HomeMy WebLinkAboutResolution - 2023-R0090 - PO 15800009 with Tom's Tree Place 2.28.23Resolution No. 2023-R0090
Item No. 5.2.2
February 28, 2023
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock is hereby authorized and directed to execute
and on behalf of the City of Lubbock, Purchase Order No. 15800009 for the replacement
certain infrastructure in the North Overton Public Improvement District, by and between the C
of Lubbock and West Texas Services d/b/a Tom's Tree Place of Lubbock, TX and rela
documents. Said Purchase Order is attached hereto and incorporated in this resolution as if fi
set forth herein and shall be included in the minutes of the City Council.
Passed by the City Council on
ATTEST:
Garza, City Secretary
February 28, 2023
APPROVED AS TO CONTENT:
D. u Kos ich, Chie cial Officer
APPROVED AS TO FORM:
i Leisure, Senior Assistant City Attorney
Iccdocs/RES.PurchaseOrd 15800009 NO PID infra. replmnt
1 2.20.23
Page - 1 of 2
City of Lubbock PURCHASE ORDER Date - 2/16/2023
TEXAS Order Number 15800009 000 OP
Branch/Plant 158
TO: TOMS TREE PLACE
5104 34TH
LUBBOCK TX 79410
SHIP TO: CITY OF LUBBOCK
CENTRAL WAREHOUSE
306 MUNICIPAL DRIVE
LUBBOCK TX 79408
INVOICE TO: CITY OF LUBBOCK
ACCOUNTSPAYABLE
P.O. BOX 2000
LUBBOCK, TX 79457 BY: 4f
Marta Alvarez. Direct of Purchasing & Contract Management
Ordered 2/28/2023 Freight
Requested 8/16/2023 Taken By K MORGAN
Delivery PER M BALLESTEROS REQ 59907 EXEMPT 252.022 (9)/PUR 17134
If you have any questions about the order, please contact Molly Ballesteros at 806-775-3083 or via email
MBallesteros@mylubbock.us
Description/Supplier Item Ordered
13' Stresscrete Pole & Fixture 6.000
13' Stresscrete Pole & Fixture 6.000
Replacement Globes 24.000
Non Lit Bollards 5.000
Terms NET DUE ON RECEIPT
Unit Cost
UM_
Extension _
Request Date
7,500.0000
EA
45,000.00
8/16/2023
8,000.0000
EA
48,000.00
8/16/2023
1,000.0000
EA
24,000.00
8/16/2023
5,650.0000
EA
28,250.00
8/16/2023
Total Order
145,250.00
TLGC Sec 252.022. General Exemptions. (9) paving drainage, street widening, and other public improvements, or related
matters, if at least one-third of the cost is to be paid by or through special assessments levied on property that will benefit
from the improvements;
This purchase order encumbers funds in the amount of $145,250.00 awarded to West Texas Services dba Tom's Tree
Place of Lubbock, TX, on February 28 , 2023. The following is incorporated into and made part of this purchase
order by reference: Quote dated February 13, 2023, from West Texas Services dba Tom's Tree Place of Lubbock, TX, and Texas
Local Government Code 252.022 (9).
Resolution # 2023-R0090
CITY OF L B
Tray Pay Mho
A ST•
RebeW Garza, City Secreta
City of
VLubbock PURCHASE ORDER
TEXAS
TO: TOMS TREE PLACE
5104 34TH
LUBBOCK TX 79410
Page - 2 of 2
Date - 2/16/2023
Order Number 15800009 000 OP
Branch/Plant 158
SHIP TO: CITY OF LUBBOCK
CENTRAL WAREHOUSE
306 MUNICIPAL DRIVE
LUBBOCK TX 79408
INVOICE TO: CITY OF LUBBOCK
ACCOUNTS PAYABLE
P.O. BOX 2000
LUBBOCK, TX 79457 BY: 4f
Marta Alvarez, Directbr of Purchasing & Contract Management
Ordered 2/28/2023 Freight
Requested 8/16/2023 Taken By K MORGAN
Delivery PER M BALLESTEROS REQ 59907 EXEMPT 252.022 (9)/PUR 17134
Ifyou have any questions about the order, please contact Molly Ballesteros at 806-775-3083 or via email
MBallesteros@mylubbock.us
INSURNACE REQUIRED:
Commercial General Liability:
$1,000,000 occurrence / $2,000,000 aggregate (can be combined
with an Excess Liability to meet requirement). CGL is required
in ALL contracts. It is perhaps the most important of all
insurance policies in a contractual relationship. It insures the
Contractor has broad liability coverage for contractual activities
and for completed operations.
Workers Compensation and Emulover Liabilitv:
Statutory. If the vendor is an independent contractor with no
employees and are exempt from providing Workers'
Compensation coverage, they must sign a waiver (obtained
from COL Purchasing) and include a copy of their driver's
license. Employer Liability ($1,000,000) is required with
Workers Compensation.
Commercial General Liability to include Products — Additional Policies:
Completion/OP, Personal and Advertising Injury, Contractual Professional Liability Requirements: $1,000,000
Liability, Fire Damage (any one fire), and Medical Expenses occurrence / $2,000,000 aggregate
(any one person).
Automotive Liability:
Combined Single limit for Any Auto - $1,000,000/occurrence is
*The City of Lubbock (including its officials, employees and volunteers) shall be afforded additional insu red status on a primary
and non-contributory basis on all liability policies except professional liabilities and workers' comp. *Waivers of Subrogation are
required for CGL, AL, and WC. *To Include Products of Completed Operations endorsement. *Carrier will provide a 30-day
written notice of cancellation, 10-day written notice for non-payment. *Carriers must meet an A.M. Best rating of A- or better.
*Subcontractors must carry same limits as listed above.
Rev. 312022
Seller and Buyer agree as
follows:
ACCEPTANCE OF THIS PURCHASE ORDER
PURCHASE ORDER
TERMS AND CONDITIONS
STANDARD TERMS AND CONDITIONS
the Contractor unless agreed upon in writing by the parties. In the event of conflict between the Cntv's terms and
conditions and anv terms and conditions provided by the Contractor, the toms and conditions provided herein shall
prevail. The terns and conditions providedare herein athe final terms agreed upon by the parties. and any prior
conflicting terns shall be of no force or effect.
1. SELLER TO PACKAGE GOODS. Seller will package goods in accordance with good commercial practice.
Each shipping container shall be clearly and permanently marked as follows (a) Seller's name and address, (b)
Consignee's name, address and purchase order or purchase release number and the supply agreement number if
applicable, (c) Container number and total number of containers, e.g. box I of 4 boxes, and (d) the number of the
container bearing the packing slip. Seller shall bear cost of packaging unless otherwise provided. Goods shall be
suitably packed to secure lowest transportation costs and to conform with requirements of common carriers and any
applicable specifications. Buyer's count or weight shall be final and conclusive on shipments not accompanied by
packing lists.
2. SHIPMENT UNDER RESERVATION PROHIBITED. Seller is not authorized to ship the goods under
reservation and no tender of a bill of lading will operate as a tender of goods.
3. TITLE AND RISK OF LOSS. The title and risk of loss of the goods shall not pass to Buyer until Buyer actually
receives and takes possession of the goods at the point or points of delivery.
4. NO REPLACEMENT OF DEFECTIVE TENDER Every tender of delivery of goods must fully comply with all
provisions of this contract as to time of delivery, quality and the like. If a tender is made which does not fully conform,
this shall constitute a breach and Seller shall not have the right to substitute a conforming tender, provided, where the
time for performance has not yet expired, the Seller may reasonably notify Buyer of his intention to cure and may
then make a conforming tender within the contract time but not afterward.
5. INVOICES & PAYMENTS. a S e 1 I e r shall submit separate invoices, in duplicate, one each purchase order or
purchase release after each delivery. Invoices shall indicate the purchase order or purchase release number and
the supply agreement number if applicable. Invoices shall be itemized and transportation charges, if any, shall be
listed separately. A copy of the bill of lading, and the freight waybill when applicable, should be attached to the
invoice. Mail To: Accounts Payable, City of Lubbock, P. 0. Box 2000, Lubbock, Texas 79457. Payment shall not
be due until the above instruments are submitted afterdelivery.
6. GRATUITIES. The Buyer may, by written notice to the Seller, cancel this contract without liability to Seller if
it is determined by Buyer that gratuities, in the form of entertainment, gifts or otherwise, were offered or given by the
Seller, or any agent or representative of the Seller, to any officer or employee of the City of Lubbock with a view to
securing a contract or securing favorable treatment with respect to the awarding or amending, or the making of any
determinations with respect to the performing of such a contract. In the event this contract is canceled by Buyer
pursuant to this provision, Buyer shall be entitled, in addition to any other rights and remedies, to recover or withhold
the amount of the cost incurred by Seller in providing such gratuities.
7. SPECIAL TOOLS & TEST EQUIPMENT. If the price stated on the face hereof includes the cost of any special
tooling or special test equipment fabricated or required by Seller for the purpose of filling this order, such special
tooling equipment and any process sheets related thereto shall become the property of the Buyer and to the extent
feasible shall be identified by the Seller as such.
8. WARRANTY -PRICE. a The price to be paid by the Buyer shall be that contained in Seller's bid which
Seller warrants to be no higher than Seller's current process on orders by others for products of the kind and
specification covered by this agreement for similar quantities murder similar of like conditions and methods of purchase.
In the event Seller breaches this warranty, the prices of the items shall be reduced to the Seller's current prices
on orders by others, or in the alternative. Buyer may cancel this contract without liability to Seller for breach
or Seller's actual expense. b. The Seller warrants that no person or selling agency has been employed or retained to
solicit or secure this contract upon an agreement or understanding for commission, percentage, brokerage, or contingent
fee excepting bona fide employees of bona fide established commercial or selling agencies maintained by the Seller for
the purpose of securing business. For breach of vitiation of this warranty the Buyer shall have the right in addition to
any other right of rights to cancel this contract without liability and to deduct from the contract prim, or otherwise
recover without liability and to deduct from the contract price, or otherwise recover the full amount of such commission,
percentage, brokerage or contingent fee.
9. WARRANTY -PRODUCT. Seller shall not limit or exclude any implied warranties and any attempt to do so shall
render this contract voidable at the option of the Buyer. Seller warrants that the goods furnished will conform to the
specification, drawings, and descriptions listed in the bid invitation, and to the sample(s) fumished by the Seller, if any.
In die event of a conflict or between the specifications, drawings, and descriptions, the specifications shall govern
Notwithstanding any provisions contained in the contractual agreement, the Seller represents and warrants fault -free
performance and fault -free result in the processing date and daze related data (including, but not limited to calculating,
comparing and sequencing) of all hardware, software and firmware products delivered and services provided under
this Contract, individually or in combination, as the case may be from the effective date of this Contract. The
obligations contained herein apply to products and services provided by the Seller, its sub- Seller or any third party
involved in the creation or development of the products and services to be delivered to the City of Lubbock under this
Contract. Failure to comply with any of the obligations contained herein, may result in the City of Lubbock
availing itself of any of its rights under the law and under this Contract including, but not limited to, its right pertaining
to termination or default. The warranties contained herein are separate and discrete from any other warranties
specified in this Contract, and are not subject to any disclaimer of warranty, implied or expressed, or limitation of the
Seller's liability which may be specified in this Contract, its appendices, its schedules, its annexes or any document
incorporated in this Contract by reference.
10. SAFETY WARRANTY. Seller warrants that the product sold to the Buyer shall conform to the standards
promulgated by the U. S. Department of Labor under the Occupational Safety and Health Act of 1970. In the event the
product does not conform to OSHA standards, Buyer may return the product for correction or replacement at the
Seller's expense. In the event Seller fails to make the appropriate correction within a reasonable time, correction
made by Buyer will be at the Seller's expense.
11. NO WARRANTY BY BUYER AGAINST INFRINGEMENTS. As par of this contract for sale Seller agrees
to ascertain whether goods manufactured in accordance with the specifications attached to this agreement will give
rise to the rightful claim of any third person by way of infiingement of the like. Buyer makes no warranty that The
production of goods according to the specification will not give rise to such a claim, and in no event shall Buyer be
liable to Seller for indemnification in the event that Seller issued on the grounds of infringement of the like. If Seller
is of the opinion that an infringement or the hike will result, he will notify the Buyer to this effect in writing within two
weeks after the signing of this agreement. If Buyer does not receive notice and is subsequently held liable for
the infringement or the like, Seller will save Buyer harmless. If Seller in good faith ascertains the production of the
goods in accordance with the specifications will result in infringement or the like, the contract shall be null and void.
12. NON APPROPRIATION. All funds for payment by the City under this contract are subject to the availability of an
annual appropriation for this purpose by the City. In the event of nonappropriation of funds by the City Council of the
City of Lubbock for the goods or services provided murder the contract, the City will terminate the contract, without
termination charge or other liability, on the last day of the then -current fiscal year or when the appropriation made for
the then -current year for the goods or services covered by this contract is spent, whichever event occurs lust. If atany
time funds are not appropriated for the continuance of this contract, cancellation shall be accepted by the Seller on
thirty (30) days prior written notice, but failure to give such notice shall be of no effect and the City shall not be
obligated under this contract beyond the daze of termination
13. RIGHT OF INSPECTION. Buyer shall have the right to inspect the goods at delivery before accepting them
14. CANCELLATION. Buyer shall have the right to cancel for default all or any part of the undelivered portion of
this order if Seller breaches any of the terms hereof including warranties of Seller or if the Seller becomes insolvent or
commits acts of bankruptcy. Such right of cancellation is in addition to and not in lieu of any other remedies which
Buyer may have in law or equity.
in accordance with this provision. Termination of work hereunder shall be effected by the delivery of the Seller of
a "Nonce of Termnatton" specifying the extent to which performance of work under the order is terminated and the
date upon which such termination becomes effective. Such right or termination is in addition to and not in lieu of the
rights of Buyer set forth in Clause 14, herein.
16. FORCE MAJEURE. Neither party shall be held responsible for losses, resulting if the fulfillment of any
terns of provisions of this contract is delayed or prevented by any cause not within the control of the party whose
performance is interfered with, and which by the exercise of reasonable diligence said party is unable to prevent.
17. ASSIGNMENT -DELEGATION. No right or interest in this contract shall be assigned or delegation of any
obligation made by Seller without the written permission of the Buyer. Any attempted assignment or delegation by
Seller shall be wholly void and totally ineffective for all purpose unless made in conformity with this paragraph.
I8. WAIVER No claim or right arising out of a breach of this contract can be discharged in whole or in part by a
waiver or renunciation of the claim or right unless the waiver or renunciation is supported by consideration and is in
writing signed by the aggrieved party.
19. INTERPRETATION -PAROLE EVIDENCE. This writing, plus any specifications for bids and performance
provided by Buyer in its advertisement for bids, and any other documents provided by Seller as par of his bid,
is intended by the parties as a final expression of their agreement and intended also as a complete and exclusive
statement of the terns of their agreement. Whenever a tern defined by the Uniform Commercial Code is used in this
agreement, the definition contained in the Code is to control.
20. APPLICABLE LAW. This agreement shall be governed by the Uniform Commercial Code. Wherever the tern
"Uniform Commercial Code' is used, it shall be construed as meaning the Uniform Commercial Code as adopted in
the State of Texas as effective and in force on the date of this agreement.
21. RIGHT TO ASSURANCE. Whenever one party to this contract in good faith has reason to question the other
parry's intent to perform he may demand that the other party give written assurance of his intent to perfomr. In the
event that a demand is made and no assurance is given within five (5) days, the demanding party may treat this
failure as an anticipatory repudiation of the contract.
22. INDEMNIFICATION. Seller shall indemnify, keep and save harmless the Buyer, is agents, officials and
employees, against all injuries, deaths, loss, damages, claims, patent claims, suits, liabilities, judgments, costs and
expenses, which may in anywise accrue against the Buyer in consequence of the granting of this Contract or which
may advise result therefrom, whether or not it shall be alleged or determined that the act was caused through
negligence or omission of the Seller or is employee, or of the subSeller or assignee or is employees, if any, and the
Seller shall, at his own expense, appear, defend and pay all charge of attorneys and all costs and other expense
arising therefrom of incurred in connection therewith, and, if any judgment shall be rendered against the Buyer in any
such action, the Seller shall, at its own expenses, satisfy and discharge the same Seller expressly understands and
agrees that any bond required by this contract, or otherwise provided by Seller, shall in no way limit the
responsibility to indemnify, keep and save harmless and defend the Buyer as herein provided.
23. TIME. It is hereby expressly agreed and understood that time is of the essence for the performance of this
contract, and failure by contract to mat the time specifications of this agreement will cause Seller to be in default
of this agreement.
24. MBE. The City of Lubbock hereby notifies all bidders that in regard to any contract entered into pursuant to
this request, minority and women business enterprises will be afforded equal opportunities to submit bids in response
to this invitation and will not be discriminated against on the grounds of race, color, sex or natural origin in
consideration for an award.
25. NON -ARBITRATION. The City reserves the right to exercise any right or remedy to it by law, contract, equity, or
otherwise, including without limitation, the right to seek any and all fors of relief in a court of competent
jurisdiction. Further, the City shall not be subject to any arbitration process prior to exercising its unrestricted
right to seek judicial remedy. The remedies set forth herein are cumulative and not exclusive, and may be exercised
concurrently. To the extent of any conflict between this provision and another provision in, or related to, this document,
this provision shall control.
26. RIGHT TO AUDIT. At any time during the term of the contract, or thereafter, the City, or a duly authorized
audit representative of the City or the State of Texas, at is expense and at reasonable times, reserves the right to
audit Contractor's records and books relevant to all services provided to the City under this Contract. In the event such
an audit by the City reveals any errors or overpayments by the City, Contractor shall refund the City the full amount
ofsuch overpayments within thirty (30) days of such audit findings, or the City, at its option, reserve the right to
deduct such amounts owing the City from any payments due Contractor.
27. The Contractor shall not assign or sublet the contract, or any portion of the contract, without written consent from
the Director of Purchasing and Contract Management.
28. Contracts with Companies Engaged in Business with Iran, Sudan, or Foreign Terrorist Organization Prohibited.
Pursuant to Section 2252.152 of the Texas Government Code, prohibits the City from entering into a contract with a
vendor that is identified by The Comptroller as a company known to have contracts with or provide supplies or service
with Iran, Sudan or a foreign terrorist organization
29. Texas Government Code, Section 2252.908 requires a business entity entering into certain contracts with a
governmental entity or state agency to file with the governmental entity or state agency a disclosure ofintereted parties
at the time the business entity submits the signed contract to the governmental entity or state agency Instructions for
completing Form 1295 are available at: hnpn-ci.Ubbockm u dcparan"m 1-
websstcVdepartments/ourchasm u/vendor-mformatwn
30. No Boycott of israeL Pursuant to Section 2271.002 of the Texas Government Code, Respondent certifies that
either (i) it meets an exemption criteria under Section 2271.002; or (ii) it does not boycott Israel and will not boycott
Israel during the term of the contract resulting from this solicitation. Respondent shall state any facts that make it
exempt from the boycott certification in its Response.
31. No Boycott of Energy Companies. Pursuant to Section 2274 of the Texas Government Code, Respondent
certifies that either (i) it meets an exemption criteria under Section 2274.002; or (ii) it does not boycott Energy
Companies and will not boycott Energy Companies during the term of the contract resulting from this solicitation.
Respondent shall state any facts that make it exempt from the boycott certification in its Response.
32. No Boycott of a Firearm Entity or Firearm Trade Association. Pursuant to Satan 2274 of the Texas
Government Code, Respondent certifies that either (i) it meets an exemption criteria under Section 2274.002; or (ii) it
does not boycott a Firearm Entity or Firearm Trade Association and will not boycott a Firearm Entity or Firearm
Trade Association during the term of the contract resulting from this solicitation. Respondent shall state any facts that
make it exempt from the boycott certification in its Response.
33. Contracts with Companies Engaged in Business with Iran, Sudan, or Foreign Terrorist Organization Prohibited.
Pursuant to Section 2252.152 of the Texas Government Code, prohibits the City from entering into a contract with a
vendor that is identified by The Comptroller as a company known to have contracts with or provide supplies or
service with Iran, Sudan or a foreign terrorist organization
34. TEXAS PUBLIC INFORMATION ACT. The requirements of Subchapter 1, Chapter 552, Government Code,
may apply to this contract and the contractor or vendor agree that the contract can be terminated if the contractor or
vendor knowingly or intentionally fails to comply with a requirement of that subchapter.
35. Pursuant to Section 552.301(c) of the Texas Government Code, the City of Lubbock has designated the following
email address for which public information requests may be made by an emailed request: l-Tip m�3ubtuck.ps. Please
send this request to this email address for it to be processed
15. TERMINATION The performance of work under this order maybe terminated in whole, or in part by the Buyer
REV. 32022
2:
��.. torr�s
TREE PLACE
Date 2/13/2023
Ordered By: Molly Ballesteros
PO Number:
Home Telephone: (806) 775-3083
Mobile Telephone: (806) 775-3083
Email: mballesteros@mylubbock.us
I N V O I C E OM022023
City Of Lubbock TTP Salesperson: Cole Jones
P.O. Box 2000 Tom's Tree Place
Lubbock, Texas 79401 5104 34th Street Lubbock, Texas 79410
806.799.3677 - Voice 806.799.8743 - Fax
www.tomstreeplace.com
Quantity
Description
Comments
Size
Unit Cost
Line Total
6
13' Stresscrete Pole & Fixture
Mat.
$7,500.00
$45,000.00
13' Stresscrete Pole & Fixture With Banner
Arms
Non Lit Bollards
6
Mat.
$8,000.00
$48,000.00
5
Mat.
$5,650.00
$28,250.00
24
Replacement Globes
Mat.
$1,000.00
$24,000.00
Materials Total
$145,250.00
Installation Total
$0.00
Subtotal
$145,250.00
Tax @ 0.00%
$0.00
Final Total
$145,250.00
CERTIFICATE OF INTERESTED PARTIES FORM 1295
lofl
Complete Nos. 1- 4 and 6 if there are interested parties.
Complete Nos.1, 2, 3, 5, and 6if there are no interested parties.
OFFICE USE ONLY
CERTIFICATION OF FILING
Certificate Number:
2023-985692
1 Name of business entity filing form, and the city, state and country of the business entity's place
of business.
West Texas Services, Inc.
Lubbock, TX United States
Date Filed:
02/21/2023
2 Name of governmental entity or state agency that is a party to the contract for which the form is
being filed.
City of Lubbock
Date Acknowledged:
3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a
description of the services, goods, or other property to be provided under the contract.
P U R-2023-17134-K WP O 15800009
Light poles and fixtures, banner arms, non lit bollards, replacement globes
4
Name of Interested Party
City, State, Country (place of business)
Nature of interest
(check applicable)
Controlling
Intermediary
5 Check only if there is NO Interested Party.
X
6 UNSWORN DECLARATION
f
My name is J I e-1 L c ;Z �-� ��� ltie�t'l and my date of birth is < <
My address is. v?1L�T+ _V t�I�SCC \,lam rJ✓Ji�(J�C , IIJ� Lt� P.
(street) (city) (state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct, c {,,
Executed in f'k bbf cL County, State of l� ��. on the v�l day of 20
(month) (year)
�/11!
Signature of authorized agent of contraWhg business entity
(Declarant)
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V3.5.1.3ac88bc0
CERTIFICATE OF INTERESTED PARTIES FORM 1295
1 of 1
Complete Nos. 1- 4 and 6 if there are interested parties.
OFFICE USE ONLY
Complete Nos.1, 2, 3, 5, and 6 if there are no interested parties.
CERTIFICATION OF FILING
Certificate Number:
1
Name of business entity filing form, and the city, state and country of the business entity's place
of business.
2023-985692
West Texas Services, Inc.
Lubbock, TX United States
Date Filed:
02/21/2023
2
Name of governmental entity or state agency that is a party to the contract for which the form is
being filed.
City of Lubbock
Date Acknowledged:
02/27/2023
3
Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a
description of the services, goods, or other property to be provided under the contract.
PUR-2023-17134-KM
Light poles and fixtures, banner arms, non lit bollards, replacement globes
4
Name of Interested Party
City, State, Country (place of business)
Nature of interest
(check applicable)
Controlling
Intermediary
5
Check only if there is NO Interested Party.
X
6
UNSWORN DECLARATION
My name is and my date of birth is
My address is
(street) (city) (state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in County, State of on the day of , 20
(month) (year)
Signature of authorized agent of contracting business entity
(Declarant)
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V3.5.1.3ac88bc0
Brianna Gerard[
Changed On
Description
Before
After
Current Balance Cost of Good/Services
Additional Info
01/30/2023
Geo Rules Caller Type
None
Submittal —Received
$89,016.00
Plan (PUR-2023-17134)
01/30/2023
Completed
No
Yes
$89,016.00
Plan Submittal Item Review (Purchasing
Approval)
01/30/2023
Complete Date
[none]
1/30/2023
$89,016.00
Plan Submittal Item Review (Purchasing
Approval)
01/30/2023
Item Review Status ID
Under Review
Approved
$89,016.00
Plan Submittal Item Review (Purchasing
Approval)
01/30/2023
Passed
No
Yes
$89,016.00
Plan Submittal Item Review (Purchasing
Approval)
01/30/2023
Submittal Status ID
Under Review
Approved
$89,016.00
Plan submittal text: (1/26/2023)
Cheryl Brock
Changed On Description
02/17/2023
Geo Rules Caller Type
02/17/2023
Completed
02/17/2023
Complete Date
02/17/2023
Item Review Status ID
02/17/2023
Passed
02/17/2023
Submittal Status ID
02/21/2023
Geo Rules Caller Type
02/21/2023
Completed
02/21/2023
Complete Date
02/21/2023
Item Review Status ID
02/21/2023
Passed
D. Blu Kostelich
Changed On
Description
01/26/2023
Approved User ID
01/26/2023
Completed
01/26/2023
Complete Date
01/26/2023
Item Review Status ID
01/26/2023
ItemReviewStatusName
01/26/2023
Passed
Before
None
No
[none)
Under Review
No
Under Review
None
No
[none]
Under Review
No
After
Submittal —Received
Yes
2/17/2023
Approved
Yes
Approved
Submittal —Received
Yes
2/21 /2023
Approved
Yes
Before After
[none] Kostelich, D. Blu
No Yes
[none] 1/26/2023
Under Review Approved
Under Review Approved
No Yes
Current Balance Cost of Good/Services Additional Info
$89,016.00
Plan (PUR-2023-17134)
$89,016.00
Plan Submittal Item Review (Budget Director)
$89,016.00
Plan Submittal Item Review (Budget Director)
$89,016.00
Plan Submittal Item Review (Budget Director)
$89,016.00
Plan Submittal Item Review (Budget Director)
$89,016.00
Plan submittal text: (1/26/2023)
$89,016.00
Plan (PUR-2023-17134)
$89,016.00
Plan Submittal Item Review (Budget Director)
$89,016.00
Plan Submittal Item Review (Budget Director)
$89,016.00
Plan Submittal Item Review (Budget Director)
$89,016.00
Plan Submittal Item Review (Budget Director)
Current Balance Cost of Good/Services
Additional Info
$89,016.00
Item Review (Assistant City
Manager/CFOtree)
$89,016.00
Item Review (Assistant City
Manager/CFOtree)
$89,016.00
Item Review (Assistant City
Manager/CFOtree)
$89,016.00
Item Review (Assistant City
Manager/CFOtree)
$89,016.00
Item Review (Assistant City
Manager/CFOtree)
$89,016.00
Item Review (Assistant City
Manager/CFOtree)
February 27, 2023 Page 1 of 4
01/26/2023 StatusChanged Date
Jill MacDougall
Changed On
Description
01/31/2023
Attachment deleted
01/31/2023
Geo Rules Caller Type
01/31/2023
Plan Note added
01/31/2023
Completed
01/31/2023
Complete Date
01/31/2023
Item Review Status ID
01/31/2023
Passed
01/31/2023
Submittal Status ID
Lainey Morrison
Changed On
Description
02/24/2023
Geo Rules Caller Type
02/24/2023
Completed
02/24/2023
Complete Date
02/24/2023
Item Review Status ID
02/24/2023
Passed
02/24/2023 Submittal Status ID
Molly Ballesteros
Changed On Description
01/26/2023 Plan added
01/26/2023 Plan workflow status change. Department Head v.1 Auto Received:
01/26/2023 Plan workflow status change, Assistant City Manager/CFO v.1 Auto
[none]
Before
None
No
[none]
Under Review
No
Under Review
Before
None
No
[none]
Under Review
No
Under Review
1 /26/2023
$89,016.00
Item Review (Assistant City
Manager/CFOtree)
After
Current Balance Cost of Good/Services
Additional Info
$89,016.00
Attachment (Insurance Requirements PUR
17134.pdf)
Submittal —Received
$89,016.00
Plan (PUR-2023-17134)
$89,016.00
Plan note text: (Insurance requirements
approved)
Yes
$89,016.00
Plan Submittal Item Review (Risk Management
Coordinator)
1/31/2023
$89,016.00
Plan Submittal Item Review (Risk Management
Coordinator)
Approved
$89,016.00
Plan Submittal Item Review (Risk Management
Coordinator)
Yes
$89,016.00
Plan Submittal Item Review (Risk Management
Coordinator)
Approved
$89,016.00
Plan submittal text. (1/26/2023)
After
Submittal —Received
Yes
2/24/2023
Approved
Yes
Approved
01/26/2023 Scope
Before
After
Received :
[none] Purchase and installation of pedestrian
light poles, light pole globes, and bollards
that have been damaged in the North
Overton PID.
Current Balance
Cost of Good/Services Additional Info
$89,016.00
Plan (PUR-2023-17134)
$89,016.00
Plan Submittal Item Review (Risk Management
Coordinator)
$89,016.00
Plan Submittal Item Review (Risk Management
Coordinator)
$89,016.00
Plan Submittal Item Review (Risk Management
Coordinator)
$89,016.00
Plan Submittal Item Review (Risk Management
Coordinator)
$89,016.00
Plan submittal text: (2/20/2023)
Current Balance Cost of Good/Services Additional Info
$89.016.00 Plan (PUR-2023-17134)
$89,016.00 Plan (PUR-2023-17134)
$89,016.00 Plan (PUR-2023-17134)
$89,016.00 Plan (PUR-2023-17134)
February 27, 2023
Page 2 of 4
01/26/2023
Geo Rules Caller Type
None
Submittal —Received
01/26/2023
Attachment added
01/26/2023
End Date
[none]
1/26/2023
01/26/2023
Workflow Step General Reas
[none]
N/A
01/26/2023
Workflow Status
Not Started
Skipped
01/26/2023
Assigned User ID
Alvarez, Marta
Gerardi, Brianna
01/26/2023 Plan Submittal added
01/26/2023
Start Date
[none]
01/26/2023
Workflow Status
Not Started
01/26/2023
End Date
[none]
01/26/2023
Workflow Step General Reas
[none]
01/26/2023
Workflow Status
Not Started
01/26/2023
End Date
[none]
01/26/2023
Workflow Step General Reas
[none]
01/26/2023
Workflow Status
Not Started
01/26/2023
Plan Submittal added
01/26/2023
Start Date
[none]
01/26/2023
Workflow Status
Not Started
01/26/2023
Assigned User ID
Alvarez, Marta
01/26/2023
Workflow Step General Reas
01/26/2023
Workflow Step General Reas
01/26/2023
Workflow Step General Reas
01/26/2023
Plan Description
North Overton
Amenities Repairs
01/26/2023
Geo Rules Caller Type
None
01/31/2023
Attachment added
01/31/2023 Geo Rules Caller Type None
1 /26/2023
Started
1/26/2023
N/A
Skipped
1/26/2023
N/A
Skipped
1/26/2023
Started
Kostelich, D. Blu
SKIP: ( By: Molly Ballesteros)
SKIP: (By: Molly Ballesteros)
SKIP: ( By: Molly Ballesteros)
North Overton PID Amenities Repairs
Submittal —Received
Submittal —Received
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89,016.00
$89.016.00
Plan (PUR-2023-17134)
Attachment (Insurance Requirements PUR
17134.pdf)
Plan workflow step action text: (Fleet
Services)
Plan workflow step action text: (Fleet
Services)
Plan workflow step action text: (Fleet
Services)
Plan Submittal Item Review (Purchasing
Approval)
Plan submittal text: (1/26/2023)
Plan workflow step action text: (Budget
Director)
Plan workflow step action text: (Budget
Director)
Plan workflow step action text: (IT director)
Plan workflow step action text: (IT director)
Plan workflow step action text: (IT director)
Plan workflow step action text: (Facility
Management)
Plan workflow step action text: (Facility
Management)
Plan workflow step action text: (Facility
Management)
Plan submittal text: (1/26/2023)
Plan workflow step action text: (Risk
Management Coordinator)
Plan workflow step action text: (Risk
Management Coordinator)
Plan Submittal Item Review (Assistant City
Manager/CFOtree)
N/A
N/A
N/A
Plan (PUR-2023-17134)
Plan (PUR-2023-17134)
Attachment (Insurance Requirements PUR
17134 - 2.pdf)
Plan (PUR-2023-17134)
February 27, 2023
Page 3 of 4
02/15/2023
Scope
Purchase and
Purchase of pedestrian light poles, light
$89,016.00
Plan (PUR-2023-17134)
installation of
pole globes, and bollards that have been
pedestrian light
damaged in the North Overton PID.
poles, light pole
globes, and
bollards that have
been damaged in
the North Overton
PID.
02/15/2023
Plan Description
North Overton PID
North Overton PID Poles, Globes, and
$89,016.00
Plan (PUR-2023-17134)
Amenities Repairs
Bollards Purchase
02/15/2023
Geo Rules Caller Type
None
Submittal —Received
$89,016.00
Plan (PUR-2023-17134)
02/15/2023
Funds @ Row 1
$225,526.25
$145,250.00
$89,016.00
Plan (PUR-2023-17134)
02/15/2023
Attachment added
$89,016.00
Attachment (Copy of Poles, Bollards, And
Globes - NEW.pdf)
02/15/2023
Requisition Number
[none]
59907
$89.016.00
Plan (PUR-2023-17134)
February 27, 2023 Page 4 of 4