1. law, govt and politics
2. government
3. legislative

Harris County Department
of Education (HCDE)
RFP Cover Sheet
Job No.:
08/037JC
Due Date:
8/15/08
DUE NO LATER THAN 1:00 P.M.
LATE BIDS WILL NOT BE ACCEPTED
Request for Proposal (RFP) for: Compact Construction Equipment for Harris County
Department of Education (HCDE) and the Purchasing Cooperative.
PLEASE NOTE
Carefully read entire proposal document
and specifications. Complete all forms
submit your bid with all appropriate
supplements.
Please submit your hard copy proposal in a
sealed envelope with job no., description,
and marked “SEALED PROPOSAL”.
RETURN PROPOSAL TO:
Attn: Jack Cutting – Purchasing
Harris County Department of Education
6300 Irvington Blvd., Room 226
Houston, TX 77022-5618
For additional information contact Jack Cutting at (713) 696-0744
You must sign below in INK, failure to sign WILL disqualify the offer. 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 HCDE
Board has approved the award.
ACCEPTED BY: __________________________
HCDE Board Approval
Page 1 of 28
DATE: ________________
TABLE OF CONTENTS
Items checked below represent components which comprise this bid/proposal package. If the item IS NOT checked, it
is NOT APPLICABLE to this bid/proposal. Offerors are asked to review the package to be sure that all applicable
parts are included. If any portion of the package is missing, notify the Purchasing Department immediately.
It is the Offeror's responsibility to be thoroughly familiar with all Requirements and Specifications. Be sure you
understand the following before you return your bid packet.
__X__ 1.
Cover Sheet (page 1)
Your company name, address, the total amount of the bid/proposal, and your signature (IN INK)
should appear on this page.
__X__ 2.
Table of Contents (page 2)
This page is the Table of Contents.
__X__ 3.
Terms and Conditions (page 3-5)
You should be familiar with all of the requirements.
__X__ 4.
Specifications (page 6-10)
This section contains the detailed description of the product/service sought by the HCDE.
__X__ 6.
Price Delivery Information (page 11)
__X__ 7.
Attachments (Submittals)
Page 2 of 28
__X__ a.
Proposal Submission Form (page 12)
__X___ b.
Felony Conviction Notice (page 13)
__X__ c.
Bid Certification Sheet (page 14)
__X__ d.
No Response Form (page 15)
__X__ e.
References (page 16)
__X__ f.
Minimum Insurance Requirements (page 17)
__X__ g.
Compact construction equipment Questionnaire (page 18-19)
__X__ h.
Conflict of Interest Questionnaire (page 20-21)
__X__ i.
HUB Certification (page 22)
__X__ j.
W-9 Form (page 23-24)
__X__ k.
Client Member List (page 25-27)
__ X__ l.
Antitrust Certification (page 28)
TERMS AND CONDITIONS
ASSIGNMENT - Any award made as a result of this solicitation, may not be transferred,
assigned, subcontracted, mortgaged, pledged, or otherwise disposed of or encumbered in
any way by the vendor.
CANCELLATION – HCDE reserves the right to cancel this solicitation. (See paragraph
“Financial Responsibility”).
CHANGES - Any changes to the requirements specified herein will be communicated to
all proposers by the issuance of an addendum. All proposers shall comply with the
requirements specified in any addendum issued by HCDE.
CUSTOMER REFERENCE LIST – The proposer may be required to submit a
customer reference list.
CONTRACT TERM – The initial term of the contract will be for a period of one (1)
year with HCDE having the option to renew the contract four (4) additional years in one
(1) year increments. Consequently, the total term of the contract may be for a period of
five (5) years. Because all services will be provided on an “as needed” basis, HCDE
makes no representation either orally or in writing to the amount of temporary services
HCDE will use during the term of the contract(s).
DISQUALIFICATION - A proposer may be disqualified before or after the proposals
are opened, upon evidence of collusion with the intent to defraud, or perform other illegal
activities for the purpose of obtaining an unfair competitive advantage.
EQUAL OPPORTUNITY – It is the policy of HCDE not to discriminate on the basis of
race, color, national origin, gender, limited English proficiency or handicapping
conditions in its programs.
EXCEPTIONS – Proposers are responsible for identifying any exceptions to the
requirements specified herein. Any exceptions must be noted on the proposer’s letterhead
and returned with the proposal. Proposals, which are qualified with conditional clauses,
items not called for, or irregularities, may be considered non-responsive by HCDE.
FOB – All shipments shall be FOB destination full freight allowed in Houston, TX &
adjoining counties. Shipments outside of this area will be FOB Shipping Point pre-paid
and add.
FINANCIAL RESPONSIBILITY – HCDE assumes no financial responsibility for any
costs incurred in developing and submitting a proposal.
FORMAT –Proposals shall include one (1) original complete proposal and two (2)
copies. Proposers are responsible for ensuring their proposal is received at the time and
place specified on the cover page. HCDE is not responsible for proposals that arrive late,
or proposals that do not have all the required information.
Page 3 of 28
INDEMNIFICATION - The vendor shall indemnify and hold harmless HCDE from all
liabilities, costs, expenses, attorney fees, fines, penalties or damages for any or claimed
infringement of any patents, trademarks, copyright or other corresponding right(s) which
is related to any item the vendor is required to deliver. The vendor’s obligation to this
clause shall survive acceptance and payment by HCDE.
INSURANCE – The successful proposer shall be required to provide HCDE with copies
of certificates of insurance, named as additional insured, Texas Workman’s
Compensation and General Liability Insurance.
INTERPRETATION – This solicitation represents the basis for any award, and
supersedes all prior offers, negotiations, exceptions and understandings (whether orally or
in writing). The information submitted should be self-explanatory and not require any
clarification or additional information.
INVOICES – HCDE and cooperative members will be invoiced directly; payment terms
are net thirty (30) days.
PENALTIES- If a successful proposer is unable to provide the awarded items at the
quoted prices, after the proposal has been opened, HCDE may take the following
action(s):
• Insist the successful proposer honor the quoted price(s) specified in their
respective proposal;
• Have the successful proposer pay the difference between their price, and the price
of the next acceptable proposal (as determined by HCDE);
• Recommend to HCDE’s Board of Trustees the successful proposer no longer be
given the opportunity to submit a proposal to HCDE.
PERFORMANCE - The successful proposers will use best efforts to provide the
services mutually agreed upon.
POSTPONEMENT - The time and place established for the receipt of the proposals will
not be changed unless otherwise specified (in writing) by HCDE’s Director of
Purchasing.
PRICES- HCDE and the Purchasing Cooperative has a preference for firm pricing
during the contract period. However due to market conditions, a price escalation/deescalation is being allowed as follows:
A. Semi-annual basis only- Prices may be adjusted after six months from the start of
the contract and at the time of the annual renewal.
B. Contractor shall need to notify Buyer of increase at least 30/days before escalation
takes place.
Page 4 of 28
C. Letter from manufacture (on manufactures letterhead) stating the price
increase/decrease signed and dated along with a HCDE Price Adjustment form
attached.
D. Contractor shall only pass along manufactures’ increase/decrease. Contractor’s
original profit margin in actual dollars shall remain the same.
All prices quoted shall be inclusive of a two percent (2%) participation fee to be
remitted to HCDE, based on actual sales generated by the members of HCDE’s
Purchasing Cooperative.
PROFESSIONAL SERVICE CONTRACT – The successful proposers will be
required to complete a Professional Service Contract.
QUESTIONS – Questions regarding the requirements specified in this solicitation must
be faxed to (713) 694-0732 attn: Jack Cutting no less than three (3) working days
before the proposals are due. Questions must be sent on the proposer’s letterhead, dated
and signed by an authorized representative of the proposer’s company. HCDE will not
answer verbal questions. Any responses to the proposer’s questions will be reduced in
writing by HCDE and provided to all proposers.
QUALITY - Any order issued as a result of this solicitation will conform to the
specification and descriptions identified herein. Unless otherwise specified, the vendor
will not deliver substitutes without prior authorization.
RESPONSIBLE PROPOSER - A responsible proposer is a proposer who has adequate
financial resources (or the ability to obtain such resources), can comply with the delivery
requirements (taking into consideration existing business commitments), and is a
qualified and established firm regularly engaged in the type of business that provides the
items listed herein.
RESPONSIVE PROPOSAL - Refers to a proposal that complies with all material and
administrative aspects of this solicitation.
RETURN OF PROPOSALS – Proposals once submitted will not be returned.
TAXES - HCDE is tax – exempt. Proposals prices should not include taxes.
TERMS – Payment terms on all invoices are Net 30 days
TIE PROPOSALS - Should a tie occur (i.e., unit price is the same) between a nonresident proposer and a Texas resident proposer, Purchasing will make an award to the
Texas resident proposer, as defined in Vernon’s Annotated Civil Statues Article 601g,
Sections 1 and 2.
TITLE AND RISK OF LOSS - The title to any item shall pass upon acceptance or
payment, whichever is later.
Page 5 of 28
SPECIFICATIONS
Request for Proposal (RFP) for: Compact Construction Equipment and related
items for Harris County Department of Education (HCDE) and the Purchasing
Cooperative.
BACKGROUND
The intention of this Request for Proposal (RFP) is to solicit proposals for compact
construction equipment and related items for Harris County Department of Education
(HCDE) and the Purchasing Cooperative.
HCDE represents over 80 school districts and 30 plus private education facilities that are
eligible to participate in this catalog discount price program. Each school district would
be autonomous and be responsible for issuing their own purchase orders and paying their
own invoices.
This contract will be made available to our members in Harris County, adjoining counties
and also statewide in Texas (see Attachment k for membership list).
HCDE is utilizing the Request for Proposal (RFP) method for the procurement of this
service in accordance with Texas Governmental Code Section 44.031 Purchasing of
Contracts, Item (3) Request for Proposals.
For information regarding the proposal process, contact Jack Cutting of the Purchasing
Division at (713) 696-0744.
TIME TABLE OF RFP:
Job advertised – 7/18/08 & 07/21/08
Proposals due – 8/15/08
Estimated award – 9/16/08
IDEAL CONTRACTOR
The ideal contractor shall be a full line distributor of compact construction equipment and
related items. Contractor shall have the ability to sell, maintain and service equipment.
Contractor shall be large enough, have a distribution network or alliances to sell
statewide in Texas.
MINIMUM QUALIFICATIONS
Minimum contractor qualifications are listed below:
1. In business for at least 5 years working with government agencies.
2. Able to provide sales, service and maintenance.
3. Be a stocking distributor with sales office.
Page 6 of 28
DESCRIPTION
HCDE and the Purchasing Cooperative members are looking to obtain pricing on the
following equipment:
I.
Ditch Witch mini skid steer, Model SK650 or equivalent.
Specification:
ƒ 3 cylinder liquid cooled diesel engine, Kubota D1105-T or equal
ƒ Minimum 30-35 net engine horsepower
ƒ Rated speed of 2800- 3200 RPM
ƒ Fuel capacity of 7-10 gallons
ƒ Engine oil capacity 4-5 quarts
ƒ Hydraulic reservoir 6-8 gallons
ƒ Battery SAE reserve capacity rating of 100-120 minimum
ƒ Battery SAE cold crank rating @ zero degrees F of 700-900 amps
ƒ 12 volt electrical system
ƒ Ground drive speed of 3-5 MPH
ƒ Auxiliary gear pump pressure of 13-14 GPM at 3000 PSI
ƒ Ground Drive dual hydrostat flow rate 16-17 GPM at 2500 PSI
ƒ Overall weight 2500-2800 LB
ƒ Overall height 50-55 IN
ƒ Overall length 80-85 IN
ƒ Tipping Capacity of 1800-2000 LB
ƒ Wheelbase/track length 40-45 IN
ƒ Track width 40-45 IN
II.
Ditch Witch trencher, Model 1330 or equivalent.
Specification:
ƒ 4 stroke overhead valve air cooled gasoline engine, Honda GX390 or
equal
ƒ Manufacturers power rating 10-15 HP
ƒ Rated Speed 3600 RPM
ƒ Hydraulic two speed power train infinitely variable
ƒ Pump drive direct from the engine
ƒ Digging chain 33,000-35,000 lb. test
ƒ Digging chain speed 250-300 FPM
ƒ Spoils handling drive mechanical, attached to and rotates with head shaft
ƒ Spoils handling auger size outer diameter 11-13 IN
ƒ Spoils handling auger size inner diameter 3-5 IN
ƒ Tires 16 x 6.50-8 28 PSI
ƒ Hydraulic drive pump capacity 7-8 GPM
ƒ Hydraulic filtration return flow 10 micron nominal
ƒ Hydraulic cylinders boom lift double action
ƒ Fuel tank capacity 1-2llons
ƒ Engine oil capacity 2-3 pints
ƒ Hydraulic reservoir 4-5 gallons
Page 7 of 28
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
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Hydraulic system 4-6 gallons
Trench depth 30-40 IN
Trench width 4-6 IN
Transport height 40-50 IN
Transport length 80-90 IN
Wheel base 30-40 IN
Battery 200-250 amps
III.
Ditch Witch directional drill, Model JT1220 or equal.
Specification:
ƒ Overall length 180-190 IN
ƒ Overall width 50-55 IN
ƒ Overall height 75-80 IN
ƒ Drilling unit overall mass 9600-9800 LB
ƒ Entry angle 10-15 degree
ƒ Power pipe nominal length 110-130 IN
ƒ Power pipe diameter 1.5-2.0 IN
ƒ Power pipe bend radius minimum 100-110 FT
ƒ Power pipe weight lined 50-60 LB
ƒ Spindle speed maximum 170-200 RPM
ƒ Spindle torque maximum 1300-1500 FT LB
ƒ Carriage thrust travel speed 150-160 FPM
ƒ Thrust force 9,000-11,000 LB
ƒ Pullback force 11,000-13,000 LB
ƒ Bore diameter 3.5 IN
ƒ Ground travel speed forward and reverse 2.5-3.0 MPH
ƒ 4 cylinder liquid cooled diesel engine Cummins B3.3 or equal
ƒ Manufacturer’s gross power rating 55-65 HP
ƒ Rated speed of engine 2100-2300 RPM
ƒ Drilling fluid pressure maximum 1200-1300 PSI
ƒ Drilling fluid flow maximum 14-16 GPM
ƒ Hydraulic reservoir capacity 16-18 GAL
ƒ Fuel tank capacity 18-20 GAL
ƒ Battery SAE reserve capacity rating 190-200 MINUTES
ƒ Battery SAE cold crank rating @ zero degrees F 900-1000 AMPS
IV.
Ditch Witch vacuum excavator, Model FX 30 or equal.
Specification:
ƒ Overall length 200-205 IN
ƒ Overall height 90-95 IN
ƒ Overall width 95-100 IN
ƒ Deck height 15-20 IN
ƒ Dry weight 5200-5300 LB
ƒ Weight with full tanks 9900-10,000 LB
ƒ Tank length 65-70 IN
ƒ Tank diameter 45-55 IN
Page 8 of 28
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
V.
Drain valve size 5-7 IN
Inlet valve size 3-5 IN
3 cylinder liquid cooled diesel engine, Kubota D1105-ES or equal
Manufacturers gross power rating 25-30 HP
Rated speed 2800-3200 RPM
Hydraulic system pressure 2400-2600 PSI
Hydraulic system drive type 12-vold DC power
Tank lift cylinder size 2.5-3.0 IN
Maximum tilt angle 45 degree
Time to tilt fully up 20-25 SEC
Time to tilt fully down 18-20 SEC
Battery 78U, 12 VOLT
Battery SAE reserve capacity 100-120 MINUTES
Battery SAE cold crank rating @ zero degree F 700-900 AMPS
Related Items
Related items are those items such as other equipment not listed above your
company sells, parts, consumables (oils, lubricants, cleaners, etc.) accessories
that are used with your equipment. Related items are all those other items in
your catalog. HCDE would like to obtain a discount off of these items.
Please note as your company adds new manufacturers they will also become
part of the related items mix. These new manufacturers will be added on a
quarterly basis. Quarters will follow the fiscal year September 1 through
August 31.
VI.
Page 9 of 28
Maintenance
Contractors shall provide a discount off published maintenance service shop
rate. Contractor shall include a copy of published maintenance service shop
rate with proposal.
EVALUATION CRITERIA
Proposals will be evaluated based on the criteria listed below corresponding to requested
scope of services:
1. Price
.
2. Reputation of Vendor
3. Quality of Vendor’s Service
4. Extent to which service meets HCDE needs
5. Vendor’s past relationship with the HCDE
6. Impact on historically underutilized businesses
7. Total long term cost to HCDE
8. Previous work with governmental agencies
Total
65 pts
5 pts
5 pts
5 pts
5 pts
5 pts
5 pts
__5 pts
100 pts
HCDE is looking to make multiple awards to companies that receive a minimum of 70
points on the evaluation score and meet HCDE specifications. The proposal shall remain
confidential information until an award decision has been made. After the award has
been made, all proposers will be allowed to view proposal results or request bid
tabulation results.
Page 10 of 28
PRICE DELIVERY INFORMATION
I.
Offeror must complete the open boxes using information supplied in the
description section listed above.
Proposer:
Item
Description
I.
II.
III.
IV.
Unit of
Measure
Qty.
Ditch Witch mini skid
steer, Model SK650 or
equivalent
Ea.
1
Ditch Witch trencher,
Model 1330 or
equivalent
Ea.
1
Ea.
1
Ea.
1
Ditch Witch directional
drill, Model JT1220 or
equivalent
Ditch Witch vacuum
excavator, Model FX30
or equivalent
Unit Price
Percentage
off
Catalog/Shop
Rate
VI.
VII.
II.
Related Items and
Accessories
Maintenance Service
Payment Terms: Please provide your payment terms in the space below:
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
Page 11 of 28
Attachment a.
PROPOSAL SUBMISSION FORM
RFP NO. 08/037 JC
Compact Construction Equipment and related items
for Harris County Department of Education
Please Print
Whereas on the _____________ day of _____________________________, 2008 (print name of
company)
___________________________________________________________________________
reviewed
has
RFP 08/037 JC and has responded in accordance with the terms and conditions therein:
______________________________________
_____________________________________
Street Address
City, State, Zip Code
______________________________________
_____________________________________
Telephone Number
Fax Number
______________________________________
______________________________________
Name of Authorized Individual
Signature of Authorized Individual
Page 12 of 28
Attachment b.
FELONY CONVICTION NOTICE
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 an agreement
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 the agreement 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 agreement”
Note: 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 or Typed):_________________________
A)
My firm is a publicly-held corporation, therefore the above reporting requirement
does not apply
Signature of Company Official:______________________________________________
B)
My firm is not owned nor 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 individuals:_______________________________________________________
Detail of Conviction(s):____________________________________________________
________________________________________________________________________
________________________________________________________________________
Page 13 of 28
Attachment c.
BID CERTIFICATION SHEET
In order for a bid to be evaluated and considered, the following information must be
provided.
As defined by Texas House Bill 602, a "nonresident bidder" means a bidder whose
principal place of business is not in Texas, but excludes a contractor whose ultimate
parent company or majority owner has its principal place of business in Texas.
I certify that my company is a "resident bidder":
Signature:___________________________ Date:_____________________
-----------------------------------------------------------------------------------------------------------If you qualify as a "nonresident bidder," you must furnish the following information:
What is your resident state? (The state your principal place of business is located)
______________________________________________________________
Address (include City, State and Zip Code)
(A) Does your "residence state" require bidders whose principal place of business is in
Texas to underbid bidders whose residence state is the same as yours by a prescribed
amount or percentage to receive a comparable contract? "Residence State" means the
state in which the principal place of business is located. Yes______ No______
(B) What is the amount or percentage?__________%
I certify that the above information is correct:
_______________________________________ _________________________
Typed Name
Position
______________________________________
Company Name
Page 14 of 28
Attachment d.
NO RESPONSE FORM
RFP NO. 08/037 JC
Compact Construction Equipment and related items County Department of Education
(HCDE)
Please Print
Whereas on the ___________ day of ____________________, 2008 (print name of company)
__________________________________________________________________________
has reviewed HCDE’s solicitation No. 08/037 JC, and elects not to submit a proposal:
______________________________________________
Street Address
______________________________________________
City, State, Zip Code
______________________________________________
Telephone/Fax Number
______________________________________________
Name of Authorized Individual
___________________________________________
Signature of Authorized Individual
Page 15 of 28
Attachment e.
References
Please provide at least three (3) references (co. name, address, telephone no. and contact)
that have used your compact construction equipment in the last 3-4 years.
A. ______________________________
______________________________
______________________________
______________________________
B. _______________________________
_______________________________
_______________________________
_______________________________
C. ________________________________
________________________________
________________________________
________________________________
Page 16 of 28
Attachment f.
Minimum Insurance Requirements
•
The contractor shall, at all times during the term of this contract, maintain insurance
coverage with not less than the type and requirements shown below. Such insurance is
to be provided at the sole cost of the contractor. These requirements do not establish
limits of the contractor's liability.
•
All policies of insurance shall waive all rights of subrogation against HCDE, its officers,
employees and agents.
•
Upon request, certified copies of original insurance policies shall be furnished to HCDE.
•
HCDE reserves the right to require additional insurance should it be deemed necessary.
A. Workers' Compensation (with Waiver of subrogation to HCDE) Employer's Liability,
including all states, U.S. Longshoremen, Harbor Workers and other endorsements, if
applicable to the Project.
Statutory, and Bodily Injury by Accident: $100,000 each employee. Bodily Injury by
Disease: $500,000 policy limit $100,000 each employee. HCDE shall be named as
"additional insured" on workers’ compensation policy.
B. Commercial General Liability Occurrence Form including, but not limited to, Premises
and Operations, Products Liability Broad Form Property Damage, Contractual Liability,
Personal and Advertising Injury Liability and where the exposure exists, coverage for
watercraft, blasting collapse, and explosions, blowout, catering and underground
damage.
$300,000 each occurrence Limit Bodily Injury and Property Damage Combined
$300,000 Products-Completed Operations Aggregate Limit $500,000 Per Job Aggregate
$300,000 Personal and Advertising Injury Limit. HCDE shall be named as "additional
insured" on commercial general liability policy.
C. Automobile Liability Coverage:
$300,000 Combined Liability Limits. Bodily Injury and Property Damage Combined.
HCDE shall be named as "additional insured" on automobile policy.
Page 17 of 28
Attachment g.
Compact Construction Equipment Questionnaire
(add additional sheets if necessary)
1. How long has your company been in business providing compact construction
equipment and related items?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
2. Does your company have a will call area?
__________________________________________________________________
__________________________________________________________________
3. How long has your company been selling the product line that your are submitting
a catalog discount price on to education and government entities.
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
4. Where will the majority of your products ship from?
__________________________________________________________________
__________________________________________________________________
5. How do you monitor quality control with regard to orders taken and shipped?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
6. Do you have factory trained technicians that can service the product you sell?
__________________________________________________________________
__________________________________________________________________
7. Are all of your technicians factory trained, if so, how many hours of training do
they receive a year?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
Page 18 of 28
8. What are you hours of service Monday through Friday?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
9. What are your after hours of service Monday through Friday and on weekends?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
10. What else would you like to tell us about your company’s service that sets your
company apart from other competitors?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
11. Do you have service technicians in Harris County, Texas?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
12. Is your company able to service Harris County, adjoining counties and the State
of Texas?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
13. Tell us where all your company has sales offices in the State of Texas?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
14. Does your company have a distribution network or alliance to sell products
outside of your general geographical area? If so include cities that your would be
able to service.
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
Page 19 of 28
Attacment h.
CONFLICT OF INTEREST DISCLOSURE STATEMENT
HCDE is required to comply with Texas Local Government, Code 176 and Disclosure of Certain
Relationships with Local Government Officers. This means any company that does business
with HCDE must fill out a Conflict of Interest Questionnaire (CIQ) if the following situation
exists:
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.
2. Your company has given one of HCDE’s local government officers or family member one or
more gifts (excluding food, lodging, transportation, and entertainment) that has 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.
Statements must be filed within seven (7) business days after the officer becomes aware a
conflict of interest exists.
Below is a listing of current HCDE Board of Trustees (BOT):
Mr. Raymond T. Garcia, President
Ms. Angie Chestnut, Vice-President
Mr. Roy Morales
Mr. Louis Evans, III
Mr. Michael Wolfe
Dr. Robert Peterson
Mr. Carl Schwartz
Dr. John Sawyer
Below is a listing of current local government officers:
Jesus Amezcua
Janell Baker
Karl Boland
Curtis Davis
Angela Drake
Malcolm Greer
Celes Harris
Les Hooper
Deborah Johnson
Doug Kleiner
Tammy Lanier
Noemi Lopez
Pam Newman
Elaine Nichols
Linda Pitre
Jean Polichino
Joanie Rethlake
Alfonso Saldivar
Dean Zajicek
Natasha Truitt
Faye Wells
Jeannette Truxillo
Page 20 of 28
Shannon Bishop
Jim Davis
Richard Griffin
Sonny Janczak
Michele Kronke
Peggy McGrane
Venetia Peacock
Gayla Rawlinson
Jim Schul
John Weber
Page 21 of 28
Attachment i.
Historically Underutilized Business
(HUB) Certification Form
Bidding companies that have been certified by the State of Texas as Historically
Underutilized Business (HUB) entities are encouraged to indicate their HUB status when
responding to this Bid Invitation. The electronic catalogs will indicate HUB
certifications for vendors that properly indicate and document their HUB certification on
this form.

I certify that my company has been certified by the State of Texas as a
Historically Underutilized Business (HUB), and I have attached a copy of our HUB
certification to this form. (Required documentation for recognition as a HUB)

My company has NOT been certified by the State of Texas as a Historically
Underutilized Business (HUB).
______________________________________
Signature of Authorized Representative
______________________________________
Name (Please Print)
______________________________________
Company Name (Please Print)
Page 22 of 28
_________________________
Title
Attachment j.
Form W-9 page 1 of 2
•
Revised March 2005
Taxpayer Identification Number Request
This form may be used only by a U.S. person, including a resident alien. Foreign persons
should furnish us with the appropriate Form W-8.
The IRS defines a U.S. person as: *a U.S. citizen; *an entity (company, corporation,
trust, partnership, estate, etc.) created or organized in, or under the laws of, the United
States; *a U.S. resident (someone who has a “green card” or has passed the IRS
“substantial-presence test.” For an explanation of the substantial-presence test, please see
IRS Pubs. 515 or 519.)
Please complete all three parts below.
Part 1 - Tax Identification:
1. Name:
2. Enter your Taxpayer Identification Number in the appropriate box.
For individuals, this is your social security number (SSN). For other entities, it is
your employer identification number (EIN).
Social Security Number
Employer Identification Number
OR
_____ _____ _____ ⎯ _____ _____
⎯ _____ _____ _____ _____
_____ _____ ⎯ _____ _____
_____ _____ _____ _____ _____
IF you are a SOLE PROPRIETOR or SINGLE-OWNER LLC – whether payment is made to a personal name or to a doing business name,
you must provide the following:
Required: Personal name of owner of the business: ___________________________________________________________________________________
Optional: Business name if different from above:______________________________________________________________________________________
IF you assign payment to a third party – such as a factor – provide the following:
Required: Your name:___________________________________________________________________________________________________________
Optional: Name of third party:
Part 2 - Exemption: If exempt from Form 1099 reporting, check your qualifying reason
below:
†Corporation
Note that there is no corporate
exemption for medical and
healthcare payments or
payments for legal services.
Page 23 of 28
†Tax Exempt Entity
under 501(a) (includes
501(c)(3), or IRA.
†The United States
or any of its agencies
or instrumentalities.
†A state, the District of
Columbia, a possession of
the United States, or any of
their political subdivisions or
agencies.
† A foreign government or
any of its political subdivisions
or an international organization
in which the United States
participates under a treaty or
Act of Congress.
Part 3 - Certification/Signature: Under penalties of perjury my signature certifies that:
1. I am a U.S. person (including a U.S. resident alien).
2. The number shown on this form is my correct taxpayer identification number (or I am
waiting for a number to be issued to me).
3. 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.
Certification Instructions - You must cross out item 3 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, number 3
above 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.
Person completing this form:
Phone: (__________)
______________________________
Signature: _______________________________________________________________
Date: ___________________________________________
Address:
________________________________________________________________________
_________________________________________
City:
____________________________________________________________________
State: _______ ZIP:_______________________________
Instructions. We are about to pay you an amount that may be reported to the Internal Revenue Service (IRS). The
IRS will match this amount to your tax return. In order to avoid additional IRS scrutiny, we must provide the IRS with
your name and Taxpayer Identification Number. The name we need is the name that you use on the tax return that
will report this amount. We are required by law to obtain this information from you.
Exempt from backup withholding. On page 2 of this form is a chart showing who is exempt from backup
withholding. If you are exempt from backup withholding, indicate the reason why in part 2 of this form, and we will
not send you a Form 1099.
Penalties. Your failure to provide a correct name and Taxpayer Identification Number may subject your payments to
28% federal income tax backup withholding. If you do not provide us with this information, you may be subject to a
$50 penalty imposed by IRS under section 6723. If you make a false statement with no reasonable basis that results in
no backup withholding, you are subject to a $500 civil penalty. Willfully falsifying certifications or affirmations may
subject you to criminal penalties including fines and/or imprisonment.
Confidentiality. If we disclose or use your Taxpayer Identification Number in violation of Federal law, we may be
subject to civil and criminal penalties. Instructions continued on Page 2
Page 24 of 28
Attachment k.
Purchasing Cooperative Client Members
ALDINE ISD
ALIEF ISD
ALVIN ISD
ANAHUAC ISD
ANDERSON-SHIRO CISD
ANGLETON ISD
ANNUNCIATION ORTHODOX
AUSTIN COUNTY
AVANCE, INC-HOUSTON
AWTY INTERNATIONAL
BARBERS HILL ISD
BASTROP COUNTY
BELLVILLE ISD
BIG BROTHERS/SISTERS GRT HOU
BOLING ISD
BRAZORIA COUNTY
BRAZOS ISD
BRAZOSPORT ISD
BRENHAM ISD
BRYAN ISD
BUCKHOLTS ISD
BUFFALO ISD
CALDWELL ISD
CAMERON COUNTY
CAMERON ISD
CHANNELVIEW ISD
CITY OF BAYTOWN
CITY OF DEER PARK
CITY OF GALVESTON
CITY OF HUMBLE
CLAY ROAD BAPTIST SCHOOL
CLEAR CREEK ISD
CLEVELAND ISD
COLD SPRINGS-OAKHURST ISD
COLLEGE OF THE MAINLAND
COLLEGE STATION ISD
COLUMBIA BRAZORIA ISD
CONROE ISD
CORPUSCHRISTI CATHOLIC
CORPUS CHRISTI ISD
COTULLA ISD
CROSBY ISD
CYPRESS COMMUNITY CHRISTIAN
CYPRESS-FAIRBANKS ISD
DAMON ISD
DANBURY ISD
DEER PARK ISD
DEVERS ISD
DICKINSON ISD
DUCHESNE ACADEMY
EAST CHAMBERS COUNTY C ISD
EDINBURG CISD
EL CAMPO ISD
EPISCOPAL HIGH SCHOOL
FAYETTEVILLE ISD
FORT BEND BAPTIST ACADEMY
FORT BEND ISD
Page 25 of 28
FORT SAM HOUSTON ISD
FRIENDSWOOD ISD
GALENA PARK ISD
GALVESTON ISD
GEORGE I SANCHEZ CHARTER HIGH SCHOOL
GOOSE CREEK C ISD
GRACE COMMUNITY BIBLE CHURCH
HARDIN-JEFFERSON ISD
HARRIS COUNTY
HARRIS COUNTY DEPT OF EDUCATION
HEMPSTEAD ISD
HIDALGO COUNTY
HIDALGO CTY DRAINAGE DISTRICT #1
HITCHCOCK ISD
HOLY GHOST SCHOOL
HOUSTON CHRISTIAN HIGH SCHOOL
HOUSTON COMMUNITY COLLEGE
HOUSTON ISD
HOUSTON LEARNING ACADEMY
HUFFMAN ISD
HUMBLE ISD
HUNTSVILLE ISD
IMMANUAL LUTHERAN SCHOOL
INCARNATE WORD ACADEMY
JAMIE'S HOUSE CHARTER
KATY ISD
KENDLETON ISD
KILLEEN ISD
KINGSVILLE ISD
KINKAID SCHOOL
KLEIN ISD
LA AMISTAD LOVE/LEARNING ADMY
LA GRANGE ISD
LA MARQUE ISD
LA PORTE ISD
LAKE DALLAS ISD
LAMAR CISD
LEE COUNTY, TEXAS
LEXINGTON ISD
LITTLE CYPRESS-MAURICEVILLE CISD
LONE STAR COLLEGE SYSTEM
LONGVIEW ISD
LOUISE ISD
MADISON COUNTY, TEXAS
MAGNOLIA ISD
MANSFIELD ISD
MCALLEN ISD
MONTGOMERY ISD
MUMFORD ISD
NAVASOTA ISD
NEEDVILLE ISD
NEW CANEY ISD
NORTH EAST ISD
NORTH FOREST ISD
NORTHWEST PREPARATORY
OUR LADY QUEEN OF PEACE
PASADENA ISD
PEARLAND ISD
PILGRIM LUTHERAN SCHOOL
PORT OF HOUSTON AUTHORITY
PRAIRIE VIEW A&M UNIVERSITY
REGION I ESC
Page 26 of 28
REGION III ESC
REGION VI ESC
REGION XVII ESC
REGIS SCHOOL
RHODES SCHOOL
ROUND TOP-CARMINE ISD
SALEM LUTHERAN SCHOOL
SACRED HEART CATHOLIC SCHOOL
SAN JACINTO COLLEGE DISTRICT
SANTA FE ISD
SER-NINOS CHARTER SCHOOL
SETONCATHOLICJR HIGH SCHOOL
SHELDON ISD
SPLENDORA ISD
SPRING BRANCH ISD
SPRING ISD
ST. CECILIA CATHOLIC SCHOOL
ST. FRANCIS DE SALES SCHOOL
ST. FRANCIS EPISCOPAL
ST. HYACINTH SCHOOL
ST. JOHN'S SCHOOL
ST. LAURENCE CATHOLIC SCHOOL
ST. MARK LUTHERAN SCHOOL
ST. MARTHA CATHOLIC SCHOOL
ST. MARY CATHOLIC SCHOOL
ST. PETER THE APOSTLE SCHOOL
ST. PIUS X HIGH SCHOOL
ST. ROSE OF LIMA SCHOOL
ST. THOMAS MORE SCHOOL
SOUTH TEXAS ISD
STAFFORD MSD
STEPPING STONES CHARTER ELEMENTARY
STRAKE JESUIT COLLEGE PREPARATORY
SWEENY ISD
TARKINGTON ISD
TEXAS A&M CORPUS CHRISTI
TEXAS CITY ISD
THE EMERY/WEINER SCHOOL
THORNDALE ISD
TOMBALL ISD
TROPICALTEXAS BEHAVIORAL HEALTH
TWODIMENSIONSPREPARATORY
UNITED ISD
UNIVERSITY OF HOUSTON
U OF H DOWNTOWN
UNIVERSITY OF TEXAS @ ARLINGTON
VARNETT CHARTER SCHOOL (THE)
VIDOR ISD
WACO ISD
WALKER COUNTY
WALLER ISD
WICHITA FALLS ISD
WILLIS ISD
Page 27 of 28
Attachment l.
Antitrust Certification Statement
(Tex. Government Code § 2155.005)
I affirm under penalty of perjury of the laws of the State of Texas that:
(1) I am duly authorized to execute this contract on my own behalf or on behalf of
the company, corporation, firm, partnership or individual (Company) listed below;
(2) In connection with this bid, neither I nor any representative of the Company
have violated any provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. &
Comm. Code Chapter 15;
(3) In connection with this bid, neither I nor any representative of the Company
have violated any federal antitrust law; and
(4) Neither I nor any representative of the Company have directly or indirectly
communicated any of the contents of this bid to a competitor of the Company or any other
company, corporation, firm, partnership or individual engaged in the same line of business as
the Company.
_________________________
Signature
Address __________________________
_________________________
__________________________
Printed Name
__________________________
_________________________
Position with Company
Phone __________________________ Official
_________________________
Authorizing Signature
Fax
__________________________ Bid
_________________________
Printed Name
Email
__________________________
_________________________
Position with Company
Vendor
Page 28 of 28
__________________________ Bidder