2-Exhibit A - Reference Form.docx

This is a Reference Form attachment for the City of Herriman, Utah's Request for Proposal to procure utility billing software and professional implementation services. The form requires proposers to submit references from clients who have implemented the proposed software solution. Respondents must complete the standardized Reference Form for each provided reference, documenting general background information including the client name, number of employees, operating budget, address, project manager contact details, and project summary with current status. Proposers must indicate all modules implemented as part of the project and provide specific project information including total project budget, project start date, and project end date. The City of Herriman seeks to replace its current Pelorus Methods system with a modern, cloud-based solution capable of managing approximately 15,529 active customer accounts and 18,114 meters, with projected growth to 30,000 accounts and 40,000 meters. The proposal submission deadline is April 30, 2026 at 5:00 PM MDT through the Utah Public Procurement Place Bonfire system, with vendor demonstrations and interviews scheduled for the week of June 22, 2026, preferred vendor notification expected the week of July 13, 2026, and contract award anticipated by September 9, 2026.

Proposers must demonstrate relevant experience through at least three references from utilities of similar size that have operated the proposed software for a minimum of two years. The RFP evaluation criteria allocate 40 points to functional and technical capabilities, 20 points to approach and methodology, 15 points to customer support, 15 points to vendor experience, and 10 points to cost. No set-aside designations or restrictions on organization types are specified. Final contract value and pricing terms will be negotiated following vendor selection, with proposers expected to provide implementation costs and ongoing support pricing structures during contract discussions. The City reserves the right to reject any or all proposals and terminate negotiations if mutually acceptable terms cannot be achieved. The City processed approximately 101,104 utility bills and 151,829 online payments in the most recent fiscal year, indicating significant transaction volume.