Risk financing alternatives, Benchmarking, Insurance program design, Emerging risk assessments, Coverage analysis, Contractual risk transfer recommendations.

2.5 Claims Advocacy:

Assist the University by: Coordinating claims reporting, Working directly with carriers, Monitoring claims, Facilitating claim resolution, Assisting with settlement negotiations, Providing loss trend analysis, and Recommending corrective actions.

2.6 Policy Administration:

Provide assistance with: Renewals, Policy issuance, Endorsements, Certificates of Insurance, Evidence of Insurance, Coverage summaries and Policy interpretation.

2.7 Content Review:

Review contracts and agreements to determine appropriate insurance requirements and recommend modifications to protect the University's interests.

2.8 Loss Prevention:

Shall provide: Property inspections, Loss control recommendations, Fire protection reviews, Catastrophe preparedness planning and Safety consulting.

2.9 Reporting:

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Shall provide: Annual stewardship reports, Loss runs, Claims reports, Market updates, Premium allocation summaries, Coverage comparisons and Emerging risk reports

2.10 Task Order Process:

Following establishment of the Broker Pool, the University may issue Requests for Services, Requests for Quotes, or Requests for Proposals to one or more pool members. Individual assignments may be based upon:

• Technical expertise

• Specialized experience

• Insurance market access

• Availability

• Fee proposal

• Qualifications of assigned personnel

• Other factors determined to be in the University's best interest

No minimum amount of work is guaranteed.

2.11 Deliverables:

• Insurance Program Reviews

• Coverage Analyses

• Renewal Strategies

• Stewardship Reports

• Claims Reports

• Loss Trend Analyses

• Certificates of Insurance

• Executive Presentations

• Risk Assessments

• Coverage Comparison Matrices

• Carrier Marketing Reports

End of Section II

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SECTION III

3.1 Minimal Requirements

Respondents shall:

3.1.1 Be licensed to transact insurance in the State of Texas.

3.1.2 Have at least five (5) years of experience providing insurance brokerage services to public entities or institutions of higher education.

3.1.3 Demonstrate experience placing complex insurance programs.

3.1.4 Maintain Errors & Omissions Insurance.

3.1.5 Have access to national insurance markets.

3.1.6 Demonstrate financial stability.

3.1.7 Have no conflicts of interest.

3.2 Criteria

Respondents are expected to submit a Proposal that considers and is responsive to the terms and conditions, specifications, the scope of services, requirements, etc.; as well as the evaluation criteria set out in this document. The criteria in which your response will be evaluated are as follows:

• Criterion 1 – Firm Qualifications and Experience

• Criterion 2 – Experience with Higher Education and Public Entities

• Criterion 3 – Technical Approach and Understanding of the University Needs

• Criterion 4 – Qualifications of Assigned Personnel

• Criterion 5 – Fee Proposal and Financial Compensation Disclosure

3.3 Criterion 1 – Firm Qualifications and Experience

Provide information on the following:

3.3.1 Years providing insurance brokerage services

3.3.2 Office locations and number of employees.

3.3.3 Organizational chart.

3.3.4 Description of brokerage capabilities.

3.3.5 Current licenses and certifications.

3.3.6 Evidence of Errors & Omissions (E&O) insurance.

3.3.7 Financial stability information.

3.3.8 Description of quality assurance procedures.

3.4 Criterion 2 – Experience with Higher Education and Public Entities Provide information of experience providing brokerage services to colleges, universities, and governmental entities.

3.4.1 List of current and former higher education clients during the past five years; Description of insurance programs managed for each client.; and Description of specialized insurance programs placed (cyber, athletics, , student travel, healthcare, etc.).

3.4.2 Three to five client references. Include the following information for each client: Institution/Company Name, Contact Name, Contact Title, Contact Phone Number, Contact Email Address and Relationship Length

3.5 Criterion 3 - Technical Approach and Understanding of the University's Needs

3.5.1 Narrative describing the firm's understanding of the University's insurance and risk management needs.

3.5.2 Proposed approach for evaluating current insurance programs.

3.5.3 Methodology for marketing insurance coverage.

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3.5.4 Process for obtaining competitive quotations.

3.5.5 Claims advocacy approach.

3.5.6 Risk assessment methodology.

3.5.7 Renewal planning process.

3.5.8 Description of value-added services and innovations

3.6 Criterion 4 – Qualifications of Assigned Personnel

3.6.1 Provide resumes of key personnel who will service the account. Include their Professional designations (CPCU, ARM, CRM, CIC, AAI, etc.), Years of experience, Experience serving higher education clients, Availability and office location.

3.7 Criterion 5 – Fee Proposal / Total Broker Commission

3.7.1 The Respondent shall provide a complete and detailed proposal identifying the total broker commission and all other compensation the Respondent expects to receive in connection with the University’s insurance program.

Failure to address each item below may result in the proposal being deemed nonresponsive or disqualified.

The proposal must:

• State the commission percentage applicable to each proposed insurance policy, coverage line, or placement.

• Identify and itemize all additional fees or compensation, including consulting fees, service fees, administrative fees, placement fees, wholesale broker fees, overrides, contingent commissions, bonuses, incentives, or other direct or indirect remuneration associated with the University’s account.

• Clearly identify any compensation paid or expected to be paid by insurers, wholesalers, managing general agents, affiliates, subcontractors, or other third parties.

• Clearly distinguish broker compensation from insurance premiums, premium taxes, assessments, governmental charges, claims payments, and other pass-through expenses that do not constitute compensation to the Respondent or its affiliates.

• All anticipated broker compensation must be disclosed. The successful Respondent may not charge or retain any fee, commission, or other compensation associated with the University’s account that was not disclosed in its proposal and authorized under the resulting contract.

End of Section III

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SECTION IV

PROPOSAL INFORMATION

5.1 SCHEDULE OF EVENTS

The solicitation process for this RFP will proceed according to the following schedule:

EVENT DATE

Issue RFP September 10, 2026 Deadline for Submission of Questions September 17, 2026 Response to Questions September 22, 2026 Deadline for Submission of Proposals September 29, 2026

5.2 REVISIONS TO SCHEDULE

TSU reserves the right to change the dates in the schedule of events above upon written notification through a posting on the Electronic State Business Daily (ESBD) and the TSU Purchasing website. It is the responsibility of interested parties to periodically check either website for updates to the RFP prior to submitting a Proposal. The Respondent’s failure to check the website will in no way release the selected Contractor from the requirements of addenda or additional information; nor will any resulting additional costs to meet the requirements be allowed after award(s).

5.3 PRE-PROPOSAL MEETING

NO pre-bid meeting will be held.

5.4 PROPOSAL REQUIREMENTS

5.4.1 Submissions of your Proposal: Respondents shall submit one (1) paper copies of the Proposal. Proposal pages should be numbered and contain an organized, paginated table of contents corresponding to the section and pages of the Proposal.

5.4.2 Please submit a flash drive version as well. Please ensure that your entire bid response is on the flash drive as this will be the official version of your bid response, and it will be the only copy we keep on file.

5.4.3 Format of Proposals - Respondents will be expected to provide the following information in the order and detail prescribed below. Each section should be tabbed accordingly:

Table of Contents Tab 1: Criterion 1 Tab 2: Criterion 2 Tab 3: Criterion 3 Tab 4: Criterion 4 Tab 4: Criterion 5 Tab 6: TSU Terms and Conditions Tab 7: Exhibit A: Execution of Proposal

Tab 8: Exhibit B: Executive Order GA-48 Compliance Statement (Higher Education) Tab 8: 1295 Form Tab 9: Addenda

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5.4.4 Cost of Preparation: TSU will not reimburse the Respondent for any cost related to its Proposal. The

Respondent is responsible for any expense related to the preparation and submission of its Proposal.

5.4.5 TSU will not consider any Proposal that bears a copyright. Proposals will be subject to the Texas Public

Information Act (PIA), Tex. Government Code, Chapter 552, and may be disclosed to the public upon request.

The Proposal and other submitted information shall be presumed to be subject to disclosure unless a specific exception to disclosure under the PIA applies. If it is necessary for the Respondent to include proprietary or otherwise confidential information in its Proposal or other submitted information, the Respondent must clearly label that proprietary or confidential information and identify the specific exception to disclosure in the PIA.

Merely making a blanket claim the entire Proposal is protected from disclosure because it contains some proprietary information is not acceptable and shall make the entire Proposal subject to release under the PIA.

In order to initiate the process of seeking an Attorney General opinion on the release of proprietary or confidential information, the specific provisions of the Proposal that are considered by the Respondent to be proprietary or confidential must be clearly labeled as described below. Any information which is not clearly identified as proprietary or confidential shall be deemed to be subject to disclosure pursuant to the PIA.

Subject to the Act, Respondents may protect trade and confidential information from public release. Trade secrets or other confidential information, submitted as part of a Proposal, shall be clearly marked at each page it appears. Such marking shall be in boldface type at least 14-point font.

5.5 INQUIRIES / QUESTIONS

5.5.1 All inquiries and questions shall be submitted in writing (in Word format) via email to Mr. Greg Williams at Gregory.williams@tsu.edu by 12:00 noon Central on Thursday, September 17, 2026; the date listed as the deadline for submission of questions as specified in Section 5.1 above.

5.5.2 All inquiries will result in written responses with copies posted to the State of Texas Electronic State Business

Daily and the TSU Purchasing website. If a Respondent does not have Internet access, a copy of all written responses may be obtained through the point of contact listed above.

5.5.3 Except as otherwise provided in this Section, upon issuance of this RFP, other employees and representatives of TSU will not answer questions or otherwise discuss the contents of the RFP with any potential Respondent or its representatives. Failure to observe this restriction may result in disqualification of any subsequent response. This restriction does not preclude discussions unrelated to this RFP.

5.5.4 If Respondent takes any exceptions to any provisions of this RFP, these exceptions must be specifically and clearly identified by Section in Respondent’s Proposal in response to this RFP and Respondent’s proposed alternative must also be provided in the Proposal. Respondents cannot take a ‘blanket exception’ to this entire RFP. If any Respondent takes a blanket exception to this entire RFP or does not provide proposed alternative language, the Respondent’s Proposal may be disqualified from further consideration. Any exception may result in the Contract not being awarded to the Respondent.

5.6 PROPOSAL SUBMISSION

5.6.1 All Proposals shall be received and documented in the Purchasing Office at TSU prior to the stated deadline date specified in the Schedule of Events above. TSU reserves the right to reject late submittals.

5.6.2 Proposals should be placed in a separate envelope or package and correctly identified with the RFP number and submittal deadline/RFP opening date and time. It is Respondent’s responsibility to appropriately mark and deliver their Proposal response to Sceffers Ward in the Purchasing Office located in Hannah Hall, suite 333, Page | 11 by the specified date and time. A U.S. Postal Service (USPS) postmark or round validation stamp; a mail receipt with the date of mailing, stamped by the USPS; a dated shipping label, invoice, or receipt from a commercial carrier; or any other documentation in lieu of the on-site time stamp WILL NOT be accepted.

5.6.3 Telephone, email and facsimile Proposal responses will not be accepted.

5.6.4 Receipt of all addenda to this RFP should be acknowledged by returning a signed copy of each addendum with the submitted Proposal.

5.6.5 The TSU Standard Terms and Conditions is included in this solicitation for your convenience with the thought that you can present it to your legal department, and they can begin reviewing them, in order to speed up possible negotiations.

5.7 DELIVERY OF PROPOSALS

Proposals are commonly shipped to TSU by one of the following methods: U.S. Postal Service, Fed Ex Overnight / Express Mail, or Hand Delivery (recommended).

** Please instruct your delivery service to avoid delivering your submittal to the University’s Post Office nor our Warehouse / Central Receiving as this will delay delivery and could ultimately result in your response being late; and consequently rejected. All solicitation responses must be delivered to the TSU Purchasing Office located in room 333 in Hannah Hall, our main administration building.

5.8 PROPOSAL OPENING

4.8.1 Proposals will be opened by the assigned buyer in their office or their department conference room, whichever is most appropriate and available.

4.8.2 All submitted Proposals become the property of TSU after the RFP submittal deadline. The submitted Proposals and accompanying documentation will not be returned.

4.8.3 Proposals submitted shall constitute a Proposal for a period of ninety (90) days or until selection is made by

TSU, whichever occurs earlier.

5.9 PROPOSAL EVALUATION AND AWARD

5.9.1 TSU shall award a contract to a Respondent whose Proposal is considered to provide the best value to the State of Texas and Texas Southern University, as defined by Tex. Government Code, Section 2155.074.

5.9.2 A committee will be established to evaluate the Proposals. The committee will include employees of TSU and other persons invited by TSU to participate.

5.9.3 TSU reserves the right to award contract(s) without any negotiations, without a BAFO, and/or TSU reserves the right to not make an award at all.

5.9.4 The Respondent is strongly encouraged to provide its best price in its Proposal because TSU makes absolutely no guarantee that there will be any opportunity to negotiate or provide alternative pricing at any point during the RFP process.

5.9.5 The evaluation committee will determine best value by applying the following criteria and assigned weighted values:

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Criteria Weight

Criterion 1: Firm Qualifications and Experience 25% Criterion 2: Experience with Higher Education & Public Entities 20% Criterion 3: Technical Approach and Understanding of University Needs 20% Criterion 4: Qualifications of Assigned Personnel 15% Criterion 5: Fee Proposal 20%

5.9.6 The evaluation committee will determine if Best and Final Proposal (BAFO) are necessary. Award of a contract may be made without a BAFO, so you are encouraged to submit your best Proposal initially. A request for a BAFO is at the sole discretion of TSU and if requested, will be extended in writing.

5.9.7 TSU reserves the right to award to multiple vendors and/or make a split award if deemed in the best interest of the University.

End of Section V

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EXHIBIT A

EXECUTION OF OFFER

NOTE: THIS EXHIBIT MUST BE SIGNED AND RETURNED WITH THE PROPOSAL.

PROPOSALS THAT DO NOT INCLUDE THIS EXHIBIT WILL BE DISQUALIFIED. THE

PROPOSAL SHALL BE VOID IF FALSE STATEMENTS ARE CONTAINED IN THIS EXHIBIT.

By signature hereon, Respondent certifies that:

All statements and information prepared and submitted in the response to this RFP are current, complete, and accurate.

Respondent has not given, offered to give, 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 response.

Neither Respondent nor the corporation, partnership, or institution represented by Respondent or anyone acting for such respondent, corporation, or institution has (1) violated the antitrust laws of the State of Texas under Texas Business & Commerce Code, Chapter 15, or the federal antitrust laws; or (2) communicated the contents of this Proposal either directly or indirectly to any competitor or any other person engaged in the same line of business during the procurement process for this RFP.

When a Texas business address shown hereon that address is, in fact, the legal business address of Respondent and Respondent qualifies as a Texas Resident Bidder under 1 TAC § 111.2.

Under Government Code § 2155.004, no person who prepared the specifications or this RFP has any financial interest in Respondent’s Proposal. If Respondent is not eligible, then any contract resulting from this RFP shall be immediately terminated. Furthermore, “under Section 2155.004, Government Code, the vendor [Respondent] certifies that the individual or business entity named in this Proposal or contract is not ineligible to receive the specified contract and acknowledges that this contract May be terminated and payment withheld if this certification is inaccurate.”

Under Family Code § 231.006, relating to child support obligations, Respondent and any other individual or business entity named in this solicitation are eligible to receive the specified payment and acknowledge that this contract May be terminated and payment withheld if this certification is inaccurate.

Under Government Code § 669.003, relating to contracting with an executive of a state agency, Respondent represents that no person who, in the past four years, served as an executive of the Texas Comptroller of Public Accounts, Texas Southern University or any other state agency, was involved with or has any interest in this Proposal or any contract resulting from this RFP. If Respondent employs or has used the services of a former executive head of Texas Southern University or other state agency, then Respondent shall provide the following information: Name of former executive, name of state agency, date of separation from state agency, position with Respondent, and date of employment with Respondent. Respondent agrees that any payments due under this contract will be applied towards any debt, including but not limited to delinquent taxes and child support that is owed to the State of Texas

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Texas Southern University is federally mandated to adhere to the directions provided in the President’s Executive Order (EO) 13224, Executive Order on Terrorist Financing – Blocking Property and Prohibiting Transactions With Persons Who Commit, Threaten to Commit, or Support Terrorism, effective 9/24/2001 and any subsequent changes made to it via cross- referencing respondents/vendors with the Federal General Services Administration’s System for Award Management (SAM), https://www.sam.gov/SAM/ , which is inclusive of the United States Treasury’s Office of Foreign Assets Control (OFAC) Specially Designated National (SDN) list.

Respondent certifies that the responding 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 https://www.sam.gov/SAM/

Under Section 2155.006(b) of the Texas Government Code, a state agency May not accept a Proposal or award a contract, including a contract for which purchasing authority is delegated to a state agency, that includes proposed financial participation by a person who, during the five- year period preceding the date of the Proposal or award, has been: (1) convicted of violating a federal law in connection with a contract awarded by the federal government for relief, recovery, or reconstruction efforts as a result of Hurricane Rita, as defined by Section 39.459, Utilities Code, Hurricane Katrina, or any other disaster occurring after September 24, 2005; or (2) assessed a penalty in a federal civil or administrative enforcement action in connection with a contract awarded by the federal government for relief, recovery, or reconstruction efforts as a result of Hurricane Rita, as defined by Section 39.459, Utilities Code, Hurricane Katrina, or any other disaster occurring after September 24, 2005. Under Section 2155.006 of the Texas Government Code, the 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.

Pursuant to Section 2262.003 of the Texas Government Code, the state auditor May conduct an audit or investigation of the vendor or any other entity or person receiving funds from the state directly under this contract or indirectly through a subcontract under this contract. The acceptance of funds by the Respondent or any other entity or person directly under this contract or indirectly through a subcontract under this contract acts as acceptance of the authority of the state auditor, under the direction of the legislative audit committee, to conduct an audit or investigation in connection with those funds. Under the direction of the legislative audit committee, the Respondent or other entity that is the subject of an audit or investigation by the state auditor must provide the state auditor with access to any information the state auditor considers relevant to the investigation or audit. Respondent will ensure that this clause concerning the authority to audit funds received indirectly by subcontractors through the vendor and the requirement to cooperate is included in any subcontract it awards.

The Respondent represents that, to the extent this Solicitation constitutes a contract for goods or services within the meaning of Section 2270.002 of the Texas Government Code, as amended, solely for purposes of compliance with Chapter 2270 of the Texas Government Code, and subject to applicable Federal law, Respondent (1) does not boycott Israel; and (2) will not boycott Israel during the term of this Agreement.

The term “boycott Israel” as used in this paragraph has the meaning assigned to it in Section 808.001 of the Texas Government Code, as amended.

PREFERENCES

See Section 2.38 of the State of Texas Procurement Manual regarding preferences. Check below to claim a preference under 34 TAC Rule 20.38 ( ) Supplies, materials, or equipment produced in TX or offered by TX bidder or

TX bidder that is owned by a service-disabled veteran * ( ) Agricultural products produced or grown in TX ( ) Agricultural products and services offered by TX bidders* ( ) 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

Respondent represents and warrants that the individual signing this Execution of Offer is authorized to sign this document on behalf of Respondent and to bind Respondent under any contract resulting from this Proposal.

(Respondent - Company Name) (Street Address)

(Name Type/Printed) (Cit, State, Zip Code)

(Title) (Telephone Number)

(Authorized Signature) (Email Address)

(Date) (Tax Identification Number)

End of Exhibit A

EXHIBIT B

Executive Order GA-48 Compliance Statement (Higher Education)

NOTE: THIS EXHIBIT MUST BE SIGNED AND RETURNED WITH THE

PROPOSAL. PROPOSALS THAT DO NOT INCLUDE THIS EXHIBIT WILL BE

DISQUALIFIED. THE PROPOSAL SHALL BE VOID IF FALSE STATEMENTS

ARE CONTAINED IN THIS EXHIBIT.

Pursuant to Executive Order GA-48 issued by Greg Abbott, Respondent affirms its understanding of and commitment to comply with all applicable requirements related to foreign adversary restrictions as they apply to public institutions of higher education.

Respondent certifies that it is not owned by, controlled by, or affiliated with any entity identified as a foreign adversary and does not participate in prohibited foreign talent recruitment programs or restricted research collaborations. Respondent further certifies that it does not receive funding, contractual support, or other resources from prohibited foreign sources that would conflict with the requirements of this Executive Order.

In support of institutional research security and academic integrity, Respondent agrees to fully disclose any foreign affiliations, partnerships, funding sources, or collaborative arrangements that may involve foreign entities. This includes, but is not limited to, research sponsorships, joint academic programs, data-sharing agreements, and subcontracting relationships.

Respondent acknowledges that any resulting agreement may be subject to enhanced compliance measures, including review of research activities, data access limitations, export control considerations, and restrictions on the use of certain technologies, equipment, or personnel connected to foreign adversaries.

Respondent further agrees to comply with all institutional policies related to international travel, remote work conducted outside the United States, and access to university systems or sensitive data, where applicable to the services provided.

Failure to comply with the provisions of Executive Order GA-48 and applicable institutional policies may result in disqualification from the solicitation process, contract termination, and/or other remedies available under law.

Vendor Certification – Executive Order GA-48 Compliance

The Respondent must complete the following certification. Failure to complete this section may result in disqualification.

☐ Certified Compliant

Respondent affirms that it is fully compliant with the requirements of Executive Order GA-48 and has no prohibited affiliations, funding sources, or engagements.

☐ Disclosure Required

Respondent affirms compliance but has disclosed below any affiliations, funding sources, partnerships, or activities that may require review under GA-48.

☐ Non-Compliant

Respondent is unable to certify compliance with Executive Order GA-48.

If “Disclosure Required” is selected, provide details below (attach additional pages if necessary):

Authorized Representative Name: __________________________________________

Title: _________________________________________________________________

Company Name: __________________________________________________________

Signature: _______________________________________ Date: ____________

End of Exhibit B

End of the solicitation