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, solicitation number 26-P-00037. The questionnaire requires interested vendors to provide detailed company information including organizational structure, business history, employee count, and office locations. Proposers must document their experience with the proposed software solution across Florida, the U.S., and worldwide markets, including the number of installations and implementations completed in 2021 through 2024. Vendors must describe implementations in development environments similar to the City's Risk Management department operations, specify the frequency of major release upgrades and patches, and detail strategic partnerships and relationships. The pre-proposal conference is scheduled for Tuesday, December 9, 2025, at 2:00 pm, with proposals due on Tuesday, December 23, 2025, at 3:00 pm. The contract will have an initial five-year term with potential renewal options. The City's total budget for this project is $120,000, including all implementation costs.
The evaluation criteria allocate 15 percent to scope of services, 10 percent to company experience, 40 percent to cost, 10 percent to project schedule, 5 percent to references, 5 percent to criminal history screening practices, and 15 percent to Small Local Business Enterprise (SLBE) participation. Proposers can earn up to 15 points by utilizing City of Tampa certified SLBE firms as subcontractors or sub-consultants, provided both the primary contractor and subcontractors obtain SLBE certification prior to the RFP opening date. Vendors must submit documentation of at least five of their highest dollar current contracts, including client names, service descriptions, contract values, income percentages, and termination dates, along with a discussion addressing how existing commitments will not impact the City's project delivery schedule and staffing requirements. The CDMS solution must integrate with the existing Assure Claims system in a cloud environment and support compliance with records retention policies and Microsoft Office and MS SQL Server standards.
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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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