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PR 24573: THE PREQUALIFICATION OF FOUR REAL ESTATE BROKERAGE FIRMS TO PROVIDE PROFESSIONAL REAL EASTATE SERVICES
PR No. 24573 10/07/25 ht RESOLUTION NO. A RESOLUTION AUTHORIZING THE PRE-QUALIFICATION OF FOUR (4) REAL ESTATE BROKERAGE FIRMS FOR THE PURPOSE OF PROVIDING PROFESSIONAL REAL ESTATE BROKERAGE SERVICES IN ACCORDANCE WITH §253.014 OF THE TEXAS LOCAL GOVERNMENT CODE. WHEREAS, the City of Port Arthur, Texas, operates as a home-rule municipality under the authority granted by the Texas Constitution and laws of the State of Texas; and WHEREAS, a City is authorized to sale real property via a public auction as set forth in 253.008 of the Local Government Code or by contract with a licensed real estate broker as set forth in §253.014; and WHEREAS, the City of Port Arthur solicited Requests for Qualifications (RFQs) to procure the services of a Real Estate Brokers as defined in Chapter 1101 of the Texas Occupations Code, in order to comply with the provisions of§253.014 of the Texas Local Government Code; and WHEREAS, the Purchasing Division solicited Requests for Qualifications (RFQs) to prequalify licensed real estate brokers, which were published on August 6 and August 13, 2025, in the Port Arthur News (see attached Exhibit"A"); and WHEREAS,a total of four(a) responses were received on August 27, 2025; and WHEREAS, the City of Port Arthur,through pre-qualifying matrix process (see attached Exhibit "B"), deems that: American Real Estate of Beaumont, Texas; Dee Richards Beaumont, Texas; Advantage Real Estate of Port Neches, Texas and Colliers International North Texas, LLC of McKinney, Texas are qualified brokers as set forth in Chapter 1101 of the Occupations Code and meet the requirements of§253.014 to allow the governing body to contract with for the sale of real property that the municipality owns or holds in trusts and has the authority to sell. PR No. 24573 10/07/25 ht NOW,THEREFORE,BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PORT ARTHUR, TEXAS: THAT, the facts, and opinions in the preamble are true and correct; and THAT, the City Council hereby deems that American Real Estate of Beaumont, Texas (Exhibit "C"); Dee Richards Beaumont, Texas (Exhibit "D"); Advantage Real Estate of Port Neches, Texas (Exhibit"E") and Colliers International North Texas of McKinney, Texas (Exhibit "F") are authorized to be placed on a rotating list for the provision of broker services as set forth in §253.014 of the Texas Local Government Code. THAT,upon determination by the governing body that real property owned or held in trust by the City should be sold, the City Manager will be authorized to negotiate and enter into a contract with a specific broker, selected from the pre-qualified list attached as Exhibit"B", based on the broker's demonstrated expertise and experience most suited for the assignment. THAT, a copy of the caption of the resolution be spread upon the minutes of the City Council. READ, ADOPTED, AND APPROVED on the day of October 2025 at a Regular meeting of the City Council of the City of Port Arthur, Texas, by the following vote: AYES:(Mayor) Councilmembers: • NOES: CITY OF PORT ARTHUR: Charlotte M. Moses Mayor PR No. 24573 10/07/25 ht ATTEST: Sherri Bellard City Secretary APPROVED AS TO FORM: Roxann Pais Cotroneo City Attorney APPROV AS 0 A DMINISTRATION: Ron BurttrI " City Manal-r Clifton Williams, CPPB Purchasing Manager PR No. 24573 10/07/25 ht Exhibit "A" (RFQ Solicitation) CITY OF PORT ARTHUR Request for Qualifications Real Estate Brokerage Services for the City August 6, 2025 August 13, 2025 PUBLIC NOTICE CITY OF PORT ARTHUR,TEXAS REQUEST FOR QUALIFICATIONS • NOTICE IS HEREBY GIVEN THAT sealed Qualifications,addressed to the City of Port Arthur,will be received at the Office of the City Secretary,City Hall 444-4th Street or P.O.Box 1089,Port Arthur,Texas 77641 no later than 3:00 P.M.,Wednesday,August 27,2025 and all bids received '; Will thereafter be opened and read aloud on Wednesday,August 27,2025 at 3:15 P.M.in the City Council Chambers,5th Floor,City Hall,Port Arthur,Texas for certain services briefly described as: REQUEST FOR QUALIFICATIONS REAL ESTATE BROKERAGE SERVICES FOR THE CITY Qualifications received after closing time will be returned unopened. • Copies of the Specifications and other Contract Documents are on file in the Purchasing Office, 444-4th Street,City of Port Arthur,and are open for public inspection without charge.They can also be retrieved from the City's website at www.portarthurtx.gov/bids.aspx or www.publicpurchase.com, The City of Port Arthur reserves the right to reject any and all qualifications and to waive informalities. Per Chapter 2 Article VI Sec.2-262(C)of the City's Code of Ordinance,the City Council shall not award a contract.to a company that is in arrears in its obligations to the City. 1 , Cilft WlWanv,C Pa. . Purehasing Manager PUBLIC NOTICE CITY OF PORT ARTHUR,TEXAS REQUEST FOR QUALIFICATIONS NOTICE IS HEREBY GIVEN THAT sealed Qualifications,addressed to the City of Port Arthur,will be received at the Office of the City Secretary,City Hall 444-4th Street or P.O.Box 1089,Port Arthur,Texas 77641 no later than 3:00 P.M.,Wednesday,August 27,2025 and all bids received will thereafter be opened and read aloud on Wednesday,August 27,2025 at 3:15 P.M.in the City r Council Chambers,5th Floor,City Hall,Port Arthur,Texas for certain services briefly described as: REQUEST FOR QUALIFICATIONS REAL ESTATE BROKERAGE SERVICES FOR THE CITY Qualifications received after closing time will be returned unopened. Copies of the Specifications and other Contract Documents are on file in the Purchasing Office, 444-4th Street,City of Port Arthur,and are open for public inspection without charge.They can also, be retrieved from the City's website at www.portarthurtx.gov/bids.aspx or www.publicpurchase.com., The City of Port Arthur reserves the right to reject any and all qualifications and to waive' informalities. Per Chapter 2 Article VI Sec.2-262(C)of the City's Code of Ordinance,the City Council shall nod award a contract to a company that is in arrears in its obligations to the City. 4xCI WWisnts, Pa • Purehaafng Manager 0 -CITY OF PORT ARTHUR, TEXAS ADDENDUM NO. ONE (1) August 26, 2025 BID FOR: REAL ESTATE BROKERAGE SERVICES FOR THE CITY BID: P25-076 The following clarifications, amendments, deletions, additions, revision and/or modifications are made a part of the contract documents and change the original documents only in the manner and to the extent hereinafter stated and shall be incorporated in the contract documents. Provisions of this addendum shall take precedence over requirements of the original contract documents and all BIDDERS ARE REQUESTED TO ACKNOWLEDGE SAID PROVISIONS IN THE SUBMISSION OF THEIR BID. Addendum as follows 1. This bid is a Request for Proposal (RFP)not a Request for Qualifications 2. If bid was already mailed in,this addendum can be emailed or faxed in. If you have any questions,please contact the Purchasing Division at 409-983-8160. NOTE: ALL PAGES OF ADDENDA MUST BE SIGNED AND SUBMITTED WITH YOUR BID DOCUMENTS. Clifton Williams Purchasing Manager Signature of Proposer Date Company Vendor Name CHARLOTTE M.MOSES,MAYOR RONALD BURTON,CPM HAROLD L.DOUCET,SR., City of CITY MANAGER MAYOR PRO TEM SHERRI BELLARD,TRMC COUNCIL MEMBERS: CITY SECRETARY WILLIE BAE LEWIS,JR. ort rthur TIFFANY L.HAMILTON EVERFIELD 7excts ROXANN PAIS COTRONEO DONEANE BECKCOM CITY ATTORNEY THOMAS KINLAW,III DONALD FRANK,SR. August 11,2025 REQUEST FOR QUALIFICATIONS REAL ESTATE BROKERAGE SERVICES FOR THE CITY DEADLINE: Sealed proposal submittals must be received and time stamped by 3:00p.m., Central Standard Time, Wednesday, August 27, 2025 (The clock located in the City Secretary's office will be the official time.) Applicant names will be read aloud beginning at 3:15 p.m. on Wednesday, August 27,2025 in the City Council Chambers, City Hall, 5th Floor, Port Arthur, TX. You are invited to attend. MARK ENVELOPE:P25-076 DELIVERY ADDRESS: Please submit one (1) original and three (3) exact duplicate copies and USSB of your RFQ to: CITY OF PORT ARTHUR CITY OF PORT ARTHUR CITY SECRETARY or CITY SECRETARY P.O. BOX 1089 444 4TH STREET,4th Floor PORT ARTHUR, TEXAS 77641 PORT ARTHUR, TEXAS 77640 POINTS OF CONTACT: Questions concerning this Request for Qualifications and Scope of Work should be directed in writing to: City of Port Arthur, TX Clifton Williams, Purchasing Manager P.O. Box 1089 Port Arthur, TX 77641 clifton.williams@portarthurtx.gov Purchasing Division/Finance Department I Purchasing Manager,Clifton Williams,CPPB P.O.Box 1089 1 444 4th Street I Port Arthur,Texas 776411 409.983.8160 I Fax 409.983.8291 The enclosed REQUEST FOR QUALIFICATIONS (RFQ) and accompanying GENERAL INSTRUCTIONS, CONDITIONS and SPECIFICATIONS are for your convenience in submitting qualifications for the enclosed referenced services for the City of Port Arthur. Qualifications must be signed by a person having authority to bind the firm in a contract. Qualifications shall be placed in a sealed envelope, with the Vendor's name and address in the upper left-hand corner of the envelope. ALL QUALIFICATIONS MUST BE RECEIVED IN THE CITY SECRETARY'S OFFICE BEFORE OPENING DATE AND TIME. It is the sole responsibility of the firm to ensure that the sealed RFQ submittal arrives at the above location by specified deadline regardless of delivery method chosen by the firm. Faxed or electronically transmitted RFQ submittals will not be accepted. Clifton Williams Purchasing Manager Page 2 of 21 REQUESTS FOR QUALIFICATIONS REAL ESTATE BROKERAGE SERVICES FOR THE CITY (To be Completed ONLY IF YOU DO NOT BID.) FAILURE TO RESPOND TO BID SOLICITATIONS FOR TWO (2) BID PERIODS MAY RESULT IN REMOVAL FROM THE VENDOR'S LIST. However, if you are removed you will be reinstated upon request. In the event you desire not to submit a bid, we would appreciate your response regarding the reason(s). Your assistance in completing and returning this form in an envelope marked with the enclosed bid would be appreciated. NO BID is submitted: this time only not this commodity/service only Yes No Does your company provide this product or services? Were the specifications clear? Were the specifications too restrictive? Does the City pay its bills on time? Do you desire to remain on the bid list for this product or service? Does your present work load permit additional work? Comments/Other Suggestions: Company Name: Person Completing Form: Telephone: Mailing Address: Email: City, State, Zip Code: Date: Page 3 of 21 REAL ESTATE BROKER SERVICES I. PURPOSE The purpose of the Request for Proposal is for the City of Port Arthur to obtain a list of qualified, experienced and licensed Texas Real Estate Brokers in order to provide Real Estate Brokerage Services for Citywide use, in accordance with the terms, conditions, and specifications herein. The successful proposer will assist in the sale of properties through the Multiple Listing Service (MLS) and other appropriate marketing channels in accordance with the Texas Local Government Code, including but not limited to Sections 253.008 and 272.001. II. QUALIFICATIONS & EXPERIENCE 1. Proposers shall have experience in the Port Arthur market area in marketing, leasing, and selling properties. The brokers of the firms to be assigned to this list should have familiarity with laws and practices applicable to public agency real estate matters. 2. Proposers shall be in the business of Real Estate and must possess sufficient financial support, equipment, and organization to ensure they can satisfactorily perform the services if awarded a Contract. 3. Proposers must demonstrate successful provision of services of similar magnitude to those specified in the scope of services to at least one entity similar in size and complexity to the City of Port Arthur or demonstrate the managerial and financial ability to perform the work. 4. Additional requirements: a. Proposer or principals must have relevant experience in Real Estate Brokerage services. Project managers assigned must be experienced real estate brokers. b. The City may require evidence of qualifications, financial, technical, and managerial capabilities before awarding a contract. c. Firms or principals must not have pending lawsuits against the City, unpaid taxes, unpaid utilities,judgments, or conflicts of interest unless waived by the City Council. d. Firms or principals must not be in arrears or default of any debt or contract involving the City or have failed to perform faithfully on any previous contract with the City. III. LOCAL BUSINESS PREFERENCE 1. Proposers seeking Local Business Preference must submit within ten (10) calendar days of request: a. A copy of a current City of Port Arthur or Jefferson County business tax receipt. b. Proof of business presence within the City or County for at least six (6) months (e.g., utility bills). Page 4 of 21 *Failure to comply will render the proposer ineligible for Local Business Preference. IV.TECHNICAL SPECIFICATIONS/SCOPE OF SERVICES The selected real estate broker will be responsible for the following: 1. Marketing and Listing Services a. List designated City-owned properties on the MLS. b. Develop and execute a comprehensive marketing plan for each property. c. Provide signage and online promotion where appropriate. 2. Brokerage and Negotiation a. Represent the City in all negotiations with prospective buyers. b. Present all written offers and provide market analysis and recommendations. 3. Advisory Services a. Provide advice regarding property valuation, i.e., broker price opinion(BPO) b. Portfolio organization and analysis c. Strategic planning for property leasing and disposal 4. Compliance and Reporting a. Ensure that all transactions comply with applicable provisions of the Texas Local Government Code including but not limited to Sections 253.008 and 272.001. b. Provide monthly status reports and updates on marketing and sales activity. 5. Transaction Management a. Oversee escrow and closing activities. b. Assist with document preparation for final conveyance (e.g., deeds,resolutions, disclosures). 6. Deliverables may include valuation reports, marketing strategies, and planning reports per issued task orders. 7. Contractors shall: a. Evaluate vacant or underutilized City land and provide revenue assessments and disposition recommendations. b. Ensure all transactions are approved by the City and comply with applicable rules, ordinances, and the City Charter. Page 5 of 21 l c. Be compensated based on performance, with sales commissions derived from transaction proceeds. d. Include proposed commission percentages in their response. 8. Marketing of leased properties shall also be compensated based on performance through a percentage of lease costs. Proposers must: n�a ka: a. Include proposed lease cost percentage. b. Include hourly rates for advisory services when no commission is earned. 9. Specialized Expertise a. The Contractor team should include experts in: • Commercial and Industrial Development • Hospitality Industry • Multi-family and Condominium Industry • Marina Industry 10. Market Updates a. Upon request,present to staff on the current state of the Port Arthur real estate market, including trends and forecasts. °mot' V. PROPOSAL REQUIREMENTS Proposals must include: 1. Letter of Interest 4.1 2. Firm Overview and Qualifications Dv, 3. Relevant Experience 11° 4. Proposed Marketing Strategy 5. Fee Structure (commissions, lease percentages,hourly rates) 6. References (preferably municipal clients) 7. Proof of Licensing and Insurance 8. Conflict of Interest Disclosure 9. Company Information: legal structure, registration status, ownership, M/WBE status, address, contact details, staff size, licenses, etc. VI. EVALUATION AND SELECTION PROCEDURE 1. All proposals will be screened by an Evaluation Committee. gio Page 6 of 21 F,x`,,is `.yL 2. Short-listed proposers may be invited to interviews at their own expense. 3. The City may visit proposer facilities to inspect staff, equipment, and record-keeping. 4. Evaluation criteria: o Qualifications and experience (30%) o Proposed strategy and services (25%) o Fee/commission structure(20%) ,'! f o References and past performance (15%) o Compliance with RFP instructions and laws(10%) 5. Recommendations will be made to the City Manager for City Council approval. 6. All evaluation materials are confidential until Council action. 7. This RFP does not commit the City to pay costs incurred in proposal preparation or interviews. 8. The City may use all relevant information(including outside sources) during evaluation. VII. PRE-QUALIFIED REAL ESTATE BROKER LIST The City may waive irregularities in proposals or the RFP process. The City reserves the right to include or exclude firms based on its best interest and best value for the City. In determining the best value for the City,the City may consider: 1. The purchase price; 2. The reputation of the bidder and of the bidder's goods or services; 3. The quality of the bidder's goods or services; 4. The extent to which the goods or services meet the city's needs; 5. The bidder's past relationship with the city; 6. The impact on the ability of the city to comply with laws and rules relating to contracting with historically underutilized businesses and non-profit organizations employing persons with disabilities; 7. The total long-term cost to the city to acquire the bidder's goods or services; 8. Any other relevant criteria specifically listed in the request for bids or proposals. VIII.TERM OF AGREEMENT • This RFP does not commit the City to award a contract or pay any preparation costs. • The initial term of the agreement shall be one (1) year with the option to extend for an additional one-year period upon mutual agreement. Page 7 of 21 • Any contract resulting from this RFP will be subject to the City's standard terms and legal requirements. IX. RESERVATION OF RIGHTS The City reserves the right to: • Reject any or all proposals. • Waive informalities or irregularities. • Award the contract to the proposer offering the best value. • Cancel or modify the solicitation. • Include or exclude firms from the pre-qualified Real Estate Broker List. Page 8 of 21 LETTER OF INTEREST RFQ—Real Estate Brokerage Services Deadline: August 27, 2025 The undersigned firm submits the following information (this RFQ submittal) in response to the Request for Qualifications (as amended by any Addenda), issued by the City of Port Arthur, TX (City) for Civil Engineers for the City of Port Arthur Enclosed, and by this reference incorporated herein and made a part of this RFP, are the following: ❖ COMPLETED RFQ LETTER OF INTEREST FORM ❖ NON-COLLUSION AFFIDAVIT (MUST BE NOTARIZED) ❖ AFFIDAVIT (MUST BE NOTARIZED) ❖ CONFLICT OF INTEREST ❖ HOUSE BILL 89 VERIFICATION ❖ SB 252CHAPTER 2252 CERTIFICATION Firm understands that the City is not bound to select any firm for the final pre-qualified list and may reject any responses submitted. Firm also understands that all costs and expenses incurred by it in preparing this RFQ and participating in this process will be borne solely by the firm, and that the required materials to be submitted will become the property of the City and will not be returned. Firm agrees that the City will not be responsible for any errors, omissions, inaccuracies, or incomplete statements in this RFQ. Firm accepts all terms of the RFQ submittal process by signing this letter of interest and making the RFQ submittal. This RFQ shall be governed by and construed in all respects according to the laws of the State of Texas. Firm Name Date Authorized Signature Title Name(please print) Telephone Address City/State/Zip Email Page 9 of 21 NON-COLLUSION AFFIDAVIT CITY OF PORT ARTHUR § § STATE OF TEXAS By the signature below, the signatory for the bidder certifies that neither he nor the firm, corporation, partnership or institution represented by the signatory or anyone acting for the firm bidding this project has violated the antitrust laws of this State, codified at Section 15.01, et seq., Texas Business and Commerce Code, or the Federal antitrust laws, nor communicated directly or indirectly the bid made to any competitor or any other person engaged in the same line of business, nor has the signatory or anyone acting for the firm, corporation or institution submitting a bid committed any other act of collusion related to the development and submission of this bid proposal. Signature: Printed Name: Title: Company: Date: SUBSCRIBED and sworn to before me the undersigned authority by the of, on behalf of said bidder. Notary Public in and for the State of Texas My commission expires: Page 10 of 21 AFFIDAVIT All pages in Offeror's Responses containing statements, letters, etc., shall be signed by a duly authorized officer of the company whose signature is binding. The undersigned offers and agrees to one of the following: I hereby certify that I do not have outstanding debts with the City of Port Arthur. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to pay said debts prior to execution of this agreement. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to enter into an agreement for the payment of said debts. I further agree to pay succeeding debts as they become due. Firm Name Date Authorized Signature Title Name(please print) Telephone Email STATE: COUNTY: SUBSCRIBED AND SWORN to before me by the above named on this the day of , 20 Notary Public RETURN THIS AFFIDAVIT AS PART OF THE BID PROPOSAL Page 11 of 21 CONFLICT OF INTEREST QUESTIONNAIRE FORM CIQ For vendor doing business with local governmental entity This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. OFFICE USE ONLY This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who Date Received has a business relationship as defined by Section 176.001(1-a)with a local governmental entity and the vendor meets requirements under Section 176.006(a). 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 vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code. A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code.An offense under this section is a misdemeanor. J Name of vendor who has a business relationship with local governmental entity. Jn I I Check this box if you are filing an update to a previously filed questionnaire.(The law requires that you file an updated f 1 completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) Name of local government officer about whom the information is being disclosed. Name of Officer J Describe each employment or other business relationship with the local government officer,or a family member of the officer,as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer. Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form CIQ as necessary. A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than investment income, from the vendor? Yes n No B. Is the vendor receiving or likely to receive taxable income,other than investment income,from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity? n Yes n No Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director,or holds an ownership interest of one percent or more. flCheck this box if the vendor has given the local government officer or afamily member of the officer one or more gifts as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1). Signature of vendor doing business with the governmental entity Date Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/30/2015 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity Acomplete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/ Docs/LG/htm/LG.176.htm.For easy reference,below are some of the sections cited on this form. Local Government Code§176.001(1-a):'Business relationship"means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on: (A) a transaction that is subject to rate or fee regulation by a federal,state,or local governmental entity or an agency of a federal,state,or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public;or (C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by,and reporting to,that agency. Local Government Code§176.003(a)(2)(A)and(B): (a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if: (2) the vendor: (A) has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income, other than investment income, that exceeds$2,500 during the 12-month period preceding the date that the officer becomes aware that (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor; (B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than$100 in the 12-month period preceding the date the officer becomes aware that: (i) a contract between the local governmental entity and vendor has been executed;or (ii) the local governmental entity is considering entering into a contract with the vendor. Local Government Code§176.006(a)and(a-1) (a) A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and: (1) has an employment or other business relationship with a local government officer of that local governmental entity,or a family member of the officer,described by Section 176.003(a)(2)(A); (2) has given a local government officer of that local governmental entity,or a family member of the officer,one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B),excluding any gift described by Section 176.003(a-1);or (3) has a family relationship with a local government officer of that local governmental entity. (a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day after the later of: (1) the date that the vendor: (A) begins discussions or negotiations to enter into a contract with the local governmental entity;or (B) submits to the local governmental entity an application,response to a request for proposals or bids, correspondence, or another writing related to a potential contract with the local governmental entity;or (2) the date the vendor becomes aware: (A) of an employment or other business relationship with a local government officer,or a family member of the officer,described by Subsection(a); (B) that the vendor has given one or more gifts described by Subsection(a);or (C) of a family relationship with a local government officer. Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/30/2015 Page 13 of 21 SB 252 CHAPTER 2252 CERTIFICATION I, ,the undersigned an representative of (Company or Business Name) being an adult over the age of eighteen (18) years of age, pursuant to Texas Government Code, Chapter 2252, Section 2252.152 and Section 2252.153, certify that the company named above is not listed on the website of the Comptroller of the State of Texas concerning the listing of companies that are identified under Section 806.051, Section 807.051 or Section 2253.153. I further certify that should the above- named company enter into a contract that is on said listing of companies on the website of the Comptroller of the State of Texas which do business with Iran, Sudan or any Foreign Terrorist Organization, I will immediately notify the City of Port Arthur Purchasing Department. Name of Company Representative (Print) Signature of Company Representative Date Page 14 of 21 House Bill 89 Verification I, (Person name), the undersigned representative (hereafter referred to as "Representative") of _ (company or business name, hereafter referred to as "Business Entity"), being an adult over the age of eighteen (18) years of age, after being duly sworn by the undersigned notary, do hereby depose and affirm the following: 1. That Representative is authorized to execute this verification on behalf of Business Entity; 2. That Business Entity does not boycott Israel and will not boycott Israel during the term of any contract that will be entered into between Business Entity and the City of Port Arthur; and 3. That Representative understands that the term "boycott Israel" is defined by Texas Government Code Section 2270.001 to mean refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory, but does not include an action made for ordinary business purposes. SIGNATURE OF REPRESENTATIVE SUBSCRIBED AND SWORN TO BEFORE ME,the undersigned authority, on this day of , 20 Notary Public Page 15 of 21 GENERAL INFORMATION: Proposers are cautioned to read the information contained in this RFP carefully and to submit a complete response to all requirements and questions as directed. TERMINOLOGY: "Bid" vs. "Proposal"--For the purpose of this RFP, the terms "Bid" and `Proposal" shall be equivalent. AWARD: The City of Port Arthur will review all proposals for responsiveness and compliance with these specifications. The City reserves the right to award on the basis of the Lowest and Best Offer in accordance with the laws of Texas, to waive any formality or irregularity, and/or to reject any or all proposals. 1$. ALTERING BIDS: Bids cannot be altered or amended after submission deadline. Any interlineations, alteration, or erasure made before opening time must be initialed by the signer of the bid, guaranteeing authenticity. WITHDRAWAL OF PROPOSAL: The proposer may withdraw its proposal by submitting written request, over the signature of an authorized individual, to the Purchasing Division any time prior to the submission deadline. The proposer may thereafter submit a new proposal prior to the deadline. Modification or withdrawal of the proposal in any manner, oral or written, will not be considered if rr submitted after the deadline. ._ 'r¢4 Ez';y CONFLICT OF INTEREST: No public official shall have interest in this contract, in accordance with Vernon's Texas Code Annotated, Local Government Code Title 5, Subtitle C, Chapter 171. • CONFLICT OF INTEREST: Provide a completed copy of the Conflict of Interest Questionnaire (Form • CIQ). The Texas legislature recently enacted House Bill 914 which added Chapter 176 to the Texas Local Government Code. Chapter 176 mandates the public disclosure of certain information concerning persons doing business or seeking to do business with the City of Port Arthur, including affiliations and business and financial relationships such persons may have with City of Port Arthur officers. The form can be can be located at the Texas Ethics Commission website: https://www.ethics.state.tx.us/filinginfo/conflict forms.htm By doing business or seeking to do business with the City of Port Arthur including submitting a response to this RFP, you acknowledge that you have been notified of the requirements of Chapter 176 of the Texas Local Government Code and you are representing that you in compliance with them. Any information provided by the City of Port Arthur is for information purposes only. If you have concerns about whether Chapter 176 of the Texas Local Government Code applies to you or the vv manner in which you must comply,you should consult an attorney. The following are the current City Council and City Employees who are anticipated to either recommend or ETHICS: Public employees must discharge their duties impartially so as to assure fair, competitive access to governmental procurement by responsible contractors. Moreover, they should conduct themselves in such a manner as to foster public confidence in the integrity of the City of Port Arthur's procurement organization. Page 16 of 21 �i; it employee that makespurchases for the Cityis an agent of the Cityand is required to follow the Any g q City's Code of Ethics. MINIMUM STANDARDS FOR RESPONSIBLE PROSPECTIVE BIDDERS: A prospective bidder must affirmatively demonstrate bidder's responsibility. A prospective bidder must meet the following requirements: ua.: 1. Be able to comply with the required or proposed delivery schedule. 2. Have a satisfactory record of performance. 3. Have a satisfactory record of integrity and ethics. 4. Be otherwise qualified and eligible to receive an award. 5. Be engaged in a full time business and can assume liabilities for any performance or warranty service required. 6. The City Council shall not award a contract to a company that is in arrears in its obligations to the City. 7. No payments shall be made to any person of public monies under any contract by II the City with such person until such person has paid all obligations and debts owed to the City,or has made satisfactory arrangements to pay the same. ADDENDA: Any interpretations, corrections or changes to the RFP will be made by addenda no later than 48 hours prior to the date and time fixed for submission of proposals. Sole issuing authority of addenda shall be vested in the City of Port Arthur Purchasing Manager. The City assumes no responsibility for the proposer's failure to obtain and/or properly submit any addendum. Failure to acknowledge and submit any addendum may be cause for the proposal to be rejected. It is the vendor's responsibility to check for any addendums that might have been issued before bid closing date and time. All addenda will be numbered consecutively, beginning with 1. PRICES: The bidder should show in the proposal both the unit price and total amount, where required, of each item listed. In the event of error or discrepancy in the mathematics,the unit price shall prevail. PURCHASE ORDER: A purchase order(s) shall be generated by the City of Port Arthur to the successful bidder. The purchase order number must appear on all itemized invoices. INVOICES: All invoices shall be mailed directly to the City of Port Arthur, Attn.: Legal Dept, P.O. Box 1089, Port Arthur, Texas 77641. PAYMENT: Payment will be made upon receipt of the original invoice and the acceptance of the goods or services by the City of Port Arthur, in accordance with the State of Texas Prompt Payment Act, Article 601f V.T.C.S. The City's standard payment terms are net 30, i.e. payment is due 30 days from the date of ty pY pY the invoice. SALES TAX: The City of Port Arthur is exempt by law from payment of Texas Sales Tax and Federal Excise Tax;therefore the proposal shall not include Sales Tax. VENUE: This agreement will be governed and construed according to the laws of the State of Texas. This agreement is performable in Port Arthur, Texas, Jefferson County. The City of Port Arthur may Page 17 of 21 request and rely on advice, decisions, and opinions of the Attorney General of Texas and the City Attorney concerning any portion of these requirements. COMPLIANCE WITH LAWS: The Contractor shall comply with all applicable laws, ordinances, rules, orders, regulations and codes of the federal, state and local governments relating to performance of work herein. INTEREST OF MEMBERS OF CITY: No member of the governing body of the City, and no other officer, employee or agent of the City who exercises any functions or responsibilities in connection with the planning and carrying out of the program, shall have any personal financial interest, direct or indirect, in this Contract; and,the Contractor shall take appropriate steps to assure compliance. DELINQUENT PAYMENTS DUE CITY: The City of Port Arthur Code of Ordinances prohibits the City from granting any license, privilege or paying money to any-one owing delinquent taxes, paving assessments or any money to the City until such debts are paid or until satisfactory arrangements for payment has been made. Bidders must complete and sign the AFFIDAVIT included as part of this RFP. QUANTITIES: Quantities shown are estimated, based on projected use. It is specifically understood and agreed that these quantities are approximate and any additional quantities will be paid for at the quoted price. It is further understood that the contractor shall not have any claim against the City of Port Arthur for quantities less than the estimated amount. SHIPPING INFORMATION: All bids are to be F.O.B., City of Port Arthur, Port Arthur, TX 77640 INCORPORATION OF PROVISIONS REQUIRED BY LAW: Each provision and clause required by law to be inserted into the Contract shall be deemed to be enacted herein and the Contract shall be read and enforced as though each were included herein. If,through mistake or otherwise, any such provision is not inserted or is not correctly inserted the Contract shall be amended to make such insertion on application by either party. CONTRACTOR'S OBLIGATIONS: The Contractor shall and will, in good workmanlike manner, �•r perform all work and furnish all supplies and materials, machinery, equipment, facilities and means, except as herein otherwise expressly specified, necessary or proper to perform and complete all the work required by this Contract, in accordance with the provisions of this Contract and said specifications. The apparent silence of these specifications as to any detail or to the apparent omission from it of a detailed description concerning any point shall be regarded as meaning that only the best commercial practices are to prevail. .? While the purpose of the specifications is to indicate minimum requirements in the way of capability, performance, construction, and other details, its use is not intended to deprive the City of Port Arthur the option of selecting goods which may be considered more suitable for the purpose involved. !0. Under the Title VI of the Civil Rights Act of 1964, no person shall, on the grounds of race, color, or national origin, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving Federal financial assistance. Ft Page 18 of 21 TERMINATION FOR CAUSE: If, through any cause, the Contractor shall fail to fulfill in a timely and proper manner his obligations under this contract, or if the Contractor shall violate any of the covenants, agreements or stipulations of this contract, the City shall thereupon have the right to terminate this contract by giving written notice to the Contractor of such termination and specifying the effective date IC` thereof, at least fifteen (15) days before the effective date of such termination. Notwithstanding the •`' above, the Contractor shall not be relieved of liability to the City for damages sustained by the City by virtue of any breach of the contract by the Contractor, and the City may withhold any payments to the Contractor for the purpose of set-off until such time as the exact amount of damages due the City from the Contractor is determined. TERMINATION FOR CONVENIENCE: The City may terminate this contract at any time giving at least thirty (30) days notice in writing to the Contractor. If the Contract is terminated by the City as provided herein, the Contractor will be paid for the service that it has performed up to the termination date. If this contract is terminated due to fault of the Contractor, the previous paragraph hereof relative to • termination shall apply. 4<= RELEASES AND RECEIPTS: The City of Port Arthur before making payments may require the ids Contractor to furnish releases or receipts for any or all persons performing work and supplying material or service to the Contractor, or any sub-contractors for work under this contract, if this is deemed necessary • " to protect its interests. e ` CARE OF WORK: The Contractor shall be responsible for all damages toperson or property that P g p p Y uJ occurs as a result of his fault or negligence in connection with the work performed until completion and y�rl� final acceptance by the City. h � SUB-CONTRACTS: The Contractor shall not execute an agreement with any sub-contractor or permit any sub-contractor to perform any work included in this Contract until he has received from the City of Port Arthur written approval of such agreement. INSURANCE: All insurance must be written by an insurer licensed to conduct business in the State of Texas, unless otherwise permitted by Owner. The Contract shall, at his own expense, purchase, maintain ;ar and keep in force insurance that will protect against injury and/or damages which may arise out of or result from operations under this contract, whether the operations be by himself or by any subcontractor or by anyone directly or indirectly employed by any of them, or by anyone for whose acts any of them rv; may be liable, of the following types and limits 1. Standard Worker's Compensation Insurance: r'` 2. Commercial General Liability occurrence type insurance City of Port Arthur, its officers, agents, and employees must be named as an additional insured): a. Bodily injury $1,000,000 single limit per occurrence or$1,000,000 each person/$1,000,000 per occurrence; and, b. Property Damage $1,000,000 per occurrence regardless of contract amount; and, c. Professional Liability: $1,000,000. Page 19 of 21 • it r Contractor shall cause Contractor's insurance company or insurance agent to fill in all information tirrequired (including names of insurance agency, contractor and insurance companies, and policy numbers, I, effective dates and expiration dates) and to date and sign and do all other things necessary to complete ' and make into valid certificates of insurance and pertaining to the above listed items, and before h commencing any of the work and within the time otherwise specified, Contractor shall file completed 1: certificates of insurance with the Owner. r . r'r None of the provisions in said certificate of insurance should be altered or modified in any respect except 4- as herein expressly authorized. Said CERTIFICATE OF INSURANCE Form should contain a provision R: that coverage afforded under the policies will not be altered, modified or canceled unless at least fifteen . (15) days prior written notice has been given to the City of Port Arthur. Contractor shall also file with the f', City of Port Arthur valid CERTIFICATE OF INSURANCE on like form from or for all Subcontractors &- w,;, and showing the Subcontractor (s) as the Insured. Said completed CERTIFICATE OF INSURANCE Form (s) shall in any event be filed with the City of Port Arthur not more than ten (10) days after execution of this Contract. `'"t. NOTICE TO PROCEED: Notice to Proceed shall be issued within ten (10) days of the execution of the , Contract by OWNER. Should there be any reasons why Notice to Proceed cannot be issued within such period,the time may be extended by mutual agreement between OWNER and CONTRACTOR. DISCLOSURE OF INTERESTED PARTIES FORM 1295: A person or business, who enters into a contract with the City, meeting the conditions according to Texas Local Government Code Sec. 2252.908, ,1 is required to file Form 1295 with Texas Ethics Commission.This form is not required unless there is a contract between the vendor and the City of Port Arthur. Do not submit this form unless you receive an award letter from the City. PUBLIC INSPECTION OF PROPOSALS: The City strictly adheres to the Texas Public Information Act (Texas Government Code Chapter 552.001, et seq.) and all other governing statutes, regulations, and laws regarding the disclosure of RFP information. Proposal Documents are not available for public inspection until after the contract award. If the Proposer has notified the City, in writing, that the Proposal Document contains trade secrets or confidential information, the City will generally take reasonable steps to prevent disclosure of such information, in accordance with the Public Information Act. This is a statement of general policy only, and in no event shall the City be liable for disclosure of such information by the City in response to a request, regardless of the City's failure to take any such reasonable steps,even if the City is negligent in failing to do so. PROPOSAL EVALUATION AND CONTRACT AWARD: Proposal Evaluation and Contract Award Process: An award of a contract to provide the goods or services specified herein will be made using competitive sealed proposals, in accordance with Chapter 252 of the Texas Local Government Code and with the City's purchasing policy. The City will evaluate all proposals to determine which offerors are reasonably qualified for the award of the contract, applying the anticipated evaluation factors and emphasis to be placed on each factor as identified in the Scope of Services. A variety of factors may be used in the evaluation of the submitted proposals for this project. The City may, at its option, conduct discussions with or accept proposal revisions from any reasonably qualified proposer. Discussions may not be initiated by offerors. These discussions will be limited to issues and topics brought forth by the City. Any attempt by proposer or vendor at deviating from the issues and topics to discuss other Page 20 of 21 issuesa■d topics concerning th e Proposal brought forth by the City of Port Arthur shalb grounds for disqualification. Vendors shall no t co ntact an y Cityof Port Arthur personnel du 6n the proposal process witho ut the ex p essp rmission from the Ci! 's PurchasingMaaeI AMBIGUITY: Any ambiguity in the Prop osal Document as a resuHo omission, error, lack of clarity or non-compliance by the Proposer willspecifications, insrtu§osand all conditions sa be construed in the favor o the Cit . ADDITIONAL INFORMATION: City may request any other info rmaito necessary to determine Po okEsa ability to meet the minimum standards required by this RFP. \ Page }} Pa e 21 of 21 riq PR No. 24573 10/07/25 ht Exhibit "B" (Evaluation Matrix) 0 o / o / x ? x z 7 / 'D n « $' n \ -. 2 E _ } , ¥. 0 \ \ \ ) c \ / o \ / ` ^ / / 0 k § c ` k )0. = / / / ƒ $ f o " n = ƒ = )• A A G 00 0 f up ? © © ? B Crg in C. _ \ m r \ m § $ / © / $ $ \ \ \ ( _ . / o ° $ 3 K 0 C / ? . (D. / / / $ / ƒ / x c o f 5 / F ` ] \ $ E $ / / / E k, k §' \ / f / ¢ 9 3 ~ a x t •'''::'': c 2 / / \ . / % $ $ © \ ni[ƒ / �aR// , v» : / k «a@\. " «#) £ _ , { ƒ / \ / / / w c, / / = 7 > & 9 § r - ] - / \ - / \ PR No. 24573 10/07/25 ht Exhibit "C" (American Real Estate) City of Port Arthur Proposal for RFQ P25 - 076 Real Estate Brokerage Services �AM ERICAN REAL ESTATE Table of Contents 1. Executive Summary/Letter of Introduction 2. Qualifications&Experience 3. Relevant Experience 4. Proposed Marketing Strategy(per RFQ outline) 5. Fee Structure 6. References 7. Local Business Preference 8. Required Forms&Affidavits The City of Port Arthur Review Committee: It is with great pride that we submit our qualifications to provide Real Estate Brokerage Services to the City of Port Arthur.Our firm,American Real Estate,recently celebrated its 75th anniversary of serving Southeast Texas,a milestone that reflects our deep roots,long- standing reputation,and unwavering commitment to the communities we serve. Over the decades,our company has built a legacy of excellence across every facet of real estate from residential and commercial brokerage to property management and specialized leasing services.This breadth of experience uniquely positions us to deliver premier service to the City of Port Arthur. A few highlights that demonstrate our strength and relevance for this engagement include: • Heritage of Service: With 75 years of continuous operation in Southeast Texas, our firm has grown alongside the communities of this region and has a proven track record of trust, stability,and adaptability. • Recognized Leadership: Our firm and team members have been honored with multiple awards for sales volume,service,and community impact, reflecting both professional achievement and dedication to clients. • Property Management Expertise: Through our affiliated company,American Leasing and Management,we bring more than 50 years of property management experience, including leasing and managing diverse portfolios of residential,commercial,and homeowners' associations.The HOA management experience, in particular,parallels the governance, accountability,and complexity of municipal oversight. • Institutional Experience: For more than 30 years,we have represented major financial institutions, managing and marketing foreclosure properties on behalf of Fannie Mae, Freddie Mac,VA,and other national entities.These assignments require end-to-end responsibility,from securing properties and managing repairs to coordinating with asset managers and executing successful sales. Taken together,these experiences illustrate not only the scale of our capabilities,but also the unique ways in which our heritage and expertise align with the needs of the City of Port Arthur.We view this opportunity not simply as a contract,but as a chance to extend our legacy of service and apply our expertise in a way that directly benefits the City,its leadership,and its citizens. We thank you for considering our proposal and look forward to the opportunity to serve the City of Port Arthur with the same dedication and professionalism that have guided us for the past 75 years. Respectfully, Jaime Hensley Broker/Owner American Real Estate Qualifications & Experience 1.Local Market Experience Our team has decades of experience in marketing,leasing,and selling properties throughout Port Arthur and Jefferson County.This includes residential and commercial assignments, giving us a strong perspective on local market dynamics. 2.Organizational Strength We are more than a brokerage —we are a family of companies serving Southeast Texas, which allows us to provide comprehensive services under one umbrella: • Real Estate Brokerage:A full-service brokerage with 75 years of experience in residential and commercial sales. • Property Management: Through American Leasing and Management,we provide leasing services and manage both investment portfolios and homeowners associations. • Title Services: Our affiliated title company ensures efficient and seamless closing services for transactions. This integrated structure, combined with financial stability and established operations, ensures that we have the staff,resources,and systems to manage projects of any size for the City of Port Arthur. 3.Comparable Projects We have successfully delivered services of similar magnitude and complexity,including: • Management of multiple Homeowners Associations (HOAs),which mirrors the governance and accountability required in municipal real estate services. • Long-standing representation of national financial institutions (Fannie Mae,Freddie Mac, VA) in the management and sale of foreclosure properties. • Marketing and leasing of diverse residential and commercial property portfolios across Southeast Texas. 4.Additional Requirements • Experience:All principals and project managers assigned to this engagement are licensed Texas Real Estate Brokers with decades of brokerage experience. • Capacity: We maintain sufficient financial,technical,and managerial capacity to ensure timely,high-quality service delivery. • Good Standing: Our firm has no pending lawsuits, no unpaid taxes or utilities,and no conflicts of interest with the City of Port Arthur. • Performance Record: We are not in arrears or default on any debt or contract with the City,and we have a long-standing record of fulfilling all contractual obligations with integrity and professionalism. Leadership Summary —Jaime Hensley Jaime Hensley serves as the Broker/Owner of American Real Estate -ERA Powered,leading four offices across Southeast Texas,as well as American Leasing&Management and All American Title,which she founded in 2019.Together,these companies form a fully integrated real estate services network providing brokerage,property management,and title/escrow solutions under one leadership structure. In 2009,Jaime was appointed by Governor Rick Perry to the Texas Real Estate Commission, becoming one of only six brokers statewide selected to serve and among the youngest appointees in Commission history. During her tenure,she contributed to the Education Standards Task Force and Budget Committee,helping shape state policy, compliance standards,and professional oversight for the real estate industry. Under Jaime's leadership,American Real Estate -ERA Powered has achieved national recognition,including the 2020 Gene Francis Memorial Award, ERA's highest honor, presented to the top all-around company in the nation for performance,culture,and client service.She also mentored agents who went on to achieve national recognition, reflecting her ability to develop talent and elevate organizational performance. With more than 20 years of experience spanning residential,commercial,institutional,and HOA management,Jaime brings unmatched expertise in both local market knowledge and regulatory governance.This unique blend of operational leadership and policy-level oversight positions her as a trusted and highly qualified partner for the City of Port Arthur. Relevant Experience 1. Property Management&Homeowners Associations (HOAs) American Leasing and Management,a division of our company,has been operating in the Southeast Texas market for more than 50 years.Within this division,we manage multiple Homeowners Associations (HOAs),which provides direct parallels to municipal-level work. • Governance&Compliance: HOA management requires constant interaction with elected boards,adherence to bylaws,and balancing the diverse needs of homeowners —very similar to working with City officials,policies,and regulations. • Complexity&Accountability: Each HOA we manage has its own governing documents, budgets,and reporting requirements,demanding a high degree of organization, transparency,and responsiveness. • Service Coordination: From coordinating maintenance to handling legal and financial matters,our team is accustomed to managing operations that mirror the complexity of municipal real estate oversight. 2. Foreclosure Management&Institutional Clients For over 30 years,our brokerage has represented major banking institutions across Southeast Texas in the management and sale of foreclosure properties.We maintain master listing agreements with national servicing companies representing Fannie Mae, Freddie Mac,and the VA. • End-to-End Management:When a foreclosure is assigned to us,we take full responsibility from intake to closing.This includes securing the property,establishing and paying utilities, coordinating repairs,and ensuring the home is market-ready. •Asset Manager Collaboration:We work directly with institutional asset managers to meet strict timelines, reporting requirements,and compliance standards. • Sales Execution: Once stabilized,these properties are marketed on the Multiple Listing Service (MLS) and sold in accordance with client guidelines. By highlighting both HOA governance and institutional foreclosure management,our firm demonstrates a proven ability to operate within complex,regulated environments — making us well-prepared to support the City of Port Arthur in the management,marketing, and sale of City-owned properties. Proposed Marketing Strategy Objective To maximize the visibility,value,and successful disposition of City-owned real estate assets, American Real Estate, ERA Powered will execute a comprehensive marketing strategy designed to attract developers,investors,and end-users. Our approach blends 75 years of local Southeast Texas expertise with award-winning ERA national marketing resources, ensuring that Port Arthur's portfolio is marketed strategically and sold efficiently. 1. Marketing and Listing Services • List designated City-owned properties on the MLS for maximum visibility. • Syndicate residential listings to Realtor.com,Zillow,Homes.com,and ERA's national broker network. • Syndicate commercial listings,when appropriate,to LoopNet,CREXi,and CoStar for broader exposure. • Leverage ERA's global marketing channels for national and international reach. • Provide professional signage,photography,and digital collateral for each property. • Create Offering Memorandums (OMs) with property details,zoning,aerial maps,and financial data. • Execute digital ad campaigns and targeted email blasts to developers,site selectors,and relocation consultants. 2. Brokerage and Negotiation • Respond to all inquiries within 24 hours with tailored property packages. •Assign a Residential Broker of Record for residential negotiations. • Assign a Commercial Broker of Record (or partner specialist) for complex commercial negotiations. • Evaluate offers not only on price but also on intended use and long-term community impact. • Advise City staff on financial,legal,and community implications. • Negotiate favorable terms for the City,ensuring appropriate contingencies,clear timelines, and protections that safeguard the City's best interests. 3. Advisory Services • Conduct Competitive Market Analyses (CMAs) for residential properties. • Conduct Commercial Broker Price Opinions (BPOs) and market rent studies. • Analyze highest-and-best-use scenarios for redevelopment or alternative uses. • Provide written valuation reports and listing strategies tailored to property type. • Advise on portfolio organization and strategic planning for property disposition. 4. Compliance and Reporting • Provide monthly status reports detailing inquiries,showings,offers,and negotiations. • Deliver weekly updates to City staff during active closings. • Provide Closing Reports summarizing marketing efforts,buyer background,and final terms. 5. Transaction Management • Coordinate with title companies,attorneys,and consultants to facilitate closings. • Manage utilities, maintenance,and vendor coordination when required. • Oversee escrow, inspections,and final conveyance documents. 6. Deliverables • Valuation reports (BPOs, CMAs). • Comprehensive marketing plans for each property. •Advisory reports on property strategy and revenue potential. 7. Contractor Responsibilities a. Evaluate vacant or underutilized City land and provide revenue assessments and recommendations. b.Ensure all transactions are approved by the City and comply with rules,ordinances,and the City Charter. c.Compensation will be performance-based,with commissions paid from transaction proceeds. d.Proposed commission percentages and fee structure are included in this response. 8. Marketing of Leased Properties a. Market and lease City-owned residential and commercial properties. b. Compensation will be performance-based through a percentage of lease value,as outlined in our Fee Structure. 9. Specialized Expertise Our firm's HOA management portfolio demonstrates expertise in condominium-style governance,finance,and oversight. Managing homeowner's associations mirrors the complexity of multi-family and condominium operations requiring adherence to bylaws, board approvals,budgeting,and transparent reporting. • Commercial &Industrial: For complex projects,we collaborate with trusted local commercial brokers,ensuring the City benefits from specialized expertise when required. • Hospitality: Our brokerage experience includes marketing and leasing in hospitality adjacent sectors,such as short-term rentals and investment properties. • Multi-family/Condominium: Directly supported by our HOA and property management experience. 10. Market Updates • Upon request,our team will deliver presentations to City staff on current real estate trends and forecasts in Port Arthur and Southeast Texas. • Updates will include residential and commercial sales trends,leasing demand, demographic shifts,and investor interest. Recommended Fee Structure City of Port Arthur— RFQ Real Estate Brokerage Services Sales Commission •Listing Side Commission:3%of the gross sales price,payable at closing. •Minimum Commission:$2,000. •Buyer Broker Compensation(BAC): -No commission is offered upfront at the time of listing. -Buyer representation commissions,if any,may be included in the terms of a purchase offer and subject to City approval. -This approach aligns with current industry practices under the NAR settlement and ensures the City in retains maximum flexibility to negotiate the most favorable price and terms for every transaction. Lease Commission •Residential Properties:Equal to one month's rent,payable at lease execution. •Commercial Properties:2.5%of the total lease value(base term only,excluding renewals/extensions unless separately negotiated). Advisory/Consulting Services •Hourly Rate:$150 per hour(discounted public-entity rate). •Services may include broker price opinions(BPOs),portfolio strategy sessions,and other advisory services when no commission is earned. Additional Notes r:. •All commissions will be paid from transaction proceeds at closing or lease execution,no upfront fees are charged to the City. •Commissions are inclusive of all marketing efforts,including MLS entry,signage,online advertising, and negotiations. •Any co-broker arrangements will be disclosed in writing and subject to City approval. il Company Information **Company Legal Structure:** Limited Liability Company(LLC) **Full Legal Name:**2011 American Real Estate, LLC,Doing Business As American Real Estate, ERA Powered **Ownership:**Jaime Hensley **Business Address:** 6622 Phelan Boulevard **Contact Phone:**936-366-0707 **Contact Email:**jaime@americanrealestate.com **Staff Size:** 10 employees **Licensed Realtors:** 61 Local Business Preference As outlined in the RFQ on page 4,proposers seeking Local Business Preference were required to submit documentation within ten(10)calendar days of request.While we did not meet that formal deadline,we do want to provide the Review Committee with supporting information that demonstrates our presence in the Port Arthur/ Jefferson County area. Attached are six(6)months of utility bills as evidence of our ongoing business operations in the community.We also made initial inquiries regarding a Jefferson County business tax receipt;however,due to timing constraints and the lack of readily available guidance,we were unable to obtain that document before the submittal deadline. P. This is our first time participating in this specific RFQ process with the City of Port Arthur,and we wanted to ensure that the Review Committee still had documentation reflecting our active presence in the local market. While we understand this may not fully meet the requirements for Local Business Preference consideration,we believe this information provides valuable context for our longstanding commitment to serving Southeast Texas. 1 it Service Location Business Solutions Center entergy 6622 Phelan Blvd 877-ETRBIZZ(877-387-2499); 8a-5p, Mon-Fri Beaumont, TX 77706-5966 Power Outage or Safety Concern, 24 hrs/7days Entergy Texas,Inc. 800-9OUTAGE(800-968-8243) Entergy-Texas.com Total Monthly Energy Usage Account Summary for American Real Estate n Billing Billing kWh Avg kWh 2025 Account# Mail Date QPC 06000 Period Days Used Per Day 2024 II Invoice# 155008074830 07/18/2025 Cycle 12 Jul2025 30 3506 116.9 in Amount to be drafted 08/04/2025 $478.23 4000 _ 3000 2000 Account Detail woodill Previous Balance 403.79 0 (- -n ce z 0 Payment Received (07/07/2025) -403.79 $ " ' a ° g Remaining Balance $0.00 Current Charges Important Messages Customer Charge 52,59 Please Bring Entire Bill When Paying in Person Demand Charge 142.50 Energy Charge 121.54 Si necesita tener la informaci6n de esta cuenta en SCO Storm Cost Offset-2 3506 kWh @$-0.000039 -0.14 espanol, favor de Ilamar al 1-800-368-3749 y pida Fuel Charge 3506 kWh @$0.0317506 111.32 que le pasen con un traductor. Energy Efficiency Cost Recovery Factor 3506 kWh @$0,000786 2.76 See your daily cost and usage to help manage Municipal Franchise Fee 3506 kWh @$0.0015908 5,58 your bill. Visit entergy.com/myAdvisor. Total Metered Charges (Contract 23914445) $438.15 IMPORTANT NOTICE; Sending an eligible check Local Sales Tax 6.54 payment authorizes Entergy to convert your paper County Sales Tax 2.18 check to an electronic debit. For more information State Sales Tax 27.26 call 1-888-627-6695. For more energy saving tips, System Restoration Cost-2 6.10 visit entergy coon. Current Month Energy Charges $478.23 • Get account info on your cell phone. Text INFO to Meter Reading(Contract 23914445) • 368374 for a menu of options, Meter# AM10199521 Rate : TX_GS1 g Total Days ( 30 ) o Current Meter Reading (07/16/2025 11:59 PM) 70196 Previous Meter Reading (06/16/2025 11:59 PM) 66690 kWh Metered 3506 cn V kW Metered 15.00 W Usage Adjustments N Contract Power kW (07/2025) 15.00 o Billed kW 15.00 ✓ g 0 0 0 i entergy Account QPC 06000 Invoice# 155008074830 Entergy-Texas.com Customer Service 877-ETRBIZZ Amount to be drafted 08/04/2026 $478.23 (877-387-2499) Bill to be Drafted.DO NOT PAY. 15451 I AV 0.593 "EN1B7XDS071825006511 77726 045 00 IIIIIIIIIIIIIIIIIIIIIIIIIIIllIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIInIII AMERICAN REAL ESTATE • PO BOX 7466 BEAUMONT TX 77726-7466 ENTERGY PO BOX 8104 000015451 ENTBTXDS07182500651 1 01 001000 006596 001 BATON ROUGE, LA 70891-8104 6000013020661351500000001300000000478230013000000000021609 4-,-!4.:.- Service Location Business Solutions Center entergy 6622 Phelan Blvd 877-ETRBIZZ(877 387 2499); 8a-5p, Mon-Fri Beaumont, TX 77706 5966 Power Outage or Safety Concern, 24 hrs/7days Entergy Texas,Inc, 800-9OUTAGE (800-968-8243) Entergy-Texas.com Total Monthly Energy Usage Account Summary for American Real Estate Billing Billing kWh Avg kWh 2025 ® Account# Mail Date QPC 06000 Period Days Used Per Day 2024 Invoice# 235007332912 06/18/2025 Cycle 12 0 Jun 2025 33 3350 101.5 Amount to be drafted 07/07/2025 $403.79 3500 _ 2625 1750 ii f Account Detail 875 — " Previous Balance 352.74 0 d i D3 p o 0 o Payment Received (06/02/2025) -352.74 _ 0- d D _ (0 ° C) Remaining Balance $0.00 Current Charges Important Messages Customer Charge 52,59 Please Bring Entire Bill When Paying in Person Demand Charge 95.00 Energy Charge 105.85 Si necesita tener la informacibn de esta cuenta en SCO Storm Cost Offset-2 3350 kWh @$-0.000039 -0.13 espatiol, favor de Ilamar al 1-800-368-3749 y pida Fuel Charge 3350 kWh @$0.0317506 106.36 que le pasen con un traductor. Energy Efficiency Cost Recovery Factor 3350 kWh @$0.000786 2.63 See your daily cost and usage to help manage Municipal Franchise Fee 3350 kWh©$0.0015908 5.33 your bill. Visit entergy.com/myAdvisor. Total Metered Charges(Contract 23914445) $367.63 IMPORTANT NOTICE; Sending an eligible check Local Sales Tax 5,51 payment authorizes Entergy to convert your paper County Sales Tax 1,84 S check to an electronic debit. For more information State Sales Tax 22.98 A call 1-888-627-6695. For more energy saving tips, System Restoration Cost-2 5.83 visit entergy.com. Current Month Energy Charges $403.79 Get account info on your cell phone. Text INFO to Meter Reading(Contract 23914446) g 368374 for a menu of options. Meter# AM10199521 Rate : TX_GS1 o Total Days (33 ) o Current Meter Reading (06/16/2025 11:59 PM) 66690 Previous Meter Reading (05/14/2025 11:59 PM) - 63340 g kWh Metered 3350 kW Metered 10.00 a. Usage Adjustments ca Contract Power kW (06/2025) 10.00 Billed kW 10.00 r 0 0 0 V m W entergy Account QPC 06000 Invoice# 235007332912 Entergy-Texas.com Customer Service 877-ETRBIZZ Amount to be drafted 07/07/2025 $403.79 (877-387-2499) Bill to be Drafted.DO NOT PAY. 14151 I AV 0.545 *ENTBTXDS061825006060 77726(142 00 'lirll"IIIr11Ir1IIIrlllr1III'IIIII"IIIIIII'lIl'llll'lll'llllrll FAMERICAN REAL ESTATE PO BOX 7466 BEAUMONT TX 77726-7466 ENTERGY PO BOX 8104 000014151 ENTBTXDS061825006060 01(111000 004763 001 BATON ROUGE, LA 70891-8104 6000000206613515000000000000000040379000000000000018806 i Service Location Business Solutions Center ` entergy 6622 Phelan Blvd 877-ETRBIZZ(877-387-2499); 8a-5p, Mon-Fri Beaumont, TX 77706-5966 Power Outage or Safety Concern, 24 hrs/7days Entergy Texas, Inc. 800-9OUTAGE(800-968-8243) Entergy-Texas.com Total Monthly Energy Usage Account Summary for American Real Estate Billing Billing kWh Avg kWh 2025 Account# Mail Date QPC 06000 Period Days Used Per Day 2024 Li Invoice# 150006967621 05/16/2025 Cycle 12 May 2025 29 2451 84.5 _ Amount to be drafted 08/0212025 $352.74 2500 _ 1875 1250 Account Detail 025 i--I Previous Balance 861.02 0 o z o Payment Received (04/30/2025) -861.02 N c . C C ° o Remaining Balance $0.00 ' Current Charges Important Messages Customer Charge 52.59 Please Bring Entire Bill When Paying in Person Demand Charge 104.50 Energy Charge 81.28 Si necesita tener la informaciOn de esta cuenta en SCO Storm Cost Offset-2 2451 kWh @$-0.000039 -0.10 espafiol, favor de Ilamar al 1-800-368-3749 y pida Fuel Charge 2451 kWh @$0.0317508 77.82 que le pasen con un traductor. Energy Efficiency Cost Recovery Factor 2451 kWh @$0.000786 1.93 See your daily cost and usage to help manage Municipal Franchise Fee 2451 kWh @$0.0015908 3.90 your bill. Visit entergy.comlmyAdvisor. Total Metered Charges (Contract 23914445) $321.92 Recently changed Banks? Or was your Bank Local Sales Tax 4.83 recently merged or acquired? Returned bill payments County Sales Tax 1.61 8 can happen with old banking information, Avoid State Sales Tax 20.12 4i payment return fees and late fees by keeping your System Restoration Cost-2 4.26 ABA routing number and bank account number Current Month Energy Charges $352.74 a. updated in MyEntergy and Mobile App. IMPORTANT NOTICE: Sending an eligible check Meter Reading (Contract 23914445) b payment authorizes Entergy to convert your paper Meter# AM10199521 Rate: TX_GS1 2. check to an electronic debit. For more information Total Days(29 ) call 1-888-627-6695. For more energy saving tips, Current Meter Reading (05/14/2025 11:59 PM) 63340 visit en ryy corn, Previous Meter Reading (04/15/2025 11:59 PM) - 60889 0 kWh Metered 2451 Get account info on your cell phone. Text INFO to kW Metered 11.00 N N 368374 for a menu of options. - 0 Usage Adjustments A Contract Power kW (05/2025) 11.00 a Billed kW 11.00 r S 0 W 09 N ar:. entergy Account QPC 06000 Invoice# 150006967621 Entergy-Texas.com Customer Service 877-ETRBIZZ Amount to be drafted 06/02/2025 $362.74 (877-387-2499) Bill to be Drafted.DO NOT PAY. 14844 I AV 0.545 *ENTBTXDS051625005604 77726 044 00 llillli1IIII'I'llil(Atli'111111lidirrliilrlrrilllililririrlilhi IAMERICAN REAL ESTATE PO BOX 7466 BEAUMONT TX 77726-7466 ENTERGY PO BOX 8104 000014844 ENTBTXDS05162500560401 000000 002885 001 BATON ROUGE, LA 70891-8104 60000002066135150000000000000000352740000D0000000015303 Service Location Business Solutions Center entergy 6622 Phelan Blvd 877-ETRBIZZ(877-387-2499); 8a-5p, Mon-Fri Beaumont, TX 77706-5966 Power Outage or Safety Concern, 24 hrs/7days Entergy Texas,Inc. 800-9OUTAGE (800-968-8243) Entergy-Texas.com Total Monthly Energy Usage Account Summary for American Real Estate Billing Billing kWh Avg kWh 2025 II Account# Mail Date QPC 06000 n Period Days Used Per Day 2024 Invoice# 95008274123 04/17/2025 Cycle 12 0 Apr 2025 21 1846 87.9 Amount Due by 05/05/2025 $861.02 after $871.60 2000 1500 Current Charges wooI Customer Charge 36.82 500 Demand Charge 66.50 0 Energy Charge 59.28 • T o f B. 1 m o e = Q b .< co - < O SCO Storm Cost Offset-2 1846 kWh @$-0.000039 -0,07 - Fuel Charge . 1846 kWh @$0.0317506 58.61 Important Messages Fuel Refund 1846 kWh @$-0.00933 -17.22 Energy Efficiency Cost Recovery Factor 1846 kWh @$0.000786 1.45 Your bill is prorated. Municipal Franchise Fee 1846 kWh @ 50.0015908 2.94 Please Bring Entire Bill When Paying in Person Total Metered Charges (Contract 23914445) $208.31 Si necesita tener la informacion de esta cuenta en Local Sales Tax 3.12 espanol, favor de Ilamar al 1-800-368-3749 y pida County Sales Tax 1.04 que le pasen con un traductor. State Sales Tax 13.03 System Restoration Cost-2 3.21 See your daily cost and usage to help manage Current Month Energy Charges $228.71 your bill. Visit entergy.comlmyAdvisor. Deposit 626.00 Real-Time Payment Options: TX Connection Fee 6.31 N -wvvw myEorergy com/s/makepayment. Total Amount Due $861.02 Fa• -By Phone at 888-822-0553($2.50 fee). Meter Reading(Contract 23914445) ✓ IMPORTANT NOTICE: Sending an eligible check S payment authorizes Entergy to convert your paper Meter# AM10199521 Rate: TX_GS1 b check to an electronic debit. For more information Total Days ) erer Reading (04/15/2025 11:59 PM) 60889 a call 1-888-627-6695. For more energy saving tips, Previous Meter Reading (03/26/2025 00:00 AM) - 59043 visit entergy corn. kWh Metered 1846 8 Get account info on your cell phone. Text INFO to kW Metered 10.00 368374 for a menu of options. Usage Adjustments Please add $1 to total bill amount for The Power to0 Contract Power kW (0412025) 10.00 Care, Learn more at entergy Billed kW 7.00 0 0 r 0 0 0 0 0 A entergy Account QPC 06000 Invoice# 95008274123 Entergy-Texas.com Customer Service 877-ETRBIZZ Amount Due by 05/05/2025 $861.02 after $871.60 (877-387-2499) Please send stub with check payable to Entergy.Thank You. 15219 I AV 0.545 *ENTBTXDSO41725005168 77726 046 00 ll i 1lll"lirlhrllnril1l1tlllll"Illll'II'II"I'Iil'illliuliil } AMERICAN REAL ESTATE t ti• PO BOX 7466 fi BEAUMONT TX 77726-7466 ENTERGY PO BOX 8104 000015219 ENTBTXDS041725005168 01 100111 009074 001 BATON ROUGE, LA 70891-8104 6D0000020661351500000000D000000086102100000087160812503 Service Location Business Solutions Center entergy 4351 Crow Rd 877-ETRBIZZ(877-387-2499); 8a-5p, Mon-Fri Beaumont, TX 77706-6910 Power Outage or Safety Concern, 24 hrs/7days Entergy Texas,Inc. Page 1 of 2 800-90UTAGE(800-968-8243) Entergy-Texas.com Total Monthly Energy Usage Account Summary for American Real Estate i, Billing Billing kWh Avg kWh 2025 Account# Mail Date QPC 06000 Period Days Used Per Day 2024 ® Invoice# 95008225614 03/13/2025 Cycle 08 Mar 2025 29 1097 37.8 Amount to be drafted 03/31/2025 $151.09 2500 1875 - - --i -' 1250 - - -- Account Detail 625 I Previous Balance 166.40 0 ,- -n g D E c- Do) 0 z o I Payment Received (02/28/2025) -166.40 8- ; '2. .2 5 c -2 a 2 2 Remaining Balance $0.00 Current Charges Important Messages Customer Charge 21.94 Please Bring Entire Bill When Paying in Person Energy Charge 79.07 SCO Storm Cost Offset-2 1086 kWh @$-0.000026 -0.03 Si necesita tener la informacion de esta cuenta en Fuel Charge 1086 kWh @$0.0317506 34.48 espanol, favor de Ilamar al 1-800-368-3749 y pida Fuel Refund 1086 kWh @$-0.02043 -22.19 que le pasen con un traductor. Energy Efficiency Cost Recovery Factor 1086 kWh @$0.000825 0.90 See your daily cost and usage to help manage Municipal Franchise Fee 1086 kWh @$0.0015908 1.73 your bill. Visit entergy.com/myAdvisor. Total Metered Charges(Contract 23424496) $115.90 IMPORTANT NOTICE: Sending an eligible check Area Lighting Billing payment authorizes Entergy to convert your paper --Rate-- Qty --Facility Type-- --kWh-- check to an electronic debit. For more information ALCU 1 FL320W MH LIGHT 120.0 18.99 call 1-888-627-6695. For more energy saving tips, SCO Storm Cost Offset-2 120 kWh @$-0.00019 -0.02 w visit entergy.corn. Fuel Charge 120 kWh @$0.0317506 3.81 Fuel Refund 120 kWh @$-0.01629 -1.95 Get account info on your cell phone. Text INFO to Municipal Franchise Fee 120 kWh @$0.0015908 0.19 0 368374 for a menu of options. Total Area Lighting Charges (02/07/2025-03/07/2025) $21.02 Local Sales Tax 2.06 0 o County Sales Tax 0.69 State Sales Tax 8.54 g System Restoration Cost-2 2.88 W Current Month Energy Charges $151.09 ft N of A O O r 00 0 0 N 6 N O entergg Account QPC 06000 Invoice# 95008225614 Entergy-Texas.com Customer Service 877-ETRBIZZ Amount to be drafted 03/31/2025 $151.09 (877-387-2499) Bill to be Drafted.DO NOT PAY. 12913 1 AV 0.545 *ENTBTXDS03132500461 1 77726 037 00 Illlrllllilillllllirlllrlll1l'lllllllll'illllhlllllllrlilrllllirl ;'6.}; AMERICAN REAL ESTATE PO BOX 7466 : BEAUMONT TX 77726-7466 ENTERGY PO BOX 8104 000012913 ENT13TXDS031325004611 01 010000 005520 002 BATON ROUGE, LA 70891-8104 6000000202554481000000000000000015109200000000000009003 Service Location Business Solutions Center entergy 4351 Crow Rd 877-ETRBIZZ(877-387-2499); 8a-5p, Mon-Fri Beaumont, TX 77706-6910 Power Outage or Safety Concern, 24 hrs/7days Entergy Texas,Inc. Page 1 of 2 800-9OUTAGE(800-968-8243) Entergy-Texas.com Total Monthly Energy Usage Account Summary for American Real Estate Billing Billing kWh Avg kWh 2025 ® Account# Mail Date QPC 06000 Period Days Used Per Day 2024 Invoice# 360004248958 02/12/2025 Cycle 08pij Feb 2025 31 1306 42.1 tn Amount to be drafted 02/28/2025 $166.40 2500 i _ 1875 L- - - 1250 L - - - Account Detail 625 I! - - - - Previous Balance 22s:44 0 F a T o z o Interest On Deposit 4.86% -4.90 0- ' � C0 -0 ^ ° 0 Payment Received (01/30/2025) -226.44 Remaining Balance -$4.90 Important Messages Current Charges Please Bring Entire Bill When Paying in Person Customer Charge 21.94 Energy Charge 94.52 Si necesita tener la informacion de esta cuenta en SCO Storm Cost Offset-2 1298 kWh @$-0.000026 -0.03 espanol, favor de!lamer al 1-800-368-3749 y pida Fuel Charge 1298 kWh @$0.0317506 41.21 que le pasen con un traductor, Fuel Refund 1298 kWh @$-0.02043 -26.52 See your daily cost and usage to help manage Energy Efficiency Cost Recovery Factor 1298 kWh @$0.000825 1.07 your bill. Visit entergy.com/myAdvisor. Municipal Franchise Fee 1298 kWh @$0.0015908 2.06 Recently changed Banks? Or was your Bank Total Metered Charges(Contract 23424496) $134.25 recently merged or acquired? Returned bill payments Area Lighting Billing can happen with old banking information. Avoid --Rate-- Qty --Facility Type-- --kWh -- SI payment return fees and late fees by keeping your ALCU 1 FL320W MH LIGHT 120.0 18.99 ABA routing number and bank account number SCO Storm Cost Offset-2 120 kWh @$-0.00019 -0,02 W updated in MyEntergy and Mobile App. Fuel Charge 120 kWh @$0.0317506 3.81 th IMPORTANT NOTICE: Sending an eligible check Fuel Refund 120 kWh @$-0.01629 -1,95 payment authorizes Entergy to convert your paper Municipal Franchise Fee 120 kWh @$0.001590e 0.19 s check to an electronic debit. For more information Total Area Lighting Charges (01/09/2025-02/0612026) $21.02 call 1-888-627-6695. For more energy saving tips, Local Sales TaxSal 2.33 0.78 g visit entergy.com. Statet Sales eTax s ax 9.70 N Get account info on your cell phone. Text INFO to System Restoration Cost-2 3.22 N 368374 for a menu of options. Current Month Energy Charges $171.30 Total Amount Due $166.40 N O O r O 0 0 w N N a1 entergy Account QPC 06000 Invoice# 360004248958 Entergy-Texas.com Customer Service 877-ETRBIZZ Amount to be drafted 02/28/2025 $166.40 (877-387-2499) Bill to be Drafted.DO NOT PAY. 13659 1 AV 0.545 *ENTBTXDS021225004135 77726 048 00 llt1Illltilliililirlililllil'lllltl'Ilrlr.11llllllnll1illl"lill L AMERICAN REAL ESTATE PO BOX 7466 4 BEAUMONT TX 77726-7466 ENTERGY PO BOX 8104 000013659 ENTBTXDS021225004135 01 000000 013226 002 BATON ROUGE, LA 70891-8104 6000000202554481000000000000000016640500000000000005909 NON-COLLUSION AFFIDAVIT CITY OF PORT ARTHUR § STATE OF TEXAS By the signature below, the signatory for the bidder certifies that neither he nor the firm, corporation, partnership or institution represented by the signatory or anyone acting for the firm bidding this project has violated the antitrust laws of this State, codified at Section 15.01, et seq., Texas Business and Commerce Code, or the Federal antitrust laws, nor communicated directly or indirectly the bid made to any competitor or any other person engaged in the same line of business, nor has the signatory or anyone acting for the firm, corporation or institution submitting a bid committed any other act of collusion related to the development and submission of this bid proposal. Signature: A,tJ+�w J24 l Printed Name: 44Aly. Jaime He nsley Title: Owner/Broker Company: American Real Estate ERA Powered Date: 8/25/2025 SUBSCRIBED and sworn to before me the undersigned authorityb ,. the gn y of, 111/ on behalf of said bidder. Li 2b2S ILL . ota Pu li in and for th State of Te My commission expires: ot�YN, TRACY D JEAN Notary ID#1151128-7 r /\ My Commission Expires P 9TF0FCF� 02-12-2026 Page 10 of 21 2011 AMERICAN REAL ESTATE COMPANY LLC 1313 S JOHN REDDITT LUFKIN,TX 75904 Real Estate Broker License TREC TEXAS REAL ESTATE COMMISSION 2011 American Real Estate Company LLC Broker License #: 9001036 6470 Phelan Blvd License Expires: 01/31/2026 BEAUMONT,TX 77706 Having provided satisfactory evidence of the qualifications required by the Texas Real Estate License Act, Occupations Code, Chapter /� r 1101, authorization is granted to use this title: Real Estate BrokerChelsea Buchholtz For additional information or to file a complaint please contact TREC Executive Director at www.trec.texas.gov. JAIME BLEVINS HENSLEY 1313 S JOHN REDDITT LUFKIN,TX 75904 Real Estate Broker License TREC TEXAS REAL ESTATE COMMISSION Jaime Blevins Hensley Broker License #: 517060 1313 S John Redditt License Expires: 04/30/2027 LUFKIN,TX 75904 Having provided satisfactory evidence of the qualifications required by the Texas Real Estate License Act, Occupations Code, Chapter 1101, authorization is granted to use this title: Real Estate Brokers - j -Chelsea Buchholtz For additional information or to file a complaint please contact TREC Executive Director at www.trec.texas.gov. House Bill 89 Verification I Jaime Hensley (Person name the undersig ned), representative (hereafter referred to as "Representative") of American Real Estate ERA Powered (company or business name, hereafter referred to as "Business Entity"), being an adult over the age of eighteen (18) years of age, after being duly sworn by the undersigned notary, do hereby depose and affirm the following: 1. That Representative is authorized to execute this verification on behalf of Business Entity; 2. That Business Entity does not boycott Israel and will not boycott Israel during the term of any contract that will be entered into between Business Entity and the City of Port Arthur;and 3. That Representative understands that the term "boycott Israel" is defined by Texas Government Code Section 2270.001 to mean refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory,but does not include an action made for ordinary business purposes. SIGditRE..00 OF REPRESEAVTATIVE SUBSCRIBED AND SWORN TO BEFORE ME,the undersigned authority, on this G `day of 11[1q6+ ,20 _25- ,D . rIze Public os'''''uo, TRACY D JEAN Notary ID#1151128-7 yr P My Commission Expires 9rFaF�+ 02-12-2026 Page 15 of 21 AFFIDAVIT All pages in Offeror's Responses containing statements, letters, etc., shall be signed by a duly authorized officer of the company whose signature is binding. The undersigned offers and agrees to one of the following: I hereby certify that I do not have outstanding debts with the City of Port Arthur. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to pay said debts prior to execution of this agreement. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to enter into an agreement for the payment of said debts. I further agree to pay succeeding debts as they become due. American Real Estate ERA Powered 8/25/2025 Firm Name Date 8/25/2025 Auth rized Signature Title Jaime Hensley 936-366-0707 Name(please print) Telephone jaime@americanrealestate.com Email STATE: Texas COUNTY: Jefferson SUBSCRIBED AND SWORN to before me by the above named Jaime 4i-4e on this the ",J'" '` day of ,20 ZS . - - ota Pul li v°69 TRACY D JEAN Notary ID#1151128-7 N,0F +P MietratwSa 5 FIDAVIT AS PART OF THE BID PROPOSAL Page 11 of 21 References Radian Group Inc.-National Mortgage Insurance&Real Estate Services Contact:Shannan Hoffman Email: shannan.hoffman@radian.com I Phone: 801-456-2167 Services: Provided end-to-end property management and brokerage services for REO portfolios,including valuation, maintenance coordination, marketing,and successful sales execution. Anywhere Leads Network-Central Region Contact: Holly Walczak, Director of Network Success Email: holly.walczak@anywhere.re I Phone: 203-205-8916 Services: Collaborated on nationwide brokerage network initiatives,successfully converting relocation and referral opportunities into closed transactions while ensuring compliance with corporate and client standards. Woodpark HOA-Homeowners Association (Local Reference) Contact: Charlotte Fontenot, President Email: subtvbmt@aol.com Services: Provided HOA management and real estate advisory services,including governance support, compliance reporting,and property management oversight that mirrors municipal-level accountability. CUe nit 2047 AMEREA ACORD,,. CERTIFICATE OF LIABILITY INSURANCE °"""ir°erryrn 01/10/2025 THIS CERTWICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THE CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVWF AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder Is an ADDITIONAL INSURED,the poIrcy(les)must have ADDITIONAL INSURED provtslons or be endorsed. If SUBROGATION IS WANED,subject to the terms and conditions of the policy,certain poSclss may ranters an endorsement A slatement on this certificate does not confer any rights to the certificate holder In Iteu of such endorsemenite). sa00RIER tilira Theresa McNeill. J.S.Edwards&Sherlock 409 832-7736 I ta,N4 402.633-1721 Insurance Agency,t.LP P.O.Box 22237 ACTRESS;theresaeadwardsandshartock com Beaumont TX 77720 Kamm DiSURER Co WORDING COVERAGE MAK st Nsuam mm A:knOuvd Insurance Company 42390 2011 American Reel Estate Company,LLCMM mum B:Tana Waal IneYran0/Campmy 22945 dba American Real Estate-ERA Powered ' c' 6470 Phelan Blvd. °I Beaumont,TX 7770E vtauRsnt E' psURER P: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE UISLRED FLAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING ANY REOLRREMENT,TERM OR COFLOITEW OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO M ICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED DY THE POLICIES DESCRIBED HEREIN IS SUSIECT TO ALL THE TERMS, pMgEXCLUSIONS ArU CONDITIONS OF SUCH PPOOLCIES. LIMITS SHOWN MAY HAVE SEEN REDUCED BYYp PAID pCLL AIMS LTR TYPE ORIWURANCE LELIER 4 WM pQ ysweat p11Lta�rYYY1 C1[ VEM LIMITS N A X COMMERCIAL OBAURALL1ASLnY ( 01/13/2025 01/13/202 eActroccuarnarct s1,000,000 I n."-w.,•E ElOCCUR I atirE�pl waE1L9ES CfiA E°om.w,n! s MED E7P(Any au p.n15I s5,000 PERSONAL 1 ADV JRY t AO GEHLOREEAT!LIMIT APAl1ES PER I GENERAL Aeon-GATE s2,000d000 PcucY Q JEc'r ❑LOC Ipacnucrs.ca moesoa 12,000,000 OTHER a A AUTOMOBILELAIETT b1/13i2025 01/13/202E pI".. T 'Included w/GL ANYWyY�A®1T0 WIRY URY(Pr Nab) I XNRf�0p90NLY r AL1r08 BOOTY BLURT CPw AodMne MITTS ONLY X*am cm A : $ A J.,urasea IAum X oceuR 01/13/2025 01113/202S c*Moceutanc. 111.000.000 °CUS LAe Cull Mg+"" . AGGREGATE 11.000,000 , °En I XI 15IVITIGHs10000 s W011KNAa CdlPflaA710/1 B Ale) aYERBWyy{ARY YIN 01/Ot/2025 Ot/01/2020 X_f a I ! �M Iy•1 E%0.Uu N I A E.L.EACN ACODEM 31,000,000 Risadalay MM SL.=EASE.EA EYPLm•EE.:1,000,000 g TNuuCIPERATICHS NON, EL.pause.POLICY war 11,000,000 OE CSFPSN OP oFERARONer LOCA/10Ns,MECUM(ACOAD BM,Addtpa al Elenserlia BWeu1A Amyx he.Imdwd lams.paw`neWap Name Continues:and their subsidiaries,successors,end assigns. The General Liability includes a blanket automatic additional insured endorsement that provides additional insured statue only when there Is a wrkten contract (See Attached Descriptions} CERTIFICATE HOLDER CANCELLATION Anywhere Leads Inc. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES SE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NONE WILL BE DELIVERED IN 175 Park Avenue ACCORDANCE IWTH THE POLICY PROV ONE Madison,NJ 07940 AUTSRQBO RBREOSNTATN$ I AC D CORPORATION.AP rights reserved. ACORD 25(2016/03) 1 of 2 The ACORD name and logo are registered mugs of ACORD OS159542/M159539 THM Form Request for Taxpayer Give form to the (Rev.March 2024) Identification Number and Certification requester.Do not Department of the Treasury Go to www.lrs.gov/FormW9 for instructions and the latest information. send to the IRS. Internal Revenue Service Before you begin.For guidance related to the purpose of Form W-9,see Purpose of Form,below. 1 Name of entity/individual.An entry is required.(For a sole proprietor or disregarded entity,enter the owner's name on line 1,and enter the business/disregarded entity's name on line 2,) Jaime Hensley 2 Business name/disregarded entity name,if different from above. 2011 American Real Estate LLC dba American Real Estate ERA Powered m3a Check the appropriate box for federal tax classification of the entity/Individual whose name Is entered on line 1.Check 4 Exemptions(codes apply only to ar only one of the following seven boxes, certain entities,not individuals; c ❑✓ Individual/sole proprietor 0 C corporation ❑ S corporation ❑ Partnership ❑ Trust/estate see Instructions on page 3): 0 ❑ LLC.Enter the tax classification(C=C corporation,S=S corporation,P=Partnership) , . , , Exempt payee code(If any) Note:Check the"LLC"box above and,in the entry space,enter the appropriate code(C,S,or P)for the tax classification of the LLC,unless it is a disregarded entity.A disregarded entity should Instead check the appropriate Exemption from Foreign Account Tax L. L.. box for the tax classification of its owner. Compliance Act(FATCA)reporting ❑ Other(see instructions) code(if any) a. u 3b if on Ilne 3a you checked"Partnership"or"Trust/estate,"or checked"LLC"and entered"P"as Its tax classification, d and you are providing this form to a partnership,trust,or estate in which you have an ownership Interest,check (Applies to accounts maintained y this box If you have any foreign partners,owners,or beneficiaries,See instructions ❑ outside the United States.) a 5 Address(number,street,and apt.or suite no.).See instructions. Requester's name and address(optional) 6622 Phelan Blvd 6 City,state,and ZIP code Beaumont Texas 77706 7 List account number(s)here(optional) Taxpayer Identification Number(TIN) Enter your TIN in the appropriate box.The TIN provided must match the name given on line 1 to avoid social security number backup withholding.For individuals,this is generally your social security number(SSW),However,for a resident alien,sole proprietor,or disregarded entity,see the instructions for Part I,later,For other — — entities,it is your employer Identification number(EIN).If you do not have a number,see How to get a or TIN,later, Employer identification number '. .; Note:if the account is in more than one name,see the instructions for line 1.See also What Name and I 1 1 j I I I i r , Number To Give the Requester for guidelines on whose number to enter, 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, 1',;: 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 for Part II,later, SigSignature of / - Here am'r ti / l `_ U.S,person frame, Date (f (/3 `tf 1 General Instructions New line 3b has been added to this form,A flow-through entity is required to complete this Tine to indicate that it has direct or indirect Section references are to the Internal Revenue Code unless otherwise foreign partners,owners,or beneficiaries when it provides the Form W-9 noted. to another flow-through entity in which It has an ownership interest,This Future developments.For the latest Information about developments change Is intended to provide a flow-through entity with Information related to Form W-9 and its instructions,such as legislation enacted regarding the status of Its indirect foreign partners,owners,or after they were published,go to www.lrs.gov/FormW9. beneficiaries,so that It can satisfy any applicable reporting requirements.For example,a partnership that has any indirect foreign What's New partners may be required to complete Schedules K-2 and K-3.See the Partnership Instructions for Schedules K-2 and K-3(Form 1065), Line 3a has been modified to clarify how a disregarded entity completes this line.An LLC that is a disregarded entity should check the Purpose of Form appropriate box for the tax classification of its owner.Otherwise,it should check the"LLC"box and enter Its appropriate tax classification. An individual or entity(Form W-9 requester)who is required to file an information return with the IRS is giving you this form because they Cat.No.10231X Form W-9(Rev.3-2024) 'If PR No. 24573 10/07/25 ht Exhibit "D" (Dee Richard Real Estate) DEE RICHARD REAL ESTATE 2630 Laurel St. Beaumont,Tx 77702 409-839-4580 Residential,Commercial, &Industrial Real Estate Services www.DeeltichardRealEstate.com Proudly Serving Since 1980 STATEMENT OF QUALIFICATIONS for RFQ for Real Estate Brokerage Services for the City of Port Arthur, Tx P25-076 City of Port Arthur City Secretary 444 4th St.,4rh Floor Port Arthur, Tx 77640 Submitted August 276 2025 LETTER OF INTEREST RFQ—Real Estate Brokerage Services Deadline:August 27,2025 The undersigned firm submits the following information(this RFQ submittal)in response to the Request for Qualifications(as amended by any Addenda), issued by the City of Port Arthur,TX (City)for Civil Engineers for the City of Port Arthur Enclosed,and by this reference incorporated herein and made a part of this RFP,are the following: ❖ COMPLETED RFQ LETTER OF INTEREST FORM • NON-COLLUSION AFFIDAVIT(MUST BE NOTARIZED) • AFFIDAVIT(MUST BE NOTARIZED) • CONFLICT OF INTEREST ❖ HOUSE BILL 89 VERIFICATION • SB 252CHAPTER 2252 CERTIFICATION Firm understands that the City is not bound to select any firm for the final pre-qualified list and may reject any responses submitted. Firm also understands that all costs and expenses incurred by it in preparing this RFQ and participating in this process will be borne solely by the firm,and that the required materials to be submitted will become the property of the City and will not be returned. Firm agrees that the City will not be responsible for any errors, omissions, inaccuracies, or incomplete statements in this RFQ. Firm accepts all terms of the RFQ submittal process by signing this letter of interest and making the RFQ submittal. This RFQ shall be governed by and construed in all respects according to the laws of the State of Texas. C.-a.rot TR&IJ ES-0- 2 1,2e Firm Name /, Date il �dAYLQJ " c�II JJnn a_ I r L 6 t i--t41 cLc DKer J line(' Authorized Signature Title DP pee '' \I goo,- 839-Li 5&Y) Name(please print) Telephone a Lo 0 Lau re( St. 'etompAI fik -rt"►�oa Address City/State/Zip U 1De s f�,id ce reA pa (pig-) Email Page 9 of 21 Firm's Overview & Qualifications DEE RICHARD REAL ESTATE LLC began operating in 1980 with Mrs. Delores Richard as owner/broker. It has been iniI continuous operation since that time. DEE RICHARD REAL ESTATE LLC has served the entire Southeast Texas community and surrounding areas with courteous,professional, and competent real estate expertise since inception. Our areas of expertise are in Residential, Commercial, and Industrial Real Estate Transactions. To date, DEE RICHARD REAL ESTATE has closed over 2,620 real estate transactions. Dee Richard Real Estate began working with governmental entities, namely The City of Beaumont Housing Authority,thirty (30)years ago,with the City's Innovative Housing Program. Since that time the firm has worked for Beaumont Independent School District with its 1996 Bond program for expansion of Crockett Middle School (now known as Dr. Martin Luther King Middle School),Fletcher Elementary, and Ogden Elementary. The Firm has successfully closed over eighty-five(85) transactions for The Beaumont Independent School District throughout the years. Since 1984 the firm has performed 200+Real Estate Transactions for the City of Beaumont Housing Authority. In 2015 Dee Richard Real Estate worked with Southeast Texas Regional Planning Commission's Homeowner Opportunity Program (HOP), sponsored by The Texas General Land Office. In 2019 the firm represented Beaumont ISD with the sale of multiple parcels of real estate both residential and commercial. In 2024 the firm represented Jefferson County during the buyout of over twelve(12)properties that were impacted by flooding during Hurricane Harvey. Statement of Qualifications RFC(P25-076 City of Port Arthur,Tx Dee Richard Real Estate LLC ill 111 F'irm's Experience with other Governmental Entities a. The City of Beaumont Housing Authority, 1994-1996 Acquisition Coordinator for the purchase of 200 residential properties. b. Beaumont ISD, 2008-2010 Acquisition of 11+ lots in the area surrounding Charlton Pollard Elementary School and a lot adjacent to Austin Middle School(now Pathways) c. The City of Beaumont, 2015 Down Payment Assistance Program. Assisted eligible buyers in finding their primary residences. d. Southeast Texas Regional Planning Commission/ Texas General Land Office, 2015 Provided brokerage services to assist eligible applicants to find homes to replace their homes that were damaged by past hurricanes. e. Beaumont ISD, 2019 Disposition of Residential and Commercial Real Estate f. Jefferson County, 2024 Jefferson County Buyout Program. Represented Jefferson County during the purchase of properties that were impacted from flooding during Hurricane Harvey. Statement of Qualifications RFQ P25-076 City of Port Arthur,Tx 1111 Dee Richard Real Estate LLC Proposed Marketing Strategies a. Create a marketing a-flyer for each Listing: Will be distributed online and to the prospective target market. Flyers will contain details specific to each property. b. Upload to local multiple listing service(MLS): Listing on the local MLS with images from a professional photographer along with specific details about the property. o. Feature listings on our Brokerage website: Properties will be displayed on the firm's website. www.DeeRichardRealEstate.com d. Signage: A sign will be placed on the property to advertise that property is For Sale. e. Syndicate to major listing platforms: Listings to be syndicated to other sites like Zillow, Realtor.com, &/or Loopnet for broader reach . 1111 Statement of Qualifications RFQ P25-076 City of Port Arthur,Tx Dee Richard Real Estate LLC Fee Structure Sales: a. $2,500 Flat Fee commission for any property sold under$50,000 b. Five Percent(5%) commission on any property sold between $50,000 - $100,000. c. Four Percent(4%) commission on any property sold above $100,000 Leases: a. The greater of$1,500 Flat Fee or 100% of 1st full month's Rent. Service rates for non-commission activities: a. $350- per CMA(Comparative Market Analysis). b. $100 per hour for Advisory Services. c. No Fees to attend any requested meetings. Statement of Qualifications RFQ P25-076 City of Port Arthur,Tx Dee Richard Real Estate LLC Mil References of Previous Clients a. The City of Beaumont Jes Price, Community Service Manager Jes.price@beaumonttexas.gov b. Southeast Texas Regional Planning Commission Sharma Burke,Executive Director Sburke@setrpc.org c. Legacy CDC Vivian Ballou,Executive Director Vivian(i?a,legacycdc.org d Jefferson County Debra Clark, Purchasing Agent Deb.clark@jeffersoncountytx.gov Statement of Qualifications RFQ P25-076 City of Port Arthur,Tx Dee Richard Real Estate LLC 4 Team Member's Experience & Background Broker/Owner,Delores "Dee"Chevis Beaumont,Texas (October 1980-Present). •Senior leader and point of contact for the firm: •Responsible for all Risk/Liability Assessments. •Responsible for ensuring all terms and conditions of agreements are Met. •Responsible for approving all final contract documents. • Plan and implement company strategy and operations •Assist in making win-win settlements between different parties by acting as an intermediary between buyers and sellers. •Gather information on vacant properties through various methods of market research. •Worked with the City of Beaumont Housing Authority. •Worked with the Beaumont Independent School District. •Founding member of the South Park Neighborhood Association in 1985 •Served on City of Beaumont Planning and Zoning Commission from 1985-1994(approx.). •President of Golden Triangle Real Estate Association from 1995 to 1998. •Serve on the Board of the Hotel&Occupancy Tax Commission as an Advisor to the County Commissioner from 2001 to Present • Assist in distributing tourism grants to promote tourism in Jefferson County and surrounding areas. Statement of Qualifications RFQ P25-076 City of Port Arthur,Tx Dee Richard Real Estate LLC Team Member's Experience ct, Background Realtor, Charles Austin Chevis Beaumont,Texas (2007-Present). •Handles all Commercial and Industrial Real Estate transactions. •Background in Commercial Construction Management. •Assist in establishing successful structure in a growing company. •Property&Facilities Management. •Seller's Representative Agent. •Short Sale specialist. •Compile reports and records of current Market trends and activity for the agents of the firm. •Develop creative and innovative marketing and advertising promotions. •Mentor younger/newer agents of the firm. •Assist agents and broker with sales procedures. •Responsible for planning weekly firm coordination meetings and assist in writing policies and procedures. *Many years of successful negotiating experience. •Worked with Jefferson County. •Worked with the City of Beaumont Housing Authority. •Worked with the Beaumont Independent School District. •Worked with Southeast Texas Regional Planning&Texas General Land Office. Statement of Qualifications RFQ P25-076 City of Port Arthur,Tx Dee Richard Real Estate LLC • DEE RICHARD REAL ESTATE 409 839-4580 2630 Laurel St Beaumont, Tx 77702 0: 409-839-4580/F: 409-839-4395 www.DeeRichardRealEstate.corn Company Information Name of Firm: Dee Richard Real Estate LLC 2630 Laurel St Beaumont,Tx 77702 Firm's Contact Office: 409-839-4580 Information: www.deerichardrealestate.com Limited Liability Corporation Form of Business: (LLC) Year Established: 1980: In business for 43+ years RFQ P25-076 for City of Port Arthur,Tx Dee Richard Real Estate LLC Local, Minority, & Woman Owner Status: Owned Business Firm's Delores "Dee" Chevis Broker/Owner *01 Delores "Dee" Chevis- Broker Ce11-409-331-4544 Deloresrichard2l @yahoo.com Charles Austin Chevis- Realtor Point of contact 409-828-0551 Information: CharIchev@yahoo.com yahoo.com No. of Realtors participating in Pro_ram: Two(2) RFQ P25-076 for City of Port Arthur,Tx Dee Richard Real Estate LLC Texas Real Estate Commission P.O.Box 12188 ., Austin,TX 78711-2188 512-936-3000 TEXAS REAL ESTATE COMMISSION CERTIFICATE OF LICENSE HISTORY An automated search of the Texas Real Estate Commission's database reveals the following licensing information current as of 08/26/2025.Please note:Texas does not license by mere reciprocity. Name:RICHARD,DELORES MARIE License Type: Broker License Number:236504 License Status:Active Original License Date:05/13/1988 License Upgraded:05/13/1988 License Expiration Date:05/31/2026 DISCIPLINARY ACTIONS An automated search of the Texas Real Estate Commission's database for the past ten (10)years reveals the following disciplinary action record(s)as of 08/26/2025.Any disciplinary actions listed below are final as of the disposition date. If this section is blank,there were no disciplinary records located. REAL ESTATE EDUCATION HISTORY Course Course Course Name Subject Provider Name Hours Date Number 04/28/24 44547 !Broker !Broker 123CE Inc i 6 !Responsibility Responsibility !Course(2023-2024) 04/25/24 47600 Legal Update I Legal Update I 123CE Inc 4 !(2024-2025) 01/05/24 1 47601 !Legal Update II Legal Update II 123CE Inc 4 1(2024-2025) 11/08/23 ! 44251 !Forms:One to Four 'Contracts 123CE Inc 3 !and More 11/05/23 44369 Real Estate:Your IRE CE Elective 123CE Inc 1 :Credit Report and 'Score Texas Real Estate Commission P.O.Box 12188 TREC Austin,TX 78711-2188 512-936-3000 TEXAS REAL ESTATE COMMISSION Course Course Course Name Subject Provider Name Hours Date Number j 01/10/22 39962 Broker (Broker 123CE Inc 6 Responsibility Responsibility Course(2021-2022) 12/13/21 39560 Code of Ethics: RE CE Elective The CE Shop LLC 3 Good for Your j { Clients and Your i ! Business 12/12/21 37797 Legal Update II Legal Update II 123CE Inc 4 (2020-2021) 12/11/21 37796 Legal Update I Legal Update I 123CE Inc 4 (2020-2021) 11/08/21 41052 Contracts:The One Contracts 123CE Inc 3 to Four Family and { Other Forms 07/18/21 41006 Credit:Your Score RE CE Elective 123CE Inc 1 and Report 06/21/21 41193 Multiple Offer RE CE Elective Capital Title of 1 ! Negotiations Texas,LLC 04/07/20 f 35367 Broker Broker 123CE Inc 6 Responsibility Responsibility Course(2018-2020) 03/30/20 37797 Legal Update II Legal Update II 123CE Inc 4 (2020-2021) 02/11/20 37796 Legal Update I Legal Update I 123CE Inc 4 (2020-2021) 02/11/20 37224 Residential Contracts 123CE Inc 4 Contracts and Addendums _ 04/06/18 33198 Legal Update II Legal Update II 123CE Inc 4 (2018-2019) 04/05/18 33934 TREC Contracts RE CE Elective 123CE Inc 4 101 11/24/17 29622 Legal Update I Legal Update I 123CE Inc 4 i 2/0 Texas Real Estate Commission P.O.Box 12188 TI: EcAustin,TX 78711-2188 512-936-3000 TEXAS REAL ESTATE COMMISSION Course Course Course Name Subject Provider Name Hours Date Number 03/24/17 31450 Broker Broker (Texas REALTORS 6 Responsibility Responsibility Course 04/28/16 29639 !Real Estate Agent RE CE Elective Lloyd Hampton Real 5 (Safety Estate Education 102/15/16 , 28306 Successfully Selling RE CE Elective B&K REALTY LLC 4 HUD Homes 02/04/16 26604 How to Become a RE CE Elective AbsoluteCE 6 Great Negotiator 03/25/15 27765 Broker Broker Texas REALTORS 6 } Responsibility Responsibility Course 03/24/15 26393 (TREC Ethics MCE Legal Update II Texas REALTORS 3 03/24/15 ! 26392 ITREC Legal Update Legal Update I Texas REALTORS 3 MCE (03/25/14 26448 ITREC Legal Update Legal Update I 'Texas State 3 ;MCE University i 03/13/14 26447 TREC Ethics MCE Legal Update II Texas State 3 !University 11/14/13 25838 ADVANCED RE CE Elective 'Texas REALTORS i 2 REALTORS PROPERTY RESOURCE 11/14/13 25477 REALTORS RE CE Elective Texas REALTORS 1 PROPERTY RESOURCE I 11/29/12 24214 BROKER 'Broker Texas REALTORS 6 RESPONSIBILITY 'Responsibility COURSE 06/11/12 22933 CREATING& RE CE Elective !Marcie Roggow 6 IMPLEMENTING A BROKERAGE POLICY& PROCEDURES !MANUAL I 3/8 Texas Real Estate Commission P.O.Box 12188 TREC Austin,TX 78711-2188 512-936-3000 TEXAS REAL ESTATE COMMISSION Course Course Course Name Subject Provider Name Hours Date Number 04/27/12 I 23783 REAL ESTATE RE CE Elective Champions School 9 GAME CHANGERS of Real Estate,LTD 04/26/12 23556 TREC Ethics MCE Legal Update II Champions School 3 of Real Estate, LTD 04/26/12 23555 TREC Legal Update Legal Update I Champions School 3 MCE of Real Estate,LTD 07/29/10 19120 MANUFACTURED RE CE Elective Texas REALTORS 2 HOUSING TODAY 07/29/10 19138 FHA LENDING RE CE Elective Texas REALTORS 4 FOR WORKFORCE HOUSING 07/29/10 19139 HELP FOR IRE CE Elective Texas REALTORS 2 HOMEBUYERS 03/31/10 18657 TREC LEGAL (Legal Update I tGeeWhiz Real 3 UPDATE MCE(L) Estate School 1 l (ONLINE EXAM) 03/30/10 I 18464 CREATING REAL RE CE Elective GeeWhiz Real 9 ESTATE INCOME i Estate School (ONLINE) 03/29/10 I 18658 TREC ETHICS Legal Update II GeeWhiz Real 3 MCE(E) (ONLINE Estate School EXAM) 06/23/09 16383 ZIPFORM ONLINE RE CE Elective Texas REALTORS 2 03/29/08 16497 TREC ETHICS Legal Update II Champions School 3 MCE(E) of Real 03/29/08 15286 GENERATIONAL RE CE Elective Champions School9 SELLING of Real r = 03/29/08 16496 TREC LEGAL Legal Update I Champions School 3 (UPDATE MCE(L) of Real = = 101/15/08 15853 (SHORT SALES RE CE Elective AMERICA'S HOME 3 (SOLUTIONS:A RESCUE 1' MINI-COURSE FOR REAL ESTATE AGENTS I I i l � 4/8 Z.Z.:IirNIIIIN... Texas Real Estate Commission P.O.Box 12188 TRECAustin,TX 512-936-300011 2188 TEXAS REAL ESTATE COMMISSION Course Course Course Name Subject Provider Name Hours Date Number 06/01/06 !. 13837 ITREC LEGAL ;Legal Update I !Texas REALTORS 3 'UPDATE MCE(L) 03/29/06 j 14296 ',TREC Legal Update I 1ST American 3 !MANDATORY Continuing ;LEGAL UPDATE(L) (ON-LINE/EXAM) 06/17/05 ; 14233 !HOW TO LIST& RE CE Elective ;Houston Black Real 4 ;SELL IN LARGE ;Estate Association j !NUMBERS , 06/17/051 14271 BUILDING A iRE CE Elective !Houston 3 (BUSINESS CASE ! Association of FOR THE ETHNIC !REALTORS ;MARKET_ 06/16/05 13837 ;TREC LEGAL Legal Update I :Houston Black Real 3 ;UPDATE MCE(L) !,Estate Association 05/25/05 18700 !STATE BAR Legal Update I ; 2 !COURSE _ 05/25/05 18700 ''.STATE BAR ;Legal Update I —1 1 COURSE 04/04/04 12512 REAL ESTATE !RE CE Elective ILAMAR UNIV 3 MCE UPDATE INSTITUTE OF 1(NEW COURSE TECH ;#3482) 04/04/04 12512 REAL ESTATE Legal Update I !LAMAR UNIV 12 MCE UPDATE ;INSTITUTE OF (NEW COURSE TECH #3482) 10/28/03 12748 THE REALTOR Legal Update II Texas REALTORS 3 CODE OF ETHICS: !NEW MEMBER j ' !ORIENTATION !PROGRAM 107/28/03 12917 !WHAT HAPPENS :.RE CE Elective :PRACTICAL 3 !WHEN THE ;RESOURCES !PHONE RINGS? , Texas Real Estate Commission P.O.Box 12188 T Austin,TX 78711-2188 512-936-3000 TEXAS REAL ESTATE COMMISSION Course Course Course Name Subject Provider Name Hours Date Number 06/17/03 12949 FAIR HOUSING- Legal Update I Texas REALTORS 3 SALES 01/25/02 11733 SUCCESSFUL RE CE Elective Champions School 6 BUYER I of Real Estate, LTD REPRESENTATIO i l N IN NEW HOME SALES 09/18/01 11591 'EFFECTIVE Legal Update I Champions School 9 !BUYER of Real Estate, LTD REPRESENTATIO I N i 09/18/01 ; 11591 EFFECTIVE RE CE Elective Champions School 6 BUYER of Real Estate, LTD REPRESENTATIO ' N 10/17/00 18700 STATE BAR Legal Update I 3 COURSE 06/09/00 11246 LAW, FINANCE& Legal Update I ROBINSON REAL 5 ENVIRONMENTAL ESTATE SCHOOL ISSUES 06/09/00 11246 LAW.FINANCE& RE CE Elective 'ROBINSON REAL 3 ENVIRONMENTAL ESTATE SCHOOL ISSUES 06/25/99 11289 NEW PATHS TO Legal Update I ROBINSON REAL 2 HOMEOWNERSHI ESTATE SCHOOL P 06/25/99 11289 NEW PATHS TO RE CE Elective ROBINSON REAL 6 HOMEOWNERSHI ESTATE SCHOOL P 05/06/99 11320 CERTIFIED BUYER Legal Update I THE REAL ESTATE 10 REPRESENTATIVE SCHOOL INC COURSE 05/06/99 11320 CERTIFIED BUYER RE CE Elective THE REAL ESTATE 5 REPRESENTATIVE 'SCHOOL INC COURSE 6/6 Texas Real Estate Commission P.O.Box 12188 TREC Austin,TX 78711-2188 512-936-3000 TEXAS REAL ESTATE COMMISSION Course Course Course Name Subject Provider Name Hours Date Number 04/05/98 10747 'R.E.MCE UPDATE Legal Update I LAMAR UNIV 12 INSTITUTE OF TECH 04/05/98 10747 IR.E. MCE UPDATE RE CE Elective LAMAR UNIV 3 INSTITUTE OF TECH j 01/27/98 18700 STATE BAR Legal Update I 3 COURSE 04/21/96 10407 REAL ESTATE Legal Update I LAMAR UNIV 12 MCE UPDATE INSTITUTE OF TECH 04/21/96 10407 REAL ESTATE RE CE Elective LAMAR UNIV 3 MCE UPDATE NSTITUTE OF 1 T TECH 04/17/94 1 10163 KEEPING RE CE Elective LAMAR UNIV 6 CURRENT WITH j INSTITUTE OF TEXAS REAL TECH ESTATE 04/17/94 10163 KEEPING ;Legal Update I ILAMAR UNIV 9 CURRENT WITH INSTITUTE OF TEXAS REAL TECH 'ESTATE 03/18/92 10054 MCE-KEEPING Legal Update I EAST TEXAS 3 CURRENT WITH BAPTIST TEXAS REAL UNIVERSITY ESTATE 03/18/92 10054 MCE-KEEPING RE CE Elective EAST TEXAS 9 CURRENT WITH BAPTIST TEXAS REAL UNIVERSITY ESTATE 03/18/92 10054 MCE-KEEPING Legal Update II EAST TEXAS 3 CURRENT WITH BAPTIST TEXAS REAL UNIVERSITY ESTATE Additional information about this license holder may be viewed at the agency's website 7/8 Texas Real Estate Commission P.O.Box 12188 Austin,TX 78711-2188 512-936-3000 TEXAS REAL ESTATE COMMtSS1O"7 (www,trec.texas.gov)using the License Holder Search found on the home page.The original license date does not necessarily reflect continuous licensure.Copies of any final orders resulting from disciplinary action taken against the license holder may also be found using the Check for Disciplinary Actions link displayed under the"Related Information"on the sidebar of the License Holder Search results. END OF RECORD-------- 8/8 _. r Texas Real Estate Commission P.O.Box 12188 f Austin,TX 78711-2188 ' '` 512-936-3000 TEXAS SEAL ESTATE COMMISSION CERTIFICATE OF LICENSE HISTORY An automated search of the Texas Real Estate Commission's database reveals the following licensing information current as of 08/26/2025.Please note:Texas does not license by mere reciprocity. Name:CHEVIS,CHARLES AUSTIN License Type:Sales Agent License Number:565626 License Status:Active Original License Date: 12/22/2006 Exam Date: 12/20/2006 License Expiration Date:08/31/2025 DISCIPLINARY ACTIONS An automated search of the Texas Real Estate Commission's database for the past ten (10)years reveals the following disciplinary action record(s)as of 08/26/2025.Any disciplinary actions listed below are final as of the disposition date.If this section is blank,there were no disciplinary records located. REAL ESTATE EDUCATION HISTORY Course Course Course Name Subject Provider Name Hours Date Number 08/26/25 47601 ;Legal Update II Legal Update II 1Champions School 4 1(2024-2025) ;of Real Estate, LTD 08/26/25 ! 50097 ;Essential Topics: Contracts Champions School 3 3-Hour Contract iof Real Estate,LTD !Review 08/26/25 47600 Legal Update I Legal Update I :Champions School 4 1(2024-2025) of Real Estate, LTD 08/26/25 ! 50849 !Technology in Real !RE CE Elective ;Champions School 1 Estate !of Real Estate,LTD 08/25/25 i 50498 ,Broker Broker Champions School 6 'Responsibility .Responsibility of Real Estate,LTD ;Course(2025-2026) I ' 1/3 _� Texas Real Estate Commission r f Y f `tip P.O.Box 12188 : Austin,TX 78711-2188 • �ems 512-936-3000 TEXAS REAL ESTATE COnNlS51O:4 Course Course Course Name Subject Provider Name Hours Date Number 08/24/23 44461 Essential Topics: Contracts Champions School 3 3-Hour Contract of Real Estate, LTD Review 08/24/23 42040 Legal Update II Legal Update II Champions School 4 1(2022-2023) _ of Real Estate, LTD 108/24/23 44939 Selected Topics in RE CE Elective Champions School 7 Commercial Real of Real Estate, LTD Estate 08/23/23 42039 Legal Update I Legal Update I Champions School 4 (2022-2023) of Real Estate,LTD 08/25/21 37796 Legal Update I Legal Update I Champions School 4 /(2020-2021) of Real Estate,LTD 08/25/21 40465 Selected Topics in RE CE Elective Champions School 7 Commercial Real of Real Estate,LTD Estate 08/25/21 ! 37797 Legal Update II Legal Update II 'Champions School 4 (2020-2021) of Real Estate,LTD 08/24/21 40031 Essential Topics: Contracts Champions School 3 3-Hour Contract of Real Estate, LTD Review i I 08/21/19 33198 Legal Update II Legal Update II Champions School 4 (2018-2019) of Real Estate,LTD 08/20/19 33197 Legal Update I Legal Update I Champions School 4 (2018-2019) of Real Estate,LTD 08/20/19 36029 Texas Common RE CE Elective Champions School 4 Legal Issues in Real of Real Estate,LTD 'Estate 08/19/19 33606 Success Strategies RE CE Elective Champions School 4 of Real Estate,LTD 08/19/19 33929 'Selling to Different RE CE Elective Champions School 2 Generations _ of Real Estate,LTD 08/21/17 31450 Broker Broker Champions School 6 Responsibility Responsibility of Real Estate, LTD Course 2!5 • iF 1�r Z.40°°°*?4441;i?N..41SPa. Texas Real Estate Commission P.O.Box 12188 TREC Austin,TX 78711-2188 512-936-3000 TEXAS REAL ESTATE COMMISSION Course Course Course Name Subject Provider Name Hours Date Number 08l21/17 29623 Legal Update II 'Legal Update II Lone Star College 4 Tomball 08/19/17 29972 'Technology Update IRE CE Elective Lone Star College 2 Tomball 108/19/17 29622 Legal Update I Legal Update I Lone Star College 4 Tomball 08/19/17 29973 The New Truth-in- RE CE Elective Lone Star College 2 Lending Closing Tomball Requirements 04/28/16 129639 IReal Estate Agent RE CE Elective Lloyd Hampton Real; 5 Safety Estate Education 10/01/15 27767 Broker Broker Lone Star College 6 Responsibility Responsibility Tomball ;Course 110/01/15 26447 TREC Ethics MCE Legal Update II Lone Star College 3 Tomball 10/01/15 28874 Texas Real Estate RE CE Elective Lone Star College 3 ''Contracts Tomball 10/01/15 26448 TREC Legal Update Legal Update I Lone Star College 3 MCE ,Tomball 08/27/13 23558 TREC Legal Update;Legal Update I Lone Star college 3 MCE Tomball 08/27/13 23559 TREC Ethics MCE Legal Update II Lone Star College i 3 Tomball 08/27/13 24245 PROSPERING RE CE Elective Lone Star College 9 WITH TRENDS Tomball AND STRATEGIES 03/21/11 17475 HOME RE CE Elective 360training.com 3 INSPECTION (ONLINE) 03/20/11 18657 TREC LEGAL Legal Update I 360training.com 3 UPDATE MCE(L) (ONLINE EXAM) ( I 3/5r i ' Pi•'- L. 2., li f t,.. V.41 ./NN Texas Real Estate Commission P.O.Box 12188 TREC Austin,TX 78711-2188 512-936-3000 TEXAS REAL ESTATE COMMISSION Course Course Course Name Subject Provider Name Hours Date Number _ !03/17/11 ( 18658 ITREC ETHICS 'Legal Update II '360training.com 3 !MCE(E)(ONLINE !EXAM) 02/17/11 17477 !LIENS,TAXES RE CE Elective 1360training.com 3 AND ,FORECLOSURES (ONLINE) 01/16/11 17471 1DEEDS(ONLINE) RE CE Elective 360training.com 3 i 07/26/09 j 16932 !PROSPERING RE CE Elective Lone Star College 9 (WITH TRENDS Tomball AND STRATEGIES 04/30/09 16497 TREC ETHICS Legal Update II Real Estate 3 MCE(E) Education Services 04/30/09 16496 TREC LEGAL Legal Update I !Real Estate 3 UPDATE MCE(L) !Education Services 04/12/07 711 REAL ESTATE Qualifying RE TALL OUT OF 60 BROKERAGE I Topics STATE SCHOOLS 11/17/06 511 REAL ESTATE Qualifying RE The University of 30 MARKETING I Topics [Texas at Arlington 08/30/06 1200 LAW OF Qualifying RE The University of 30 CONTRACTS Topics Texas at Arlington 08/02/06 1111 LAW OF AGENCY !Qualifying RE The University of 30 [Topics Texas at Arlington 05/17/06 111 PRINCIPLES OF Qualifying RE ALL OUT OF 75 (REAL ESTATE I Topics 'STATE SCHOOLS 03/04/04 6100 :ALL RELATED Qualifying RE !SCHOOLS FROM I 60 !(EXCEPT R.E.) Topics !WHICH RELATED (CREDIT IS 'ACCEPTED Additional information about this license holder may be viewed at the agency's website (www.trec.texas.gov)using the License Holder Search found on the home page.The original license date does not necessarily reflect continuous licensure.Copies of any final orders resulting from disciplinary action taken against the license holder may also be found using the Check for Disciplinary Actions link displayed under the"Related Information"on the sidebar of the License Holder Search results. 415 Texas Real Estate Commission ✓ A P.O.Box 1218E Austin,TX 78711-2188 512-936-3000 TEXAS?EAL ESTATE COMMISSION END OF RECORD 5/5 PEARL' A A INSURANCE A DIVISION OF ONEBO Regulatory Office Dept:Regulatory 505 Eagleview Blvd.,Suite 100 Exton,PA 19341-1120 Telephone:800-688-1840 Insurance Company Providing Coverage: Greenwich Insurance Company REAL ESTATE PROFESSIONALS ERRORS AND OMISSIONS DECLARATIONS THIS IS A CLAIMS MADE INSURANCE POLICY. PLEASE READ IT CAREFULLY. PRODUCER: Pearl Insurance Group POLICY NUMBER: PRODUCER#: 08938 RENEWAL OF: THIS IS A CLAIMS MADE POLICY. THE POLICY APPLIES ONLY TO THOSE CLAIMS THAT ARE FIRST MADE AGAINST THE INSURED DURING THE POLICY PERIOD.THE CLAIM MUST BE REPORTED IN WRITING TO THE COMPANY DURING THE POLICY PERIOD OR WITHIN 60 DAYS AFTER THE END OF THE POLICY PERIOD.CLAIM EXPENSES ARE GENERALLY IN ADDITION TO AND WILL NOT REDUCE THE LIMIT OF LIABILITY. HOWEVER, CERTAIN COVERAGE EXTENSIONS HAVE LIMITS OF INSURANCE THAT INCLUDE AND WILL BE REDUCED BY CLAIMS EXPENSES.PLEASE REVIEW THIS POLICY CAREFULLY. Item 1. NAMED INSURED: Dee Richard Real Estate,LLC NOTICE This policy is issued by your purchasing group Item Z. ADDRESS:' through a licensed insurer. Your insurer may not be subject 2630 Laurel St to atl the insurance laws and regulation of your state. State Beaumont,TX 77702-2205 insurance insolvency guaranty funds may not be available for your purchasing group andfor your licensed insurer. Item 3. POLICY PERIOD: FROM: 06/12/2025 TO: 06/12/2026 12:01 A.M.Standard Time at the address of the Named Insured as stated herein. Item 4. LIMITS OF LIABILITY: A. Limits of Liability $ 1,000,000 Each Claim $ 1,000,000 Policy Aggregate B. Fair Housing Discrimination Limit of Liability $ 250,000 Aggregate C. Fungi and Bacteria Limit of Liability $ 250,000 Aggregate D. Open House Limit of Liability S 1.000,00o Aggregate Item 5. DEDUCTIBLE: $ 2,500 Each Claim Item 6. PREMIUM: $ 678 Item 7. RETROACTIVE DATE: 4/28/2004 Item 8. NOTICES TO BE SENT TO: Report A Claim Report A Claim AXA XL—Commercial E&0 Claims Pearl Insurance 100 Constitution Plaza,8th Floor 1200 East Glen Avenue Hartford,CT 06103 Peoria Heights,IL 61616 877-791-3777[Phone] 1-800-447-4982 860-548-9668[Fax] Item 9. FORMS AND ENDORSEMENTS ATTACHED AT POLICY EFFECTIVE DATE: JPP-PF(08/18)Real Estate Errors&Omissions Policy Form JPP 148(08/18)Sellers Shield Deductible Forgiveness JPP-TX1 (06/05)Texas Changes JPP 147(06/16)Consumer Financial Protection Bureau Defense Endorsement JPP149 0820 Home Warranty Program Deductible Reduction Endorsement JPP 150 1221 ERISA,Securities,Consumer Protection and Similar Act or Law Exclusion JPP 101 (06/05) Additional Named Insured Endorsement JPP-PIG PD 1119 ©2019 X.L.America,Inc. All Rights Reserved. Page 1 of 2 May not be copied without permission. is 011 JPP145 0215 Lock Box And Open House is 0110 htf.A0 4 DATE: 05/28/2025 Authorized Representative Gary P.Pearl•CEO is SO is is is is is is is is is is is is is is is 4 ime is i U, is U, PS U, 1110 Pio JPP-PIG PD 1119 ©2019 X.L.America,Inc. All Rights Reserved. Page 2 of 2 May not be copied without permission. is i'i IN WITNESS GREENWICH INSURANCE COMPANY REGULATORY OFFICE 505 EAGLEVIEW BOULEVARD,SUITE 100 DEPARTMENT: REGULATORY EXTON,PA 19341-1120 PHONE: 800-688-1840 It is hereby agreed and understood that the following In Witness Clause supercedes any and all other In Witness clauses in this policy. All other provisions remain unchanged. IN WITNESS WHEREOF,the Company has caused this policy to be executed and attested,and,if required by state law,this policy shall not be valid unless countersigned by a duly authorized representative of the Company. TIPA r � J Lucy Pilko Toni Ann Perkins President Secretary IL MP 9104 0124 GIC 02024 X.L.America,Inc. All rights reserved. May not be copied without permission. NON-COLLUSION AFFIDAVIT CITY OF PORT ARTHUR § § STATE OF TEXAS § By the signature below, the signatory for the bidder certifies that neither he nor the firm, corporation, partnership or institution represented by the signatory or anyone acting for the firm bidding this project has violated the antitrust laws of this State, codified at Section 15.01, et seg., Texas Business and Commerce Code, or the Federal antitrust laws, nor communicated directly or indirectly the bid made to any competitor or any other person engaged in the same line of business,nor has the signatory or anyone acting for the firm,corporation or institution submitting a bid committed any other act of collusion related to the development and submission of this bid proposal. Signature: 1 I Printed Name: DeAD(2S ik De_e," C-htV is Title: ery 0 oxiee— Company: Dee. RI(Ana ret fC,,4 es-ta-Fe LL C Date: T� 10-Of; ,: SUBSCRIBED and sworn to before me the undersigned authority by r e,vic the er of, e`Q� on behalf of said bidder. C Notary Public in and for the I ;,4a:•. Colleen BroussardState of Texas d '-`_NOTARY PUBLIC,STATE OF TEXAS a' coSf.EXPIRES 0211912021 - ds ' ROTARY!o S 13169820•9 My commission expires: 9.2//9.2L/?7 Page 10 of 21 AFFIDAVIT All pages in Offeror's Responses containing statements,letters,etc.,shall be signed by a duly authorized officer of the company whose signature is binding. The undersigned offers and agrees to one of the following: i/ I hereby certify that I do not have outstanding debts with the City of Port Arthur. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to pay said debts prior to execution of this agreement. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to enter into an agreement for the payment of said debts. I further agree to pay succeeding debts as they become due. Dee_V-,ic:(r,rt_.rc, -e64 esko e LLL �, '�5 Firm Name �� iLe ������ , Date AUK(, , /,„,„_...r_. ,-J 1O r 1 O(,)iie Authorized Signature Title ,V 1DC S '2 c- -ti1cs '1 -83G- USQD Name(please print) Telephone -eIcDreSEiCAACtra + ry tiro,cv', Email STATE: T{ Ca.S COUNTY:3..-F--t"-z(`6G In SUBSCRIBED AND SWORN to before me by the above named 19 JO t&,c v e clei S on this the '" day of T tt l-(3 I` ,24(L-1-42 0c2K55 . ,0''.!P < Colleen Broussard ? �' � �: gpra�rUc,sTrrr Of TEXAS Notary Public .9,*}a COST,EXPIRES 9211912027 %.,!?°oF c�.•c NOTARY 81 fi 13188825.9 RETURN THIS AFFIDAVIT AS PART OF THE BID PROPOSAL Page 11 of 21 CONFLICT OF INTEREST QUESTIONNAIRE FORM CIO For vendor doing business with local governmental entity This questionnaire reflects changes made to the law by H.B.23,84th Leg.,Regular Session. OFFICE USE ONLY This questionnaire is being filed in accordance with Chapter 176,Local Government Code,by a vendor who Date Received has a business relationship as defined by Section 178.001(1-a)with a local governmental entity and the vendor meets requirements under Section 176.006(a). 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 vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1),Local Government Code. A vendor commits an offense if the vendor knowingly violates Section 176.008.Local Government Code.An offense under this section is a misdemeanor, J Name of vendor who has a business relationship with local governmental entity. 2ecx CS-f& € LLC. 111 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 on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) 1.1 Name of local government officer about whom the information is being disclosed. nj4 Na of Officer .J Describe each employment or other business relationship with the local government officer,or a family member of the officer,as described by Section 176.003(a)(2)(A).Also describe any family relationship with the local government officer. Complete subparts A and B for each employment or business relationship described.Attach additional pages to this Form CIO as necessary. A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than investment income,from the vendor? I Yes No B. Is the vendor receiving or likely to receive taxable income,other than investment income,from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity? nYes J Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director,or holds an ownership interest of one percent or more. AIM riCheck this box if the vendor has given the local government officer or afamily member of the officer one or more gifts as described in Section 176.003(a)(2)(B),excluding gifts descnbed in Section 176.003(a-1). pe,p, r 1 f inn Signature of vendor doing business with the governmental entity Date Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/30/2015 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity Acomplete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/ Docs/LG/htm/LG.176.htm.For easy reference,below are some of the sections cited on this form. Local Government Code&176.001(1-at:"Business relationship"means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on: (A)a transaction that is subject to rate or fee regulation by a federal,state,or local governmental entity or an agency of a federal,state,or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public;or (C)a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by,and reporting to,that agency. Local Government Code a 176.003(a)(2)(A)and(B): (a)A local government officer shall file a conflicts disclosure statement with respect to a vendor if: (2)the vendor: (A)has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income,other than investment income,that exceeds$2,500 during the 12-month period preceding the date that the officer becomes aware that (i)a contract between the local governmental entity and vendor has been executed; cr (ii) the local governmental entity is considering entering into a contract with the vendor; (B)has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than$100 in the 12-month period preceding the date the officer becomes aware that: (i) a contract between the local governmental entity and vendor has been executed;or (ii) the local governmental entity is considering entering into a contract with the vendor. Local Government Code&176.006(a)and(a-11 (a)A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and: (1) has an employment or other business relationship with a local government officer of that local governmental entity,ora family member of the officer,described by Section 176.003(a)(2)(A); (2) has given a local government officer of that local governmental entity,or a family member of the officer,one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B),excluding any gift described by Section 176.003(a-1);or (3) has a family relationship with a local govommant officer of that local govornmenfat entity. (a-1)The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day after the later of: (1) the date that the vendor: (A) begins discussions or negotiations to enter into a contract with the local governmental entity;or (B)submits to the local governmental entity an application,response to a request for proposals or bide,correspondence,or another writing related to a potential contract with the local governmental entity;or (2) the date the vendor becomes aware: (A) of an employment or other business relationship with a local government officer,or a family member of the officer,described by Subsection(a); (B)that the vendor has given one or more gifts described by Subsection(a);or (C)of a family relationship with a local government officer. Form provided by Texas Ethics Commission www.ethlcs.state.tx.us Revised 11/30/2015 Page 13 of 21 SB 252 CHAPTER 2252 CERTIFICATION I, „ �'I elLtA`',- ,the undersigned an representative of Dee- .I )-ia/1Oj-o( -R-e As-Fao� LLG (Company or Business Name) being an adult over the age of eighteen(18)years of age,pursuant to Texas Government Code,Chapter 2252, Section 2252.152 and Section 2252.153,certify that the company named above is not listed on the website of the Comptroller of the State of Texas concerning the listing of companies that are identified under Section 806.051, Section 807.051 or Section 2253.153. I further certify that should the above- named company enter into a contract that is on said listing of companies on the website of the Comptroller of the State of Texas which do business with Iran, Sudan or any Foreign Terrorist Organization,I will immediately notify the City of Port Arthur Purchasing Department. Pam[)C)()cc '`fete_' (,he'i e of Company Representative(Print) keetx0 0 haez I' e/77W-.4' Signature of Company Representative Date Page 14 of 21 House Bill 89 Verification I, b Ccs n (Da,. C,hev,U (Person name), the undersigned representative (hereafter referred to as "Representative") of 'Dee Pickarci QrJ esta{e Lct_ (company or business name, hereafter referred to as "Business Entity"), being an adult over the age of eighteen (18) years of age, after being duly sworn by the undersigned notary,do hereby depose and affirm the following: 1. That Representative is authorized to execute this verification on behalf of Business Entity; 2. That Business Entity does not boycott Israel and will not boycott Israel during the term of any contract that will be entered into between Business Entity and the City of Port Arthur;and 3. That Representative understands that the term "boycott Israel" is defined by Texas Government Code Section 2270.001 to mean refusing to deal with,terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory,but does not include an action made for ordinary business purposes. lad SIGNATURE OF REPRESENTATIVE „t�ti SUBSCRIBED AND SWORN TO BEFORE ME,the undersigned authority,on this �lJ day of 11,LGLtS"l , g.C. 4,:y, `,, Colleen Broussard I: 6th2YL "�L GL� ''"1 NOW PRDOC.STATE OF TEAS ?'bN-'F COM.EXPIRES 02/1912027 Notary Public F ' ROTARY ID S 13189925.9 Page 15 of 21 PR No. 24573 10/07/25 ht Exhibit "E" (Advantage Real Estate) t. 409-724-1000 u Email Us f About Us Advantage Real Estate is a locally owned company with agents that know the area well.Working with the right real estate company means having a team of professionals who are committed to helping you buy or sell your home with the highest level of expertise in your local market. So,if you are even considering buying or selling a property,it's crucial that the first step that you take is to retain the services of an experienced real estate professional that can effortlessly guide you through your entire transaction.Otherwise,you put yourself at risk for making costly mistakes when selling your property or paying too much for your new home. Ori xb 3)- a i ADVANTAGE REAL ESTATE 409-724-1000 Contact Us Instant Market Report Enter your address for a market report En About Us Dream Home Finder Free Market Analysis Contact Us ADVANTAGE R F A I. F S TAT F Carona,Advantage Real Estate LLC DBA Advantage Real Estate 908 Port Neches Ave.,Suite A Port Neches,TX 77651 409-724-1000 Email Us Bridge City Office 2 Bland Dr. Bridge City,TX 77611 409-724-1000 Email Us Explore Port Neches,TX Nederland,TX Groves,TX Port Arthur,TX Beaumont,TX Bridge City,TX Lumberton,TX Orange County,TX Fannett,TX Connect f Advantage Real Estate is a locally owned company with agents that know the area well.Serving all of Jefferson,Orange and Hardin Counties. Privacy Policy I DMCA Cr ® l MLS Texas Real Estate Commission Information About Brokerage Services I Texas Real Estate Commission Consumer Protection Notice LETTER OF INTEREST RFQ Real Estate Brokerage Services Deadline:August 27,2025 The undersigned firm submits the following information (this RFQ submittal) in response to the Request for Qualifications (as amended by any Addenda), issued by the City of Port Arthur, TX (City) for Civil Engineers for the City of Port Arthur Enclosed,and by this reference incorporated herein and made a part of this RFP, are the following: •:- COMPLETED RFQ LETTER OF INTEREST FORM • NON-COLLUSION AFFIDAVIT(MUST BE NOTARIZED) • AFFIDAVIT(MUST BE NOTARIZED) • CONFLICT OF INTEREST •: HOUSE BILL 89 VERIFICATION • SB 252CHAPTER 2252 CERTIFICATION Firm understands that the City is not bound to select any firm for the final pre-qualified list and may reject any responses submitted. Firm also understands that all costs and expenses incurred by it in preparing this RFQ and participating in this process will be borne solely by the firm, and that the required materials to be submitted will become the property of the City and will not be returned. Firm agrees that the City will not be responsible for any errors, omissions, inaccuracies, or incomplete statements in this RFQ. Firm accepts all terms of the RFQ submittal process by signing this letter of interest and making the RFQ submittal. This RFQ 'hall be governed by and construed in all respects according to the laws of the State of Texas. 4 r, -_0,,,,,.t. ilec_ si'4,/.., r„, Firm e eee_ve.... ✓ Date grDikeoelZ,4ente./1- Authorised Signature Title C C '1 Ntrai-ct--- tit; �j - C/7 /--/v f 0 Name(please print) Telephone ion' g(1 i 1 L Avi Si:{ , �45 �i 7N$ Address ity/State/Zip JC:41 (-, 03'7 a..-CC d4. / ik_er Email Page 9 of 21 NON-COLLUSION AFFIDAVIT CITY OF PORT ARTHUR ti § STATE OF TEXAS By the signature below, the signatory for the bidder certifies that neither he nor the firm, corporation. partnership or institution represented by the signatory or anyone acting for the firm bidding this project has violated the antitrust laws of this State, codified at Section 15.01, et seq., Texas Business and Commerce Code, or the Federal antitrust laws, nor communicated directly or indirectly the bid made to any competitor or any other person engaged in the same line of business, nor has the signatory or anyone acting for the firm,corporation or institution submitting a bid committed any other act of collusion related to the development and submission of this bid proposal. Signature: Printed Name: r rJ Title: Company: d c .n jaj,, /Zee— Date: SUBSCRIBED and sworn to before me the undersigned authority by the,a / of, t,-Son behalf of said bidder. (S,(1441/0 1 ,.••44 MALLORY JORDAN Notary Publi in nd for the I :Alb) Notary ID#135158442 ;��,, My Commission Expires t State of Texas ? November 5,2028 ` My commission expires: I t 5 - Z g Page 10 of 21 AFFIDAVIT All pages in Offeror's Responses containing statements, letters, etc., shall be signed by a duly authorized officer of the company whose signature is binding. The undersigned offers and agrees to one of the following: I hereby certify that I do not have outstanding debts with the City of Port Arthur. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to pay said debts prior to execution of this agreement. I further agree to pay succeeding debts as they become due. I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to enter into an agreement for the payment of said debts. I further agree to pay succeeding debts as they become due. Ad Uct,A.4-� ; eI k 2 f- 2-. Firm Name Date c�ti1t. Au ,i(rized ignature Title 6A. rbAc--- z/-79.— /02 Name(please print) Telephone trr G 7 3.1 C six io b f �.e Email `' STATE: COUNTY: 1° re/ SUBSCRIBED AND SWORN to before me by the above named Joy, on this the / day of 4✓,(i5 7 ,2O vi ,., ___•• ,�; xatc oitv 13ose5AMN 2 t 4 $ ;i MyoCaorymImission Expires r Notary P lid November S.2028 RETURN THIS AFFIDAVIT AS PART OF THE BID PROPOSAL Page 11 of 21 CONFLICT OF INTEREST QUESTIONNAIRE FORM CIQ For vendor doing business with local governmental entity This questionnaire reflects changes made to the law by H.B.23, 84th Leg., Regular Session. OFRCE USE ONLY This questionnaire is being filed in accordance with Chapter 176,Local Government Code.by a vendor who Data R c ived has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a). 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 vendor becomes aware of facts that require the statement to be filed See Section 176.006(a-1),Local Government Code A vendor commits an offense if the vendor knowingly violates Section 176.006. Local Government Code.An offense under this section is a misdemeanor. J Name of vendor who has a busi ess relationship with local governmental entity. i 3( r fifyie•,, J (� Check this box if you are filing an update to a previously filed questionnaire.(The law requires that you file an updated t 1 completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) J Name of local government officer about whom the infor tion is ing disclosed. a /1101 ' Name of Officer J Describe each employment or other business relationship with the local government officer,or a family member of the officer,as described by Section 176.003(a)(2XA). Also describe any family relationship with the local government officer. Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form CIO as necessary. A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income other than investment income. from the vendor? r,/ Yes No B. Is the vendor receiving or likely to receive taxable income,other than investment income.from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity? Yes p No J Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director,or holds an ownership interest of one percent or more. J c'(1 (fit r'U-). - re-a i 0 vs a-eh r.e tv r 1.1-,e.�- 1-- --r i-,.� c.-t U 4, J I 7 Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts l as described in Section 176 003(a)(2)(B). excluding gifts described in Section 176.003(a-1) J (.1.--)— (2- , '2/ _ 2 5J-- �l L. - Signature of versttr doing aisiness with the governmental entity Data Form provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11!30.2015 CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity Acomplete copy of Chapter 176 of the Local Government Goue may be found at http:uwwwstatutes,legisstate tx.us Does/LGihtm/LG176.htm.For easy reference,below are some of the sections cited on this form. Local Government Code 6176.001(1-al:"Business relationship"means a connection between two or more parties based on commercial activity of one of the parties The term does not include a connection based on: (A) a transaction that is subject to rate or fee regulation by a federal,state,or local governmental entity or an agency of a federal,state,or local governmental entity: (B) a transaction conducted at a price and subject to terms available to the public:or (C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by,and reporting to.that agency, Local Government Code 6 176.003(a)(2)(A)and(B): (a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if (2) the vendor: (A) has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income, other than investment income. that exceeds$2,500 during the 12-month period preceding the date that the officer becomes aware that (i) a contract between the local governmental entity and vendor has been executed or (ii) the local governmental entity is considering entering into a contract with the vendor: (B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than$100 in the 12-month period preceding the date the officer becomes aware that: (i) a contract between the local governmental entity and vendor has been executed;o, (ii) the local Governmental entity is considering entering into a contract with the vendo' Local Government Code§176.006(a)and(a-1) A vendor shall file a completed conflict of interest questionnaire it the vendor has a business relationship with a local governmental entity and: (1) has an employment or other business relationship with a local government officer at that local governmental entity or a family member of the officer,described by Section 176.003(a)(2)(A)' (2) has given a local government officer of that local governmental entity,or a family member of the officet,one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B),excluding any gift described by Section 176.003(a-1);or (3) has a family relationship with a local government officer of that local governmental entity. (a-1) The completed conflict of interest questionnaire must be tiled with the appropriate records administrator not later than the seventh business day after the later of: (1) the date that the vendor: (A) begins discussions or negotiations to enter into a contract with the local governmental entity:or (B) submits to the local governmental entity an application.response to a request for proposals or bids correspondence. or another writing related to a potential contract with the local governmental entity:or (2) the dale the vendor becomes aware: (A) of an employment or other business relationship with a local government officer.or a tamily member of the officer,described by Subsection(a), (B) that the vendor has given one or more gifts described by Subsection(a):or (C) of a family relationship with a tooa&government officer Fnrrn nrwlded by Taxas Ethics Commission www ethics state tv us Revised 1113042015 Page 13 of 21 SB 252 CHAPTER 2252 CERTIFICATION 1. [./ r G..- . the undersigned an representative of 461 Skit ri (S' 1.-c., (Company or Business Name) being an adult over the age of eighteen (18) years of age, pursuant to Texas Government Code, Chapter 2252, Section 2252.152 and Section 2252.153, certify that the company named above is not listed on the website of the Comptroller of the State of Texas concerning the listing of companies that are identified under Section 806.051, Section 807.051 or Section 2253.153. 1 further certify that should the above- named company enter into a contract that is on said listing of companies on the website of the Comptroller of the State of Texas which do business with Iran, Sudan or any Foreign Terrorist Organization, I will immediately notify the City of Port Arthur Purchasing Department. D h ar CJrtC.t.. Name of Company Representative(Print) Sign, re of Company Representative j - Date Page 14 of 21 House Bill 89 Verification -1 1. / \ L r Q'\Cr•--- (Person name), the undersigned representative (hereat er referred to as "Representative") of Pt- 5� t_ rLe ' I 04h L F-- (company or business name, hereafter referred to as "Business Entity"), being an adult over the age of eighteen (18) years of age, after being duly sworn by the undersigned notary, do hereby depose and affirm the following: 1. That Representative is authorized to execute this verification on behalf of Business Entity; 2_ That Business Entity does not boycott Israel and will not boycott Israel during the term of any contract that will be entered into between Business Entity and the City of Port Arthur; and 3. That Representative understands that the term "boycott Israel" is defined by Texas Government Code Section 2270.001 to mean refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Lsraeli-controlled territory,but does not include an action made for ordinary business purposes. SIGN E OF REPRESENTATIVE SUBSCRIBED AND SWORN TO BEFORE ME,the undersigned authority, on this 1I day of �jL^ :° ��. �o MALLORY JORDAN AS293,5 ,2©f+` Notary ID 4135158442 J My Commission Expires 0 4 '- November 5. 2028 drixtomionioneirimmoup Mal& /111" GIV L Notary Pub Page 15 of 21 JON ANTHONY CARONA 2232 12TH ST PORT NECHES,TX 77651 ZNZON% %.(' Real Estate Broker License • TREC TEXAS REAL.ESTATE COMMISSION JON ANTHONY CARONA Broker License #: 376751 908 Port Neches Ave Suite A License Expires: 06/30/2027 PORT NECHES,TX 77651 Having provided satisfactory evidence of the qualifications required by the Texas Real Estate License Act, Occupations Code, Chapter 1101, authorization is granted to use this title: Real Estate Broker ��— Chelsea Buchholtz For additional information or to file a complaint please contact TREC Executive Director at www.trec.texas.gov. CARONA ADVANTAGE REAL ESTATE LLC 908 PORT NECHES AVE STE A PORT NECHES,TX 77651 Real Estate Broker License TREC TEXAS REAL ESTATE COMMISSION CARONA ADVANTAGE REAL ESTATE LLC Broker License #: 566636 908 Port Neches Ave Ste A License Expires: 01/31/2026 PORT NECHES,TX 77651 Having provided satisfactory evidence of the qualifications required by the Texas Real Estate License Act, Occupations Code, Chapter 1101, authorization is granted to use this title: Real Estate Broker Chelsea Buchholtz For additional information or to file a complaint please contact TREC Executive Director at www.trec.texas.gov. Advantage Real Estate Jon Carona Broker/Owner 409-474-1090 Jon Carona enjoyed a 28 year law enforcement career and honorably retired in March 2017, in order to return full time to the real estate career he started in 1986. Jon opened Advantage Real Estate in 2007 and has worked tirelessly and thus far successfully in building a thriving local real estate company. Jon has lived in the Jefferson County Texas all of his life and is familiar with all areas of the Golden Triangle. Jon has developed many contacts in various professions over the years that allow him to offer his clients the best services during the property buying process whether you are buying residential or commercial property. Real Estate Experience: • Regained inactive license in 2003 (first licensed in 1986) • Residential listings and buyer representation • Broker license in 2006 • Opened Advantage Real Estate in 2007 • HUD Broker; NAID - CRNDVN6o87 • Management of 35 agents • Commercial listings and leases Reo/Bpo Experience: • Reo Listing • BPO interior and exterior • contractor bids • re-key • winterization • eviction; on site or courtroom • occupancy confirmation • Cash reserves to cover and maintain several properties Affiliations • Southeast Texas (Beaumont) MLS • Texas Association of Realtors • National Association of Realtors • Loopnet /CoStar • Crexi • Commercial Gateway (Commgate) Commission Structure • Commissions are negotiable at time of the listing transaction and or based on the terms of the transaction. • Broker Price Opinion of Value $300 (no charge if property is listed with Advantage Real Estate) Marketing Strategy • Local MLS • Social Media • Newspaper (case by case basis) • Loopnet/Costar • Commercial Gateway • CREXI (Commercial Real Estate Market Place) References • City of Port Neches ( Andre Wimer ) • City of Port Arthur ( Huy Tran ) • Legacy Community Development ( Vivian Ballou ) Corporations Section John B. Scott P.O.Box 13697 ` w`�OrGr Secretary of State Austin_Teas 787 I 1-3697 Office of the Secretary of State Certificate of Fact The undersigned, as Secretary of State of Texas, does hereby certify that Carona Advantage Real Estate LLC, a Domestic Limited Liability Company (LLC) (file number 800735450) has filed the following assumed name certificate(s)with this office: Assumed Name Filed Status Advantage Real Estate December 22, 2021 Active In testimony whereof, I have hereunto signed my name officially and caused to be impressed hereon the Seal of State at my office in Austin, Texas on December 27, 2021 t G o, c ,; ._a } 'iz4 kg " 04) ) -6414-1. Sohn B. Scott Secretary of State come visa U. nn the interact at hops. a u%r.S•ua.tesasguu Phone: (512)463-5555 Fax:(512)463-57(19 Dial. 7-1-1 for Relay Services Prepared by: SOS-WEB TED: 10246 Document: 1105903850004 MEl PEARL' A a 1 INSURANCE A DIVISION OF C7NE80 Regulatory Office Dept: Regulatory 505 Eagleview Blvd., Suite 100 Exton, PA 19341-1120 Telephone: 800-688-1840 Insurance Company Providing Coverage: Greenwich Insurance Company REAL ESTATE PROFESSIONALS ERRORS AND OMISSIONS DECLARATIONS THIS IS A CLAIMS MADE INSURANCE POLICY. PLEASE READ IT CAREFULLY. PRODUCER: Pearl Insurance Group POLICY NUMBER: PRODUCER#: 08938 RENEWAL OF: THIS IS A CLAIMS MADE POLICY. THE POLICY APPLIES ONLY TO THOSE CLAIMS THAT ARE FIRST MADE AGAINST THE INSURED DURING THE POLICY PERIOD, THE CLAIM MUST BE REPORTED IN WRITING TO THE COMPANY DURING THE POLICY PERIOD OR WITHIN 60 DAYS AFTER THE END OF THE POLICY PERIOD.CLAIM EXPENSES ARE GENERALLY IN ADDITION TO AND WILL NOT REDUCE THE LIMIT OF LIABILITY. HOWEVER, CERTAIN COVERAGE EXTENSIONS HAVE LIMITS OF INSURANCE THAT INCLUDE AND WILL BE REDUCED BY CLAIMS EXPENSES. PLEASE REVIEW THIS POLICY CAREFULLY, Item 1. NAMED INSURED: Carona Advantage Real Estate NOTICE:This policy is issued by your purchasing group LLC dba Advantage Real Estate through a licensed insurer. Your insurer may not be subject to all the insurance laws and regulation of your state. State Item 2. ADDRESS: 908 Port Neches Ave,Ste A insurance insolvency guaranty funds may not be available for Port Neches,TX 77651-2830 your purchasing group and/or your licensed insurer. Item 3. POLICY PERIOD: FROM: 11/30/2024 TO: 11/30/2025 12:01 A M.Standard Time at the address of the Named Insured as stated herein. Item 4, LIMITS OF LIABILITY: A. Limits of Liability $ 1,000,000 Each Claim $ 1,000,000 Policy Aggregate B. Fair Housing Discrimination Limit of Liability $ 250,000 Aggregate C. Fungi and Bacteria Limit of Liability $ 1,000,000 Aggregate D. Open House Limit of Liability $ 1.000,000 Aggregate Item 5. DEDUCTIBLE: $ 5,000 Each Claim Item 6. PREMIUM: $ 6.895 Item 7. RETROACTIVE DATE: 11/30/2004 Item 8. NOTICES TO BE SENT TO: Report A Claim Report A Claim AXA XL—Commercial E& 0 Claims Pearl Insurance 100 Constitution Plaza, 8th Floor 1200 East Glen Avenue Hartford, CT 06103 Peoria Heights, IL 61616 877-791-3777[Phone] 1-800-447-4982 860-548-9668[Fax] Item 9. FORMS AND ENDORSEMENTS ATTACHED AT POLICY EFFECTIVE DATE: JPP-PF(08/18) Real Estate Errors&Omissions Policy Form JPP 148(08/18)Sellers Shield Deductible Forgiveness JPP-TX1 (06/05)Texas Changes JPP 147(06/16) Consumer Financial Protection Bureau Defense Endorsement JPP149 0820 Home Warranty Program Deductible Reduction Endorsement JPP-PIG PD 1119 ©2019 X.L. America, Inc. All Rights Reserved. Page 1 of 2 May not be copied without permission. PR No. 24573 10/07/25 ht Exhibit "F" (Colliers International of North Texas) r� Colliers 741 ;AI , .. • CY::: r;itIV A ,. 1 , .� .. Thy, .:0" ,k ,t�,i v � a ryry 1 �•�M ,,, id 'P \` . • \ .. \ i City of 's I Real Estate Brokerage opt rthur Texas & Consultin Pro osal Request for Qualifications Ig p August 27, 2025 u y rn , .'..' :.-., i �.r t p /. i & n `t"''control ' 9rnr wierii ;,Sig. l ��1.`--.a ��� � i .�� ' . ,. � i �,w,u.F d;. T, •k-)l� „ rl� � e#u s5 `�„. �. �� •....,_ s + w ii d ,i f lit t it „pont v .y• Cultivating a prosperous community through exceptional service" At Colliers, our Mission, ...is your Mission Colliers, since March 9, 2004 Contact Person I Patrick Daniels, SVP, 310.428.8002 Executive Managing Director I Daniel Taylor Address 11717 McKinney Ave Suite 900, Dallas,TX 75201 Colliers is one of the largest real estate providers in the world (NASDAQ,TSX: CIGI).A globally diversified real estate and professional services company,with over 23K employees in 70 countries, $100B in managed assets, and $4.9B in annual revenue. We provide a broad spectrum of integrated services for real estate owners, investors, and occupiers- including transaction & advisory services, brokerage, debt&equity, investment sales, and property, project, and investment management. Colliers 2 of 40 wiz p . _--4 5 0 6.\ J a/ISA tit til& la ..",.."..."....0TEXAS c Table of Contents Executive Summary I Consultative Brokerage 5 1 I Letter of Interest 7 2 I Firm Overview & Qualifications 9 3 I Revelant Experience 13 4 I Our Service Strategy 19 5 I Fee Structure 25 6 I References 29 7 I Forms 31 8 I Company Information 38 Colliers 3 of 40 Table of Videos I Multimedia Content Figure 1. The City of Port Arthur I Advisory &Transaction Services Proposal 6 Figure 2. We Are Colliers I Your Trusted Real Estate Partner 10 Figure 3. Transforming The Future of Place 16 Figure 4. Enterprise Alignment 22 Figure 5. Organizational Structure 22 Figure 6. Portfolio Optimization 22 Figure 7. Workplace Design 22 Figure 8. How We Work 23 Figure 9. Lease Administration I Performance Spectrum 23 Figure 10. Valuation & Advisory 23 Colliers 4 of 40 Executive Summary I Consultative Brokerage ...Because the best transaction, is the one you don't have to make Y 3 i r• yfizt " b...,,,,fr.''41/j 4',,I.W.-r`...,. .,,L7.'.._,_ 7_—_—,-...,,,- --- , ... —777: ' , " s - � � a ya y4 0 , of�' `" +r�.r-` d _.. ,_ _,' iar' ' :, t � " t •L 0� IT' r " �', " ac • ,' ►M4}gam i 4 Vr Z j �� it+f d ie. ' r Fr 'X / ..,f , it n *)i,The Coy of Port Arthur RFQ P25076 I Caters Proposal n': j d Patrick OaOM14 , i. . ri 4;4 i per{_. tqa.... ....,V 3111 le 3 '-' -11.,„:1- ,.,.._ ,,,,..'. . - - rt,:** , , . if tk - H. 0 7.7 C: ,, vimco Figure 1. The GO/of Port Arthur Advisory& Transaction Services Proposal `bt 1! Throughout this proposal, use the "Hyperlinks"or"QR Codes"to view important video itr. content created specifically for Sedgewick County. Internet connection required. t Traditional Brokerage • Traditional Brokerage is led by a brokerage team with expertise in Transactions & Sales, executing work per specific requirements developed by the client. • Advisory work (if any) is typically identified, requested, and coordinated by the client, and is often an additional service paid on a fee, or time & materials basis. Consultative Brokerage • Strategy I Consultative Brokerage flips the advisory relationship and proactively coordinates recommendations from cross-disciplinary teams of professionals, focused first on providing business and portfolio solutions (i.e., MBAs, Architects, Project & Facility Managers, ...and brokers). • Execution I After aligning enterprise priorities, coordinating stakeholders, and developing a long-term strategy, we execute best-in-class transaction services to ensure that The City of Port Arthur secures the right space, at the right time, and at the right price. • Cost I We leverage a rebate schedule funded from brokerage fees, to subsidize pre-transaction advisory work - providing flexibility and "no-cost" support for undetermined future work.And we credit excess funds back to Sedgewick County. Colliers 6 of 40 1 I Letter of Interest ! i t . , , ' - .. _ \., \\ , ' 49- .:', ''' i.— Ill : ,.„,-..,- fr . I 1 '1,___ - .. f ' ...4gerd" ..1 ' - U . F, f '� p 1 i ? , i c LETTER OF INTEREST RFQ —Real Estate Brokerage Services Deadline: August 27, 2025 The undersigned firm submits the following information (this RFQ submittal) in response to the Request for Qualifications (as amended by any Addenda), issued by the City of Port Arthur. TX (City) for Civil Engineers for the City of Port Arthur Enclosed, and by this reference incorporated herein and made a part of this RFP, are the following: ❖ COMPLETED RFQ LETTER OF INTEREST FORM •:• NON-COLLUSION AFFIDAVIT (MUST BE NOTARIZED) ❖ AFFIDAVIT (MUST BE NOTARIZED) ❖ CONFLICT OF INTEREST ❖ HOUSE BILL 89 VERIFICATION ❖ SB 252CHAPTER 2252 CERTIFICATION Finn understands that the City is not bound to select any firm for the final pre-qualified list and may reject any responses submitted. Finn also understands that all costs and expenses incurred by it in preparing this RFQ and participating in this process will be borne solely by the firm. and that the required materials to be submitted will become the property of the City and will not be returned. Firm agrees that the City will not be responsible for any errors, omissions, inaccuracies, or incomplete statements in this RFQ. Finn accepts all terms of the RFQ submittal process by signing this letter of interest and making the RFQ submittal. This RFQ shall be governed by and construed in all respects according to the laws of the State of Texas. Colliers 8/21/2025 Firm Name Date /aatii- Zia Senior Vice President Authorized Signature Title Patrick Daniels 310.428.8002 Name (please print) Telephone 1717 McKinney Ave., Suite 900 Dallas, TX 75202 Address City/State/Zip patrick.daniels@colliers.com Email Colliers 8 of 40 2 I Firm Overview & Qualifications 2.1 I We Are Colliers - About us, Office locations, History 2.2 I Awards 2.3 I Finances r : t ! \\ 1973 , AA1 9 , ` � j1 ` OO (� I�I 'iI'fvi 11 1 I MiA aft - �ww ( i.,' ini .......- , IS AI NMI _ .... ._ . _ ,..... ... .... • • __ ________ __ ___________ _. _ _._ .. ._. _. _. _. ..._. ... .....7.,____,„... _._ _, ..,:iii..,___,...._. __,___.__ _ d • - 16 1 t ',.— . owl III : 1,,I f 111 . _ 1___.,i :'1' il'it poi rill iir_ 11 I , a,,. ,.. r al la 1 lam , mil / 1 4: _i_.4_ ri , .L____. e _ __. -�_ _,. - s, t •rs " � dy i ,1.,N 40, ... mi - -..-.4,, ,,,,,_;.2. .1....-,1:. --...-, , -,,,, .0:11114' ,...r,. . v '�� ` k ' Yam.`� .per ` `. 'h •.; ' 'E, i .fie " •ii, p w tit" 4 1"f �L. ¢ �3.'!' i+�- e"" , F,0, ` ,R., r ...:,� .. r, r^zs :4. : # ty►L%l i. 'i #, "Z�4 0.''s`� t. 4. '4', . • 'u4. -4.# t `?c 9 of 40 Colliers 2.1 I We Are Colliers "...Colliers is one of the largest real estate providers in the world, providing the global platform resources you should expect, with the responsiveness and client support you may have found missing elsewhere". I ini;111) • 4' - r —501A4C % ax %1/ Figure 2. We Are Colliers I Your Trusted Real Estate Partner Ctiz ►6.isuma *R. Ismir mow a7c%) Annual revenue Countries we operate in Assets under management $4.5B 66 $98B lease and sale transactions Square feet managed Professionals 51 ,000 2B 18,000 Colliers 10 of 40 41.) •! 2.2 I Awards REAL ESTATE Colliers named Europe's ' ri, and the World's Best Real F,x,nzpap Estate Advisor by Lipsey "EMP OYES' Euromoney nColliers is proud to be named i Ik. World's Best Real Estate Advisor by the prestigious Euromoney Colliers ranked among top Colliers named one of Global Real Estate Awards. Building on last year's Best Global three commercial real Forbes'World's Best Agency win,Colliers continued to estate brands for eighth Employers 2024 receive the most accolades consecutive year globally in 2024. Colliers(NASDAQ,TSX:CIGI)has Colliers(NASDAQ and TSX:CIGI) �� �� �� " once again been ranked among has been named by Forbes as � �, ��,1( the top three commercial real one of the World's Best Nq'\u' �Y IMF estate brands in the world, Employers 2024 for the second `„"��\� W O R l D'S consecutive year.As the only ���� BEST according to The Lipsey � 1 % �oMPA��s Company.This marks the eighth global,full-service commercial ,�.., 2024 consecutive year that Colliers has real estate firm on the list,this ' I f, been recognized among the prestigious accolade highlights a ; ` industry's elite in this annual Colliers'commitment to fostering survey,highlighting the strength a strong corporate culture and Colliers named to TIME of the company's global platform, creating an exceptional commitment to excellence and workplace for its professionals World's Best Companies visionary leadership. around the world. 2024 List Colliers has continued to deliver a world-class people experience, reflected in our latest global engagement survey that showed a highly engaged workforce. Colliers is proud to offer targeted career development programs, employee resource groups,and opportunities for employees to connect and thrive. Colliers 11 of 40 $4,822 $4,459$4335 ®"i•1:..4 1r® $4,089 V.!..' �J h.ji $631 $595 $644 r •� 2,787 $544 rzt 1�?,ix r�i�-' $361 FINANCIAL $699 HIGHLIGHTS $6.18 $5.35 $5.75 $4.18 2020 2021 2022 2023 2024 2020 2021 2022 2023 2024 2020 2021 2022 2023 2024 Revenues USs rrlillions Adjusted EBITDA US$millions Adjusted EPS US$ (US't thousands, except per share amounts) ""ar ended December 31 2024 2023 2022 2021 2020 Operations Revenues $4,822,024 $4,335,141 $4,459,487 $4,089,129 $2,786,857 Operating earnings(loss)' 389,212 300,935 332,496 (131,501) 164,578 Net earnings(loss)1 236,936 144,691 194,544 (237,577) 94,489 Financial Position Total assets $6,100,617 $5,482,126 $5,098,177 $3,873,730 $3,292,167 Long-term debt 2 1,508,475 1,502,639 1,439,099 531,054 479,895 Financial leverage 3 2.0 2.2 1.8 0.3 1.0 Shareholders'equity 1,325,582 850,490 493,374 585,269 586,109 Earnings Data Adjusted EBITDA 4 $644,245 $594,993 $630,525 $544,338 $361,442 Diluted net earnings(loss)per common share 1 3.22 1.41 1.05 (9.09) 1.22 Adjusted EPS 5 5.75 5.35 6.99 6.18 4.18 Diluted weighted average common shares 50,182 46,274 43,918 42,920 40,179 outstanding(thousands) Cash dividends per common share 0.30 0.30 0.30 0.20 0.10 1 2021 figures include$471.9 million settlement of Long-Term Incentive Arrangement("LTIA")with the Company's Chairman&CEO. 2 Excluding warehouse credit facilities and convertible notes. 3 Financial leverage expressed in terms of(long term debt less cash)/pro forma adjusted EBITDA,in accordance with debt agreements. .` _ I,',, 2.3 Colliers Financials Click Here I Colliers Annual Reports Colliers 12 of 40 .., . , 3 I Revelant Experience 3.1 I Clients 3.2 I Team a r s r - i ow _ jimmy inPi City of ort rthur 700 q , : t - o f I We appreciate the opportunity to advise our clients Current P u b I ic Sector every day, and here are some examples. ., f,,� o px,W A HOUSTON TEXAS o° - � � COMMUNITY COLLEGE i FORT BEND LAr„,,,„1ARos9 INDEPENDENT SCHOOL DISTRICT A PROUD TRADITION 1 A BRIGHT FUTURE iriii `4•Je ((--„,„:„ ..,.., c.,„ ___ ��/,o���. in $t. Lucie �, y OtelfiI'fllV 1R�7��1 1IIEhht•nxut_h (_ounl I ��{(t�jt 7 PUBLIC SCHOOLS I't It i tt i I.k+U_S " 'I A j'+ ... �in0,1 cal Rpjno°� St.Lucie Public Schools I 2019-2024 Hillsboro County Public Schools 12021- City of Wilton Manors 1 2019-2024 City of Oakland Park 12018-Present Services Include: Services Include: Services Include: Services Include: • Real Estate Brokerage Services • Real Estate Brokerage Services • Primary Data Providers • Primary Data Providers • Asset Disposition Strategy&Advisory • Advisory Services • Research&Consulting Services • Research&Consulting Services • Annual Reports&Publications • Annual Reports&Publications • Independent Market Analysis • Acquisition/Disposition Services js1yiim•141T1,1774 • Market Update Presentations • Broker Opinion of Value C I `° 0 , • Market Update Presentations D L. f R C DOWNTOWN %' \� DEVELOPMENT •Y TAMARAC AUTHORITY CITY OF FORT LAUDERDALE , Fort Lauderdale Downtown Development Cityof Fort Lauderdale2016-Present +`""'t P I The City For Your Life Authority 12016-Present Services Include: Services Include: • Exclusive Real Estate Broker City of Fort Pierce 12020-Present City of Tamarac 12018-Present • Primary Data Providers • Asset Acquisitions/Dispositions Services Include: Services Include: • Research&Consulting Services • Portfolio Optimization&Strategy • Real Estate Advisor • Exclusive Real Estate Advisor • Annual Reports&Publications • Research&Consulting Services • Comprehensive Market&Retail Conducting •• Surveys • Market Update Presentations Asset Acquisition/Dispositions Y P Feasibility Study • Advisory Services • Real Estate Trend Reports • Independent Market Analysis • Retail Strategic Plan • • Market Update Presentations • Broken Opinion of Value Reports Highest&Best-Use Analysis p p P Tenant/Landlord Representation • Leasing Representation • Review Development Proposals • Real Estate Trend Report • Independent Market Analysis Colliers 14 of 40 3.2 I Team - Org Chart & Project Lead Consultant Led Advisory & Transaction Engaging a real estate partner to supplement your internal Facilities and Real Estate department allows on-demand access to leading industry experts, without the resource commitment necessary to internally staff positions. Colliers will engage the dedicated subject matter experts that The City of Port Arthur will require per your current - and future - needs. City of ® 4 1 M ort i thin_ Texas A Lease Admin Transition AI i Tmecthnnoelogy Analyst ( ) irhelle Andrews r"itr i Executive t -- Public Sector Practice Lead __Managing Director i Brooke Moiser ""f Daniel Taylor " -- Lease Admin Lead Technology Lead Linda White Lisa Brand 101, - 3 ASupply Chain Lead Portfolio Strategy .rt• v.Ron Zappile,VP " ". # Derrick Vim,VP Supply Chain Solutions Alliance Director Brewster Smith,SVP Patrick Daniels,SVP , i r Flexible Workspace i,,4 .. ,,,,, ,,,10 a Will Burchfield VP — : c r se c Workplace AdvisoryWorkforce Analytics P &Location Strategy Keith Perske,SVP Transaction Bret S_wange VP a it Associate Lead Broker Sinem Arikan Barkley Peschet Colliers 15 of 40 IJPOWER Everest BROKERS CEO Club Patrick Daniels-Babilonia ail MBA, Arch, LEED AP BD-C O-M, SLCRw, CCCA, EDAC, CFM, CSCP "I believe how we design, occupy, and operate "place", inspires us to be our best selves, ...and transforms the way we experience community. 1 ., ......, ,` I am committed to improving quality-of-life and culture through ec.��!Q "``� the built environment. It would be my honor to assist The City of 1 10 t ,�..� ._ Port Arthur achieve its mission of exceptional service. —`4-.�'�+ Figure 3. Transforming The Future of Place Project Lead I Patrick Daniels will oversee the activities of the Colliers Account Team. Patrick will provide direct Strategy and Transactional expertise, as well as align The City of Port Arthur stakeholders, coordinate and manage the resources necessary to evaluate service needs, and execute transaction requirements. Transaction Lead I Patrick is a D CEO Power Broker, and a Colliers Everest Broker - representing the top 2% of Colliers transaction experts globally. Dallas CEO Magazine also awarded Patrick's consultative approach, the "Best Industrial Lease" in North Texas. Under the gun of rapid growth. 11 BE I INDUSTRIAL LEASE CooperSurgical(CSI)was in need Qf a climate-controlled national distribution CEO Coo p e rS u rg i c a l center that it could lease,fit out,and occupy within just 60 days.Through its new lease at 35 Eagle.a high-performance build-to-suit distribution center in Fort Worth, CSI was able to begin operations six months earlier than it would have using a conventional timeline. A partnership between CSI and Colliers resulted in the internal production of architectural designs.as well as a phased occupancy plan that expedited delivery times.The center is projected to save CSI more than$2.9 million in logistics costs and to reduce ship tunes by 26 percent for the company,which is focused on innovation in fertility and women's health. Colliers 16 of 40 Colliers 0 Patrick Daniels Babilonia,MBA,SLCR,MCRW, , NCARB, LEED AP BD+C&O+M,CCCA,CDT, EDAC,CFM : Area of Expertise Business and Educational Background mall& " All Patrick Daniels serves as Senior Vice President focusing on providing Patrick has provided strategic advisory increased value to global clients services in the tech,industrial,and Senior Vice President i through inclusive consulting and healthcare sectors from 10 person Dallas-Fort Worth Advisory Services advisory services,including portfolio startups,to fortune 10 conglomerates. optimization,workplace metrics, Patrick is also a licensed architect patrick.daniels@colliers.com M&A strategy,labor arbitrage,state specializing in large development Mobile:+1 310 428 8002 incentives,and brokerage. projects,including planned colliers.com communities and skyscrapers.to Patrick's strategic approach is disrupting artificial islands. 1717 McKinne Avenue traditional fee-based brokerage by Y Mr.Daniels holds multiple professional Suite 900 first aligning clients'real estate to their business driver,and then executing on credentials and several degrees Dallas,TX 75202 including and MBA from the McCombs the best space solutions. School of Business,and Dual Masters from Texas A&M in Real Estate Professional Credentials Development and Construction fir_`f r.�c, Management.He received his • CoreNet Global undergraduate degrees from the Education University of Texas at Austin including - SLCR I Senior Leader of The University of Texas at Austin: an B.Arch,B.S.in Architecture,and Corporate Real Estate • MBA Red McCombs School of - MCRw I Master of Corporate three B.A.s in Humanities,Philosophy, Business Real Estate,Workplace Design& and Sociology. Change Management • Bachelor of Architecture- Professional Degree Architecture.Design&Construction: Sustainability: • Bachelor of Science in • State Licenses • U.S.Green Building Council Architectural Studies - California Architects Board - LEED AP BD+C I Building Design - Texas Board of Architectural +Construction • Bachelor of Arts Humanities Examiners - LEED AP O+M I Operation+ • Bachelor of Arts Philosophy - Arizona State Board of Technical Maintenance Registration • Bachelor of Arts Sociology Operations: • National Council of Architectural Registration Boards • International Facility Management Texas A&M University: Association - NCARB I International Licensure • Master of Land and Property Reciprocity - CFM I Certified Facility Manager Development • The Center for Health Design • Texas A&M University • Master of Science - EDAC I Evidence Based Design - Facilities Management Credential - Accreditation and Certification - Health Systems&Design Construction Management Credential • Construction Specifications Institute - CCCA Certified Construction - Sustainable Urbanism Credential Contract Administrator - CDT I Construction Document Technologist Colliers 17 of 40 Colliers Barkley Peschel, CCIM,SIOR Area of Expertise Professional Accomplishments Barkley Peschel is a seasoned • Colliers'Titan Award(2014-2018, ,,' 2020-2024) commercial real estate advisor and Principal&Director,Executive Vice • Colliers'Top 10 Producer(2015,2020, Principal&Director,Executive Vice p2022,2024) President I Houston President at Colliers with over 15 • Colliers'Million Dollar Producer Industrial&Land Services years of experience in the industry. Award(2021 -2024) Over the course of his career,Barkley . Colliers'Everest Club,Top 10% barkley.peschel@colliers.com has successfully executed over 300 Nationwide(2015, 2022-2024) Main:+1 713 830 2111 transactions comprised of industrial • CRE Land Heavy Hitter Houston Direct+1 281 242 2300 and land deals in excess of$400+ Business Journal(2025) Mobile:+1 832 423 6285 million. His extensive experience in colliers.com industrial real estate encompassing Giving Back barkleypeschel.com buyer,seller, landlord,and tenant Y Barkley Peschel is deeply committed representation,and his expertise in to givingback to the communityand 1233 West Loop South,Suite 900 Houston,TX 77027 land acquisitions and dispositions.has has a particular passion for helping established him as a highly esteemed abused and neglected children. 2277 Plaza Drive,Suite 280 professional in the field.His unique As an adoptive parent himself,he Sugar Land,TX 77479 experience in economic development understands firsthand the challenges further enhances his ability to provide that children in difficult circumstances valuable insights to clients seeking face.Barkley previously served as a Education&Designations guidance in complex real estate board member for Child Advocates of BBA in Finance,Southern Methodist transactions. Fort Bend;he co-founded the Hearts University(Cum Laude) Barkley's dedication to providing &Hammers elderly home repair Society of Industrial and Office exceptional service and delivering program;and he is active in his church. REALTORS®(SIOR)designation outstanding results has made him He continues to represent non-profit Certified Commercial Investment a trusted advisor to his clients.He organizations as their commercial real Member(CCIM),CCIM Institute holds the prestigious designations estate advisor,leveraging his skills Designation of SIOR(Society of Industrial and and expertise to help them secure the Real Estate Broker's License,Texas Office Realtors)and CCIM(Certified facilities they need to make a positive Commercial Investment Member), impact.Barkley's dedication to making Affiliations&Memberships which are widely recognized as the a positive impact in his community SIOR Houston Chapter leading professional designations in the is a testament to his character and CCIM Houston Chapter commercial real estate industry. values,and he is known for his Child Advocates of Fort Bend(former Barkley's dedication to his profession unwavering commitment to excellence Board of Directors) is evident through his achievements, both in his work as a commercial real SEARCH Houston Local Leadership including being named a consistent top estate advisor and in his community Board(former Chairman) involvement. Fort Bend Chamber of Commerce producer in the Houston office and a (former Board of Directors) multiple time top 10%Colliers producer Past Employment Central Fort Bend Chamber of in the United States.He holds a BBA • Commerce(former Board of from the SMU Cox School of Business, O , Ironstone Realty Directors) where he graduated in 1996.He is Advisors visors Owner/Broker, Fort Bend Business Partnership passionate about helping his clients • VP Development, Fort Bend Economic Fort Bend Society of Commercial achieve their goals and is committed Development Council Realtors(former President) to providing the highest level of service • District Director, US Congressman Fort Bend Chamber Leadership and expertise. District 22(Texas) Forum(former Co-Chair) • Analyst,Accenture/Andersen Grand Parkway Baptist Church Consulting Colliers Energy Services Group . Colliers 18 of 40 4 1 Our Service Strategy 4.1 I Methodology 4.2 I Consultative Brokerage 4.3 I Marketing Strategy 1 4 1 ' '' - 1 ' 'iliti'''' *li 's i i I : ' ' i I ---- t '.. limp 1 i 3 , ' I*. ii i , ,....i __ , . 71 ..... �l , , . 1 ' :. - lei I , l, ; , 11 r Landlord Representation Property Tenant Marketing 1111111PP Representation 4400 EciD c_ @ I 'FA* Market - Valuation and Research Advisory @ Ce CD 0 Integrated Real Estate 1--<321 Services ([6 ) -__ Corporate Investment Solutions W Services 104- t) -Ki 27 Lease 4111111 Real Estate Administration Management Services Project Management Colliers 20 of 40 uominisi 4.1 I Methodology The best real estate deal, is the one you didn't have to make Leases are the downstream conclusion of coordinated advisory work, focused first on determining Sedgewick County's long term business needs, ...and then executing on a long-term transaction plan. Every client, and project, is unique. We leverage the below methodology to facilitate stakeholder buy-in, engage leadership, and develop a comprehensive portfolio strategy and execution plan: • Enterprise alignment is the process of interviewing leadership to document business requirements and align competing priorities. • Portfolio strategy utilizes the output derived from the enterprise Alignment exercise. We develop with The City of Port Arthur stakeholders, a long-term space and occupancy plan and the associated business cases, that best aligns competing needs of growth, space, market, and budget. • Workplace Standards provide the building blocks of space requirements by normalizing space requirements among teams and business units - while improving employee productivity and satisfaction. • Portfolio optimization focuses on making the most of what you already have by Improving occupancy performance - including consolidation, compression, and relocation strategies, as well as highest and best use considerations. • Labor Analytics & Site Selection - Labor often represents the highest overhead of most organizations. Labor analytics provides insight into the quality, depth and cost of talent, while site selection evaluates quality-of-life requirements, such as housing, consumer pricing, commute times, etc. We align this data with the cost and quality of real estate to determine your optimal market position. • Transactions - Once an official plan is approved and budgeted, our execution team has the resources it needs to select, evaluate, and recommend assets that make the most business sense for Sedgewick County. Colliers 21 of 40 4.2 I Consultative Brokerage ND MI Our "Means & Methods" explained in animated video shorts Enterprise Alignment I Coordinating Stakeholders _. We interview keystakeholders and business unit ¢ni. IIe�ti. '� leaders to quantify requirements, align priorities, , .'.,.r fir._' and build consensus. We then utilize transparent "" ;; ?.fie reporting and collective decision-making to ensure - client engagement and satisfaction. Figure 4. Enterprise Alignment Organizational Structure I Teams & Place -- " r r--- ,, ®-,,,,A® It is often helpful to validate your portfolio goals in = ' '�t: •T ' order to ensure that subsequent Buy v. Build v. .. 1` ' 4 } I Lease decisions remain aligned with your enterprise , •._ _ ':ar+kr0 and business priorities. Portfolio Optimization I Supply Demand Matching Figure s. Organizationa/Structure EXAMPLE ANIMATION We determine your long-term space needs by plotting alternative growth scenarios against a 7 + available supply. We also evaluate the utility, �` 0ler_fi,..P4' .�}, desirability, and cost of each asset to justify = ire renovation budgets and acquisition/disposition strategies. Figure 6. Portfolio Optimization Workplace Design I Culture, Retention & Mission _i 1,4 New ways of working have implications for how r, , 4� e-t e space is deployed and utilized, as well as for ti " '�.i attractingand recruitingtoptalent. Our workplace ' . 4 :i �' =� O experts will help The City of Port Arthur translate culture into your ideal workplace. Figure 7. Workplace Design Colliers 22 of 40 How We Work I Physical, Flexible, & Virtual 1 in 4 occupiers projected at least 20% of their 5 % -. portfolio will be in flexible workspace in three ` "' ` ers tip', ' ; o The future is ' • •:• 4.e years, up from less than 5/o today. about choice. Building portfolio flexibility is key to enabling a nimble business strategy. Figure 8. How We Work Lease Administration I Performance Spectrum Lease abstractions are the atomic building blocks _ a ;Rip of any advisory service. Colliers Lease .�,� , 1 . `` F Administration specialists are dedicated to helping ,'i' .� / `, ' k' ,�:;r,;p; clients with multiple sites manage their leases in a '� ` . `* more efficient manner, saving time and money. Figure 9. Lease Administration ( Pei formance Snectrum Valuation I Advisory Services Our Valuation and Advisory services prize ge,.. 0-�� ',r.O excellence, diligence, and commitment to A.,4. V,= ,. T. . accuracy. We deliver highquality, well-supported �` �' ' � Y g . ItitSVF54O appraisal reports, on time and on budget Figure 10. Valuation&Acsory Transaction Management Colliers Transaction Management offers consistent, transparent, and measurable processes on every asset type and geographic market. Our team-oriented approach is centered around aligning our deep market knowledge with each client's needs, and then seamlessly delivering on your space requirements. Colliers 23 of 40 4.3 I Marketing Strategy Our comprehensive real estate marketing strategy is an "On & Off-line" multichannel approach to select, identify, and engage potential clients. From developing a strong online presence, including MLS/CoStar listings, to social media and personal outreach, we leverage multimedia content - including drone/video flythroughs, high quality infographics, and virtual and in-person outreach - to move assets quickly and efficiently. Every asset is unique, and each requirement begins with questions around, what is special about the asset, how quickly does it need to move, who is our target audience, and what channels are the most effective to engage that demographic. We fine tune marketing strategies and right-size budgets to effectively allocate resources across a portfolio of divestments. The real estate market (and our potential audience) is constantly evolving, and so we use Key Performance Indicators and normalized reporting, to evaluate and conduct real time adjustments per market conditions, trends, and client feedback. As one of the largest real estate providers in the world the Colliers brand is based on trust and credibility - and our internal network of over 30K real estate professionals is a key resource in accessing hard to reach targets. We optimize Search Engine content with relevant keywords to help improve search rankings and attract organic traffic, ...and keep clients posted on progress. We engage across social media platforms including Linkedln, Facebook, lnstagram, and specialty networking groups, to reach targets through their preferred method of engagement. We leverage traditional email push campaigns including newsletters, referrals, and broker "blasts", to drive traffic and nurture leads. And when appropriate, we create customized marketing content for specialized assets through industry specific media channels, including journals, blogs, and custom videos Colliers 24 of 40 5 I Fee Structure 5.1 I Simple Fee Schedule JAW -,,,,' -• 5.2 I Value - Inclusive Advisory Support 5.3 I Professional Service Fees .. ., . .. . '-' -', $, -., ._._ .,,, _ ,..,..._,.......T. -- , ,--.1r--;''" '' '''''''''''' ,. - - ----.10*-- ,..,;,- -..,--....„-,....--- -„-- ;;,-0--- .„,.- ,";.,..,,:, - - ,- ,-, ----; -- ,.--_-- ' • -,,,--... .- mF ...„4- , ,r,......• tyliteor--- '''...•: 0.- -— 4111100° -, ,-,..• „ • •• • . • . ''....;*1:411° '4e..'0' ' •'' 0.' . - .•"-. ,..$,..4-4.:", , ••:' •'." - jt Al. i f . • . " ' , .1 ,;, - .,••• -. - ., , . I'',. '''' . , . . wr , ''-'•••"'t '•r, ,.., , ,4 ,,,Ew, -• '- ,. iv '- m40041:- , 00, . _ . • ;,.... :- -•-••••,_ - -'. . . _ 5.1 Simple Fee Schedule ( Transactions We think we can offer The City of Port Arthur exceptional Value . Acquisition Commission: 3% • Disposition Commission:6% with co-broker; 4% with no co-broker • Leasing Commission Tenant Rep: 4% Tenant on gross commission • Leasing Commission Landlord: 6% with co-broker . Broker Price Opinion: $350/hour Our team's advisory support is included as part of our standard brokerage responsibilities". As one of the largest real estate brokerages in the world, you can rest assured that Colliers services are priced aggressively. Transaction fees in the industry are so competitive, The City of Port Arthur may find it challenging to make a decision based on fee alone. Because making the most informed real estate decision, and avoiding unnecessary transactions, provides more value than the lowest cost competitor, we feel that The City of Port Arthur will find inclusive advisory services a true differentiator when considering a real estate partner. Colliers 26 of 40 5.2 Value I Inclusive Advisory Support Our Pricing is Simple, even if the requirement isn't... It's sometimes challenging to determine a fixed price for an indefinite definition/indefinite quantity (IDIQ) scope of future work - but we have a way. Consultative brokerage funds advisory services through a rebate schedule, ...and credits The City of Port Arthur the unused funds. Colliers Fee Structure l Brokerage firms are typically paid a fee by landlords when a tenant is secured, and these fees vary by: • Market norms • Asset type (i.e., land v. office v. industrial v. retail) • Transaction type (i.e., lease v. purchase v. disposition). Our team earns competitive, market conforming rates, as a percentage of the total lease value. Over the course of a year's transactions, we rebate back to the client a percentage of fees to pay for advisory resources, and excess rebate funds are credited back to the client. Rebates v. Lowest Cost Contracts I Rebates provide improved value over traditional "lowest-cost" contracts. Low-cost contracts often compensate lost revenue with "pay-to-play" advisory services, in which the client remains responsible for out-of-pocket advisory expenses. From portfolio optimization and workplace strategy, to site selection and labor analytics, it is the advisory services that can best ensure that The City of Port Arthur is generating the greatest stakeholder return, by making the best long-term real estate decisions. Colliers 27 of 40 5.3 Professional Service Fees The following information is provided for reference purposes in the unlikely event that annual transaction revenue is insufficient to subsidize future desired advisory services. Brokerage Fees Transaction fees are customarily paid by landlords (The City of Port Arthur would not incur a fee). In some situations, landlords or local market customs may dictate that fees are paid by tenants. Colliers will always advise The City of Port Arthur at the onset of the engagement what fee exposure may exist, if any. Travel Out-of-market travel (if any) to be approved and reimbursed by the client. Rebate Schedules I Rebate schedules are developed with the client based on portfolio requirements. In the unlikely situation where there might be insufficient transactional value to fully fund a desired advisory service, competitive consulting fees at conforming market rates may be negotiated on a requirement specific basis - as requested by the client. Project Management Fees Because of the bespoked nature of construction projects, Project Management is a direct cost to the client, priced per project, at local market rates. Ad hoc consulting fees In general, our short-term, ad hoc consulting fees, should those be required over and above inclusive consulting, are as follows: Title Hourly Rate SVP / Practice lead $450 VP Consulting $350 Senior Director $275 Director $200 Analyst $125-$175 Colliers 28 of 40 6 I References Note 1 Additional references available upon request q { l • 11 Y r � _ i i 'V-4 , k , w' Mr6 (I. r ', ..,40-- Ftlril. N\e''' - r ___ . ______. j } a :LT A :cm y `Y 1'6 t.� va d I Name ofClient City of Margate Community Redevelopment Agency Or Business Address City Hall, 5790 Margate Boulevard Business City Margate Business State FL i Zip 33063 Contact Person Name care Curtis Contact Person Title City Manager Phone Number 954 935 5300 Email citymanageremargatefl.00m Project Title Town Center Development Project Description Long-term 50 acre mixed-use ground lease development in Margate's City Center Project Start Date 2004 Project End Date I Present Name of Client City of Deerfield Beach Organization: Business Address City Hall, 150 NE 2nd Ave, Business City Deerfield Beach Business State FL Zip ; 33441 Contact Person Name —Kris Mory Contact Person Title Director of Community Redevelopment Phone Number 954 250 4142 Email !kmory@?deerfleld-beach.com f Project Title Town Center Development i Project Description Mixed-use development Project Start Date 2022 I Project End Date Present L Name of Client Organization: City of Port Orange Business Address City Hall, 1000 City Center Circle Business City Port Orange Business State FL Zip 132129 Contact Person Name Wayne Clark _ Contact Person Title City Manager Phone Number (386)506-5501 Email https:INvww.port-orange.org/189/City-Manager Project Title Dunlawton Avenue Redevelopment l Project Description 12 acre mixed-use development Project Start Date 2021 Project End Date Present Colliers 30 of 40 7 I Forms 7.1 I License ,. 7.2 I Example Insurance Certificate 7.3 I Non-Collusion Affidavit 7.4 I Debt Affidavit A 7.5 I Conflict of Interest Questionnaire 7.6 I SB 252 , — — ..,, r----,- , jr------- i I 1:_t .,„, _ __ rr,, , _ ,-.... ....;....., ,PF ' 1 , i.....,.......--------:,., i up I 1, ,,, ------ , ' !-----1 ,, . id -; „.„ , ,,..,/ — -1st, ,,,,, ,, , . .. i.,.. ,.. , rmi--- , ), -- - ..,.., _ .: ,,,,,,,,..„.. . ,44'• i4 . 4'. .''''''''',,,,' I ' .." K:.- i. te' Zr/./A.NN.°7\41... Texas Real Estate Commission P.O. Box 12188 T} :EC Austin,TX 78711-2188 512-936-3000 TFX45 RFAL ESTATE COMM155,0N CERTIFICATE OF LICENSE HISTORY An automated search of the Texas Real Estate Commission's database reveals the following licensing information current as of 08/25/2025. Please note: Texas does not license by mere reciprocity. Name: COLLIERS INTERNATIONAL NORTH TEXAS. LLC License Type: Real Estate LLC License Number: 522575 License Status: Active Original License Date: 07/13/2004 License Expiration Date: 07/31/2027 DISCIPLINARY ACTIONS An automated search of the Texas Real Estate Commission's database for the past ten (10) years reveals the following disciplinary action record(s) as of 08/25/2025, Any disciplinary actions listed below are final as of the disposition date. If this section is blank. there were no disciplinary records located. Additional information about this license holder may be viewed at the agency's vA/ebsite (www.trec.texas.gov) using the License Holder Search found on the home page. The original license date does not necessarily reflect continuous licensure. Copies of any final orders resulting from disciplinary action taken against the license holder may also be found using the Check for Disciplinary Actions link displayed under the "Related Information" on the sidebar of the License Holder Search results. END OF RECORD Colliers 32 of 40 ,� Form 1950 CERTIFICATE OF INSURANCE FOR SERVICES (Rev 5/24) Previous versions of the form may not be used. rw Page 1 of 2 Jryrtepaelstion P.O.No. Vendor Point of Contact(Employee Contact for the Insured Party,Not the Insurance Agent): Name:Stephanie Davis Telephone:(214)692-1100 Email:stephanie.davis@colliers.com This certificate of insurance IS provided for informational purposes only.This certificate does not confer any rights or obligations other than the rights and obligations conveyed by the policies referenced on this certificate The terms oldie referenced policies control over the terms of this certificate. Prior to the beginning of work.the vendor shall obtain the minimum insurance and endorsements specified. Agents must complete the form providing all requested information and submit by tax,U.S.mail or e-mail as requested by TxDOT.Copies of endorsements listed below are not required as attachments to this certificate.Only certificates of insurance published by TxDOT are acceptable as proof of insurance. Commercial carriers'certificates are unacceptable. Insured Colliers International North Texas,LLC Street/Mailing Address 1717 tvlcKinney Ave Suite 900 City; Dallas Sr `, Tx Zip Code: 7520 Phone Number (214)692-1100 .eral EIN Numb .its): Texas Tax • •- Workers'Compensation Insurance Coverage: Endorsed with a Waiver of Subrogation in favor of Tx Carrier Name: Carrier Phone Number Address: City: • Type of Insurance ! Policy Number i ectiv to Expiration Date j im L • Liability Workers'Compensation No . than:Statutory-Texas DO NOT COMPLETE THIS FORM UNLESS WOR'•. '.COM• TION IS ENDORSED WITH A WA ,: OF SUBROGA e IN OR OF TxDOT. Ili' Commercial General LI- suran Endorsed with TxDOT as ••. 'A,. .:.a • a Waiver of Subroga fay. xDOT. Carrier Name: Li Mutua • •- Y C- :r Ph Address: itY' State: Zip` Type •• Number Effective b xpiration a Enter Limits of liability C. al General Lia.- f20 /2026 41,000,000Aggregate i• .its: - - S1000,000 Per Occurrence In' P..., i arnage DO NOT«. TE .FORM UNLESS OTHER. E CO e GARAGE KEEPERS INSURANCE OR.OTHER)INCLUDES ADDITIONAL INSURED AND WAIVE- ••ATION ENDORSME • 'MOT. Commercial utomobile Insura 40 Endorsed with TxDOT as Addi- I .. , : --r of Subrogation in favor of TxDOT. Carrier Name. Zurich Ame- nsurance •any Carrier Phone Number: Address: City: State: Zip: Type of Insurance cy N Effective Date Expiration Date Enter Limits of Liability Commercial 3/i/2025 Automobile BAP 01 3/1/2026 S1,000,000 Combined Singe Bodily Injury Limit Property Da .. DO NOT COMPLE -IS FORM i . COMMERCIAL AUTOMOBILE LIABILITY INSURANCE INCLUDES ADDITIONAL INSURED AND WAIVER OF SUBROGATION EN. - OR OF TOOT. AGENT CERTIFICATION THIS IS TO CERTIFY to TxDOT,acting on behalf of the State of Texas.that the insurance policies above are in full force and effect. Name of Insurance Company: Name of Authorized Agent Aon Risk Services Central Inc Company Address: Agents Address: 5600 West 83rd Street,8200 Tower,Suite 110a City State: Zip: City:Minneapolis State: MN Zip: 55437 Authorized Agent's Phone Number Original Signature of Authorized Agent Area Code ( ) Alex.lictntge, 7/23/2025 Date Colliers 33 of 40 NON-COLLUSION AFFIDAVIT CITY OF PORT ARTHUR S STATE OF TEXAS By the signature below, the signatory for the bidder certifies that neither he nor the firm, corporation, partnership or institution represented by the signatory or anyone acting for the firm bidding this project has violated the antitrust laws of this State, codified at Section 15.01, el seq.. Texas Business and Commerce Code, or the Federal antitrust laws, nor communicated directly or indirectly the bid made to any competitor or any other person engaged in the same line of business, nor has the signatory or anyone acting for the firm,corporation or institution submitting a bid committed any other act of collusion related to the development and submission of this bid proposal. Signature: Printed Name: Patrick Daniels Title: Senior Vice President Company: Colliers Date: f R• 20.9_S SUBSCRIBED and sworn to before me the undersigned authority by 11 the NiUt of,ZOZS on behalf of said bidder. -- _ — Nota 'u• in and f the TIFFANY COOPER State of T,�s My Notary ro M 13M113i3oi ,�auy 10,2027 v*�r F � - My commission expires: 01 I(0/t°29 Page 10 of 21 Colliers 34 of 40 AFFIDAVIT All pages in Offeror's Responses containing statements, letters, etc., shall he signed by a duly authorized officer of the company whose signature is binding. The undersigned offers and agrees to one of the following: i X I hereby certify that I do not have outstanding debts with the City of Port Arthur. I further agree to pay succeeding debts as they become due. X I hereby certify that 1 d.o have outstanding debts with the City of Port Arthur and agree to pay said debts prior to execution of this agreement. I further agree to pay succeeding debts as they become due. X I hereby certify that I do have outstanding debts with the City of Port Arthur and agree to enter into an agreement for the payment of said debts. I further agree to pay succeeding debts as they become due. Colliers •/ci 20/S Firm Name Date (4:1-- -/ Senior Vice President Authorized Signature Title Patrick Daniels 310.428.8002 Name(please print) Telephone patrick.daniels@colliers.com Email STATE: '[X 5 COUNTY: --raiela\tM' SUBSCRIBED AND SWORN to before me by the above named M'iC - VOIY tlS on this the \ l day of Qltil ,20 7,5 . TIFFANY COOPER Nota ,'tF � :•f My Notary ID C 134137307 {.:.W::: •;.y�,;a�.: Expires January 10,2027 - , - ,, AVIT AS PART OF THE BID PROPOSAL Page 11 of 21 Colliers 35 of 40 CONFLICT OF INTEREST QUESTIONNAIRE FORM CIQ For vendor doing business with local governmental entity This questionnaire reflects changes made to the law by H.B.23,84th Leg..Regular Session. OFFICE USE ONLY This questionnaire is being filed'ri ecra,Ounce with Chaplet 176.Local Government Code by a vendor why 0;.,R,;;,aa has a business relationship as defined by Section 176.001(1-a)with a local governmental entity and the vandor meets regtrrements under Section 176.006(a). By law this questionnaire must be filed with the records administrator of the local governmental entity riot late than the 7th business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1 i,Local Government Code. A vendor commits an offense If the vendor knowingly violates Section 176 006.Local Government Code.An offense under Into section is a misdemeanor J Name of vendor who has a business relationship with local governmental entity. 44(11(4,1" nCheck this box if you are filing an update to a previously tiled questionnaire (The lair r r ou ile an updated completed questionnaire with the appropriate tiling authority nut later than the 71h Ousel- '.the date on which you became aware that the originally filed questionnaire was incomplete or in ..;,, ) 11 Name of local government officer about whom the information is being disc pled. ` 8..• N2i-le of Oil par J Describe each employment or other business relationship with the. 'al g.....,omen t officer or a family member of the officer.as described by Section 176.003(a}(2)(A). Also deser ibe any fan ',relationship with the local government officer. Complete subparts A and B for each employment or busines lationship.,escribed. Attach additional pages to this Form CIO as necessary. IR A. Is the local govern - officer family member of the officer receiving or likely to receive taxable income other than Investment 111, •m endor? rill Yes III No B. Is the v-°•or .4-ving or likely to receive taxable income,other than investment Income,from or at the direction of the •• 4nvern officer or a family member of the officer AND the taxable income is not received from the I. . >rri. ntal e ? Yee. r No k J De_ -au. ' - 'rloyment or business relationship that the vendor named in Section I maintains with a corporation or other. rsiness entity with respect to which the local government officer serves as an officer or director or holds an ownerst, interest of one percent or more. J Cneck this box if the vendor has given the local government officer or a family member of the officer ore or more gets as described in Section 176.003(a)(2)(B). excluding gifts described in Section 176.003(a-i i ?I Signature of vendor doing business with the governmental entity Date Form provided by Texas Ethics Commission www ethics state tx.us Revised 11,30.,2015 Colliers 36 of 40 SB 252 CHAPTER 2252 CERTIFICATION I. Patrick Daniels .the undersigned an representative of Colliers (Company or Business Name) being an adult over the age of eighteen(18) years of age. pursuant to Texas Government Code. Chapter 2252, Section 2252.152 and Section 2252.153,certify that the company named above is not listed on the website of the Comptroller of the State of Texas concerning the listing of companies that are identified under Section 806.054 Section 807.051 or Section 2253.153. I further certify that should the above- named company enter into a contract that is on said listing of companies on the website of the Comptroller of the State of Texas which do business with Iran, Sudan or any Foreign Terrorist Organization.I will immediately notify the City of Port Arthur Purchasing Department. Patrick Daniels Name of Company Representative(Print) C Z7&J Signature of Company Representative 8/25/2025 Date Page 14 of 21 Colliers 37 of 40 8 i Company Information p y 114 p . . . . . ,., . .47, ,. , , .,,,,,.. i i,„ . _ ,,,,, , 1 1 .1 I ,,. .. i i T ;. _ . . _ . , 1.,,,, , .. ,.. 1* _ . .1'1,,4 .:IAl!, ...1',,1•0-,,.,L-..l,r-...,6'-.4 1 . •„,..i,, ? .. : ....,...1 i'`'+ 1J f:„'4 r/A�°t �, x,i i e— .S• 4 �i f '�. i i-.*l'y`. (r d 1 . —:3► ,,,.4 _I i'''1 ' *' \'..-''' ..---*-7-.:. .''----7'-' s';:*---ilr'—'''_::.,....'1111:,..,17:,,-:-:,.. „,,„.'"'''''',.::-,'" -,-. , ',Ii._'. ):. , r -jam �.: (j • mh .., w« "'" ' zs.ww er._ - c ' r.wd" +. rs` "' ma; ,;�,s. .. * r ,.. y» wk 4 a.,..A�aM' MMk ..!"-"' M'idr WYfAo-waM.^ « r..wzw+.M y, i "vs,`." .-xvpvav -- Colliers is one of the largest providers in the world. Colliers is a publicly traded, globally diversified real estate services company, headquartered in Toronto, with over 23K employees in 70 countries, $100B in managed assets, and $4.9B in revenue (NASDAQ, TSX: CIGI). We provide a broad spectrum of integrated services for real estate owners, investors, and occupiers - including transaction & advisory services, brokerage, debt & equity, investment sales, and property, project, and investment management. Colliers International North Texas, LLC, Dallas TX Texas Tax ID Number 141-2227433 +70 professionals providing expert Real Estate and Advisory & Transaction services for +21 years (Not a M/WBE or Small business) Daniel Taylor, Executive Managing Director 1717 McKinney Avenue, Suite 900 , Dallas, TX 75202 I (214) 692-1100 Colliers, Houston TX +100 professionals Providing Local Transaction Expertise & Market Research Barkley Peschel, Principal & Director, Executive Vice President, 101 Second Street, 11th Floor, San Francisco, CA 94105 Primary Contact Patrick Daniels Babilonia, SVP I Advisory & Transactions MBA,Arch, CSCP, SLCR, MCRw, LEED AP BD+C & O+M, CCCA, CDT, EDAC, CFM Patrick.daniels@colliers.com, Mobile: +1 310 428 8002 1717 McKinney Ave., Suite 900 I Dallas, TX 75202 I USA Colliers 39 of 40 £..«t -*** .awry «i.a a Y i P11-1 '}t zg. ..:, Ark r - S ` 1 Colliers, "...Helping the City of Port Arthur, Cultivate Prosperity." Contact I Patrick Daniels Babilonia, Senior Vice President I Advisory&Transactions MBA, Arch, CSCP, SLCR, MCRw, LEED AP BD+C & O+M, CCCA, CDT, EDAC, CFM Mobile: +1 310 428 8002 Patrick.daniels@colliers.com 1717 McKinney Ave., Suite 900 I Dallas, TX 75202 I USA colliers.com City of %j cam_ ort rthur Colliers Texas