FM_UB_ATT_6_Project_Expectations.pdf
PDF 177 KB Posted
- Solicitation number
- RFP 26-106
- Issued by
- Lee County, Fort Lauderdale City, Florida
About this file
This is an attachment to a Request for Proposals issued by the City of Fort Myers, Florida for professional implementation services related to a new Utility Billing System (UBS). The document outlines project expectations and requirements that vendors must address in their proposals. The implementation project encompasses the deployment of a utility billing system to support the City's water, wastewater, and solid waste utility operations. Key deliverables expected include a comprehensive project management plan with defined tasks, schedules, resources, dependencies, milestones, and status reporting; organizational change management services incorporating stakeholder assessment, communications planning, and documentation of new business processes; knowledge transfer and customized training plans; system design requirements traceability documentation; data conversion and acceptance procedures; comprehensive testing plans covering unit, integration, user acceptance, performance, and regression testing; and cutover and post-go-live support planning with final acceptance documentation. The vendor must clarify the split between on-site and off-site work, project manager allocation, monthly hours and site visits, and status reporting frequency.
The RFP specifies pricing and contractual expectations that bidders must confirm their ability to meet. Software licensing must be based on enterprise licenses or subscriptions rather than user-based models, with fixed pricing for a minimum of five-year terms and any increases tied to an index. Professional services pricing must be structured as fixed fees tied to milestones and acceptance of deliverables outlined in the Scope of Work, rather than constrained by configuration quantities or client characteristics. Contract terms require vendors to agree to a limitation of liability capped at 2.5 times the contract fee, warrant requirements for 12 months, maintain key personnel without removal without client approval, include service level agreement remedies, and provide both conditional and final acceptance procedures. These requirements apply both to the primary vendor agreement and must flow down to any third-party products or services proposed.
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Other files
| File | Type | Posted |
|---|---|---|
| Professional_Implementation_Services_for_Oracle_Utilities_Billing_(Addendum_#4_Revision).pdf | ||
| Professional_Implementation_Services_for_Oracle_Utilities_Billing_(Addendum_#1_Revision).pdf | ||
| Fort_Myers_UB_RFP_09_18_26.pdf | ||
| FM_UB_ATT_9_Conversions_v1.xlsx | XLSX spreadsheet | |
| FM_UB_ATT_10_Cost.xlsx | XLSX spreadsheet | |
| FM_UB_ATT_11_Interface_List.xlsx | XLSX spreadsheet | |
| FM_UB_ATT_12_Reports_v2.xlsx | XLSX spreadsheet | |
| FM_UB_ATT_7_Functional_Requirements_v2.xlsx | XLSX spreadsheet | |
| FM_UB_ATT_8_Project_Staffing.xlsx | XLSX spreadsheet | |
| FM_UB_ATT_1_Signature_Page.pdf | ||
| FM_UB_ATT_3_Prof_Svcs_Background.pdf | ||
| INSURANCE_REQUIREMENTS_CHART.pdf | ||
| FM_UB_ATT_5_Technology_Deployment.pdf | ||
| FM_UB_ATT_2_Proposer_Statement.pdf | ||
| FM_UB_ATT_4_Prof_Svcs_Reference_v1.pdf |
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Text version
RFP for Utility Billing System (UBS) Implementation Services City of Fort Myers, FL
FM_UB_ATT_6_Project Expectations.docx
Attachment 6 – Project Expectations
Please answer all the questions below by providing
Type of Agreement
Question Yes No Comments Software license is based on enterprise licenses/subscription (i.e., not user based)
Software license/subscription price is fixed for a minimum of five years
Software license/subscription price increases are based on an index
Pricing for professional services is fixed fee and milestone based
Payment for professional services is based on acceptance of deliverables identified in the SOW
Functional requirements process maps are attached to agreement and used to provide accountability for scope
Vendor does not constrain fixed fee contract for professional services with configuration quantities or other characteristics of the government (employees, funds, etc.)
Project Management
Question Response Comment What is the split of on-site/off-site work?
Approximate number of projects (including this one) will the project manager be working on besides this proposed project
Approximate number of hours per month will project manager serve this project
Approximate number of trips per month for project manager
Frequency of status reports
Deliverables
Question Yes No Assumption of Responsibility
(Client/Vendor) Project Management Project Plan is a Deliverable Project Plan Deliverable includes:
Project Tasks Project Schedule Project Resources Project Dependencies Project Deliverables Project Milestones
Status Reports are a Deliverable Status Report Deliverable includes:
Schedule Compliance Issues Log Vendor Staffing Plan
Is client participation tracked during project?
Organizational Change Management Organizational Change Management is a Deliverable Organizational Change Management Deliverable includes:
Stakeholder Assessment Communications Plan Documentation of New Business Processes
A dedicated resource is assigned for Organizational Change Management
Knowledge Transfer Training Plan is a Deliverable Training Plan Deliverable includes:
Stakeholder Identification Training Scope Training Schedule Training Materials Plan
Training materials are customized for client System Design Requirements Traceability is a Deliverable Requirements Traceability Deliverable includes:
Update to Functional Requirements Report specifications are documented Interface specifications are documented
Build As Built/Design Documentation is a Deliverable Conversion
Conversion Plan is included as a Deliverable Conversion Data Acceptance is included as a Deliverable Testing Testing Plan is included as a Deliverable Testing Plan deliverable addresses:
Testing Tools Testing Schedule Unit Testing Integration Testing User Acceptance Testing Performance Testing Regression Testing
Test Scripts are included as a Deliverable Go-Live and Support Cutover Plan is included as Deliverable Cutover Plan includes:
Plan for Open Issues Requirements traceability matrix is updated Post Go-Live Support Plan
Final Acceptance Documentation is included as Deliverable
Contract Terms Please indicate whether your firm will agree to the following project terms. Use the Flow Down columns to indicate the same for any third-party proposed products or services.
Primary Agreement Flow Down Agreement Term Yes No Yes No Limitation of Liability is 2.5 times the contract fee Requirements are warranted for 12 months Key personnel will not be removed from project without client’s approval unless they leave your firm
Remedies for failure to meet service level agreements included
Conditional Acceptance is included Final Acceptance is included
Attachment 6 – Project Expectations
File details come from the government source that posted it. Updated .