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LEXIPOL LLC - SOURCE WELL CONTRACT #011822-LXPA CONTRACT AWARD SHEET INSTRCUTIONAL GUIDE TO ASSIST YOU WITH THE INFORMATION CONTACINED HEREIN IS AVAILABLE IN THE PURCHASING SECTION OF OUR WEBPAGE AT: www.hialeahfl.gov CITY OF HIALEAH CONTRACT AWARD PURCHASING DEPARTMENT CITY OF HIALEAH CONTRACT: SOURCE WELL CONTRACT #011822-LXP DESCRIPTION: POLICY MANUAL SOFTWARE SERVICES & DAILY TRAINING BULLETINS W/SUULEMENTAL PUBLICATION SERVICES W/ FIRE OPERATION PROCEDURES (SOP) FOR THE ENTIRE FIRE DEPARTMENT CONTRACT PERIOD: 5/23/2023 – 03/23/2026 SECTION #1 – VENDOR AWARD Name: LEXIPOL LLC Name: Contact: JAN ROOS Contact: Phone: (844) 312-9500 Phone: Fax: Fax: E-mail: E-mail: Name: Name: Contact: Contact: Phone: Phone: Fax: Fax: E-mail: E-mail: SECTION #2 – AWARD/BACKGROUND INFORMATION/APPLICABLE ORDINANCES/NOTES CITY COUNCIL APPROVED ON: 05/23/2023, ITEM M AMENDED AMOUNT: RESOLUTION NO: INSURANCE REQUIREMENTS: ANNUAL CONTRACT AMOUNT: $70,510.26 PERFORMANCE BOND: APPLICABLE ORDINANCES: Notes: SECTION #3 – REQUESTING DEPARTMENT CITY OF HIALEAH, DEPARTMENT OF FIRE Contract Administrator: Chief Willians Guerra Phone: 305-883-6900 SECTION #4 – PROCURING AGENCY CITY OF HIALEAH, DEPARTMENT OF FIRE Contract Administrator: Chief Willians Guerra Phone: 305-883-6900 Prepared by: Marilin Gutierrez ITEM #,_..JM~- MAY 2 3 2023 COUNCIL AGENDA ITEM REQUEST FORM This form, letter from the department head addressed to the Mayor and City Council, as well as supporting documents are due the Monday of the week prior to the City Council Meeting. Date of Request. May 2, 2023 Requ2sting City Department: Fire Department Requested Council Meeting Date: I May 23, 2023 Action Requested from the ' r1 Issue a purchase order City Council: I I I :J Increase a purchase order ! □ Award a bid I □ Bid No. ' D Reject a bid D Bid No. I i D Special Events Permit _J Street Closure D Other: Scope of service(s) or Purchase policy manual software services& daily training product(s): bulletins w/supplemental publication services w/fire operation procedures (SOP) for the entire Fire Department. l I I ·/e n der: Lexipol LLC. Expenditure Amount: Funding Source (i.e., account funding the expenditure): Purchasing Process: $70,510.26 109.2000.522.340 (Contractual Services) □ Competitive Bidding □ An exception to competitive bidding applies: □ Professional services in the nature of consultants, accountants and attorneys □ Sole source provider □ Emergency based on object facts □ Credit facilities □ Competitive bidding is not required because the City is utilizing a bid that has been awarded or under contract by state, county or other governmental agencies. □ Title of state, county or other governmental agencies contract: __ Source well Contract# 011822LXP_ □ Piggy-back contract expiration date:_ D ___ March 23, 2026 _______ _ □ Waive Competitive Bidding D Reason(s) it is not advantageous to the City to utilize competitive bidding: . . Signatures: ri) Department He ad Esteban Bovo, Jr. Mayor Monica Perez Council President .Jacqueline Garcia- Roves Council Vice-President May 2, 2023 Mayor Esteban Bovo Jr. and City Council members 501 Palm Avenue Hialeah, Florida 33010 City of Hialeah Dear Mayor Bovo & Council members: Council Members Bryan Calvo Vivian Casals-Mufi.oz Luis Rodriguez Jesus Tundidor Carl Zogby Whenever advantageous to the city, the city may utilize bids that have been awarded or under contract by the state, county or other governmental agencies. If the city utilizes state, county or other governmental agency bids, competitive bidding will not be required. Sec. 2-818. -State, county or other governmental agency bids or contracts. I am respectfully requesting permission to waive competitive bidding and Piggyback off the Source well Contract #011822LXP and issues a purchase order in the amount of $70,510.26 to Lexipol LLC., (V.N. # 24284) 2611 Internet Blvd., Ste 1 00Frisco, TX 75034 to purchase annual policy manual services & daily training bulletins w/supplemental publication services w/fire operations procedures (SOP) for the entire Fire Department, these services will be purchased in phases, Phase 1 will cost $16,471.41 and will be drawn by 9/30/2023 for FY 22-23 and Phase 2 the remaining balance of $54,038.85 will be drawn by 9/30/2024 for FY 23-24. This request is to be funded from account #109.2000.522.340 (Contractual Services) Your consideration of this request will be greatly appreciated. t/~. Willians Guerra Fire Chief Hialeah Fire Department 501 Palm Avenue, Hialeah, Florida· 33010-4719 er DocuSign Envelope ID : 933A6351-00AA-4844-9E2E-EF5EF6846607 llllf LEXIPOL Agency's Name: Agency's Address : Agency's Sourcewell Member ID: Attention: Sales Rep : Lexipol's Address: Effective Date: MASTER SERVICE AGREEMENT Hialeah Fire Department 83 E 5th St Accounting Dpt POB 110040 Hialeah, Florida 33010 210665 Deputy Chief Ray Malin Tony Farrell 2611 Internet Boulevard, Suite 1 00 Frisco, Texas 75034 (to be completed by Lexipol upon receipt of signed Agreement) This Master Service Agreement (the "Agreement") is entered into by and between Lexipol, LLC, a Delaware limited liability company ("Lexipol"), and the department, entity, or organization referenced above ("Agency"). This Agreement consists of: (a) this Cover Sheet (b) Exhibit A -Selected Services and Associated Fees (c) Exhibit B -Terms and Conditions of Service This Agreement is entered into subject to the terms and conditions contained in Sourcewell Contract Number 011822-LXP (the Sourcewell Contract). In the event of any conflict between the terms and conditions of this Agreement and the terms and conditions set forth in the Sourcewell Contract. the terms and conditions of the Sourcewell Contract shall control. Each individual signing below represents and warrants that they have full and complete authority to bind the party on whose behalf they are ;;ing to all terms and conditions contained in this Agreement :::::::,:ire Depart #A'~ , ~~;::~,~LC G;:~~:,. t7 P · t N , I •. ,.,,.. / p · t N Jan Roos rm ame : "v-1 \ '---'-'..-..J? <....!:74,,t;:.(-f!:.A rin ame: ____________ _ Title: Title: Vice President & General Counsel Date Signed : Date Signed: 5/11/2023 DocuSign Envelope ID : 933A6351-00AA-4844-9E2E-EF5EF6846607 Exhibit A SELECTED SERVICES AND ASSOCIATED FEES Agency is purchasing the following: Phase 1 pro-rate 6/1/2023 - 9/30/2023 QTY DESCRIPTION UNIT PRICE SOURCEWELL DISC AMT EXTENDED DISC Annual Fire Policy Phase 1 Manual & Daily USO 2,681.67 5% USO 134.08 USO 2,547.59 Training Bulletins (Start: 6/1/2023 End: 9/30/2023) Annual Fire Supplemental Manual(s) (Start: USO 1,023.33 5% USD51.17 USO 972.16 6/1/2023 End : 9/30/2023) 1 Annual Fire Procedures (Start: 6/1/2023 USO 702 .33 5% USD35.12 USO 667 .21 End : 9/30/2023) Phase 1 pro-rate 6/1/2023 -9/30/2023 Sourcewell Discount: USO 866 .92 Annual Subscription w/ Implementation 10/1/2023 - 9/30/2024 Phase 1 pro-rate 6/1/2023 -9/30/2023 TOTAL: USO 16,471.41 QTY DESCRIPTION UNIT PRICE SOURCEWELL DISC AMT EXTENDED DISC 1 Annual Fire Policy Manual & Daily Training USO 21,172.00 5% USO 1,058.60 USO 20,113.40 Bulletins w/Supplemental Publication Service w/Fire Operations Procedures (Start: 10/1/2023 End : 9/30/2024) Fire Tier II Implementation USO 8,606.00 5% USO 430.30 USO 8,175.70 1 Fire Tier Ill Implementation USO 10,193.00 5% USO 509.65 USO 9,683.35 1 Fire Tier IV Implementation USO 7,526 .00 5% USO 376 .30 USO 7,149.70 Fire Tier V Implementation USO 9,386 .00 5% USO 469 .3 0 USO 8,916.70 Annual Subscription w/ Implementation 10/1/2023 -9/30/2024 Sourcewell Discount: USO 2,844.15 Annual Subscription w/ Implementation 10/1/2023 -9/30/2024 TOTAL: USO 54,038.85 *Fire pricing is based on 204 Fire Authorized Staff. The foregoing pricing has been prorated for the benefit of Agency and Agency therefore agrees that they will waive the right to cancel this agreement until the end of the first renewal period. Discount Notes 5% Sourcewell Notes Pro-rated Start to be invoiced at time of set up -$16,471.41 ... Full Annual Subscription to be invoiced Oct 1 -$54,038 .85 DocuSign Envelope ID 933A6351-00AA-4844-9E2E-EF5EF6846607 Exhibit B Terms and Conditions of Service These Terms and Conditions of Service {the "Terms") govern the rights and obligations of Lexi pol and Agency under this Agreement. Lexipol and Agency may each be referred to herein as a "party" and collectively as the "parties." 1. Definitions. Each of the following capitalized terms will have the meaning included in this Section 1. Other capitalized terms are defined within their respective sections, below. 1.1 "Agency" means the City of Hialeah, Florida subscribing to the Lexi pol Services set forth in Exhibit A. 1.2 "Agency Data" means data, information, and content owned by Agency prior to the Effective Date, or which Agency provides during the Term of this Agreement for purposes of identifying authorized users, confirming agency or department information, or other purposes that are ancillary to receipt of the Service. 1.3 "Agreement" means the combination of the cover sheet {signature page); Exhibit A ("Selected Services and Associated Fees"); this Exhibit B; and any other documents attached hereto and expressly incorporated herein by reference. 1.4 "Effective Date" means the date the date the last of the parties to this Agreement signs. The City shall sign last. 1.5 "Initial Term" means the period commencing on the Effective Date and continuing for the length of time indicated on Exhibit A. If not so indicated, the default Initial Term is one (1) year from the Effective Date. 1.6 "Lexipol Content" means all content in any format including but not limited to: written content, images, videos, data, information, and software multimedia provided by Lexipol and/or its licensors via the Services. 1.7 "Services" means all products and services, including but not limited to all software subscriptions, professional services, and ancillary support services, as may be offered by Lexi pol and/or its affiliates from time to time. 2. Term; Renewal. This Agreement becomes enforceable upon signature by Agency's authorized representative, with an Effective Date as indicated on the cover page. Unless expressly stated in the "Custom Agreement Terms" section of Exhibit A, this Agreement shall automatically renew in successive one-year periods (each, a "Renewal Term") on the anniversary of the Effective Date unless a party provides written notice of non-renewal to the other party at least sixty {60) days prior to such renewal. The Initial Term and all Renewal Terms collectively comprise the "Term" of this Agreement and shall in no event exceed a total of five years. 3. Termination. 3.1 For Convenience; Non-Appropriation. This Agreement may be terminated at any time for convenience (including due to lack of appropriation of funds) upon sixty {60) days written notice.1 3.2 For Cause. This Agreement may be terminated by either party, effective immediately, (a) in the event the other party fails to discharge any obligation, including payment obligations, or remedy any default hereunder for a period of more than thirty {30) calendar days after it has been provided written notice of such failure or default; or (b) in the event that the other party makes an assignment for the benefit of creditors or commences or has commenced against it any proceeding in bankruptcy, insolvency or reorganization pursuant to the bankruptcy laws of any applicable jurisdiction. 3.3 Effect of Expiration or Termination. Upon the expiration or termination of this Agreement for any reason, Agency's access to Lexi pol's Services shall immediately cease unless Lexi pol has, in its sole discretion, provided for their limited continuation. Termination or expiration of this Agreement shall not, however, relieve either party from any obligation or liability that has accrued under this Agreement prior to the date of such termination or expiration, including payment obligations. 4. Fees; Invoicing. Lexipol will invoice Agency at the commencement of the Initial Term and at the commencement of each Renewal Term. Agency agrees to remit payment within thirty (30) calendar days following receipt of Lexi pol's invoice. Payments may 'Note: fees paid for Onlllle Services are not eligible for r·efund. proration. or offset in the event of Agency's terminatron for convenience as Online Services are delivered in full as of the Effective Date. Fees pre-paid for Professional Services are eligible for refund. proration, or offset to the extent such Services have not been delivered or utilized by Agency Copyright© Lexi pol, LLC 1995-2023 Rev. 1.1.2023 1 DocuSign Envelope ID: 933A6351-00AA-4844-9E2E-EF5EF6846607 be made electronically or by mailing a check to Lexipol at 2611 Internet Blvd, Ste. 100, Frisco, TX 75034 (Attn: Accounts Receivable). Lexipol reserves the right to increase fees for Renewal Terms. In the event Lexipol intends to increase fees for any Renewal Term, it shall provide the Agency ninety-days advance notice of the fee increase before the increase is effective. The City shall have the right to reject the increase and terminate the Agreement at no further cost, expense or liability to the Agency. The termination shall be exercised consistent with Section 3.1. All fee amounts stated in Exhibit A are exclusive of taxes and similar fees now in force or enacted in the future. Agency is responsible for all third-party fees (e.g., wire fees, bank fees, credit card processing fees). Unless otherwise exempt, Agency is responsible for and will pay in full all taxes related to its receipt of Lexipol's Services, except for taxes based on Lexi pol's net income. 5. Terms of Service. The following terms and conditions govern access to and use of Lexi pol's Services: 5.1 Online Services. Lexipol's Online Services include all cloud-based services offered by Lexipol and its partners, affiliates, and licensors. Online Services include, without limitation, Lexipol's Knowledge Management System ("KMS") for policy, Learning Management System ("LMS")2, GrantFinder, and Cordico wellness applications (collectively, the "Online Services"). Lexi pol's Online Services are proprietary and, where applicable, protected under U.S. copyright, trademark, patent, and/or other applicable laws. By subscribing to Lexi pol's Online Services, Agency receives a personal, limited, non-sublicensable and non-assignable license to access and use such Services in conformity with these Terms. 5.2 Professional Services. Lexipol's Professional Services include all Services that are not part of Lexipol's Online Services, and which require the professional expertise of Lexi pol personnel and/or contractors, including implementation support for policy manuals, technical support for online learning, accreditation consulting, grant writing and consulting3, and projects requiring regular input from Lexipol's subject matter experts (collectively, "Professional Services"). Lexi pol shall provide all Professional Services in accordance with industry best practices. 5.3 Intellectual Property; License. Lexipol's Services and all Lexi pol Content are the proprietary intellectual property of Lexipol and/or its Ii censors, and are protected where applicable by copyright, trademark, and patent laws. Nothing contained in this Agreement or these Terms shall be construed as conferring any right of ownership or use to Lexi pol's Services or Lexi pol Content. Notwithstanding the foregoing, Agency may, in limited circumstances (e.g. creation, modification, and updating of Agency's policy manuals) create Derivative Works based on Lexipol's Content and shall retain a personal, non-commercial, non-sublicensable and non-assignable license to use such Derivative Works, including beyond the expiration or termination of this Agreement. "Derivative Works" include all work product based on or which incorporates any Lexipol Content, including any revision, modification, abridgement, condensation, expansion, compilation, or any other form in which Lexi pol Content, or any portion thereof, is recast, transformed, or adapted. Agency acknowledges and agrees that Lexi pol shall have no responsibility to update Lexi pol Content used by Agency beyond the Term of this Agreement and shall have no liability whatsoever for Agency's creation or use of Derivative Works. 5.4 Account Security. Access to Lexipol's Services is personal and unique to Agency. Agency shall not assign or otherwise transfer any such rights to any other person or entity. Except as set forth herein, Agency remains responsible for maintaining the security and confidentiality of Agency's usernames and passwords and the security of Agency's accounts. Agency will immediately notify Lexipol if Agency becomes aware that any person or entity other than authorized Agency personnel has used Agency's account or Agency's usernames and/or passwords. 5.5 Agency Data. Lexi pol will use commercially reasonable efforts to ensure the security of all Agency Data. Lexipol's Services use the Secure Socket Layer (SSL) protocol, which encrypts information as it travels between Lexipol and Agency. However, data transmission on the internet is not always 100% secure and Lexipol cannot and does not warrant that information Agency transmits to or through Lexipol or the Services is 100% secure. Lexipol's use of Agency Data is limited to providing the Services, retaining records in the regular course of business, and complying with valid legal obligations. 6. Confidentiality. During the Term of this Agreement, each party may disclose information to the other party that would be reasonably considered confidential, including Agency Data (collectively, "Confidential Information"). The receiving party will: (a) limit disclosure of any such Confidential Information to the receiving party's authorized representatives; (b) advise its personnel and agents of the confidential nature of the Confidential Information and of the obligations set forth in this Agreement; and (c) not disclose any Confidential Information to any third party unless expressly authorized by the disclosing party. A party may disclose Confidential 2 LMS Services include, but are not limited to: PoliceOne Academy, FireRescuel Academy, EMSl Academy, Correctionsl Academy, and LocalGovU. 3 Agency is responsible for submitting all information reasonably required by Lexipol's grant writing team in a timely manner and always at least five (S) days prior to each grant application submission date. Agency is responsible submissions of final grant applications by grant deadlines. Failure to timely submit required materials to Lexipol's grant writing team will result in rollover of project fees to next grant application cycle, not a refund of fees. Requests for cancellation of grant writing services which have already begun will result in a 50% fee of the total value of the service. Copyright © Lexipol, LLC 1995-2023 Rev. 1.1.2023 2 DocuSign Envelope ID: 933A6351-DDAA-4844-9E2E-EF5EF6846607 Information pursuant to a valid governmental, judicial, or administrative order, subpoena, regulatory request, Freedom of Information Act {FOIA) request, Public Records Act {PRA) request, or equivalent, provided that the disclosing party promptly notifies, to the extent practicable and without causing unreasonable or unjust delay, the other party in writing prior to such disclosure so that the other party may seek to make such disclosure subject to a protective order or other appropriate remedy to preserve the confidentiality of the Confidential Information. Each party shall be responsible for any negligent breach of this section by any of such party's personnel or agents. Lexipol expressly acknowledges that as a public entity subject to the Florida Public Records Laws, the City has an obligation to acknowledge and respond to, without unjust or unreasonable delay, requests for public records. Lexipol agrees that nothing in this Agreement concerning Confidential Information shall be interpreted to impede or interfere with the City's unfettered discharge of its obligations under the law. 7. Warranty. LEXlPOL WARRANTS THAT ITS SERVICES ARE PROVIDED IN A PROFESSIONAL AND WORKMANLIKE MANNER IN ACCORDANCE WITH PREVAILING INDUSTRY STANDARDS, THAT THEY SHALL BE FIT FOR THE PURPOSES SETFORTH HEREIN, AND THAT SUCH SERVICES SHALL NOT INFRINGE THE RIGHTS OR INTELLECTUAL PROPERTY OF THIRD PARTIES. Notwithstanding any provision in this paragraph 6, Lexi pol shall provide the warranty protections in the Sourcewell Contract, incorporated by reference in its entirety to this Agreement, which afford the City the greatest protections. 8. Mutual Indemnification from Third Party Claims. Lexi pol will indemnify, defend, and hold harmless Agency from and against any and all loss, liability, damage, claim, cost, charge, demand, fine, penalty, or expense arising directly and solely out of Lexipol's negligence or willful misconduct in providing Services pursuant to this Agreement. Agency shall likewise indemnify, defend, and hold Lexipol harmless from and against any and all loss, liability, damage, claim, cost, charge, demand, fine, penalty, or expense arising out of acts or omissions by Agency, Agency's personnel, or any party acting on Agency's behalf. Notwithstanding any provision in this paragraph 7, Lexi pol shall indemnity the City to the extent provided in the Sourcewell Contract, incorporated by reference in its entirety to this Agreement, to afford the City the broadest protections. Furthermore, in no event shall the city's obligation to indemnify Lexi pol exceed the scope and limits of the statutory partial waiver of sovereign immunity provided by F.S. 768.28. 9. Limitation of Liability. With the exception of claims for infringement of intellectual property rights, for indemnification, or breach of warranty, each party's cumulative liability resulting from any claims, demands, or actions asserted by one party against the other, arising out of or relating to this Agreement, the Services, or the use of any Lexi pol Content shall not exceed the larger of: the aggregate amount of fees paid to Lexi pol by Agency during the twelve-month period immediately prior to the assertion of such claim, demand, or action; or $10,000.00. In no event shall either party be liable for any indirect, incidental, consequential, special, exemplary damages, or lost profits, even if such party has been advised of the possibility of such damages. 10. General Terms. 10.1 Entire Agreement. This Agreement embodies the entire agreement between the parties and supersedes all prior agreements with respect to the subject matter hereof. No representation, promise, or statement of intention has been made by either party that is not embodied herein. Terms and conditions set forth in any purchase order or other document that are inconsistent with or in addition to the terms and conditions set forth in this Agreement are rejected in their entirety and void, regardless of when received, without further action. No amendment, modification, or supplement to this Agreement shall be binding unless it is made in writing and signed by both parties. 10.2 General Interpretation. The terms of this Agreement have been chosen by the parties hereto to express their mutual intent. This Agreement shall be construed equally against each party without regard to any presumption or rule requiring construction against the party who drafted this Agreement or any portion thereof. 10.3 Invalidity of Provisions. Each provision contained in this Agreement is distinct and severable. A declaration of invalidity or unenforceability of any provision or portion thereof shall not affect the validity or enforceability of any other provision. Should any provision or portion thereof be held to be invalid or unenforceable, the parties agree that the reviewing authority should endeavor to give effect to the parties' intention as reflected in such provision to the maximum extent possible. 10.4 Compliance; Governing Law. Each party shall maintain compliance with all applicable laws, rules, regulations, and orders relating to its obligations pursuant to this Agreement. This Agreement shall be construed in accordance with, and governed by, the laws of the state in which Agency is located, without giving effect to any choice of law doctrine that would cause the law of any other jurisdiction to apply. 10.5 Assignment. This Agreement may not be assigned by either party without the prior written consent of the other. Notwithstanding the foregoing, this Agreement may be assumed by a party's successor in interest through merger, acquisition, or consolidation without additional notice or consent. Copyright© Lexi pol, LLC 1995-2023 Rev. 1.1.2023 3 DocuSign Envelope ID : 933A6351-00AA-4844-9E2E-EF5EF6846607 10.6 Waiver. Either party's failure to exercise, or delay in exercising, any right or remedy under any provision of this Agreement shall not constitute a waiver of such right or remedy. 10.7 Notices. Any notice required hereunder shall be in writing and shall be made by certified mail (postage prepaid) to known, authorized recipients at such address as each party may indicate from time to time. In addition, electronic mail (email) to established and authorized recipients is acceptable when acknowledged by the receiving party. Copyright© Lexipol, LLC 1995-2023 Rev. 1.1.2023 4 ii(if LEXIPOL January 1, 2023 To the Hialeah Fire Department: This letter sets forth justification for Lexipol, LLC as a sole source provider of risk management tools for public safety organizations. Lexipol offers subscription-based policy management and training services that are purchased by public safety and local government organizations directly from Lexi pol. DEPARTMENT NEED Your agency or department requires a policy management solution that is compliant with applicable laws and regulations, implemented by qualified professionals, customized to fit your needs, and includes scenario-based daily training bulletins with tests to reinforce and demonstrate policy comprehension. The system must be readily accessible online and via mobile devices, provide real-time policy updates, and include a supplemental manual for department-specific procedural content. LEXI POL PRODUCT DETAILS Lexipol's comprehensive policy management solution is the only one to provide all of the above. A Lexipol subscription provides access to substantive copyrighted content on a proprietary, web-based knowledge management system that enables issuance of department-specific policy, captures electronic signatures for compliance, and assigns training to reinforce comprehension and application. Lexipol's policy solution allows each agency or department to increase policy compliance and personnel safety while improving the services provided to the communities they serve. By working with Lexipol, each agency and department takes advantage of our unrivaled network of subject matter experts and legal resources to implement policy management solutions. Due to the increasing complexity of evolving laws governing public safety organizations, hiring resources that carry the requisite legal expertise in this subject matter has proven cost prohibitive on a per-department basis. JUSTIFICATION FOR SOLE SOURCE AWARD As thousands of other agencies and departments have determined through comprehensive review and due diligence, no other platform provides a comprehensive policy management solution suite like Lexipol. Others may staff personnel who help write and review policy content but lack the necessary software platform to track ongoing personnel compliance and knowledge management. Alternatively, they may provide a platform to house content but do not offer training and updates to ensure retention of vital material. Finally, many lack tracking and reporting altogether. Only Lexipol offers a comprehensive policy solution that meets all department requirements, and Lexipol does not offer its solutions through third parties, making it the sole source for your needs. If you have any questions or need assistance, please feel free to contact us. We appreciate the opportunity to serve and support you. Sincerely, Vice President and General Counsel compliance@lexipol.com 2611 Internet Blvd, Ste 100 Frisco, TX 75034 (844) 312-9500 www.lexipol.com iilif LEXIPOL COOPERATIVE PURCHAS ;ING WITH SOURCEWELL GETTING STARTED When your agency prepares for the procurement process, you face two decisions: What are you going to buy? And how are you going to buy it? For many agencies, the answers to these questions have been made easier through cooperative purchasing organizations such as Sourcewell. WHAT IS SOURCEWELL? C. ___ Sourcewell ~ it;~t:.. :i: ~ QJ .c E QJ ~ Member · · Agency -~ -o "' ..c: Cl+-' QJ ::::, ..J <( Works With And Procures Directly t QJ a. ro C. Vendor Suppliers Sourcewell is a government entity serving as a municipal contracting agency for government, education, and non- profit agencies. Sourcewell serves participating agencies across the U.S. under the legislative authority established and granted by the state of Minnesota and is governed by a publicly elected board of directors. The primary purpose of cooperative purchasing organizations like Sourcewell is to create efficiency in public procurement. HOW IT WORKS Sourcewell competitively solicits and awards cooperative contracts on behalf of user procurement needs. Suppliers with a Sourcewell-awarded contract have already satisfied local bid requirements through a request for proposals (RFP) process. That means agencies can often immediately purchase contracted items, using Sourcewell's process as their own RFP process. You get what your agency needs faster, with the assurance that you're receiving the most competitive price. :_.:(.~/~'. .. , ·?1;:~":~ :. J ;i -<\ ·: ·-,~: .· .. ; , Ttaiiilif im oft ,'.h , ,,!, < . . \7tJ11i;:1f~~l1tlft,r;,· · · • . < y1ei,1Ysu~y~)!J~ncEf-,/:: · · .: ' v~:.. ~,,. ~ .z ,,,._ ~'~~';..~ ~ ' ,.,. ' ··· . Egtdptnehti:',,:. ·1:. · .: "· ~ i _,\f s!!~;,\t~iio:~~~:~;::~ . · · \:;. .. ~ ,L, --- www.lexipol.com • 844-312-9500 • ~ in f --- If LEXI POL GETTING STARTED/BECOMING A REGISTERED USER Sourcewell accounts are free. Sourcewell has over 50,000 participating agencies. Your agency may already have an account! To check (or locate your account number), visit www.sourcewell-mn. gov/lookup and search by your organization name. If your agency or jurisdiction is not a participating agency, register for an account by visiting www. sourcewell-mn.gov. Click on Register and fill out the brief form. You will then receive an account number and can start purchasing. LEXIPOL PARTNERING WITH SOURCEWELL Lexipol, now a Sourcewell-awarded supplier, is the industry leader in public safety solutions for local government, law enforcement, fire and rescue, EMS and corrections . Lexipol serves over 2 million first responders and works with more than 10,000 public safety and local government agencies. Lexipol offers a variety of products available through Sourcewell, including: • Policy Management Solution (KMS) · Learning Management System (LMS) o Law Enforcement o PoliceOne Academy o Fire and Rescue o CorrectionsOne Academy o Corrections o FireRescue1 Academy o Local Government o EMS1 Academy • Cordico Mobile Wellness App o LocalGovU o Law Enforcement • Grant Services o Fire & EMS o GrantFinder o Corrections o 911 Dispatch o Grant Application Development and Review Visit the Sourcewell Supplier contract for Lexipol for more information. WE'RE HERE TO HELP! Marco Deleon 469-553-0662 mdeleon@lexipol .com Leslie Goral 218-541 -5271 leslie .goral@sourcewell-mn.gov Sourcewell Awarded Contract Contract # 011822-LXP www.lexipol.com • 844-312-9500 • ~ in f Sourcewell ~; Lexipol Public Safety Training Equipment #011822-LXP Maturity Date: 03/23/2026 Products & Services V Products & Services Sourcewell contract 011822-LXP gives access to the following types of goods and services: o Police & fire training o Public safety on line training o Learning management system o CE Us for first responders o Public safety policies o First responder wellness app o Grant writing & finding services o State-specific policies o Policy management system o Policy development & updates o Confidential wellness solution o Local government solutions Buv Sourcewell Login to unlock more contract features. Username Username Password , Password Login Forgot username or password? 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All rights reserved. DocuSign Envelope ID : 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP Sourcewell ~ Solicitation Number: RFP #011822 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Lexipol, LLC, 2611 Internet Blvd., Suite 100, Frisco, TX 75034 (Supplier). Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Sourcewell issued a public solicitation for Public Safety Training and Simulation Equipment and Technology from which Supplier was awarded a contract. Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell's cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires March 23, 2026, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier. C. SURVIVAL OF TERMS . Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract . All other rights will cease upon expiration or termination of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Supplier's Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. Rev . 3/2021 1 DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP All Equipment and Products provided under this Contract must be new and the current model. Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier's product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity's site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship. In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier's dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer's warranty that extends beyond the expiration of the Supplier's warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier's authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier's responsibility to ensure Sourcewell receives the most current information. 3. PRICING All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier's Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity's total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity's requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable Rev. 3/2021 2 DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products. B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator. At a minimum, the request must: • Identify the applicable Sourcewell contract number; • Clearly specify the requested change; • Provide sufficient detail to justify the requested change; • Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and Rev.3/2021 3 DocuSign Envelope ID : 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP • Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion . The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged . A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell's cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity's authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity's use of this Contract is at the Participating Entity's sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Supplier's employees may be required to perform work at government- owned facilities, including schools. Supplier's employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT . To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity Rev . 3/2021 4 DocuSign Envelope ID : 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract. Supplier's acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum; the terms of which will be negotiated directly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as e- commerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity's requirements. E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity's order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE . Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: • Maintenance and management of this Contract; • Timely response to all Sourcewell and Participating Entity inquiries; and Rev . 3/2021 5 DocuSign Envelope ID : 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP • Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made). The Report must contain the following fields: • Participating Entity Name (e.g., City of Staples Highway Department); • Participating Entity Physical Street Address; • Participating Entity City; • Participating Entity State/Province; • Participating Entity Zip/Postal Code; • Participating Entity Contact Name; • Participating Entity Contact Email Address; • Participating Entity Contact Telephone Number; • Sourcewell Assigned Entity/Participating Entity Number; • Item Purchased Description; • Item Purchased Price; • Sourcewell Administrative Fee Applied; and • Date Purchase was invoiced/sale was recognized as revenue by Supplier. B. ADMINISTRATIVE FEE . In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier's name and Sourcewell-assigned contract number in the memo; and must be Rev. 3/2021 6 DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP mailed to the address above "Attn: Accounts Receivable" or remitted electronically to Sourcewell's banking institution per Sourcewell's Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract's expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date . 9. AUTHORIZED REPRESENTATIVE Sourcewell's Author ized Representative is its Chief Procurement Officer. Supplier's Authorized Representative is the person named in the Supplier's Proposal. If Supplier's Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing. 10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld . Any prohibited assignment will be invalid. C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties. D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties. Rev . 3/2021 7 DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern. F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. INDEMNITY AND HOLD HARMLESS Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys' fees incurred by Sourcewell or its Participating Entities, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Sourcewell's responsibility will be governed by the State of Minnesota's Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law. 12. GOVERNMENT DATA PRACTICES Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract. 13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY l. Grant of License. During the term of this Contract: a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use thetrademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell's relationship with Supplier. b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier's trademarks in advertising and promotional materials for the purpose of marketing Supplier's relationship with Sourcewell. 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively "Permitted Sublicensees") in Rev. 3/2021 8 DocuSign Envelope ID : 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP advertising and promotional materials for the purpose of marketing the Parties' relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Neither party may alter the other party's trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos. b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party's trademarks only in good faith and in a dignified manner consistent with such party's use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws. 5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party's name or logo (excepting Sourcewell's pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell's written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract. D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services. Rev.3/2021 9 DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP 14. GOVERNING LAW, JURISDICTION, AND VENUE The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota. 15. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party's reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 16. SEVERABILITY If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed. 17. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. Rev. 3/2021 10 DocuSign Envelope ID : 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: • Exercise any remedy provided by law or equity, or • Terminate the Contract or any portion thereof, including any orders issued against the Contract. 18. INSURANCE A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an "AM BEST" rating of A-or better, with coverage and limits of insurance not less than the following: 1. Workers' Compensation and Employer's Liability. Workers' Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office ("ISO") Commercial General Liability Form CG00Ol (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for Products-Completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms Rev. 3/2021 11 DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit 4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer's Liability, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Professional/Technical, Errors and Omissions, and/or Miscellaneous Professional Liability. During the term of this Contract, Supplier will maintain coverage for all claims the Supplier may become legally obligated to pay resulting from any actual or alleged negligent act, error, or omission related to Supplier's professional services required under this Contract. Minimum Limits: $2,000,000 per claim or event $2,000,000-annual aggregate 6. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier's security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data -including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Rev.3/2021 12 DocuSign Envelope ID : 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier's commercial general liability insurance policy with respect to liability arising out of activities, "operations," or "work" performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 19. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities. 20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing. Rev. 3/2021 13 DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to "federal" should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Supplier's Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F .R. § 60, all contracts that meet the definition of "federally assisted construction contract" in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, "Equal Employment Opportunity" (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, "Amending Executive Order 11246 Relating to Equal Employment Opportunity," and implementing regulations at 41 C.F.R. § 60, "Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor." The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, "Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction"). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with Rev.3/2021 14 DocuSign Envelope ID: 9O46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP the Copeland "Anti-Kickback" Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, "Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States"). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous . These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of "funding agreement" under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that "funding agreement," the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, "Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements," and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above . E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251-1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Rev. 3/2021 15 DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the 0MB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), "Debarment and Suspension." SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 u.s.c. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and Rev.3/2021 16 DocuSign Envelope ID: 9O46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP records of Supplier that are directly pertinent to Supplier's discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier's personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R . § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval. N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user. 0. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier's actions pertaining to this Contract or any purchase by a Participating Entity. P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments. Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F .R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested. Rev . 3/2021 17 DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 011822-LXP R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S. Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism. S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216. T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R . § 200.322. 22. CANCELLATION Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days' written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier's Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell ~DocuSigned by: By: ~139~~m") Jeremy Schwartz Title: Chief Procurement Officer 3/18/2022 I 4:07 PM CDT Date: ----------- Approved: · If DocuSigned by: By: ~F~A~ Chad Coauette Title: Executive Director/CEO 3/28/2022 I 5:23 PM CDT Date: ----------- Rev.3/2021 Lexipol, LLC ll OocuSlgned by: By: C::cs~~::;~ Van Holland Title: Chief Financial Officer 3/28/2022 I 2:52 PM PDT Date: __________ _ 18 DocuSign Envelope ID : 9D46F057-5AB6-4837-A9E0-09DC6CEB2E2E RFP 011822 -Public Safety Training and Simulation Equipment and Technology Vendor Details Company Name: Address: Contact: Email: Phone: Fax: HST#: Submission Details Created On: Submitted On: Submitted By : Email : Transaction#: Submitter's IP Address: Bid Number: RFP 011822 Lexipol, LLC 2611 Internet Blvd Suite 100 Frisco, Te xas 75034 Linda Ortiz lortiz@lexipol.com 954-629-6957 404-886-5652 EIN 71-0934113 Friday January 14, 2022 12:26:40 Tuesday January 18, 2022 14:17:10 Jeff Oathout joathout@lexipol.com 21 ad5a82-2382-429a-b8fd-07 c0459b07 d5 107.3.202.156 . --·······----- Vendor Name: Lexipol, LLC DocuSlgn Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Specifications Table 1: Proposer Identity & Authorized Representatives General Instructions (applies to all Tables) Sourcewell prefers a brief but thorough response to each question. Do not merely attach additional documents to your response without also providing a substantive response. Do not leave answers blank; respond "N/A" if the question does not apply to you (preferably with an explanation). Line Question Response * Item 1 Proposer Legal Name (one legal entity only): Lexipol, LLC (In the event of award, will execute the . resulting contract as "Supplier") 2 Identify all subsidiary entities of the Proposer Lexipol, LLC whose equipment, products, or services are * included in the Proposal. 3 Identify all applicable assumed names or DBA Lexipol, LLC names of the Proposer or Proposer's . subsidiaries in Line 1 or Line 2 above. 4 Provide your CAGE code or DUNS number: CAGE Code 4J5F4 * DUNS Number 146103077 5 Proposer Physical Address: 2611 Internet Blvd Suite 100 . Frisco, TX 75034 6 Proposer website address (or addresses): https://www.lexipol.com/ . 7 Proposer's Authorized Representative (name, Van Holland title, address, email address & phone) (The Chief Financial Officer representative must have authority to sign 2611 Internet Blvd Suite 100 the "Proposer's Assurance of Compliance" on Frisco, TX 75034 . behalf of the Proposer and, in the event of vholland@lexipol .com award, will be expected to execute the 9493508040 resulting contract): 8 Proposer's primary contact for this proposal Linda Ortiz (name, title, address, email address & phone): Director of Sales -Fire/EMS Learning 2611 Internet Blvd Suite 100 . Frisco, TX 75034 lortiz@lexipol.com 4159924246 9 Proposer's other contacts for this proposal, if Jeff Oathout any (name, title, address, email address & Director of Sales -Fire Policy phone): 2611 Internet Blvd Suite 100 Frisco, TX 75034 4048865652 Table 2: Company Information and Financial Strength Line Question Response * Item 10 Provide a brief history of your company, Lexipol is the industry leading provider of policy, procedure, online training, wellness, including your company's core values, and grant services for public safety. Lexipol was founded in 2003 by Gordon business philosophy, and industry longevity Graham and Bruce Praet, both former law enforcement officers and attorneys with related to the requested equipment, products extensive experience in risk management. Mr. Graham and Mr. Praet Identified that or services. many public safety agencies lack sound, up-to-date, constitutionally sound policies. To address this need, they developed comprehensive, state-specific public safety policy manuals backed by daily training to reinforce policy understanding and use. . Today , Lexipol serves more than 8,000 public safety and local government organizations in 50 states, Canada and five industries: fire and rescue, law enforcement, corrections, emergency medical services (EMS) and local government. The company serves more than 2 million public safety and government professionals with a range of informational and technological solutions to meet the challenges facing these dynamic industries. 11 What are your company's expectations in the To have an opportunity to increase exposure and provide a streamlined procurement event of an award? process for public safety and local government agencies evaluating and selecting an . online learning and policy training solution. Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5ABti-4B37-A9E0-09DCtiCEB2E2E 12 13 14 15 16 17 18 Demonstrate your financial strength and stability with meaningful data. This could include such items as financial statements, SEC filings, credit and bond ratings, letters of credit, and detailed reference letters. Upload supporting documents (as applicable) in the document upload section of your response. What is your US market share for the solutions that you are proposing? What is your Canadian market share for the solutions that you are proposing? Has your business ever petitioned for bankruptcy protection? If so, explain in detail. How is your organization best described: is it a manufacturer, a distributor/dealer/reseller, or a service provider? Answer whichever question (either a) or b) just below) best applies to your organization. a) If your company is best described as a distributor/dealer/reseller (or similar entity), provide your written authorization to act as a distributor/dealer/reseller for the manufacturer of the products proposed in this RFP. If applicable, is your dealer network independent or company owned? b) If your company is best described as a manufacturer or service provider, describe your relationship with your sales and service force and with your dealer network in delivering the products and services proposed in this RFP. Are these individuals your employees, or the employees of a third party? If applicable, provide a detailed explanation outlining the licenses and certifications that are both required to be held, and actually held, by your organization (including third parties and subcontractors that you use) in pursuit of the business contemplated by this RFP. Provide all "Suspension or Debarment" information that has applied to your organization during the past ten years. Bid Number: RFP 011822 Lexipol has been in business for over 19 years, is profitable and are backed by GTCR, a global private equity firm with over $16.6 billion in assets under management. 13% >5% No Service Provider b) SALES TEAM We know what it means to serve . Lexipol currently employs a team of dedicated individuals who represent a combined 2,075 years of experience in public safety. With principal offices in Dallas and California and rem ote team members nationwide, Lexipol offers a vibrant culture and growth-oriented environment w here talented employees develop hands-on experience in technology, marketing, editorial, production, product development, operations, and business management-while also watching firsthand how their efforts enable our customers to sa ve lives and protect our communities. PROJECT TEAM Professional Services Implementation Every department and agency will participate in an onboarding process co ndu cted by our Professional Service Implementation team. This group of passiona te professionals focuses on product implementation, initial training on the platform features, technical support, and reporting. • This team is led by Bill McAuliffe, Director Professional Service, BMcAu liffe@Lexipol .com Customer Success Manager (CSM) Every agency will be assigned a dedicated CSM, The CSM is the primary point of contact for all organization personnel. The CSM provides ongo ing training and support in terms of web-based demonstrations of new features, training plan and daily training bulletin guidance, assistance in course and content development, uploading documents and all matters related to the end users. • This team is led by Brandon Almendarez, Director Customer Success, BAlemdarez@LexipoJ.com Lexipol Policy Content Review Team Lexipol assists its customers by leveraging a team of dedicated individ uals with experience in constitutional law, civil rights, ADA and discrimination, mental health , psychology, labor negotiations, internal affairs, hazmat and more. This team reviewed more than 15,000 pieces of legislation and regulatory changes last yea r. None To the organization's knowledge, there is no suspension or debarment information which applies to the organization. Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9046F057-5AB6-4B37-A9E0-09DC6CEB2E2E Table 3: Industry Recognition & Marketplace Success Line Question Response * Item 19 Describe any relevant industry awards or "Since 2017, Lexipol has received more than 20 awards for our policy recognition that your company has received management and wellness solutions, corporate actions in response to COVID, and in the past five years ana lysis and commentary on our media sites. Some highlights inlcude: COVID Response In March 2020 Lexipol introduced the Coronavirus Leaming & Policy Center, which provides public safety agencies free access to a Leaming Management System with online courses, policies, and grant assistance related to the pandemic. The Center has won multiple awards, including : -Gold for Corporate Social Responsibility, 2021 MUSE Creative Awards -Silver Award for Company Response of the Year to COVID-19 in the Globee® Awards 13th Annual 2021 Golden Bridge Business and Innovation Awards -Silver Stevie® Award in the 17th Annual International Business Awards® (2020) -Social Impact Award in the ParDreamies award program hosted by Sercante, a Salesforce partner (2021) General -Winner, 2021 Business Intelligence Group Innovation Awards. Lexipol was recognized for its vision, creativity and persistence through continued innovation in public safety and its active, effective response to the rapidly changing events of 2020. Wellness App (Cordico) -2021 Sacramento Region Innovation Award in the Government, Civic and Mobility category -Named a vetted and approved product by the Fraternal Order of Police (FOP) Division of Wellness Services, making it among the very first wellness products approved by the FOP Media Sites Lexipol's media sites, including FireRescue1, EMS1 and Police1, have been recognized for editorial excellence for nine consecutive years with 18 awards, including: -Best News Feature in the 2021 International Association of Fire Fighters (IAFF) Media Awards -2021 Eddie Award for Best Overall B2B Column in the 2021 FOLIO: Eddie & Ozzie Awards -2020 Eddie Award for Best Newsletter (B2B) for the Leadership Briefing -Police1 -2020 Eddie Award for Best Column/Blog (B2B) for its "From the Editorial Director" column by Greg Friese, an educator, author and national registry paramedic -EMS1 Policy Management -Finalist in the 2021 Software as a Services (SaaS) Awards program in the Best Saas Product for Health & Safety or Risk Management category" 20 What percentage of your sales are to the 98% governmental sector in the past three years 21 What percentage of your sales are to the 2% education sector in the past three years 22 List any state, provincial, or cooperative While the organization participates in certain cooperative purchasing agreements, purchasing contracts that you hold. What is the specific nature of each (and particularly including sales volume and/or revenue the annual sales volume for each of these figures) are confidential and may not be disclosed through a proposal process. contracts over the past three years? 23 List any GSA contracts or Standing Offers None and Supply Arrangements (SOSA) that you hold. What is the annual sales volume for each of these contracts over the past three years? . . . * . Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Table 4: References/Testimonials Line Item 24. Supply reference information from three customers who are eligible to be Sourcewell participating entities. Entity Name * Contact Name * Phone Number * Clayton County Emergency Services (GA) Chief of Staff Laura Richardson 770-4 73-7833 Lubbock Fire Rescue (TX) Captain Randy Lammons 806-775-3447 Sedona Fire District (AZ) Captain Michael Duran 928-600-9042 Table 5: Top Five Government or Education Customers * * . Line Item 25. Provide a list of your top five government, education, or non-profit customers (entity name is optional), including entity type, the state or province the entity is located in, scope of the project(s), size of transaction(s), and dollar volumes from the past three years. Entity Name Entity Type * State / Scope of Work * Size of Transactions * Dollar Volume Past Three Province * Years * Hillsborough Government Florida -FL Policy & Training 1,000 users N/R County Fire * Rescue Suffolk County Government New York-NY Policy & Training 2,700 users N/R Police . Department University Education Ohio-OH Leaming Management System 6,590 users N/R Hospital . Systems Cleveland Austin Fire Government Texas-TX Leaming Management System 1,700 users N/R . Department Dallas Police Government Texas-TX Leaming Management System 3,275 users N/R . Department Table 6: Ability to Sell and Deliver Service Describe your company's capability to meet the needs of Sourcewell participating entities across the US and Canada, as applicable. Your response should address in detail at least the following areas: locations of your network of sales and service providers, the number of workers (full-time equivalents) involved in each sector, whether these workers are your direct employees (or employees of a third party), and any overlap between the sales and service functions. Line Question Response * Item 26 Sales force. We know what it means to serve. Lexipol currently employs a team of dedicated individuals who represent a combined 2,075 years of experience in public safety. With principal offices in Dallas and California and remote team members nationwide, Lexipol offers a vibrant culture and growth-oriented environment where talented * employees develop hands-on experience in technology, marketing, editorial, production, product development, operations, and business management-while also watch ing firsthand how their efforts enable our customers to save lives and protect our communities. 27 Dealer network or other distribution ESQ Channel Partner Agreement. Since 2004 ESQ created Innovative software to methods. meet the changing needs of EMS agencies, fire departments, hospitals, and state . EMS offices . Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 28 29 30 31 32 33 34 Service force. Describe the ordering process. If orders will be handled by distributors, dealers or others, explain the respective roles of the Proposer and others. Describe in detail the process and procedure of your customer service program, if applicable. Include your response-time capabilities and commitments, as well as any incentives that help your providers meet your stated service goals or promises. Describe your ability and willingness to provide your products and services to Sourcewell participating entities in the United States. Describe your ability and willingness to provide your products and services to Sourcewell participating entities in Canada. Identify any geographic areas of the United States or Canada that you will NOT be fully serving through the proposed contract. Identify any Sourcewell participating entity sectors (i.e., government, education, not-for- profit) that you will NOT be fully serving through the proposed contract. Explain in detail. For example, does your company have only a reg ional presence, or do other cooperative purchasing contracts limit your abil ity to promote another contract? Bid Number: RFP 011822 Professional Services Implementation Every department and agency will participate in an onboarding process conducted by our Professional Service Implementation team. This group of passionate professionals focuses on product implementation, initial training on the platform features, technical support, and reporting. • This team is led by Bill McAuliffe, Director Professional Service , BMcAuliffe@Lexipol.com Customer Success Manager (CSM) Every agency will be assigned a ded icated CSM. The CSM is the primary point of contact for all organization personnel. The CSM provides ongoing tra ining and support in terms of web-based demonstrations of new features, training plan a nd daily training bulletin guidance , assistance in course and content deve lopment, uploading documents and all matters related to the end users. • This team is led by Brandon Almendarez, Director Customer Success, BAlemdarez@Lexipol .com Lexipol Policy Content Review Team Lexipol assists its customers by leveraging a team of dedicated individuals wi th experience in constitutional law, civil rights, ADA and discrimination , mental health, psychology, labor negotiations, internal affairs, hazmat and more. This team rev iewed more than 15,000 pieces of legislation and regulatory changes last year. LOCAL SERVICE SUPPORT Client Support Resources and Hours • Hours 7 am -7 pm CT Online help video library 24/7 • Email messaging direct to support team ESO may initiate purchases under this agreement only by submitting purchase orders to Lexipol with each purchase order to specify the buying organization name, product type and pricing. 360 Implementation 1. Welcome Welcome email ("Welcome -Next Steps") Account setup -Return completed agency roster Onboarding -Schedule through email link a time convenient for you 2.lmplementation Attend 1:1 implementation meeting with Lexipol specialist Introduction to learning platform Define and complete implementation goals and feature setup Review user management processes Review library of courses and videos 3. Ongoing Customer Support Meet your designated Customer Success Manager • Make account changes (e.g., new users) • Answer account and services-related questions • Learn about content and platform enhancements 4. Professional Services Support (Annual) Review annual plans Review recertification requirements Discuss department changes and needs Implement new features Lexipol's online learning solution is available in all 50 states. Our policy and policy training solution is available in 35 states (LE) / 28 states (Fire) / 31 states (Corrections) I national (GOV) due to maintaining state legislative content compliance. Lexipol will leverage its marketing , sales development and sales team resources to support Sourcewell participating entities. Lexipol is able to offer our online learning solution and course content throughout Canada. We will leverage our marketing, sales development and sales team resources to support Sourcewell participating entities. Lexipol's online learning solution is available in all 50 states. Our policy and policy training solution is available in 35 states (LE) / 28 states (Fire) / 31 states (Corrections) I national (GOV) due to maintaining state legislative content compliance. None Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E 35 Define any specific contract requirements None or restrictions that would apply to our . participating entities in Hawaii and Alaska and in US Territories . Table 7: Marketing Plan Line Question Respo nse * Item 36 Describe your marketing strategy for Lexipol uses multiple channels to drive leads and product awareness, including thought promoting this contract opportunity . leadership content, email campaigns and exhibition at more than 100 national, regional , Upload representative samples of your and state trade shows in the public safety and local government sector. Leads are moved marketing materials (if applicable) In through a scoring process that considers the level of engagement and the contact's the document upload section of your decision-making authority. Once leads are qualified, our Sales Development response. Representatives use one-on-one engagement to schedule product demos . Sales Account Executives present the product demos and follow up to answer any remain ing questions and provide additional collateral to support the sales process. Lexipol's marketing plan will be multifaceted and widespread. Lexipol will start with a webs ite announcement of the partnership which allows organizations to leverage Sourcewell's Cooperative Purchasing program for the acquisit ion of Lexipol products and services. This announcement will be published on all media resources to include . FlreRescue1, EMS1, Police1, and several others to provide for available media saturation . Lexipol will then initiate a marketing campaign announcing to current and potential agencies that Lexipol is doing business with Sourcewell and that we now have an additional purchasing option to help them not only acquire Lexipol products and services but streamline and accelerate the purchasing by avoiding RFP process. There will also be virtual and tangible collateral that will be made available to Lexipol's robust Sales Teams to share at conferences and trade shows demonstrating the relationship with Sourcewell. The Sales Team will also participate in initial and ongoing training to encourage organizations to leverage the Sourcewell program during the sales process . Along with the Sales Team, the Lexipol Grants Team will offer Sourcewell as an option when assisting agencies applying for grants to purchase Lexipol products . 37 Describe your use of technology and Lexipol employs a comprehensive technology and digital marketing strategy to enhance digital data (e.g., social media, brand awareness and guide leads through the marketing funnel to sales closure. Through metadata usage) to enhance our marketing automation system, Pardot, we monitor and track campaign effectiveness marketing effectiveness. and employ strategies such as optimizing send time for marketing emails based on the user's engagement history. All emails, advertisements, and thought leadership offerings are assigned campaigns in Salesforce, which are then tracked to show campaign influence in creating sales opportunities. Marketing efforts are analyzed monthly and finetuned based on prior campaign effectiveness. At the heart of Lexipol's marketing efforts is our commitment to producing high-quality thought leadership -webinars, white papers, . explainers, ebooks, blog articles and more -that build trust in the Lexipol brand and provide ways for future customers to engage with Lexipol. These "top of the funnel" leads are then scored and nurtured through the sales journey. Lexipol also uses digital advertising -both on our own media sites as well as in external industry media -to build awareness, remain top of mind and drive leads. All digital content, such as biogs and webinars, is optimized for online search with keywords, image tags and title tags. Lexipol also maintains an active social media presence, reachig audiences several times daily with thought leadership, product promotions and customer testimonials as well as boosting our partners' messages. 38 In your view , what is Sourcewell's role Sourcewell's role upon contract award will be helping Lexipol streamline procurement in promoting contracts arising out of processes, reduce the need for RFP response and provide a portal for agencies to this RFP? How will you integrate a search our products and connect to purchase. Lexipol utilizes an agency centered . Sourcewell-awarded contract into your consultative process that helps agencies determine the most appropriate process to sa les process? secure our services which will include leveraging the Sourcewell contract. 39 Are your products or services Lexipol provides an a-procurement solution for individuals (not agencies) in need of available through an a-procurement continuing education to maintain EMS certification . ordering process? If so, describe your . a-procurement system and how governmental and educational customers have used it. Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Table 8: Value-Added Attributes Line Item 40 41 42 43 44 45 Question Describe any product, equipment, maintenance, or operator training programs that you offer to Sourcewell participating entities. Include details, such as whether training is standard or optional, who provides training, and any costs that apply. Describe any technological advances that your proposed products or services offer. Describe any "green" Initiatives that relate to your company or to your products or services, and inc lude a list of the certifying agency for each. Identify any third-party issued eco- labels, ratings or certifications that your company has received for the equipment or products included in your Proposal related to energy efficiency or conservation, life-cycle design (crad le-to-crad le), or other green/sustainability factors. Describe any Women or Minority Business Entity (WMBE), Small Business Entity (SBE), or veteran owned business certifications that your company or hub partners have obtained. Upload documentation of certification (as applicable) in the document upload section of your response . What unique attributes does your company, your products, or your services offer to Sourcewell participating entities? What makes your proposed solutions unique in your industry as it applies to Sourcewell participating entities? Bid Number: RFP 011822 Respon se * Training for use of the products is conducted virtually by Lexipol's Professional Services Team . Customers receive training to ensure that they have a thorough knowledge of the platforms and how to operate within them . Product training is included in the prices provided. Both the Leaming Management Systems and The Knowledge Management System is compatible across almost all devices. The KMS is available in Android and IOS apps for smartphones and tablets. The technology will read the content to the users as well as have the availability to voice search content. N/A N/A N/A Lexipol is unique in its ability to offer public safety and local government a comprehensive way to manage risk and develop safer, more effective personnel. Our online training, policy management and wellness solutions work together to prepare employees for the high-risk, low-frequency events that lead to the greatest harm and costs. We also bring unprecedented experience to our products, with a staff representing thousands of years of collective public safety, goverment and legal experience. These employees provide expertise in constitutional law, civil rights, ADA and discrimination, mental health, psychology, labor negotiations, Internal Affairs, use of force, hazmat and more. Lexipol's online training is unique in its scope -more than 3,300 accredited training courses. Our policy management platform is the only solution available to public safety agencies that provides continuous monitoring for new state and federal legislation and electronic policy updates; our legal and content teams reviewed more than 15,430 new laws and regulations in 2021, resulting in more than 660 policy updates. And our award-winning wellness app provides an industry- leading confidentiality promise while connecting personnel to life-saving assessments, wellness guides and 24/7 crisis services. Finally, Lexipol's Grant Services division helps public safety agencies and local government identify and apply for grants, with more than $300 million in grant funding secured for a wide array of products -many of which can be sourced through Sourcewell. This means Sourcewell participating entities will not only be ab le to access Lexipol's products and services, but will also have the opportunity to obtain grant funding that can be used to purchase other products as well. With Lexipol, Sourcewell participating entitles will have access to a range of resources and subject matter expertise far beyond what is found in the typical public safety or government agency. Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Table 9A: Warranty Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your warranty materials (if applicable) in the document upload section of your response in addition to responding to the questions below. Line Question Re s ponse • Item 46 Do your warranties cover all prod ucts, part s, and Yes * labor? 47 Do your warranties impose usage restrictions or No * other limitations that adversely affect coverage? 48 Do your warranties cover the expense of N/A technicians ' travel time and mileage to perform * war ranty repa irs? 49 Are there any geographic regions of the United No States or Canada (as applicable) for which you cannot provide a certified technician to perform * warranty repairs? How will Sourcewell participating entities in these regions be provided service for warranty repair? 50 Will you cover warranty service for items made by N/A other manufacturers that are part of your proposal, * or are these warranties issues typically passed on to the original equipment manufacturer? 51 What are your proposed exchange and return N/A * programs and policies? 52 Describe any service contract options for the N/A * items included in your proposal. Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Table 9B: Performance Standards or Guarantees Describe in detail your performance standards or guarantees, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your performance materials (if applicable) in the document upload section of your response in addition to responding to the questions below. Line Question Response * Item 53 Describe any performance standards or Uptime Commitment guarantees that apply to your services The Uptime Percentage for the Service will be ninety-nine and five-tenths percent (99.5%) (the "Uptime Commitment"). Subject to the exclusions described in below "Uptime Percentage", the percentage is calculated by subtracting from 100% the percentage of 1-minute periods during any annual billing cycle in which Agency's selected Service(s) are unavailable out of the total number of minutes in that billing cycle. "Unavailable" and "Unavailability" mean that, in any 1-minute period, all connection requests received by Agency failed to process (each a "Failed Connection"); provided, however, that no Failed Connection will be counted as a part of more than one such 1-minute period (i.e. a Failed Connection will not be counted for the period 12:00:00-12:00:59 and the period 12:00:30-12:01 :29). The Yearly Uptime Percentage will be measure based on the industry standard monitoring tools. Exclusions from Uptime Performance . All Service Unavailability resulting from the following will be excluded from calculation of Uptime Percentage: (a) Regularly-scheduled maintenance of the Service that does not exceed six (6) hours per 3-month period and is communicated by Lexipol at least twenty-four (24) hours in advance via Lexipol's support channels (Lexipol typically schedules such regularly scheduled maintenance once per month); (b) Any failures of the Lexipol Standard and Custom Reporting Services that does not exceed six (6) hours per 3-month period and is communicated by Lexipol at least twenty-four (24) hours in advance via Lexipol's Normal Support Channels; (c) Any issues with a third-party service to which Agency subscribes but does not control; (d) Any problems not caused by Lexipol that result from, computing or networking hardware, other equipment or software under Agency's control, the Internet, or other issues with electronic communications; (e) Lexipol's suspension or termination of the Service in accordance with the Terms; (f) Exceeding Lexipol's published Concurrent Request Limits; (g) Software that has been subject to unauthorized modification by Agency; (h) Negligent or intentional misuse of the Service by Agency. 54 Describe any service standards or For issues relating to Lexipol's online, cloud-based Services (e.g. LMS, LMS, guarantees that apply to your services Wellness), Lexipol will make an industry standard and commercially reasonable effort . (policies, metrics, KPls, etc.) to respond promptly (via Lexipol's Normal Support Channels) within two (2) Business Days after receipt. Table 10: Payment Terms and Financing Options Line Question Response * Item 55 Describe your payment terms and accepted payment Lexipol will invoice Agency at the commencement of the contract methods. term and thirty (30) days prior to the date for each renewal period, as applicable. Agency will pay to Lexipol the fee(s) specified on each invoice within thirty (30) days following receipt of the invoice. All invoices will be sent to Agency at the address designated by * Agency in writing. All payments will be made by electronic transfer or immediately available funds or by mailing a check to Lexipol at 2611 Internet Blvd, Ste 100, Frisco, lX 75034 (Attn: Accounts Receivable). 56 Describe any leasing or financing options available for use None . by educational or governmental entities. 57 Describe any standard transaction documents that you Lexipol will include the following documents in an executable propose to use in connection with an awarded contract contract (see examples in upload section): Master Service (order forms, terms and conditions, service level Agreement including product form, terms and conditions, and cloud . agreements, etc.). Upload a sample of each (as based service level agreement applicable) in the document upload section of your response. 58 Do you accept the P-card procurement and payment No, Lexipol accepts ACH and check payments. process? If so, is there any additional cost to Sourcewell • participating entities for using this process? Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4837-A9E0-09DC6CEB2E2E Table 11: Pricing and Delivery Provide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product adjustments can be made during the term of an awarded Contract as described in the RFP, the template Contract, and the Sourcewell Price and Product Change Request Form. Line Question Response * Item 59 Describe your pricing model (e.g., line-item discounts or Contracts awarded under this agreement will be given a 5% product-category discounts). Provide detailed pricing data discount on each line item of the contract. Contracts contain (including standard or list pricing and the Sourcewell annual subscriptions, proration , and/or implementation depending on discounted price) on all of the items that you want the terms agreed to during the sale process . The discount . Sourcewell to consider as part of your RFP response . If awarded through this agreement will not be added to other applicable, provide a SKU for each item in your proposal. discounts provided but will be the minimum discount given when Upload your pricing materials (if applicable) in the utilizing the agreement. Detail pricing uploaded in documents document upload section of your response . section of proposal. 60 Quantify the pricing discount represented by the pricing Contracts awarded under this agreement will be given a 5% proposal in this response. For example, if the pricing in discount on each line item of the contract. Contracts contain your response represents a percentage discount from annual subscriptions, proration, and/or implementation depending on MSRP or list, state the percentage or percentage range. the terms agreed to during the sale process . The discount . awarded through this agreement will not be added to other discounts provided but will be the minimum discount given when utilizing the agreement. 61 Describe any quantity or volume discounts or rebate NIA . programs that you offer. 62 Propose a method of facilitating "sourced" products or NIA related services, which may be referred to as "open market'' items or "nonstandard options ". For example, you . may supply such items "at cost" or "at cost plus a percentage," or you may supply a quote for each such request. 63 Identify any element of the total cost of acquisition that is Implementation NOT included in the pricing submitted with your response. Policy implementation is based on a flexible pricing model that This includes all additional charges associated with a reflects the project's potential timeline and scope, which can range purchase that are not directly identified as freight or from a basic policy cross-reference to full implementation shipping charges . For example, list costs for items like pre-assistance . Several factors are used to determine pricing, including . delivery Inspection, installation, set up, mandatory training , level of assistance requested by the organization, page count of or initial inspection. Identify any parties that impose such current organizational content, number of employees and costs and their relationship to the Proposer . organization's legal involvement. This information is obtained during the sales process and the implementation pricing is disclosed to the organization prior to contract execution. Implementation services are a one-time incurred cost (not a recurring subscription). 64 If freight, delivery, or shipping is an additional cost to the NIA Sourcewell participating entity, describe In detail the . comp lete freight, shipping, and delivery program . 65 Specifically describe freight, shipping, and delivery terms or NIA programs available for Alaska, Hawaii, Canada, or any . offshore delivery. 66 Describe any unique distribution and/or delivery methods or NIA . options offered in your proposal. Table 12: Pricing Offered Line The Pricing Offered In this Proposal Is: * Comments Item 67 d. other than what the Proposer typically offers (please describe). Purchases acquired as a result of this contract will not only receive a 5% discount on annual subscription (which is typical), they will receive a 5% discount on all professionaVimplementation services which deviates from traditional agreements . Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4837-A9E0-09DC6CEB2E2E Table 13: Audit and Administrative Fee Line Question Response * Item " 68 Specifically describe any self-audit process or program that you Lexipol will create a Sourcewell designation and coinciding plan to employ to verify compliance with your proposed Contract pricing in our client records management system to ensure with Sourcewell. This process includes ensuring that Sourcewell all Sourcewell contract opportunities are appropriately priced participating entities obtain the proper pricing, that the Vendor and tracked. A Sourcewell contract report will be generated reports all sales under the Contract each quarter, and that the each quarter to ensure accuracy of pricing and administrative Vendor remits the proper administrative fee to Sourcewell . Provide fees paid. sufficient detail to support your ability to report quarterly sales to Sourcewell as described in the Contract template. 69 If you are awarded a contract, provide a few examples of internal Sales cycle durations, number of RFP responses, sales goal metrics that will be tracked to measure whether you are having attainment by state and product offering. success with the contract. 70 Identify a proposed administrative fee that you will pay to Lexipol agrees to award Sourcewell a 2% administrative fee Sourcewell for facilitating, managing, and promoting the Sourcewell in exchange for Sourcewell facilitating the resulting contracts . Contract in the event that you are awarded a Contract. This fee is typically calculated as a percentage of Vendor's sales under the Contract or as a per-unit fee; it is not a line-item addition to the Member's cost of goods . (See the RFP and template Contract for additional details.) Table 14A: Depth and Breadth of Offered Equipment Products and Services Line Question Item 71 Provide a detailed description of the equipment, products, and services that you are offering in your proposal. Response * Products and Services Lexipol Learning Management System (LMS) Lexipol's Online Learning academies, FireRescue1 Academy, PoliceOne Academy, EMS1 Academy, CorrectionsOne Academy and LocalGovU, optimize the training experience for organizations of any size. The solution combines online learning content, training workflow, tracking, and reporting features. The full spectrum of training needs is covered in one platform. Each academy includes the world's largest library for public service professionals . ANNUAL SUBSCRIPTION SERVICE The following products are offered on an annual basis and are included in an annual subscription. • Complete Pre-built Learning Plans ~ Auto Assignments • Custom Course Building Tool • External Training Tracker • Credential tracking • ISO Tracking • Notification Manager • Training Calendar • Report Builder • Content Library Complete Pre-Built Leaming Plans ~ Auto Assignments Our platform offers the capability to schedule online training and align it with internal training calendars and control access to online courses and material. Whether it's a simple assignment with one course or a learning plan of dozens of courses - administrators and Instructors can easily track progress and activity. Both the assignment dashboard and reports features provide various filters to manage assignments, including assignment name, progress percentage, progress status, or tra ining start or end dates. Member admins can schedule assignment release dates and due dates based on specific dates or in alignment with credential renewal timelines. Custom Course Building Tool Upload and build your own agency-specific content, including tests, to assign to personnel. Six templates are available to assist in organization of course assets and creation including single video course, external training course , SCORM course (using third-party authoring tools), full length course (standard one-hour courses) or training blocks. Your department can upload an unlimited quantity of custom videos or content, including lesson plans, PowerPoints, Policies, PDF files, Word.doc files, and other documents. Options to create pre-assessment and post-assessment knowledge-based quizzes and exams are available and easy-to-use drag and drop functionality allows users to quickly edit content modules as needed. External Training Tracker Track every activity completed at the organization using the Record External training * * • Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Bid Number: RFP 011822 module. Organizations can create a blended learning program which reflects all training per personnel in a comprehensive transcript by documenting drill-yard events, hands-on training, and more. Credential tracking Manage and track credential renewal by level, state, and category (EMT, paramedic, NREMT, etc.). Add category level requirements for credentials where applicable. ISO Tracking All FireRescue1 Academy courses have been categorized for ISO to display in the available reports and pre-build templates for Driver, Officer and Firefighter are available in the platform. Departments can also use the Custom Course builder to track hands-on activities for company, driver, officer, hazardous materials, and facilities training completed offline. Various levels of reporting are available based on the level of information an Administrator would like to review and are structured in a way to make ISO audits simple. Notification Manager The Academy features a robust notification manager that allows for action-based notifications, pre-scheduled notifications, recurring notifications, and other notifications that can be targeted to specific groups, organizations, and job titles. Notifications can be configured for assignments, credentials, and reports as needed. Training Calendar A centralized training calendar exists in both the student and administrator view to visually manage several features by date, including assignments, credentials, training events and more. Report Builder The platform features a robust reporting tool for creation of recurring or on-demand reports for tracking compliance of personnel assignments and credentials. Administrators can pull reports for members, groups, courses, can export training records based on rank, division, shift, course, policy, assignment, or credential. Content Library Each of the learning sites hosts a library of hundreds of full-length courses written to laws, guides, and standards that apply to the perspective profession. Some of the standards are NFPA, CAPCE, National Registry, POST, and many more. The courses cover many topics such as basic skills, special operations, officer training, safety, HR compliance, etc. Where applicable Lexipol seeks to get continuing education approvals for content to assist with certification renewals. Site Customization Individual organizational branding and workflow is important to the success of a training program. At contract execution, Lexipol will work with the organization to customize the site to their needs. These customizations include: Department Home Page Members, Roles, Groups Customizable Settings Department Home Page Within the platform, your department will have a custom homepage with preferred logo or patch, custom bulletin messaging environment with a rich text editor to share important information and display of featured courses. Members, Roles, Groups Each user will have a unique profile in the LMS, notating their email, username, department or POST ID, position, and groups in the system. Within their dashboard, members can easily see which courses are assigned to them, manage their credentials, and download certificates of completion. Administrators can adjust each member's access by assigning roles as needed. The Academy platform comes pre-built with five different roles with various levels of administrative functionality. These roles allow your agency to manage your personnel's access on the platform seamlessly, letting them see and access only what they need to. Custom roles are available upon request. Easily build and manage custom groups for your personnel, dividing them by certification level, rank, shift or other tailored options. Customizable Settings From the Admin control panel, organizations can control which content personnel can view, if they are shown correct answers to knowledge checkpoint quizzes, as well as designate the number of attempts and minimum score for quizzes and tests. LEXIPOL ORGANIZATIONAL POLICIES & TRAINING An integral part of establishing a clear training and career success plan that will meet an organization's strategic/operational goals and expectations is a constantly updated policy manual that becomes the playbook for success. Having a playbook based on Federal/State laws and regulations, industry standards, nationwide best Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Bid Number: RFP 011822 practices, and court decisions which is constantly updated by attorneys that specialize in government industries (fire, law enforcement, EMS, dispatch , corrections, probation, and human resources) and supported by daily tra ining is a challenge for all organizations small and large. Lexipol comes in to work with the organization to tackle these challenges and reduce risk for the organization and its members by increasing knowledge and retention. Lexipol provides th is through an annual subscription and recommended implementation. Lexipol starts with a policy and procedure solution that provides a legally defensible, constantly updated manual that outlines the expectations upon which career training will be based. This is available anytime to members through web and app-based platforms compatible with most electronic devices. Once the policy and procedure manuals are reflective of up-to-date requirements and organizational goals, those expectations are then applied in scenario-based training, that is developed and provided, on the organizations policies and procedures resu lting in increased operational consistency and confidence in the discharge of the duties and tasks outlined. ANNUAL SUBSCRIPTION SERVICE The following products are offered on an annual basis. The appropriate components for the organization are identified through the sales process and full pricing is disclosed prior to contract execution. Policy/Procedure Manuals & Updates Daily Training Bulletins Web Based and Mobile App Delivery Platform Reports Supplemental Publication Service Platform as a Service Accreditation Workbench Policy/Procedure Manuals & Updates Constitutionally based, constantly updated policies are the foundation fo r consistent organizational operations and are key to lowering liability and risk. Lexipol's comprehensive policy manual covers all aspects of an organization's operations to include outlining the areas in which train ing should be focused. The provided policies were researched and written by attorneys, specializing in public safety and local government, and subject matter experts. They are based on Federal/State laws and regulations as well as nationwide best practices with the ability for the organization to customize the content to reflect existing terminology, structure, and operations. Clear and accessible procedures are imperative to ensure safe, effective, and consistent personnel interactions and emergency response. Lexipol's procedures, based on national best practices, give the organization critical operational and administrative procedures as well as a template to build on. They address the operations most often cited as contributing to injury or death as well as the most common call types. In addition to operations, there are administrative procedures that address the areas of hig hest legal liability as well as best practices for organizational success. Lexipol's procedures are designed to support safe and effective operations in fire and law enforcement. Having up-to-date manuals in place creates a need for constant update. Lexipol's legal and content development teams continuously review Federal/State laws and regulations, industry standards, court decisions, and evolving nationwide best practices. When needed, we create new or update current policies and provide them to the organization making ii simple and efficient to keep their policy content up to date. The updates are delivered through Lexipol's web-based content delivery platform. Daily Training Bulletins (DTBs) Lexipol's Daily Training Bulletins are designed to help person nel learn and apply the organization's policy and procedure , if applicable , content through multiple 2-minute, scenario-based training exercises. The scenarios written by people actively employed in the various local government industries to ensure that relevance and appropriate guidance is provided. The exercise provides guidance through an analysis and conclusion, that are included , which walks the with the members hand-in- hand on how to practically apply policy and procedure thereby allowing for increased operational consistency as well as confidence in all levels of responsibility in the organization. The Daily Training Bulletins also ensure understanding and retention of policy and procedure content by a singular focus on one aspect of the policy or procedure al a time with the potential for repetition under different scenarios. Each bulletin also concludes with a question that the user understood the training objective and appl ication discussed . Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Bid Number: RFP 011822 The organization may assign or customize and assign the bulletins provided or create their own. The bulletins are complete and ready for assignment once issued to the organization which saves time and money on policy/procedure training development. The ability to customize gives the organization the ability to alter the scenario to reflect a recent occurrence to make it more relevant. The organization can also create their own bulletins to supplement training on local specific content or to enhance what is being provided to focus on a local occurrence that may not be covered in the provided training. Web-Based Delivery Platform and Mobile App (Knowledge Management System) Lexipol's online content delivery platform, called the Knowledge Management System (KMS), provides secure storage and easy access to all the policy/procedure content, and facilitates staff access to policies and training completion. The KMS is accessible via apps for Android and IOS and is compatible on Windows and Mac. The compatibility allows for 24/7 access over almost any electronic device the organization or individual possesses. (Smartphones, tablets, desktop computers, MOT's, etc.) The system allows for in-the-field access to the information not only operations but reference and continued training by always having the most current version of policies/procedures available. KMS tracks acknowledgements of new policies read, as well as any revisions to existing policies, and completions of the daily training bulletins. This creates a database to assist the organization in creating more goal focused training to help increase operational effectiveness. The system also archives the Lexipol information, as well as the organization's custom content, that is changed or revised thereby allowing for the training and differentiation of the old version versus the new. The archive also allows the organization to be able to access the information anytime in the future as the need arises. Reports Lexipol's KMS provides intuitive reporting capabilities and easy-to-read reports that enhance staff meetings as well as strategic planning for organizational training and goals. The database can be accessed to create and sort reports by multiple parameters to include employee, acknowledgements, policy, procedure, other subgroups (e.g., shift, assignment, etc.), and completion of Daily Training Bulletins by agency member and/or topic. These parameters can also be combined to create fewer more efficient reports. This reduces lime supervisors spend verifying policy acknowledgement and training completion while increasing accountability by showing who has not completed assignments. The reports also assist the organization by easily capturing the data in formats that can be stand-alone or compatible with other platforms to merge into other reports. Supplemental Publication Service Lexipol's Supplemental Publication Service (SPS) organizes the storage of the organization's specific content giving one place to access protocols, procedures, guidelines, general orders, training guides, career path training plans or secondary policy manuals. SPS also electronically links department-specific procedural or supplemental content to the Lexipol state master policy manual. If the organization is fire or law enforcement, the Lexipol provided procedures are stored in a SPS to clearly delineate what is policy and what is procedure. Organizations can purchase more than one SPS depending on their needs, and it is included in the annual subscription. Accreditation Workbench Managing the organizations accreditation process is a complex task that requires intimate knowledge of policy, training, and extreme attention to detail. Lexipol's Accreditation Workbench provides an organization's Accreditation Manager access to content and tools that significantly reduce the time and effort required to successfully prepare for and execute an accreditation assessment. The workbench has current standards for supported accreditation programs preloaded and viewable. Lexipol policies are pre-tagged to many applicable standards and the Accreditation Manager can easily add or modify tagging to meet specific program needs. Compliance checklists are preloaded for each standard, clearly detailing required written directives and proofs of compliance (Accreditation Manager can also customize the checklists). The organization can upload, store, and organize proofs of compliance (e.g., documents, videos) in a preformatted electronic folder system that is based on how the accrediting body organizes standards and its accreditation review cycle. It also allows for complete self-assessments by using analysis tools to identify gaps in required proofs of compliance. The workbench streamlines the assessment process by generating printed reports or showing the assessor compliance items stored in the online system. IMPLEMENTATION SERVICE Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Bid Number: RFP 011822 A recommended one-time cost that is a service to assist policy manual creation and it accompanies the annual subscription. We work hand in hand with the organization to meet their unique needs, philosophy, and project timeline providing start to finish comprehensive policy adoption assistance. Implementation can also be customized to meet organizational needs. The following are included in the implementation services: Organizational Policy Cross Reference Content Extraction Collaborative Tiered or Full Implementation Policy Cross Reference Making the transition to Lexipol starts with understanding how an organization's current policy content compares with Lexipol's master policy content. Our policy cross reference service provides a logical method to distinguishing between the two. The service includes an analysis of existing policies and procedures to identify content similar to Lexipol's master content, as well as content unique to the organizations jurisdiction and not covered within the Lexipol manual. Existing submitted policies are returned with annotations and tips on how to integrate into the Lexipol master content. There is also a one-on-one review with the organization to discuss the cross-reference report. There are three cross references available depending on organizational needs. They are as follows: Standard Cross Reference Comprehensive Cross Reference Accreditation Cross Reference Agency-Specific Content Extraction This service is perfect for organizations that wish to populate one or more Supplemental Publication Service (SPS) manuals with their existing content. Lexipol will do the heavy lifting of incorporating their supplemental content (procedures, guidelines, general orders, training guide or a secondary policy manual) into the SPS. Access to an electronic copy of the existing content and a subscription to the Supplemental Publication Service (SPS) is required. Included in content extraction is data entry of organizational procedures or supplemental content into Lexipol's Knowledge Management System (KMS). Note : Lexipol reserves the right to limit the amount of content being imported into the SPS. Professional Services will assist in deconflicting the information in the SPS with the policy manual and create hyperlinks to information within the platform to ease user access. This ensures consistent, professional formatting for organization's policy-related content and provides the ability to hyperlink related content for enhanced end-user experience. Tiered Implementation Benefit from our proven, systematic approach to implementing policies. The organization will receive one-on-one collaborative assistance to help review, customize and adopt the policies efficiently and effectively. Tier 1: High-Risk Policies Tier 1 represents about 20% of the manual, including foundational policies necessary to provide structure and authority to your policy manual, as well as policies addressing high-risk, low-frequency and high-risk, high-frequency incidents. Tier 2: High-Liability Policies Tier 2 represents about 20% of the manual , including policies that relate to common day-to-day calls for service that have a higher level of potential liability. Tier 3: Daily Operations Policies Tier 3 represents about 20% of the manual, including policies needed for orderly daily operations of your organization. Tier 4: Defensibility Policies Tier 4 represents about 20% of the manual, including policies essential to agency and agency member defensibility, including civil liability-related topics. Tier 5: Operational Consistency Policies Tier 5 represents about 20% of the manual, including policies needed to ensure operational consistency across your organization. Full Implementation Lexipol's Full Implementation Service is individually tailored for agencies who want to start-to-finish, comprehensive policy adoption assistance. Lexipol's experienced Professional Services staff will streamline the process of policy adoption by assisting the organization in developing a policy manual that meets their unique needs, philosophy, and project timeline . They will integrate pre-existing agency content into appropriate sections within the policy manual using a proven structure of policy editing and content merging to create the organizations new policy manual thereby saving the organization countless hours and dollars. This will provide a framework to expedite subsequent policy updates and Daily Training Bulletin administration . Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Full implementation includes start-to-finish comprehensive policy adoption assistance, Policy Cross Reference, and Content Extraction. DELIVERED AND OPERATIONAL Lexipol Policy Saas applications are multitenant and user/agency data is separated logically via RBAC. Database Infrastructure is encrypted at rest via AES-256 and application traffic is encrypted with TLS 1.1 or above. Lexipol Policy Saas applications are backed by a dedicated, off-site, cross-region Disaster Recovery Datacenter. Backups of all Saas systems are continuously synchronized to the Disaster Recovery Datacenter and tested via automated means; manual testing is performed regularly. Disaster Recovery and System Restoration policies/procedures are documented, communicated, and tested regularly. Access to the system is granted upon execution of the sales agreement. 72 Within this RFP category there may be Public Safety, Administrative Services, Office & Technology subcategories of solutions. List subcategory titles that best describe your products and services. Table 148: Depth a nd Brea dth of Offere d Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary. Line Item Category or Type Offered * Comments I 73 Facilities, structures (fixed or mobile), equipment, r Yes props, supplies, and consumables. r. No 74 Augmented or virtual reality, interactive, and digital r. Yes Lexipol provides interactive training simulation technology and related software, r No courses through a proprietary web hardware, or equipment. based platform available 24/7 on computer and mobile devices where connectivity is available. 75 Instructional, educational, and training programs or r. Yes We provide a full-service LMS with systems with related materials and supplies. r No electronic reporting, tracking and tra ining management, including the ability to upload and assign agency- specific training content, more than 3,300 high-quality accredited training courses and microlearning videos, . and 24/7 accessibility from any internet- enabled device. Lexipol adheres to industry standards and state and federal law when creating online learning and policy training content. 76 Services related to the offering of the solutions r. Yes Each agency begins their journey with described in RFP Sections 1. a. -c., including r No platform training and organizational design, installation, maintenance, repair, training, customization conducted by Lexipol's integration, support, and customization. Professional Service Implementation team. Ongoing training, support and customization is handled by our customer success team. Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Table 15: Industry Specific Questions Line Questio n Response * Item 77 Describe your products/services Our online learning platform integrates with human resources information system interoperability with other public safety (HRIS), records management platform, and scheduling software to streamline training equipment, software and systems, if management. We offer Single Sign-on to control LMS access permissions with the applicable. agency's identity management system and sync HR information like employee rank, job title, education and professional experience. Lexipol's online learning and policy training solution generate reports in formats accepted by most major software systems. Policy training content can be exported to PDF format or Excel spreadsheet then up loaded for distribution and accreditation reporting purposes. 78 Describe your strategy related to Every department and agency will participate in an onboarding process conducted by implementation, use of installation partners Lexipol's Professional Service Implementation team. This group of passionate and integration with other training products professiona ls focuses on product implementation, initial training on the platform and systems if applicable. features, technical support and reporting. 79 Explain your licensing process and service Services agreements are renewed on an annual basis unless otherwise noted in the agreements with end users. agreement. The start of the subscription is based on the date the agreement is executed unless otherwise noted. 80 Describe compliance to applicable national All content is constitutionally sound and based on Federal/State laws and regulations, standards such as: National Fire Protection NFPA, OSHA, NIOSH, court decisions, and current industry best practices. Association (NFPA), Occupational Safety and Health Administration (OSHA), and American National Standards Institute (ANS I). 81 Explain and provide information about any N/A design services you provide if applicable. T able 16: Exceptions to Terms, Conditions, or Specifications Form Line Item 82 . NOTICE: To identify any exception, or to request any modification, to the Sourcewell template Contract terms, conditions, or specifications, a Proposer must submit the exception or requested modification on the Exceptions to Terms, Conditions, or Specifications Form immediately below. The contract section, the specific text addressed by the exception or requested modification, and the proposed modification must be identified in detail. Proposer's exceptions and proposed modifications are subject to review and approval of Sourcewell and will not automatically be included in the contract. Contract Section Term, Condition, or Specification Exception or Proposed Modification Documents Ensure your submission document(s) conforms to the following: 1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided. 2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell. 3. Sourcewell may reject any response where any document(s) cannot be open~d and viewed by Sourcewell. 4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E • .e.ctcing -2022 Pricing for Sourcewell.xlsx -Saturday January 15, 2022 15:24:27 • Financial Strength and Stability -Financial Strength & Stability.pdf -Tuesday January 18, 2022 08:18:53 • Marketing Plan/Samples -Marketing Plan.pdf -Tuesday January 18, 2022 04:43:09 • WMBE/MBE/SBE or Related Certificates (optional) • Warranty Information -Warranty.pdf -Tuesday January 18, 2022 04:54:28 • Standard Transaction Document Samples -Sample Sales Agreement.pdf -Tuesday January 18, 2022 12:36: 19 • Upload Additional Document (optional) Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E Addenda, Terms and Conditions PROPOSER AFFIDAVIT AND ASSURANCE OF COMPLIANCE I certify that I am the authorized representative of the Proposer submitting the foregoing Proposal with the legal authority to bind the Proposer to this Affidavit and Assurance of Compliance: 1. The Proposer is submitting this Proposal under its full and complete legal name, and the Proposer legally exists in good standing in the jurisdiction of its residence. 2. The Proposer warrants that the information provided in this Proposal is true, correct, and reliable for purposes of evaluation for contract award. 3. The Proposer, including any person assisting with the creation of this Proposal, has arrived at this Proposal independently and the Proposal has been created without colluding with any other person, company, or parties that have or will submit a proposal under this solicitation; and the Proposal has in all respects been created fairly without any fraud or dishonesty. The Proposer has not directly or indirectly entered into any agreement or arrangement with any person or business in an effort to influence any part of this solicitation or operations of a resulting contract; and the Proposer has not taken any action in restraint of free trade or competitiveness in connection with this solicitation. Additionally, if Proposer has worked with a consultant on the Proposal, the consultant (an individual or a company) has not assisted any other entity that has submitted or will submit a proposal for this solicitation. 4. To the best of its knowledge and belief, and except as otherwise disclosed in the Proposal, there are no relevant facts or circumstances which could give rise to an organizational conflict of interest. An organizational conflict of interest exists when a vendor has an unfair competitive advantage or the vendor's objectivity in performing the contract is, or might be, impaired. 5. The contents of the Proposal have not been communicated by the Proposer or its employees or agents to any person not an employee or legally authorized agent of the Proposer and will not be communicated to any such persons prior to Due Date of this solicitation. 6. If awarded a contract, the Proposer will provide to Sourcewell Participating Entities the equipment, products, and services in accordance with the terms, conditions, and scope of a resulting contract. 7. The Proposer possesses, or will possess before delivering any equipment, products, or services, all applicable licenses or certifications necessary to deliver such equipment, products, or services under any resulting contract. 8. The Proposer agrees to deliver equipment, products, and services through valid contracts, purchase orders, or means that are acceptable to Sourcewell Members. Unless otherwise agreed to, the Proposer must provide only new and first-quality products and related services to Sourcewell Members under an awarded Contract. 9. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders. 10. The Proposer understands that Sourcewell will reject RFP proposals that are marked "confidential" (or "nonpublic," etc.), either substantially or in their entirety. Under Minnesota Statutes Section 13.591, subdivision 4, all proposals are considered nonpublic data until the evaluation is complete and a Contract is awarded. At that point, proposals become public data. Minnesota Statutes Section 13.37 permits only certain narrowly defined data to be considered a "trade secret," and thus nonpublic data under Minnesota's Data Practices Act. 11. Proposer its employees, agents, and subcontractors are not: 1. Included on the "Specially Designated Nationals and Blocked Persons" list maintained by the Office of Foreign Assets Control of the United States Department of the Treasury found at: https ://www.treasury.gov/ofac/downloads/sdnlist.pdf; 2. Included on the government-wide exclusions lists in the United States System for Award Management found at: https ://sam .gov/SAM/; or 3. Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated Bid Number: RFP 011822 Vendor Name: Lexipol, LLC DocuSign Envelope ID: 9D46F057-5AB6-4B37-A9E0-09DC6CEB2E2E by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this solicitation. P' By checking this box I acknowledge that I am bound by the terms of the Proposer's Affidavit, have the legal authority to submit this Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and enforceability as if I had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability solely because an electronic signature or electronic record was used in its formation. -Jeff Oathout, Director of Sales, Lexipol, LLC The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission, and/or the Proposer foresees an actual or potential Conflict of Interest in performing the contractual obligations contemplated in the bid. r Yes r. No The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document. Check the box in the column "I have reviewed this addendum" below to acknowledge each of the addenda. File Name Addendum_ 1_PS_ Training_Simulatlon_Eqpt_ Tech_RFP _011822 Tue December 14 2021 07:23 AM I have reviewed the below addendum and attachments (if applicable) Pages 2 Bid Number: RFP 011822 Vendor Name: Lexipol, LLC IJ1v1 :.;m1 1 of ~ . c::i rg C CJP µu10-\T1u1 rD 1111 uifi<'iu/ .'i1w,· urFJori!/11 :1 An11,• ~partment of State I Div ision of Cor11orat1o ns I Search Records I ~...Enli!Y. Name I Detail by Entity Name Foreign Limited Liability Company LEXIPOL, LLC .Elling Information Document Number FEI/EIN Number Date Flied State Status ~P-al Address 2611 Internet Boulevard Suite 100 Frisco, TX 75034 Changed: 01/15/2020 Mailing Address 2611 Internet Boulevard Suite 100 Frisco, TX 75034 Changed: 01/15/2020 M 17000004239 71-0934113 05/15/2017 DE ACTIVE Registered Agent Name & Address CT CORPORATION SYSTEM 1200 SPINE ISLAND RD PLANTATION, FL 33324 Authorized Person(s) Detail Name & Address Title CEO Corbin, Charles 2611 Internet Boulevard Suite 100 Frisco, TX 75034 Title CFO DIVISION OF CORPORATIONS MITTAL, MANU 2611 Internet Boulevard Suite 100 Frisco, TX 75034 Title VP, Secretary ROOS, JAN 2377 Gold Meadow Way, Suite 100 Gold River, CA 95670 Annual RepQ..tb Report Year 2021 2022 2023 Filed Date 03/02/2021 02/14/2022 02/24/2023 Document lmag!l§. 02/24/2023 --ANNUAL REPORT View image in PDF format -----------~ 02/14/2022 •• ANNUAL REPORT View image in PDF format -----------~ 03/02/2021 --ANNUAL REPORT View image in PDF format ------------ 01/15/2020 --ANNUAL REPORT View image in PDF format ------------ 02/12/2019 ANNUAL REPORT View image In PDF format 03/27/2018 --ANNUAL REPORT View image in PDF format 05/15/2017 --Foreign Limited View image in PDF format Sourcewell ~ Lexi pol Public Safe t y Trai n ing Equip m ent #011822-LXP Maturity Date: 03/23/2026 Products & Serv ic es V Products & Services Sourcewell contract 011822-LXP gives access to the following types of goods and services: o Police & fire training o Public safety on line training o Learning management system o CEUs for first responders o Public safety p olicies o First responder well n ess app o Grant writing & finding services o State-specific policies o Policy management sys t em o Policy development & updates o Confidentia l we l lness solution o Local government solutions r Buv Sourcewell l --.J --------· Login to unlock more contract features. 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Sourcewell ~ About Careers Compliance & Legal Contact News Terms & Conditions Privacy Policy Accessibility All Solutions ➔ Minnesota-Only Solutions ➔ Supplier Resources ➔ f "# in V © 2023 Sourcewell. All rights reserved. 109 Fire Rescue Transportation Fund Fiscal Year: 2023 Trial Balance - [ ~~coµlit ~.i. :,,: ~ ~ '; ~·· ~~~~~~p ·1! -A.~M~p,,_r_.-'._.a_te_'d_~-~)i}~x...e'p~e_n_'it~a. -. ,t'E\i-.£~ni!>er~d ~- 109.2000.522340 46 % 250,000.00 CONTRACTUAL SERVICES 250,000.00 Total for (2) Operating Expenses Total expenses 2000 (Fund 109) FI-Fire 109 Fire Rescue Transportation Fund 250,000.00 250,000.00 250,000.00 250,000.00 250,000.00 . 250,000.00 ·, C'I\, •. }I\ Fund Totals $250,000.00 Revenue/Expenses Balance: 114,994.49 114,994.49 114,994.49 $114,994.49 $114,994.49 109 Fire Rescue Transportation Fund Trial Balance -Expenses 66,829.86 66,829.86 66,829.86 $66,829.86 68,175.65 5/17/2023 68,175.65 68,175.65 $68,175.65 . C»8 ~l~!ii~• 16•t.Qlt~- 51-• 7@/.t. t;26'd * Printed: 5/18/2023 Page: 2