FM_UB_ATT_4_Prof_Svcs_Reference_v1.pdf

This is a Professional Services Reference attachment to a Request for Proposals issued by the City of Fort Myers, Florida, for the implementation of a new Utility Billing System (UBS) to support the city's water, wastewater, and solid waste utility operations. The attachment establishes the required format and information that proposers must submit when providing three references for implementation services. References should reflect consulting projects similar in scope to the City's requirements and preferably be from other public entities located in Florida. Proposers must provide complete reference information including the client name, number of employees, operating budget size, and contact details for a designated reference representative. The reference submission must document the project scope, indicating whether the implementation involved utility billing, ERP systems, or other components, and specify the proposer's role (Primary or Sub-Primary) in key implementation tasks such as project management, configuration, requirements traceability, change management, business process reengineering, testing, technology sizing, and post-production support.

The attachment requires proposers to document specific project details including the date of initial go-live, any upgrade dates, current software version, and type of deployment utilized (on-premise, hosted service, managed service, SaaS, or other). The City has explicitly stated that responses indicating references will be provided at a later time are not acceptable and will not be considered. Proposers may attach separate sheets as needed to provide additional comments regarding their reference projects. No pricing terms, set-asides, incumbent information, or funding sources are specified in this reference attachment, as it serves solely to establish the format and requirements for documenting relevant implementation experience.