Proposal_Requirements.pdf
PDF 140 KB Posted
- Attached to
- Pension Management Software State and local contract opportunity
- Solicitation number
- RFP- 26 - 194
- Issued by
- Pinellas County, Florida
About this file
This file contains proposal requirement instructions issued by the City of St. Petersburg, Florida for a Pension Administration and Management system. The City is seeking qualified vendors to provide a fully SaaS cloud-based pension administration solution to replace a legacy system, with comprehensive end-to-end capabilities for accurate processing, regulatory compliance, and service delivery to members, retirees, beneficiaries, and plan sponsors. Responses must be submitted as a single continuous PDF document and must follow a specific organizational structure outlined in the requirements.
Proposals must include a two-page maximum transmittal letter with offeror contact information and contract signatory identification; detailed qualifications and experience documentation describing the organization's successful delivery of comparable services, accompanied by an organizational chart and two-page maximum resumes for all key personnel including the proposed project manager; a project approach section detailing the process methodology, proposed timeline with planning meetings and progress reviews, and project plan with key activities, deadlines, and deliverables; an itemized cost analysis for all services provided; and a comprehensive Business Enterprise Outreach and Utilization section demonstrating the company's certification status (SBE, MBE, WBE, or combination) and documented efforts to identify and engage small and minority-owned subcontractors, including attendance at City outreach events, planned mentoring and capacity-building programs, past performance data from the last five years, and a completed Subcontractor Utilization Form.
View the file
Other files for this state and local contract opportunity
| File | Type | Posted |
|---|---|---|
| Pension_Management_Software_(Addendum_#6_Revision).pdf | ||
| Vendor_Reference_Form_.pdf | ||
| Pension_Management_Software_(Addendum_#4_Revision).pdf | ||
| Base_Agreement.pdf | ||
| Pension_Management_Software.pdf | ||
| Proposal_Requirements.pdf | ||
| Performance_&_Payment_Bond_.DOCX | DOCX document | |
| Subcontractor_Utilization_Plan.docx | DOCX document | |
| Attachment_1_to_Appendix_A_-_Pension_Management_System_Requirements.pdf | ||
| Attachment_1_to_Appendix_A_-_Pension_Management_System_Requirements.pdf | ||
| Performance_&_Payment_Bond_.DOCX | DOCX document | |
| Public_Construction_Bond.docx | DOCX document | |
| Base_Agreement.pdf | ||
| Public_Construction_Bond.docx | DOCX document | |
| Subcontractor_Utilization_Plan.docx | DOCX document | |
| Light_Construction_Agreement.docx | DOCX document | |
| Light_Construction_Agreement.docx | DOCX document |
Show all 17
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Text version
Proposal Requirements
Instructions: The Response must include the following information in the order listed. Please upload responses to the following in one continuous PDF labeled as “Proposal Requirements.”
1. Transmittal Letter Offerors must submit a transmittal letter (maximum two pages) on the firm’s letterhead.
The transmittal letter must include the name, address, phone number and e-mail address for the offeror’s contact, and must specify who would be the firm’s signatory to any contract documents executed with the City. The transmittal letter may include other information deemed relevant by the offeror.
2. Qualifications and Experience of Firm and Staff A. Describe the organization’s experience delivering the Scope of Services outlined in the RFP B. Describe how the organization has successfully delivered the Scope of Services outlined in the
RFP
C. Describe the team that will be working to complete the Scope of Services, including position titles and roles of the individuals assigned to those roles.
1. Provide an organization chart showing (a) reporting relationships and responsibilities of the offeror and any other firms (b) reporting relationships and responsibilities of all key personnel (along with their firm affiliations)
2. Provide resumes for all key personnel in the RFP, including the offeror’s proposed project manager assigned to this contract. Limit resumes to two pages per individual and include:
a. Academic and professional qualifications
b. Professional registration (as applicable)
c. Experience as it relates to the project and to the individual's specified role on the project.
3. Project Approach/Proposal
The offeror should identify the process utilized on other significant projects as well as the process envisioned for the services identified in this solicitation. The proposer should also include within the project approach the process envisioned to interface with the City through the Project Manager.
A. Display the proposed project schedule of the task described in the Scope of Services, including planning meetings, progress reviews, implementation, and final report.
B. Describe the project plan and process for performing the scope of services. The project plan should include key activities, deadlines, and deliverables required to complete the scope of services, organized in a logical, easy-to-follow manner.
4. Cost Analysis Each offeror shall submit an itemized cost proposal for the services provided.
5. Business Enterprise Outreach and Utilization Proposers must indicate if the company is a SBE, MBE, WBE, combination; and describe how the company plans to utilize the various business enterprise programs in the company’s fulfilment of the contract. At a minimum, proposers must address the following:
A. Detailed description of your organization’s efforts to identify and contact City of St. Petersburg
SBEs, MBEs, and WBEs to inform them of opportunities to work as subcontractors for this proposal.
1. Attending relevant opportunities offered by the City’s Office of Supplier Development including outreach events and matchmaking sessions.
2. Documentation of planned or prior outreach efforts B. Planned efforts such as mentoring, training, and other capacity building programs for SBE, MBE, and WBEs.
C. Detailed description of your organization’s process for ensuring small businesses have enough time and information to provide your firm with bids.
1. Description of how your firm considers SBEs, MBEs, and WBEs in the development of proposal and bid packages. ii. Explanation of how your firm ensures SBEs, MBEs, and WBEs understand the bid and specifications and are able to learn ways to improve.
D. Provide past performance in utilizing SBEs, WBEs, and WBEs on past projects within the last five
(5) years.
E. Provide a detailed Subcontractor Utilization Form
File details come from the government source that posted it. Updated .