Documents › Board of Education, 2026-08-27

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Capital Markets Advisors' response to RFP 2025-26 R03 for financial advisory services. The submission includes firm qualifications, service scope, proposed fees and signed certifications, with a proposed $20,000 annual retainer. The proposal is source evidence of the offered terms, not by itself proof of a contract award or completed financing.

Also attached to this agenda item: CMA Croton Harmon Schools Retainer Clarification... Capital Markets Advisors 2026-2027 Bid Award, RFP 2025-26 R03 Croton Harmon CSD 8.26.26 CMA (161 KB) Fiscal Advisor RFP 2025-26 R03 Tally sheet rfp opening (73 KB)

Proposal to provide Financial Advisory Services RFP 2025-26 R03 Croton-Harmon Union Free School District, New York Submitted by: Mr. Richard Tortora President Capital Markets Advisors, LLC 11 Grace Avenue, Suite 308 Great Neck, New York 11021 516-487-9815 rtortora@capmark.org Independent Financial Advisors May 21, 2026 Ms. Denise Harrington-Cohen Assistant Superintendent for Business Croton-Harmon Union Free School District 10 Gerstein Street Croton-on-Hudson, New York 10520 Dear Denise: On behalf of Capital Markets Advisors, LLC (“CMA”), I am pleased to present our proposal to serve as Financial Advisor for the Croton-Harmon Union Free School District (the “District”). This is a role that CMA has successfully served in and enjoyed for many years. CMA possesses the experience, resources and manpower to provide all of the services required by your District. We have provided the same scope of services for 150+ school districts across New York State for over 24 years including two dozen in Westchester County. Eleven of CMA’s professional staff members have been licensed by the Municipal Securities Rulemaking Board as Series 50 Municipal Advisor Representatives and two are also licensed Municipal Principals. In 2025, CMA advised over 200 different public jurisdictions on over 300 financings. This level of market activity inures to the benefit of our clients as we are very active players in the market interacting with investors and credit rating agencies on a daily basis. CMA is also the leader among all other financial advisors in New York State to identify and successfully close on money- saving bond refinancings. CMA introduced the technique of competitively-sold refunding bonds in New York in 2002 and have done hundreds of transactions since that time saving our clients hundreds of millions of dollars. Finally, we are industry leaders in the area of lease financings and State Aid Services. Our credit rating experience and expertise are without peer in the industry. The training and experience of CMA personnel is second to none. Seven members of our staff are former bankers, and I am the only former Bond Counsel serving as a Financial Advisor to local school districts in New York State. I will serve as the point of contact for this RFP. My colleagues and I look forward to having the opportunity to continue to work with Croton- Harmon Schools. We welcome your questions and consideration of our proposal. Sincerely yours, Richard Tortora Richard Tortora President Financial Advisory Services Proposal 1 TABLE OF CONTENTS a. Transmittal Letter …………………...…………............................… 1 b. Management and Qualifications …………………………………….….. 2 i. Experience and Expertise ...………………………..………….… 2 ii. Assigned Personnel ….……………………………….…………. 3 iii. Credit Rating Experience ………………………………….…….. 5 iv. Informing Clients of Changing Market Conditions …………. 7 v. Quantitative Capabilities …………………….………….…..…... 7 vi. References …………………….…………………………………… 8 vii. Litigation ………………………………………………………..….. 9 viii. Cost Proposal ………….……………….…………………. 9 c. Appendices .………………………..….…………………….…..…… 9 Financial Advisory Services Proposal 2 b. Proposer Qualifications i. Experience and Expertise Capital Markets Advisors, LLC (“CMA”) is an independent, financial advisor headquartered on Long Island with a second office in Buffalo. For over 24 years, CMA has provided its clients with unbiased, independent financial advice in connection with the planning and financing of their capital and cash flow needs. We are not a bank or a broker-dealer nor are we affiliated with any type of financial institution, yet we possess, in house, the expertise and experience working with school districts in New York State that complements the state’s best law firms, investment banks and credit rating agencies. Over the past five years, CMA has advised over 300 different school districts and municipalities as they planned, authorized, structured, marketed, sold and closed on over 1,400 note, bond and lease financings totaling over $15 billion to fund their capital projects and cash flow needs. During this time, we also served as the Dissemination Agent to over 200 school districts and municipalities assisting them to comply with their Continuing Disclosure Obligation under SEC Rule 15c 2-12. CMA’s Strategic Consulting Group, created in 2016, advises both our school district clients and our 200+ municipal clients (counties, cities, towns and villages) on ways to streamline and improve their day-to-day operations. Our work in this area has included developing multi-year financial plans, advising on budgets, preparing compensation studies and fleet analysis, and drafting policies and procedures on a wide variety of topics including fund balances, debt management and investments. These strategic work products are held in high regard by the credit rating agencies. Our State Aid Group works closely with our school district clients, starting in the earliest stages of a capital financing, to ensure that the client maximizes and properly times its receipt of State building aid. Our highly-regarded Debt and Aid Model provides a detailed roadmap of the steps necessary to receive building aid on time to minimize the impact of debt service on a school district’s residents. Examples of recent sales in Westchester County for which CMA served as Financial Advisor follow: Issuer Debt Type Term Par Amount Closing Date Credit Rating Winning Rate Edgemont UFSD Bonds 14 yrs. $29,935,000 05/12/26 Aa1 3.10% Port Chester Village BANs 12 mos. $10,000,000 04/30/26 Aa3 2.89% Tuckahoe UFSD BANs 12 mos. $7,060,350 04/22/26 Aa2 2.40% New Rochelle City SD BANs 12 mos. $17,115,000 04/01/26 AA- 3.51% New Rochelle City SD BANs (Taxable) 12 mos. $ 5,225,000 11/05/25 AA- 4.92% Financial Advisory Services Proposal 3 ii. Personnel The CMA team for the Croton-Harmon Schools is as follows: No financial advisor in New York State offers its clients a team of professionals with more education, training, experience and expertise than can be found at CMA. Following are resumes and qualifications for the key members of the District’s CMA team. Richard Tortora, Esq. President and Principal________________________________________________________ Richard manages the firm’s Great Neck headquarters and is responsible for providing financial advisory services to numerous school districts, municipalities and agencies throughout the State of New York. As a former bond attorney, he has had extensive experience drafting bond resolutions, ordinances, indentures and district proceedings. In his 40-year career in public finance, he has been involved in bond, note and lease financings totaling over $100 billion. Richard routinely speaks at industry conferences on a variety of public finance topics and has addressed Association of School Business Officials (“ASBO”), NYS Government Finance Officers Association (“GFOA”) and NYS Association of CPAs. He has also taught at “Bond School” in New York City to individuals new to the public finance industry. Prior to co-founding CMA in 2002, Richard was a financial advisor and banker with The Bank of New York, Bond Counsel with the law firm of Hawkins, Delafield & Wood and in-house counsel at Cantor Fitzgerald Securities Corp. Richard holds a law degree from St. John’s University School of Law and a B.A. degree from Fordham University in Political Science with a concentration in Public Administration. He is a former board member of the New York State GFOA and is an active member of New York State ASBO and the National Association of Municipal Advisors (“NAMA”). Richard has been licensed by the Municipal Securities Rulemaking Board (“MSRB”) as a Municipal Principal and a Municipal Advisor Representative. He can be reached at rtortora@capmark.org and (516) 487-9815. Evan Tortora, M.A. Associate Transaction Support Phone: 516-274-4503 Fax: 516-487-2575 Rick Ganci, M.A. Exec. Vice President School Finance Expert Phone: 716-662-3910 Fax: 516-487-2575 Tom Vouzakis Vice President Lead Advisor Phone: 516-487-9818 Fax: 516-487-2575 Diana Castañeda, M.A. Vice President Credit Specialist Phone: 516-274-4504 Fax: 516-487-2575 Richard Tortora, Esq. President Engagement Principal Phone: 516-487-9815 Fax: 516-487-2575 Financial Advisory Services Proposal 4 Rick Ganci, M.A. Executive Vice President _______________________________________________________ Rick is Executive Vice President and Principal of Capital Markets Advisors, LLC. He oversees the firm’s Western New York office and serves as lead financial advisor to many of the firm’s largest clients including the cities of Buffalo and Rochester the counties of Monroe and Niagara, Buffalo and Fort Erie Public Bridge MCC, the Erie County Water MCC, Niagara Falls Water MCC, Buffalo Water Municipal MCC and over 70 villages, towns, and school districts. Over the course of his career at CMA, Rick has been involved in the issuance of over 1,700 bond, note and lease financings with a total par of over $24 billion. Prior to joining CMA, Rick was a banking officer in the treasury division of a large regional bank. While at CMA, he has developed specialized expertise advising school districts in the area of State aid. Rick completed his undergraduate work at Hobart College in Geneva, New York where he received a B.A. degree in economics and later received his master’s degree in economics from the University of Buffalo. He is a Board member of the New York State GFOA and a member of the GFOA Banking and Investment Management Committee and has presented to association members on “Best Practices in Debt Management” and Investment of Public Funds by Local Governments in New York State”. Rick has been licensed by the Municipal Securities Rulemaking Board (“MSRB”) as a Registered Principal and a Registered Municipal Advisor Representative. He lives with his wife and children in Buffalo. He can be reached at (716) 662-2910 and rganci@capmark.org. Diana Castañeda, M.A. Vice President _______________________________________________________________ Diana is one of CMA’s two, in-house credit experts. She joined CMA with a 20-year background in public finance in New York State. Diana started her career at Moody’s Investors Service where she worked for 6 years as a credit analyst. She next moved to Assured Guaranty, the nation’s largest municipal bond insurer where she worked for two years. Prior to joining CMA, she was a Vice President at The Bank of New York where she worked in the Public Finance, Capital Markets and Derivatives Groups. Diana is an active member of the NYS ASBO, GFOA and MAGNY. She completed her undergraduate work at the University of Massachusetts at Amherst and obtained a master’s degree from NYU. She is a licensed Series 50 Municipal Advisor Representative. She works in Financial Advisory Services Proposal 5 the firm’s headquarters office and can be reached at dastaneda@capmark.org and (516) 274- 4504. Diana is fluent in both Spanish and English. Tom Vouzakis Vice President________________________________________________________________ Tom is the day-to-day lead contact for many of CMA’s clients in Westchester County. He has expertise in preparing debt schedules and financial models and provides analysis to support multi- year financial plans. His client assignments have included, to date, towns of Ramapo, and Eastchester and city of New Richelle, village of Scarsdale and schools in Croton-Harmon and Haldane. Tom has a B.S. degree in Finance from NYU’s Stern School of Business. He interned for CMA during the summers of 2010, 2011 and 2012 before joining the firm full time as an analyst in 2014. He is a licensed Series 50 Municipal Advisor Representative. He can be reached at (tel.) 516- 487-9818, (fax) 516-487-2575 and tvousakis@capmark.org. Evan Tortora, M.A. Associate ___________________________________________________________________ Evan provides analytical and documentary support to CMA’s clients statewide. He assists with sales and closings, prepares cash flow analysis and identifies many of the firm’s bond refinancing opportunities. Evan has a B.A. in Finance from Fordham University and a M.A. in Management from Georgetown University. He can be reached at etortora@capmark.org and (516) 274-4503. iii. Experience with Credit Rating Agencies CMA maintains close and frequent ties with each of the three major rating agencies: Moody’s Investors Service, Inc., S & P Global and Fitch Ratings, Inc. Over the past 5 years alone, the CMA team acted as advisor for over 1,400 bond and note issues, securing credit ratings for most of the bond issues and many of the larger note issues. This large volume of financings gives us the necessary insight to help our clients present the best and most complete information for the Financial Advisory Services Proposal 6 agencies’ consideration and gives the CMA team a familiarity with the rating agencies, their relative perspective, and their personnel. We are able to anticipate rating agency questions and concerns, and we actively prepare our clients to address those issues, if and when they arise. CMA Vice President Diana Castañeda, was a credit analyst at Moody’s for 6 years before joining CMA in 2019. The CMA approach with the rating agencies is simple: straightforward and proactive. We encourage clients to initiate a dialogue with the rating agencies, outside of a bond or note sale process. CMA makes certain that the rating agencies are aware of new developments as they arise. We provide financial updates on a regular basis and have hosted rating presentations in our offices as well as at client locations, as necessary. We believe strongly in the use of rating agency presentation booklets to present statistical information–including economic and demographic data–to illustrate trends in financial performance, debt levels, and assessed valuations, among others. We often host rating presentations at our Great Neck headquarters as well as at the clients’ office when we believe a site visit may be helpful to secure the highest rating. CMA has had great success with the credit rating agencies over the past decade. During that time, we have assisted the following jurisdictions get upgraded to the Aaa level, the highest available rating category: towns of Babylon, East Hampton, Islip and North Hempstead, Hewlett- Woodmere Schools and Garden City Schools. In fact, CMA has represented most of the approximately two dozen, triple-A rated jurisdictions in New York State. As further evidence of our strong relationship with Moody’s Investors Service, we note that twice in 2016 and again in 2018, CMA President Richard Tortora was invited by Moody’s Investors Service to make presentations to its staff from around the country on The Role of an Independent Financial Advisor and Interactions Between Clients and the Rating Agencies. The rating agencies respect CMA’s honest and proactive approach in our dealings with them on behalf of our clients. Maintaining good relations with CMA is in their best interest as well as our own and our clients’. A copy of a recent credit rating presentation prepared by CMA is attached. vi. Keeping Clients Informed of Changing Market Conditions Monthly Newsletter CMA writes and circulates a monthly newsletter, CMA’s Capital Markets News, to help keep its clients abreast of the latest developments in public finance that could affect them. In addition to providing one or two articles on industry-related topics of interest, each Financial Advisory Services Proposal 7 newsletter provides a select listing of sales results for CMA clients from the prior month, as well as interest rates as of the first business day of the month, rates from one month earlier and rates from 12 months earlier. Interest rate scales are provided for Aaa, Aa, A and Baa-rated credits. Special Bulletins As necessitated by significant market developments, CMA writes and circulates Special Bulletins, to quickly and timely alert our clients to events that they need to know about that could affect their cost of capital and market access. In the past, bulletin topics have included looming deadlines for ARPA filings, bank failures and changes in DTC policies. Bonds 101 CMA regularly conducts Bonds 101 presentations (for no charge) for its clients at their offices or ours during which CMA professionals discuss a variety of topics including the roles of market participants, the credit rating process, credit enhancement, lease financing, interest rate trends and other related topics. We believe our clients should be knowledgeable about market conditions and evolving trends since they are viewed as experts by members of their community. v. In-House Quantitative Capabilities In-house quantitative abilities are essential for a financial advisory firm if it is to accurately and thoroughly analyze proposals submitted by investment bankers on behalf of its clients. CMA is widely regarded as having the best quantitative skills of all advisors working with school districts in New York State as evidenced by our innovations and “firsts” (i.e. competitive refundings, Matched Investments, funding escrows, investing bond proceeds, etc.). We routinely review banking proposals submitted to our clients in connection with advance refundings and asset securitization. These proposals also often use sophisticated derivative products such as interest rate swaps and forward delivery bonds. More than half of CMA’s employees, including Principals Richard Tortora and Rick Ganci, Managing Director Margaret Guarino, Senior Vice President Janet Morley and Vice Presidents Diana Castañeda and Tom Vousakis and Assistant Vice President Madeline Reid are former bankers. No other advisory firm in New York State can boast such an experienced team. In addition, CMA President Richard Tortora is the only former Bond Attorney serving as a financial advisor to school districts in New York State and is well versed in NYS Local Finance Law and the NYS Comptroller’s regulations. The skills and experiences acquired in these former roles enable CMA to analyze proposals in greater depth and with more insight than any other advisor. Using Munex Financial Advisory Services Proposal 8 and Excel software, CMA’s professionals have the sophistication to construct complex structuring models, and verify, in-house, the accuracy and completeness of proposals submitted to our clients. We are also the leading advisor in New York State to identify and successfully transact money saving, refunding bond issues and lease refinancing opportunities. CMA introduced the concept of competitively sold advance refundings for local municipalities and school districts in New York State in 2002 selling the first competitively- sold refunding bonds for with East Rockaway Schools. We were able to do this in part because of our intimate knowledge of the New York State Local Finance Law. Prior to that time, all refunding bond issues in New York State were sold via negotiation after the issuer hired an underwriter. For issuers of general obligation debt with high, investment-grade ratings, the competitive sale of debt will always result in lower interest rates and lower costs of issuance. Competitively-sold refundings move more quickly than negotiated deals eliminating much market risk (that rates will rise) since there is no RFP process, no underwriter’s counsel involved and the review process with the NYS Comptroller is greatly simplified. Since 2002, CMA has advised over 200 different school districts and municipalities on hundreds of competitively–sold refunding bond issues. We have received consistent praise from the NYS Comptroller’s office and other market participants for this groundbreaking innovation. CMA also “dual tracks” the investment of refunding bond proceeds to capitalize on the opportunity to generate additional savings for our clients by investing in open market Treasury portfolios rather than State and Local Government Series (SLuGS). Our creativity routinely saves our clients money. vi. References We encourage you to contact the following individuals from school districts in New York State where CMA has worked for over 20 years in your evaluation of our proposal. For each of these clients, CMA has assisted with bond and note financings, provided State Aid assistance, credit rating services and Continuing Disclosure. White Plains City School District Dr. Ann Vacarro-Teich, CPA Asst. Superintendent for Business 5 Homeside Lane White Plains, New York 10605 914-422-2064 annvaccaroteich@wpcsd.k12.ny.us Irvington School District Ms. Carol Stein Assistant Superintendent for Business 6 Dows Lane Irvington, New York 10533 914-591-9780 Carol.stein@irvingtonschools.org Financial Advisory Services Proposal 9 Hendrick-Hudson School District Ms. Jill Figarella Assistant Superintendent for Business 61 Trolley Road Montrose, New York 10548 914-257-5132 jill.figarella@henhudschools.org Union Free School District of the Tarrytowns Mr. Brian Fried Assistant Superintendent for Business 200 North Broadway Sleepy Hollow, New York 10591 914-631-9401 bfried@tufsd.org vii. Litigation CMA is not involved in any pending litigation. On December 26, 2024, CMA successfully resolved the only regulatory matter in its 24-year history when the SEC dismissed with prejudice all charges against the firm that related to a revenue anticipation note issued by the City of Rochester in August 2019. A case that is “dismissed with prejudice” is over and done with, once and for all, and can't be brought back to court. We were gratified that the SEC recognized that a full dismissal with prejudice of that claim was the right result. To achieve a full settlement, we agreed to pay a fine concerning the SEC’s charge that we did not comply with MSRB Rule G-42 when, like many other Municipal Advisors, we did not affirmatively tell our clients that every time we agreed to be paid on a contingent basis (for example, upon the closing of a financing), that such compensation arrangements always create a material conflict of interest between the firm and the client. We sincerely believed that contingent fee arrangements, which are very common and perfectly legal, did not automatically create such a conflict. We corrected our disclosure language are in full compliance with all SEC and MSRB rules and regulations. c. Cost Proposal CMA proposes the following two options as compensation for its services: Service Years 1 and 2 2026-27 & 2027-28 Years 3, 4 and 5 2028-29, 2029-30 & 2030-31 Bond Issues (per issuance) $8,500 base + $0.50 per $1,000 bonds issued over $3 million $8,650 base + $0.52 per $1,000 bonds issued over $3 million Note Issues (per issuance/sale) $4,900 base + $0.25 per $1,000 notes issued over $3 million $5,000 base + $0.25 per $1,000 notes issued over $3 million Capital Leases (per transaction $6,250 base + $0.50 per $1,000 $6,250 base + $0.50 per $1,000 Continuing Disclosure (annual)* $2,200 $2,300 Hourly Rate (other services $195 $200 *Including Material Events OR • An annual retainer of twenty thousand ($20,000) dollars paid quarterly on the 15th of September, December, March and June, each year, in the amount of five thousand ($5,000) dollars for all bond, note and lease financings and Continuing Disclosure. The retainer does not include special projects, such as State aid assistance. Financial Advisory Services Proposal 10 CMA will not bill the District for its out-of-pocket expenses. The contents of this proposal are valid for 90 days. d. Appendices A copy of a recent credit rating presentation prepared by CMA is attached. This document should be deemed a confidential work product and should not be shared with third parties. END OF PROPOSAL FORM OF PROPOSAL The District requests that the Proposers respond to all sections in this Form of Proposal. ; PROPOSING FIRM ‘? Firm Name Caprtal M arkests Advisors ) LLO6 Address /( Gface Ave, #304 Grent Weck J ¥/. (402/ Telephone Fax Slo 1d4-G9Hi CO / S/b- LE I-aSFS — Company Web Address Www. Capmar kK. ara Lia al , Contact E-mail Address PTOPTCLA OC C APMAL K.or A\ Printed Name of Responding Partner P<i carol | @r ter Cn Authorized Partner Signature LE, VZ 4d Service Category Yearl Year2 Year3 Year4 Year5_ Please tind the Cost Proposal on the next page. Capital Leases (per transaction) S$ = $$ SS So Hourly Rate (other services) S$ | $ $ Ss 8 *Including required Material Event Notices with the MSRB (EMMA). PART 2-FEE COST PROPOSAL A. The District is seeking rates for services above, but not limited to those prescribed in the scope of work contained in this RFP. Proposed rates are to be all inclusive of clerical support, paralegal service or partner. There are no additional charges allowed under this contract (i.e., mileage, tolls, telephone calls, etc.) B. Proposer may include any relevant services or products that will be provided to the District which is not priced in this proposal but will enhance the acquisition process. Financial Advisory Services Proposal Cost Proposal ' CMA proposes the following two options as compensation for its services: Service Years 1 and 2 Years 3,4 and 5 2026-27 & 2027-28 2028-29, 2029-30 & 2030-31 Bond Issues (per issuance) $8,500 base + $0.50 per $1,000 | $8,650 base + $0.52 per $1,000 bonds issued over $3 million bonds issued over $3 million Note Issues (per issuance/sale) | $4,900 base + $0.25 per $1,000 | $5,000 base + $0.25 per $1,000 notes issued over $3 million notes issued over $3 million Capital Leases (pertransaction | $6,250 base + $0.50 per $1,000 | $6,250 base + $0.50 per $1,000 Continuing Disclosure (annual)* | $2,200 $2,300 Hourly Rate (other services $195 $200 *Including Material Events OR e An annual retainer of twenty thousand ($20,000) dollars paid quarterly on the 15" of September, December, March and June, each year, in the amount of five thousand ($5,000) dollars for all bond, note and lease financings and Continuing Disclosure. The retainer does not include special projects, such as State aid assistance. CMA will not bill the District for its out-of-pocket expenses. The contents of this proposal are valid for 90 days. 9 Non-Collusive Affidavit By submission of this proposal, the firm certifies that the firm is complying with Section 103(d) of the General Municipal Law as follows: Statement of non-collusion in proposals to political subdivision of the state. Every bid or proposal hereinafter made to a political subdivision of the state or any public department, agency or official thereof where competition is required by statute, rule, regulation, or local law, for work or services performed or to be performed or goods sold or to be sold, shall contain the following statement subscribed by the proposer and affirmed by such proposer as true under penalties of perjury: “By submission of this proposal, each firm and each person signing on behalf of any firm certifies, and in the case of a joint proposal, each party thereto certifies as to its own organization, under penalty of perjury, that to the best of knowledge and belief: 1) The fees in this proposal have been arrived at independently without collusion, consultation, communication, or agreement, for the purpose of restricting competition, as to any matter relating to such prices with any other proposer or with any competitor; 2) Unless otherwise required by law, the fees which have been quoted in this proposal have not been knowingly disclosed by the proposer prior to opening, directly or indirectly, to any other proposer or to any competitor; and 3) No attempt has been made or will be made by the proposer to induce any other person, partnership, or corporation to submit or not to submit a proposal for the purpose of restricting competition.” Name of Firm: Cy ited Markers Advi sors, Li ¢ Proposal Submitted by: kk AMAL of Ler ter — Signature: Lt Y / nF Date: S- [ é -26 BIDDER’S CERTIFICATION OF COMPLIANCE WITH IRAN DIVESTMENT ACT Pursuant to General Municipal Law §103-g, which generally prohibits the Croton-Harmon UFSD from entering into contracts with persons engaged in investment activities in the energy sector of Iran, the bidder submits the following certification: [Please Check One] By submission of this bid, each bidder and each person signing on behalf of any bidder certifies, and in the case of a joint bid each party thereto certifies as to its own organization, under penalty of perjury, that to the best of its knowledge and belief, that each bidder is not on the list created pursuant to paragraph (b) of subdivision 3 of Section 165-a of the State Finance Law. oO Iam unable to certify that my name and the name of the bidder do not appear on the list created pursuant to paragraph (b) of subdivision 3 of Section 165-a of the State Finance Law. I have attached a peg setting forth in detail why I cannot so certify. C7 rm Signature of person submitting bid Richwrd lortero, President Print Name & Title of person submitting bid £ Api tod Marked Ady sors, Lb Name of Bidder BID FORM OF DISCLOSURE A, Y oe , NAME OF BIDDER “apit al Hark tg Alvi Sos LEE Business appRESS_(/G/ace Ave. #306, Greg Meck, Wy. (102-/ — . . PHONE NUMBER__ 4 /6-4£74-9 IS The bidder above mentioned declares and certifies: First: That the said bidder is of lawful age and the only one interested in this bid and that no one other than said bidder has any interest herein. Second: That this bid is made without any previous understanding, agreement or connection with any other person, firm or corporation making a bid for the same purpose, and is in all respects fair and Third: That no member of the Board of Education of Croton-Harmon Union Free School District, Croton- on-Hudson, New York, nor any officer or employee or person whose salary is payable in whole or in part from the treasury of said Board of Education is directly or indirectly interested in this bid or in the supplies, materials, equipment, work or services to which it relates, or in any portion of the profits thereof. Fourth: That said bidder has carefully examined the instructions to bidders, schedules and specifications prepared under the direction of the Board of Education, and will, if successful in this bid, furnish and deliver at the prices bid, and within the time stated, all the materials, supplies, apparatus, goods, wares, merchandise, service or labor for which this bid is made. Fifth: That the prices quoted herein are net and exclusive of all federal, state and municipal sales and excise taxes. Sixth: That the total number of items for which prices are quoted is as listed in the enclosed attachments and the total cost thereof is also listed in those same attachments. In the event of the failure of the undersigned bidder to perform within the time stated in the schedule or purchase order, as the case may be, the bid deposit (if any) made with this bid, or so much thereof as shall be applicable to the unfilled amount of the award made to the undersigned, shall be retained by the Board of Education and the undersigned shall also be liable for and agrees to pay the Board, on demand, the difference between the prices or prices bid and the price or prices for which such items shall be subsequently purchased, less the amount available to the undersigned bidder and no bid may be withdrawn before the expiration of 60 days. A Subscribed and sworn to before me Signature of Bidder _ La /- 1, this [2 dayof_ May 2024 / s. ___— Notary Public Kon wee A Ad. Lutgr Print name signed above eR { chard (er tevc— KENNETH G KRIEGER Notary Public - State of New York No. 01KR4901084 Qualified in Nassau County My Commission Expires July 27, 2029