Utility_Billing_Software_Replacement_Phase_2_(Addendum_#1_Revision).pdf

REQUEST FOR PROPOSAL

RFP-605021-25/LTT

UTILITY BILLING SOFTWARE REPLACEMENT

PHASE 2

1301 East Second St.

Sanford, FL 32771

RELEASE DATE: July 2, 2025

DEADLINE FOR QUESTIONS: August 1, 2025

RESPONSE DEADLINE: September 3, 2025, 2:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://secure.procurenow.com/portal/seminolefl https://secure.procurenow.com/portal/%7bproject.government.code%7d

Seminole County

RFP #RFP-605021-25/LTT

Utility Billing Software Replacement Phase 2

TABLE OF CONTENTS

I. Introduction II. Scope of Services

III. Instructions to Proposers IV. Instructions for the preparation of Submittals V. Evaluation Phases

Attachments:

A - Proposal Response REV 8.19

B - Functional Requirements Worksheet

C - Technical Requirements Worksheet

D - Interface Experience Worksheet

E - Staffing Matrix Worksheet

F - Pricing Worksheet

G - Insurance Requirements

H - Sample Purchase Order

I - Draft Term Contract

Title: Utility Billing Software Replacement Phase 2

1. Introduction

1.1. Summary

Seminole County Utilities Division is seeking proposals for Customer Information and Billing

System (CIS) services in order to replace the current system and integrate with JD Edwards

(JDE) our enterprise resource planning (ERP) software.

1.2. Contact Information

Liduvina Torres Senior Procurement Analyst 1301 E. Second St Sanford, FL 32771 Email: ltorres@seminolecountyfl.gov Phone: (407) 665-7117

Department:

Resource Management - Purchasing & Contracts

1.3. Timeline

Release Project Date July 2, 2025

Question Submission Deadline August 1, 2025, 5:00pm

Proposal Submission Deadline September 3, 2025, 2:00pm

Bid Opening via TEAMS at https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwY i00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40 thread.v2/0?context=%7b%22Tid%22%3a%22

9d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%2246

2f8932-cfb6-408b-89d3-e432396ca876%22%7d mailto:ltorres@seminolecountyfl.gov tel:(407)665-7117 https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d

2. Scope of Services

2.1. PROJECT DESCRIPTION

Systems In-Scope

The following systems are within the scope of this Request for Proposal (RFP):

• Customer Information & Utility Billing System

• Customer Empowerment / Self-Service Portal

• Payment Processing

Implementation Services

Proposers are expected to provide a detailed explanation of the implementation services to be provided and a full description of the implementation methodology being proposed. The implementation services shall be submitted as a fixed price.

Seminole County is accepting of working with a System Integrator (SI) or directly with the software provider for implementation services. Regardless of approach, the proposers are expected to clearly communicate the proposed implementation methodology and the direct benefits that Seminole

County can expect with said approach.

Seminole County is open to a traditional waterfall methodology as well as agile approaches and/or hybrid models; however, all proposed methodologies must cover the following implementation services at a minimum:

• Planning and Initiation o Kickoff o Project Schedule Development

• Discovery o Functional Requirements o Technical Requirements o Modification Requirements o Interface Requirements o Data Conversion Workshops o Reporting and Dashboard Requirements

• Design o Data Conversion Mapping o Modification Design Documents o Interface Design Documents

• Configuration/Development o Rules and Table set-up o Standard interface configuration o Custom interface development o Modification development

• Data Conversion o A minimum of 5 conversions needed to support multiple testing phases o Seminole County would like for a minimum of 7 years of detailed billing, reading and finance-related history to be converted

• Testing o Testing will be driven from test scripts developed from the functional requirements that will be tracked against testing processes to ensure delivery of promised scope o Functional Testing o Integrated Testing with interfaces, modifications, converted data, and custom scripts developed from functional requirements o End-to-End Business Process Testing o Daily Activity Testing / User Acceptance Testing o Performance Testing

• Technical Training o Technical Architecture of the Solution o Database Architecture o Knowledge transfer to facilitate ad-hoc reporting and support of developed interfaces o Ability to create additional operating environments (additional training and testing as needed) o Data Back-up and Restore o Security Configuration o Conversion Assistance o Support Tools

• Project Team Training o Product o Process o Configuration o Data Model

• End-User Training Support o Assistance to Seminole County trainers during End-User Training

• Go-Live Preparation and Support o Cutover task list development o Successful completion of a minimum of two Mock Go-Lives o Onsite assistance on Go-Live weekend

• Three Months of Post Go-Live Support o Continuing Issue/Incident Resolution o Transition to Support from Implementation team in last month of Post Go-Live Support

Project Objectives

Seminole County is seeking drastic operational and customer experience improvement with the hopes of addressing the following current pain points:

Inefficient Customer Service Processes

Customer service representatives struggle to access customer location information quickly and accurately due to system limitations to be able to view historical and current information (e.g. Prior

Service history, Billing history, Service Order history and more). This can impact on the quality and responsiveness of customer support. The county desires advanced functionality such as screen pops from customer phone calls and optional call to text transcription.

Lack of Real-Time Updates

The current system does not provide real-time information to customers and CSRs alike (e.g. payment status, meter reads, service order status, etc.). This results in delays in reflecting changes or service modifications, leading to outdated information, delayed payments, and potential service disruptions.

Customer Communication Options

The county has limited options for communicating with customers today. They desire to offer their customers more communication options (e.g. text, online chat, auto emails) and ability to manage their communication / notification preferences.

Restricted Self-Service Functions:

Aside from offering just the basic self-service functions such as bill payment or account balance inquiries, Seminole County is desiring a more robust offering including advanced features like account management, service requests, payment extension automation and usage monitoring.

Manual Order Processing:

Processing orders for Move-in / Move-out may require manual intervention and multiple data entry steps, increasing the risk of errors and operational inefficiencies. They desire a system that maximizes smart automation and integrations with the customer self-service system.

Complexity in Summary/Master Billing:

Managing summary or master billing for customers with multiple accounts or service locations can be complex, resulting in difficulties in consolidating and presenting billing information accurately.

Limited Automation and Integration:

Seminole County’s current system lacks automation capabilities for collections processes, leading to manual intervention and inefficient workflows. Integration with credit rating agencies and financial systems are also limited.

Limited Automation for Payment Processing:

The county has limited automation for payment processing, leading to delays in posting payments to customer accounts and reconciling payment transactions.

Limited Meter Asset Management:

Tracking and managing meter assets (e.g., serial numbers, maintenance history) can be difficult for the county which can impact maintenance planning and asset utilization. The county desires a robust meter and meter device inventory and management system that integrates with MWM solutions for efficient meter operations in the field (i.e. bar code scanners, meter validation).

Limited Integration with Mobile Devices:

The county has limited mobile applications and limited capabilities for field service management, making it challenging to assign, track, and update work orders in real-time. Field technicians may not have real-time access to customer information, service history, or work order updates in older CIS systems, impacting the efficiency and effectiveness of service delivery.

Complexity in Service Order Routing:

Routing service orders to the appropriate field technicians based on skill sets, availability, or geographical proximity can be challenging and the county desires automated routing capabilities.

Limited Reporting Capabilities:

The county currently has limited built-in reporting functionalities, making it difficult to generate comprehensive reports or customize reports according to specific business needs. Generating reports manually can be time-consuming and prone to errors, especially when data extraction and compilation require manual intervention.

High-Level View of Key Systems

Seminole County Statistics

CIS Statistics

Customers Service Locations

Water Residential 42,500 49,995 Commercial & Industrial 2,900 3,057 Irrigation 7,050 8,770 Wastewater

Residential 33,876 33,876 Commercial & Industrial 1,629 1,629 Reclaimed Residential 2,684 2,684 Commercial & Industrial 283 283

Solid Waste Residential 70,450 71,356 Commercial & Industrial - -

Monthly CIS-related Transactions

Metric Avg. Monthly

Volume

Call Center Call Volume 5,000

Bills Produced 29,600

Disconnects for non-payment 250

Move out 215

Move in 255

Payment Processing-related Transactions

Metric Avg. Monthly Volume Avg. # of Credit Card Payments Processed 12,254 Avg. Monthly Value of Credit Card Payments $1,921,841 Number of Auto-Draft Customers 11,344 Avg. Monthly Value of Auto-Draft Payments $1,853,754 Avg. Monthly Value of Checks Processed $1,815,476 Avg. Monthly Value of Credit Card Payments $1,921,841 Avg. Monthly Value of Checkfree Processing $857,743 Avg. Monthly Value of Vanco Processing $259,986

CIS User Counts Employee Classification Employee

Count

Administration 5 Customer Service & Call Center 8 Meter Reading & Dispatch 8 Billing 3 Accounting 4

GIS 1

IT (Support) 9 Water Department 4 Wastewater Department 3 Reclaimed Department 1 Mobile Work Management (field) 18

Total Users 64

Partnerships

All partnerships and joint proposals must be indicated as such and clearly explain the structure of said partnership, including the following:

• Which vendor is to act as the prime contractor

• Which vendor is responsible for delivering which system(s) and/or service(s)

• Experience and success of similarly structured partnerships / joint proposals

• Commitment and confirmation of pre-built, fully integrated interfaces between the proposed solutions

While the preference is for proposals to address each of the ‘In-Scope Systems’, whether that comes from a single provider or a partnered / joint proposal, Seminole County is also open to receiving proposals from a single bidder that addresses at a minimum the following systems:

Option 1:

• Customer Information & Utility Billing System (stand-alone)

Option 2:

• Customer Information & Utility Billing System, and

• Customer Empowerment / Self-Service Portal

Option 3:

• Customer Information & Utility Billing System, and

• Payment Processing

Option 4:

• Customer Information & Utility Billing System,

• Customer Empowerment / Self-Service Portal, and

• Payment Processing

3. Instructions to Proposers

3.1. Contact

All prospective Proposers are hereby instructed not to contact any member of the Seminole

County Board of County Commissioners, the County Manager or Deputy Manager, or any

Seminole County Staff members other than the noted Purchasing & Contracts Division (herein referred to as ‘PCD’) Contact Person, Liduvina Torres, regarding this RFP or their written proposal at any time prior to the posting on the COUNTY’S Website of the recommendation and intent to award by County staff for this project. Any such contact shall be cause for rejection of your proposal. Interpretation of this clause will be solely at the discretion of the COUNTY.

3.2. Pre-Proposal Conference

There will not be a Pre-Proposal Conference for this RFP.

3.3. Public Opening

Electronic submittals shall be received by PCD online in accordance with the instructions in this solicitation documents, unless otherwise revised via posted Addenda. Persons with disabilities needing assistance to participate in the Public Opening should call the noted PCD Contact

Person at least forty-eight (48) hours in advance of the Public Opening at (407) 665-7117. The

Public Opening via TEAMS at https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40t hread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d

Meeting ID: 237 578 707 545 - Passcode: By9VR7oV

Or Dial in by phone

+1 929-335-6927,,700435977# United States, New York City

Phone conference ID: 700 435 977#

3.4. Delays

The COUNTY, at its sole discretion, may delay the scheduled due date and time for submission, if it is to the advantage of the COUNTY to do so. The COUNTY will post all changes in the scheduled due date and time for submission by written addendum posted to the COUNTY’s

Website: (https://secure.procurenow.com/portal/seminolefl)

3.5. Proposal Submission and Withdrawal

The COUNTY will accept submittals electronically via the COUNTY’s e-Procurement Portal until

2:00 pm on Wednesday, September 3, 2025. Proposals received after the scheduled due date and time for submission shall not be considered. Proposals submitted in any other format other than via the COUNTY’S e-Procurement Portal, including but not limited to, hard copy (mailed or hand delivered), facsimile, or emailed submittals, will not be accepted, nor considered. The scheduled due date and time for submission will be scrupulously observed. Companies shall register on the COUNTY’S e-Procurement Portal. Once registered, Companies may view and click "Follow" to be a prospective Proposer for this solicitation and will appear on the Follower’s https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWM3MTEwMDQtMDcwYi00MzYxLTk0NGYtMWY0OTk5MGI1N2Qy%40thread.v2/0?context=%7b%22Tid%22%3a%229d380a55-ed10-44b9-813b-b83cfe0e80d4%22%2c%22Oid%22%3a%22462f8932-cfb6-408b-89d3-e432396ca876%22%7d tel:+19293356927,,700435977 list. Proposers that fail to Follow this project will not receive automatic addenda notifications, nor will they be able to draft a response in the COUNTY’S e-Procurement Portal, and therefore will be unable to participate or be considered for this RFP. If a Proposer encounters technical difficulties using the COUNTY’S e-Procurement Portal, or needs assistance using the Portal, Proposers may access the Help Center for vendor training guides provided by OpenGov-

Procurement, the Software Administrator. Proposers may also contact the Software

Administrator using the real-time chat function on the COUNTY’S e-Procurement Portal (located in lower right-hand corner of the screen), or via email at support@procurenow.com for support.

The COUNTY will not be responsible for untimely submissions due to personal or company internet or hardware limitations, settings or restrictions, internet speed, power outage, network connection, or use of a malfunctioning electronic device, or the like, neither the COUNTY, nor the Software Administrator, will be held responsible. Proposers shall be solely responsible for ensuring the capability of their computer system while responding to this solicitation, and for the stability of their internet service. Uploading large documents may take significant time depending on the size of the file(s) and the Internet connection speed that the Proposer is using to submit a response. Failure of the Proposer to successfully submit an electronic proposal before the deadline indicated herein shall be at the Proposer's sole risk, and no relief will be given for late and/or improperly submitted proposals. Once file(s) have been uploaded and the

Submission Status shows as “Submitted” the submission is complete. At that point, the

Proposer will also receive an email confirmation from the COUNTY’s e-Procurement Portal.

Telephone confirmation of timely receipt of any submittal should be made by calling (407) 665-

7117, before the 2:00 pm deadline.

The Proposer is required to submit ONE (1) ELECTRONIC FORMATTED file of their complete written submittal.

Proposers may withdraw their submittal electronically via the COUNTY’S e-Procurement Portal at any time prior to the scheduled due date and time for submission.

3.6. Inquiries

All Proposers should carefully examine the RFP documents. Any ambiguities or inconsistencies shall be brought to the attention of PCD Contact Person in writing via the Q&A tab in the

COUNTY’S e-Procurement Portal prior to the scheduled due date and time for submission.

Failure to do so, on the part of the Proposer, shall constitute an acceptance by the Proposer of any subsequent decision made by the COUNTY. Any questions concerning the intent, meaning and interpretations of the RFP documents including the attached Draft Agreement, shall be requested in writing, and received no later than 5:00 pm on Friday, August 1, 2025. Written requests shall be submitted via the COUNTY’S e-Procurement Portal The COUNTY will not be responsible for oral instructions made by employees of the COUNTY or its authorized representatives in regard to this RFP. If the Q&A deadline has passed, a Proposer may contact the COUNTY directly if necessary at ltorres@seminolecountyfl.gov. The COUNTY reserves the right to reject any questions sent after the Q&A deadline.

3.7. Addenda

Should revisions to the RFP documents become necessary, the COUNTY will post Addenda information on the COUNTY's e-Procurement Portal. The COUNTY’s e-Procurement Portal will issue an automated email notification to all “Followers” on the RFP’s Followers list. All http://help.procurenow.com/en/articles/5815468-opengov-procurement-vendor-training

Proposers should check the COUNTY's Website or notify Liduvina Torres to verify information regarding Addenda. Failure to do so may result in rejection of the Proposer’s submitted proposal and a determination as “Non-Responsive”. By execution of the Formal Notice for this RFP, the

Proposer acknowledges receipt of all Addenda issued under this solicitation. Addenda information will be posted on the COUNTY’s Website

(https://secure.procurenow.com/portal/seminolefl). It is the sole responsibility of the Proposer to ensure that they obtain information related to any Addenda.

3.8. Selection Process and Award

Proposals will be reviewed by the COUNTY Evaluation Committee in accordance with the evaluation criteria set forth in the RFP documents. The COUNTY reserves the right to conduct interviews and require presentations of any or all Proposers prior to selection. The COUNTY will not be liable for any costs incurred by the Proposer in connection with such presentations.

Should oral presentations for this RFP be required by the COUNTY, the evaluation criteria and weights shall be used to short-list the Proposers. The County will award a contract based on the proposal that best meets the County's requirements. The Proposer understands that this RFP does not constitute an agreement or a contract with the Proposer. The COUNTY reserves the right to reject all bids/proposals, make multiple awards (award to more than one vendor), make a partial award, to waive formalities, to re-solicit and advertise for new bids/proposals, or to cancel the project in its entirety.

3.9. Proposal Preparation Costs

Neither the COUNTY nor its representatives shall be liable for any expenses incurred in connection with preparation of a response to this RFP. Proposers should prepare their proposals simply and economically, providing a straightforward and concise description of the

Proposer's ability to meet the requirements of this RFP.

3.10. Accuracy of Proposal Information

By submission of a proposal, Proposer acknowledges that they have carefully examined the

Request for Proposal documents and agrees to furnish the services specified in the solicitation at the prices, rates or discounts as proposed. Proposers agree that their proposal will remain firm for a period of up to one hundred twenty (120) days in order to allow the County adequate time to evaluate the submittals.

By submission of a proposal, Proposer agrees to abide by all conditions of this proposal and understands that a background investigation may be conducted by the Seminole County

Sheriff’s Department prior to award. Proposer certifies that all information contained in their proposal is truthful to the best of their knowledge and belief. Proposer further certifies that they are duly authorized to submit this proposal on behalf of the vendor/Proposer as its act and deed and that the vendor/Proposer is ready, willing and able to perform if selected.

3.11. Insurance

A misstatement or omission of a material fact, whether intentional or not, regarding the

Proposer's insurance coverage, policies or capabilities may be grounds for rejection of the

Proposer’s submitted proposal and rescission of any ensuing Award Agreement.

The COUNTY recommends that all Proposers review the insurance requirements listed within the Draft Agreement with their insurance carriers. A copy of the insurance certificate shall be furnished to the COUNTY prior to the final execution of the COUNTY’s

Award Agreement. The COUNTY reserves the right to reject the award to any Proposer that fails to provide the insurance as required within the COUNTY’s Award Agreement.

3.12. Licenses

Proposers, both corporate and individual, must be fully licensed and certified for the type of work to be performed in the State of Florida at the time of submittal under this RFP. Failure of the Proposer to be fully licensed and certified, may result in rejection of the Proposer’s submitted proposal and a determination as “Non-Responsive”. Any permits, licenses, or fees required shall be the responsibility of the Proposer. No separate or additional payment will be made for these costs. Adherence to all applicable code regulations, Federal, State, County, City, etc., is the responsibility of the Proposer.

3.13. Posting of the RFP’s Recommendation and Intent to Award

The recommendation and intent to award for this RFP will be posted on the COUNTY’s Website

(https://secure.procurenow.com/portal/seminolefl). Failure to file a protest with the COUNTY’s

Purchasing & Contracts Manager within the time prescribed in the COUNTY's Purchasing Code, Policies and Procedures shall constitute a waiver of proceedings.

3.14. Public Records

Upon recommendation and intent to award this RFP as posted to the COUNTY’s website or thirty (30) calendar days after closing, proposals are considered “public records" and shall be subject to the public disclosure regulations consistent with Chapter 119, Florida Statutes.

Proposers must invoke the exemptions to disclosure provided by law in their response to the solicitation and must identify the data or other materials to be protected by uploading any information deemed confidential separately under “Confidential Files,” and must state the reasons why such exclusion from public disclosure is necessary pursuant to the COUNTY’s, “Compliance With Public Records Law” Form, which is required as part of the RFP documents.

Ownership of all data, material, and documentation originated and prepared for the County pursuant to the RFP shall belong exclusively to the County and be subject to public inspection in accordance with the Public Records Law. Trade secrets or proprietary information submitted by a Proposer shall not be subject to public disclosure under the Public Records Law; however, the

Proposer must invoke the protection of this section prior to or upon submission of the data or other materials, and must identify the data or other materials to be protected and state the reasons why protection is necessary.

3.15. Prohibition Against Contingent Fees

It shall be unethical for any person to be retained, or to retain any company or person, other than a bonafide employee working solely for the Proposer to solicit or secure the Award

Agreement for this RFP, and that it has not paid or agreed to pay any person, company, corporation, individual or firm, other than a bonafide employee working solely for the Proposer, any fee, commission, percentage, gift, or other consideration contingent upon or resulting from award or making of this Award Agreement. For the breach or violation of this provision, the

COUNTY shall have the right to terminate the Award Agreement at its sole discretion, without liability and to deduct from the Award Agreement price, or otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration.

3.16. Rejection/Disqualification

The COUNTY reserves the right to reject the proposal of any Proposer who has failed to perform, in a timely manner, the scope of services of a previously awarded agreement. The

COUNTY reserves the right to inspect all facilities of Proposers in order to make a determination as to the available resources to perform properly under this award. The COUNTY reserves the right to waive any irregularities, informalities, and technicalities and may, at its discretion, issue a re-procurement. More than one (1) proposal from an individual, firm, partnership, corporation, or association under the same or different names will not be considered. Reasonable grounds for believing that a Proposer is involved in more than one proposal submittal will be cause for rejection of all proposals in which such Proposers are believed to be involved. Any or all proposals will be rejected if there is reason to believe that collusion exists between Proposers.

Proposals in which the prices obviously are unbalanced will be subject to rejection.

3.17. Purchasing Code

Seminole County Code Chapter 220 (Purchasing Code), Administrative Code Section 3.55

(Purchasing Policy), and County Manager Policies apply to this RFP in their entirety.

3.18. Affirmation

By submission of a proposal, the Proposer affirms that their proposal is made without prior understanding, agreement or connection with any corporation, firm, or person submitting a proposal for the same materials, supplies, equipment or services, and is in all respects fair and without collusion or fraud. The Proposer agrees to abide by all conditions of this RFP and the resulting Award Agreement prepared by Seminole County (Any SaaS Agreement will be incorporated by reference as an Exhibit).

3.19. Governmental Restrictions

In the event that any governmental restrictions are imposed which would necessitate alteration of the material quality, workmanship or performance of the items offered on this proposal prior to their delivery, it shall be the responsibility of the Proposer to notify the Purchasing and

Contracts Division at once, indicating in his/her letter the specific regulation which required an alteration, including any price adjustments occasioned thereby. The County reserves the right to accept such alteration or to cancel the contract or order at no further expense to the County.

3.20. Advertising

In submitting a proposal, Proposer agrees not to use the results therefrom as a part of any commercial advertising, without the express written approval of the County Manager’s Office.

3.21. Patents and Royalties

Unless otherwise provided, the Proposer shall be solely responsible for obtaining the right to use any patented or copyrighted materials in the performance of the contract resulting from this

PS. The Proposer, without exception, shall indemnify and save harmless the County and its employees from liability of any nature or kind, including cost and expenses for or on account of any copyrighted, patented, or unpatented invention, process, or article manufactured or supplied by the Proposer. In the event of any claim against the County of copyright or patent infringement, the County shall promptly provide written notification to the Proposer. If such a claim is made, the Consultant shall use its best efforts to promptly purchase for the County the legitimate version of any infringing products or services or procure a license from the patent or copyright holder at no cost to County that will allow continued use of the service or product. If none of the alternatives are reasonably available, the County agrees to return the article on request to the Proposer and receive reimbursement, if any, as may be determined by a court of competent jurisdiction.

3.22. Drug-Free Workplace Compliance

Proposer shall comply with Section 287.087, Florida Statutes, and failure to comply shall result in rejection/disqualification of the proposal and all agreements as a result of this solicitation.

3.23. Public Entity Crime

Any Person or affiliate, as defined in Section 287.133, Florida Statutes, shall not be allowed to contract with the COUNTY, nor be allowed to enter into a subcontract for Work on this Project, if such a person or affiliate has been convicted of a public entity crime within three (3) years from the date this Project was advertised for Proposal, or if such person or affiliate was listed on the

State's convicted vendor list, within three (3) years of the date this Project was advertised, whichever time period is greater. A public entity crime means a violation of any state or federal law with respect to and directly related to the transaction of business with any public entity or agency (federal, state or local), including but not limited to, any contract for the construction or repair of a public building or public work involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, forgery, falsification of records, receiving stolen property or material misrepresentation. Any Agreement with the COUNTY obtained in violation of this Section shall be subject to termination for cause. A sub-contractor who obtains a subcontract in violation of this Section shall be removed from the Project and promptly replaced by a sub-contractor acceptable to the COUNTY.

3.24. Proprietary/Restrictive Specifications

Proposers who feel the specifications contained herein are proprietary or restrictive in nature, thus potentially resulting in reduced competition, must notify the Purchasing and Contracts

Division of their rejection upon receipt of this Request for Proposals and prior to the due date.

3.25. Payment Terms/Discounts

The County’s payment terms are in accordance with Section 218, Part VII, Florida Statutes, Florida Prompt Payment Act. Cash discounts for prompt payment shall not be considered in determining the lowest net cost for evaluation purposes.

3.26. Additional Terms and Conditions

Unless expressly accepted by the County, only the terms and conditions in this document and

Award Agreement shall apply. Any and all additional terms and conditions shall have no force and effect, and are inapplicable to this proposal if submitted either purposely through intent or design, or inadvertently appearing separately in transmittal letters, specifications, literature, price lists or warranties. It is understood and agreed that the general and/or special conditions in these RFP documents and any Addenda issued under this solicitation are the only conditions applicable to this proposal and the Proposer's authorized signature on the Proposal Response

Form attests to this.

3.27. Price Redeterminations

1. During the Renewal Term: Petitions for price redeterminations must be made at the time of

County’s notification to the Contractor of the renewal period. Any such petition must be made pursuant to the provisions of this Section and only for those price redetermination categories specified herein. Unless otherwise expressly set forth in this document, no other price redeterminations will be allowed. All price redeterminations will be approved by a duly executed amendment to the Contract to reflect the new prices for the renewal term.

2. Outside the Renewal Term: Petitions for price redeterminations must be made within thirty

(30) days of the anniversary date of the Contract. Any such petition must be made pursuant to the provisions of this Section and only for those price redetermination categories specified herein. Unless otherwise expressly set forth in this document, no other price redeterminations will be allowed. All price redeterminations will be approved by a duly executed amendment to the Contract.

BASIS FOR PRICE REDETERMINATIONS. The Contractor may petition the Purchasing and

Contracts Division for price redetermination based on the increased costs of wages, fuel, or materials. Price redeterminations will be based solely upon changes in pricing or costs documented by either the Employment Cost Index (ECI) or Producer Price Index (PPI), whichever is applicable, as published by the Bureau of Labor Statistics. The base index number for the ECI will be for the quarter in which the solicitation opens. The base index number for the

PPI will be for the month the solicitation opens. Any subsequent price redeterminations will use the last price redetermination approved for that price redetermination category as the "base index number." The County shall have the right to audit the Contractor's records, including, but not limited to, payroll, materials, and fuel cost records, to verify or otherwise investigate the validity of any price redetermination request.

WAGE PRICE REDETERMINATION. When requesting a price redetermination based upon an increase in wage costs, the Contractor shall refer to and utilize the Pay & Benefits, Employment

Cost Index, Private Industry, Compensation as prepared by the Bureau of Labor Statistics in the

U.S. Department of Labor available at www.bls.gov.

MINIMUM WAGE PRICE REDETERMINATION. If the minimum wage increases during the term of the Contract, including any renewal or extension period thereunder, the Contractor may petition the Purchasing and Contracts Division for price redetermination for those job categories where the pay to the Contractor's employee(s) is the current minimum wage. Upon verification of the information provided, the County will grant an increase of exactly the amount of the minimum wage increase (not the percentage increase). The Contractor must increase the pay to the employee(s) by the amount the Contractor has requested, which shall not exceed the amount of the minimum wage increase. The amount paid to the Contractor will be the increase plus any written and documented increase in FICA, Medicare, and Workers' Compensation insurance. The Contractor must supply written documentation of any other increase that is beyond the scope and control of the Contractor. All written documentation must satisfy the reasonable expectations of the Purchasing and Contracts Division.

• Example: Minimum wage increases from $7.31 to $7.56 per hour. The Contractor may petition for an increase of $0.25 per hour to be paid to the affected employee(s) and shall provide written and documented cost increases for FICA, Medicare and Workers' Compensation. The resulting increase in costs shall be incorporated into fees/rates billed to the County.

If the Contractor bills the County at a higher price according to any price redetermination granted by the County, and the Contractor fails to increase the hourly rate paid to the employee for the same period, the Contractor will be considered in Contract default and the Contract will be immediately terminated.

FUEL PRICE REDETERMINATION. If and when the price of fuel increases by a minimum of ten

(10%) percent, the Contractor may petition the Purchasing and Contracts Division for a fuel price redetermination. As a condition of petitioning for a fuel price increase, the Contractor shall be required to petition for a fuel price redetermination decrease if and when the price of fuel decreases by a minimum often (10%) percent. Failure to make such petition may be grounds for

Contract termination and shall entitle the County to a refund of the cumulative increase in pay to the Contractor due to any prior fuel price redetermination increase(s). Fuel price redetermination must be based solely upon changes as documented by the Producer Price Index (PPI) for the commodity "Gasoline - WPU057".

MATERIALS PRICE REDETERMINATION. At the anniversary date of the Agreement, the

Contractor may petition the Purchasing and Contracts Division for a materials price redetermination. As a condition of petitioning for a materials price increase, the Contractor shall be required to petition for a materials price redetermination decrease if/when the price of materials used by the Contractor in connection with the Contract decreases. Failure to make such petition may be grounds for Contract termination and shall entitle the County to a refund of the cumulative increase in pay to the Contractor due to any prior materials price redetermination increase(s). Materials price redetermination must be based solely upon changes as documented by the Producer Price Index (PPI) under Inflation & Prices, Industry Data, Construction Machinery Mfg. PCU 333120333120, as published by the Bureau of Labor

Statistics.

PRICE REDETERMINATION CALCULATION. All Price Redeterminations shall be calculated as follows:

Example: Contractor indicated on the Submittal Form that fourteen percent (14%) of the cost to provide the product/service is directly attributed to the redetermination category (wages, fuel, or materials).

PPI in the month the solicitation closed was 158.73 264.52

Current PPI is 264.52 -158.73

=105.79

105.79 divided by 158.73 = .666%

The unit cost of the service is $100.00

14% of $100.00 = $14.00

$14.00 x .666 = $9.32

The New Unit Price for the service is $109.32 ($100.00 + $9.32)

3.28. Expiration Upon Failure to Agree to Price Redetermination

If the County and the Contractor cannot agree to a price redetermination pursuant to the terms and conditions of this Section, then the Contract will automatically expire without penalty or further expense to either party after a period of six (6) months following the Contractor's initial request for such price redetermination.

Requests for price redeterminations not made in accordance with the provisions of this Section shall be deemed null and void and shall not be a valid reason or pretext for expiration or termination of the Contract. If the contract expires pursuant to the terms and conditions of this

Section, the County reserves the right, at no expense, penalty, or consequence to the County, to award any remaining tasks thereunder to the next available most responsive and responsible

Contractor.

3.29. Quantities

Seminole County will not be held to any maximum or minimum purchase quantities as a result of this solicitation and/or resulting contract. Seminole County reserves the right to purchase any;

all, or none, of its requirements from vendors awarded a contract as a result of this solicitation.

All quantities as shown are approximate and no guarantee is made. Except as this contract may otherwise provide, if the County’s requirements do not result in orders in the quantities described as “estimated” in the contract’s price schedule, that fact shall not constitute the basis for an equitable adjustment.

3.30. Purchasing Agreements with Other Government Agencies

All Applicants submitting a response to this solicitation agree that such response also constitutes a submittal to all governmental agencies within the State of Florida, under the same conditions, for the same contract price, and for the same effective period as this proposal, should the Applicant feels it is in their best interest to do so. Each governmental agency desiring to accept these submittals, and make an award thereof, shall do so independently of any other governmental agency. Each agency shall be responsible for its own purchases and each shall be liable only for materials and/or services ordered and received by it, and no agency assumes any liability by virtue of this solicitation. This agreement in no way restricts or interferes with the right of any governmental agency to re-solicit any or all items.

4. Instructions for the preparation of Submittals

The Proposer is expected to completely analyze the information contained in this Request for

Proposals (RFP) as guidance for the preparation of their written proposal. The Proposer’s written proposal should be specific, detailed, and complete in order to clearly and fully demonstrate the Proposer’s understanding of the proposed work requirements, and it should include a logical plan to accomplish the task(s) under the proposed scope of work.

The Proposer(s) warrants its response to this Request for Proposals to be fully disclosed and correct. The firm must submit a proposal complying with this request for proposals, and the information, documents and material submitted in the proposal must be complete and accurate in all material aspects. The proposals shall include all of the information solicited in this RFP and any additional data that the Proposer deems pertinent to the understanding and evaluation of the proposal. Proposals must be organized and sections tabbed in the order noted below.

The Proposer shall not withhold any information from the written response in anticipation of presenting the information orally or in a demonstration since oral presentations or demonstrations are at the option of the County. Marketing materials shall not be included as documentation of Proposer’s ability to provide services required. Compliance with all requirements will be solely the responsibility of the Proposer and failure to provide requested information may result in disqualification of response.

4.1. Type of Business*

☐ Corporation

☐ Joint Venture

☐ Partnership

☐ Proprietorship

*Response required

4.2. Type in your Legal Entity Name Here.*

This name will be verified against the Secretary of State website.

*Response required

4.3. Federal Employer ID Number (FEIN)*

*Response required

4.4. Incorporated in the State of ________.*

Ex.) Florida

*Response required

4.5. List of Principals*

*Response required

4.6. Upload evidence of authority to do business in the State of Florida.* Acceptable form of evidence includes Secretary of State download, or Certificate of Status.

*Response required

4.7. Proposal Content*

WARNING: DO NOT UPLOAD CONFIDENTIAL INFORMATION HERE.

Proposals should be clear, concise, well-organized, and easy to understand. You'll need to directly address every requirement and question in the PROPOSAL RESPONSE document.

A. To respond to this Request for Proposals (RFP), use the Proposal Response document located in the "ATTACHMENTS" tab.

1. Proposers should clearly provide a detailed explanation of their understanding and proposed approach to the services.

B. Please use the Proposal Checklist in the "ATTACHMENTS" tab to verify that all written sections, worksheets, and attachments are included and completed in the manner requested in the RFP. Additionally, clearly state any partnerships utilized to respond to this RFP.

C. Submit your proposal as PDF files, except for the Worksheets. Please upload

Worksheets in their original Microsoft Excel format (.xls or .xlsx).

*Response required

4.8. Pricing Proposal*

Please complete the Pricing Worksheet located in "ATTACHMENTS" and upload with your proposal.

☐ Please confirm

*Response required

4.9. Software Maintenance Agreement (SMA)*

Please upload proposed draft Software Maintenance Agreement.

*Response required

4.10. Software Service Agreement. (SaaS)*

Please upload proposed draft Software Service Agreement (SaaS)

*Response required

4.11. Similar Project Experience - References*

Please download the below documents, complete, and upload.

• References_5.pdf

*Response required

4.12. License Sanctions*

Regulatory/license agency sanctions within the past 5 years.

(If Proposer prefers to upload a file, upload in next question and enter "see file upload" in this field) https://government-project.s3.us-west-2.amazonaws.com/178493/17ea3247-7e13-4c7d-9167-6d96014d86ac_References_5.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4LARD3UHS%2F20250819%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250819T184939Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEHsaCXVzLXdlc3QtMiJGMEQCIGMuwfP1nYPbo7N0Q1LS821ZD0ONKpr%2F4EJOIXfdbjhVAiBzqKFZheIY1mLOl73XmmxjQzFHj3rvo36oA5IRJhpgGSqTBQjE%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F8BEAIaDDg5MjM2NDY4NzY3MiIM13g3t5u9AynixeynKucEZLIqxKqTvxQzwAnvj%2BhodPFwGcnpMAeTfLVWuxd31jLZuSuQa1zx%2F8jlHLZPDjFWjcDhMccZZOEI9Kbi3p8LQTr7bWN4wr5DCiMetQY4%2BQ21DnjSoc53FMM3%2BGfsO2niCCaOKQdTOTKZQMsHTdMIPDW3jzvB93axIDe9F%2Bxislu4N6h1Q60QzX08ShJ7x2rXCtpYBRi0fbDwtb%2BsqJNX6Zx97h4nk6BDtt1BBAGFUSMXbFfsr4tstH%2FZ3UXS4y62rSZ8x%2F6t0yQg4ttOT6WWyGHVGoI5QiVOCKSHONthWUtuLlN87o8CmZD76benvt2WteQTxa0I9UiKtHQozmHynGNbIlFy%2BQ%2F5s1PQIJp3u2EEMMriZ8eOZcgWR99HffPhwWXcCEoHt%2FCIW%2BdHbeLUwzt8daBYkKBCsQgiOfQ7qK5iRM4EYiZoXtHdUT2QCpbn2swtCskJ2q%2B%2FfVnTzJU%2FuHDpvWqJ30BWOtRO58YXfGWXx9E2MbaTsRX3Fo0Y0Tw%2FVRQfpmh7aNfmI8wDi%2FdlqfYBI5tpMp6WPU7zUu%2BDXrNUtd0q9UeCFf6x4szurhM90ws3ECLPWq%2FD%2FssEh5M0ozuZqtKDAyec9krqmo1YMl5%2BkfFVWWwe0z6dahruecV50cbhSQ8c7rM227BSIAtptaBW6AQxzQqvNe9XLgJFuAqk5cKujj7bmkP73A8yExCIms9nObJAz%2BAJhNEui5KsmgY7eYryw%2FUWYQwnfH0e5pR0gRTFlSuCtGEZF8mxRwMAjoa%2B%2Bky7QPQRJGT4SaQRPtGda5FHaRo3fLtVzUBCk4CDBitKBgcJMMOOk8UGOpwBBZVuoplmjgpa82rQB3X1HrlXHfwRPm8V7lJjzr3XBB6co8tivRvA0jf1flky4UseKZ0JJx4r18XNDkIyZiToK0t9GCIDWjekbfjWX%2Bh%2BjDPj%2BWtV7MTpZ7%2BII1xU4Ml6Z8C1Ac3mFLrfj6YjfD1v1HtKwv6pxYtG6HTkZEiWaNRh5Zvj3ba44mhLWkaWVdlC%2FHC0Oqk41iszf9ZZ&X-Amz-Signature=d9c8a4c0cddef37d8e2870848177a8092b94b05e9a83cb8913a687323a80c681&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22References_5.pdf%22&x-id=GetObject

4.13. License Sanctions

Regulatory/license agency sanctions within the past 5 years.

4.14. Conflict of Interest Statement*

I certify that I am an authorized representative (the Affiant) of my company (the Entity submitting this response) to sign and submit this statement on my company's behalf.

My company is submitting an Expression of Interest for the Seminole County project described as Utility Billing Software Replacement Phase 2.

The Affiant has made diligent inquiry and provides the information contained in this Affidavit based upon his/her own knowledge.

The Affiant states that only one submittal for the above project is being submitted and that the above-named entity has no financial interest in any other entities submitting proposals for the same project.

Neither the Affiant nor the above named entity has directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free competitive pricing in connection with the entity's submittal for the above project. This statement restricts the discussion of pricing data until the completion of negotiations and execution of the

Agreement for this project.

Neither the entity nor its affiliates, nor anyone associated with them, is presently suspended or otherwise ineligible from participating in contract lettings by any local, state, or federal agency.

Neither the entity, nor its affiliates, nor anyone associated with them have any potential conflict of interest due to any other clients, contracts, or property interests for this…