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Item 4E - MemoItem 4E-1 CITY OF SOUTHLAKE MEMORANDUM November 7, 2022 TO: Shana K. Yelverton, City Manager FROM: Chris Tribble, Director of Community Services SUBJECT: Approve contract with Crowley Sports Officials for sports officiating and scorekeeping services in the amount not to exceed $190,000 Action Requested: City Council approval of a contract with Crowley Sports Officials for sports officiating and scorekeeping services in the amount not to exceed $190,000. Background Information: The City's current contract with Crowley Sports Officials to provide sports officiating and scorekeeping services for basketball, volleyball, flag football and softball expires November 7, 2022. Request for Proposals (RFP) were released September 23, 2022, for sports officiating and scorekeeping services. Two proposals were received, staff completed the bid evaluation process and Crowley Sports Officials has been selected based on best value. The City has worked with Crowley Sports for the past twenty (20) years and is comfortable with their ability to provide sports officiating services for City programs that meet the City of Southlake standards. The proposal from Crowley Sports includes two officials per game for 8 & under and older basketball, volleyball, flag football and adult softball; one official for 6 & under and 3-on- 3 basketball; two scorekeepers per game for basketball and volleyball and an assigner's fee per game for all sports. If approved, the proposed contract will be effective for twelve months and eligible for up to four (4) one-year annual renewals with a 4% increase each renewal. Additionally, the contract requires Crowley Sports Officials to provide proof to the City that all officials and scorekeepers assigned to City of City of Southlake Values: Integrity ♦ Innovation ♦ Accountability ♦ Commitment to Excellence ♦ Teamwork Item 4E-2 Shana Yelverton, City Manager City Council Meeting Date — November 15, 2022 Page 2 of 3 Southlake programs have successfully passed a background check prior to being scheduled to Southlake games. Financial Considerations: The FY 2023 budget contains funding for contract services for athletics and recreation programs based on anticipated FY 2023 participation. The City's cost for these programs is offset by the revenues received from program participant fees. Strategic Link: This item is linked to the City's Strategy Map related to the focus area of Performance Management and Service Delivery and meets the core service area to Collaborate with select partners to implement service solutions. Citizen Input/ Board Review: City Council consideration November 15, 2022 Legal Review: The contract is a standard form of agreement previously reviewed by the City Attorney. Alternatives: Alternatives may include the following: • City Council approval as presented • City Council approval with input as desired • City Council decision not to approve the contract Supporting Documents: Supporting documents include the following: • Copy of Contract Award Letter • Crowley Sports Officials Proposal Staff Recommendation: City Council approval of contract for sports officiating and scorekeeping services with Crowley Sports Officials, in the amount not to exceed $190,000 for a twelve-month period ending November 15, 2023. City of Southlake Values: Integrity ♦ Innovation ♦ Accountability ♦ Commitment to Excellence ♦ Teamwork Item 4E-4 October 27, 2022 Crowley Sports 2505 Sagehill Dr. Fort Worth, Texas 76123 Attn: Mr. Lloyd Moore 60,_J, ini Subject: Award Notification for Sports Officiating for City of Southlake RFP2209B540JW220010 Dear Mr. Moore: The City of Southlake is pleased to inform you that Crowley Sports of Fort Worth, Texas is the awarded vendor for "Sports Officiating for City of Southlake RFP2209B540JW220010" The award and this agreement are based on your proposal to the City copy enclosed. This is a single vendor award contract. Your company's award is attached. This award was approved by the City of Southlake City Council on The terms and conditions proposed and accepted in this agreement are as follows: Payment Terms: Net 30 days (Unless otherwise noted — such as pre- and/or partial payment) Estimated Quantities: The City does not guarantee to purchase any minimum or maximum quantity but does contemplate purchasing the awarded items exclusively during the term of the contract from the successful vendors. Method of Payment: Shall be made by City procurement card or purchase order Delivery Terms: FOB Destination Delivery Locations: Vendor Delivery or City employee pick-up. Term of Contract: The term of awarded contract shall remain in effect for twelve months from date of award and is eligible for up to four (4) one (1) year annual renewals City Contact: Jonathan Weeks 817-748-8036 Send all billing to: City of Southlake accountspayable@ci.southlake.tx.us (preferred) or 1400 Main Street, Suite 420, Accounts Payable, Southlake, TX 76092 Other Charges: The City of Southlake is a tax-exempt municipal corporation and is exempt from all federal, state, and local sales taxes. All other specifications, terms and conditions shall be as provided in the original procurement documents. No other attachments to or in response to this agreement will be accepted unless approved in writing by the Purchasing Manager or an authorized representative of the City of Southlake. Thank you for participating in our procurement process. Please call 817-748-8312 with any questions. Sincerely, Tim Slifka, CPPO, CPPB Purchasing Manager City of Southlake 1400 Main Street, Suite 420 Southlake, Texas 76092 tslifka@ci.southlake.tx.us Contract and Award Accepted: Signed: Mayor John Huffman City of Southlake Attest: Amy Shelley, TRMC City Secretary Date: Approved as to Form and Legality: City Attorney Item 4E-5 Appendix B — Proposal Submittal Checklist: (To determine validity of proposal) Appendix B (pages _14_ through _23J must be included in the proposal submittal ,appendix C Conflict of Interest Form (page _23J must be included in the proposal submittal. Form 1295 Certificate of Interested Party must be included in the proposal submittal. See Page _2_. I1B 89, SB 252, SB 13, and SB 19 Acknowledgement. See Page _20 . All proposals submitted to the City of Southlake shall include this page with the submitted Proposal. RFP Number: RFP2209B540JW220010 Project Title: Sorts Officiating for City of Southlake Submittal 3:00 P.M. (CST), Friday October 14, 2022 Deadline: Submit Electronically* to: https://southlake.bonfirehub.com/login * Requires email account login and password. ProjRoser Information: Proposer's Legal Name: L 6 q 1116 Address: �fk55 j6 <3P, 41 f` Ci , State & Zi Federal Employers Identification Number # C)`f ` � 3 c, Phone Number: �LS " Lj Fax Number: E-Mail Address: C � S , 6d' -►a-s- -� , �� �° t roposer Authorization 1, the undersigned, have the authority to execute this Proposal in its entirety as submitted and enter into a contract on behalf of the Proposer. �!f y /�� �' e Printed Name and Position of Authorized Represe tative: Signature of Authorized Representative: Signed this (day) of 6C (month),�1{year) City of Southlake - RFP2209B540JV1'220010 - Page 14 of 24 Item 4E-6 Primary Responses Success: All data is validl Officials and Scorekeepers Success: All values provided Bid #1-1 6U Basketball (1 Official) Success: All values provided Bid #1-2 8U Basketball (2 Officials) Success: All values provided Bid #1-3 10U Basketball (2 Officials) Success: All values provided Bid #1-4 12U Basketball (2 Officials) Success: All values provided Bid #1-5 14U Basketball (2 Officials) Success: All values provided Bid #1-6 16U Basketball (2 Officials) Success: All values provided Bid #1-7 18U Basketball (2 Officials) Success: All values provided Bid #1-8 30 Basketball All Age Groups (1 Officials) Success: All values provided Bid #1-9 Adult Basketball 3v3 (2 Officials) Success: All values provided Bid #1-10 Adult Basketball M (2 Officials) Success: All values provided Bid #1-11 Youth Volleyball (2 Officials) Success: All values provided Bid #1-12 Youth Flag Football (2 Officials) Success: All values provided Bid #1-13 Adult Flag Football (2 Officials) (Possible Future Sport Offered) Success: All values provided Bid #1-14 Adult Softball (2 Officials) Success: All values provided Bid #1-15 Scorekeepers (Basketball and Volleyball) Success: All values provided Bid #1-16 Scheduling Fee 1 2 2 2 2 2 2 1 2 2 2 2 2 2 2 1 $ 30.00 $ 27.00 $ 30.00 $ 30.00 $ 30.00 $ 31.00 $ 31.00 $18.00 $ 20.00 $ 32.00 $ 30.00 $ 30.00 $ 32.00 $ 32.00 $ 16.00 $ 2.50 n/a n/a $ 30.00 $ 54.00 n/a $ 60.00 n/a $ 60.00 n/a $ 60.00 n/a $ 62.00 n/a $ 62.00 n/a $18.00 n/a $ 40.00 n/a $ 64.00 n/a $ 60.00 n/a $ 60.00 n/a $ 64.00 n/a $ 64.00 n/a $ 32.00 n/a $ 2.50 Additional Vendor Fees Not Listed Not Bidding No Bid #2-1 Additional Vendor Fee Not Specifically Requested Not Bidding No Bid #2-2 Additional Vendor Fee Not Specifically Requested Item 4E-7 Appendix B — Proposal (continued) I. ►A 3. REQUIRED PROPOSAL INFORMATION. IN ORDER FOR A PROPOSAL TO BE CONSIDERED COMPLETE, AND TO BE EVALUATED FOR A CONTRACT AWARD BY THE CITY, PROPOSER MUST SUBMIT ALL OF THE FOLLOWING INFORMATION: Proposed Products and/or Services A. Product or Service Description: Proposers should utilize this section to describe the technical aspects, capabilities, features and options of the product and/or service proposed in accordance with the required Scope of Services as identified in Appendix A. Promotional literature, brochures, or other technical information may be used. B. Additional Hardware Descriptions: Proposers should also include in this section a detailed description of what additional hardware and/or software, if any, would be required by the City in order to fully utilize the goods and/or services proposed. C. Guarantees and Warranties: Each Proposer shall submit a complete copy of any warranties or guarantees provided by the manufacturer or Proposer with the Proposal submitted. D. Project Schedule/Delivery Date: Proposer must provide a project schedule noting all projected completion dates for segments of the Project, from start-up to completion, and all delivery dates for goods covered by the RFP. The Proposal must show the number of days required to deliver and install the product or equipment after the receipt of the City's Purchase Order. Cost of Proposed Products and/or Services A. Pricing: Pricing shall reflect the full Scope of Services defined herein, inclusive of all associated cost for delivery, labor, insurance, taxes, overhead, and profit. B. Schedule of Pricing: Proposer shall quote unit pricing in accordance with the itemized listing of products or contract segments stated in the Scope of Services and using the following format: For this procurement the schedule of pricing is not available in hardeopy. You may access it via the online portal (https://soLtthlake.bonfirchub.com/logi ). To submit your schedule of pricing, please download the Bid Table and fill it in accordingly per the sample below. For instructions on how to complete Bid Tables, please refer to this article on Bonfire's Support Website, Please note: even if you do not have additional responses, you must download and re - upload the blank document. This is to confirm that you do not require any additional costs. If you have any additional items, please fill out the Additional Responses template accordingly. Term of Contract and Option to Extend Any contract resulting from this RFP shall be effective for twelve months from date of award. The City anticipates that contract shall be renewed pursuant to the availability of funds and at the discretion of the City. The following clauses shall be included in the contract: City of Southlake - RFP2209B540JW220010 - Page 15 of 24 Item 4E-8 A. Option Clause: It is agreed that City will have the option to extend the contract for up to four (4) additional years, in one-year intervals. To exercise this option, the City shall serve notice 30 days prior to contract termination or to the end of any one-year extension. The Option to Extend will not be considered if funding is unavailable or if the contractor's past performance is not within the industry standard. B. Escalation Clause: Should market conditions prevail which dictate an increase, the successful contractor may submit documentation requesting permission to increase pricing no later than 30 days after receiving notice from the City of its intent to extend the agreement. Escalation may only occur at the time of renewal and only upon securing the approval of the City in writing. Requests for price adjustments must be solely for the purpose of accommodating an increase in the contractor's cost, not profits. Vendors shall show in this quote their anticipated percent of escalation if/when the option to extend is exercised. The percent quoted will be a maximum. In addition, the percentage proposed will be a factor in determining the best value to the City. It is the average price over the period of the contract that will be the price factor considered in the evaluation of this quote. Quotes in which negative or no escalation is shown will be considered as 0% escalation. C. Price Increases Upon Extension: If approved by the City, the Contractor shall modify the rates charged by the Contractor to reflect any changes shown in the comparative statement delivered to the City. The maximum increase allowed under this provision shall be four percent (4%) per year. The City shall have authority, in its reasonable discretion, to determine the validity of any change in Contractor's rates. City cannot exercise the Option to Extend with any price increases unless the Vendor completes the section of the Quote requesting anticipated percentage of annual escalation. First Additional Year Escalation Percentage ............................................. 4 Second Additional Year Escalation Percentage .............................................% Third Additional Year Escalation Percentage .................................................% Fourth Additional Year Escalation Percentage ......................................... A-% 4. Proposer's Experience / Staff A. Project Team: Identify all members of the Proposer's team (including both team members and management) who will be providing any services proposed and include information which details their experience. B. Removal or Replacement of Staff: If an assigned staff person must be removed or replaced for any reason, the replacement person must be approved by City prior to joining the project. C. Business Establishment: State the number of years the Proposer's business has been established and operating. If Proposer's business has changed names or if the principals operating the business operate any similar businesses under different names, or have operated any other businesses or changed the legal status or form of the business within the last five (5) years, all names, of predecessor business names, affiliated entities, and previous business entities operated by the principals, if different than present, must be provided; State he number of years' experience the business has:; and the number of employees: D. Project Related Experience: All Proposals must include detailed information that details the Proposer's experience and expertise in providing the requested services that demonstrates the Proposer's ability to logically plan and complete the requested project. City of Southlake - RFP2204B540JN'220010 - Page 16 of 24 Item 4E-9 5. References Proposer shall provide four (4) references where Proposer has performed similar to or the same types of services as described herein. Reference #1 : Client /Company Name: , `� S\ J 4 �j ��� /jam �� ! l Contact Name: doe- 6 lop Contact 'title: -pile r4>., `ruc�dr� Phone: _ 3� Email V Date and Scope Work Pr vided: �66d rcr Reference #2: Client I Company Name: ?O �n� m (� !1i'1 Contact Name: r/0- PPhone: Contact Title: ��--. f'.� �1 ._ Q, Email: � 76C( Work Provided: CS;7 Date a d Scope I-0— Reference #3: Client / Company Name: nrs t� 4!.)e Contact Name: 6-4) r, Cant ct Title: f Phone: U 8� '1.� Email: DatgScope o Work Provide po�,Ie44 vbll�q 6�d� c.)P3 6t4 Reference #4: Client 1 Company Name: r Contact Name: U61 � 1 �� Con act Title: . T /�4c 4(6,e C-4 Phone: l_ F �2� .— 0,!�/ Email:il h14 1 MG%S 9 G;reel Date,andfCc}pe of Wor Provided- �A) (? ®" City of Southlake - RFP2209B54OY" 220010 - Page 17 of 24 Item 4E-10 6. 7. S. Trade Secrets and/or Confidential Information Trade Secrets and/or Confidential Information: This proposal _ (does) X (does not) contain trade secrets and/or confidential information. If applicable, describe such trade secrets and confidential information, and the basis for your assertion that such material qualifies for legal protection from disclosure. Federal, State and/or Local Identification Information A. Centralized Master Bidders List registration number: B. Prime contractor HUB / NIWBE registration number: C. An individual Proposer acting as a sole proprietor must also enter the Proposer's Social Security Number: # y�- 6 � - Emergency Business Services Contact Notice During a natural disaster, or homeland security event, there may be a need for the City of Southlake to access your business for products or services after normal business hours and/or holidays. The City may request City employee pick up or vendor delivery of product or services. For this purpose, a primary and secondary emergency contact name and phone number are required. It is critical the vendor's emergency contact information remains current. City shall be contacted by E- mail with any change to a contact name or phone number of these emergency contacts. Updates may be emailed to vendors(a,ci.southlake.tx.us. All products or services requested during an emergency event are to be supplied as per the established contract prices, terms and conditions. The vendor shall provide the fee (pricing) for an after-hours emergency opening of the business, if any. In general, orders will be placed using a City of Southlake procurement card (Master Card) or City issued Purchase Order. The billing is to include the emergency opening fee, if applicable. The contractor shall provide the names, phone numbers and fee (pricing), if any, for an after-hours emergency opening of the business listed below. I J � Business Name: 6 J L� .r .6 Y` f' } () P 1 t' tn Contract #: Description: Oi'c'S �"` t`. .�r�,1• * l Y I Primary Contact (Name): ! t5 1�! / ` d Primary Contact Phone Numbers: Home: W 7', N - I Cell: �7- jd 1,6 ` J- 63 Secondary Contact (Name): 7,d 6�o Secondary Contact Phone Numbers: Home: ��T �%�f-yB�-IZ Cell: OYU After Hours emergency opening fee, if applicable: City of Southlake - ItM2098540,1W220010 - Page 18 of 24 Item 4E-11 9. Cooperative Governmental Purchasing Notice Other governmental entities maintaining interlocal agreements with the City, may desire, but are not obligated, to purchase goods and services defined in this RFP from the successful Proposer. All purchases by governmental entities, other than the City, will be billed directly to and paid by that governmental entity. The City will not be responsible for another governmental entity's debts. Each governmental entity will place their own orders with the successful Proposer and be responsible for ensuring full compliance with the RFP specifications. Prior to other governmental entities placing orders, the City will notify the successful Proposer of their intent. Please indicate below if you will permit other governmental entities to purchase from your agreement with the City. [ I Yes, Others can purchase " No, Only the City can purchase II. CONTRACT TERMS AND CONDITIONS. EXCEPT WHERE PROPOSER MAKES SPECIFIC EXCEPTION IN THE SUBMITTED PROPOSAL, ANY CONTRACT RESULTING FROM THIS RFP WILL CONTAIN THE FOLLOWING TERMS AND CONDITIONS, WHICH PROPOSER HEREBY ACKNOWLEDGES, AND TO WHICH PROPOSER AGREES BY SUBMITTING A PROPOSAL: Delivery of Products and/or Services A. Payment Terms: Unless otherwise specified in the Scope of Services or otherwise agreed to in writing by the City, payment terms for the City are Net 30 days upon receipt of invoice. B. Warranty of Products and Services: All products furnished under this contract shall be warranted to be merchantable and good quality and fit for the purposes intended as described in this Proposal, to the satisfaction of City and in accordance with the specifications, terms, and conditions of the Scope of Services, and all services performed shall be warranted to be of a good and workmanlike duality, in addition to, and not in lieu of, any other express written warranties provided. C. Late Delivery or Performance: If Proposer fails to deliver acceptable goods or services within the timeframes established in the Project Schedule, the City shall be authorized to purchase the goods or services from another source and assess any increase in costs to the defaulting Proposer, who agrees to pay such costs within ten days of invoice. D. Title to Goods and Risk of Loss: For goods to be provided by Proposers hereunder, if any, the title and risk of loss of the goods shall not pass to City until City actually receives, takes possession, and accepts the goods and the installation of such goods, has tested the system, and determined that it is in good and acceptable working order. 2. Miscellaneous A. Independent Contractor: Proposer agrees that Proposer and Proposer's employees and agents have no employer -employee relationship with City. Proposer agrees that if Proposer is selected and awarded a contract, City shall not be responsible for the Federal Insurance Contribution Act (FICA) payments, Federal or State unemployment taxes, income tax withholding, Workers Compensation Insurance payments, or any other insurance payments, nor will City furnish any medical or retirement benefits or any paid vacation or sick leave. B. Assignments: The rights and duties awarded the successful Proposer shall not be assigned to another without the written consent of the Purchasing Manager. Such consent shall not relieve the assigner of liability in the event of default by the assignee. City of Southlake - RFP2209B540JW220010 - Pane 19 of 24 Item 4E-12 C. Liens: Proposer shall indemnify and save harmless the City against any and all liens and encumbrances for all labor, goods, and services which may be provided to the City by Proposer or Proposer's vendor(s), and if the City requests, a proper release of all liens or satisfactory evidence of freedom from liens shall be delivered to the City. D. Gratuities 1 Bribes: Proposer certifies that no bribes in the form of entertainment, gifts, or otherwise, were offered or given by the successful Proposer, or its agent or representative, to any City officer, employee or elected representative, with respect to this UP or any contract with the City, and that if any such bribe is found to have been made this shall be grounds for voiding of the contract E. Financial Participation: Proposer certifies that it has not received compensation from the City to participate in preparing the specifications or RFP on which the Proposal is based and acknowledges that this contract may be terminated and/or payment withheld if this certification is inaccurate. F. Required Licenses: Proposer certifies that he holds all licenses required by the State of Texas for a provider of the goods and/or services described by the Scope of Services herein. G. Authority to Submit Proposal and Enter Contract: The person signing on behalf of Proposer certifies that the signer has authority to submit the Proposal on behalf of the Proposer and to bind the Proposer to any resulting contract. H. Compliance with Applicable Law: Proposer agrees that the contract will be subject to, and Proposer will strictly comply with, all applicable federal, state, and local laws, ordinances, rules, and regulations. 1. Compliance with HB 89: Proposer agrees per HB 89 vendor shall not boycott Israel at any time while providing products or services to the City of Southlake. 0 Yes, we agree [ ] No, we do not agree [ ] NIA J. Compliance with SB 252: Proposer agrees per SB 252 vendor shall not do business with Iran, Sudan or a foreign terrorist organization while providing products or services to the City of Southlake. [A Yes, we agree [ ] No, we do not agree K. Compliance with SB 13: Proposer agrees per SB 13 vendor does not boycott energy companies as those terms are defined in the Texas Government Code § 809.001, and will not boycott energy companies during the term of any contract with the City of Southlake. [)q Yes, we agree [ ] No, we do not agree L. Compliance with SB 19: Proposer agrees per SB 19 vendor does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade Association as those terms are defined in the Texas Government Code § 2274.001, and that vendor will not so discriminate during the term of any contract with the City of Southlake. [x] Yes, we agree [ ] No, we do not agree Financial Responsibility Provisions A. Insurance: The Proposer, consistent with its status as an independent contractor, shall carry, and shall require any of its subcontractors to carry, and list the City of Southlake, its officers, and employees as an additional insured, at least the following insurance in such form, with such companies, and in such amounts (unless otherwise specified) as City may require: Worker's Compensation and Employer's Liability insurance, including All States Endorsement, to the extent required by federal law and complying with the laws of the State of Texas; City of Southlake - RFP220911540 "'220010 - Page 20 of 24 Item 4E-13 ii. Commercial General Liability insurance, including Blanket Contractual Liability, Broad Form Property Damage, Personal Injury, Completed Operations/Products Liability, Premises Liability, Medical Payments, Interest of Employees as additional insureds, and Broad Form General Liability Endorsements, for at least One Million Dollars ($1,000,000) Combined Single Limit Bodily Injury and Property Damage on an occurrence basis: iii. Comprehensive Automobile Liability insurance covering all owned, non -owned or hired automobiles to be used by the Contractor, with coverage for at least One Million Dollars ($1,000,000) Combined Single Limit Bodily Injury and Property Damage. B. Indemnification: Proposer agrees to defend, indemnify and hold harmless the City, all of its officers, Council members, agents and employees from and against all claims, actions, suits, demands, proceedings, costs, damages and liabilities, including reasonable attorneys' fees, court costs and related expenses, arising out of, connected with, or resulting from any acts or omissions of Proposer or any agent, employee, subcontractor, or supplier of Proposer in the execution or performance of this contract without regard to whether such persons are under the direction of City agents or employees. City of Southlake - RFP2209B540JW220010 - Page 21 of 24 Item 4E-14 Appendix C — Form CIQ WHO: The following persons must file a Conflict of Interest Questionnaire with the City if the person has an employment or business relationship with an officer of the City that results in taxable income exceeding $2,500 during the preceding twelve — month period, or an officer or a member of the officer's family has accepted gifts with an aggregate value of more than $250 during the previous twelve — month period and the person engages in any of the following actions: contracts or seeks to contract for the sale or purchase of property, goods or services with the City, including any of the following: a, written and implied contracts, utility purchases, purchase orders, credit card purchases and any purchase of goods and services by the City; b, contracts for the purchase or sale of real property, personal property including an auction of property; e. tax abatement and economic development agreements; submits a bid to sell goods or services, or responds to a request for proposal for services; enters into negotiations with the City for a contract; or applies for a tax abatement and/or economic development incentive that will result in a contract with the City THE FOLLOWING ARE CONSIDERED OFFICERS OF THE CITY: l . Mayor and City Council Members; 2. City Manager; 3. Board and Commission members and appointed members by the Mayor and City Council; 4. Directors of 4A and 413 development corporations; 5. The executive directors or managers of 4A and 4B development corporations; and 6. Directors of the City of Southlake who have authority to sign contracts on behalf of the City. EXCLUSIONS: A questionnaire statement need not be filed if the money paid to a local government official was a political contribution, a gi ft to a member of the officer's family from a family member; a contract or purchase of less than $2,500 or a transaction at a price and subject to terms available to the public; a payment for food, lodging, transportation or entertainment; or a transaction subject to rate or fee regulation by a governmental entity or agency. WHAT: A person or business that contracts with the City or who seeks to contract with the City must file a "Conflict of Interest Questionnaire" (FORM CIQ) which is available online at www.ethics.state.tx.us and a copy of which is attached to this guideline. The form contains mandatory disclosures regarding "employment or business relationships" with a municipal officer. Officials may be asked to clarify or interpret various portions of the questionnaire. WHEN: The person or business must file: 1. the questionnaire —no later than seven days after the date the person or business begins contract discussions or negotiations with the municipality, or submits an application, responds to a request for proposals or bids, correspondence, or other writing related to a potential contract or agreement with the City; and 2. an updated questionnaire — within seven days after the date of an event that would make a filed questionnaire incomplete or inaccurate. It does not matter if the submittal of a bid or proposal results in a contract. The statute requires a vendor to file a FORM CIQ at the time a proposal is submitted or negotiations commence. WHERE: The vendor or potential vendor must mail or deliver a completed questionnaire to the Finance Department. The finance Department is required by lase to post the statements on the City's webs ite. ENFORCEMENT: Failure to file a questionnaire is a Class C misdemeanor punishable by a fine not to exceed $500. It is an exception to prosecution that the person files a FORM CIQ not later than seven business days after the person received notice of a violation. NOTE: The City does not have a duty to ensure that a person files a Conflict of Interest Questionnaire. City of Southlake - RFP2209B540JW220010 - Page 22 of 24 Item 4E-15 CONFLICT OF INTEREST QUESTIONNAIRE FORM CIO For vendor doing business wfth local governmental entity This questionnaire reflects changes made to the law by N.B. 23. 84th Leg., Regular Session. OFFICEUSEONLY This questionnaire Is being filed in accordance, with Chapter 176, Local Government Code, by a vendor who Dale Received has a business relationship as defined by Section 176.001(1-a) wkh a local governmental entity and the vendor meets requirements under Section 176.006(a). By law this questionnaire must be filed with the records administrator of the local governmental entlry not later than the 71h business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code. A vendor commits an offense A the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section Is a misdemeanor. 1 N m/e of vendor who has a business relationship with local govemmental entity- f C CIN r 2 Check this box If you are filing an update to a previously flied questlonnalre. (The law requires that you fife an updated completed questlonnalre with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was Incomplete or Inaccurate.) 3 Name of local government officer about wlit�o�� the information [s being disclosed. rv�� Name of Officer 4 describe each employment OF other business relationship with the local government officer, or a family member of the officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government offkar. Complete subparts A and B foreach employment or business relationshipdasaibed. Attach additional pages to this Form CIO as necossary. A. Is the local government officer or a family member of the officer receiving or likely to receive taxable Income, other than Investment Income, from the vendor? Yes � No B. Is the vendor receiving or likely to receive taxable income, other than Investment income, from or at the dlrection of the local govemment officer or a family member of the officer AND the taxable Income Is not received from the local govemmental entity? � a1 Yes X �t I No 8 Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the focal government officer serves as an officer or director, or holds an ownership interest of one percent or more. //" fi ❑Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1). and..ve doing business with the governmental entity pate Form provided by Texas Ethics Commission www.elhlcs.stale.tx.us Revised 111l2021 City of Southiake - RFP2209B5 40JW220010 - Page 23 of 24