Date:

Submitted by:

BOARD OF TRUSTEES Richardson Independent School District

Richardson, Texas Study Session

October 3, 2016

Tony Harkleroad, Deputy Superintendent, Finance and Support Services

TOPIC: Specified Best Value/Low Bids, Contracts and Cumulative Purchases

BACKGROUND INFORMATION:

Bids for the items listed on the attached sheets were advertised and received for opening in the Business Services Department. The bid(s) listed on the following pages are recommended for acceptance as the lowest responsive bid(s) or other qualifying bid that meets specifications and provides the best value to the District. If the lowest responsive bid does not fall within the budgeted amount for the item, supportive justification and information has been requested and may be made available.

Contract(s) for the services reflected on the attached sheets have been reviewed and, where needed, negotiated. Each contract is within the budgeted amount for the item. As indicated, certain contracts have been renegotiated, modified, or otherwise changed. Any such changes recommended are within budgeted amounts.

The attached sheets also show cumulative purchases from vendors who were selected from the state­approved lists aggregate to amounts that suggest Board review. All such purchases have been made through established District procedures to ensure that the purchase provided the best buy at the lowest available price.

SUPERINTENDENT'S RECOMMENDATION:

The Superintendent recommends that the Board accept the bid(s) and contract(s) as listed on the following pages.

PROPOSED RESOLUTION

WHEREAS, the Board has authorized the District's administration to secure bids for various items required for District operations; and

WHEREAS, the RISD Business Services Department has solicited , received , opened, and considered responsive bids and made recommendations for the acceptance of certain bids that provide the best value to the District; and

WHEREAS, the District has made cumulative purchases from previously qualified vendors in accordance with applicable procedures for services; and

WHEREAS, the RISD Business Services Department has solicited and received proposed contracts for proposed services and has recommended that the District enter into specified contracts for needed services; and

WHEREAS, an effective management of the District's purchasing and acquisition processes supports the Board's goal that the District will ensure excellence in operations; now

THEREFORE, BE IT RESOLVED, that the Board of Trustees of the Richardson Independent School District accepts, and/or app~oves the specified bid(s), contract(s), and cumulative purchases listed on the attached pages.

Board Agenda October 3, 2016 Bid Description Recommended Vendor

Number

1428 Basic Life/AD&D/ Unum Supplemental Life/ AD&D/Retiree Life Coverage

1429 Short-Term & Long-Term Unum Disability Insurance

1434 CTE Consultant Services Jo Lynn Ellzey

Bid Renewals: Bid Description

Number

None

Contract Information:

Debra Kay Campbell J and L Consultants Yvonne Flowers Joanna Jackson Jan Lucio

Recommended Vendor

Contracts, Contract Modifications & Change Orders: Greater than $100,000

Dallas County Local Workforce Development Board, Inc. - $ Reimbursable services to provide an adult education and literacy program

Amount

$24,656.40

Compliance

Compliance

Amount

Amount

419,520.00

Budgeted Amount

$30,760.56

N/A

N/A

Budgeted Amount

Number of Number Of Bids Responses No Bid sought

Responses

6 0 20

5 0 19

6 0 5

Number of Number Of Bids Responses No Bid sought

Responses

Contracts, Contract Modifications & Change Orders: Less than $100,000 (Information Only)

Education Service Center Region 10: Title Ill Bilingual/ ESL- $ Providing support services for teachers and administrators through bilingual and ESL programs

University of Texas Health Science Center at Houston/ $ Department of Pediatrics - Children's Learning Institute -Providing Preschool Foundations Training, Pre-K Guidelines Training and Oral LanguageNocabulary Development Training

Linda L. Sullivan - Consultant providing dyslexia training to $ teachers in compliance with the state dyslexia law for a longer contract duration

InterContinental Dallas - Venue to hold JJ Pearce High School $ senior prom

Martha J. Glover - Consultant providing orientation and mobility $ services to visually impaired students

ECHO Education- "Texas History Alive" field trip to Austin for $ MST students

Education Service Center Region 10: Counselor Initiative $ and Student Support (CISS) - Providing consultations, resources, training, and technical assistance to counselors

Amount

26,500.00

22,000.00

20,000.00

15,000.00

15,000.00

8,137.00

5,500.00

Other:

Cumulative Purchases from Qualified Vendors: August 22, 2016- September 11, 2016 (Information Only) BUY BOARD- Texas Association of School Boards CCGPF-Collin County Governmental Purchasers Forum CPGPC- Choice Partners Government Procurement Coop DIR- State of Texas Department of Information Resources EPCNT- Education Purchasing Cooperative of North Texas NCPA -National Cooperative Purchasing Alliance NJPA- National Joint Powers Alliance PPPCP- Prospering Pals Purchasing Cooperative Program TCPN -Texas Cooperative Purchasing Network TIPS- The lnterlocal Purchasing System TPASS- Texas Procurement and Support Services TXMAS -Texas Multiple Award Schedule U.S. Communities

$ $ $ $ $ $ $ $ $ $ $ $ $

TOTAL: $

Amount

1,508,591 .79 3,969.91

233,882.73 33,373.24 65,303.40

2,104.78 76,226.74 15,055.60 19,468.90 10,691.76

3,966.00 60,758.70 10,315.08

2,043, 708.63

Bid # 1428

1429

1434

BOARD AGENDA- OCTOBER 3, 2016 RECOMMENDED SPECIFIED BID COMMENTS

Description Basic Life/AD&D/ Supplemental Life/AD&D/ Retiree Life Coverage

Short-Term & Long-Term Disability Insurance

CTE Consultant Services

Comments This is a request for proposal that establishes a vendor to provide life insurance services for RISD employees. The provider who offered the District the best value was selected with the assistance of McGriff, Seibels, and Williams of Texas, Inc., Richardson ISD's Agent of Record. This agreement will be valid for three years with the option to renew for an additional three years in one year increments.

This is a request for proposal that establishes a vendor to provide disability insurance services for RISD employees. The provider who offered the District the best value was selected with the assistance of McGriff, Seibels, and Williams of Texas, Inc., Richardson ISD's Agent of Record. This agreement will be valid for three years with the option to renew for an additional three years in one year increments.

This is a request for proposal that establishes a roster of consultants to be used by the CTE Program for specific areas of need. The list of consultants will be available through August 2021.

Bid Renewals: l Bid # Description Comments

None

Other: None