ORANGE COUNTY, NEW YORK

Department of General Services PO Box 218, 255-275 Main St.

Goshen, New York 10924

RFB TITLE: Objectif Lune Licensing and Support RFB-OC162-26

RFB Shell 7/2024

OBJECTIF LUNE LICENSING AND SUPPORT

PO Box 218, 255-275 Main St.

Goshen, New York 10924

TABLE OF CONTENTS

Notice to Bidders

Instructions to Bidders

Insurance Requirements

Bonding Requirements

Purchases by Other Local Governments and School Districts

Scope

Specifications

Term

Pricing

Payment

Submission of Bids

Additional Information, Interview and Site Visits

Basis of Award

Anticipated RFB Timeline

Bid Form

Questions

Non-Collusive Bidding Certification

Disclosure of Prior Non-Responsibility Determinations

Iran Divestment Act Certification

Information Sheet

Non-Bidder’s Response

The following attachments are applicable to this RFB:

Form Agreement for Vendor Services

Supplier Forms

ACH Form

PO Box 218, 255-275 Main St.

Goshen, New York 10924

NOTICE TO BIDDERS

Bids for the County of Orange RFB-OC162-26, Objectif Lune Licensing and Support will be received by the undersigned Commissioner of the Department of General Services, in her office at 255-275 Main St., Goshen, NY 10924, up to and including Thursday, August 20, 2026 at 2:00 P.M., prevailing time, when they shall be opened and read aloud.

Copies of the Request for Bids may be obtained beginning Wednesday, August 12, 2026 at the above address between the hours of 9:00 A.M. and 4:45 P.M., Monday through Friday (with the exception of County observed holidays), as well as through https://www.bidnetdirect.com/new-york/county-of-orange.

August 12, 2026 Renee Arnold-O’Regan, Commissioner

(Remainder of Page Intentionally Left Blank) https://www.bidnetdirect.com/new-york/county-of-orange

PO Box 218, 255-275 Main St.

Goshen, New York 10924

INSTRUCTIONS TO BIDDERS

Unless solicited directly by another County Department, the only official distribution source for this Request for Bid (“RFB”) is through the County of Orange (“County”) Department of General Services (“General Services”).

Additionally, most RFB documents issued by General Services are distributed through BidNet which can be accessed through https://www.bidnetdirect.com/new-york/county-of-orange. If you have obtained this RFB from a different source, you are encouraged to contact General Services to receive an official copy. You may not receive addenda or important information regarding this RFB if you are not registered with General Services as having obtained a copy of this RFB through General Services or through BidNet.

By submitting a bid, you are asking the County to accept your offer for the sale of goods and/or services. It is important that you READ and UNDERSTAND all terms and conditions contained in this RFB as well as understand the laws that govern public contracts in New York State. If you do not agree with the terms and conditions contained in this RFB you should not submit a bid.

Your bid will be considered by the County if the following conditions are met:

1. Pursuant to State Finance Law §139-j and §139-k, this solicitation includes and imposes certain restrictions on communications between the County and a bidder during the procurement process. A bidder is restricted from contacting other than designated staff from the earliest notice of intent to solicit offers through final award and approval of the procurement contract by the County Executive ("Restricted Period") unless it is a contact that is included among certain statutory exceptions set forth in State Finance Law §139-j(3)(a). County employees are required to obtain certain information when contacted during the Restricted Period. The designated staff contact is the Commissioner of General Services or her representative, telephone (845) 291-2792. Bidders responding to this RFB must familiarize themselves with these State Finance Law requirements and will be expected to affirm that they understand and agree to comply on the Bid Form provided in this RFB.

2. Applicable Not Applicable A Pre-Bid Conference and Site Visit will be held at [location] on [date] at [time], prevailing time. Attendance is strongly recommended. The County shall not be liable for, nor shall it review proposed change orders, contract amendments, etc. for inadequate pricing, labor, materials, time or similar issues in Vendor/Consultant's contract with the County resulting from Vendor/Consultant's failure to attend and obtain information provided at the pre-proposal conference, site visit and/or any addenda issued afterward.

3. Bidders are responsible for reporting in writing any errors, omissions and/or ambiguities found in this RFB. All such reports, requests for information, questions, etc. must be on the "Questions Form" provided in this RFB and emailed to: GeneralServices@orangecountygov.com. No questions will be entertained by any other means. All questions must be submitted by Friday, August 14, 2026 at 3:00 P.M., prevailing time. Questions received after that time will not be addressed. Please be patient, questions will be answered in addendum/addenda to be shared with all interested bidders. Questions will not be responded to individually.

https://www.bidnetdirect.com/new-york/county-of-orange mailto:GeneralServices@orangecountygov.com

PO Box 218, 255-275 Main St.

Goshen, New York 10924

4. Unless otherwise specified, all bids must be made upon forms provided in this RFB, if any, as may be modified by addenda, contained in sealed envelopes clearly marked on the outside packaging with RFB-OC162-26, Objectif Lune Licensing and Support addressed to Renee Arnold-O’Regan, Commissioner , Department of General Services, PO Box 218, 255-275 Main St., Goshen, NY 10924 and received up to and including Thursday, August 20, 2026 at 2:00 P.M., prevailing time. If NOT sending your bid via U.S. Mail (i.e., using FedEx, UPS, hand deliver, etc.) please use the following address: Orange County Department of General Services, 255-275 Main St., Goshen, New York 10924. It is the bidder’s responsibility to clearly mark the outside of their mailing package with the RFB number and title. Faxed or e-mailed bids are not permitted. NO LATE BIDS WILL BE

ACCEPTED - NO EXCEPTIONS!

5. Any alteration of the Bid Form or the Specifications portion of this RFB to suit your pricing, packaging, or manufacturing requirements, etc. will make your bid non-responsive. If clarification is required on any aspect of this RFB, it is necessary to submit questions to the Department of General Services as set forth in Section 3 of these Instructions to Bidders.

6. TWO (2) UNBOUND, SINGLE-SIDED sets of all bids must be submitted, ONE (1) UNBOUND, SINGLE-SIDED SET OF WHICH MUST CONTAIN ORIGINAL SIGNATURES, including completed copies of any forms or certifications required in this RFB. Form, if any, provided in/with this RFB must be completely filled in, in ink or by typing, on the form provided in/with this RFB. Failure to respond to this RFB on any form(s) provided in /with this RFB may result in disqualification of a bid as non-responsive. Each Bid Form must be properly executed and signed by the bidder.

Any Bid Form that contains modifications, omissions, and/or erasure, is illegible, conditional, and/or unsigned will be rejected as non-responsive.

7. Permission will not be given to modify or explain an bid after it has been opened, unless clearly specified in this document (e.g., interviews). Permission to withdraw a bid prior to bid opening will be at the discretion of the County and no replacement bid may be submitted without authorization from the Commissioner of General Services.

Opened bids may not be withdrawn until forty-five (45) days after opening.

8. Basis of Award provisions vary with each RFB, please read that portion of this RFB carefully. Under some RFBs, contracts may be awarded to more than one (1) entity. The Commissioner of General Services reserves the right to waive any informality, reject any and all bids, or if noted in the Basis of Award portion of this RFB, accept any bid in whole or in part, if deemed to be in the best interest of the County.

9. Any award under this RFB is subject to the execution of a contract between the successful bidder and the County. The County’s contract obligation is contingent upon bidder's provision of any required insurance and bonds, execution of the contract by both parties and the availability of appropriated funds for this contract. No legal liability on the part of the County for payment of any money shall arise unless and until all required insurance and bonds are provided and maintained; funds are appropriated and made available in each year of the term of the contract and all performance requirements for each payment are met. The County shall have no responsibility or liability for any of bidder's costs related to preparation of bids, attendance at interviews, etc.; all such costs are solely at bidder's risk and expense.

10. Bidder(s) awarded a contract agree to execute the contract in the same form as the template enclosed in this RFB in the timeframe, if any, indicated in this RFB. Any supplemental agreement(s) (e.g. licensing or maintenance agreements) requested by a bidder must be included in the bid and are subject to the discretionary approval of the County Attorney and the County Executive. For any software required in the scope of services, include any proposed license or maintenance agreement(s) with your bid. Failure to reach agreement on contract terms and conditions may result in rejection of a bid, rescission of an award and/or retention of bid security by the County.

PO Box 218, 255-275 Main St.

Goshen, New York 10924

11. The County maintains a unilateral right to cancel or extend the contract in accordance with the terms of any contract resulting from this RFB. If a Vendor fails to perform or otherwise breaches the contract, in addition to any other rights and remedies the County may have, Vendor may be listed as non-responsible and may be ineligible for future contract awards.

12. If bid security is required by this RFB it must be included in the Bid. If performance and/or payment bonds are required by this RFB, bids must include a letter from bidder's bank or surety stating that the required letter of credit or bond(s) will be provided in the event of a contract. The letter of credit or bond(s) shall be provided for each year or relevant portion of the contract, as may be applicable.

13. Bidders must be properly registered to do business in the State of New York and furnish applicable certificates of authority/incorporation/partnership/dba, etc. with their bid.

14. Supplier Forms are provided with this RFB. Bidders that have not received a purchase order in the last twelve

(12) months from the County must submit completed and signed Supplier Forms prior to execution of a contract by the County.

15. Pursuant to New York’s Freedom of Information Law (“FOIL”) (Public Officers Law, Article 6, Sections 84-90) all government records are presumptively open for public inspection unless specifically exempted from disclosure under FOIL. Bidders who have a good faith belief that information contained in their bid is exempt from disclosure under FOIL must, at the time of their submission, request the exemption in writing, setting forth the basis for the claimed exemption. In addition, the bidder must mark each page of its submission claimed to be exempt from disclosure under FOIL with the following legend: “THE BIDDER BELIEVES THAT THIS INFORMATION IS PROTECTED FROM DISCLOSURE UNDER THE NEW YORK STATE FREEDOM OF INFORMATION LAW.” Neither the bidder’s classification of materials as exempt under FOIL, nor the County’s acceptance of bidder’s bid with the claimed exemption(s), should be considered a final determination as to whether the designated materials are exempt from disclosure under FOIL. Any and all determinations as to the propriety of claimed exemptions will be made by the County and/or a court of law in accordance with applicable law.

INSURANCE REQUIREMENTS

During the term of the contract, or longer if required, the Vendor/Consultant shall maintain, at its expense, Worker's Compensation, Disability and liability insurance policies of the types and minimum coverages specified in the enclosed contract template (e.g., Agreement for Vendor Services). Certificates of insurance evidencing Vendor's / Consultant's compliance with these requirements shall be required prior to execution of the contract by the County.

Failure to submit insurance documents may result in disqualification of the bidder as non-responsible and/or the County's retention of bid security.

BONDING REQUIREMENTS

There are no Bonds required for this contract.

PO Box 218, 255-275 Main St.

Goshen, New York 10924

PURCHASES BY OTHER LOCAL GOVERNMENTS AND SCHOOL DISTRICTS

New York State General Municipal Law §103(3), §103(16), County Law §408-a, and County Procurement Policy allow New York State political subdivisions and districts to make purchases through County contracts open to such procurements by the County. THE AWARD OF ANY CONTRACT UNDER THIS RFB SHALL BE OPEN TO SUCH PROCUREMENTS. OFFERORS WHO DO NOT WISH TO ACCEPT THIS AS A CONDITION OF CONTRACT SHOULD NOT

SUBMIT A PROPOSAL.

1. The Department of General Services shall make award information on any contract resulting from this RFB available to other political subdivisions.

2. Other political subdivisions or districts will issue purchase orders directly to Vendor/Consultant within the specified contract period referencing the County’s contract and shall be solely liable and responsible for all payments due on under the contract for that political subdivision’s or district’s use of the Contract. The County shall not be liable or responsible for any debts incurred by other users of any contract resulting from this RFB.

3. All purchases shall be subject to audit and inspection by the County.

4. Necessary deviations from the County’s specifications in the award of a participant contract, for example quantities or delivery points, shall be resolved between the successful Offeror and the other political subdivisions or districts. However, at no time shall any change to price and product specifications be permitted, except where an item has been replaced by another item due to obsolescence or pricing is contingent on an outside factor (e.g.

fuel at market rates) pursuant to the terms of the contract, and/or the Vendor or Consultant offers reduced pricing to any participant, which then must be made immediately available to all participants. If a product specification requires modification due to obsolescence, the County must approve a change of product in writing in order for it to be valid. In the event a product substitution is approved, no change in price will be permitted except when the price will be lower than the originally awarded price. Any reduced pricing shall be applicable to all other participants’ quantities ordered on or after the date such reduced pricing became effective for the initial participant receiving such pricing.

SCOPE

The County utilizes Objectif Lune's PlanetPress Connect (part of the broader OL® Connect platform) for designing, automating, and printing its tax bills and delinquency notices. The County is issuing this RFB to obtain bids from qualified vendors for OL® Connect Enterprise licensing and OL® Care support and maintenance.

SPECIFICATIONS

1. LICENSING. The County currently holds One (1) OL® Connect Professional perpetual license. The County seeks pricing for those OL® Connect software licenses listed on the Bid Form in the event County requires additional licenses during the Term (as such term is defined in the Term portion of this RFB) of the contract awarded under this RFB (“Contract”). As addressed in Section 7 of the Pricing portion of this RFB, there is no guarantee that the County will purchase additional OL® Connect licenses during the Term of the Contract. Should the County purchase any OL® Connect licenses during the Term of the Contract, the successful bidder awarded the Contract (“Vendor”) will provide those license(s) to the County at the applicable price set forth on the Vendor’s Bid Form.

PO Box 218, 255-275 Main St.

Goshen, New York 10924

2. SUPPORT. The County seeks pricing for OL® Care support for its existing OL® Connect Professional perpetual license(s). The County may select one of the following plans, and if selected, Vendor will provide the same at the applicable price set forth on the Vendor’s Bid Form:

a. Standard Plan. The OL® Care Standard Plan includes:

i. Telephone support and guidance for product configuration and installation questions and issues during standard business support hours, business days 8 AM ET to 5 PM ET excluding OL® Holidays (United States and Canadian Labor Day, Christmas Day, Boxing Day, Easter Friday/Monday, and New Years Day).

ii. Unlimited community portal access.

iii. Two (2) business hour response time for phone requests.

iv. Four (4) business hour response time for community portal requests.

v. Access to bug fixes, updates, and version upgrades.

vi. Access to OL® Learn online tutorials and resource center.

b. Gold Plan. The OL® Care Gold Plan includes:

twenty-four hours a day, five (5) business days a week (24/5) from Sunday 6 PM ET to Friday 6 PM ET excluding OL® Holidays (United States and Canadian Labor Day, Christmas Day, Boxing Day, Easter Friday/Monday, and New Years Day).

ii. Unlimited community portal access.

iii. Two (2) hour response time for phone requests.

iv. Four (4) hour response time for community portal requests.

v. Dedicated customer success manager.

vi. Priority placement in queue for incoming issues.

vii. Access to bug fixes, updates, and version upgrades.

x. Access to OL® Learn online tutorials and resource center.

b. Platinum Plan. The OL® Care Platinum Plan includes:

twenty-four hours a day, seven (7) days a week (24/7) excluding OL® Holidays (United States and Canadian Labor Day, Christmas Day, Boxing Day, Easter Friday/Monday, and New Years Day).

ii. Unlimited community portal access.

iii. Two (2) hour response time for phone requests.

iv. Four (4) hour response time for community portal requests.

v. Dedicated customer success manager.

vi. Priority placement in queue for incoming issues.

vii. Access to bug fixes, updates, and version upgrades.

x. Access to OL® Learn online tutorials and resource center.

PO Box 218, 255-275 Main St.

Goshen, New York 10924

TERM

1. INITIAL TERM AND POTENTIAL RENEWAL TERM. The County anticipates that the initial term of the Contract will be for a period of one (1) year (“Initial Term”). The County reserves the right, exercisable in its sole discretion, to renew the Contract for three (3) additional periods of one (1) year (“Renewal Term”) on the same terms and conditions as the terms and conditions set forth in the Contract. If the County exercises its option to renew as stated in this section, Vendor must execute a change order or amendment to the Contract memorializing such Renewal Term. Vendor must return the executed change order or amendment to the County by the date provided in the correspondence accompanying such change order or amendment.

2. POTENTIAL EXTENDED TERM. Upon expiration of the Initial Term or the Renewal Term, if such renewal option is exercised by the County as stated above, the Contract may be extended unilaterally by the County for an additional period of up to two (2) months on the same terms and conditions as the terms and conditions set forth in the Contract. With the concurrence of Vendor, such short-term extension may be for a period of up to three (3) months in lieu of the up to two (2)-month period. Any such short-term extension shall be referred to as an “Extended Term.” Vendor must execute a change order or amendment to the Contract memorializing such Extended Term. Vendor must return the executed change order or amendment to the County by the date provided in the correspondence accompanying such change order or amendment. The Initial Term together with any Renewal Term and the any Extended Term is referred to as the “Term.”

PRICING

1. We do not accept any conditional bids (i.e.: minimum quantities, minimum dollar amount orders).

2. Pricing on Bid Form. Pricing must be submitted on the provided Bid Form.

3. Extended Term Pricing. In the event of an Extended Term (as discussed in Section 2 of the Term portion of this

RFB), the rates from the immediately preceding Initial Term or Renewal Term, as applicable, will apply throughout the duration of such Extended Term with no adjustment permitted.

4. No Taxes. The prices submitted shall be exclusive of federal and state sales taxes (or other taxes inapplicable to government entities) and must not include any tax for which the bidder may claim exemption because of doing business with the County.

5. No Surcharges. Unless otherwise indicated in this RFB, prices shall be net, including transportation and delivery charges fully prepaid by the successful Vendor to the destination indicated in the Contract. Prices are to be listed as FOB Delivered: ORANGE COUNTY, NY. No freight and/or handling or fuel surcharges will be accepted, unless otherwise agreed to in the Contract. Delivery of all products will be made free of transportation charges, the prices bid by Vendor being delivered prices.

6. No Change to Specification. At no time shall any change to price and product specification be permitted for the entire Term of the Contract, except where an item has been replaced by another item due to obsolescence. In this instance, the County must approve a change of product in a written change order for it to be valid. In the event a product substitution is approved, no change in price will be permitted except when the price is equal to or lower than the originally awarded price.

7. No Guaranteed Volume or Quantities. The proposed Scope and Specifications are not a guarantee, were developed based on past or anticipated needs, and are as accurate as the County can ascertain at the time of issuance of this RFB. When an anticipated volume or other quantities or goods or services are listed, the County

PO Box 218, 255-275 Main St.

Goshen, New York 10924 has listed these either based upon a history of usage over a previous period or anticipated need. The County in no way guarantees that the actual quantities listed will be ordered. When volume or quantities are listed, the bidder should understand that the actual volume or quantities may be more or less, depending on the actual needs of the County. The bidder shall hold the County harmless against any damages because of estimated volume or quantities. In the event quantities exceed the estimate, the County shall receive the price as listed in the award or, if a better price is available at that time, that price must be passed on to the County.

PAYMENT

1. Payment shall be made in accordance with the payment/compensation provisions of the contract template provided with this RFB.

2. The County offers the following payment methods, which are listed in order of speed of payment:

a. Electronic Funds Transfer (EFT) via Automated Clearing House (ACH) – Please complete the form enclosed with this RFB.

b. Check

SUBMISSION OF BIDS

Unless otherwise noted below, one (1) signed original (as applicable to the document type) and the number of copies specified in Section 6 of the Instructions to Bidders portion of this RFB, of each of the following items should be submitted in your bid package- It is NOT necessary to include a copy of the entire RFB in your proposal package only the items required below. Bids must include:

1. Completed and signed Bid Form.

2. Pricing: Must be on the completed and signed Bid Form.

3. Non-Collusion Certification.

4. Disclosure of Non-Responsibility Determination (copy of instruction page not required).

5. Iran Divestment Act Certification.

6. Certificate of Incorporation/ Authority/Partnership/Assumed Name or dba, as applicable to your business entity.

7. Bid security and/or letter from bank or surety if requested in the bonding section of this RFB.

8. Supplier forms (if not already a current Orange County awarded vendor).

9. Information or other materials to be included, only as requested in the Specifications portion of this RFB.

PO Box 218, 255-275 Main St.

Goshen, New York 10924

10. Any supplemental agreements (e.g. a licensing agreement) requested by a bidder must be included with the Bid Form and are subject to the discretionary approval of the County Attorney and the County Executive. For any software required in the Specifications portion of this RFB, include any proposed license or maintenance agreements with your bid. Bidders awarded the Contract agree to execute the contract in the same form as the template enclosed in this RFB and in the timeframe, if any, indicated in this RFB. Failure to reach agreement on Contract terms and conditions may result in rejection of a proposal, rescission of an award, and/or retention of bid security by the County.

ALL SUBMISSIONS MUST BE CLEARLY MARKED ON THE OUTSIDE PACKAGING WITH THE RFB TITLE AND NUMBER.

INSURANCE: While not required in the bid package, bidders are reminded that Certificates of Insurance evidencing Vendor's compliance with the insurance requirements of this RFB must be provided prior to execution of the contract by the County. The number of days for submission may vary but it may be less than one business week, please be prepared. FAILURE TO SUBMIT INSURANCE DOCUMENTS MAY RESULT IN DISQUALIFICATION OF THE

VENDOR AS NON-RESPONSIVE AND/OR THE COUNTY'S RETENTION OF BID SECURITY.

ADDITIONAL INFORMATION, INTERVIEWS AND SITE VISITS

The County may require any or all bidders to present additional evidence of experience, ability, and financial standing as well as a statement as to the materials, equipment or personnel which the bidder will have available for the performance of the Contract awarded. The County reserves the right to interview any or all bidders and/or visit any or all bidder's sites during the evaluation of bids. If applicable, the County shall contact bidders to arrange an interview (which County may require to be held at the Department of General Services) and/or a site visit of bidder's facilities at any time during the evaluation process. Bidders are reminded to include their best technical and price terms in their initial offer and not to automatically assume that they will have an opportunity to participate in interviews, site visits, or be asked to submit a best and final offer. The County may award the Contract without interviews and/or site visits for any or all bidders, if deemed to be within the best interests of the County.

BASIS OF AWARD

1. The County will award a firm fixed-price contract to the lowest responsive and responsible bidder. The lowest bid will be determined by taking the aggregate of the following:

a. The aggregate bid price (per license fee) for the Initial Term, and each of the three (3) potential Renewal Terms for each of the licenses identified in Items 1 through 2 on the bidder’s Bid Form; PLUS

b. The aggregate bid price (lump sum annual fee) for the Initial Term, and each of the three (3) potential

Renewal Terms for the support plans identified in Items 3 through 5 on the bidder’s Bid Form; PLUS

c. One (1) hour at the hourly rate for the Initial Term, and each of the three (3) potential Renewal Terms for the services identified in Items 6 through 7 on the bidder’s Bid Form.

2. The County reserves the right to waive any informality or reject any or all bids with or without advertising for new bids, if in the best interest of the County.

PO Box 218, 255-275 Main St.

Goshen, New York 10924

3. In the event of a two-way tie, bidders will be notified of a coin toss to be held in the office of the Commissioner of General Services, 255-275 Main St., Goshen, New York, 10924, the date and time to be determined as needed. The first alpha-order bidder, based on first letter of business entity name, will be asked to call the coin.

In the event of a multiple tie, names of tied bidders will be placed in a hat by the Commissioner of General Services. First alpha-order bidder, based on first letter of business entity name, will draw the name. In the event there are no attendees for the coin toss or the draw, the coin toss or the draw will be conducted by the Commissioner of General Services and two (2) representatives of the County.

ANTICIPATED RFB TIMELINE

All dates except for the bids due date are approximate and subject to change, unless otherwise noted. Any change in the Bids Due date will be made by an addendum to the RFB issued by the County.

Publication of RFB 8/12/26 Questions due 8/14/26 Bids due 8/20/26

PO Box 218, 255-275 Main St.

Goshen, New York 10924

BID FORM

BUSINESS NAME: ______________________________________________________________________________

BUSINESS ADDRESS: ____________________________________________________________________________

NAME, TITLE, TELEPHONE, FAX & EMAIL OF CONTACT PERSON: _________________________________________

Does this business have a minority, women's, disadvantaged, or small business certification? Yes No

If yes, please list the designation(s) and certifying entity(ies): ___________________________________________

Item Number

Description

Initial Term

(1 year)

First Potential Renewal

Term (1 year)

Second Potential Renewal

Term (1 year)

Third Potential Renewal

Term (1 year)

Licensing

1 OL® Connect Professional License – Perpetual

(Lump Sum Per License)

/ License

2 OL® Connect Enterprise License – Perpetual

(Lump Sum Per License)

Support

3 OL® Care Standard Plan

(Lump Sum Annual Fee)

/ Year

4 OL® Care Gold Plan – Extended Support

5 OL® Care Platinum Plan – Extended Support

PO Box 218, 255-275 Main St.

Goshen, New York 10924

Hourly Services

6 OL® Connect – Professional Services Time and Materials

(Per Hour)

/ hour

7 OL® Connect – Professional Services Training

(Per Hour)

* Bidders must submit a price for each Item for the Initial Term and each potential Renewal Term. Bidders that leave blanks, insert “not applicable,” “N/A,” or the like or otherwise fail to submit pricing will be deemed non-responsive. See Section 5 of the Instructions to Bidders portion of the RFB.

The undersigned proposes to furnish and deliver RFB-OC162-26, Objectif Lune Licensing and Support and its responding bid to the County of Orange, at the prices stated within the bid submitted.

The individual submitting this bid on behalf of the business entity noted above, certifies by their signature below that:

• they understand and have complied with the requirements of State Finance Law Sections 139-j and 139-k and will continue do so throughout the Restricted Period;

they have read and understood the full Request for bid cited above; and

• they are duly authorized to submit the bid on behalf of the business entity noted above.

Additionally, by submission of this RFB, the person signing on behalf of the business entity noted above certifies, and in the case of a joint quote each party thereto certifies as to its own organization, under penalty of perjury, that the business entity submitting this quote has and has implemented a written policy addressing sexual harassment prevention in the workplace and provides annual sexual harassment prevention training to all of its employees.

Such policy shall, at a minimum, meet the requirements of Section 201-g of the New York State Labor Law.

By: _________________________________ Date: ________________________________ (Signature)

NAME Federal ID Number

TITLE DUNS Number, if applicable

ADDENDA CONFIRMATION (Bidders should only complete this section if any addenda were issued for this RFB.)

Addendum #____ - Received __________________, 20___ Initialed by person signing above _________

Addendum #____ - Received __________________, 20___ Initialed by person signing above _________

Addendum #____ - Received __________________, 20___ Initialed by person signing above _________

PO Box 218, 255-275 Main St.

Goshen, New York 10924

QUESTIONS

ALL QUESTIONS REGARDING THIS RFB MUST BE sent by email to the Department of General Services on this form:

GeneralServices@orangecountygov.com with the subject line “RFB# & Questions” by the time and date specified in the Instructions to Offerors. Questions will be answered in an Addendum/Addenda to be shared with all interested Offerors. Questions will not be responded to individually.

Business Name _______________________________________________________________________________

Business Email: _______________________________________________________________________________

Phone: ______________________ Email:____________________________________Date: ________________ mailto:GeneralServices@orangecountygov.com

PO Box 218, 255-275 Main St.

Goshen, New York 10924

NON-COLLUSION CERTIFICATION

(a) “By submission of this Bid, each Bidder and each person signing on behalf of any Bidder certifies, and in the case of a joint Bid each party thereto certifies as to its own organization, under penalty of perjury, that to the best of knowledge and belief:

(1) The prices in this Bid have been arrived at independently without collusion, consultation, communication, or agreement, for the purpose of restricting competition, as to any matter relating to such prices with any other Bidder or with any competitor.

(2) Unless otherwise required by law, the prices which have been quoted in this Bid have not been knowingly disclosed by the Bidder and will not knowingly be disclosed by the Bidder prior to opening, directly or indirectly, to any other Bidder or to any competitor; and

(3) No attempt has been made or will be made by the Bidder to induce any other person, partnership or corporation to submit or not to submit a Bid for the purpose of restricting competition.”

(b) A Bid shall not be considered for award nor shall any award be made where the provisions of (a)(1)(2) and (3) above have not been complied with; provided however, that if in any case the Bidder cannot make the foregoing certification, the Bidder shall so state and shall furnish with the Bid a signed statement which sets forth in detail the reasons therefore. Where (a)(1)(2) and (3) above have not been complied with, the Bid shall not be considered for award nor shall any award be made unless the head of the purchasing unit of the political subdivision, public department, agency or official thereof to which the Bid is made, or his designee, determines that such disclosure was not made for the purpose of restricting competition.

The fact that a Bidder (a) has published price lists, rates, or tariffs covering items being procured, (b) has informed prospective customers of proposed or pending publication of new or revised price lists for such items, or (c) has sold the same items to other customers at the same prices being proposed, does not constitute, without more, a disclosure within the meaning of subparagraph (a)(1)-(3) of this certification.

Any Bid hereafter made to any political subdivision of the state or any public department, agency or official thereof by a Bidder for work or services performed or to be performed or goods sold or to be sold, where competitive bidding is required by statute, rule, regulation, or local law, and where such Bid contains the certification referred to in subparagraph (a)(1)-(3) of this certification, shall be deemed to have been authorized by the board of directors of the Bidder, or other authorizing body or vote of the bidder’s business entity if other than a corporation, and such authorization shall be deemed to include the signing and submission of the Bid and the this Non-Collusion Certification as the act and deed of the corporation or other business entity submitting the Bid.

DATE SIGNATURE

NAME

TITLE

BUSINESS NAME

PO Box 218, 255-275 Main St.

Goshen, New York 10924

INSTRUCTIONS FOR COMPLETING THE DISCLOSURE OF PRIOR NON-RESPONSIBILITY DETERMINATIONS

Background:

New York State Finance Law §139-k(2) obligates a Governmental Entity to obtain specific information regarding prior non-responsibility determinations with respect to State Finance Law §139-j. In accordance with State Finance Law §139-k, an Offeror must be asked to disclose whether there has been a finding of non-responsibility made within the previous four (4) years by any Governmental Entity due to: (a) a violation of State Finance Law §139-j or

(b) the intentional provision of false or incomplete information to a Governmental Entity. The terms “Offeror” and “Governmental Entity” are defined in State Finance Law § 139-k(1). State Finance Law §139-j sets forth detailed requirements about the restrictions on Contacts during the procurement process. A violation of State Finance Law §139-j includes, but is not limited to, an impermissible Contact during the restricted period (for example, contacting a person or entity other than the designated contact person, when such contact does not fall within one of the exemptions).

As part of its responsibility determination, State Finance Law §139-k(3) mandates consideration of whether an Offeror fails to timely disclose accurate or complete information regarding the above non-responsibility determination. In accordance with law, no Procurement Contract shall be awarded to any Offeror that fails to timely disclose accurate or complete information under this section, unless a finding is made that the award of the Procurement Contract to the Offeror is necessary to protect public property or public health safety, and that the Offeror is the only source capable of supplying the required Article of Procurement within the necessary timeframe.

Instructions:

The County of Orange includes this disclosure request regarding prior non-responsibility determinations in accordance with State Finance Law §139-k in its solicitation of Proposals or Bid documents or specifications or contract documents, as applicable, for procurement contracts. The attached form is to be completed and submitted by the individual or entity seeking to enter into a Procurement Contract, Supplement or Change Order. It shall be submitted with your Bid or Proposal to the County agency conducting the Governmental Procurement.

This following disclosure form must accompany each Bid Form, Letter of Interest, or Proposal submitted by all Offerors.

PO Box 218, 255-275 Main St.

Goshen, New York 10924

DISCLOSURE OF PRIOR NON-RESPONSIBILITY DETERMINATIONS

Name of Individual or Entity Seeking to Enter into the Procurement Contract:

Address:

Name and Title of Person Submitting this Form:

1. Has any Governmental Entity made a finding of non-responsibility regarding the individual or entity seeking to enter into the Procurement Contract in the previous four years? (Please circle): No Yes

If Yes, please answer the next questions:

2. Was the basis for the finding of non-responsibility due to a violation of State Finance Law §139-j (Please circle):

No Yes

3. Was the basis for the finding of non-responsibility due to the intentional provision of false or incomplete information to a Governmental Entity? (Please circle): No Yes

4. If you answered yes to any of the above questions, please provide details regarding the finding of non-responsibility below and attach additional pages as necessary.

Governmental Entity:

Date of Finding of Non-Responsibility:

Basis of Finding of Non-Responsibility:

5. Has any Governmental Entity or other governmental agency terminated or withheld a Procurement Contract with the above-named individual or entity due to the intentional provision of false or incomplete information?

(Please circle): No Yes

6. If yes, please provide details below and attach additional pages as necessary.

Governmental Entity:

Date of Termination or Withholding of Contract:

Basis of Termination or Withholding:

Offerer certifies that all information provided to the Governmental Entity with respect to State Finance Law §139-k is complete, true and accurate.

By: Date:

Signature

PO Box 218, 255-275 Main St.

Goshen, New York 10924

IRAN DIVESTMENT ACT CERTIFICATION

The Iran Divestment Act of 2012 (“Act”), Chapter 1 of the 2012 Laws of New York, added State Finance Law (SFL), §165-a and General Municipal Law §103-g, effective April 12, 2012. Under the Act, the Commissioner of the New York State Office of General Services (“OGS”) developed a list (“Prohibited Entities List”) of “persons” who are engaged in “investment activities in Iran” (both are defined terms in the law). In accordance with SFL § 165-a(3), the Prohibited Entities List may be found on the OGS website at http://www.ogs.ny.gov/about/regs/docs/ListofEntities.pdf.

Pursuant to General Municipal Law §103-g, by signing below, Bidder certifies as true under the penalties of perjury that:

By submission of this proposal each Bidder and each person signing on behalf of any Bidder certifies, and in the case of a joint proposal each party thereto certifies as to its own organization, under penalty of perjury, that to the best of its knowledge and belief that each Bidder is not on the list created pursuant to paragraph (b) of subdivision 3 of section 165-a of the State Finance Law.

A proposal shall not be considered for award nor shall any award be made where the certification has not been made, provided, however, that if in any case the Bidder cannot make the certification, the Bidder shall so state and shall furnish with the proposal a signed statement which sets forth in detail the reasons therefor. The County may award a contract to a Bidder who cannot make the required certification on a case-by-case basis if:

1. The investment activities in Iran were made before April 12, 2012, the investment activities in Iran have not been expanded or renewed after April 12, 2012, and the person has adopted, publicized, and is implementing a formal plan to cease the investment activities in Iran and to refrain from engaging in any new investments in Iran; or

2. The County makes a determination that the goods and services are necessary for the County to perform its functions and that, absent such an exemption, the political subdivision would be unable to obtain the goods or services for which the contract is offered. Such determination shall be made in writing and shall be a public document.

During the term of the Contract, should the County receive information that a person is in violation of the above-referenced certifications, the County will offer the person an opportunity to respond. If the person fails to demonstrate that it has ceased its engagement in the investment which is in violation of the Act within 90 days after the determination of such violation, then the County shall take such action as may be appropriate including, but not limited to, imposing sanctions, seeking compliance, recovering damages, or declaring the contractor in default.

The County reserves the right to reject any Bid, Proposal, contract or request for assignment for an entity that appears on the Prohibited Entities List prior to the award or execution of a contract or any renewal thereof, as applicable, and to pursue a responsibility review with respect to any entity that is awarded a contract and appears on the Prohibited Entities List after contract award.

DATE SIGNATURE

BUSINESS NAME NAME

TITLE

http://www.ogs.ny.gov/about/regs/docs/ListofEntities.pdf

PO Box 218, 255-275 Main St.

Goshen, New York 10924

INFORMATION SHEET

The questions asked on this Information Sheet are voluntary. It is not necessary to complete this Information Sheet.

Filling out this sheet does not change your chances of a contract award in any respect. By completing this form, you will be helping the County track trends that we believe to be of importance. The information collected will NOT be used to compile mailing lists and will not be used to contact you. It will also not be sold. The information collected may be used to generate reports showing historical data with regard to the County’s purchasing process.

Business Name ________________________________________________________________________________

Address ______________________________________________________________________________________

In what county are the primary operations of this business conducted? ___________________________________

Business type (Sole Proprietorship, Corporation, LLC, etc.) _____________________________________________

Does this business have a minority, women's, disadvantaged or small business status? Yes No

If yes, please list the designation and the certifying entity (ties) _________________________________________

How many individuals does this business employ? _____

Have you conducted business with the County before? Yes No

How did you discover this Bid opportunity? _________________________________________________________

Do you use the Empire State Municipal Purchasing Group Website (BidNet)? Yes No

If Yes, do you find it useful (explain) or if No, why? ___________________________________________________

Please list any other comments or suggestions pertaining to doing business with Orange County.

PO Box 218, 255-275 Main St.

Goshen, New York 10924

NON-BIDDER’S RESPONSE

BUSINESS NAME:

For the purpose of facilitating your firm’s response to our Request for Bids, the County of Orange is interested in ascertaining reasons for prospective Bidders' failure to respond to Requests for Bids. If your firm is not responding to this RFB, please indicate the reason(s) by checking any appropriate item(s) below and faxing it to the Department of General Services at (845) 378-2365 or mailing it to the above address.

We are not responding to this RFB for the following reason(s):

We do not offer this product or service.

We are unable to meet specifications.

Specifications are not clearly understood or applicable (please note in "Other reason(s) below if too vague, too rigid, etc.)

We are unable to meet your bond requirements.

Insufficient time allowed for preparation of Bid.

Incorrect address used, or our branch/division does not handle this type of Bid. Correct name and mailing address is:

Other reason(s): ________________________________________________________________________