HomeMy WebLinkAboutItem P08 P8
BOARD OF COUNTY COMMISSIONERS
COUNTY of MONROE Mayor James K.Scholl,District 3
The Florida Keys Mayor Pro Tern Michelle Lincoln,District 2
Craig Cates,District 1
David Rice,District 4
Holly Merrill Raschein,District 5
Board of County Commissioners Meeting
March 25, 2025
Agenda Item Number: P8
2023-3814
BULK ITEM: Yes DEPARTMENT: Information Technology
TIME APPROXIMATE: STAFF CONTACT: Alan MacEachern
N/A
AGENDA ITEM WORDING: Approval of 2 Contracts for Contract Management Software - total
this fiscal year of$93,002.42.
ITEM BACKGROUND:
Monroe County's current Contract Management approach is very distributed and a manual, labor
intensive process. Conga Software provides software and services that will enable us to more efficiently
manage the more than 500 existing County contracts and enable us to create a template for the inclusion
and management of future contracts as they are created.
The Carahsoft licensing and maintenance Quote was prepared pursuant to the NASPO Contract
#AR2472 utilizing a competitively bid contract.
The Carahsoft implementation Quote was prepared pursuant to the NASPO Contract #NASPO Cloud
Solutions - FL utilizing a competitively bid contract.
PREVIOUS RELEVANT BOCC ACTION:
None.
INSURANCE REQUIRED:
Yes
CONTRACT/AGREEMENT CHANGES:
N/A
Insurance will be provided after BOCC approval.
GPJ 3/17 - Risk approval subject to provision of COI evidencing coverages/limits detailed by email to
AM 3/17 prior to final execution of contract. GPJ to follow up on COI status 3/27
STAFF RECOMMENDATION: Approve
3555
DOCUMENTATION:
Carahsoft - Conga - 03.11.2025 - Quote 52646820.pdf
Carahsoft'sCSOW FL.docx
FINANCIAL IMPACT:
$93,002.42 total ($68,216.42 in licensing/maintenance and $24,786.00 in implementation costs).
Funding Source: 001-06030
3556
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ACTUAL QTY-2
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Start Date:05/01/2025
End Date:04/30/2026
2 205-SF-APP-1-491 Salesforce AppExchange consumption unit $0.0860 COOP 10,125 $870.75
Revenue Lifecycle Cloud CLM for Web-Admin
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ACTUAL QTY-2
Salesforce.com, Inc.-205-SF-APP-1
Start Date:05/01/2025
End Date:04/30/2026
3 205-SF-APP-1-491 Salesforce AppExchange consumption unit $0.5376 COOP 10,530 $5,660.93
Revenue Lifecycle Cloud CLM-User Subscription-
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ACTUAL QTY-13
Salesforce.com, Inc.-205-SF-APP-1
Start Date:05/01/2025
End Date:04/30/2026
4 205-SF-APP-1-491 Salesforce AppExchange consumption unit $0.5376 COOP 10,530 $5,660.93
Revenue Lifecycle Cloud CLM for Web-User Subscription
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ACTUAL QTY-13
Salesforce.com, Inc.-205-SF-APP-1
Start Date:05/01/2025
End Date:04/30/2026
5 205-SF-APP-1-491 Salesforce AppExchange consumption unit $0.0860 COOP 54,000 $4,644.00
Revenue Lifecycle Cloud CLM-Collaborator Subscription
Business Edition
ACTUAL QTY-20
Salesforce.com, Inc.-205-SF-APP-1
Start Date:05/01/2025
End Date:04/30/2026
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Start Date:05/01/2025
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7 205-SF-APP-1-491 Salesforce AppExchange consumption unit $0.0215 COOP 20,790 $446.99
Conga Customer Learning Pass
ACTUAL QTY-1
Salesforce.com, Inc.-205-SF-APP-1
Start Date:05/01/2025
End Date:04/30/2026
8 205-SF-APP-1-491 Salesforce AppExchange consumption unit $0.0215 COOP 187,110 $4,022.87
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ACTUAL QTY-1
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End Date:04/30/2026
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***Carahsoft Quote Number:52646820 must be referenced on the PO in order to process***
***Contract Number must be referenced on the PO in order to process***
Terms and Conditions
This Order is between Conga Corporation("Conga")and Carahsoft Technology Corp("Reseller").All subscriptions are subject to the terms and conditions of Conga's End User
License Agreement,available at https://Iegal.conga.com/#end-user-license-agreement.The licenses above are for current Carahsoft Technology Corp client Monroe County,
Florida,authorized as per the terms and conditions of the Partner Agreement or other similar reseller agreement dated 15-Mar-17 between Reseller and Conga.Unless
otherwise stated below,
all amounts in this Order are stated in and shall be paid in USD.
1.For applicable Subscription Services,Customer's included"Conga Revenue Lifecycle Cloud"Entitlements per User:
•Data Storage:40MB per User,aggregated and pooled across the existing org
•File Storage:4GB per User,aggregated and pooled across the existing org
2.For applicable Subscription Services,Customer's included"Conga Revenue Lifecycle Cloud"Entitlements per Org
•Sandbox Environments:2 Partial Sandboxes with 1GB file Storage&1 GB Data Storage each
•A Partial sandbox is a developer sandbox including metadata plus the sample data you define during sandbox setup
3.Revenue Lifecycle Cloud CLM for Web-Admin—Business
•This selection is for admin users of RLC CLM Business Edition.It bundles all licenses needed to create and manage CLM processes.
•An admin who is also an end-user does NOT need an additional end-user license.The admin functionality includes end-user functionality.
•Admin privileges for 1)Conga Approvals 2)X-Author for Contracts 3)Conga Sign are included for CLM uses only.
4.Revenue Lifecycle Cloud CLM for Web-User-Business
•Conga CLM Business User provides Contract Lifecycle Management capabilities including access to the contract
repository and related contract information.
•Users can receive notifications,take actions,perform standard approvals,and view reports.Using Congas proprietary X-Author technology,users can author clauses,
templates,and contracts using Microsoft Word.X-Author provides full legal playbook capability within Word,including clause libraries,smart clauses and fields,and check-
in/check-out capability.Using X-Author capability,users can negotiate and redline contracts entirely within Word,allowing users to track changes throughout the contract
creation process,even using third-party paper.Term exceptions and automated clause reconciliations are also provided.Users also have access to Online Contract
Collaboration for redlining and commenting.Users can employ a guided contract creation experience to create a contract using conditional assembly logic.Advanced approval
functionality for all Conga objects and non-Conga objects allows users to manage approvals,hierarchies,and workflow processes.
•Subject to desired configurations,Conga Sign may be used to initiate eSignature requests within the core Conga CLM
application.Integration to other eSignature providers is also included.
5.Revenue Lifecycle Cloud CLM for Web-Collaborator-Business
•Collaborator allows users to request or generate agreements from pre-approved templates.
•Users do have access to Online Contract Collaboration for online redlining and commenting capabilities.Collaborator also allows users access to the contract repository,
individual contracts,and related contract information.Users can search,initiate approvals,Conga Grid,Conga Sign,receive notifications,and view reports.
•Users do not have access to X-Author.
6.Admin User subscriptions provided by Conga may be used only to configure and administer the Conga Subscription Services in addition to regular User functionality.
7.Customer's technical support(version 5.0)is further described at:https://Iegal.conga.com/#technical-support.
8.Customer's subscription to the Conga Customer Learning Pass may be used by all of Customer's Users and is subject to the Training Terms and Conditions,located at:
https://Iegal.conga.com/#conga-training-terms-and-conditions
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TECHNOLOGY CORP.'S
„ment of Work for
roe County, Florida
#52646820
,arch 17, 2025
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STATEMENT OF WORK
PREPARED FOR
MONROE COUNTY, FLORIDA
3/28/2025
The undersigned, being duly authorized representatives of the parties and their respective affiliates
represent each possesses full authority to legally bind the parties, have fully reviewed this entire
Statement of Work and now acknowledge, execute and deliver this Statement of Work.
By signing this SOW, Customer authorizes Carahsoft to collect payments on any invoice issued pursuant
to this SOW.
Is PO Required: Yes
Monroe County, Florida Carahsoft Technology Corporation
By: B
Name: Name:
Title: Title:
Date: Date:
This Statement of Work("SOW") for Professional Services, effective as of 3/28/2025, is entered into and
between Carahsoft Technology Corp ("Carahsoft") for Professional Services to Monroe County, Florida
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("Customer")All professional services will be delivered by Apttus Corporation ("Conga").This Statement
of Work("SOW") shall be governed by NASPO Cloud Solutions-FL terms and conditions. Should
conflicting terms arise between the SOW and the NASPO Cloud Solutions- FL, the NASPO Cloud
Solutions- FL terms will supersede.
"Project" refers to the scope of Professional Services, including performance of all work, activities, and
Deliverables, set forth in this SOW, including appendices. Notwithstanding any other provision of these
terms, timelines and hours in this SOW are estimates.
"Professional Services" refers to Professional Services work rendered by Conga in relation to this SOW. It
is distinguished from the meaning of"Services" or "Subscription Services" as used in the Master Services
Agreement or similar software subscription agreement between the parties.
1. Understanding of Objectives
Our understanding of Customer's objectives and desired outcome is the following:
• Central contract repository with a reduction of time spent searching for contracts
• Enhanced visibility into contracting data to improve compliance and identification of risk
Success metrics will be defined and shared by the customer within the first 30 days of the Project.
2. Scope of Work
This section defines the Professional Services scope to be delivered by Conga, with support from
Customer's resources, under this SOW. The known requirements, estimated effort, and scope are
anticipated for Conga solution delivery.The detailed scope and objectives will be confirmed after the
design phase. Adjustments will require a Change Order, as described in Section 7b below.
a. Organizational Scope
The following organizations are in scope:
• North America
b. Product Scope
The following Conga solutions will be configured as part of this SOW:
• Revenue Lifecycle Cloud CLM for Web
c. Functional Use Case Scope
The following functional use cases are in scope:
Conga CLM
Create Agreement Agreement (Contract) record creation • Create 2 Agreement (Contract)
related to the Account object Record Types
• Create and associate up to 2 page
layouts
• Create 20 custom fields
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Notifications Event alert templates that notify users of Build up to 5 email alert templates
contract events using Notification manager/
Workflow
Roles and Permissions Providing adequate permission and access Create and Assign up to 1 User Role
to various user groups contributing towards . Legal
the end-end agreement process
Smart Search Enables you to search keywords within Configure search settings for Out of
your contract repository the box (OOTB) searchable fields
d. Out of Scope
Professional Services and/or scope not included and/or not itemized as "Scope" in this SOW are out
of scope. Any additional services and/or Project scope will require the Change Order process
described in Section 7b.The following are out of scope:
• Non-Conga Project and Program Management
• Change Management including,but not limited to,stakeholders management;change readiness;
communications plan and execution;training plan and execution including development of training
materials; adoption tracking
• Creation/Definition of business requirements document
• Design,development,testing and deployment of middleware and backend systems
• Any third-parry support related activities
• Other services such as Conga Education Services and Conga Application Managed Services(AMS)
• Contract/Agreement templates
• Clause Library
• Approval Process
• Office 365 integration
• eSignature solutions
• Post activation steps
3. Deliverables and Acceptance Criteria
a. Deliverables
The Deliverables provided by Conga for the scope of this SOW will be:
• High Level User Stories
• Weekly Status Reports
• Configured System
b. Acceptance of Conga Deliverables
Deliverables will be produced in accordance with the Project Plan. Conga will provide early drafts
when feasible.The acceptance of Deliverables shall be pursuant to the PS Terms.
4. Project Methodology and Delivery Assurance
a. Methodology
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The Project uses Conga Implementation Methodology(CIM), which combines waterfall and agile
methodologies, including five (5) phases with specific exit criteria. Conga provides delivery
assurance throughout, including expert checkpoints to ensure readiness, identify issues, reduce
risks, and obtain rapid results. Conga implementation methodology is generally recommended and
will be followed based on mutual agreement between Customer and Conga Project Managers.
Customer Readiness—Customer will prepare and provide necessary data and key requirements in order
to kick-off the Project. Conga will provide guidance and templates for the collection of the data and
requirements during the Customer readiness phase. Pre-work must be completed before moving into
Define/Design phase of the Project. Conga provides acceptance of the documentation to move to
Define/Design phase.
Define/Design -Collaboration to establish the Project direction.The Project kickoff is held, where
Project objectives and initial plans are established. Conga will provide a high-level Project Plan and
establish Project governance. In addition, Conga will review and validate and document scope, high
level use cases and requirements in collaboration with the Customer and create high level set of user
stories that will be used to configure the solution.
Build/Test—Configure the Conga solution and develop deployment plan. Conga confirms that the
testing plans and deployment plans are in place..
Test—Verification for Conga and Customer to confirm that system is configured to the requirements
and design. End-to-end testing and User Acceptance Testing ('U n is completed.
Launch—Deployment of the solution to production and Hypercare Period. Conga will review to verify
system is ready to launch.
5. Project Plan
Project kickoff will be planned on a mutually agreed date, based on Conga's and Customer's resource
availability, and completion of the Customer Pre-requisite Deliverables defined below.
As of the Effective Date, the known requirements, estimated effort, and scope, the following Project
Plan ("Project Plan") is anticipated for Conga solution delivery. The Project Plan will be confirmed
after the Design phase.Adjustments to the Project Plan must follow the Change Order process,which
3564
may result in a Change Order as described in Section 7b.
Planned Project duration: 5 Weeks -4 Week(s) to Launch plus 1 Week Hypercare Period
s
Il�f
For the avoidance of doubt,a day is eight(8)hours,Monday through Friday,on Conga's standard business
days.Anticipated deviations from the Project Plan,including changes in Project duration or delays to the Go-
Live,will be brought to the attention of Customer.
Unless otherwise stated herein,this SOW is effective as of the date of the last signature and will expire
one year from such date. The duration of the SOW can, however, be extended by written mutual
agreement in case of delays and other unforeseen circumstances.
a. Kickoff
Conga will contact Customer within three(3)weeks of SOW Effective Date to establish a Project
start date.The Project start date will be mutually agreed to in writing by the parties (email
sufficient).
b. Go-Live
"Go-Live" refers to the on-boarding of users to the Conga in the Production environment.
• A single Go-Live event is in scope. Any functionality that is mutually agreed to deferred from the
single Go-Live is no longer part of the scope of this SOW.
• Go-Live occurs after migration of the Conga solution to the Production environment.
• Customer is responsible for Go-Live planning with guidance from Conga as outlined in this SOW.
• Customer's information technology policies governing the deployment of Conga solution to the
Production environment and the Go-Live of new information technology must not extend the
Project Plan described herein via a delay in the deployment or Go-Live of the Conga solution.Any
delays must follow the Change Order process.
c. Hypercare Period
"Hypercare Period" refers to the period and services following the Go-Live of the Conga solution.
• For a release of the Conga solution, the Hypercare Period begins at Go-Live and concludes after 5
business days -1 week.
• For clarity, issues identified after the Hypercare Period will be addressed per the terms set forth
in Customer's applicable subscription agreement with Conga (i.e., Customer's purchased level of
Technical Support in the Master Services Agreement and applicable Order Form). Upon
completion of the Hypercare Period, Conga will notify the Customer (email sufficient)
acknowledging SOW Project completion.
6. Resourcing, Roles,and Responsibilities
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a. Resourcing
Conga and Customer resources share responsibility for Project execution, as outlined in this SOW.
Assigned resources are required to attend the Project kickoff, and to perform agreed activities
throughout the Project lifecycle.
The Project will be based from the following locations:
• United States of America
• India
i. Customer Roles and Responsibilities
Project Manager • Act as primary point of contact for Conga Project Manager
• Coordinate all Project activities and required Customer resources
Subject Matter Expert • Provide business and technical expertise to the Project related to Customer's
(Business and Technical) desired solution processes;resources that arefamiliarwith Customer business
processes, documents, approval processes, etc.
System Administrators • Administer Sandbox environment(s)
• Manage all Sign activities required by and related to the Project
ii. Conga Resourcing and Resource Allocations
The following Conga roles, sometimes also referred to as "Resources", will be allocated to the Project.
This is subject to change based on further analysis and discovery through the Project stages. Conga may
engage subcontractors or offshore resources of affiliate employees for this SOW.
Project/ Engagement Manager • Helps monitor and advise
• Performs functional and Project management activities, including
management of Conga consulting team
• Issues status reports, manages risk and issue tracking and manages
budget and schedules
Solution Architect • Leads solution design
• Interprets business requirements
• Performs configuration
• Primary contact of Business SME(s)
• Configures and unit tests solution
• Assists with testing activities
• Assists and guides Customer's business users in UAT phase
Configuration Engineer • Develops, tests and implements code and Advanced Configurations
• Builds and migrates the solution files from one environment to
another
• Configures and unit tests solution
• Assists with testing activities
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• Responsible for unit testing prior to Customer testing
b. Pre-Requisite Deliverables
Prior to Project start, Customer will provide Conga with Pre-Requisite Deliverables (collectively,
"Pre-Requisite Deliverables"):
• List of Contract Types
• List of Metadata fields
• List and templates of email notifications
• Business requirements
• End to end business process flows
• Business use cases
7. Fees, Payments,and Expenses
Professional Services Fees—Time and Materials
Estimated Fees and Expenses are comprised of the following components:
I
Engagement 25 Onshore $313.2 $7,830.00
Manager
Solution Architect 25 Onshore $367.2 $9,180.00
i N
Configuration 80 Offshore $97.2 $7,776.00
Engineer
Total Estimated Hours: 130
Estimated Discounted Fees $24,786
Estimated Expenses $0.00
Discounted Estimated Total Fees & $24,786
Expenses
Any changes which materially change the Estimated Total Fees & Expenses will follow the Change
Order process described in Section 7b below.
Hourly Rate
Professional Services are delivered on a Time & Materials basis per the rate table above, starting
with the first monthly invoice. Any additional hours will be billed at the Change Order rate in Section
7b below. Hourly List Rates are subject to change at Conga's discretion.
a. Invoicing and Payment
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Customer will be invoiced upon execution of this SOW. Payment is due net thirty (30) days from
invoice date. Invoices may be sent to the Customer via electronic mail.
Carahsoft bill to address:
1100 Simonton St
Key West, Florida 33040
United States
Customer ship to address:
1100 Simonton St
Key West, Florida 33040
United States
b. Change Order and Change Order Rates
Engagement Manager Onshore $313.2
Solution Architect Onshore $367.2
Configuration Engineer Offshore $97.2
The following Change Order process will be followed in cases of change to Project scope, effort,
budget, or timeline:
• A Project Change Order form will communicate change. The Change Order must describe the
change, the rationale for the change, and the effect the change will have on the Project.
• The designated Project Manager of the requesting party will submit the request to the other
party.
• All Project Managers will review the proposed change and approve it or reject it.
• The Change Order must be signed by both parties.
c. Travel and Expenses
Travel and expenses are not included in the hourly rate. Should Travel and Expenses be needed, a
mutually agreed and executed Change Order shall be required.
Customer will be invoiced separately for travel expenses incurred on a monthly basis pursuant to
Conga's Travel &Expense policy, located at: https://legaI.conga.com/#travel-expense-policy.
Invoices shall be issued and paid in accordance with Section 7a above.
8. Project Governance
During the Plan phase of the Project, the Customer and Conga will establish appropriate governance to
support effective and appropriate decision making, sign off, and escalation procedures. Governance may
include the following:
• Project Status Meetings: Regularly scheduled with required participation from both Conga and
Customer participants.
• Project Status Reports: Regularly provided by Conga to Customer's Project management team, no
more than weekly.
3568
3569
Liz Yongue
From: Ballard-Lindsey <Ballard-Lindsey@ Mon roeCounty-FL.Gov>
Sent: Monday, March 24, 2025 4:00 PM
To: Gomez-Krystal; County Commissioners and Aides; Kevin Madok; Senior Management
Team and Aides; Liz Yongue; InternalAudit
Cc: Shillinger-Bob; Williams-Jethon; Cioffari-Cheryl; Livengood-Kristen; Rubio-Suzanne;
Pam Radloff; County-Attorney; Allen-John; Danise Henriquez; Hurley-Christine; Rosch-
Mark; Gambuzza-Dina; Beyers-John; InternalAudit; Kevin Madok; Valcheva-Svilena;
Powell-Barbara; Guerra-Cynthia
Subject: Item P8 BOCC 03/25/2025 REVISED BACKUP
Follow Up Flag: Follow up
Flag Status: Flagged
Good Afternoon,
Please be advised that the agenda item backup has been revised for item P8.
"Approval of 2 Contracts for Contract Management Software - total this fiscal year of$93,002.42. "
Sincerely,
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Monroe County, Florida
"The Florida Keys"
"We may encounter many defeats, but we must not be defeated."-Maya Angelou
PLEASE NOTE: FLORIDA HAS A VERY BROAD RECORDS LAW. MOST WRITTEN COMMUNICATIONS TO OR FROM T}EE
COUNTY 2E(�ARDINC� COUNTY BUSINESS ARE PUBLIC RECORDS AVAILABLE TO THE PUBLIC AND MEDIA UPON
REQUEST. YOUR EMAIL COMMUNICATION MAY BE SUBJECT'TO PUBLIC DISCLOSURE.
1
0 Please consider the ervironrrmnt when
0cidideng whether to print this ema:aiL
2
P8
BOARD OF COUNTY COMMISSIONERS
COUNTY of MONROE Mayor James K.Scholl,District 3
The Florida Keys Mayor Pro Tern Michelle Lincoln,District 2
Craig Cates,District 1
David Rice,District 4
Holly Merrill Raschein,District 5
Board of County Commissioners Meeting
March 25, 2025
Agenda Item Number: P8
2023-3814
BULK ITEM: Yes DEPARTMENT: Information Technology
TIME APPROXIMATE: STAFF CONTACT: Alan MacEachern
N/A
AGENDA ITEM WORDING: Approval of 2 Contracts for Contract Management Software - total
this fiscal year of$93,002.42.
ITEM BACKGROUND:
Monroe County's current Contract Management approach is very distributed and a manual, labor
intensive process. Conga Software provides software and services that will enable us to more efficiently
manage the more than 500 existing County contracts and enable us to create a template for the inclusion
and management of future contracts as they are created.
The Carahsoft licensing and maintenance Quote was prepared pursuant to the NASPO Contract
#AR2472 utilizing a competitively bid contract.
The Carahsoft implementation Quote was prepared pursuant to the NASPO Contract #NASPO Cloud
Solutions - FL utilizing a competitively bid contract.
PREVIOUS RELEVANT BOCC ACTION:
None.
INSURANCE REQUIRED:
Yes
CONTRACT/AGREEMENT CHANGES:
N/A
Insurance will be provided after BOCC approval.
GPJ 3/17 - Risk approval subject to provision of COI evidencing coverages/limits detailed by email to
AM 3/17 prior to final execution of contract. GPJ to follow up on COI status 3/27
STAFF RECOMMENDATION: Approve
1
DOCUMENTATION:
Carahsoft - Conga - 03.11.2025 - Quote 52646820.pdf
Carahsoft'sCSOW FL.docx
Addendum Standard Terms and Conditions Carahsoft Conga FX 3.24.25.pdf
FINANCIAL IMPACT:
$93,002.42 total ($68,216.42 in licensing/maintenance and $24,786.00 in implementation costs).
Funding Source: 001-06030
2
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ACTUAL QTY-13
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ACTUAL QTY-20
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ACTUAL QTY-1
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***Carahsoft Quote Number:52646820 must be referenced on the PO in order to process***
***Contract Number must be referenced on the PO in order to process***
Terms and Conditions
This Order is between Conga Corporation("Conga")and Carahsoft Technology Corp("Reseller").All subscriptions are subject to the terms and conditions of Conga's End User
License Agreement,available at https://Iegal.conga.com/#end-user-license-agreement.The licenses above are for current Carahsoft Technology Corp client Monroe County,
Florida,authorized as per the terms and conditions of the Partner Agreement or other similar reseller agreement dated 15-Mar-17 between Reseller and Conga.Unless
otherwise stated below,
all amounts in this Order are stated in and shall be paid in USD.
1.For applicable Subscription Services,Customer's included"Conga Revenue Lifecycle Cloud"Entitlements per User:
•Data Storage:40MB per User,aggregated and pooled across the existing org
•File Storage:4GB per User,aggregated and pooled across the existing org
2.For applicable Subscription Services,Customer's included"Conga Revenue Lifecycle Cloud"Entitlements per Org
•Sandbox Environments:2 Partial Sandboxes with 1GB file Storage&1 GB Data Storage each
•A Partial sandbox is a developer sandbox including metadata plus the sample data you define during sandbox setup
3.Revenue Lifecycle Cloud CLM for Web-Admin—Business
•This selection is for admin users of RLC CLM Business Edition.It bundles all licenses needed to create and manage CLM processes.
•An admin who is also an end-user does NOT need an additional end-user license.The admin functionality includes end-user functionality.
•Admin privileges for 1)Conga Approvals 2)X-Author for Contracts 3)Conga Sign are included for CLM uses only.
4.Revenue Lifecycle Cloud CLM for Web-User-Business
•Conga CLM Business User provides Contract Lifecycle Management capabilities including access to the contract
repository and related contract information.
•Users can receive notifications,take actions,perform standard approvals,and view reports.Using Congas proprietary X-Author technology,users can author clauses,
templates,and contracts using Microsoft Word.X-Author provides full legal playbook capability within Word,including clause libraries,smart clauses and fields,and check-
in/check-out capability.Using X-Author capability,users can negotiate and redline contracts entirely within Word,allowing users to track changes throughout the contract
creation process,even using third-party paper.Term exceptions and automated clause reconciliations are also provided.Users also have access to Online Contract
Collaboration for redlining and commenting.Users can employ a guided contract creation experience to create a contract using conditional assembly logic.Advanced approval
functionality for all Conga objects and non-Conga objects allows users to manage approvals,hierarchies,and workflow processes.
•Subject to desired configurations,Conga Sign may be used to initiate eSignature requests within the core Conga CLM
application.Integration to other eSignature providers is also included.
5.Revenue Lifecycle Cloud CLM for Web-Collaborator-Business
•Collaborator allows users to request or generate agreements from pre-approved templates.
•Users do have access to Online Contract Collaboration for online redlining and commenting capabilities.Collaborator also allows users access to the contract repository,
individual contracts,and related contract information.Users can search,initiate approvals,Conga Grid,Conga Sign,receive notifications,and view reports.
•Users do not have access to X-Author.
6.Admin User subscriptions provided by Conga may be used only to configure and administer the Conga Subscription Services in addition to regular User functionality.
7.Customer's technical support(version 5.0)is further described at:https://Iegal.conga.com/#technical-support.
8.Customer's subscription to the Conga Customer Learning Pass may be used by all of Customer's Users and is subject to the Training Terms and Conditions,located at:
https://Iegal.conga.com/#conga-training-terms-and-conditions
COINIIF DEINITIAL q`kkk w III III:::: III)A III ur:. 02/12/2025 j
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TECHNOLOGY CORP.'S
„ment of Work for
roe County, Florida
#52646820
,arch 17, 2025
�t ION PROVIDED BY
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STATEMENT OF WORK
PREPARED FOR
MONROE COUNTY, FLORIDA
3/28/2025
The undersigned, being duly authorized representatives of the parties and their respective affiliates
represent each possesses full authority to legally bind the parties, have fully reviewed this entire
Statement of Work and now acknowledge, execute and deliver this Statement of Work.
By signing this SOW, Customer authorizes Carahsoft to collect payments on any invoice issued pursuant
to this SOW.
Is PO Required: Yes
Monroe County, Florida Carahsoft Technology Corporation
By: B
Name: Name:
Title: Title:
Date: Date:
This Statement of Work("SOW") for Professional Services, effective as of 3/28/2025, is entered into and
between Carahsoft Technology Corp ("Carahsoft") for Professional Services to Monroe County, Florida
7
("Customer")All professional services will be delivered by Apttus Corporation ("Conga").This Statement
of Work("SOW") shall be governed by NASPO Cloud Solutions-FL terms and conditions. Should
conflicting terms arise between the SOW and the NASPO Cloud Solutions- FL, the NASPO Cloud
Solutions- FL terms will supersede.
"Project" refers to the scope of Professional Services, including performance of all work, activities, and
Deliverables, set forth in this SOW, including appendices. Notwithstanding any other provision of these
terms, timelines and hours in this SOW are estimates.
"Professional Services" refers to Professional Services work rendered by Conga in relation to this SOW. It
is distinguished from the meaning of"Services" or "Subscription Services" as used in the Master Services
Agreement or similar software subscription agreement between the parties.
1. Understanding of Objectives
Our understanding of Customer's objectives and desired outcome is the following:
• Central contract repository with a reduction of time spent searching for contracts
• Enhanced visibility into contracting data to improve compliance and identification of risk
Success metrics will be defined and shared by the customer within the first 30 days of the Project.
2. Scope of Work
This section defines the Professional Services scope to be delivered by Conga, with support from
Customer's resources, under this SOW. The known requirements, estimated effort, and scope are
anticipated for Conga solution delivery.The detailed scope and objectives will be confirmed after the
design phase. Adjustments will require a Change Order, as described in Section 7b below.
a. Organizational Scope
The following organizations are in scope:
• North America
b. Product Scope
The following Conga solutions will be configured as part of this SOW:
• Revenue Lifecycle Cloud CLM for Web
c. Functional Use Case Scope
The following functional use cases are in scope:
Conga CLM
Create Agreement Agreement (Contract) record creation • Create 2 Agreement (Contract)
related to the Account object Record Types
• Create and associate up to 2 page
layouts
• Create 20 custom fields
8
Notifications Event alert templates that notify users of Build up to 5 email alert templates
contract events using Notification manager/
Workflow
Roles and Permissions Providing adequate permission and access Create and Assign up to 1 User Role
to various user groups contributing towards . Legal
the end-end agreement process
Smart Search Enables you to search keywords within Configure search settings for Out of
your contract repository the box (OOTB) searchable fields
d. Out of Scope
Professional Services and/or scope not included and/or not itemized as "Scope" in this SOW are out
of scope. Any additional services and/or Project scope will require the Change Order process
described in Section 7b.The following are out of scope:
• Non-Conga Project and Program Management
• Change Management including,but not limited to,stakeholders management;change readiness;
communications plan and execution;training plan and execution including development of training
materials; adoption tracking
• Creation/Definition of business requirements document
• Design,development,testing and deployment of middleware and backend systems
• Any third-parry support related activities
• Other services such as Conga Education Services and Conga Application Managed Services(AMS)
• Contract/Agreement templates
• Clause Library
• Approval Process
• Office 365 integration
• eSignature solutions
• Post activation steps
3. Deliverables and Acceptance Criteria
a. Deliverables
The Deliverables provided by Conga for the scope of this SOW will be:
• High Level User Stories
• Weekly Status Reports
• Configured System
b. Acceptance of Conga Deliverables
Deliverables will be produced in accordance with the Project Plan. Conga will provide early drafts
when feasible.The acceptance of Deliverables shall be pursuant to the PS Terms.
4. Project Methodology and Delivery Assurance
a. Methodology
9
The Project uses Conga Implementation Methodology(CIM), which combines waterfall and agile
methodologies, including five (5) phases with specific exit criteria. Conga provides delivery
assurance throughout, including expert checkpoints to ensure readiness, identify issues, reduce
risks, and obtain rapid results. Conga implementation methodology is generally recommended and
will be followed based on mutual agreement between Customer and Conga Project Managers.
Customer Readiness—Customer will prepare and provide necessary data and key requirements in order
to kick-off the Project. Conga will provide guidance and templates for the collection of the data and
requirements during the Customer readiness phase. Pre-work must be completed before moving into
Define/Design phase of the Project. Conga provides acceptance of the documentation to move to
Define/Design phase.
Define/Design -Collaboration to establish the Project direction.The Project kickoff is held, where
Project objectives and initial plans are established. Conga will provide a high-level Project Plan and
establish Project governance. In addition, Conga will review and validate and document scope, high
level use cases and requirements in collaboration with the Customer and create high level set of user
stories that will be used to configure the solution.
Build/Test—Configure the Conga solution and develop deployment plan. Conga confirms that the
testing plans and deployment plans are in place..
Test—Verification for Conga and Customer to confirm that system is configured to the requirements
and design. End-to-end testing and User Acceptance Testing ('U n is completed.
Launch—Deployment of the solution to production and Hypercare Period. Conga will review to verify
system is ready to launch.
5. Project Plan
Project kickoff will be planned on a mutually agreed date, based on Conga's and Customer's resource
availability, and completion of the Customer Pre-requisite Deliverables defined below.
As of the Effective Date, the known requirements, estimated effort, and scope, the following Project
Plan ("Project Plan") is anticipated for Conga solution delivery. The Project Plan will be confirmed
after the Design phase.Adjustments to the Project Plan must follow the Change Order process,which
10
may result in a Change Order as described in Section 7b.
Planned Project duration: 5 Weeks -4 Week(s) to Launch plus 1 Week Hypercare Period
s
Il�f
For the avoidance of doubt,a day is eight(8)hours,Monday through Friday,on Conga's standard business
days.Anticipated deviations from the Project Plan,including changes in Project duration or delays to the Go-
Live,will be brought to the attention of Customer.
Unless otherwise stated herein,this SOW is effective as of the date of the last signature and will expire
one year from such date. The duration of the SOW can, however, be extended by written mutual
agreement in case of delays and other unforeseen circumstances.
a. Kickoff
Conga will contact Customer within three(3)weeks of SOW Effective Date to establish a Project
start date.The Project start date will be mutually agreed to in writing by the parties (email
sufficient).
b. Go-Live
"Go-Live" refers to the on-boarding of users to the Conga in the Production environment.
• A single Go-Live event is in scope. Any functionality that is mutually agreed to deferred from the
single Go-Live is no longer part of the scope of this SOW.
• Go-Live occurs after migration of the Conga solution to the Production environment.
• Customer is responsible for Go-Live planning with guidance from Conga as outlined in this SOW.
• Customer's information technology policies governing the deployment of Conga solution to the
Production environment and the Go-Live of new information technology must not extend the
Project Plan described herein via a delay in the deployment or Go-Live of the Conga solution.Any
delays must follow the Change Order process.
c. Hypercare Period
"Hypercare Period" refers to the period and services following the Go-Live of the Conga solution.
• For a release of the Conga solution, the Hypercare Period begins at Go-Live and concludes after 5
business days -1 week.
• For clarity, issues identified after the Hypercare Period will be addressed per the terms set forth
in Customer's applicable subscription agreement with Conga (i.e., Customer's purchased level of
Technical Support in the Master Services Agreement and applicable Order Form). Upon
completion of the Hypercare Period, Conga will notify the Customer (email sufficient)
acknowledging SOW Project completion.
6. Resourcing, Roles,and Responsibilities
11
a. Resourcing
Conga and Customer resources share responsibility for Project execution, as outlined in this SOW.
Assigned resources are required to attend the Project kickoff, and to perform agreed activities
throughout the Project lifecycle.
The Project will be based from the following locations:
• United States of America
• India
i. Customer Roles and Responsibilities
Project Manager • Act as primary point of contact for Conga Project Manager
• Coordinate all Project activities and required Customer resources
Subject Matter Expert • Provide business and technical expertise to the Project related to Customer's
(Business and Technical) desired solution processes;resources that arefamiliarwith Customer business
processes, documents, approval processes, etc.
System Administrators • Administer Sandbox environment(s)
• Manage all Sign activities required by and related to the Project
ii. Conga Resourcing and Resource Allocations
The following Conga roles, sometimes also referred to as "Resources", will be allocated to the Project.
This is subject to change based on further analysis and discovery through the Project stages. Conga may
engage subcontractors or offshore resources of affiliate employees for this SOW.
Project/ Engagement Manager • Helps monitor and advise
• Performs functional and Project management activities, including
management of Conga consulting team
• Issues status reports, manages risk and issue tracking and manages
budget and schedules
Solution Architect • Leads solution design
• Interprets business requirements
• Performs configuration
• Primary contact of Business SME(s)
• Configures and unit tests solution
• Assists with testing activities
• Assists and guides Customer's business users in UAT phase
Configuration Engineer • Develops, tests and implements code and Advanced Configurations
• Builds and migrates the solution files from one environment to
another
• Configures and unit tests solution
• Assists with testing activities
12
• Responsible for unit testing prior to Customer testing
b. Pre-Requisite Deliverables
Prior to Project start, Customer will provide Conga with Pre-Requisite Deliverables (collectively,
"Pre-Requisite Deliverables"):
• List of Contract Types
• List of Metadata fields
• List and templates of email notifications
• Business requirements
• End to end business process flows
• Business use cases
7. Fees, Payments,and Expenses
Professional Services Fees—Time and Materials
Estimated Fees and Expenses are comprised of the following components:
I
Engagement 25 Onshore $313.2 $7,830.00
Manager
Solution Architect 25 Onshore $367.2 $9,180.00
i N
Configuration 80 Offshore $97.2 $7,776.00
Engineer
Total Estimated Hours: 130
Estimated Discounted Fees $24,786
Estimated Expenses $0.00
Discounted Estimated Total Fees & $24,786
Expenses
Any changes which materially change the Estimated Total Fees & Expenses will follow the Change
Order process described in Section 7b below.
Hourly Rate
Professional Services are delivered on a Time & Materials basis per the rate table above, starting
with the first monthly invoice. Any additional hours will be billed at the Change Order rate in Section
7b below. Hourly List Rates are subject to change at Conga's discretion.
a. Invoicing and Payment
13
Customer will be invoiced upon execution of this SOW. Payment is due net thirty (30) days from
invoice date. Invoices may be sent to the Customer via electronic mail.
Carahsoft bill to address:
1100 Simonton St
Key West, Florida 33040
United States
Customer ship to address:
1100 Simonton St
Key West, Florida 33040
United States
b. Change Order and Change Order Rates
Engagement Manager Onshore $313.2
Solution Architect Onshore $367.2
Configuration Engineer Offshore $97.2
The following Change Order process will be followed in cases of change to Project scope, effort,
budget, or timeline:
• A Project Change Order form will communicate change. The Change Order must describe the
change, the rationale for the change, and the effect the change will have on the Project.
• The designated Project Manager of the requesting party will submit the request to the other
party.
• All Project Managers will review the proposed change and approve it or reject it.
• The Change Order must be signed by both parties.
c. Travel and Expenses
Travel and expenses are not included in the hourly rate. Should Travel and Expenses be needed, a
mutually agreed and executed Change Order shall be required.
Customer will be invoiced separately for travel expenses incurred on a monthly basis pursuant to
Conga's Travel &Expense policy, located at: https://legaI.conga.com/#travel-expense-policy.
Invoices shall be issued and paid in accordance with Section 7a above.
8. Project Governance
During the Plan phase of the Project, the Customer and Conga will establish appropriate governance to
support effective and appropriate decision making, sign off, and escalation procedures. Governance may
include the following:
• Project Status Meetings: Regularly scheduled with required participation from both Conga and
Customer participants.
• Project Status Reports: Regularly provided by Conga to Customer's Project management team, no
more than weekly.
14
15
Addendum
Monroe County Contract
Terms and Conditions
The Monroe County Board of County Commissioners (herein after"County") and Carahsoft
Technology Corporation ("Reseller" or"Carahsoft") and Conga Corporation (herein after"Conga")
agree as set forth below.
The County, Reseller and Conga hereby enter into this addendum to the End User License
Agreement, Order Form, and Statement of Work (SOW) ("Agreement") and agrees to the following:
The Agreement includes and incorporates the Order Form and the SOW, as well as this Addendum.
The Agreement shall comply with the NASPO ValuePoint Master Terms and Conditions No.
AR2472 and State of Florida Participating Addendum (Alternative Contract Source No 43230000-
NASPO-I6-ACS), as amended by Amendment No. 1 and No. 2.
The Agreement is a Public Record under Chapter 119, Florida Statutes. The parties agree to comply
with Chapter 119, Florida Statutes.
Payment will be made in accordance with the Local Government Prompt Payment Act, 218.70,
Florida Statutes. Payments due and unpaid under the Agreement shall bear interest pursuant to the
Local Government Prompt Payment Act. Reseller shall submit to the County invoices
with Supporting documentation that are acceptable to the Monroe County Clerk of Court and
Comptroller(Clerk). Acceptability to the Clerk is based on generally accepted accounting principles
and such laws, rules, and regulations as may govern the Clerk's disbursal of funds.
Travel, as approved by the County, shall be reimbursed to the CARAHSOFT, but only to the extent
and in the amounts authorized by Section 112.061, Florida Statutes and in accordance with Monroe
County Code Chapter 2, Art. III, Div. 3 and Monroe County Travel Policies
The County's performance and obligation to pay under this Agreement is contingent upon an annual
appropriation by the Monroe County Board of County Commissioners. The Term of the Agreement
shall be as set forth in the Order Form.
County's indemnification is limited and subject to the sovereign immunity provisions of Sec. 768.28,
Florida Statutes. No agreement shall provide for a waiver of the County's sovereign immunity
protections under Florida Law.
Maintenance of Records: Reseller shall maintain all books, records, and documents directly
pertinent to performance under this Agreement in accordance with generally accepted accounting
principles consistently applied. Each party to this Agreement or their authorized representatives,
shall have reasonable and timely access to such records of each other party to this Agreement for
public records purposes during the term of the Agreement and for five years following the
termination of this Agreement. If an auditor employed by the County or the determines that monies
paid to Reseller pursuant to this Agreement were spent for purposes not authorized by this
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Agreement, Reseller shall repay the monies together with interest calculated pursuant to Sec. 55.03;
FS, running from the date the monies were paid to Reseller.
Governing Law, Venue, Interpretation, Costs, and Fees: This Agreement shall be governed by
and construed in accordance with the laws of the State of Florida applicable to contracts made and to
be performed entirely in the State. In the event that any cause of action or administrative proceeding
is instituted for the enforcement or interpretation of this Agreement, the County and Reseller/Conga
agree that venue shall lie in the appropriate court or before the appropriate administrative body in
Monroe County, Florida. This Agreement shall not be subject to arbitration.
Attorney's Fees and Costs: County and Reseller agree that in the event any cause of action or
administrative proceeding is initiated or defended by any parry relative to the enforcement or
interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees
and court costs, as an award against the non-prevailing party, and shall include attorney's fees and
courts costs in appellate proceedings. Mediation proceedings initiated and conducted pursuant to this
Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual and customary
procedures required by the circuit court of Monroe County.
Nondiscrimination: The Parties agree that there will be no discrimination against any person, and it
is expressly understood that upon a determination by a court of competent jurisdiction that
discrimination has occurred, this Agreement automatically terminates without any further action on
the part of any parry, effective the date of the court order. The Parties agree to comply with all
Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination.
These include but are not limited to: 1) Title VII of the Civil Rights Act of 1964 (PL 88-352) which
prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education
Amendment of 1972, as amended (20 USC ss.1681-1683, and 1685-1686), which prohibits
discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20
USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age Discrimination
Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination on the basis of age;
5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to
nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism
Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended, relating to
nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of
1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as amended, relating to confidentiality of
alcohol and drug abuse patient records; 8) Title VIII of the Civil Rights Act of 1968 (42 USC s. 3601
et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The
Americans with Disabilities Act of 1990 (42 USC s. 12101 Note), as maybe amended from time to
time, relating to nondiscrimination on the basis of disability; 10) Monroe County Code Chapter 14,
Article II, which prohibits discrimination on the basis of race, color, sex, religion, national origin,
ancestry, sexual orientation, gender identity or expression, familial status or age; 11) Any other
nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or the
subject matter of, this Agreement.
Public Records Compliance. Reseller must comply with Florida public records laws, including but
not limited to Chapter 119, Florida Statutes and Section 24 of article I of the Constitution of Florida.
The County and Reseller shall allow and permit reasonable access to, and inspection of, all
documents, records, papers, letters or other "public record" materials in its possession or under its
control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the
Customer and Reseller in conjunction with this contract and related to contract performance. The
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County shall have the right to unilaterally cancel this contract upon violation of this provision by
Reseller. Failure of Reseller to abide by the terms of this provision shall be deemed a material breach
of this contract and the County may enforce the terms of this provision in the form of a court
proceeding and shall, as a prevailing party, be entitled to reimbursement of all attorney's fees and
costs associated with that proceeding. This provision shall survive any termination or expiration of
the contract. Reseller is encouraged to consult with its advisors about Florida Public Records Law in
order to comply with this provision.
Non-Waiver of Immunity: Notwithstanding the provisions of Sec. 768.28, Florida Statutes, the
participation of the County and Reseller/Conga in this Agreement and the acquisition of any
commercial liability insurance coverage, self-insurance coverage, or local government liability
insurance pool coverage shall not be deemed a waiver of immunity to the extent of liability coverage,
nor shall any contract entered into by the County be required to contain any provision for waiver.
Non-Reliance by Non-Parties: No person or entity shall be entitled to rely upon the terms, or any of
terms of this Agreement to enforce or attempt to enforce any third-parry claim or entitlement to or
benefit of any service or program contemplated hereunder, and the County and the Reseller agree that
neither the County nor the Reseller or any agent, officer, or employee of either shall have the
authority to inform, counsel, or otherwise indicate that any particular individual or group of
individuals, entity or entities, have entitlements or benefits under this Agreement separate and apart,
inferior to, or superior to the community in general or for the purposes contemplated in this
Agreement.
No Personal Liability: No covenant or agreement contained herein shall be deemed to be a
covenant or agreement of any member, officer, agent or employee of Monroe County in his or her
individual capacity, and no member, officer, agent or employee of Monroe County shall be liable
personally on this Agreement or be subject to any personal liability or accountability by reason of the
execution of this Agreement.
E-Verify System - In accordance with F.S. 448.095, Any Contractor and any subcontractor shall
register with and shall utilize the U.S. Department of Homeland Security's E-Verify system to verify
the work authorization status of all new employees hired by the Reseller during the term of the
Contract and shall expressly require any subcontractors performing work or providing services
pursuant to the Contract to likewise utilize the U.S. Department of Homeland Security's E-Verify
system to verify the work authorization status of all new employees hired by the subcontractor during
the Agreement term. Any subcontractor shall provide an affidavit stating that the subcontractor does
not employ, contract with, or subconstruct with an unauthorized alien. Reseller shall comply with and
be subject to the provisions of F.S. 448.095
COUNTY FORMS. By signing this Agreement, Reseller/Conga has sworn or affirmed to the
following requirements as set forth in the Public Entity Crime Statement, Ethics Statement, Drug-
Free Workplace Statement and Vendor Certification Regarding Scrutinized Companies List as set
forth in more detail in this Agreement.
Public Entity Crime Statement
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Reseller/Conga certifies and agrees that Reseller/Conga nor any Affiliate has been placed on the
convicted vendor list within the last 36 months.
In accordance with Section 287.134, Florida Statutes, an entity or affiliate who has been placed on
the Discriminatory Vendor List, kept by the Florida Department of Management Services, may not
submit a bid on a contract to provide goods or services to a public entity; may not submit a bid on a
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 consultant under a contract with any public entity; and may not
transact business with any public entity.
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 contracts to provide any goods or services to a public
entity, may not submit a bid on a 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 public entity, may
not be awarded or perform work as a contractor, supplier, subcontractor, Reseller/Conga or
subcontractor under a contract with any public entity, and may not transact business with any public
entity in excess of the threshold amount provided in Section 287.017 of the Florida Statutes, for
CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor
list.
By signing this Agreement, Reseller/Conga represents that the execution of this Agreement will not
violate the Public Entity Crimes Act (Section 287.133, Florida Statutes). Violation of this section
shall result in termination of this Agreement and recovery of all monies paid hereto, and may result in
debarment from County's competitive procurement activities.
In addition to the foregoing, Reseller/Conga further represents that there has been no determination,
based on an audit, that it or any subcontractor has committed an act defined by Section 287.133,
Florida Statutes, as a"public entity crime" and that it has not been formally charged with committing
an act defined as a "public entity crime" regardless of the amount of money involved or whether
Reseller/Conga has been placed on the convicted vendor list.
Reseller/Conga will promptly notify the County if it or any subcontractor is formally charged
with an act defined as a "public entity crime" or has been placed on the convicted vendor list.
Ethics Clause
By signing this Agreement, Reseller warrants that he/it has not employed, retained or otherwise had
act on his/her behalf any former County officer or employee in violation of Section 2 of Ordinance
No. 010-1990 or any County officer or employee in violation of Section 3 of Ordinance No. 010-
1990. For breach or violation of this provision the County may, in its discretion, terminate this
Agreement without liability and may also, in its discretion, deduct from the Agreement or purchase
price, or otherwise recover, the full amount of any fee, commission, percentage, gift, or consideration
paid to the former County officer or employee.
VENDOR CERTIFICATION REGARDING SCRUTINIZED COMPANIES LISTS
Reseller/Conga agrees and certifies compliance with the following:
Section 287.135, Florida Statutes prohibits a company from bidding on, submitting a proposal for, or
entering into or renewing a contract for goods or services of any amount if, at the time of contracting
or renewal, the company is on the Scrutinized Companies that Boycott Israel List, created pursuant to
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Section 215.4725, Florida Statutes, or is engaged in a Boycott of Israel. Section 287.135, Florida
Statutes, also prohibits a company from bidding on, submitting a proposal for, or entering into or
renewing a contract for goods or services of $1,000,000 or more, that are on either the Scrutinized
Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran
Terrorism Lists which were created pursuant to s. 215.473, Florida Statutes, or is engaged in business
operations in Cuba or Syria.
As the person authorized to sign on behalf of Reseller/Conga, I hereby certify that the company
identified above is not listed on the Scrutinized Companies that Boycott Israel List or engaged in a
boycott of Israel and for Projects of $1,000,000 or more is not listed on either the Scrutinized
Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran
Terrorism List, or engaged in business operations in Cuba or Syria.
I understand that pursuant to Section 287.135, Florida Statutes, the submission of a false certification
may subject company to civil penalties, attorney's fees, and/or costs. I further understand that any
contract with the County may be terminated, at the option of the County, if the company is found to
have submitted a false certification or has been placed on the Scrutinized Companies that Boycott
Israel List or engaged in a boycott of Israel or placed on the Scrutinized Companies with Activities in
Sudan List or the Scrutinized Companies with Activities in the Iran Terrorism List or been engaged
in business operations in Cuba or Syria.
Note: The List are available at the following Department of Management Services Site:
1zt;t ://www�nflgjjda:.,.cogVbusj �c , c cr, t. ��s/,st�tc... ��rc�z ��s=/ ;,endor....infon-nation/convicte
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Non-Collusion Affidavit
Reseller by signing this Agreement, according to law on my oath, and under penalty of perjury,
depose and say that the person signing on behalf of the firm of Reseller, the bidder making the
Proposal for the project described in the Scope of Work and that I executed the said proposal with
full authority to do so; 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; 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 bid opening, directly or indirectly, to any
other bidder or to any competitor; and 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; the statements contained in this affidavit are true and correct, and made
with full knowledge that Monroe County relies upon the truth of the statements contained in this
affidavit in awarding contracts for said project.
Insurance
Carahsoft shall name Monroe County Board of County Commissioners as an Additional Named
Insured and Certificate Holder on Commercial General Liability in accordance with the limits as set
forth in Section 16 of the NASPO ValuePoint Master Terms and Conditions.
Agreed to And Accepted by Reseller/Carahsoft Technology Corporation
Signature
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State and Local Contracts Manager
Title
Agreed to And Accepted by Conga Corporation
/0 a44;zId-
Si ature
Sr. Legal Counsel
Title
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