Appendix_2_-_Proposer_Profile_Questionnaire_-_.pdf
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- Attached to
- Claims Document Management System (Re-Bid)
- Solicitation number
- 26-P-00037
- Issued by
- Hillsborough County, Florida
About this file
This is a Proposer Profile Questionnaire for the City of Tampa's Claims Document Management System (CDMS) procurement, which supports the Risk Management Department's insurance claims processing operations. The questionnaire requires vendors to provide comprehensive company information including organizational structure, business experience, employee counts, and office locations. Proposers must document their implementation history with the proposed solution across Florida, the U.S., and worldwide markets, along with details on major release upgrades and patch deployment frequencies. The RFP includes a pre-proposal conference scheduled for Tuesday, December 9, 2025, at 2:00 pm, with proposal submissions due on Tuesday, December 23, 2025, at 3:00 pm. The contract will have an initial five-year term with potential renewals and a total budget of $120,000 including implementation.
The questionnaire mandates that proposers submit at least five of their highest dollar contracts currently held, including client names, descriptions of provided services, contract values, income percentages, and expected termination dates. Vendors must address how existing commitments will not negatively impact their ability to support the City's project schedule and delivery requirements, including explanations of staffing and schedule overlaps. The evaluation criteria weight cost at 40 percent, scope of services at 15 percent, Small Local Business Enterprise (SLBE) participation at 15 percent, company experience at 10 percent, project schedule at 10 percent, references at 5 percent, and criminal history screening practices at 5 percent. Both primary contractors and subcontractors must be SLBE certified prior to the RFP opening date to qualify for rating points, with vendors able to earn up to 15 points based on their utilization of City of Tampa certified SLBE firms.
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Appendix 2
PROPOSER PROFILE QUESTIONNAIRE
Company Information
Question Answer
Organization name
Corporate location
Contact Name
What is your organization’s primary business?
Is your organization a subsidiary to a larger parent company? If so, what company?
Length of time your organization
(not parent) has been in business providing this software solution?
Organization ownership: State legal ownership structure, breakdown of ownership structure, parent companies, holding companies, or subsidiaries and respective relatioships.
Explain if there are current plans for any changes to the above ownership structure, and what measures are being taken to ensure no changes will emerge to the relationship between the company and clients.
Number of employees:
• Total
• Development
• Product Support
• Professional Services
Florida U.S. Worldwide
Average annual staff turnover rate for employees in key staff positions
List the location of the company’s offices and the primary function(s) performed at each location.
Number of installations for proposed solution:
Florida U.S. Worldwide
Number of implementations of proposed solution:
2021 2022 2023 2014
Current implementations under contract for proposed solution
U.S. Worldwide
When and where was the proposed solution implemented in development environments and platforms similar to the City’s
Risk Management department?
Date Customer Site
Approximate frequency of major release upgrades
Average patches, service packs released each year
Discuss any partners, associations, and strategic relationships. Provide details on the nature of the relationship.
Range of services your organization offers
Does your organization provide application development services
Web Site
Does your organization sponsor a users group that meets periodically?
Describe your objective for the users group.
Current Commitments
As an attachment, list at least five of the highest dollar contracts currently held by the company. If the company has held less than five contracts, list all that have been held. For each contract, state the client’s name, a brief description of the items provided by the company, the dollar value of the contract, the approximate share of current income derived from the contract, and the expected contract termination date.
Attach a discussion that addresses how these or other current commitments affect the ability to support the
City of Tampa Risk Management department’s scope of work. Explain any staffing and schedule overlaps, and how the Proposer proposes to ensure that such commitments or potential overlaps will not affect the
City’s schedule and project delivery.
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