Attachment_1_to_Appendix_A_-_Pension_Management_System_Requirements.pdf

This document is a Pension Management System Requirements attachment supporting the City of St. Petersburg's Enterprise Resource Planning (ERP) Software Modernization solicitation in Florida. The procurement seeks a comprehensive, fully SaaS cloud-based solution to replace the current Oracle E-Business Suite system, encompassing integrated modules for Finance, Procurement, Human Capital, Budgeting, and Planning. Vendors must provide either all modules directly or facilitate integration of third-party solutions. Implementation services must include project management, system design, hardware provisioning, interface development, systems integration, data migration, testing, implementation, training, and maintenance. A dedicated project manager is required for the duration of the project with mandatory quarterly onsite two-day reviews and attendance at module kickoff and go-live events. The pre-proposal meeting was scheduled for January 6, 2026, at 10:00 am via Microsoft Teams, with written questions due by January 20, 2026, at 12:00 pm. Proposal submissions are due electronically by February 17, 2026, at 3:00 pm through the City's online procurement portal, with an anticipated award recommendation to City Council on September 17, 2026.

The evaluation will be weighted across 11 criteria totaling 100 points, including project understanding (10%), organizational capacity (15%), RFP compliance (20%), management plan (16%), implementation cost (11%), annual support cost (7%), financial stability (10%), base agreement acceptance (5%), and set-asides for Small Business Enterprise (2%), Minority Business Enterprise (2%), and Women Business Enterprise (2%). Vendors must meet seven minimum qualifications, including successful implementation of the proposed solution for multiple comparable state and local government agencies within the last three years, completion of at least five Oracle EBS data migrations, and certification as an implementation partner of the proposed software vendor. The current environment includes 3,201 full-time employees, 603 contingent workers, and 2,727 retirees, with approximately 3.4 terabytes of data requiring migration. The City currently operates with third-party solutions including OpenGov, B2G, GovMax, Neighborly, and Kronos, which will require integration consideration during implementation.