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HomeMy WebLinkAbout26208AGREEMENT INFORMATION AGREEMENT NUMBER 26208 NAME/TYPE OF AGREEMENT PITCHBOOK DESCRIPTION LICENSE AGREEMENT/PITCHBOOK EMERGING TECHNOLOGY RESEARCH & MORN I NSTAR EQUITY RESEARCH ACCESS/MATTER ID: 26-1674 EFFECTIVE DATE ATTESTED BY TODD B. HANNON ATTESTED DATE 7/22/2026 DATE RECEIVED FROM ISSUING DEPT. 7/23/2026 NOTE DOCUSIGN AGREEMENT BY EMAIL Docusign Envelope ID: D4D16B1B-066F-8CE4-817C-D92243334D1A «PitchBook PLATFORM SUBSCRIPTION ORDER FORM Pricing Expires: July 11, 2026 Licensee Shipping Information Company Name: City of Miami Ship To Address: 444 SW 2nd Avenue, Room 545 Miami, Florida 33130 United States Primary Contact: Keith Carswell Primary Email: kcarswell@miamigov.com Primary Phone: +1 305-299-5780 Licensee Billing Information Bill To Contact: Bill To Email: Bill To Phone: Bill To Company: Bill To Address: Keith Carswell kcarswell@miamigov.com +1 305-299-5780 City of Miami 444 SW 2nd Avenue, Room 545 Miami, Florida 33130 United States PitchBook Subscription Details PitchBook Contact Information Allen Winkoff allen.winkoff@pitchbook.com Standard Platform Subscription Authorized Users: (3) USD 30,000.00 PitchBook Emerging Technology Research Included Morningstar Equity Research Access Included CRM PitchBook Plugin Not Included Annual Contract Value USD 24,999.99 Year 1 Discount (USD 5,000.01) Year 1 Subtotal USD 24,999.99 Grand Total Commitment USD 24,999.99 Authorized Users are entitled to access the services listed as Included above. All prices are in USD. This is not an invoice. Taxes are not included. Applicable taxes will be added on your final invoice. Licensee agrees to pay applicable invoiced taxes. Additional Authorized Users: Licensee may add additional Authorized Users at the following annualized cost per seat: Standard Additional User: USD 10,000 PitchBook I Platform Order Form Page 1 of 4 Docusign Envelope ID: D4D16B1B-066F-8CE4-817C-D92243334D1A For the purposes of the content license agreement referenced below, the "Content" provided under this order form includes information related to companies, transactions, industries, technologies, and people that is provided to Licensee on or in connection with PitchBook web and mobile applications. For the purposes of the content license agreement referenced below, the "Services" provided under this order form include the delivery of the Content through pitchbook.com, Icdcomps.com, and any applications PitchBook may make available, or through communications with PitchBook employees or agents. Terms Subscription term Start date: July 12, 2026 End date: July 11, 2027 Payment Schedule Payment is due upon the start date of this order. PitchBook may invoice 15 days in advance. Payment Terms Net Payment Terms: Licensee agrees to pay PitchBook in accordance with the above payment schedule with the following terms: Net 45 from receiving a valid invoice. Payment Method: Licensee agrees to pay PitchBook via ACH ACH Account information and payment instructions will be listed at the bottom of your invoice. Invoice Delivery Method: An invoice will be sent by email to kcarswell@miamigov.com. Purchase Order Information: Please check the box that applies: ® By checking this box, I confirm a Purchase Order IS required. Enter the PO Number: ❑ By checking this box, I confirm a Purchase Order is NOT required. ❑ By checking this box, I confirm a Purchase Order IS required, but not yet available. agree to provide a Purchase Order Number within 10 business days. Automatic Renewal The agreement will not renew for a subsequent term unless Licensee and PitchBook agree to a renewal term in writing. License Agreement By executing this order form, the parties agree to the terms of PitchBook's content license Agreement, signed on June 10, 2024. Limits Authorized Users may not print, download, or export more than 10,000 rows of deal, fund, people or entity data per month. Licensee may not use printing and downloading rights to compile a quantity of data that has significant commercial value. Additional Terms • Licensee represents that all of its Authorized Users are sophisticated professionals who are able to assess the merits of PitchBook, their own information needs, and the adequacy of the information provided to them. Ratings • Licensee must not use ratings or Work Product derived from ratings to sell securities to retail investors. PitchBook I Platform Order Form Page 2 of 4 Docusign Envelope ID: D4D16B1B-066F-8CE4-817C-D92243334D1A • Licensee agrees not to use any Content in any way that constitutes "use of a benchmark" under the Benchmarks Regulation. "Benchmarks Regulation" means Regulation 2016/101 1 of the European Parliament and of the Council as amended or superseded from time to time (the "EU Benchmarks Regulation"), and, in respect of UK, as the EU Benchmarks Regulation was retained in the UK law after 31 December 2020. • Authorized Users must not regularly, systematically, automatically, or otherwise frequently forward any credit news alerts to individuals who are not Authorized Users under this Agreement. Anti -Human Trafficking. Pitchbook confirms and certifies that it is not in violation of Section 787.06, Florida Statutes, and that it does not and shall not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes. Pitchbook shall execute and submit to the Sublandlord an Affidavit, of even date herewith, in compliance with Section 787.06(13), Florida Statutes, attached and incorporated herein as Exhibit "A". If Pitchbook fails to comply with the terms of this Section, the Licensee may suspend or terminate this Agreement immediately, without prior notice, and in no event shall the Licensee be liable to Pitchbook for any additional compensation or for any consequential or incidental damages. Counterparts: Electronic Signatures. This Agreement may be executed in any number of counterparts, each of which so executed shall be deemed to be an original, and such counterparts shall together constitute one and the same Agreement. The Parties shall be entitled to sign and transmit an electronic signature of this Agreement (whether by facsimile, PDF or other email transmission), which signature shall be binding on the Party whose name is contained therein. Any Party providing an electronic signature agrees to promptly execute and deliver to the other Parties an original signed Agreement upon request. ** Signature page follows** PitchBook I Platform Order Form Page 3 of 4 Docusign Envelope ID: D4D16B1B-066F-8CE4-817C-D92243334D1A George K. Wysong Date City Attorney By signing below, each party agrees, that it has read, understood, and agreed to all the terms of the content license agreement and this order form. THE CITY OF MIAMI, A MUNICIPAL CORPORATION OF THE STATE OF FLORIDA Signed by: 6tsuz of-7C8'A . James Reyes City Manager Atte By: Signed by: DocuSigned by: r — E4607560E3C-F44;,9... Todd B. Hannon City Clerk Initial 44(1 Date Date Matter ID 26-1674 APPROVED AS TO LEGAL FORM AND CORRECTNESSf_Signed by: PitchBook Data, Inc July 22, 2026 I 15:23:0SigaritUre DocuSigned by: '""-434 i.s3R'Ef59fi#59... Caroline Shomber Name Director, East Coast Commercial Title 7/20/2026 Date July 22, 2026 119:18:05 EDT APPROVED AS TO INSURANCE REQUIREMENTS Signed by: C-yurot, (A sa l f l R Fra Ak l�awA �uly 20,12026 116:27:39 T - ! By: ` 8 76E3FE43243B... 2-7395 6-318214E7... July 20, 2026 111:49:; David Ruiz Department of Risk Management PitchBook I Platform Order Form Page 4 of 4 A`oRLf CERTIFICATE OF LIABILITY INSURANCE DATE (MMIDDIYYYY) 7/8/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER RSC Insurance Brokerage, Inc. P.O. Box 818035 Cleveland OH 44181 CONTACT Anita Maples PHONE FAX (A/C No Ext): 816-843-4632 (A/C, No): 816-472-5018 ADDARESS: amaples@risk-strategies.com INSURER(S) AFFORDING COVERAGE NAIC # INSURER A: American Zurich Insurance Company 40142 INSURED PITCDAT-01 PitchBook Data, Inc 901 Fifth Avenue #1200 Seattle WA 98164 INSURER B : Zurich American Insurance Company of Illinois 27855 INSURERC: American Guarantee & Liability Insurance Company 26247 INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: 1758659207 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTRINSD TYPE OF INSURANCE ADDL SUBR WVD POLICY NUMBER POLICY EFF (MM/DDIYYYY) POLICY EXP (MM/DDIYYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY CPO 5639235 - 03 10/30/2025 10/30/2026 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE X OCCUR PRS RENTED PREMISES / ( Ea occurrence) $100,000 MED EXP (Any one person) $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PRO- JECT X PER: LOC GENERAL AGGREGATE $ 2,000,000 PRODUCTS - COMP/OP AGG $ 2,000,000 DESIGNATED LOCATION $ 10,000,000 B AUTOMOBILE X LIABILITY ANY AUTO OWNED x SCHEDULED AUTOS NON -OWNED AUTOS ONLY BAP 3952006 - 00 10/30/2025 10/30/2026 COMBINED SINGLE LIMIT (Ea accident) $ 1,000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ C X UMBRELLA LIAB EXCESS LIAB X O OCCUR CLAIMS -MADE AUC 5607489-03 10/30/2025 10/30/2026 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 DED X RETENTION $ $D $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBEREXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below ,� / N N/A PER STATUTE OTH- ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Miami is included as additional insured including primary and non-contributory when required by written contract. CERTIFICATE HOLDER CANCELLATION City of Miami 14 N.E. 1st Avenue 2nd Floor SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Miami FL 33132 United States UTHORIZEDREPRESENTATIVE f ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD THIS CERTIFICATE SUPERSEDES PREVIOUSLY ISSUED CERTIFICATE ,`�'e�® CERTIFICATE OF LIABILITY INSURANCE M/DDIYYI'Y) DATE(M07/07/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Aon Risk Services Central, Inc. Chicago IL Office 200 East Randolph Chicago IL 60601 USA CONTACT NAME: PHONE FAX (A/C. No. Ext): (866) 283-7122 (A/C. No.): (800) 363-0105 E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURED Morningstar Inc 22 W Washington Street Chicago IL 60602 USA INSURER A: American Guarantee & Liability Ins Co 26247 INSURERB: Columbia Casualty Company 31127 INSURERC: Allianz Global Risks US Insurance Co. 35300 INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 570121760413 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested ILTR TYPE OF INSURANCE INSD SVWD POLICY NUMBER EFF (MMIDD ) (MMIDD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE CLAIMS -MADE I L OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY GEN'L AGGREGATE LIMIT APPLIES PER GENERAL AGGREGATE POLICY CI PE T ❑ LOC PRODUCTS - COMP/OP AGG OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) ANY AUTO BODILY INJURY ( Per person) OWNED SCHEDULED AUTOS BODILY INJURY (Per accident) A AUTOS ONLY HIRED AUTOS ONLY NON -OWNED AUTOS ONLY PROPERTY DAMAGE (Per accident) UMBRELLA LIAB OCCUR EACH OCCURRENCE EXCESS LIAB • CLAIMS -MADE AGGREGATE DED RETENTION A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY WC067050004 08/01/2025 08/01/2026 X IPER STATUTE I IorH- ER ANY PROPRIETOR / PARTNER / EXECUTIVE OFFICER/MEMBER EXCLUDED, Y / N N N / A E.L. EACH ACCIDENT $1 , 000 , 000 (Mandatory in NH) E.L. DISEASE -EA EMPLOYEE $1 , 000 , 000 If r describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $1, 000 , 000 B cyber Liability 752294110 Claims Made SIR applies per policy terms 08/22/2025 & conditions 08/22/2026 Aggregate $5,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101 Additional Remarks Schedule, may be attached if more space is required) PitchBook Data, Inc. is covered by the above mentioned policies maintained by Morningstar, Inc. Cyber policy includes coverage for technology errors & omissions under the Technology and Professional Liability insuring agreement. Tech E&O covers damages and claims made against the insured alleging an act, error or omission in the conduct of technology services (including internet services and telecommunication services) and the failure technology products for others. Named Insured Includes: Morningstar Investment Management Europe, Ltd., Morningstar Wealth Administration, Ltd., Morningstar Retirement Services, Ltd., Smart Investment Management, Ltd. and Morningstar wealth International Ltd. city of Miami is included as Additional Insured in accordance with the policy provisions of the cyber policy. CERTIFICATE HOLDER CANCELLATION city of Miami 14 N.E. 1st Avenue 2nd Floor Miami FL 33132 USA SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Holder Identifier : 570121760413 Certificate No : AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: 570000006788 LOC #: ACORO® ADDITIONAL REMARKS SCHEDULE Page _ of _ AGENCY Aon Risk services central, Inc. NAMED INSURED Morningstar Inc POLICY NUMBER See certificate Number: 570121760413 CARRIER See Certificate Number: 570121760413 NAIL CODE EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance INSURER(S) AFFORDING COVERAGE NAIC # INSURER INSURER INSURER INSURER ADDITIONAL POLICIES If a policy below does not include limit information, refer to the corresponding policy on the ACORD certificate form for policy limits. INSR LTR TYPE OF INSURANCE ADDL INsll SURR WVll POLICY NUMBER POLICY EFFECTIVE DATE (MM/I)I)/YYYY) POIICY EXPIRATION DATELIMITS (MM/DD/YYYY) OTHER c cyber Liability - Excess USF00551025 $5m X $5m claims Made 08/22/2025 08/22/2026 Limit $5,000,000 ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved The ACORD name and logo are registered marks of ACORD OPitchBook PitchBook Data, Inc. 901 Fifth Ave, Suite 1200 Seattle, WA 98164 Re: Caroline Shomber as Authorized Company Signatory To Whom It May Concern: June 23, 2026 My name is Kyle Hulten, I'm Director of Legal for PitchBook Data, Inc. My Washington State bar license number is #44361, and you can verify my status as counsel for PitchBook at the Washington State Bar Association website via this link: https://w`vw.mywsba.org/PersonifyEbusiness/LegalDirectory /LegalProftle.aspx?Usr_ID=0000000 44361 This document serves to evidence that Caroline Shomber, Director, East Coast Commercial at PitchBook Data, Inc., has the authority to contractually commit PitchBook to agreements under which PitchBook is obligated to provide data services and to execute any documents related to such agreements on PitchBook's behalf. Sincerely, 79- Kyle Hulten VP, Legal PitchBook Data, Inc. kyle.hulten@pitchbook.com PitchBook Data, Inc. I Steve Yang Signing Authority Page 1 of 1 ANTI -HUMAN TRAFFICKING AFFIDAVIT 1. The undersigned affirms, certifies, attests, and stipulates as follows: a. The entity/individual is a nongovernmental entity authorized to transact business in the State of Florida (hereinafter, "nongovernmental entity"). b. The nongovernmental entity is either executing, renewing, or extending a contract (including, but not limited to, any amendments, as applicable) with the City of Miami ("City") or one of its agencies, authorities, boards, trusts, or other City entity which constitutes a governmental entity as defined in Section 287.138(1), Florida Statutes (2024). c. The nongovernmental entity is not in violation of Section 787.06, Florida Statutes (2024), titled "Human Trafficking." d. The nongovernmental entity does not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes (2024). 2. Under penalties of perjury, pursuant to Section 92.525, Florida Statutes, I declare the following: a. I have read and understand the foregoing Anti -Human Trafficking Affidavit and that the facts, statements and representations provided in Section 1 are true and correct. b. I am an officer, a representative, or individual of the nongovernmental entity authorized to execute this Anti -Human Trafficking Affidavit. FURTHER AFFIANT SAYETH NAUGHT. Nongovernmental Entity/Individual: Name: Caroline Shomber PitchBook Data, Inc. Signature: Title: Director, East Coast Commercial 06/25/2026 Office Address: 901 Fifth Avenue, Suite 1200 Seattle, WA 98164 Email Address: caroline.shomber@pitchbook.com Main Phone Number: +1 (206) 623.1986 Olivera, Rosemary From: Sent: To: Cc: Subject: Attachments: Good morning Todd, LaFortune, Shellande Thursday, July 23, 2026 10:11 AM Hannon, Todd Olivera, Rosemary; Carswell, Keith; Moy, Jennifer Pitchbook Renewal Agreement (Matter ID 26-1674) PitchBook - City of Miami - Platform Subscription Agreement 2026 (FULLY EXECUTED).pdf Hope all is well. Please find attached the fully executed copy of the Pitchbook agreement from DocuSign that is to be considered an original agreement for your records. Have an amazing day! Thank you, Shay Shellande "Shay" LaFortune Department of Economic Innovation & Development slafortune@miamigov.com P (305) 416-1527 EMIPOWERING INNOVATION, ADVANCING BUSINESS, BUILDING TALENT The information contained in this message is intended only for the recipient. It may be privileged, confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, please be aware that any dissemination or copying of this communication is strictly prohibited. If you have received this communication in error, please immediately notify the sender by replying to the message and deleting it from your computer. 1