Vendor_Reference_Form_.pdf

This is a Vendor Reference Form for the City of St. Petersburg, Florida's Pension Management Software procurement. The form requires vendors to provide three professional references demonstrating similar goods or services delivery experience. For each reference, vendors must submit the organization name, contact name and title, address, phone number, email address, dates of work, and a brief description of work performed. The Request for Proposals was issued on April 10, 2026, with the question submission deadline of May 7, 2026, and proposal submissions due by May 26, 2026 at 3:00 p.m. via electronic submission through the OpenGov Procurement portal. The procurement seeks a single qualified vendor to provide a fully Software-as-a-Service cloud-based pension administration and management system to replace a legacy system, encompassing 18 core functional areas including member enrollment, benefit eligibility determination, retirement and disability processing, payroll processing, and tax reporting. The initial contract term is three years, with the City reserving renewal rights for two additional one-year periods if mutually agreed upon in writing.

Evaluation criteria are weighted as qualifications and experience (25 percent), project approach and methodology (35 percent), pricing (25 percent), and business enterprise program outreach and utilization including SBE/MBE/WBE status (15 percent). Required qualifications include Florida Division of Corporations registration, at least three customer references with similar experience, and maintenance of commercial general liability insurance of at least $1,000,000 per occurrence and $2,000,000 aggregate. The City does not impose minimum participation requirements for small, veteran, minority, and women-owned business enterprises; however, it actively encourages proactive engagement with these business categories located in the Tampa Bay Region. No specific award value or budget range is disclosed in the procurement documents. All submittals must be presented as a single continuous PDF document and are subject to Florida public records laws, with release occurring after 30 days from opening unless an earlier intended decision is reached.