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19-246-36-SIEENA Inc dba Definity First Fully Executed AgreementDocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 CONTRACT NO. 19-246-36 MIA/01BEACH Procurement Deportment, 1755 Meridian Avenue, Td Floor, Miami Beach, Florida 33139, www.miamibeachfl.gov, 305-673-7490 SENT VIA E-MAIL TO: marco.kronen burg (a)definityfirst.com May 9, 2022 Marco Kronenburg Sieena, Inc d/b/a Definity First 600 B Street, Suite 300 San Diego, CA 92101 Ph: 310-455-6188 RE: NOTICE OF AWARD OF CONTRACT PURSUANT TO INVITATION TO BID (ITB) NO.2019- 246-DF, FOR PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS. Dear Mr. Kronenburg: Sieena, Inc d/b/a Definity First (the "Consultant") has submitted to the City an application, pursuant to the above referenced ITB, to be prequalified to provide services for a number of Microsoft competencies as outlined in the ITB. This letter shall serve as official notice that, on April 6, 2022, the City Manager, pursuant to Resolution 2019-31092, has approved Sieena, Inc d/b/a Definity First to be prequalified for the following competencies: -Application Development -Data Analytics -Cloud Productivity -Collaboration & Content -Data Center -Application Integration -Messaging -Cloud Platform -Enterprise Resource Planning -Windows & Devices The ITB stipulates, pursuant to Section 0200, Sub -Section 16, Binding Contract that the approval of the City Manager shall constitute a binding contract between the City and the Consultant. It is important to note that work will be awarded pursuant to the roadmap established in Section 5 of the ITB, and no services may be performed until such time as the City has issued a Purchase Order for the desired scope of work. If you have any questions regarding this letter of notification of award, you may contact Valerie Velez, Contract Analyst, Procurement Department, at ValerieVelez(a)miamibeachfl.gov or at 305-673-7490 ext. 26905. Otherwise, all other questions should be addressed to the Contract Manager for this contract, Frank Quintana, Information Technology Department, at Fran kQuintana(a)miamibeachfl.gov or 305-673-7000 ext. 26150. T K gffi�,ed by: �bgKI,g69EE4CD IK U's Alex .. Director Procurement Department A ,DS D �(S��N�( KB ME We are committed to providing excellent public service and safety to all who live, work, and play in our vibrant, tropical, historic community. 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MHEISEb2' fps bLocnLswsuf DsbBll:wsUf 122nsq plq UOf!Cs2 TO 44'8441 cowbsuls2 IHCOl6 UylED: .� 'ate •; � JSSJSGI E' eLSUSgo' CIfA CIGLK s �d V11E21: eGIPGL' VqSao 7 LOU EXEcniiom EOuW z Fyi4envoe dbbbOnED Vz io bH22ED VW D VDOblED IPP kk qSa of DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 DocuSign Envelope ID: 4410CAEC-423A-443B-B8D8-E0865FD34385 MIAMIBEACH PROCUREMENT DEPARTMENT Requested Pig yback Approval Action Award of ITQ Contract Execution Request for Contract Term Renewal Change Order Approval XXX Other: Approval Request approval from the City Manager to add, pursuant to the authority established in Resolution No. 2019-31092, Microsoft certified service providers to existing vendors pool for Microsoft professional service providers. Invitation to Bid (ITB) 2019-246-DF was issued by the City of Miami Beach, Florida (the "City") as the means for interested parties to submit applications for the City's consideration in establishing a pool of pre -qualified Microsoft certified service providers. On December 11, 2019, the Mayor and City Commission adopted Resolution No. 2019- 31092, pursuant to Invitation to Bid (ITB) No. 2019-246-DF, authorizing the Administration to keep the ITB active for the purpose of receiving additional prequalification applications from service providers, and further, authorizes the City Manager to add contractors deemed qualified to the pool, provided the additional contractors meet the requirements of the ITB. The Procurement Department has received an additional six (6) responsive and responsible applications pursuant to the ITB from: 1) Sienna Inc d/b/a Definite First; 2) Kiefer Consulting, Inc; 3) ShareSguared. Inc.; 4) Spruce Technology, Inc.; 5) ECF Data LLC; and 6) System Soft Technologies LLC. The Procurement and Information Technology (IT) Departments have determined that the additional six (6) service providers are qualified and meet the requirements established in the ITB. This items seeks the City Manager's approval, pursuant to authority established in Resolution 2021-31585, to add the aforementioned firms to the pool of prequalified firms for Microsoft products. In accordance with Resolution 2019-31092, which authorizes the City Manager to keep the ITB active for the purpose of prequalifying additional contractors; and to add new (or remove for non-performance) contractors to the pool, provided such added contractors meet the requirements of the ITB. 12/11/2019-12/10/2022 Attachment A: Resolution 2019-31092 ATH I MT I AD I KB I DF E DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 DocuSign Envelope ID: 4410CAEC423A-443B-B8D8-E0865FD34385 ATTACHMENT A Application Development 1. Centric Consulting, LLC 2. Smartek 21, LLC 3. Tallan, Inc. 4. Computer Solutions East Inc. 5. Daruma Tech, LLC 6. Powersoly, Inc 7. Netwise USA, Inc. 8. Catapult Systems, LLC' 9. Digital Mobile Innovations, LLC' 10. Nagarro Inc.' 11. CDW Government LLC' 12. Momentum Consulting Group Corp' 13. SVAM International Inc.' 14. Navisite LLC' 15. Nihilent Inc' 16. Crayon Software Experts, LLC' 17. Arctic Information Technology, Inc' 18. Cambay Digital' 19. Fulcrum Digital' 20. OnActuate Consultant' 21. Golden Five LLC' 22. Sienna Inc d/b/a Definity First3 23. Kiefer Consulting, Inc' 24. Spruce Technology, Inca 25. System Soft Technologies LLC3 Application Integration 1. Tallan, Inc. 2. Catapult Systems, LLC' 3. CCS Global Tech' 4. Softchoice Corporation' 5. CDW Government LLC' 6. Navisite LLC' 7. Nihilent Inc' 8. CCS Global Tech' 9. Arctic Information Technology, Inc' 10. Cambay Digital' 11. Fulcrum Digital' 12. Sienna Inc d/b/a Definity First' Cloud Business Application (PC Only) N/A Cloud Customer Relationship Management (CRM) N/A Cloud Platform 1. Centric Consulting, LLC 2. Tallan, Inc. 3. Forsyte IT Solutions, LLC 4. Cloud Navigator, Inc. 5. eMazzanti Technologies 6. Computer Solutions East Inc. 7. Catapult Systems, LLC' 8. Digital Mobile Innovations, LLC' 9. Nagarro Inc' 10. Softchoice Corporation' 11. CDW Government LLC' 12. SVAM International Inc.' 13. Communication Square' 14. Navisite LLC' 15. Nihilent Inc' 16. Crayon Software Experts, LLC' 17. Cambay Digital' 18. Sienna Inc d/b/a Definity First3 19. Kiefer Consulting, Inca 20. ShareSquared, Inca 21. System Soft Technologies LLC3 22. ECF Data LLC3 Cloud Productivity 1. Centric Consulting, LLC 2. Tallan, Inc. 3. Cloud Navigator, Inc. 4. Computer Solutions East Inc. 5. Forsyte IT Solutions, LLC 6. Catapult Systems, LLC' 7. TechHouse' 8. CDW Government LLC' 9. Communication Square' 10. Navisite LLC' 11. Nihilent Inc' 12. Crayon Software Experts, LLCZ 13. Arctic Information Technology, Inc' 14. Golden Five LLC' 15. Sienna Inc d/b/a Definity First3 16. Kiefer Consulting, Inca 17. ShareSquared, Inca 18. ECF Data LLC3 Collaboration and Content 1. Centric Consulting, LLC 2. Smartek 21, LLC 3. Tallan, Inc. 4. Cloud Navigator, Inc. 5. Computer Solutions East Inc. 6. Powersoly, Inc 7. Catapult Systems, LLC' DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 DocuSign Envelope ID: 4410CAEC-423A-443B-B8D8-E0865FD34385 ATTACHMENT A 8. Digital Mobile Innovations' 9. Naga rro Inc.' 10. Softchoice Corporation' 11. CDW Government LLCZ 12. SVAM International Inc.' 13. Nihilent Incz 14. Crayon Software Experts, LLCZ 15. Arctic Information Technology, Incz 16. Cambay Digital' 17. Golden Five LLCZ 18. Sienna Inc d/b/a Definity First' 19. Kiefer Consulting, Inc' 20. ShareSquared, Inc' 21. Spruce Technology, Inc' 22. ECF Data LLC' Communication 1. CDW Government LLCZ 2. Crayon Software Experts, LLCZ 3. Cambay DigitalZ 4. ECF Data LLC' Data Analytics 1. Centric Consulting, LLC 2. Smartek 21, LLC 3. Tallan, Inc. 4. C2S Technologies Inc S. Catapult Systems, LLC' 6. CCS Global Tech' 7. Digital Mobile Innovations, LLC' 8. INVID' 9. Softchoice Corporation' 10. CDW Government LLCZ 11. SVAM International Inc.' 12. Communication Square 13. Navisite LLCZ 14. Nihilent InCZ 15. Crayon Software Experts, LLCZ 16. Arctic Information Technology, Inc' 17. Sienna Inc d/b/a Definity First' 18. Kiefer Consulting, Inc' 19. System Soft Technologies LLC' Data Platform 1. Persepta LLC 2. Tallan, Inc. 3. Catapult Systems, LLC' 4. CCS Global Tech' 5. Digital Mobile Innovations, LLC' 6. INVID' 7. Softchoice Corporation' 8. Navisite LLC' 9. Nihilent Incz 10. Crayon Software Experts, LLC' 11. Golden Five LLCZ 12. System Soft Technologies LLC' Data Center 1. Centric Consulting, LLC 2. Smartek 21, LLC 3. Tallan, Inc. 4. Forsyte IT Solutions, LLC 5. Cloud Navigator, Inc. 6. Computer Solutions East Inc. 7. Powersoly, Inc 8. Catapult Systems, LLC' 9. CCS Global Tech' 10. Digital Mobile Innovations, LLC' 11. Softchoice Corporation' 12. CDW Government LLCZ 13. Communication Square 14. Navisite LLCZ 15. Nihilent Incz 16. Crayon Software Experts, LLC' 17. Arctic Information Technology, InCZ 18. Cambay DigitalZ 19. Golden Five LLCZ 20. Sienna Inc d/b/a Definity First' 21. Kiefer Consulting, Inc' 22. ShareSquared, Inc' Dev Ops 1. Tallan, Inc. 2. Catapult Systems, LLC' 3. CDW Government LLCZ 4. Crayon Software Experts, LLCZ Enterprise Mobility Management 1. Cloud Navigator, Inc. 2. Forsyte IT Solutions, LLC 3. Catapult Systems, LLC' 4. Softchoice Corporation' 5. CDW Government LLCZ 6. Navisite LLCZ 7. OnActuate Consultant' Enterprise Resource Planning 1. Centric Consulting, LLC 2. Axtegrity Consulting LLC 3. Crayon Software Experts, LLCZ 4. Arctic Information Technology, Incz 5. Sienna Inc d/b/a Definity First' Learning N/A DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 DocuSign Envelope ID: 4410CAEC-423A-443B-B8D8-E0865FD34385 ATTACHMENT A Messaging 1. Computer Solutions East Inc. 2. Catapult Systems, LLCZ 3. Nagarro Inc. 1 4. Softchoice Corporation' 5. CDW Government LLC' 6. Crayon Software Experts, LLC' 7. Golden Five LLC' 8. Sienna Inc d/b/a Definity First' 9. ECF Data LLC' Project and Portfolio Management 1. Projility, Inc' 2. Nihilent Inc' 3. Crayon Software Experts, LLCz 4. CCS Global Tech' 5. Cambay Digital' Small and Midmarket Cloud Solutions 1. Computer Solutions East Inc. 2. Softchoice Corporation' 3. TechHousel 4. CDW Government LLC' 5. Navisite LLC' 6. ECF Data LLC' Windows and Devices 1. Forsyte IT Solutions, LLC 2. DGR Systems, LLC 3. Computer Solutions East Inc. 4. Catapult Systems, LLCZ 5. CCS Global Tech' 6. Softchoice Corporation' 7. CDW Government LLC' 8. Communication Square' 9. Arctic Information Technology, Inc' 10. Golden Five LLC' 11. Sienna Inc d/b/a Definity First' 12. ECF Data LLC3 'Added through CM Approval No. 2020-099-DF 'Added through CM Approval No. 2021-325-DF 3 Added through CM Approval No. 2022-338-DF DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 ATTACHMENT B ADDENDA AND ITB SOLICITATION DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 MIAMIBEACH PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 www.miamibeachfl.gov ADDENDUM NO.4 INVITATION TO BID (ITB) 2019-246-DF PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS Dacember 18, 2020 This Addendum to the above -referenced ITB is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The ITB is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). CLARIFICATIONS. Firms interested in being consider for inclusion to the pool of prequalified firms, must submit the Consultant Prequalification Application ("Appendix A"), fully completed and executed, via email to the addresses below. Hardcopies of the application will not be accepted, nor will applications be accepted through BidSync. Email applications to: DannyFlores(@_miamibeachfi.gov with a copy to kristybada miamibeach.gov Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(a.miamibeachfl.gov Procurement Contact: Telephone: Email: Danny Flores 305-673-7000, ext.26652 DannyFlores@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your ITB submission. incerel Al Denis Procurement Director 1 ADDENDUM NO. 3 ITB 2019-246-DF PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 MIAMIBEACH PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3,d Floor Miami Beach, Florida 33139 www.miamibeachfl.gov ADDENDUM NO.3 INVITATION TO BID (ITB) 2019-246-DF PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS JULY 21, 2020 This Addendum to the above -referenced ITB is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The ITB is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). CLARIFICATIONS. Firms interested in being consider for inclusion to the pool of prequalified firms, must submit the Consultant Prequalification Application ("Appendix A"), fully completed and executed, via email to the addresses below. Hardcopies of the application will not be accepted, nor will applications be accepted through BidSync. Email applications to: with a copy to kristybada(@.miamibeach.gov II. REMINDER. ITB DUE DATE AND TIME. The deadline for the receipt of applications is 3:00 PM, on Friday, December 18.2020. Late applications will not be accepted. Proposers are cautioned to plan sufficient time to allow for any delays for which the Proposer is solely responsible. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(a miamibeachfl.gov Procurement Contact: Telephone: Email: Jason Crouch 305-673-7000, ext.26694 JasonCrouch@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your ITB submission. incerel Al Denis Procurement Director ADDENDUM NO. 3 ITB 2019-246-DF PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS blSE-of1vFmcV1I0N boor EOB WICISOaO 166OEE22IObivr 2EBAICE 690AIDE92 INAI1V110N 10 BID (I18) N0. 5013-Sd@-DE 6ClOL bwboma sus 6sw!ugsq to scKuomisg86 Wcslbl of ip!2 sggsuqnw se bs4 o{ Am I1B anpw!azlou, psuu blo�sz 302-E13-1000' x'S082S Dsuu plolsz w!sw!pescpfoon bLocnLswsu; Coulscl: lslsbpous: Ewsq: UslsslFLsusgo w!swlpsscpF! TOTA' (pe sgsul!ou oy 1ps !uglnlgnsl usweq pslom' mllp s coM to fpe C!JT CI66K,2 Okl!cs sl VuT dns2l!ou2 Ls8siq!u0 1plz Vggsuqnw zponlq ps znpwglsq !u mut!u8 to 1ps b6ocrnswsul Dsbsuwsul to Vuscpweut V - IISEAI2EDI ItIrrVBrEI Vbbeuq!x V - bLednsl!l!csf!ou Vbbllcsl!ou VJaVCHWEHI(2) Fopomlu8 bs4lcnJSL2 oulT (gslsl!ouz aLs zpomu PA 2luKsipwn8p suq sgq!!!ouz SLG nugsg!usg)- b102b6C(IAe 660bo2662' oL olps� clsu0csl!ouz suq Lsn!z!ouz Iz2nsq pX tps C!4T1Ps IlB !z swsugsq !u 1ps 1p!z ygqsuqnw {o 1ps spons-Lsls6sucsq lungs{!ou-to-B!q (IIB) !2 !2znsq !u isabouzs to dnezl!ouz 16ou3 2Eb1EWBEIS JJ' S0J8 bI&E-anvrltICV1IOH boor kOld WICI602OU bISOLE2210HVr 2EISAICE bHOAIDEH2 I1B 3048-SQO-Db VDDEHDnw HO' S lef 3024�39Vd0 k0x� �8P3DPY003 bKOCf)KEWENI DE6VK1WEHI CIa of W!Owl esa<p` m2 wokiyou VnsunG' 3w LI° O W!OW PQCP' kI0990 3313d'.M Wlawlpsacpy 80n WIbWIBEVCH DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 I�990,I•�/A-, MIAMI BEACH Prequalification Application 2019-246-DF Microsoft Professional Services PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 ITB 2019-246-DF 9 WIVWIBE`dCH DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Part A - General Bidder Information. FIRM NAME: NO. OF YEARS IN BUSINESS: NO. OF YEARS IN BUSINESS LOCALLY: NO. OF EMPLOYEES: OTHER NAME(S) BIDDER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS (HEADQUARTERS): CITY: STATE: ZIP CODE: TELEPHONE NO.: TOLL FREE NO.: FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: ACCOUNT REP TELEPHONE NO.: ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: FEDERAL TAX IDENTIFICATION NO.: nCANT FIRM IS: / —]SOLE PROPRIETORSHIP I []OTHER (If other, CORPORATION / ❑PARTNERSHIP specify: Part B - Category of Work. Provide checkmark on at least one (1) of the following Microsoft competencies for which the bidder is a Microsoft Gold partner. Submit documentation for all that apply. Competency Application Development Application Integration Q Q Competency Data Center Dev Ops Enterprise Mobility Management Q Cloud Business Application (PC Only) Cloud Customer Relationship Management (CRM) Enterprise Resource Planning 0 Cloud Platform Learning Q Cloud Productivity 0 Messaging Q Collaboration and Content Q Project and Portfolio Management Communication Small and Midmarket Cloud Solutions Q Data Analytics Q Windows and Devices Q Data Platform ITB 2019-246-DF DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Part C — Operational & Management Information. 1. Provide the names of each owner (stockholder, sole proprietor, and partner), director, or officer of the company, neiow. sunmit aaaitionai names on a separate sneet it re uirea. Owner Ownership percentage I Directorship/Office type 2. Provide three (3) projects similar in size and scope (e.g. Microsoft -related services that the applicant has comnleted in the last five (5) vears. Project Description of Work Project Reference Name: Email: elephone: Name: Email: Telephone: Name: Email: Telephone: 3. Has the applicant company's certifications) been revoked during the last five (5) years? = YES = NO If yes, why? 4. Have any owners, directors, officers, or agents of the applicant company had any certification revoked during the last five 5 ears? 0 YES NO If yes, why? 5. Is the applicant company currently barred by a governmental agency, from bidding work as a prime or subconsultant? = YES NO If yes, state debarment period and the reason(s) for debarment? ITB 2019-246-DF 12 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 6. Has the applicant company or any of its owners, directors, officers, or agents been convicted of a crime or had a claim that was filed in a court and mediated or arbitrated during the last five (5) years? 0 YES NO If yes, why? 7. Is an affiliate of the applicant company prequalified by the City of Miami Beach to bid on work? = YES = NO If yes, state the name of the affiliate? 8. Is the applicant company a parent, subsidiary, or holding company for another company? YES ICI NO If the answer is "yes," identify the company and type of relationship(s), below: Company Type of affiliation (parent or subsidiary) Period of affiliation 9. Is an owner, director, officer, or agent of the applicant company affiliated with another company? 0 YES 0 NO If the answer is "yes," provide the following information for each individual and the affiliated company. Individual's name Affiliated company's name Period of affiliation Type of affiliation (e.g. officer, director, owner or employee) 10. Is the applicant company currently the debtor in a bankruptcy case or file for bankruptcy during the last five (5) years? 0 YES 0 NO If yes, explain and attach, as applicable, the relevant case and court documents, including (but not limited to): the original petition, including the case number and the date that the petition was filed; a copy of the ITB 2019-246-DF 13 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 bankruptcy court's discharge order, and any other document that ended the case, if no discharge order was issued. 11. Has any owner, director, officer, or agent for the applicant company, or has any business organization in which any such person was an owner, director, officer, or agent filed for or been discharged in bankruptc within the past five 5) years? YES 0 NO If yes, explain and attach a copy of the discharge order, order confirming plan and if a Corporate Chapter 7 case, a copy of the notice of commencement. 12. Has any owner, director, officer, or agent of the applicant company owned or managed a company under any other name in the last five (5) years? = YES = NO If yes, explain. 13. Has the applicant company been assessed or paid any fines on any project during the past five (5) years, whether the project was ublicly or priEYNO wned? WM YES If yes, explain. 14. Are there currently any liens, suits, or judgments of record pending against any owner, director, officer, or agent for the company that is related to the business activities of a business organization? = YES NO If yes, explain. ITB 2019-246-DF 14 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 15. Has the applicant company or any of its owners, officers, or partners ever been convicted (criminal) or found liable (civil) for making either a false claim or material misrepresentation to any public agency or entity? If yes, explain. 16. Has the applicant company or any of its owners, officers, or partners ever been convicted of any a federal or state crime? ® YES NO If yes, explain. 17. Is any officer, director, employee or agent, or immediate family member (spouse, parent, sibling, and child) of any officer, director, emplo ee or agent, an employee of the City of Miami Beach? E5 YES ® NO If yes, state name, title and share of ownership Name Title Share % of Ownership 18. Has the applicant, or any officer, director, employee or agent, contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach? = YES NO If yes, provide details. 19. Pursuant to City Resolution No.2000-23879, each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics ("Code"). Does the applicant maintain a corporate code of business ethics? = YES NO 19a. If yes, attach. If no, will the applicant accept the City's code of ethics (available at available at http://www.miamibeachfi.gov/city-hall/procurement/procurement-related-ordinance-and- procedures)? YES M NO 20. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business ITB 2019-246-DF 15 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a) of the City Code, including the blacklisting, divesting from, or otherwise refusing to deal with a person or entity when such action is based on race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital or familial status, age or disability. Does the applicant agree to be com I with this prohibition? YES = NO 21. Is the applicant a small business concern owned and controlled by a veteran(s) (certified by the State of Florida Department of Management Services or a service -disabled veteran business enterprise (certified by the United States Department of Veterans Affairs). = YES = NO Certifying Agency Certification Type 22. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida prohibits the purchase of goods or services sourced in North Carolina and Mississippi. Are any of the products for which the bidder is seeking to be prequalified sourced in North Carolina or Mississippi? = YES Q NO If yes, which brands. 23. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. Purchases hereunder are subject to the requirements of Equal Benefits for Domestic Partners Ordinance 2005- 3494 that requires bidders with more than 51 employees and City volume greater than $100,000 to provide "Equal Benefits" to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a bidder who works within the City limits of the City of Miami Beach, Florida; and the Consultant's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? Q YES Q NO B. Does your company provide or offer access to any benefits to employees with (same or opposite sex) domestic partners* or to domestic partners of em to ees? = YES F NO C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave; other benefits are provided directly to the spouse or domestic partner, such as medical insurance. BENEFIT Company Provides Company Provides Company does not for Employees with for Employees with Provide Benefit ITB 2019-246-DF 16 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave 23. Fair Chance Requirement. Bidder certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance, pursuant to Section 2-376 of the City Code. Bidder agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement, in addition to any damages that may be available at law and in equity. Failure to agree shall result in proposal disqualification. = YES = NO APPLICANT AFFIDAVIT The undersigned agrees that s/he: 1) is a principal of the applicant duly authorized to execute the foregoing Consultant Prequalification Certification Application, and that the contents of said document(s) are complete, true, and correct to the best of his/her knowledge and belief; 2) s/ certifies that the application and supporting documents include all of the material information necessary to validate the status of the company for prequalification purposes; 3) s/ shall notify the Procurement Department within fifteen (15) days and provide a notarized statement whenever a change occurs in the ownership, management, or financial condition of the company. Further, any prequalification applicant, including its principal(s), director(s), and any affiliate, who is a party to any misrepresentation to obtain business or contracts with the City of Miami Beach shall be declared delinquent and have its certificate suspended or revoked and will be subject to debarment and any other penalties prescribed by law. The undersigned affirms that the applicant agrees: 1) to complete and unconditional acceptance of the terms and conditions of this document, inclusive of attachments, exhibits and appendices and the contents of any Addenda released hereto; 2) that it has not colluded, nor will collude, with any other applicant; 3) that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; 4) that all responses, data and information contained in the proposal are true and accurate. Name: Title (must be a principal of the applicant): Signature: Date: ITB 2019-246-DF 17 J Ib9E-onv IEIC` iI0W b00F L09 WIC9020E1 bgOEE22100VF 2E9AICE b90AIDE92 IWAIiViI0W 10 BID (I1B) W0' 50Aa-5,lc-DE VDDEMDnw wo, J VS: ip12 p!q !2 lu fsugsq Joy. 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ISEAI210VI(2) yffgcNwsuf v - lurrverEl Vbbsugix V - bLsdngli}icgfiou dbblicgfiou `d11VC H W E V11(2) tOjjOMIUa b94ICf1j512 OUjX (qGlGf!OU2 51.6 2POMlJ PA 2fLIK6fpLOflap 5Uq Sgqlf101J2 5L6 f1Ug61.I1U6q)' bLoabscfins bLoboa6La' Ol O(P61 Cj9LItIC9fI0tJ2 SIJq L6AI21O1J2 122f16q pA fpG CIfA' 1P6 11B 12 51JJ6Ug6C{ IU fpG 1p12 VCjg6lJqfllJJ jO fpG 9p0A6-L6t6L6UC6Cj JUAIfSfIOIJ-fO-BIq (IjB) 12 122f16Cj IU L62bO1J26 f0 CIf162f1O1J2 tI.O11J 2Eb1EWBEK 4 0' 504 a bl&E-onvrmCV11OVl bOOr FOES WICKO2OE1 bl&OEE221OV1dr 2EISAICE bKOAlDEl&2 118 504a-51(?-DE VDDEADnw VIO' 4 lal: 302-9�,3-�,160 Lax: �,89-361-1005 bKocnKEWEVli DEb`dbiWEOi C!tX at W!auuw! g®acN` J �,22 WsLiq!au Vnsun6` 3,9 L100C Wiawi peace` LJOUga 33 j 3a' nnnnM'WlaWlpeacp[l•aon bgE-ondFIEIC`d110V1 b00F E09 WIC9020k1 bg0EE22100VF 2E9AICE b90AIDE92 IAAliViI0 l 10 BID (I1B) A0" 50J 8-5,le-DE S VDDEMDnw WO' J b ocnLs sub piLscfoL V6Xp6�2 21 C L6I�' bL0602GL2 SLG LGWiugGq P SCKuOMIGgaG LGCGibf 0t fp12 SggGuqnw g2 b94 Ot NOnL 11B 2npWI2210u' DSUUA LJOL62 302-el3-A00' X'5ee25 pSUU LjOL62 WigWipescptl' on bl.00f1L6lJJ6Uf COlJfSCf: 16j6bp0U6: EI1.J51l: [:�StSGIOLguggO(gwISWIpGSCptl- on' fpG g f f Gu f !ou Ot fpG !uq!n!gnsi uSWGq pGIOM' Ml f p S CObA fo fpG C!fA CIGLK,2 Ott!CG S f yuA dnG2f!Ou2 LGaSLq!ua fp12 VggGuqrlW 2ponlq PG 2npwlf fGq !u MLif!ua fO fpG bLOCnLGWGuf DGb94WGuf fO di: 000 lu g AGSL fpLonap Cou fLgCf2 fo bLG-dngl!t!Gq nGugOL2� ()J: CSu fpG C!fX bLOnigG IutOLWgf!Ou Ou fpG SbbLOX' nOInWG Ot pn21uG22 fpGA GXbGCf fO gMgLq d0: 266 LGabou2s fo (5nsa fiou j? gpons' 3 219fG2 fpGLG 12 u0 gGSgl!uG tOL 2npWlffgl' bIG52G CISLItA MpICp 12 gbbl!csplG' Sbbl!CSf!ou' ba 5 2fgfG2 B!q Euq DgfG: 2Gb J 1' 50A a Sf 3.00 bud El MpGLG92 ou ba J 3 2GCf!ou 0e: /\AG nnoniq I!KG fo nugGL2fguq !t fpGLG 12 g gGSgl!uG tOL 2npWI2210u of bLGdngl!t!Cgf!ou Vggi fiougl bLednglll!sq L!LW2 fo p6 dggsq fo bool' 01 fPG I1B' V2: blsg26 LGJG . f0 2scflou OJ 00 - eGUGLSJl JUJOLWgfiou g 2cobs 01 MOLK' 2GCfiou 44 pgLq cobN 2Guf onf \ gGl!nGLGq' Non SIl uGGq S 2lauGq pSLq CobA' fp12 MITI 9110M n2 fO pSnG Guonap f!Wr, fO LG2bouq guq aGf fpG uGGg2 S I!ffIG p!f louaGL lu OLgGL fO aGf OnL 2GLnICG2 fGSW GuaSaGq tOL P2 Kluq 0t [�Lb Suq 21uCG 02: AA!ll Non 911 PG gplG fO bLOnIgG Su GXfGu210u tOL fp!2 LjLb P fpG SOfp OL 53Lq, OnL plq fG9W brMgLq!ua MOLK' 01 fPG IlB' Nfl: b16926 LGjGL fO 2GCfiou OJ 00 - CGUGL91 JUJOLWgflou if 2cobs 01 MOLK' 2GCf!ou 2 2npwp2!ou, 0,1: Hone monlq Non bLGtGL on j bLICIua fO PG bLonlgGq fo NonS Do Non pgnG S 2 fguggLq tOLW tOL V3: bIGS26 LGjGL fo VffSICPWGUf V gpons' 02: lu su G404 P LUSKG onL p!q G92N fo LGSq' q0 Non pSnG Su GglfgplG AGL210u Ot fpG iieJ DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 I�990,I•�/A-, MIAMI BEACH Prequalification Application 2019-246-DF Microsoft Professional Services PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 ITB 2019-246-DF 9 WIVWIBE`dCH DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Part A - General Bidder Information. FIRM NAME: NO. OF YEARS IN BUSINESS: NO. OF YEARS IN BUSINESS LOCALLY: NO. OF EMPLOYEES: OTHER NAME(S) BIDDER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS (HEADQUARTERS): CITY: STATE: ZIP CODE: TELEPHONE NO.: TOLL FREE NO.: FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: ACCOUNT REP TELEPHONE NO.: ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: FEDERAL TAX IDENTIFICATION NO.: nCANT FIRM IS: / —]SOLE PROPRIETORSHIP I []OTHER (If other, CORPORATION / ❑PARTNERSHIP specify: Part B - Category of Work. Provide checkmark on at least one (1) of the following Microsoft competencies for which the bidder is a Microsoft Gold partner. Submit documentation for all that apply. Competency Application Development Application Integration Q Competency Data Center Dev Ops Enterprise Mobility Management Q Q Cloud Business Application (PC Only) Cloud Customer Relationship Management (CRM) Enterprise Resource Planning 0 Cloud Platform Learning Q Cloud Productivity 0 Messaging Q Collaboration and Content Q Project and Portfolio Management Communication Small and Midmarket Cloud Solutions Q Data Analytics Q Windows and Devices Q Data Platform ITB 2019-246-DF DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Part C — Operational & Management Information. 1. Provide the names of each owner (stockholder, sole proprietor, and partner), director, or officer of the company, neiow. sunmit aaaitionai names on a separate sneet it re uirea. Owner Ownership percentage I Directorship/Office type 2. Provide three (3) projects similar in size and scope (e.g. Microsoft -related services that the applicant has comnleted in the last five (5) vears. Project Description of Work Project Reference Name: Email: elephone: Name: Email: Telephone: Name: Email: Telephone: 3. Has the applicant company's certifications) been revoked during the last five (5) years? = YES = NO If yes, why? 4. Have any owners, directors, officers, or agents of the applicant company had any certification revoked during the last five 5 ears? 0 YES NO If yes, why? 5. Is the applicant company currently barred by a governmental agency, from bidding work as a prime or subconsultant? = YES NO If yes, state debarment period and the reason(s) for debarment? ITB 2019-246-DF 12 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 6. Has the applicant company or any of its owners, directors, officers, or agents been convicted of a crime or had a claim that was filed in a court and mediated or arbitrated during the last five (5) years? 0 YES NO If yes, why? 7. Is an affiliate of the applicant company prequalified by the City of Miami Beach to bid on work? = YES = NO If yes, state the name of the affiliate? 8. Is the applicant company a parent, subsidiary, or holding company for another company? YES ICI NO If the answer is "yes," identify the company and type of relationship(s), below: Company Type of affiliation (parent or subsidiary) Period of affiliation 9. Is an owner, director, officer, or agent of the applicant company affiliated with another company? 0 YES 0 NO If the answer is "yes," provide the following information for each individual and the affiliated company. Individual's name Affiliated company's name Period of affiliation Type of affiliation (e.g. officer, director, owner or employee) 10. Is the applicant company currently the debtor in a bankruptcy case or file for bankruptcy during the last five (5) years? 0 YES 0 NO If yes, explain and attach, as applicable, the relevant case and court documents, including (but not limited to): the original petition, including the case number and the date that the petition was filed; a copy of the ITB 2019-246-DF 13 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 bankruptcy court's discharge order, and any other document that ended the case, if no discharge order was issued. 11. Has any owner, director, officer, or agent for the applicant company, or has any business organization in which any such person was an owner, director, officer, or agent filed for or been discharged in bankruptc within the past five 5) years? YES 0 NO If yes, explain and attach a copy of the discharge order, order confirming plan and if a Corporate Chapter 7 case, a copy of the notice of commencement. 12. Has any owner, director, officer, or agent of the applicant company owned or managed a company under any other name in the last five (5) years? = YES = NO If yes, explain. 13. Has the applicant company been assessed or paid any fines on any project during the past five (5) years, whether the project was ublicly or priEYNO wned? WM YES If yes, explain. 14. Are there currently any liens, suits, or judgments of record pending against any owner, director, officer, or agent for the company that is related to the business activities of a business organization? = YES NO If yes, explain. ITB 2019-246-DF 14 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 15. Has the applicant company or any of its owners, officers, or partners ever been convicted (criminal) or found liable (civil) for making either a false claim or material misrepresentation to any public agency or entity? If yes, explain. 16. Has the applicant company or any of its owners, officers, or partners ever been convicted of any a federal or state crime? ® YES NO If yes, explain. 17. Is any officer, director, employee or agent, or immediate family member (spouse, parent, sibling, and child) of any officer, director, emplo ee or agent, an employee of the City of Miami Beach? E5 YES ® NO If yes, state name, title and share of ownership Name Title Share % of Ownership 18. Has the applicant, or any officer, director, employee or agent, contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach? = YES NO If yes, provide details. 19. Pursuant to City Resolution No.2000-23879, each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics ("Code"). Does the applicant maintain a corporate code of business ethics? = YES NO 19a. If yes, attach. If no, will the applicant accept the City's code of ethics (available at available at http://www.miamibeachfi.gov/city-hall/procurement/procurement-related-ordinance-and- procedures)? YES M NO 20. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business ITB 2019-246-DF 15 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a) of the City Code, including the blacklisting, divesting from, or otherwise refusing to deal with a person or entity when such action is based on race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital or familial status, age or disability. Does the applicant agree to be com I with this prohibition? YES = NO 21. Is the applicant a small business concern owned and controlled by a veteran(s) (certified by the State of Florida Department of Management Services or a service -disabled veteran business enterprise (certified by the United States Department of Veterans Affairs). = YES = NO Certifying Agency Certification Type 22. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida prohibits the purchase of goods or services sourced in North Carolina and Mississippi. Are any of the products for which the bidder is seeking to be prequalified sourced in North Carolina or Mississippi? = YES Q NO If yes, which brands. 23. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. Purchases hereunder are subject to the requirements of Equal Benefits for Domestic Partners Ordinance 2005- 3494 that requires bidders with more than 51 employees and City volume greater than $100,000 to provide "Equal Benefits" to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a bidder who works within the City limits of the City of Miami Beach, Florida; and the Consultant's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? Q YES Q NO B. Does your company provide or offer access to any benefits to employees with (same or opposite sex) domestic partners* or to domestic partners of em to ees? = YES F NO C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave; other benefits are provided directly to the spouse or domestic partner, such as medical insurance. BENEFIT Company Provides Company Provides Company does not for Employees with for Employees with Provide Benefit ITB 2019-246-DF 16 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave 23. Fair Chance Requirement. Bidder certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance, pursuant to Section 2-376 of the City Code. Bidder agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement, in addition to any damages that may be available at law and in equity. Failure to agree shall result in proposal disqualification. = YES = NO APPLICANT AFFIDAVIT The undersigned agrees that s/he: 1) is a principal of the applicant duly authorized to execute the foregoing Consultant Prequalification Certification Application, and that the contents of said document(s) are complete, true, and correct to the best of his/her knowledge and belief; 2) s/ certifies that the application and supporting documents include all of the material information necessary to validate the status of the company for prequalification purposes; 3) s/ shall notify the Procurement Department within fifteen (15) days and provide a notarized statement whenever a change occurs in the ownership, management, or financial condition of the company. Further, any prequalification applicant, including its principal(s), director(s), and any affiliate, who is a party to any misrepresentation to obtain business or contracts with the City of Miami Beach shall be declared delinquent and have its certificate suspended or revoked and will be subject to debarment and any other penalties prescribed by law. The undersigned affirms that the applicant agrees: 1) to complete and unconditional acceptance of the terms and conditions of this document, inclusive of attachments, exhibits and appendices and the contents of any Addenda released hereto; 2) that it has not colluded, nor will collude, with any other applicant; 3) that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; 4) that all responses, data and information contained in the proposal are true and accurate. Name: Title (must be a principal of the applicant): Signature: Date: ITB 2019-246-DF 17 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 [THIS PAGE IS LEFT INTENTIONALLY BLANK] DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 TABLE OF CONTENTS SECTIONS: PAGE 0100 GENERAL INFORMATION & SCOPE OF WORK.........................................................3 APPENDICES: APPENDIX PREQUALIFICATION APPLICATION .............................................................9 ITB 2019-246-DF 2 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 1. PURPOSE. The City of Miami Beach, Florida (the "City") is seeking to prequalify firms that have been certified by Microsoft as Gold Certified Partners, to provide to the City services in one or more of the following categories: • Application Development • Data Center • Application Integration • Dev Ops • Cloud Business Application (PC Only) • Cloud Customer Relationship Management (CRM) • Cloud Platform • Cloud Productivity • Collaboration and Content • Communication • Data Analytics • Data Platform • Enterprise Mobility Management • Enterprise Resource Planning • Learning • Messaging • Project and Portfolio Management • Small and Midmarket Cloud Solutions • Windows and Devices Bidders that are not certified by Microsoft as Gold Partners in one of the above referenced categories will not be considered. When the City departments require assistance with any of the categories of services identified above, proposals may be solicited from the prequalified firms. Firms interested in being included in the pool of prequalified firms, must submit a Consultant Prequalification Application (attached as "Appendix A") in accordance with Section 0200. When services are required, the City will issue an Invitation to Quote to all firms, in good standing with the City, who have been prequalified for a particular category. The City utilizes BidSync (www.bidsync.com) for automatic notification of solicitation opportunities and document fulfillment, including the issuance of any addendum to this ITB. Any prospective bidder who has received this ITB by any means other than through BidSync is solely responsible for registering immediately with Bidsync to assure it receives any addendum issued to this ITB. Additionally, prior to submittal of the bid, bidder shall verify that it has received and complied with all addenda issued. Failure to receive an addendum, or comply with an addendum requirement, may result in disqualification of bid submitted. ITB 2019-246-DF 3 JOL Jnlms msgr bwdnsl4sq srypouzsq Jo Ips pzl 01piw2 sbbwnsq' pun iz sggsq 3 II ybblwspou iz pis sbblicspls csls8o0c wdnnswsulz puuz bwdnslipsq loi wicwzop Csgipcspou �M quq male pow cowblisucs milp lip 8` pszii CVa mill wdnszl snslnslsq loc V pu su sz ussgsq S ybblicspou iz w pis 1113 bwccgnwz szlsplizpsq wzbouzs to W121113 Mild pis wsgwsb bisdnslgsq w smmgsq w sccoigsucs s661icspbii to ps ................. 2 MoLK III Ps J- BI99su znpwgz su DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 • The ability, capacity and skill of the bidder or applicant to perform the Contract. • Whether the bidder or applicant can perform the Contract within the time specified, without delay or interference. • The character, integrity, reputation, judgment, experience and efficiency of the bidder or applicant. • The quality of performance of previous contracts. • The previous and existing compliance by the bidder or applicant with laws and ordinances relating to the Contract. 3.1 RENEWAL TERMS. The City Manager, at his sole discretion, may approve up to two (2), one (1) year renewal terms, providing that the required certification is still valid. 4. ADDITIONAL PREQUALIFIED FIRMS TO BE ADDED TO POOL. At any time, the City, through the approval of the City Manager, may accept applications and add additional firms to the list of prequalified firms. 5. AWARDING WORK. When the need for services arises, prequalified consultants, for the applicable category, that are in good standing may be invited to submit statements of work (SOW) and costs based on an Invitation to Quote (ITQ) issued by the City. Each SOW prepared by the consultant shall include a clear description of the work to be performed (with specific and timed deliverables) and the related costs by deliverable. The City will select the prequalified consultant that offers the best combination of services and cost, solely at the discretion of the City. ITB 2019-246-DF 0 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 6. SERVICE DELIVERY EXPECTATIONS. The City places an emphasis on excellent customer service delivery and expects the prequalified bidder to provide the best possible customer service to any and all awarded projects throughout the term of the contract. The prequalified bidder's project manager is responsible for monitoring the customer service provided to City by prequalified bidder's staff, sales and support teams, and employing, as necessary, corrective measures, to ensure that the prequalified bidder will provide and maintain the highest quality of customer service possible during completion of the project(s). Project -specific deliverables and expectations shall be defined on a project -by -project basis, as specified in each ITQ. At a minimum, the prequalified bidder(s) must provide the following levels of support for all awarded projects: (i) Microsoft's standard software warranty; (ii) Corrective support required to assist in the resolution of identifiable and reproducible software problems; and, (iii) Provide access to software patches, a symptom solution database, software licenses, maintenance and services descriptions, specifications, technical literature, etc. Normal working hours are considered to be Monday thru Friday, 8am-5pm. 7. VOLUME OF WORK TO BE RECEIVED BY BIDDER. No promise of work is given, or should be understood, as a result of a pre -qualification. The City reserves the right to purchase any goods and/or services awarded from any resulting agreement, or another governmental contract, or on an as -needed basis through the City's spot market purchase provisions. 8. WARRANTY. The Microsoft standard warranty shall cover all software, and the awarded bidders' warranty shall cover Value-added services provided under this the Contract. The Microsoft standard warranty is required to provide coverage against defective software, workmanship, and failure to perform in accordance with the specifications and required performance criteria. The Microsoft and awarded bidders' warranty coverage must be identical to or exceed the most inclusive of those normally provided for the commodities and contractual services specified herein that are sold to the City. Should the Microsoft or awarded bidders' warranty conflict with any requirements, specifications, terms, or conditions of the Contract, the Contract terms and conditions shall prevail. 9. INTELLECTUAL PROPERTY. The parties do not anticipate that any Intellectual Property will be developed or created as a result of the Contract. However, in such case as it is developed or created, any Intellectual Property developed or created as a result of the Contract will belong to and be the sole property of the City. This provision will survive the termination or expiration of the Contract. 10. DOCUMENTATION FOR LICENSES. Upon request, the prequalified bidder is to provide to the City, at the prequalified bidder's expense, access to electronic copies of license documentation including, but not limited to, City license confirmation certifications. Access to this documentation is not to require a user ID or password and must be available for the City to share with their employees, for business purposes, as appropriate. 11. STANDARD TERMS AND CONDITIONS. The City's Standard Terms and Conditions for Service Contracts (available at https://www.miamibeachfl.gov/city- hall/procuremenUstandard-terms-and- conditions/) are referenced and incorporated herein ITB 2019-246-DF 6 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 12. INSURANCE REQUIREMENT. Prior to the issuance of a work order, the successful firm shall furnish and maintain for the duration of the engagement, the following insurance requirements. The maintenance of proper insurance coverage is a material element of the contract and failure to maintain or renew coverage may be treated as a material breach of the contract, which could result in withholding of payments or termination of the contract. A. Worker's Compensation Insurance for all employees of the vendor as required by Florida Statute 440, and Employer Liability Insurance for bodily injury or disease. B. Commercial General Liability Insurance on an occurrence basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence, and $2,000,000 general aggregate. C. Automobile Liability Insurance covering any automobile, if vendor has no owned automobiles, then coverage for hired and non -owned automobiles, with limit no less than $1,000,000 combined per accident for bodily injury and property damage. 12.1 Additional Insured - City of Miami Beach must be included by endorsement as an additional insured with respect to all liability policies (except Professional Liability and Workers' Compensation) arising out of work or operations performed on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired or borrowed in the form of an endorsement to the Consultant's insurance. 12.2 Notice of Cancellation - Each insurance policy required above shall provide that coverage shall not be cancelled, except with notice to the City of Miami Beach c/o EXIGIS Insurance Compliance Services. 12.3 Acceptability of Insurers — Insurance must be placed with insurers with a current A.M. Best rating of A:VII or higher. If not rated, exceptions may be made for members of the Florida Insurance Funds (i.e. FWCIGA, FAJUA). Carriers may also be considered if they are licensed and authorized to do insurance business in the State of Florida. 12.4 Verification of Coverage — Consultant shall furnish the City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time. CERTIFICATE HOLDER MUST READ: CITY OF MIAMI BEACH c/o EXIGIS Insurance Compliance Services P.O. Box 4668 — ECM #35050 New York, NY 10163-4668 Kindly submit all certificates of insurance, endorsements, exemption letters to our servicing ITB 2019-246-DF 7 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 agent, EXIGIS, at: certifi cates-mi am i beach (cD ri skworks. com 12.5 Special Risks or Circumstances - The City of Miami Beach reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. Compliance with the foregoing requirements shall not relieve the vendor of his liability and obligation under this section or under any other section of this agreement. 13. BINDING AGREEMENT. By virtue of submitting an application for the City's consideration, the applicant agrees that the applications shall be considered an offer on the part of the bidder or applicant, which offer shall be deemed accepted upon approval of applicant's prequalification status by City Manager or City Commission. Further, applicant agrees that, upon approval of the applicant or bidder's application by the City Manager or City Commission's approval, a binding Agreement shall be established between the City and the approved bidder. The Agreement shall be comprised of the following documents, and in the following order: First, the Purchase Order issued by the City; then, Second, the Consultant Service Order signed by the City Manager; then, Third, the Invitation to Quote (ITQ) awarded to the vendor; then, Fourth the ITB, including all documents released in connection with the ITB, including all appendixes and addenda, whether included herein or released under separate cover. In case of default on the part of the Successful Bidder, after said award, the City may take such action as it deems appropriate, including legal action, for damages or specific performance. ITB 2019-246-DF 8 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 I�990,I•�/A-, MIAMI BEACH Prequalification Application 2019-246-DF Microsoft Professional Services PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 ITB 2019-246-DF 9 WIVWIBE`dCH DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Part A - General Bidder Information. FIRM NAME: NO. OF YEARS IN BUSINESS: NO. OF YEARS IN BUSINESS LOCALLY: NO. OF EMPLOYEES: OTHER NAME(S) BIDDER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS (HEADQUARTERS): CITY: STATE: ZIP CODE: TELEPHONE NO.: TOLL FREE NO.: FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: ACCOUNT REP TELEPHONE NO.: ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: FEDERAL TAX IDENTIFICATION NO.: APPLICANT FIRM IS: _CORPORATION I _PARTNERSHIP / _SOLE PROPRIETORSHIP / _OTHER (If other, specify: Part B - Category of Work. Provide checkmark on at least one (1) of the following Microsoft competencies for which the bidder is a Microsoft Gold partner. Submit documentation for all that apply. Competency Competency Application Development Data Center Application Integration Dev Ops Cloud Business Application (PC Enterprise Mobility Management Only) Cloud Customer Relationship Enterprise Resource Planning Management (CRM) Cloud Platform Learning Cloud Productivity Messaging Collaboration and Content Project and Portfolio Management Communication Small and Midmarket Cloud Solutions Data Analytics Windows and Devices Data Platform ITB 2019-246-DF DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Part C — Operational & Management Information. 1. Provide the names of each owner (stockholder, sole proprietor, and partner), director, or officer of the company, neiow. sunmit aaaitionai names on a separate sneet it re uirea. Owner Ownership percentage I Directorship/Office type 2. Provide three (3) projects similar in size and scope (e.g. Microsoft -related services that the applicant has comnleted in the last five (5) vears. Project Description of Work Project Reference Name: Email: elephone: Name: Email: Telephone: Name: Email: Telephone: 3. Has the applicant company's certification(s) been revoked during the last five (5) years? 0 YES 0 NO If yes, why? 4. Have any owners, directors, officers, or agents of the applicant company had any certification revoked during the last five rs? 5 ea YES 0 NO If yes, why? 5. Is the applicant company currently barred by a governmental agency, from bidding work as a prime or subconsultant? 0 YES 0 NO If yes, state debarment period and the reason(s) for debarment? ITB 2019-246-DF 12 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 6. Has the applicant company or any of its owners, directors, officers, or agents been convicted of a crime or had a claim that was filed in a court and mediated or arbitrated during the last five (5) years? 0 YES 0 NO If yes, why? 7. Is an affiliate of the applicant company prequalified by the City of Miami Beach to bid on work? 0 YES 0 NO If yes, state the name of the affiliate? 8. Is the applicant company a parent, subsidiary, or holding company for another company? 0 YES NO If the answer is "yes," identify the company and type of relationship(s), below: Company Type of affiliation (parent or subsidiary) Period of affiliation 9. Is an owner, director, officer, or lent of the applicant company affiliated with another company? YES 0 NO If the answer is "yes," provide the following information for each individual and the affiliated company. Individual's name Affiliated company's name Period of affiliation Type of affiliation (e.g. officer, director, owner or employee) 10. Is the applicant company currently the debtor in a bankruptcy case or file for bankruptcy during the last five (5) years? 0 YES 0 NO If yes, explain and attach, as applicable, the relevant case and court documents, including (but not limited to): the original petition, including the case number and the date that the petition was filed; a copy of the ITB 2019-246-DF 13 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 bankruptcy court's discharge order, and any other document that ended the case, if no discharge order was issued. 11. Has any owner, director, officer, or agent for the applicant company, or has any business organization in which any such person was an owner, director, officer, or agent filed for or been discharged in bankruptc within the past five 5) years? YES = NO If yes, explain and attach a copy of the discharge order, order confirming plan and if a Corporate Chapter 7 case, a copy of the notice of commencement. 12. Has any owner, director, officer, or agent of the applicant company owned or managed a company under any other name in the last five (5) years? 0 YES = NO If yes, explain. 13. Has the applicant company been assessed or paid any fines on any project during the past five (5) years, whether the project was ublicly or privateI owned? 17 YES NO If yes, explain. 14. Are there currently any liens, suits, or judgments of record pending against any owner, director, officer, or agent for the company that is related to the business activities of a business organization? 0 YES 0 NO If yes, explain. ITB 2019-246-DF 14 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 15. Has the applicant company or any of its owners, officers, or partners ever been convicted (criminal) or found liable (civil) for making either a false claim or material misrepresentation to any public agency or entity? If yes, explain. 16. Has the applicant company or any of its owners, officers, or partners ever been convicted of any a federal or state crime? 0 YES NO If yes, explain. 17. Is any officer, director, employee or agent, or immediate family member (spouse, parent, sibling, and child) of any officer, director, em to ee or agent, an em loyee of the City of Miami Beach? YES an If yes, state name, title and share of ownership Name Title Share % of Ownership 18. Has the applicant, or any officer, director, employee or agent, contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach? 0 YES 0 NO If yes, provide details. 19. Pursuant to City Resolution No.2000-23879, each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics ("Code"). Does the applicant maintain a corporate code of business ethics? 0 YES 0 NO 19a. If yes, attach. If no, will the applicant accept the City's code of ethics (available at available at http://www.miamibeachfi.gov/city-halliprocurement/procurement-related-ordinance-and- procedures)? YES 0 NO 20. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business ITB 2019-246-DF 15 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a) of the City Code, including the blacklisting, divesting from, or otherwise refusing to deal with a person or entity when such action is based on race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital or familial status, age or disability. Does the applicant agree to be compl with this prohibition? YES 0 NO 21. Is the applicant a small business concern owned and controlled by a veteran(s) (certified by the State of Florida Department of Management Services or a service -disabled veteran business enterprise (certified by the United States Department of Veterans Affairs). 0 YES 0 NO Certifying Agency Certification Type 22. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida prohibits the purchase of goods or services sourced in North Carolina and Mississippi. Are any of the products for which the bidder is seeking to be prequalified sourced in North Carolina or Mississippi? 0 YES = NO If yes, which brands. 23. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. Purchases hereunder are subject to the requirements of Equal Benefits for Domestic Partners Ordinance 2005- 3494 that requires bidders with more than 51 employees and City volume greater than $100,000 to provide "Equal Benefits" to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a bidder who works within the City limits of the City of Miami Beach, Florida; and the Consultant's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? YES = NO B. Does your company provide or offer access to any benefits to employees with (same or opposite sex) domestic partners* or to domestic partners of eMeNO s? 0 YES C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave; other benefits are provided directly to the spouse or domestic partner, such as medical insurance. BENEFIT Company Provides Company Provides Company does not for Employees with for Employees with Provide Benefit ITB 2019-246-DF 16 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave 23. Fair Chance Requirement. Bidder certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance, pursuant to Section 2-376 of the City Code. Bidder agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement, in addition to any damages that may be available at law and in equity. Failure to agree shall result in proposal disqualification. 0 YES 0 NO APPLICANT AFFIDAVIT The undersigned agrees that s/he: 1) is a principal of the applicant duly authorized to execute the foregoing Consultant Prequalification Certification Application, and that the contents of said document(s) are complete, true, and correct to the best of his/her knowledge and belief; 2) s/ certifies that the application and supporting documents include all of the material information necessary to validate the status of the company for prequalification purposes; 3) s/ shall notify the Procurement Department within fifteen (15) days and provide a notarized statement whenever a change occurs in the ownership, management, or financial condition of the company. Further, any prequalification applicant, including its principal(s), director(s), and any affiliate, who is a party to any misrepresentation to obtain business or contracts with the City of Miami Beach shall be declared delinquent and have its certificate suspended or revoked and will be subject to debarment and any other penalties prescribed by law. The undersigned affirms that the applicant agrees: 1) to complete and unconditional acceptance of the terms and conditions of this document, inclusive of attachments, exhibits and appendices and the contents of any Addenda released hereto; 2) that it has not colluded, nor will collude, with any other applicant; 3) that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; 4) that all responses, data and information contained in the proposal are true and accurate. Name: Title (must be a principal of the applicant): Signature: Date: ITB 2019-246-DF 17 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 ATTACHMENT C SUNBIZ & PROPOSAL RESPONSE TO ITB DocuSlgn Envelope ID: 632FE7E7-A882-4CD5-B1 4E-91 1 C1 CD495D3 Detail by FEI/EIN Number DIVISION OF CORPORATIONS an official Mary of Iluri- r w?bsity Department of State / Division of Corporations / Search Records / Search by FEI/EIN Number / Detail by FEI/EIN Number Foreign Profit Corporation SIEENA, INC Filing Information Document Number F17000004437 FEI/EIN Number 26-4200030 Date Filed 10/03/2017 State DE Status ACTIVE Principal Address 750 B Street Suite 3300 San Diego, CA 92101 Changed: 01/24/2022 Mailing Address c/o Tolbert CPA LLC 18911 Hardy Oak Blvd Ste 186 San Antonio, TX 78258 Changed: 01/24/2022 Registered Agent Name & Address BUSINESS FILINGS INCORPORATED 1200 South Pine Island Road Plantation, FL 33324 Name Changed: 01/24/2022 Address Changed: 01/24/2022 Officer/Director Detail Name & Address Title Director Torres, Fernando Gutierrez 600 B Street Suite 300 San Diego, CA 92101 Title Director https://search.sunbiz.org/Inquiry/CorporationSearch/Search ResultDetail?inqu irytype=Fei N u mber&directionType=l nitial&searchNameOrder=264200030... 1 /3 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B1 4E-91 1 C1 CD495D3 Detail by FEI/EIN Number Galvan, Mauricio Duran 600 B Street Suite 300 San Diego, CA 92101 Title Director Alonso, Omar Del Rio 600 B Street Suite 300 San Diego, CA 92101 Title President Galvan, Mauricio Duran 600 B Street Suite 300 San Diego, CA 92101 Title Vice -President Torres, Fernando Gutierrez 600 B Street Suite 300 San Diego, CA 92101 Title Secretary Torres, Fernando Gutierrez 600 B Street Suite 300 San Diego, CA 92101 Title Treasurer Alonso, Omar Del Rio 600 B Street Suite 300 San Diego, CA 92101 Annual Reports Report Year Filed Date 2020 04/23/2020 2021 04/28/2021 2022 01 /24/2022 Document Images 01/24/2022 -- ANNUAL REPORT View image in PDF format 04/28/2021 --ANNUAL REPORT View image in PDF format 04/23/2020 -- ANNUAL REPORT View image in PDF format 04/17/2019 -- ANNUAL REPORT View image in PDF format 04/23/2018 -- ANNUAL REPORT View image in PDF format 10/03/2017 -- Foreign Profit View image in PDF format https://search.sunbiz.org/Inquiry/CorporationSearch/Search ResultDetail?inqu irytype=Fei N u mber&directionType=l nitial&searchNameOrder=264200030... 2/3 DocuSlgn Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Detail by FEI/EIN Number dorida Department of State, Division of Corporations https://search.sunbiz.org/Inquiry/CorporationSearch/Search ResultDetail?inqu irytype=Fei N u mber&directionType=l nitial&searchNameOrder=264200030... 3/3 �Ce�c-a �s°"�eH@� DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF - Cloud Productivity - Messaging - Collaboration and Content - Project and Portfolio Management - Communication - Small and Midmarket Cloud Solutions - Data Analytics - Windows and Devices - Data Platform Bidders that are not certified by Microsoft as Gold Partners in one of the above referenced categories will not be considered. When the City departments require assistance with any of the categories of services identified above, proposals may be solicited from the prequalified firms. Firms interested in being included in the pool of prequalified firms, must submit a Consultant Prequalification Application (attached as "Appendix A") in accordance with Section 0200. When services are required, the City will issue an Invitation to Quote to all firms, in good standing with the City, who have been prequalified for a particular category. The City utilizes BidSync (www.bidsync.com) for automatic notification of solicitation opportunities and document fulfillment, including the issuance of any addendum to this ITB. Any prospective bidder who has received this ITB by any means other than through BidSync is solely responsible for registering immediately with Bidsync to assure it receives any addendum issued to this ITB. Additionally, prior to submittal of the bid, bidder shall verify that it has received and complied with all addenda issued. Failure to receive an addendum, or comply with an addendum requirement, may result in disqualification of bid submitted. Added on Jul 31, 2020: Addendum No. 3 Email Applications Added on Dec 18, 2020: Addendum No. 4 Update to Contact Email Addendum # 1 Addendum # 2 6/23/2021 12:04 PM p. 3 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF [THIS PAGE IS LEFT INTENTIONALLY BLANK] 6/23/2021 12:04 PM p. 4 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF TABLE OF CONTENTS SECTIONS: 0100 GENERAL INFORMATION & SCOPE OF WORK..... APPENDICES: APPENDIX A PREQUALIFICATION APPLICATION ......... ITB 2019-246-DF PAGE ............................................. 3 ............................................. 9 19 6/23/2021 12:04 PM p. 5 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF 1. PURPOSE. The City of Miami Beach, Florida (the "City") is seeking to prequalify firms that have been certified by Microsoft as Gold Certified Partners, to provide to the City services in one or more of the following categories: • Application Development • Data Center • Application Integration • Dev Ops • Cloud Business Application (PC Only) • Cloud Customer Relationship Management (CRM) • Cloud Platform • Cloud Productivity • Collaboration and Content • Communication • Data Analytics • Data Platform • Enterprise Mobility Management • Enterprise Resource Planning • Learning • Messaging • Project and Portfolio Management • Small and Midmarket Cloud Solutions • Windows and Devices Bidders that are not certified by Microsoft as Gold Partners in one of the above referenced categories will not be considered. When the City departments require assistance with any of the categories of services identified above, proposals may be solicited from the prequalified firms. Firms interested in being included in the pool of prequalified firms, must submit a Consultant Prequalification Application (attached as "Appendix A") in accordance with Section 0200. When services are required, the City will issue an Invitation to Quote to all firms, in good standing with the City, who have been prequalified for a particular category. The City utilizes BidSync (www.bidsvnc.com) for automatic notification of solicitation opportunities and document fulfillment, including the issuance of any addendum to this ITB. Any prospective bidder who has received this ITB by any means other than through BidSync is solely responsible for registering immediately with Bidsync to assure it receives any addendum issued to this ITB. Additionally, prior to submittal of the bid, bidder shall verify that it has received and complied with all addenda issued. Failure to receive an addendum, or comply with an addendum requirement, may result in disqualification of bid submitted. ITB 2019-246-DF 3 6/23/2021 12:04 PM p. 6 loi ynlms msgr bwdnsl4sq srypouzsq to Ips pzl ctpuuz sbbwnsq' pun iz sggsq 3 II ybblwspou iz pis sbbl¢spls csls8oa- wdnnswsulz puuz bwdnslipsq loi wicwzop Csgipcspou isuq male pow cowblisucs milp lip 8` pszii pip\mill wdnszl snslnslsq loc V pu su sz ussgsq S ybblicsliou iz w pis 1113 bwccgnwz szlsplizpsq wzbouzs to W121113 Nip pis wsgwsb bisdnglgsq w smmgsq w sccoigsucs s661icspbii to ps ................. 2 MoLK III Ps I- giggsu znpwgz su DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v y of Miami Beach Bid 2019-246-DF • The ability, capacity and skill of the bidder or applicant to perform the Contract. • Whether the bidder or applicant can perform the Contract within the time specified, without delay or interference. • The character, integrity, reputation, judgment, experience and efficiency of the bidder or applicant. • The quality of performance of previous contracts. • The previous and existing compliance by the bidder or applicant with laws and ordinances relating to the Contract. 3.1 RENEWAL TERMS. The City Manager, at his sole discretion, may approve up to two (2), one (1) year renewal terms, providing that the required certification is still valid. 4. ADDITIONAL PREQUALIFIED FIRMS TO BE ADDED TO POOL. At any time, the City, through the approval of the City Manager, may accept applications and add additional firms to the list of prequalified firms. 5. AWARDING WORK. When the need for services arises, prequalified consultants, for the applicable category, that are in good standing may be invited to submit statements of work (SOW) and costs based on an Invitation to Quote (ITO) issued by the City. Each SOW prepared by the consultant shall include a clear description of the work to be performed (with specific and timed deliverables) and the related costs by deliverable. The City will select the prequalified consultant that offers the best combination of services and cost, solely at the discretion of the City. ITB 2019-246-DF 5 6/23/2021 12:04 PM p. 5 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF 6. SERVICE DELIVERY EXPECTATIONS. The City places an emphasis on excellent customer service delivery and expects the prequalified bidder to provide the best possible customer service to any and all awarded projects throughout the term of the contract. The prequalified bidder's project manager is responsible for monitoring the customer service provided to City by prequalified bidder's staff, sales and support teams, and employing, as necessary, corrective measures, to ensure that the prequalified bidder will provide and maintain the highest quality of customer service possible during completion of the project(s). Project -specific deliverables and expectations shall be defined on a project -by -project basis, as specified in each ITQ. At a minimum, the prequalified bidder(s) must provide the following levels of support for all awarded projects: (i) Microsoft's standard software warranty; (ii) Corrective support required to assist in the resolution of identifiable and reproducible software problems; and, (iii) Provide access to software patches, a symptom solution database, software licenses, maintenance and services descriptions, specifications, technical literature, etc. Normal working hours are considered to be Monday thru Friday, 8am-5pm. 7. VOLUME OF WORK TO BE RECEIVED BY BIDDER. No promise of work is given, or should be understood, as a result of a pre -qualification. The City reserves the right to purchase any goods and/or services awarded from any resulting agreement, or another governmental contract, or on an as -needed basis through the City's spot market purchase provisions. 8. WARRANTY. The Microsoft standard warranty shall cover all software, and the awarded bidders' warranty shall cover Value-added services provided under this the Contract. The Microsoft standard warranty is required to provide coverage against defective software, workmanship, and failure to perform in accordance with the specifications and required performance criteria. The Microsoft and awarded bidders' warranty coverage must be identical to or exceed the most inclusive of those normally provided for the commodities and contractual services specified herein that are sold to the City. Should the Microsoft or awarded bidders' warranty conflict with any requirements, specifications, terms, or conditions of the Contract, the Contract terms and conditions shall prevail. 9. INTELLECTUAL PROPERTY. The parties do not anticipate that any Intellectual Property will be developed or created as a result of the Contract. However, in such case as it is developed or created, any Intellectual Property developed or created as a result of the Contract will belong to and be the sole property of the City. This provision will survive the termination or expiration of the Contract. 10. DOCUMENTATION FOR LICENSES. Upon request, the prequalified bidder is to provide to the City, at the prequalified bidder's expense, access to electronic copies of license documentation including, but not limited to, City license confirmation certifications. Access to this documentation is not to require a user ID or password and must be available for the City to share with their employees, for business purposes, as appropriate. 11. STANDARD TERMS AND CONDITIONS. The City's Standard Terms and Conditions for Service Contracts (available at https://www.miamibeachfl.gov/city- hall/procuremenUstandard-terms-and- conditions/) are referenced and incorporated herein ITB 2019-246-DF A 6/23/2021 12:04 PM p. 6 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF 12. INSURANCE REQUIREMENT. Prior to the issuance of a work order, the successful firm shall furnish and maintain for the duration of the engagement, the following insurance requirements. The maintenance of proper insurance coverage is a material element of the contract and failure to maintain or renew coverage may be treated as a material breach of the contract, which could result in withholding of payments or termination of the contract. A. Worker's Compensation Insurance for all employees of the vendor as required by Florida Statute 440, and Employer Liability Insurance for bodily injury or disease. B. Commercial General Liability Insurance on an occurrence basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence, and $2,000,000 general aggregate. C. Automobile Liability Insurance covering any automobile, if vendor has no owned automobiles, then coverage for hired and non -owned automobiles, with limit no less than $1,000,000 combined per accident for bodily injury and property damage. 12.1 Additional Insured - City of Miami Beach must be included by endorsement as an additional insured with respect to all liability policies (except Professional Liability and Workers' Compensation) arising out of work or operations performed on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired or borrowed in the form of an endorsement to the Consultant's insurance. 12.2 Notice of Cancellation - Each insurance policy required above shall provide that coverage shall not be cancelled, except with notice to the City of Miami Beach c/o EXIGIS Insurance Compliance Services. 12.3 Acceptability of Insurers — Insurance must be placed with insurers with a current A.M. Best rating of A:VII or higher. If not rated, exceptions may be made for members of the Florida Insurance Funds (i.e. FWCIGA, FAJUA). Carriers may also be considered if they are licensed and authorized to do insurance business in the State of Florida. 12.4 Verification of Coverage — Consultant shall furnish the City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time. CERTIFICATE HOLDER MUST READ: CITY OF MIAMI BEACH c/o EXIGIS Insurance Compliance Services P.O. Box 4668 — ECM #35050 New York, NY 10163-4668 Kindly submit all certificates of insurance, endorsements, exemption letters to our servicing ITB 2019-246-DF 6/23/2021 12:04 PM p. 7 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF agent, EXIGIS, at: certificates-miamibeach(o)riskworks.com 12.5 Special Risks or Circumstances - The City of Miami Beach reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. Compliance with the foregoing requirements shall not relieve the vendor of his liability and obligation under this section or under any other section of this agreement. 13. BINDING AGREEMENT. By virtue of submitting an application for the City's consideration, the applicant agrees that the applications shall be considered an offer on the part of the bidder or applicant, which offer shall be deemed accepted upon approval of applicant's prequalification status by City Manager or City Commission. Further, applicant agrees that, upon approval of the applicant or bidder's application by the City Manager or City Commission's approval, a binding Agreement shall be established between the City and the approved bidder. The Agreement shall be comprised of the following documents, and in the following order: First, the Purchase Order issued by the City; then, Second, the Consultant Service Order signed by the City Manager; then, Third, the Invitation to Quote (ITQ) awarded to the vendor; then, Fourth the ITB, including all documents released in connection with the ITB, including all appendixes and addenda, whether included herein or released under separate cover. In case of default on the part of the Successful Bidder, after said award, the City may take such action as it deems appropriate, including legal action, for damages or specific performance. ITB 2019-246-DF 0 6/23/2021 12:04 PM p. 8 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF APPENDIX A MIAMIBEACH Prequalification Application 2019-246-DF Microsoft Professional Services PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 ITB 2019-246-DF 0 6/23/2021 12:04 PM P. 9 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF Part A - General Bidder Information. FIRM NAME: NO. OF YEARS IN BUSINESS: NO. OF YEARS IN BUSINESS LOCALLY: NO. OF EMPLOYEES: OTHER NAME(S) BIDDER HAS OPERATED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS (HEADQUARTERS): CITY: STATE: ZIP CODE: TELEPHONE NO.: TOLL FREE NO.: FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: ACCOUNT REP TELEPHONE NO.: ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: FEDERAL TAX IDENTIFICATION NO.: APPLICANT FIRM IS: _CORPORATION / PARTNERSHIP / SOLE PROPRIETORSHIP / OTHER (If other, specify: ) Part B - Category of Work. Provide checkmark on at least one (1) of the following Microsoft competencies for which the bidder is a Microsoft Gold partner. Submit documentation for all that apply. ✓CompetencyCompetency Application Development Data Center Application Integration Dev Ops Cloud Business Application (PC Only) Enterprise Mobility Management Enterprise Resource Planning Cloud Customer Relationship Management (CRM) Cloud Platform Learning Cloud Productivity Collaboration and Content Messaging Project and Portfolio Management Communication Small and Midmarket Cloud Solutions Data Analytics Windows and Devices Data Platform ITB 2019-246-DF 11 6/23/2021 12:04 PM p. 14 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v y of Miami Beach Bid 2019-246-DF Part C — Operational & Management Information. 1. Provide the names of each owner (stockholder, sole proprietor, and partner), director, or officer of the company, below. Submit additional names on a separate sheet if required. Owner Ownership percentage Directorship/Office type 2. Provide three (3) projects similar in size and scope (e.g. Microsoft -related services that the aaalicant has comaleted in the last five (5) vears. Project Description of Work Project Reference Name: Email: elephone: Name: Email: Telephone: Name: Email: Telephone. 3. Has the applicant company Is certification(s) been revoked during the last five (5) years? 0 YES 0 NO If yes, why? 4. Have any owners, directors, officers, or agents of the applicant company had any certification revoked during the last five rs? 5 ea YES 0 NO If yes, why? 5. Is the applicant company currently barred by a governmental agency, from bidding work as a prime or subconsultant? 0 YES 0 NO If yes, state debarment period and the reason(s) for debarment? ITB 2019-246-DF 12 6/23/2021 12:04 PM p. 15 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF 6. Has the applicant company or any of its owners, directors, officers, or agents been convicted of a crime or had a claim that was filed in a court and mediated or arbitrated during the last five (5) years? 0 YES 0 NO If yes, why? 7. Is an affiliate of the applicant company prequalified by the City of Miami Beach to bid on work? 0 YES 0 NO If yes, state the name of the affiliate? 8. Is the applicant company a t, subsidia , or holding company for another company? aren YES NO If the answer is "yes," identify the company and type of relationship(s), below: Company Type of affiliation (parent or subsidiary) Period of affiliation 9. Is an owner, director, officer, or a ent of the a71nt company affiliated with another company? YES NO If the answer is "yes," provide the following information for each individual and the affiliated company. Individual"s name Affiliated company's name Period of affiliation Type of affiliation (e.g. officer, director, owner or employee) 10. Is the applicant company currently the debtor in a bankruptcy case or file for bankruptcy during the last five (5) years? 0 YES 0 NO If yes, explain and attach, as applicable, the relevant case and court documents, including (but not limited to): the original petition, including the case number and the date that the petition was filed; a copy of the ITB 2019-246-DF 13 6/23/2021 12:04 PM p. 16 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF bankruptcy court's discharge order, and any other document that ended the case, if no discharge order was issued. 11. Has any owner, director, officer, or agent for the applicant company, or has any business organization in which any such person was an owner, director, officer, or agent filed for or been discharged in bankruptc within the past five 5) years? YES = NO If yes, explain and attach a copy of the discharge order, order confirming plan and if a Corporate Chapter 7 case, a copy of the notice of commencement. 12. Has any owner, director, officer, or agent of the applicant company owned or managed a company under any other name in the last five (5) years? 0 YES 0 NO If yes, explain. 13. Has the applicant company been assessed or paid any fines on any project during the past five (5) years, whether the project was ublicly or privateI owned? 17 YES NO If yes, explain. 14. Are there currently any liens, suits, or judgments of record pending against any owner, director, officer, or agent for the company that is related to the business activities of a business organization? 0 YES 0 NO If yes, explain. ITB 2019-246-DF 14 6/23/2021 12:04 PM p. 17 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF 15. Has the applicant company or any of its owners, officers, or partners ever been convicted (criminal) or found liable (civil) for making either a false claim or material misrepresentation to any public agency or entity? If yes, explain. 16. Has the applicant company or any of its owners, officers, or partners ever been convicted of any a federal or state crime? 0 YES 0 NO If yes, explain. 17. Is any officer, director, employee or agent, or immediate family member (spouse, parent, sibling, and child) of any officer, director, employee or agent, an employee of the City of Miami Beach? 0 YES 0 NO IT yes, state name, title and snare or ownersrll Name Title Share (%) of Ownership 18. Has the applicant, or any officer, director, employee or agent, contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach? = YES 0 NO If yes, provide details. 19. Pursuant to City Resolution No.2000-23879, each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics ("Code"). Does the applicant maintain a corporate code of business ethics? 0 YES 0 NO 19a. If yes, attach. If no, will the applicant accept the City's code of ethics (available at available at http://www.miamibeachfi.gov/city-hall/procurement/procurement-related-ordinance-and- procedures)? 0 YES 0 NO 20. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business ITB 2019-246-DF 15 6/23/2021 12:04 PM p. 18 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a) of the City Code, including the blacklisting, divesting from, or otherwise refusing to deal with a person or entity when such action is based on race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital or familial status, age or disability. Does the applicant agree to be compl with this prohibition? YES 0 NO 21. Is the applicant a small business concern owned and controlled by a veteran(s) (certified by the State of Florida Department of Management Services or a service -disabled veteran business enterprise (certified by the United States Department of Veterans Affairs). 0 YES 0 NO 22. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida prohibits the purchase of goods or services sourced in North Carolina and Mississippi. Are any of the products for which the bidder is seeking to be prequalified sourced in North Carolina or Mississippi? 0 YES 0 NO If yes, which brands. 23. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. Purchases hereunder are subject to the requirements of Equal Benefits for Domestic Partners Ordinance 2005- 3494 that requires bidders with more than 51 employees and City volume greater than $100,000 to provide "Equal Benefits" to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a bidder who works within the City limits of the City of Miami Beach, Florida; and the Consultant's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? 0 YES 0 NO B. Does your company provide or offer access to any benefits to employees with (same or opposite sex) domestic partners* or to domestic partners of em to ees? 0 YES NO C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave; other benefits are provided directly to the spouse or domestic partner, such as medical insurance. BENEFIT Company Provides Company Provides Company does not for Employees with I for Employees with Provide Benefit ITB 2019-246-DF W. 6/23/2021 12:04 PM P. 19 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave 23. Fair Chance Requirement. Bidder certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance, pursuant to Section 2-376 of the City Code. Bidder agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement, in addition to any damages that may be available at law and in equity. Failure to agree shall result in proposal disqualification. 0 YES 0 NO APPLICANT AFFIDAVIT The undersigned agrees that s/he: 1) is a principal of the applicant duly authorized to execute the foregoing Consultant Prequalification Certification Application, and that the contents of said document(s) are complete, true, and correct to the best of his/her knowledge and belief; 2) s/ certifies that the application and supporting documents include all of the material information necessary to validate the status of the company for prequalification purposes; 3) s/ shall notify the Procurement Department within fifteen (15) days and provide a notarized statement whenever a change occurs in the ownership, management, or financial condition of the company. Further, any prequalification applicant, including its principal(s), director(s), and any affiliate, who is a party to any misrepresentation to obtain business or contracts with the City of Miami Beach shall be declared delinquent and have its certificate suspended or revoked and will be subject to debarment and any other penalties prescribed by law. The undersigned affirms that the applicant agrees: 1) to complete and unconditional acceptance of the terms and conditions of this document, inclusive of attachments, exhibits and appendices and the contents of any Addenda released hereto; 2) that it has not colluded, nor will collude, with any other applicant; 3) that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; 4) that all responses, data and information contained in the proposal are true and accurate. Name: Title (must be a principal of the applicant): Signature: Date: ITB 2019-246-DF 17 6/23/2021 12:04 PM p. 20 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B=4E-911C1CD495D3 ­ , of Miami Beach Bid 2019-246-DF M IAM I bl:AL H City of Miami Beach, 1755 Meridian Avenue„3d Floor, Miami Beach, Flor id 33139 , www .miamibeachfl.gov PROCUREMENT DEPARTMENT Tel: 305-673-7490 Fax: 786-394-4002 ADDENDUM NO. 1 (/ 1TB 2019-246-DF PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS SEPTEMBER 10, 2019 This Addendum to the above -referenced Invitation -to -Bid (1TB) is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The 1T13 is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). ATTACHMENT(S) • Attachment A- [FILLABLE] Appendix A - Prequalification Application II. REVISION(S) A. Revise Section 0100:General Information & Scope of Work, No. 13 Binding Agreement (Pg. 8), as follows: 13. BINDING AGREEMENT. By virtue of submitting an application for the City's consideration, the applicant agrees that the applications shall be considered an offer on the part of the bidder or applicant, which offer shall be deemed accepted upon approval of applicant's prequalification status by City Manager or City Commission. Further, applicant agrees that upon approval of the applicant or bidder's application by the City Manager or City Commissiots approval, a binding Agreement shall be established between the City and the approved bidder. The Agreement shall be comprised of the following documents, and in the following order: First, the Purchase Order issued by the City; then, Second, the signed Consultant Service Order signed by the City Manager; then, Third, the Invitation to Quote (ITO) awarded to the vendor; then, Fourth the 1TB, including all documents released in connection with the 1TB, including all appendixes and addenda, whether included herein or released under separate cover. In case of default on the part of the Successful Bidder, after said award, the City may take such action as it deems appropriate, including legal action, for damages or specific performance. III. RESPONSES TO QUESTIONS RECEIVED. Q1: Is this purchase just for local US partners? All: Question is unclear, however If the question is whether bidders must be Microsoft Gold Certified US partners, the answer is yes. 0 2: Can Microsoft Silver Certied Partners respond to this Bid? A2: This bid is intended for Microsoft Gold Certified US partners only. ADDENDUM NO. 1 INVITATION TO BID (1T B) No. 2019-246-DF PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS 6/23/2021 12:04 PM p. 21 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF 0 3: In an effort to make our bid easy to read, do you have an editable version of the ITS? A3: Please refer to Attachment A above. 0 4: How would you prefer out pricing to be provided to you? Do you have a standard form for submission? A4: Please refer to Section 0100 - General Information & Scope of Work, Section 5 Awarding work, of the 1T13. 0 5: Will you all be able to provide an extension for this RFP to the 20th or 23rd? Our bid team needs a little bit longer in order to get our services team engaged for this kind of RFP and since you all need a signed hard copy, this will allow us to have enough time to respond and get the hard copy sent out/ delivered. AS: Please refer to Section 0100 - General Information & Scope of Work, Section 4 Additional Prequalified Firms to be Added to Pool, of the 1Tl3. 06: We would like to understand if there is a deadline for submission of prequalification application. Pg 2 states Bid End Date: Sep 17, 2019 at 3.00 pm ET whereas on pg 13 Section 3 states there is no deadline for submittal. Please clarify which is applicable. A6: See response to Question 5 above. 07: Can the City provide information on the approx. volume of business they expect to award in a year through contracts to pre -qualified vendors? A7: No. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(a)miamibeachfl.aov. Procurement Contact: Telephone: Email: Dann Flores 305-673-7000, x.26652 DannyFloresamiamibeachfl. ov fed to acknowledge receipt of this addendum as part of your 1TB submission. r 2 I ADDENDUM NO.1 INVITATION TO BID (1T B) No. 2019-246-DF PRE -QUALIFICATION POOL FOR MICROSOFTPROFESSIONAL SERVICE PROVIDERS 6/23/2021 12:04 PM p. 22 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 r of Miami Beach MIAMBEACH Bid 2019-246-DF City of Miami Beach, 1755 Meridian Avenue„3 d Floor, Miami Beach, Florida 33139, www.miamibeachfl.gov PROCUREMENT DEPARTMENT Tel: 305-673-7490 Fax: 786-394-4002 ADDENDUM NO. 2 1TB 2019-246-DF PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS SEPTEMBER 11, 2019 This Addendum to the above -referenced Invitation -to -Bid (1TB) is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The 1TB is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). I. ATTACHMENT(S) • Attachment A - [REVISED] [FILLABLE] Appendix A - Prequalification Application Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at Rafael Granadoamiamibeachfl.gov. Procurement Contact: Telephone: mail: Dann Flores 305-673-7000, x.26652 IannyFloresCa,rr miamibeachfl. av Proposers are reminded to acknowledge receipt of this addendum as part of your 1TB submission. s rocuremlr-A Director ADDENDUM NO.2 INVITATION TO BID (1T B) No. 2019-246-DF PRE -QUALIFICATION POOL FOR MICROSOFTPROFESSIONAL SERVICE PROVIDERS 6/23/2021 12:04 PM p. 23 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF APPENDIX A MIAMIBEACH Prequalification Application 2019-246-DF Microsoft Professional Services PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 ITB 2019-246-DF 9 6/23/2021 12:04 PM p. 24 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF Part A - General Bidder Information. FIRM NAME: Sienna, Inc dba Definity First NO. OF YEARS IN BUSINESS: 17 LOCALLY: 4 NO. OF EMPLOYEES: 200 OTHER NAME(S) BIDDER HAS OPERATED UNDER IN THE LAST 10YEARS: Definity First FIRM PRIMARY ADDRESS (HEADQUARTERS): 600 B Street, Suite 300 CITY: San Diego STATE: California ZIP CODE:92101 TELEPHONE NO.: TOLL FREE NO.: 1.833.450.2030 FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Marco Kronenburg ACCOUNT REP TELEPHONE NO.: (310) 455 6188 ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: marco.kronenburg@deflnityfirst.corrl 26-4200030 APPLICANT FIRM IS: 21ORPORATION / ❑PARTNERSHIP / ❑SOLE PROPRIETORSHIP / ❑OTHER (If other, specify: ) Part B - Category of Work. Provide checkmark on at least one (1) of the following Microsoft competencies for which the bidder is a Microsoft Gold partner. Submit documentation for all that apply. ✓Competency Application Development ✓ Competency Data Center Dev Ops ✓ ✓ ✓ Application Integration Cloud Business Application (PC Only) Enterprise Mobility Management Cloud Customer Relationship Management (CRM) Enterprise Resource Planning ✓ Cloud Platform Learning ✓ Cloud Productivity ✓ Messaging ✓ Collaboration and Content Project and Portfolio Management Communication Small and Midmarket Cloud Solutions ✓ Data Analytics ✓ Windows and Devices Data Platform ITB 2019-246-DF 11 6/23/2021 12:04 PM p. 26 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v,y of Miami Beach Bid 2019-246-DF Part C — Operational & Management Information. 1. Provide the names of each owner (stockholder, sole proprietor, and partner), director, or officer of the comoanv. below. Submit additional names on a separate sheet if reauired. Owner Ownership percentage Directorship/Office type Omar Aurelio Del Rio Alonso 12.4% CEO Mauricio Duran Galvan 51.0% PRESIDENT Fernando Gutierrez Torres 20.8% CTO 2. Provide three (3) projects similar in size and scope (e.g. Microsoft -related services that the applicant has comaleted in the last five (5) vears. Project Description of Work Project Reference Name: Harvard University As part of an initiative to improve cemmuh—bon and-11.1, raben among membersofthe Ain— Aff-U&Developmen`(AAR°)department, the Un,—ty Brittany Wilhelm deeided to redesign it,lntranet Definity Rrat achieved aselnti,n that mad, t possible to sham updated'mforma[ion In a simple and .... re way, promote the Email: y brittanwilhelm(a7haryard.edu + 1 800 973 2330 ost relevant events, a.ffiw.11 no long ..... ilability of reap.... that enhanced efficiency in the process of collaboration and communication among the team. Telephone: Name: Tesla, Inc. + 8 years of services helping with Sharelaoint services sizing and implementation), design and implemented of Tesla Odin Ahuatzin Intranet. Staff Augmentation supporting product development Email: oyamillahuatzin@tesla with agile methodology. +1 650 681 5000.com Telephone: Name Flowserve Corp. End -to -end Tier 3 support with Microsoft solutions, Microsoft Azure, Microsoft 365 and Microsoft Office 365. Jenn Perry Microsoft Dynamics 365 CRM (Sales, Marketing and Service), Email: JePerry@Flowserve.com Customized additional service for on-prem Microsoft products. +1 919-831-3350 Telephone: 3. Has the applicant company's certification(s) been revoked during the last five (5) years? YES F7VJ NO If yes, why? 4. Have any owners, directors, officers, or agents of the applicant company had any certification revoked during the last five 5 ears? YES NO If yes, why? 5. Is the applicant company currently barred by a governmental agency, from bidding work as a prime or subconsultant? = YES F71 NO If yes, state debarment period and the reason(s) for debarment? 6/23/2021 12:04 PM p. 27 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF 6. Has the applicant company or any of its owners, directors, officers, or agents been convicted of a crime or had a claim that was filed in a court and mediated or arbitrated during the last five (5) years? ® YES 0✓ NO If yes, why? 7. Is an affiliate of the applicant company prequalified by the City of Miami Beach to bid on work? = YES = NO If yes, state the name of the affiliate? 8. Is the applicant company a arent, subsidia , or holding company for another company? YES = NO If the answer is "yes," identify the company and type of relationship(s), below: Company Type of affiliation (parent or subsidiary) I Period of affiliation 9. Is an owner, director, officer, or agent of the a licant company affiliated with another company? YES 0 NO If the answer is "yes," provide the following information for each individual and the affiliated company. Individual"s name Affiliated company's name Period of affiliation Type of affiliation (e.g. officer, director, owner or employee) 10. Is the applicant company currently the debtor in a bankruptcy case or file for bankruptcy during the last five (5) years? 0 YES � NO If yes, explain and attach, as applicable, the relevant case and court documents, including (but not limited to): the original petition, including the case number and the date that the petition was filed; a copy of the ITB 2019-246-DF 13 6/23/2021 12:04 PM p. 29 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF bankruptcy court's discharge order, and any other document that ended the case, if no discharge order was issued. 11. Has any owner, director, officer, or agent for the applicant company, or has any business organization in which any such person was an owner, director, officer, or agent filed for or been discharged in bankruptcy within the past f� 5) years? YES ✓ NO If yes, explain and attach a copy of the discharge order, order confirming plan and if a Corporate Chapter 7 case, a copy of the notice of commencement. 12. Has any owner, director, officer, or agent of the applicant company owned or managed a company under any other name in the last five (5) years? = YES = NO If yes, explain. 13. Has the applicant company been assessed or paid any fines on any project during the past five (5) years, whether the project wblicly or privatel owned? as u YES NO If yes, explain. 14. Are there currently any liens, suits, or judgments of record pending against any owner, director, officer, or agent for the company that is related to the business activities of a business organization? YES �✓ NO If yes, explain. ITB 2019-246-DF 14 6/23/2021 12:04 PM p. 30 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF 15. Has the applicant company or any of its owners, officers, or partners ever been convicted (criminal) or found liable (civil) for making either a false claim or material misrepresentation to any public agency or entity? If yes, explain. 16. Has the applicant company or any of its owners, officers, or partners ever been convicted of any a federal or state crime? YES NO If yes, explain. 17. Is any officer, director, employee or agent, or immediate family member (spouse, parent, sibling, and child) of any officer, director, emplo ee or agent, an employee of the City of Miami Beach? YES ®✓ NO IT yes, stare name, Wle and snare Or o nersnl Name Title Share (%) of Ownership 18. Has the applicant, or any officer, director, employee or agent, contributed to the campaign either directly or indirectly, of a candidate who has been elected to the office of Mayor or City Commissioner for the City of Miami Beach? = YES NO If yes, provide details. 19. Pursuant to City Resolution No.2000-23879, each person or entity that seeks to do business with the City shall adopt a Code of Business Ethics ("Code"). Does the applicant maintain a corporate code of business ethics? = YES ® NO 19a. If yes, attach. If no, will the applicant accept the City's code of ethics (available at available at http://www.miamibeachfi.gov/city-hall/procurement/procurement-related-ordinance-and- procedures)? YES M NO 20. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business ITB 2019-246-DF 15 6/23/2021 12:04 PM p. 31 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF unless the business represents that it does not and will not engage in a boycott as defined in Section 2-375(a) of the City Code, including the blacklisting, divesting from, or otherwise refusing to deal with a person or entity when such action is based on race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital or familial status, age or disability. Does the applicant agree to be com I with this prohibition? YES ® NO 21. Is the applicant a small business concern owned and controlled by a veteran(s) (certified by the State of Florida Department of Management Services or a service -disabled veteran business enterprise (certified by the United States Department of Veterans Affairs). = YES = NO 22. Moratorium on Travel to and the Purchase of Goods or Services from North Carolina and Mississippi. Pursuant to Resolution 2016-29375, the City of Miami Beach, Florida prohibits the purchase of goods or services sourced in North Carolina and Mississippi. Are any of the products for which the bidder is seeking to be prequalified sourced in North Carolina or Mississippi? Q YES = NO If yes, which brands. 23. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. Purchases hereunder are subject to the requirements of Equal Benefits for Domestic Partners Ordinance 2005- 3494 that requires bidders with more than 51 employees and City volume greater than $100,000 to provide "Equal Benefits" to their employees with domestic partners, as they provide to employees with spouses. The Ordinance applies to all employees of a bidder who works within the City limits of the City of Miami Beach, Florida; and the Consultant's employees located in the United States, but outside of the City of Miami Beach limits, who are directly performing work on the contract within the City of Miami Beach. A. Does your company provide or offer access to any benefits to employees with spouses or to spouses of employees? = YES Q NO B. Does your company provide or offer access to any benefits to employees with (same or opposite sex) domestic partners* or to domestic partners of em to ees? =✓ YES NO C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specified. Note: some benefits are provided to employees because they have a spouse or domestic partner, such as bereavement leave; other benefits are provided directly to the spouse or domestic partner, such as medical insurance. BENEFIT Company Provides Company Provides Company does not for Employees with I for Employees with Provide Benefit ITB 2019-246-DF W. 6/23/2021 12:04 PM p. 32 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF Spouses Domestic Partners rlealtn 17- bICK Leave t-amny Ivieaical Leave bereavement Leave 23. Fair Chance Requirement. Bidder certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance, pursuant to Section 2-376 of the City Code. Bidder agrees to provide the City with supporting documentation evidencing its compliance upon request. Proposer further agrees that any breach of the representations made herein shall constitute a material breach of contract, and shall entitle the City to the immediate termination for cause of the agreement, in addition to any damages that may be available at law and in equity. Failure to agree shall result in proposal disqualification. M YES = NO APPLICANT AFFIDAVIT The undersigned agrees that s/he: 1) is a principal of the applicant duly authorized to execute the foregoing Consultant Prequalification Certification Application, and that the contents of said document(s) are complete, true, and correct to the best of his/her knowledge and belief; 2) s/ certifies that the application and supporting documents include all of the material information necessary to validate the status of the company for prequalification purposes; 3) sl shall notify the Procurement Department within fifteen (15) days and provide a notarized statement whenever a change occurs in the ownership, management, or financial condition of the company. Further, any prequalification applicant, including its principal(s), director(s), and any affiliate, who is a party to any misrepresentation to obtain business or contracts with the City of Miami Beach shall be declared delinquent and have its certificate suspended or revoked and will be subject to debarment and any other penalties prescribed by law. The undersigned affirms that the applicant agrees: 1) to complete and unconditional acceptance of the terms and conditions of this document, inclusive of attachments, exhibits and appendices and the contents of any Addenda released hereto; 2) that it has not colluded, nor will collude, with any other applicant; 3) that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; 4) that all responses, data and information contained in the proposal are true and accurate. Name: Marco Kronenburg Title (must be a principal of the applicant): Business transformation and development manager Signature: 7,��^ Z, 2 eQ.rt,6 Date: 9/2/2021 ITB 2019-246-DF 6/23/2021 12:04 PM p. 33 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF MIAMI BEACH PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 www.miamibeachfl.gov ADDENDUM NO.3 INVITATION TO BID (ITB) 2019-246-DF U PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS JULY 21, 2020 This Addendum to the above -referenced ITB is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The ITB is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). CLARIFICATIONS. Firms interested in being consider for inclusion to the pool of prequalified firms, must submit the Consultant Prequalification Application ("Appendix A"), fully completed and executed, via email to the addresses below. Hardcopies of the application will not be accepted, nor will applications be accepted through BidSync. Email applications to: with a copy to kristybada65Dmiamibeach.gov REMINDER. ITB DUE DATE AND TIME. The deadline for the receipt of applications is 3:00 PM, on Friday, December 18, 2020. Late applications will not be accepted. Proposers are cautioned to plan sufficient time to allow for any delays for which the Proposer is solely responsible. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(a.miamibeachfl.gov Procurement Contact: Telephone: Email: Jason Crouch 305-673-7000, ext.26694 JasonCrouch@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your ITB submission. incerel Al Denis Procurement Director 9 ADDENDUM NO. 3 ITB 2019-246-DF PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS 6/23/2021 12:04 PM p. 34 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v y of Miami Beach Bid 2019-246-DF MIAMIBEACH PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 www.miamibeachfl.gov ADDENDUM NO.4 INVITATION TO BID (ITB) 2019-246-DF U PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS Dacember 18, 2020 This Addendum to the above -referenced ITB is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The ITB is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). CLARIFICATIONS. Firms interested in being consider for inclusion to the pool of prequalified firms, must submit the Consultant Prequalification Application ("Appendix A"), fully completed and executed, via email to the addresses below. Hardcopies of the application will not be accepted, nor will applications be accepted through BidSync. Email applications to: Dan nyFlores(cDmiamibeachfl.gov with a copy to kristybada(a)miamibeach.gov Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at RafaelGranado(a.miamibeachfl.gov Procurement Contact: Telephone: Email: Danny Flores 305-673-7000, ext.26652 DannyFlores@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your ITB submission. incerel Al Denis Procurement Director 9 ADDENDUM NO. 3 ITB 2019-246-DF PRE -QUALIFICATION POOL FOR MICROSOFT PROFESSIONAL SERVICE PROVIDERS 6/23/2021 12:04 PM p. 35 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 v r of Miami Beach Bid 2019-246-DF Question and Answers for Bid #2019-246-DF - [OPEN] Pre -Qualification Pool for Microsoft Professional Service Providers Question 1 Fulcrum Digital, Inc. has submitted its application to be in the Pool. Are there any PO expected for the remainder of the year? How much business has been awarded so far to the vendors? Do we need to setup a meeting to introduce our resources/sales POC? (submitted: Jun 7, 2021 5:00:02 PM EDT) Answer - Your questions will be answered in a forthcoming addendum. Thank you. (Answered: Jun 23, 2021 2:03:13 PM EDT) 6/23/2021 12:04 PM p. 36 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B1 4E-91 1 C1 CD495D3 ind the right app I Microsoft AppSource AppSource Sign in Search Partners > Definity First Definity First Houston, Texas, United States Azure Enterprise Mobility & Security Exchange Developer Tools +6 Contact me Overview Additional information A Gold Certified Microsoft Partner specializing in Microsoft Technologies, Nearshore & Managed Services. Innovation, commitment, and collaboration drive our teams of consultants, strategists, engineers, designers, & developers to help companies thrive through edge -leading solutions in technology. This provider has demonstrated competency in the following areas Gold and silver competencies are awarded to providers who demonstrate expertise in specified areas. Gold Silver • Application Development • Security • Application Integration • Small and Midmarket Cloud • Cloud Platform Solutions • Cloud Productivity • Collaboration and Content • Data Analytics • Datacenter • Enterprise Resource Planning • Messaging • Windows and Devices Partner Expertise These are chosen by the partner and should not be considered as endorsement confirmation by Microsoft Services Focus areas Industries • Consulting • Application Integration • Distribution • Custom solution • Cloud Migration • Education • Deployment or Migration • Containers • Financial Services • IP Services (ISV) • Dynamics 365 for Customer Service • Healthcare • Licensing • Dynamics 365 for Field Service • Hospitality & Travel • Managed Services (MSP) • Dynamics 365 for Sales • Media & Communications • Mobile Applications • Power & Utilities • Web Development • Professional Services • Retail & Consumer Goods • Transportation Products • Azure What's new Microsoft Store Education Enterprise Developer Company https://appsource.microsoft.com/en-us/marketplace/partner-di r/fb80afaa-8367-4e07-b257-e72b4fcb9db9/overview 1 /2 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B1 4E-91 1 C1 CD495D3 ind the right app I Microsoft AppSource AppSource NEil Search Surface Go 3 Returns Deals for students & parents Government Microsoft developer Privacy at Microsoft program Surface Duo 2 Order tracking Microsoft Azure in Healthcare Investors education Channel 9 Surface Pro 7+ Virtual workshops and Manufacturing Diversity and inclusion training Microsoft 365 Dev Center Windows 11 apps Financial services Accessibility Microsoft Store Promise Microsoft 365 Developer Holol-ens 2 Retail Program Security Flexible Payments Microsoft Garage English (United States) Change billing country/region Sitemap Contact us Privacy & cookies Terms of use Trademarks About our ads © Microsoft 2022 https://appsource.microsoft.com/en-us/marketplace/partner-dir/fb80afaa-8367-4eO7-b257-e72b4fcb9db9/overview 2/2 ME y�icwzoK DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Microsoft Corporation Tel 425 882 8080 One Microsoft Way Fax 425 706 7329 Redmond, WA 98052-6399 www.microsoft.com Microsoft Best Regards, 4 �� Dan Truax General Manager, Partner Digital Experiences and Programs Microsoft Corporation Microsoft Corporation is an equal opportunity employer.