COSC_ATT_B_Prof_Svcs_Reference.docx

This file is Attachment B of a Professional Services Reference template for the City of St. Cloud, Florida's Enterprise Resource Planning (ERP) Software and Implementation Services RFP. The attachment establishes the required format and information that proposers must submit for three implementation service references that reflect consulting projects similar to the City's scope of work. Proposers must provide general background information for each reference client, including the client name, number of employees, operating budget size, and primary contact details. The reference requirements encompass multiple functional areas including financials, accounting, purchasing, budget preparation, grant/project accounting, accounts payable, asset management, customer billing, treasury, financial transparency, accounts receivable, cashiering, HR/payroll, human resources, benefits, scheduling, personnel actions, payroll, work order management, inventory management, and optional treasury management and tax collection services. Proposers must identify their role (Primary or Sub-Primary) in specific implementation tasks such as project management, configuration, traceability, requirements management, change management, business process reengineering, testing, technology sizing, and post-production support.

The reference template requires documentation of the initial go-live date, upgrade date, current software version, and deployment type (on-premise, hosted service, managed service, SaaS, or other). The City explicitly prohibits proposers from indicating that references will be provided at a later time; all three references must be completed and submitted with the proposal response. Additional comments may be provided on separate sheets as needed. This attachment directly supports the City's evaluation of proposers' implementation service capabilities across the integrated Finance and HR/Payroll functional requirements outlined in the broader RFP.