Base Agreement Summary

The Base Agreement document establishes the contractual framework for the City of St. Petersburg, Florida's Pension Management Software procurement. The City issued a Request for Proposals on April 10, 2026, seeking a fully Software-as-a-Service (SaaS) cloud-based pension administration and management system to replace a legacy platform. The solution must deliver comprehensive end-to-end pension administration capabilities encompassing 18 core functional areas including member enrollment and maintenance, benefit eligibility determination and calculation, retirement and disability processing, payroll processing and disbursement, tax reporting, member self-service portal capabilities, data migration, audit trails, security controls, and integration with existing financial systems. The deadline for submitting questions was May 7, 2026, with proposals due by May 26, 2026 at 3:00 p.m. via electronic submission through the OpenGov Procurement portal. The initial contract term is three years, with the City reserving the right to renew the agreement for two additional one-year periods if mutually agreed upon in writing.

The Base Agreement establishes performance obligations, service delivery standards, liability, insurance compliance requirements, data security protocols, and dispute resolution procedures. Proposers must maintain commercial general liability insurance of at least $1,000,000 per occurrence and $2,000,000 aggregate and demonstrate proof of Florida Division of Corporations registration. Evaluation criteria are weighted as follows: qualifications and experience (25 percent), project approach and methodology (35 percent), pricing (25 percent), and business enterprise program outreach including SBE/MBE/WBE status (15 percent). The City does not impose minimum participation requirements for diverse business enterprises; however, it actively encourages engagement with small, veteran, minority, and women-owned businesses located in the Tampa Bay Region. All submittals must be presented as a single continuous PDF document including a two-page maximum transmittal letter, qualifications documentation with organizational chart and key personnel resumes, comprehensive project approach section with timeline and deliverables, itemized cost analysis, and Business Enterprise Outreach and Utilization documentation. No specific award value or budget range is disclosed in the procurement documents.