Professional_Implementation_Services_for_Oracle_Utilities_Billing_(Addendum_#4_Revision).pdf

RFP 26-106

Professional Implementation Services for Oracle Utilities Billing

The City of Fort Myers Procurement Services utilizes an electronic bidding system to streamline the solicitation process.

City of Fort Myers Procurement Services Website https://procurement.opengov.com/portal/cityftmyers

Professional Implementation Services for Oracle Utilities Billing, RFP 26-106

TABLE OF CONTENTS

1. INTRODUCTION

2. EVALUATION CRITERIA

1. INTRODUCTION

1.1. Summary

The City of Fort Myers, Florida ("the City"), is soliciting proposals from qualified firms to provide professional implementation services for a new Utility Billing System (UBS) that will support the

City's water, wastewater, and solid waste utility operations. Through this Request for Proposals

(RFP), the City intends to acquire the rights to use a Utility Billing System that satisfies the functional, technical, and implementation requirements identified herein.

1.2. Background

The City of Fort Myers (the “City”), established in 1886, is located on the southern west coast of

Florida. It is the cultural and trade center for Lee County and the surrounding area. The City was built on the site of Fort Harvie and was named for Colonel Abraham Charles Myers, then

Chief Quartermaster of Florida. The City has approximately 1,100 employees serving a population of just over 101,000 full-time permanent residents. According to the Lee County

Visitor & Convention Bureau, nearly 3.3 million people visit Fort Myers each year and spend over 3.3 billion dollars while in the area.

The City is situated between Tampa and Miami along scenic U.S. Highway 41, also known as

Tamiami Trail. Recent accolades for the City of Fort Myers include recognition as one of

Florida’s most desirable coastal communities and one of the nation’s fastest-growing areas.

Most recently, WalletHub ranked Fort Myers the No. 2 best small city in America to start a business, reflecting the community’s strong entrepreneurial environment, access to investment capital, and continued business growth.

The City of Fort Myers is committed to providing exceptional municipal services to residents, businesses and visitors in a fiscally responsible manner while preserving the City’s rich history, diverse culture, and charming lifestyle.

The City has recently implemented Oracle Enterprise Resource Planning (ERP) solutions for core business functions, including Financial Management, Human Resources, Payroll, and related administrative operations. As part of its long-term technology strategy, the City has elected to standardize around Oracle solutions whenever practical. Accordingly, the City is seeking an experienced implementation partner to deploy Oracle Utilities Customer Cloud Service

(CCS), and Oracle Fusion Field Service (OFFS) to ensure seamless integration with the

City's Oracle ERP environment.

The selected proposer will be responsible for providing the professional services necessary to successfully implement Oracle Utilities Customer Cloud Service (CCS), and Oracle

Fusion Field Service (OFFS). Services are expected to include, but are not limited to, project management, business process review and configuration, system implementation, integration, data conversion, testing, training, change management, go-live support, knowledge transfer, and post-implementation support.

Oracle Utilities Work and Asset Cloud Service (WACS) is currently considered to be out of scope for this project. The City is, however, prepared to consider bringing it in scope, if it is deemed necessary to meet the City’s functional requirements.

Proposers are not required to be authorized resellers of the Oracle software. The City will consider proposals under which the software is acquired directly from Oracle or through the implementation partner acting as a reseller. Proposers should clearly identify the proposed software acquisition approach and any associated responsibilities.

Proposals should include a comprehensive description of the proposed implementation methodology, project governance structure, staffing plan, and the roles and responsibilities of all key project personnel. Proposers should also clearly define all implementation activities, project deliverables, assumptions, dependencies, and the scope of post-implementation support and ongoing services.

1.3. Contact Information

Direct inquiries to the following:

Procurement Representative Name

Denise Finn, Procurement Manager

2200 Second Street

Fort Myers, FL 33901

Email: dfinn@fortmyers.gov

Phone: (239) 321-7242

Requesting Department:

Information Technology

1.4. Advertisement

RFP 26-106 Professional Implementation Services for Oracle Utilities Billing

The City of Fort Myers is seeking submittals for RFP 26-106 Professional Implementation Services for Oracle Utilities Billing. Submittals must be received electronically on or before Wednesday, October 14, 2026 at 2:00 pm EST. Interested participants are encouraged to download the solicitation documents. For more details visit: https://procurement.opengov.com/portal/cityftmyers.

CITY OF FORT MYERS

Marty K. Lawing, City Manager Legal Ad: News-Press/OpenGov

Lillianna Baker, CMC, City Clerk RUN DATES: Monday, September 7,

1.5. Cone of Silence

From the date a competitive solicitation is advertised or otherwise publicly issued until the resulting contract is finally awarded and approved by the City, or the solicitation is canceled or all responses are rejected, respondents, including any person or entity acting on their behalf, shall not communicate with any City employee, elected official, or representative regarding the solicitation.

During this period, all solicitation-related communications must be submitted in writing to the designated Procurement Representative or conducted only as specifically authorized in the solicitation documents.

Violation of these requirements may result in immediate disqualification, nullification of any award or contract, and suspension or permanent debarment from future City contracts. All alleged violations are subject to investigation by the City.

1.6. OpenGov Portal

The City of Fort Myers uses OpenGov (https://procurement.opengov.com/portal/cityftmyers) to administer the competitive solicitation process, including but not limited to soliciting responses, issuing addenda, posting results and issuing notification of an intended decision. There is no charge to register and download the solicitation from OpenGov. Respondents are strongly encouraged to read the various Guides and Tutorials available in OpenGov well in advance of their intention of submitting a response to ensure familiarity with the use of OpenGov. The City will not be responsible for submittal failures caused by the Respondent’s equipment or internet connectivity. In the event of a documented system-wide OpenGov outage, the City reserves the right to extend the deadline by addendum.

1.7. Timeline

The proposed timeline for this solicitation (which is subject to change) is:

Release Project Date: September 7, 2026

Pre-Proposal Meeting (Non-Mandatory): September 30, 2026, 11:00am

This is an updated meeting date and Time.

Microsoft Teams meeting

Join:

https://teams.microsoft.com/meet/2584900

09164736?p=maYPyKwIcYhdJKG08E

Meeting ID: 258 490 009 164 736

Passcode: Cj9as3qC

Need help? | System reference

Dial in by phone

+1 239-205-3327,,345003784# United

States, Cape Coral

Find a local number

Phone conference ID: 345 003 784#

For organizers: Meeting options | Reset dial-in PIN

Question Submission Deadline: October 7, 2026, 4:00pm

Submission Deadline: October 14, 2026, 2:00pm

Selection Committee: October 21, 2026, 8:00am

Presentations (if desired by the committee): November 4, 2026, 8:00am

1.8. Pre-Submittal Meeting

The purpose of a Pre-Submittal Meeting is to review and discuss the solicitation and any addenda as published. A representative from Procurement Services and a representative from the requesting department will be present to discuss the solicitation. The date, time, and location as stated in the 'timeline'.

https://teams.microsoft.com/meet/258490009164736?p=maYPyKwIcYhdJKG08E https://teams.microsoft.com/meet/258490009164736?p=maYPyKwIcYhdJKG08E

2. EVALUATION CRITERIA

N o

Evaluation Criteria Sco rin g

Met hod

Wei ght

(Poi nts)

1. Software functionality

- Does the solution as identified in the functional requirements response meet the Authority’s requirements “configurable out of the box,” or “via a reporting tool,” (rate more favorably)

- Available reporting, e.g. standard reports and ad hoc reporting

- Does the solution require a significant amount of customization, and/or rely significantly on 3rd party products to provide core functionality – should rate less favorably

Poin ts

Bas ed

(20 of

Tota l)

2. Implementation methodology/approach

- Vendor staffing level / commitment to project

- Comprehensive implementation methodology and plan information

- Authority role and effort

- Timeframe and rollout strategy

- Estimated work effort and assumptions that include data conversion and interfaces; comprehensive training plan and approach; in-person vs. remote

Poin ts

Bas ed

(30 of

Tota l)

3. Vendor viability, capability and background

- Experience of the software and implementation vendors in public sector ERP systems

- Reference information related to comparable size of organization and public sector

- Experience with Michigan governments

- Financial statements / response to acquisition question / business posture

- Litigation / lawsuit

- Staff qualifications / resumes / tenure

Poin ts

Bas ed

(20 of

Tota l)

4. Post implementation support

- Post implementation support and service (e.g., phone, in-person, 24/7)

Poin ts

Bas ed

(15 of

Tota l)

5. Technology

- On premise licensed solution vs. hosted or cloud-based; internal / external

- Response to technical requirements

- Upgrade schedule

Poin ts

Bas ed

(5% of

Tota l)

6. Cost

- Initial analysis of proposal costs should include the software license fee and all implementation service fees

- Implementation service fees include an examination of costs and rates for tasks such as data conversion, interfaces, customizations, and general implementation work effort

- Cost estimates related to training and consultant travel

- Vendors that waive maintenance and support fees for Year 1, provide for maintenance/support fees to commence on a date later than the delivery of the software, include minimal increases in maintenance for Years 2 – 5, and/or provide a cap on future maintenance fees or reasonable increases for Years 6 – 10, should be rated the highest

Poin ts

Bas ed

(10 of

Tota l)

Attachments:

A - Fort Myers_UB_RFP_09 18 26

B - FM_UB_ATT_1_Signature Page

C - FM_UB_ATT_2_Proposer Statement

D - FM_UB_ATT_3_Prof_Svcs_Background

E - FM_UB_ATT_4_Prof_Svcs_Reference v1

F - FM_UB_ATT_5_Technology Deployment

G - FM_UB_ATT_6_Project Expectations

H - FM_UB_ATT_7_Functional Requirements v2

I - FM_UB_ATT_8_Project Staffing

J - FM_UB_ATT_9_Conversions v1

K - FM_UB_ATT_10_Cost

L - FM_UB_ATT_11_Interface List

M - FM_UB_ATT_12_Reports_v2

N - INSURANCE REQUIREMENTS CHART

2. EVALUATION CRITERIA