REQUEST FOR PROPOSAL (RFP) The Board of County Commissioners, Martin County, Florida, will receive sealed proposals for:

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Martin County Board of County Commissioners 2401 S.E. Monterey Road Stuart, Florida 34996 (772) 288-5481 E-mail: pur_div@martin.fl.us www.martin.fl.us REQUEST FOR PROPOSAL (RFP) 2018-3015 The Board of County Commissioners, Martin County, Florida, will receive sealed proposals for: DOCUMENT MANAGEMENT SYSTEM Sealed proposals will be received by the Information Desk on the 1 st Floor at the address above until 2:30 PM local time, on Wednesday, December 13, 2017. The RFP is available at www.martin.fl.us. Type bids in the Search field then click on Bid Search. The RFP may be downloaded from www.publicpurchase.com (online bidding site). Martin County is an equal opportunity/affirmative action employer. By order of the Board of County Commissioners of Martin County, Florida. Page 1 of 5

LIST OF CONTENTS Bidders must register with the online bidding site in order to receive all required documents and notification of addenda. The following documents must be downloaded from the online bidding site: 1. Scope of Services 2. Proposal Response Form 3. Functional Requirements Response Form The Proposer is required to submit the proposal in electronic format on a thumb drive or CD. The Proposal Response Form must be submitted in Word Format and the Functional Requirements Response Form in Excel (do not convert these documents to PDF). All other required documents may be submitted as PDF. Page 2 of 5

BASIC SCOPE OF SERVICES Martin County is soliciting proposals for the implementation of a replacement to its current Document Management system. Services associated with the implementation of this system would include: project management, system design, software customizations to meet specifications, interface development, systems integration, data migration, testing, implementation, updates, and training. Martin County is considering both On-Premise and Vendor-Hosted SaaS solutions, but prefers SaaS solutions. ADDITIONAL INFORMATION 1. Cone of Silence. The County prohibits any communication by a Vendor or sub Vendor with Selection Committee members or any other employee or agent of the County regarding this Contract outside the Purchasing Division including but not limited to the County Administrator and County Commissioners about the project during the selection process from the time of advertisement until contract award except during public meetings. Violation of this policy shall result in disqualification of the vendor. 2. All questions concerning this selection process or this document, and protests, or appeals of the decision of the Selection Committee must be addressed in writing to the Purchasing Division and e- mailed to pur_div@martin.fl.us. Questions shall be received no later than 5:00 PM on Monday the week prior to the bid due date. 3. No oral interpretation of this RFP shall be considered binding. The County shall be bound only when such statements are written and executed under the authority of the Purchasing Manager. Any and all interpretations and any supplemental instructions will be in the form of written addendum via the online bidding site. Failure of any Vendor to receive such addendum shall not relieve said Vendor from any obligation under the RFP submitted. All addenda issued shall become part of the Contract Documents. 4. The County reserves the right to reject any and all submittals with or without cause, to waive technicalities, or to accept those submittals which best serve the interests of the County. 5. All submittals shall become public records upon receipt by the County. 6. Submittals may be withdrawn prior to due date by written request dispatched by the Vendor and received by the Purchasing Division before the time for receiving Submittals has expired. 7. The County reserves the right to request clarification of information submitted and to request additional information of one or more Vendors after the deadline for receipt of Submittals. 8. Costs for preparation of a response to this request are solely those of the Vendor and the County assumes no responsibility for any such costs incurred by the Vendor. The County will not be liable for any costs incurred by the Vendor prior to execution of the contract by the parties. 9. Submittals shall be formatted to letter sized paper and with a minimum 12 point font unless otherwise noted. 10. Vendors are instructed NOT to fax or e-mail their submittal as they shall be rejected as non- Page 3 of 5

responsive. 11. Vendors must indicate on the outside of their envelope the following: RFP Number and Name Due Date and Time Name of Proposer 12. Submittals that contain any limiting terms and conditions that do not explicitly agree to provide the scope in the contract documents may be disqualified. 13. Any Vendor who presents in its RFP to the County, any information which is determined by the County, in its sole opinion, to be substantially inaccurate, misleading, exaggerated, or incorrect, may be disqualified from consideration. 14. The Vendor shall not discriminate on the basis of race, color, national origin or sex in the performance of this contract. The Vendor shall carry out applicable requirements of 49 CFR Part 26 in the award and administration of U.S. Department of Transportation assisted contracts. Failure by the Vendor to carry out these requirements is a material breach of the contract which may result in the termination of the contract or such other remedy as the recipient deems appropriate. 15. It is the policy of the United States, the State of Florida, or the County that small business concerns, veteran-owned small business concerns, service-disabled veteran-owned small business concerns, HUBZone small business concerns, small disadvantaged business concerns, and women-owned small business concerns (hereinafter small business concerns ) shall have the maximum practicable opportunity to participate in performing contracts, including contracts and subcontracts. It is further the policy that its prime contractors establish procedures to ensure the timely payment of amounts due pursuant to the terms of their subcontracts with small business concerns. The Contractor hereby agrees to carry out this policy in the awarding of subcontracts to the fullest extent consistent with efficient contract performance. The Contractor further agrees to cooperate in any studies or surveys as may be conducted by the appropriate government agency as may be necessary to determine the extent of the Contractor s compliance with this clause. 16. The successful proposer(s) will be required to monitor the performance of his employees on a periodic basis while they are assigned to the County. The successful proposer(s) is required to comply with the Immigration Reform Act of 1986 (IRCA) which requires all individuals hired after November 6, 1986, to provide employers with proof of citizenship or authorization to work in the United States. 17. As required by FS 287.133; "A person or affiliate who has been placed on the convicted vendor list following a conviction for Public Entity crime may not submit a bid on a contract to provide goods or services to a public entity, may not submit a bid or contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or Vendor under a contract with a public entity, and may not transact business with any public entity in excess of the threshold amount in Section 287.017, for category two for a period of thirty-six months from the date of being placed on the convicted vendor list". Questions regarding this statement should be directed to Bureau of State Procurement (904) 488-8131. Page 4 of 5

18. It is the policy of Martin County that Disadvantaged Business Enterprises (DBEs), as defined in 49 CFR Part 26, shall have the maximum opportunity to participate in the performance of contracts and subcontracts financed in whole or in part with funds derived from the U.S. Department of Transportation, Federal Transit Administration (FTA). Martin County utilizes the Florida Department of Transportation (FDOT) Certified Business Directory (BizNet) database to identify all firms eligible to participate as DBE s. Martin County is not a certifying member of the Unified Certification Program. The COUNTY recognizes the DBE certification from FDOT and other certifying members that are FTA grant recipients in the State of Florida. DBEs responding to this RFP shall provide DBE certification information as part of their response. 19. Protests shall be in accordance with the procedure outlined in the Martin County Purchasing Manual which is available at www.martin.fl.us. Type Purchasing Manual into the Search field. 20. Selection Committee meetings are posted on the County s website at www.martin.fl.us in accordance with the Florida Sunshine Law. Selection Committee meetings are open to the public. 21. Notification of shortlist shall be within 72 hours of a selection committee meeting via e-mail to all proposers. Proposers that do not provide an e-mail address as requested above shall not be notified. 22. Section 112.313, Fla. Stat., prohibits contracts with County employees, officers and advisory board members. All bidders must disclose the name of any Martin County officer or employee who owns, directly or indirectly an interest in the bidder's firm or any of its branches. Page 5 of 5