PROPOSAL FOR
WORKFORCE SOLUTIONS ALAMO
LEASE OF HEADQUARTERS OFFICE
CENTRAL BUSINESS DISTRICT
SAN ANTONIO, TEXAS
______, 2016
Proposer:
______
______
______
INDEX
A.Proposer Information
B.Experience of the Proposer
C.Proposed Rent
D.Exhibits
E.Proposer's Declaration
F.Proposer's Signature
Exhibits:
"A"Terms & Conditions
"B"Certifications
"C" Certification Regarding Drug-Free Workplace Requirements
"D"Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions
"E"Certificate Regarding Conflict of Interest
PROPOSAL FORM
______
A.PROPOSER INFORMATION
1.Name of Firm (exactly as it is to appear on the agreement):
2.Principal Office Address (physical and mailing address):
3.Telephone Number:
4.Contact Person:
5.Form of Business Entity (check one and complete one of the next three statements):
( )Partnership
( )Corporation
( )Joint Venture
( )Individual/Sole Proprietorship (no additional page required)
6.Taxpayer ID Number: ______
FORM OF ENTITY (PARTNERSHIP)
If a PARTNERSHIP, answer the following:
a.Date of Organization?
b.General Partnership ( )Limited Partnership ( )
c.Partnership Agreement recorded?Yes ( )No ( )
______
DateBookPageCounty
d.Has the Partnership done business in Texas?
Yes ( )No ( )When?
e.Name, physical address, and partnership share of each general partner:
NAMEADDRESSSHARE
1.______%
2.______%
3.______%
4.______%
f.Please attach a copy of the Partnership Agreement.
FORM OF ENTITY (CORPORATION)
If a CORPORATION, answer the following:
a.When incorporated?
b.Where incorporated?
c.Is the corporation authorized to do business in Texas?
(1)Yes ( )No ( ).If so, as of what date?
(2)If Texas is not state of incorporation:
i)Address of the registered office in Texas: ______
ii)Name of registered agent in Texas at such office: ______
iii)Attach Certificate of Authority (pursuant to Article 8.07 of the Texas Business Corporation Act) to transact business in Texas.
d.The Corporation is held:Publicly ( )Privately ( )
e.Furnish the name, title and address of each officer, director and principal shareholders owning 10% or more corporation's issued stock and any person or organization with a contractual arrangement to participate in its profits (if any person responding to this sub-section is a corporation or other business entity, please provide information concerning ownership of such entity).
PRINCIPAL BUSINESS
AFFILIATION OTHER
THAN PROPOSER'S
DIRECTOR'S NAME ADDRESS DIRECTORSHIP
1.______
2.______
3.______
4.______
5.______
6.______
OFFICER'S NAMEPOSITION
1.______
2.______
3.______
4.______
PRINCIPAL SHAREHOLDERSADDRESS
1.______
2.______
3.______
4.______
5.______
Please attach certificate of good standing.
FORM OF ENTITY (*JOINT VENTURE)
If a JOINT VENTURE, answer the following:
a.Date of Organization?
b.Joint Venture Agreement recorded? Yes ( )No ( )
______
DateBookPageCounty
c.Have the Joint Venturers done business in Texas?
Yes ( )No ( ).When?
d.Name and address of each Joint Venturer:
NAMEADDRESS
1.______
2.______
3.______
4.______
e.Percent of ownership of each Joint Venture:
PERCENT OFBUSINESS
NAMEOWNERSHIP ROLE
1.______%______
2.______%______
3.______%______
4.______%______
f.Please attach a copy of the Joint Venture Agreement.
B.EXPERIENCE OF THE PROPOSER
1.Provide the continuous number of years engaged in Leasing in the CBD.
______
2.List properties for rent.
a.______
b.______
c.______
d.______
e.______
3.Have any agreements held by Proposer for leasing ever been terminated?
Yes ( )No ( ).
If yes, give details.
______
4.Operational References
List persons or businesses who have knowledge of your ability to manage and lease property.
REFERENCE NO. 1
NAME: ______
FIRM: ______
TITLE: ______
ADDRESS: ______
EMAIL:
TELEPHONE: ______
NATURE OF ASSOCIATION: ______
REFERENCE NO. 2
NAME: ______
FIRM: ______
TITLE: ______
ADDRESS: ______
EMAIL:
TELEPHONE: ______
NATURE OF ASSOCIATION: ______
5.FINANCIAL INTEGRITY OF THE PROPOSER
a.Financial Statements
Proposer shall submit to WSA a Balance Sheet and Income Statement (preferably by an independent Certified Public Accountant), reflecting Proposer's most recent annual operating period together with a copy of Proposer's annual report, if available. (Please attach).
b.Surety Information
Have you ever had a bond or surety canceled or forfeited?Yes( ) No( ).
If yes, state name of bonding company, date, amount of bond and reason for such cancellation or forfeiture.
______
c.Bankruptcy Information
Have you ever been declared bankrupt?Yes ( ) No ( )
If yes, state date, court jurisdiction, cause number, amount of liabilities and amount of assets.
______
d.Financial References
List two (2) persons or firms with whom you have conducted significant financial transactions during the past three (3) years. If firms are used, give the name of the department and/or person who may be contacted. Proposers are to attach a letter of reference from each of the below listed persons or firms.
REFERENCE NO. 1
NAME: ______
FIRM: ______
TITLE: ______
ADDRESS: ______
EMAIL:
REFERENCE NO. 2
NAME: ______
FIRM: ______
TITLE: ______
ADDRESS: ______
EMAIL:
6.OVERALL REPUTATION (Restate each question and provide response)
a.Please describe your organization structure and number of employees. If you contemplate using subcontractors, please designate how many and identify.
b.Please describe any pending or threatened litigation in which you are involved.
c.Please describe litigation, if any, in which you have been involved that could affect your operation.
d.Please describe any and all litigation, regulatory actions and/or investigations you have been subject to in the last five (5) years.
e.Please list all tax liens of any nature, on you or any related or affiliated entity in the last five (5) years.
C.PROPOSED RENT
Indicate the rent that you would charge to WSA each year per square foot, if selected as Lessor.
DateRentDateRent
2016$______2021$______
2017$______2022$______
2018$______2023$______
2019$______2024$______
2020$______2025$______
Also please specify any additional charges, such as CAM, utilities, security, and parking in an addendum.
D.EXHIBITS
The following documents are incorporated and made a part of this proposal. Proposer agrees to be bound by all the terms and conditions contained in each Exhibit.
1.Terms & Conditions: Exhibit "A"
2.Certifications: Exhibit "B"
3.Certification Regarding Drug-Free Workplace Requirements: Exhibit "C"
4.Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions: Exhibit "D"
5.Certificate Regarding Conflict of Interest: Exhibit "E"
E.PROPOSER'S DECLARATION
PROPOSER UNDERSTANDS, AGREES AND WARRANTS:
1.That Proposer has carefully read and fully understands the information that was provided by WSA to serve as the basis for submission of this proposal to provide office lease for WSA in the headquarters office space in Central Business District.
2.That Proposer has the capability to successfully undertake and complete the responsibilities and obligations of the proposal submitted.
3.That all information contained in the Proposal is true and correct to the best of Proposer's knowledge.
4.That Proposer did not, in any way, collude, conspire, or agree directly or indirectly, with any person, firm, corporation or Proposer in regard to the amount, terms or conditions of this Proposal.
5.That WSA reserves the right to reject any or all proposals and/or to accept any or all proposals.
6.That by submission of this proposal, the Proposer acknowledges that WSA has the right to make any inquiry it deems appropriate to substantiate or supplement information supplied by Proposer and Proposer hereby grants the WSA permission to make said inquiries.
7.That submission of the proposal constitutes a firm offer to WSA and may be accepted by the WSA at any time prior to 6 months after deadline for submitting proposals or after each proposal submitted has been either accepted or rejected, whichever shall be earlier.
8.That Proposer shall not communicate with any representative of WSA except for Executive Director or WSA legal counsel once this RFP is released until date of award by WSA.
F.PROPOSER'S SIGNATURE
No proposal shall be accepted which has not been signed in ink on one (1) of the appropriate forms (separate pages).
SIGNATURE PAGE (INDIVIDUAL)
If Proposer is an INDIVIDUAL, sign here:
______
Name
______
Doing Business As
THE STATE OF §
COUNTY OF §
This instrument was acknowledged before me on the ____ day of ______, 2016, by ______.
______
Notary Public, State of
SIGNATURE PAGE (PARTNERSHIP OR JOINT VENTURE)
If Proposer is a PARTNERSHIP or JOINT VENTURE, at least two (2) Partners or each of the Joint Venturers must sign here:
______
Partnership or Joint Venture Name
By: ______
Member of the Partnership
Joint Venture
By: ______
Member of the Partnership
Joint Venture
THE STATE OF §
COUNTY OF §
This instrument was acknowledged before me on the ____ day of ______, 2016, by , of ______in the capacity therein stated and on behalf of that partnership or joint venture.
______
Notary Public, State of
SIGNATURE PAGE (CORPORATION)
If Proposer is a CORPORATION, the duly authorized officer(s) must sign as follows:
The undersigned certified that they are respectively
______and ______
TitleTitle
of the corporation named below; that they are designated to sign this Proposal Form by resolution (attach Certified Copy) for and on behalf of the below named CORPORATION, and that they are authorized to execute same for and on behalf of said CORPORATION.
______
Corporation Name
By: ______
______
Title
THE STATE OF §
COUNTY OF §
This instrument was acknowledged before me on the ____ day of ______, 2016, by ______, of ______, a ______corporation, in the capacity therein stated and on behalf of that corporation.
______
Notary Public, State of
ATTACHMENT A
TERMS AND CONDITIONS
ATTACHMENT B
CERTIFICATIONS
ATTACHMENT C
CERTIFICATION REGARDING DRUG-FREE WORKPLACE REQUIREMENTS
- The Proposer certifies that it will or will continue to provide a drug-free workplace by:
- Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violation of such prohibition.
- Establishing an ongoing drug-free awareness program to inform employees about:
- the dangers of drug abuse in the workplace;
- the proposer’s policy of maintaining a drug-free workplace;
- any available drug counseling, rehabilitation, employee assistance programs, and;
- the penalties that may be imposed upon employees for drug abuse violations occurring in the workplace.
- Making it a requirement that each employee to be engaged in the performance of the grant be given a copy of the statement required by paragraph a.
- Notifying the employee in the statement required by paragraph a) that, as a condition of employment under the grant, the employee will:
- abide by the terms of the statement; and
- notify the employer in writing of his or her conviction for a violation of a criminal drug statute occurring in the workplace no later than five calendar days after such conviction.
- Notifying the agency in writing, within ten calendar days after receiving notice under subparagraph (d)(2) from an employee or otherwise receiving actual notice of such conviction. Employers of convicted employees must provide notice, including position title, to every grant officer or other designee on whose grant activity the convicted employee was working, unless the Federal agency has designated a central point for the receipt of such notices. Notice shall include the identification number(s) of each affected grant.
- Taking one of the following actions, within 30 calendar days of receiving notice under subparagraph (d)(2), with respect to any employee who is convicted by:
- taking appropriate personnel action against such an employee, up to and including termination, consistent with the requirements of the Rehabilitation Act of 1973, as amended; or
- requiring such employee to participate satisfactorily in a drug abuse assistance for rehabilitation program approved for such purposes by a Federal, state, or local health, law enforcement, or other appropriate agency.
- Making a good faith effort to continue to maintain a drug-free workplace through implementation of paragraphs (a), (b), (c), (d), (e), and (f).
- The proposer may insert in the space provided below the site(s) for the performance of work done in connection with the specific grant.
Place of Performance:
Check [ ] if there are workplaces on file that are not identified here[ ] Not applicable
Name of Applicant Organization: ______
Name and Title Authorized Signatory: ______
Signature: ______Date: ______
ATTACHMENT D
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, 29 CFR Part 98. The regulations were published as Part VII of the May 26, 1988 Federal Register (pages 19160-19211).
The prospective recipients of Federal assistance funds certifies, by submission of this quotation, that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency.
Where the prospective recipient of Federal assistance funds is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this quotation.
Name of Organization
______
Name and Title of Authorized Representative
______
(Signature) (Date)
ATTACHMENT E
CERTIFICATE REGARDING CONFLICT OF INTEREST
By signature of this Certificate, Proposer covenants and affirms that:
1) No manager, employee or paid consultant of the Proposer is a member of the Policy Board, the President, or an employee of AWD;
2) No manager or paid consultant of the Proposer is married to a member of the Policy Board, the President, or an employee of AWD;
3) No member of the Policy Board, the President or an employee of AWD owns or controls more than a 10 percent share in the Proposer’s organization;
4) No spouse of a member of the Policy Board, President, or employee of AWD receives compensation from Proposer for lobbying activities as defined in Chapter 305 of the Texas Government Code;
5) Proposer has disclosed within the quotation response any interest, fact or circumstance which does or may present a potential conflict of interest;
6) Should Proposer fail to abide by the foregoing covenants and affirmations regarding conflict of interest, Proposer shall not be entitled to the recovery of any costs or expenses incurred in relations to any contract with AWD and shall immediately refund to AWD any fees or expenses that may have been paid under the contact and shall further be liable for any others costs incurred or damages sustained by AWD relating to that contract.
Name of Individual or Organization submitting application:
______
Name and Title of Authorized Signatory:
______
Signature: ______Date: ______