Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items

Lamar Consolidated Independent School District (LCISD) Solicitation Cover Sheet Request for Proposal (RFP): Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items PLEASE NOTE Carefully read entire document. Please submit your hard copy response in a Complete all forms and submit sealed envelope with solicitation #, description, your response with all appropriate and marked “SEALED RESPONSE”. attachments. RETURN SOLICITATION RESPONSE TO: Lamar CISD Purchasing & Materials Management 4907 Avenue I Rosenberg, TX 77471 For additional information contact Sharon Everett 832-223-0169 or by email at Sharon.Everett@LCISD.org Company Name Company Address City State Zip Taxpayer I.D. # Telephone E-mail Print Name Signature Your signature attests to your offer to provide the goods in this solicitation according to the published provisions of this solicitation. Contract is not valid until LCISD Board has

approved the award. RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE Solicitation # 49-2023SE Due Date: June 27, 2023 DUE NO LATER THAN 2:00 PM (CDT) LATE BIDS WILL NOT BE ACCEPTED 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 1 RFP # 49-2023SE Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items Purpose of Solicitation LCISD is a K-12 public school district in Fort Bend County serving a student enrollment of 42,348. The district currently consists of 47 campuses and 9 District Sites. Lamar Consolidated Independent School District is currently requesting proposals for commercial refrigeration equipment preventative maintenance, repairs, and related items. This proposals will be evaluated and selected on what best meets the needs of the District. The District desires that the vendor meets or exceed the specifications provided in this proposal. Length of Solicitation This solicitation is for a “sole award” to the vendor who meets or exceeds the requirements listed herein. The contract period shall be for one (1) year with the option to renew for four (4) additional years dependent upon Board approvals. Terms and Conditions This solicitation shall be governed by the following documents which are incorporated herein. A copy may be obtained at http://www.lcisd.org/departments/business-office/purchasing/terms- and-conditions or by contacting the Lamar CISD Purchasing Dept. staff listed on the cover sheet. Any exception to the terms and conditions must be included in the Proposer’s response. Texas Education Code 44.031 Purchasing and Acquisition, LCISD Policy CH (Legal) Purchasing and Acquisition, LCISD Policy CH (Local) LCISD reserves the right to award this contract as best meets the district needs. 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 2 http://www.lcisd.org/departments/business-office/purchasing/terms-and-conditions http://www.lcisd.org/departments/business-office/purchasing/terms-and-conditions Response Requirements LCISD will accept sealed proposals either by mail or hand delivery until Tuesday, June 27, 2023 at 2:00 PM CDT. Proposals received after the opening date and time will not be accepted and will be returned unopened. Submission Package must include: One (1) Original One (1) Marked “Copy” One (1) USB/Thumb Drive A response is required to all questions listed on the Price Delivery Information Sheet. Leaving a line blank on the bid summary page will be considered a “no bid” and may result in disqualification of your submission. TIMETABLE Item Activity Date 1 RFP starts to advertise (1st run) 05.30.23 2 RFP advertises (2nd run) 06.06.23 3 Deadline to submit questions 06.08.23 4 Replies to questions will be posted on webpage http://www.lcisd.org/departments/business-office/purchasing/current-bid-opportunities 06.12.23 5 Deadline for submitting proposals 06.27.23 6 Award Date Est 09.01.23 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 3 http://www.lcisd.org/departments/business-office/purchasing/current-bid-opportunities EVALUATION CRITERIA FOR PROPOSAL This proposal shall be evaluated using the evaluation criteria listed below. Vendor Minimum Acceptable Score: 70-point total minimum Vendors under the 70-point mark shall not be considered for further evaluation. Evaluation Criteria Point System 1 Purchase price – Proposal should offer a fair and reasonable price for items to be procured by Lamar CISD. Pricing will be calculated using the complete equipment list within this document. 30 2 Reputation of the vendor and of the vendor’s goods– Proposer should have a solid reputation with entities that shows a high level of customer service and a high level of quality of goods. References shall be contact via e-mail. 25 3 Quality of the vendor’s goods– Service to our LCISD account in accordance with the outlined specifications. • Perform specific repairs using OME parts 10 4 Extent to which the goods meet the district’s needs – • Onsite repairs within 24 hours of service call • Offer repair on majority of our listed manufacturers • Offer an expedited delivery time 10 5 Vendor’s past relationship with the district 15 – Good business with LCISD, staff recommends use again 10 – Good business with no documented issue OR never performed business with LCISD but has experience with other school districts or government entities. 5 – Past performance was documented as being poor. 15 6 Long-term cost to the district to acquire the vendor’s goods • Accepts Purchase Orders • Warranty, term or limited offerings 5 7 Ability to service our accounts with proper staff – • Provide a dedicated sale representative to our LCISD account for this transaction. 5 8 TOTAL 100 POINTS 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 4 SCOPE OF WORK AND SPECIFICATIONS Preventative Maintenance Specification Bidders shall offer firm Preventative Maintenance pricing based on the tasks and equipment listed on the following pages. Bidders for refrigeration preventative maintenance and service shall be licensed by the Texas Department of Licensing and Regulations with an Air Conditioner and Refrigeration Contractors Licensed with a Commercial Refrigeration endorsement. All pricing shall meet the following criteria: • Establish equipment maintenance program with scheduled inspections and calibration to meet OEM specifactions. • The Program shall be customized to meet the Child Nutrition Departments specific equipment in Lamar CISD. • To provide early warning signs of repair needs to avoid major break downs and costs. • Preventative maintenance tasks shall be performed two (2) times a year, during the school district scheduled Summer and Winter breaks. • A report shall be completed for each school after the preventative maintenance service call is completed. The report shall contain the following: • Checklist (provided by Lamar CISD Child Nutrition) of preventative tasks completed. • Recommendations of any repairs which need to be made. • Quotes for any recommended repairs. • Service Date and Technician’s name legible written. Below is a general description of tasks that shall be completed. Cold Equipment Tasks: • Temperature Calibration – Refrigerators should maintain an internal temp of 34 – 40 degrees F and Freezers should maintain zero to minus 10 degrees F • Operational – Check hinges, latches, seals, door and window heaters, evaporator unit, fan blades, covers, wiring fan rotation and bearing. • Ventilation – Check allowed efficient air flow and maximum thermal transfer. Cleaning air vents and openings shall be standard practice during preventative maintenance. • Insulation – Shall be inspected and checked for any leaks. • Drainage – Drains shall be inspected and checked for clogs or any other restrictions to maximize the operation of the cooling of the unit • Electrical – Voltage shall be verified and checked for any type of fire hazards or shorts. 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 5 LOCATION ADDITIONS During the period of the contract derived from this proposal, if additional building or facilities are built or acquired, the District may request additional services for these building/facilities. The contract price may be increased in proportion to the original contract after mutual agreement between the Vendor and Purchasing Department. The same procedure shall be followed for decreasing the contract price if these services need to be discontinued for certain buildings/facilities. New construction and reconstruction are ongoing in the District. Vendors should consider providing services at our sites from the time of occupancy. 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 6 PREVENTIVE MAINTENANCE EQUIPMENT LIST BY CAMPUS Lamar High Model Walk in cooler - heatcraft (cooling unit) LET120BJ Walk in freezer- RDI systems Arctic Not Available Walk in cooler- kitchen equiptment fab. 29739/KTCH Reach in cooler – Traulsen - AHT232WPUT-FHS Reach in cooler- Traulsen - RHT232WPTFHS Terry High Model Reach in cooler Traulsen 2 door 1-Serial AHT332WPUT-HHS T74379H14 Reach in cooler Traulsen 2 door 2-Serial AHT232WUT-HHS T74501H14 Reach in cooler Everest 1 door Serial 118110004 ESRI Reach in freezer True 1-Serial 1-2283889 TS-23F Display cooler Delfield 1-Serial 190150001851 F5PC60DV Display cooler Delfield 2-Serial 1906150001850 F5PC60DV Display cooler Delfield 3-Serial 1906150001849 F5PC60DV Walk in cooler American Panel Serial 38308 D-2 S-1 FW3672.11 TWNL Walk in freezer American Panel Serial 3808 D-1 S-1 FW3677.11 TWNL Foster High Model Walk in coolerTK-3678-F-L Not Available Walk in freezer35070-cstm Not Available Stand up refrigerator20379 Not Available Ice Cream Box-V8-4Hc-2017-05-09 Not Available Reach in Cooler-203286-2031261 Not Available Reach in Freezer-2109590-203261 Not Available Ice Machine-203251 Not Available George Ranch High Model Walk in Cooler-Thermo-Kool Not Available Walk in Freezer-Thermo-Kool Not Available Milk box-Aluntech-united inc. Not Available Display center-Aluntech-united inc. Not Available Stand Up Refrigerator-Traulsen Not Available Ice Cream Box-Silver King Not Available Reach In Cooler-Aluntech-United Inc Not Available Ice Machine-Scotsman-Prodigl Not Available Fulshear High Model Walk in cooler-Thermo Kool Serial-591TMEC TK-3678WF-R 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 7 Walk in freezer-Thermo Kool Serial-59100TMEC TK-3678_WF-R Ice Cream Box—dropped line-Prince Castle-Silver Kingserial- FKDPO88476A Reach in Cooler-(front lines) serial -T82986L14 AHT132WUT-HHS Reach in Freezer-Prince Castle-silver king-serial FKDPO88476A- SKCTMD1/C1 Line Cooler-hill Phoenix(956H) serial-C000073672CF3SC - C000073672CF3SC Not available Ice Machine-Monitowoc-AHRI standard-820- Serial 1120085337 B970 Randle High Model Walk in cooler-Thermo Kool Serial-591TMEC Not Available Walk in freezer-Thermo Kool Serial-59100TMEC Not Available Ice Cream Box—dropped line-Prince Castle-Silver Kingserial- Not Available Reach in Cooler-(front lines) serial -T82986L14 Not Available Reach in Freezer-Prince Castle-silver king-serial FKDPO88476A- Not Available Line Cooler-hill Phoenix(956H) serial-C000073672CF3SC - C000073672CF3SC Not Available Ice Machine-Monitowoc-AHRI standard-820- Serial 1120085337 Not Available Lamar Jr High Model Line 1 Milk Box- - Serial # T98161F15, RMC34D6 Milk box # 2- S/Nunber T96483E15, RMC34D6 Line 1 Reach in Cooler - FHS S/NT03918H15 AHT232WPUT Line 3 Reach in Cooler - FHS S/N T04040H15, AHF232WPUT Cooler Reach -FHS S/N T04846H15, AHT132WUT Traulsen Reach- in Freezer Seaial # T663970E97- RLT132WREFHS Thermo- Kool Walk -in Cooler Serial # 29740/KTCH Not Available Holding Cooler Line 4 - Serial # 09153463, SCRFC6060R Ice Creme Box Model - VB- AHC, Not Available Ice Machine Koolaire - serial # 1120398455 K420 George Jr High Not Available Walk in cooler 52077 TMEC Thermo cool Not Available Walk in freezer tk3676wfrl Thermo cool Not Available Reach In coolers (3 ea) Traulsen T74504H14, T74394H14, T74377H14 3 display coolers brand Delfield Not Available Reach in freezer brand true 2648622 Ice machine 001220649 Not Available Milk Boxes (2 ea) brand Traulsen T72881H14 , T72879H14 Ice Cream Box Not Available 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 8 Briscoe Jr High Model Walk in cooler - hermo-Kool 55072 CSTM Not Available Walk in freezer - Thermo-Kool 35073 Cstm Not Available Milk box - (4 ea) Pandell mfg. 9943SCA Not Available Stand up refrigerator - Traulsen -G10010 Not Available Display Cooler - Regal Pinnacle Intergations-2109590 Not Available Ice Cream Box - Hersheys VB-4HC Not Available Reach in Cooler - (all 4 Hobert ) 1095566,10955613, 1095704, 095708 Line Cooler...same as the reach in cooler Not Available Ice Machine - Manitowoc 5570 - 001020830 Not Available Reading Jr High Model Walk in cooler- Thermos kool TK-3678-F-1 Walk in freezer-Thermos Kool TK-3678-f-1 Display cooler- Barker- 4 (ea) C033336CF3, C033338CF3, C033335CF3, C033337CF3 Ice cream box have 2- Southern Ice Cream VB.4HC Reach in cooler- 4 (ea)- Traulsen AHT132WUT-HS , AHT132LOPUT-HHS, AHT132LOPUT=HHS, AHT132WUT-HHS ICE MACHINE- Scotsman-B3225 Not Available Line cooler Not Available Leaman Jr High Model Walk in cooler: Thermo-Kool Not Available Walk in freezer: Thermo-Kool Not Available Milk Box Hillphoenix Not Available Ice Cream Box Not Available Reach in Cooler: Traulsen Not Available Line Cooler Hillphoenix Not Available Ice Machine Manitowoc Not Available Wright Jr High Model Walk in cooler: Thermo-Kool Not Available Walk in freezer: Thermo-Kool Not Available Milk Box Hillphoenix Not Available Ice Cream Box Not Available Reach in Cooler: Traulsen Not Available Line Cooler Hillphoenix Not Available Ice Machine Manitowoc Not Available 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 9 Beasley ES Model Walk in cooler - American panel Not Available Walk in freezer - American panel Not Available Milk box - Mod U serve Not Available Stand up refrigerator - Traulsen Not Available Ice Cream Box - Chest Freezer Not Available Bowie ES Model Walk in cooler- Hobart Not Available Walk in freezer-Hobart Not Available Milk box -Beverage air Not Available Stand up refrigerator -Everest Not Available Reach in cooler-Traulsen Not Available Navarro MS Model Walk in cooler -Bally Engineered Not Available Walk in freezer - Myra custom coolers 33.5 x 77.5 Not Available Milk box - Traylsen RMC 49D6 Not Available Ice cream box - VB-4HC Not Available Reach in cooler - Everest Not Available Line cooler - 200023 Not Available Long ES Model Walk in cooler - American Panel Not Available Walk in freezer– American Panel Not Available Milk Bok – Mod U Serve Not Available Ice Cream Box – INTERTEK Not Available Reach In Cooler -TRAULSEN Not Available Reach In – TRAULSEN Not Available Ice Machine – HOSHIZAKI ICE MAKER Not Available Wessendorff MS Model Walk in cooler Thermo Kool—TK-3476-WL Not Available Walk in freezer Thermo Kool—TK-3476-WF-L Not Available Milk box Traulsen RMC34D6 Not Available Ice Cream Box Hershey's V8-4HC Not Available Reach in Cooler Traulsen-RHT132WPTHHS Not Available Reach in Freezer Traulsen-RLT132WREFHS Not Available Line cooler - Set and Serve - WCM-3 Not Available Ice Machine - Manitowac - B320 Smith ES Model Walk in cooler- Thermo Kool—TK-3476-WFR-L Not Available Walk in freezer -Thermo Kool—TK-3476-WFR-L Not Available Milk box - Beverage Air—STF49Y-1-S Not Available 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 10 Ice Cream Box - Southern Ice Cream Loaned to me—VB-4HC Not Available Reach in Cooler - Traulsen-AHT132WPUT-FHS Not Available Ice Machine - Scotsman—B322S Not Available Travis ES Model Walk in Cooler - Thermo kool Not Available Walk in freezer - Thermo kool Not Available Milk box - Traulsen Not Available Stand up refrigerator - Traulsen Not Available Reach in cooler - Traulsen Not Available Line cooler - Serv - lift Not Available Taylor Ray ES Model Walk in cooler - Thermo Kool Not Available Walk in freezer - Thermo Kool Not Available Milk Box - Beverage Air Not Available Ice Cream Box Hersheys Not Available Reach in Cooler Everest Not Available Ice Machine- Scotsman Not Available Huggins ES Model Walk in cooler- Thermo-KooL Not Available Walk in freezer- Thermo-KooL Not Available Milk box- Beverage-Air Not Available Ice Cream Box- Southern Ice Cream Box Not Available Reach in Cooler- Traulsen RHT132WUT-FHS Line Cooler- Attached to serving line but has no label Not Available Williams ES Model Stand-up cooler- Traulser Not Available Stand -up freezer –True Not Available Walk in cooler- Thermo -Kool Not Available Walk in Freezer- Thermo -kool Not Available Milk box -Traulser Not Available Ice cream box -Hersheys Not Available Reach in Freezer -True Not Available Meyer ES Model Reach in freezer , True Company Serial # 1-3722086 Not Available Reach in Cooler, Traulsen Serial # T84096F17 Not Available Ice Cream - Hershey's - #VB-4HC Not Available Walk in Freezer - KPS Global - Serial # DX85087701 Not Available Walk in Cooler KPS Global - Serial # DX85087701 Not Available 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 11 Austin ES Model Walk in cooler - Thermo- kool Not Available Walk in freezer - Thermo- kool Not Available Milk box - Beverage Air Not Available Stand up refrigerator - Traulsen Not Available Ice Cream Box - Southern ice cream Not Available Reach in Cooler - Traulsen Not Available Dickinson ES Model Walk-in cooler K Thermo-Kool Kustom kitchen Equipment Not Available Walk-in freezer K Thermo-Kool Kustom Kitchen Equipment Not Available Milk Box Beverage-Air Not Available Ice Cream Box Southern Ice Cream Not Available Reach in Cooler Hobart Not Available Ice Machine Manitowoc Not Available Pink ES Model Walk in Cooler – Thermo- Kool TK- 3678-WF-R Walk in Freezer – Thermo- Kool TK-3678-WF-R Milk Box – Beverage-Air Not Available Ice Cream Box – Southern Ice Cream XS-208Y Reach in Cooler – Traulsen RHT132WPTHHS Line Cooler NSF WCM-3 Seguin ECC Model Walk in Freezer- Thermo-Kool #TK3678WFR Not Available Walk in Cooler- Thermo-Kool-#TK3678WFRR Not Available Milk Box- Beverage Air- #STF49Y-1-S Not Available Ice Cream Box- Intertek-XS-208Y Not Available Ice Machine- Scotsman- #B530P Not Available Jackson ES Model Walk in cooler - Kysor Panel System #400 Not Available Walk in freezer - Thermol Cool #465056 Not Available Milk box - Traulsen - RMC4954 Not Available Stand up refrigerator - Traulsen #G10010 Not Available Ice Cream Box - VB4HC Not Available Campbell ES Walk in Cooler - Thermo-Koul TK-3678-FL Walk in Freezer - Thermo-Koul Serial 34636 TK-3678-FL Milk Box - Traulsen RMC49D4 Ice Cream Box - VB4HC - Hershey's Not Available Reach in cooler - U1 Hobart Not Available 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 12 Ice Machine - S970 - Manitowoc ice inc Not Available Frost ES Walk in Cooler - Thermo-Koul Not Available Walk in Freezer - Thermo-Koul Serial 34636 Not Available Milk Box - Traulsen Not Available Ice Cream Box - VB4HC - Hershey's Not Available Reach in cooler - U1 Hobart Not Available Ice Machine - S970 - Manitowoc ice inc Not Available Hutchinson ES Walk in Cooler - Thermo-Koul Not Available Walk in Freezer - Thermo-Koul Serial 34636 Not Available Milk Box - Traulsen Not Available Ice Cream Box - VB4HC - Hershey's Not Available Reach in cooler - U1 Hobart Not Available Ice Machine - S970 - Manitowoc ice inc Not Available Velasquez ES Walk in Cooler - Thermo-Koul Not Available Walk in Freezer - Thermo-Koul Serial 34636 Not Available Milk Box - Traulsen Not Available Ice Cream Box - VB4HC - Hershey's Not Available Reach in cooler - U1 Hobart Not Available Ice Machine - S970 - Manitowoc ice inc Not Available McNeill ES Model Walk in freezer - American Panel-system 100 Not Available Walk in cooler - American Panel-system 100 Not Available Point of use freezer - Traulsen Model ALT132WUT-HHS Not Available Point of use cooler - Traulsen Model AHT132WPUT-HHS Not Available Milk box: Traulsen RMC49D6 Not Available Ice cream box - Southern Ice Cream Not Available Ice machine - Hoshizaki Not Available Wertheimer MS Model Walk in Cooler /American Panel S# 37475 D-2 S1 /M# FW3677-11TWNL Not Available Walk in freezer /American Panel S# 37475 D-1 S1 /M# FW3677-11TWNL Not Available Milk box /Moduserve S# 30-05-08-080 / M#MCT-DM2 Not Available Ice Cream box /M# VB4HC / S# 1393010517000159 Not Available Reach in cooler / Trauisen S#T72192L07 / M# AHT132WPUT Not Available Ice machine /Hoshizaki S# S15927M /M# KM-1300SAH Not Available 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 13 Thomas ES Model Walk in cooler- Thermo Kool Not Available Walk in freezer- Thermo Kool Not Available Milk Box- Modu Serve Not Available Ice Cream Box Not Available Reach in Cooler- Traulsen Not Available Ice Machine- Manitowoc Not Available Hubenak ES Model Walk in cooler- Thermo Kool Not Available Walk in freezer- Thermo Kool Not Available Milk Box- Modu Serve Not Available Ice Cream Box Not Available Reach in Cooler- Traulsen Not Available Ice Machine- Manitowoc Not Available Adolphus ES Model Walk in cooler - Thermokool TK 3678-F-R Not Available Walk in freezer - Thermokool TK3678-F-R Not Available Milk box - Moduserve MCT-DM2 Not Available Ice Cream Box - Intertek XS-208Y Not Available Reach in Cooler - Traulsen AH132WPUT-HHS Not Available Ice Machine - Manitowoc B970 Not Available Polly Ryon MS Model Walk in cooler Thermo Kool Not Available Walk in freezer Thermo Kool Not Available Milk box Moduserve Not Available Stand up refrigerator Traulsen Not Available Display Cooler Trauslen Not Available Ice Cream Box Hershey Not Available Line Cooler HALO HEAT Not Available Ice Machine Manitowoc Not Available Arredondo ES Model Walk in cooler -Thermo-Kool Not Available Walk in freezer-Thermo -Kool Not Available Milk box -Mod U Serve Not Available Ice Cream Box Southern Cream or Hersheys Smart Snack Not Available Reach in Cooler Traulsen Not Available Ice Machine Manitowoc Not Available Bentley ES Model Walk in cooler - American panel Not Available 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 14 Walk in freezer - American panel Not Available Milk box - Mod U serve Not Available Stand up refrigerator - Traulsen Not Available Ice Cream Box - Chest Freezer Not Available Ice Machine - Manitowoc Not Available Lindsey ES Model Walk in cooler American Panel System 100 FW3677.11 TWNL Not Available Walk in freezer American Panel System 100 FW3677.11 TWNL Not Available Milk box Moduserve MTC-DM2 Not Available Display Cooler Not Available Reach in Cooler Traulsen AHT 132 WPUT-HHS Not Available Ice Machine Manitowoc Not Available Carter ES Model Walk in cooler- American Panel Not Available Walk in freezer- American Panel Not Available Milk box- MOD service Not Available Reach in Cooler- Traulsen Not Available Ice Machine- Manitowoc Not Available Culver ES Model Walk in Freezer -American Panel BW3684-1.1THWNL-F Not Available Walk in Cooler - American panel BW3684-1.1THWNL-C Not Available Reach in cooler (2) - Traulson AHT132WPUT-HHS Not Available Ice Machine Manitowoc IYT0450A-161 Not Available Tamarron ES Model Walk in cooler- American Panel Not Available Walk in freezer- American Panel Not Available Milk box- MOD service Not Available Reach in Cooler- Traulsen Not Available Ice Machine- Manitowoc Not Available Roberts MS Model Walk in cooler - AMERICAN PANEL # FW3684.11THWNL-C Not Available Walk in freezer - AMERICAN PANEL #FW3684.11THWNL-F Not Available Milk Box - MODUSERVIE #MCT-DM2 Not Available Stand up refrigerator Not Available Display Cooler Not Available Drink Merchandiser Not Available Ice Cream Box FROM SOUTHERN ICE-CREAM Not Available Reach in Cooler TRAULSEN #AHT132WPUT-HHS Not Available Reach in Freezer Not Available 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 15 Line Cooler UL FILE #E152778 Not Available Ice Machine MANITOWOO #D970 Not Available Morgan ES Model Walk in cooler- American Panel Not Available Walk in freezer- American Panel Not Available Milk box- MOD service Not Available Reach in Cooler- Traulsen Not Available Ice Machine- Manitowoc Not Available Phelan ES Model Walk in cooler- American Panel Not Available Walk in freezer- American Panel Not Available Milk box- MOD service Not Available Reach in Cooler- Traulsen Not Available Ice Machine- Manitowoc Not Available Gray ES Model Walk in cooler- American Panel Not Available Walk in freezer- American Panel Not Available Milk box- MOD service Not Available Reach in Cooler- Traulsen Not Available Ice Machine- Manitowoc Not Available Terrell ES Model Walk in cooler- American Panel Not Available Walk in freezer- American Panel Not Available Milk box- MOD service Not Available Reach in Cooler- Traulsen Not Available Ice Machine- Manitowoc Not Available LCISD Alternative Learning Center Model Reach in Cooler- Traulsen Not Available LCISD Common Threads Center Model Milk box- MOD service Not Available Powell Point Alternative School Model Reach in Refrigerator Not Available 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 16 CAMPUS AND SITE ADDRESSES Purple Track Fulshear High School, 9302 Charger Way, Rosenberg, TX 77441 Leaman Junior High School, 9320 Charger Way, Fulshear, TX 77441 Roberts Middle School, 9230 Charger Way, Fulshear, TX 77441 Bentley Elementary School, 9910 FM 359, Richmond, TX 77406 Hubenak Elementary School, 11344 Rancho Bella Pkwy, Richmond, TX 77406 Huggins Elementary School, 1 Huggins Dr, Fulshear, TX 77441 Lindsey Elementary School, 2431 Joan Collier Trace, Katy, TX 77494 Tamarron Elementary School, 29616 Rileys Ridge Rd, Katy, TX 77494 Morgan Elementary School, 32727 School Hill Rd, Fulshear, TX 77441 Terrell Elementary School, 26229 Fulshear-Gaston Rd, Richmond, TX 77406 Gold Track Foster High School, 4400 FM 723, Richmond, TX 77406 Briscoe Junior High School, 4300 FM 723, Richmond, TX 77406 Wertheimer Middle School, 4240 FM 723, Rosenberg, 77471 Adolphus Elementary School, 7910 Winston Ranch Pkwy, Richmond, TX 77406 Frost Elementary School, 3306 Skinner Ln, Richmond, TX 77406 Jackson Elementary School, 301 Third St, Rosenberg, TX 77471 McNeill Elementary School, 7300 S. Mason Rd, Richmond, TX 77407 Blue Track Lamar Cons High School, 4606 Mustang Avenue, Rosenberg, TX 77471 Lamar Junior High School, 4814 Mustang Avenue, Rosenberg, TX 77471 Wessendorff Middle School, 5201 Mustang Avenue, Rosenberg, TX 77471 Austin Elementary School, 1630 Pitts Rd, Richmond, TX 77469 Hutchinson Elementary School, 3602 Williams Way Blvd, Richmond, TX 77406 Long Elementary School, 907 Main St, Richmond, TX 77469 Pink Elementary School, 1001 Collins Rd, Richmond, TX 77469 Smith Elementary School, 2014 Lamar Dr, Richmond, TX 77469 Seguin Early Childhood Center, 605 Mabel St, Richmond, TX 77469 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 17 Blue Track cont. LCISD Alternative Learning Center, 1708 Avenue M, Rosenberg, TX 77471 LCISD Common Threads Center, 710 Houston St, Richmond, TX 77469 Phelan Elementary School, 1600 Great Blue Heron Ln, Richmond, TX 77469 Red Track Terry High School, 5500 Avenue N, Rosenberg, TX 77471 George Junior High School, 4601 Airport Rd, Rosenberg, TX 77471 Navarro Middle School, 4700 Avenue N, Rosenberg, TX 77471 Beasley Elementary School, 7511 Avenue J, Beasley, TX 77417 Bowie Elementary School, 2304 Bamore Rd, Rosenberg, TX 77471 Ray Elementary School, 2611 Avenue N, Rosenberg, TX 77471 Travis Elementary School, 2700 Avenue K, Rosenberg, TX 77471 Powell Point Alternative School, 2601 FM 2919, Kendleton, TX 77451 Silver Track Randle High School, 7600 Koeblen Rd, Richmond, TX 77469 Wright Junior High School, 7500 Koeblen Rd, Richmond, TX 77469 Arrendondo Elementary School, 6110 August Green Dr, Richmond, TX 77469 Culver Elementary School, 3131 Learning Tree Ln, Rosenberg, TX 77471 Meyer Elementary School, 1930 J. Meyer Rd, Richmond, TX 77469 Thomas Elementary School, 6822 Irby Cobb Blvd, Richmond, TX 77469 Adriane Mathews Gray Elementary School, 5055 Sunrise Meadow Lane, Richmond, TX 77469 Maroon Track George Ranch High School, 8181 FM 762, Richmond, TX 77469 Reading Junior High School, 8101 FM 762, Richmond, TX 77469 Ryon Middle School, 7901 FM 762, Richmond, TX 77469 Campbell Elementary School, 1000 Shadow Bend Dr, Sugar Land, TX 77479 Carter Elementary School, 8500 A Meyers Rd, Richmond, TX 77469 Dickinson Elementary School, 7110 Greatwood Pkwy, Sugar Land, TX 77479 Velasquez Elementary School, 402 Macek Rd, Richmond, TX 77469 Williams Elementary School, 5111 FM 762, Richmond, TX 77469 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 18 PRICE DELIVERY INFORMATION I. Bidder must complete the open boxes using information supplied in the description section listed below. DO NOT ALTER THIS FORM All responders are requested to complete the below table identifying equipment and specifications as listed. Vendors not completing the below table will not have their proposals considered. Vendors are welcome to submit any accompanying documentation in addition to the completed specifications table. Pricing is requested for parts and hourly rates for labor (during school hours and after hours/weekends). Pricing structure must include delivery charges FOB Lamar Consolidated ISD. All major repairs shall be pre-approved by the Child Nutrition Director and shall contain the work order number associated with the purchase or repair. PRICE DELIVERY INFORMATION Repair Rates for Service Hourly Labor Rate 7 AM to 5 PM $________________ Hourly Labor Rate after 5 PM weekends $________________ Service Call Charge $________________ Emergency response time school hours 7 AM to 4 PM _________________ Emergency response time after hours/weekends _________________ Warranty Parts _________________ Warranty Labor _________________ Additional Charges $____________________ $_________________ $____________________ $_________________ Year 1 Year 2 Year 3 Year 4 Year 5 Preventative Maintenance Services: Annual Cost $ $ $ $ $ Related Items What percentage discount could you offer Lamar Consolidated ISD off manufacturers not listed? _________% discount (If this line is left blank, it will be considered a “No Bid”) 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 19 II. Payment information: Please provide your payment remit address: III. Please provide an e-mail address where purchase orders can be sent. E-mail: EVALUATION After the opening date, an evaluation committee shall meet to discuss and score the respondent’s documents based upon evaluation criteria given herein. Evaluation shall be supervised and collected by a member of the LCISD Purchasing Department. LCISD evaluation committee members shall consist of LCISD maintenance personnel. All evaluation members shall complete a conflict of interest questionnaire prior to participation. PAYMENT LCISD utilizes an official Purchase Order document for payment agreement. If your company doesn’t accept purchase orders, identify within your information and within following questionnaire. Vendor shall attach a copy of their W-9 form with their response to LCISD. All sales will be exempt from state taxes. Lamar CISD is exempt from all Texas state sales tax. RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 20 QUESTIONNAIRE Vendor: ________________________________________________________________ 1. Have you done business with LCISD in the past 3 years? Yes □ No □ If “yes”, please list the project(s) you worked on. ________________________________________ 2. Are you using subcontractors? □ Yes □ No Lamar Consolidated ISD business hours are Monday through Friday, 7:00 AM - 4:30 PM 3. What are your normal business hours? _____________________________________ 4. Do you have after hour and weekend supply capabilities? Yes □ No □ Describe ________________________________ 5. What are your typical delivery times for stocked items after receipt of purchase order? ________________________________________________________________________ 6. Are warranties offered on all the manufacturers’ parts you are bidding? □ Yes □ No If not, list exceptions_________________________________________________________ 7. Please explain your company’s return and exchange policies: __________________________________________________________________________ __________________________________________________________________________ 8. Will your business be able to provide our District with a designated representative? □ Yes □ No 9. Do you have a multi-manufacturer warehouse? □ Yes □ No If Yes - What percentage of our Price Delivery Sheet manufacturers are supplied in warehouse? _______% 10. Does your company have an online searchable catalog of food equipment parts and accessories? Provide link: ___________________________________________________ 11. Do you have any pending litigation? □ Yes □ No If yes, please attach a separate page explaining. 12. Do you work on refrigeration equipment (ex. ice machines, coolers, walk-in freezers, cold serving li nes)? □ Yes □ No If yes, what percentage of your repairs involves refrigeration equipment? _________________% RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 21 13. Do you work on heated equipment (ex. ovens, steamers, conveyors, combi ovens, heated service lines and sealer machines)? □ Yes □ No 14. Do you work on kitchen equipment (ex. garbage disposals, slicers)? □ Yes □ No 15. Can you provide a preventative maintenance contract? State if hot equipment, cold equipment, Or both. □ Yes □ No __________________________________________________ 16. Can you provide a written report/summary for each school to the Child Nutrition Department upon completion of each school’s preventative maintenance visit? □ Yes □ No 17. Is the work guaranteed and what is the length of time? Please explain. ________________________ _________________________________________________________________________________ 18. Do you bring parts on your truck or do you have to get them after assessing the problem? _________________________________________________________________________________ 19. If you have to get parts, do you charge a service charge or fuel surcharge for each return trip? □ Yes Provide service charge fee: ______ Provide fuel surcharge fee:______ □ No 19. What is your turnaround time when parts are ordered? _____________________________________ 20. What is the maximum amount of time it will take to respond to an emergency call? _________________ 21. Please include a copy of your insurance. 22. Have you completed the HB 1295 from on the Texas Ethics Commission website? (see next page) RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 22 Lamar Consolidated ISD Vendor Performance - Reference Questionnaire Please complete the below questionnaire on behalf of the vendor that has sent it to your company/agency. Once completed, please return the questionnaire directly to Robert Langston, Director of Purchasing, Lamar Consolidated ISD, E-Mail: robert.langston@lcisd.org This questionnaire is being collected for use as scoring criteria in the evaluation of the proposal to be sent in by the vendor. Questionnaire is due no later than Tuesday, June 27, 2023, at 2:00PM (CDT) Bid / Proposal #: RFP # 49-2023SE Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items Vendor Name: Your Company: Your Name: Your Email: Type of purchase: Evaluation Criteria Reference Scores Comments 5 (Exceptional) to 1 (Unacceptable) Please evaluate the firm’s customer service Did the company meet your needs? Did the company provide experienced knowledgeable personnel? Please evaluate the companies past performance, if any. Would you recommend or want to work with this vendor again? Total 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 23 NO RESPONSE FORM PLEASE PRINT CLEARLY Whereas on the day of , 2023 has reviewed LCISD’s solicitation RFP 49-2023SE Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items and elects not to submit a bid: State Reason for no bid: City State Zip RETURN ONLY IF YOU CHOOSE NOT TO SUBMIT A RESPONSE TO THIS SOLICIATION. YOU MAY EMAIL THIS SINGLE PAGE TO SHARON.EVERETT@LCISD.ORG Name of company Street Address Telephone/Fax Number Name of Authorized Individual Signature of Authorized Individual 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 24 mailto:SHARON.EVERETT@LCISD.ORG Proposal Submission Form Please Print Whereas on the day of , 2023 Has reviewed Print Name of Company Solicitation No. RFP 49-2023SE Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items and has responded in accordance with the terms and conditions which are incorporated herein. A copy may be obtained at http://www.lcisd.org/departments/business-office/purchasing/terms-and-conditions or by contacting the LCISD Purchasing staff person listed on the cover sheet. Any exception to the terms and conditions must be included in the Proposer’s response. Texas Education Code 44.031 Purchasing and Acquisition, LCISD Policy CH (Legal) Purchasing and Acquisition, LCISD Policy CH (Local): Street Address City, State, Zip Code Telephone Number Fax Number Name of Authorized Individual Signature of Authorized Individual RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 25 http://www.lcisd.org/departments/business-office/purchasing/terms-and-conditions 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 a general 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 entity 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 furnished is true to the best of my knowledge. Vendor’s Name: Authorized Company Official’s Name (Printed): Check one of the following and sign as appropriate. My firm is a publicly held corporation; therefore, this reporting requirement is not applicable. Signature of Company Official: My firm is not owned or operated by anyone who has been convicted of a felony. Signature of Company Official: My firm is owned or operated by the following individual(s) who has/have been convicted of a felony: Name of Felon(s): Details of Conviction(s): Signature of Company Official: RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 26 CERTIFICATE OF RESIDENCY The State of Texas has passed a law concerning non-resident contractors. This law can be found in Texas Education Code under Chapter 2252, Subchapter A. This law makes it necessary for LCISD to determine the residency of its proposers. In part, this law reads as follows: “Section: 2252.001 (3) ‘Non-resident bidder’ refers to a person who is not a resident. (4) ‘Resident bidder’ refers to a person whose principal place of business is in this state, including a contractor whose ultimate parent company or majority owner has its principal place of business in this state. Section: 2252.002 A governmental entity may not award a governmental contract to a nonresident bidder unless the nonresident underbids the lowest bid submitted by a responsible resident bidder by an amount that is not less than the amount by which a resident bidder would be required to underbid the nonresident bidder to obtain a comparable contract in the state in which the nonresident’s principal place of business is located.” I certify that (Name of Company) is, under Section: 2252.001 (3) and (4), a Resident Bidder Non-resident Bidder My or Our principal place of business under Section: 2252.001 (3) and (4), is in the city of in the state of Signature of Authorized Company Representative Print Name Title Date RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 27 CERTIFICATION REGARDING LOBBYING CERTIFICATION FOR CONTRACTS, GRANTS, LOANS, AND COOPERATIVE AGREEMENTS The undersigned certifies, to the best of his or her knowledge and belief, that: 1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of a Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. 2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its instruction. 3) The undersigned shall require that the language of this certification be included in the award documents for all sub awards at all tiers (including subcontracts, sub grants and contracts under grants, loans, and cooperative agreements) and that all sub recipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, US Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. Company Authorized Representative (Print) Signature Date RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 28 Certification Regarding Terrorist Organizations and Boycott of Israel Contractor hereby certifies that it is not a company identified on the Texas Comptroller’s list of companies known to have contracts with, or provide supplies or services to, a foreign organization designated as a Foreign Terrorist Organization by the U.S. Secretary of State under federal law. Contractor hereby certifies and verifies that neither Contractor, nor any affiliate, subsidiary, or parent company of Contractor, if any (the “Contractor Companies”), boycotts Israel, and contractor agrees that Contractor and Contractor Companies will not boycott Israel during the term of this Agreement. For purposes of this Agreement, the term “boycott” shall mean and include terminating business activities or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations with Israel, or with a person or entity doing business in Israel or in an Israeli- controlled territory. (Continued next page) 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 29 Texas Government Code 2270 Verification Form Texas 2017 House Bill 89 has been signed into law by the governor and as of September 1, 2017 will become law codified as Texas Government Code § 2270 and 808 et seq. The relevant section addressed by this form reads as follows: Texas Government Code Sec. 2270.002. PROVISION REQUIRED IN CONTRACT. A governmental entity may not enter into a contract with a company for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the contract. I, as an authorized representative of , a contractor engaged by Insert Name of Company Insert Name of Texas Governmental Entity , Address of Texas Governmental Entity verify by this writing that the above-named company affirms that it (1) does not boycott Israel; and (2) will not boycott Israel during the term of this contract, or any contract with the above- named Texas governmental entity in the future. I further affirm that if our company’s position on this issue is reversed and this affirmation is no longer valid, that the above-named Texas governmental entity will be notified in writing within one (1) business day and we understand that our company’s failure to affirm and comply with the requirements of Texas Government Code 2270 et seq. shall be grounds for immediate contract termination without penalty to the above- named Texas governmental entity. I swear and affirm that the above is true and correct. ____________________________________________ Signature of Named Authorized Company Representative ____________________________________________ Date RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 30 Contractor Certification Introduction: Texas Education Code Chapter 22 requires entities that contract with school districts to obtain criminal history records on covered employees. Covered employees with disqualifying criminal histories are prohibited from serving at a school district. Contractors must certify to the district that they have complied and must obtain similar certifications from their subcontractors. Definitions: Covered individuals: Individual who have or will have continuing duties related to the service to be performed and have or will have direct contact with students. The District will be the final arbiter of what constitutes direct contact with students. Disqualifying criminal history: (1) a conviction or other criminal history information designated by the District; (2) a felony or misdemeanor offense that would prevent a person from obtaining certification as an educator under Texas Education Code § 21.060, including 19 Tex. Admin. Code §249.16; or (3) one of the following offenses, if at the time of the offense, the victim was under 18 or enrolled in a public school: (a) a felony offense under Title 5, Texas Penal Code; (b) an offense for which a defendant is required to register as a sex offender under Chapter 62, Texas Code of Criminal Procedure; or (c) an equivalent offense under federal law or the laws of another state. On behalf of (“Contractor”), I certify that check one: None of Contractor’s employees are covered individuals, as defined above. If this box is checked, I further certify that Contractor has taken precautions or imposed conditions to ensure that Contractor’s employees will not become covered individuals. Contractor will maintain these precautions or conditions throughout the time the contracted services are provided. Or Some or all of Contractor’s employees are covered individuals. If this box is checked, I further certify that: 1. Contractor has obtained all required criminal history record information regarding its covered individuals. None of the covered individuals has a disqualifying criminal history. 2. If Contractor receives information that a covered individual subsequently has a reported criminal history, Contractor will immediately remove the covered individual from contract duties and notify the District in writing within three business days. 3. Upon request, Contractor will provide the District with the name and any other requested information of covered individuals so that the District may obtain criminal history record information on the covered individuals. 4. If the District objects to the assignment of a covered individual on the basis of the covered individual’s criminal history record information, Contractor agrees to discontinue using the covered individual to provide services at the District. Noncompliance or misrepresentation regarding this certification may be grounds for contract termination. Signature Date RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 31 RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE LAMAR CISD CERTIFICATE OF INTERESTED PARTIES – FORM 1295 Certificate of Interested Parties (Form 1295 – must be filled out electronically with the Texas Ethics Commission’s online filing application, printed out, signed, and submitted with the CSP, RFP, RFQ submitted with the proposal packet to Lamar CISD. Lamar CISD is required to comply with House Bill 1295, which amended the Texas Government Code by adding Section 2252.908, Disclosure of Interested Parties. Section 2252.908 prohibits Lamar CISD from entering into a contract resulting from this solicitation with a business entity unless the business entity submits a Disclosure of Interested Parties (Form 1295) to Lamar CISD at the time business entity submits the signed contract/proposal/qualifications. The Texas Ethics Commission has adopted rules requiring the business entity to file Form 1295 electronically with the Texas Ethics Commission. “Interested Party” means a person: a) who has a controlling interest in a business entity with whom Lamar CISD contracts; or b) who actively participates in facilitating the contract or negotiating the terms of the contract, including a broker, intermediary, adviser, or attorney for the business entity. “Business Entity” means an entity recognized by law through which business is conducted, including a sole proprietorship, partnership, or corporation. As a “business entity,” all vendors must electronically complete, print, sign, and submit Form 1295 with their proposals even if no interested parties exist. Proposers must file Form 1295 electronically with the Texas Ethics Commission using the online filing application, which can be found at https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm. Proposers must use the filing application on the Texas Ethics Commission’s website to enter the required information on Form 1295. Proposers must print a copy of the completed form, which will include a certification of filing containing a unique certification number. The Form 1295 must be signed by an authorized agent of the business entity. The completed Form 1295 with the certification of filing must be filed with Lamar CISD by attaching the completed form to the vendor’s proposal. Lamar CISD must acknowledge the receipt of the filed Form 1295 by notifying the Texas Ethics Commission of the receipt of the filed Form 1295 no later than the 30th day after the date the contract binds all parties to the contract. After Lamar CISD acknowledges the Form 1295, the Texas Ethics Commission will post the completed Form 1295 to its website with seven business days after receiving notice from Lamar CISD. ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ I have read and understand the above information regarding the Certificate of Interested Parties Form 1295. I understand the action needed on my part as an interested party. I also understand that the 1295 filing form shall be filed online & returned with RFP response. Vendor name: Acknowledgement Signature: Printed Name: Date: 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 32 https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm STEPS FOR COMPLETING HB1295/TEXAS ETHICS COMMISSION FORM FOR THE FIRST TIME STEP 1: GO TO https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm Step 2: 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 33 https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm Step 3: Fill in each line Step 4: Wait for confirmation e-mail. Click on link in e-mail Step 5: Set passwords and security questions. Step 6: File your HB Form. Choose 1295 Filings *** Key steps to assist when completing the HB1295 filing**** • Business Entity: Your Business Name • Governmental Entity: Lamar Consolidated ISD • ID # Description: RFP # assigned example – (XX-2021RL & RFP Name) • Section 6 does not have to be notarized but does need to fully be completed. 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 34 Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 12/22/2017 FORM 1295CERTIFICATE OF INTERESTED PARTIES OFFICE USE ONLOFFICE USE ONLOFFICE USE ONLOFFICE USE ONLOFFICE USE ONLYYYYY 6 UNSWORN DECLARATION My name is _______________________________________________________, and my date of birth is _______________________________. My address is ________________________________________________, ___________________, _______, __________, ______________. (street) (city) (state) (zip code) (country) I declare under penalty of perjury that the foregoing is true and correct. Executed in ___________________ County, State of ______________ , on the _______ day of _______________, 20______. (month) (year) Signature of authorized agent of contracting business entity (Declarant) ADD ADDITIONAL PAGES AS NECESSARY Name of Interested Party Nature of Interest (check applicable) City, State, Country (place of business) Controlling Intermediary 4 Name of governmental entity or state agency that is a party to the contract for which the form is being filed. 2 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. Complete Nos. 1 - 4 and 6 if there are interested parties. Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties. 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. 5 Check only if there is NO Interested Party. Mu st file on lin e a t w ww .et hic s.s tat e.t x.u s/F ile 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 35 LAMAR CISD INSURANCE REQUIREMENTS Contractor shall maintain insurance coverage in the amounts specified below and furnish to District. If any work provided for or to be performed under any Specifications is sub-let (as otherwise permitted by the terms of such Specifications), the contractor shall require the subcontractor to maintain and furnish him with satisfactory evidence of Workers Compensation, Employer’s Liability and such other forms and amounts of insurance which the contractor deems reasonably adequate. Certificates of Insurance on the current ACORD form shall be issued to District showing all required insurance coverage. Insurance Required Limit Required Automobile Liability insurance covering Any Auto $1,000,000 Combined Single Limit Comprehensive (Commercial) General Liability insurance including Products, Completed Operations, Independent Contractors, Broad Form Property Damage, Pollution and Blanket Contractual Liability coverage. XCU exclusions to be removed when underground work is performed. $2,000,000 Aggregate, Occurrence and Personal Injury $ 500,000 Fire Damage $ 5,000 Medical Payments Per Project Aggregate Evidence of coverage must be shown on certificates of insurance. Professional Errors & Omissions Liability insurance may be required from all contractors and licensed or certified as professionals; e.g., engineers, architects, insurance agents, physicians, attorneys, banks, financial consultants, etc. Consultant on a limited basis with the district in the area of student support and staff development; $1,000,000 One-time project limits all other consulting services; $2,000,000 Occurrence & Aggregate minimum, $5,000,000 Maximum Limit $50,000 Deductible Retroactive Date preceding date of contract must be shown Extended Reporting Period three years past completion of contract Workers Compensation insurance with limits to comply with the requirements of the Texas Workers' Compensation Act. Employers Liability insurance Statutory Limits $1,000,000 Umbrella or Excess Liability insurance (excess of primary General Liability, Automobile Liability and WC Coverage B) One-time contract amount for all contracts exceeding: Contract Limit $100,000 - $2,000,000 total limit $500,000 - $10,000,000 total limit $1,000,000 (plus)- $25,000,000 total limit 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 36 Limits for primary policies may differ from those shown when Umbrella or Excess Liability insurance is provided. Insurance Conditions All insurance coverage shall be issued on an Occurrence basis (except Professional Liability) by companies acceptable to District and licensed to do business in the State of Texas by the Texas Department of Insurance. Such companies shall have a Best's Key rating of at least "A- X". All certificates must include: 1. The location or description and the bid number, RFP number or Purchase Order number 2. A 60-day notice of cancellation of any non-renewal, cancellation or material change to any of the policies 3. "Additional Insured" on the Property, General Liability, Automobile Liability and Umbrella (Excess) Liability policies naming the District. 4. A "Waiver of Subrogation" clause in favor of the District will be attached to the Workers Compensation, General Liability, Automobile Liability, Umbrella Liability and the Property insurance policies. 5. In addition to certificates of insurance, copies of policy endorsements must be provided (a) listing the District as Additional Insured, and (b) showing waivers of subrogation in favor of the District: CG2010, CG2037, CG2404, CA0070, CA0032, WC0003 or their equivalents. All insurance must be maintained for one year following substantial completion with Certificates of Insurance provided. Contractor shall be responsible for payment of all deductibles; the District shall approve the deductibles selected. If any policy has aggregate limits, a statement of claims against the aggregate limits is required. The District reserves the right to review the insurance requirements during the effective period of any contract to make reasonable adjustments to insurance coverage and limits when deemed reasonably prudent by District based upon changes in statutory laws, court decisions or potential increase in exposure to loss. Lamar CISD – Purchasing Dept. 4901 Avenue I Rosenberg, TX 77471 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 37 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity FORM CIQ OFFICE USE ONLY Date Received This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a). By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code. A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section is a misdemeanor. 1 Name of vendor who has a business relationship with local governmental entity. 2 Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) 3 Name of local government officer about whom the information is being disclosed. Name of Officer 4 Describe each employment or other business relationship with the local government officer, or a family member of the officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer. Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form CIQ as necessary. A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than investment income, from the vendor? Yes No B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity? Yes No 5 Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an 6 Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1). 7 Signature of vendor doing business with the governmental entity Date ownership interest of one percent or more. Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/202149-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 38 Revised 1/1/2021Form provided by Texas Ethics Commission www.ethics.state.tx.us CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity A complete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/ Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form. Local Government Code § 176.001(1-a): "Business relationship" means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on: (A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal, state, or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public; or (C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by, and reporting to, that agency. Local Government Code § 176.003(a)(2)(A) and (B): (a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if: *** (2) the vendor: (A) has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income, other than investment income, that exceeds $2,500 during the 12-month period preceding the date that the officer becomes aware that (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor; (B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than $100 in the 12-month period preceding the date the officer becomes aware that: (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor. Local Government Code § 176.006(a) and (a-1) (a) A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and: (1) has an employment or other business relationship with a local government officer of that local governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A); (2) has given a local government officer of that local governmental entity, or a family member of the officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any gift described by Section 176.003(a-1); or (3) has a family relationship with a local government officer of that local governmental entity. (a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day after the later of: (1) the date that the vendor: (A) begins discussions or negotiations to enter into a contract with the local governmental entity; or (B) submits to the local governmental entity an application, response to a request for proposals or bids, correspondence, or another writing related to a potential contract with the local governmental entity; or (2) the date the vendor becomes aware: (A) of an employment or other business relationship with a local government officer, or a family member of the officer, described by Subsection (a); (B) that the vendor has given one or more gifts described by Subsection (a); or (C) of a family relationship with a local government officer. 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 39 EDGAR CERTIFICATIONS ADDENDUM FOR CONTRACT FUNDED BY U.S. FEDERAL GRANT The following certifications and provisions are required federal funds for any contract resulting from this procurement process. Accordingly, the parties agree that the following terms and conditions apply to the Contract between the District and in all situations where Vendor has been paid or will be paid with federal funds: REQUIRED CONTRACT PROVISIONS FOR NON-FEDERAL ENTITY CONTRACTS UNDER FEDERALAWARDS APPENDIX II TO 2 CFR PART 200 (A) Contracts for more than the simplified acquisition threshold currently set at $150,000, which is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations Council (Councils) as authorized by 41 U.S.C. 1908, must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms, and provide for such sanctions and penalties as appropriate. Pursuant to Federal Rule (A) above, when LCISD expends federal funds, LCISD reserves all rights and privileges under the appl icable laws and regulations with respect to this procurement in the event of breach of contract by either party. Does Vendor agree? Initials of Authorized Representative of Vendor (B) Termination for cause and for convenience by the grantee or subgrantee including the manner by which it will be effected and the basis for settlement. (All contracts in excess of $10,000) Pursuant to Federal Rule (B) above, when LCISD expends federal funds, LCISD reserves the right to immediately terminate any agreement in excess of $10,000 resulting from this procurement process in the event of a breach or default of the agreement by Vendor in the event Vendor fails to: (1) meet schedules, deadlines, and/or delivery dates within the time specified in the procurement solicitation, contract, and/or a purchase order; (2) make any payments owed; or (3) otherwise perform in accordance with the contract and/or the procurement solicitation. LCISD also reserves the right to terminate the contract immediately, with written notice to vendor, for convenience, if LCISD believes, in its sole discretion that it is in the best interest of LCISD to do so. Vendor will be compensated for work performed and accepted and goods accepted by LCISD as of the termination date if the contract is terminated for convenience of LCISD. Any award under this procurement process is not exclusive and LCISD reserves the right to purchase goods and services from other vendors when it is in interest. Does Vendor agree? Initials of Authorized Representative of Vendor (C) Equal Employment Opportunity. Except as otherwise provided under 41 CFR Part 60, all contracts that meet the definition -1.3 must include the equal opportunity clause provided under 41 CFR 60- 1.4(b), in accordance with Executive Order 11246, Employment FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., implementing regulations at 41 CFR part 60, Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Pursuant to Federal Rule (C) above, when LCISD expends federal funds on any federally assisted construction contract, the equal opportunity clause is incorporated by reference herein. Does Vendor agree to abide by the above? Initials of Authorized Representative of Vendor (D) Davis-Bacon Act, as amended (40 U.S.C. 3141-3148). When required by Federal program legislation, all prime construction contracts in excess of $2,000 awarded by non-Federal entities must includeaprovisionfor compliance with the Davis-Bacon Act (40 U.S.C. 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, Standards Provisions Applicable to Contracts to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-Federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency. The contracts must also include a provision - Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, and Subcontractors on t each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 40 non-Federal entity must report all suspected or reported violations to the Federal awarding agency. Pursuant to Federal Rule (D) above, when LCISD expends federal funds during the term of an award for all contracts and subgrants for construction or repair, Vendor will be in compliance with all applicable Davis-Bacon Act provisions. Does Vendor agree? Initials of Authorized Representative of Vendor (E) Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708). Where applicable, all contracts awarded by the non-Federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. Pursuant to Federal Rule (E) above, when LCISD expends federal funds, Vendor certifies that Vendor will be in compliance with all applicable provisions of the Contract Work Hours and Safety Standards Act during the term of an award for all contracts by LCISD resulting from this procurement process. Does Vendor agree? Initials of Authorized Representative of Vendor (F) er 37 CFR §401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, to Inventions Made by Nonprofit implementing regulations issued by the awarding agency. Pursuant to Federal Rule (F) above, when federal funds are expended by LCISD, Vendor certifies that during the term of an award for all contracts by LCISD resulting from this procurement process, Vendor agrees to comply with all applicable requirements as referenced in Federal Rule (F) above. Does Vendor agree? Initials of Authorized Representative of Vendor (G) Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251-1387), as amended Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non-Federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Pursuant to Federal Rule (G) above, when federal funds are expended by LCISD, Vendor certifies that during the term of an award for all contracts by LCISD resulting from this procurement process, Vendor agrees to comply with all applicable requirements as referenced in Federal Rule (G) above. Does Vendor agree? Initials of Authorized Representative of Vendor (H) Debarment and Suspension (Executive Orders 12549 and 12689) A contract award (see 2 CFR 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), and SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Pursuant to Federal Rule (H) above, when federal funds are expended by LCISD, Vendor certifies that during the term of an award for all contracts by LCISD resulting from this procurement process, Vendor certifies that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. Does Vendor agree? Initials of Authorized Representative of Vendor (I) Byrd Anti-Lobbying Amendment (31 U.S.C. 1352) Contractors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 41 organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award. Pursuant to Federal Rule (I) above, when federal funds are expended by LCISD, Vendor certifies that during the term and after the awarded term of an award for all contracts by LCISD resulting from this procurement process, the vendor certifies that it is in compliance with all applicable provisions of the Byrd Anti-Lobbying Amendment (31 U.S.C. 1352). The undersigned further certifies that: (1) No Federal appropriated funds have been paid or will be paid for on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of congress, or an employee of a Member of Congress in connection with the awarding of a Federal contract, the making of a Federal grant, the making of a Federal loan, the entering into a cooperative agreement, and the extension, continuation, renewal, amendment, or modification of a Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of congress, or an employee of a Member of Congress in connection with this Federal grant or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, Form to Report in accordance with its instructions. (3) The undersigned shall require that the language of this certification be included in the award documents for all covered sub- awards exceeding $100,000 in Federal funds at all appropriate tiers and that all subrecipients shall certify and disclose accordingly. Does Vendor agree? Initials of Authorized Representative of Vendor RECORD RETENTION REQUIREMENTS FOR CONTRACTS INVOLVING FEDERAL FUNDS When federal funds are expended by LCISD for any contract resulting from this procurement process, Vendor certifies that it w ill comply with the record retention requirements detailed in 2 CFR § 200.333. Vendor further certifies that it will retain all records as required by 2 CFR § 200.333 for a period of three years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. Does Vendor agree? Initials of Authorized Representative of Vendor CERTIFICATION OF COMPLIANCE WITH THE ENERGY POLICY AND CONSERVATION ACT When LCISD expends federal funds for any contract resulting from this procurement process, Vendor certifies that it will comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (42 U.S.C. 6321 et seq.; 49 C.F.R. Part 18). Does Vendor agree? Initials of Authorized Representative of Vendor CERTIFICATION OF EQUAL EMPLOYMENT STATEMENT It is the policy of LCISD not to discriminate on the basis of race, color, national origin, gender, limited English proficiency or handicapping conditions in its programs. Vendor agrees not to discriminate against any employee or applicant for employment to be employed in the performance of this Contract, with respect to hire, tenure, terms, conditions and privileges of employment, or a matter directly or indirectly related to employment, because of age (except where based on a bona fide occupational qualification), sex (except where based on a bona fide occupational qualification) or race, color, religion, national origin, or ancestry. Vendor further agrees that every subcontract entered into for the performance of this Contract shall contain a provision requiring non- discrimination in employment herein specified, binding upon each subcontractor. Breach of this covenant may be regarded as a material breach of the Contract. Does Vendor agree? Initials of Authorized Representative of Vendor 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 42 CERTIFICATION OF COMPLIANCE WITH BUY AMERICA PROVISIONS LCISD has a preference for domestic end products for supplies acquired for use in the United States when spending federal funds (purchases that are made with non-federal funds or grants are excluded from the Buy America Act). Vendor certifies that it is in compliance with all applicable provisions of the Buy America Act. Does Vendor agree? Initials of Authorized Representative of Vendor CERTIFICATION OF ACCESS TO RECORDS 2 C.F.R. § 200.336 Vendor agrees that the Inspector General or any of their duly authorized representatives shall have access to any books, documents, papers obligations under the Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to personnel for the purpose of interview and discussion relating to such documents. Does Vendor agree? Initials of Authorized Representative of Vendor CERTIFICATION OF APPLICABILITY TO SUBCONTRACTRS Vendor agrees that all contracts it awards pursuant to the Contract shall be bound by the foregoing terms and conditions. Does Vendor agree? Initials of Authorized Representative of Vendor VENDOR AGREES TO COMPLY WITH ALL APPLICABLE FEDERAL, STATE, AND LOCAL LAWS, RULES, REGULATIONS, AND ORDINANCES. IT IS FURTHER ACKNOWLEDGED THAT VENDOR CERTIFIES COMPLIANCE WITH ALL PROVISIONS, LAWS, ACTS, REGULATIONS, ETC. AS SPECIFICALLY NOTEDABOVE. Address, City, Name: State, and Zip Code: Phone Number: IMPORTANT: Printed Name and Title of Authorized Representative: Email Address: Signature of Authorized Representative: Date: RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 43 Form W-9 (Rev. October 2018) Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification ▶ Go to www.irs.gov/FormW9 for instructions and the latest information. Give Form to the requester. Do not send to the IRS. P ri nt o r ty p e. S ee S p ec ifi c In st ru ct io ns o n p ag e 3. 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. 2 Business name/disregarded entity name, if different from above 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes. Individual/sole proprietor or single-member LLC C Corporation S Corporation Partnership Trust/estate Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ▶ Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner. Other (see instructions) ▶ 4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3): Exempt payee code (if any) Exemption from FATCA reporting code (if any) (Applies to accounts maintained outside the U.S.) 5 Address (number, street, and apt. or suite no.) See instructions. 6 City, state, and ZIP code Requester’s name and address (optional) 7 List account number(s) here (optional) Part I Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid 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 TIN, later. Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter. Social security number – – or Employer identification number – Part II 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 interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later. Sign Here Signature of U.S. person ▶ Date ▶ General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid) • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev. 10-2018)49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 44 CLEAN AIR AND WATER ACT Clean Air and Water Act Certification I certify that my company is in compliance with all applicable standards, orders of regulations issued pursuant to the Clean Air Act of 1970, as amended (42 U.S.C. 1857 (h). Section 508 of the Clean Water Act, as amended (33 U.S.C. 1368), Executive Order 117389 and Environmental Protection Agency Regulation, 40 CFR Part 15 as required under OMS Circular A-102, Attachment O, Paragraph 14 (1) regarding reporting violations to the grantor agency and to the United States Environmental Protection Agency Assistant Administrator for the Enforcement. I (We) the undersigned, agent for the firm, named below certify that the above information is true to the best of my knowledge. ______________________________________________________________________ NAME OF COMPANY (Please Print) ______________________________________________________________________ NAME AND TITLE OF AUTHORIZED REPRESENTATIVE (Please Print) _________________________________ SIGNATURE ____________________ DATE RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 45 Directions to Lamar CISD Purchasing Department / Distribution Warehouse From Houston 59 South From 59 North Exit 59, Reading Road Exit. Exit 59, Exit Reading Road Right on Reading Road Left on Reading Road Left on Avenue I Left on Avenue I Destination on Right Destination on Right 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 46 CUT AND PLACE THIS LABEL ON THE OUTSIDE OF YOUR PACKAGE CUT AND PLACE THIS LABEL ON THE OUTSIDE OF YOUR PACKAGE Lamar Consolidated ISD Purchasing Department 4901 Avenue I Rosenberg, TX 77471 RFP # Company Name: _ 49-2023SE RFP Child Nutrition (CN) Commercial Refrigeration Kitchen Equipment Repair and Related Items 47