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Software License Purchase Agreement with Corrigo IncorporatedSOFTWARE LICENSE PURCHASE AGREEMENT This Master Software License Purchase Agreement ("Agreement") is entered into as of D ECE E , 201 et ("Effective Date") and is by and between Corrigo Incorporated, 8245 SW Tualatin Sherwood Road, Tualatin Oregon 97062 ("Corrigo" or "Consultant") and the City of Miami Beach, Florida, 1700 Convention Center Drive, Miami Beach, FL 33139 (the "City" or "Licensee") (City and Corrigo, collectively, the "Parties"). WHEREAS, Corrigo agrees to provide the City with a license to use Corrigo Net software as described more fully in the exhibits to this Agreement (the "Software") and related services pursuant to the terms of this Agreement, and WHEREAS. Licensee desires to obtain a License to use the Software and other related services provided by Corrigo. NOW. THEREFORE, in consideration of the mutual covenants and promises contained herein and other good and valuable consideration, the receipt of which is hereby acknowledged. the parties hereto intending to be legally bound do hereby mutually agree as follows: SECTION 1 DEFINITIONS 1.1 AGREEMENT. This Agreement between the City and Corrigo, including any exhibits attached hereto, which exhibits are incorporated by reference as if fully set forth herein. 1.2 CITY MANAGER. The chief administrative officer of the City. 1.3 CITY MANAGER'S DESIGNEE. The City staff member who is designated by the City Manager to administer this Agreement on behalf of the City. The City Manager's designee shall be Adrian Morales, Property Management Department. 1.4 Corrigo Incorporated (Corrigo). For the purposes of this Agreement. Corrigo shall be deemed to be an independent contractor, and not an agent or employee of the City. 1.5 SERVICES. All services, work and actions by the consultant performed or undertaken pursuant to the Agreement. 1.6 FEE, Amount paid to the consultant as full compensation for all Services. 1,7 PROPOSAL DOCUMENTS. Proposal Documents shall mean City of Miami Beach RFP No. 2019-201-JC for Computerized Maintenance Management System, together with all amendments thereto, issued by the City in contemplation of this Agreement ("RFP"), and the Corrigo's proposal in response thereto ("Proposal"), all of which are hereby incorporated and made a part hereof; provided, however, that in the event of an express conflict between the Proposal Documents and this Agreement, the following order of precedent shall prevail: this Agreement: the RFP; and the Proposal. 1.8 RISK MANAGER. The Risk Manager of the City, with offices at 1700 Convention Center Drive, Third Floor, Miami Beach, Florida 33139; telephone number (305) 673-7000, Ext. 6435; and fax number (305) 673-7023. 1 SOFTWARE LICEN SE PURCHASE AGRE EM ENT This Master Software License Purch ase Agreem ent ("Agreement") is entered into as of DEPn 0,201]_("Effectiye Date") and is by and between Corrigo Incorporated, 8245 SW Tualatin Sherwood Road, Tualatin Oregon 97062 ("Corrigo" or "Consultant") and the City of Miami Beach, Florida, 1700 Convention Center Drive, Miami Beach, FL 33139 (the "City" or "Licensee") (City and Corrigo, collectively, the "Parties"). WH EREAS, Corrigo agrees to provide the City with a license to use Corrigo Net software as described more fully in the exhibits to this Agreeme nt (the "Software") and related services pursuant to the terms of this Agreement, and WHEREA S, Licensee desires to obtain a License to use the Software and other related services provided by Corrigo. NOW, THEREFORE, in consideration of the mutual covenants and promises contained herein and other good and valuable consideration, the receipt of which is hereby acknowledged, the parties hereto intending to be legally bound do hereby mutually agree as follows: SECTION 1 DEFINITIONS 1.1 AGREEMENT. This Agreement between the City and Corrigo, incl uding any exhibits attached hereto, wh ich exhibits are incorporated by referen ce as if fully set forth herein. 1.2 CITY MANAGER. The chief administrative officer of the City. 1.3 CITY MANAGER'S DESIGNEE. The City staff member who is designated by the City Manager to administer this Agreement on beh alf of the City. The City Man ager's designee shall be Adrian Morales, Property Management Department. 1.4 Corrigo Incorporated (Corrigo). For the purposes of this Agreement, Corrigo shall be deemed to be an independent contractor, and not an agent or employee of the City. 1.5 SERVICES. All services, work and actions by the consultant performed ar undertaken pursuant to the Agreement. 1.6 FEE. Amount paid to the consultant as full compensation for all Services. 1.7 PROPOSAL DOCUMENTS. Proposal Documents shall mean City of Miami Beach RFP No. 2019-201-JC for Computerized Maintenance Management System, together with all amendments thereto, issued by the City in contemplation of this Agreement ("RFP"), and the Corrìgo's proposal in response thereto ("Proposal"), all of which are hereby incorporated and made a part hereof; provided, however, that in the event of an express conflict between the Proposal Documents and this Agreement, the following order of precedent shall prevail: this Agreement; the RFP; and the Proposal. 1.8 RISK MANAGER. The Risk Manager of the City, with offices at 1700 Convention Center Drive, Third Floor, Miami Beach, Florida 33139; telep hone num ber (305) 673-7000, Ext. 6435, and fax number (305) 673-7023. 4 SECTION 2 SERVICES 2.1. Software License Scope. In consideration of the Fee to be paid to Consultant by the City, Consultant shall provide the work and services described in Exhibit "A" hereto, which work and services shall include Corrigo's grant of a non-exclusive license to the City to use the Software subject to the terms and conditions set forth herein (collectively, the "Services"). If there are any questions regarding the Services to be performed, Consultant should contact the following person: Adrian Morales Director/Lincoln Road Manager PROPERTY MANAGEMENT DEPARTMENT 1833 Bay Rd, Miami Beach, FL 33139 Ph: 305-673-7490 Ext: 22932 2.2. Consultant's Services, and any deliverables incident thereto, shall be completed in accordance with the timeline and/or schedule in Exhibit B hereto. 2.3. Software Maintenance. Corrigo shall provide software maintenance and support services pursuant to the terms of this Agreement and as outlined in Appendix "D" of RFP 2019-201-X. SECTION 3 FEES AND TERMS OF PAYMENT 3.1 Corrigo agrees to invoice City, and City shall pay for the Software and Services provided under this Agreement in accordance with prices, payment schedule and terms in Exhibit B. 3.2 Invoicing. Upon receipt of an acceptable and approved invoice, payment(s) shall be made within forty-five (45) days for that portion (or those portions) of the Services satisfactorily rendered (and referenced in the particular invoice). Invoices shall include a detailed description of the Services (or portions thereof) provided, and shall be submitted to the City at the following address: Accounts Payable Division Finance Department City of Miami Beach 1700 Convention Center Drive, 3rd Floor Miami Beach, FL 33139 3.3 Reimbursables Travel expenses incurred by Corrigo while performing services under this Agreement or any attachments thereto will be billed in addition to fees quoted. Travel expenses are subject to the prior written approval of the City. City shall have no obligation to pay for any travel-related expense, unless any such expenses are approved in writing by the City prior to the date the expense is incurred. 2 SECTION 2 SERVICES 2.1. Software License Scope_ In consideration of the Fee to be paid to Consultant by the City, Consultant shall provide the work and services described in Exhibit "A" hereto, which work and services shall include Corrigo's grant of a non-exclusive license to the City to use the Software subject to the terms and conditions set forth herein (collectively, the "Services"). If ther e are any questions regarding the Services to be performed, Consultant should contact the following person: Adrian Morales Director/Lincoln Road Manager PROPERTY MANAGEMENT DEPARTMENT 1833 Bay Rd, Miami Beach, FL 33139 Ph: 305-673-7490 Ext: 22932 2.2. Consultant's Services, and any deliverables incident thereto, shall be completed in accordance with the timeline and/or schedule in Exhibit B hereto. 2.3. Software Maintenance. Corrigo shall provide software maintenance and support services pursuant to the terms of this Agreement and as outlined in Appendix "D" of RFP 2019-201-JC. SECTION 3 FEES AND TERMS OF PAYMENT 3.1 Corrigo agrees to invoice City, and City shall pay for the Software and Services provided under this Agreement in accordance with prices, payment schedule and terms in Exhibit B. 3.2 Invoicing. Upon receipt of an acceptable and approved invoice, payment(s) shall be made within forty-five (45) days for that portion (or those portions) of the Services satisfactorily rendered (and referenced in the particular invoice). Invoices shall include a detailed description of the Services (or portions thereof) provided, and shall be submitted to the City at the following address: Accounts Payable Division Finance Department City of Miami Beach 1700 Convention Center Drive, 3' Floor Miami Beach, FL 33139 3.3 Reimbursables Travel expenses incurred by Corrigo while performing services under this Agreement or any attachments thereto will be billed in addition to fees quoted. Travel expenses are subject to the prior written approval of the City. City shall have no obligation to pay for any travel-related expense, unless any such expenses are approved in writing by the City prior to the date the expense is incurred. 2 3.4 Additional Services City agrees to pay Corrigo for all service, subscription and license fees in accordance with this Agreement, as more specifically described in Exhibit B. Services other than those specified in Exhibit B hereto and requested in writing by City, including but not limited to training, consulting, City modifications, City system issues, customization and deviations from Corrigo recommendations on configuration, will be billed at the rate of US $225 per hour unless negotiated otherwise and documented in a work order executed by both Parties. City shall have no obligation to pay for any out of pocket costs, except for any out of pocket costs specified in the work order or otherwise approved for reimbursement upon the prior written approval of the City. SECTION 4 CORRIGO RESPONSIBILITIES Corrigo agrees to perform in accordance with the terms and conditions specified in this Agreement, and shall perform the Implementation Services in accordance with the delivery dates as may be specified in Exhibit A or otherwise specified in a work order executed by the City and Corrigo. While at any Licensee location, if at all, Corrigo's personnel, agents, and permitted subcontractors agree to comply with reasonable requests, rules, and regulations of Licensee that have been previously provided to Corrigo in writing regarding personal and professional conduct (including the wearing of identification badges and adhering to Licensee regulations, data security, and safety practices or procedures), and shall otherwise conduct themselves in a businesslike manner. Corrigo agrees to provide all necessary tools, office space, equipment, personnel, facilities, telecommunications access, computers and all other resources necessary for Corrigo to completely and effectively provide the services hereunder. Corrigo agrees to provide the proper custody and care of any Licensee-supplied property provided to Corrigo for use in connection with the performance of services. SECTION 5 TERM 5.1 The term of this Agreement (Term) shall commence upon execution of this Agreement by all parties hereto, and shall have an initial term of three (3) years, with two (2) renewal options for a period of one (1) year each (each, a "Renewal Term"), to be exercised at the City Manager's sole option and discretion, by providing Corrigo with written notice of same no less than thirty (30) days prior to the expiration of the initial term or a renewal term as applicable. Notwithstanding the Term or Renewal Term, if any, provided herein, Corrigo shall adhere to any specific timelines, schedules, dates, and/or performance milestones for completion and delivery of the Services, as same is/are set forth in the timeline and/or schedule referenced in Exhibit B. 5 3 This Agreement commences on the date executed by Licensee and shall remain in full force and effect until the expiration or earlier termination pursuant to Section 10 of this Agreement. SECTION 6 CONFIDENTIAL INFORMATION "Confidential Information" is any document or other media or tangible items that relates to research, development, trade secrets, clients, business affairs or that contains any other 3 3.4 Additional Seryices City agrees to pay Corrigo for all service, subscription and license fees in accordance with this Agreement, as more specifically described in Exhibit B. Services other than those specified in Exhibit B hereto and requested in writing by City, incl uding but not limited to training, consulting, City modifications, City system issues, customization and deviations from Corrigo recommendations on configuration , will be billed at the rate of US $225 per hour unless negotiated otherwise and documented in a work order executed by both Parties. City shall have no obligation to pay for any out of pocket costs, except for any out of pocket costs specified in the work order or otherwise approved for reimbursement upon the prior written approval of the City. SECTION 4 CORRIGO RES PONSI BI LITIES Corrigo agrees to perform in accordance with the terms and conditions specified in this Agreem ent, and shall perform the Implem en tation Services in accordance with the delivery dates as may be specified in Exhibit A or otherwise specified in a work order executed by the City and Corrigo. While at any Licensee location, if at all, Corrigo's personnel, agents, and permitted subcontractors agree to comply with reasonable requests, rules, and regulations of Licensee that have been previously provided to Corrigo in writing regarding personal and professional conduct (including the wearing of identification badges and adhering to Licen see regulations, data security, and safety practices or procedures), and shall otherwise conduct themselves in a businesslike manner. Corrigo agrees to provide all necessary tools, office space, equipm ent, personnel , facilities, telecommunications access, computers and all other resources necessary for Corrigo to com pletely and effectively provide the services hereunder. Corrigo agrees to provide the proper custody and care of any Licensee-supplied property provided to Corrige for use in connection with the performance of services. SECTION 5 TERM 5.1 The term of this Agreement (Term) shall commence upon execution of this Agreement by all parties hereto, and shall have an initial term of three (3) years, with tw o (2) renewal options for a period of one (1) year each (each, a "Renewal Term"), to be exercised at the City Manager's sole option and discretion, by providing Corrigo with written notice of same no less than thirty (30) days prior to the expiration of the initial term or a renewal term as applicable. Notwithstanding the Term or Renewal Term, íf any, provided herein, Corrigo shall adhere to any specific timelines, schedules, dates, and/or performance milestones for completion and delivery of the Services, as same is/are set forth in the timeline and/or schedule referen ced in Exhibit B 5.3 This Agreem ent commen ces on the date executed by Licensee and shall remain in full force and effect until the expiration or earlier termination pursuant to Section 10 of this Agreement. SECTION 6 CONFIDENTIAL INFORMATION "Confidential Information" is any document or other media or tangible items that relates to research, development, trade secrets, clients, business affairs or that contains any other 3 information of a party that was not generally available to the public when received by the other party. "Confidential Information" will also include, but not be limited to, Corrigo technology. "Confidential Information" shall not include information that: (i) is known to the receiving party prior to receipt from the disclosing party directly or indirectly from a source other than one having an obligation of confidentiality to the disclosing party; (ii) becomes known (independently of disclosure by the disclosing party) to the receiving party directly or indirectly from a source other than one having an obligation of confidentiality to the disclosing party; (iii) becomes publicly known or otherwise ceases to be secret or confidential, except through a breach of this Agreement by the receiving party; (iv) is independently developed by the receiving party; or (v) any information which is subject to disclosure pursuant to Public Records laws, including Chapter 119, Florida Statutes, which information may include, but is not limited to, the business terms of this Agreement, including this Agreement or any other agreement between the Parties (collectively, the Agreements), the payments made or received pursuant to the Agreements, or other like information relating to the transaction of the official business of the City, in its capacity as a Florida municipal corporation. Each party acknowledges that it will or may have access to Confidential Information of the other party and therefore each party agrees that it will not use in any way, for its own account or the account of any third party, except as expressly permitted by, or required to achieve the purposes of, this Agreement, nor disclose to any third party (except as required by law or to that party's attorneys, accountants and other advisors as reasonably necessary and providing that they agree to be bound by obligations of confidentiality at least as strict as those contained herein), nor permit any of its partners, shareholders, directors, officers, employees, agents or contracting parties to use or disclose, any of the other party's Confidential Information and will take precautions necessary to protect the confidentiality of such Confidential Information using the same degree of care used .to protect its own Confidential Information, but in any case using no less than a reasonable degree of care. The receiving party may disclose Confidential Information pursuant to the requirements of a governmental agency or as required by law, provided, however, that if the disclosing party submits to the receiving party a trade secret certification form attesting to its assertion that the subject information is entitled to an exemption from disclosure under the law, the receiving party shall provide the disclosing party a reasonable time, not to exceed thirty (30) days, to permit the disclosing party to seek the appropriate judicial relief barring public disclosure of the records. Absent an order from a court of competent jurisdiction barring disclosure, the receiving party shall furnish only that portion of the Confidential Information which it is legally required to disclose. All of Confidential Information disclosed pursuant to this Agreement (including information in computer software or held in electronic storage media) shall be and remain the property of the disclosing party. All such information in tangible form shall be returned to the disclosing party promptly upon written request or the termination or expiration of this Agreement, and shall not thereafter be retained in any form by the receiving party, its affiliates, or any employees or independent contractors of the receiving party or its affiliates. This Article 6 shall remain in full force and effect for so long as either party retains any Confidential Information of the other party during this Agreement or for a period of five (5) years beyond termination of this Agreement, whichever is later. SECTION 7 INTELLECTUAL PROPERTY 4 info rm ation of a party that was not generally available to the public when received by the other party. "Confidential Information" will also include, but not be limited to, Corrigo techn ol ogy. "Confi den tial Inform ation" sh all not include inform ation that: (@) is known to the receiving party prior to receipt from the disclosing party directly or indirectly from a source other than one having an obligation of confidentiality to the disclosing party; (ii) becomes known (independently of disclosure by the disclosing party) to the receiving party directly or indirectly from a source other than one having an obligation of confidentiality to the disclosing party; (iii) becomes publicly known or otherwise ceases to be secret or confidential, except through a breach of this Agreement by the receiving party; (iv) is independently developed by the receiving party; or (v) any information which is subject to disclosure pursuant to Public Records laws, including Chapter 119, Florida Statutes, which information may include, but is not limited to, the business terms of this Agreement, including this Agreement or any other agreement between the Parties (collectively, the Agreements), the payments made or received pursuant to the Agreements, or other like information relating to the transaction of the official business of the City, in its capacity as a Florida municipal corporation. Each party acknowledges that it will or may have access to Confidential Information of the other party and therefore each party agrees that it will not use in any way, for its own account or the account of any third party, except as expressly permitted by, or required to achieve the purposes of, this Agreement, nor disclose to any third party (except as required by law or to that party's attorneys, accountants and other advisors as reasonably necessary and providing that they agree to be bound by obligations of confidentiality at least as strict as those contained herein), nor permit any of its partners, shareholders, directors, officers, employees, agents or contracting parties to use or disclose, any of the other party's Confidential Information and will take precautions necessary to protect the confidentiality of such Confidential Information using the same degree of care used to protect its own Confidential Information, but in any case using no less than a reasonable degree of care. The receiving party may disclose Confidential Information pursuant to the requirements of a governmental agency or as required by law, provided, however. that if the disclosing party submits to the receiving party a trade secret certification form attesting to its assertion that the subject information is entitled to an exemption from disclosure under the law, the receiving party shall provide the disclosing party a reasonable time, not to exceed thirty (30) days, to permit the disclosing party to seek the appropriate judicial relief barring public disclosure of the records. Absent an order from a court of competent jurisdiction barring disclosure, the receiving party shall furnish only that portion of the Confidential Information which it is legally required to disclose. All of Confidential Information disclosed pursuant to this Agreement (including information in computer software or held in electronic storage medía) shall be and remain the property of the disclosing party. All such information in tangible form shall be returned to the disclosing party promptly upon written request or the termination or expiration of this Agreement, and shall not thereafter be retained in any form by the receiving party, its affiliates, or any employees or independent contractors of the receiving party or its affiliates. This Article 6 shall remain in full force and effect for so long as either party retains any Confidential Information of the other party during this Agreement or for a period of five (5) years beyond termination of this Agreement, whichever is later. SECTION 7 INTELLECTUAL PROPERTY 4 The Software and all documentation, enhancements, modifications, improvements or derivative works thereto, whether or not created or developed in conjunction with Licensee (collectively, the ''Enhancements") shall remain the sole and exclusive property of Corrigo. Corrigo retains all copyrights, patents, trade secrets, trademarks, and all other intellectual property interests in the Software and the Enhancements and is licensed for use by Licensee on the terms set forth in Exhibit C. All underlying methodology utilized by Corrigo and Licensee respectively which was created and/or developed by either prior to the date of this Agreement and utilized in the course of performance pursuant to this Agreement shall not become the property of the other. SECTION 8 ASSIGNMENT, TRANSFER OR SUBCONSULTING Consultant shall not subcontract, assign, or transfer all or any portion of any work and/or service under this Agreement without the prior written consent of the City Manager, which consent, if given at all, shall be in the Manager's sole judgment and discretion. Neither this Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as approved pursuant to this Section. and any attempt to make such assignment (unless approved) shall be void. SECTION 9 GENERAL PROVISIONS 9.1. Entire Agreement. This Agreement together with the attachments hereto and all documents incorporated by reference herein, constitutes the entire and sole agreement between the parties with respect to the subject matter hereof and supersedes any prior agreements, negotiations, understandings, or other matters, whether oral or written, with respect to the subject matter hereof. This Agreement cannot be modified, changed or amended, except in writing signed by a duly authorized representative of each of the parties. 9.2. Conflict. In the event of any conflict, ambiguity or inconsistency between this Agreement and the Exhibits attached hereto, the terms and conditions of this Agreement shall govern. 9.3. Severability. If any provision of this Agreement is declared invalid or unenforceable, such provision shall be deemed modified to the extent necessary and possible to render it valid and enforceable, In any event, the unenforceability or invalidity of any provision shall not affect any other provision of this Agreement, and this Agreement shall continue in full force and effect, and be construed and enforced, as if such provision had not been included, or had been modified as above provided, as the case may be. 9.4. Reserved. 9.5 Notice. Any notices required by this Agreement or any attachment hereto shall be in writing and shall be given to the parties by hand, by facsimile, by nationally recognized overnight courier service or by express, registered or certified mail, postage prepaid, return receipt requested. Notices shall be deemed to have been given upon actual receipt thereof. Until changed by notice, in writing. all such notices and communications shall be addressed as follows: 5 The Software and all documentation, enhancements, modifications, improvements or derivative works thereto, whether or not created or developed in conjunction with Licensee (collectively, the "Enhancements") sh all remain th e sole and exclusive property of Corrigo. Corrigo retains all copyrights, patents, trade secrets, trademarks, and all other intellectual property interests in the Software and the Enhancements and is licensed for use by Lícensee on the terms set forth in Exhibit C. All underlying methodology utilized by Corrige and Licensee respectively which was created and/or developed by either prior to the date of this Agreement and utilized in the course of performance pursuant to this Agreement shall not become the property of the other. SECTION 8 ASSIGNMENT, TRANSFER OR SUBCONSULTING Consultant shall not subcontract, assign, or transfer all or any portion of any work and/or service under this Agreement without the prior written consent of the City Manager, which consent, if given at all, shall be in the Manager's sole judgment and discretion. Neither this Agreement, nor any term or provision hereof, or right hereunder, shall be assignable unless as approved pursuant to this Section, and any attempt to make such assignment (unless approved) shall be void. SECTION 9 GENERAL PROVISIONS 9.1. Entire Agreement. This Agreement together with the attachments hereto and all documents incorporated by reference herein, constitutes the entire and sole agreement between the parties with respect to the subject matter hereof and supersedes any prior agreements, negotiations, understandings, or other matters, whether oral or written, with respect to the subject matter hereof. This Agreement cannot be modified, changed or amended, except in writing signed by a duly authorized representative of each of the parties. 9.2. Conflict. In the event of any conflict, ambiguity or inconsistency between this Agreement and the Exhibits attached hereto, the terms and conditions of this Agreement shall govern. 9.3. Severability. If any provision of this Agreement is declared invalid or unenforceable, such provision shall be deemed modified to the extent necessary and possible to render it valid and enforceable. In any event, the unen forceability or invalidity of any provision shall not affect any other provision of this Agreement, and this Agreement shall continue in full force and effect, and be construed and enforced, as if such provision had not been included, or had been modified as above provided, as the case may be. 9.4. Reserved. 9.5 Notice. Any notices required by this Agreement or any attachment hereto shall be in writing and shall be given to the parties by hand, by facsimile, by nationally recognized overnight courier service or by express, registered or certified mail, postage prepaid, return receipt requested. Notices shall be deemed to have been given upon actual receipt thereof. Until changed by notice, in writing, all such notices and communications shall be addressed as follows: 5 TO CONSULTANT: Lyle W. Newkirk Executive Vice President, Finance Corrigo Incorporated 8245 SW Tualatin Sherwood Road Tualatin OR 97062 Ph. 503-218-4200 TO CITY: City of Miami Beach Adrian Morales, Director/Lincoln Road Manager 1833 Bay Rd, Miami Beach, FL 33139 Ph. 305-673-7490 Ext: 22932 9.6 Insurance. Corrigo represents and warrants that it will maintain in place and effective, during the Term of the Agreement, insurance requirements set forth on page 28 of the RFP. 9.7. Event of Force Majeure: In this Clause, Event of Force Majeure means an event beyond the control of the Licensee or Corrigo, which prevents a Party from complying with any of its obligations under this Agreement, including but not limited to: (a) an act of war (whether declared or not), hostilities, invasion, act of foreign enemies, terrorism or civil disorder; (b) ionising radiations, or contamination by radioactivity from any nuclear fuel, or from any nuclear waste from the combustion of nuclear fuel, radioactive toxic explosive or other hazardous properties of any explosive nuclear assembly or nuclear component thereof; (c) pressure waves from devices travelling at supersonic speeds or damage caused by any aircraft or similar device; (d) a strike or strikes or other industrial action or blockade or embargo or any other form of civil disturbance (whether lawful or not), in each case affecting on a general basis the industry related to the affected Services and which is not attributable to any unreasonable action or inaction on the part of a Party or any of its subcontractors or suppliers and the settlement of which is beyond the reasonable control of all such persons; (e) specific incidents of exceptional adverse weather conditions in excess of those required to be designed for in this Agreement which are materially worse than those encountered in the relevant places at the relevant time of year during the ten (10) years prior to the Effective Date; (f) tempest, earthquake or any other natural disaster of overwhelming proportions; pollution of water sources; (g) discontinuation of electricity, natural gas, Internet or telecommunications service, or other supply of necessary utilities; (h) other unforeseeable circumstances beyond the control of the Parties against which it would have been unreasonable for the affected party to take precautions and which the affected party cannot avoid even by using its best efforts, which in each case directly causes either party to be unable to comply with all or a material part of its obligations under this Agreement; 9.7.1. Neither Party shall be in breach of its obligations under this Agreement (other than payment obligations) or incur any liability to the other Party for any losses or damages of any nature 6 T O C O N S U L T A N T : Lyle W. Newkirk Executive Vice President, Finance Corrigo Incorporated 8245 SW Tualatin Sherw ood Road Tualatin OR 97062 Ph. 503-218-4200 TO CITY: City of Miami Beach Adrian Morales, Director/Lincoln Road Manager 1833 Bay Rd, Miami Beach , FL 33139 Ph . 305-673-7490 Ext: 22932 9.6 Insurance. Corrigo represents and warrants that it will maintain in place and effective, during the Term of the Agreem en t, insuran c e requirem ents set forth on page 28 of the RFD. 9.7.Event _of Force Majeure; In this Cl ause, Event of Force Majeure means an event beyon d the control of the Licensee or Corrigo, which prevents a Party from complying with any of its obligations under this Agreement, including but not limited to: (a ) an act of war (wh ether declared or not), hostilities, inv asion , act of foreign enem ies, terrorism or civil disorder; (b) ionising radiations, or contamination by radioactivity from any nuclear fuel, or from any nuclear waste from the combustion of nuclear fuel, radioactive toxic explosive or other hazardous properties of any explosive nuclear assembly or nuclear com pon ent th ereof, (c) pressure waves from devices travelling at supersonic speeds o r dam age caused by any aircraft or similar device; (d) a strike or strikes or other industrial action or blockade or em bargo or any other form of civil disturban ce (wh ether lawf ul or not), in each case affecting on a general basis the industry related to the affected Services and which is not attributable to any unreasonable action or inaction on the part of a Party or any of its subcontractors or suppliers and the settlement of which is beyond the reasonable control of all such persons; (e) specific incidents of exceptional adverse weather conditions in excess of those required to be designed for in this Agreement which are materially worse than those encountered in the relevant places at the relevant time of year during the ten (10) years prior to the Effectíve Date; (f) tem pest, earthquake or any other natural disaster of overwhelming proportions; pollution of water sources; (g) discontinuation of electricity, natural gas, internet or telecommunications service, or oth er supply of necessary utilities; (h) other unfo reseeable circumstances beyond the contro l of the Parties against which ìt would have been unreasonable for the affected party to take precautions and which the affected party cannot avoid even by using its best efforts, which in each case directly causes either party to be unable to comply with all or a material part of its obligations under this Agreement; 9.7.1. Neith er Party shall be in breach of its obligations under this Agreement (other than payment obligations) or incur any liability to the other Party for any losses or damages of any nature 6 whatsoever incurred or suffered by that other (otherwise than under any express indemnity in this Agreement) if and to the extent that it is prevented from carrying out those obligations by, or such losses or damages are caused by, a Force Majeure Event except to the extent that the relevant breach of its obligations would have occurred, or the relevant losses or damages would have arisen, even if the Force Majeure Event had not occurred (in which case this Clause shall not apply to that extent). 9.7.2. As soon as reasonably practicable following the date of commencement of a Force Majeure Event, and within a reasonable time following the date of termination of a Force Majeure Event, any Party invoking it shall submit to the other Party reasonable proof of the nature of the Force Majeure Event and of its effect upon the performance of the Party's obligations under this Agreement. 9.7.3. A Party shall, and shall ensure that its subcontractors shall, at all times take all reasonable steps within their respective powers and consistent with Good Operating Practices (but without incurring unreasonable additional costs) to: (a) prevent Force Majeure Events affecting the performance of a Party's obligations under this Agreement; (b) mitigate the effect of any Force Majeure Event, and (c) comply with its obligations under this Agreement. The Parties shall consult together in relation to the above matters following the occurrence of a Force Majeure Event, 9.7.4. Should paragraph (1) apply as a result of a single Force Majeure Event for a continuous period of more than 180 days then the parties shall endeavor to agree any modifications to this Agreement (including without limitation, determination of new equitable fees (if appropriate) having regard to the nature of the Force Majeure Event, SECTION 10 TERMINATION 10, 1 TERMINATION FOR CAUSE If Corrigo shall fail to fulfill in a timely manner, or otherwise violates, any of the covenants, agreements, or stipulations material to this Agreement, the City, through its City Manager, shall thereupon have the right to terminate this Agreement for cause. Prior to exercising its option to terminate for cause, the City shall notify Corrigo of its violation of the particular term(s) of this Agreement, and shall grant Corrigo ten (10) days to cure such default. If such default remains uncured after ten (10) days, the City may terminate this Agreement without further notice to Consultant. Upon termination, the City shall be fully discharged from any and all liabilities, duties, and terms arising out of, or by virtue of, this Agreement. Notwithstanding the above, Corrigo shall not be relieved of liability to the City for damages sustained by the City by any breach of the Agreement by the Consultant. The City, at its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it deems to be in its best interest in order to enforce the City's right and remedies against Consultant. The City shall be entitled to recover all costs of such actions, including reasonable attorneys' fees. whatsoever incurred or suffered by that other (otherwise than under any express indem nity in this Agreement) if and to the extent that it is prevented from carrying out those obligations by, or such losses or damages are caused by, a Force Majeure Event except to the extent that the relevant breach of its obligations would have occurred, or the relevant losses or damages would have arisen, even if the Force Majeure Event had not occurred (in which case this Clause shall not apply to that extent). 9. 7.2. As soon as reasonably practicable following the date of commencement of a Force Majeure Event, and within a reasonable time following the date of termination of a Force Majeure Event, any Party invoking it shall submit to the other Party reasonable proof of the nature of the Force Majeure Event and of its effect upon the performance of the Party's obligations under this A greem ent. 9.7.3. A P art y shall, and shall ensure that its subcontractors shall, at all times take all reasonable steps w ithin their respective pow ers and consistent w ith G ood O perating Practices (but without incurr ing unreasonable additional costs) to: (a) prevent Force Majeure Events affecting the performance of a Party's obligations under this A greem ent; (b) m itigate the effect of any Force M ajeure Event; and (c) com ply w ith its obligations under this A greem ent. T he Part ies shall consult together in relation to the above m atters fo llow ing the occurrence of a Force M ajeure Event. 9.7.4 . Sh oul d para graph (1) app ly as a result of a singl e Forc e M aj eure Event for a continuous period of m ore than 180 days then the parties shall endeavor to agree any modifications to this A greem ent (incl uding w ithout lim itation, determ ination of new equitable fees (if appropriate) having regard to the nature of the Force M ajeure E vent. SECTION 10 TERMINATION 10. 1 TERMINATION FOR CAUSE If C orrigo shall fail to fulfill in a timely manner, or otherwise violates, any of the covenants, agreem ents, or stipulations material to this Agreem ent, the City, through its City Manager, shall thereupon have th e right to term inate this A greem ent for cause. Prior to exercising its option to termin ate for cause, the City shall notify Corrigo of its violation of the particular term(s) of this A greem ent, and shall grant Corrìgo ten (10) days to cure such default. If such default remains uncured after ten (1 O) days, the City may terminate this Agreement without further notice to C on s ul tant. Up o n termi na tion , th e C ity sh al l be fully di sch arg ed fr om any and al l liabilities, duties, and term s arising out of, or by virt ue of, this A greem ent. N otw ithstanding the above, C orrigo shall not be relieved of liabili ty to the C ity fo r dam ages sustained by the C ity by any breach of the A greem ent by the C onsultant. T he City, at its sole option and discretion, shall be entitled to bring any and all legal/equitable actions that it deems to be in its best interest in order to enfo rce the City's right and rem edies against C onsultant. The City shall be entitled to recover all costs of such act ions, incl uding reasonable att orn eys' fees. 7 10.2 TERMINATION FOR CONVENIENCE OF THE CITY THE CITY MAY ALSO, THROUGH ITS CITY MANAGER, AND FOR ITS CONVENIENCE AND WITHOUT CAUSE, TERMINATE THE AGREEMENT AT ANY TIME DURING THE TERM BY GIVING WRITTEN NOTICE TO CORRIGO OF SUCH TERMINATION; WHICH SHALL BECOME EFFECTIVE WITHIN THIRTY (30) DAYS FOLLOWING RECEIPT BY CORRIGO OF SUCH NOTICE. ADDITIONALLY, IN THE EVENT OF A PUBLIC HEALTH, WELFARE OR SAFETY CONCERN, AS DETERMINED BY THE CITY MANAGER, IN THE CITY MANAGER'S SOLE DISCRETION, THE CITY MANAGER, PURSUANT TO A VERBAL OR WRITTEN NOTIFICATION TO CONTRACTOR, MAY IMMEDIATELY SUSPEND THE SERVICES UNDER THIS AGREEMENT FOR A TIME CERTAIN, OR IN THE ALTERNATIVE, TERMINATE THIS AGREEMENT ON A GIVEN DATE. IF THE AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CORRIGO SHALL BE PAID FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE DATE OF TERMINATION AND THE CITY WILL BE REFUNDED ONE-TWELFTH OF ANY PREPAID FEE FOR EVERY MONTH REMAINING OF THE PREPAID TERM; FOLLOWING WHICH THE CITY SHALL BE DISCHARGED FROM ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY VIRTUE OF, THIS AGREEMENT. 10.3 TERMINATION FOR INSOLVENCY The City also reserves the right to terminate the Agreement in the event the Corrigo is placed either in voluntary or involuntary bankruptcy or makes an assignment for the benefit of creditors. In such event, the right and obligations for the parties shall be the same as provided for in Section 10.2. SECTION 11 INDEMNIFICATION 11.1 INDEMNIFICATION Corrigo agrees to indemnify and hold harmless the City of Miami Beach and its officers. employees, agents, and contractors, from and against any and all actions (whether at law or in equity), claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and costs, for personal, bodily injury, wrongful death, loss of or damage to property, which may arise or be alleged to have arisen from the negligent acts, errors, omissions or other wrongful conduct of the Consultant, its officers, employees, agents, contractors, or any other person or entity acting under Consultant's control or supervision, in connection with, related to, or as a result of the Consultant's performance of the Services pursuant to this Agreement. To that extent, Corrigo shall pay all such claims and losses and shall pay all such costs and judgments which may issue from any lawsuit arising from such claims and losses, and shall pay all costs and attorneys' fees expended by the City in the defense of such claims and losses, including appeals. Corrigo expressly understands and agrees that any insurance protection required by this Agreement or otherwise provided by Corrigo shall in no way limit the Consultant's responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. 8 10 .2 TE R M IN A TI ON F O R C O N V E N IE N C E O F T H E C IT Y T H E C IT Y M A Y A L S O , T H R O U G H IT S C IT Y M A N A G E R , A N D F O R IT S C O N V E N IE N C E A N D W IT H O U T C A U S E , T E R M IN A T E T H E A G R E E M E N T A T A N Y T IM E D U R IN G T H E T E R M B Y G IV IN G W R IT T E N N O TI C E T O C O RR I G O OF S U C H T E R M IN A T IO N ; W H IC H S H A L L B E C O M E E F F E C T IV E W IT H IN TH I R T Y (3 0 ) D A Y S F O L L O W IN G R E C E IP T B Y C O R R IG O O F S U C H N O T IC E . A D D IT IO N A L LY , IN T H E E V E N T O F A P U B LI C H E A L T H , W E L F A R E O R S A F E T Y C O N C E R N , A S D E T E R M IN E D B Y T H E C ITY M A N A G E R , IN T H E C IT Y M A N A G E R 'S S O L E D IS C R E T IO N , TH E CITY MANAGER, PURSUANT TO A VERBAL OR WRITTEN NOTIFICATION TO CONTRACTOR, MAY IMMEDIATELY SUSPEND THE SERVICES UNDER THIS AGREEMENT FOR A TIME CERTAIN, OR IN THE ALTERNATIVE, TERMINATE THIS AGREEMENT ON A GIVEN DATE. IF THE AGREEMENT IS TERMINATED FOR CONVENIENCE BY THE CITY, CORRIGO SHALL BE PAID FOR ANY SERVICES SATISFACTORILY PERFORMED UP TO THE DATE OF TERMINATION AND THE CITY WILL BE REFUNDED ONE-TWELFTH OF ANY PREPAID FEE FOR EVERY MONTH REMAINING OF THE PREPAID TERM; FOLLOWING WHICH THE CITY SHALL BE DISCHARGED FROM ANY AND ALL LIABILITIES, DUTIES, AND TERMS ARISING OUT OF, OR BY VIRTUE OF, THIS AGREEMENT. 10.3 TERMINATION FOR INSOLVENCY The City also reserves the right to termina te the Agreem ent in the even t the Corrigo is placed either in voluntary or involuntary bankruptcy or make s an assign men t for the ben efit of creditors. In such event, the right and obligations for the parties shall be the same as provided for in Section 10.2. SECTION 11 INDEMNIFICATION 11.1 INDEMNIFICATION Corrigo agrees to indem nify and hold harmless the City of Miami Beach and its officers, employees, agents, and contractors, from and against any and all actions (whether at law or in equity), claims, liabilities, losses, and expenses, including, but not limited to, attorneys' fees and costs, for personal, bodily injury, wrongful death, loss of or damage to property, which may arise or be alleged to have arisen from the negligent acts, errors, omissions or other wrongful conduct of the Consultant, its officers, em ployees, agents, contractors, or any other person or entity acting under Consultant's control or supervision, in connection with, related to, or as a result of the Consultan t's perform an ce of the Servi ces pursuant to this Agreement. To that extent, Corrigo shall pay all such claims and losses and shall pay all such costs and judgments which may issue from any lawsuit arising from such claims and losses, and shall pay all costs and attorneys' fees expen ded by the City in the defen se of such claims an d losses, incl uding appe als. Corrigo expressly understands and agrees that any insurance protection required by this Agreement or otherwi se provided by Corrigo sh all in no way limit the Con sultant's resp onsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. 8 The parties agree that one percent (1%) of the total compensation to Corrigo for performance of the Services under this Agreement is the specific consideration from the City to Corrigo for the Consultant's indemnity agreement. The provisions of this Section 11.1 and of this indemnification shall survive termination or expiration of this Agreement. SECTION 12 LITIGATION JURISDICTION/VENUE/JURY TRIAL WAIVER This Agreement shall be construed in accordance with the laws of the State of Florida. This Agreement shall be enforceable in Miami-Dade County, Florida, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for the enforcement of same shall lie in Miami-Dade County, Florida. By entering into this Agreement, Corrigo and the City expressly waive any rights either party may have to a trial by jury of any civil litigation related to or arising out of this Agreement. SECTION 13 LIMITATION OF CITY'S LIABILITY The City desires to enter into this Agreement only if in so doing the City can place a limit on the City's liability for any cause of action, for money damages due to an alleged breach by the City of this Agreement, so that its liability for any such breach never exceeds the sum of $10,000. Corrigo hereby expresses its willingness to enter into this Agreement with Consultant's recovery from the City for any damage action for breach of contract to be limited to a maximum amount of $10,000. Accordingly, and notwithstanding any other term or condition of this Agreement, Corrigo hereby agrees that the City shall not be liable to Corrigo for damages in an amount in excess of $10,000 for any action or claim for breach of contract arising out of the performance or non-performance of any obligations imposed upon the City by this Agreement. Nothing contained in this section or elsewhere in this Agreement is in any way intended to be a waiver of the limitation placed upon the City's liability, as set forth in Section 768.28. Florida Statutes. SECTION 14 DUTY OF CARE/COMPLIANCE WITH APPLICABLE LAWS/PATENT RIGHTS; COPYRIGHT; AND CONFIDENTIAL FINDINGS 14A DUTY OF CARE With respect to the performance of the work and/or service contemplated herein, Corrigo shall exercise that degree of skill, care, efficiency and diligence normally exercised by reasonable persons and/or recognized professionals with respect to the performance of comparable work and/or services. 14.2 COMPLIANCE WITH APPLICABLE LAWS 9 The parties agree that one percent (1%) of the total compensation to Corrígo for performance of the Services under this Agreement is the specific consideration from the City to Corrige for the Consultant's indem nity agreem ent. Th e provisions of this Section 11.1 and of this indemn ification shall survive termination or expiration of this Agreemen t. SECTION 12 LITIGATION JURISDICTION/VENUEIJURY TRIAL WAIVER This Agreement shall be construed in accordance with the laws of the State of Florida. This Agreeme nt shall be enforceable in Miam i-Dade County, Florida, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive ven ue for the enforcement of sam e sh all lie in Miami-Da de County, Florida. By entering into this Agreem ent, Corrigo and the City expressly waive any rights either party may have to a trial by jury of an y civil litigation related to or arising out of this Agreement. SECTION 13 LIMITATION OF CITY'S LIABILITY The City desires to enter into this Ag reement only if in so doing the City can place a limit on the City's liability for any cause of action, for money damages due to an alleged breach by the City of this Agreement, so that its liability for any such breach never exceeds the sum of $10,000. Corrigo hereby expresses its willingness to enter into this Agreement with Consultant's recovery from the City fo r any damage action fo r breach of contract to be limited to a maximum amount of $10,000. Accordingl y, and notwi thstand ing any other term or con dition of this Agreem ent, Corrigo hereb y agrees that the City shall not be liable to Corrige for damages in an amount in excess of $10,000 for any action or claim for breach of contract arising out of the perform an ce or non-p erform ance of an y obligations imposed upon the City by this Agreement. Nothing contained in this section or elsewhere in this Agreem en t is in any way intend ed to be a waiver of the limitation placed upon the City's liability, as set forth in Section 768.28, Florida Statutes. SECTION 14 DUTY OF CARE/COMPLIANCE WITH APPLICABLE LAWS/PATENT RIGHTS; COPYRIGHT¡ AND CONFIDENTIAL FINDINGS 14.1 DUTY OF CARE Wi th respect to the perform ance of the work and/or service contem plated herei n, Corrigo shall exercise that degree of skill, care, efficiency and diligence normally exercised by reasonable persons and/or recognized pro fessionals with respect to the performance of comparable work and /or services. 14.2 COMPLIANCE WITH APPLICABLE LAWS 9 In its performance of the work and/or services, Corrigo shall comply with all applicable laws, ordinances, and regulations of the City, Miami-Dade County, the State of Florida, and the federal government, as applicable. 14.3 CITY PROPERTY All data produced by the City, including all reports, documents, findings, and data imported or uploaded through use of Corrigo's Software (the "City Data") are intended to be and shall remain the property of the City and shall not be otherwise be made public and/or disseminated by Corrigo or subject to any application for copyright or patent by or on behalf of Corrigo, without the prior written consent of the City Manager. As further specified in Exhibit C hereto, all rights and ownership in any of City's Proprietary Rights (as defined in Exhibit C) and City Data shall remain with City. Nothing herein shall act to transfer or assign any of the City's intellectual property rights to Corrigo. Notwithstanding any provision to the contrary in this Agreement, Corrigo shall immediately deliver the City Data to the City, in the standard Corrigo data format mutually agreed upon by Corrigo and the City, within fifteen (15) days following Corrigo's receipt of written notice from the City requesting the City Data. SECTION 15 GENERAL PROVISIONS 15.1 AUDIT AND INSPECTIONS Upon reasonable verbal or written notice to Consultant, no more than once per year, and at any time during normal business hours (i.e. 9AM — 5PM, Monday through Fridays, excluding nationally recognized holidays), and as often as the City Manager may, in his/her reasonable discretion and judgment, deem necessary, there shall be made available to the City Manager, and/or such representatives as the City Manager may deem to act on the City's behalf, to audit, examine, and/ or inspect, any and all other documents and/or records relating to all matters covered by this Agreement. Corrigo shall maintain any and all such records at its place of business at the address set forth in the "Notices" section of this Agreement. 15.2 NO DISCRIMINATION In connection with the performance of the Services, the Corrigo shall not exclude from participation in, deny the benefits of, or subject to discrimination anyone on the grounds of race, color, national origin, sex, age, disability, religion, income or family status. Additionally, Corrigo shall comply fully with the City of Miami Beach Human Rights Ordinance, codified in Chapter 62 of the City Code, as may be amended from time to time, prohibiting discrimination in employment, housing, public accommodations, and public services on account of actual or perceived race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, age, disability, ancestry, height, weight, domestic partner status, labor organization membership, familial situation, or political affiliation. 15.3 CONFLICT OF INTEREST Corrigo herein agrees to adhere to and be governed by all applicable Miami-Dade County Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County Code, as may be amended from time to time; and by the City of Miami Beach Charter and Code, 10 In its performance of the work and/or services, Corrígo shall comply with all applicable laws, ordinances, and regulations of the City, Miami-Dade County, the State of Florida, and the federal government, as applicable. 14.3 CITY PROPERTY All data produced by the City, including all reports, documents, findings, and data imported or uploaded through use of Corrigo's Software (the "City Data") are intended to be and shall remain the property of the City and shall not be otherwise be made public and/or disseminated by Corrigo or subject to any application for copyright or patent by or on behalf of Corrige, without the prior written consent of the City Manager. As further specified in Exhibit C hereto, all rights and ownership in any of City's Proprietary Rights (as defined in Exhibit C) and City Data shall remain with City. Nothing herein shall act to transfer or assign any of the City's intellectual property rights to Corrigo. Notwithstanding any provision to the contrary in this Agreement, Corrige shall immediately deliver the City Data to the City, in the standard Corrige data format mutually agreed upon by Corrigo and the City, within fifteen (15) days following Corrigo's receipt of written notice from the City requesting the City Data. SECTION 15 GENERAL PROVISIONS 15.1 AUDIT AND INSPECTIONS Upon reasonable verbal or written notice to Consultant, no more than once per year, and at any time during normal business hours (i.e. 9AM - 5PM, Monday through Fridays, excluding nationally recognized holidays), and as often as the City Manager may, in his/her reasonable discretion and judgment, deem necessary, there shall be made available to the City Manager, and/or such representatives as the City Manager may deem to act on the City's behalf, to audit, examine, and/ or inspect, any and all other documents and/or records relating to all matters covered by this Agreement. Corrigo shall maintain any and all such records at its place of business at the address set forth in the "Notices" section of this Agreement 15.2 NO DISCRIMINATION In connection with the performance of the Services, the Corrigo shall not exclude from participation in, deny the benefits of, or subject to discrimination anyone on the grounds of race, color, national origin, sex, age, disability, religion, income or family status. Additionally, Corrige shall comply fully with the City of Miami Beach Human Rights Ordinance, codified in Chapter 62 of the City Code, as may be amended from time to time, prohibiting discrimination in employment, housing, public accommodations, and public services on account of actual or perceived race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, marital and familial status, age, disability, ancestry, height, weight, domestic partner status, labor organization membership, familial situation, or political affiliation. 15.3 CONFLICT OF INTEREST Corrigo herein agrees to adhere to and be governed by all applicable Miami-Dade County Conflict of Interest Ordinances and Ethics provisions, as set forth in the Miami-Dade County Code, as may be amended from time to time; and by the City of Miami Beach Charter and Code, 10 as may be amended from time to time; both of which are incorporated by reference as if fully set forth herein. Corrigo covenants that it presently has no interest and shall not acquire any interest, directly or indirectly, which could conflict in any manner or degree with the performance of the Services. Corrigo further covenants that in the performance of this Agreement, Corrigo shall not employ any person having any such interest. No member of or delegate to the Congress of the United States shall be admitted to any share or part of this Agreement or to any benefits arising therefrom. 15.4 CONSULTANTS COMPLIANCE WITH FLORIDA PUBLIC RECORDS LAW (A) Corrigo shall comply with Florida Public Records law under Chapter 119, Florida Statutes, as may be amended from time to time. (B) The term "public records" shall have the meaning set forth in Section 119.011(12), which means all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business of the City. (C) Pursuant to Section 119.0701 of the Florida Statutes, if Corrigo meets the definition of "Contractor" as defined in Section 119.0701(1)(a), Corrigo shall: (1) Keep and maintain public records required by the City to perform the service; (2) Upon request from the City's custodian of public records, provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes or as otherwise provided by law; (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as authorized by law, for the duration of the contract term and following completion of the Agreement if Corrigo does not transfer the records to the City; (4) Upon completion of the Agreement, transfer, at no cost to the City, all public records in possession of Corrigo or keep and maintain public records required by the City to perform the service. If Corrigo transfers all public records to the City upon completion of the Agreement, Corrigo shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If Corrigo keeps and maintains public records upon completion of the Agreement, Corrigo shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the City upon request from the City's custodian of public records, in a format that is compatible with the information technology systems of the City. (D) REQUEST FOR RECORDS; NONCOMPLIANCE. (1) A request to inspect or copy public records relating to the City's contract for services must be made directly to the City. If the City does not possess the requested records, the City shall immediately notify Corrigo of the request, and Corrigo must provide the records to the City or allow the records to be inspected or copied within a reasonable time. (2) Consultant's failure to comply with the City's request for records shall constitute a breach of this Agreement, and the City, at its sole discretion, may: (1) unilaterally terminate the Agreement; (2) avail itself of the remedies set forth under the Agreement; and/or (3) avail itself of any available remedies at law or in equity. 11 as may be amended from tim e to time; both of wh ich are incorporated by referen ce as if fully set forth herei n. Corrigo covenants that it presently has no interest and shall not acquire any interest, directly or indirectly, which could conflict in any manner or degree with the performance of the Services. Corrigo furth er coven ants that in the perform ance of this Agreem ent, Corrigo sh all not employ any person having any such interest. No member of or delegate to the Congress of the United States shall be admitted to any share or part of this Agreement or to any benefits arising therefrom. 1 5.4 C O N S UL T AN T'S C OM P L I A N C E WI TH FLORIDA P U BL I C R E C O R D S L A W (A) Corrige shall comply with Florida Public Records law under Chapter 119, Florida Statutes, as may be amended from time to time. (B) Th e term "public records" sh all have the meaning set forth in Section 119.011(12), which means all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or ìn connection with the transaction of official busine ss of the City. (C) Pursuant to Section 119.0701 of the Florida Statutes, if Corrigo meets the definition of "Contractor" as defined in Section 119.0701(1)(a), Corrigo shall:. (1) Keep and maintain public records required by the City to perform the service; (2) Upon request from the City's custodian of public records, provide the City with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in Ch apter 119, Florida Statutes or as otherwise provided by law; (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed, except as authorized by law, for the duration of the contract term and following completion of the Agreement if Corrigo does not tran sfer the records to the City, (4) Upon com pletion of the Agreem ent, transfer, at no cost to the City, all public records in possession of Corrigo or keep and maintain public records required by the City to perform the service. If Corrigo tran sfers all public records to the City upon com pletion of the Agreement, Corrigo sh all destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If Corrige keeps and maintains public records upon completion of the Agreement, Corrigo shall meet all applicable requirem en ts for retaining public records. All records stored electronically must be provided to the City, upon request from the City's custodian of public records, in a form at that is compatible with the infor m ation technology systems of the City. (O) REQUEST FOR RECORDS; NONCOMPLIANCE. (1) A request to inspect or copy public records relating to the City's contract for serv ices must be made directly to the City. If the City does not possess the requested records, the City shall immediately notify Corrìgo of the request, and Corrige must provide the records to the City or allow the records to be inspected or copied within a reasonable time. (2) Con sultant's failure to comply with the City's request for records shall constitute a breach of this Agreement, an d the City, at its sole discretion, may: (1) unilaterally terminate the Agreem ent; (2) avail itself of the remedies set forth under the Agreement; and/or (3) avail itself of any available remedies at law or in equity. 11 (3) If Corrigo fails to provide the public records to the City within a reasonable time may be subject to penalties under s. 11 a 10 (E) CIVIL ACTION. (1) If a civil action is filed against a Corrigo to compel production of public records relating to the City's contract for services, the court shall assess and award against Corrigo the reasonable costs of enforcement, including reasonable attorney fees, if: a. The court determines that Corrigo unlawfully refused to comply with the public records request within a reasonable time; and b. At least 8 business days before filing the action, the plaintiff provided written notice of the public records request, including a statement that the Corrigo has not complied with the request, to the City and to the Consultant. (2) A notice complies with subparagraph (1)(b) if it is sent to the City's custodian of public records and to Corrigo at the Consultant's address listed on its contract with the City or to the Consultant's registered agent. Such notices must be sent by common carrier delivery service or by registered, Global Express Guaranteed, or certified mail, with postage or shipping paid by the sender and with evidence of delivery, which may be in an electronic format. (3) If Corrigo who complies with a public records request within 8 business days after the notice is sent is not liable for the reasonable costs of enforcement. (F) IF COR.RIGO HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: CITY OF MIAMI BEACH ATTENTION: RAFAEL E. GRANADO, CITY CLERK 1700 CONVENTION CENTER DRIVE MIAMI BEACH, FLORIDA 33139 E-MAIL: RAFAELGRANADOMIIIAM EACHFLGOV PHONE: 305-673-7411 [REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] 12 (3) If Corrígo fails to pro vide the public records to the City within a reasonable time may be subject to pen alties und er s. 119_10. (E) CIV IL ACTIO N. (1) If a civil act ion is filed against a Corrigo to com pel production of publíc records relating to the City's contract fo r serv ices, the court shall assess and aw ard against C orrigo th e reasonable costs of enfo rcem ent, including reasonable attorney fees, it. a. The court determ ines that Corrigo unlawf ully refused to comply with the public records request within a reason able time; an d b. A t least 8 business days before filing the act ion, the plaintiff provided written notice of the public records request, including a statem ent that the Corrigo has not com plied w ith the request, to the City and to the Consultant. (2) A notice com plies with subpar a grap h (1)(b ) if it is sent to the City's custodian of public records and to Corrigo at the Consultant's address listed on its contract with the C ity or to the Consultant's registered agent. Such notices must be sent by com m on carrier del ivery servi ce or by regist ere d, Global Express G uaran teed, or certified mail, with postage or shipping paid by the sender and with evidence of delivery, which m ay be in an electro nic form at. (3) If Corr ige who com plies w ith a public records request within 8 business days after the notice is sent is not liable fo r the reasonable costs of enfo rcement (F) IF CORRIGO HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLO RI DA STATUTES, TO THE CONSULTANT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: CITY OF MIAMI BEACH ATTENTION: RAFAEL E. GRANADO, CITY CLERK 1700 CONVENTION CENTER DRIVE MIAMI BEACH, FLORIDA 33139 E-MAIL: RA FAEL GRA NAD O@MIAMIBEACHFLGQy PHONE: 305-673-7411 [REM AIND ER O F THIS PAG E LEFT INTENTIO NALLY BLANK] 12 • 'r. : ; • y + ATTEST: By: Print Name and Title Date: CotkiRIGO INCORPORATED -• (;) • Print e and Title By: • " „ Date: -R4 City Clerk Manager ry e( -FTr• APPROVED AS TO FORM & LANGUAGE & OR EXECUTION 7^* City attorney e Date IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their appropriate officials, as of the date first entered above. CITY OF MIAMI BEACH, FLORIDA A I EST: 13 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their appropriate officials, as of the date first entered above. CITY OF MIAMI BEACH, FLORIDA A TT EST: - Cy cin r L e A..- 3 A TTES T. P\, P ri n t N am e an d Ti tle Print D ate: toe e and Title «,U{o;o.v ¥ ,e APPROVED AS TO FORM & LANGUAGE ·po,, l/e 4/ P oe 13 EXHIBIT A Implementation. Services Corrigo shall assist the City with configuration, deployment and user on-boarding of the Corrigo solution and shall provide such services as may be necessary or ancillary to assist the City with the foregoing. The primary objective of these services is achieving initial baseline system use and compliance. A Corrigo consultant will be assigned to perform the services specified herein, as well as the services otherwise set forth in Corrigo's answers to RFP 2019-2014C with regard to Appendix "C" thereof, and will arrange for additional Corrigo resources as required. Services included in this deployment are as follows: • Scheduled project meetings, including timeline, issue, and status updates • Business process analysis and reconunendations • TestingNalidation of data and workflows Base system configuration. needed to achieve primary objective includes: • Base work order and workflow configuration • Alert and escalation system setup • Customer portal configuration • Work completion and satisfaction tracking • Basic service provider setup • Asset and equipment inventory • PM/RM Work Order Management • Reports • Warranties Training will be done remotely via a web conference tool. Training is broken into two main groups: Admin / Dispatcher and Technician training The Admin/Dispatcher training will focus on the following (estimated time is 6 hours): • Creation of work orders • Modification of service agreements • Adding customers • Using the dispatch board • Managing users • Reporting • PM/RM • Warranties The Technician training will focus the use of the following (estimated time is 2 hours): EXHIBIT A Implementation_Services Corrigo shall assist the City with configuration, deployment and user on-boarding of the Corrigo solution and shall provide such services as may be necessary or ancillary to assist the City with the foregoing. The primary objective of these services is achieving initial baseline system use and compliance. A Corrigo consultant will be assigned to perform the services specified herein, as well as the services otherwise set forth in Corrigo's answers to RFP 2019-201-JC with regard to Appendix "C" thereof, and will arrange for additional Corrigo resources as required. Services included in this deployment are as follows: • Scheduled project meetings, including timeline, issue, and status updates • Business process analysis and recommendations • Testing/V alidation of data and workflows Base system configuration needed to achieve primary objective includes: • Base work order and workflow configuration • Alert and escalation system setup • Customer portal configuration • Work completion and satisfaction tracking • Basic service provider setup • Asset and equipment inventory • PM/RM Work Order Managem ent e • Reports • Warranties Training will be done remotely via a web conference tool. Training is broken into two main groups: Admin / Dispatcher and Technician training The Admin/Dispatcher training will focus on the following (estimated time is 6 hours): • Creation of work orders • Modification of service agreements • Adding customers • Using the dispatch board • Managing users • Reporting • PM/RM • Warranties The Technician training will focus the use of the following (estimated time is 2 hours): 14 • Model devices • How to process a work order • Other functions that may be needed As appropriate, Corrigo will manage the process of on-boarding vendors into the Work Order Network. City will assist Corrigo in the on-boarding process on a commercially reasonable basis. Certain Corrigo features typically require additional services which are not included in a standard deployment. If City desires additional services for the following features, Corrigo and City will negotiate a separate statement of work: • Asset and equipment inventory, including existing warranty data load • Custom reports • Any Integration Projects Not Included in Standard Deployment The following services are not considered a part of a standard deployment: Adding Existing Warranties • Work Order History Import • Asset Tagging Custom Reports • Consulting Services • Vendor Sourcing integration to ERP/Accounting for: • Accounts Payable • Accounts Receivable • Lease Management • Time Card • Scheduling 15 • M odel devices • How to process a work order • Other functions that may be needed As appropriate, Corrigo will manage the process of on-boarding vendors into the Work Order Network. City will assist Corrigo in the on-boarding process on a commercially reasonable basis. Certain Corrigo features typically require additional services which are not included in a standard deployment. If City desires additional services for the following features, Corrigo and City will negotiate a separate statement of work: • Asset and equipment inventory, including existing warranty data load • Custom reports • Any Integration Projects N ot Included in Standard Deployment The following services are not considered a part of a standard deployment: • Adding Existing Warranties • Work Order History Import • Asset Tagging Custom Reports • Consulting Services • Vendor Sourcing Integration to ERP/Accounting for: • Accounts Payable • Accounts Receivable • Lease Management • Time Card • Scheduling 15 EXHIBIT B Fees and Terms of Payment Definition of Licensed Software, Licensed Software shall include CorrigoNet®, also known as Corrigo Enterprise, and WorkTrack® Service Provider as a suite with all standard modules and Corrigo's Work Order Network. Usage of the Licensed Software shall be limited based on the entity using it as set forth in the Fees and Pricing section of this Exhibit B of the Agreement. Services Bundled with Subscription. The Licensed Software shall be provided to City on a monthly basis as part of a subscription that shall include the Services as set forth below: Hosting City Support Product Maintenance Account Management Fees and Pricing. City will be charged a monthly fee, known as a Subscription Fee, in exchange for City's right to use the Licensed Software. The Subscription Fee will be billed monthly in arrears. The Subscription Fee will commence upon first commercial usage. The monthly Subscription Fee shall he per work order created using the following rates: City will be charged an annual license fee of $115,200.00 which will allow City to have up to 160 unique users accessing its Corrigo system ("License Fee"). City will be charged an additional $720.00 per year for each additional unique user (in excess of 160 users) that logs into the system. Beginning no later than January 1, 2020 (excepting delays in deployment caused by Corrigo), City will pay the License Fee in monthly increments of $9,600.00 in advance. User access will be monitored on a monthly basis and each additional user in excess of 160 users will be billed in arrears in a monthly amount of $60.00 per additional user. City agrees to establish usage of CorrigoPro Network as a work rule for its facility vendors. City will use good-faith, diligent efforts to promote the CorrigoPro Network as a work rule but has no absolute authority to force a vendor to enroll in th.e CorrigoPro Network. The charge for vendors enrolled in the CorrigoPro Network is $5.00 per work order or $30.00 per month for unlimited work orders and is billed directly to the vendor by Corrigo. Additional pricing options may be offered, and prices may change. Those vendors already enrolled in the CorrigoPro Network who are paying $30 per month for unlimited usage will not incur incremental fees as a result of this Agreement. City shall have no obligation or liability whatsoever for any agreements or disputes that may arise between vendor and Corrigo, including, without limitation, with respect to any vendor's payment obligations. Because Corrigo incurs significant cost while deploying, configuring and supporting the go-live process, as set forth in Exhibit A, Corrigo will charge City a Set-up Fee of $16,000 will be invoiced in monthly installments of $1,333.33 which will be invoiced beginning November 15, 2019 with the last invoice to be issued on January 15, 2021. 16 E XH I BIT B Fees and Terms of Payment Definition of Licensed_Software. Licensed Software shall include CorrigoNet@, also known as Corrigo Enterprise, and Work Track@ Service Provider as a suite with all standard modules and Corrigo's Work Order Network. Usage of the Licensed Software shall be limited based on the entity using it as set forth in the Fees and Pricing section of this Exhibit B of the Agreement. Serv ices_B undled with _Subscript ion. The Licensed Software shall be provided to City on a monthly basis as part of a subscription that shall include the Services as set forth below: Hosting City Support Product Maintenance Account Management Fees and_Pricing. City will be charged a monthly fee, known as a Subscription Fee, in exchange for City's right to use the Licensed Software. The Subscription Fee will be billed m onthly in arrears. The Subscription Fee will commence upon first commercial usage. The monthly Subscription Fee shall be per work order created using the following rates: City will be charged an ann ual license fee of $115,200.00 which will allow City to have up to 160 unique users accessing its Corrigo system ("License Fee"). City w ill be charged an additional $720.00 per year for each additional unique user (in excess of 160 users) that logs into the system. Beginning no later than January 1, 2020 (excepting delays in deployment caused by Corrigo), City wi ll pay the Licens e Fee in monthly increments of $9,600.00 in advance. User access will be monitored on a monthly basis and each additional user in excess of 160 users will be billed in arrears in a monthly amount of $60.00 per addition al user. City agrees to establish usage of CorrigoPro Network as a work rule for its facility vendors. City will use good-faith, diligent efforts to promote the CorrigoPro Network as a work rule but has no absolute authority to force a vendor to enroll in the CorrigoPro Network. The charge for vendors enrolled in the CorrigoPro Network is $5.00 per work order or $30.00 per month for unlimited work orders and is billed directly to the vendor by Corrigo. Additional pricing options may be offered, and prices may change. Those vendors already enrolled in the CorrigoPro Network who are paying $30 per month for unlimited usage will not incur incremental fees as a result of this Agreement. City shall have no obligation or liability whatsoever for any agreements or disputes that may arise between vendor and Corrigo, including, without limitation, with respect to any vendor's payment obligations. Because Corrigo incurs significant cost while deploying, configuring and supporting the go-live process, as set forth in Exhibit A, Corrigo will charge City a Set-up Fee of $16,000 will be invoiced in monthly installments of $1,333.33 which will be invoiced beginning November I5, 2019 with the last invoice to be issued on January 15, 2021. 16 Corrigo will provide a standard VFA by Accruent integration, for a fee of $16,000 which will be invoiced in monthly increments of $1,333.33 beginning February 15, 2020 with the last invoice to be issued on January 15, 2021. If integration is not successful, Corrigo waive the fee of $16,000 and any amounts prepaid will be credited to the City. Corrigo will provide a standard Munis by Tyler Technologies integration, for a fee of $16,000 which will be invoiced in monthly increments of $1,333,33 beginning February 15, 2020 with the last invoice to he issued on January 15, 2021. If integration is not successful, Corrigo waive the fee of $16,000 and any amounts prepaid will be credited to the City. All fees are due forty five (45) days from receipt of invoice. Additional services requested by City shall be negotiated separately. [REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] 17 C o rrig o wi l l provide a standard VFA by Accruent integration, for a fee of $16,000 which will be invoiced in monthly increments 0f $1,333.33 beginning February 15, 2020 with the last invoice to be issued on January 15, 2021. If integration is not successful, Corrigo waive the fee of $16,000 and any amounts prepaid will be credited to the City. Corrigo will provide a standard Munis by Tyler Technologies integration, for a fee of $16,000 which will be invoiced in monthly increments of$1,333.33 beginning February 15, 2020 with the last invoice to be issued on January 15, 2021. If integration is not successful, Corrigo waive the fee of $16,000 and any amounts prepaid will be credited to the City. All fees are due forty five (45) days from receipt of invoice. Additional services requested by City shall be negotiated separately. [REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] 17 EXHIBIT C Supplemental Terms and Conditions . Licensed Software and Service Subscription. Corrigo hereby grants to City including its subsidiaries and affiliates for City's internal business operations the non-exclusive right and license to access Corrigo's software as specified on Exhibit A hereto including all upgrades and enhancements thereof (the "Licensed Software"). Corrigo owns or has complete ownership rights to the Licensed Software and has unhindered rights to license the Licensed Software to City. Services, including general hosting services and support (the "Services") for the Licensed Software will be provided by Corrigo under the terms and conditions specified in the appended Exhibit A incorporated herein and in any additional quotes or Exhibits incorporated via amendment hereafter. During the specified term and subject to the terms and conditions hereof (including those included in Exhibit A hereto and in any additional Exhibits incorporated via amendment hereafter), Corrigo shall (i) operate, and maintain the Licensed Software on Corrigo's application server; (ii) provide to City reasonable access to Corrigo's application server sufficient for City to exercise its subscription license rights granted above; (iii) use commercially reasonable efforts to maintain the security of the Service with the same standard of care that it uses to safeguard its own data services which in no event shall be less than reasonable care; (iv) provide support to one designated employee of City consisting of telephone help desk or online support services; (v) ensure that the Service is available to City and performing substantially in accordance with the applicable specifications provided to City or made available to City via Corrigo's website; (vi) be responsible for, maintain and ensure that City data is backed up and, in the event that the availability of the Licensed Software or Services is interrupted, for the orderly and timely restoration of such data and (vii) use commercially reasonable efforts to make the Service generally available to City. City shall not have the right to re-license, distribute or sell rights to access or use the Licensed Software or to transfer or assign rights to access or use the Licensed Software, except to its subsidiaries and affiliates as expressly provided herein. City may not reverse engineer, mimic product know how, copy, publish or otherwise use the Licensed Software, except as expressly provided herein. All rights not expressly granted to City herein are expressly reserved by Corrigo. 2, License Protections. City shall not: (i) transmit or share identification and/or password codes to persons other than the authorized users designated by City (each, an "Authorized User") for whom such codes were generated; (ii) permit Authorized Users to share identification and/or password codes with others; (iii) permit the identification and/or password codes to be cached in proxy servers and accessed by individuals who are not Authorized Users; or (iv) permit access to Corrigo's application server through a single identification and/or, password code being made available to multiple users on a network. In addition, City shall use its commercially reasonable efforts to prevent any person without valid identification and/or password codes to attempt to access Corrigo's application server. 18 EX HIBIT C Supplemental Terms_and Conditions 1. Licensed Software and Service Subscription. Corrigo hereby grants to City including its subsidiaries and affiliates for City's internal business operations the non-exclusive right and license to access Corrigo's software as specified on Exhibit A hereto including all upgrades and enhancements thereof (the "Licensed Software"). Corrigo owns or has complete ownership rights to the Licensed Software and has unhindered rights to license the Licensed Software to City. Services, including general hosting services and support (the "Services") for the Licensed Softwar e will be provided by C orrigo under the terms and conditions specified in the appended Exhibit A incorporated herein and in any additional quotes or Exhibits incorporated via amendment hereafter. During the specified term and subject to the terms and conditions hereof (including th ose included in Exhibit A hereto and in any additional Exhibits incorporated via amendment hereafter), Corrigo shall (i) operate, and maintain the Licensed Softwar e on Corrigo's application server; (ii) provide to City reasonable access to Corrigo's application server sufficient for City to exercise its subscription license rights granted above; (iii) use commercially reasonable efforts to m aintain the security of the Service with the same standard of care that it uses to safeguard its own data services which in no event shall be less than reasonable care; (iv) provide support to one designated employee of City consisting of telephone help desk or online support services; (v) ensure that the Service is available to City and performing substantially in accordance with the applicable specifications provided to City or made available to City via Corrigo's website; (vi) be responsible for, maintain and ensure that City data is backed up and, in the event that the availability of the Licensed Software or Services is interrupted, for the orderly and timely restoration of such data and (vii) use commercially reasonable efforts to make the Service generally available to City. City shall not have the right to re-license, distribute or sell rights to access or use the Licensed Software or to transfer or assign rights to access or use the Licensed Software, except to its subsidiaries and affiliates as expressly provided herein. City may not reverse engineer, mimic product know how, copy, publish or otherwise use the Licensed Software, except as expressly provided herein. All rights not expressly granted to City herein are expressly reserved by Corrigo. 2. License Protections. City shall not: (i) transmit or share identification and/or password codes to persons other than the authorized users designated by City (each, an "Authorized User") for whom such codes were generated; (ii) permit Authorized Users to share identification and/or password codes with others; (iii) permit the identification and/or password codes to be cached in proxy servers and accessed by individuals who are not Authorized Users; or (iv) permit access to Corrigo's application server through a single identification and/or password code being made available to multiple users on a network. In addition, City shall use its commercially reasonable efforts to prevent any person without valid identification and/or password codes to attempt to access Corrigo's application server. 18 3. Ownership. Title to any and all rights, whether registered or unregistered, in and with respect to patents, copyrights, confidential information, know-how, trade secrets, moral rights, contract or licensing rights, confidential and proprietary information protected under contract or otherwise under law, trade names, domain names, trade dress, logos, animated characters, trademarks, service marks, and other similar rights or interests in intellectual or industrial property (the "Proprietary Rights") as embodied in the Licensed. Software and other software installed on Corrigo's application server or operating as part of CoiTigo's web site shall remain in and be the sole and exclusive property of Corrigo and its licensors. All rights and ownership in any of City's Proprietary Rights and City data shall remain with City, 4. Limited Warranty. During the term hereof, Corrigo warrants that the Licensed Software shall be accessible to City through the Internet substantially in accordance with specifications provided on the Licensed Software web site. CITY'S SOLE AND EXCLUSIVE REMEDY AND CORRIGO'S SOLE AND EXCLUSIVE LIABILITY FOR BREACH OF THIS WARRANTY REGARDING INTERNET SERVICE INTERRUPTIONS SHALL BE THE REPLACEMENT OF SERVICE FOR ANY TIME CORRIGO'S APPLICATION SERVER AND/OR THE LICENSED SOFTWARE DO NOT CONFORM TO THE WARRANTY. CORRIGO DOES NOT WARRANT THAT THE LICENSED SOFTWARE OR THAT CORRIGO'S APPLICATION SERVER WILL MEET CITY'S REQUIREMENTS, THAT THE LICENSED SOFTWARE WILL OPERATE IN THE COMBINATIONS WHICH CITY MAY SELECT FOR USE, THAT THE OPERATION OF CORRIGO'S APPLICATION SERVER, OR THE LICENSED SOFTWARE WILL BE UNINTERRUPTED OR. ERROR- FREE, OR THAT THE LICENSED SOFTWARE WILL MEET ANY PARTICULAR CRITERIA OF PERFORMANCE, QUALITY, ACCURACY, PURPOSE, OR NEED. 5. Warranty Disclaimers. EXCEPT FOR THE LIMITED EXPRESS WARRANTY PROVIDED ABOVE, NEITHER CORRIGO NOR ANY OF ITS SUPPLIERS OR RESEULERS MAKES ANY WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, AND CORRIGO AND FIS SUPPLIERS SPECIFICALLY DISCLAIM THE IMPLIED WARRANTIES OF TITLE, NONINFRfNGEMENT, MERCHANTABILITY, AND FITNESS FOR A PARTICULAR PURPOSE, SYSTEM INTEGRATION AND DATA ACCURACY. SOME STATES DO NOT ALLOW DISCLAIMERS OF IMPLIED WARRANTIES, SO THE ABOVE LIMITATION MAY NOT APPLY IN THOSE STATES. CITY ACKNOWLEDGES THAT NO REPRESENTATIONS OTHER THAN THOSE CONTAINED IN THIS AGREEMENT HAVE BEEN MADE RESPECTING THE LICENSED SOFTWARE OR SERVICES TO BE PROVIDED HEREUNDER, AND THAT CITY HAS NOT RELIED ON ANY REPRESENTATION NOT EXPRESSLY SET OUT IN THIS AGREEMENT. FURTHER, CITY ACKNOWLEDGES AND AGREES THAT THE INTERNET IS NOT ESTABLISHED OR MAINTAINED BY CORRIGO, THAT CORRIGO HAS NO CONTROL OVER THE INTERNET, AND THAT CORRIGO IS NOT LIABLE FOR THE DISCONTINUANCE OF OPERATION OF ANY PORTION OF THE INTERNET OR POSSIBLE REGULATION OF THE INTERNET WHICH MIGHT RESTRICT OR PROHIBIT THE OPERATION OF THE LICENSED SOFTWARE. 19 3. Ownership. Title to any and all rights, whether registered or unregistered, in and with respect to patents, copyrights, confidential information, know-how, trade secrets, moral rights, contract or licensing rights, confidential and proprietary information protected under contract or otherwise under law, trade names, domain names, trade dress, logos, animated characters, trademarks, service marks, and other similar rights or interests in intellectual or industrial property (the "Proprietary Rights") as embodied in the Licensed Software and other software installed on Corrigo's application server or operating as part of Corrigo's web site shall remain in and be the sole and exclusive property of Corrigo and its licensors. All rights and ownership in any of City's Proprietary Rights and City data shall remain with City. 4. Limited Warranty. During the term hereof, Corrigo warrants that the Licensed Software shall be accessible to City through the Internet substantially in accordance with specifications provided on the Licensed Software web site. CITY'S SOLE AND EXCLUSIVE REMED Y AND CORRIGO'S SOLE AND EXCLUSIVE LIABILITY FOR BREACH OF THIS WARRANTY REGARDING INTERNET SERVICE INTERRUPTIONS SHALL BE THE REPLACEMENT OF SERVICE FOR ANY TIME CORRIGO'S APPLICATION SERVER AND/OR THE LICENSED SOFTWARE DO NOT CONFORM TO THE WARRANTY. CORRIGO DOES NOT WARRANT THAT THE LICENSED SOFTWARE OR THAT CORRIGOS APPLICATION SERVER WILL MEET CITY'S REQUIREMENTS, THAT THE LICENSED SOFTWARE WILL OPERATE IN THE COMBINATIONS WHICH CITY MAY SELECT FOR USE, THAT THE OPERATION OF CORRIGO'S APPLICATION SERVER, OR THE LICENSED SOFTWARE WILL BE UNINTERRUPTED OR ERRO R- FREE, OR THAT THE LICENSED SOFTWARE WILL MEET ANY PARTICULAR CRITERIA OF PERFORMANCE, QUALITY, ACCURACY, PURPOSE, OR NEED. 5. Warranty Disclaimers. EXCEPT FOR THE LIMITED EXPRESS WARRANTY PROVIDED ABOVE, NEITHER CORRlGO NOR ANY OF ITS SUPPLIERS OR RESELLERS MAKES ANY WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, AND CORRIGO AND ITS SUPPLIERS SPECIFICALLY DISCLAIM THE IMPLIED WARRANTIES OF TITLE, NONINFRINGEMENT, MERCHANTABILITY, AN D FITNESS FOR A PARTICULAR PURPOSE, SYSTEM INTEGRATION AND DATA ACCURACY. SOME STATES DO NOT ALLOW DISCLAIMERS OF IMPLIED WARRANTIES, SO THE ABOVE LIMITATION MA Y NOT APPLY IN THOSE STA TES. CITY ACKNOWLEDGES THAT NO REPRESENTATIONS OTHER THAN THOSE CONTAINED IN THIS AGREEMEN T HAVE BEEN MADE RESPEC TING THE LICENSED SOFTWARE OR SERVICES TO BE PROVIDED HEREUNDER, AND THAT CITY HAS NOT RELIED ON ANY REPRESENTATION NOT EXPRESSLY SET OUT IN THIS AGREEMENT. FURTHER, CITY ACKN OWL EDG ES AND AGRE ES THAT THE INTERNET IS NOT ESTABLISHED OR MAINTAINED BY CORRIGO, THAT CORRIGO HAS NO CONTROL OVER THE INTERNET, AND THAT CORRIGO IS NOT LIABLE FOR THE DISCONTINUANCE OF OPERATION OF ANY PORTION OF THE INTERNET OR POSSIBLE REGULATION OF THE INTERNET WHICH MIGHT RESTRICT OR PROHIBIT THE OPERATION OF THE LICENSED SOFTWARE. 19 6. Limitation of Damages. CORRIGO'S ENTIRE CUMULATIVE LIABILITY FOR MONEY DAMAGES ARISING OUT OF THIS AGREEMENT AND/OR THE LICENSING OF THE LICENSED SOFTWARE SHALL BE LIMITED TO THE AGGREGATE SUBSCRIPTION LICENSE FEES PAYABLE BY MY UNDER THIS AGREEMENT FOR A PERIOD OF EIGHTEEN (18) MONTHS, Disclaimer of Incidental and Consequential Damages. NOTWITHSTANDING ANY TERMS TO THE CONTRARY IN THIS AGREEMENT, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER UNDER ANY THEORY INCLUDING CONTRACT AND TORT (INCLUDING NEGLIGENCE AND STRICT PRODUCTS LIABILITY) FOR ANY INDIRECT, SPECIAL OR INCIDENTAL OR. CONSEQUENTIAL DAMAGES IN EXCESS OF THE MONETARY LIMITATION SET FORTH IN SECTION 6 OF THIS EXHIBIT C, EVEN IF THE PARTY CAUSING SUCH DAMAGES HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY. 7. Continuing Obligations. The following obligations shall survive the expiration or termination hereof: (i) any and all warranty disclaimers, limitations of liability and indemnities granted by either party herein, (ii) any covenant granted herein for the purpose of determining ownership of, or protecting, the Proprietary Rights, including without limitation, the Confidential Information of either party, or any remedy for breach thereof, and (iii) the payment of taxes, duties, or any money to Corrigo. 8. Data Security. Corrigo will implement reasonable administrative, physical, and technical measures, including disaster recovery procedures, designed to secure the City Data against accidental or unlawful loss, access or disclosure. Upon becoming aware of any unlawful access to any City Data stored on the Corrigo hosted environment, or a subcontractor's, facilities, or unauthorized access to such equipment or facilities resulting in loss, disclosure, or alteration of the City Data (each a "Security Incident"), Corrigo will:. (i) promptly notify the City of the Security Incident; (ii) investigate the Security Incident and provide the City with detailed information about the Security Incident; and (iii) take reasonable steps to mitigate the effects and to minimize any damage resulting from the Security Incident. Corrigo will within thirty (30) days of termination of this Agreement for any reason provide to the City, at no additional cost, a machine-readable copy of the the City Data (including Vendor contact and insurance data and electronic copies of all Insurance Documents). Upon confirmation of the City's receipt, Corrigo will purge all the City Data from the hosted environment. 20 6. L im itation of Damages. CORRIGO'S ENTIRE CUMULATIVE LI ABILITY FO R MO NEY DAMAGES ARISING OUT OF THIS AGREEMENT AND/OR THE LICENSING OF THE LICEN SED SOFTWARE SHALL B E LIMITED TO THE AGGREGATE SUBSCRIPTION LICENSE FEES PA Y ABLE BY CITY UNDER THIS AGREEMENT FOR A PERIOD OF EIGHTEEN (I8) MONTHS. Disclaimer of Incidental and Consequential Damages. NOTWITHSTANDING ANY TERMS TO THE CONTRARY IN THIS AGREEMENT, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER UNDER ANY THEORY INCLUDING CONTRACT AND TORT (INCLUDING NEGLIGENCE AND STRICT PRODUCTS LIABILITY) FOR ANY INDIRECT, SPECIAL OR INCIDENTAL OR CONSEQUENTIAL DAMAGES IN EXCESS OF THE MONETARY LIMITATION SET FORTH IN SECTION 6 OF THIS EXHIBIT C, EVEN IF THE PARTY CAUSING SUCH DAMAGES HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMA GES. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DA MAGES, SO THE ABOVE LIMITATION OR EXCLUSION MA Y NOT APPL Y. 7. Continuing Obligations. The following obligations shall survive the expiration or termination hereof: (i) any and all warranty disclaimers, limitations of liability and indemnities granted by either party herein, (íi) any covenant granted herein for the purpose of determining ownership of, or protecting, the Proprietary Rights, including without limitation, the Confidential Information of either party, or any remedy for breach thereof, and (iii) the payment of taxes, duties, or any money to Corrigo. 8. Data Security. Corrigo will implement reasonable administrative, physical, and technical measures, including disaster recovery procedures, designed to secure the City Data against accidental or unlawful loss, access or disclosure. Upon becoming aware of any unlawful access to any City Data stored on the Corrigo hosted environment, or a subcontractor's, facilities, or unauthorized access to such equipment or facilities resulting in loss, disclosure, or alteration of the City Data (each a "Security Incident"), Corrigo will:. (i) promptly notify the City of the Security Incident; (ii) investigate the Security Incident and provide the City with detailed information about the Security Incident; and (iii) take reasonable steps to mitigate the effects and to minimize any damage resulting from the Security Incident. Corrigo will within thirty (30) days of termination of this Agreement for any reason provide to the City, at no additional cost, a machine-readable copy of the the City Data (including Vendor contact and insurance data and electronic copies of all Insurance Documents). Upon confirmation of the City's receipt, Corrigo will purge all the City Data from the hosted environment. 20 ATTACHMENT A RESOLUTION COMMISSION ITEMS AND COMMISSION MEMORANDUM A TT AC H M ENT A RESO LUTIO N C OM M ISSION ITEM S AN D CO M M ISSION M EM O RA N D U M APOVED AS TO FORMPR& LANGUAGE & FO XECUTiON 7 Redevelopment Agent Generol Counsel RESOLUTION NO. 201940894 A RESOLUTION OF THE CHAIRPERSON AND MEMBERS OF THE CITY OF MIAMI BEACH REDEVELOPMENT AGENCY (RDA), FLORIDA, AUTHORIZING THE EXECUTIVE DIRECTOR, OR HIS DESIGNEE, TO SELECT, NEGOTIATE, AWARD AND REJECT ALL BIDS, CONTRACTS, AGREEMENTS, AND GRANT APPLICATIONS; RENEW EXISTING CONTRACTS WHICH MAY EXPIRE; AND TERMINATE EXISTING CONTRACTS, AS NEEDED, DURING THE RECESS PERIOD BETWEEN JULY 31, 2019 AND THE FIRST REGULARLY SCHEDULED MEETING ON SEPTEMBER 11, 2019, SUBJECT TO RATIFICATION BY THE RDA AT ITS FIRST REGULARLY SCHEDULED MEETING ON SEPTEMBER,11, 2019. WHEREAS, between July 31, 2019, and the first regularly scheduled RDA meeting on September 11, 2019, the RDA will be in recess and is not scheduled to be In session; and WHEREAS, during this period there may be bids or contracts in excess of the $100,000 for goods and services or $300,000 for Construction, which may need to be Issued, rejected, awarded, or terminated; and WHEREAS, the RDA has historically, during Its August recess, authorized the Executive Director to, as needed, select, negotiate, award and/or reject bids, execute contracts and agreements, submit grant applications, renew existing contracts that may expire, and terminate existing contracts, subject to subsequent ratification by the RDA; and WHEREAS, It is therefore requested that the Executive Director, or his designee, be authorized to, as needed, select, negotiate, award, and/or reject all bids, execute contracts and agreements, submit grant applications, renew existing contracts that may expire, and terminate existing contracts during the recess period between July 31, 2019 and the next regularly scheduled RDA meeting on September 11, 2019, subject to ratification by RDA at Its regularly scheduled meeting on September 11, 2019. NOW, THEREFORE, BE IT DULY RESOLVED BY THE CHAIRPERSON AND MEMBERS OF THE MIAMI BEACH REDEVELOPMENT AGENCY, FLORIDA, that the Chairperson and Members hereby authorize the Executive Director, or his designee, to select, negotiate, award and/or reject all bids. execute contracts and agreements, submit grant applications, renew existing contracts that may expire, and terminate existing contracts, as needed, during the recess period between July 31, 2019 and the next regularly scheduled RDA meeting on September 11, 2019, subject to ratification by the RDA at its regularly scheduled meeting on September 11, 2019. PASSED AND ADOPTED this /7 day of LAI (r 2019. Dan Gelber, Chairperson ATTEST: 0) tit Za Rafae E. Granado, Secretary R E SOL U TI ON NO! 2019-30894 A RESOLUTION OF THE CHAIRPERSON AND MEMBERS öF THE CITY OF MIAMI BEACH REDEVELOPMENT AGENCY (RDA), FLORIDA, AUTHORIZING THE EXECUTIVE DIRECTOR, OR HIS DESIGNEE, TO SELECT, NEGOTIATE, AWAR D AND REJECT ALL BIDS, CONTRACTS, AGREEMENTS, AND GRANT APPLICATIONS; RENEW EXISTING CONTRACTS WHICH MAY EXPIRE; AND TERMINATE EXISTING CONTRACTS, AS NEEDED, DURING THE RE CESS PERIOD BETWE EN JULY 31, 2019 AND THE FIRST REGULARLY SCHED ULED MEETING ON SEPTEMBER 11, 2019, SUBJECT TO RATIFICATION BY THE RDA AT ITS FIRST REGULARLY SCHEDULED MEETING ON SEPTEMBER 11, 2019. WHE REA S, betw een duly 31, 2019, and the first regularly scheduled RDA meetlng on September 11, 2019, the RDA will be in recess and is not scheduled to be in sesslon; and WHEREAS, during this period there may be bids or contracts in excess of the $100,000 for goods and servlces or $300,000 for constructlon, which may need to be issued, rejected, awarded, or terminated; and WH ERE AS, the RDA has historically, during its August recess, authorized the Executive Director to, as needed, select, negotlate, award and/or reject bids, execute contracts and agreements, submi t grant applications, renew existing contracts that may expire, and terminate existing contracts, subject to subsequent ratification by the RDA; and WHEREAS, It is therefore requested that the Executive Director, or his designee, be authorized to, as needed, select, negotlate, award, and/or reject all bids, execute contracts and agreements, submit grant applications, renew existing contracts that may expire, and terminate existing contracts during the recess period between July 31, 2019 and the next regularly scheduled RDA meeting on September 11, 2019, subject to ratification by RDA at its regularly scheduled meeting on Septem ber 11, 20 19 .' NOW, TH E RE F O R E, BE IT D U LY RESOLVED BY THE C HAI RP E R S O N AND MEMBERS OF T H E M IAM I B E A C H RE D E VE L O PM E N T A G E N C Y, FL O RI DA , that the Ch airperson an d Mem b ers hereby authorize the Executive Director, or his deslgnee, to select, negotiate, award and/or reject all bids, execute contracts and agreem ents, submit grant applications, renew existing contracts th a t may e xp i re, and terminat e existing contracts, as needed, during the recess period between July 31, 20 1 9 and the next reg ularly sch eduled RDA meeting on September 11, 2019, subject to ratification by the RDA a t its regularly sch eduled meeting on Septem b er 11, 2019. PAssED AND ADOPTED hls _/" day or hufy_ _2oio. Dan G elb er, C hai rp ers on . . l ,_[g 2gI Rafael E. Gr a nado , Secretary APP ROVED AS TO FORM & LÄ NGUÄGE ) e o9 pq qv@ ,p,, ge do!i Red9yelopmgt Agen) ,a, v êisöiCä6 fe Po .. Resolutions • R7 E MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City CommIssion FROM: Jimmy L. Morales, City Manager DATE: July 17, 2019 SUBJECT:A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, AUTHORIZING THE CITY MANAGER, OR HIS DESIGNEE, TO SELECT, NEGOTIATE, AWARD AND REJECT ALL BIDS, CONTRACTS, AGREEMENTS, AND GRANT APPLICATIONS; RENEW EXISTING CONTRACTS WHICH MAY EXPIRE; AND TERMINATE EXISTING CONTRACTS, AS NEEDED, DURING THE RECESS PERIOD BETWEEN THE LAST REGULAR COMMISSION MEETING ON JULY 17, 2019, UNTIL THE FIRST REGULARLY SCHEDULED MEETING ON SEPTEMBER 11, 2019, SUBJECT TO RATIFICATION BY -THE CITY COMMISSION AT ITS FIRST REGULARLY SCHEDULED MEETING ON SEPTEMBER 11, 2019. JOINT CITY COMMISSION AND REDEVELOPMENT AGENCY RECOMMENDATION Adopt the Resolution. ANALYSIS Between the last meeting on July 31, 2019, and the first regularly scheduled meeting on September 17, 2019, the City Commission will not be in session. During this period there may be bids or contracts in excess of the $100,000 for goods and services or $300,000 for construction, which may need to be Issued, rejected, awarded, or terminated. For example, below Is a list of known bids which may need to be Issued or awarded during this period: Issuance, Rejection, Solicitation No. Title Department Award or Termination RFQ 2019-020-JC Disposal of Derelict Police Vessels [ Issuance RFQ 2019-109-ND Traffic Engineering Consulting Services Transportation Issuance ITB 2019-151-AY North Shore RestroomiConcession CIP Award Page 785 of 1502 Res ol uti ons - RZ E MIAMIBEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: Jimmy L. Morales, City Manager DATE: July 17, 2019 SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, AUTHORIZING THE CITY MANAGER, OR HIS DESIGNEE, TO SELECT, NEGOTIATE, AWARD AND REJECT ALL BIDS, CONTRACTS, AGREEMENTS, AND GRANT APPLICATIONS; RENEW EXISTING CONTRACTS WHICH MAY EXPIRE; AND TERMINATE EXISTING CONTRACTS, AS NEEDED, DURING TH E RECESS PERIOD BETWEEN THE LAST REGULAR COMMISSION MEETING ON JULY 17, 2019, UNTIL THE FIRST REGULARLY SCHEDULED MEETING ON SEPTEMBER 11, 2019, SUBJECT TO RATIFICATION BY THE CITY COMMISSION AT ITS FIRST REGULARLY SCHEDULED MEETING ON SEPTEMBER 11, 2019.J0INT CITY COMMISSION AND REDEVELOPMENT AGENCY ' RECOMMENDATION Adopt the Resolution. ANALYSIS Between the last meeting on July 31, 2019, and the first regularly scheduled meeting on September 17, 2019, the City Commission will not be in session. During this period there may be bids or contracts in excess of the $100,000 for goods and services or $300,000 for construction, which may need to be issued, rejected, awarded, or terminated. For example, below ls a list of know bids which may need to be issued or awarded during this period: Issuance, Solicitation No. Title Department Rejection, Award or Termination RFQ 2019-020-JC Disposal of Derelict Police Issuance Vessels Traffic Engineering ,. RF0 2019-109-ND Consultina Services Transportation Issuance ITB 2019-151-AY North Shore CIP Award Restroom/Concession Page 785 0f 1502 RFP 2019-201-JC Computerized Maintenance Management System (CMMS) Property Management Award RFQ 2019-252-WG Public Information Consultant Services Communication Issuance i TB 2019-296-DF Rue Vendome improvements CI P Award As has been customary in prior years, it is requested, that the City Manager, or his designee, be authorized to sign all contracts, agreements, and grant applications; renew any existing contracts and terminate existing contracts, as needed, from the last Commission meeting on July 31, 2019, until the first regularly scheduled Commission meeting on September 11, 2019, subject to ratification by the City Commission at its first regularly scheduled meeting on September 12, 2019. Since this authorization is necessary to ensure that essential services and projects continue during the period between the last Commission meeting on July 31, 2019, until the first regularly scheduled Commission meeting on September 11, 2019, it is recommended that the Mayor and City Commission adopt this Resolution. CONCLUSION The Administration recommends that the Mayor and City Commission of the City of Miami Beach, Florida, authority the City Manager, or designee, to select, negotiate, award and reject all bids, contracts, agreements, and grant applications; renew existing contracts which may expire; and terminate existing contracts, as needed, from the last commission meeting on July 31, 2019, until the first regularly scheduled meeting on September 11, 2019, subject to ratification by the City Commission at its first regularly scheduled meeting on September 11, 2019. Legislative Tracking Procurement ATTACHMENTS: Description ct Resolution Page 786 of 1502 Computerized RFP 2019-201-JC Maintenance Property Management Award Management System (CMMS) RFQ 2019-252-WG Public Information Communication Issuance Consultant Services 1TB 2019-296-DF Rue Vendome CIP Award Improvements As has been customary in prior years, it is requested, that the City Manager, or his designee, be authorized to sign all contracts, agreements, and grant applications; renew any existing contracts and terminate existing contracts, as needed, from the last Commission meeting on July 31, 2019, until the first regularly scheduled Commission meeting on September 11, 2019, subject to ratification by the City Commission at its first regularly scheduled meeting on September 12, 2019. Slnce this authorization is necessary to ensure that essential services and projects continue during the period between the last Commission meeting on July 31, 2019, until the first regularly scheduled Commission meeting on September 11, 2019, it is recommended that the Mayor and City Commission adopt this Resolution. CONCLUSION The Administratlon recommends that the Mayor and City Commission of the City of Miami Beach, Florida, authority the City Manager, or designee, to select, negotiate, awar d and reject all bids, contracts, agreements, and grant applications; renew existing contracts which may expire; and terminate existing contracts, as needed, from the last commission meeting on July 31, 2019, until the first regularly scheduled meeting on September 11, 2019, subject to ratification by the City Commission at its first regularly scheduled meeting on September 11, 2019. Legislative Tra ck ing Procurement ATTA CHME NTS; Description Resolutlon Page 786 0f 1502 Attachment A RFP 2019.2014t , CoMpritefite0 Maintenance Manallented System . ' .. :, •Monica ' 1:41... ,,,,,..i., ,,... ,r.- , -r- q ..- es .— ..... , . _ • Grand. '.. ,,6_ ,,.... ',,.r." .? --A1111* :..,_ :;, ;1ilci. ti, 1;4'1 • ri• •-...? '33. -.t. ".. - - *, .- ,- ,,,:z.. ., t.....,,,..,. . ,, co .:3--i' " ;.(t• '3 - .-.1 '-'., ,..- .-7.--,. i Is c a .-I. . v • - 7' -,..:. , . •r. ' . ,. fkra1611147., .,';'7' '' '‘,:'4E!... . '':i. .• ii. ^.7 24/7 Software 70 70 6 60 80 5 82 82 2 84 84 3 75 75 5 21 5 Accrtrent L1C 95 95 3 50 80 3 80 80 3 87 87 2 85 85 3 14 2 Assetworke LLC 91 91 4 90 90 2 71 71 8 81 81 4 80 80 4 20 4 Champs Software Inc so 50 8 35 35 8 . 65 . 65 7 75 75 6 70 70 8 35 7 Corriao 98 98 1 100 100 1 88 88 1 94 94 1. 100 100 1 5 1 eCIFM Solutions Inc 96 96 2 75 75 4 74 74 4 77 77 , 5 90 90 2 17 3 Tyler Technolooles Inc 65 es 7 50 50 6 59 59 8 , 70 70 8 30 30 8 37 8 Vivien( USA LLC 77 77 5 45 45 7 74 74 4 73 73 7 60 60 7 30 6 Quantitative Veterans Points Allocated (max 5 Points) 2417 Software 0 AocruenILLC 0 • Assetworks LLC 0 Champs Software Inc 0 .`19 0 eCIFM Solutions Inc 0 Tyler Technoloies Inc 0 Yistreg USA LLC 0 FOR DISPLAY PURPOSES ONLY. FINAL RANKING DOES NOT CONSTITUTE AN AWARD RECOMMENDATION. A tt a c h m e n t A = f l E E=EE±il l±st 247 Sotwar_ [_70_ 7@ " '- l l 13} 75 ] 75]s Accruenttuc. ss L gs _L_3I so _I so I3]so ] _8o [3l_ s7 I s7 1 2las L ss ]3 4%2.= ± ± H !-El $f ie #H HI E % ±A corio ] g8 I 9a L i li o@ I io [i l s [ s8 10o I 1oo L1 eCIFM Solutions he _L 96 I 96 I 2l 7s I 7s a l nu[ nu 1al 77 Im . l 5 I 9o I so 12 gEe gr±pg [ 4£[ pg £ g [%/ 3% [ [fm 4m [4gn 3 4 [ VsaiiuSüC: 5 45 45 7 7 7 i 73 73 "7[@ € 7 =l i 21 5 14 2 20 35 4 7 5 i ] 17 3 7 37 35 • i QuantitatNve Veterans Points Alocated [max 5 points) 24/7 Softw are o Accruent LLC o Assetworks LLC o Cham ps Softwa re Inc o OIT OO o »CI FM Sol ution s Inc o Tyer T Inc o V+sua/K USA LLC o FOR DISPLAY PURPOSES ONLY. FINAL RANKING DOES NOT CONSTITUTE AN AWARD RECOMMENDATION. Attachment B RFP 2019-201-JC Computerized Maintenance Management System Proposer Proposed Cost Quals Ranking 24/7 Software $ 90,000.00 5 Accruent LLC $ 249,932.00 2 Assetworks. LLC $ 1,327,175.00 4 Champs Software Inc $ 114,000.00 7 Corrigo $ 120,000.00 1 eCIFM Solutions Inc $ 799,380.00 3 Tyler Technologies Inc $ 1,202,824.00 8 VisualK USA LLC $ 350,485.00 6 A tta c h m e n t B RF P 2019-201-JC Computerized Maintenance Management System \ Proposer a.,- Proposed Cost r.± 3 Quals Ranking.: a » 24/7 Software $ 90,000.00 5 Accruent LLC $ 249,932.00 2 Assetworks LLC $ 1,327,175.00 4 Champs Software Inc $ 114,000.00 7l Corrigo $ 120,000.00 1 eCIFM Solutions Inc $ 799,380.00 3 Tyler Technologies Inc $ 1,202,824.00 8 VisualK USA LLC $ 350,485.00 6 Why is requested action necessary? On May a, 2019, the City Commission approved the issuance of Request for Proposals (RFP) No. 2019-201-JC, for Elevator Maintenance, Repairs, Parts and New Equipment. On May 8, 2019, the RFP was issued. A voluntary pre-proposal conference to provide information to the proposers submitting a response was May 22, 2019. RFP responses were due and received on June 18, 2019. The City received a total of eight (8) proposals. The City received proposals from the following proposers: 24/7 Software, Inc., Accruent LLC, Assetworks LLC, Champs Software, Inc., Corrigo Incorporated, eCIFM Solutions Inc., Tyler Technologies, Inc., and VisualK USA LLC. The Evaluation Committee appointed by the City Manager through Commission Memorandum on May 8, 2019, convened on July 29, 2019 to consider the responsive proposals received. The Committee was comprised of Monica Beltran, Assistant Director, Parking Department, City of Miami Beach; Jose Del Rlsco, Assistant. Director, Parks & Recreation Department, City of Miami Beach; Angelo Grande, Operations Manager, Global Spectra; Adrian Morales, Director, Property Management Division, City of Miami Beach; and, Frank Quintana, Division Director, Information Technology Department, City of Miami Beach. The Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance and the Government Sunshine Law. The Committee was also provided with general information on the scope of services and a copy of each proposal. The Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFP for qualitative factors only. The RFP stipulated that costs (quantitative factors) shall not be considered by the Evaluation Committee, but shall be considered by the City Manager in preparing his recommendation to the City Commission. The Committee's evaluation process resulted in the ranking of proposers as indicated in Attachment A, in the following order: 1st — Corrigo Incorporated; 2nd - Accruent LLC; 3rd - eCIFM Solutions, Inc.; 4th - Assetworks LLC; 5th - 24/7 Software, Inc.; 6th - VisualK USA LLC; 7th - Champs Software, Inc.; and, 8th - Tyler Technologies, Inc. A brief description of the top two (2) ranked proposers, based on qualitative factors, as provided in their response to the RFP, follows. Corrigo Incorporated According to its proposal, Corrigo has been in business over twenty (20) years, and creates industry-leading, cloud-based software for facilities managers and service providers. Corrigo is relied on around the world to optimize processes and planning at all types of facilities in dozens of industries, building in efficiencies throughout the value chain, including end-to-end work order management, and a full inventory of technician management and asset management tools. Some of its largest government clients include, County of Alameda, CA, Cobb County, GA, and the City of Fresno, CA. Piggyback Approval Contract Execution Award of ITQ. Request for Contract Term Renewal X Other - Award RFP Change Order Approval Requested Action Request approval to award a contract to Corrigo Incorporated, pursuant to Request for Proposals (RFP) No. 2019-201-JC, for Computerized Maintenance Management System. MIAM1BEACH PROCUREMENT DEPARTMENT REQUEST FOR CITY MANAGER APPROVAL M IA MI BE A CH PROCUREMENT DEPARTMENT R EQ U EST FO R C ITY MA N A GER APPRO VAL Award of ITQ Re uest for Contract Term Renewal Chan e Order A rovai X Other - Award RFP Request approval to award a contract to Corrígo Incorporated, pursuant to Request for Proposals (RFP) No. 2019-201-JC, for Computerized Maintenance Mana ement S stem. Why is requested action necessary? On May 8, 2019, the City Commission approved the issuance of Request fr Proposals (RFP) No. 2019-201-JC, for Elevator Maintenance, Repairs, Parts and New Equipment. On May 8, 2019, the RFP was issued. A voluntary pre-proposal conference to provide informatlon to the proposers submitting a response was May 22, 2019. RFP responses were due and received on June 18, 2019. The City received a total of eight (8). proposals. The City received proposals from the following proposers: 24/7 Software, Inc., Accruent LLC, Assetworks LLC, Champs Software, Inc., Corrige Incorporated, eCIFM Solutions Inc.¡ Tyler Technologies, Inc., and VisualK USA LLC. The Evaluation Committee appointed by the City Manager through Commission Memorandum on May 8, 2019, convened on July 29, 2019 to consider the responsive proposals received. The Committee was comprised of Monica Beltran, Assistant Director, Parking Department, City of Miami Beach; Jose Del Risco, Assistant Director, Parks & Recreation Department, City of Miami Beach; Angelo Grande, Operations· Manager, Global Spectra; Adrian Morales, Director, Property Management Division, City of Miami Beach; and, Frank Quintana, Division Director, Information Technology Department, City, of Miami Beach. The Committee was provided an overview of the project, information relative to the City's Cone of Silence Ordinance and the Government Sunshine Law. The Committee was also provided with general information on the scope of services and a copy of each proposal. The Committee was instructed to score and rank each proposal pursuant to the evaluation criteria established in the RFP for qualitative factors only. The RFP stipulated that costs (quantitative factors) shall not be considered by the Evaluation Committee, but shall be considered by the City Manager in preparing his recommendation to the City Commission. The Committee's evaluation process resulted in the ranking of proposers as indicated in Attachment A, in the following order: 1st- Corigo Incorporated; 2nd - Accruent LLC; 3rd - eCIFM Solutions, Inc.; 4th - Assetworks LL.C; 5th - 24/7 Software, Inc.; 6th - VisualK USA LLC; 7th - Champs Software, Inc.; and, 8th - Tyler Technologies, Inc. A brief description of the top two (2) ranked proposers, based on qualitative factors, as provided in their response to the RFP, follows. Corrigo lncororated According to its proposal, Corrigo has been in business over twenty (20) years, and creates industry-leading, cloud-based software for facilities managers and service providers. Corrige is relied on around the world to optimize processes and planning at all types of facilities in dozens of industries, building in efficiencies throughout the value chain, including end-to-end work order management, and a full inventory of technician management and asset management tools. Some of its largest government clients include, County of Alameda, CA, Cobb County, GA, and the City of Fresno, CA. Date: b . la . va Date: t d N/A Term Three 3) ears with two 2) one 1 earls) period on a ear-to- ar basis. Attachments ution 2019-3894; 2) Attachment A: Evaluation Committee Ranking; 3.) Attachment B: Proposed Costs; 4) Attachment as P • • •sal Da 1..7„;f17 22— Accruent LLC According to its proposal, Accruent has been in business over twenty-nine (29) years. Accruent has delivered over 600 IWMS implementations in the past five years involving facilities management, space management, lease administration, project management and capital planning. Accruent has completed over twenty-five (25) successful implementations for public sector clients in the United States and Canada. Some of its largest government clients include, Cook County, IL, City of Buffalo, NY, and the City of Anaheim, CA. With regards to qualifications and the results of the evaluation process, Corrigo was unanimously ranked as the top firm by each Evaluation Committee member. Corrigo's experience, qualifications, scope of services proposed, approach and methodology proved exceptional, and in fact superior, when compared to the other proposers. This fact is further evidenced by the scoring of each Committee member. The Evaluation Committee agreed that Corrigo provided a great presentation, and exhibited a solid approach to the control of client data. In addition, Corrigo has provided the most complete proposal covering all the systems and features the City is currently seeking, Accruent is a big company and is capable of implementing a system to meet the City's needs. Regarding cost factor, the cost proposal received by Corrigo offers the City one of the most competitive offers submitted. Furthermore, when comparing the costs proposed between Corrigo and Accruent, Corrigo's offer is substantially lower than that of Accruent. Specifically, Corrigo's proposed cost to the City Is $129,932 lower than Accruent's proposed cost. Given the qualitative results from the Evaluation Committee, coupled with the review of cost proposals received, Corrigo provides the City the most comprehensive, cost effective, technologically robust, and best transitional approach to the City's computerized maintenance management needs. Therefore, pursuant to Resolution 2019-3894, the Administration requests the City Manager to authorize negotiations with Corrigo Incorporated, the top-ranked proposer; further, should the Administration not be successful in negotiating an agreement with Corrigo Incorporated, authorize the Administration to enter into negotiations with Accruent LLC, the second-ranked proposer; and further authorize the Mayor and City Clerk to execute an agreement upon conclusion of successful negotiations b, the Administration, continent ucon the successful conclusion of the City's protest .eriod. Previous Actiort(s) N/A Pursuant to Resolution 2019-30894 of the Mayor and City Commission of the City of Miami Beach. Florida, authorizing the City Manager, or his designee, to select, negotiate, award and reject all bids, contracts, agreements and grant applications; renew existing contracts that may expire, and terminate existing contracts, as needed, from the last Commission meeting on July 31, 2019, until the first re•ularl scheduled, meeti • on Se tember 11, 2019. fiscal Impact Accru en t LL C Accord in g to its proposal, Accruent has been in business over twenty-nine (29) years. Accruent has delivered over 600 /WMS implementations in the past five years involving facilities management, space management, lease administration, project management and capital planning. Accruent has completed over twenty-five (25) successful implementations for public sector clients in the United States and Canada. Some of its largest government clients include, Cook County, IL, City of Buffalo, NY, and the City of Anaheim, CA. With regards to qualifications and the results of the evaluation process, Corrigo was unanimously ranked as the top firm by each Evaluation Committee member. Corrigo's experience, qualifications, scope of services proposed, approach and methodology proved exceptional, and in fact superior, when compared to the other proposers. This fact is further evidenced by the scoring of each Committee member. The Evaluation Committee agreed that Corrigo provided a great presentation, and exhibited a solid approach to the control of client data. In addition, Corigo has provided the most complete proposal covering all the systems and features the City is currently seeking. Accruent is a big company and is capable of implementing a system to meet the City's needs. Regarding cost factor, the cost proposal received by Corrige offers the City one of the most competitive offers submitted. Furthermore, when comparing the costs proposed between Corrige and Accruent, Corrigo's offer is substantially lower than that of Accruent. Specifically, Corigo's proposed cost to the City is $129,932 lower than Accruent's proposed cost. Given the qualitative results from the Evaluation Committee, coupled with the review of cost proposals received, Corrigo provides the City the most comprehensive, cost effective, technologically robust, and best transitional approach to the City's computerized maintenance management needs. Therefore, pursuant to Resolution 2019-3894, the Administration requests the City Manager to authorize negotiations with Corrigo Incorporated, the top-ranked proposer; further, should the Administration not be successful in negotiating an agreement with Corrìgo Incorporated, authorize the Administration to enter into negotiations with Accruent LLC, the second-ranked proposer; and further authorize the Mayor and City Clerk to execute an agreement upon conclusion of successful negotiations b the Administration, contingent upon the successful conclusion of the City's protest eriod. ATTACHMENT B SOLICITATION (RFP) AND ADDENDUMS ATTACHMENT B SOLICITATION (RFP) AND ADDENDUMS MIAMI BEACH City of Miami Beach, 1755 Meridian Avenue, 3rd Floor, Miami Beach, Florida 33139, www.miamibeachfl.gov PROCUREMENT DEPARTMENT Tel: 305-673-7490. ADDENDUM NO. 3 RFP 2019-201-JC COMPUTERIZED MAINTENANCE MANAGEMENT SYSTEM June 12, 2019 This Addendum to the above-referenced RFP is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFP is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). PURSUANT TO REQUEST FOR PROPOSALS SUMMARY, THE DEADLINE FOR QUESTIONS HAS PASSED AND NO FURTHER QUESTIONS WILL BE CONSIDERED. ACCORDINGLY, NO FURTHER EXTENSIONS TO THE DUE DATE FOR BIDS WILL BE ALLOWED. I. REMINDER: RFP DUE DATE AND TIME. Proposals will be received until 3:00 PM, on Tuesday, June 18, 2019, at the following location: City of Miami Beach, Procurement Department, 1755 Meridian Ave, 3rd Floor, Miami Beach, FL 33139. IL MODIFICATIONS. The following changes are required. A. Section 0300, Tab 5 (p.11) — the Cost Proposal From is wrongly enumerated as Appendix "E" and should read Appendix "D." B. Appendix "F" is wrongly enumerated and should read Appendix "E." III. NEW ATTACHMENTS. The following attachments have been added to the RFP as requested by bidders. Exhibit A: Miami Beach Assets IV. ANSWERS TO QUESTIONS RECEIVED. Q1: Is the contract expected to be a Fixed price for both Software and Implementation services? Al: Do not understand the question. Pricing is to be submitted as requested in the RFP. Q2: Just to confirm, a SaaS (Cloud) deployment is preferred? A2: 'Cloud deployment is required. Hosted solutions will not be considered. f °I ADDENDUM NO. 3 RFP 2019-201-JC MIAIBEACH City of Miam i Beach, 1755 Meridian Avenue, 3" Floor, Miami Beach, Florida 33139, wyw.miamibgachf\.goy PROCUREMENT DEPARTMENT Tel: 305-673-7490. ADDENDUM NO. 3 RFP 2019-201-JC COMPUTERIZED MAINTENANCE MANAGEMENT SYSTEM June 12, 2019 This Addendum to the above-referenced RFP is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFP is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). ' I. REMINDER: RFP DUE DATE AND TIME. Proposals will be received until 3:00 PM, on Tuesday, June 18,_2019, at the following location: City of Miami Beach, Procurement Department, 1755 Meridian Ave, 3" Floor, Miami Beach, FL 33139. II. MODIFICATIONS. The following changes are required. A. Section 0300, Tab 5 (p.11)- the Cost Proposal From is wrongly enumerated as Appendix "E" and should read Appendix "D." B. Appendix "F" is wrongly enumerated and should read Appendix "E." Ill. NEW ATTACHMENTS. The following attachments have been added to the RFP as requested by bidders. Exhibit A: Miami Beach Assets IV. ANSWERS TO QUESTIONS RECEIVED. Q1: Is the contract expected to be a Fixed price for both Software and Implementation services? A1: Do not understand the question. Pricing is to be submitted as requested in the RFP. Q2: Just to confirm, a Saas (Cloud) deployment is preferred? A2: 'Cloud deployment is required. Hosted solutions will not be considered. 77 üw iio.3 ] 2oto-2o1-e Q3: Are you expecting to migrate data from the current Cityworks tool? What data is expected to be migrated? A3: The City would like to migrate data, particularly historical data that related to current facilities. In Tab 3, Scope of Services, Sub-section I, entitled Asset & Equipment Life Cycle Management, proposer is to describe its approach to current and past data so that asset and equipment life cycle can be maximized. Q4: What is the City's ERP? A4: Tyler Technologies (Munis). Q5: Would you grant access to citizens to place requests? Or do you operate a call center? A5: Citizen requests is not the purpose of this system. There is a call center, but there is also a web portal for citizens (E-Govs), and for City staff there is a web portal that will generate the service requests/work orders automatically. Q6: Would you grant access to contractors to review and execute their work orders, through a mobile device as well? A6: Yes. Q7: Our solution is licensed based on user counts. Can you please provide the following?: # of Users that need access to everything in the system (i.e., Admins), # of Super Users, # of other general users? A7: At current the number of users is cannot be confirmed as it is contingent of the deparments that will enroll (Property, Parks and Recreation, Spectra, ect.). For purposes of comparability, in Exhibit A, Cost Proposal Form, Proposers are to include license and training pricing for 100 individuals each. Q8: For our solution, costs for licensing is based on user counts. If Miami Beach adds users, the licensing costs will need to be modified through change orders, please indicate that this is satisfactory. A8: See response to Question 7. Q9: For the Cost Proposal Training item, please provide the number of personnel that Miami Beach expects that will need training annually. A9: See response to Question 7. Q10: What types of inputs will the current data be provided in? Are there spreadsheets or other databases besides Cityworks? A10: FCA assessment of facilities as well as CityWorks (.pdf, .xlxs). Q11: Is there an anticipated date for go-live that we should be aware of? All: September/October 2019. TR 2 ADDENDUM NO. 3 FP 2019-201-JC Q 3 : A re yo u exp e ctin g to m ig rate da ta fro m th e cu rr e nt Ci tyw or k s to ol ? W hat da ta is e x p e ct e d to b e m ig r a t e d ? A3: The City would like to migrate data, particularly historical data that related to current facilities. In Tab 3, Scope of Services, Sub-section I, entitled Asset & Equipment Life Cycle Management, proposer is to describe its approach to current and past data so that asset and equipment life cycle can be maximized. 04: What is the City's ERP? A4: Tyler Technologies (Munis). Q5: Would you grant access to citizens to place requests? Or do you operate a call center? AS: Citizen requests is not the purpose of this system. There is a call center, but there is also a web portal for citizens (E-Govs), and for City staff there is a web portal that will generate the service requests/work orders automatically. Q6: Would you grant access to contractors to review and execute their work orders, through a mobile device as well? A6: Yes. Q7: Our solution is licensed based on user counts. Can you please provide the following?: # of Users that need access to everything in the system (i.e., Admins), # of Super Users, # of other general users? A7: At current the number of users is cannot be confirmed as it is contingent of the deparments that will enroll (Property, Parks and Recreation, Spectra, ect.). For purposes of comparability, in Exhibit A, Cost Proposal Form, Proposers are to include license and training pricing for 100 individuals each. QB: For our solution, costs for licensing is based on user counts. If Miami Beach adds users, the licensing costs will need to be modified through change orders, please indicate that this is satisfactory. ' AB: See response to Question 7. Q9: For the Cost Proposal Training item, please provide the number of personnel that Miami Beach expects that will need training annually. A9: See response to Question 7. 010: What types of inputs will the current data be provided In? Are there spreadsheets or other databases besides Cityworks? A 1 O: FCA assessment of facilities as well as CityWorks (.pdf, .xlxs}. Q11: Is there an anticipated date for go-live that we should be aware of? A11: September/October 2019. I -- 2 AD DENDU M NO. 3 RFP 2019-201-JC Q12: Will the implementation include the import of data? Assets? Inventory? PMs? If so, how is the data currently stored? Al2: Yes, mainly on Cityworks, spreadsheets, and Accruent VFA. Q13: Regarding materials, will the City need to interface with a purchasing system, or will it use the purchasing capability within the CMMS? A13: No. Purchasing will not be part of this system. Q14: Are there other integrations, besides Tyler financial system the City is looking to include in the initial implementation? The more detail you can provide on interface requirements the better our cost estimate will be. A14: Tyler Technologies (Munis), FCA from Accruent VFA. Q15: Do you have a defined budget for this project in this fiscal year or will it be budgeted for your 2019/2020 fiscal year? A15: To be determined. Q16: How many individuals will need to be trained on the system? A16: See response to Question 7. Q17: How many of the user licenses you need will be field service technicians needing mobile access to their service work orders and inventory needs? A17: Provide a unit price per user or users in Appendix D, Cost Proposal Form. Q18: How many software solutions have you looked at and evaluated in the last 24-months? A18: Five (5). Q19: Please provide the names of the vendors you have seen in the past 24-months? A19: Do not understand question. Q20: Has the City engaged with consultants to assist with the evaluation, selection or implementation of the System? A20: No. Q21: How much have you budgeted for this initiative? If you cannot tell us what you have budgeted can you at least tell us if it's less than $140K? A21: Refer to Question 15. Q22: One of the items we price by is square feet of all the buildings you maintain. Do you know what a rough number of square feet you have are? A22: Refer to Exhibit A. Q23: Timeline: do you have a timeline for the project - start date and any constraints on time. We would use your start date on the timeline we provide, for instance.? A23: As soon as possible following award of a contract. ADDENDUM NO. 3 RFP 2019-201-JC Q12: Will the implementation include the import of data? Assets? Inventory? PMs? If so, how is the data currently stored? A12: Yes, mainly on Cityworks, spreadsheets, and Accruent VFA. Q13: Regarding materials, will the City need to interface with a purchasing system, or will it use the purchasing capability within the CMMS? A13: No. Purchasing will not be part of this system. Q14: Are there other integrations, besides Tyler financial system the City is looking to include in the initial implementation? The more detail you can provide on interface requirements the better our cost estimate will be. A14: Tyler Technologies (Munis), FCA from Accruent VFA. Q15: Do you have a defined budget for this project in this fiscal year or will it be budgeted for your 2019/2020 fiscal year? A15: To be determined. Q16: How many individuals will need to be trained on the system? A16: See response to Question 7. Q17: How many of the user licenses you need will be field service technicians needing mobile access to their service work orders and inventory needs? A17: Provide a unit price per user or users in Appendix D, Cost Proposal Form. Q18: How many software solutions have you looked at and evaluated in the last 24-months? A18: Five (5). Q19: Please provide the names of the vendors you have seen in the past 24-months? A19: Do not understand question. Q20: Has the City engaged with consultants to assist with the evaluation, selection or implementation of the System? A20: No. Q21: How much have you budgeted for this initiative? If you cannot tell us what you have budgeted can you at least tell us if it's less than $140K? A21: Refer to Question 15. Q22: One of the items we price by is square feet of all the buildings you maintain. Do you know what a rough number of square feet you have are? A22: Refer to Exhibit A. Q23: Timeline: do you have a ti meline for the project - start date and any constraints on time. We would use your start date on the timeline we provide, for instance.? A23: As soon as possible following award of a contract. .. 1 . - 3 AD DENDUM NO. 3 RFP 2019-201-JC Q24: How many desktop users.will you have initially? How many mobile users? A24: See response to Question 7. Q25: Training classes will be tailored to the responsibilities of your users, you have the option of having all trained or to opt for a train-the-trainer approach, which is more cost effective if you have larger numbers of users. Do you have a preference? A25: To be determined. Q26: Regarding integrations to your ERP, there is no detail regarding the number of interfaces that are required. Can you provide a list of what you had in mind? A26: The ability to do this is preferred, which interfaces are to be included are yet to be determined. Q27: Regarding integration, we typically can provide pricing for the specification task of an interface, and then based on the approved spec, we can quote the price to program it. For the purposes of a pricing quotation, can we provide pricing only for the specification task? A27: Pricing is to be provided for the integration of the proposed solution. Q28: Does the Property Management Department have a current solution used for space tracking and occupancy reports? A28: No. Q29: Can you provide report samples that reflect the desired information to be managed? A29: Propose the reports you can provide. Q30: Can the City provide a listing of managed properties that comprise the 4 million square feet? A30: Refer to Exhibit A. 031: Does the City have building intelligence / automation management solutions in place ? is there a standardized vendor? A31: Facility Explorer System (MSR ROTH). Q32: Are there any energy management solutions in place? A32: District cooling, geothermal, energy conservation method, Lutron systems. Q33: Appendix E is listed in the section for Tab 3, and listed in Tab 5 for the Cost Proposal, where the table of Contents lists that Appendix E is an Insurance Requirements section. Can you please list the expected Appendices to be utilized in the Tabs for the Proposal Response? A33: See above. Q34: Page 24, Appendix C, Vendor Management a) Vendor tracking (GPS Based Check-In). Please provide the expectation for GPS based check-in for a vendor. An example of a scenario would be helpful. 4 ADDENDUM NO. 3 RFP 2019-201-JC 0 24 : H ow m a ny de skto p use rs-w ill you have initially? How m a ny m obile use rs? A24: See response to Question 7. 025: Training classes will be tailored to the responsibilities of your users, you have the option of having all trained or to opt for a train-the-trainer approach, which is more cost effective if you have larger numbers of users. Do you have a preference? A25: To be determined. Q26: Regarding integrations to your ERP, there is no detail regarding the number of interfaces that are required. Can you provide a list of what you had in mind? A26: The ability to do this is preferred, which interfaces are to be included are yet to be determined. 027: Regarding integration, we typically can provide pricing for the specification task of an interface, and then based on the approved spec, we can quote the price to program it. For the purposes of a pricing quotation, can we provide pricing only for the specification task? A27: Pricing is to be provided for the integration of the proposed solution. 028: Does the Property Management Department have a current solution used for space tracking and occupancy reports? A28: No. 029: Can you provide report samples that reflect the desired information to be managed? A29: Propose the reports you can provide. Q30: Can the City provide a listing of managed properties that comprise the 4 million square feet? A30: Refer to Exhibit A. 031: Does the City have building intelligence/ automation management solutions in place? is there a standardized vendor? A31: Facility Explorer System (MSR ROTH). Q32: Are there any energy management solutions in place? A32: District cooling, geothermal, energy conservation method, Lutron systems. Q33: Appendix E is listed in the section for Tab 3, and listed in Tab 5 for the Cost Proposal, where the table of Contents lists that Appendix E is an Insurance Requirements section. Can you please list the expected Appendices to be utilized in the Tabs for the Proposal Response? A33: See above. Q34: Page 24, Appendix C, Vendor Management a) Vendor tracking (GPS Based Check-In). Please provide the expectation for GPS based check-in for a vendor. An example of a scenario would be helpful. "'í 4 ADDENDUM NO. 3 RFP 2019-201-JC A34: The contractor "vendor" is automatically logged on and tracked on the GPS once inside City limits, when they get to the area of work needed to be performed they check in/ when the work is done they check out. Q35: Page 24, Appendix C, Facilities & Space Management a)Facility Condition Monitoring. Does the City of Miami Beach perform their own Facility Assessments? A35: Yes, it is also a shared effort with an FCA consultant. Q36: Are all items in Appendix C considered "Required"? A36: If not included in the software, it must be clearly defined and expressed. Q37: Page 24, Appendix C, Labeling d)RFID Tags, What RFID software is the City of Miami Beach currently using ? A37: None at the moment. Q38: How does the City of Miami Beach wish to receive responses to. Scope of Services & Special Conditions (Appendix C) to be able to compare with other vendors? A38: Do not understand the question. For evaluation criteria, see Section 0400 of the RFP. Q39: How many potential requestors could you have submitting work ticket requests? A39: Service requests are entered via the City website and its open to all of city staff. Q40: During the pre-proposal meeting it was mentioned that Appendix E, Cost Proposal, would be changed so that the unit of measure (U/M) for item #1. Software and licensing will read per user rather than "ANNUAL'. Is this correct?? A40: See response to Question 7. Q40: Is the Price Proposal required to be submitted separately? A40: Yes, in a separate envelope included with the proposal submission. 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©m iamibeachfl.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 RFP submission. Sincerely, 5 ADDENDUM NO. 3 RFP 2019-201-JC A x 55 cement Director ortnasuk* .1M1411M,Mttf/MINIM*1.1 12FM1911GW,100.1.laIMMAUMPalle.M.1,31..113•MenIMIOVNEIgni•CrEM.Pr/Watl06114,MIL.M.Y.MeMM1SMOOMISMILVS 1 A34: The contractor "vendor" is automatically logged on and tracked on the GPS once inside City limits, when they get to the area of work needed to be performed they check in/ when the work is done they check out. Q35: Page 24, Appendix C, Facilities & Space Management a)Facility Condition Monitoring. Does the City of Miami Beach perform their own Facility Assessments? A35: Yes, it is also a shared effort with an FCA consultant. Q36: Are all items in Appendix C considered "Required"? A36: If not included in the software, it must be clearly defined and expressed. Q37: Page 24, Appendix C, Labeling d)RFID Tags. What RFID software is the City of Miami Beach currently using ? A37: None at the moment. Q38: How does the City of Miami Beach wish to receive responses to Scope of Services & Special Conditions (Appendix C) to be able to compare with other vendors? A38: Do not understand the question. For evaluation criteria, see Section 0400 of the RFP. Q39: How many potential requestors could you have submitting work ticket requests? A39: Service requests are entered via the City website and its open to all of city staff. Q40: During the pre-proposal meeting it was mentioned that Appendix E, Cost Proposal, would be changed so that the unit of measure (U/M) for item #1. Software and licensing will read per user rather than "ANNUAL'. Is this correct?? A40: See response to Question 7. Q40: Is the Price Proposal required to be submitted separately? A40: Yes, in a separate envelope included with the proposal submission. 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 Rafae[Granado@miamibeachfl.gov. Procurement Contact: Jason Crouch Telephone: Email: 305-673-7000 ext.26694 JasonCrouch miamibeachfl. ov Proposers are reminded to acknowledge receipt of this addendum as part of your RFP submission. Sin rely, i ent Director Edit-mood' Ottani it Fes Equiortietif Facilfty Siloam Footage'. EXHIBIT B: MIAMI BEACH ASSETS 5 Flamingo Park Basketball Court Electric Building 100 5 64th Street Restroom (Men) 144 5 64th Street Restroom (Women) 144 5 46th Street Restroom (Men) 180 5 46th Street Restroom (Women) 180 5 Flamingo Park Baseball Field - Restrooms 217 5 3rd Street Restroom 240 5 21st Street Restroom 288 10 53rd Street Restroom 336 10 Domino Pavilion 400 10 North Shore Open Space Park - Restroom #3 480 10 North Shore Open Space Park - Restroom #1 480 10 North Shore Open Space Park - Restroom #2 480 15 6 Street Restroom 500 15 Allison Park 500 15 North Shore Open Space Park - Pavilion #1 576 15 North Shore Open Space Park - Pavilion #2 576 15 North Shore Open Space Park - Pavilion #3 576 15 Flamingo Park Neham Field House 750 15 Crespi Park Building 872 20 Lummus Park Beach Restrooms 1,200 20 14th Street Restroom 1,500 20 Sanitation 1,500 20 Tatum Park Building 1,512 20 10th Street Restroom 1,550 25 Flamingo Park Michnoff. Field. House 1,600 25 Park Ranger Office 1,600 25 Stillwater Park Building 1,629 25 Marine Patrol 1,943 30 Altos Del Mar 2,000 30 Beach View 2,000 30 Muss Park Building 2,035 30 Internal Affairs 2,073 30 North Shore Bandshell Building 2,240 30 Fairway Park Pavilion 2,620 30 Boys and Girls Club 2,880 30 Flamingo Pool Facility Buildings 2,904 30 Flamingo Park Tennis Center 3,146 30 Carl Fisher Clubhouse 3,234 30 Fleet Management (Shop #3) 3,250 30 Electrowave Building 3,600 40 Normandy Isle Park Pool 7,412 40 Fire Station #3 7,490 40 Flamingo Park Racquet Ball Court 7,500 EXHIBIT B: MIAMI BEACH ASSETS 5 Flamingo Park Basketball Court Electric Building 100 5 64th Street Restroom (Men) 144 5 64th Street Restroom (Women) 144 5 46th Street Restroom (Men) 180 5 46th Street Restroom (Women) 180 5 Flamingo Park Baseball Field - Restrooms 217 5 3rd Street Restroom 240 t 5 21st Street Restroom 288 10 53rd Street Restroom 336 10 Domino Pavilion 400 10 North Shore Open Space Park - Restroom #3 480 10 North Shore Open Space Park - Restroom #1 480 10 North Shore Open Space Park - Restroom #2 480 15 6 Street Restroom 500 15 Allison Park 500 15 North Shore Open Space Park - Pavilion #1 576 15 North Shore Open Space Park - Pavilion #2 576 15 North Shore Open Space Park - Pavillon #3 576 15 Flamingo Park Neham Field House 750 15 Crespi Park Building 872 20 Lummus Park Beach Restrooms 1,200 20 14th Street Restroom 1,500 20 Sanitation 1,500 20 Tatum Park Building 1,512 20 10th Street Restroom 1,550 25 Flamingo Park Michnoff Field House 1,600 25 Park Ranger Office 1,600 25 Stillwater Park Building 1,629 25 Marine Patrol 1,943 30 Altos Del Mar 2,000 30 Beach View 2,000 30 Muss Park Building 2,035 30 Internal Affairs 2,073 30 North Shore Bandshel l Building 2,240 30 Fairway Park Pavilion 2,620 30 Boys and Girls Club 2,880 30 Flamingo Pool Facility Buildings 2,904 30 Flamingo Park Tennis Center 3,146 30 Carl Fisher Clubhouse 3,234 30 Fleet Management (Shop #3) 3,250 30 Electrowave Building 3,600 40 Normandy Isle Park Pool 7,412 40 Fire Station #3 7,490 40 Flamingo Park Racquet Ball Court 7,500 EXHIBIT B: MIAMI BEACH ASSETS 40 Miami Beach Botanical Gardens 7,695 40 Fire Station #1 9,000 40 Flamingo Park Baseball Stadium 9,330 40 Fire Station #4 10,000 40 Fire Station #2 (Admin) 11,305 40 555 Building 12,685 40 Art Deco Welcome Center 12,714 40 Miami Beach Golf Clubhouse 12,800 40 PAL Building 13,000 40 Fleet Management (Shop #2) 13,500 40 Fleet Management (Admin & Shops) 13,600 40 Fire Station #2 17,400 40 South Shore Community Center 18,730 40 Public Works Yard 19,284 40 Normandy Shore Tennis and Fitness Cluster 20,000 40 South Pointe Park Building 20,000 45 Property Management 23,400 45 Byron Carlyle 28,000 45 Colony Theatre 28,000 50 Bass Museum 31,125 50 North Shore Youth Center 33,800 50 777 Building 34,565 50 Historic City Hall 34,880 50 12th Street Parking Garage 43,500 50 1755 Building (City Hall Garage Offices) 53,000 50 Scott Rakow Youth Center 54,279 50 Miami City Ballet 6,3,279 75 13th Street Parking Garage 85,800 75 Miami Beach Police Department 88,356 150 City Hall 111,388 100 Fillmore 150000 100 , Sunset Harbor Garage 171,000 100 42nd Street Parking Garage 201,500 100 City Hail Garage 211,250 100 7th Street Parking Garage 226,100 100 Penn Parking Garage 228,000 100 MBPD Garage 230,100 100 Anchor Garage 281,000 150 17th Street Garage 474,500 400 Convention Center 1,450,000 TOTAL 3,700 4,634,302 EXHIBIT B: MIAMI BEACH ASSETS 40 Miami Beach Botanical Gardens 7,695 40 Fire Station #1 9,000 40 Flamingo Park Baseball Stadium 9,330 40 FIre Station #4 10,000 40 Fire Station #2 (Adm in) 11,305 40 555 Building 12,685 40 Art Deco Welcome Center 12,714 40 Miami Beach Golf Clubhouse 12,800 40 PAL Building 13,000 40 Fleet Management (Shop #2) 13,500 40 Fleet Management (Admin & Shops) 13,600 40 Fire Station #2 17,400 40 South Shore Community Center 18,730 40 Public Works Yard 19,284 40 Normandy Shore Tennis and Fitness Cluster 20,000 40 South Pointe Park Building 20,000 45 Property Management 23,400 45 Byron Carlyle 28,000 45 Colony Theatre 28,000 50 Bass Museum 31,125 50 North Shore Youth Center 33,800 50 777 Building 34,565 50 Historic City Hall 34,880 50 12th Street Parking Garage 43,500 50 1755 Building (CIty Hall Garage Offices) 53,000 50 Scott Rakow Youth Center 54,279 . 63,279 50 Miami City Ballet 75 13th Street Parking Garage 85,800 75 Miami Beach Police Department 88,356 150 City Hall 111,388 100 Fillmore 150,000 100 Sunset Harbor Garage 171,000 100 42nd Street Parking Garage 201,500 100 City Hall Garage 211,250 100 7th Street Parking Garage 226,100 100 Penn Parking Garage 228,000 100 MBPD Garage 230,100 100 Anchor Garage 281,000 I I 150 17th Street Garage 474,600 t ' 400 Convention Center 1,450,000 TOTAL 3,700 4,634,302 MIAMI BEACH City of Miami Beach, 1755 Meridian Avenue, 3rd Floor, Miami Beach, Florida 33139, www.miamibeachfl.qov PROCUREMENT DEPARTMENT Tel: 305-673-7490. ADDENDUM NO. 2 RFP 2019-201-JC COMPUTERIZED MAINTENANCE MANAGEMENT SYSTEM June 7,2019 This Addendum to the above-referenced RFP is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFP is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). PURSUANT TO REQUEST FOR PROPOSALS SUMMARY, THE DEADLINE FOR QUESTIONS HAS PASSED AND NO FURTHER. QUESTIONS WILL BE CONSIDERED. RESPONSES TO QUESTIONS RECEIVED WITH BE ANSWSERED IN THE FORTHCOMING FINAL ADDENDUM. I. MODIFICATION: RFP DUE DATE AND TIME. The deadline for receipt of proposals is extended until until 3:00 PM, on Tuesday, June 18, 2019, at the following location: City of Miami Beach, Procurement Department, 1755 Meridian Ave, 3rd Floor, Miami Beach, FL 33139. 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 RafaelGranadoAmiamibeachfl.qov. 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 RFP submission. Sin crIro ly, AleY Den>' Pa cement Director ADDENDUM NO. 2 RFP 2019-201-JC MI A MI BEA CH C ity of M ia m i B e a ch , 17 5 5 M e rid ian A ven u e, 3" Flo o r, M iam i B each, Flor id a 3313 9, y w w .m iam ibe achfl .go PROCUREMENT DEPARTMENT Tel: 30 5-6 73 -7 49 0. ADDENDUM NO. 2 RFP 2019-201-JC COMPUTERIZED MAINTENANCE MANAGEMENT SYSTEM June 7, 2019 This Addendum to the above-referenced RFP is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFP is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). I. MODIFICATION: RFP DUE DATE AND TIME. The deadline for receipt of proposals is extended until until 3:00 PM, on Tuesday, June 18,2019, at the following location: City of Miami Beach, Procurement Department, 1755 Meridian Ave, 3' Flo or, Miami Beach, FL 33139. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at Rafael@Granado@miamibeachf.goy. Procurement Contact: Jason Crouch Telephone: 305-673-7000, ext.26694 Email: JasonCrouch mmiamibeachfl.1ov Proposers are reminded to acknowledge receipt of this addendum as part of your RFP submission. sii ly,' ni ent Director pan#erse 7 RFP 2019-201-JC MIAMI BEACH City of Miami Beach, 1755 Meridian Avenue, 3rd Floor, Miami Beach, Florida 33139, www.miamibeachfl.dov PROCUREMENT DEPARTMENT Tel: 305-673-7490. ADDENDUM NO. 1 RFP 2019-201-JC COMPUTERIZED MAINTENANCE MANAGEMENT SYSTEM May 31, 2019 This Addendum to the above-referenced RFP is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFP is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). I. MODIFICATIONS. RFP DUE DATE AND TIME. The deadline for the receipt of proposals is extended until 3:00 PM, on Friday, June 14, 2019, at the following location: City of Miami Beach, Procurement Department, 1755 Meridian Ave, 3rd Floor, Miami Beach, FL 33139. Additional questions received will be answered in a forthcoming addendum. 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 RafaelGranadomiamibeachfl.qov. Procurement Contact: Telephone: Email: Jason Crouch 305-673-7000, ext. 6694 JasonCrouch@miamibeachfl.gov Proposers are reminded to acknowledge receipt of this addendum as part of your RFP submission. S n erely, Al x is P oc ,4ment Director ADDENDUM NO, 1 RFP 2019-201-JC MI AMIBEA CH City of Miami Beach, 1755 Meridian Avenue, 3' Floor, Miami Beach, Florida 33139, www.miamibeachfl.goy PROCUREMENT DEPARTMENT Tel: 305-673-7490. ADDENDUM NO. 1 RFP 2019-201-JC COMPUTERIZED MAINTENANCE MANAGEMENT SYSTEM May 31, 2019 This Addendum to the above-referenced RFp is issued in response to questions from prospective proposers, or other clarifications and revisions issued by the City. The RFP is amended in the following particulars only (deletions are shown by strikethrough and additions are underlined). I. MODIFICATIONS. RFP DUE DATE AND TIME. The deadline for the receipt of proposals is extended until 3:00 PM, on Friday, June 14, 2019, at the following location: City of Miami Beach, Procurement Departmenf, 1755 Meridian Ave, 3d Floor, Miami Beach, FL 33139. Additional questions received will be answered in a forthcoming addendum. Any questions regarding this Addendum should be submitted in writing to the Procurement Department to the attention of the individual named below, with a copy to the City Clerk's Office at Rafael[Granado@miamibeachf.gov. Procurement Contact: Jason Crouch Telephone: Email: 305-673-7000, ext. 6694 JasonCrouch miamibeachfl. ov Proposers are reminded to acknowledge receipt of this addendum as part of your RFP submission. ta. ........ ·== "i'TAooENDUM NO. 1 RP 2019-201-JC MIAMI BEACH REQUEST FOR PROPOSALS (RFP) Computerized Maintenance Management System 2019-201-JC RFP ISSUANCE DATE: MAY 8, 2019 PROPOSALS DUE: JUNE 7, 2019 BY 3:00 PM ISSUED BY: MIAMIBEACH Jason Crouch, Procurement Contracting Officer PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor, Miami Beach, FL 33139 305.673.7000 x 6694 I JasonCrouch@miamibeachfl.gov I www.miamibeachfl.gov MIAMIBEA CH REQUEST FOR PROPOSALS (RFP) Computerized Maintenance Management System 2019-201-JC RFP ISSUANCE DATE: MAY 8, 2019 PROPOSALS DUE: JUNE 7, 2019 BY 3:00 PM ISSUED BY: MIAMI B EACH Jason Crouch, Procurement Contracting Officer PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3d Floor, Miami Beach, FL 33139 305.673.7000 x 6694 I JasonCrouch@miamibeachfl.gov I www.miamibeachfl.gov TABLE OF CONTENTS SOLICITATION SECTIONS: PAGE 0100 INSTRUCTIONS TO PROPOSERS 3 0200 GENERAL CONDITIONS 6 0300 PROPOSAL SUBMITTAL INSTRUCTIONS & FORMAT 9 0400 PROPOSAL EVALUATION 12 APPENDICES: PAGE APPENDIX A PROPOSAL CERTIFICATON, QUESTIONNAIRE AND AFFIDAVITS 13 APPENDIX B "NO PROPOSAL" FORM 19 APPENDIX C MINIMUM REQUIREMENTS & SPECIAL CONDITIONS 21 APPENDIX D COST PROPOSAL FORM 26 APPENDIX E INSURANCE REQUIREMENTS 28 RFP 2019-201-JC TABLE OF CONTENTS SOLICITATION SECTIONS: PAGE 0100 INSTRUCTIONS TO PROPOSERS 3 0200 GENERAL CONDITIONS 6 0300 PROPOSAL SUBMITTAL INSTRUCTIONS & FORMAT 9 0400 PROPOSAL EVALUATION 12 APPENDICES: PAGE APPENDIX A PROPOSAL CERTIFICATON, QUESTIONNAIRE AND AFFIDAVITS 13 APPENDIX B "NO PROPOSAL" FORM 19 APPENDIX C MINIMUM REQUIREMENTS & SPECIAL CONDITIONS 21 APPENDIX D COST PROPOSAL FORM 26 APPENDIX E INSURANCE REQUIREMENTS 28 RFP 20192014C 2 SECTION 0100 INSTRUCTIONS TO PROPOSERS & GENERAL CONDITIONS 1. GENERAL. This Request for Proposals (RFP) is issued by the City of Miami Beach, Florida (the "City'), as the means for prospective Proposers to submit proposals for the City's consideration in evaluating qualifications to select a firm with whom it may negotiate an agreement for the purpose noted herein. Prospective Proposers that have obtained this solicitation in any manner other than via PublicPurchase (www.publicpurchase.com) are advised that the City utilizes PublicPurchase (www.publicpurchase.com) for automatic notification of competitive solicitation opportunities and document fulfillment, including the issuance of any addendum to this RFP. Any Prospective Proposer who has received this RFP by any means other than through PublicPurchase must register immediately with PublicPurchase to assure it receives any addendum issued to this RFP. Failure to receive an addendum may result in disqualification of proposal submitted. 2. PURPOSE. The City of Miami Beach is seeking proposals from qualified vendors for a Computerized Maintenance Management System (CMMS) that will provide the capability to proficiently track, manage, and report the status of equipment maintenance while providing real time views of ongoing work. The vendor shall have experience in successfully implementing the proposed solution at similar public agencies with similar requirements. The successful vendor shall negotiate and enter into a contract with the City of Miami Beach and be responsible for the final approved design, installation, and implementation of the Computerized Maintenance Management System (CMMS), including development of user acceptance testing, systems integration, training, and connectivity to existing resources. The City of Miami Beach currently uses Cityworks for its facilities maintenance management workflow. 3. ANTICIPATED RFP TIMETABLE. The tentative schedule for this solicitation is as follows: RFP Issued May 8, 2019 Pre-Proposal Meeting May 22, 2019 at 10:00 AM Deadline for Receipt of Questions May 31, 2019 by 5:00 PM Responses Due June 7, 2019 Evaluation Committee Review TBD Proposer Presentations TBD Tentative Commission Approval Authorizing Negotiations TBD Contract Negotiations Following Commission Approval 4. PROCUREMENT CONTACT. Any questions or clarifications concerning this solicitation shall be submitted to the Procurement Contact noted below: Procurement Contact: Telephone: I Email: Jason Crouch 305-673-7000 x6694 asoncrouch@miamibeachfl. OV dditionally, the City Clerk is to be copied on all communications via e'-rriairdt:4(afaelGranadEaMiamibeachfl.dov; or via facsimile: 786-394-4188. The Bid title/number shall be referenced on all correspondence. All questions or requests for clarification must be received no later than ten (10) calendar days prior to the date proposals are due as scheduled in Section 0200-3. All 3 RFP 2019-201-JC SEC T IO N 010 0 IN STR U C TIO N S T O P R O PO SER S & G EN ERA L C O N DI TIO N S 1. G E N E R A L. This R equest fo r Pro posals (R FP) is issued by the C ity of M iam i Beach, Florida (th e "Ci ty"), as the m eans fo r pro spective P ro posers to subm it pro posals fo r the C ity 's consideration in evaluating qualifications to select a firm w ith w hom it m ay negotiate an agreem ent fo r the purpose noted herein. P ro spective Pro posers that have obtained this solicitation in any m anner other than via PublicPurchase (www .publicpurchase.com ) are advised that the C ity utilizes PublicP urchase (www .publicpurchase.com ) for autom atic notificatio n of com petitive solicitation oppo rtunities and docum ent fulfil lm ent, including the issuance of any addendum to this R FP. Any P ro spective P ro poser w ho has received this R FP by any m eans other than through P ublicP urchase m ust register im m ediately w ith PublicPurchase to assure it receives any addendum issued to this R FP . Failure to receive an addendum m ay result in disqualification of pro posal subm itted. 2. P U R PO SE. The C ity of M iam i Beach is seeking pro posals from qualified vendors fo r a C om puterized M aintenance M anagem ent S ystem (C M M S) that w ill provide th e cap ab ility to pro ficiently track, m anage, and report the status of equipm ent m aintenance w hile pro viding real tim e view s of ongoing w ork. T he vendor shall have experience in successfully im ple m enting the pro posed solution at sim ilar public agencies w ith sim ilar requirem ents. The successful vendor shall negotiate and enter into a contract w ith the C ity of M iam i Beach and be responsible fo r the final approved design, installatio n, and im plem entation of the C om puterized M aintenance M anagem ent S ystem (C M M S), incl uding developm ent of user acceptance testing , system s integration, training, and connectivity to existing resources. T he C ity of M iam i Beach currently uses C ityw orks fo r its facilities m aintenance m anagem ent w orkflow . 3. A N T IC IP A TED R FP T IM E TA B L E. The tentative schedule for this solicitation is as fo llow s: R F P Issued M ay 8, 2019 P re-Pro posal M eeting M ay 22, 2019 at 10.0 0 AM D eadline fo r R eceipt of Q uestio ns M ay 31, 2019 by 5:00 P M R esponses D ue June 7, 2019 Evaluation C om m ittee R eview TBD Pro poser P resentations TBD Tentative C om m ission Appro val A uthorizing TBD N egotiatio ns C ontract N egotiatio ns Follow ing C om m ission Approval t 4. PR O C U R EM E N T C O N T A C T . Any questions or cl arifications concern ing this solicitation shall be subm itted to the P ro curem ent C o ntact noted below : T he B id title/n umb er shall be referenced on all corr espondence. All questions or requests fo r clarification m ust be received no later than ten (1 O ) calendar days prio r. to the date pro posals are due as scheduled in S ection 0200-3. All 3 REP 2019-201-4C responses to questions/clarifications will be sent to all prospective Proposers in the form of an addendum. 5. PRE-PROPOSAL MEETING OR SITE VISIT(S). Only if deemed necessary by the City, a pre-proposal meeting or site visit(s) may be scheduled. A Pre-PROPOSAL conference will be held as scheduled in Anticipated RFP Timetable section above at the following address: City of Miami Beach Procurement Department Conference Room 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Attendance (in person or via telephone) is encouraged and recommended as a source of information, but is not mandatory. Proposers interested in participating in the Pre-Proposal Submission Meeting via telephone must follow these steps: (1) Dial the TELEPHONE NUMBER: 1- 888-270-9936 (Toll-free North America) (2) Enter the MEETING NUMBER: 9415468 Proposers who are interested in participating via telephone should send an e-mail to the contact person listed in this RFP expressing their intent to participate via telephone. 6. PRE-PROPOSAL INTERPRETATIONS. Oral information or responses to questions received by prospective Proposers are not binding on the City and will be without legal effect, including any information received at pre- submittal meeting or site visit(s). The City by means of Addenda will issue interpretations or written addenda clarifications considered necessary by the City in response to questions. Only questions answered by written addenda will be binding and may supersede terms hoted in this solicitation. Addendum will be released through PublicPurchase. Any prospective proposer who has received this RFP by any means other than through PublicPurchace must register immediately with PublicPurchase to assure it receives any addendum issued to this RFP. Failure to receive an addendum may result in disqualification of proposal. Written questions should be received no later than the date outlined in the Anticipated RFP Timetable section. 7. CONE OF SILENCE. This RFP is subject to, and all proposers are expected to be or become familiar with, the City's Cone of Silence Requirements, as codified in Section 2-486 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Cone of Silence are complied with, and shall be subject to any and all sanctions, as prescribed therein, including rendering their response voidable, in the event of such non-compliance. Communications regarding this solicitation are to be submitted in writing to the Procurement Contact named herein with a copy to the City Clerk at rafaelgranado@miamibeachfl.gov 8. ADDITIONAL INFORMATION OR CLARIFICATION. After proposal submittal, the City reserves the right to require additional information from Proposers (or Proposer team members or sub-consultants) to determine: qualifications (including, but not limited to, litigation history, regulatory action, or additional references); and financial capability (including, but not limited to, annual reviewed/audited financial statements with the auditors notes for each of their last two complete fiscal years). 9. PROPOSER'S RESPONSIBILITY. Before submitting a response, each Proposer shall be solely responsible for making any and all investigations, evaluations, and examinations, as it deems necessary, to ascertain all conditions and requirements affecting the full performance of the contract. Ignorance of such conditions and requirements, RFP 2019-201-JC 4 MI A M/BE A CH responses to questions/cl arifications w ill be sent to all pro spective Pro posers in the fo rm of an addendum. 5. P R E-PR O PO SA L M EET IN G O R SITE VISIT{S). O nly if deem ed necessary by the City , a pre-proposal meeting or site vi sit(s) m ay be scheduled. A P re-PR O PO SA L conference w ill be held as scheduled in Anticipated RFP Tim etable section above at the fo llowing address: City of Miami Beach Procurement Department Conference Room 1755 Meridian Avenue, 3d Flo or Miami Beach, Florida 33139 Attend ance (in person or via telephone) is encouraged and recom m ended as a source of info rmation, but is not m andatory . Proposers interested in participating in the Pre-Pro posal Subm ission M eeting via telephone must follow th ese steps: (1) D ial the T ELEPH O N E N UM BER: 1- 888-270-9936 (Toll-free North America) (2) Enter the M EE TIN G N U M BER: 9415468 P ropo sers w ho are interested in participating via telephone should send an e-m ail to the contact person listed in this R F P expressing their intent to participate via telephone. 6. P R E-PR O PO SA L IN TER PR ETA TIO N S. O ral info rm ation or responses to questions received by pro spective P ro posers are not binding on the C ity and w ill be w ithout legal effect, including any info rm ation received at pre- subm ittal m eeting or site vi sit(s). Th e C ity by m eans of Addenda will issue interpretations or written addenda cl arification s con sidere d necessary by th e Ci ty in respon se to question s. On ly question s ans were d by wr itten addenda w ill be binding and m ay supersede term s hated in this solicitation. Addendum will be released thro ugh PublícPurchase. Any pro spective pro poser w ho has received this RFP by any m eans other than thro ugh P ublicPurchace m ust register im m ediately w ith PublicPurchase to assure it receives any addendum issued to this R F P . Failure to receive an addendum may result in disqualification of proposal. W ritten questions should be received no later than the date outlined in the Anticipated RFP Timetable section. 7. C O N E O F SILEN C E. This R FP is subject to, and all pro posers are expected to be or become fam iliar with, the C ity 's C one of Silence R equirem ents, as codified in Section 2-486 of the City Code. Pro posers shall be solely responsible fo r ensuring that all applicable pro visions of the City 's Cone of Silence are com plied with, and shall be subject to any and all sanctions, as prescribed therein, incl uding rendering their response voidable, in the event of such non-com pliance. C om m unications regarding this solici tation are to be subm itted in writing to the Procurement C ontact nam ed herein w ith a copy to the C ity Cl erk at rafaelg rana do@m iam ibe ach fl.gov 8. A D D ITI O N A L IN FO R M A TIO N O R C LA R IFIC A TIO N . After proposal subm ittal, the City reserv es the right to require additional inform ation from Pro posers (or Proposer team mem bers or sub-consultants) to determ ine: qualification s (in cl udin g, but not limi te d to, litigation history, regulat or y action, or addi tion al refer en ces); and financial capability (including, but not lim ited to, annual review ed/audited financial statem ents with the auditors notes for each of their last tw o com plete fiscal years). 9. PR O PO SER 'S R ESPO N SIB ILI TY . Befo re subm itting a response, each Pro poser shall be solely responsible for m aking any and all investigations, evaluations, and exam inations, as it deem s necessary , to ascertain all conditions and requirem ents affecting the full perform ance of the contract. Ignorance of such conditions and requirem ents, RFP 2019-2014C 4 and/or failure to make such evaluations, investigations, and examinations, will not relieve the Proposer from any obligation to comply with every detail and with all provisions and requirements of the contract, and will not be accepted as a basis for any subsequent claim whatsoever for any monetary consideration on the part of the Proposer. 10. VETERAN BUSINESS ENTERPRISES PREFERENCE. Pursuant to City Code Section 2-374, the City shall give a preference to a responsive and responsible Proposer which is a small business concern owned and controlled by a veteran(s) or which is a service-disabled veteran business enterprise, and which is within five percent (5%) of the lowest responsive, responsible proposer, by providing such proposer an opportunity of providing said goods or contractual services for the lowest responsive proposal amount (or in this RFP, the highest proposal amount). 11. DETERMINATION OF AWARD. The final ranking results of Phase II evaluation process will be considered by the City Manager who may recommend to the City Commission the Proposer(s) s/he deems to be in the best interest of the City or may recommend rejection of all proposals. The City Managers recommendation need not be consistent with the scoring results identified herein and takes into consideration Miami Beach City Code Section 2- 369, including the following considerations: (1) The ability, capacity and skill of the Proposer to perform the contract. (2) Whether the Proposer can perform the contract within the time specified, without delay or interference. (3) The character, integrity, reputation, judgment, experience and efficiency of the Proposer. (4) The quality of performance of previous contracts. (5) The previous and existing compliance by the Proposer with laws and ordinances relating to the contract. The City Commission shall consider the City Manager's recommendation and may approve such recommendation. The City Commission may also, at its option, reject the City Manager's recommendation and select another Proposal or Proposals which it deems to be in the best interest of the City, or it may also reject all Proposals. 12. NEGOTIATIONS. Following selection, the City reserves the right to enter into further negotiations with the selected Proposer. Notwithstanding the preceding, the City is in no way obligated to enter into a contract with the selected Proposer in the event the parties are unable to negotiate a contract. It is also understood and acknowledged by Proposers that no property, contract or legal rights of any kind shall be created at any time until and unless an Agreement has been agreed to; approved by the City; and executed by the parties. Balance of Page Intentionally Left Blank RFP 2019-201-JC 5 MIAM 'BEACH and/or failure to make such evaluations, investigations, and examinations, will not relieve the Proposer from any obligation to comply with every detail and with all provisions and requirements of the contract, and will not be accepted as a basis for any subsequent claim whatsoever for any monetary consideration on the part of the Pro poser. 10. V E T E RA N B U S IN ESS EN TER PR ISES PR EFER EN C E. Pursuant to City Code Section 2-374, the City shall give a preference to a responsive and responsible Proposer which is a small business concern owned and controlled by a veteran(s) or which is a serv ice-disabled veteran business enterprise, and which is within five percent (5%) of the lowest responsive, responsible pro poser, by providing such proposer an opportunity of providing said goods or contractual services for the lowest responsive pro posal amount (or in this RFP, the highest proposal amount). 11. D ET ER M IN A TIO N O F A W A R D . The final ranking results of Phase II evaluation process will be considered by the City M anager who may recommend to the City Commission the Proposer(s) s/he deems to be in the best interest of the City or may recommend rejection of all proposals. The City Manager's recommendation need not be consistent with the scoring results identified herein and takes into consideration Miami Beach City Code Section 2- 369, including the following considerations: (1) Th e ability, capacity and skill of the Proposer to perform the contract. (2) W hether the Proposer can perform the contract within the time specified, without delay or interference. (3) The character, integrity, reputation, judgment, experience and efficiency of the Proposer. (4) The quality of performance of previous contracts. (5) The previous and existing compliance by the Proposer with laws and ordinances relating to the contract. The City Commission shall consider the City Manager's recommendation and may approve such recommendation. The City Commission may also, at its option, reject the City Manager's recommendation and select another Proposal or Pro posals which it deem s to be in the best interest of the City, or it may also reject all Prop osals. . 12. NE G O TI A TI O N S. Following selection, the City reserves the right to enter into further negotiations with the selected Pro poser. Notw ithstanding the preceding, the City is in no way obligated to enter into a contract with the selected Proposer in the event the parties are unable to negotiate a contract. It is also understood and acknowledged by Proposers that no property , contract or legal rights of any kind shall be created at any time until and unless an Agreement has been agreed to; appro ved by the City; and executed by the parties. B alance of Page Intentionally Left Blank RFP 2019-20 140 5 MA AA BEACH SECTION 0200 GENERAL CONDITIONS 1. GENERAL DISCLAIMERS. a. The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the "City") for the recipient's convenience. Any action taken by the City in response to Proposals made pursuant to this solicitation, or in making any award, or in failing or refusing to make any award pursuant to such Proposals, or in cancelling awards, or in withdrawing or cancelling this solicitation, either before or after issuance of an award, shall be without any liability or obligation on the part of the City. In its sole discretion, the City may withdraw the solicitation either before or after receiving proposals, may accept or reject proposals, and may accept proposals which deviate from the solicitation, as it deems appropriate and in its best interest. In its sole discretion, the City may determine the qualifications and acceptability of any party or parties submitting Proposals in response to this solicitation. b. The information contained herein is provided solely for the convenience of prospective Proposers. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete. The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents, or on any permitted communications with City officials, shall be at the recipient's own risk. Proposers should rely exclusively on their own investigations, interpretations, and analyses. The solicitation is being provided by the City without any warranty or representation, express or implied, as to its content, its accuracy, or its completeness. No warranty or representation is made by the City or its agents that any Proposal conforming to these requirements will be selected for consideration, negotiation, or approval. c. Bidders are hereby advised that this solicitation is subject to the following ordinances/resolutions, which may be found on the City Of Miami Beach website: htto://web.miamibeachfl.00v/procurement/scroll.asox?id=79113 'CONE OF SILENCE —SECTION 2-486 'PROTEST PROCEDURES —CODE SECTION 2-371 'DEBARMENT PROCEEDINGS —SECTIONS 2-397 THROUGH 2-485.3 'LOBBYIST REGISTRATION AND DISCLOSURE OF FEES — SECTIONS 2-481 THROUGH 2-406 'CAMPAIGN CONTRIBUTIONS BY VENDORS — SECTION 2-487 'CAMPAIGN CONTRIBUTIONS — SECTION 2-488 'EQUAL BENEFITS FOR DOMESTIC PARTNERS — SECTION 2-373 'FALSE CLAIMS ORDINANCE — SECTION 70-300 'ACCEPTANCE OF GIFTS, FAVORS & SERVICES — SECTION 2-449 2. PUBLIC ENTITY CRIME. A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crimes may not submit a proposal on a contract to provide any goods or services to a public entity, may not submit a proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit a proposal on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, sub-contractor, or consultant under a contract with a public entity, and may not transact business with any public entity in excess of the threshold amount provided in Sec. 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. 3. COMPLIANCE WITH THE CITY'S LOBBYIST LAWS. This RFP is subject to, and all Proposers are expected to be or become familiar with, all City lobbyist laws. Proposers shall be solely responsible for ensuring that all City lobbyist laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including, without limitation, disqualification of their responses, in the event of such non-compliance. 4. DEBARMENT ORDINANCE: This RFP is subject to, and all proposers are expected to be or become familiar with, the City's Debarment Ordinance as codified in Sections 2-397 through 2-406 of the City Code. 5. COMPLIANCE WITH THE CITY'S CAMPAIGN FINANCE REFORM LAWS. This RFP is subject to, and all Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their responses, in the event of such non-compliance. 6. CODE OF BUSINESS ETHICS. Pursuant to City Resolution No.2000- 37379, the Proposer shall adopt a Code of Business Ethics ("Code") and submit that Code to the Procurement Division with its response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. 7. AMERICANS WITH DISABILITIES ACT (ADA). Call 305-673-7490 to request material in accessible format; sign language interpreters (five (5) days in advance when possible), or information on access for persons with disabilities. For more information on ADA compliance, please call the Public Works Department, at 305-673- 7000, Extension 2984. 8. POSTPONEMENT OF DUE DATE FOR RECEIPT OF PROPOSALS. The City reserves the right to postpone the deadline for submittal of proposals and will make a reasonable effort to give at least three (3) calendar days written notice of any such postponement to all prospective Proposers through PublicPurchase. 9. PROTESTS. Proposers that are not selected may protest any recommendation for selection of award in accordance with the proceedings established pursuant to the City's bid protest procedures, as codified in Sections 2-370 and 2-371 of the City Code (the City's Bid Protest Ordinance). Protest not timely made pursuant to the requirements of the City's Bid Protest Ordinance shall be barred. 10. JOINT VENTURES I SINGLE PURPOSE ENTITY. Joint Ventures are not allowed. Proposals shall be submitted only by the prime contractor. Proposals may, however, identify other sub-contractors or sub-consultants to the prime Proposer who may serve as team members. 11. VETERAN BUSINESS ENTERPRISES PREFERENCE. Pursuant to City Code Section 2-374, the City shall give a preference to a responsive and responsible Proposer which is a small business concern owned and controlled by a veteran(s) or which is a service-disabled veteran business enterprise, and which is within five percent (5%) of the lowest responsive, responsible proposer, by providing such proposer an opportunity of providing said goods or contractual services for the lowest responsive proposal amount (or in this RFP, the highest proposal amount). Whenever, as a result of the foregoing preference, the adjusted prices of two (2) or more proposers which a're a small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise constitute the lowest proposal pursuant to an RFP or oral or written request for quotation, and such proposals are responsive, responsible and otherwise equal with respect to quality and service, then the award shall be made to the service-disabled veteran business enterprise. 12. AGREEMENT BY BIDDERS. Any individual that submits a proposal in response to this solicitation agrees to the following: Any action taken by the City in response to Proposals made pursuant to this solicitation, or in making any award, or in failing or refusing to make any award pursuant to such Proposals, or in cancelling awards, or in withdrawing or cancelling this solicitation, either before or after issuance of an award, shall be without any liability or obligation on the part of the City. The City may, at its sole and absolute discretion, reject any and all, or parts RFP 2019-201-JC 6 SECTION 0200 MIAM/BEACH GENERA L CONDITIONS 1. GENERAL DISCLAIMERS. a. The solicitation referenced herein is being furnished to the recipient by the City of Miami Beach (the "City") for the recipient's convenience. Any action taken by the City in response to Proposals made pursuant to this solicitation, or in making any award, or in failing or refusing to make any award pursuant to such Proposals, or in cancelling awards, or in withdrawing or cancelling this solicitation, either before or after issuance of an award, shall be without any liability or obligation on the part of the City. In its sole discretion, the City may withdraw the solicitation either before or after receiving proposals, may accept or reject proposals, and may accept proposals which deviate from the solicitation, as it deems appropriate and in its best interest. In its sole discretion, the City may determine the qualifications and acceptability of any party or parties submitting Proposals in response to this solicitation. b. The information contained herein is provided solely for the convenience of prospective Proposers. It is the responsibility of the recipient to assure itself that information contained herein is accurate and complete. The City does not provide any assurances as to the accuracy of any information in this solicitation. Any reliance on these contents, or on any permitted communications with City officials, shall be at the recipient's own risk. Proposers should rely exclusively on their own investigations, interpretations, and analyses. The solicitation is being provided by the City without any warranty or representation, express or implied, as to its content, its accuracy, or its completeness. No warranty or representation is made by the City or its agents that any Proposal conforming to these requirements will be selected for consideration, negotiation, or approval. c. Bidders are hereby advised that this solicitation is subject to the following ordinances/resolutions, which may be found on the City Of Miami Beach website: http://web.miamibeachfl.gov/procuremenl/scroll .asox?id= 79113 •CONE OF SILENCE -SECTION 2-486 •PROTEST PROCEDURES -CODE SECTION 2-371 ·DEBARMENT PROCEEDINGS -SECTIONS 2-397 THROUGH 2-485.3 •LOBBYIST REGISTRATION AND DISCLOSURE OF FEES - SECTIONS 2-481 THROUGH 2-406 •CAMPAIGN CONTRIBUTIONS BY VENDORS - SECTION 2-487 •CAMPAIGN CONTRIBUTIONS - SECTION 2-488 ·EQUAL BENEFITS FOR DOMESTIC PARTNERS - SECTION 2-373 «LIVING- WAGE REQUIREMENT SECTIONS 2 407 THROUGH 2 410 ·FALSE CLAIMS ORDINANCE - SECTION 70-300 ·ACCEPTANCE OF GIFTS, FAVORS & SERVICES - SECTION 2-449 2. PUBLIC ENTITY CRIME. A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crimes may not submit a proposal on a contract to provide any goods or services to a public entity, may not submit a proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit a proposal on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, sub-contractor, or consultant under a contract with a .public entity, and may not transact business with any public entity in excess of the threshold amount provided in Sec. 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. 3. COMPLIANCE WITH THE CITY'S LOBBYIST LAWS. This RFP is subject to, and all Proposers are expected to be or become familiar with, all City lobbyist laws. Proposers shall be solely responsible for ensuring that all City lobbyist laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including, without limitation, disqualification of their responses, in the event of such non-compliance. 4. DEBARMENT ORDINANCE: This RFP is subject to, and all proposers are expected to be or become familiar with, the City's Debarment Ordinance as codified in Sections 2-397 through 2-406 of the City Code. 5. COMPLIANCE WITH THE CITY'S CAMPAIGN FINANCE REFORM LAWS. This RFP is subject to, and all Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their responses, in the event of such non-compliance. 6. CODE OF BUSINESS ETHICS. Pursuant to City Resolution No.2000- 37379, the Proposer shall adopt a Code of Business Ethics ("Code") and submit that Code to the Procurement Division with its response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. 7. AMERICANS WITH DISABILITIES ACT (ADA). Cal 305-673-7490 to request material in accessible format; sign language interpreters (five (5) days in advance when possible), or information on access for persons with disabilities. For more information on ADA compliance, please call the Public Works Department, at 305-673- 7000, Extension 2984. 8. POSTPONEMENT OF DUE DATE FOR RECEIPT OF PROPOSALS. The City reserves the right to postpone the deadline for submittal of proposals and will make a reasonable effort to give at least three (3) calendar days written notice of any such postponement to all prospective Proposers through PublicPurchase. 9. PROTESTS. Proposers that are not selected may protest any recommendation for selection of award in accordance with the proceedings established pursuant to the City's bid protest procedures, as codified in Sections 2-370 and 2-371 of the City Code (the City's Bid Protest Ordinance). Protest not timely made pursuant to the requirements of the City's Bid Protest Ordinance shall be barred. 10. JOINT VENTURES / SINGLE PURPOSE ENTITY. Joint Ventures are not allowed. Proposals shall be submitted only by the prime contractor. Proposals may, however, identify other sub-contractors or sub-consultants to the prime Proposer who may serve as team members. 11. VETERAN BUSINESS ENTERPRISES PREFERENCE. Pursuant to City Code Section 2-374, the City shall give a preference to a responsive and responsible Proposer which is a small business concern owned and controlled by a veteran(s) or which is a service-disabled veteran business enterprise, and which is within five percent (5%) of the lowest responsive, responsible proposer, by providing such proposer an opportunity of providing said goods or contractual services for the lowest responsive proposal amount (or in this RFP, the highest proposal amount). Whenever, as a result of the foregoing preference, the adjusted prices of two (2) or more proposers which áre a small business concern owned and controlled by a veteran(s) or a service-disabled veteran business enterprise constitute the lowest proposal pursuant to an RFP or oral or written request for quotation, and such proposals are responsive, responsible and otherwise equal with respect to quality and service, then the award shall be made to the service-disabled veteran business enterprise. 12. AGREEMENT BY BIDDERS. Any individual that submits a proposal in response to this solicitation agrees to the following: Any action taken by the City in response to Proposals made pursuant to this solicitation, or in making any award, or in failing or refusing to make any award pursuant to such Proposals, or in cancelling awards, or in withdrawing or cancelling this solicitation, either before or after issuance of an award, shall be without any liability or obligation on the part of the City. The City may, at its sole and absolute discretion, reject any and all, or parts REP 2019-201-C 6 MIAMI BEACH of any and all, responses; re-advertise this RFP; postpone or cancel, at any time, this RFP process; or waive any irregularities in this RFP, or in any responses received as a result of this RFP. Reasonable efforts will be made to either award the proposer the contract or reject all proposals within one-hundred twenty (120) calendar days after proposal opening date. In accordance with Section 47 below, a Proposer may withdraw its proposal after expiration of one hundred twenty (120) calendar days from the date of proposal opening, by delivering written notice of withdrawal to the Procurement Department. 13. COSTS INCURRED BY PROPOSERS. All expenses involved with the preparation and submission of Proposals, or any work performed in connection therewith, shall be the sole responsibility (and shall be at the sole cost and expense) of the Proposer, and shall not be reimbursed by the City. 14. RELATIONSHIP TO THE CITY. It is the intent of the City, and Proposers hereby acknowledge and agree, that the successful Proposer is considered to be an independent contractor, and that neither the Proposer, nor the Proposer's employees, agents, and/or contractors, shall, under any circumstances, be considered employees or agents of the City. 15. OCCUPATIONAL HEALTH AND SAFETY. In compliance with Chapter 442, Florida Statutes, any toxic substance listed in Section 38F-41.03 of the Florida Administrative Code delivered as a result of this proposal must be accompanied by a Material Safety Data Sheet (MSDS) which may be obtained from the manufacturer. 16. ENVIRONMENTAL REGULATIONS. The City reserves the right to consider a Proposer's history of citations and/or violations of environmental regulations in investigating a Proposer's responsibility, and further reserves the right to declare a Proposer not responsible if the history of violations warrants such determination in the opinion of the City. Proposer shall submit with its proposal, a complete history of all citations and/or violations, notices and dispositions thereof. The non-submission of any such documentation shall be deemed to be an affirmation by the Proposer that there are no citations or' violations;Proposer shall notify the City immediately of notice of any citation or violation which proposer may receive after the proposal opening date and during the time of performance of any contract awarded to it. 17. TAXES. The City of Miami Beach is exempt from all Federal Excise and State taxes. 18. MISTAKES. Proposers are expected to examine the terms, conditions, specifications, delivery schedules, proposed pricing, and all instructions pertaining to the goods and services relative to this RFP. Failure to do so will be at the Proposer's risk and may result in the Proposal being non- responsive. 19. PAYMENT. Payment will be made by the City after the goods or services have been received, inspected, and found to comply with contract, specifications, free of damage or defect, and are propedy invoiced. Invoices must be consistent with Purchase Order format. 20. COPYRIGHT, PATENTS & ROYALTIES. Proposer shall indemnify and save harmless the City of Miami Beach, Florida, and its officers, employees, contractors, and/or agents, from liability of any nature or kind, including cost and expenses for, or on account of, any copyrighted, patented, or unpatented invention, process, or article manufactured or used in the performance of the contract, including its use by the City of Miami Beach, Florida. If the Proposer uses any design, device or materials covered by letters, patent, or copyright, it is mutually understood and agreed, without exception, that the proposal prices shall include all royalties or cost arising from the use of such design, device, or materials in any way involved in the work. 21. DEFAULT. Failure or refusal of the successful Proposer to execute a contract following approval of such contract by the City Commission, or untimely withdrawal of a proposal response before such award is made and approved, may result in a claim for damages by the City, and may be grounds for removing the Proposer from the City's vendor list. 22. MANNER OF PERFORMANCE. Proposer agrees to perform its duties and obligations in a professional manner and in accordance with all applicable Local, State, County, and Federal laws, rules, regulations and codes. Lack of knowledge or ignorance by the Proposer with/of applicable laws will in no way be a cause for relief from responsibility. Proposer agrees that the work and services provided shall be provided by employees that are educated, trained, experienced, certified, and licensed in all areas encompassed within their designated duties. Proposer agrees to fumish to the City any and all documentation, certification, authorization, license, permit, or registration currently required by applicable laws, rules, and regulations. Proposer further certifies that it and its employees will keep all licenses, permits, registrations, authorizations, or certifications required by applicable laws or regulations in full force and effect during the term of this contract. Failure of Proposer to comply with this paragraph shall constitute a material breach of this contract. Where Developer is required to enter or go on to City of Miami Beach property to deliver materials or perform work or services as a result of any contract resulting from this solicitation, the Developer will assume the full duty, obligation and expense of obtaining all necessary licenses, permits, and insurance, and assure all work complies with all applicable laws. The Developer shall be liable for any damages or loss to the City occasioned by negligence of the Developer, or its officers, employees, contractors, and/or agents, for failure to comply with applicable laws. 23. SPECIAL CONDITIONS. Any and all Special Conditions that may vary from these General Terms and Conditions shall have precedence. 24. NON-DISCRIMINATION. The Proposer certifies that it is in compliance with the non-discrimination clause contained in Section 202, Executive Order 11246, as amended by Executive Order 11375, relative to equal employment opportunity for all persons without regard to race, color, religion, sex or national .origin. In accordance with the City's Human Rights Ordinance, codified in Chapter 62 of the City Code, Proposer shall prohibit discrimination by reason of race, color, national origin, religion, sex, intersexuality, gender identity, sexual orientation, disability, marital and familial status, age, ancestry, height, weight, domestic partner status, labor organization membership, familial situation, and political affiliation. 25. DEMONSTRATION OF COMPETENCY. The City may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance (experience) in making an award that is in the best interest of the City, including: A. Pre-award inspection of the Proposer's facility may be made'prior to the award of contract. B. Proposals will only be considered from firms which are regularly engaged in the business of providing the goods and/or services as described in this solicitation. C. Proposers must be able to demonstrate a good record of performance for a reasonable period of time, and have sufficient financial capacity, equipment, and organization to ensure that they can satisfactorily perform the services if awarded a contract under the terms and conditions of this solicitation. D. The terms "equipment and organization", as used herein shall, be construed to mean a fully-equipped and well-established company in line with the best business practices in the industry, and as determined by the City. E. The City may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including F. past performance (experience), in making an award that is in the best interest of the City. G. The City may require Proposer to show proof that it has been designated as authorized representatives of a manufacturer or supplier, which is the actual source of supply. In these instances, the City may RFP 2019-201-JC 7 M I A M/BEA CH of any and all, responses; re-advertise this RFP; postpone or cancel, at any time, this RFP process; or waive any irregularities in this RFP, or in any responses received as a result of this RFP. Reasonable efforts will be made to either award the proposer the contract or reject all proposals within one-hundred twenty (120) calendar days after proposal opening date. In accordance with Section 47 below, a Proposer may withdraw its proposal after expiration of one hundred twenty (120) calendar days from the date of proposal opening, by delivering written notice of withdrawal to the Procurement Department. 13. COSTS INCURRED BY PROPOSERS. All expenses involved with the preparation and submission of Proposals, or any work performed in connection therewith, shall be the sole responsibility ( and shall be at the sole cost and expense) of the Proposer, and shall not be reimbursed by the City. 14. RELATIONSHIP TO THE CITY. II is the intent of the City, and Proposers hereby acknowledge and agree, that the successful Proposer is considered to be an independent contractor, and that neither the Proposer, nor the Proposer's employees, agents, and/or contractors, shall, under any circumstances, be considered employees or agents of the City. 15. OCCUPATIONAL HEALTH AND SAFETY. In compliance with Chapter 442, Florida Statutes, any toxic substance listed in Section 38F-41.03 of the Florida Administrative Code delivered as a result of this proposal must be accompanied by a Material Safety Data Sheet (MSDS) which may be obtained from the manufacturer. 16. ENVIRONMENTAL REGULATIONS. The City reserves the right to consider a Proposer's history of citations and/or violations of environmental regulations in investigating a Proposer's responsibility, and further reserves the right to declare a Proposer not responsible if the history of violations warrants such determination in the opinion of the City. Proposer shall submit with its proposal, a complete history of all citations and/or violations, notices and dispositions thereof. The non-submission of any such documentation shall be deemed to be an affirmation by the Proposer that there are no citations or violations. Proposer shall notify the City- immediately of notice of any citation or violation which proposer may receive after the proposal opening date and during the time of performance of any contract awarded to it. 17. TAXES. The City of Miami Beach is exempt from all Federal Excise and State taxes. 18. MISTAKES. Proposers are expected to examine the terms, conditions, specifications, delivery schedules, proposed pricing, and all instructions pertaining to the goods and services relative to this RFP. Failure to do so will be at the Proposer's risk and may result in the Proposal being non- responsive. 19. PAYMENT. Payment will be made by the City after the goods or services have been received, inspected, and found to comply with contract, specifications, free of damage or defect, and are properly invoiced. Invoices must be consistent with Purchase Order format. 20. COPYRIGHT, PATENTS & ROYALTIES. Proposer shall indemnify and save harmless the City of Miami Beach, Florida, and its officers, employees, contractors, and/or agents, from liability of any nature or kind, including cost and expenses for, or on account of, any copyrighted, patented, or un patented invention, process, or article manufactured or used in the performance of the contract, including its use by the City of Miami Beach, Florida. If the Proposer uses any design, device or materials covered by letters, patent, or copyright, it is mutually understood and agreed, without exception, that the proposal prices shall include all royalties or cost arising from the use of such design, device, or materials in any way involved in the work. 21. DEFAULT. Failure or refusal of the successful Proposer to execute a contract following approval of such contract by the City Commission, or untimely withdrawal of a proposal response before such award is made and approved, may result in a claim for damages by the City, and may be grounds for removing the Proposer from the City's vendor list. 22. MANNER OF PERFORMANCE. Proposer agrees to perform its duties and obligations in a professional manner and in accordance with all applicable Local, Slate, County, and Federal laws, rules, regulations and codes. Lack of knowledge or ignorance by the Proposer with/of applicable laws will in no way be a cause for relief from responsibility. Proposer agrees that the work and services provided shall be provided by employees that are educated, trained, experienced, certified, and licensed in all areas encompassed within their designated duties. Proposer agrees to furnish to the City any and all documentation, certification, authorization, license, permit, or registration currently required by applicable laws, rules, and regulations. Proposer further certifies that it and its employees will keep all licenses, permits, registrations, authorizations, or certifications required by applicable laws or regulations in full force and effect during the term of this contract. Failure of Proposer to comply with this paragraph shall constitute a material breach of this contract. Where Developer is required to enter or go on to City of Miami Beach property to deliver materials or perform work or services as a result of any contract resulting from this solicitation, the Developer will assume the full duty, obligation and expense of obtaining all necessary licenses, permits, and insurance, and assure all work complies with all applicable laws. The Developer shall be liable for any damages or loss to the City occasioned by negligence of the Developer, or its officers, employees, contractors, and/or agents, for failure to comply with applicable laws. 23. SPECIAL CONDITIONS. Any and all Special Conditions that may vary from these General Terms and Conditions shall have precedence. 24. NON-DISCRIMINATION. The Proposer certifies that it is in compliance with the non-discrimination clause contained in Section 202, Executive Order 11246, as amended by Executive Order 11375, relative lo equal employment opportunity for all persons without regard to race, color, religion, sex or national origin. In accordance with the City's Human Rights Ordinance, codified in Chapter 62 of the City Code, Proposer shall prohibit discrimination by reason of race, color, national origin, religion, sex, intersexualìty, gender identity, sexual orientation, disability, marital and familial status, age, ancestry, height, weight, domestic partner status, labor organization membership, familial situation, and political affiliation. 25. DEMONSTRATION OF COMPETENCY. The City may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including past performance (experience) in making an award that is in the best interest of the City, including: A. Pre-award inspection of the Proposer's facility may be made prior to the award of contract. B. Proposals will only be considered from firms which are regularly engaged in the business of providing the goods and/or services as described in this solicitation. C. Proposers must be able to demonstrate a good record of performance for a reasonable period of time, and have sufficient financial capacity, equipment, and organization to ensure that they can satisfactorily perform the services if awarded a contract under the terms and conditions of this solicitation. D. The terms "equipment and organization", as used herein shall, be construed to mean a fully-equipped and well-established company in line with the best business practices in the industry, and as determined by the City. E. The City may consider any evidence available regarding the financial, technical, and other qualifications and abilities of a Proposer, including F. past performance (experience), in making an award that is in the best interest of the City. G. The City may require Proposer to show proof thai it has been designated as authorized representatives of a manufacturer or supplier, which is the actual source of supply. In these instances, the City may RFP 2019-201JC 7 M I r-qvil BEACH also require material information from the source of supply regarding the quality, packaging, and characteristics of the products to be supply to the City. 26. ASSIGNMENT. The successful Proposer shall not assign, transfer, convey, sublet or otherwise dispose of the contract, including any or all of its right, title or interest therein, or his/her or its power to execute such contract, to any person, company or corporation, without the prior written consent of the City. 27. LAWS, PERMITS AND REGULATIONS. The Proposer shall obtain and pay for all licenses, permits, and inspection fees required to complete the work and shall comply with all applicable laws. 28. OPTIONAL CONTRACT USAGE. When the successful Proposer is in agreement, other units of government or non-profit agencies may participate in purchases pursuant to the award of this contract at the option of the unit of government or non-profit agency. 29. VOLUME OF WORK. To the extent applicable, it is the intent of the City to purchase the goods and services specifically listed in this solicitation. However, the City reserves the right to purchase any goods or services awarded from State or other governmental contracts, or on an as-needed basis through the City's spot market purchase provisions. 30. DISPUTES. In the event of a conflict between the documents, the order of priority of the documents shall be as follows: A. Any contract or agreement resulting from the award of this solicitation; then B. Addendum issued for this solicitation, with the latest Addendum taking precedence; then C. The solicitation; then D. The Proposer's proposal in response to the solicitation. 31. INDEMNIFICATION. The Developer shall indemnify and hold harmless the City and its officers, employees, agents and instrumentalities from any and all liability, losses or damages, including attorney's fees and costs of defense, which the City or its officers, employees, agents or instrumentalities may incur as a result of claims, demands, suits, causes of actions or proceedings of any kind or nature arising out of, relating to or resulting from the performance of the agreement by the Developer or its employees, agents, servants, partners, principals or subcontractors. The Developer shall pay all claims and losses in connection therewith, and shall investigate and defend all claims, suits or actions of any kind or nature in the name of the City, where applicable, including appellate proceedings, and shall pay all costs, judgments, and attorney's fees which may be incurred thereon. The Developer expressly understands and agrees that any insurance protection required by any agreement with the City or otherwise provided by the Developer shall in no way limit the responsibility to indemnify, keep and save harmless and defend the City or its officers, employees, agents and instrumentalities as herein provided. The above indemnification provisions shall survive the expiration or termination of this Agreement. 32. FLORIDA PUBLIC RECORDS LAW. Proposers are hereby notified that all Proposals including, without limitation, any and all information and documentation submitted therewith, are exempt from public records requirements under Section 119.07(1), Florida Statutes, and s. 24(a), Art. 1 of the State Constitution until such time as the City provides notice of an intended decision or until thirty (30) days after opening of the proposals, whichever is earlier. Additionally, Developer agrees to be in full compliance with Florida Statute 119.0701 including, but not limited to, agreement to (a) Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the services; (b) provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law; (c) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; (d) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the Developer upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. 33. OBSERVANCE OF LAWS. Proposers are expected to be familiar with, and comply with, all Federal, State, County, and City laws, ordinances, codes, rules and regulations, and all orders and decrees of bodies or tribunals having jurisdiction or authority which, in any manner, may affect the scope of services and/or project contemplated by this RFP (including, without limitation, the Americans with Disabilities Act, Title VII of the Civil Rights Act, the EEOC Uniform Guidelines, and all EEO regulations and guidelines). Ignorance of the law(s) on the part of the Proposer will in no way relieve it from responsibility for compliance. 34. CONFLICT OF INTEREST. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. 35. MODIFICATION/WITHDRAWALS OF PROPOSALS. A Proposer may submit a modified Proposal to replace all or any portion of a previously submitted Proposal up until the Proposal due date and time. Modifications received after the Proposal due date and time will not be considered. Proposals shall be irrevocable until contract award unless withdrawn in writing prior to the Proposal due date, or after expiration of 120 calendar days from the opening of Proposals without a contract award. Letters of withdrawal received after the Proposal due date and before said expiration date, and letters of withdrawal received after contract award will not be considered. 36. EXCEPTIONS TO RFP. Proposers must clearly indicate any exceptions they wish to take to any of the terms in this RFP, and outline what, if any, alternative is being offered. All exceptions and alternatives shall be included and clearly delineated, in writing, in the Proposal. The City, at its sole and absolute discretion, may accept or reject any or all exceptions and alternatives. In cases in which exceptions and alternatives are rejected, the City shall require the Proposer to comply with the particular term and/or condition of the RFP to which Proposer took exception to (as said term and/or condition was originally set forth in the RFP and any exhibits or Addenda thereto). 37. ACCEPTANCE OF GIFTS, FAVORS, SERVICES. Proposers shall not offer any gratuities, favors, or anything of monetary value to any official, employee, or agent of the City, for the purpose of influencing consideration of this Proposal. Pursuant to Sec. 2-449 of the City Code, no officer or employee of the City shall accept any gift, favor or service that might reasonably tend improperly to influence him in the discharge of his official duties. 38. SUPPLEMENTAL INFORMATION. City reserves the right to request supplemental information from Proposers at any time during the RFP solicitation process, unless otherwise noted herein. RFP 2019-2011C 8 MI A N!BE A CH also require material information from the source of supply regarding the quality, packaging, and characteristics of the products to be supply to the City. 26. ASSIGNMENT. The successful Proposer shall not assign, transfer, convey, sublet or otherwise dispose of the contract, including any or all of its right, title or interest therein, or his/her or its power to execute such contract, to any person, company or corporation, without the prior written consent of the City. 27. LAWS, PERMITS AND REGULATIONS. The Proposer shall obtain and pay for all licenses, permits, and inspection fees required to complete the work and shall comply with all applicable laws. 28. OPTIONAL CONTRACT USAGE. When the successful Proposer is in agreement, other units of government or non-profit agencies may participate in purchases pursuant to the award of this contract at the option of the unit of government or non-profit agency. 29. VOLUME OF WORK. To the extent applicable, it is the intent of the City to purchase the goods and services specifically listed in this solicitation. However, the City reserves the right to purchase any goods or services awarded from State or other governmental contracts, or on an as-needed basis through the City's spot market purchase provisions. 30. DISPUTES. In the event of a conflict between the documents, the order of priority of the documents shall be as follows: A. Any contract or agreement resulting from the award of this solicitation; then B. Addendum issued for this solicitation, with the latest Addendum taking precedence; then C. The solicitation; 1hen D. The Proposer's proposal in response to the solicitation. 31. INDEMNIFICATION. Th e Developer shall indemnify and hold harmless the City and its officers, employees, agents and instrumentalities from any and all liability, losses or damages, including attorney's fees and costs of defense, which the City or its officers, employees, agents or instrumentalities may incur as a result of claims, demands, suits, causes of actions or proceedings of any kind or nature arising out of, relating to or resulting from the performance of the agreement by the Developer or its employees, agents, servants, partners, principals or subcontractors. The Developer shall pay all claims and losses in connection therewith, and shall investigate and defend all claims, suits or actions of any kind or nature in the name of the City, where applicable, including appellate proceedings, and shall pay all costs, judgments, and attorney's fees which may be incurred thereon. The Developer expressly understands and agrees that any insurance protection required by any agreement with the City or otherwise provided by the Developer shall in no way limit the responsibility to indemnify, keep and save harm less and defend the City or its officers, employees, agents and instrumentalities as herein provided. The above indemnification provisions shall survive the expira1ion or term ination of this Agreement. 32. FLORIDA PUBLIC RECORDS LAW. Proposers are hereby notified that all Proposals including, without limitation, any and all information and documentation submitted therewith, are exempt from public records requirements under Section 119.07(1), Florida Statutes, and s. 24(a), Art. 1 of the State Constitution until such time as the City provides notice of an intended decision or until thirty (30) days after opening of the proposals, whichever is earlier. Additionally, Developer agrees to be in full compliance with Florida Statute 119.0701 including, but not limited to, agreement to (a) Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the services; (b) provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law; (c) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; (d) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the Developer upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. 33. OBSERVANCE OF LAWS. Proposers are expected to be familiar with, and comply with, all Federal, State, County, and City laws, ordinances, codes, rules and regulations, and all orders and decrees of bcdies or tribunals having jurisdiction or authority which, in any manner, may affect the scope of services and/or project contemplated by this RFP (including, without limitation, the Americans with Disabilities Act, Tille VII of the Civil Rights Act, the EEOC Uniform Guidelines, and all EEO regulations and guidelines). Ignorance of the law(s) on the part of the Proposer will in no way relieve it from responsibility for compliance. 34. CONFLICT OF INTEREST. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. 35. MODIFICATION/WITHDRAWALS OF PROPOSALS. A Proposer may submit a modified Proposal to replace all or any portion of a previously submitted Proposal up until the Proposal due date and time. Modifications received after the Proposal due date and time will not be considered. Proposals shall be irrevocable until contract award unless withdrawn in writing prior to the Proposal due date, or after expiration of 120 calendar days from the opening of Proposals without a contract award. Letters of withdrawal received after the Proposal due date and before said expiration date, and letters of withdrawal received after contract award will not be considered. 36. EXCEPTIONS TO RFP. Proposers must clearly indicate any exceptions they wish to take to any of the terms in this RFP, and outline what, if any, alternative is being offered. All exceptions and alternatives shall be included and clearly delineated, in writing, in the Proposal. The City, at its sole and absolute discretion, may accept or reject any or all exceptions and alternatives. In cases In which exceptions and alternatives are rejected, the City shall require the Proposer to comply with the particular term and/or condition of the RFP to which Proposer took exception to (as said term and/or condition was originally set forth in the RFP and any exhibits or Addenda thereto). 37. ACCEPTANCE OF GIFTS, FAVORS, SERVICES. Proposers shall not offer any gratuities, favors, or anything of monetary value to any official, employee, or agent of the City, for the purpose of influencing consideration of this Proposal. Pursuant to Sec. 2-449 of the City Code, no officer or employee of the City shall accept any gift, favor or service that might reasonably tend improperly to influence him in the discharge of his official duties. 38. SUPPLEMENTAL INFORMATION. City reserves the righi to request supplemental information from Proposers at any time during the RFP solicitation process, unless otherwise noted herein. REP 2019-2014C 8 SECTION 0300 PROPOSAL SUBMITTAL INSTRUCTIONS AND FORMAT 1. SEALED RESPONSES. One original Proposal (preferably in 3-ring binder) must be submitted in an opaque, sealed envelope or container on or before the due date established for the receipt of proposals. Additionally, ten (10) bound copies and one (1) electronic format (CD or USB format) are to be submitted. The following information should be clearly marked on the face of the envelope or container in which the proposal is submitted: solicitation number, solicitation title, Proposer name, Proposer return address. Proposals received electronically, either through email or facsimile, are not acceptable and will be rejected. 2. LATE BIDS. Phase I Proposals are to be received on or before the due date established herein for the receipt of Bids. Any Bid received after the deadline established for receipt of proposals will be considered late and not be accepted or will be returned to Proposer unopened. The City does not accept responsibility for any delays, natural or otherwise. 3. NON-RESPONSIVENESS. Failure to comply with the following requirements shall result in a determination of non-responsiveness. Non-responsive proposals will not be considered. 1. Failure to submit a signed copy of Appendix A. 2. Failure to comply with the Minimum Eligibility Requirements (See Appendix C, Section 1). 4. OMITTED OR ADDITIONAL INFORMATION. With exception of the Proposal Certification Form (Appendix A-1) and the Cost/Revenue Proposal, if applicable, the City reserves the right to seek any omitted information/documentation or any additional information from Proposer or other source(s), including but not limited to: any firm or principal information, applicable licensure, resumes of relevant individuals, client information, financial information, or any information the City deems necessary to evaluate the capacity of the Proposer to perform in accordance with contract requirements. Failure to submit any omitted or additional information in accordance with the City's request shall result in proposal being deemed non-responsive. 5. PROPOSAL FORMAT. In order to maintain comparability, facilitate the review process and assist the Evaluation Committee in review of proposals, it is strongly recommended that proposals be organized and tabbed in accordance with the tabs, and sections as specified below. Hard copy submittal should be tabbed as enumerated below and contain a table of contents with page references. Electronic copies should also be tabbed and contain a table of contents with page references. TAB;1 Cover Letter & Minimum Qualifications Re • uirements 1.1 Table of Contents. The table of contents should indicate the tabs, sections with tabs and page numbers to facilitate the evaluation committee's review. 1.2 Proposal Certification Form (Appendix A-1). Failure to submit the Proposal Certification Form with the Proposal shall result in Proposal being deemed non-responsive. 1.3 Questionnaire & Requirements Affidavit (Appendix A-2). 9 RFP 2019-201-JC SECTION 0300 PROPOSAL SUBMITTAL INSTRUCTIONS AND FORMAT 1. SEALED RESPONSES. One original Proposal (preferably in 3-ring binder) must be submitted in an opaque, sealed envelope or container on or before the due date established for the receipt of proposals. Additionally, ten (1 O) bound copies and one (1) electronic format (CD or USB format) are to be submitted. The following information should be clearly marked on the face of the envelope or container in which the proposal is submitted: solicitation number, solicitation title, Proposer name, Proposer return address. Proposals received electronically, either through email or facsimile, are not acceptable and will be rejected. 2. LA TE BIDS. Phase I Proposals are to be received on or before the due date established herein for the receipt of Bids. Any Bid received after the deadline established for receipt of proposals will be considered late and not be accepted or will be returned to Proposer unopened. The City does not accept responsibility for any delays, natural or otherwise. 3. NON-RESPONSIVENESS. Failure to comply with the following requirements shall result in a determination of non-responsiveness. Non-responsive proposals will not be considered. 1. Failure to submit a signed copy of Appendix A. 2. Failure to comply with the Minimum Eligibility Requirements (See Appendix C, Section 1). 4. OMITTED OR ADDITIONAL INFORMATION. With exception of the Proposal Certification Form (Appendix A-1) and the Cost/Revenue Proposal, if applicable, the City reserves the right to seek any omitted information/documentation or any additional information from Proposer or other source(s), including but not limited to: any firm or principal information, applicable licensure, resumes of relevant individuals, client information, financial information, or any information the City deems necessary to evaluate the capacity of the Proposer to perform in accordance with contract requirements. Failure to submit any omitted or additional information in accordance with the City's request shall result in proposal being deemed non-responsive. 5. PROPOSAL FORMAT. In order to maintain comparability, facilitate the review process and assist the Evaluation Committee in review of proposals, it is strongly recommended that proposais be organized and tabbed in accordance with the tabs, and sections as specified below. Hard copy submittal should be tabbed as enumerated below and contain a table of contents with page references. Electronic copies should also be tabbed and contain a table of contents with page references. TAB1 Cover Letter & Minimum Qualifications Re uirements 1.1 Table of Contents. The table of contents should indicate the tabs, sections with tabs and page numbers to facilitate the evaluation committee's review. 1.2 Proposal Certification Form (Appendix A-1). Failure to submit the Proposal Certification Form with the Proposal shall result in Proposal being deemed non-responsive. 1.3 Questionnaire & Re uirements Affidavit A endix A-2. ail . "ici. taie 9 REP 2019-201C TAB 2 Experience & Qualifications 2.1 Organizational Chart: An organizational chart depicting the structure and lines of authority and communication for all firms, principals and personnel involved in the project. Include information that describes the intended structure regarding project management, accountability and compliance with the terms of the RFP. 2.2 Relevant Experience of Prime Proposer: Summarize projects where the Proposer and/or its principals have provided services similar to those described herein. For each project provide the following: a. project name and scope of services provided; b. name of individuals that worked on the referenced project that have been included in Section 2.1 above. c. client; d. client project manager and contact information; e. costs of the services provided; and f. term of the engagement. 2.3 Relevant Experience of Sub-consultant(s)/Sub-contractor(s): Summarize projects where the Sub- consultant(s)/Sub-contractor(s) and/or its principals have provided services similar to those described herein. For each project provide the following: g. project name and scope of services provided; h. name of individuals that worked on the referenced project that have been included in Section 2.1 above. i. client; j. client project manager and contact information; k. costs of the services provided; and I. term of the engagement. TAB 3 Scope of Services Submit detailed information on the areas of scope identified in Appendix E, with a focus on the following: a. Work Order Management b. Fixed Asset Management c. Inventory Management d. Maintenance Management e. Program Management 1. Reporting g. Facilities & Space Management h. Vendor Management i. Project Management & Tracking j. Labeling k. Ticket Management I. Asset & Equipment Life Cycle Management RFP 2019-201-IC 10 TA B 2 erience & Qualifications 2.1 Organizational Chart: An organizational chart depicting the structure and lines of authority and communication for all firms, principals and personnel involved in the project. Include information that describes the intended structure regarding project management, accountability and compliance with the terms of the RFP. 2.2 Relevant Experience of Prime Proposer: Summarize projects where the Proposer and/or its principals have provided services similar to those described herein. For each project provide the following: a. project name and scope of services provided; b. name of individuals that worked on the referenced project that have been included in Section 2.1 above. c. client; d. client project manager and contact information; e. costs of the services provided; and f. term of the engagement. 2.3 Relevant Experience of Sub-consultant(s)/Sub-contractor(s): Summ arize projects where the Sub- consultant(s)/Sub-contractor(s) and/or its principals have provided services similar to those described herein. For each project provide the following: g. project name and scope of services provided; h. name of individuals that worked on the referenced project that have been included in Section 2.1 above. i. client; j. client project manager and contact information; k. costs of the services provided; and I. term of the en a ement. T A B 3 6 e of Services Submit detailed information on the areas of scope identified in Appendix E, with a focus on the following: a. Work Order Management b. Fixed Asset Management c. Inventory Management d. Mainte.nance Management e. Program Management f. Reporting g. Facilities & Space Management h. Vendor Management i. Project Management & Tracking j. Labeling k. Ticket Management I. Asset & Equipm ent Life Cycle Management RFP 2019-201-JC 1o0 TAB 4 Approach and Methodology Submit detailed information on the approach and methodology that the Proposer and its team has used in past in engagements in providing the services described herein with a focus on the following, at a minimum: a. Technical requirements; b. System features, including: WOM, Fixed Asset Management, PO/Req Management, Maintenance Management, Reporting, Facilities and Space Management, Vendor Management, Labeling, and Deployment, among other features required by the RFP; c. System implementation approach, and integration with City's ERP system, including transfer of City's information from current system; d. Cloud based features, including mobile access; e. Project timeline; f. Communication plan with City staff; g. Testing of system and troubleshooting; h. Training and technical support; i. Quality assurance procedures; j. Maintenance & Ongoing support. TAB 5 Cost Proposal (SUBMIT IN A SEPARATE ENVELOPE) Submit a completed Cost Proposal Form (Appendix E). Quantitative factors shall not be considered by the Evaluation Committee. Quantitative factors will be considered by the City Manager in preparing his recommendation to the City Commission. In considering quantitative factors, the City Manager may also consider any feedback or information provided by staff, consultants or any other third-party in developing an award recommendation in accordance with Sub-section 4 below. RFP 2019-201-JC MIAM!BEACH TAB4 , proach and Methodolo Submit detailed information on the approach and methodology that the Proposer and its team has used in past in engagements in providing the services described herein with a focus on the following, at a minimum: a. Technical requirements; b. System features, including: WOM, Fixed Asset Management, PO/Req Management, Maintenance Management, Reporting, Facilities and Space Management, Vendor Management, Labeling, and Deployment, among other features required by the RFP; c. System implementation approach, and integration with City's ERP system, including transfer of City's information from current system; d. Cloud based features, including mobile access; e. Project timeline; f. Communication plan with City staff; g. Testing of system and troubleshooting; h. Training and technical support; i. Quality assurance procedures; Maintenance & On oin su ort. TAB 5 Cost Pro osai SUBMIT IN A SEPARA TE ENVELOPE Submit a completed Cost Proposal Form (Appendix E). Quantitative factors shall not be considered by the Evaluation Committee. Quantitative factors will be considered by the City Manager in preparing his recommendation to the City Commission. In considering quantitative factors, the City Manager may also consider any feedback or information provided by staff, consultants or any other third-party in developing an award recommendation in accordance with Sub-section 4 below. RF 2019-2014C 11 4. BE" SECTION 0400 PROPOSAL EVALUATION 1. Evaluation Committee. An Evaluation Committee, appointed by the City Manager, may meet to evaluate each Proposal in accordance with the qualitative criteria set forth below. City staff will assign points for the quantitative criteria. It is important to note that the Evaluation Committee is advisory only and does not make an award recommendation to the City Manager or the City Commission. The results of Step 1 & Step 2 Evaluations will be forwarded to the City Manager who will utilize the results to make a recommendation to the City Commission. a. In the event that only one responsive proposal is received, the City Manager, after determination that the sole responsive proposal materially meets the requirements of the RFP, may, without an evaluation committee, recommend to the City Commission that the Administration enter into negotiations. b. The City, in its discretion, may utilize technical or other advisers to assist the evaluation committee in the evaluation of proposals. 2. Qualitative Criteria. Responsive proposals shall be evaluated in accordance with the following criteria. Qualitative Criteria Maximum Points Experience and Qualifications 40 Scope of Services 45 Approach and Methodology 15 TOTAL AVAILABLE POINTS 100 3.Quantitative Criteria. Following the results of the evaluation of the qualitative criteria by the Evaluation Committee, the Proposers may receive additional, to be added by City staff, as follows. Step 2 -Quantitative Criteria • NfaximiiinPoints". Veterans Preference 5 TOTAL AVAILABLE STEP 2 POINTS , S Determination of Final Ranking. The sum of qualitative and quantitative scores will be converted to rankings in accordance with the example below: Proposer'A Proposer B .. Proposer C Committee Member 1 Step 1 Points 82 76 80 Step 2 Points 22 15 12 Total 104 91 92 Rank 1 3 2 Committee Member 2 Step 1 Points 79 85 72 Step 2 Points 22 15 12 Total 101 100 84 Rank 1 2 3 Committee Member 2 Step 1 Points 80 74 66 Step 2 Points 22 15 12 Total 102 89 78 Rank 1 2 3 LOW Ag4ii6'ate • Final SCOie . . , Ranking*•..:,_•.1'42 - . . ,. 2; -, 7 • '1,'. • • a Remainder of Page Intentionally Left Blank RFP 2019-201-JC 12 SECTION 0400 MIAM/BEACH PROPOSAL EVALUATION 1. Evaluation Com m ittee. An Evaluation C om m ittee, appointed by the City Manager, may meet to evaluate each Pro posal in accordance w ith the qualitative criteria set fo rth below . City staff will assign points for the quantitative criteria. It is im portant to note that the Evaluation Com m ittee is advisory only and does not m ake an award recom m e ndation to the C ity M anager or the C ity Com m ission. The results of Ste p 1& Step 2 Evaluations will be fo rw arded to the C ity M anager w ho w ill utilize the results to m ake a recom m endation to the City Comm ission. a. In the event that only one responsive proposal is received, the City Manager, after determ ination that the sole responsive pro posal m aterially meets the requirem ents of the RFP, m ay, without an evaluation com m ittee, recom m end to the C ity C om m ission th at the Adm inistration enter into negotiations. b. The C ity , in its discretion, may utilize technical or other advisers to assist the evaluation com mittee in the evaluation of pro posals. 2. Qualitative Criteria. R esponsive pro posals shall be evaluated in accordance with the fo llowing criteria. Qualitative Criteria Maximum Points. Experience and Q ualifications 40 S cope of Serv ices 45 Appro ach and M ethodology 15 . TOTAL AVAILABLE POINT S 100.' 3.Quantitative Criteria. Follow ing the results of the evaluation of the qualitative criteria by the Evaluation C o m m ittee, the Pro posers m ay receive additional, to be added by City staff, as fo llows. 4. Step 2-Quantitative Criteria" e Maximum Points Veterans Preference 5 · TOTAL AVAILABLE STEP 2 POINTS 5 Determ ination of Final Ranking. The sum of qualitative and quantitative scores will be converted to rankings in accordance w ith the exam ple below : Rank • Ste 1 Points Ste 2 Points Total Rank Ste 1 Points Committee Member 2 Ste 2 Points Total Rank 4 Low Aggregate Score ¿ , " 3 7 " 8 rd Final R anking ' . «Sh,as; , 1 es 2 i 3 R em ainder of Page Intentionally Left Blank RF 2019-2014C 12 APPENDIX A MAMIBEACH Proposal Certification, Questionnaire & Requirements Affidavit RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFP 2019-201-JC 13 A P P EN DI X A MIAMIBEACH P ro posal Certification, Q uestio nnaire & R e q uirem e n ts A ffid a vit RFP 2019-201-JC Computerized Maintenance Management System PRO C U R EM ENT DEPA RTM ENT 17 5 5 M er id ian A v en u e , 3 Gd Fl o or M ia m i B e a c h , Flor id a 3 3 13 9 RFP 2019-2014C 13 "BEACH APPENDIX Al - PROPOSAL CERTIFICATION FORM This document is a REQUIRED FORM that must be submitted fully completed and executed. FAILURE TO SUBMIT THE PROPOSAL CERTIFICATION FORM WITH ITS PROPOSAL SHALL RESULT IN THE PROPOSAL BEING DEEMED NON-RESPONSIVE. Solicitation No: 2019-201-JC Solicitation Title: Computerized Maintenance Management System Procurement Contact: Jason Crouch Tel: 305-673-7000 Email: JasonCrouch@MiamiBeachFL.Gov PROPOSER'S NAME: NO. OF YEARS IN BUSINESS: NO. OF YEARS IN BUSINESS LOCALLY: NO. OF EMPLOYEES: OTHER NAME(S) PROPOSER 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.: Except as stipulated in General Condition 36, Proposer agrees: to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all specifications, attachments, exhibits and appendices and the contents of any Addenda released hereto; to be bound, at a minimum, to any and all specifications, terms and conditions contained herein or Addenda; that the Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; that proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; that all responses, data and information contained in the proposal are true and accurate. Name of Proposer's Authorized Representative: Title of Proposer 's Authorized Representative: Signature of Proposer's Authorized Representative: Date: RFP 2019-201-JC 14 MIAM /BE A CH A PPEN D IX A 1 • PR OPO SA L CER TIFICA TIO N FO RM T his docum ent is a R EQ U IR ED FO R M that m ust be subm itted fully com pleted and executed. FA ILU R E T O SU B M IT TH E PR O PO SA L C ER TIFIC A TIO N FO RM W ITH IT S PROPO SAL SHALL RESULT IN THE PROP O SAL B EI N G D EEMED NON -R ESP ON SI VE . Solicitation No: Solicitation Title: 2019-201-JC Computerized Maintenance Management System Procurement Contact: Tel: I Email: Jason Crouch 305-673-7000 JasonCrouch@MiamiBeachFL.Gov PROPOSER'S NAME: NO. OF YEARS IN BUSINESS: I NO. OF YEARS IN BUSINESS LOCALLY: I NO. OF EMPLOYEES: OTHER NAME(S) PROPOSER HAS OPERA TED UNDER IN THE LAST 10 YEARS: FIRM PRIMARY ADDRESS (HEADQUARTERS): CITY: STATE: I ZIPCODE: TELEPH ON E NO.: TOLL FREE NO.: FAX NO.: FIRM LOCAL ADDRESS: CITY: STATE: I ZIPCODE: ':, PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: ACCOUNT REP TELEPH ON E NO: ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL: FEDERAL TAX IDENTIFICATION NO.: Except as stipulated in General Condition 36, Proposer agrees: to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all specifications, attachments, exhibits and appendices and the contents of any Addenda released hereto; to be bound, at a minimum, to any and all specifications, terms and conditions contained herein or Addenda; that the Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; that proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; that all responses, data and information contained in the proposal are true and accurate. Name of Proposer's Authorized Representative: Title of Proposer's Authorized Representative: Signature of Proposer's Authorized Representative: Date: RFP 2019-201-4C 14 Name of Proposer 's Authorized Representative: Title of Proposer's Authorized Representative: Signature of Proposer's Authorized Representative: Date: BEACH APPENDIX A2 - QUESTIONNAIRE AND REQUIREMENTS AFFIDAVIT FORM The purpose of this Proposal Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposers of certain solicitation and contractual requirements, and to collect necessary information from Proposers in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. Attach any requested information. 1. Veteran Owned Business. Is Pro oser claiming a veteran owned business status? YES NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government, as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates 3. References & Past Performance. Proposer shall attach at least three (3) references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name & Title, 3) Address, 4) Telephone, 5) Contact's Email and 6) Narrative on Scope of Services Provided. 4. Suspension, Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal violation, or had a contract cancelled due to non-performance r lay7 public sector agency? YES NO SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their Proposals, in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has 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. 6. Code of Business Ethics. 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") and submit that Code to the Procurement Department with its proposal/response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall attach its Code of Business Ethics. In lieu of submitting Code of Business Ethics, RFP 2019-201-JC 15 MI AM/BE A CH AP PEND IX A 2- Q U ESTIO N N A IR E A ND REQ UIREM ENTS AFFIDAVIT FO RM The purpose of this Proposal Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposers of certain solicitation and contractual requirements, and to collect necessary information from Proposers in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. Attach any requested information. Name of Proposer 's Authorized Representative: Title of Proposer's Authorized Representative: Signature of Proposer's Authorized Representative: Date: 1. Veteran Owned Business¡ Is Pro1oser claiming a veteran owned business status? ves [J o SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government, as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates 3. References & Past Performance. Proposer shall attach at least three (3) references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name & Title, 3) Address, 4) Telephone, 5) Contact's Email and 6) Narrative on Scope of Services Provided. 4. Suspension, Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal violation, or had a contract cancelled due to non-performance by any public sector agency? v es [ Jo SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their Proposals, in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has 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. 6. Code of Business Ethics. 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") and submit that Code to the Procurement Department with its proposal/response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall attach its Code of Business Ethics. In lieu of submitting Code of Business Ethics, REP 2019-201-C 15 baaefi te, •". •.• ! e• •:. • e: •:. e •e e •e !. • •• t: •e. C h.1 1-4 — Proposer may submit a statement indicating that it will adopt, as required in the ordinance, the City of Miami Beach Code of Ethics, available at httoliminvsniairtibeachil.qm catv-hallircrocurementiorocurement-r9lated-ordinance-and-procedures/ benefits, benefits. compliance portal, LCP Tracker (LCPTracker.net). e: e eet . e •e :e. :••:• : e -e preposal-disquatifloation,. YES 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited contracts valued at over $100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, 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 Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractors 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 employees? 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 Firm Provides for Employees with Spouses Firm Provides for Employees with Domestic Partners Firm does not Provide Benefit Health Sick Leave Family Medical Leave Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To RFP 2019-201-JC 16 NO 7 . MIAM/BEACH Proposer may submit a statement indicating that it will adopt, as required in the ordinance, the City of Miami Beach Code of Ethics, available at http/'wry_riamgibeachnlggy'city-halt'grgcurement'orgcurgment-related-ordinance-and-grocedures/ Living age. Pursuant to Section 2-408 of the City of Miami Beach Code, as sam e may be amended from time to time, covered employees shall be paid the required living wage rates listed below 1, Effective January 1, 2018, covered employees must be paid a living wage rate of no less than $11.62 per hour with health care benefits of at least $2.26 per hour, or a living wage rate of no less than $13.88 per hour without health care benefits. 2. Effective January 1, 2019, covered employees must be paid a living wage rate of no less than $11.70 per hour with health care benefits of at least $2.74 per hour, or a living wage rate of no less than $14.44 per hour without health care benefits, 3, Effective January 1, 2020, covered employees must be paid a living wage rate of no loss than $11,78 per hour with health care benefits of at least $3.22 per hour, or a living wage rate of no less than$ 15.00 per hour without health care benefits. The living wage rate and health car e benefits rate may, by Resolution of the City Commission be indexed annually for inflation using the Consumer Price Index for all Urban Consumers (CPI-U) Miami/Ft. Lauderdale, issued by the U.S. Department of Labor's Bureau of Labor Statistics. -Notwithstanding the preceding, no annual index shall exceed three percent (3%). -The City may also, by resolution, elect not to index the living wage rate in any particular year, if it determines it would not be fiscally sound to implement same (in a particular year) Proposers' failure to comply with this provision shall be deemed a material breach under this proposal, under which the City may, at its sole option, immediately deem said Proposer as non-responsive, and may further subject Proposer to additional penalties and fines, as provided in the City's Living 'a ge Ordinance, as amended. Further information on the Living age requirement is available at- http:yw yy -miamibeacf l gov'city-'all'gr3currertsrgcgrmnt-related- ordinance-and-grocedurgs! Any- payroll request made- by the City during the-contract term--shall be-completed- electronically via the City's electronic compliance portal, LCP Tracker (LCP Tracker.net). SUBMITTAL REQUIREMENT; Indicate below that Proposer agrees to the living wage requirement. Failure to agree shall result in ti »a me!e 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited contracts valued at over $100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, 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 Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractor'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? t ls J o 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 employees? t vs L Io 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 Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health Sick Leave Family Medical Leave Bereavement Leave If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To RF 2019201C 16 AM BEACH comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached) with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at httoilmuw.miamibeachfl.cov`city-hall/orocurement/procurement-related-ordinance-and- proceduras, 9. Public Entity Crimes. Section 287.133(2)(a), Florida Statutes, as currently enacted or as amended from time to time, states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit proposals, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: Proposer agrees to the requirements of Section 287.133, Florida Statutes, and certifies it has not been placed on convicted vendor list. Failure to agree shall result in proposal disqualification. YES NO 10. Non-Discrimination. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business 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. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. Failure to agree shall result in proposal dis ualification. YES I NO 11. 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 official City travel to the states of North Carolina and Mississippi, as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. Failure to agree shall result in proposal disqualification. YES NO 12. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code, the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices, and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: Proposer certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Proposer 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 a ree shall result in proposal disqualification. YES I I NO Remainder of Page Intentionally Left Blank RFP 2019-201-IC 17 MI AM [BE A CH comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached) with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at h!to:!/www.miamibeachfl.gov/city-hall/orocurement'procurement-related-ordinance-and- procedures/ 9. Public Entity Crimes. Section 287.133(2)(a), Florida Statutes, as currently enacted or as amended from time to time, states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit proposals, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUB MITT AL REQUIREMENT: Proposer agrees to the requirements of Section 287.133, Florida Statutes, and certifies it has not been placed on convicted vendor list. Failure to agree shall result in proposal disqualification. I s I Io 10. Non-Discrimination. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business 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. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. Failure to agree shall result in proposal di¡9ualifirion. ]vs o 11. 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 official City travel to the states of North Carolina and Mississippi, as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. Failure to agree shall result in proposal disqualification. · Js I Jo 12. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code, the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices, and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: Proposer certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Proposer 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. Failule to are shall result in proposal disqualification. YES L_J NO R em ainder of Page Intentionally Left B lank RFP 2019-20C 17 13. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation. This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confirm Receipt Initial to Confirm Receipt Initial to Confirm Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 Remainder of Page Intentionally Left Blank REP 2019-201-IC -SEINIIII I 18 13 . Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation. This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receipt Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 R em ainder of Page Intentionally Left Blank RF 2019-201C 18 APPENDIX B MIAMIBE Ct "No Bid" Form RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 Note: Tfisimporfarit for those vendors who 'have received notification of this solicitation but hove decided not to respond, to coMplete and submit the attached "Statement of No Bid." The "Statement of No Bid" provides the City with information on how to improve the solicitation process. Failure to submit a "Stcilement of No Bid" may result in not being notified ,of future Solicitations by, the City. RFP 2019-201-IC 19 A P P E N D IX B MIAM I BEACH "No Bid" Form RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3d Floor Miami Beach, Florida 33139 REP 2019-201-JC 19 Statement of No Bid WE HAVE ELECTED NOT TO SUBMIT A PROPOSAL AT THIS TIME FOR REASON(S) CHECKED AND/OR INDICATED BELOW: Workload does not allow us to proposal Insufficient time to respond Specifications unclear or too restrictive Unable to meet specifications _Unable to meet service requirements Unable to meet insurance requirements _Do not offer this product/service OTHER. (Please specify) We do do not want to be retained on your mailing list for future proposals of this type product and/or service. Signature: Title: Legal Company Name: Note: Failure to respond, either by submitting a proposal or this completed form, may result in your company being removed from our vendors list. PLEASE RETURN TO: CITY OF MIAMI BEACH PROCUREMENT DEPARTMENT ATTN: Jason Crouch RFP #2019-201-JC 1755 Meridian Avenue, 3rd Floor MIAMI BEACH, FL 33139 RFP 2019-201-JC S t a t e m e n t o f N o B id WE HAVE ELECTED NOT TO SUBMIT A PROPOSAL AT THIS TIME FOR REASON(S) CHECKED AND/OR INDICATED BELOW: _ W or klo ad do es not allo w us to pro posa l _In suff icie nt tim e to respo nd Sp e cifi cat ion s unclear or too restrictive U nab l e to m e et specificatio ns U nab l e to m e et serv ice requirem ents Unable to m e et insurance requirem e nts D o not offer this pro duct/serv ice _O T H E R. (P le ase specify ) W e do _ do no t_ w an t to be retained on your m aili ng list fo r future proposals of this type pro d uct and/or serv ice. Sig na ture: _ T itle : _ Legal Company Name: _ N o te: F a ilure to respond, eithe r by subm itting a proposal QI this com pleted fo rm , m a y result in yo ur com pany be ing rem oved fro m our vendors list. PLEASE RETURN TO: C IT Y O F MIAMI B EA C H PR O C U R E M E N T D E PA R T M E N T A TT N : Jason Crouch RFP #2019-201-JC 1755 Meridian Avenue, 3" Floor MIAMI BEACH, FL 33139 RFP 2019-201C 20 APPENDIX C MIAMI BEACH Scope of Services & Special Conditions RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFP 2019-201-JC 21 A P P E N D IX C MIAM/BEA CH Scope of Services & Special Conditions RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3d Floor Miami Beach, Florida 33139 RFP 2019201-C 21 Cl. Background. The City of Miami Beach is seeking proposals from qualified firms/providers for a Computerized Maintenance Management System (CMMS) that will provide the capability to proficiently track, manage, and report the status of equipment maintenance while providing real time views of ongoing work. The vendor shall have experience in successfully implementing the proposed solution at similar public agencies with similar requirements. The successful vendor shall negotiate and enter into a contract with the City of Miami Beach and be responsible for the final approved design, installation, and implementation of the Computerized Maintenance Management System (CMMS) including development of user acceptance testing, systems integration, training, and connectivity to existing resources. The City of Miami Beach has outgrown its current work order management system ("Cityworks") due to the inability to accommodate the multi-department growth which the City is experiencing. The Property Management Department is responsible for the operation, maintenance, and repair of over 4 million square feet of municipal buildings, bridges, monuments, ornamental water fountains, swimming pools, beach walk, lifeguard stands, parking lots and parking garages. The Department provides contract management for all service contracts relating to facility maintenance and building services. The Department provides design and construction services for a myriad of building and upgrade projects budgeted through the City's Capital Renewal and Replacement Program, which may include renovation and remodeling of work and public spaces, mechanical, electrical and plumbing upgrades. Property Management is also responsible for space planning, relocation and renovation of City departments. We provide roof surveys, asbestos surveys, and the development of specifications, including cost estimates, and contracts necessary for the repair or replacement of all operational equipment, roofs and building systems. Graffiti control throughout the City is also managed by the Department. To accomplish this, the Department implemented Facility Zone Managers, each assigned to one of six geographic sectors that collectively comprise the entire city. The Facility Zone Managers oversee the daily operations of facilities within their assigned zone to maximize safe, efficient and cost-effective operations. Year-round 24/7, they serve as a single point of contact for all city assets in their area. Through collaboration with customers and department personnel, our Facility Zone Managers plan and organize all construction, preventive or routine maintenance, emergency and scheduled repairs. These include building, mechanical and minor capital remodeling projects. C2. Scope of Services. The City of Miami Beach is a forward thinking and expansive organization. In an effort to accommodate the City's development and customer service requirements, it intends to procure a new computerized maintenance management system (CMMS) software application. The new system is expected to have current functionality that will meet the needs of various departments. In addition, if the functionality is not standard, the CMMS system should be configurable to provide a fully cohesive scalable system that interfaces with the City's ERP system. The City of Miami Beach will require that the system be cloud based, accessible through various internet browsers, and mobile devices. In addition, the system should provide the following key requirements: Work Order Management a). Work Order Allocation (scheduling and allocating jobs) b). Work Order Tracking (track each work order by due date, resource, priority) c). Work Order Priority (create priority of the work request) d). Work Order Automation (monitor and automate work orders) e). Work Order User Portal (access to the user for submitting work requests and notification of a status change) 111111111111111? RFP 2019-201-JC 22 C1. Backgr o und . The City of Miami Beach is seeking proposals from qualified firms/providers for a Computerized Maintenance Management System (CMMS) that will provide the capability to proficiently track, manage, and report the status of equipment maintenance while providing real time views of ongoing work. The vendor shall have experience in successfully implementing the proposed solution at similar public agencies with similar requirements. The successful vendor shall negotiate and enter into a contract with the City of Miami Beach and be responsible for the final approved design, installation, and implementation of the Computerized Maintenance Management System (CMMS) including development of user acceptance testing, systems integration, training, and connectivity to existing resources. The City of Miami Beach has outgrown its current work order management system ("Cityw orks") due to the inability to accommodate the multi-department growth which the City is experiencing. The Property Management Department is responsible for the operation, maintenance, and repair of over 4 mill ion square feet of municipal buildings, bridges, monuments, ornamental water fountains, swimming pools, beach walk, lifeguard stands, parking lots and parking garages. The Department provides contract management for all service contracts relating to facility maintenance and building services. The Department provides design and construction services for a myriad of building and upgrade projects budgeted through the City's Capital Renewal and Replacement Program, which may include renovation and remodeling of work and public spaces, mechanical, electrical and plumbing upgrades. Property Management is also responsible for space planning, relocation and renovation of City departments. We provide roof surveys, asbestos surveys, and the development of specifications, including cost estimates, and contracts necessary for the repair or replacement of all operational equipment, roofs and building systems. Graffiti control throughout the City is also managed by the Department. To accomplish this, the Department implemented Facility Zone Managers, each assigned to one of six geographic sectors that collectively comprise the entire city. The Facility Zone Managers oversee the daily operations of facilities within their assigned zone to maximize safe, efficient and cost-effective operations. Year-round 24/7, they serve as a single point of contact for all city assets in their area. Through collaboration with customers and department personnel, our Facility Zone Managers plan and organize all construction, preventive or routine maintenance, emergency and scheduled repairs. These include building, mechanical and minor capital remodeling projects. C2. Scope of Services. The City of Miami Beach is a forward thinking and expansive organization. In an effort to accommodate the City's development and customer service requirements, it intends to procure a new computerized maintenance management system (CMMS) software application. The new system is expected to have current functionality that will meet the needs of various departments. In addition, if the functionality is not standard, the CMMS system should be configurable to provide a fully cohesive scalable system that interfaces with the City's ERP system. The City of Miami Beach will require that the system be cloud based, accessible through various internet browsers, and mobile devices. In addition, the system should provide the following key requirements: Work Order Management a). Work Order Allocation (scheduling and allocating jobs) b). Work Order Tracking (track each work order by due date, resource, priority) c).Work Order Priority (create priority of the work request) d). Work Order Automation (monitor and automate work orders) e). Work Order User Portal (access to the user for submitting work requests and notification of a status change) RFP 2019-201-JC 22 f). Task Maintenance Library (enables user to create tasks, templates, and a library of tasks) e). Automatic Email/Push Notification (send real-time automatic emails on status updates) g). Labor Resource Allocation (automation of work approval process for assignment of technicians) h). Inspection Sheet (manage inspections and automatically generate work orders) i). Scheduling (provide built-in calendar tool) j). Mobile Field Access (provide mobile access for maintenance managers to view and access work orders) Fixed Asset Management a). Depreciation Methods (help user calculate depreciation methods) b). Mean Time Between Failures (monitor assets of used capacity versus asset life) c). Asset Transactions (help real-time monitoring and reporting related to maintenance, location for any fixed asset d). Cost Allocation (helps allocate cost to any asset by part, category, etc. for financial reporting Inventory Management a). Inventory Tracking (allow users to track costs from sourcing to installation), b). Stockroom Management (helps users manage stock rooms by assets and usage) c). Cycle Counting (allow users to cycle count by components, facilities, and assets) d). Lot Control and Serialization (allows users to assign serial numbers by asset, location, and by part) e). Multi-Site Inventory Management (allow users to search for parts across multiple sites) f). Inventory Transfers (allows users to transfer inventory between sites) g). Automated Reorder Management/Spare Parts and Inventory Management (allows users to reorder spare parts automatically) h). Stock Out Reports/Automatic Notifications & Alerts (alerts users in case of low inventory) Maintenance Management a). Preventive Maintenance (provides predefined tasks, procedures, schedules) b). Predictive Maintenance (allows users to track asset life and usage through trend analysis and condition-based monitoring) c). Task Templates (should allow users the ability to add templates for workflow, procedures, and processes) d). Maintenance Scheduling (allow users the ability to create maintenance schedules) e). Regulatory Compliance Scheduling (allow users to gather information on assets for complying with regulatory compliance standards) f). Fault Management (allows users to create alerts for faults occurring on assets including in-field equipment and reporting) Program Management a). Document Management (The solution should provide a centralized repository of information related to an organization's' maintenance operations, procedures with asset tagging, serialization, etc. and attach critical asset information such as warranties, price, contracts, safety guidelines, etc. to a word or excel document to enable easy access and sharing of such documents internally. b). Labor Resource Directory (allow users to create a centralized labor resource directory that stores information related to their skill sets, profile, work order history, etc. for optimized resource allocation and forecasting) c). Budget Management (helps managing and forecasting budget for an asset by allowing users to track asset usage and depreciation) d). Timecard and Calendar Management Reporting a). Work Order Summary (work order summary report) RFP 2019-201-JC 23 ). T ask M aintenance Li bra ry (enables user to create tasks, tem plates, and a library of tasks) e). Autom a tic Em ail/Push N otification (send real-tim e autom atic em ails on status updates) g). Lab or R esource A llocation (autom ation of w ork appro val process fo r assignm ent of technici ans) h). Insp ect ion S heet (m anage inspections and autom atically generate w ork orders) i). S ch edul ing (pro vide built-in calendar tool) j). M ob ile F ield A ccess (pro vide m obile access fo r m aintenance m anagers to view and access w ork orders) F ix ed A sset M anagem ent a). D ep re ci ation M ethods (help user calculate depreciation m ethods) b). M ean T im e B etw een Failures (m o nitor assets of used capacity versus asset life) c). A sset Transactions (help real-tim e m onitoring and report ing related to m aintenance, location fo r any fixed asset d). C ost Allocation (helps allocate cost to any asset by part , category , etc. fo r financial reporting In vento ry M anagem ent a). Inventory T racking (allow users to track costs from sourcing to instal la tion ) b).S tockro om M anagem ent (helps users m anage stock ro om s by assets and usage) c). C ycl e C o unting (allow users to cycle count by com ponents, fa cilities, and assets) d). Lot C ontrol and Serializatio n (allow s users to assign serial num bers by asset, location, and by part) e). M ul ti-Si te Inventory M anagem ent (allow users to search for parts acro ss m ultiple sites) f). Inv en tor y Transfers (allow s users to transfer inventory betw een sites) g). A utom ated R eorder M anagem ent/Spare Parts and Inventory M anagem ent (allow s users to reorder spare parts autom atically) h). Stock O ut R eports/A utom atic N otification s & Al erts (alert s users in case of low inventory ) M ain tenan ce M an ag em ent a). P reventive M aintenance (provides predefined tasks, pro cedures, schedules) b). Predictive M aintenance (allow s users to track asset life and usage thro ugh trend analysis and condition-based m o nitoring) c). T ask T em plates (should allow users the ability to add tem plates fo r w orkflow , pro cedures, and pro cesses) d). M aintenance S cheduling (allow users the ability to create m aintenance schedules) e). R egulat or y C o m pliance S cheduling (allow users to gather inform ation on assets fo r com plying w ith regulatory com pliance standards) f). Fault M anagem e nt (allow s users to create alert s fo r fa ults occurring on assets incl uding in-field equipm ent and repo rt ing) P rog ram M a nag e m e nt a). D ocum ent M anagem ent (T he solution should pro vide a centralized repository of info rm ation related to an organization's' m aintenance operations, pro cedures w ith asset tagging, serialization, etc. and attach critical asset info rm ation such as w arranties, price, contracts, safety guidelines, etc. to a w ord or excel docum ent to enable easy access and sharing of such docum ents intern ally. b). Lab or R esource D irectory (allow users to create a centralized labor resource directory that stores info rm ation related to the ir skill sets, pro fil e, w ork order history , etc. fo r optim ized resource allocation and fo recasting) c). B udget M anagem ent (helps m anaging and fo recasting budget fo r an asset by allow ing users to track asset usage and depreciation) d). Tim ecard and C alendar M anagem ent R epo rt ing a). W ork O rder S um m ary (w ork order sum m ary report) RP 2019-201C 23 b). Performance Reporting 9allow users to map performance against service level) c). Failure Analysis (provide complete breakdown reports) d). Asset Cost Utilization (provide real-time asset current cost information in real-time) e). KPI Creation (allow users to create KPI for service levels) Facilities & Space Management a). Facility Condition Monitoring b). Space Tracking c). Occupancy Reports Vendor Management a). Vendor tracking (GPS Based check-in) Project Management & Tracking a). Project tracking, planning, and forecasting Labeling a). Barcode/Labeling Generation (the solution helps generating barcodes or labels for inventory components. b). Multiple Data Label Generation (the solution helps creating labels with multiple data on one label, such as location, barcode description, quantity and SKU number. c). Label Output Locations (the solution provides output labels to single, multiple standalone or network printers. d). RFID Tags Ticket Management a). Service Requests b). Maintenance requests c). Job Routing Asset & Equipment Life Cycle Management a). Asset & Equipment Tracking b). Asset Performance Management c). Asset Lifecycle Management & Monitoring Technical Requirements/Integrations a). Mobile Integration (support integration with other mobile platforms and resident EAM or CMMS System) b). Data Import/Export (allow users to import or export data into the software or external systems) c). Accounting (integrate with users accounting and financial systems) Deployment a). Mobile (provide platform for access for 10S, Android, or other devices) b). Hosted Installation (available as a hosted, software as a service offering) File Support a). File Type (HTML, XLS, CST, Rich Media,) b). Wireless Network Requirements (wireless, Bluetooth, and tablet support) c). Platform support (provide support for platforms Oracle, windows, Linus) Maintenance a). Maintenance Contracts RFP 2019-201-JC 24 b). Performance Reporting 9allow users to map perform ance against service level) c). Failure Analysis (provide complete breakdown reports) d).Asset Cost Utilization (provide real-time asset current cost information in real-time) e). KPI Creation (allow users to create KPI for service levels) Facilities & Space Managem ent a). Facility Condition 'Monitoring b). Space Tracking c). Occupancy Reports Vendor Management a). Vendor tracking (GPS Based check-in) Project Management & Tracking a). Project tracking, planning, and forecasting Labeling a). Barcode/Labeling Generation (the solution helps generating barcodes or labels for inventory components. b). Multiple Data Label Generation (the solution helps creating labels with multiple data on one label, such as location, barcode description, quantity and SKU number. c). Label Output Locations (the solution provides output labels to single, multiple standalone or network printers. d). RFID Tags Ticket Management a). Service Requests b). Mainten ance requests c). Job Routing Asset & Equipment Life Cycle Management a). Asset & Equipment Tracking b).Asset Performance Management c). Asset Lifecycle Management & Monitoring Technical Requirements/Integrations a). Mobile Integration (support integration with other mobile platforms and resident EAM or CMMS System) b). Data Import/Export (allow users to import or export data into the softw are or external systems) c). Accounting (integrate with users accounting and financial systems) Deployment a). Mobile (provide platform for access for IOS, Android, or other devices) b). Hosted Installation (available as a hosted, softw are as a service offering) File Support a). File Type (HTML, XLS, CST, Rich Media,) b).Wireless Netw ork Requirements (wireless, Bluetooth, and tablet support) c). Platform support (provide support for platforms Oracle, windows, Linus) Maintenance a). Maintenance Contracts RFP 20192014C 24 b). On-site Maintenance Consulting Services a). Implementation Services b). Training C3. Special Conditions. 1. Term. Any resulting contract shall remain in effect for three (3) years from the effective date contingent upon funding is available as appropriated on an annual basis. Prior to, or upon completion, of that initial term, the City shall have the option to renew this contract for an additional two (2) one (1) year(s) period on a year-to- year basis. Continuation of the contract beyond the initial period, and any option subsequently exercised, is a City prerogative, and not a right of the vendor. This prerogative may be exercised only when such continuation is clearly in the best interest of the City. Remainder of Page Intentionally Left Blank RFP 2019-201-JC 25 b). O n -site M a in te na nc e C onsu ltin g S erv ices a). Implementation Services b). Training C 3 . Spec ial C on d itio ns. 1. Term. Any resulting contract shall remain in effect for three (3) years from the effective date contingent upon funding is available as appropriated on an annual basis. Prior to, or upon completion, of that initial term, the City shall have the option to renew this contract for an additional two (2) one (1) year(s) period on a year-to- year basis. Continuation of the contract beyond the initial period, and any option subsequently exercised, is a City prerogative, and not a right of the vendor. This prerogative may be exercised only when such continuation is clearly in the best interest of the City. R em aind er of Pag e Intentionally Left B lank RFP 2019-2014C 25 APPENDIX D MIAMIBEACH Cost Proposal Form RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFP 2019-201-JC 26 A PPEN D IX D MIAM/BEACH Cost Proposal Form RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3d Foor Miami Beach, Florida 33139 RFP 2019-201C 26 Total Item +Quantity- U I M. • Unit Cosst (ou'ailtitli_ Unit_Coao 1 Software and Licensing ANNUAL 2 Integration, Installation and Testing EA $ $ 3 Maintenance and Support ANNUAL $ $ Training ANNUAL $ $ GRAND TOTAL (ITEMS 1.4)' APPENDIX E COST PROPOSAL FORM Failure to submit, Cost Proposal Form, in its entirety and fully executed by the deadline established for the receipt of proposals will result in proposal bein • deemed non-responsive and bein • reected. Bidder affirms that the prices stated on the cost proposal form below represents the entire cost of the items in full accordance with the requirements of this RFP, inclusive of its terms, conditions, specifications and other requirements stated herein, and that no claim will be made on account of any increase in wage scales, material prices, delivery delays, taxes, insurance, cost indexes or any other unless a cost escalation provision is allowed herein and has been exercised by the City Manager in advance. The Cost Proposal Form shall be completed mechanically or, if manually, in ink. Cost Proposal Form completed in pencil shall be deemed non-responsive. All corrections on the Cost Proposal Form shall be initialed. Request for Proposals (RFP) No. 2019-201-JC Computerized Maintenance Management System , — Bidders- Affirniatiart : . Company: Authorized Representative: Address: Telephone: Email: Authorized Representative's Signature: RFP 2019-201-JC 27 APPENDIX E COST PROPOSAL FORM Failure to submit, Cost Proposal Form, in its entirety and fully executed by the deadline established for the receipt of proposals will result in proposal bein deemed non-responsive and being rejected. Bidder affirms that the prices stated on the cost proposal form below represents the entire cost of the items in full accordance with the requirements of this RFP , inclusive of its terms, conditions, specifications and other requirements stated herein, and that no claim will be made on account of any increase in wage scales, material prices, delivery delays, taxes, insurance, cost indexes or any other unless a cost escalation provision is allowed herein and has been exercised by the City Manager in advance. The Cost Proposal Form shall be completed mechanically or, if manually, in ink. Cost Proposal Form completed in pencil shall be deemed non-responsive. All corrections on the Cost Proposal Form shall be initialed. Request for Proposals (RFP) No. 2019-201-JC Computerized Maintenance Management System '· ,, 5 . . ' Bidder's Affirmation à « Company: Authorized Representative: Address: Telephone: Email: Authorized Representative's Signature: RFP 2019-201-JC 27 APPENDIX F MIAMI BE Insurance Requirements RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFP 2019-201-JC 28 A P P EN DI X F MI AM,B EA CH Insurance Requirements RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3d Floor Miami Beach, Florida 33139 RF 2019-201-JC 28 AA AMI BEACH INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. XXX 1. Workers' Compensation and Employer's Liability per the Statutory limits of the state of Florida. XXX 2. Comprehensive General Liability (occurrence form), limits of liability $ 1,000,000.00 per occurrence for bodily injury property damage to include Premises/ Operations; Products, Completed Operations and Contractual Liability. Contractual Liability and Contractual Indemnity (Hold harmless endorsement exactly as written in "insurance requirements" of specifications). XXX 3. Automobile Liability - $1,000,000 each occurrence - owned/non-owned/hired automobiles included. 4. Excess Liability - $ .00 per occurrence to follow the primary coverages. XXX 5. The City must be named as and additional insured on the liability policies; and it must be stated on the certificate. 6. Other Insurance as indicated: Builders Risk completed value $ .00 Liquor Liability $ .00 Fire Legal Liability $ .00 Protection and Indemnity $ .00 Employee Dishonesty Bond $ .00 Other $ .00 XXX 7. Thirty (30) days written cancellation notice required. XXX 8. Best's guide rating B+:VI or better, latest edition. XXX 9. The certificate must state the proposal number and title The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable Statutes. RFP 2019-201-IC 29 MI AM/BEA CH IN S U RA N C E R EQ U IR EM EN TS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. XXX1. XX X 2. xxx 3. 4. XX X 5 . 6. XXX7. XXX8. xxx 9. Workers' Compensation and Employer's Liability per the Statutory limits of the state of Florida. Comprehensive General Liability (occurrence form), limits of liability $ 1.000,000.00 per occurrence for bodily injury property damage to include Premises/ Operations; Products, Completed Operations and Contractual Liability. C ontractual Li a bility and Contractual Indemnity (Hold harmless endorsement exactly as written in "insurance requirements" of specifications). Automobile Liability - $1,000,000 each occurrence - owned/non-owned/hired automobiles included. Excess Liability -$ .00 per occurrence to follow the primary coverages. The City must be named as and additional insured on the liability policies; and it m ust be stated on the certificate. Other Insurance as indicated: Builders Risk completed value Liquor Liability Fire Legal Liability Pr otection and Indemnity Employee Dishonesty Bond Other $ .00 $ .00 $ .00 $ .00 $ .00 $ .00 Thirty (30) days written cancellation notice required. Best's guide rating B+:VI or better, latest edition. The certificate must state the proposal number and title The C ity of M iam i B each is self-in su red. A ny an d all claim paym ents m ade fr om self-insurance are subject to th e lim its and provisio ns of Florid a S tatute 768.28, the Flo rida C onstitution, and any other applicable S tatu tes. RFP 2019-201-4C 29 ATTACHMENT C CONSULTANTS RESPONSE TO THE (RFP) A TT A C H M EN T C C O N S U L T A N T S R E S P O N S E T O T H E (R FP ) Detail by Entity Naine Page 1 of 2 Floncla Dipartment of State DiVISION OF CORPORATIONS DPizioil of 54.0„Tz.org •••••••••••••.%Wi uffin al L'ose Five:Yet' It'd...did Department of State / Division of Corporations / Search Records / Detail By Document Number / http://se.arth.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype —Entity... 8/28/2019 Detai l by Entity N ame Page lof 2 FIon da_ Department or State D¡/SON O CORPORATIONS D r/SI of C0PRATI Department of State / Division of Corporations / Search Records / Detail By Document Number / ·-i http://search.sunbiz.org/Inquiry/Corp orationS earch/Search ResultD etail?inquiryt yp e =Entity... 8/28/2019 Detail by Entity Name Florida Profit Corporation CORRIGO INCORPORATED Filing Information Document Number 019000063192 FEI/EIN Number NONE Date Filed 08/06/2019 State FL Status ACTIVE Principal Address 8245 SW TUALATIN SHERWOOD ROAD TUALATIN, OR 97062 Mailing Address 8245 SW TUALATIN SHERWOOD ROAD TUALATIN, OR 97062 Registered Agent Name & Address CT CORPORATION SYSTEMS 1200 S. PINE ISLAND ROAD PLANTATION, FL 33324 Officer/Director Detail Name & Address Title P BERNARDEZ, TIMOTHY 4405 CROSSLAND DRIVE CUMMING, GA 30040 Title SVP NEWKIRK, LYLE W 3024 MARGARET MITCHELL COURT ATLANTA, GA 30327 Annual Reports No Annual Reports Filed Document Images 08/06/2019 — Domestic Profit View image in PDF format Detail by Entity Name Page 2 of 2 Oa. C,....Arin•10: de it. Dms,on -7,r,” • - httplisearch.stmbiz.org/Inquiry/CorporationSearci/SearchResultDetairinquirytype-,-Entityl 4 ,; 8/2 8./20 1 9 D e ta il b y E n tit y N a m e P a g e 2 of 2 Detail by Entity Name Florida Profit Corporation CORRIGO INCORPORATED Filing Information Document Number FEI/EIN Number Date Filed State Status Principal Address P1 9000063192 NONE 08/06/2019 FL ACTIVE 8245 SW TUALATIN SHERWOOD ROAD TUALATIN, OR 97062 Mailing Address 8245 SW TUALATIN SHERWOOD ROAD TUALATIN, OR 97062 Registered_Agent Name &_Address CT CORPORATION SYSTEMS 1200 S. PINE ISLAND ROAD PLANTATION, FL 33324 Officer/Director Detail Name & Address Title P BERNARDEZ, TIMOTHY 4405 CROSSLAND DRIVE CUMMING, GA 30040 Title SVP NEWKIRK, LYLE W 3024 MARGARET MITCHELL COURT ATLANTA, GA 30327 Annual Reports No Annual Reports Filed Document Images aoor.o.anse san[ "e"Pf " -vs+ http://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=Entity..a8/28/2019 Business Registry Business Name Search Page 1 of 3 OREGON SECRETARY OF STATE HOME 1111` Corporation Division business information center business name search oregon business guide f referral list business registryfrenewal formsffees notary public uniform commercial code uniform commercialcode search documents & data services Business Name Search New Search Printer Friendly Business Entity Data 08-28-2019 05:49 Registry Nbr Entity Entity y Jurisdiction Registry Date Next Renewal Date Renewal Due? Type Status 286710-97 FBC ACT CALIFORNIA 05-06-2005 05-06-2020 Entity Name CORRIGO INCORPORATED Foreign Name New Search Printer Friendly Associated Names Type PPB PRINCIPAL PLACE OF BUSINESS Addr 1 200 EAST RANDOLPH Addr 2 CSZ CHICAGO IIL 160601 ( ' Countryf UNITED STATES OF AMERICA Please click here for general information about registered agents and service of process. Type AGTREGISTERED AGENT Start Date 02-05- 2016 Resign Date Of Record 158720- CORPORATION SERVICE COMPANY 88 Addr 1 1127 BROADWAY ST STE 310 Addr 2 CSZ SALEM IOR 97301 1 'CountryIUNITED STATES OF AMERICA Type MAL1MAILING ADDRESS I Addr 1 200 EAST RANDOLPH Addr 2 CSZ CHICAGO IIL 160601 1 'Country UNITED STATES OF AMERICA Type PREIPRESIDENT I I Resign Date I Name JOHN 1 PHILLIPS 1 I Addr 1 200 EAST RANDOLPH Addr 2 I I http://egov.sos.state:.or.urtpkg'..web ti:arne :_srph_ing.show;d,ctl?pt::ber,srr---11046698z,p_s... 8/28/2019 0,I4(1,) Business Registry Business Name Search ¡, Page 1 of 3 Business Name Search New Search P rinter F riendlv B usiness Entity D ata 08-28-2019 05:49 Entity Entity Registry Next Renewal Registry Nbr Type Status Jurisdiction Date Renewal Due? Date 286710-97 FBC ACT CALIFORN IA 05-06-2005 05-06-2020 Entity Name CORRI GOINCORP ORA TED Foreign Name New Search P rinter Friendlv A ssociated N am es Type PPB PRINCIPAL PLACE OF BUSIN ESS Addr 1 200 EAST RA NDOLPH Addr 2 csz CHICAGO [IL [60601 I l country/UNITED STATE S OF AMERI CA Please click here for general information about registered agents and service of process. Type AGI RE GISTERE D AGENT Start Date 02-05- Resign Date 2016 O f 158720- CORP ORA TI ON SERVI CE COMP AN Y Record 88 Addr 1 1127 BROADWAY ST STE 310 Addr 2 csz SALEM [OR [97301 I [country]UN ITED STATE S OF AM ERICA Type MAL IM AIL IN G AD DRE SS I I Addr 1 200 EAST RA NDOLPH Addr 2 csz CHICAGO lIL [606o1 I [ country]UN ITED STATE S OF AM ERICA Type PREI PRE SIDEN T I ] Resign Date [ Name JOHN I [PHIL LIP S I I Addr 1 200 EAST RA NDOLPH Addr 2 I I I I I http://egov.sos.state.or.us/br/pkg_web__nam e__srch_inq.show_detl?p,be_rsn=1 104669&p_s... 8/28/2019 ·vs@» Business Registry Business Name Search Page 2 of 3 CSZ (CHICAGO 1IL 160601 I I Cou ntrylUNITED STATES OF AMERICA I Type SEC(SECRETARY I Resign Date Name ALAN I trsE I Addr 1 200 EAST RANDOLPH Addr 2 CSZ CHICAGO IIL 160601 1 I CountrylUNITED STATES OF AMERICA New Search Printer Friendly Name History Business Entity Name Name Name Date End Date Type Status Start CORRIGO INCORPORATED EN CUR 05-06-2005' Please read before ordering Copies. New Search Printer Friendly Summary History Image Available Action Transaction Date Effective Date Status Name/Agent Change Dissolved By 0 AMENDED ANNUAL REPORT 04-29-2019 FI AMENDED ANNUAL REPORT 05-02-2018 FI AMENDED ANNUAL REPORT 04-19-2017 FI AMENDED ANNUAL REPORT 05-04-2016 FI ID AMNDMT TO ANNUAL RPT/INFO STATEMENT 02-05-2016 FI Agent 0 AMENDED ANNUAL REPORT 03-30-2015 FI i 0 AMENDED ANNUAL REPORT 04-01-2014 FI ANNUAL REPORT 05-22-2013 FI CHANGE OF REGISTERED AGENT/ADDRESS 02-28-2013 FI ANNUAL REPORT 05-04-2012 FI ANNUAL REPORT PAYMENT 05-10-2011 SYS ANNUAL REPORT PAYMENT 04-30-2010 SYS 02-02-2010 FI .,;:.8q8,/2419 B usiness R egistry B usiness N am e Search Page 2 of 3 csz [crcAGo lL [6o6o1 [country[UNITED ST A TE S OF A ME R I C A Type SE C[S E C RE T AR Y I I Resign Date [ Nam e A LA N I IT'SE I I Addr 1 200 EA ST RA N D O L PH Addr 2 csz C H IC A G O lIL [6 060 1 I [country]UNITED ST A TE S O F AM ERI C A N ew Search P rinter F riendlv Business Entity Name Name Name Start Date End Date Tvpe Status C O RRI G O IN C O RP O RA T ED EN C U R 05-06-2005 Name History Please read before ordering Copies. N ew Search P rinter Friendlv Sum m ary H istory Im a g e Action [Transaction Effective Status Name/Agent Dissolved By Available Date Date Chanae O A M END E D A NN U A L 04-29-20 19 FI RE PO R T O A M EN D ED AN N U A L 05-02-2018 FI RE PO R T O A M E N D E D A NN U A L 04-19-20 17 FI RE P O R T O A M EN D E D A NN U A L 05-04-20 16 FI RE P O R T A MN D M T T O O IA NN U A L RP T /I N FO 02-05-20 16 FI A gent S T A T E M E N T O A M E N D E D A NN U A L 03-30-2015 FI RE P O R T O A M E N D E D AN N U A L 04-01-2014 FI RE PO R T A NN U A L REP O R T 05-22-20 13 FI C H A N G E O F RE G IST E RE D 02-28-20 13 FI A G EN T / A D D RE SS A NN U A L RE PO R T 05-04-20 12 FI ., A NN U A L RE PO R T PA Y M E N T 05-10 -2011 SY S A NN U A L RE PO R T 04-30-20 10 SY S P A Y M E N T ,. 02-02-2010 FI . 9 Business Registry Business Name Search Page 3 of 3 CHANGE OF REGISTERED AGENT/ADDRESS AMNDMT TO ANNUAL RPT/INFO STATEMENT 04-06-2009 FI ANNUAL REPORT PAYMENT 03-30-2009 03-27- 2009 SYS ANNUAL REPORT PAYMENT 05-02-2008 SYS ANNUAL REPORT PAYMENT 03-23-2007 03-22- 2007 SYS AMENDED ANNUAL REPORT 06-15-2006 FI APPLICATION FOR AUTHORITY 05-06-2005 FI Agent About Us I Announcements I Laws & Rules I Feedback Policy I SOS Home I Oregon Blue Book I Oregon.gov For comments or suggestions regarding the operation of this site, please contact : corporation.divisionstate.orus CED 2019 Oregon Secretary of State. All Rights Reserved. i..1-.Mpik4igggy);i5or.st.4p.or.us/br/pkg_web_name_srch_incpisllow...-d.et1P.p':'.1t:,.r811:-A1.0.4669.8t.piLs..!,:i:,1;8:/2:$k20q.,9 Business Registry Business Name Search Page 3 of3 CHANGE OF [REGISTERED AGENT/ADDRESS [AMNDMT TO JANNUAL RPT /INFO 04-06-2009 FI STATEMENT ANNUAL REPORT 03-30-2009 03-27- SYS IPA YMENT 2009 IANNUAL REPORT 05-02-2008 SYS PAYMENT IANNUAL REPORT 03-23-2007 03-22- SYS PAYMENT 2007 O AMENDED ANNUAL 06-15-2006 FI REPORT APPLICATION FOR 05-06-2005 FI Agent AUTHORITY About Us I Announcements I Laws & Rules I Feedback Policy I SOS Home I Oregon Blue Book I Oregon.gov For comments or suggestions regarding the operation of this site, please contact : corporation_diyision@state or_us @ 2019 Oregon Secretary of State. AII Rights Reserved. AidA' ' 'BEACH APPENDIX Al - PROPOSAL CERTIFICATION FORM This document is a REQUIRED FORM that must be submitted fully completed and executed. FAILURE TO SUBMITTHE PROPOSAL CERTIFICATION FORM WITH ITS PROPOSAL SHALL RESULT IN THE PROPOSAL BEING DEEMED NON-RESPONSIVE. Solicitation No: 2019-201-JC Solicitation Title: Computerized Maintenance Management System Procurement Contact: Jason Crouch Tel: 305-673-7000 Email: JasonCrouch@MiamiBeachFL.Gov PROPOSER'S NAME: Conigo NO. OF YEARS IN BUSINESS: 20 NO. OF YEARS IN BUSINESS LOCALLY: NO. OF EMPLOYEES:120 OTHER NAME(S) PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: N/A FIRM PRIMARY ADDRESS (HEADQUARTERS):8245 SW Tualatin Sherwood Road CITY:Tualatin STATE:OR ZIP CODE:97062 TELEPHONE NO.: TOLL FREE NO.:877-267-7440 FAX NO.: 503-907-6003 FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Kevin Eaton, National Sales Director ACCOUNT REP TELEPHONE NO.:919-605-7054 ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL:kevin.eaton@corrigo.com FEDERAL TAX IDENTIFICATION NO.: Except as stipulated in General Condition 36, Proposer agrees: to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all specifications, attachments, exhibits and appendices and the contents of any Addenda released hereto; to be bound, at a minimum, to any and all specifications, terms and conditions contained herein or Addenda; that the Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; that proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; that all responses, data and information contained in the proposal are true and accurate. Name of Proposer's Authorized Representative:LYLE NEVVKIRK Title of Proposer's Authorized Representative:EVP FINANCE Sianature of Proposer's Authorized Representative: ,i.07 Jun Date: 14, 2019 T.1.'14101,1 MI A MW I BE A CH APPENDIX A 1 • PROPOSAL CERTIFICATION FORM This document is a REQUIRED FORM that must be submitted fully completed and executed. FAILURE TO SUBMIT THE PROPOSAL CERTIFICATION FORM WITH ITS PROPOSALSHALLRESULTIN THE PROPOSAL BEING DEEMED NON-RESPONSIVE. Solicitation No: Solicitation Title: 2019-201-JC Computerized Maintenance Management System Procurement Contact: Tel: I Email: Jason Crouch 305-673-7000 JasonCrouch@MiamiBeachFL. Gov PROPOSER'S NAME: Corrige . NO. OF YEARS IN BUSINESS: 20 I NO. OF YEARS IN BUSINESS LOCALLY: I NO. OF EMPLOYEES:120 OTHER NAME(S) PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: N/A FIRM PRIMARY ADDRESS (HEADQUARTERS):8245 SW Tualatin Sherwood Road CITY:Tualatin STATE:OR I ZIP CODE:97062 TELEPHONE NO.: TOLL FREE NO.:877-267-7440 FAX NO.: 503-907-6003 FIRM LOCAL ADDRESS: CITY: STATE: I ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Kevin Eaton, National Sales Director ACCOUNT REP TELEPHONE NO..919-605-7054 ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL :kevin.eaton@corrigo.com FEDERAL TAX IDENTIFICATION NO.: Except as stipulated in General Condition 36, Proposer agrees: to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all specifications, attachments, exhibits and appendices and the contents of any Addenda released hereto; to be bound, at a minimum, to any and all specifications, terms and conditions contained herein or Addenda; that the Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; that proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; that all responses, data and information contained in the proposal are true and accurate. Name of Proposer's Authorized Representative:L YLE NEWKIRK Title of Proposer's Authorized Representative:EVP FINANCE $j'9nature of Proposer 's Authorized Representative: Date: Jun 14, 2019 w Ju 14, 2019) " I BEACH APPENDIX A2 - QUESTIONNAIRE AND REQUIREMENTS AFFIDAVIT FORM The purpose of this Proposal Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposers of certain solicitation and contractual requirements, and to collect necessary information from Proposers in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. Attach any requested information. Name of Proposer's Authorized Representative: LYLE NEWKIRK Title of Proposer's Authorized Representative: EVP OF FINANCE Sigzipaof Proposer's Authorized Representative: Date: Jun 14, 2019 Lo,N.Jun 14,1019) 1. Veteran Owned Business. Is Proposer clair aifeteran owned business status? YES NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving thatfirm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government, as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, eitherdirectly , or indirectly, an interest often (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates 3. References & Past Performance. Proposer shall attach at least three (3) references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name & Title, 3) Address, 4) Telephone, 5) Contact's Email and 6) Narrative on Scope of Services Provided. 4. Suspension, Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal violation, or had a contract cancelled due to non-performance by any public sector agency? YES NO SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, induding disqualification of their Proposals, in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has 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. 6. Code of Business Ethics. 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") and submit that Code to the Procurement Department with its proposal/response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall attach its Code of Business Ethics. In lieu of submitting Code of Business Ethics, MI A M I BE A CH APPENDIX A2 - QUESTIONNAIRE AND REQUIREMENTS AFFIDAVIT FORM The purpose of this Proposal Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposers of certain solicitation and contractual requirements, and to collect necessary information from Proposers in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. Attach any requested information. Name of Proposer's Authorized Representative: LYLE NEWKJRK Title of Proposer's Authorized Represe ntative: EVP OF FINANCE 89%))%Proposer 's Authorized Representative:. LWN (Jun 14, 2019) 0 Jun 14, 2019 1. Veteran Owned Business. ls Proposerclaim;g a rteran owned business status? []Yes o SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving thatfirm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government, as required pursuant to ordinance 2011-3748. 2. Conflict Oflnterest. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest often (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates 3. References & Past Performance. Proposer shall attach at least three (3) references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name & Title, 3) Address, 4) Telephone, 5) Contact's Email and 6) Narrative on Scope of Services Provided. 4. Suspension, Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal violation, or had a contract cancelled due to non-performare bl any public sector agency? []Ys o SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their Proposals, in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has 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. 6. Code of Business Ethics. 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") and submit that Code to the Procurement Department with its proposal/response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITT AL REQUIREMENT: Proposer shall attach its Code of Business Ethics. In lieu of submitting Code of Business Ethics, •• e benefits. • :. •e •_ • !. •:. AJA): BEACH Proposer may submit a statement indicating that it will adopt, as required in the ordinance, the City of Miami Beach Code of Ethics, available at htto://www.miamibeachkaovicity-hall/orocurement/orocurement-related-ordinance-and-orocedures/ benefits. - •: : •. • : benefits, pcepesal-disqualifieatien, YES NO 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited contracts valued at over $100,000 whose contractors maintain 51 or more full time employees on theirpayrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, 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 Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractor'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? 'x 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 employees? 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 Firm Provides for Employees with Spouses Firm Provides for Employees with Domestic Partners Firm does not Provide Benefit Health x x Sick Leave x x Family Medical Leave x x Bereavement Leave x x If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To - • . 7. MIAM!BE A CH Proposer may submit a statement indicating that it will adopt, as required in the ordinance, the City of Miami Beach Code of Ethics, available athttp://www.miamibeachfl.gov/city-hall/orocurement/procurement-related-ordinance-and-procedures/ Living Wage, Pursuant to Section 2-408 of the City of Miami Beach Code, as same may be amended from time to time, covered employees shall be paid-the required living-wage rates- listed below. 4, Effective January 1,2018, covered emp loyee s must be- paid a living wage rate of no less than $11.62 per ho ur with health care benefits ofatleast$2.26 per ho ur, oraliving wage rate ofnoless than $13.88 per hourwithou t health car e benefits. 2. Effective January 4, 2019, covered emp loyee s-mu st be paid alivin g wage rate of no less than $11.70 per-hour with health care benefits ofatleast$2.74 perhour, oralivin g wage rate ofno less than $14.44 perhourwith out h eal th car e benefits. 3. Effective Jan uary 1,2020, cov ered emplo yee s mu st be paid a living wa ge rate ofn o less than $11,78 per h ou r with health care benefits ofatleast$3.22per hour, ora living wage rate ofno less than$15.00perhourwithouthealth care benefits. The living-wage-rate and health care benefits rate may, by Re solu tion of th e City Commission be indexe d annually for inflation using the Consumer Price Index for all Urban Consumers (CPI-U) Miami/Ft. Lauderdale, issued by the U.S. Dep artm ent of Labor's Bureau of Labor Statistics.- -Notwithstanding- the preceding, no annual index shall exceed three percent (3%). The City may also, by resolution, elect not to i n dex- the living-wage rate i n any particular-year, if it determines it w oul d not be fiscally sound to implement same (in a particularyear). Proposers' failure- to comply with this provision shall be deemed a material breach under this proposal, under which the City may, at its sole option, immediately deem said Proposer a s non-responsive, and may further subject Proposer to additional penalties and fines, as provided in the City's- Living 'ag e- Ordinance, as- amended. Further information on the Living-'age requirement is availabl e athttp://yyy_miamibgachfl. goy/city_hall/grgçgrgmgnt/pgrgsgrgmgngt-related-_ordinance_ad_procedures} An y payr ol l reques t made by- the City duri ng the contract term shall be completed electronically via the Gity's electronic compliance portal, LP Tracker (LCPTracker.net) SUBMITTAL REQUIREMENT; Indicate below that Proposer agrees to the living wage requirement Failure to agree-shall result in L 1."e " 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited contracts valued at over $100,000 whose contractors maintain 51 or more full time employees on their-payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, 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 Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractor'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? )vs Jo 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 employees? F )ves L o 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 Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health px x ' Sick Leave x x Family Medical Leave IX x Bereavement Leave IX x If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, ( e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To tAl BEACH comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached) with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Managers decision is final. Further information on the Equal Benefits requirement is available at Ptt;r: 'Am --a,—;beachf tqovIcity-hall/procurement/procurement-related-ordinance-and- procedures/ 9. Public Entity Crimes. Section 287.133(2)(a), Florida Statutes, as currently enacted or as amended from time to time, states that a person or affiliate who has been placed on the convicted vendor list following a conviction fora public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit proposals, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided ins. 287.017for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: Proposer agrees to the requirements of Section 287.133, Florida Statutes, and certifies it has not been placed on convicted vendor list. Failure to agree shall result in proposal disqualification. x YES NO 10. Non-Discrimination. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business 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. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. Failure to agree shall result in proposal dis ualification. N YES NO 11. 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 official City travel to the states of North Carolina and Mississippi, as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. Failure to agree shall result in proposal disqualification. YES NO 12. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code, the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices, and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statement on an employment application that a person with a criminal record may not apply forthe position. SUBMITTAL REQUIREMENT: Proposer certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Proposer 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 N Remainder of Page Intentionally Left Blank MI A M/BE A CH comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached) with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at hHp://www.miamibeachff.gov/city-halUprocurement/procurement-related-ordinance-and- procedures/ 9. Public Entity Crimes. Section 287.133(2)(a), Florida Statutes, as currently enacted or as amended from time to time, states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit proposals, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017for CATEGORY TWO fora period of36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: Proposer agrees to the requirements of Section 287.133, Florida Statutes, and certifies it has not been placed on convicted vendor list. Failure to agree shall result in proposal disqualification. ]vs T o 1 O. Non-Discrimination. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business 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. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. Failure to agree shall result in proposal disqualification. I Yes No 11. 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 official City travel to the states of North Carolina and Mississippi, as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. Failure to agree shall result in proposal disqualification. Ives 7 N o 12. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code, the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices, and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: Proposer certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Proposer 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. res L Io R em ainder of Page Intentionally Left Blank '$ + ·, 13. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation. This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confirm Receipt Initial to Confirm Receipt Initial to Confirm Receipt ur n Addendum 1 Addendum 6 Addendum 11 P1 /./y,_ Addendum 2 Addendum 7 Addendum 12 ae..., Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 Remainder of Page Intentionally Left Blank 1 3 . Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation. This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confinn Initial to Confirm Initial to Confirm Receipt Receipt Receipt 'il... Addendum 1 Addendum 6 Addendum 11 té...- Addendum 2 Addendum 7 Addendum 12 éd... Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 Remainder of Page Intentionally Left Blank I II Adobe Sign . .•4:NNWE.—DEEINW 9111111MEn For Signature Final Audit Report 2019-06-14 Created: 2019-06-14 By: Kevin Eaton (eaton.kevin@gmail.com) Status: Signed Transaction ID: CBJCHBCAABAAml3c1fxr1ZgS__girDgqrHWSQ0Yv3__Rj "For Signature" History ' Document created by Kevin Eaton (eaton.kevin@gmail.com) 2019-06-14 - 3:43:31 PM GMT- IP address: 174.193.164.114 Document emailed to LWN (lylen@corrigo.com) for signature 2019-06-14 - 3:46:44 PM GMT t." Email viewed by LWN (Iylen@corrigo.com) 2019-06-14 - 3:57:01 PM GMT- IP address: 38.110.8.9 Cro Document e-signed by LWN (lylen@corrigo.com) Signature Date: 2019-06-14 - 3:58:36 PM GMT - Time Source: server- IP address: 38.110.8.9 Signed document emailed to LWN (lylen@corrigo.com) and Kevin Eaton (eaton.kevin@gmail.com) 2019-06-14 - 3:58:36 PM GMT For Signature Final Audit Report 2019-06-14 Created: 2019-06-14 By: Kevin Eaton (eaton.kevin@gmail.com) Status: Signed Transaction ID: CBJCHBCMBAAml3clfxr1 ZgS_girDgqrHWSQOYv3_Rj "F or S ig n a ture" Histo ry 'El D ocum ent created by K evin Eaton (eaton.kevin@ gm ail.com ) 2019-06-14 - 3:43:31 PM GMT- IP address: 174.193.164.114 E1. D ocum ent em ailed to LW N (lylen@ corrigo.com ) fo r signature 2019-06-14 - 3:46:44 PM GMT p Em ail vi ew ed by LW N (lyl en @ corrigo.com ) 2019-06-14 - 3:57:01 PM GMT- IP address: 38.110.8.9 D ocum en t e-sig ned by LWN (lyl en@ corri go.c om ) Signature Date: 2019-06-14 - 3:58:36 PM GMT - Time Source: server- IP address: 38.110.8.9 O S igned docum ent em ailed to LW N (lylen@ corr igo.com ) and K evin Eaton (eaton.kevin@ gm ail.com ) 2019-06-14 - 3:58:36 PM GMT ■AdobeSign MIAMI BEACH APPENDIX Al - PROPOSAL CERTIFICATION FORM This document is a REQUIRED FORM that must be submitted fully completed and executed. FAILURETO SUBMITTHE PROPOSAL CERTIFICATION FORM WITH ITS PROPOSAL SHALL RESULTIN THE PROPOSAL BEING DEEMED NON-RESPONSIVE. Solicitation No: 2019-201-JC Solicitation Title: Computerized Maintenance Management System Procurement Contact: Jason Crouch Tel: 305-673-7000 Email: JasonCrouch@MiamiBeachFL.Gov PROPOSER'S NAME: Corrigo NO. OF YEARS IN BUSINESS: 20 NO. OF YEARS IN BUSINESS LOCALLY: NO. OF EMPLOYEES:120 OTHER NAME(S) PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: N/A FIRM PRIMARY ADDRESS (HEADQUARTERS):8245 SW Tualatin Sherwood Road CITY:Tualatin STATE:OR ZIP CODE:97062 TELEPHONE NO.: TOLL FREE NO.:877-267-7440 FAX NO.: 503-907-6003 FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Kevin Eaton, National Sales Director ACCOUNT REP TELEPHONE NO.:919-605-7054 ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL:kevin.eaton©corrigo.com FEDERAL TAX IDENTIFICATION NO.: Except as stipulated in General Condition 36, Proposer agrees: to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all specifications, attachments, exhibits and appendices and the contents of any Addenda released hereto; to be bound, at a minimum, to any and all specifications, terms and conditions contained herein or Addenda; that the Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; that proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; that all responses, data and information contained in the proposal are true and accurate. Name of Proposer's Authorized Representative:LYLE NEWKIRK Title of Proposer's Authorized Representative:EVP FINANCE ,h9),ynature of Proposer's Authorized Representative: Date: Jun 14, 2019 NU (Jun .. Z0191 MIA M!BEA CH APPENDIX A 1 - PROPOSAL CERTIFICATION FORM This document is a REQUIRED FORM that must be submitted fully completed and executed. FAILURE TO SUBMIT THE PROPOSAL CERTIFICATION FORM WITH ITS PROPOSALSHALLRESULTIN THE PROPOSAL BE ING DEEMEDNON-RESPONSIVE. Solicitation No: Solicitation Title: 2019-201-JC Computerized Maintenance Management System Procurement Contact: Tel: I Email: Jason Crouch 305-673-7000 JasonCrouch@MiamiBeachFL.Gov PROPOSER'S NAME : Corrigo NO. OF YEARS IN BUSINESS: 20 I NO. OF YEARS IN BUSINESS LOCALLY: I NO. OF EMPLOYEES:120 OTHER NAME (S) PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: NIA FIRM PRIMAR Y ADDRESS (HEADQUARTERS):8245 SW Tualatin Sherwood Road CITY:Tualatin STATE:OR I ZIP CODE:97062 TELEPHONE NO.: TOLL FREE NO:877-267-7440 FAX NO.: 503-907-6003 FIRM LOCAL ADDRESS: CITY: STATE: I ZIPCODE: PRIMA RY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Kevin Eaton, National Sales Director ACCOUNT REP TELEPHONE NO..9 19-605-7054 ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAJL:kevin.eaton@corrigo.com FEDERAL TAX IDENTIFICATION NO.: Except as stipulated in General Condition 36, Proposer agrees: to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all specifications, attachments, exhibits and appendices and the contents of any Addenda released hereto; to be bound, at a minimum, to any and all specifications, terms and conditions contained herein or Addenda; that the Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; that proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; that all responses, data and information contained in the proposal are true and accurate. Name of Proposer 's Authorized Representative:L YLE NEWKIRK Title of Proposer 's Authorized Representative:EVP FINANCE j]9nature of Proposer 's Authorized Representative: Date: Jun 14, 2019 Jun t4, 019 tv\IMAI BEACH APPENDIX A2 - QUESTIONNAIRE AND REQUIREMENTS AFFIDAVIT FORM The purpose of this Proposal Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposers of certain solicitation and contractual requirements, and to collect necessary information from Proposers in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. Attach any requested information. Name of Proposer's Authorized Representative: LYLE NEWKIRK Title of Proposer's Authorized Representative: EVP OF FINANCE SigVinof Proposer's Authorized Representative: Date: Jun 14, 2019 LNIN Pun 14, 2019) 1. Veteran Owned Business. Is Proposer claiming a veteran owned business status? YES NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving thatfirm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government, as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, eitherdirectly or indirectly, an interest often (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates 3. References & Past Performance. Proposer shall attach at least three (3) references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name & Title, 3) Address, 4) Telephone, 5) Contact's Email and 6) Narrative on Scope of Services Provided. 4. Suspension, Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal violation, or had a contract cancelled due to non-performance any public sector agency? YES NO SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their Proposals, in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has 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. 6. Code of Business Ethics. 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") and submit that Code to the Procurement Department with its proposal/response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall attach its Code of Business Ethics. In lieu of submitting Code of Business Ethics, MI A MI BEACH APPENDIX A2 - QUESTIONNAIRE AND REQUIREMENTS AFFIDAVIT FORM The purpose of this Proposal Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposers of certain solicitation and contractual requirements, and to collect necessary information from Proposers in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. Attach any requested information. Name of Proposer's Authorized Representative: LYLE NEWKI RK Title of Proposer's Authorized Representative: EVP OF FINANCE 8 9y%)/%Proposer 's Authorized Representative: NN (Jun 14, 2019) 0 Jun 14, 2019 1. Veteran Owned Business. Is Proposer claitng a rteran owned business status? []Yes o SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government, as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either directly or indirectly, an interest often (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates 3. References & Past Performance. Proposer shall attach at least three (3) references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation: . . SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name & Title, 3) Address, 4) Telephone, 5) Contact's Email and 6) Narrative on Scope of Services Provided. 4. Suspension, Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal violation, or had a contract cancelled due to non-performa~ce b] any public sector agency? [ ] Yes o SUBMITTAL REQUIREMENT: If answer to above is "YES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their Proposals, in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has 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. 6. Code of Business Ethics. 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") and submit that Code to the Procurement Department with its proposal/response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SU BM ITT AL REQUIREMENT: Proposer shall attach its Code of Business Ethics. In lieu of submitting Code ofBusiness Ethics, MIAMI BEACH Proposer may submit a statement indicating that it will adopt, as required in the ordinance, the City of Miami Beach Code of Ethics, available at httpl/www.miamibeachfl.govicity-halltrocurerent/brocurement-related-ordinance-and-procedures/ benefits, benefits. - --.••.. e- •e. t .e: :e . fOt: benefits. pcopesal-disqualikatien, YES NO 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited contracts valued at over $100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, 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 Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractor'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? x 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 employees? YES NO C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specif ed. 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 Firm Provides for Employees with Spouses Firm Provides for Employees with Domestic Partners Firm does not Provide Benefit Health x x Sick Leave x x Family Medical Leave x x Bereavement Leave x x If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To 7. MIAM/BEACH Proposer may submit a statement indicating that it will adopt, as required in the ordinance, the City of Miami Beach Code of Ethics, available at http://www.miamibeachfl.gov/city-hall/procurement/procurement-related-ordinance-and-procedures/ Living 'Wa ge, Pursuant to Section 2-408 of the City of Miami Beach Code, as same may be amended from time to time, covered employees shall be paid the required living-wage rates listed below 4, Effective January 1, 2018, covered employees-must be paid a living wage rate of no less than $11.62 per-hour with health care benefits ofatleas t$2.26 perhour, oralivingwage rate ofno less than $13.88 per hour without health care benefits. 2. Effective January 1, 2019, covered employees must be paid a living wage rate of no-less than $11.70per hour-with health care benefits ofatleast$2.74 perhour, oralivingwage rate ofnolessthan $ 14.44 per hour without health care benefits. 3, Effective January 1, 2020, covered empl oyees must be paid a living wage rate of no less than $14,78 per-hour with health care benefits ofatleast$3.22perhour, or alivingwage rate ofnoless than$ 15.00perhourwithout health care benefits. The living wage rate and health care benefits rate may, by Fesolution of the City Commission be indexed annually for inflation using the Consumer Price Index for all Urban Consumers (CPI-U) Miami/Ft. Lauderdale, issued by the U.S. Department of Labor's Bureau- of Labor Statistics. Notwithstanding- tho preceding, no annual index shall exceed throe percent (3%). The City may also, by resolution, elect not to index the living-wage rate in any particular-year, if t determines it would not be fiscally sound to implemen t same (in a particularyear ). Proposers' failure to comply with this provision shall be deemed a material breach under this proposal, under which the City may at its sole option, immediately deem said Proposer-as- non-responsive, and may further subject Proposer-to additional penalties and fines, as provided in the City's Living- 'age Ordinance, as amended. Further information on the Living age requirement is available athttp-://hag._miamibeachfl. ggy/city hall/grgsgremengt/pgrgcurgmgnt related grdinane_and procedures} Any payroll request made by the City during tho contract temm shall be completed electronically via the City's electronic compliance portal, LP Tracker (LCPTracker.net) SUBMITTAL REQUIREMENT: Indicate b elow that Proposer agrees to the living wage requirement. Failure to agree shallresultin =1 »"e" 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited contracts valued at over $100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, 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 Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractor'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 orto spouses of employees? vs L Io 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 employees? )vs 1No 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 Firm Provides for Firm Provides for Firm does not Employees with Employees with Provide Benefit Spouses Domestic Partners Health X X Sick Leave X X Family Medical Leave IX X Bereavement Leave IX X If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, ( e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To $ ',AIAMI BEACH comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached) with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Managers decision is final. Further information on the Equal Benefits requirement is available at tittp://www.miamibeachfl.00kity-hall/orocurement/procurement-related-ordinance-and- procedures/ 9. Public Entity Crimes. Section 287.133(2)(a), Florida Statutes, as currently enacted or as amended from time to time, states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit proposals, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided ins. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: Proposer agrees to the requirements of Section 287.133, Florida Statutes, and certifies it has not been placed on convicted vendor list. Failure to agree shall result in proposal disqualification. YES NO 10. Non-Discrimination. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business 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. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. Failure to agree shall result in proposal dis ualification. rz YES NO 11. 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 official City travel to the states of North Carolina and Mississippi, as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. Failure to agree shall result in proposal disqualification. x YES NO 12. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code, the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices, and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statement on an employment application that a person with a criminal record may not applyfor the position. SUBMITTAL REQUIREMENT: Proposer certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Proposer 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 Remainder of Page Intentionally Left Blank MIA M/BE A CH comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached) with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at http:/lwYiw.miamibeachfl.gov/city-hall/procurement/procurement-related-ordinance-and- proœdures/ 9. Public Entity Crimes. Section 287 .133(2)( a), Florida Statutes, as currently enacted or as amended from time to time, states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit proposals, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017for CATEGORY TWO for a period of36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: Proposer agrees to the requirements of Section 287.133, Florida Statutes, and certifies it has not been placed on convicted vendor list. Failure to agree shall result in proposal disqualification. ]vs To 10. Non-Discrimination. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business 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. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. Failure to agree stall result in proposal disqualification. ] Yes o 11. 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 official City travel to the states of North Carolina and Mississippi, as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT; Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. Failure to agree shall result in proposal disqualification. vs 1 No 12. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code, the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices, and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: Proposer certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Proposer 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. FJvs [ Jo Remainder of Page Intentionally Left Blank 13. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation. This Acknowledgement ofAddendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confirm Receipt Initial to Confirm Receipt Initial to Confirm Receipt ,P1—, Addendum 1 Addendum 6 Addendum 11 it_ Addendum 2 Addendum 7 Addendum 12 /21,N Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 Remainder of Page Intentionally Left Blank 1 3 . Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation. This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receipt Receipt Receipt .. Addendum 1 Addendum 6 Addendum 11 bd.. Addendum 2 Addendum 7 Addendum 12 f:Lr!f __ , Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 Remainder of Page Intentionally Left Blank For Signature Final Audit Report 2019-06-14 Created: 2019-06-14 By: Kevin Eaton (eaton.kevin@gmail.com) Status: Signed Transaction ID: CBJCHBCAABAAm13c1fxr1ZgS_girDgqrHWSQ0Yv3_Rj "For Signature" History Document created by Kevin Eaton (eaton.kevin@gmail.com) 2019-06-14 - 3:43:31 PM GMT- IP address: 174.193.164.114 7- Document emailed to LWN (lylen@corrigo.com) for signature 2019-06-14 - 3:46:44 PM GMT L Email viewed by LWN (lylen@corrigo.com) 2019-06-14 - 3:57:01 PM GMT- IP address: 38.110.8.9 tie, Document e-signed by LWN (lylen@corrigo.com) Signature Date: 2019-06-14 - 3:58:36 PM GMT - Time Source: server- IP address: 38.110.8.9 r. Signed document emailed to LWN (lylen@corrigo.com) and Kevin Eaton (eaton.kevin@gmail.com) 2019-06-14 - 3:58:36 PM GMT 1 . 1 .... 111 Adobe Sign VIM MUM 4111=1•1111101011111=161 41111111t1, li F o r S ig n a tu re Final Audit Report 2019-06-14 Created: 2019-06-14 By: Kevin Eaton (eaton.kevin@gmail.com) Status: Signed Transaction ID: CBJCHBCAABAAml3clfxr1 ZgS_girDgqrHWSQOYv3_Rj "For Signature" History f Documen t created by Kevin Eaton (eaton.kevin@gmail.com) 2019-06-14 - 3:43:31 PM GMT- IP address: 174.193.164.114 ?, Documen t emailed to LWN (lylen@corrigo.com) for signature 2019-06-14 - 3:46:44 PM GMT 'Ô Email viewed by LWN (lylen@corrigo.co m) 2019-06-14 - 3:57.01 PM GMT- IP address: 38.110.8.9 Documen t e-signe d by LWN (lylen@corrigo.com ) r Signature Date: 2019-06-14 - 3:58:36 PM GMT - Time Source: server- IP address: 38.110.8.9 O Signed document emailed to LWN (lylen@corrigo.com) and Kevin Eaton (eaton.kevin@gmail.com) 2019-06-14 - 3:58:36 PM GMT a oeses APPENDIX D MIAMIBEACH Cost Proposal Form RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 A P PE N D IX D MIAMI BEACH Cost Proposal Form RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 APPENDIX E MIAMIBEACH Insurance Requirements RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 APPEND IX E MIAMI BEA CH Insurance Requirements RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755Meridian Avenue, 34Floor Miami Beach, Florida 33139 +si'«e e g i«o»t 1,· MIAMI BEACH INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. XXX 1. Workers' Compensation and Employer's Liability per the Statutory limits of the state of Florida. XXX 2. Comprehensive General Liability (occurrence form), limits of liability $ 1,000,000.00 per occurrence for bodily injury property damage to include Premises/ Operations; Products, Completed Operations and Contractual Liability. Contractual Liability and Contractual Indemnity (Hold harmless endorsement exactly as written in "insurance requirements" of specifications). XXX 3. Automobile Liability- $1,000,000 each occurrence-owned/non-owned/hired automobiles included. 4. Excess Liability- $ .00 per occurrence to follow the primary coverages. XXX 5. The City must be named as and additional insured on the liability policies; and it must be stated on the certificate. 6. Other Insurance as indicated: _Builders Riskcompleted value .00 _LiquorLiability .00 Fire Legal Liability .00 Protection and Indemnity .00 _Employee Dishonesty Bond .00 Other .00 XXX 7. Thirty (30) days written cancellation notice required.. XXX 8. Best's guide rating B+:VI or better, latest edition. XXX 9. The certificate must state the proposal number and title The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable Statutes. MI A M/BE A CH INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. Workers' Compensation and Employer's Liability per the Statutory limits of-the state of Florida. XXX2. Comprehensive General Liability ( occurrence form), limits of liability $ 1,000,000.00 per occurrence for bodily injury property damage to include Premises/ Operations; Products, Completed Operations and Contractual Liability. Contractual Liability and Contractual Indemnity (Hold harmless endorsement exactly as written in "insurance requirements" of specifications). XXX 3. Automobile Liability-$1,000,000 each occurrence-owned/non-owned/hired automobiles included. __ 4. Excess Liability-$ .00 per occurrence to follow the primary coverages. XXX 5. The City must be named as and additional insured on the liability policies; and it must be stated on the certificate. 6. XXX7. XXX8. xxx 9. Other Insurance as indicated: _Builders Risk completed value _Liquorliability _Fire Legal Liability _Protection and Indemnity _Employee Dishonesty Bond _Other $ __ .00 $ .00 $ .00 $ .00 $ .00 $ .00 Thirty (30) days written cancellation notice required. % Best's guide rating B+:VI or better, latest edition. The certificate must state the proposal number and title The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable Statutes. re#» + „ , barar $a« APPENDIX D COST PROPOSAL FORM Failure to subm it, Cost Proposal Form, in its entirety and fully executed by the deadline established for the recei • of • ro IswillresultIn • ro • • lbeln • deemednon-res • onsiveandbeln • re cted. Bidder affirms that the prices stated on the cost proposal form below represents the entire cost of the items in full accordance with the requirements of this RFP, inclusive of its terms, conditions, specifications and other requirements stated herein, and that no claim will be made on account of any increase in wage scales, material prices, delivery delays, taxes, insurance, cost indexes or any other unless a cost escalation provision is allowed herein and has been exercised by the City Manager in advance. The Cost Proposal Form shall be completed mechanically or, if manually, in ink. Cost Proposal Form completed in pencil shall be deemed non-responsive. All corrections on the Cost Proposal Form shall be initialed. Request for Proposals (RFP) No. 2019-201-JC Computerized Maintenance Management System Item • 1 Description Software and Licensing Quantity 100 U I M Unit Cost ANNUAL $720 Total Igualittty_X_UnitCosti $72,000 . 2 Integration, Installation and Testing 2 EA $16,000 $32,000 3 Maintenance and Support ANNUAL (included in license) $0 4 Training ANNUAL $16,000 $16,000 GRAND TOTAL (ITEMS 1.4) $120,000 .. Bidder's Affirmation Company: CORRIGO Authorized Representative: LYLE NEWKIRK Address: 8245 SW Tualatin Sherwood Road, Tualatin, OR 97062 Telephone: 877-267-7440 Emaillylen@corrigo.com Authorized Representative'qNttete A P P E N D IX D COST PROPOSAL FORM Failure to submit, Cost Proposal Form. in its entirety and fully executed by the deadline established for the receipt ofproposalswill resultinproposalbeing deemed non-responsive and being rejected. Bidder affirms that the prices stated on the cost proposal form below represents the entire cost of the items in full accordance with the requirements of this RFP, inclusive of its terms, conditions, specifications and other requirements stated herein, and that no claim will be made on account of any increase in wage scales, material prices, delivery delays, taxes, insurance, cost indexes or any other unless a cost escalation provision is allowed herein and has been exercised by the City Manager in advance. The Cost Proposal Form shall be completed mechanically or, if manually, in ink. Cost Proposal Form completed in pencil shall be deemed non-responsive. All corrections on the Cost Proposal Form shall be initialed. Request for Proposals (RFP) No. 2019-201-JC Computerized Maintenance Management System ·» • • Total Item ' Description " Quantity UIM Unit Cost (Quantity_X_Unit_Coast) Software and Licensing 100 ANNUAL $720 $72,000 2 Integration, Installation and Testing 2 EA $16,000 $32,000 3 Maintenance and Support ANNUAL (included in license) $0 4 Training "p.- GRAND TOTAL(ITEMS 1-4) ANNUAL $16,000 $16,000 $120,000 ·' s$±4. Bidder's A ffir m ation t Company: CORRIGO Authorized Representative: LYLE NEWKIRK Address: 8245 SW Tualatin Sherwood Road, Tualatin, OR 97062 Telephone: 877-267-7440 Email:lylen@corrigo.com Authorized Representative's $g 4.2 t9 Cost Proposal Final Audit Report 2019-06-14 Created: 2019-06-14 By: Kevin Eaton (eaton.kevin@gmail.com) Status: Signed Transaction ID: CBJCHBCAABAAaElXndtMAt114xL5ZlexSLjaL6AA3r4 "Cost Proposal" History n Document created by Kevin Eaton (eaton.kevin@gmail.com) 2019-06-14 - 3:42:28 PM GMT- IP address: 174.193.164.114 El Document emailed to Lyle Newkirk (lylen@corrigo.com) for signature 2019-06-14 - 3:43:04 PM GMT n Email viewed by Lyle Newkirk (lylen@corrigo.com) 2019-06-14 - 3:43:37 PM GMT- IP address: 38.110.8.9 Document e-signed by Lyle Newkirk (lylen@corrigo.com) Signature Date: 2019-06-14 - 3:44:07 PM GMT - Time Source: server- IP address: 38.110.8.9 CI Signed document emailed to Kevin Eaton (eaton.kevin@gmail.com) and Lyle Newkirk (lylen@corrigo.com) 2019-06-14 - 3:44:07 PM GMT L11 Adobe Sign MINPROMM=COMINIMEMBW -tr II VASIL WEMIltIIN C o st P ro p o sa l Final A udit Report 2019-06-14 Created: 2019-06-14 By: Kevin Eaton (eaton.kevin@gmail.com) Status: Signed Transaction ID: CBJCHBCAABAAaEIXndtMAlll4xL5ZlexSLjaL6_gA3r4 "Cost Proposal" History f D ocum en t cre ate d by K evi n Eaton (eaton .kevin @ gm ai l.com ) 2019-06-14 - 3:42:28 PM GMT- IP address: 174.193.164.114 ?, D ocum en t em aile d to Lyl e Newk irk (ly len @ corrigo.com ) for sign atu re 2019-06-14 - 3:43:.04 PM GMT Em ail view ed by Lyle Newk irk (lyl en @ corrigo.com ) 2019-06-14 - 3:43:37 PM GMT- IP address: 38.110.8.9 D ocumen t e-si gne d by Lyle Newk irk (lyl en @ corri go.com ) Signature Date: 2019-06-14 - 3:44:07 PM GMT - Time Source: server- IP address: 38.110.8.9 O Signed document emailed to Kevin Eaton (eaton.kevin@gmail.com) and Lyle Newkirk (lylen@corrigo.com) 2019-06-14 - 3:44.07 PM GMT a c e se 2.1 Organizational Chart Key Stakeholders: Jim Paras, Head of Deployments David Baldi, Head of Integrations Lyte Paulson, Head of Customer Success Tim Rosendahl, Head of Customer Support During Deployment: The Delivery Manager is responsible for all things deployment related, and his escalation path is to Jim Paras and next level escalation is Venu Yeluripati, EVP Platform Services Post Deployment: The Customer Success Executive is the main point of Contact for all things account related — including support and escalation path is Lyte Paulson, next level is Venu Yeluripati, EVP Platform Services Platform Delivery Platform Services Team "-r' 1 _I i .,,,L....,, Professional Advisory Services Customer Operations Learning Services Success Services Solutions -1 _./ •-...... -' ----- ' Enterprise Provider Migrations Implementation Services Business Analysis Direct OPEX Services Training (Int.) Direct Domestic Integrations Vertical Solutions Provider Support Services Onboarding JLL International Reports Business Intelligence Manuals Training (Ext.) 2.1 Organizational Chart Key Stakeholders: Jim Paras, Head of Deployments David Baldi, Head of Integrations Lyte Paulson, Head of Customer Success Tim Rosendahl, Head of Customer Support During Deployment: The Delivery Manager is responsible for all things deployment related, and his escalation path is to Jim Paras and next level escalation is Venu Yeluripati, EVP Platform Services Post Deplo ym ent: The Customer Success Executive is the main point of Contact for all things account related - including support and escalation path is Lyte Paulson, next level is Venu Yeluripati, EVP Platform Services A - Platform Services Team -i- Platform Delivery 7= Professional Services -± Enterprise provider Migrations - = Advisory Servi ces Implementation Services ....._,,,, 7= Customer Success = Operations Services a learning Solutions JLL Do mestic ....._,,,, " International Integrations - -" Re ports - Training (Ext.) • Vertical Solutions ....._,,,, Business Intelligence ....._,,,, Provider OPEX Services Suppo rt Services ....._,,,, Onboarding - Manuals 2.2 Relevant Experience of Prime Proposer: Project 1 A. County of Alameda Corrigo Enterprise Deployment i. Corrigo Enterprise a. 181 properties b. 5200 assets c. 200 users d. Modules/Functionality: i. Work Order Management ii. Preventative Maintenance Management iii. Internal costs (financials) iv. Reporting v. Time Card 2. CorrigoPro Network ii. Services 1. Hosting services 2. Training of Customer staff and vendors 3. Enrollment of Customer's vendors in the CorrigoPro Network 4. Support, Maintenance and Upgrades to Licensed Software B. name of individuals that worked on the referenced project that have been included in Section 2.1 above. i. Kristin Stanciu, Project Manager, Client Implementations, Corrigo ii. Taylor Hodges, Client Success Executive, Corrigo C. County of Alameda D. Rich Lowther, Facilities Manager E. Monthly License Fee — Cannot disclose amount without written authorization from client F. Original term from 12/15/17 — 12/14/18. Signed amendment for additional term through 12/14/19 2.2 Relevant Experience of Prim e Proposer: Project 1 A. County of Alameda Corrigo Enterprise Deployment i. Corrigo Enterprise a. 181 properties b. 5200 assets c. 200 users d. Modules/Functionality: i. Work Order Management ii. Preventative Maintenance Management iii. Internal costs (financials) iv. Reporting v. Time Card 2. CorrigoPro Network ii. Services 1. Hosting services 2. Training of Customer staff and vendors 3. Enrollment of Customer's vendors in the CorrigoPro Network 4. Support, Maintenance and Upgrades to Licensed Software B. name of individuals that worked on the referenced project that have been included in Section 2.1 above. i. Kristin Stanciu, Project Manager, Client Implementations, Corrigo ii. Taylor Hodges, Client Success Executive, Corrigo C. County of Alameda D. Rich Lowther, Facilities Manager E. Monthly License Fee - Cannot disclose amount without written authorization from client F. Original term from 12/15/17-- 12/14/18. Signed amendment for additional term through 12/14/19 Project 2 A. Cobb County Corrigo Enterprise Deployment i. Corrigo Enterprise a. Track assets and document work related to them for the following departments i. Property Management ii. Fire and Rescue b. Create and document preventative maintenance schedules for assets. c. Modules/Functionality: i. Work Order Management ii. Preventative Maintenance Management iii. Internal costs (financials) iv. Reporting v. Time Card 2. CorrigoPro Network ii. Services 1. Hosting services 2. Training of Customer staff and vendors 3. Enrollment of Customer's vendors in the CorrigoPro Network 4. Support, Maintenance and Upgrades to Licensed Software B. name of individuals that worked on the referenced project that have been included in Section 2.1 above. iii. Patti Cammack — Project Manager, Client Implementations, Corrigo iv. Taylor Hodges — Client Success Executive, Corrigo C. Cobb County D. Julie Arnold — Business Manager — Cobb County Property Management E. Monthly user license fee — Cannot disclose the amount without written authorization from the client F. 10 + years of engagement Project 2 A. Cobb County Corrige Enterprise Deployment i. Corrigo Enterprise a. Track assets and document work related to them for the following departments i. Property Management ii. Fire and Rescue b. Create and document preventative maintenance schedules for assets. c. Modules/Functionality: i. Work Order Management ii. Preventative Maintenance Management iii. Internal costs (financials) iv. Reporting v. Time Card 2. CorrigoPro Network ii. Services 1. Hosting services 2. Training of Customer staff and vendors 3. Enrollment of Customer's vendors in the CorrigoPro Network 4. Support, Maintenance and Upgrades to Licensed Software B. name of individuals that worked on the referenced project that have been included in Section 2.1 above. iii. Patti Cam mack - Project Manager, Client Implementations, Corrige iv. Taylor Hodges - Client Success Executive, Corrige C. Cobb County D. Julie Arnold - Business Manager- Cobb County Property Management E. Monthly user license fee -- Cannot disclose the amount without written authorization from the client F. 10 + years of engagement Project 3 A. City of Fresno Corrigo Deployment i. Corrigo Enterprise a. Base work order and workflow configuration b. Alert and escalation system setup c. Customer portal configuration d. Work completion and verification tracking e. Basic service provider setup f. Asset and equipment inventory g. Reporting h. Warranties ii. Services 1. Hosting services 2. Training of Customer staff and vendors 3. Enrollment of Customer's vendors in the CorrigoPro Network 4. Support, Maintenance and Upgrades to Licensed Software 5. Integration Services B. name of individuals that worked on the referenced project that have been included in Section 2.1 above. iii. Brian Andrews — Project Manager, Client Implementations, Corrigo iv. Angela King — Client Success Executive, Corrigo C. Cobb County D. Maddie Morse — Senior Management Analyst — City of Fresno Public Works Department E. Quarterly user license fee — Cannot disclose the amount without written authorization from the client F. 3 year initial term in 2011, continued on annual basis to date. Project 3 A City of Fresno Corrige Deployment i. Corrigo Enterprise a. Base work order and workflow configuration b. Alert and escalation system setup c. Customer portal configuration d. Work completion and verification tracking e. Basic service provider setup f. Asset and equipment inventory g. Reporting h. Warranties ii. Services 1. Hosting services 2. Training of Customer staff and vendors 3. Enrollment of Customer's vendors in the CorrigoPro Network 4. Support, Maintenance and Upgrades to Licensed Software 5. Integration Services B. name of individuals that worked on the referenced project that have been included in Section 2.1 above. iii. Brian An drews - Project Manager, Client Implementations, Corrige iv. Angela King - Client Success Executive, Corrige C. Cobb County O. Maddie Morse - Senior Management Analyst - City of Fresno Public W orks Department E. Quarterly user license fee - Cannot disclose the amount without written authorization from the client F. 3 year initial term in 2011, con tinued on annual basis to date. 2.3 Relevant Experience of Sub-consultant(s)/Sub-contractor(s): Corrigo will not be using any subcontractors for this project. 2 .3 R e le v a n t E x p e r ie n c e o f S u b -c o n s u lt a n t (s )/S u b -c o n t r a c t o r (s ): Corrige will not be using any subcontractors for this project. C2. Scooe of Services - Corriao RI-1) 2019-201•-JC PROJECT TITLE lEY - REQUIREMENTS Work Order Allocation - Notes Corrigo Response .:•-••- - •-:-,;,-,••:,_ •-;;-if,-•;1-•,_ ... _ , -?i•-_-,, ... , _ - ., _, • - . _.• --, .• C Cll a) CI) 2 CC ,... 0 LY- ' 0 E a) • ,._ ' .p • The solution provides work order management functionality for scheduling and allocating jobs for repairs, inspection, or breakdown with an ability to track work order completion for different assets, parts, and materials. The solution utilizes workflow settings to automate allocation of work orders based on rules configured during deployment with back office users able to change work order allocation settings as needed. C Work Order Tracking The solution helps users to track each work order via custom fields such as by due date, resource, company, priority, and work category. It helps users to maintain a history log for future reference. The solution allows users to track work orders via custom fields, dates, priority, resource, vendor, and work type. All history of work is maintained and accessible. Work Order Priority The solution helps the users/requester to create a priority of the work request. The solution can automate work order priority as configured during the deployment process or as setup by the back office users. Service Level Agreements can automate this process and priority can be locked down as needed to ensure proper SLAs are met. Work Order Automation Thlution helps users to monitor and automate the work orders by e so stages, parts ordering, labor, frequency and location. The solution can automate work orders by stages, parts and labor, frequency and location. Escalations can be automated for any work not meeting preconfigured SLAs. e PROJECT TITLE RF 2019-201-JC -,.,~--· -- --~--,----- -- -~----------·-·· ------ ,.. . . - . . - ·- -- .. -- --- ... - ---- ---------------~ -- EY R EQ UIRE M ENTS Notes { Corrigo Resp on se ' -~---------------------------------- --------------------------------------------------- --------------------------------------------------------- od c Q) E Q) » U e: U = Work Order Allocation I 4 The solution provides work order management functionality for scheduling and allocating jobs for repairs, inspection, or breakdown with an ability to track work order completion for different assets, parts, and materials. The solution utilizes workflow settings to automate allocation of work orders based on rules configured during deployment with back office users able to change work order allocation settings as needed. Work Order Tracking The solution helps users to track each work order via custom fields such as by due date, resource, company, priority, and work category. It helps users to maintain a history log for future reference. The solution allows users to track work orders via custom fields, dates, priority, resource, vendor, and work type. All history of work is maintained and accessible. Work Order Priority The solution helps the users/requester to create a priority of the work request. The solution can automate work order priority as configured during the deployment process or as setup by the back office users. Service Level Agreements can automate this process and priority can be locked down as needed to ensure proper SLAs are met. Work Order Automation The solution helps users to monitor and automate the work orders by stages, parts ordering, labor, frequency and location. The solution can automate work orders by stages, parts and labor, frequency and location. Escalations can be automated for any work not meeting preconfigured SLAs. I Work Order User Portal accessusers _ _ submitting The solution enables users to access a secure web-based portal with role-based to the forbmitting a request to be reviewed, approved and assigned. The requestors are notified of the status change. The solution allows role-based access to a secure web portal for work request submission. As work is reviewed, approved, and assigned the requester is automatically notified of change in work order status. C Task Maintenance Library _ The system enables users to create a library of tasks, templates, and libraries to be used to maintain assets. The solution enables users to create and maintain a library of tasks, templates, and procedures used for asset maintenance CD E _ CD 01 CU C CO 2 - I . ; Automatic E-mail! Push Notifications The solution helps users to send real-time automatic email notifications or maintenance request status when orders have been submitted, assigned, scheduled, updated, and closed. It enables users to send automated reminders, alerts, and notifications to the workers to whom the work order has been assigned and time allocated for performing the task assigned to them. The solution provides all requested features in this category and also allows configuration of automatic escalations for work not completed to standards configured by the back office. ...,_ -... Labour Resource Allocation The solution should automate request approval process for assignment of a work order to a technician at a specified time and location. The solution provides the requested functionality in this category, and additionaly allows the same automation for work to be sent to vendors. Inspection Sheet The solution should allow users to manage inspections and automatically generate work orders when inspection results fall outside established ranges. ITegaritides all requested functiona ity in this category and ties all inspection related work orders to that inspection allowing report generation with work orders, pictures, and other values from the inspection. Scheduling The solution should provide built-in calendar tools with an option to view and filter open work orders at a given period of time and also allow users to adjust calendar views to filter work by an employee, work order type, etc. The solutions provides all requested functionality in this category. • f i c Mobile Field Access The solution should provide mobile access through CMMS app to allow maintenance managers to view and access their work orders in real- time regardless of their physical location. The solutions provides all requested functionality in this category. iv Work Order User Portal The solution enables users to access a secure web-based portal with role-based access to the users for submitting a request to be reviewed, approved and assigned. The requestors are notified of the status change. The solution allows role-based access to a secure web portal for work request submission. As work is reviewed, approved, and assigned the requester is automatically notified of change in work order status. Task Maintenance Library The system enables users to create a library of tasks, templates, and libraries to be used to maintain assets. The solution enables users to create and maintain a library of tasks, templates, and procedures used for asset maintenance Automatic E-mail/ Push Notifications The solution helps users to send real-time automatic email notifications or maintenance request status when orders have been submitted, assigned, scheduled, updated, and closed. It enables users to send automated reminders, alerts, and notifications to the workers to whom the work order has been assigned and time allocated for performing the task assigned to them. The solution provides all requested features in this category and also allows configuration of automatic escalations for work not completed to standards configured by the back office. Labour Resource Aiiocation The solution should automate request approval process for assignment of a work order to a technician at a specified time and location. The solution provides the requested functionality in this category, and additionaly allows the same automation for work to be sent to vendors. Inspection Sheet The solution should allow users to manage inspections and automatically generate work orders when inspection results fall outside established ranges. fie solution provides all requested functionality in ifis category and Tes all inspection related work orders to that inspection allowing report generation with work orders, pictures, and other values from the inspection, Scheduling The solution should provide built-in calendar tools with an option to view and filter open work orders at a given period of time and also allow users to adjust calendar views to filter work by an employee, work order type, etc. The solutions provides all requested functionality in this category. Mobile Field Access The solution should provide mobile access through CMMS app to allow maintenance managers to view and access their work orders in real- time regardless of their physical location. The solutions provides all requested functionality in this category. 4.0 C CD E co cy) - co C " co Depreciation Methods The solution helps users calculate depreciation on assets using different depreciation methods such as straight-line, reducing balance, the sum of the years' digits depreciation or units of activity depreciation. The solution provides straight line depreciation, and can be configured to support other methods of calculation or integrate with systems that provide these calculations. —. MTBF (mean time between failure) Monitoring The solution allows users to monitor assets by MTBF (mean time between failure) of used capacity versus asset life. The solution can create reports to monitor MTBF and asset life. ....,,..43, CA ,i ' ' • < Asset Transactions - • . The solution helps real-time monitoring and reporting related to maintenance, location transfers, asset substitutions, loans, etc. for any fixed asset in a facility. The solutions provides all requested functionality in this category. ia X — i..L. s Cost Allocation The solution helps allocate costs to any asset by part, project, asset category, etc. for financial reporting purposes and to spread costs among departments or inventory items. The solutions provides all requested functionality In this categorj, - Inventory Tracking The system should allow users to track inventory costs from sourcing to installation and usage detail including deprivation and status of the component. The solutions provides all requested functionality in this category. 4.4 C E - 03) . CI) I C CO 2 Stockroom Management The solution helps users to manage multiple stock rooms by locations, assets, quantities, part locations, and incidents of usage. The solutions provides all requested functionality in this category. Cycle Counting 0 - The system should allow users to cycle count by components, facilities, and assets. The cycle counting capability can be used for stockroom . management, location control, and parts pooling. The solution does not have cycle counting functionality, _ .... Lot Control and Serialization The solution enables users to lot control and assign serial numbers by asset, location, and by part. The solutions provides all requested functionality in this category. C Q.) > C Multi-Site Inventory Management The solution enables users to search parts locally or across multiple sites or across multiple facilities. The solutions provides all requested functionality in this category. Inventory Transfers The system should allow users to transfer inventory between facilities, assets, assemblies, and components. The solutions provides all requested functionality in this category. Depreciation Methods The solution helps users calculate depreciation on assets using different depreciation methods such as straight-line, reducing balance, the sum of the years' digits depreciation or units of activity depreciation. The solution provides straight line depreciation, and can be configured to support other methods of calculation or integrate with systems that provide these calculations. MTBF (mean time between failure) Monitoring The solution allows users to monitor assets by MTBF (mean time between failure) of used capacity versus asset life. The solution can create reports to monitor MTBF and asset life. Asset:Transactions The solution helps real-time monitoring and reporting related to maintenance, location transfers, asset substitutions, loans, etc. for any fixed asset in a facility. The solutions provides all requested functionality in this category. Cost Allocation The solution helps allocate costs to any asset by part, project, asset category, etc. for financial reporting purposes and to spread costs among departments or inventory items. The solutions provides all requested functionality in this category. Inventory Tracking The system should allow users to track inventory costs from sourcing to installation and usage detail including deprivation and status of the component. The solutions provides all requested functionality in this category. Stockroom Management The solution helps users to manage multiple stock rooms by locations, assets, quantities, part locations, and incidents of usage. The solutions provides all requested functionality in this category. Cycle Counting The system should allow users to cycle count by components, facilities, and assets. The cycle counting capability can be used for stockroom management, location control, and parts pooling. The solution does not have cycle counting functionality. Lot Control and Serialization The solution enables users to lot control and assign serial numbers by asset, location, and by part. The solutions provides all requested functionality in this category. Multi-Site Inventory Management The solution enables users to search parts locally or across multiple sites or across multiple facilities. The solutions provides all requested functionality in this category. Inventory Transfers The system should allow users to transfer inventory between facilities, assets, assemblies, and components. The solutions provides all requested functionality in this category. #%.±e 14mt C CD E - a Automated Reorder Management/Spare Parts and Inventory Management The system should allow users to reorder spare parts automatically, based on usage, min/max order quantities or part lifecyc!e expectancy. The solutions provides all requested functionality in this category. - 4., C ell — CO CD co 2 'e rriC•Reports/Automatic Stock Out 1 Notifications & Alerts The solution should be capable of alerting users and send email notifications in case of low inventory levels or when order replenishment is required. The solutions provides all requested functionality in this category. " Preventive Maintenance The solution should provide functionality to predefined maintenance tasks, schedules, procedures, and processes against equipment breakdowns to help trim repair and replacement costs and ensure asset longevity. The solutions provides all requested functionality in this category. -- -4-, C CD E CD Predictive Maintenance The solution should provide proactive predictive maintenance functionality with the ability to track and monitor an asset usage and performance through trend analOisand condition-based monitoring to predict any faults beforehand and create appropriate maintenance schedule. The solutions provides all requested functionality in this category CO ct3 C (13 I Task Templates The solution should include a central repository of task templates for standard workflows, processes, and procedures and attach these to various assets to support maintenance activities. The solutions provides all requested functionality in this cateyth y CD C.) C CO C CD Maintenance Scheduling The solution supports scheduling functionality to create and define maintenance schedule based on date, time or any other condition with the option to schedule recurring maintenance activities such as inspections, repairs, updates, etc. The solutions provides all requested functionality in this category C • — CO Regulatory Compliance The solution helps users to gather information related to assets, facilities, and equipment for complying with regulatory compliance standards, health & safety standards, risk management, and environmental regulations. cater.,, Management Fault Management The system enables users to create alerts for faults occurring on assets including in-field equipment and reporting, meter reading, other problems occurring and recording for inspection forms. The solutions provides all requested functionality in this category. $ ...> t ¢ o -i Automated Reorder Management/Spare Parts and Inventory Management The system should allow users to reorder spare parts automatically, based on usage, min/max order quantities or part lifecycle expectancy. The solutions provides all requested functionality in this category. Stock Out Reports/ Automatic Notifications & Alerts The solution should be capable of alerting users and send email notifications in case of low inventory levels or when order replenishment is required. The solutions provides all requested functionality in this category. Preventive Maintenance The solution should provide functionality to predefined maintenance tasks, schedules, procedures, and processes against equipment breakdowns to help trim repair and replacement costs and ensure asset longevity. The solutions provides all requested functionality in this category. Predictive Maintenance The solution should provide proactive predictive maintenance functionality with the ability to track and monitor an asset usage and performance through trend analysis and condition-based monitoring to predict any faults beforehand and create approp riate maintenance schedule. The solutions provides all requested functionality in this category. Task Templates The solution should include a central repository of task templates for standard workflows, processes, and procedures and attach these to various assets to support maintenance activities. The solutions provides all requested functionality in this category. Maintenance Scheduling The solution supports scheduling functionality to create and define maintenance schedule based on date, time or any other condition with the option to schedule recurring maintenance activities such as inspections, repairs, updates, etc. The solutions provides all requested functionality in this category. Regulatory Compliance Management The solution helps users to gather information related to assets, facilities, and equipment for complying with regulatory compliance standards, health & safety standards, risk management, and environmental regulations. The solutions provides all requested functionality in this category. Fault Management The system enables users to create alerts for faults occurring on assets including in-field equipment and reporting, meter reading, other problems occurring and recording for inspection forms. The solutions provides all requested functionality in this category. à. £ «. -+.. A 2 . 4./ C CD E Document Management The solution should provide a centralized repository of information related to an organization's' maintenance operations, procedures with asset tagging, serialization, etc. and attach critical asset information such as warranties, price, contracts, safety guidelines, etc. to a word or excel document to enable easy access and sharing of such documents internally. The solutions provides all requested functionality in this category. - as co CD C as Labor Resource Directory The solution should allow users to create a centralized labor resource directory that stores information related to their skill sets, profile, work order history, etc. for optimized resource allocation and forecasting. The solutions provides all requested functionality in this category. E as L-. rz Budget Management The solution helps managing and forecasting budget for an asset by allowing users to track asset usage and depreciation. The solutions provides all requested functionality in this category. L.,.. CL Timecard and Calendar Management The solution should provide timecard and calendar management functionality with the ability to track time spent by labor on different maintenance activities including visibility into labor off-days. The solutions provides all requested functionality in this category. Work Order Summary the solution should provide a work order summary report with advanced analytical capabilities to analyze the work order history by date, department, and the person assigned to, type of work order, the location of the work order, etc. The solutions provides all requested functionality in this category. ._. Performance Reporting The solution should allow users to map asset performance against the predefined Service Level Agreements (SLAs) and targets with the capability to generate compliance reports on the basis of time consumed the cost incurred, level of completion, downtime etc. , , The solutions provides all requested functionality in this category. al . 1.. -., c te. Failure Analysis The solution should provide complete equipment break down reports through historical reporting of issues and statistics against equipment failure and costs incurred. The solutions provides all requested functionality in this category. 0 a cl.) W Asset Cost Utilization the solution should provide real-time information through reporting on the asset's current cost after deducting depreciation and enable users to make informed decisions related to replacement of the asset with correct asset consumption and accounting costs analytics. The solutions provides all requested functionality in this category. KPI (Key Performance Indicator) Creation The solution should allow users to create KPIs for all aspects of CMMS systems. It should facilitate the users to meet KPI for service level agreements (SLA's) and variances. The solutions provides all requested functionality in this category. Document Management The solution should provide a centralized repository of information related to an organization's' maintenance operations, procedures with asset tagging, serialization, etc. and attach critical asset information such as warranties, price, contracts, safety guidelines, etc. to a word or excel document to enable easy access and sharing of such documents internally. The solutions provides all requested functionality in this category. Labor Resource Directory The solution should allow users to create a centralized labor resource directory that stores information related to their skill sets, profile, work order history, etc. for optimized resource allocation and forecasting. The solutions provides all requested functionality in this category. Budget Management The solution helps managing and forecasting budget for an asset by allowing users lo track asset usage and depreciation. The solutions provides all requested functionality in this category. Timecard and Calendar Management The solution should provide timecard ·and calendar management functionality with the ability to track time spent by labor on different maintenance activities including visibility into labor off-days. The solutions provides all requested functionality in this category. Work Order Summary e solution should provide a work order summary report wI advanced analytical capabilities to analyze the work order history by date, department, and the person assigned to, type of work order, the location_of _the_work_order,_gtç. Performance Reporting Failure Analysis The solutions provides all requested functionality in this category. e solution should allow users to map asset performance against Ile predefined Service Level Agreements (SLAs) and targets with the capability to generate compliance reports on the basis of time C0nured,_the_COSt1Curred,_level of completion,_downtime,_eC.4-- The solution should provide complete equipment break down reports through historical reporting of issues and statistics against equipment failure and costs incurred. The solutions provides all requested functionality in this category. The solutions provides all requested functionality in this category. Asset Cost Utilization e solution Should provide real-Time information frough reporting on the asset's current cost after deducting depreciation and enable users to make informed decisions related to replacement of the asset with correct asset consumption and accounting costs analytics. The solutions provides all requested functionality in this category. KPI (Key Performance Indicator) Creation The solution should allow users to create KPls for all aspects of CMMS systems. It should facilitate the users to meet KPI for service level agreements (SLA's) and variances. The solutions provides all requested functionality in this category. Ca) E 1 CI) 1 as co , C.) CD Facility Condition Monitoring The solution helps users analyze facility/building conditions, prioritize investments and assess return on investment for smarter facilities decisions. The solutions provides all requested functionality in this category a J Space Tracking CI. The solution should allow users to effectively manage and utilize their space for storing material and parts inventory and forecast future space requirements. The solutions provides all requested functionality in this category. (/) , 1-- .= -..— _. Occupancy Reports The solution should provide a quick view of the space available throughout the facility and let users track and calculate vacant space, generate occupancy reports to utilize the space to meet specific requirements. The solution allows for reporting on all contacts occupying a yivai location. Vacant space calculation is not available at this time. . _ --- ----- C . E.a)• rm CO • C co 2 ‘... 0 V - C - CD CY) CD _0 CO Vendor Tracking The solution helps users to track vendors and assign work orders directly to them even if they are in-house or volunteers. It helps users to track the subcontractors, suppliers, and vendors associated with the respective facilities. The solutions provides all requested functionality in this category Barcode/Labeling Generation The solution helps generating barcodes or labels for inventory components. The solution does not produce the barcodes. It can read barcode labels using the native mobile application. We have recommended partners for physical labels. Multiple Data Label Generation The solution helps creating labels with multiple data on one label, such as location, barcode description, quantity and SKU number. The solution does not produce the barcodes. It can read barcode labels using the native mobile application. We have recommended partners for physical labels. Label Output Locations The solution provides output labels to single, multiple standalone or network printers. The solution does not produce the barcodes. It can read barcode labels using the native mobile application. We have recommended partners for physical labels. RFID Tags The solution helps creating RFID tags for components and can read and track RFID requirements. The solution can read RFID tags. It does not produce physical labels. We have recommended partners for these labels. Facility Condition Monitoring The solution helps users analyze facility/building conditions, prioritize investments and assess return on investment for smarter facilities decisions. The solutions provides all requested functionality in this category. Space Tracking The solution should allow users to effectively manage and utilize their space for storing material and parts inventory and forecast future space requirements. The solutions provides all requested functionality in this category. Occupancy Reports The solution should provide a quick view of the space available throughout the facility and let users track and calculate vacant space, generate occupancy reports to utilize the space to meet specific requirements. The solution allows for reporting on all contacts occupying a given location. Vacant space calculation is not available at this time. e a .a.oe Vendor Tracking The solution helps users to track vendors and assign work orders directly to them even if they are in-house or volunteers. It helps users to track the subcontractors, suppliers, and vendors associated with the respective facilities. The solutions provides all requested functionality in this category. Barcode/Labeling Generation The solution helps generating barcodes or labels for inventory components. The solution does not produce the barcodes. It can read barcode labels using the native mobile application. We have recommended partners for physical labels. Multiple Data Label Generation The solution helps creating labels with multiple data on one label, such ¡The_ solution does not produce the barcodes. It can read barcode labels as location, barcode description, quantity and SKU number. using the native mobile application. We have recommended partners for physical labels. Label Output Locations The solution provides output labels to single, multiple standalone or network printers. The solution does not produce the barcodes. It can read barcode labels using the native mobile application. We have recommended partners for physical labels. RFID Tags The solution helps creating RFID tags for components and can read and track RFID requirements. The solution can read RFID tags. It does not produce physical labels. We have recommended partners for these labels. i Material Tracking The solution should enable users to track and locate parts/materials inventory across the facility and display availability updates on the dashboard. The solutions provides all requested functionality in this category. 1.1) E 1:: CO Cl) CFI 4.4 Audit Trail The solution should provide complete audit logs for an asset related to material consumption, performance, maintenance work orders, transfer between different teams. The solutions provides all requested functionality in this category. "d CD 2 2 Hazardous Material Tracking The solution should be able to report on a material's expiry date, if it is a hazardous material and ensure EHS compliance through regular reporting of asset's performance. The solutions provides all requested functionality in this category. 4-, C CD Item Classification The solution helps users attribute item master down to SKU level, lot control, stackable, reserved or allocated, multi-location, etc. The solutions provides all requested functionality in this category. E a) tu) CD C Allocations Material p The solution should allow users to allocate hard/soft materials by project, facility, work order, and quantity. The solutions rovides all reuested functionalit in this categor q y y. CD M CA CD T.: al Material & Parts Management I he solution helps users to manage matenaraTid parts inventory, material orders and receipts, material moves, and material adjustments. It helps to associate parts used with work orders, enabling users to order parts for work orders and schedule and forecast work orders The solutions provides all requested functionality in this category. Real-Time Status Updates The solution should display in real-time the status of resources and inventory that are available in a specific location along with the equipment status. The solutions provides all requested functionality in this category. c a) E - a) - Ch cts c CO 2 —V. 0 t. a) .11., C a) , • • 6f-, Job Order Routing Management The solution should allow users to create, monitor and edit work routing for job orders. The solutions provides all requested functionality in this category Service Request Creation The solution should allow users to create service request ticket and assign to the individuals for execution. The solutions provides all requested functionality in ti ii. cc Maintenance Requests The solution should allow users to create and schedule maintenance requests. The solutions provides all requested functionality in this category. M a te ria l T ra c k in g The solution should enable users to track and locate parts/materials inventory across the facility and display availability updates on the dashboard. The solutions provides all requested functionality in this category. Audit Trail The solution should provide complete audit logs for an asset related to material consumption, performance, maintenance work orders, transfer between different teams. The solutions provides all requested functionality in this category. Hazardous Material Tracking The solution should be able to report on a material's expiry date, if it is a hazardous material and ensure EHS compliance through regular reporting of asset's performance. The solutions provides all requested functionality in this category. Item Classification The solution helps users attribute item master down to SKU level, lot control, stackable, reserved or allocated, multi-location, etc. The solutions provides all requested functionality in this category. Material Allocations Material & Parts Management The solution should allow users to allocate hard/soft materials by project, facility, work order, and quantity. fe solution Tlps users To manage material and parts inventory, material orders and receipts, material moves, and material adjustments. It helps to associate parts used with work orders, enabling users to order parts for work orders and schedule and forecast work orders The solutions provides all requested functionality in this category. The solutions provides all requested functionality in this category. Real-Time Status Updates The solution should display in real-time the status of resources and inventory that are available in a specific location along with the equipment status. The solutions provides all requested functionality in this category. Job Order Routing Management The solution should allow users to create, monitor and edit work routing for job orders. The solutions provides all requested functionality in this category. Service Request Creation The solution should allow users to create service request ticket and assign to the individuals for execution. The solutions provides all requested functionality in this category. Maintenance Requests The solution should allow users to create and schedule maintenance requests. The solutions provides all requested functionality in this category. ±: .. \ a) Asset & Equipment c.) Tracking U CD 4—• The solution enables users to track, monitor, and manage all the assets and equipments related information in real-time such as time and money spent on equipment maintenance. The solution helps users to track where they are located, which departments use them, their frequency of use and when they need to be repaired or replaced, throughout the asset lifecycle. The solutions provides all requested functionality in this category :.1 4-4 C +6 (I) ' Asset Performance 0 E Management E a) CL CF) The solution helps users to identify underutilized and poor-performing facilities, assets, processes, and resources through proactive and reactive reporting. It allows users to categorize assets by class, facility, and location. The solutions provides all requested functionality in this category .— = ca c Asset Lifecycle cr CD Lu 2 Management & 06 Monitoring a) The solution should allow users to manage asset deployment, specifications, monitoring, calibration, costing and track asset and location data through asset lifecycie functionality. The solutions provides all requested functionality in this category U 4,-4.-: _s4,,,..4 , TECHNICAL ,,, , :.-- , .„.,, . ,-,4 -,. .:1-•_::::‘4, , ..... REQUIREMENTS ,,- • -., - "---'---- ...,,, Ch Mobile Integration The solution supports integration with other mobile platforms and voice integration with other systems and resident EAM or CMMS system. The solutions provides all requested functionality in this category. C 0 :i'm L.• C13 Data Import/Export The solution allows users to import/export data into the software and to external systems. The solutions provides all requested functionality in this categoi y , Accounting The solution integrates with the users' accounting and financial systems to facilitate data exchange related to cost for equipment, labor or vendor and facilitate invoicing process. The solutions provides all requested functionality in this category . CD E Hosted Installation .y. The system is available as a hosted, Software as a Service (SaaS) offering. The solutions provides all requested functionality in this categor o CI. CI) Mobile The system provides mobile platform access for iOS, Android, or other mobile devices. The solutions provides all requested functionality in this category. CI _ 2-. Asset & Equipment Tracking The solution enables users to track, monitor, and manage all the assets and equipments related information in real-time such as time and money spent on equipment maintenance. The solution helps users to track where they are located, which departments use them, their frequency of use and when they need to be repaired or replaced, throughout the asset lifecycle. The solutions provides all requested functionality in this category. Asset Performance Management The solution helps users to identify underutilized and poor-performing facilities, assets, processes, and resources through proactive and reactive reporting. It allows users to categorize assets by class, facility, and location. The solutions provides all requested functionality in this category. Asset Lifecycle Management & Monitoring The solution should allow users to manage asset deployment, specifications, monitoring, calibration, costing and track asset and location data through asset lifecycie functionality. The solutions provides all requested functionality in this category. Mobile Integration The solution supports integration with other mobile platforms and voice integration with other systems and resident EAM or CMMS system. The solutions provides all requested functionality in this category. Data Import/Export The solution allows users to import/export data into the software and to external systems. The solutions provides all requested functionality in this category. Accounting The solution integrates with the users' accounting and financial systems to facilitate data exchange related to cost for equipment, labor or vendor and facilitate invoicing process. The solutions provides all requested functionality in this category. Hosted Installation The system is available as a hosted, Software as a Service (SaaS) offering. The solutions provides all requested functionality in this category. Mobile The system provides mobile platform access for iOS, Android, or other mobile devices. The solutions provides all requested functionality in this category. ? o. m ci) ci) = u., File Type The solution helps support multiple file types such as HTML, XLS, CST, Rich Media, ASCII, Web Services, multiple API's, etc. The solutions provides all requested functionality in this category. Wireless Networking Requirements The solution provides Wireless/Bluetooth/Mobile/Tablet support. The solutions provides all requested functionality in this category. Platform Support The solution provides support for different platforms such as Oracle, Windows, Linux, MS-SQL, and AIX. The solutions provides all requested functionality in this category. . CD (.) C CU C a) 1-, c — CD Maintenance Contracts Does the vendor offer maintenance contracts for supported software to ensure updates, upgrades, and services are regularly received? — - Yes On-site Maintenance Does the vendor provide on-site maintenance support? Yes — . - ,........—...., cn CD 0 a) Cf) CS) C Lim Implementation Services Does the vendor offer software implementation services including solution evaluation and installation to minimize the on-premise expertise required to implement the solution? Yes Training Does the vendor offer training services, classes, or other instructional services? Is there a cost associated to this? Yes, the deployment fee can be found in the cost proposal. Additional on going support is part of the annual subscription. Ongoing meetings with a Client Success Executive are also included. Z U) C C 0 File Type The solution helps support multiple file types such as HTML, XLS, CST, Rich Media, ASCII, Web Services, multiple API's, etc. The solutions provides all requested functionality in this category. Wireless Networking Requirements The solution provides Wireless/Bluetooth/Mobile/Tablet support. The solutions provides all requested functionality in this category. Platform Support The solution provides support for different platforms such as Oracle, Windows, Linux, MS-SQL, and AIX. The solutions provides all requested functionality in this category. Maintenance Contracts Does the vendor offer maintenance contracts for supported software to ensure updates, upgrades, and services are regularly received? Yes On-site Maintenance Does the vendor provide on-site maintenance support? Yes Does the vendor offer software implementation services including Implementation Services [solution evaluation and installation to minimize the on-premise expertise required to implement the solution? Yes Training Does the vendor offer training services, classes, or other instructional services? Is there a cost associated to this? Yes, the deployment fee can be found in the cost proposal. Additional on going support is part of the annual subscription. Ongoing meetings with a Client Success Executive are also included. £ f • $cs ,'f·-.,;. t TAB 1 T A B 1 TABLE OF CONTENTS Tab 1: Cover Letter & Minimum Qualifications Reauirements PAGE 1.1 Cover Letter 3 1.2 Proposal Certification Form (Appendix A-1) 4 1.3 Questionnaire & Requirements Affidavit (Appendix A-2) 5 Tab 2: Experience & Qualifications PAGE 2.1 Organizational Chart: 9 2.2 Relevant Experience of the Prime Proposer. 10 City of Fresno County of Alameda City of Gouchland 2.3 Relevant Experience of Sub-consultant(s)/Sub-contractors 13 Tab 3: Scope of Services PAGE C.2 Scope of Services 14 a) Work Order Management b) Fixed Asset Management c) Inventory Management d) Maintenance Management e) Program Management f) Reporting g) Facilities & Space Management h) Vendor Management i) Project Management & Tracking j) Labeling k) Ticket Management I) Asset & Equipment Life Cycle Management TABLE OF CONTENTS Tab 1: Cover Letter & Minimum Qualifications Requirements 1.1 Cover Letter 3 1.2 Proposal Certification Form (Appendix A-1 ) .4 1.3 Questionnaire & Requirements Affidavit (Appendix A-2) 5 Jab 2: Experience & Qualifications PAGE 2.1 2.2 2.3 Organizational Chart: 9 Relevant Experience of the Prime Proposer: 1 O City of Fresno County of Alameda City of Gouchland Relevant Experience of Sub-consultant(s)/Sub-contractors 13 Tab 3: Scope of Services C.2 Scope of Services 14 a) Work Order Management b) Fixed Asset Management c) Inventory Management d) Maintenance Management e) Program Management f) Reporting 9) Facilities & Space Management h) Vendor Management i) Project Management & Tracking j) Labeling k) Ticket Management I) Asset & Equipment Life Cycle Management $° + TABLE OF CONTENTS (Continued) Tab 4: Approach & Methodology PAGE Corrigo ASCEnD Deployment Methodology 23 a) Technical Requirements b) System Features c) System Implementation Approach d) Cloud Based Features e) Project Timeline f) Communication Plan g) System Testing and Troubleshooting h) Training & Technical Support i) Quality Assurance Procedures j) Maintenance & Ongoing Support Tab 5: Cost Proposal PAG E 1 Cost Proposal Form (Appendix D) 48 TABLE OF CONTENTS (Continued) Tab 4: Approach & Methodology Corrigo ASCEnD Deployment Methodology 23 a) Technical Requirements b) System Features c) System Implementation Approach d) Cloud Based Features e) Project Timeline f) Communication Plan g) System Testing and Troubleshooting h) Training & Technical Support i) Quality Assurance Procedures j) Maintenance & Ongoing Support Tab 5: Cost Proposal 1 Cost Proposal Form (Appendix D) 48 COVER LETTER June 5th 2019 Mr. Jason Crouch Procurement Contracting Officer Procurement Department 1755 Meridian Avenue 3rd Floor Miami Beach, FL 33139 Re: RFP 2019-201-JC To Jason Crouch: Regarding your request for proposal, Corrigo is excited for the opportunity to provide the City of Miami Beach with a Computerized Maintenance Management System. Having worked with the City of Fresno, Alameda County, and Goochland County, we believe a partnership with the City of Miami Beach will have an enormous impact on the operational efficiency, insight, and long-term planning for the Property Management Department. Enclosed you will find our proposal as outlined in your RFP 2019-201-JC dated May 8, 2019. Corrigo creates industry-leading, cloud-based software for facilities managers and service providers. Corrigo Enterprise is relied on around the world to optimize processes and planning at all types of facilities in dozens of industries, building in efficiencies throughout the value chain. Facilities leaders enjoy powerful vendor management tools with intelligent procurement, end-to-end work order management, and a full complement of technician management and asset management tools. All activities within the facilities management process feed a powerful analytics engine at Corrigo's core, producing elevated business insight for intelligent action. We believe that our response meets the requirements as outlined in the City of Miami Beach RFP 2019-201-JC. Thank you for the opportunity to submit this proposal. We look forward to presenting to the committee for review and evaluation. Please do not hesitate to contact Corrigo with any questions regarding our proposal. Sincerely, Kevin Eaton National Sales Director Corrigo COVER LETTER June 5th 2019 Mr. Jason Crouch Procurement Contracting Officer Procurement Department 1755 Meridian Avenue 3rd Floor Miami Beach, FL 33139 Re: RFP 2019-201-JC To Jason Crouch: Regarding your request for proposal, Corrige is excited for the opportunity to provide the City of Miami Beach with a Computerized Maintenance Management System. Having worked with the City of Fresno, Alameda County, and Goochland County, we believe a partnership with the City of Miami Beach will have an enormous impact on the operational efficiency, insight, and long-term planning for the Property Management Department. Enclosed you will find our proposal as outlined in your RFP 2019-201-JC dated May 8, 2019. Corrige creates industry-leading, cloud-based software for facilities managers and service providers. Corrigo Enterprise is relied on around the world to optimize processes and planning at all types of facilities in dozens of industries, building in efficiencies throughout the value chain. Facilities leaders enjoy powerful vendor management tools with intelligent procurement, end-to-end work order management, and a full complement of technician management and asset management tools. All activities within the facilities management process feed a powerful analytics engine at Corrigo's core, producing elevated business insight for intelligent action. We believe that our response meets the requirements as outlined in the City of Miami Beach RFP 2019-201-JC. Thank you for the opportunity to submit this proposal. We look forward to presenting to the committee for review and evaluation. Please do not hesitate to contact Corrige with any questions regarding our proposal. Sincerely, Kevin Eaton National Sales Director Corrigo 'BEACH APPENDIX Al - PROPOSAL CERTIFICATION FORM This document is a REQUIRED FORM that must be submitted fully completed and executed. FAILURETO SUBMITTHE PROPOSAL CERTIFICATION FORM WITH ITS P ROPOSALSHALL RESULT IN THE PROPOSAL BEING DEEMED NON-RESPONSIVE. Solicitation No: 2019-201-JC Solicitation Title: Computerized Maintenance Management System Procurement Contact: Jason Crouch Tel: 305-673-7000 Email: JasonCrouch@MiamiBeachFL.Gov PROPOSER'S NAME: Corrigo NO. OF YEARS IN BUSINESS: 20 NO. OF YEARS IN BUSINESS LOCALLY: NO. OF EMPLOYEES:120 OTHER NAME(S) PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: N/A FIRM PRIMARY ADDRESS (HEADQUARTERS):8245 SW Tualatin Sherwood Road CITY:Tualatin STATE:OR ZIP CODE:97062 TELEPHONE NO.: TOLL FREE NO.:877-267-7440 FAX NO.: 503-907-6003 FIRM LOCAL ADDRESS: CITY: STATE: ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Kevin Eaton, National Sales Director ACCOUNT REP TELEPHONE NO.:919-605-7054 ACCOUNT REP TOLL FREE NO.: ACCOUNT REP EMAIL:kevin.eaton@corrigo.com FEDERAL TAX IDENTIFICATION NO.: Except as stipulated in General Condition 36, Proposer agrees: to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all specifications, attachments, exhibits and appendices and the contents of any Addenda released hereto; to be bound, at a minimum, to any and all specifications, terms and conditions contained herein or Addenda; that the Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; that proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; that all responses, data and information contained in the proposal are true and accurate. Name of Proposer's Authorized Representative:LYLE NEWKIRK Title of Proposer's Authorized Representative:EVP FINANCE Signature of Proposer's Authorized Representative: Date: MIAM/BEACH APPENDIX A1- PROPOSAL CERTIFICATION FORM This document is a REQUIRED FORM that must be submitted fully completed and executed. FAILURE TO SUBMIT THE PROPOSAL CERTIFICATION FORM WITH ITS PROPOSALSHALLRESULTIN THE PROPOSAL BEING DEEMED NON-RESPONSIVE. Solicitation No: Solicitation Title: 2019-201-JC Computerized Maintenance Management System Procurement Contact: Tel: I Email: Jason Crouch 305-673-7000 JasonCrouch@MiamiBeachFL.Gov PROPOSER'S NAME: Corrigo NO. OF YEARS IN BUSINESS: 20 I NO. OF YEARS IN BUSINESS LOCALLY: I NO. OF EMPLOYEES:120 OTHER NAME(S) PROPOSER HAS OPERATED UNDER IN THE LAST 10 YEARS: N/A FIRM PRIMARY ADDRESS (HEADQUARTERS):8245 SW Tualatin Sherwood Road CITY:Tualatin STATE:OR I ZIP CODE:97062 TELEPHONE NO.: TOLL FREE NO..877-267-7440 FAX NO.: 503-907-6003 FIRM LOCAL ADDRESS: CITY: STATE: I ZIP CODE: PRIMARY ACCOUNT REPRESENTATIVE FOR THIS ENGAGEMENT: Kevin Eaton, National Sales Director ACCOUNT REP TELEPHONE NO..919-605-7054 ACCOUNT RER TOLL FREE NO.: ACCOUNT REP EMAIL:kevin.eaton@corrigo.com FEDERAL TAX IDENTIFICATION NO.: Except as stipulated in General Condition 36, Proposer agrees: to complete and unconditional acceptance of the terms and conditions of this document, inclusive of this solicitation, all specifications, attachments, exhibits and appendices and the contents of any Addenda released hereto; to be bound, at a minimum, to any and all specifications, terms and conditions contained herein or Addenda; that the Proposer has not divulged, discussed, or compared the proposal with other Proposals and has not colluded with any other proposer or party to any other proposal; that proposer acknowledges that all information contained herein is part of the public domain as defined by the State of Florida Sunshine and Public Records Laws; that all responses, data and information contained in the proposal are true and accurate. Name of Proposer's Authorized Representative:L YLE NEWKIRK Title of Proposer's Authorized Representative:EVP FINANCE Signature of Proposer's Authorized Representative: Date: Name of Proposer 's Authorized Representative: LYLE NEWKIRK Title of Proposer 's Authorized Representative: EVP OF FINANCE Signature of Proposer 's Authorized Representative: Date: BEACH APPENDIX A2 - QUESTIONNAIRE AND REQUIREMENTS AFFIDAVIT FORM The purpose of this Proposal Certification, Questionnaire and Requirements Affidavit Form is to inform prospective Proposers of certain solicitation and contractual requirements, and to collect necessary information from Proposers in order that certain portions of responsiveness, responsibility and other determining factors and compliance with requirements may be evaluated. Attach any requested information. 1. Veteran Owned Business. Is Proposer claimin• a veteran owned business status? YES NO SUBMITTAL REQUIREMENT: Proposers claiming veteran owned business status shall submit a documentation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal government, as required pursuant to ordinance 2011-3748. 2. Conflict Of Interest. All Proposers must disclose, in their Proposal, the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Proposers must disclose the name of any City employee who owns, either d irectly or indirectly, an interest often (10%) percent or more in the Proposer entity or any of its affiliates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates 3. References & Past Performance. Proposer shall attach at least three (3) references for whom the Proposer has completed work similar in size and nature as the work referenced in solicitation. SUBMITTAL REQUIREMENT: For each reference submitted, the following information is required: 1) Firm Name, 2) Contact Individual Name & Title, 3) Address, 4) Telephone, 5) Contact's Email and 6) Narrative on Scope of Services Provided. 4. Suspension, Debarment or Contract Cancellation. Has Proposer ever been debarred, suspended or other legal violation, or had a contract cancelled due to non-performance b any public sector agency? YES x NO SUBMITTAL REQUIREMENT: If answer to above is EYES," Proposer shall submit a statement detailing the reasons that led to action(s). 5. Vendor Campaign Contributions. Proposers are expected to be or become familiar with, the City's Campaign Finance Reform laws, as codified in Sections 2-487 through 2-490 of the City Code. Proposers shall be solely responsible for ensuring that all applicable provisions of the City's Campaign Finance Reform laws are complied with, and shall be subject to any and all sanctions, as prescribed therein, including disqualification of their Proposals, in the event of such non-compliance. SUBMITTAL REQUIREMENT: Submit the names of all individuals or entities (including your sub-consultants) with a controlling financial interest as defined in solicitation. For each individual or entity with a controlling financial interest indicate whether or not each individual or entity has 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. 6. Code of Business Ethics. 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") and submit that Code to the Procurement Department with its proposal/response or within five (5) days upon receipt of request. The Code shall, at a minimum, require the Proposer, to comply with all applicable governmental rules and regulations including, among others, the conflict of interest, lobbying and ethics provision of the City of Miami Beach and Miami Dade County. SUBMITTAL REQUIREMENT: Proposer shall attach its Code of Business Ethics. In lieu of submitting Code of Business Ethics, M I A MIBEACH A P P EN D I X A 2 - Q U E S TIO N N A IR E A N D R EQ U IR EM E N TS A FF ID A V IT FO R M The purpo se of this Proposal C ertification, Q uestionnaire and R equirem ents Affi davit Form is to info rm prospective Proposers of certain solicita tion an d contractual requirem ents, and to collect necessary info rm ation from Proposers in order that certain portions of responsivene ss, responsibility and other determ ining factors and com pliance w ith requirem ents m ay be evaluated. Attach any requested info rm a tio n. Name of Proposer's Authorized Representative: LYLE NEWKIRK Title of Proposer's Authorized Representative: EVP OF FINANCE Signature of Proposer 's Authorized Representative: Date: 1. Veteran Owned Business. Is Proposer cl aiT ng a r teran ow ned business status? ]Yes F o SU BM ITT AL REQUIREMENT: Proposers claim ing veteran ow ned business status shall subm it a docum entation proving that firm is certified as a veteran-owned business or a service-disabled veteran owned business by the State of Florida or United States federal govern m ent, as required pursuant to ordi nan ce 2011-3748. 2. Conflict Of Interest. All Pro posers m ust discl ose, in their Pro posal, the nam e(s) of any officer, director, agent, or im m ediate fam ilym em ber(spouse, parent, sibling, and child)w ho is also an em ployee of the City of M iam i Beach. Further, all Pro posers m ust disclose the nam e of any C ity em ployee w ho ow ns, either directly or indirectly, an interest often ( 10%) percent or m ore in th e Pro poser entity or any of its affi liates. SUBMITTAL REQUIREMENT: Proposers must disclose the name(s) of any officer, director, agent, or immediate family member (spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Proposers must also disclose the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the Proposer entity or any of its affiliates 3. R eferen ces & Past Perf orm ance. Proposer shall attach at least three (3) references fo r w hom the Pro poser has com pleted work sim ila r in size and nature as th e work referen ced in solici tation. SU B M ITT A L R EQ U IR EM EN T : For each reference subm itted, the fo llow ing info rm ation is required: 1) Firm N am e, 2) Contact Individual N am e & T itle, 3) Address, 4) T elephone, 5) C ontact's Em ail and 6) N arrative on Scope of Serv ices Provided. 4. Suspen sion, Debarm ent or C ontract Cancellation. Has Proposer ever been debarred, suspended or other legal violation, or ha d a contract cancelled due to non-perform r ce bl any public sector agency? ]Ys F No SU B M ITT A L R EQ U IR EM EN T: If answ er to above is "YES," Proposer shall subm it a statem ent detailing the reasons that led to action (s ). 5. V en do r C am paign C ontrib utions. Pro posers are expected to be or becom e fam iliar w ith, the City 's Cam paign Finance R efo rm law s, as codified in Sections 2-487 through 2-490 of the C ity C ode. Proposers shall be solely responsible fo r ensuring that all ap p licable provisions of the C ity's C am paign Finance R efo rm law s are com plied w ith, and shall be subject to any and all sa n ctions, as prescribed therein, including disqualification of their Pro posals, in the event of such non-com pliance. SU B M ITT A L R EQ U IR EM EN T : Subm it the nam es of all individuals or entities (including your sub-consultants) w ith a controlling financial interest as defined in solicitation. For each individual or entity w ith a contro lling financial interest indica te whether or not each individual or entity has contributed to the cam paign either directly or indire ctly, of a candidate w ho has been elected to the off ice of M ayor or C ity C om m issioner fo r the C ity of M iam i Beach. 6. C od e of Business Ethics. Pursuant to C ity R esolution No.2000-23879, each person or entity that seeks to do business w ith the C ity shall adopt a C ode of Business Ethic s ("C ode") and subm it that Code to the Pro curem ent Departm ent w ith its propo sal/response or w ithin five (5) days upon receipt of request. T he C ode shall, at a m inim um , re quire the Pro poser, to com ply w ith all applicable govern m ental rules and regulations including, am ong others, the conflict of interest, lobbying and ethics pro visio n of the C ity of M iam i Beach and M iam i D ade C ounty. SUBMITTAL REQUIREMENT: Prop o ser shall attach its C ode of Busine ss Et hic s. In lie u of submi tting C ode of Bu sin ess Ethic s, by resolution, elect not to index the living wage rate in any particular year, if it determines it would not be fiscally sound to implement same (in a particularyear). . „ nce and procedures/ - BEACH Proposer may submit a statement indicating that it will adopt, as required in the ordinance, the City of Miami Beach Code of Ethics, available at http://ww.miamibeachfl.qovicity-hall/procurement/brocurement-related-ordinance-and-procedures/ benefits. 2. Effective January 1, 2019, covered employees must be paid a living wago rate of no less than $11.70 per hour with health care benefits ofat least$2.7/1per hour, ora living wage rate of no leas than $1/1.11per hourwithout health care benefits. e- .e. • • e: -e. e . -e • .e: :e -e !!e- benefits. compliance portal, portal, LCP Tracker (LCPTracker.net). e:: . : : •t. .e: :••:• . ::.•. 8. Equal Benefits for Employees with Spouses and Employees with Domestic Partners. When awarding competitively solicited contracts valued at over $100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more calendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business with the City of Miami Beach, who are awarded a contract pursuant to competitive proposals, 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 Contractor who work within the City limits of the City of Miami Beach, Florida; and the Contractor'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 employees? PC YES NO C. Please check all benefits that apply to your answers above and list in the "other" section any additional benefits not already specif ed. 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 Firm Provides for Employees with Spouses Firm Provides for Employees with Domestic Partners Firm does not Provide Benefit Health x x Sick Leave x x Family Medical Leave x x Bereavement Leave x x If Proposer cannot offer a benefit to domestic partners because of reasons outside your control, (e.g., there are no insurance providers in your area willing to offer domestic partner coverage) you may be eligible for Reasonable Measures compliance. To 7. MIAM/BEACH Pro poser m ay subm it a statem ent indicating that it will adopt, as required in the ordinance, the City of Miami Beach Code of E th ics , available athttp:l/www.m iamibeachff.gov/city-hall/procurement/orocurement-related-ordinance-and-proced ures/ Livi ng a ge. Pur suant to Se cti on 2-408 of the City of Miami Beach Code, as sam e may be amen ded from tim e to time, cov ered em ploye es sh all be paid th e required living wa ge rat es lis ted below 4 Effec tive Jan uary 1,2018, covere d empl oyees must be paid a living wage rate of no less than $11.62 per hour with health care ben efits ofatleast$2.26perh our,or a livi ng wage rat e ofnoles sthan $13.88 per h ou r-with out he alth care benefits. 2. Effe ctiv e Jan uary 1, 2019, covered empl oyees mu st be paid a living wage rate ofno l oss than $11.70 per hour with health care bene fits ofatleast$2.74 per hour, or alivi ng wage rat e ofnoless than$14.44 per hour-withou t health care benefits. 3. Effe ctiv e Jan uary 1,2020, cov ered employ ees mu st be paid a living wage rat e ofno less than $11.78 per hour with health care ben efits ofatle ast$3.22per-h our,ora livi ng wagerateofno less than$ 15.00 per-h our with out he alth care benefits. Th e livi n g wa ge rat e and heal th care benef its rate ma y, byResolution of the City Commis sion be indexed annually for inflation usi ng tho Con sumer Pri ce Ind ex for all Urban Cons um ers (CP I-U) Miami/Ft. Lauderdale, issued by tho U.S. Department of Labor's Bure au of Labor St atistics. Notwith stan ding tho preceding, no annual index sh all exceed three percent (3%). Th e City may also, by resolu tion, ele ct not to index th e livi ng wa ge rate in any particular year, if it determin es it would not b e fiscally sound to im plem ent sam e (in a particularyear). Prop osers' failur e to compl y with this provision shall be doomed a material broach under this prop osal, und er which tho City may, at its solo option , imm ediately deem said Pro poser as non-re sp on sive, and may furth er sub ject Prop oser- to addi tional penal ties and fines, as provi ded in the City's- Livin g- 'a ge Ordinan c e, as am end ed. Further inform ation on tho Livi ng a ge requirement is availabl e at http://ww w.mi amibeach fl.go#ci ty hall/'o rac uram entr acuramen tral atedordinanc e and -proc edures! ny payroll request made by the City durin g the con tract term shall be com pleted electroni cally via the City's electronic com plia nce portal, LÇP Track er (LCPTr a cker .ne t) SUB MI TT AL R EQUIREM EN T: Indicat e below that Prop oser agrees to the living wage req uirem en t. Fail ure to agr ee shall resultin _1..en" 8. Equal Benefits for Em ployees with Spouses and Em ployees with Dom estic Partners. W hen awarding competitively solicited contracts valued at over $100,000 whose contractors maintain 51 or more full time employees on their payrolls during 20 or more ca lendar work weeks, the Equal Benefits for Domestic Partners Ordinance 2005-3494 requires certain contractors doing business w ith the City of Miam i Beach, who are awarded a contract pursuant to competitive proposals, to provide "Equal Benefits" to their em ployees with dom estic partners, as they provide to em ployees with spouses. The Ordinance applies to all employees of a Contractor who work within the City lim its of the City of Miam i Beach, Florida; and the Contractor's employees located in the United States, but outside of the City of Miam i Beach lim its, who are directly performing work on the contract within the City of M iami Beach. A. Does your com pany provide or offer access to any benefits to employees with spouses or to spouses of employees? 7vs Io B. Does your com pany provide or offer acce ss to any benefits to employees with (same or opposite sex) domestic partners• or to dom estic partners of em ployees? · )vs Io 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 beca use 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 Firm Provides for Firm Provides for Firm does not Em ployees with Employees with Provide Benefit Spo uses Domestic Partners Health X X Sick Leave X X Fam ily Medical Leave x X Bereavem ent Leave x X If Proposer cannot offer a benefit to domestic partners because of reasons outside your contro l, (e.g., there are no insurance providers in your area willing to offer dome stic partn er coverage) you may be eligible for Reason able Measures compliance. To 4:1,1BEACH comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached) with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at httpliwww.miamibeachfi.gokity-halltrocurementiorocurement-related-ordinance-and- procedures/ 9. Public Entity Crimes. Section 287.133(2)(a), Florida Statutes, as currently enacted or as amended from time to time, states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit proposals, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list. SUBMITTAL REQUIREMENT: Proposer agrees to the requirements of Section 287.133, Florida Statutes, and certifies it has not been placed on convicted vendor list. Failure to agree shall result in proposal disqualification. x YES NO 10. Non-Discrimination. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business 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. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. Failure to agree shall result in proposal disqualification. YES NO 11. 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 official City travel to the states of North Carolina and Mississippi, as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. Failure to agree shall result in proposal disqualification. ' YES NO 12. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code, the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices, and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statementon an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: Proposer certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Proposer 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 Remainder of Page Intentionally Left Blank MI AM IBE A CH comply on this basis, you must agree to pay a cash equivalent and submit a completed Reasonable Measures Application (attached) with all necessary documentation. Your Reasonable Measures Application will be reviewed for consideration by the City Manager, or his designee. Approval is not guaranteed and the City Manager's decision is final. Further information on the Equal Benefits requirement is available at http:1/INWW.miamibeachfl.gov/city-hall/procurement/orocurement-related-ordinance-and- procedures] 9. Public Entity Crimes. Section 287.133(2)(a), Florida Statutes, as currently enacted or as amended from time to time, states that a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal, proposal, or reply on a contract to provide any goods or services to a public entity; may not submit a proposal, proposal, or reply on a contract with a public entity for the construction or repair of a public building or public work; may not submit proposals, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017forCATEGORY TWO fora period of36 months following the date of being placed on the convicted vendor list. SU B M ITT A L R EQ U IR EM EN T: Proposer agrees to the requirements of Section 287.133, Florida Statutes, and certifies it has not been placed on convicted vendor list. Failure to agree shall result in proposal disqualification. Ivs Jo 10. Non-Discrimination. Pursuant to City Ordinance No.2016-3990, the City shall not enter into a contract with a business 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. SUBMITTAL REQUIREMENT: Proposer agrees it is and shall remain in full compliance with Section 2-375 of the City of Miami Beach City Code. Failure to agree shall result in proposal disqualification. E ]vs Io 11. 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 official City travel to the states of North Carolina and Mississippi, as well as the purchase of goods or services sourced in North Carolina and Mississippi. Proposer shall agree that no travel shall occur on behalf of the City to North Carolina or Mississippi, nor shall any product or services it provides to the City be sourced from these states. SU B M ITT A L R EQ U IR EM EN T: Proposer agrees it is and shall remain in full compliance with Resolution 2016-29375. Failure to agree shall result in proposaldisqualifiçation. Ives Jo 12. Fair Chance Requirement. Pursuant to Section 2-376 of the City Code, the City shall not enter into any contract resulting from a competitive solicitation, unless the proposer certifies in writing that the business has adopted and employs written policies, practices, and standards that are consistent with the City's Fair Chance Ordinance, set forth in Article V of Chapter 62 of the City Code ("Fair Chance Ordinance"), and which, among other things, (i) prohibits City contractors, as an employer, from inquiring about an applicant's criminal history until the applicant is given a conditional offer of employment; (ii) prohibits advertising of employment positions with a statement that an individual with a criminal record may not apply for the position, and (iii) prohibits placing a statement on an employment application that a person with a criminal record may not apply for the position. SUBMITTAL REQUIREMENT: Proposer certifies that it has adopted policies, practices and standards consistent with the City's Fair Chance Ordinance. Proposer 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. E Ivs Io Remainder of Page Intentionally Left Blank 13. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation. This Acknowledgement of Addendum section certifies that the Proposer has received all addendum released by the City pursuantto this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confirm Receipt Initial to Confirm Receipt Initial to Confirm Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 Remainder of Page Intentionally Left Blank 13. Acknowledgement of Addendum. After issuance of solicitation, the City may release one or more addendum to the solicitation which may provide additional information to Proposers or alter solicitation requirements. The City will strive to reach every Proposer having received solicitation through the City's e-procurement system, PublicPurchase.com. However, Proposers are solely responsible for assuring they have received any and all addendum issued pursuant to solicitation. This Acknowledgement of Addendum section certifies that the Pro poser has received all addendum released by the City pursuant to this solicitation. Failure to obtain and acknowledge receipt of all addenda may result in proposal disqualification. Initial to Confirm Initial to Confirm Initial to Confirm Receipt Receipt Receipt Addendum 1 Addendum 6 Addendum 11 Addendum 2 Addendum 7 Addendum 12 Addendum 3 Addendum 8 Addendum 13 Addendum 4 Addendum 9 Addendum 14 Addendum 5 Addendum 10 Addendum 15 Remainder of Page Intentionally Left Blank ASCeND+ Corrigo's implementation Methodology Pre-Project Prep Assessment specification Configuration Engagement Implementation Methodology: ASCEnD corrigo• ©2018 Corrigo Incorporated 9 ±:: "::° • o 0 tot £ s i o £ 8 0 0 5 8 ASCEnD+ METHODOLOGY After years of ASCeND There is ASCeND+ Leveraging our Experience Since 1999 to • Deliver Faster • Deliver More Intelligently — Deliver With More Tools — Deliver with More Standards • Deliver More Robustly • Deliver Repeatable, Customized Solutions • Ensure The Client is Ready and Capable to Own Their Solution ©2018 Corrigo Incorporated T. corrigu ( .±i. :- corrigo Afte r ye a rs o f A S C e N D - Th e re is A S C eN D + L e ve ra ging o ur Ex pe rie nc e S inc e 19 9 9 to • Deliver Faster • Deliver More Intelligently - Deliver With More Tools - Deliver with More Standards • Deliver More Robustly • Deliver Repeatable, Customized Solutions • Ensure The Client is Ready and Capable to Own Their Solution 2018 Corrigo Incorporated Configuration Project Prep I Assessment Specification Phase Gate Phase Gate Support - - Phase Gate Go-Live .4... corrigo° ASCEnD+ Enhances With Work Streams and Phase Gates Akataitagesembaw-.14,AaA ••• Engagement1 Deployment 1=1 Work Stream minis ra ion an• ange anagemen .....44,.., 1m1 -z--_m im I cm I . . --isimag im ystem (Mil" gura icfw--.Alillik—Tillairdnill."1111b. =I I - . - 1=I -- AMPIPIW =II An0-4,_..- 1 -iiiir 7-111.1.0.1r—Ven•or n•oar•ing 1111I I .1=I - 2:.,,3 11•i Repo ing --. . ... 1= I 11M1 1 ISM Masie7Dbla CAIRO .Phae. Gate Phase Gate rocess 1= I .041P-rojecaeamTraining All111111=- 1= I ccoun esign an ef`g Design I= Testing im ©2018 Corrigo Incorporated o 0.0 gs - I . . Work Streams and Phase Ga es 11111101111ftiallik Work Stream Phase Gate A Work Stream is a Logical Grouping of Activities that Produce a Result Work Streams are Included or Excluded For Your Corrigo Project Scope Phase Gates are Check Points To Evaluate Progress, Alignment, and Deliverables Our Phase Gate Ensures Quality and Consistency at Each Phase of the Project 02018 Corrigo Incorporated corrigu .1. ·e-· :- corrigo Work Stream Phase Gate A Work Stream is a Logical Grouping of Activities that Produce a Result Work Streams are Included or Excluded For Your Corrigo Project Scope Phase Gates are Check Points To Evaluate Progress, Alignment, and Deliverables Our Phase Gate Ensures Quality and Consistency at Each Phase of the Project ©2018 Corrigo Incorporated Phase 2. corrigu Purpose • Ensure Best Practices Are Being Used to Deliver Projects • Ensure Repeatable Process With High Impact Outcomes for Every Corrigo Project How - Define Project into Logical Groupings of Activities • Continuously Improve Tools to Improve Project Delivery ©2018 Corrigo Incorporated ¢ -d- ·e-- :° corrigo Purpose • Ensure Best Practices Are Being Used to Deliver Projects • Ensure Repeatable Process With High Impact Outcomes for Every Corrige Project How • Define Project into Logical Groupings of Activities • Continuously Improve Tools to Improve Project Delivery @2018 Corrigo Incorporated Pha Z. corrigu Purpose Ensure Consistency and Quality of Solution Design Ensure Corrigo Development is Aware of Each Clients Unique Needs How • Ensure .Methodology and Tools are Being Used • Check Quality and Completeness of Deliverables at End of Phase • Exceptions Process to Leverage Our Thought Leaders For Your Unique Needs ©2018 Corrigo Incorporated .±±:. r' corrigo Purpose • Ensure Consistency and Quality of Solution Design " Ensure Corrigo Development is Aware of Each Clients Unique Needs How • Ensure Methodology and Tools are Being Used • Check Quality and Completeness of Deliverables at End of Phase • Exceptions Process to Leverage Our Thought Leaders For Your Unique Needs @2018 Corrigo Incorporated • Delivered By Work Streams • Delivered by Delivery Team Work Streams Phase Gates • Quality Review • Experts Put Best Thinking into Client Solution 1.7 High Qua* Robust Implementation • Corrigo Best Practices • Meets Client's Unique Needs Client System Engineering • New Needs and Requirements Are Passed to Engineering for Consideration for Future Releases Work Streams corrigu Purpose How Ensure Consistent Delivery of Corrigo for All Clients Leverage Corrigo Best Practices In Deployment - Work Stream Best Practices are Created By Corrigo Work Stream Experts and Built into Methodology - Work Streams Are Supported By Standardized Deliverables Available Through Methodology - Work Streams Defined By Deliverables and Optionally By Project Phase • Work Streams Effectiveness are Evaluated in Phase Gates ©2018 Corrigo Incorporated ,, .±±:. +; corrigo P urpose • Ensure Consistent Delivery of Corrigo for All Clients • Leverage Corrigo Best Practices In Deployment • Delivered By Work Streams • D eliver ed by Delivery Team ~'< E lmpiementation • Corrigo Best Practices • Meets Client's Unique Needs • Quality Review • Experts Put Best Thinking into Client Solution How EEA ' ..... ... • Work Stream Best Practices are Created By Corrigo Work Stream Experts and Built into Methodology SEI ET • New Needs and j Requirements Are Passed to Engineering for Consideration for Future Releases • Work Streams Are Supported By Standardized Deliverables Available Through Methodology • Work Streams Defined By Deliverables and Optionally By Project Phase • Work Streams Effectiveness are Evaluated in Phase Gates 2 018 C orri go Incorporated corrigo Phases and Work Streams Defined . " • r 1,, • ; corrigoe Project Phases — Deliverables and Assets II4*Lmmi.om=mim.11.1:= Introductions Assessment of Client and Work Shops Fully Configured System Complete Open Testing Stabilization Initiation Meeting Solution Process and System Design Integrations or Live Integration Training Production Turn-Over ProjectTeamTraining Proposed Solution Approach Data CollectionUnderway Plans Live System Ready Project Closure Base Scope Final Project Scope Testing and Sign Off Design Go-Live & SupportPlanning Deliverables • Milestone Plan • Scope Definition • Solution Approach • Project Team Members Assets That May Help • SOW Templates • Integration Templates • Project Initiation Deck Deliverables • Assessment Report/Presentation based on findings and sign-off from the customer's Project Manager (Scope, Risks, Solution Approach, Project Team, Project Stakeholders, Data Cleaning Strategy) • Trained Project Team • Project Plan • Avalara SOW • Integration SOWs Staging Instance Created Workshop Schedule Raw Data for Straw Man Phase Gate Sign Off Assets That May Help • Integration Templates • SOW Templates • System Request DB • Team Training Materials Deliverables • To-Be Process Flows • Agreed to Straw Man System • Specification of Integration • Data Templates Nearing Complete • Testing Schedule • Training Plan • Phase Gate Sign-Off Assets That May Help • Work Shop Guides • Example Process Flows • Standard Integration Use Cases • Corrigo Instructions • Training Approach Deck • Testing Templates Deliverables • Testing Sign Off • Training Schedule • Approved Vendor Comm's • Vendor Webinar Dates • Reports List • Cutover Milestones • Phase Gate Sign Off Assets That May Help • Smart Sheet Testing Templates • XLS Testing Templates • Vendor Onboarding Package Deliverables • Live Instance Ready • Client Updated Training Materials • Trained Users • Cutover Started • Go Live Support Plan • Phase Gate Sign Off Assets That May Help • Standard Training Materials • Go-Live Readiness Template • Go/No-Go Decision Meeting Examples Deliverables • Cutover Complete • Healthy System Usage and vendor use compliance • Transition into On-Going Customer Support activities Phase Gate Sign Off Assets That May Help • Final System Description • On-Going Support Transition Document 02018 Corrigo Incorporated ±j - Project Phases corrigo Deliverables and Assets pg , , 1!1111!11111 >. E:£>, ,.. l e ~- le>, Introductions Initiation Meeting Project Team Training Base Scope Assessment of Client and Solution Proposed Solution Approach Final Project Scope Work Shops Process and SystemDesign Data Collection Underway Fully Configured System lntegrationsorlivelntegration Plans Testing and Sign Off Design iinine Complete Open Testing Training Live System Ready Go-Live & Support Planning p"- ' ' d Stabilization Production Turn-Over Project Closure Deliverables Milestone Plan Sc o pe Def in ition Solution Approach Proje ct Te am M e m b e rs Assets That May Help SOW Templates Integration Templates Project Initiation Deck Deliverables Deliverables Deliverables Deliverables Deliverables Assessment To-Be Process Flows Testing Sign Off Live Instance Ready Cutover Complete Report/Presentation based on Agreed to Straw Man Syst Training Schedule Client Updated Training Healthy System Usage and fin d ing s an d sign-off fro m th e Specification of Integration Approved Vendor Comm's Materials vendor use compliance customer's Project Manager Data Templates Nearing Vendor Webinar Dates Trained Users Transition into On-Going (Scop e , Risks, So lu tio n Complete Reports List Cutover Started Customer Support activities Approach, Project Team, Tes ting Schedule Cutover Milestones Go Live Support Plan Phase Gale Sign Off Project Stakeholders, Data Training Plan Phase Gate Sign Off Phase Gate Sign Off Cleaning Strategy) Phase Gate Sign-Off Trained Project Team Project Plan Assets Tat May Help Avalara SOW Assets Ttat May Help Assets That May Help Final System Description Integration Sows W ork Shop Guides Smart Sheet Tes ting Assets Tat May Help On-Going Support Transition Staging instance Created Example Process Flows i Templates Standard Training Materials Document Workshop Schedule Standard Integration Use XLS Testing Templates Go-Live Readiness Template Raw Data for Straw Man i Cases Vendor Onboarding Go/No-Go Decision Meeting Phase Gate Sign Off Corrigo Instructions Package Examples Training Approach Deck Assets That May Help Testing Templates Integration Tempi ates ' SOW T emplales ¡ System Request DB Team Training Materials l - -- -- -- ·-....._ ~-- --- --- ·-~·- --------- ~------- )2018 Corrigo Incorporated Phase Objectives r corrigu • To gather data and define the primary scope of services and action items required to bring a customer live and achieve successful customer use of the CorrigoPro Network To translate our findings related to Work Order process, training needs, and site and vendor communication requirements into an Assessment Report. While the report does not seek to describe all service deliverables; it is used to document agreement on fundamental workflow and usage scenarios, system configuration, and deployment scheduling. ©2018 Corrigo Incorporated 1- ·?e-- :° corrigo • To gather data and define the primary scope of services and action items required to bring a customer live and achieve successful custome r use of the CorrigoPro Network • To translate our findings related to Work Order process, training needs, and site and vendor communication requirements into an Assessment Report. While the report does not seek to describe all service deliverables; it is used to document agreement on fundamental workflow and usage scenarios, system configuration, and deployment scheduling. 02018 Corrigo Incorporated Master Data • Initial Data Call for Raw Data for Straw man • Data Clean Up Started • Ensure SOW/Contract is In Place • Contact Munis and VFA to Set Up Project Meeting Integration Design • Define Integration Scope • Ensure SOW/Contract Is in Place Testing • Collect Vendor Master Data :L . e -r:* corrigo" Assessment Phase Work Streams Aft Account Administration and Change Management • Roles and Responsibilities • Project Goals • Project Plan • Success and Risk Factors • Project Team Meetings Scheduled • High Level Project Plan • Project Goals • Success and Risk Factors • Phase Gate Sign Off ..ircommoommom Process Design and System Configuration • Pre-Deployment Questionnaire • As-Is Process (if available) WP1111111111111111111111 • Copies of xis ng Reports • Rough Testing Scope Cutover • No Activity • Training Population Assessment 02018 Corrigo Incorporated A cco un t A dm i ni str a tion and C hange M an agem ent .. , .. -.~_- .... ,'~ ~.- ,.,..., Master Data y la L .±± » :° corrigo • Project Goals • Project Plan • Success and Risk Factors • Project T earn Meetings Scheduled • High Level Project Plan • Project Goals • Success and Risk Factors • Phase Gate Sign Off pon • Initial Data Call for Raw Data for Straw man • Data Clean Up Started .-s---g es.-s l ! - Integrations a.- a, o • Ensure SOW /Contract is In Place • Contact Munis and VFA to Set Up Project Meeting ts oeNotate » ti t Mi ehe ii Pr oce ss D e sign an d S ystem Con figurat ion • Pre -Deployment Questionnaire • As-ls Process (if available) Integration Design as ........_ u«rore«e Vendor On-Boarding ------- --= - .... - ·-- • Define Integration Scope • Ensure SOW /Contract Is in Place ···- Testing • » • Rough Testing Scope • Collect Vendor Master Data _.... ·--~· Cutover aase, a „s r • No Activity 9%y- Reporting - Il I - -- 1 • Training Population Assessment "see9wMi PF» Ma 1 eeer wee em woaae wee meet et mi tie Trai nin g a. o mao ne ne • Copies ot Existing Reports 02018 Corrigo Incorporated Specification Phase 0 • jective corrigo* • To gather all data from customer necessary for Go-Live, including but not limited to: customers, users and vendors To agree on the desired workflow, incorporating the CorrigoPro Network • To finalize all technical specifications necessary for "Go-Live" including the design of data integration interfaces, Knowledgebase setup and system configuration settings - To provide a Sandbox instance, including a sample of the conversion data, for the project team to begin using - To identify any additional change management issues e.g. language barriers, cultural barriers, union issues 02018 Corrigo Incorporated ·ij- corrigo • To gather all data from custom er necessary for Go-Live, including but not lim ited to: customers, users and vendors • To agree on the desired w orkflow , incorpora ting the CorrigoPro Network • To finalize all technical specifications necessary for "Go-Live" including the design of data integration interfaces, K nowl edgeba se setup and system confi guration setting s • To provide a Sandbox instance, incl uding a sam ple of the conversion data, for the project team to begin using • To identify any additional change managem ent issues e.g. language barriers, cultural barriers, union issues 02018 Corrigo Incorporated Specification Phase Work Streams 411' corrigu Account AdrrunitratIon and Chang o Management • Prepare and execute kick-On workshops Project overview delivered by member executive sponsor • Product and deployment overview team training • Revise assessment report and deployment plan based on workshop results and/or data integration requirements • Checklist of activities, owners, due cafes, and durations for all major items leading up to Go-Live • Phase Gate Sign Off • Build Sand Box Instance and Straw man • Hold Design Workshops and Update Visio work flow diagram to incorporate CorrigoNet • Test applications • Identify and document configuration settings (Features, Workflow, Roles) Configuration Workshop and/or Build Staging Environment • Define Operations Center SOPs and SLAB (optional — depending on contract) !L • Data Clean Up Complete or Near Completion • Data Templates Nearing Completion IMMIMMIIMIN 1 Integration Design • Fully specify and test data integration requirements • Design extraction, transfer, and receipt applications • Conduct Avalara Meeting • Attend Avalara Webinar • Build Avalara System (Stage or Live based on contract) • Initiate Tax Code Identification Vendor On-Boarding • Testing Schedule • Begin Discussions With Vendor Team • Vendor Data Supplied • Generate a Formal Go-Uve Check List Draft • Custom-Report Specifications • Training Plan 02018 Corrigo Incorporated +±: ·:::° • corrigo Kcount Administrat ion and Chan go Management - • Prepare and execute kick-off workshops Project overview delivered by member executive sponsor • Product and deployment overview team training • Revise assessment report and deployment plan based on workshop results and/or data integration requirements • Checklist ot activities, owners, due dates, and durations for all major items leading up to Go-Live • Phase Gate Sign Off Master Data • Data Clean Up Complete or Near Completion Proce ss [Jes4gn and system Contquration a..a.. /0A,e"a.gr" ata,ti. morar e î J • Data Templates Nearing Completion easer" "ev e Avalara - o- - l • Conduct Avalara Meeting • Attend Avalara Webinar • Build Avalara System (Stage or Live based on contract) • Initiate Tax Code Identification • Build Sand Bo x Ins tan ce and Straw m an • Hold Design Workshops and Update Visio work fiow diagram to incorporate CorrigoNet • Test applications • Identify and document configuration settings (Features, Workftow, Roles) Configuration Workshop and/or Build Staging Environment • Define Operations Center SOPs and SLAs (optional - depending on contract) Integration Design a. a.tat..aa.test.aaaaasaan etereo e e aree a • Fully specify and test data integration requirements • Design extraction, trans fer, and receipt applications -e.a e Watt o coot Vendor On-Boarding _ we • Begin Discus sio ns With Vendor Team • Vendor Data Supplied mus ea, o ar Reporting - • Custom Report Specifications Testing a remet. a.a. • Testing Schedule tte ata «#taces 1 ~ l -~~-~~- 1 w ' { • Cutovel a . as.aa.a aat.ta .atoa.att a .a ,r aes. a.ge • Generate a Formal Go-Live Check List Draft Training e e .li e. • Training Plan . seo aes « atresia«« gis w «et »o« rareo wtattro.yeseraarere.oee 02018 Corrigo Incorporated ; configuration,_ Phase Objectives Aign corrigu To correctly configure a Test & Validation instance with all customer-specific data including, users, units, and vendors Ensure that all customer-specific data is accurate and complete - Ensure that data integration applications and interfaces are operational and function correctly (or there is an agreed to alternative approach) ©2018 Corrigo Incorporated .±±:. +;: corrigo • To correctly configure a Test & Validation instance with all customer-specific data including, users, units, and vendors • Ensure that all customer-specific data is accurate and complete • Ensure that data integration applications and interfaces are operational and function correctly ( or there is an agreed to alternative approach) 02018 Corrigo Incorporated corrigu Configuration Phase Work Streams Account Administration and Change Management • Phase Gate Sign Off Process Design and System Configuration • Update Process Flows Based on Testing • • Review Solution Design With Corrigo Review Team (if non-standard) Vendor On-BOarding • Set-Up Vendors Collect vendor data and validate vendor contactinformation • Select Vendor Webinar Dates • Complete and Approve Vendor Letter, Vendor System Invite and Vendor Onboarding Deck Master Data • Finalize Master Data Collection • Load Data into Stage (optional) and Live • Fully Configured and Tested Avalara Staging Environment • Request Schedule Avalara Stage Converted to Avalara Live (if STG used) Integration Design • Deploy and Test Integrations in STG • Complete Testing and Resolve Bugs • Sign Off Testing Reporting • Final List of Initial Reports • Custom Report Specs Written • Custom Report SOWS Signed Cutover • Define Cutover Milestones • Map Users to Training Modules/Schedule • Communicate Training Schedule to Users • Identify Standard Corrigo Training For Baseline ©2018 Corrigo Incorporated Training A c c o u n t A d m in is tra tio n a n d C h a n g e M a n a g e m e n t - • Phase Gate Sign Off Master Data e • Finalize Master Data Collection • Load Data into Stage (optional) and Live ·#j. corrigo Process Design and System Configuration .• e, ,____ •• tor o,a t, - • Update Process Flows Based on Testing . • Review Solution Design With Corrigo Review Team (if non-standard) Vendor On-Barding ~ ••<-·----·--·· - -·---·--·--------------,--------~-, rrraeewe he e.oeee #epit oeoes ta valaras a tite te. tt e toe • Fully Configured and Tested Avalara Staging Environment • Request Schedule Avalara Stage Converted to Avalara Live (if STG used) • Set-Up Vendors Collect vendor data and validate vendor contactinformation • Select Vendor Webinar Dates • Complete and Approve Vendor Letter, Vendor System Invite and VendorOnboarding Deck Integration Design """"'"-~- -- -- ~ - 4 l s.-- • Deploy and Test Integrations in STG Testing • Complete Testing and Resolve Bugs • Sign Off Testing - Reporting Iene e ho.e • Final List of Initial Reports • Custom Report Specs Written •Custom Report SOWS Signed C~ver __ _ __ • • "- _ _ _ _ _ Training • a tare wc • Define Cutover Milestones ~ j ...,.....,.., :.ac..,_,..·••••::;:.··•"i;:..,,.r;.,.J I, I I • Map Users to Training Modules/Schedule i • Communicate Training Schedule to Users _, ,,_.,.,,_.,,.....,...,..., ,.,., j • Identify Standard Corrigo Training For Baseline meeeeere esneer mere mes wr" roes mm: me e ae 02018 Corrigo Incorporated Engagement Phase Objective To ensure the live Instance is properly prepared for Go-live To ensure end-users have been properly trained To address any remaining issues prior to Go-Live • Migrate data to final production environment • Providers Invited to CorrigoPro Network ©2018 Corrigo Incorporated .±i:. ·;: corrigo • To ensure th e live Instan ce is prop e rly prep ar e d for Go-live • To ensure end-users have been properly trained • To address any rem aining issues prior to Go-Live • M igra te data to final production environm ent • Providers Invited to C orrigoPro Netw ork 02018 Corrigo Incorporated corrigu Engagement Phase Work Streams Procoss Design and.System Configuration • Live instance is Signed Off As Configured • Verify Production Environment Integration Design • Complete Additional Testing for Late Delivered Integrations • Develop training materials • Sign Off on Training Deliverables • Train the Project Team That Will Train the Users • Project Team Trains the Users • Custom Reports Tested and Signed Off • Custom Reports Moved to Live - Account Administration and Change Management • Document any inconsistencies as Open Issues and/or Risks • Go/No Go Meeting(s) • Resolve issues with Strategic Account Manager • Resolve issues identified during trial validation - Phase Gate Sign Off Master Data • All Data Is Loaded — Is there a Delta Load Required 11:21111.11.1111.0111W • Convert Avai—ra STG to Bye Vendor On-Boarding • Execute Vendor Onboarding Webinar • Initiate vendor On-Boarding Initial vendor contact • Creation, scheduling and sending of webinar invitations/Invites to service Vendors • Trial Validation Activities Utilize actual data during training activities • Define Final Cutover Plan • Define Go-Live Support Plan • Outline Special Instructions for Support Team for transition after Go-Live Support 02.018 Corrigo Incorporated #j. corrigo • Go/No Go Meeting(s) • Resolve issues with Strategic Account Manager • Resolve issues identified during trial validation • Phase Gate Sign Off Master Data nea..a.a.g.a.a.a..aaaat.aaaa.a.a.a. a • All Data Is Loaded - Is there a Delta Load Required Avalara gg. , .J ........._-vu«no • Convert Avalara STG to Live ¡ } '- t' ·- _--,.- ...... .,__ _¡ L Process Design a nd .S y st e m C o nfig ura tio n - ---------------------- -· er an"rotate, , tit.ct .ar ate ere ewe ate see"seep . d, ..es tea. . I • [ivelnstâííèe-is"Sigñëcföít"Asê:oofigúred· · ~- - · ·- -- -~ · t ! · Complete Additional Testing for Late Delivered Integrations • Verify Production Environment l • ""· •• · ..,......,,._ ., , . _ " so» #» tot e l I • Trial Validation Activities Utilize actual data during training activities lee Inte grat ion D e si gn LL Testing a.aa. „.a.Ga.a.a.ana.a.sa.as a.as..a.a.a.as.a.a aaa.asa arase in Vendor On -Bo arding - - Execute Vendor On boar ding Webinar • Initiate vendor On-Boarding Initial vendor contaci • Creation, scheduling and sending of webinar invitations/invites to service Vendors Cutover .ere-re • Define Final Cutover Plan • Define Go-Live Support Plan • Outline Special Instructions for Support T earn for transition after Go-Live Support - Reporting .. a. • Custom Reports Tested and Signed Off • Custom Reports Moved to Live ! { • Develop training materials } j • Sign Off on Training Deliverables } ] ·Train the Project Team That Wi ll Train the Users • l • Project T earn Trains the Users ,,..,,, .,.,....,.. ,,,! !!,,,,.,...,. .,.- __ Training a g. i-. e e ree otite"e eme e 02018 corrigo Incorporated Deployment Phase Objectives corrigu Ensure that all pre-requisite Go-live activities have been successfully completed • Obtain formal approval and sign-off from the customer allowing its sites to be fully operational on the CorrigoPro Network • Go-Live: Full cutover of specified customer sites to the CorrigoPro Network system and business processes • Achieve vendor compliance ©2018 Corrigo Incorporated 1. •• r- corrigo • Ensure that all pre-requisite Go-live activities have been successfully completed • Obtain formal approval and sign-off from the customer allowing its sites to be fully operational on the CorrigoPro Network • Go-Live: Full cutover of specified customer sites to the CorrigoPro Network system and business processes • Achieve vendor compliance 02018 Corrigo Incorporated Deployment Phase Work Streams corrigo' Account Administration and Change Management • Provide CorrigoPro Network webinars to vendors • Obtain formal go-live approval and sign-off from client contact • Post-Go-Live monitoring of activities and solicitationof feedback to ensure proper usage and development of healthy habit by all users Follow-up with customercontact • Conduct Steering Committee meeting • Initiate process monitoring and reporting Process Design and System Configuration •Troubleshoot bugs: Test and Resolve Vendor On-Boarding • Update Client's Vendor Page (optional) • Transition Vendor Roll Responsibilities to Client Reporting • Provide CorrigoPro Network webinars to vendors Master Data • Finalize Master Data Collection • Load Data into Stage (optional) and Live • Fully Configured and Tested Avalara Staging Environment •Avalara Stage Converted to Avalara Live ARonwetee,,w-a- Integration Design Cutover • After Stabilization of System - Implement cutover Formally hand over support function to Account Manager and Customer Support Services I • Evaluate if follow on training is required and schedule it V2018 Corrigo Incorporated A c c o u n t A d m in is tra ti o n a n d C h a n g e M a n a g em en t -- - $+ ¢ + 'tg · Provide Corri4oP • Obtain formal go-live approval and sign-off from client contact • Post-Go-Live monitoring of activities and solicitationof feedback to ensure proper usage and development of healthy habit by all users Follow-up with customercontact • Conduct Steering Committee meeting • Initiate process monitoring and reporting Master Data o % ·E::. :- corrigo , l - • Finalize Master Data Collection • Load Data into Stage (optional) and live Avalara Process Design and System Configuration e • Fully Configured and Tested Avalara Staging Environment , • Avalara Stage Converted to Avalara Live hao" I • Troubleshoot bugs: Test and Resolve Vendor On-Boarding --~------ .......... -----·---•·-~---•--·• .:., • Update Client's Vendor Page (option al) • Transition Vendor Roll Responsibilities to Client Reporting -.-- - • Provide CorrigoPro Network webinars to vendors I i i one. 9au serrer' + I ¡ REN"#" Integration Design otee"ere e t,1)CZl :;,,r,:; Q 1;...__::;;_:, . t xz.a_~liß:n...Ç!.Z?hZJ.AA- - $14.-4.@C!!O ;¿¡. s• e:;¡.wr :oca ::--:::-:: . ¥#0! -~.,_,~ Testing _ _ a e i ¡ em er Cutover • ,gig • After Stabilization of System - Implement cutover Formally hand over support function to Account Manager and Customer Support Services Training e,e mv l Í • Evaluate if follow on training is required and schedule it ai"tNdnttrii .ht hoot"tot.a. 02018 Corrigo Incorporated • t4+ 4.1•••• ••• corrigo Roles and Responsibilities corrigu Corrigo Process Experts Client Project Lead • Owns Corrigo business processes Coordinate in-client activities, such as work shops, training sessions etc. Drives Process change per Corrigo Model Work with Corrigo Lead to ensure client tasks are completed on time • Designs Enhancements Requests to Submit to Corrigo Development if Escalate in-client issues • Drives Customers Blue Print and Signs Off on Straw man and process flows for Required Corrigo Project Lead Corrigo • Coordinates In-Corrigo activities, such as integrations, custom reports, etc. Client Power User(s) (Work Order Process, Finance Escalates in-Corrigo issues • Process, Vendor Management Process) Drives Solution Design • Owns Client Business Process Corrigo Analyst • Sign's Off Blue Print, Testing and Training forClient • Drives Data Set-Up in Corrigo • Assists in Specification of Interfaces Assists in Process Documentation • Assists in Specification of Custom Reports Steering Committee members Conducts Testing and Training at Go-Live • Will Own System Processes and Administration After Go-Live Broadcast strategy, prioritization, issue resolution within Client Organization Client System Administrator • Assists in Data Collection Assists in Data Conversion for Import to Corrigo ©2018 Corrigo Incorporated .±±:. t- corrigo Corrigo Process Experts • Owns Corrigo business processes Drives Process change per Corrigo Model • Designs Enhancements Requests to Submit to Corrigo Development if Required Drives Customer's Blue Print and Signs Off on Straw man and process flows for Corrigo Client Power User(s) (Work Order Process, Finance Process, Vendor Management Process) Owns Client Business Process Sign's Off Blue Print, Testing and Training forClient Assists in Specification of Interfaces Assists in Specification of Custom Reports Conducts Testing and Training at Go-Live Will Own System Processes and Administration After Go-Live Client Project Lead Coordinate in-client activities, such as work shops, training sessions etc. Work with Corrigo Lead to ensure client tasks are completed on time Escalate in-client issues Corrigo Project Lead Coordinates In-Corrigo activities, such as integrations, custom reports, etc. Escalates in-Corrigo issues Drives Solution Design Corrigo Analyst Drives Data Set-Up in Corrigo Assists in Process Documentation Steering Committee members Broadcast strategy, prioritization, issue resolution within Client Organization Client System Administrator Assists in Data Collection Assists in Data Conversion for Import to Corrigo ©2018 Corrigo Incorporated Buy in on approach/strategy by Client Management Uiiderstanding and Agreement • Public Communication and Support Client Project lead • Coordinate in-client activities, such as data gathering, work shops, training sessions etc. • Work with Corrigo PM to ensure in-client tasks are completedon time • Escalate in-client issues Power User(s) to cover all Corrigo functional areas (Work Order Mgt, Finance, Vendor• Mgt) • Understand Detailed System Process • Update Training Materials • Train Users System Administrator • Understand the Set Up and Data Maintenance for the System • Drive New Customer On Boarding to Corrigo Process • Can Configure Customer Portals ©2018 Corrigo Incorporated Buy in on approach/strategy by Client Management Understanding and Agreement • Public Communication and Support Client Project lead • Coordinate in-client activities, such as data gathering, work shops, training sessions etc. • Work with Corrigo PM to ensure in-client tasks are completedon time Escalate in-client issues Power User(s) to cover all Corrigo functional areas (Work Order Mgt, Finance, Vendor Mgt) • Understand Detailed System Process Update Training Materials Train Users System Administrator • Understand the Set Up and Data Maintenance for the System Drive New Customer On Boarding to Corrigo Process Can Configure Customer Portals ©2018 Corrige Incorporated Client Power User Role _ow 4. corrigo' Client expert ibr a functional area: • Implementation: Client Process expert and Learning Corrigo Process Sample Power User Activities: • Assists blueprint/specification, test and training • Solves Corrigo Process issues locally • Contacts Corrigo Support If Required • Initiates and implements enhancements with CorrigoAccount/Project Manager • Communication, communication, communication • Training for Users / Providers Requirements: • Strong Business Process knowledge • At least one backup for vacation and sickness • Good analytical skills ©2018 Corrigo Incorporated .±±:. ·;: corri go· Client expert for a functional area: Implementation: Client Process expert and Learning Corrigo Process Sample Power User Activities: • Assists blueprint/specification, test and training • Solves Corrigo Process issues locally Contacts Corrigo Support If Required Initiates and implements enhancements with CorrigoAccount/Project Manager • Communication, communication, communication • Training for Users / Providers Requirements: • Strong Business Process knowledge At least one backup for vacation and sickness Good analytical skills €2 018 Corrigo Incorp orated Client System Administrator Role (Data Maintenance Specialist) Client Local Data Model Expert • Assists in Data Collection, Cleanup and Loading Into Corrigo • Production Data Support Sample System Administrator Tasks • Assists blueprint/specification, test and training (where they learn data) • Solves Corrigo data issues locally including Onboarding New Accounts into Corrigo • Can Configure Customer Portals • Contacts Corrigo Support If Required • LearnsAbout Corrigo Configuration and Supports Power Users in Enhancements • Communication, communication, communication • Trains People on Data Load Request Processes Requirements: • Strong Analytical and Data Management Skills • At least one backup for vacation and sickness • Good process knowledge ©2018 Corrigo Incorporated corrigo• ##- corrigo Client Local Data Model Expert • Assists in Data Collection, Cleanup and Loading lntoCorrigo Production Data Support Sample System Administrator Tasks Assists blueprint/specification, test and training (where they learn data) Solves Corrigo data issues locally including Onboarding New Accounts into Corrigo • Can Configure Customer Portals • Contacts Corrige Support If Required • Learns About Corrigo Configuration and Supports Power Users in Enhancements • Communication, communication, communication Trains People on Data Load Request Processes Requirements: • Strong Analytical and Data Management Skills At least one backup for vacation and sickness • Good process knowledge ©2018 Corrige Incorporated ATTACHMENT D INSURANCE REQUIREMENTS ATTACHMENT D INSURANCE REQUIREMENTS APPENDIX F MIAMIBEACH Insurance Requirements RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Avenue, 3rd Floor Miami Beach, Florida 33139 RFP 2019-201-JC 28 A PPEND I X F MIA.MIBEACH Insurance Requirements RFP 2019-201-JC Computerized Maintenance Management System PROCUREMENT DEPARTMENT 1755 Meridian Aven ue, 3d Floor Miami Beach, Florida 33139 RP 20192014C 28 AMI BEACH INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. XXX 1. Workers' Compensation and Employer's Liability per the Statutory limits of the state of Florida. XXX 2. Comprehensive General Liability (occurrence form), limits of liability $ 1,000,000.00 per occurrence for bodily injury property damage to include Premises/ Operations; Products, Completed Operations and Contractual Liability. Contractual Liability and Contractual Indemnity (Hold harmless endorsement exactly as written in "insurance requirements" of specifications). XXX 3. Automobile Liability - $1,000,000 each occurrence - owned/non-owned/hired automobiles included. 4. Excess Liability - $ .00 per occurrence to follow the primary coverages. )0(X 5. The City must be named as and additional insured on the liability policies; and it must be stated on the certificate. 6. Other Insurance as indicated: Builders Risk completed value .00 Liquor Liability .00 Fire Legal Liability .00 Protection and Indemnity .00 Employee Dishonesty Bond .00 Other .00 XXX 7. Thirty (30) days written cancellation notice required. XXX 8. Best's guide rating B+:VI or better, latest edition. XXX 9. The certificate must state the proposal number and title The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable Statutes. RFP 2019-201-JC 29 M IAM I BEACH INSURANCE REQUIREMENTS This document sets forth the minimum levels of insurance that the contractor is required to maintain throughout the term of the contract and any renewal periods. xxx 1. XXX2. xxx 3. 4. XXX5. 6. XXX7. XXXB. xxx 9. Workers' Compensation and Employer's Liability per the Statutory limits of the state of Florida. Comprehensive General Liability (occurrence form), limits of liability $1,000,000.00 per occurrence for bodily injury property damage to include Premises/ Operations; Products, Completed Operations and Contractual Liability. Contractual Liability and Contractual Indemnity (Hold harmless endorsement exactly as written in "insurance requirements" of specifications). Automobile Liability - $1,000,000 each occurrence - owned/non-owned/hired automobiles included. Excess Liability-$ .00 per occurrence to follow the primary coverages. The City must be named as and additional insured on the liability policies; and it must be stated on the certificate. Other Insurance as indicated: Builders Risk completed value Liquor Liability Fire Legal Liability Protection and Indemnity Employee Dishonesty Bond Other $ 00 $ .00 $ .00 $ .00 $ .00 $ .00 Thirty (30) days written cancellation notice required. Best's guide rating B+:VI or better, latest edition. The certificate must state the proposal number and title The City of Miami Beach is self-insured. Any and all claim payments made from self-insurance are subject to the limits and provisions of Florida Statute 768.28, the Florida Constitution, and any other applicable Statutes. RFP 2019-201-JC 29