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19-246-39-Spruce Technology Inc Fully Executed AgreementDocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 CONTRACT NO. 19-246-39 MIAMIBEACH Procurement Deportment, 1755 Meridian Avenue, Td Floor, Miami Beach, Florida 33139, www.miamibeachfl.gov, 305-673-7490 SENT VIA E-MAIL TO: sales(cDsprucetech.com May 9, 2022 Kristen Mazza Spruce Technology, Inc. 1149 Bloomfield Ave. Suite G Clifton, NJ 07012 Ph: 862-225-9302 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 Ms. Mazza: Spruce Technology. Inc. (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 Spruce Technology, Inc. to be prequalified for the following competencies: -Application Development -Collaboration & Content 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(o)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 FrankQuintana(@miamibeachfl.gov or 305-673-7000 ext. 26150. Thank �s y b:Y: Ate , A 9D_@M 69EE4CD... Director Procurement Department L DS 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 Q Q Competency Data Center Dev Ops Enterprise Mobility Management Q Application Integration 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 publicly or privately owned? = 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 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 Collaboration and Content 0 Messaging Q Q Project and Portfolio Management Small and Midmarket Cloud Solutions Communication 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 certification(s) 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 publicly or private) owned? = 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 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 Small and Midmarket Cloud Communication 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 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-91 1 C1CD495D3 Business Name Search Search Criteria Business Name' spruce technology Use "%" as a wildcard Search —� Show 10 v entries Search Types Help (/DOR/BusinessNameSearch/Home/Help) Required Fields [ * ] x Cancel (/DOR/BusinessNameSearch/), Business Name Entity Id City Type Incorporated Date SPRUCE TECHNOLOGY CORP. 0100200178 DP 7/15/1983 Domestic Profit ................ ................. Corporat[on� SPRUCE TECHNOLOGY INC 0400148206 Clifton DP 10/412006 Domestic Profit Cor...orat[on Showing 1 to 2 of 2 entries Division of Revenue & Support Polices & Procedures Enterprise Services Division of Revenue & Enterprise Privacy Policy. PO,,,(Post„O„ff„„ice,) Box 450 Services Web Site (httpsi//www.njportal.com/ErrorPages/Privacy.aspx) Trenton, NJ..(New,J,erse,y,) 08646- (http.//www.state.nj.us/treasury/revenue/) Accessibility Policy. ...::.::.............. 0303 Search Help (https://www.njportal.com/ErrorPages/Accessibility.aspx) (/DOR/BusinessNameSearch/Home/Help)Security Policy (https://www. njportal.com/ErrorPages/Security.aspx) Legal Statements & Disclaimers (https://www. nj portal.com/ErrorPages/Disclaimer.aspx) a Previous Next » DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 /_\99011DR:-1 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: Spruce Technology, Inc. NO. OF YEARS IN BUSINESS: 15 NO. OF YEARS IN BUSINESS NO. OF EMPLOYEES: LOCALLY: 400 OTHER NAME(S) BIDDER HAS OPERATED UNDER IN THE LAST 10 YEARS: Spruce Technology Group; Spruce Technology Group, Inc. FIRM PRIMARY ADDRESS (HEADQUARTERS): 1 149 Bloomfield Ave, Suite G CITY: Clifton STATE: NJ ZIP CODE: 07012 TELEPHONE NO.: 862-225-9300 TOLL FREE NO.: 646-968-8893 FAX No.: 201-338-6260 FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Kristen Mazza ACCOUNT REP TELEPHONE NO.: 862-2255-9302 ACCOUNT REP TOLL FREE NO-:646-968-8893 ACCOUNT REP EMAIL: sales@sprucetech.com FEDERAL TAX IDENTIFICATION NO.: 205025656 CANT FIRM IS: ❑PARTNERSHIP ❑SOLE (CORPORATION / / 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 Application Integration Q Q Competency Data Center Dev Ops Q Cloud Business Application (PC Only) Cloud Customer Relationship Management (CRM) Enterprise Mobility Management Enterprise Resource Planning Q Cloud Platform Learning Q Cloud Productivity 0 Q Messaging 0✓ Collaboration and Content 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 comnanv. below. Submit additional names on a senarate sheet if reauired. Owner Ownership percentage Directorship/Office type Srinivas Penumella 33.3% Chief Executive Officer Srinivas Chintalapudi 33.33% Executive Vice President & Managing Partner Muttu Naguband'I 33.33% Executive Vice President & Managing Partner 2. Provide three (3) projects similar in size and scope (e.g. Microsoft -related services that the applicant has completed in the last five 151 vears. Project Description of Work Project Reference NYC Department of Design p g Custom development project to develop large Name: Martin Mateo and Construction (NYC DDC) document management and project management solutions using .NET and other standard Microsoft Email: mateom@ddc.nyc.gov technologies. Telephone: 718.391.3143 Battery Park City Authority Advisory services and software Name: John Tam (BCPA) development for process enhancement Microsoft SharePoint. Email: john.tam@bpca.ny.gov with 212.417.3183 Telephone: Massachusetts State Office of Assessment of le led to legacy SQL application g y pp Name:Don Rogers Pharmacy Services (SOPS) modification of MS Access front end, to comply with newly designed SQL back end server. Email: donald.p.rogers@state.ma.us 978-858-2114 ele hone: 3. Has the applicant company's certification(s) 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, subsidiar , or holding company for another company? YES 0 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 bankruptcy within the past five 5) years? U 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. Srinivas Penumella is also the 60% owner and managing partner of a small IT consulting firm, Seascape Consulting LLC. 13. Has the applicant company been assessed or paid any fines on any project during the past five (5) years, whether the project was publicly or privateI owned? 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 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. No 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 EZ::] NO If yes, state name, title and share of ownershi 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.miamibeachfl.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 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 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 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 I ✓ 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: Srini Chintalapudi Title (must be a principal of the applicant): Executive Vice President & Managing Partner Signature: J-���kafg �C�L��l�Gi�,l�l��' Sri nivasa R Chi nta is pudi(Nov 24, 2021 O5EST) Date: Nov 24 2021 7 ITB 2019-246-DF 17 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 spruce Proposal in Response to Solicitation 2019-246-DF City of Miami Beach Pre -Qualification Pool for Microsoft Professional Services Providers -MAP ot DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Pre -Qualification Pool for City of Miami Microsoft Professional Service Providers Spruce's General Corporate History Established in 2006 and headquartered in Clifton, New Jersey, Spruce is a leading provider of technical staff and services for multiple industries in the public, private, and federal sectors. Spruce manages and employs a global talent network of over 400 resources stretching from North America to Southeast Asia, allowing us to provide world -class FMB El technology services, solutions, and staff to further the mission and vision of our Niw valued clients. Our management team represents several decades of combined experience providing consulting to the public sector, while our executives offer clients the benefit of Big Four consulting and large Systems Integrator experience with the personal attention of a local firm. The uniquely qualified members of our core leadership come together to provide our customers with an exceptionally s F�TESrC innovative and committed team —and that team is the foundation of the long- lasting relationships we have built with numerous satisfied clients. 49 �� Spruce's business is based on trust and integrity that is never compromised; that's � how we ensure our customer satisfaction and loyalty. We are dedicated to the irk important task of cultivating strong relationships, giving us a deep understanding of I our customers' needs. That dedication is reflected by the numerous awards epreneuc Of The Year Of The received by the core management team, including recognition by SmartCEO 2020 New Jerseys .Ii Future50 and Inc. 5000 as one of the fastest growing companies. Mission Statement Et Corporate Responsibility Spruce's mission is to be a leading provider of solutions and technology services, always keeping to our core value of integrity as we inspire and empower our creative and talented employees, do what's best for our clients in every engagement, and share our success by giving back to our communities. Our team regularly participates in diversity forums, partners with colleges and universities to help find and mentor new job applicants, and organizes annual fundraising or food drives to benefit local and global organizations. Spruce Technology, Inc. DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 City of Miami Professional Services Pre -Qualification Pool for Microsoft Professional Service Providers Spruce's approach to professional services recognizes that end -to -end delivery begins long before project initiation and continues well beyond implementation. We work to earn our clients' trust every day using a standards - based methodology and a deeply collaborative approach. Cloud Enablement: Take advantage of the scalability, extensibility, flexibility, and stability of the cloud. Cybersecurity: Protect your data and systems from costly vulnerabilities with our 4 proven frameworks and cutting -edge tools. Data Services Et Insights: Extract important insights and support data -driven decision making through data strategy, master data management, data access and governance, analytics and visualization, big data, machine learning, and Al. Digital Experience: Optimize the user experience for your customers with appealing, responsive websites, mobile apps, and content management solutions. * eaLegacy Modernization: Drive customer -focused organizational and process change %V with a parallel change in technology. O Advisory Services: Trust us to help you evaluate your current state, work through your challenges, and create a strategic roadmap for your success. Application Development: Partner with us to create and customize your platform, web, or mobile application using our proven approach. a Infrastructure: Let us design the technological foundation for your success, with data center consolidation, cabling, integration, or on -site technical support services. ProAV Et Telecom: Implement state-of-the-art audio-visual and communications systems with the latest offerings and a team with decades of specialized experience. Spruce Technology, Inc. 6 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 City of Miami Strategic Staffing Services Pre -Qualification Pool for Microsoft Professional Service Providers Spruce is more than simply a staff augmentation company. We approach both contract and permanent placement requirements using a rigorous ITIL-based methodology to establish clear parameters for Strategic Staffing services delivery, from intake of resource requests to managing the complete lifecycle of delivery, support, and continuous improvement. By validating candidates with our internal Professional Services team and utilizing a value chain of known candidates before going to market, Spruce provides the highest quality staff truly suited to each client's organization. With a robust team of 30+ recruiters working across multiple time zones, Spruce sources around the clock to fill positions from the East to West coasts, and beyond. Spruce Solutions As a natural evolution of Spruce's day -in and day -out Professional Services experience, our company has developed proven software and tools to provide repeatable solutions to solve similar challenges experienced across many of our clients. We use these proven tools to accelerate the delivery of a client's project, always working closely with stakeholders to understand each client's specific needs and tailor our solution accordingly. Spruce draws upon the power of platforms such as Salesforce, Microsoft Dynamics, SharePoint, ServiceNow, UiPath, Unqork, and many more to bring robust solutions that can be implemented stand-alone, or as part of a larger engagement, including solutions in: Mobile Solutions • Content Management • IT Service Management • Human Resources • Data Integrations • Customer Relationship Management • Case Management • Enterprise Document Management Licensing, Permitting Et Inspections • Microservices Architectures • Robotic Process Automation (RPA) Spruce Technology, Inc. 7 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Pre -Qualification Pool for City of Miami Microsoft Professional Service Providers In our 15 years in business, Spruce has served Public (State, Local, Education), Federal, and Private sector clients of all sizes and in an expansive range of industries and domains. r�7 ✓ Health ✓ Procurement Transportation Et Transit ✓ Human Services ✓ Environment Construction ✓ Economic Development ✓ Law Finance Education Corrections Parks Et Recreation Administration Public Safety Housing • Healthcare • Pharmaceuticals • Retail • Finance - Banking • Sciences • Utilities • Finance - Investment • Manufacturing • Technology • Professional Services • Insurance • Mining Geographically, Spruce operates nationwide and currently has a presence in 40 states. Spruce's Services: Nationwide All T r = ' Oit MN I MA In SO wI NY % W`1 1 MI j1T RI A PA ON .J NJ IL IN i OE CO WV VA��f MN �8 MO KY TN OK AR SC M5 AL GA TX i LA AK T- /f vim,• ❑ States that Spruce has worked with Spruce Technology, Inc. 8 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 City of Miami Pre -Qualification Pool for Microsoft Professional Service Providers Spruce is a preferred IT vendor for government entities nationwide, with Master Contracts from coast to coast. Spruce has been awarded dozens of master agreements for Information Technology services, solutions, and staff nationwide. Our contracts range from broad services umbrellas to retainer contracts for specialized services like cybersecurity, data services, and management consulting. We have federal IDIQ contracts, statewide agreements, and cooperative purchasing contracts with various consortia, as well as standalone prime contracts and subcontracts. • United States Senate • State of California • State of Delaware • State of Florida • State of Illinois • State of Louisiana • State of Maryland • State of Massachusetts • State of Montana • State of New Hampshire • State of New Jersey • State of New Mexico • State of New York • State of North Carolina • State of North Dakota • State of Oklahoma • State of Pennsylvania • State of Texas • State of Vermont • County of Nassau • County of Arlington • City of New York • City of Pittsburgh • City of Tacoma • University of Massachusetts • University of Illinois Spruce: A Trusted Prime Cpruce • Illinois Higher Education • Pennsylvania Higher Education • Metropolitan Transportation Authority • Port Authority of New York and New Jersey • New York State Integrated Eligibility System (IES) Program • Judicial Council of California • NYC Employees' Retirement System • GSA Schedule 70 • Sourcewell Cooperative �a5 ter ntr- Goe,P • 47 ' went JEw., (�5 q13V1 Spruce Technology, Inc. 9 ..s-i �,r �, �,��.+ f' _ _ . •ff*�, _ -i. .e• ., .!•l f�� i.-� '- .r-'�,.lr •IL Vi.L,-� /• `11 a1- •�•1•` "..• •i�rlti.i''°��H � � •Y• ;_• . ,.._•.. •_..+•.. .. ,. _ .,Y `•'�-j� :�'�•�� .�. .i+J�• •�'.•:•f•:♦+��:�'r�•�.r;.�`y 1%/Ill. .. " . '�� _��+. r'Y��ai •��.�..�tf �=- ._. ��. •=.a •.!'2''. 'Y .-i1.r1 't.'.�,.''�I.__, .•.r ..�r1•.►.may r:•'.f�.•+�_.i•~:.•r-�.•f�.A s a� DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 City of Miami Pre -Qualification Pool for Microsoft Professional Service Providers Spruce contributes to some of State a Local Governments' most impactful technology project initiatives. Our ongoing, multi -million -dollar program to modernize technology for the NYC Dept. of Buildings through the DOB NOW project has been publicly recognized as: promoting the highest standards of integrity, both in the construction industry and within DOB [...] to bring nearly all the agency's business online and into the 21st century, with far greater transparency for the public." -NYC DOB Commissioner Chandler Microsoft Experience As a Microsoft Gold Partner with multiple Gold competencies, Spruce has experience spanning the entire Microsoft stack - from infrastructure, security and data to enterprise applications, analytics, cloud solutions, and more. Over the past 15 years we have worked with clients at all stages of their Microsoft investment, from strategic planning and solution design, through implementation and long-term support. Our staff includes dozens of professionals with deep expertise designing, customizing, implementing, and supporting solutions using Dynamics, SharePoint, PowerBI, SQL, Office 365, Azure, and more. This depth and breadth of Microsoft experience empowers us to bring a big -picture vision to help our clients' plans for their platform investments with long-term maximization in mind. The greatest strength of Spruce's Microsoft Services team is our personnel - with senior engagement leads who have decades of experience working with the public sector, supported by certified technical specialists who have implemented numerous MS projects for government clients. This relevant experience is also supplemented by many lessons learned in our projects in the commercial sector, which helps us bring innovative ideas to our public sector clients. Our team of technical consultants, many of whom are Microsoft -certified, have specialized expertise: • Building large-scale systems using the Dynamics platform for both traditional contact management and salesforce automation, and cutting -edge Business Process Automation and Licensing and Enforcement solutions • Migrating complex on -premises environments into the Azure Cloud • Integrating Drupal-based systems with Azure technology Spruce Technology, Inc. 11 DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 City of Miami Pre -Qualification Pool for Microsoft Professional Service Providers • Developing enterprise collaboration and document management solutions using SharePoint, as well as helping clients plan for migration to SharePoint Online • Delivering enterprise -wide data management, business intelligence and reporting through Microsoft's integrated set of data tools, including Microsoft SQL Server (functionality like Data Quality Services and Master Data Management), and reporting and analytical tools such as SSRS, Power Pivot, and Power View and much more • Developing custom applications, data warehouses, and public portals in the Microsoft Stack Comprehensive Microsoft Technology Expertise CM 0, Strategic Planning D_ Solution Design Et Et Assessments �� Development Workflow Et Process System Integrations Development C�§ Et Migrations System Upgrades c�f' Security Evaluations Et Expansions (J 0 �� Et Upgrades Spruce Technology, Inc. 12 -MAP ot -MAP ot yzmc crosu wzb wsµsJbisw zsmscge enqusee sbbi!ogouz escnga woq.w mozN yznzs yxyeuagxbH!eNxy!wx �owesosugez wswvwzvm oxsu aeu. uows wcwp.uv!b non MII asuoJ!lwq mesa ga nws co wosmJvs ousx nonzNw wswpsixy!b!z s4�ns u®Iwbmusm znptu!blww lu sK WIMV Mnl!w,ol Mc Ps snnlsp!s lozgozWpsq 4aw Vs bnwysxsq op ou gw.Qµslz bas Q iwb auz S \SOSS Oxgsc qws: nz M010JS53JV asseela Nwsss®zbmw{sc 'cow M jm li JlVd BuhOgq f0 tlnE wbt, ID ews!r �OwbzuAsggwze: SS00032M Iryvsu wens 2b.n .lscyualoaA lac No<snsgspls OW¢unwpw �ouna uaws: �nwbsodusws: V-ID 0Z q 11- O.pq gmlp .Bill jo,\.aol9 La. ggg1 D4sllz DocuSign Envelope ID: 632FE7E7-A882-4CD5-B14E-911C1CD495D3 Search Competencies �'20 ,,, Home > Membership Competencies L-0 Competency performance report � Download skills report Your network membership entitles you to one or more additional membership benefits packages. Your company can qualify to buy membership upgrades by meeting silver or gold requirements in one or more of these corresponding partner competencies. Learn more about Silver and Gold memberships and benefits Your status Gold As of 30-Sep-2019 Cloud Customer Relationship Management competency is no longer available for enrollment or renewal. Check out all competencies available to your company. As of 14-Feb-2019 ISV competency is no longer available for enrollment or renewal. Check out all competencies available to your company. In progress (5) At risk (0) Met (3) Not started (12) All (21) Silver Gold requirement requirement Competency Name status status level Application Development Complete Complete Gold Application Integration Complete Complete Gold Collaboration and Content Complete Complete Gold MA Spruce Technology, Inc. 3 h ttp s://p a rtn a r. m i c ros oft. co m/e n-u s/pcv/partnership/competencies 1/2 cowwnuicsFiou iu suoL' bIssxs coupcF FNs xsugGL iwwsgigfGIA PA FslsbNous1NsuK Non gixFupnFiou oL cobAiu8 olpa cow wnuicsfiou ix xFucpA bLoNipiFsq pA FNs bloN21OU2 0j FNs IJfGWSI Bsnsuns cogs IjAOn Nsns Lscsinsq fpix coutigGUflSI suq sxswbf pow gixcloxrns nugGL sbblicspIs ISM 11 Aon sLs uoF FNs iuFsugsq LscibisuF' Aon sLs NsLspA uoFifsq FNsF suA gixxswiuspou' 1N12 cowwnuicsFiou ix iuFsugsq JOL FNs 20IG nxs 01 FNs iuginignsl Fo mpow if ix sggLsxxsq suq wsA coupiu coutigGUflSI iujoLwsFiou FNsF ix bungs8sq' 2nplsCl: J d1C WnWpGL of bs8s2: F51 �ugnq�ua conswbsas Lsx WnwpsL: yggLs22\OL89uis9fiou: LLO1u: WL MGGW2 Lsx WnwpsL: 1501222e5eo yggLs22\OL89uis9fiou: 10: KkS121EV1 WVSSV psfs: pscswpsIL58' 5050 I 15 P I ml:l 5 17TA d:l mW 215lll:r4:11MI[NO OttiCs WnwpsL: OttiCs WnwpsL: LVX ibVio"12W12210V1 M, IK2 7S\S8\SOSO 7S:S8:dE bW -0200 IIS2 bVOE 7 OL S Cflzjoxu6x 26xAIC6 g6bx6z6Uf9Ff!A6 )00385a2)3 WL' M(;(;UJ2 ZIUC6I.6jk jlu (; to c9jj' I�Ofl MLlt(;' bj6926 IUCjfIg6 9 telebpou6 UfIUJPGL tAPGLG I�Ofl UJ9l� pe L(;grc (;q 9uq tp; pe?t liOfI uJ9l� MI.Ij6 j0 fI2 9j fpG 9ggLG?? ?potAu 9j tp; job Oj tp; jU.2j b9Qu6 Oj fp? 16tt(;L' Mp(;Ij D(;b9I.jUJ6Uj 94 I-800-85a-OI I2 PcttAG6u fP(; POfu.2 Oj _\:00 VVq 9uq \:00 byq it 2�Ofl bLGtG .' it 2�OfI jJ9A6 9uq dfI62jIOU2 I(;e,9F.glue, jjJI2 j6ff(;L' bj6926 C9jj Ofu. 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EILI Ou 9jj pfi?ju622 j6g6I.9j j9X jOLUJ2 9uq ,kOfIL EulbjOhsx jg6ujl{Ic9jlou 14flxupsx (EI14) Iz 50-2@2@205' b169z6 jcssb jFlz jsjjsx IU I�Ofu. 1p9fUjf I�Ofl jOL I�Ofu. j6j6bpou6 IudfIU.l� Oj D(;C6UJP(;L 58fp' 5050 D(;9fL ,j,9Xb9l�6I.: EOLUJ(2): 19FXb9A6I. jg6ujljlC9gou jijflUJP(;L: 5Q-2@2@205 CrIEiOVI 1410-0I3-33I1 gad III i) BFOOWLIErD SAE 21E C 2bKfICE IECHI40FOCL I 4C Crucruusfr' OH 12aaa JUIGLU91 ]f6AGuHG 2GLATCG IILTA DGbJI.ju76uj 01 JFG JLLGUZHLA 50-2@2@205 Dcc 58' 5050 F19 N-vC JU LebjA L(;t(;. to: 053I Iad255 7S\S8\SOSO 7S: S8: dE bW -0200 IIS2 bVOE S O)~ S DocuSign Envelope ID: 632FE7E7-A882-4CD5-B1 4E-91 1 C1 CD495D3 .-ind the right app I Microsoft AppSource AppSource NEil Search Partners > Spruce Technology Inc C5pruce Spruce Technology Inc Clifton, New Jersey, United States Azure Dynamics 365 Dynamics 365 Enterprise DynamicsAX,GP,NAV,SL +10 Contact me Overview Additional information Spruce is a full-scale systems integrator with expertise across the Microsoft stack, specializing in Dynamics 365, SharePoint, Azure, custom development, and more. This provider has demonstrated competency in the following areas Gold and silver competencies are awarded to providers who demonstrate expertise in specified areas. 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