-
~ IRVING Independent School District
PURCHASING DEPARTMENT 2621 West Airport Freeway Irving, Texas
75062-2637
Phone: (972) 600-5440
REQUEST FOR PROPOSAL
FOR: Authors, Speakers and Presenters (RFP #18-21-872(A)
Date of Issue: March 29, 2018
You are invited to submit a proposal to provide Authors,
Speakers and Presenters for various events for the Irving
Independent School District (IISD) for one (1) year, with the
District's option to renew annually through the 2020-2021 School
Year.
SUBMIT PROPOSAL NO LATER THAN 2:00 P.M. LOCAL TIME ON April 19,
2018
Your proposal MUST be signed by an individual authorized to
contractually bind the firm or individual submitting the proposal.
A failure to sign the proposal will cause it to be rejected as
NON-RESPONSIVE. Proposals must give full firm name and address of
Proposer. Person signing the Proposal should show title or
authority to bind his/her firm in a contract.
You are representing to Irving ISD that you are authorized to
submit this proposal by signing below.
Company Name _ ___________ _
Address ________________ City _____________ _
State _________ Zip ___ ________ _
Signature of Authorized Representative _______________ Date __
_
Printed Name --------------
Email _______________ _
Phone _______________ ~Fax _____________ ~
REQUIRED SUBMITTAL
-
The District recommends you either hand deliver the RFP proposal
to the Purchasing Office at the following address:
Irving ISD Purchasing Department 2621 West Airport Freeway,
Suite 1750 Irving, Texas 75062
or have it delivered by a courier type service, such as FedEX or
UPS, etc., with a recipient's signature and documented time of
delivery.
Proposals submitted via the U. S. Postal Service are to be
mailed to:
Irving ISD Purchasing Department P.O. Box 152637 Irving, Texas
75050-2637
The U.S. Postal Service mail goes to our warehouse to be
processed before delivery to the departments. NOTE: Delivery of
Proposal envelope to other Departments within the Irving
Independent School District is not considered as delivery to the
Purchasing Department. You may mail the proposal in time, but it
may not be received in the Purchasing Office in a timely fashion,
and therefore will be rejected.
Proposals received at the IISD Purchasing Department after the
time and date specified above will not be considered and will be
filed unopened. Irving ISD shall not be held liable for late
proposals.
Oral, e-mail, or telegraphic proposals transmitted via the
District's facsimile machine are not acceptable. DO NOT FAX YOUR
SUBMISSION.
SUBMIT ONE ORIGINAL AND THREE (3) COPIES OF PROPOSAL.
IF YOU WERE PREVIOUSLY AWARDED ON RFP #18-20-872 AND RECEIVED AN
AWARD LETTER, THEN YOU ARE NOT REQUIRED TO SUBMIT A RESPONSE TO
THIS RFP #18-20-872(A).
-
2.0 INSTRUCTIONS TO PROPOSERS
2.1. PROCESS OVERVIEW: This section outlines the steps in the
procurement process.
Deadline for Questions April 6, 2018 Deadline for Responses to
Questions/ Addendum( s) April l 0, 2018 Proposal Due Dates April
19, 2018
2.1.Irving ISD's contact for questions is Jerome Pilgrim,
[email protected], 972-600-5493. All questions must be
submitted by e-mail no later than April 6, 2018 .
Responses to questions will be posted on the district's website
by April l 0, 2018 at 4:00 PM. Please continually check the
district's Purchasing website for any additional infonnation:
http://www.irvingisd.net/P age/223 8
2.2. All REQUIRED FORMS must be completed in order to receive
consideration for approval to provide services.
2.3. If any exceptions are taken to any requirement in this
document, you must indicate the exception taken and a full
explanation on the Deviation/Compliance Fonn (See Required Forms),
or as a separate attachment.
2.4. Irving ISD is exempt from federal excise taxes, state and
local sales taxes and use taxes. Do not include these taxes in your
Proposal.
2.5 . The District Purchasing Department and proposer may enter
into discussions and rev1s1ons of proposal, as necessary.
2.6. No Proposal may be withdrawn prior to opening of proposals
without written request (addressed to the Irving ISD Director of
Purchasing).
2.7. Proposals may be subject to release as public information.
Proposers should consult with their legal counsel regarding
disclosure issues and take the appropriate precautions to safeguard
trade secrets or any other confidential or proprietary information
co n t a in e d in their prop o s a 1
2.8. Proposals must remain open for acceptance for a period of
ninety (90) days to allow time for the district to evaluate.
The successful proposer(s) will be notified in writing
(manifested by an award letter or properly executed purchase order)
after review and acceptance by the District.
2.10 By signing this Request For Proposal, the proposer hereby
certifies that he, she, or the firm is legally authorized to
conduct business in Texas and has complied with any and all
federal, state, or other a pp l i cab 1 e laws or regulations .
-
a. The proposer and associated solutions shall be evaluated
based on the following selection criteria:
EVALUATION FACTORS
EVALUATION CRITERIA POINTS
1 The purchase price 45
2 The reputation of the vendor and of the vendor's goods or
services 10
3 The quality of the vendor's goods or services 20
4 The extent to which the goods or services meet the district's
needs 20
5 The vendor's past relationship with the district 2
6 The impact on the ability of the district to comply with laws
and rules 0
relating to historically underutilized businesses
7 The total long-term cost to the district to acquire the
vendor's goods or 0 services
8 For a contract for goods and services, other than goods and
services related to teleconununications and information services,
building construction and maintenance, or instructional materials,
whether the
0
vendor or the vendor's ultimate parent company or majority
owner:
A. has its principal place of business in this state
B. employs at least 500 persons in this state
9 Any other relevant factor specifically listed in the Request
for Proposal or Proposals. 3
Per Texas Education Code, Subchapter B, Sec. 44.03l(b) '~ALL
CONTENTS PROVIDED· IN THIS SOLICITATION, WILL BE' CONSIDEREJ)l AS-
AN EVALUATION FACTOR!·
-
3.0 IRVING ISD TERMS AND CONDITIONS
3.1 Proposer understands and agrees to be bound by the following
tenns and conditions which shall be incorporated into any future
contracts, agreements, or purchase orders.
3.2 ASSIGNMENT Approved Proposer may not assign its rights and
duties under an award without the written consent of the
District.
3.3 TERMINATION Irving ISD shall have the right to tenninate any
awarded for default if the firm or individual breaches any of the
tenns.
Irving ISD has the right to terminate a resulting contract for
convenience, without penalty, for non-appropriation or
non-availability of funds.
Irving ISD may terminate a resulting contract and debar the firm
or individual from future "bidding" for violations of the federal
requirements included in Appendix 1.
3.4 INDEMNIFICATION The Irving ISD is a Texas Political
Subdivision and a local governmental entity; therefore, is
prohibited from indemnifying third parties pursuant to the Texas
Constitution (Article 3, Section 52) except as specifically
provided by law or as ordered by a court of competent
jurisdiction.
3.5 REMEDIES The paiiies shall be entitled to exercise any right
or remedy available to it either at law or in equity, subject to
the choice oflaw, venue and service of process clauses limitations
agreed herein. Nothing in this agreement shall commit the Irving
ISD to an arbitration resolution of any disagreement under any
circumstances.
Any issues not resolved hereunder must be refen-ed to
non-binding mediation to be conducted by a mutually agreed upon
mediator as a prerequisite to the filing of any lawsuit over such
issue(s). The paiiies shall share the mediator's fee and any
associated filing fee equally. Mediation shall be h e 1 d in Dallas
County, Texas.
3.6 CHOICE OF LAW This contracts or award resulting from this
procurement process, shall be governed by, construed and enforced
in accordance with the laws of the State ofTexas.
3.7 JURISDICTION AND SERVICE OF PROCESS Any Proceeding arising
out of or relating to this procurement process or any contract
resulting from or any contemplated transaction shall be brought in
a court of competent jurisdiction in Dallas County, Texas.
-
3.8 PAYMENT TERMS Irving ISD pays net 30 and complies with the
State of Texas payment law, Texas Government Code, Chapter 2251.
See statute for specifics or consult your legal counsel.
Payment will be made within 30 days after receipt of
goods/services and a properly submitted invoice. The district
considers an invoice properly submitted when the following
conditions are met:
a. Invoice is received at the address indicated on the purchase
order b. Pricing on the invoice matches the price on the purchase
order c. Includes a description of the goods or services provided,
the purchase order
number, invoice number. d. Quantities on the invoice do not
exceed those specified on the Purchase Order e. Merchandise has
been shipped or service perfonned.
Purchase Orders will be issued prior to any service being
perfonned.
3.9 FUNDING OUT CLAUSE Pursuant to Texas Local Government Code
Sec. 271.903, all contracts are approved subject to the budgeting
and appropriation of then currently available funds .
3.10 CRIMINAL HISTORY CHECKS During the te1m of this agreement,
due to potential direct contact with students, the individual or
company is responsible for complying with Texas Education Code §
22.0834, which requires that all individuals who perforn1 services
on Irving ISD campuses to have a criminal background check.
Prior to providing any services the proposer shall be
responsible for providing to IISD a criminal background check that
was completed and dated within (1) year of the proposed dates of
service.
3 .11 INDEPENDENT CONTRACTOR
Consultant shall be, and is, an independent contractor, and is
not an agent or employee of the District and shall furnish such
services in its own manner and method, except as required by this
contract. Fmiher, Consultant has, and shall retain the right to
exercise full control over the employment, direction, compensation,
and discharge of all persons employed by Consultant in the
performance of the services hereunder. Consultant shall be solely
responsible for, and shall indemnify, defend, and save the District
harmless, from all matters relating to the payment of its
employees, including compliance with Social Security, withholding,
and all other wages, salaries, benefits, taxes, exactions, and
regulations of any nature whatsoever.
3.12 CONFLICT OF INTEREST: No employee, officer, or agent may
participate in the selection, award, or administrat ion of a
Contract if he or she has a real or apparent conflict of interest.
See 2 C.F.R. § 200.318(c)( l ). Irving ISD officers, employees, and
agents may not solicit nor accept gratuities, favors, or anything
of monetary value from contractors or parties to subcontracts.
Irving ISD maintains written standards covering conflicts of
interest and governing the actions of its emp loyees engaged in the
selection, award and administration of contracts. For more
information regarding conflicts of interest, visit the district
Conflict of Interest policies located at:
-
http ://po 1. tasb. org/Po licy/Search/3 6 7?filter=conflict%20o
fl/o20interest
3.13 RECORD RETENTION: Proposer shall preserve all records
relating to this RFP and/or contract for a period of seven (7)
Irving ISD fiscal years or for such longer period as may be
required by law, after final payment relating to this project.
Upon request by Irving ISD, any duly authorized representative
of Irving ISD shall, until three (3) years after final payment
under this Agreement, have access to and right to examine directly
pertinent books, papers, documents, accounts, and records involving
transactions related to this Agreement.
3.14 NOTIFICATION OF MATERIAL CHANGE: Proposer is required to
notify Irving ISD when any material change in operations occurs,
including changes in distribution rights for awarded products,
bankruptcy, material changes in financial condition, change of
ownership, and the like, within three (3) business days of such
change.
3.15 FORCE MAJEURE: Neither Irving ISD nor Contractor shall be
deemed to have breached any provision of this Agreement as a result
of any delay, failure in performance, or interruption of service
resulting directly or indirectly from acts of God, network
failures, acts of civil or military authorities, civil
disturbances, wars, energy crises, fires, transportation
contingencies, interruptions in third-party teleco1mnunications or
Internet equipment or service, other catastrophes, or any other
occurrences which are reasonably beyond such party's control.
3.16 COMPLIANCE WITH APPLICABLE LAWS AND DISTRICT POLICIES The
Provider shall comply with any and all federal, state and local
laws, and District policies affecting the services covered by this
Agreement. Such laws may include, but are not limited to the
following: a) Family Educational Rights and Privacy Act (FERP A);
b) Protection of Pupil Rights Amendment (PPRA); and/or Health
Insurance Po1iability and Accountability Act of 1996 (HIPP A).
District policies may be obtained at www.irvingisd.net under Board
of Trustees/District Policies.
3.17. M/WBE PLAN Women and minority owned businesses, and
historically underutilized businesses (HUB), shall have equal
access as compared to other vendors, to competitive bidding,
competitive sealed proposals, and requests for proposals as defined
by the Texas Education Code 44.031.
The term women or minority owned business shall mean a business
in which at least 51 percent of the ownership and management is by
minority group members or women owned, or in the case of a publicly
owned business, at least 51 percent of the stock is owned and
managed by minority group members or women, or as otherwise defined
by federal law. Minority groups shall include African Americans,
Hispanic Americans, Native Americans, Asian-Pacific Americans, and
Asian-Indian Americans, or as otherwise defined by federal law. The
District shall accept HUB certification from the comptroller of
public accounts or D/M/WBE from any established certification
organization or the District's women or minority owned business
affidavit procedure."
END OF SECTION
-
SCOPE OF SERVICES AND PERFORMANCE REQUIREMENTS
4.1 PERIOD OF PERFORMANCE
Upon award for one (1) year, with the District's option to renew
annually through the 2020-
2021 School Year.
It is the intent oflrving Independent School District to
multiple providers in order to cover the variety of professional
development needs throughout the district.
4.2 ABOUT IRVING ISD
Irving Independent School District ("Irving ISD" or "the
"District"), has an emollment of approximately 35,000 students. The
District has 3 early childhood schools, 20 elementary schools, 8
middle schools, 5 high schools, and 5 student centers.
Irving ISD employs approximately 4,500 staff, which covers
teachers and administrators at all of the schools and
Administration offices. Irving ISD is governed by the Board of
Trustees and its Superintendent of Schools. (Seven (7)
trustees)
Additional information about Irving ISD and Irving ISD CmTiculum
can be obtained from the District's website at
https://www.irvingisd.net/.
A sample oflrving ISD's Academic Directory may be viewed on the
District's website:
https://www.irvingisd.net/ site/Default. aspx ?Page Type= 1
&S iteID=4&ChannelID=50&Dir ectoryType=6
Professional Development Department
The Professional Development department oversees all items
related to professional learning. The Irving ISO Professional
Development team works with all district administrators, campus
administrators and lrving ISD staff to ensure state and local
procedures are set up for effective professional development.
-
SCOPE OF PROPOSAL
4.3 Irving ISD is accepting Proposals from qualified Individuals
and Consultants to provide services to compliment and augment the
Professional Development program for Staff and Administrators on an
"As Needed" basis. Multiple providers will be awarded to meet the
comprehensive professional development needs of the district.
4.4 A sample master contract for professional services is
included in this RFP and may be executed with the successful firms
and individuals as a result of this process.
Authors, Speakers, & Presenter List a minimum of three (3)
references for Texas school districts and similar previous clients
similar in size and scope for which the proposer has provided
requested services.
Identify the specific individual(s) who would serve the district
as a primary point of contact and was responsible for the service
of the Proposer.
1. References: Name Telephone Number
2. Proposer's principal place of business (or main corporate
office) is located in (state). ----
2.1. Proposer's principal place of business is located within
the boundaries Yes D No D of the Irving Independent School
District?
2.2 Does your firm employ at least 500 persons in the state of
Texas? Yes D No D
Authors Questionnaire
3. Author name
List titles author has written with publisher and copyright of
each
Title Publisher
List the vendors from whom your book titles can be
purchased.
© Date
-
Provide a brief synopsis of your author presentation.
Parameters of your author visits:
Time School Should Allow Per Session -----------
Age or Grade of Students Recommended as Audience
-------------
Max Number of Students per Session __________________ _
Topic(s) Author Addresses in Presentation _________________
_
List any other requirements or parameters for your sessions
Pricing Structure Cost per session or cost per day? Provide
details:
List any other costs and/or requirements associated with your
presentation I visit.
List any technology required for your visit that the school
should provide.
If there are other requirements for a school visit, list
here.
Will the author sign books? YES NO Will the author sell his own
books at the school? If yes, provide details
SKYPE Does the author do a skype- visit? YES NO
YES NO
If the author does a SKYPE visit, provide the details, including
cost and times and any other pe1iinent info for scheduling.
-
Cost per session ____________ _ ___ _ _
Amount of Time for session ------------~
Number to call regarding Skype visit
PrefeITed Times of Day for Skype Visits
PrefeITed Student Age ___ ______ ______ _
Preferred Number of Students -------------
Topic Info for Skype visit
Author Contact Info - circle preferred method of initial
contact
EMAIL:
PHONE:
MAILING ADDRESS: --------------~
-
SPEAKERS & PRESENTERS QUESTIONNAIRE
Speaker Responsibilities • Provide high quality educational
presentations. • Engage attendees through audience participation
and discussion. • Coordinate with staff regarding any special
equipment needs. • Promote your participation in the event on your
social media sites. • Provide own printed pieces and/or promotional
collateral • Provide all handouts, if any, for district personnel •
Presenters must have expertise in the topics being presented and
demonstrate their ability to
tailor their session to meet district needs. • Presenter
qualifications- must have experience in presentation and workshop
facilitation. • Program design and materials must be high quality
and clearly organized. • Presenter must be willing to volunteer
his/her time and resources to design and deliver the
presentation.
1. Who in the school district would benefit from your
presentation?
2. What size audience would benefit from your presentation?
3. Have you presented this program before at Irving ISD or
another Texas School District?
r Yes r No
4. Will you provide take-away materials/handouts? * r Yes r
No
5. Will you use visual aids? * r Yes r No
6. Are you willing to travel? * r Yes r No
-
7. List any Certifications possessed:
8. Describe your Business Products and/or services or your
proposed topic area(s) in which you have expertise
9. Describe your experience as a practitioner and/or presenter
in your proposed topic area(s)
10. What experience have you had as a speaker? Please attach
Resume of all potential speakers/presenters with general
information about their speaking engagements in the last two years,
particularly in educational institutions (Name of organization,
topic, who was the audience?)
11. From the list below indicate at least two (2) Educational
Methodologies that is utilized in your workshop
1. Didactic/Lecture - conveys course content, concepts,
principles and relevant research 2. Discussion - provides a forum
for presenting and sharing ideas, feedback, and
responses to questions while demonstrating understanding of
activity content and concepts
3. Case Study - Provides learners with the value of seeing
situations in context and "through students' eyes" and oppmiunity
to analyze and assess the quality and impact of a student-teacher
interaction
4. Role-Play - provides simulation exercises for the purpose of
applying newly learned skills and opportunities for learners to
appreciate the student experience
5. Small Group Presentation - provides forum for exchanging
thoughts, opinions, skill, and reaching consensus
6. Small Group Exercise - strengthens learners' ability to
retain information through social interaction involved with
cooperative learning
12. Compensation:
Fee(s)
Provide a fee structure for half and full day services or hourly
rate and travel expenses below. Also pricing for any/all manuals,
course documentation, & other materials that pertain to each
service shall be provided in your RFP submittal, clearly marked for
evaluation purposes (if not included in the Yi day full day pricing
below).
$ ______ 112 day (# of hours: 1),
$ _____ full day (# of hours ~) OR
$ ______ per hour
-
If you have a different pay rate/schedule, please convert it
into price per 4 - . - -hours for Yi day and 8 hours for a full
day. Failure to do this may result in the disqualification of your
proposal.
Travel Included: _Yes _No,$ _____ Travel expenses (Note per
day/hour/miles)
Required Forms
Required Forms
1. Agreement funded by US Federal Grant 2. Deviation/Compliance
Signature Fann
3. Confidentiality Declaration Fom1 4. Ce1iification for
Criminal History Check
5. Conflict oflnterest Compliance Fann 6. Family Conflict
oflnterest Questionnaire
ALL REQUIRED FORMS MUST BE COMPLETED, SIGNED, AND RETURNED WITH
PROPOSAL, OR THE PROPOSAL WILL BE DEEMED NONRESPONSIVE.
-
DEVIATION/COMPLIANCE SIGNATURE FORM
RFP # 18-21-872(A)
Company Name
Address City State Zip
Phone Number Fax Number
If the undersigned bidder intends to deviate from the General
Conditions Standard Terms and Conditions or Item Specifications
listed in this bid invitation, all such deviations must be listed
on this page, with complete and detailed conditions and information
included or attached. The District will consider any deviations in
its bid award decisions, and the District reserves the right to
accept or reject any bid based upon any deviations indicated below
or in any attachments or inclusions.
In the absence of any deviation entry on this form, the bidder
assures the District of their full compliance with the Standard
Terms and Conditions, Item Specifications, and all other
information contained in this Bid Invitation.
D No Deviation
D Yes Deviation If yes is checked , please list below:
-
CONFIDENTIALITY DECLARATION FORM
CONFIDENTIAL INFORMATION SUBMITTED IN PROPOSAL TO COMPETITIVE
PROCUREMENT REQUEST FOR IRVING ISD IS GOVERNED BY TEXAS GOVERNMENT
CODE, CHAPTER 552
If you consider any portion of your proposal as confidential
information and not subject to disclosure pursuant to Chapter 552
Tex. Gov't Code or other laws, you must make a copy of all claimed
confidential materials within your proposal and put this COMPLETED
form as a coversheet to said materials and place this completed
form and the copied materials in a separate envelope and include
the confidential materials envelope with your proposal submission.
(The envelope will not be opened unless a Public I11for111atio11
Request is made. You must include the confidential inforlllation in
the submitted proposal as well. The copy in the envelope is to show
IISD which lllaterial in your proposal you deem confidential only
in the event of a Public Inforlllation Request.) You must place the
following wording that is between the dotted lines on the outside
of the envelope containing the copies of the confidential
materials. You may copy, complete and affix the following to the
envelope containing the copies of the confidential materials.
Irving ISD will follow procedures of controlling statute(s)
regarding any claim of confidentiality. Pricing of solicited
products or service may be deemed as public information under
Chapter 552 Tex. Gov't Code.
This envelope contains material for our proposal that I classify
and deem confidential under Tex. Gov't Code§ 552 and I invoke my
statutory rights to said confidential treatment of the enclosed
materials:
Name of company claiming confidential status of material
Printed Name and Signature of authorized company officer
claiming confidential status of material
Address City State Zip Phone
ENCLOSED ARE COPIES OF PROPOSAL TO RFP #
PAGES OF CONFIDENTIAL MATERIAL FROM OUR
------
Express Waiver: I desire to expressly waive our claim of
confidentiality of any information contained within our proposal to
the competitive procurement process by completing the following and
submitting this sheet with our proposal Irving ISD procurement
process (e.g. RFP, CSP, Bid, RFP, etc.).
Name of company expressly waiving confidential status of
material
Printed Name and Signature of authorized company officer
expressly waiving confidential status of material
Address City State Zip Phone
-
Texas Education Code Chapter 22 Certification for Criminal
History Check
Introduction: Texas Education Code Chapter 22 requires entities
that contract with school districts to provide services to obtain
criminal history record information regarding covered employees.
Consultants must certify to the district that they have complied.
Covered employees with disqualifying criminal histories are
prohibited from serving at a school district.
Definitions: Covered employees: Employees of a consultant or
subconsultant who have or will have continuing duties related to
the service to be performed at the District 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: Any conviction or other criminal
history information designated by the District, or 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 ___ _____________________ ("Consultant"), I certify
that
[check one]: [] None of the employees of Consultant and any
subconsultants are covered employees, as defined above. If this box
is checked, I further certify that Consultant has taken precautions
or imposed conditions to ensure that the employees of Consultant
and any subconsultant will not become covered employees. Consultant
will maintain these precautions or conditions throughout the time
the contracted services are provided. Or [ ] Some or all of the
employees of Consultant and any subconsultant are covered
employees. If this box is checked, I further certify that:
(1) Consultant has obtained all required criminal history record
information regarding its covered employees. None of the covered
employees has a disqualifying criminal history.
(2) If Consultant receives information that a covered employee
subsequently has a reported criminal history, Consultant will
immediately remove the covered employee from contract duties and
notify the District in writing within 3 business days.
(3) Upon request, Consultant wi ll provide the District with the
name and any other requested information of covered employees so
that the District may obtain criminal history record information on
the covered employees.
( 4) If the District objects to the assignment of a covered
employee on the basis of the covered employee's criminal history
record information , Consultant agrees to discontinue using that
covered employee to provide services at the District.
Noncompliance or misrepresentation regard ing this certification
may be grounds fo r contract te rm ination.
Company Name Printed Name of Company Representative
Signature Date
For additional information on how to comply with this statute ,
please contact the Irving ISO Purchasing Department, 972-600-5440,
2621 West Airport Freeway, Irving , Texas 75062.
-
Notice to Vendors Conflict of Interest Disclosure Statements
. Texas Local Government Code, Chapter 176
Vendors are required to file a Conflict of Interest
Questionnaire with the District if a relationship exists between
the vendor's company and an officer of the District. Vendors are
encouraged to review and become familiar with all disclosure
requirements of Texas Local Government Code, Chapter 176.
Conflicts of interest exist if: 1. the person has employment or
other business relationship with the local government officer or a
family member
resulting in the officer or family member receiving taxable
income; or 2. the person has given the local government officer or
family member one or more gifts (excluding food, lodging,
transportation, and entertainment) that have an aggregate value
of more than $250 in the twelve month period preceding the date the
officer becomes aware of an executed contract or consideration of
the person for a contract to do business with the District.
Disclosure is required from vendors regarding each affiliation
or business relationship between the vendor and: 1. an officer of
the District; 2. an officer of the District that resu lts in the
officer or family member receiving taxable income; 3. an officer of
the District that results in the vendor receiving taxable income
that does not come from the District; 4. a corporation or other
business entity in which an officer of the District serves as an
officer or director, or holds
an ownership interest of 10% or more; 5. an employee or
consultant of the District who makes recommendations to an officer
of the District regarding the
expenditure of money; 6. an officer of the District who appoints
or employs an officer of the District that is the subject of the
questionnaire; and 7. any person or entity that might cause a
conflict of interest with the District.
Forms must be filed : 1. No later than the seventh business day
after the date that the person begins contract discussions or
negotiations
with the government entity, or submits to the entity an
application, proposal to a request for proposal or bid,
correspondence, or other writing related to a potential agreement
with the entity.
2. The Vendor also shall file an updated questionnaire: a. not
later than September 1 of each year in which a covered transaction
is pending, and b. the seventh business day after the date of an
event that would make a statement in the questionnaire
incomplete or inaccurate.
3. A vendor is not required to file an updated questionnaire if
the person had filed an updated statement on or after February 1,
but before September 1 of the year.
Officers of the Dallas Independent School District are:
Randy Randle, Board President, (District 7) Steven Jones, Vice
President (District 1) Larry Stipes, Secretary (District 3) Nell
Anne Hunt (District 2) Dinesh Mali (District 4) Lee Mosty,
(District5) Randy Necessary (District 6) Jose L. Parra, Ecl.D.,
Superintendent of Schools
If you are required to file, send the completed form to Irving
Independent Schoo l District, Purchasing Depatiment, 2621 West
Airport Freeway, Irving, Texas 75062.
-
CONFLICT OF INTEREST QUESTIONNAIRE FORM For vendor or other
person seeking to do business with local governmental entity
CIQ
(Required Field)
Name of Person Completing Form: (Required Field)
Name of Company Completing Form:
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 Date Received: I I the person 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 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.
L!J Name of person who has a business relationship with local
governmental entity.
~ Check this box if you are filling an update to a previously
filed questionnaire. IJ (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.)
l2.J Name of local government officer with whom filer has
employment or business relationship:
I (List Name of Officer in space provided above) If naming
government officer above, completion of A, 8, C & D below is
required. If no conflict, check box at line 4 below.
This section (item 3 including subparts A, B, C & D) must be
completed for each officer with whom the filer has affiliation or
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?
D Yes O 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?
D Yes ONo 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?
D Yes O NO D. Describe each employment or business relationship
with the local government officer named in this section.
~ n Check here if you are NOT reporting a conflict with any
government officer of Irving ISD 2J
Signature (Required) Date
-
NOTIFICATION OF NO CONFLICT OF INTEREST RFP # 18-21-872(A)
Irving ISO 2621 West Airport Freeway
Irving, TX 75062
If applicable, please sign and return this form to the attention
of:
Jerome Pilgrim, Director of Purchasing (at the above
address)
Irving ISD requires this notificat ion to document the
Proposer's acknowledgement ofrequirements of Texas Govermnent Code,
Section 176.00 of the Texas Local Govermnent Code for disclosure of
Conflicts of Interest. Submission of this form is an affidavit that
the Proposer submitting this form is stating that no conflict
exists, as detailed in Texas Local Government Code Section 176.006
(a).
This form is in addition to any other reporting requirement
required under Texas state law and does not supplant any additional
reporting requirements.
Company (Print or Type) Phone Fax
Signature Date
Printed Name & Title of Signature
THIS PAGE MUST BE RETURNED WITH THE RFP (If applicable)
-
G FAMILY CONFLICT OF INTEREST QUESTIONNAIRE RFP # 18-21-
872(A)
This Questionnaire must be completed by every individual or
entity that contracts or seeks to contract with the District for
the sale or purchase of property, goods, or services.
The questionnaire(s) required by this policy shall be filed with
the Senior Buyer not later than the seventh (7TH) business day
after the date that the individual or entity begins contracts
discussions or negotiations with the District or submits to the
District an application, proposal to a request for proposals or
bids, correspondence, or other writing related to a potential
agreement with the District. If the individual or entity becomes
aware of new facts or change of facts that would make the completed
questionnaire(s) inaccurate, the individual or entity shall file an
amended questionnaire(s) within seven (7) days of the date the
individual or entity first learned of the new facts or changes in
facts .
Family or family relationship means a member of an individual '
s immediate family, including spouse, parents, children (whether
natural or adopted), aunts, uncles, and siblings .
For individuals who contract or seek to contract with the
District for the sale or purchase of any property, goods, or
services: Identify each and every family relationship between
yourself (and any member of your family) and any full-time District
Employee (and any member of such employee's family) (please include
name and sufficient infornrntion that will allow proper
identification of any named individual):
For entities that contract or seek to contract with the District
for the sale or purchase of property, goods, or services: Identify
each and every full-time District employee (and any member of the
employee's family) who serves as an officer or director of the
entity, or holds an ownership interest of 10 per cent or more in
the entity (please include name and sufficient information that
will allow proper identification of any named individual):
If more space is required please attach a second page. If the
answer to any question is none, or not applicable, please write
"None" or "Not Applicable" in the space reserved for that answer.
"I ce1iify that the answers contained in this questionnaire are
true and correct."
Date: ________ _
Entity: _______________ _
By: _____________ _ Date:
-
AGREEMENT FUNDED BY U.S. FEDERAL GRANT (NON-CONSTRUCTION
CONTRACTS)
The Irving Independent School District ("the District") is
required to obtain certain certifications from organizations
receiving District payments paid from federal funds budgets.
Pursuant to Circular A-110, all contracts, including small
purchases, awarded by the District and the District's
sub-contractors shall contain the procurement provisions of
Appendix A to Circular A-110, as applicable. Accordingly, the
parties agree that the following tenns and conditions apply to the
agreement, dated [date] (the "Agreement"), between the District and
[name of vendor] ("Vendor") in all situations where the vendor has
been paid from federal funds.
1. Equal Employment Opportunity - In fulfilling its obligations
under the Agreement, Vendor shall comply with E.O. 11246, "Equal
Employment Opportunity," as amended by E.O. 11375, "Amending
Executive Order 11246 Relating to Equal Employment Opportunity,"
and as supplemented by regulations at 41 CFR pmi 60, "Office of
Federal Contract Compliance Programs, Equal Employment Opp01iunity,
Department of Labor."
2. Rights to Inventions Made Under a Contract or Agreement - To
the extent that the Agreement requires the performance of
experimental, developmental or research work, Vendor agrees that
the District shall have rights in any resulting invention in
accordance with 37 CFR pmi 401, "Rights to Inventions Made by
Nonprofit Organizations and Small Business Firms Under Govermnent
Grants, Contracts and Cooperative Agreements," and any implementing
regulations issued by the District from which received financial
assistance to carry out the work contemplated by the Agreement.
3. Clean Air Act (42 U.S.C. § 7401 et seq.) and the Federal
Water Pollution Control Act (33 U.S.C. § 1251 et seq.), as amended
- In the event that the fees payable to Vendor under the Agreement
exceed $100,000, Vendor agrees to comply with all applicable
standards, orders or regulations issued pursuant to the Clean Air
Act (42 U.S.C. § 7401 et seq.) and the Federal Water Pollution
Control Act as amended (33 U.S.C. § 1251 et seq.). Violations shall
be reported to the Awarding Agency and the Regional Office of the
Enviromnental Protection Agency (EPA) .
4. Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352) - In the
event that the fees payable to Vendor under the Agreement exceed
$100,000, vendor shall file the certification required under 31
U.S.C. § 1352. Each tier shall certify to the tier above that it
will not and has not used Federal appropriated funds to pay any
person or 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 shall also disclose
any lobbying with non-Federal funds that takes place in connection
with obtaining any Federal award. Such disclosures shall be
forwarded from tier to tier up to the vendor.
5. Debarment and Suspension (E.O.s 12549 and 12689) - Vendor
certifies that it and its principal employees are not listed on the
General Services Administration's List of Parties Excluded from
Federal Procurement or Non- Procurement Programs in accordance with
E. O.s 12:549 and 12689,. ''Debarment and Suspension." This list
contains the names of parties debarred, suspended or otherwise
excluded by agencies, and contractors declared ineligible under
statutory or regulatory authority other than E.O. 12549.
Contractors with awards that exceed the small purchase tlu·eshold
shall provide the required certification regarding its exclusion
status and that of its principal employees.
-
6. Access to Records - Vendor agrees that the Inspector General
of the District or any - - - - of their duly authorized
representatives shall have access to any books, documents, papers
and records of the Vendor that are directly pertinent to Vendor's
discharge of its obligations under the Agreement for the purpose of
making audits, examinations, excerpts and transcriptions.
7. Applicability to Subcontractors - Vendor agrees that all
contracts it awards pursuant to the Agreement shall be bound by the
foregoing ten11S and conditions.
Company or Individual Name
Corporate Officer's Signature
Printed Name
Street Address
City, State and Zip Code
