Non-Competitive_Oversight_Committee_Justification_Form.docx

This is a Non-Competitive Oversight Committee Justification Form related to Pinellas County's RFP 26-0180 for comprehensive banking services to support both the Pinellas County Board of County Commissioners and the Pinellas County Clerk of the Circuit Court and Comptroller. The RFP seeks a qualified banking institution capable of providing innovative, technologically advanced solutions with high-quality service at competitive costs through two separate Master Banking Services Agreements. Mandatory qualifications include Federal Reserve System membership, Qualified Public Depository status with capacity to hold balances exceeding $350 million, and maintenance of at least five full-service branches throughout Pinellas County. The procurement process includes a questions deadline of January 21, 2026, at 10:00 a.m., and final proposals due by February 19, 2026, at 3:00 p.m., submitted electronically through the OpenGov procurement portal. The contract term spans 120 months with potential for two additional 24-month extensions.

Evaluation will be conducted across four primary categories: Team/Firm Qualifications and Financial Strength (250 points), Scope of Services (250 points), User Experience and Transition Methodology (250 points), and Information Technology, Fraud Protection, and Security (150 points), with proposed fees valued at 100 points. Proposers must demonstrate expertise serving Florida local governments with populations exceeding 300,000 and provide current credit ratings from Moody's, S&P, and Fitch. Extensive insurance requirements are mandated, including $1 million general liability, $100 million cyber liability, $100 million professional liability, and $100 million crime/fidelity coverage. All proposers must complete affidavits certifying they are not owned or controlled by designated Foreign Countries of Concern, including China, Russia, Iran, North Korea, Cuba, Venezuela, and Syria. The justification form itself contains fields for project name, budget estimate, duration, project manager, requisitioning department, vendor history, and approval signatures from committee members Merry Celeste, Don Crowell, Chris Rose, and Department ACA.