Fort Bend Independent School District (FBISD) RFB Cover Sheet Job No.: 14-067KK Due Date: May 9, 2014 DUE NO LATER THAN 10:00 am (CST) LATE BIDS WILL NOT BE ACCEPTED Request for Bid (RFB) : Instructional Calculators PLEASE NOTE Carefully read entire document. Complete all forms and submit your response with all appropriate attachments. Please submit your hard copy response in a sealed envelope with Job No., description, and marked “SEALED BID”. RETURN BID PACKET TO: Attn: Kelly R. Kelly, Purchasing Fort Bend Independent School District 555 Julie Rivers Drive Sugar Land, TX 77478 For additional information contact: Kelly R. Kelly at 281-634-1802 kelly.kelly@fortbendisd.com ALL prices and responses must be typewritten or written in ink. Company Name: Company Address: City, State, & Zip Taxpayer I.D. # Telephone # Fax # ______________ e-mail Print Name Signature Your signature attests to your offer to provide the goods and/or services in this proposal according to the published provisions of this Job. Contract is not valid until FBISD Board has approved the award. RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 1 Instructional Calculators BACKGROUND FBISD is a K-12 public school district in Fort Bend County serving a student enrollment of over 69,000. The district currently consists of 74 campuses and 14 administrative sites. The intention of this Request for Bid (RFB) is to solicit bids for Instructional Calculators for FBISD. For information regarding the bid process, or questions please contact Kelly R. Kelly of the Purchasing Division at kelly.kelly@fortbendisd.com. Special Note Please be reminded that all FBISD campuses and departments are tobacco, drug and weapon free facilities. Vendors are responsible for the conduct of their employees and adherence to FBISD building policies. General Terms, Conditions and Requirements for Solicitations This solicitation shall be governed by the following documents which are incorporated by reference herein. A copy may be obtained at: http://www.fortbendisd.com/docs/purchasing/general-provisions-for-purchasingsolicitations-and-contracts.pdf or by contacting the Fort Bend ISD Buyer 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, FBISD Policy CH (Legal) Purchasing and Acquisition, FBISD Policy CH (Local) Fort Bend ISD reserves the right to award this contract as best meets the needs of the district. The contract shall be for a one time purchase. Fort Bend ISD is not responsible for any costs incurred by the vendor for the preparation or distribution of the response to the BID. Response Requirements FBISD will accept sealed bids either by mail or hand delivery until May 9, 2014 at 10:00 AM (CST). Bids received after the opening date and time will not be accepted and will be returned unopened. Enclose submission in sealed Envelope/Package clearly marked “RFB 14-067KK – Instructional Calculators” with your company’s contact information. Bid Submission Package must include: One (1) Original DESCRIPTION Fort Bend ISD is seeking bids for Instructional Calculators CALCULATOR HARDWARE Fort Bend ISD anticipates purchasing: 999 sets of the TI Inspire CX Color Graphing Calculator Pak of 10 EZSpot Yellow Calculators and Docking Station UPGRADES OR SUBSTITUTIONS No substitutions will be accepted. 2 STANDARD DELIVERY The successful vendor will be provided a list of campus locations, recipients, and quantities in which to deliver the product bundles. All of the product bundles will be delivered to secondary and middle school campuses by August 5, 2014. A list of secondary and middle school campuses can be found on our website at http://campuses.fortbendisd.com/campuses.cfm . Fort Bend ISD reserves the right to return any products that do not meet specifications at the vendor's expense. Vendor must notify the Purchasing Department immediately of any delay in delivery. Access Fort Bend ISD District Calendar to view school holidays for delivery scheduling: http://www.fortbendisd.com/about/calendar SPECIAL TERMS AND CONDITIONS: 1. The offeror, by signing the bid, shall certify that pricing offered to FBISD is the lowest pricing available to similar customers and shall remain so throughout the duration of the contract. 2. A delivery document shall be included with all items at time of delivery to: Fort Bend ISD – Designee at Delivery Location This document shall include all of the following information: a) FBISD purchase order number b) Delivery date c) Quantity and description, including vendor’s identifying number for products AWARDED VENDOR will provide the following: • • Meet specifications Delivery to specified locations Time Table: FBISD anticipates following the time table listed below for this bid: Item Activity Date 1 Bid to advertise (1st run) 5/2/2014 2 Bid advertises (2nd run) 5/7/2014 3 Bid Open (10:00 am CST) 5/9/2014 4 Presentation to Board of Trustees 6/15/2014 5 Tabulations and awards posted to http://www.fortbend.k12.tx.us/finance/bid_awards.cfm 6/16/2014 The time table above is only an estimate and actual dates may vary. 3 PRICE DELIVERY INFORMATION I. Respondent must complete the open boxes using the information supplied in the Description section listed above. BIDDER: _____________________________________________________________ II. Calculator pricing and Delivery 1 Item Description Texas Instruments – Nspire CX Color Graphing Calculator Pack of 10 EZ-Spot Yellow Calculators with Docking Station 2 TOTAL Part Number Qty N3/TPK/ 2L1 999 Unit Price $ $ $ III. Payment information: Please provide your payment remit address IV. Please provide an e-mail address where purchase orders can be sent. E-mail: Extended Price _______________________________________________ Note: Attach any additional detailed warranty information to your bid submission. RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 4 QUESTIONNAIRE Bidder: GENERAL 1. How long has your company been in this type of business? ________ years 2. Have you done business with Fort Bend ISD in the last 5 years? ______________________ □ □ 3. Are you part of a purchasing cooperative or state contract? Yes No If so, please provide the cooperative name(s), contract number(s) and expiration dates(s). Name:______________________________ Contract #_________________Exp. Date:_________ Name:______________________________ Contract #_________________Exp. Date:_________ DELIVERY 4. Can you meet the delivery date of August 5, 2014? ____________________ 5. Are you able to deliver to the locations specified? Yes □ No □ ADDITIONAL 6. Did you include the most recent up to date references in this packet? □ Yes References shall be checked, e-mails need to be current. 7. □ No Please explain any warranty information and your company’s return and exchange policies: __________________________________________________________________________ __________________________________________________________________________ RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 5 REFERENCES Please provide at least four references that have used your company for the same goods FBISD is requesting in this bid. Please include contact name, school district, address, and e-mail address. A valid e-mail address is required. Please make sure the e-mail address is legible and current. 1. NAME: ____________________________________________________ ADDRESS: ____________________________________________________ ____________________________________________________ E-mail: 2. NAME: __________________________________ ____________________________________________________ ADDRESS: ____________________________________________________ ____________________________________________________ E-mail: 3. NAME: __________________________________ ____________________________________________________ ADDRESS: ___________________________________________________ ____________________________________________________ E-mail: 4. NAME: __________________________________ ____________________________________________________ ADDRESS: ____________________________________________________ ____________________________________________________ E-mail: __________________________________ RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 6 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 FBISD 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 Bidding) 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 7 HUB OR MINORITY OWNED BUSINESS (Tracking purposes only) 1. Is your company owned (51% or more) by an individual or individuals designated as minority, womanowned or handicapped? YES___NO___ 2. If you answered yes to question number (1), please submit a copy of the applicable certification with your bid document. Fort Bend Independent School District does not currently maintain set-asides or give preference to HUB bids. The above information is solicited for the purpose of statistical tracking only. The Fort Bend Independent School District’s Supplier Diversity Program ensures that the District will use its best efforts to inform small, women-owned, and minority businesses of current and future purchasing activities. The District encourages the participation of these businesses in purchasing of all goods and services. This information can be found at: http://www.fortbendisd.com/departments/business-and-finance/purchasing/supplier-diversity-program FORT BEND INDEPENDENT SCHOOL DISTRICT Affidavit of Non-Discriminatory Employment This company, Contractor, or Subcontractor agrees to refrain from discrimination in terms and conditions of employment on the basis of race, color, religion, sex, or national origin, and agrees to take affirmative action as required by Federal Statutes and rules and regulations issued pursuant thereto in order to maintain and insure non-discriminatory employment practices. _____________________________________ Signature _____________________________________ Printed Name & Title _____________________________________ Company Name RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 8 MWBE REGISTRATION APPLICATION (Tracking purpose only) Fort Bend Independent School District Purchasing Department 555 Julie Rivers Drive Sugar Land, TX 77478 (281) 634-1801 Fax: (281) 634-1829 Instructions: To become registered with FBISD as a certified minority and/or woman owned business enterprise (MWBE) firm, complete this application, and attach a copy of your MWBE certificate. Mail or fax to the Purchasing Office at the above address. Name of Company: Mailing Address: City/State: Telephone Number: Remit to Address (if different from above): Mailing Address: City/State: Federal I.D. No: E-mail Address: Owner’s Name: Please Check the Block That Applies Business Code: 10 30 Sole Proprietorship Corporation 20 40 Partnership Joint Venture 100 300 500 African-American Asian Americans American Indians 200 400 600 Hispanic Alaska Natives Pacific Islanders 100 Male 200 Female 100 300 Houston Out of State (HQ) 200 400 Texas Fort Bend County MWBE Ownership: Gender: Business Location: Houston Minority Business Council City of Houston Women’s Business Enterprise Alliance HUB (State of Texas) Historically Underutilized Businesses Signature of Authorized Agent: Title: Date: RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 9 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): A. My firm is a publicly held corporation; therefore, this reporting requirement is not applicable. Signature of Company Official: B. My firm is not owned or operated by anyone who has been convicted of a felony. Signature of Company Official: C. My firm is owned or operated by the following individual(s) who has/have been convicted of a felony: Name of Felon(s): Details of Conviction(s): Signature of Company Official: RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 10 CONFLICT OF INTEREST QUESTIONNAIRE PLEASE COMPLETE AND SIGN EVEN IF NO CONFLICT EXISTS For vendor or other person doing business with local governmental entity FORM CIQ This questionnaire reflects changes made to the law by H.B. 1491, 80th Leg., Regular Session. OFFICE USE ONLY This questionnaire is being filed in accordance with Chapter 176, Local Government Code by a person who has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the person meets requirements under Section 176.006(a). Date Received 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 person becomes aware of facts that require the statement to be filed. See Section 176.006, Local Government Code. A person commits an offense if the person knowingly violates Section 176.006, Local Government Code. An offense under this section is a Class C misdemeanor. 1 Name of person 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 the originally filed questionnaire becomes incomplete or inaccurate.) 3 Name of local government officer with whom filer has employment or business relationship. Name of Officer This section (item 3 including subparts A, B, C & D) must be completed for each officer with whom the filer has an employment or other business relationship as defined by Section 176.001(1-a), Local Government Code. Attach additional pages to this Form CIQ as necessary. A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment income, from the filer of the questionnaire? Yes No B. Is the filer of the questionnaire receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer named in this section AND the taxable income is not received from the local governmental entity? Yes No C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership of 10 percent or more? Yes No D. Describe each employment or business relationship with the local government officer named in this section. Signature of person doing business with the governmental entity Date Name of Business/Company RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 11 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 12 VENDOR DEBARMENT STATEMENT I have read the conditions and specifications provided in the bid document attached. I affirm, to the best of my knowledge, the company I represent has not been debarred or suspended from conducting business with school districts in the State of Texas. This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 7 CFR Part 3017, Section 3017.510, Participants’ responsibilities. The regulations were published as Part IV of the January 30, 1989, Federal Register (pages 4722-4733). Copies of the regulation may be obtained by contacting the Department of Agriculture Agency with which this transaction originated. ______________________________________________________________________ NAME OF COMPANY (Please Type) ____________________________________________________________________ MAILING ADDRESS CITY STATE ZIP ______________________________________________________________________ PREPARED BY (Please Type) ________________________ ___________________________________________ SIGNATURE TITLE ____________________ TELEPHONE NUMBER ____________________________________________ FAX NUMBER DATE Check here if you have an address or telephone number change: Yes____ No____ RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE 13 NO RESPONSE FORM RETURN ONLY IF YOU CHOOSE NOT TO SUBMIT A RESPONSE TO THIS SOLICITATION RFB 14-067KK Instructional Calculators Please Print Whereas on the ___________ day of ____________________, 2014 (print name of company) __________________________________________________________________________ has reviewed FBISD’s solicitation RFB No. 14-067KK and elects not to submit a bid: State Reason for no bid:________________________________________________________ _____________________________________________________________________________ ______________________________________________ Street Address ______________________________________________ City, State, Zip Code ______________________________________________ Telephone/Fax Number ______________________________________________ Name of Authorized Individual ___________________________________________ Signature of Authorized Individual 14 BID SUBMISSION FORM RFB 14-067KK Instructional Calculators Please Print Whereas on the _____________ day of _____________________________, 2014 (print name of company) ___________________________________________________________________________ has reviewed RFB No. 14-067KK and has responded in accordance with the terms and conditions which are incorporated herein. A copy may be obtained at http://www.fortbendisd.com/docs/purchasing/general-provisions-for-purchasingsolicitations-and-contracts.pdf or by contacting the Fort Bend ISD Buyer 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, FBISD Policy CH (Legal) Purchasing and Acquisition, FBISD 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 15 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]: [ ] Or [ ] 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. 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 16 17
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