Addendum_Form.docx

This addendum modifies a solicitation by the City of Phoenix for integrated financial reporting software under a five-year contract commencing January 1, 2027. The primary change extends the offer due date to October 18, 2022 at 2:00 p.m. A non-mandatory pre-offer conference is scheduled for March 12, 2026 at 10:00 a.m. via Webex, with written inquiries due by March 27, 2026 at 2:00 p.m. and sealed offers due April 3, 2026 at 2:00 p.m. The solicitation is open to all qualified vendors through the City's Procurement Portal. The software solution must support the development of a complete Annual Comprehensive Financial Report (ACFR), accommodate 12-20 concurrent multi-user collaborators, integrate with the City's existing SAP accounting system, and include desktop publishing capabilities. Qualified vendors must have been in operation for a minimum of three years with demonstrated experience implementing ACFR software solutions in large municipalities, supported by three comparable references or case studies.

The evaluation process occurs in two phases, with Phase 1 assessing method of approach, capacity, and experience across 15 criteria worth 900 points, and Phase 2 evaluating pricing proposals. Offerors in the competitive range must provide a 90-minute demonstration at a City-determined Phoenix location. All prices must be firm and fixed for the initial contract year, with subsequent annual increases permitted upon written request with 60 days' notice. The City offers prompt payment discount options including either a percentage discount at 30 days or net 45 days, or immediate payment upon invoice approval through the Single Use Account Program. Required insurance includes Commercial General Liability with a $2,000,000 general aggregate limit, Workers' Compensation statutory coverage, and Technology Errors and Omissions Liability with $1,000,000 per claim and annual aggregate limits. Contractors must comply with federal and local civil rights requirements and Disadvantaged Business Enterprise requirements, including prompt payment to subcontractors within seven days of receipt of City payment. No incumbent vendor is identified. Vendors must complete a Vendor Security Maturity Questionnaire within seven days of notification and submit a Certificate of Insurance within 14 days of award recommendation. The contract includes one optional one-year extension, with a potential aggregate term of six years.