Supplemental_Academic_Resources_-_Student_Services.pdf

RFP-21420

SUPPLEMENTAL ACADEMIC RESOURCES - STUDENT SERVICES

Cleveland Metropolitan School District

1111 Superior Ave E

Cleveland, OH 44114

RELEASE DATE: July 17, 2025

DEADLINE FOR QUESTIONS: July 23, 2025

RESPONSE DEADLINE: August 4, 2025, 1:00 pm

Cleveland Metropolitan School District

REQUEST FOR PROPOSAL

Supplemental Academic Resources - Student Services

I. Introduction II. Proposal Submission & Format Requirements

III. Proposal Constraints IV. Evaluation Process V. Evaluation Criteria

VI. Award of Contract VII. Contract Term

VIII. Specifications IX. Submittals

Attachments:

A - RFP_#21420_-_Cost_Proposal_Form

Request For Proposal #RFP-21420 Title: Supplemental Academic Resources - Student Services

1. Introduction

1.1. Summary

The Cleveland Metropolitan School District (hereafter the “District) under RFP-21420 is seeking service providers to provide Supplemental Academic Resources - Student Services

The Cleveland Metropolitan School District (hereafter the “District, “CMSD” or Cleveland Municipal

School District) is soliciting proposals to establish term contracts with one or more qualified vendor to provide Academic Resources Services on an “As Needed” basis for eligible students of Non-Public

Schools.

1.2. Background

To facilitate submission and evaluation of bids, the following provides relevant background information, specifications, and instructions for service providers to submit their bid responses to this ITB. Service providers may submit a bid in response to the specifications below.

The Cleveland Metropolitan School District is accepting proposals for Third Party Providers to provide services for non-public schools servicing eligible Cleveland children. The purpose of the services is to provide additional services to struggling students and help close the achievement gap. These services go beyond what a student would normally receive without these services. These services must be secular in nature, even if provided at a faith-based site, neutral, and non-ideological. This is a multi-award bid for contracted Instructional Support Services, Student Field Experiences, and On-Site Student Services to

Cleveland students in non-public K-12 schools. This RFP will not be a guarantee of purchase for any services, but to establish a list of Approved Vendors for these services. The purpose of this Request for

Proposals ("RFP") is to gather competitive proposals for delivery of support services.

The District intends to select organizations to provide high quality Supplemental Academic Resources -

Student Services. To facilitate submission and evaluation of proposals, the following provides relevant background information, scope of work requirements, and instructions for services providers to submit their proposal responses to this RFP.

1.3. Contact Information

Seletha Thompson

Purchasing Analyst

1111 Superior Avenue E, Suite 1800

Cleveland, OH 44114

Email: seletha.thompson@clevelandmetroschools.org

Phone: (216) 838-0418

Department:

Academics mailto:seletha.thompson@clevelandmetroschools.org tel:(216)838-0418

1.4. Timeline

*The dates listed are subject to change at the discretion of the District. Service Providers will be notified of changes to the schedule, as appropriate.

RFP Posted July 17, 2025

All final questions from service providers to the District

July 23, 2025, 2:00pm

Answers to service providers from the

District and all addenda issued (if necessary)

July 29, 2025, 5:00pm

RFP Responses Due August 4, 2025, 1:00pm

2. Proposal Submission & Format Requirements

2.1. Proposal Submission Requirements

A. In order for the District to evaluate proposals fairly and completely, service providers should follow the format set forth herein and provide all of the information requested. The District discourages costly bids.

B. All proposals shall include all proposal format requirements found below. All information requested in the district-related forms must be submitted via Submittals, or the proposal may be considered non-responsive.

C. Proposals are due at the School District’s e-Procurement Portal on or before 1:00 pm current local time on Monday, August 4, 2025. Proposals must be electronically submitted via School

District’s e-Procurement Portal. Proposals will not be accepted via mail or hand delivery. All materials and proposals submitted should be considered as is.

D. All written questions shall be directed to the School District’s e-Procurement Portal’s Question and Answer feature. Written questions will be accepted until 2:00 pm on Wednesday, July 23, 2025. Under no circumstances should any firm interested in providing the services identified in the RFP, their designees, or anyone affiliated with their firm, contact any other District employee or official during the RFP process, in an attempt to lobby or influence the selection of a service provider pursuant to this RFP.

E. The District reserves the right to reject any and all proposals, to waive any and all informalities or irregularities, and to disregard all non-conforming responsive conditional proposals. Each

Proposer is liable for all proposal errors or omissions. A proposer shall not be permitted to alter or amend any proposal documents after the Proposal deadline time and date detailed in the RFP unless such is formally requested, in writing, by the District.

F. Proposals must remain open and valid for ninety (90) days from the opening date unless the time for awarding the contract is extended by mutual consent of the District and service provider. Service providers may withdraw their proposals any time before the proposal opening date by clicking on "Unsubmit Proposal" on their Proposal Submission on OpenGov Procurement before the time and date set for the proposal opening.

2.2. Proposal Format Requirements

A. The Supplemental Academic Resources - Student Services specifications for RFP-21420 is described in Specifications Section. Service Providers are required to provide the information below as well as complete the District Related Forms in Submittals section. The narrative part of the proposals must present the following information, be organized with the following headings, and respond to the requested information and questions presented in the RFP scope of https://procurement.opengov.com/portal/clevelandmetroschools/projects/183982/document?section=undefined https://procurement.opengov.com/portal/clevelandmetroschools/projects/183982 https://procurement.opengov.com/portal/clevelandmetroschools/projects/183982 https://procurement.opengov.com/portal/clevelandmetroschools/projects/183982 https://procurement.opengov.com/portal/clevelandmetroschools/projects/183982/document?section=1697178 https://procurement.opengov.com/portal/clevelandmetroschools/projects/183982/document?section=undefined work. For evaluation purposes, each heading should be clearly marked in the proposal response.

B. Proposal responses are to be divided into sections as follows:

1. Transmittal Cover Letter: Prepare a letter transmitting the proposal on business letterhead.

The letter should identify the business name, phone number, and business web address along with the name, phone number and email address of the key contact person. The letter must have the signature of a person with authority to obligate the business. The transmittal letter shall also contain a statement that the proposal is a firm offer for a ninety (90) day period.

2. General Information Section

a. Executive Summary: Information about the service provider’s history, structure, organizational metrics, and qualifications for fulfilling the District’s requirements

b. Business Health: information about the service provider’s financial structure and viability, particularly as it relates to fulfilling a multiple-year agreement.

c. Experience: information about the service provider’s current and previous contracts, particularly those with organizations similar to the District.

d. General Narratives about at least three clients using services similar to those being proposed for the District.

e. Management support services: information about staff, project, issue, performance, quality, and risk management methodology.

f. Security: information about the service provider’s policies, practices, and standards for maintaining the confidentiality and integrity of clients’ data, intellectual property, and trade secrets.

g. Risks: service provider’s evaluation of the greatest challenges and risks associated with the particular services and suggestions for mitigating risk.

h. Dispute resolution: information about the service provider’s standard dispute resolution methodologies.

3. Response to Scope of Work Section: The Response to Scope of Work Section of the proposal shall specifically address the manner in which the proposer will meet scope and requirements described in the Scope of Work & Requirements Section of Specifications. The proposal shall provide enough information so that the evaluators will be able to determine the proposer’s ability to meet the scope of work, requirements, and minimum qualifications. Simply paraphrasing the RFP statement of requirements will not be sufficient data for the evaluation and may be considered as a non-responsive proposal response.

https://procurement.opengov.com/portal/clevelandmetroschools/projects/183982/document?section=1697178

4. Cost proposal

5. Completed District Related Forms set forth in Submittals of this RFP.

https://procurement.opengov.com/portal/clevelandmetroschools/projects/183982/document?section=undefined

3. Proposal Constraints

A. The service provider must comply with all laws, rules and regulations dictated by the Board of

Education of the Cleveland Metropolitan School District, City of Cleveland, the State of Ohio and the United States Federal Government.

B. Purchases funded by federal grant funds must adhere to regulations found in Uniform Guidance

“Super Circular”, 2 CFR 200 (UGG), as a condition of receiving funds and to meet annual audit compliance. In an effort to keep policy for all grants consistent, the District implemented the new federal guidelines regarding procurement utilized with federal grants immediately.

C. The District will only accept proposals that cover all of the major components requested in the

RFP.

D. Service provider shall not include Ohio Sales Tax in the price quoted. The District will provide tax exempt certificate to the successful Proposer.

E. Service provider’s personnel and subcontractors on the District site will be required to meet security requirements. Service provider agrees to successfully complete background checks on all of its employees, agents and subcontracts, if necessary, who provide services on site under this scope of work. Each person on site must wear an identification badge that clearly identifies and makes visible the person’s name and company.

F. The successful Service provider and their subcontractor(s), including organizations having personnel, equipment and vehicles on District property, shall provide evidence of insurance as follows:Commercial General LiabilityIncluding limited contractual liability$1,000,000.00 Limit of

Liability(Per occurrence)Automobile LiabilityIncluding non-owned and hired $1,000,000.00 Limit of Liability(Per occurrence)Worker’s CompensationWorker’s compensation and employer’s insurance to full extent required by applicable law

G. This requirement must be fulfilled by the successful service provider providing the District with a current Certificate of Insurance (standard ACORD form), showing the Board of Education of the

Cleveland Municipal School District as an additional insured (Certificate Holder does not constitute being an additional insured), within five(5) days of Notice of Intent to Award

Agreement. The certificates of insurance shall contain a provision that the policy or policies shall not be cancelled without thirty (30) days’ prior written notice to the District.

H. The required insurance must be provided by a company licensed by the State of Ohio, which company must be financially acceptable to the Administration of the Cleveland Municipal School

District

I. In submitting a proposal, service providers agree, unless specifically authorized in writing by an authorized representative of the District on a case-by-case basis, that it shall have no right to use, and shall not use, the name of Cleveland Metropolitan School District, its officials or employees, in any advertising, publicity, promotion, nor to express or imply any endorsement of service provider’s services.

J. The District has a Diversity Business Enterprise and Affirmative Action Program in effect.

Information about this program is set forth at https://bit.ly/3wvVApK.Forms related to this program are set forth in Submittals. Service providers submitting a proposal must complete the appropriate forms and submit same with their proposal.

https://bit.ly/3wvVApK https://procurement.opengov.com/portal/clevelandmetroschools/projects/183982/document?section=undefined

4. Evaluation Process

Evaluations are based on the submitted proposal. Follow-up discussions with the proposer’s best suited to complete the work may be requested. The District reserves the right to interview or to seek additional information related to criteria already specified in the RFP after opening the proposals and prior to entering into a contract, to reject any or all proposals, and to award a contract to one or multiple service providers as the District deems necessary. The District also reserves the right to check references identified by any proposer from any service provider that submitted a proposal. The evaluation process is designed to identify the service provider that is the “best value,” which is the best combination of attributes based upon the evaluation criteria, not necessarily to the service provider with the lowest cost.

4.1. Responsiveness

Proposals will be evaluated, first, as responsive or non-responsive to the RFP’s instructions. A preliminary review will be conducted of all proposals submitted on time to ensure the proposal adheres to the material submission requirements specified in the RFP. Proposals that do not meet the material submission requirements may be deemed non-responsive and rejected. In the event that all proposers do not meet one or more of the submission requirements, the District reserves the right to continue the qualitative evaluation of the proposals and select proposal(s) which most closely meets the scope of work specified in the RFP. Proposal responses must include, or meet, the following submission requirements:

A. Timely Submission

B. Transmittal Cover Letter

C. General Information Section

D. Response to Scope of Work

E. Cost proposal

F. District Related Forms

4.2. Qualitative Evaluation Criteria

The proposals will next be evaluated based on the information presented in the proposal and on additional information obtained during the evaluation process. Responses will be evaluated based on the weighted criteria set forth in Evaluation Criteria.

https://procurement.opengov.com/portal/clevelandmetroschools/projects/183982/document?section=1697171

5. Evaluation Criteria

The proposals will next be evaluated based on the information presented in the proposal and on additional information obtained during the evaluation process. Responses will be evaluated based on the following weighted criteria:

5.1. Phase 1 - Responsiveness Check

No. Evaluation Criteria Scoring Method Weight (Points)

1. Respondent Submittals and Transmittal Cover

Letter

Completion of #1 in the Submittals section with all the required information.

Pass / Fail 10 (10% of Total)

2. Name & Title of Authorized Signatory

The vendor provided the name and title of the authorized signatory.

Pass / Fail 10 (10% of Total)

3. Compliance Declaration and Non-Collusion

Statement Confirmed Pass / Fail 10

(10% of Total)

4. Completed Conflict of Interest Form Pass / Fail 10 (10% of Total)

5. Completed Proposal Qualification Form Pass / Fail 10 (10% of Total)

6. Certification Regarding Debarment, Suspension, and Other Responsibility Matters

Primary Covered Transactions Confirmed

Pass / Fail 10 (10% of Total)

7. References Provided Pass / Fail 10 (10% of Total)

8. Completed DBE Forms Pass / Fail 10 (10% of Total)

9. Completed EOA Contractual Declaration Pass / Fail 10 (10% of Total)

10. Cost Proposal Submitted Pass / Fail 10 (10% of Total)

5.2. Phase 2 - Proposal Evaluation

No. Evaluation Criteria Scoring Method Weight (Points)

1. Demonstrated Ability to Meet the Scope of

Work Points Based 20

(20% of Total)

2. Demonstrated Technical Capability (proven track record), etc.

Points Based 25

(25% of Total)

3. Qualification and Expertise of Staff Proposed for this Project Points Based 15

(15% of Total)

4. Performance References for Similar Projects Points Based 10 (10% of Total)

5. Cost Points Based 30 (30% of Total)

6. Award of Contract

A. The contents of the RFP, including all appendices and addenda thereto, and the commitments set forth in the proposals shall be considered contractual obligations. Failure to accept these obligations may result in cancellation of the award.

B. The contract award will not be final until the District and the selected Service Provider execute a mutually satisfactory contractual agreement.

C. The contract documents consist of the following:

1. District Contract

2. Response to Scope of Work

3. Cost Proposal

4. All Required District Related Forms in Submittals

5. All applicable addenda

D. The service provider shall perform all work described in the Contract Documents, including without limitation, all terms and conditions of the scope of work and specifications contained herein or otherwise stated in the Contract Documents reasonably inferable there from by the service provider as necessary to produce the results intended therein.

https://procurement.opengov.com/portal/clevelandmetroschools/projects/183982/document?section=undefined

7. Contract Term

The contract period for this RFP will be September 1, 2025 through August 31, 2028 with two (2) renewal options. The first renewal option is from September 1, 2028 through August 31, 2029. The second renewal option is September 1, 2029 through August 31, 2030. These renewal options will be under the same terms and conditions as the initial contract and the vendor submitted cost(s).

8. Specifications

8.1. Supplemental Academic Resources - Non-Public Instructional Support Services

The Cleveland Metropolitan School District is accepting proposals for Third Party Providers to provide

Title I services for non-public schools servicing eligible Cleveland children. The purpose of the services is to provide additional services to struggling students and help close the achievement gap. These services go beyond what a student would normally receive. Services must be secular in nature, even if provided at a faith-based site, neutral, and non-ideological. This is a multi-award bid for contracted Title I instructional support services to Cleveland students in non-public K-12 schools. This RFP will not be a guarantee of purchase for any services, but to establish a list of Approved Vendors for these services.

The purpose of this Request for Proposals (“RFP”) is to gather competitive proposals for delivery of funded support services for a three (3) year period until August 31, 2028 with two (2) - one (1) year renewal options of September 1, 2028 to August 31, 2029, and September 1, 2029 to August 31, 2030.

The District is looking for skilled professional support programs, and services that directly align with instructional support services, goals, and the metrics by which the District, schools, and students are held accountable through compliance with Federal regulations. Support programs including professional development services for non-public school staff. Field experiences for students in non-public schools, visits to state/national parks, museums, and science centers. On-site services for students in nonpublic schools, activities such as dance, yoga, engine repair/assembly, greenhouse/hydroponic garden creation, acting, photography, and outdoor activities to support achievement.

Instructional Support and Educational Services - Seeking qualified vendors must provide the following services:

Scope of Work:

• Targeted instructional support in reading and mathematics.

• Provide high-quality reading, math, and other research-based materials during instructional support

• Maintain records of how much instructional support a student receives

• Monitor and report on student progress.

• Develop individualized learning plans for students.

• Collaborate with school staff to align support with curriculum standards.

• Educational Services Qualified vendors must provide the following services:

• Must be experienced in providing specified services.

• Certified teachers with expertise in reading and mathematics.

• Proven track record of improving student outcomes

Proposal Requirements:

• Detailed description of instructional strategies.

• Qualifications of staff.

• Budget and cost breakdown.

• Timeline for implementation.

Field experiences for students Qualified vendors will have a proven record in providing meaningful field experiences for students in non-public schools, including visits to state/national parks, museums, and science centers and provide the following:

Scope of Work:

• Organize and coordinate field trips to educational sites.

• Provide educational materials and activities related to field trips.

• Ensure students’ safety and supervision during trips.

• Align field experiences with curriculum standards.

• Experience in organizing educational field trips.

• Knowledge of educational sites and resources.

• Ability to manage logistics and ensure student safety.

• Detailed itinerary of proposed field trips.

• Qualifications of staff.

• Plan for aligning field experiences with curriculum.

On-Site Student Services for students including activities such as dance, yoga, engine repair/assembly, greenhouse/hydroponic garden creation, acting, photography, and outdoor activities.

Scope of Work:

• Develop and implement a variety of on-site programs and activities.

• Provide qualified instructors for each activity.

• Ensure student engagement and participation.

• Align activities with educational goals and standards.

Qualifications:

• Experience in providing diverse educational programs.

• Qualified instructors with expertise in specific activities.

• Ability to engage and motivate students.

• Description of proposed programs and activities.

• Qualifications of instructors.

• Plan for measuring student engagement and outcomes.

Skilled professional supports are offerings of a variety of specialized training or advanced professional learning opportunities that are intended to help administrators, teachers, other educators, students, and their family members improve their professional knowledge, competence, skill, and effectiveness.

Professional supports encompass an extremely broad range of topics and formats. Examples may be professional development, conferences, trainings, mentorships, or workshops delivered in person or online, during the school day or outside of normal school hours, and through one-on-one interactions or in group settings. Other possible professional supports are: Strategic planning, leadership development, reshaping school culture, school governance, assessment strategies, data analysis, classroom management, reading and math intervention. Programs refer to any formalized projects, programs, presentations, instructional materials, and/or activities. Programs will have a specific goal; defined content; identifies a primary discipline; utilizes a specific delivery method; and targets a primary audience. Examples of programs are: youth and adult leadership, mentorship, computer based, curriculum components, parent involvement, and social emotional learning. Services are a valuable action, deed, or effort performed to satisfy a need or to fulfill a demand. It could be tangle goods like, non-consumable and consumable products and materials; as well as intangible goods such as the act of helping others or doing work for someone. Examples of tangle services include but are not limited to:

Curriculum and instructional books, technological applications, and other educational manipulatives.

Intangible services could be: community service, volunteerism, or communication. An outline is required if your organization provides comprehensive activities that offer skilled professional supports, programs and services.

PROPOSAL REQUIREMENTS

Vendors are required to provide the information below as well as complete the Compliance Section Part

I (Purchasing Documents). The narrative part of the proposals must present the following information and be organized with the following headings. Each heading should be separated by tabs or otherwise clearly marked.

Organizational Background and Capacity

Provide a brief organizational history, your mission, types of programs offered, and constituencies served. Express why and how your organization is qualified to do the work you are proposing to do. A few points to consider: State the size and scope of your organization and provide a very brief description of your mission. You may want to include a sentence about your structure and whether the organization is all volunteer run or has any paid staff. As well as provide a list of Board Members and their affiliations.

Include a BRIEF statement about your current programs. Include a brief statement about the other schools and/or school districts with which you are currently working, while connecting your current activities to what you wish to accomplish with the requested partnership. Include your organization’s competencies (or strengths) and differentiators. Explain what is unique about your organization. Explain why your organization is positioned to address this special challenge at this moment in history.

Program/Project/Service Description Measurable Outcomes

Provide the specific, measurable goals/outcomes for which your program/services would be accountable. Include any interim measures (short-term, mid-term, and long-term) that would be used to evaluate progress during the project.

Independent Research

Provide a bibliography and description of scholarly research studies that have been conducted indicating the effectiveness of the product/services described in the proposal. Priority consideration will be given to proposals which are supported by verifiable independent research studies that have been juried and published in peer reviewed scholarly publications. Include links to independent evaluative bodies, such as the What Works Clearinghouse. Additionally, disclose any studies/publications that did not show positive outcomes

Documented Achievement Results

Include documented achievement results your organization has had with other schools and/or districts associated with this proposal. Support achievement results claims with verifiable source information. Be as specific as possible in terms of improvements in performance data and academic growth of the students in those schools. Priority consideration will be given to proposals that are able to demonstrate verifiable achievement results as documented by credible sources.

Technology Required

All technology solutions must comply with district, state and federal policies and regulations. CMSD

Schools and the Department of Information Technology collaborate to ensure that school buildings are equipped with the appropriate technology and infrastructure to ensure excellent teaching and learning in classrooms. Required hardware and software must be evaluated and approved by the Department of

Information Technology. Acceptance of this RFP proposal, does not guarantee hardware and software approval. The District reserves the right to retract acceptance, if the hardware and/or software solutions do not meet district standards

Clearly indicate who is responsible for the system administration.

• Clearly identify the expectation of system integration with student information systems, including possible data exchange/sharing.

• Describe both the minimum required and minimum recommended hardware configurations (i.e. plug-ins, headphones).

• Describe both the minimum required and minimum recommended software configurations (i.e.

operating system, memory, sound, video, etc.).

• Include access expectations to mobile applications (Windows, Android, iOS) including licensing outside of the traditional software licensing agreement

• Describe any technology requirements not described above

NOTE: If no technology is required as part of this proposal answer “NO” to the first question of this section and leave all other portions of this section blank.

Project Management

The District expects project management to be provided by your organization for professional supports, programs, service described in this proposal. Include accessibility (i.e. days and hours), contact methods

(i.e. by telephone, email, cell phone), types of services (i.e. technical support, field support, trainer, coaching), and all other forms of customer service as part of this proposal.

School District References

Provide at least three school district references (including district name, address, telephone, and contact person) with whom you have contracted within the last three years that can thoroughly discuss their experiences with your organization in the areas indicated in this proposal. Additionally, state whether or not you met your partnership goals. Ensure that school and district reference contacts are aware they have been referenced; references will be thoroughly checked.

Resumes

Provide resumes or short biographies for the individual(s) providing services to the school on behalf of your organization. Include information on past work in similar schools or with similar projects.

Program Evaluation

The evaluation process will be conducted throughout the course of the school year. Respond to the following question: • How will you know your goals have been accomplished (please include measurable outputs that will demonstrate the success of your program)? o Short-term (less than six months after implementation): o Mid-term (less than one year after implementation): o Long-term (less than three years after implementation).

9. Submittals

The District reserves the right to reject any and all proposals, to waive any and all informalities or irregularities, and to disregard all non-conforming responsive conditional proposals. Each Proposer is liable for all proposal errors or omissions. A proposer shall not be permitted to alter or amend any proposal documents after the Proposal deadline time and date detailed in the RFP unless such is formally requested, in writing, by the District.

9.1. Respondent Submittals (without Cost)*

A. Transmittal Cover Letter: Prepare a letter transmitting the proposal on business letterhead. The letter should identify the business name, phone number, and business web address along with the name, phone number and email address of the key contact person. The letter must have the signature of a person with authority to obligate the business. The transmittal letter shall also contain a statement that the proposal is a firm offer for a ninety (90) day period.

B. General Information Section

1. Executive Summary: Information about the service provider’s history, structure, organizational metrics, and qualifications for fulfilling the District’s requirements

2. Business Health: information about the service provider’s financial structure and viability, particularly as it relates to fulfilling a multiple-year agreement.

3. Experience: information about the service provider’s current and previous contracts, particularly those with organizations similar to the District.

4. General Narratives about at least three clients using services similar to those being proposed for the District.

5. Management support services: information about staff, project, issue, performance, quality, and risk management methodology.

6. Security: information about the service provider’s policies, practices, and standards for maintaining the confidentiality and integrity of clients’ data, intellectual property, and trade secrets.

7. Risks: service provider’s evaluation of the greatest challenges and risks associated with the particular services and suggestions for mitigating risk.

8. Dispute resolution: information about the service provider’s standard dispute resolution methodologies.

C. Response to Scope of Work Section: The Response to Scope of Work Section of the proposal shall specifically address the manner in which the proposer will meet scope and requirements described in the Scope of Work & Requirements Section of Specifications. The proposal shall provide enough information so that the evaluators will be able to determine the proposer’s ability to meet the scope of work, requirements, and minimum qualifications. Simply paraphrasing the RFP statement of requirements will not be sufficient data for the evaluation and may be considered as a non-responsive proposal response.

*Response required

9.2. Cost Proposal*

*Response required

9.3. Name & Title of the Authorized Signatory*

*Response required

9.4. Compliance Declaration*

It is the policy of the authorized signatory's firm that equal employment opportunity be afforded to all qualified persons without regard to race, religion, color, sex, national origin, age, or handicap.

In support of this policy, the authorized signatory's firm will not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, or handicap.

The authorized signatory's firm will take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to race, color, sex, national origin, age, or handicap. Such action will include, but not be limited to:

Recruitment, advertising, or solicitation for employment, hiring, placement, upgrading, transfer or demotion, selection for training including apprenticeship rates of pay or other forms of compensation, layoffs or termination.

The authorized signatory's company states that they are of current applicable requirement pertaining to

Fair Labor Standards and Non-Discriminatory Practices of Federal, State, and Local Governments.

The authorized signatory further acknowledges that if the contract is awarded to the undersigned, the undersigned will comply with all Fair Labor Standard Practice.

☐ Please confirm

*Response required

9.5. Non-Collusion Statement*

By confirming, the authorized signatory affirms that they are making the foregoing proposal, that such proposal is genuine and not collusive or sham; that said proposer has not colluded, conspired, connived, or agreed, directly or indirectly, with any proposer or person, to put in a sham proposal, or that such other person shall refrain from proposing, and has not in any manner, directly or indirectly sought by agreement or collusion, or communication or conference, with any person, to fix the proposal price of affiant or any other proposer, to fix any overhead, profit or cost element of said proposal price, or of that of any proposer, or to secure any advantage against the Board of Education of the Cleveland

Metropolitan School District, or any person or persons interested in the proposal; and that all statements contained in said proposal are true; and further that such proposer has not, directly or indirectly, submitted this proposal, or the contents thereof, or divulged information or data relative thereto to any Association or to any member or agent thereof.

☐ Please confirm

*Response required

9.6. Conflict of Interest Form

Cleveland Metropolitan School District (CMSD) adheres to Ohio Ethics Law and strictly follows the opinion of the Ohio Ethics Commission. As such, each vendor is requested to submit this statement declaring any potential conflicts of interest in doing business with the District. Please answer the following two questions providing all requested information.

9.6.1. Are any current Cleveland Metropolitan School District (CMSD) employees, Cleveland Board of Education members, or any of their immediate family members, also members of the vendor’s board of directors, hold any officer position with the vendor, or own any shares of any stock issued by the vendor?*

☐ Yes

☐ No

*Response required

9.6.2. If Yes, and if the CMSD employee, CMSD board member, or immediately family member is a member of the vendor’s board of directors or holds an office with the vendor, please state the person’s name and position with the vendor.

9.6.3. If Yes, and if the CMSD employee, CMSD board member, or immediate family member owns share of any stock in the vendor organization or company, state the percentage of all outstanding company shares owned by the CMSD employee or board member.

9.6.4. Are any current CMSD employees, CMSD board members, or any immediate family members also employees of the vendor? *

☐ Yes

☐ No

*Response required

9.6.5. If Yes, please state the person’s name and provide a description of their job duties for the provider:

9.6.6. If Yes, please describe the contact that the vendor will have with the CMSD employee or CMSD board member in the course of providing services to the District:

9.6.7. CERTIFICATION*

By confirming, the authorized signatory certifies that the foregoing statements are true and accurate and that my signature below attests to the authenticity of my identity as the person actually signing this form. This document is not a contract. In order for a binding Agreement to exist, a signed Agreement will be required prior to any legally binding commitment by the District.

9.7. Proposer Qualifications Form

9.7.1. Taxpayer Identification Number*

*Response required

9.7.2. How many years has your organization been in business?* *Response required

9.7.3. How many years has your organization been in business under its current name?*

*Response required

9.7.4. List any other aliases your organization has utilized in the last two years and the form of Business*

Respond N/A if not applicable.

*Response required

9.7.5. State the principal place of doing business.*

*Response required

9.7.6. If you are currently a corporation, state the date of incorporation.* *Response required

9.7.7. If you are currently a corporation, list the following:*

• President’s name

• Secretary’s name

• Treasurer’s name

• Statutory agent’s name

• Name of shareholders, if less than 10

*Response required

9.7.8. If you are currently in a partnership, state the name and address of all general and limited partners.*

*Response required

9.7.9. If you are currently in a partnership, list the original name and date of organization’s inception.*

*Response required

9.7.10. If you are neither a corporation nor a partnership, please describe your organization and list principals.*

9.7.11. Are you legally qualified to do business in the State of Ohio?* ☐ Yes

☐ No

*Response required

9.7.12. Are you legally qualified to do business in Cuyahoga County and licensed by the City of Cleveland?*

☐ Yes

☐ No

*Response required

9.7.13. Has your organization ever been (i) declared by a customer to be in default under a contractor and/or (ii) sued by a customer for failure to completely a contract or properly perform services in a timely manner? If yes, please state where, when, and why.*

*Response required

9.7.14. Has your organization ever been cited by a local, county, state, or federal authority for violation of a regulation or statute or failing to timely complete a contract in accordance with specifications? If yes, please state date, agency, and final disposition. *

*Response required

9.7.15. Has your organization ever filed for bankruptcy? If yes, please state where, when and why?*

*Response required

9.7.16. Has your organization ever been sued by a supplier for failure to timely pay for materials or equipment provided? If yes, please provide details. *

*Response required

9.7.17. What is the dollar limit of your firm’s General (CLS) Liability Insurance?* Please list the following information as well:

• Name of insuring company

• Policy Number

*Response required

9.7.18. What is the dollar limit of your firm’s Automotive Liability Insurance?* Please list the following information as well:

• Owned vehicles

• Non-Owned vehicles

• Name of insuring company

• Policy number

*Response required

9.7.19. List the name and address of every person having an interest in this solicitation.*

*Response required

9.7.20. Has any federal, state or local government entity ever cited or taken any action against your organization or any of its principals for failure to pay or remit any taxes including but not limited to income, withholding, sales, franchise, or personal property taxes? If yes, please give name of agency, date and amount of taxes overdue and resolution of the issue. *

*Response required

9.7.21. Is your organization and its’ principals current in payment of personal property taxes?*

☐ Yes

☐ No

*Response required

9.7.22. By confirming, the prospective lower tier participant certifies, by submission of this solicitation, that neither it nor its principals is presently debarred, suspended, proposed, for debarment or suspension, declared ineligible, or voluntarily excluded from participation in this transaction by any State and/or Federal Department or Agency.

☐ Please confirm

9.7.23. If the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participants shall upload an explanation to this solicition.

9.8. Instructions for Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions

This certification is required by the regulations implementing Executive Order 12549, Debarment and

Suspension, 13 CFR

Part 145. The regulations were published as Part VII of the May 26, 1988 Federal Register (pages 19160-

19211). Copies of the regulations are available from local offices of the U.S. Small Business Administration.

INSTRUCTIONS FOR CERTIFICATION

1. By affirming and submitting this proposal, the prospective primary participant is providing the certification set out below.

2. The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency's determination whether to enter into this transaction.

However, failure of the prospective primary participant to furnish a certification or an explanation shall disqualify such person from participation in this transaction.

3. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If is is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default.

4. The prospective primary participant shall provide immediate written notice to the department or agency to which this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances.

5. The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered transaction," "participant," "person," "primary covered transaction," "principal," "proposal," and

"voluntarily excluded," as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549. You may contact the department or agency to which this proposal is submitted for assistance in obtaining a copy of those regulations (13 CFR Part

145).

6. The prospective primary participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction.

7. The prospective primary participant further agrees by submitting this proposal that it will include the clause titled "Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion--

Lower Tier Covered Transactions," provided by the department or agency entering into this covered transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions.

8. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the ineligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List.

9. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings.

10. Except for transactions authorized under paragraph 6 of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default.

9.8.1. Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions*

By confirming, the proposer agrees to the following:

(1) The prospective primary participant certifies to the best of its knowledge and belief that it and its principals:

A. Are not presently debarred, suspended, proposed for disbarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency;

B. Have not within a three-year period preceding this application been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property;

C. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity

(Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and

D. Have not within a three-year period preceding this application had one or more public transactions (Federal, State, or local) terminated for cause or default.

(2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective primary participant shall attach an explanation to this proposal.

☐ Please confirm

*Response required

9.9. References

Include below three references of equal or larger size to this current RFP project. Public sector experience is preferred, but not required. Please attach relevant supporting documentation, such as project plans, scope of work.

9.9.1. Reference 1: Company/School Name, Address, Type of Business, Contact Person Name and Phone Number, Date of Service & Description of Services Provided*

9.9.2. Reference 2: Company/School Name, Address, Type of Business, Contact Person Name and Phone Number, Date of Service & Description of Services Provided*

*Response required

9.9.3. Reference 3: Company/School Name, Address, Type of Business, Contact Person Name and Phone Number, Date of Service & Description of Services Provided*

*Response required

9.9.4. Please attach relevant supporting documentation, such as project plans, scope of work.

9.10. DBE Form

Please fill in the following section for any DBE participation (including joint ventures).

Definition of DBE: A Diversity Business Enterprise (DBE)

"Small Diversity business concern" means a small business concern that is a least (51) percent unconditionally owned by one or more individuals who are both socially and economically diverse, or a publicly owned business that has at least (51) percent of its stock unconditionally owned by one or more socially and economically diverse individuals and that has its management and daily business controlled by one or more such individuals. This term also means a small business concern that is at least (51) percent unconditionally owned by an economically diverse Indian tribe or Native Hawaiian Organization, or a publicly owned business that has least (51) percent of its stock unconditionally owned by one of these entities, that has its management and daily business controlled by members of an economically diverse Indian tribe or Native Hawaiian Organization.

9.11. DBE Form A

The questions under this section must be completed by all vendors.

9.11.1. Type of Business (Product or Service)

9.11.2. Diversity Business Enterprise Subcontractor(s)*

Enter N/A if no DBE/MBE/FBE Subcontractor(s) and complete form D for DBE Unavailability.

*Response required

9.11.3. Dollar Amount Subcontract Award*

List the total Dollar Amount of the Subcontract Award.

Enter N/A if no DBE/MBE/FBE Subcontractor(s).

9.11.4. Percent of Subcontract Award*

List the total Percent of the Subcontract Award.

Enter N/A if no DBE/MBE/FBE…