1. PUR 7776.pdf

PUR 7776 (Revised 07/2022) Page 1 of 2 Incorporated by Reference: Rule 60A-1.045, F.A.C.

DESCRIPTION OF INTENDED

SINGLE SOURCE PURCHASE

(PUR 7776)

AGENCY: Department of Financial Services (DFS)

TITLE: Software Licensing, Maintenance, and Configuration with iManagement Consulting

LLC.

Short description of the commodity or service desired: Software licensing, maintenance, support, end-user training, documentation, and configuration for WittyAI.

CONTACT

Name: Andrea Brooks Address: 200 East Gaines Street, Tallahassee, FL 32399 Telephone: 850-413-2070 Email: DFSPurchasing@myfloridacfo.com

Internal tracking number, if any: 2425-13 SS OIT

Date posted: 4/1/2025 Last day for receipt of information: 4/22/2025 at 2:00 p.m. (ET)

This description of commodities or contractual services intended for purchase from a single source is posted in accordance with Sections 120.57(3) and 287.057(3), Florida Statutes (F.S.), and will remain posted for a period of at least 15 business days.

Commodity or Contractual Service Required (commodity or United National Standard Products and Services Code (UNSPSC), manufacturer, model, and description, as appropriate):

81112200: Software maintenance and support

Quantity or Term (as appropriate):

The term is for the period of thirty-eight (38) months. Term dates: May 1, 2025, through June 30, 2028.

Requestor (division, bureau, office, individual, as appropriate):

Office of Information Technology.

Performance and/or Design Requirements (e.g. intended use, function or application, compatibility, requirements; reference to policy, rule, statute or other act of the Legislature, etc., as appropriate):

PUR 7776 (Revised 07/2022) Page 2 of 2 Incorporated by Reference: Rule 60A-1.045, F.A.C.

The contractor must maintain and support the proprietary WittyAI software currently utilized by the Department of Financial Services (Department). Additionally, the vendor is required to provide AWS (Amazon Web Services), Pinecone, and OpenAI services, which will be billed by utilization rates set by each service provided. WittyAI will invoice the Department for the exact amount charged by each service provider.

Intended Single Source: iManagement Consulting LLC

Estimated Dollar Amount: $226,000.00

Justification for single source acquisition (what is necessary and unique about the product, service or source; steps taken to confirm unavailability of competition, as appropriate):

The Department originally entered into an agreement with iManagement Consulting LLC on July 1, 2024 to provide WittyAI software and associated services. iManagement Consulting LLC developed WittyAI as a trainable AI chatbot designed to integrate with the DFS website. This tailored service enables the Department to provide customized responses to public inquiries.

Recognizing the ongoing need for these services, the Department has determined that continued procurement is necessary. iManagement Consulting LLC holds proprietary rights to its service, which has been specifically customized for public use on the Department’s website. Therefore, iManagement Consulting LLC has affirmed to the Department that it is the sole provider of the customized WittyAI solution.

Approved By (names & titles, as appropriate, e.g., requestor, requestor management, information systems, budget, purchasing):

Andrea Brooks, Office of Purchasing and Contractual Services Susan Eto, Office of Information Technology Scott Stewart, Chief Information Officer, Office of Information Technology James Ross, Office of the General Counsel Danielle Sparks, Office of the General Counsel Amy Jones, Purchasing Director, Office of Purchasing and Contractual Services Scott Fennell, Deputy Chief Financial Officer

Prospective vendors are requested to provide information regarding their ability to supply the commodities or contractual services described. If it is determined in writing by the agency, after reviewing any information received from prospective vendors, that the commodities or contractual services are available only from a single source, the agency shall provide notice of its intended decision to enter a single-source purchase contract in the manner specified in Rule 60A-1.045, Florida Administrative Code, and section 120.57(3), F.S.