_39341 RFP_ECM Upgrade FINAL.pdf

RFP 39341

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THE GOVERNING BOARD OF THE

ST. JOHNS RIVER WATER MANAGEMENT DISTRICT

REQUEST FOR PROPOSALS 39341 – ORACLE WEBCENTER CONTENT UPGRADE

The Governing Board of the St. Johns River Water Management District (the “District”) requests that interested parties respond to the solicitation below by 2:00 p.m., March 26, 2024. Further information is available through DemandStar at Demandstar.com [(800) 711-1712], Vendor Registry at Vendorregistry.com, Central Bidding at centralbidding.com, the state of Florida’s MyFloridaMarketPlace (MFMP) at myfloridamarketplace.com or the District’s website at sjrwmd.com. Solicitation packages may be obtained from DemandStar, Vendor Registry, Central Bidding, MFMP or the District by calling or emailing Wendy Cox, Procurement Director, at 386-329-4118 or wcox@sjrwmd.com. Responses will be opened in the Procurement Conference Room, Administration Building, Palatka Headquarters, 4049 Reid Street, Palatka, Florida 32177-2571.

The District is seeking the Information Technology consulting services to provide knowledge and expertise to assist District staff in successfully upgrading the current 10g Oracle WebCenter (OWC) server production and non-production installations.

The awarded Consultant will have the option to work on-site or remotely.

NON-MANDATORY PRE-PROPOSAL CONFERENCE

A Non-Mandatory Pre-Proposal Conference is scheduled for March 13, 2024, at 10:00 a.m., at District Headquarters, 4049 Reid Street, Palatka FL 32177.

The purpose of the pre-proposal conference is to allow potential Respondents an opportunity to present questions to staff and obtain clarification on the requirements of the proposal documents.

Potential Respondents may attend the conference in-person at District Headquarters or virtually by following the instructions below. Minutes of the conference will not be created.

Instructions for virtual attendance at Non-Mandatory Pre-Proposal Conference:

For Microsoft Teams or Skype:

Meeting ID: 277 976 905 37 Passcode: SG8QWz

Or audio only:

Conference phone number 1-386-256-1151 Meeting Conference ID: 182 449 901#

The District’s Evaluation Committee will meet at District Headquarters at 4049 Reid Street, Palatka, Florida 32177, to evaluate and rank proposals as follows:

• 10:00 a.m., April 4, 2024: Review and discuss the proposals received and finalize ranking. All Respondents will be notified in writing of the District’s intended recommendation to the Governing Board.

• 10:00 a.m., April 8, 2024: Negotiate final details and costs with the top-ranked Respondent. After negotiations have been completed, all Respondents will be notified in writing of the District's intended recommendation to the Governing Board on May 14, 2024.

Americans with Disability Act (ADA) The District does not discriminate on the basis of disability in its services, programs, or activities. Special accommodations for disabilities may be requested through Wendy Cox, or by calling (800) 955-8771 (TTY), at least five business days before the date needed.

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INSTRUCTIONS TO RESPONDENTS ......................................................................................................... - 3 -

1. DEFINITIONS ........................................................................................................................................ - 3 -

2. CONTRACT ADMINISTRATION ........................................................................................................ - 3 -

3. WHERE TO SUBMIT PROPOSAL ....................................................................................................... - 3 -

4. PREPARATION AND ORGANIZATION OF PROPOSAL .................................................................. - 4 -

5. OPENING OF PROPOSALS .................................................................................................................. - 5 -

6. INQUIRIES AND ADDENDA ............................................................................................................... - 5 -

7. BUDGET ............................................................................................................................................................... - 6 -

8. MINIMUM QUALIFICATIONS ............................................................................................................ - 6 -

9. SUBCONTRACTS ................................................................................................................................. - 7 -

10. SIGNATURE AND CERTIFICATION REQUIREMENTS .................................................................. - 7 -

11. DISQUALIFICATION OF RESPONDENTS ........................................................................................ - 7 -

12. REJECTION OF PROPOSAL ................................................................................................................ - 7 -

13. WITHDRAWAL OF PROPOSAL .......................................................................................................... - 8 -

14. EVALUATION AND AWARD PROCEDURES ................................................................................... - 8 -

15. EVALUATION CRITERIA .................................................................................................................... - 9 -

16. EXECUTION OF AGREEMENT ......................................................................................................... - 12 -

17. EXAMINATION OF AGREEMENT DOCUMENTS AND WORK AREA ....................................... - 12 -

18. DIVERSITY OPPORTUNITY ............................................................................................................. - 12 -

19. FLORIDA SALES TAX ....................................................................................................................... - 12 -

20. PUBLIC ENTITY CRIMES/DISCRIMINATORY VENDORS .......................................................... - 13 -

21. USE BY OTHER FLORIDA GOVERNMENTAL ENTITIES ............................................................ - 13 -

22. NOTICES AND SERVICES THEREOF .............................................................................................. - 13 -

23. PROHIBITION AGAINST CONSIDERING SOCIAL, POLITICAL, OR IDEOLOGICAL INTERESTS

IN GOVERNMENT CONTRACTING – F.S. 287.05701 ............................................................................. - 13 -

23. PROTEST PROCEDURES ................................................................................................................... - 13 -

FORMS ............................................................................................................................................................ - 15 -

PROPOSAL FORM .................................................................................................................................................... - 15 - COST SCHEDULE ....................................................................................................................................... - 16 - CERTIFICATE AS TO CORPORATION .................................................................................................... - 17 -

AFFIDAVIT AS TO NON-COLLUSION AND CERTIFICATION OF MATERIAL CONFORMANCE

WITH SPECIFICATIONS ............................................................................................................................ - 18 - QUALIFICATIONS — GENERAL ............................................................................................................. - 19 - QUALIFICATIONS — SIMILAR PROJECTS / CLIENT REFERENCES ................................................. - 20 - PROPOSED SUBCONSULTANTS ............................................................................................................. - 23 - DRUG-FREE WORKPLACE FORM ........................................................................................................... - 24 - NO RESPONSE FORM ................................................................................................................................ - 25 -

SAMPLE AGREEMENT ............................................................................................................................... - 26 -

ATTACHMENT A — STATEMENT OF WORK ...................................................................................... - 40 -

ATTACHMENT B — INSURANCE REQUIREMENTS ........................................................................... - 42 -

ATTACHMENT C — DISTRICT’S SUPPLEMENTAL INSTRUCTIONS (SAMPLE) ........................ - 43 -

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INSTRUCTIONS TO RESPONDENTS

1. DEFINITIONS

The definitions of capitalized terms used in this solicitation that are not otherwise defined herein can be found in the sample contract document (the “Agreement”) that is at the end of these instructions.

2. CONTRACT ADMINISTRATION

All inquiries related to this solicitation may only be directed to the Procurement Director:

Wendy Cox, Procurement Director Phone: 386-329-4118 Email: wcox@sjrwmd.com

Between the release of this solicitation and the posting of the notice of intended decision, Respondents to this solicitation or persons acting on their behalf may not contact any employee or officer of the District concerning any aspect of this solicitation, except the procurement employee listed above. Violation of this provision is grounds for rejecting a response.

3. WHERE TO SUBMIT PROPOSAL

Respondent must submit its Proposal in electronic format (no paper copies) either by:

(1) uploading to Demandstar directly at www.demandstar.com OR to Central Bidding directly at www.centralbidding.com (NOT BOTH); OR (2) delivering all files on a single pin/thumb/jump drive either by mail or hand delivery in a sealed envelope labeled as follows:

SEALED PROPOSAL – DO NOT OPEN

Respondent’s Name:

Request for Proposals: 39341 Opening Time: 2:00 p.m.

Opening Date: March 26, 2024

Wendy Cox, Procurement Director St. Johns River Water Management District District Headquarters 4049 Reid Street Palatka, FL 32177

DO NOT SUBMIT YOUR PROPOSAL BY EMAIL — THIS WILL RESULT IN THE PROPOSAL

BEING REJECTED AS NON-RESPONSIVE.

mailto:wcox@sjrwmd.com http://www.demandstar.com/ http://www.centralbidding.com/

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4. PREPARATION AND ORGANIZATION OF PROPOSAL

1. Respondent must submit its Proposal in an electronic format as directed in paragraph 3, above, or the Proposal may be deemed non-responsive.

2. All blank spaces on the solicitation documents must be typewritten or legibly printed in ink. In the event you decline to submit a response, the District would appreciate submittal of the “No Response Form” provided at the end of the “FORMS” section to describe the reason for not submitting a response.

3. The file naming conventions for the solicitation must clearly identify specific information, such as the solicitation number and the respondent’s name (Example: RFP 12345, ABC Company).

4. Please do not password protect files saved to a pin/thumb/jump drive. The District recommends that Respondents confirm their Proposal will open correctly on a non-company owned computer. Any electronic Proposal received by the District that does not open on a District-owned computer is subject to rejection as a defective response.

5. Respondent must adhere to the following organized structure for their Proposal document:

Tab 1: BACKGROUND AND QUALIFICATIONS

a. Description of the Respondent firm and their overall qualifications and capabilities

b. Understanding of requested services

c. Knowledge of Oracle WebCenter Content (OWC), formerly Oracle Enterprise Content

Management

d. Ability to produce high quality system documentation.

e. Respondent must complete and submit the forms below in PDF format (these forms are in the FORMS section of this document).

i. Proposal Form

ii. Proposed Subcontractors Form

iii. Certificate as to Corporation

iv. Affidavit as to Non-collusion and Certification of Material Conformance with

Specifications

v. Qualifications (General, Similar Projects, Client References)

vi. Drug-Free Workplace (will be used if a tie occurs)

Tab 2: SKILLS AND COMPETENCIES OF PROPOSED PROJECT TEAM

a. Experience with Oracle WebCenter Content Server administration and development, specializing in:

i. Workflow customization

ii. Scripting with IdocScript

iii. Customization of menus and user interface

iv. Custom component implementation, conversion, and upgrade

b. Experience with Java development

c. Experience with Hyper Text Markup Language (HTML) and JavaScript

d. Experience with Structured Query Language (SQL)

e. Experience with Linux

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Tab 3: TECHNICAL MERIT (Ability of proposed project team to work with the following technologies)

a. Oracle Content Server 10g Release 3

b. RedHat Enterprise Linux Server 5.7

c. Git code and configuration repository

d. Oracle Database 12c and 19c

e. Atlassian Confluence and Jira

Tab 4: COST EFFECTIVENESS

a. Cost Schedule

The Respondent is encouraged to include as much pertinent data and information under each section as necessary to ensure proper evaluation of the qualifications. Each section shall be evaluated separately on its own merit.

If you need assistance or have any questions about the format, please email or call Wendy Cox at wcox@sjrwmd.com or 386-329-4118.

All of the forms and questionnaires in the solicitation package are available upon request in Microsoft®

Word to aid the Respondent in submitting its Proposal.

A RESPONDENT’S PROPOSAL MAY BE REJECTED AS NON-RESPONSIVE FOR (1) FAILING TO

COMPLETE ALL FORMS AND QUESTIONNAIRES; (2) FAILING TO PROVIDE ALL REQUIRED

MATERIALS; OR (3) OTHERWISE FAILING TO COMPLY WITH INSTRUCTIONS FOR

PREPARATION AND ORGANIZATION OF PROPOSAL.

5. OPENING OF PROPOSALS

Respondents or their authorized agents are invited to attend the opening of the Proposals at the following time and place:

2:00 p.m., March 26, 2024 St. Johns River Water Management District Headquarters 4049 Reid Street, Palatka, Florida 32177-2571

The Florida Public Records Act, §119.071(1)(b), Fla. Stat., exempts sealed Proposals from inspection and copying until such time as the District provides notice of an intended decision pursuant to §120.57(3)(a), Fla. Stat., or until 30 days after opening of bids, proposals, submittals, or final replies, whichever is earlier. This exemption is not waived by the public opening of the Proposals.

Unless otherwise exempt, Respondent’s Proposal is a public record subject to disclosure upon expiration of the above exemption period. If any information submitted with the Proposal is a trade secret as defined in §812.081, Fla. Stat., and exempt from disclosure pursuant to §815.04, Fla. Stat., Respondent must clearly identify any such material as “CONFIDENTIAL TRADE SECRET” in its Proposal and explain the basis for such exemption. The District reserves the right, in its sole judgment and discretion, to reject a Proposal for excessive or unwarranted assertion of trade secret confidentiality and return the Proposal to Respondent.

6. INQUIRIES AND ADDENDA

District staff are not authorized to orally interpret the meaning of the specifications or other Agreement documents, or correct any apparent ambiguity, inconsistency, or error therein. In order to be binding upon the District, the interpretation or correction must be given by the Procurement Director and must be in writing. The Procurement Director may orally explain the District’s procedures and assist

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Respondents in referring to any applicable provision in the Request for Proposals documents, but the Respondent is ultimately responsible for submitting the Proposal in the appropriate form and in accordance with written procedures.

Every request for a written interpretation or correction must be received at least nine days prior to opening of Proposals in order to be considered. Requests may be submitted by email at wcox@sjrwmd.com. Interpretations, corrections, and supplemental instructions will be communicated by written addenda to this solicitation posted on all of the solicitation portals referenced on page 1 of this document to all prospective Respondents (at the respective addresses furnished for such purposes) no later than five days before the opening of Proposals.

Submission of a Proposal constitutes acknowledgment of receipt of all addenda. Proposals will be construed as though all addenda had been received. Failure of the Respondent to receive any addenda does not relieve Respondent from any and all obligations under the Proposal, as submitted. All addenda become part of the Agreement.

7. BUDGET

The estimated budget for the Work is $250,000 and is an estimate only and does not limit the District in awarding the Agreement. Respondents are cautioned to not make any assumptions from the budget estimate about the total funds available for the Work. The District retains the right to adjust the estimate in awarding the Agreement. In addition, the District also reserves the right to reject all Proposals if subsequent negotiations with qualified Respondents result in costs over this estimated budget amount. In addition, the District reserves the right to increase, decrease, or delete any class, item, or part of the Work in order to reduce costs for any reason.

8. MINIMUM QUALIFICATIONS

Respondent must use the “Qualification” forms (General, Similar Projects, and Client References) provided in these documents to document its minimum qualifications listed below. Failure to include these forms with the response may be considered non-responsive.

a. Each team member must have a minimum of three years of experience with Oracle WebCenter Content Server administration and development, specializing in:

o workflow customization o scripting with IdocScript o customization of menus and user interface o custom component implementation, conversion and upgrade

b. Each team member must have a minimum of five years of experience with Java development.

c. Each team member must have a minimum of two years of experience with HTML and

JavaScript.

d. Each team member must have a minimum of one year of experience with SQL.

e. Each team member must have a minimum of one year of experience with Linux

Irrespective of the minimum qualifications stated above, the District may make such investigations as it deems necessary to determine the ability of the Respondent to perform the Work. The District reserves the right to reject any Proposal if the evidence submitted by such Respondent and/or the District’s independent investigation of such Respondent fails to satisfy the District that such Respondent is properly qualified to carry out the obligations of the Agreement and complete the Work in a manner acceptable to the District within the time period specified.

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9. SUBCONTRACTS

Respondent must submit with its Proposal a list of all known subconsultants who will participate in the Work on the attached “Proposed Subconsultants” form. Acceptance of the Proposal does not constitute approval of the subconsultants identified with the Proposal.

10. SIGNATURE AND CERTIFICATION REQUIREMENTS

An individual submitting a Proposal must sign his/her name therein and state his/her address and the name and address of every other person interested in the Proposal as principal.

If a firm or partnership submits the Proposal, state the name and address of each member of the firm or partnership.

If a corporation submits the Proposal, an authorized officer or agent must sign the Proposal, subscribing the name of the corporation with his or her own name and affixing the corporate seal. Such officer or agent must also provide the name of the state under which the corporation is chartered, and the names and business addresses of the President, Secretary, and Treasurer. Corporations chartered in states other than Florida must submit evidence of registration with the Florida Secretary of State for doing business in the State of Florida.

Respondent must certify that all persons or entities having an interest as principal in the Proposal or in substantial performance of the Work have been identified in the Proposal forms.

11. DISQUALIFICATION OF RESPONDENTS

Any of the following causes will be considered as sufficient grounds for disqualification of a Respondent and rejection of the Proposal:

a. Contacting a District employee or officer other than the procurement employee named in this solicitation about any aspect of this solicitation before the notice of intended decision is posted.

b. Submission of more than one Proposal for the same subject matter by an individual, firm, partnership, or corporation under the same or different names;

c. Evidence of collusion among Respondents;

d. Submission of materially false information;

e. Information gained through checking of references or other sources which indicates that Respondent may not successfully perform the Work;

f. Respondent is failing to adequately perform on any existing contract with the District;

g. Respondent has defaulted on a previous contract with the District;

h. The evidence submitted by Respondent, or the District’s investigation of Respondent, fails to satisfy the District that Respondent is properly qualified to carry out the obligations of the Agreement in a manner acceptable to the District and within the time period specified;

i. Any other cause that is sufficient to raise doubt regarding the ability of a Respondent to perform the Work in a manner that meets the District’s objectives for the Work.

12. REJECTION OF PROPOSAL

Proposals must be delivered to the specified location and received before the Proposal opening in order to be considered. Untimely Proposals will be returned to the Respondent unopened. Proposals will be considered irregular and may be rejected if they show material omissions, alterations of form, additions not called for, conditions, limitations, or other material irregularities. The District may consider incomplete any Proposal not prepared and submitted in accordance with the provisions specified herein and reserves the right to waive any minor deviations or irregularities in an otherwise valid Proposal.

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The District reserves the right to reject any and all Proposals and cancel this invitation to negotiate when it determines, in its sole judgment and discretion, that it is not in its best interest to award the agreement.

13. WITHDRAWAL OF PROPOSAL

Respondent may withdraw its Proposal if it submits such a written request to the District prior to the designated date and hour of opening of Proposals. Respondent may be permitted to withdraw its Proposal no later than 72 hours after the Proposal opening for good cause, as determined by the District in its sole judgment and discretion.

14. EVALUATION AND AWARD PROCEDURES

a. Proposals will be evaluated by a staff evaluation committee based upon the criteria and weighting set forth in “EVALUATION CRITERIA”. The committee members will meet at District headquarters or other location as appropriate to discuss the Proposals and their individual evaluations. Each committee member completes an electronic evaluation form, from which the overall ranking of Proposals is compiled. Evaluation forms may be submitted at or subsequent to the evaluation committee meeting.

b. Section 286.0113, Fla. Stat., exempts from being open to the public, any portion of a meeting at which:

(1) a negotiation with a Respondent is conducted pursuant to a competitive solicitation; (2) a Respondent makes an oral presentation as part of a competitive solicitation; (3) a Respondent answers questions as part of a competitive solicitation; or (4) negotiation strategies are discussed. Also, recordings of, and any records presented at, the exempt meeting are exempt from §119.07(1) and §24(a), Art. I of the State Constitution (Public Records) until such time as the District provides notice of an intended decision or until 30 days after opening the bids, proposals, submittals, or final replies, whichever occurs earlier. A complete recording shall be made of any portion of an exempt meeting. No portion of the exempt meeting may be held off the record.

c. Pursuant to §286.0113 Fla. Stat., if the District rejects all Proposals and concurrently provides notice of its intent to reissue the competitive solicitation, the recording and any records presented at any exempt meeting shall remain exempt from §119.07(1) and §24(a), Art. I of the State Constitution (Public Records) until such time as the District provides notice of an intended decision concerning the reissued competitive solicitation or until the District withdraws the reissued competitive solicitation. A recording and any records presented at an exempt meeting are not exempt for longer than 12 months after the initial District notice rejecting all Proposals.

d. The committee will meet to evaluate and rank the Proposals in the location(s), time(s) and date(s), stated at the beginning of this RFP package. All Respondents will be notified in writing of the evaluation committee’s final ranking of Proposals.

e. Following the evaluation process, contract negotiations will commence with the Respondent submitting the highest-ranked Proposal. If negotiations fail with the highest-ranked Respondent, negotiations will proceed with the next highest-ranked Respondent, and so forth.

f. Following the evaluation process, the District will submit the final ranking of Proposals to the Governing Board for approval, except for those instances in which the authority to approve and execute the Agreement has been delegated by the Governing Board to the Executive Director, or designee.

g. The Agreement will be awarded to the Respondent having the highest ranked Proposal, which successfully concludes negotiations with the District (the “Successful Respondent”). The Agreement may be modified based on the District’s acceptance of any alternatives listed in the Proposal that the District deems in its best interest.

h. If two or more Proposals are equal in all respects, the Agreement will be awarded as follows: (1) to the Respondent that certifies compliance with §287.087, Fla. Stat., via the Drug-Free Workplace Form;

(2) to a Respondent university in the State University System pursuant to §373.63, Fla. Stat.; or (3) by lot.

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i. In the event the Successful Respondent fails to enter into the Agreement or the Agreement with said Respondent is terminated within 90 days of the effective date, the District reserves the right to negotiate with the other respondents in ranked order, if available, and award an Agreement.

j. All Respondents will be notified of the District’s intent to award or decision to award the Agreement.

For the purpose of filing a protest under §120.57(3), Fla. Stat., the time period will commence as provided in “NOTICES AND SERVICES THEREOF.”

15. EVALUATION CRITERIA

The staff evaluation committee will evaluate the Proposals using the evaluation criteria on the subsequent page. Failure by Respondent to include the required information may result in the Proposal being considered non-responsive or may receive a correspondingly low score pursuant to the evaluation rating scale.

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EVALUATION CRITERIA

REQUEST FOR PROPOSALS 39341 – ORACLE WEBCENTER CONTENT UPGRADE

CRITERIA

WEIGHT

PROPOSAL

SCORE

PROPOSAL WEIGHTED

SCORE TOTAL

Tab 1: BACKGROUND AND QUALIFICATIONS

a) Description of the Respondent firm and their overall qualifications and capabilities

b) Understanding of requested services

c) Knowledge of OWC, formerly Oracle Enterprise Content Management

d) Past performance

e) Ability to produce high quality system documentation.

f) Respondent must complete and submit the forms below in PDF format (these forms are in the FORMS section of this document).

i. Proposal Form

ii. Proposed Subcontractors Form

iii. Certificate as to Corporation

iv. Affidavit as to Non-collusion and Certification of Material Conformance with

Specifications

v. Qualifications (General, Similar Projects, Client References)

vi. Drug-Free Workplace (will be used if a tie occurs)

20%

Tab 2: SKILLS AND COMPETENCIES OF PROPOSED PROJECT TEAM

a) Experience with OWC Server administration and development, specializing in:

i. Workflow customization

ii. Scripting with IdocScript

iii. Customization of menus and user interface

iv. Custom component implementation, conversion, and upgrade

b) Experience with Java development

c) Experience with HTML and JavaScript

d) Experience with SQL

e) Experience with Linux

25%

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CRITERIA

WEIGHT

PROPOSAL

SCORE

PROPOSAL WEIGHTED

SCORE TOTAL

Tab 3: TECHNICAL MERIT (Ability of proposed project team to work with the following technologies)

a) Oracle Content Server 10g Release 3

b) RedHat Enterprise Linux Server 5.7

c) Git code and configuration repository

d) Oracle Database 12c and 19c

e) Atlassian Confluence and Jira

25%

Tab 4: COST EFFECTIVENESS The responsive and responsible Respondent who submits a Total Proposal Cost equal to or less than the District’s budget amount of $250,000, will receive a raw score from 10 to 5. The Respondent whose proposal is the lowest will receive a Cost Effectiveness score of 10. All other responses equal to or lower than the District’s budget will be scored proportionately using the following formula: Multiply the lowest score by 10, divide that amount by the next lowest amount to determine the Cost Effectiveness score. The minimum score allocated for Cost Effectiveness for Proposal Costs equal to or less than the District’s budget amount is 5.

Proposal costs that are greater than the District’s budget amount will receive raw scores from 0 to 4. The Respondent whose proposal is the lowest over-budget will receive a Cost Effectiveness score of 4. The remainder of the over-budget proposals will be scored proportionately using the same formula described above except that the lowest over-budget score will be multiplied by 4 rather than 10.

30%

TOTAL SCORE 100%

Responses shall include information or documentation regarding, and will be evaluated using, the evaluation criteria set forth below. The evaluation rating scale is as follows:

Responses shall include information or documentation regarding, and will be evaluated using, the evaluation criteria set forth on the following page. The evaluation rating scale is as follows:

More than adequate ………….8 – 10 Less than adequate …………1 – 4 Adequate …………………….5 – 7 Not covered in submittal …..0

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16. EXECUTION OF AGREEMENT

Submittal of a Proposal binds the Successful Respondent to perform the Work upon acceptance of the Proposal and execution of the Agreement by the District.

Unless all Proposals are rejected, a contract substantially in the form included in these documents will be provided to the Successful Respondent, who must execute and return the Agreement to the District within ten days of the date of receipt, along with the following:

a) A completed Internal Revenue Service Form W-9

b) Satisfactory evidence of all required insurance coverage

c) Proof satisfactory to the District of the authority of the person or persons executing the

Agreement on behalf of Respondent

d) All other information and documentation required by the Agreement

The District will not execute the Agreement until the above documents have been executed and delivered to the District. The Agreement will not be binding until executed by the District. A copy of the fully executed Agreement will be delivered to the Successful Respondent. The District reserves the right to cancel award of the Agreement without liability at any time before the Agreement has been fully executed by all parties and delivered to the Successful Respondent.

Failure upon the part of the Successful Respondent to execute the Agreement or timely submit the required evidence of insurance coverage, or any other matter required by the Agreement, will be just cause, if the District so elects, for the recommended award to be annulled. In such event, the District will be entitled to the full amount of the guaranty, not as a penalty, but in liquidation of and compensation for damages sustained.

17. EXAMINATION OF AGREEMENT DOCUMENTS AND WORK AREA

Respondent is solely responsible for being fully informed of the conditions under which the Work is to be performed in relation to existing conditions. Respondent is responsible for carefully examining the general area of the Work, the requirements of the drawings and other contract documents related to the Work, the time in which the Work must be completed, and any other details of the Work. Respondent must satisfy itself from its own personal knowledge and experience or professional advice as to the character of the Work, the conditions and materials to be encountered, the character, quality, and quantities of the Work, and any other conditions affecting the Work, including surrounding land.

Failure to satisfy the obligations of this paragraph will not relieve a Successful Respondent of its obligation to furnish all material, equipment, and labor necessary to perform the Agreement and to complete the Work for the consideration set forth in its proposal. Any such failure will not be sufficient cause to submit a claim for additional compensation.

No verbal agreement or conversation with any District officer, agent or employee, either before or after the execution of the Agreement, will affect or modify any of its terms.

18. DIVERSITY OPPORTUNITY

The District is committed to the opportunity for diversity in the award and performance of all procurement activities. The District encourages its Respondents to make a good faith effort to ensure that women and minority-owned business enterprises (W/MBE) are given the opportunity for maximum participation as second and lower tier participants. The District will assist Respondents by sharing information on W/MBEs to encourage their participation.

19. FLORIDA SALES TAX

The District is exempt from payment of State of Florida sales tax pursuant to §212.08(6), Fla. Stat. Any tangible personal property that is the subject of this Invitation to Negotiate is intended to remain tangible personal property and not become part of a public work owned by the District.

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20. PUBLIC ENTITY CRIMES/DISCRIMINATORY VENDORS

In accordance with §287.133 and §287.134, Fla. Stat., a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime or placed on the discriminatory vendor list may not submit a bid, proposal, or reply on a contract to provide any goods or services to a public entity;

may not submit a bid, 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 bids, proposals, or replies on leases of real property to a public entity; may not be awarded or perform work as a Consultant, supplier, subconsultant, 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 §287.017 for CATEGORY TWO ($35,000) for a period of 36 months following the date of being placed on the convicted or discriminatory vendor lists.

21. USE BY OTHER FLORIDA GOVERNMENTAL ENTITIES

Respondent may provide services to other State of Florida governmental entities pursuant to the terms and conditions of the Agreement. These governmental entities include other water management districts, state of Florida agencies (including members of the state university system and community college system), counties, school boards, municipalities, special districts, and other local public agencies or authorities.

References to the St. Johns River Water Management District in the Agreement will be replaced with the purchasing entity and the District will not be a party to any other governmental entity’s agreement to purchase. Nor will the District be responsible for payment for any goods or services delivered or performed for any other governmental entity that utilizes Respondent pursuant to this paragraph.

22. NOTICES AND SERVICES THEREOF

The District will publish notice of specifications and criteria, including addenda, intended agency decisions, or other matters pertinent to this solicitation on Onvia DemandStar at DemandStar.com, Central Bidding at centralauctionhouse.com, and Vendor Registry at vendorregistry.com. Onvia DemandStar and Vendor Registry may also be accessed through the District’s web site at sjrwmd.com. In addition, the District will post notices of intended agency decisions at the District’s headquarters, 4049 Reid Street, Palatka, Florida, Administration Building, Procurement Bulletin Board, on the date the publication is posted on Onvia DemandStar.

Notices will be posted for a minimum of 72 hours. The time period for filing a Notice of Protest pursuant to §120.57(3), Fla. Stat., and Rule 28-110.003, Fla. Admin. Code, commences at the time notices are posted.

As a courtesy to Respondents, the District may send copies of the notices of intended agency decisions via email or facsimile to Respondent. These courtesy communications neither constitute official notice nor vary the times of receipt set forth above.

23. PROHIBITION AGAINST CONSIDERING SOCIAL, POLITICAL, OR IDEOLOGICAL

INTERESTS IN GOVERNMENT CONTRACTING – F.S. 287.05701

Notice is hereby provided that pursuant to Section 287.05701, Florida Statutes, the District (1) will not request documentation of or consider a Respondent’s social, political, or ideological interests when determining if the Respondent is a responsible respondent and (2) may not give preference to a Respondent based on the Respondent's social, political, or ideological interests.

23. PROTEST PROCEDURES

Pursuant to§120.57(3), Fla. Stat., and Rule 28-110.003, Fla. Admin. Code, any person adversely affected by the terms, conditions, or specifications contained in a solicitation, including addenda, must file a Notice of Protest within 72 hours after its posting.

Pursuant to §120.57(3), Fla. Stat., and Rule 28-110.003, Fla. Admin. Code, any person adversely affected by a District decision or intended decision to award a contract, or to reject all bids, proposals, or qualifications, must file a written Notice of Protest within 72 hours after posting of the decision or intended decision.

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Pursuant to §120.57(3), Fla. Stat., and Rule 28-110.004, Fla. Admin. Code, the protester must also file with the District Clerk a Formal Written Protest within ten days after the date the Notice of Protest is filed with the District. The Formal Written Protest must state with particularity the facts and law upon which the protest is based. Pursuant to §287.042(2)(c), Fla. Stat., any person who files an action protesting the decision or intended decision must post with the District Clerk at the time of filing the formal written protest a bond, cashier’s check, or money order made payable to the St. Johns River Water Management District in an amount equal to one percent (1%) of the District’s estimated contract amount.

No additional time will be added for mailing. All filings must comply with Rule 28-106.104, Fla. Admin.

Code, and must be addressed to and received by the District Clerk at the District Headquarters in Palatka, Florida within the prescribed time periods. The District will not accept as filed any electronically transmitted facsimile pleadings, petitions, Notice of Protest or other documents.

The District’s acceptance of pleadings, petitions, Notice of Protest, Formal Written Protest, or other documents filed by email is subject to certain conditions set forth in the District’s Statement of Agency Organization and Operation (issued pursuant to Rule 28-101.001, Florida Administrative Code), which is available for viewing at sjrwmd.com. These conditions include, but are not limited to, the document being in the form of a PDF or TIFF file and being capable of being stored and printed by the District.

Failure to file a protest within the time prescribed in §120.57(3), Fla. Stat., or failure to post the bond or other security required by law within the time allowed for filing a bond will constitute a waiver of proceedings under chapter 120, Fla. Stat. Mediation under §120.573, Fla. Stat., is not available.

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FORMS

PROPOSAL FORM

Include this form with response under Tab 1

RESPONDENT:

The undersigned, as Respondent, hereby declares and certifies that the only person(s) or entities interested in this proposal as principal(s), or as persons or entities who are not principal(s) of the Respondent but are substantially involved in performance of the Work, is or are named herein, and that no person other than herein mentioned has any interest in this proposal or in the Agreement to be entered into; that this proposal is made without connection with any other person, company, or parties making a proposal; and that this proposal is in all respects fair and in good faith without collusion or fraud.

Respondent represents to the District that, except as may be disclosed in an addendum hereto, no officer, employee or agent of the District has any interest, either directly or indirectly, in the business of Respondent to be conducted under the Agreement, and that no such person shall have any such interest at any time during the term of the Agreement, should it be awarded to Respondent.

Respondent further declares that it has examined the Agreement and informed itself fully in regard to all conditions pertaining to this solicitation; it has examined the specifications for the Work and any other Agreement documents relative thereto; it has read all of the addenda furnished prior to the proposal opening, as acknowledged below; and has otherwise satisfied itself that it is fully informed relative to the Work to be performed.

Respondent agrees that if its proposal is accepted, Respondent shall contract with the District in the form of the attached Agreement and shall furnish everything necessary to complete the Work in accordance with the time for completion specified in the Agreement and shall furnish the required evidence of the specified insurance.

Acknowledgment is hereby made of the following addenda (identified by number) received:

Addendum No. Date Addendum No. Date

Respondent (firm name) Date

Address

Email address

Signature Telephone number

Typed name and title

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COST SCHEDULE

Include this form with response under Tab 4.

Proposal to be opened at 2:00 p.m., March 26, 2024

To: ST. JOHNS RIVER WATER MANAGEMENT DISTRICT

In accordance with the advertisement requesting proposals for the Oracle WebCenter Content Upgrade, subject to the terms and conditions of the Agreement, the undersigned proposes to perform the Work for the price contained in the Cost Schedule form submitted with the Proposal in Tab 4 – Cost Effectiveness.

TOTAL PROPOSAL COST

for

Oracle WebCenter Content Upgrade

Total Proposal Cost in words: ________________________________________________________________

If said Proposal exceeds the estimated amount set forth in the District’s solicitation, the District expressly reserves the right to increase, decrease, or delete any class, item, or part of the Work, as may be determined by the District.

Respondents are reminded to refer to “PREPARATION AND ORGANIZATION OF SUBMITTAL DOCUMENTS” for information to be included with the proposal package.

Pursuant to §287.084(2) Fla. Stat., a vendor whose principal place of business is outside the state of Florida must accompany any written bid, proposal, or reply documents with a written opinion of an attorney at law licensed to practice law in that foreign state, as to the preferences, if any or none, granted by the law of that state to its own business entities whose principal places of business are in that foreign state in the letting of any or all public contracts.

I HEREBY ACKNOWLEDGE, as Respondent’s authorized representative, that I have fully read and understand all terms and conditions as set forth in this proposal and upon award of such proposal, shall fully comply with such terms and conditions.

Date

Respondent (firm name)

Address

E-mail address

Signature Telephone number

Typed name and title

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CERTIFICATE AS TO CORPORATION

Include this form with response under Tab 1

The below Corporation is organized under the laws of the State of ; is authorized by law to respond to this Invitation to Negotiate and perform all work and furnish materials and equipment required under the Agreement and is authorized to do business in the state of Florida.

Corporation name:

Address:

Registration No.:

Registered Agent:

By:

(Official title) (Affix corporate seal)

Attest:

(Secretary)

The full names and business or residence addresses of persons or firms interested in the foregoing proposal as principals or officers of Respondent are as follows (specifically include the President, Secretary, and Treasurer and state the corporate office held of all other individuals listed):

Identify any parent, subsidiary, or sister corporations involving the same or substantially the same officers and directors that will or may be involved in performance of the Project, and provide the same information requested above on a photocopy of this form.

If applicable, attach a copy of a certificate to do business in the state of Florida, or a copy of the application that has been accepted by the state of Florida to do business in the state of Florida, for the Respondent and/or all out-of-state corporations that are listed pursuant to this form.

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AFFIDAVIT AS TO NON-COLLUSION AND CERTIFICATION OF

MATERIAL CONFORMANCE WITH SPECIFICATIONS

Include this form in the response under Tab 1.

STATE OF

COUNTY OF

I, the undersigned, being first duly sworn, depose and say that:

1. I am the owner or duly authorized officer, representative, or agent of:

the Respondent that has submitted the attached proposal.

2. The attached proposal is genuine. It is not a collusive or sham proposal.

3. I am fully informed respecting the preparation and contents of, and knowledgeable of all pertinent circumstances respecting the attached proposal.

4. Neither Respondent nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including this affiant, has in any way colluded, conspired, connived, or agreed, directly or indirectly, with any other Respondent, firm, or person to submit a collusive or sham proposal in connection with the Agreement for which the attached proposal has been submitted, or to refrain from proposing in connection with such Agreement, or has in any manner, directly or indirectly, sought by agreement, collusion, communication, or conference with any other Respondent, firm, or person to fix the price or prices in the attached proposal of any other Respondent , or to fix any overhead, profit, or cost element of the proposal prices or the proposal price of any other Respondent, or to secure through collusion, conspiracy, connivance, or unlawful agreement any advantage against the District or any other person interested in the proposed Agreement.

5. The price(s) quoted in the attached proposal are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the Respondent or any of its agents, representatives, owners, employees, or parties in interest, including this affiant.

6. No official or other officer or employee of the District, whose salary or compensation is payable in whole or in part by the District, is directly or indirectly interested in this proposal, or in the supplies, materials, equipment, work, or labor to which it relates, or in any of the profits therefrom.

7. Any materials and equipment proposed to be supplied in fulfillment of the Agreement to be awarded conform in all respects to the specifications thereof. Further, the proposed materials and equipment will perform the intended function in a manner acceptable and suitable for the intended purposes of the District.

Signature:

Title:

Subscribed and sworn to before me this _______ day of _______________, 20 ___.

Notary Public, state of _________________ at Large

My commission expires:

(SEAL)

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QUALIFICATIONS — GENERAL

Include this form in the response under Tab 1.

As part of the proposal, Respondent shall complete the following so that the District can determine Respondent’s ability, experience, and facilities for performing the Work.

Name of Respondent:

Year company was organized/formed:

Number of years Respondent has been engaged in business under the present firm or trade name:

Total number of years Respondent has experience in similar Information Technology consulting services as described in the INSTRUCTIONS TO RESPONDENTS: ____

Has Respondent previously been engaged in the same or similar business under another firm or trade name? If so, please describe each such instance.

Has Respondent ever been adjudicated bankrupt, initiated bankruptcy, or been the subject of bankruptcy proceedings on behalf of the current entity submitting this proposal or a prior entity that Respondent substantially operated or controlled? If yes, please describe the nature and result of those proceedings and the entity involved.

Describe the background/experience of the person or persons who will be primarily responsible for directing the Services that will be performed pursuant to this proposal. This inquiry is intended to encompass the project (account) manager who will be engaged on a daily basis in directing performance of the Services.

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QUALIFICATIONS — SIMILAR PROJECTS / CLIENT REFERENCES

Include this form in the response under Tab 1.

a. Each team member must have a minimum of three years of experience with Oracle WebCenter Content Server administration and development, specializing in:

o workflow customization o scripting with IdocScript o customization of menus and user interface o custom component implementation, conversion and upgrade

b. Each team member must have a minimum of five years of experience with Java development.

c. Each team member must have a minimum of two years of experience with HTML and JavaScript.

d. Each team member must have a minimum of one year of experience with SQL.

e. Each team member must have a minimum of one year of experience with Linux

The similar projects will also serve as Respondent's client references.

Team Member 1:

Name:…