BRYAN INDEPENDENT SCHOOL DISTRICT REQUEST FOR PROPOSAL #3634 VoIP Telephone System 101 NORTH TEXAS AVENUE BRYAN, TEXAS 77803
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The undersigned hereby agrees to all terms and conditions set forth in the Request for Proposal unless specific exceptions are taken and identified in writing.
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Name Signature Company Address City / State / Zip Code Phone Number Fax Number Email Address Date
! SECTION A- District Background Bryan ISD is a currently running an aging Cisco Call Manager, ver. 7.1.5.20000-6, system that no longer meets the district’s needs. Vendors are invited to submit proposals based on the minimum requirements listed in this Request for Proposal. Bryan ISD runs a mix of OSX and Windows operating systems at the desktop and server level.
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Administration and client software/features should be platform agnostic.
SECTION B – General/Bid Submission 1.
Bryan Independent School District (BISD) is soliciting proposals from qualified vendors to provide services for the district’s VoIP telephone system.
2.
Suppliers shall submit one original and one hard copy and one digital copy (Total 3) of the completed proposals to the Bryan ISD Business Services Office, 101 North Texas Avenue, Bryan, TX 77803, by 1:00 PM on May 13, 2014.
All proposals must be sealed and marked “RFP #3634 –
VoIP Telephone System” on the outside of the envelope. Proposals will be opened in Room 207 at
the same location at 2:30 PM on the same day. Late proposals will be marked “LATE” along with the time received and not be considered in the evaluation of the proposals. 3.
BISD reserves the right to conduct discussions and request clarifications with proposers in the competitive range.
4.
Tabulation and evaluation of proposals will be made subsequent to opening. No award will be made at opening. Names of the proposers will be released at the proposal opening.
5.
Each proposal must include a completed “Conflict of Interest Questionnaire” in accordance with Chapter 176 of the Texas Local Government Code, effective January 1, 2006.
6.
Each proposal must include a signed certification of non-debarment from federal funds.
7.
Each proposal must include an executed “Felony Conviction Notification”.
SECTION C – Terms and Conditions
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1.
2.
All contracts issued under this funding shall include a clause requiring awarded vendors to notify the district immediately if any letter of non-compliance from the Schools and Library Division of the USAC or audit failure is received by the vendor. Attachment 1 is the standard contract to be issued by Bryan ISD to awarded vendor. Alternative contracts will not be accepted. Award criteria are based on the most advantageous combination of factors to ensure quality telecommunications services and equipment for the district. The following criteria will be considered in the evaluation and determination of best value.
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3.
Award will be made for the RFP on an “all or none” basis.
Factor
Possible Score
Purchase Price
40
Meet Minimum Requirements
30
Follow all RFP Terms and Conditions
10
Vendor's Reputation
10
Vendor Past Performance with district
5
Effort by BISD to implement
5
TOTAL
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100
4.
BISD may request additional information and to waive any/all formalities.
5.
BISD reserves the right to reject damaged, refurbished, or substandard items or services.
6.
On Attachment 2, proposer shall provide at least three references that include customer name, point of contact, address, daytime telephone number, and a brief description of a similar completed project.
7.
Proposer shall indicate the number of years’ experience in providing VoIP/telecom services in the submission.
8.
Proposer shall provide general information about the training and experience of the company staff that
will be assigned to the BISD account. SECTION C – Minimum Requirements
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Bryan ISD is seeking a VoIP based solution that meets or exceeds the minimum requirements outlined below. The district is looking for a completely integrated solution to all of its voice and related communication requirements, including all PBX telephony, ACD, VoIP, automated attendant, voice mail, etc. Feature groups and applications are to run concurrently and in an integrated fashion on one server.
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A successful proposal can meet said requirements by providing a new VoIP solution or by providing an upgrade of the current Cisco Call Manager, ver. 7.1.5.20000-6. Details for the current phone system and network can be found in Section F below.
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The successful vendor will be the primary sources for: 1.
All features, requirements, and hardware (or equivalents) outlined in in this RFP.
2.
Communication server hardware, software, licenses, and telephone sets to be used in the district.
3.
Endpoints which equal the total amount, as well as fill the roles of, those outlined in the attachment “Phone System RFP Info”.
4.
Hardware and software that is the current offering provided by the manufacturer and that which receives the highest level of support available from the manufacturer. State whether the proposed system is the latest available version of both hardware, and if not, explain why the solution is being proposed.
5.
Installation and configuration services for all equipment.
6.
Maintenance of all installed hardware and software. Priority will be given to RFPs with extended warranties.
7.
Necessary wiring changes and upgrades.
8.
Training administrators and users.
9.
Upgrades to the installed systems as necessary.
Note: The vendor may choose to keep the existing endpoints so long as they fully integrate into the proposed system, have full feature set functionality, as well as the functionality outlined throughout the RFP, and are an officially supported solution by the VoIP system's manufacturer. SECTION D – Specifics 1.
All solutions will include the necessary licensing for all software/telephones/servers. Priority will be given to solutions with flexible, or no, licensing structure.
2.
All solutions will incorporate existing DIDs into its dial plan.
3.
Must be capable of up to 30% growth in relation to the current endpoints, voicemail, and call related features without replacing or upgrading server hardware.
4.
The system must be capable of interfacing with 2 or more SIP trunks, as well as 92 or more SIP channels, for outbound and inbound calling.
SECTION E – System Requirements
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1.
Automated attendant (IVR)
2.
Automated backup of configuration and voicemail
3.
Automatic extension and DID assignment
4.
Automatic phone provisioning
5.
Automatic route selection software
6.
Call barging, bridging, monitoring, parking, queuing, recording, and routing
7.
Call center monitoring
8.
Call conferencing
9.
Cross-platform call control client
10. e911 Capabilities 11. Fax to email 12. Follow-me 13. Group calling 14. Integration with the district's Active Directory for master/corporate directory, user, and extension management. 15. Local Users, groups, and policy 16. Redundant capabilities for emergency 911 services. 17. Scheduled call routing 18. SIP trunking 19. Support for Direct Inward Dialing. 20. Support for fax machines 21. Support of T.38 22. The communication server must interface with the district's LAN/WAN over TCP/IP 23. The communication server will be considered a device on the network and support VoIP trunk and station interface. 24. The standard user feature set will include capabilities to manage telephone from either the user's handset or computer. 25. Voice mail for all users, with capacity to grow as the faculty and staff grows. 26. Web-based administrative interface 27. Web-based performance and usage statistics
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28. Web-based user portal
SECTION F – Internal Connectivity and Equipment!
1. For current phone/endpoint distribution please reference attachment “Phone System RFP Info” which has been posted here: Phone System RFP Info! !
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http://goo.gl/dLKay0!
2. Please see “Phone System RFP Info” for VLAN and IP information.! 3. We currently run Cisco Call Manager, ver. 7.1.5.20000-6! 4. Questions related to the internal connectivity equipment and services should be directed to Brandon McCord via e-mail at
[email protected].
The parties agree as follows: Attachment 1- Sample Contract Bryan ISD – (Vendor Name) 2014-2015 VoIP Telephone System Contract #3634
This VoIP Telephone System Sale of Goods/Services Agreement (the “Agreement”) is made and entered on __________(date), by and between ______________ (“Seller”) and Bryan Independent School District (“Buyer”), a non-profit school or library eligible for Universal Service funding for an VoIP Telephone System discount on VoIP Telephone System Eligible products/services (collectively referred to as the “Parties”). This sale will take place sometime between July 1, 2014 and June 30, 2015. 1.
SALE OF GOODS/SERVICES:
(a) Pursuant to the terms of this Agreement, Seller agrees to sell, and Buyer agrees to buy the goods/services listed in the RFP #3634 (the “goods/services”) but reserves the right to adjust the qualities upward or downward depending upon need. (b) Buyer represents that it qualifies to be eligible to receive VoIP Telephone System discounts. This signed Agreement will constitute a valid contract as required by the Schools and Libraries Division, a not-for-profit organization, established by the Federal Communications Commission to administer the Universal Service Program for schools and libraries (“SLD”). (c) Buyer represents and warrants that all purchases under this Agreement will be for its own use and are eligible for VoIP Telephone System discounts as specified by the SLD guidelines. Sale will be initiated by a properly executed Purchase Order from Buyer. (d) Buyer represents and warrants that a Form 486 will be generated before Goods/ Services had been received and accepted by Buyer per VoIP Telephone System program rules. 2.
PURCHASE PRICE:
Buyer shall pay Seller $__________ for the Goods/Services (the “Purchase Price”). The purchase of the items listed in the attachments are dependent on VoIP Telephone System and district funding. A purchase order will initiate the sale. 3.
TERMS:
The Seller will invoice the Buyer for net of VoIP Telephone System discounts. NOTHWITHSTANDING ANYTHING TO THE CONTRARY, BUYER IS RESPONSIBLE FOR PAYMENT OF 100% OF THE PRICE OF GOODS/SERVICES, IN THE CASE WHERE THE SLD DISALLOWS BUYER’S REQUEST FOR DISCOUNT AND/OR REFUSES PAYMENT TO SELLER AT DISCOUNT AMOUNT FOR GOODS. (b) The term of this Agreement shall be a period of one-year commencing on July 1, 2014 and terminating on June 30, 2015 with the option of four 1-year voluntary extensions. In the event that the Schools and Library division of the FCC notifies the Buyer of the funding of discounts of Goods/Services covered by this agreement late in the VoIP Telephone System year which would not allow ample time for the purchase and delivery of the Goods within the contractual dates, the Seller and the Buyer would agree to an extension to allow for such. (a)
(c) The terms and conditions set forth in Bryan Independent School District’s RFP #3634 are also included in this agreement. 4.
DELIVERY OF GOODS: Seller shall deliver the Goods/Services to Buyer at the
following address: 800 S. Texas Ave. Bryan, Texas, 77803. At that time, Buyer has the right to inspect the Goods. Buyer must give notice to Seller of any defect, damage or other problems with the Goods within 72 hours. 5.
RISK OF LOSS: The risk of loss to the Goods from any casualty shall be the
responsibility of the Seller until the Goods have been delivered to the location listed in 4 and accepted by the Buyer. 6.
SELLER’S REPRESENTATIONS:
(a) Seller represents that he/she has the right to sell the Goods/Services as provided in this Agreement. (b) Furthermore, the Seller represents that the Goods are free, now and at the time of delivery, from any security interest, liens, outstanding titles, claims or any other outstanding encumbrances. (c) The Seller also represents that they meet the vendor qualifications of the VoIP Telephone System program and that they are in good financial standing with the FCC in accordance with the Red Light Rule. 7.
GOVERING LAW: This Agreement shall be governed by and construed in accordance with the laws of the State of Texas. Any disputes between the parties related to this contract will be litigated in Brazos County, Texas.
8.
NOTICE:
Any notice required or otherwise given pursuant to this Agreement shall be in writing and mailed certified return receipt requested, postage prepaid, or delivered by overnight delivery service to: BUYER:
SELLER:
(BISD Representative) (Vendor Representative) Bryan Independent School District (Name of Vendor) 800 S. Texas Ave. (Address of Vendor) Bryan,TX77803 (City, State, and Zip of Vendor) (email address of BISD representative) (email address of representative) (phone # of BISD representative (phone # of representative) Either party may change such addresses from time to time by providing notice as set forth above. 9.
ENTIRE AGREEMENT:
This Agreement constitutes the entire agreement between the Parties and supersedes any prior understanding or representation of any kind preceding the date of this Agreement. There are no other promises, conditions, understandings or other agreements, whether oral or written, relating to the subject matter of this Agreement. This Agreement may be modified in writing and must be signed by both Buyer and Seller.
10.
CUMULATIVE RIGHTS:
Buyer’s and Seller’s rights under this Agreement are cumulative and shall not be construed as exclusive of each other unless otherwise required by law. 11.
WAIVER:
The failure of either party to enforce any provisions of this Agreement shall not be deemed a waiver or limitation of that party's right to subsequently enforce and compel strict compliance with every provision of this Agreement. 12.
ADDITIONAL TERMS & CONDITIONS:
The Seller will notify the Buyer immediately if any letter of non-compliance from the Schools and Library Division of the USAC or audit failure is received by the vendor. The program rules that govern the VoIP Telephone System program supersede this agreement if there is a conflict.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed the day and year first above written.
BUYER: Bryan Independent School District – BEN # 141398
(Name) Signature Executive Director of Technology Services
SELLER:
Name of vendor___________________________SPIN # ____________
Vendor Representative
(Name) Signature (Vendor Representative’s Title)
Date
ATTACHMENT 2 – PROPOSER INFORMATION
1.a
How many years has your company been in business? __________________
1.b
How many years has your company been providing e-rate services? ________
2.a
Give the name of the person(s) who would be assigned major responsibility for the contract with Bryan ISD. _________________________________________________
2.b
Describe briefly the training and experience of the company staff who will be assigned to the BISD account. _______________________________________________________________ _______________________________________________________________ _______________________________________________________________
3.a
Reference #1: District Name ___________________________________________________ Contact Person __________________________________________________ Daytime Phone Number __________________________________________ E-Mail Address __________________________________________________ Description of service provided ______________________________________ ________________________________________________________________ ________________________________________________________________
This reference received E-rate funding.
3.b
YES ____
NO ______
Reference #2: District Name ___________________________________________________ Contact Person __________________________________________________ Daytime Phone Number ____________________________________________ E-Mail Address ___________________________________________________
Description of service provided ______________________________________ ________________________________________________________________ ________________________________________________________________ This reference received E-rate funding. 3.c
YES ____
NO _____
Reference #3: District Name ___________________________________________________ Contact Person __________________________________________________ Daytime Phone Number ___________________________________________ E-Mail Address ___________________________________________________ Description of service provided ______________________________________ ________________________________________________________________ ________________________________________________________________ This reference received E-rate funding.
YES ____
NO _____
4.
Company SPIN# ________________________
5.
Current level of Cisco partnership, if submitting for services 1 or 2: ___________
6.
My company meets the vendor qualifications for the e-rate program. YES __________
7.
NO ______________
My company is in good financial standing with the FCC in accordance with the Red Light Rule. YES __________
NO ______________
FELONY CONVICTION NOTIFICATION State of Texas Legislative Senate Bill No. 1, Section 44.034, Notification of Criminal History, Subsection (1), states “a person or business entity that enters into a contract with a school district must give advance notice to the district if the person or an owner or operator of the business entity has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony.” Subsection (b) states “a school district may terminate a contract with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a) or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract.” This Notice Is Not Required of a Publicly-Held Corporation. I, the undersigned agent for the firm named below, certify that the information concerning notification of felony convictions has been reviewed by me and the following information furnished is true to the best of my knowledge. Vendor’s Name: ________________________________________________________________ Authorized Company Official’s Name (Printed): ________________________________________________________________ A. My firm is a publicly-held corporation, therefore, this reporting requirement is not applicable. Signature of Company Official: ________________________________________________________________ B. My firm is not owned or operated by anyone who has been convicted of a felony: Signature of Company Official: ________________________________________________________________ C. My firm is owned or operated by the following individual(s) who has/have been convicted of a felony (describe felony conduct): ______________________________________________________________ The undersigned affirms that they are duly authorized to execute this contract, that this company, corporation, firm, partnership or individual has not prepared this bid in collusion with any terms or conditions of said bid have not been communicated by the undersigned nor by any employee or agent to any other person engaged in this type of business prior to the official opening of this bid. (PLEASE PRINT OR TYPE) COMPANY: __________________________________________________ ADDRESS: __________________________________________________ CITY, STATE, ZIP CODE _______________________________________ TELEPHONE NO. (
) _______________ FAX NO. (
)__________
SIGNATURE: _________________________________________________ Print Name: _____________________________________________ TITLE: ______________________________________________________
FORM
CONFLICT OF INTEREST QUESTIONNAIRE
CIQ
For vendor or other person doing business with local governmental entity OFFICE USE ONLY
This questionnaire reflects changes made to the law by H.B. 1491, 80th Leg., Regular Session.
This questionnaire is being filed in accordance with Chapter 176, Local Government Code by a person who has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the person meets requirements under Section 176.006(a).
Date Received
By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the person becomes aware of facts that require the statement to be filed. See Section 176.006, Local Government Code. A person commits an offense if the person knowingly violates Section 176.006, Local Government Code. An offense under this section is a Class C misdemeanor. 1
Name of person who has a business relationship with local governmental entity.
2
Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date the originally filed questionnaire becomes incomplete or inaccurate.) 3
Name of local government officer with whom filer has employment or business relationship.
Name of Officer This section (item 3 including subparts A, B, C & D) must be completed for each officer with whom the filer has an employment or other business relationship as defined by Section 176.001(1-a), Local Government Code. Attach additional pages to this Form CIQ as necessary. A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment income, from the filer of the questionnaire? Yes
No
B. Is the filer of the questionnaire receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer named in this section AND the taxable income is not received from the local governmental entity? Yes
No
C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership of 10 percent or more? Yes
No
D. Describe each employment or business relationship with the local government officer named in this section.
4
Signature of person doing business with the governmental entity
Date Adopted 06/29/2007
Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion – Lower Tier Covered Transactions This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 7 CFR Part 3017, Section 3017.510, Participants’ responsibilities. The regulations were published as Part IV of the January 30, 1989, Federal Register (pages 4722-4733). (before completing certification, read attached instructions.) (1) The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. (2) Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal.
Organization Name
PR/Award Number or Project Number
Name and Title of Authorized Representative
Signature
Date
Instructions For Suspension/Debarment Certification Statement: 1. By signing and dating the certification statement, the bidder certifies that neither it nor any of its principals (e.g., key employees) has been proposed for debarment, debarred or suspended by a federal agency on the date signed. 2. The prospective bidder shall provide immediate written notice to the person to which this proposal is submitted if at any time the prospective bidder learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 3. Federal and State penalties exist for vendors and districts that knowingly enter into contracts with suspended / debarred person.
Residence Certification
In accordance with Article 601g. as adopted by the 1985 Texas Legislature, the following will apply. The pertinent portion of the Act has been extracted and is as follows: Article 601g. State of Political Subdivision Contracts for Construction, Supplies, Services, Bids by Non-Resident Section 1(a) in this Act: 1. “Governmental agency of the state” means an incorporated city or town, a county, a public school district, a special-purpose district or authority, or a district, county, or justice of the peace court. 2. “Nonresident Bidder” means a bidder whose principal place of business is not in this state, but excludes a contractor whose ultimate parent company or majority owner has its principal place of business in this state. 3. “Texas Residential Bidder” means a bidder whose principal place of business is in this state, and includes a contractor whose ultimate parent company or majority owner has its principal place of business in this state. The state or governmental agency of the state may not award a contract for general construction, improvements, services, or public works projects, or purchase of supplies, materials, or equipment to a nonresident bidder unless the nonresident’s bid is lower than the lowest bid submitted by a responsible Texas resident bidder by the same amount that a Texas resident bidder would be required to under bid a nonresident bidder to obtain a comparable contract in the state in which the nonresident’s principal place of business is located.
I certify that as defined in Article 601g, that: Company Name:
____________________________________________ _____ Yes, I am a Texas Residence Bidder _____ No, I am a _____________ Residence Bidder
Printed Name:
____________________________________________
Signature:
____________________________________________
Statement of Non-Collusion and Non-Discrimination
My signature certifies that the accompanying bid: 1. Is not the result of, or affected by an unlawful act of collusion with another person or company engaged in the same line of business or commerce, or any act of fraud punishable under current local, state, and/or federal ordinances, statutes, regulations, and/or policies. Furthermore, I understand that fraud and unlawful collusion are crimes under Federal Law, and can result in fines, prison sentences, and civil damage awards. 2. During the performance of any contracted awarded, the Seller will not discriminate against any employee or applicant for employment because of race, religion, color, sex, or national origin, or handicaps, except where religion, sex, or national origin is a bona fide occupational qualification reasonably necessary to the normal operations of the Seller. The Seller agrees to post in conspicuous places, available to employees and applicants for employment, notice setting forth the provisions of this non-discrimination clause. 3. The Seller, in all solicitations and advertisements for employees placed by, or on behalf of, the Seller, will state that such Seller is an equal opportunity employer. 4. Notices, advertisements, and solicitations placed in accordance with Federal Law, rule, or regulation, shall be deemed sufficient for the purpose of meeting the requirements of this section. 5. The Seller shall include the provisions of the foregoing paragraphs 2, 3, and 4 in every subcontract or purchase order over $10,000.00 so that the provisions will be binding upon each subcontractor or vendor.
I hereby certify that I am authorized to sign as a Representative for the Seller: Name of Seller
_______________________________________
Address:
_______________________________________
City/State/Zip:
_______________________________________
Signature:
_______________________________________
Name (Print):
_______________________________________
Title:
_______________________________________
Date:
_______________________________________
W-9
Form (Rev. August 2013) Department of the Treasury Internal Revenue Service
Request for Taxpayer Identification Number and Certification
Give Form to the requester. Do not send to the IRS.
Print or type See Specific Instructions on page 2.
Name (as shown on your income tax return) Business name/disregarded entity name, if different from above
Exemptions (see instructions):
Check appropriate box for federal tax classification: Individual/sole proprietor
C Corporation
S Corporation
Partnership
Trust/estate Exempt payee code (if any)
Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=partnership) ▶ Other (see instructions) ▶ Address (number, street, and apt. or suite no.)
Exemption from FATCA reporting code (if any)
Requester’s name and address (optional)
City, state, and ZIP code List account number(s) here (optional)
Part I
Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. The TIN provided must match the name given on the “Name” line to avoid backup withholding. For individuals, this is your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN on page 3.
Social security number
Note. If the account is in more than one name, see the chart on page 4 for guidelines on whose number to enter.
Employer identification number
Part II
–
–
–
Certification
Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), and 2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, and 3. I am a U.S. citizen or other U.S. person (defined below), and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions on page 3.
Sign Here
Signature of U.S. person ▶
Date ▶
General Instructions
withholding tax on foreign partners’ share of effectively connected income, and
Section references are to the Internal Revenue Code unless otherwise noted. Future developments. The IRS has created a page on IRS.gov for information about Form W-9, at www.irs.gov/w9. Information about any future developments affecting Form W-9 (such as legislation enacted after we release it) will be posted on that page.
Purpose of Form A person who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, payments made to you in settlement of payment card and third party network transactions, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA. Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN to the person requesting it (the requester) and, when applicable, to: 1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued), 2. Certify that you are not subject to backup withholding, or 3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the
4. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting, is correct. Note. If you are a U.S. person and a requester gives you a form other than Form W-9 to request your TIN, you must use the requester’s form if it is substantially similar to this Form W-9. Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are: • An individual who is a U.S. citizen or U.S. resident alien, • A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States, • An estate (other than a foreign estate), or • A domestic trust (as defined in Regulations section 301.7701-7). Special rules for partnerships. Partnerships that conduct a trade or business in the United States are generally required to pay a withholding tax under section 1446 on any foreign partners’ share of effectively connected taxable income from such business. Further, in certain cases where a Form W-9 has not been received, the rules under section 1446 require a partnership to presume that a partner is a foreign person, and pay the section 1446 withholding tax. Therefore, if you are a U.S. person that is a partner in a partnership conducting a trade or business in the United States, provide Form W-9 to the partnership to establish your U.S. status and avoid section 1446 withholding on your share of partnership income.
Cat. No. 10231X
Form W-9 (Rev. 8-2013)
Bryan Independent School District Purchasing Department 101 North Texas Avenue, Bryan, Texas 77803 (979) 209-1048 (979) 209-1098
Sole Source Affidavit An item can be purchased without the benefit of a competitive process if the purchase complies with Section 44.031(j) of the Texas Education Code. An item is considered “sole source” if there is no other like item available in the marketplace that would serve the same purpose or function, and only one price for the product because of exclusive distribution or marketing rights. Tex. Educ. Code §44.031(j) states: Without complying with §44.031(a), the Board of Trustees of a school district may purchase an item that is available from only one source including: (1) an item for which competition is precluded because of the existence of a patent, copyright, secret process, or monopoly: (2) a film, manuscript, or book; (3) a utility service, including electricity, gas, or water, and (4) a captive replacement part or component for equipment. Note: The exceptions provided by Subsection 44.031(j) do not apply to mainframe data-processing equipment and peripheral attachments with a single-item purchase price in excess of $15,000. By signing below, I confirm that I have reviewed Section 44.031 of the Texas Education Code, and hereby represent and certify that our product (described below) is a “sole source” item pursuant to Section 44.031(j) of the Texas Education Code. [Note: the item below must be described without brand names, trademarks or other proprietary designations.]
In addition, we certify that no suspension or debarment is in place, which would preclude receiving a federally funded contract. Company Address City, State, Zip Code Telephone No.
Fax No.
Email Address Authorized Signature Title SUBSCRIBED AND SWORN to before me on this
day of
, 20
Notary Public, State of
Printed Name (Seal)
Date Commission Expires
Notice: A person commits a felony if s/he knowingly makes a false entry in a governmental record. Texas Penal Code, Sole Source Affidavit section 37.10. Page 1 of 2
Bryan Independent School District Purchasing Department 101 North Texas Avenue, Bryan, Texas 77803 (979) 209-1048 (979) 209-1098
Sole Source Affidavit BEFORE ME, the undersigned official, on this day, personally appeared ___________________________________, A person known to me to be the person whose signature appears below, who after being duly sworn upon his oath deposed and said: 1.
My name is felony, and am competent to sign this affidavit.
2.
I am an authorized representative of the following company or firm:
3.
The above-named company or firm is the only provider of the following sole source item (Note: the item must be described without brand names, trademarks or other proprietary designations):
4.
Relative to the item identified above, I hereby represent and certify that: a. b. c. d. e.
. I am over the age of 18, have never been convicted of a
There is no other like item available for purchase that would serve the same purpose or function; There is only one price for the item because of exclusive distribution or marketing rights; If the item is protected by a patent, copyright, secret process or monopoly, competition in providing the item is precluded by the existence of a patent, copyright, secret process or monopoly; The item is not mainframe data-processing equipment or peripheral attachments; and No suspension or debarment is in place, which would preclude receiving a federally funded contract.
(Signature) SUBSCRIBED AND SWORN to before me on this
day of
, 20
(Notary Public, State of
)
(Printed Name) (Seal)
(Date Commission Expires)
Notice: A person commits a felony if s/he knowingly makes a false entry in a governmental record. Texas Penal Code, section 37.10. Page 2 of 2
