Maintenance_RFP.pdf

axahachie Independent School Districf

REQUEST FOR PROPOSAL:

27-001 MAINTENANCE RELATED

SUPPLIES/EQUIPMENT & SERVICES

WAXAHACHIE INDEPENDENT SCHOOL DISTRICT

ATTN: PURCHASING DEPARTMENT

411 N GIBSON ST

WAXAHACHIE, TX 75165

ISSUED: September 16, 2026

RESPONSES DUE: October 15, 2026, at 2:00 P.M.

At the deadline for responses, the District will read aloud all respondents' names and other information as required by state law in the Waxahachie ISD Administration Building Board

Room. All interested parties are invited to attend.

Bidder Name/Signature: _________________ _

TABLE OF CONTENTS

Sections

Section A- Introduction

Section B - Proposal Submittal Requirements

Section C - Proposal Evaluation

Appendices

Appendix 1 - Scope of Services

Appendix 2 - Proposal

Appendix 3 - Conflict of Interest Form CIQ

Appendix 4 - Felony Conviction Notice

Appendix 5 - Form 1295 Instructions

Appendix 6- Form W-9

Appendix 7 - lnterlocal Agreement Clause

Appendix 8 - Acknowledgements and Certifications

SECTION A- INTRODUCTION

A.1 General Description Waxahachie Independent School District, herein referred to as "WISD", "Waxahachie ISD" or "the District", is an accredited public education entity located in Ellis County, Texas.

The district provides excellence in education to the over 11,000 students who live within the 192 square miles of the district's borders. The district currently is comprised of 16 educational campuses, 3 support facilities, and numerous athletic facilities.

Situated in the county seat of Ellis County, Waxahachie ISD has experienced significant student growth over the past 10 years with additional growth expected for the upcoming school years. The District has approximately 1,700 employees and a seven-member board of trustees that are elected to staggered three-year terms.

A.2 Open Records Waxahachie ISD adheres to the Texas Public Information Act (Texas Government Code Chapter 552.001, et seq.) and advises all respondents that information contained in any response could be made public after the awarding of a contract in accordance with the laws, statues, regulations, and other requirements thereof.

No information about responses will be made available until the final contract has been awarded. Respondents who have notified the District of proprietary information in their response packet will be given the chance to protect that information before its release, if allowed under statute.

A.3 Pro-Israel Vendor Certification In accordance with Texas Government Code §2270.002, the District will not enter into a contract with a vendor without obtaining written confirmation that vendor does not boycott Israel and will not during the term of the contract.

A.4 Pro-Fossil Fuels Confirmation In accordance with Texas Government Code §2270.002, the District will not enter into a contract with a vendor without obtaining written confirmation that vendor does not boycott companies in the fossil fuels industry (exploration, production, marketing, distribution) and will not during the term of the contract.

A.5 Pro-Firearm Companies Confirmation In accordance with Texas Government Code §2270.002, the District will not enter into a contract with a vendor without obtaining written confirmation that vendors do not boycott firearm companies, including the ammunition industry or firearm trade associations, and will not during the term of the contract.

A.6 Project Overview The Waxahachie ISD is seeking proposals from multiple vendors to compile an approved vendor list for the purchasing category of "Maintenance Related Supplies/Equipment & Services.

A. 7 Tax Exempt Entity Waxahachie ISD is exempt from state sales taxes and federal excise taxes. Responds should not include a cost component for either item. Certificates are available upon request.

A.8 Payment Terms The District issues payments within 30 days of receiving goods or services per contractual agreement in acceptable condition, or receipt of invoice for goods or services whichever is later, in compliance with Texas Government Code §2251.021. The District reserves the right to accept prompt payment discounts and will issue payment in accordance with such discounts where appropriate, but District does not agree to any payment terms other than net 30.

All invoices should be sent via email to accountspayable@wisd.org or mailed to:

Waxahachie ISD ATTN: Accounts Payable

411 N Gibson St Waxahachie, TX 75165

Invoices are not considered received until they are received by the Business Office and the provisions of Texas Government Code §2251.021 do not apply until invoice received by same.

A.9 Campus Access All employees of vendor and vendor subcontractors will be subject to District background checks as required by Texas Education Code. Vendor personnel may be subject to escort by District personnel while on campus and performing tasks if deemed appropriate by District. Failure to submit to background check will be grounds for immediate termination of contract for cause.

I

A.10 Issuance of Purchase Order Waxahachie ISD limits its purchases of goods/services through the use of properly drawn and authorized purchase orders. The District is not liable for payment of goods/services that were not authorized via this method. To facilitate quicker invoice processing, all invoices and packing slips should include the approved purchase order number.

A.11 Reservation of Rights

Waxahachie Independent School District reserves the right to award contracts to multiple vendors if such awards are in the best interest of the District. The District also reserves the right to reject all bids and repost solicitation or reject all bids and cancel future solicitations for same good/service.

A.12 Prohibition on Diversity, Equity, and Inclusion A contract with the District is subject to termination if the contractor intentionally or knowingly:

• Engages in diversity, equity, and inclusion (DEi) duties; or

• Assigns DEi duties to another individual.

"DEi duties" include influencing hiring or employment practices based on race, sex, color, or ethnicity; promoting differential treatment or special benefits based on race, color, or ethnicity; developing or implementing policies, procedures, trainings, activities, or programs that reference race, color, ethnicity, gender identity, or sexual orientation; and compelling, requiring, or soliciting a DEi statement- in each case except as necessary to comply with state or federal law.

A.13 Prohibited Classroom Instruction or Activities A contractor is prohibited from intentionally or knowingly engaging in, or assigning to another individual, instruction, guidance, activities, or programming prohibited by Education Code §28.0022, including compelled discussion of a widely debated, currently controversial issue of public policy or social affairs, or requiring or awarding course credit for lobbying or political advocacy work.

A.14 Conflicts of Interest Chapter 176 of the Texas Local Government Code mandates the public disclosure of certain information concerning persons doing business or seeking to do business with the Waxahachie Independent School District, including affiliations and business and financial relationships such as persons may have with Waxahachie ISO officers. An explanation of the requirements of Chapter 176, applicable forms and a complete text of the law are available at https://www.ethics.state.tx.us/ forms/ conflict/.

SECTION B - PROPOSAL SUBMITTAL REQUIREMENTS

8.1 Contact Information

All questions regarding this RFP should be directed to the department head responsible for the publication of this solicitation. The responsible department for the is solicitation is listed in Exhibit A.

8.2 Submission Deadline and Location

All responses must be delivered no later than 2:00 p.m. on October 15, 2026, to the address below. At 2:00 pm on the same day, received responses will be opened and read aloud in the purchasing department.

All responses should be addressed to:

Waxahachie Independent School District ATTN: Purchasing Department

411 N Gibson St Waxahachie, TX 75165

RFP #27-001 Maintenance Related Supplies/Equipment & Services

Responses not received timely will be returned unopened, or discarded, by the District.

A record of discarded responses, if any, will be published along with awarding information on the District's website at www.wisd.org/purchasing.

8.3 Delivery Delays

Respondents are recommended to allow sufficient time for delivery to account for unexpected delays. The District is not responsible for delays in delivery, whether by postal carrier or express carrier and will not accept responses delivered after the dead line.

The District does not accept any responses that are not received at the above address and are indicated by appropriate date and time stamp.

8.4 Revised and Withdrawn Responses

Responses may be revised and/or withdrawn prior to the time and date set for RFP closing. For revised responses, the last response received will replace all previous responses for purposes of determining which proposal takes precedent. All revised responses should be complete responses to ensure they are properly accounted for.

Vendors wanting to withdraw a response must do so in writing with a valid signature on the request.

B.5 Instructions for Paper Submission Proposals should be submitted on 8.5'' x 11", vertically aligned white copy paper to enable the District to make copies as necessary. All responses must include two originally signed proposal documents. Failure to remit the appropriate number of responses may constitute an incomplete response and be subject to disqualification. Responses should not be permanently bound together, easily removable binding, paperclips, or stapling are acceptable to keep responses documents together and in order for review.

Response proposals should have pages numbered to ensure complete responses and facilitate easier reference for evaluation purposes.

B.6 Instructions for Electronic Submission Electronic submissions should be sent to bids@wisd.org and include the solicitation title as the subject line or in the main body of the message. All response documents should be attached to the message and should not be included as a part of the message.

The District will only verify receipt of electronic submission upon request and will not confirm submission by other vendors. If multiple responses are received from the same vendor, the response received closest to the submission deadline will be the only one accepted.

The date and time stamp associated with the receipt of the email message will be the official date and time received for purposes of ensuring timely submission.

B.7 Ambiguity Any ambiguity in the proposal as a result of omission, error, lack of clarity or non compliance by the proposer with specifications, instructions and all conditions shall be construed in the favor of Waxahachie ISO. In the event of a conflict between these standard RFP requirements and details provided in Appendix A - Scope of Services or Appendix B - Proposal, the appendices shall prevail.

B.8 Unit Prices and Extensions If unit prices and their extensions do not coincide, the District may accept the price most beneficial to the District and the proposer will be bound thereby.

B.9 Additional Information The District may request any other information necessary to determine proposer's ability to meet the minimum standards required by the RFP.

SECTION C - GENERAL ASSERTIONS

C.1 Independent Contractor It is agreed that for all purposes hereunder, the contractor is and shall be an independent contractor and shall not, with respect to its acts or omissions, be deemed an agent or employee of Waxahachie ISO.

C.2 Payment of Claims The contractor shall promptly pay claims for damages to property owned by Waxahachie ISO, its employees or any person utilizing District facilities that were caused by employees or subcontractors of the contractor on the premises covered by this contract.

C.3 Indemnity The contract agrees to indemnify, hold harmless and defend the District, District's officers, agents and employees, from and against all liability for any and all claims, liens, suits, demands, and/or actions for damages, injuries to persons (including death), property damage (including loss of use), and expenses, including court costs and attorney's fees and other reasonable costs occasioned by the contractor's occupancy or activities conducted in connection with or incidental to this contract and arising out of or resulting from the intentional acts or negligence of the contractor, contractor's officers, agents or employees, including all such causes of action based on common, constitutional, or statutory law, or based upon the negligent or intentional acts of omissions of the contractor, its officers, agents, employees, or visitors. Nothing herein shall be construed as requiring contractor indemnify District for actions or damages caused by the negligence or intentional acts of District. The contractor further agrees it shall at all times exercise reasonable precautions on behalf of, and be solely responsible for, the safety of its officers, agents, employees, visitors, and other person, as well as their property, while in or on the premises.

It is expressly understood and agreed the District shall not be liable and/or responsible for the negligence of the contractor, its agents, servants, employees and visitors.

C.4 Contract Insurance Requirements The contractor shall provide and maintain, at its own expense, the following types and amounts of insurance during the term of this agreement:

~ Amount

1. Comprehensive General (Public) Bodily Injury:

Liability - to include (but not limited to $250,000 per person The following: $500,000 per occurrence

And

a. Premises/operations Property Damage:

b. Independent Contractor

c. Personal injury liability $100,000 per occurrence

Contractual liability (insuring or Indemnity provision within This contract) Combined single limit for AND, where the exposure exists, Bodily injury and Coverage for: Property Damage: $500,000

d. Products/Complete operations

e. Explosion, Collapse and Underground Property Damage

2. Comprehensive Automobile Liability Bodily Injury:

To include coverage for:

a. Owned/Lease Automobiles $250,000 per person

b. Non-owned Automobiles $500,000 per occurrence

c. Hired cars

AND

Property Damage $100,000 per occurrence

OR

Combined Single Limit for Bodily Injury and Property Damage:

$500,000 Statutory $500,000 per occurrence

3. Workers Compensation and Employer's Liability (where required by state law)

The preceding amounts notwithstanding, the Board of Trustees reserves the right to increase the minimum required insurance to be effective thirty (30) days after notice is sent to the address provided herein. If the District exercises the right to increase minimum insurance amounts, the contractor may choose to either comply with the increase or cancel this contract in whole with no penalty.

The procuring of such policy of insurance shall not be construed to be a limitation upon the contractor's liability or as a full performance on its part of the indemnification provisions of the contract. The contractor's obligations to the District are, notwithstanding said policy of insurance, for the full and total amount of any damage, injury or loss as provided under the terms of the contract.

C.5 Other Insurance Requirements Prior to the contract effective date, the contractor shall furnish to the District's Business Office certificate or copies of the policies, plainly and clearly evidencing required insurance, and thereafter new certificates prior to the expiration date of any prior certificate. The contractor understands it is its sole responsibility to provide this necessary information and failure to comply timely with the requirements of this Article shall be a cause for termination of this contract, under the provisions of the termination clause.

The insurance required herein shall be issued by a company or companies of sound and adequate financial responsibility and authorized to do business in the State of Texas. All policies shall be subject to examination and approval by the Waxahachie ISD Legal Department for their adequacy as to form, content, form of protection, and providing company.

Insurance required by the contract for the District, as additional insured shall be primary insurance and not contribution with any other insurance available to the District, under any third party liability policy.

The contract further agrees with respect to the above-required insurance, the District shall:

a. Be named as additional insured/or an insured, as its interest may appear: AND

b. Be provided with a waiver of subrogation; and

c. Be provided with 30 days advance notice, in writing, of cancellation or material change.

The District will not be responsible for any of the contractor's insurance costs.

APPENDIX 1 - SCOPE OF SERVICES

1.1 Project Title

Maintenance Related Supplies/Equipment & Services.

1.2 Scope of Services

The District seeks to utilize multiple vendors - based on RFP Responses - to compile an approved vendor list for the purchasing category of "Maintenance Related Supplies/Equipment & Services". Vendors responding to this RFP solicitation should include a price sheet and/or catalog of items offered. If not including a catalog or price sheet, vendors will be required to list a percentage discount offered to the District on supplies & equipment. For service type vendors, please list a base hourly rate and/or include a list of services/prices.

1.3 Special Conditions

All required forms attached with this RFP Solicitation must be submitted with the RFP Response Form by stated deadline. Failure to submit the required forms could result in disqualification of response.

1.4 Proposal Evaluation Factors

All vendors who submit a completed RFP packet, including required forms and pricing information, will be included on an approved vendor list for this category.

1.5 Key Events Schedule

Event Date Release of Request for Proposal September 14, 2026 Deadline for Questions/Clarification N/A Sealed Responses due to Purchasing Department October 15, 2026 Recommendation of Approved Vendor list to Board November 16, 2026 Anticipated Board of Trustees Approval November 16, 2026 Anticipated Contract Awarded (to multiple vendors) November 17, 2026

1.6 Pre-bid conference

A pre-bid conference has not been scheduled for this solicitation.

1.7 Scope of Services

It is the intent of Waxahachie ISD to compile an approved vendor list for a period of one

(1) year as of October 2026 thru September 2027, with WISD having the option to renew the Agreement for additional years in one (1) year increments, with a final expiration of September 30, 3031. The phrase "Term" in this Agreement shall mean the then-current Term of Agreement, whether the initial term or a renewal term. Vendors are requested to submit a response offering their total line of available products and services that are commonly purchased by school district and other public, not-for-profit agencies and organizations. The District may utilize all vendors on this list for the procurement of Maintenance Related Supplies & Equipment & Services.

1.8 Expectation of Service

Submission requirements include, at a minimum, a response price to each item listed above, applicable discounts offered, total shipping and installation costs if applicable and a proposed total. Please also fill out the attached required forms.

1.9 Invoicing

Detailed invoices should be prepared showing itemized list of items shipped/delivered, date shipped/delivered. Invoice to be submitted for payment to:

Waxahachie ISO ATTN: Accounts Payable

411 N Gibson St Waxahachie, TX 75165

Or via email: accountspayable@wisd.org

1.11 Evaluation Criteria

Selection of the most highly qualified firm will be made based on demonstrated competence and qualifications to perform the services in accordance with Government Code §2254.004 and §2269.301.

Firm Experience: Responding firms should describe their organization, structure, and experience. Respondents should highlight

Technical Competence: Responding firms should detail their experience with projects utilizing the design-build delivery method, specifically agriscience, or similar facilities, for Texas public education entities.

Capability to Perform: Responding firms should demonstrate the capabilities of their staff assigned to this project and management staff to successfully supervise such a project.

Past Performance: Responding firms should present information on recently completed projects, within the past three-years, that show delivery of design-build projects with specific mention of contracted start date and actual end date for each project, along with initial budget, sum total of change orders (positive and negative}, and final contracted cost of project. The categories of Safety and Long-term Durability and Ability to Meet Schedule will be considered with Past Performance when reviewing submissions.

Safety and Long-term Durability: Responding firms should detail any significant permit, inspection, or warranty claims relating to reported projects. Responding firms should consider narratives to provide explanation, where necessary.

Ability to meet schedule: Responding firms should detail the original and final construction timelines for prior projects previously reported and note whether projects were early (more than 30 days from original estimated completion), on-time, or late (completed after original estimated completion date).

Costing Methodology: Responding firms should describe their policies on subcontractor markup, definition of general conditions, range of cost for general conditions, policies on retainage, policies on contingencies, whether any discounts for prompt payment are offered, and expected staffing for administrative duties.

District Interview, Optional: The district reserves the right to select one or more responding firms for an interview with the Board of Trustees before making a recommendation on selection of firm to award contract. An interview is not guaranteed, and a contract may still be awarded without conducting any interviews.

Company Information Company Name:

Company Address:

City, State Zip Code:

Company Phone Number:

Email Address:

Name and Title of Owner/Legally Authorized Representative:

Signature of Owner/Legally , Authorized Representative:

Date:

APPENDIX 2 - PROPOSAL

Please provide the following information and confirmations as they relate to the referenced proposal.

Acknowledgements

I, the undersigned, as the owner or legally authorized representative of the above-named company, by signing the following statement, agree that I have READ and UNDERSTAND all of the instruction and specification contained herein, and that if accepted by the Waxahachie Independent School District, all of the provisions are part of a binding contract between the District and my company. I also certify that this bid is made without previous understanding, agreement or connection with any person, firm or cooperation making a proposal for the same contract and is in all ways fair and without collusion or fraud.

Percentage Discount Offered ____________________ _

Attach Pricing List or Catalog with RFP response if applicable. For services - list either a percentage discount offered or base hourly service rate.

APPENDIX 1 -SCOPE OF SERVICES

1.1 Project Title

Design Build Services

1.2 Scope of Services Contact

Questions about the technical nature of the scope of services may be directed to Ryan Kahlden, Chief Financial Officer at 972-923-4631 or rkahlden@wisd.org.

1.3 Special Conditions

This RFQ solicitation is being issued to potentially award a contract for the design and construction of an agriscience facility to serve Waxahachie Creek High School under the design build delivery method. The District would like a building similar to the agriscience facility on the Waxahachie High School campus with multiple buildings each housing different species of animal projects with some modifications to layout and functionality for the new facility.

1.4 Key Events Schedule

Event Date Release of Request for Proposal September 16, 2026 Optional Pre-Bid Conference N/A Sealed Responses due to Purchasing Department October 15, 2026 Anticipated Board of Trustees Approval October 26, 2026 Anticipated Contract Awarded October 27, 2026 Anticipated Beginning of Services To be determined

1.5 Pre-bid conference

There will not be a pre-bid conference for this RFQ.

1.6 Scope of Services

The District is soliciting qualifications to design and construct an agriscience facility at Waxahachie Creek High School under the design-build delivery method. The facility should be similar in functionality and size to the existing agriscience facility at Waxahachie High School but will not be identical as the district has some modifications I would like to see incorporated in the final design. The budget for this project is $11,000,000.

1. 7 Expectation of Service Vendor/Provider shall follow all generally accepted safety procedures to protect personnel, property and equipment.

1.8 Execution of Work

[Type here]

All aspects of the work shall be conducted in a timely and professional manner.

Waxahachie ISO Project Manager will be the primary point of contact once the contract is issued.

1.9 Contractor Work Coordination

Contractor(s) will be expected to coordinate materials delivery, subcontractors, and construction activities with the General Contractor for the construction of the Waxahachie Creek High School campus, Pogue Construction.

1.10 Invoicing

A detailed monthly invoice should be prepared showing date, time, location, and description of service performed. Invoice to be submitted for payment to:

Waxahachie ISO ATTN: Accounts Payable

411 N Gibson St Waxahachie, TX 75165

Or via email: accountspayable@wisd.org

1.11 Evaluation Criteria

Selection of the most highly qualified firm will be made based on demonstrated competence and qualifications to perform the services in accordance with Government Code §2254.004 and §2269.301.

Firm Experience: Responding firms should describe their organization, structure, and experience. Respondents should highlight

Technical Competence: Responding firms should detail their experience with projects utilizing the design-build delivery method, specifically agriscience, or similar facilities, for Texas public education entities.

Capability to Perform: Responding firms should demonstrate the capabilities of their staff assigned to this project and management staff to successfully supervise such a project.

Past Performance: Responding firms should present information on recently completed projects, within the past three-years, that show delivery of design-build projects with specific mention of contracted start date and actual end date for each project, along with initial budget, sum total of change orders (positive and negative), and final contracted cost of project. The categories of Safety and Long-term Durability and Ability to Meet Schedule will be considered with Past Performance when reviewing submissions.

Safety and Long-term Durability: Responding firms should detail any significant permit, inspection, or warranty claims relating to reported projects. Responding firms should consider narratives to provide explanation, where necessary.

Ability to meet schedule: Responding firms should detail the original and final construction timelines for prior projects previously reported and note whether projects were early (more than 30 days from original estimated completion), on-time, or late (completed after original estimated completion date).

Costing Methodology: Responding firms should describe their policies on subcontractor markup, definition of general conditions, range of cost for general conditions, policies on retainage, policies on contingencies, whether any discounts for prompt payment are offered, and expected staffing for administrative duties.

District Interview, Optional: The district reserves the right to select one or more responding firms for an interview with the Board of Trustees before making a recommendation on selection of firm to award contract. An interview is not guaranteed, and a contract may still be awarded without conducting any interviews.

Company Information Company Name:

Company Address:

City, State Zip Code:

Company Phone Number:

Email Address:

Name and Title of Owner/Legally Authorized Representative:

Signature of Owner/Legally Authorized Representative:

Date:

APPENDIX 2- COMPANY CONTACT AND FAIR RESPONSE PLEDGE

Please provide the following information and confirmations as they relate to the advertised solicitation.

Acknowledgements

I, the undersigned, as the owner or legally authorized representative of the above named company, by signing the following statement, agree that I have READ and UNDERSTAND all of the instruction and specification contained herein, and that if accepted by the Waxahachie Independent School District, all of the provisions are part of a binding contract between the District and my company. I also certify that this response is made without previous understanding, agreement or connection with any person, firm or cooperation making a response for the same contract, and is in all ways fair and without collusion or fraud.

APPENDIX 3 - FORM 1295

FORM 1295 (Certificate of Interested Parties) NOW REQUIRED FOR ALL APPROVED VENDORS

In 2015, the Texas Legislature adopted House Bill 1295 which added section 2252.908 of the

Government Code. The law states that a governmental entity or state agency may not enter into certain contracts with a business entity unless the business entity submits a disclosure of interested parties to the government entity or state agency at the time the business entity submits a signed contract to the governmental or state agency.

Since the Board of Trustees will adopt approved vendor lists for the advertised categories, vendors must comply with this mandate prior to doing business with Waxahachie Independent School District.

Vendors submitting a sealed proposal must also log into the Texas Ethics Commission website in order to file Form 1295. Use the application to enter the required information on Form 1295 and print a copy of the completed form, which will include a certification of filing that will contain a unique certification number. An authorized agent of the business entity must sign the printed copy of the form. The completed Form 1295 with the certification filing must be filed with Waxahachie ISO. Please mail the copy to 411 N. Gibson St., Waxahachie, Texas 75165, Attn: Purchasing Dept.

On the Texas Ethics Commission website there is a section of frequently asked questions available to help vendors understand this mandated process.

CONFLICT OF INTEREST QUESTIONNAIRE FORM CIQ

For vendor or other person doing business with local governmental entity

OFFICE USE ONLY This questionnaire is being filed in accordance with chapter 176 of the Local Government Code by a person doing business with the governmental entity. Date Received

By law this questionnaire must be filed with the records administrator of the local government not later than the 7th business day after the date the person becomes aware of facts that require the statement to be filed. See Section 176.006, Local Government Code.

A person commits an offense if the person violates Section 176.006, Local Government Code. An offense under this section is a Class C misdemeanor.

l!J Name of person doing business with local governmental entity .

.!.I

□ 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 September 1 of the year for which an activity described in Section 176.006(a), Local Government Code, is pending and not later than the 7th business day after the date the originally filed questionnaire becomes incomplete or inaccurate.)

l!J Describe each affiliation or business relationship with an employee or contractor of the local governmental entity who makes recommendations to a local government officer of the local governmental entity with respect to expenditure of money.

li.1 Describe each affiliation or business relationship with a person who is a local government officer and who appoints or employs a local government officer of the local governmental entity that is the subject of this questionnaire.

r

Amended 01/13/2006

FORM CONFLICT OF INTEREST QUESTIONNAIRE CIQ

For vendor or other person doing business with local governmental entity

2.J Name of local government officer with whom filer has affiliation or business relationship. (Complete this section only if the answer to A, B, or C is YES.)

This section, item 5 including subparts A, B, C & D, must be completed for each officer with whom the filer has affiliation or business relationship. Attach additional pages to this Form CIQ as necessary.

A. Is the local government officer named in this section receiving or likely to receive taxable income from the filer of the questionnaire?

Dves □ No

B. Is the filer of the questionnaire receiving or likely to receive taxable income from or at the direction of the local government officer named in this section AND the taxable income is not from the local governmental entity?

Oves □ No

C. Is the filer of this questionnaire affiliated with a corporation or other business entity that the local government officer serves as an officer or director, or holds an ownership of 10 percent or more?

Dves □ No

D. Describe each affiliation or business relationship.

1§.J Describe any other affiliation or business relationship that might cause a conflict of interest.

Signature of person doing business with the governmental entity Date

Amended 01/13/2006

Details of Conviction(s): ______________________ _

APPENDIX 5

FELONY CONVICTION NOTICE

Statutory citation covering notification of criminal history of contractor is found in the Texas Education Code #44.034.

FELONY CONVICTION NOTIFICATION

State of Texas Legislative Senate Bill No. 1, Section 44.034, Notification of Criminal History, Subsection (a), states "a person or business entity that enters into a contract with a school district must give advance notice to the district if the person or an owner or operator of the business entity has been convicted of a felony. The notice must include description of the conduct resulting in the conviction of a felony."

Subsection (b) states "a school district may terminate a contract with a person or business entity if the district determines that the person or business failed to give notice as required by Subsection

(a) or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract."

THIS NOTICE IS NOT REQUIRED OF A PUBLICLY-HELD CORPORATION

I, the undersigned agent for the firm named below, certify that the information concerning notification of felony convictions has been reviewed by me and the following information is true to the best ofmy knowledge.

VENDOR'S NAME: ----------------------------

AUTHORIZED COMPANY OFFICIAL'S NAME (printed) _________ _

A. My firm is a publicly-held corporation; therefore, this reporting requirement is not applicable.

Signature of Company Official: ____________________ _

B. My firm is not owned or operated by anyone who has been convicted of a felony:

Signature of Company Official: --------------------- C. My firm is owned or operated by the following individual(s) who has/have been convicted of a felony:

I

Name of Felon(s): --------------------------

Signature of Company Official: ____________________ _

Form (Rev. March

W•9 Request for Taxpayer Give form to the 2024) Identification Number and Certification requester. Do not

Department of the Treasury send to the IRS. Go to www.irs.gov/FormW9 for instructions and the latest information. Internal Revenue Service

Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below.

1 Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner's name on line 1, and enter the business/disregarded entity's name on line 2.)

2 Business name/disregarded entity name, if different from above.

(') 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check Q) 4 Exemptions (codes apply only to Cl only one of the following seven boxes. certain entities, not individuals;

«I a.

C: □ Individual/sole D see instructions on page 3):

proprietor C corporation D S corporation D Partnership D TrusVestate

□ LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership) --- Exempt payee code (if any) g.g ai ~ Note: Check the "LLC" box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax

0 2 classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate Exemption from Foreign Account Tax box for the tax classification of its owner. Compliance Act (FATCA) reporting

'E 't;

·c □ Other (see instructions) code (if any)

.S Q. -~

~ 3b If on line 3a you checked "Partnership" or "TrusVestate," or checked "LLC" and entered "P" as its tax classification, (Applies to accounts maintained QI and you are providing this form lo a partnership, trust, or estate in which you have an ownership interest, check i outside the United States.) this box if you have any foreign partners, owners, or beneficiaries. See instructions □ Q) Q) 5 Address (number, street, and apt. or suite no.). See instructions. Requester's name and address (optional) en

6 City, state, and ZIP code

7 list account number(s) here (optionaQ

•• Taxpayer Identification Number {TIN) I Social security number Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid I backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a

[Il]-ITJ-1 or

I I I I TIN, later. I Employer Identification number Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter.

Certification Under penalties of perjury, I certify that:

1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and

2. I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and

3. I am a U.S. citizen or other U.S. person (defined below); and

4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.

Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments other than

I interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part 11, later.

Sign Signature of Here _ U.S. person Date

General Instructions New line 3b has been added to this form. A flow-through entity is required to complete this line to indicate that it has direct or indirect

Section references are to the Internal Revenue Code unless otherwise foreign partners, owners, or beneficiaries when it provides the Form W-9 noted. to another flow-through entity in which it has an ownership interest. This change is intended to provide a flow-through entity with information Future developments. For the latest information about developments regarding the status of its indirect foreign partners, owners, or related to Form W-9 and its instructions, such as legislation enacted beneficiaries, so that it can satisfy any applicable reporting after they were published, go to www.irs.gov/FormW9.

requirements. For example, a partnership that has any indirect foreign

What's New partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065).

Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the Purpose of Form appropriate box for the tax classification of its owner. Otherwise, it

An individual or entity (Form W-9 requester) who is required to file an should check the "LLC" box and enter its appropriate tax classification.

information return with the IRS is giving you this form because they

Cat. No. 10231X Form W-9 (Rev. 3-2024)

Form W-9 (Rev. 3-2024) Page2 must obtain your correct taxpayer identification number (TIN), which Foreign person. If you are a foreign person or the U.S. branch of a may be your social security number (SSN), individual taxpayer foreign bank that has elected to be treated as a U.S. person (under identification number (ITIN), adoption taxpayer identification number Regulations section 1.1441-1 (b)(2)(iv) or other applicable section for (ATIN), or employer identification number (EIN), to report on an chapter 3 or 4 purposes), do not use Form W-9. Instead, use the information return the amount paid to you, or other amount reportable appropriate Form W-8 or Form 8233 (see Pub. 515). If you are a on an information return. Examples of information returns include, but qualified foreign pension fund under Regulations section 1.897(1)-1 (d), or are not limited to, the following. a partnership that is wholly owned by qualified foreign pension funds, that is treated as a non-foreign person for purposes of section 1445 • Form 1099-INT (interest earned or paid).

withholding, do not use Form W-9. Instead, use Form W-8EXP (or other

• Form 1099-DIV (dividends, including those from stocks or mutual certification of non-foreign status).

funds).

Nonresident alien who becomes a resident alien. Generally, only a

• Form 1099-MISC (various types of income, prizes, awards, or gross nonresident alien individual may use the terms of a tax treaty to reduce proceeds). or eliminate U.S. tax on certain types of income. However, most tax

• Form 1099-NEC (nonemployee compensation). treaties contain a provision known as a saving clause. Exceptions specified in the saving clause may permit an exemption from tax to • Form 1099-B (stock or mutual fund sales and certain other continue for certain types of income even after the payee has otherwise transactions by brokers).

become a U.S. resident alien for tax purposes.

• Form 1099-S (proceeds from real estate transactions).

If you are a U.S. resident alien who is relying on an exception

• Form 1099-K (merchant card and third-party network transactions). contained in the saving clause of a tax treaty to claim an exemption

• Form 1098 (home mortgage interest), 1098-E (student loan interest), from U.S. tax on certain types of income, you must attach a statement and 1098-T (tuition). to Form W-9 that specifies the following five items.

• Form 1099-C (canceled debt). 1. The treaty country. Generally, this must be the same treaty under which you claimed exemption from tax as a nonresident alien. • Form 1099-A (acquisition or abandonment of secured property).

2. The treaty article addressing the income. Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. 3. The article number (or location) in the tax treaty that contains the saving clause and its exceptions. Caution: If you don't return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup 4. The type and amount of income that qualifies for the exemption withholding, later. from tax.

By signing the filled-out form, you: 5. Sufficient facts to justify the exemption from tax under the terms of the treaty article. 1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued); Example. Article 20 of the U.S.-China income tax treaty allows an exemption from tax for scholarship income received by a Chinese 2. Certify that you are not subject to backup withholding; or student temporarily present in the United States. Under U.S. law, this

3. Claim exemption from backup withholding if you are a U.S. exempt student will become a resident alien for tax purposes if their stay in the payee; and United States exceeds 5 calendar years. However, paragraph 2 of the

4. Certify to your non-foreign status for purposes of withholding under first Protocol to the U.S.-China treaty (dated April 30, 1984) allows the chapter 3 or 4 of the Code (if applicable); and provisions of Article 20 to continue to apply even after the Chinese student becomes a resident alien of the United States. A Chinese 5. Certify that FATCA code(s) entered on this form (if any) indicating student who qualifies for this exception (under paragraph 2 of the first that you are exempt from the FATCA reporting is correct. See What Is Protocol) and is relying on this exception to claim an exemption from tax FATCA Reporting, later, for further information.

on their scholarship or fellowship income would attach to Form W-9 a

Note: If you are a U.S. person and a requester gives you a form other statement that includes the information described above to support that than Form W-9 to request your TIN, you must use the requester's form if exemption.

it is substantially similar to this Form W-9.

If you are a nonresident alien or a foreign entity, give the requester the Definition of a U.S. person. For federal tax purposes, you are appropriate completed Form W-8 or Form 8233.

considered a U.S. person if you are:

• An individual who is a U.S. citizen or U.S. resident alien; Backup Withholding

• A partnership, corporation, company, or association created or What is backup withholding? Persons making certain payments to you organized in the United States or under the laws of the United States; must under certain conditions withhold and pay to the IRS 24% of such

• An estate (other than a foreign estate); or payments. This is called "backup withholding." Payments that may be subject to backup withholding include, but are not limited to, interest,

• A domestic trust (as defined in Regulations section 301. 7701-7). tax-exempt interest, dividends, broker and barter exchange Establishing U.S. status for purposes of chapter 3 and chapter 4 transactions, rents, royalties, nonemployee pay, payments made in withholding. Payments made to foreign persons, including certain settlement of payment card and third-party network transactions, and distributions, allocations of income, or transfers of sales proceeds, may certain payments from fishing boat operators. Real estate transactions be subject to withholding under chapter 3 or chapter 4 of the Code are not subject to backup withholding.

(sections 1441-1474). Under those rules, if a Form W-9 or other You will not be subject to backup withholding on payments you receive certification of non-foreign status has not been received, a withholding if you give the requester your correct TIN, make the proper certifications, agent, transferee, or partnership (payor) generally applies presumption and report all your taxable interest and dividends on your tax return.

rules that may require the payor to withhold applicable tax from the recipient, owner, transferor, or partner (payee). See Pub. 515, Payments you receive will be subject to backup withholding if:

Withholding of Tax on Nonresident Aliens and Foreign Entities. 1. You do not furnish your TIN to the requester;

The following persons must provide Form W-9 to the payor for 2. You do not certify your TIN when required (see the instructions for purposes of establishing its non-foreign status. Part II for details);

• In the case of a disregarded entity with a U.S. owner, the U.S. owner 3. The IRS tells the requester that you furnished an incorrect TIN;

of the disregarded entity and not the disregarded entity. 4. The IRS tells you that you are subject to backup withholding

• In the case of a grantor trust with a U.S. grantor or other U.S. owner, because you did not report all your interest and dividends on your tax generally, the U.S. grantor or other U.S. owner of the grantor trust and return (for reportable interest and dividends only); or not the grantor trust. 5. You do not certify to the requester that you are not subject to

• In the case of a U.S. trust (other than a grantor trust), the U.S. trust backup withholding, as described in item 4 under "By signing the filled and not the beneficiaries of the trust. out form" above (for reportable interest and dividend accounts opened See Pub. 515 for more information on providing a Form W-9 or a after 1983 only).

certification of non-foreign status to avoid withholding.

Form W-9 (Rev. 3-2024) Page3

Certain payees and payments are exempt from backup withholding. example, if a foreign LLC that is treated as a disregarded entity for U.S.

See Exempt payee code, later, and the separate Instructions for the federal tax purposes has a single owner that is a U.S. person, the U.S.

Requester of Form W-9 for more information. owner's name is required to be provided on line 1. If the direct owner of the entity is also a disregarded entity, enter the first owner that is not See also Establishing U.S. status for purposes of chapter 3 and disregarded for federal tax purposes.