IRVING

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IRVING

i ndependent School District

PURCHASING DEPARTMENT 2621 West Airport Freeway, Irving, Texas 75062-2637

Phone: (972) 600-5440

ADDENDUM#! RFP #22-70-735 Bond Election Consulting Services

This addendum fonns a part of the solicitation documents, modified the original document as listed below, and is hereby made part of any pursuant award. Acknowledge receipt of this addendum by returning the completed and signed form with the solicitation response.

1. The purpose of this Addendum #1 is to correct the list of Officers on page 20 and 24 of the RFQ as follows:

Officers of the Irving Independent School District are:

Randy Randle, Board President (District 7) Nuzhat Hye, Vice President, (District 4) Pamela Campbell, Board Secretary, (District 3) Dr. Rosemary Robbins, Board Member (District 1) Michael Kelley, Board Member (District 2) A.D . Jenkins, Board Member (District 5) Tony Grimes, Board Member (District 6) Magda Hernandez, Superintendent of Schools

Company Name

erome Pilgrim, Director of Purchasing

Address City Signature Title

State

Zip

Notice to Vendors (Page 20)

Conflict of Interest Disclosure Statements

Texas Local Government Code, Chapter 176

Vendors are required to file a Conflict of Interest Questionnaire with the District if a relationship exists between the vendor' s company and an officer of the District. Vendors are encouraged to review and become familiar with all disclosure requirements of Texas Local Government Code, Chapter 176.

Conflicts of interest exist if: 1. the person has employment or other business relationship with the local government officer or a family member resulting in the officer or family member receiving taxable income; or 2. the person has given the local government officer or family member one or more gifts (excluding food , lodging, transportation, and entertainment) that have an aggregate value of more than $250 in the twelve month period preceding the date the officer becomes aware of an executed contract or consideration of the person for a contract to do business with the District.

Disclosure is required from vendors regarding each affiliation or business relationship between the vendor and: 1. an officer of the District; 2. an officer of the District that results in the officer orfamily member receiving taxable income; 3. an officer of the District that results in the vendor receiving taxable income that does not come from the District; 4. a corporation or other business entity in which an officer of the District serves as an officer or director, or holds an ownership interest of 10% or more; 5. an employee or contractor of the District who makes recommendations to an officer of the District regarding the expenditure of money; 6. an officer of the District who appoints or employs an officer of the District that is the subject of the questionnaire; and 7. any person or entity that might cause a conflict of interest with the District.

Forms must be filed : 1. No later than the seventh business day after the date that the person begins contract discussions or

negotiations with the government entity, or submits to the entity an application, response to a request for proposal or bid, correspondence, or other writing related to a potential agreement with the entity.

2. The Vendor also shall file an updated questionnaire: a. not later than September 1 of each year in which a covered transaction is pending, and b. the seventh business day after the date of an event that would make a statement in the questionnaire incomplete or inaccurate.

3. A vendor is not required to file an updated questionnaire if the person had filed an updated statement on or after June 1, but before September 1 of the year.

Officers of the Irving Independent School District are: Randy Randle, Board President (District 7) Nuzhat Hye, Vice President, (District 4) Pamela Campbell, Board Secretary, (District 3) Dr. Rosemary Robbins, Board Member (District 1) Michael Kelley, Board Member (District 2) A.D. Jenkins, Board Member (District 5) Tony Grimes, Board Member (District 6) Magda Hernandez, Superintendent of Schools

If you are required to file, send the completed form to Irving Independent School District, Purchasing Department, 2621 West Airport Freeway, Irving, Texas 75062.

CAMPAIGN CONTRIBUTION DISCLOSURE FORM RFQ # 22-70-735 (Page 24)

Please sign and include this form in your response :

A prospective contractor seeking to enter into a contract to provide services for the Irving Independent School District ("the District") must file this form with the District's Purchasing Department. This form must be filed even if the contract qualifies as a small purchase or a sole source contract. The prospective contractor must disclose whether they, a family member or a representative of the prospective contractor has made a campaign contribution to any current Board of Trustee member of the District during the two years prior to the date on which the contractor submits a proposal or, in the case of a sole source or small purchase contract, the two years prior to the date the contractor signs the contract, if the aggregate total of contributions given by the prospective contractor, a family member or a representative of the prospective contractor, to the current Board of Trustee member of the District exceeds two hundred and fifty dollars ($250) over the two year period.

Furthermore, the District may cancel a solicitation or proposed award for a proposed contract, or a contract that is executed may be terminated if: 1) a prospective contractor, a fami ly member of the prospective contractor, or a representative of the prospective contractor gives a campaign contribution or any other thing of value to any Board of Trustee member of the District during the pendency of the procurement process or 2) a prospective contractor fails to submit a fully completed CAMPAIGN CONTRIBUTION DISCLOSURE FORM.

THIS FORM MUST BE INCLUDED IN THE RESPONSE FOR THIS REQUEST FOR PROPOSALS FOR FINANCIAL ADVISOR SERVICES AND MUST BE FILED BY ANY PROSPECTIVE CONTRACTOR WHETHER OR NOT THEY, THEIR FAMILY MEMBER, OR THEIR REPRESENTATIVE HAS MADE ANY CONTRIBUTIONS SUBJECT TO DISCLOSURE.

The following definitions apply:

"Campaign Contribution" means a gift, subscription , loan, advance or deposit of money or other thing of value, including the estimated value of an in-kind contribution, that is made to or received by an applicable public official or any person authorized to raise, collect or expend contributions on that official's behalf for the purpose of electing the official to statewide or local office. "Campaign Contribution" includes the payment of a debt incurred in an election campaign, but does not include the value of services provided without compensation or unreimbursed travel or other personal expenses of individuals who volunteer a portion or all of their time on behalf of a candidate or political committee, nor does it include the administrative or solicitation expenses of a political committee that are paid by an organization that sponsors the committee.

"Family member'' means spouse, father, mother, child, father-in-law, mother-in-law, daughter-in-law or son-in-law of (a) a prospective contractor, if the prospective contractor is a natural person; or (b) an owner of a prospective contractor.

"Pendency of the procurement process" means the time period commencing with the public notice of the request for proposals and ending with the award of the contract or the cancellation of the request for proposals.

"Prospective contractor" means a person or business that is subject to the competitive sealed proposal process set forth in the Purchasing Code or a person or business that is not required to submit a competitive sealed proposal because that person or business qualifies for a sole source or a small purchase contract.

"Representative of a prospective contractor" means an officer or director of a corporation , a member or manager of a limited liability corporation, a partner of a partnership or a trustee of a trust of the prospective contractor, or an employee or agent of the prospective contractor acting on behalf of the prospective contractor.

Applicable current Board of Trustees of the Irving Independent School District:

Officers of the Irving Independent School District are: Randy Randle, Board President (District 7) Nuzhat Hye, Vice President, (District 4) Pamela Campbell, Board Secretary, (District 3) Dr. Rosemary Robbins, Board Member (District 1) Michael Kelley, Board Member (District 2) A.D. Jenkins, Board Member (District 5) Tony Grimes, Board Member (District 6) Magda Hernandez, Superintendent of Schools

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