Mortgagee Self-Service Portal

Agency: Citizens Property Insurance Corporation of Florida
State: Florida
Type of Government: State & Local
NAICS Category:
  • 541511 - Custom Computer Programming Services
  • 541512 - Computer Systems Design Services
  • 541519 - Other Computer Related Services
Posted Date: Jun 21, 2020
Due Date: Jul 14, 2020
Solicitation No: 20-0019
Bid Source: Please Login to View Page
Contact information: Please Login to View Page
Bid Documents: Please Login to View Page
Type Solicitation # Title Status Responses Due Document Posted Documents
ITN 20-0019 Mortgagee Self-Service Portal Open 07/14/2020 02:30 PM ET
06/11/2020
10:06 AM ET
Additional Posted Documents:
06/11/2020
10:01 AM ET
06/11/2020
10:01 AM ET
06/11/2020
10:01 AM ET
06/11/2020
10:01 AM ET
06/11/2020
10:01 AM ET
06/11/2020
10:01 AM ET
06/11/2020
10:01 AM ET

Attachment Preview

INVITATION TO NEGOTIATE No. 20-0019
FOR
MORTGAGEE SELF-SERVICE PORTAL
REPLY DUE DATE: July 14, 2020
[See Section 1.9 for the Calendar of Events]
Refer ALL Inquiries to:
Summer Reeves, Procurement Officer
Purchasing Department
Citizens Property Insurance Corporation
2101 Maryland Circle
Tallahassee, Florida 32303
Phone (850) 850-513-3738
E-Mail: citizens.purchasing@citizensfla.com
FAILURE TO FILE A PROTEST WITHIN THE TIME PRESCRIBED IN SECTION
627.351(6)(e), FLORIDA STATUTES, CONSTITUTES A WAIVER OF PROCEEDINGS.
TABLE OF CONTENTS
REPLY CHECKLIST........................................................................................................................ 3
SECTION 1 - INTRODUCTION ....................................................................................................... 4
1.1 ........ Statement Of Purpose .................................................................................................... 4
1.2 ........ Specific Goals, Questions And Facts ............................................................................. 4
1.3 ........ Definitions ....................................................................................................................... 5
1.4 ........ Citizens Background ....................................................................................................... 5
1.5 ........ Diversity .......................................................................................................................... 5
1.6 ........ Taxes .............................................................................................................................. 5
1.7 ........ Contract Term ................................................................................................................. 5
1.8 ........ No Contact Or Lobbying ................................................................................................. 6
1.9 ........ Calendar Of Events ........................................................................................................ 6
1.10 ...... Public Meetings .............................................................................................................. 6
SECTION 2 - SCOPE OF SERVICES ............................................................................................. 8
2.1 ........ Background..................................................................................................................... 8
2.2 ........ Minimum Qualifications................................................................................................... 8
2.3 ........ Description of Portal Features, Functionalities, and Services ........................................ 8
2.4 ........ Contractual Terms And Conditions............................................................................... 10
SECTION 3 - REPLY INSTRUCTIONS AND EVALUATION PROCESS..................................... 11
3.1 ........ Questions...................................................................................................................... 11
3.2 ........ Changes To Solicitation................................................................................................ 11
3.3 ........ Public Records.............................................................................................................. 11
3.4 ........ Reply Due Date And Submission ................................................................................. 12
3.5 ........ Reply Format ................................................................................................................ 12
3.6 ........ Reply Contents ............................................................................................................. 13
3.7 ........ Evaluation Process ....................................................................................................... 13
3.8 ........ Negotiations Process .................................................................................................... 14
3.9 ........ Selection Criteria .......................................................................................................... 15
3.10 ...... Execution Of Contract................................................................................................... 16
SECTION 4 - GENERAL CONDITIONS........................................................................................ 17
4.1 ........ Protests......................................................................................................................... 17
4.2 ........ Costs Of Preparing Replies .......................................................................................... 17
4.3 ........ Use Of Replies.............................................................................................................. 17
4.4 ........ Withdrawal Of A Reply.................................................................................................. 17
4.5 ........ Minor Irregularities ........................................................................................................ 18
4.6 ........ No Misrepresentations .................................................................................................. 18
4.7 ........ No Conflicts Of Interest................................................................................................. 18
4.8 ........ Acceptance Of Terms ................................................................................................... 18
4.9 ........ Subsequent Negotiations And Awards ......................................................................... 18
4.10 ...... Entire Solicitation .......................................................................................................... 18
ATTACHMENTS
Attachment A – Vendor Certification Form
Attachment B – Responsible Vendor Review Form
Attachment C – Financial Review
Attachment D – Vendor Questionnaire
Attachment E – Technology Questionnaire
Attachment F – Price Sheet
Attachment G – Citizens’ Standard Terms and Conditions
ITN No. 20-0019, Mortgagee Self-Service Portal
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REPLY CHECKLIST
The following checklist identifies the mandatory documents that must be included in a Reply. Failure
to complete and provide any of these mandatory documents shall result in disqualification of the
Vendor (as non-responsive).
MANDATORY DOCUMENTS
One (1) electronic version of the Reply on a compact disc (CD) or USB
removable media (i.e. Flash drive) or via email
One (1) redacted copy of Reply on CD or USB removable media or via
email (required only if Vendor considers portions of its Reply confidential or
exempt from disclosure under Florida’s Public Records Law)
Attachment A, Vendor Certification Form
Attachment B, Responsible Vendor Review Form
Financial Documents (as requested in Attachment C)
SECTION
3.5. A.
3.5. B.
3.6, Folder 1
Attachment D, Vendor Questionnaire
Attachment E, Technology Questionnaire
Attachment F, Price Sheet
3.6, Folder 2
3.6, Folder 3
ITN No. 20-0019, Mortgagee Self-Service Portal
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SECTION 1 -
INTRODUCTION
1.1 STATEMENT OF PURPOSE: This Invitation to Negotiate (ITN) is issued by Citizens Property
Insurance Corporation (Citizens) to request competitive sealed replies (Replies) from companies
(Vendors) capable of providing an online, self-service portal (Portal) for mortgage companies to
retrieve policy-specific insurance information and documentation related to Citizens’ policyholders.
The Portal is more fully described in Section 2 of this ITN.
Citizens intends to award a contract (Contract) to one Vendor under this ITN.
Implementation work for the Portal is anticipated to begin during the second half of 2021.
1.2 SPECIFIC GOALS, QUESTIONS AND FACTS:
In accordance with Section 287.057(1)(c), Florida Statutes, Citizens provides the following
information:
Specific Goals: The specific goal of this ITN is to identify and engage one Vendor to provide a
Portal that delivers the best value to Citizens. The selection will be based on several factors,
including (i) prior relevant experience, (ii) quality of personnel and resources used to provide the
Portal, (iii) proposed methods for delivering the Portal, and (iv) contractual terms and pricing for the
Portal. The criteria for evaluating and selecting Vendors are more fully described in Section 3 of
this ITN.
Questions Being Explored: Vendors are not required to respond directly to these questions in their
Reply. These questions are included to give Vendors a better understanding of potential negotiation
issues and factors that may impact the outcome of this ITN.
A. What specific services and deliverables are appropriate to achieve the goals of this ITN?
B. How will mortgage companies be authenticated ensuring access is limited to policy
information where they are the mortgage company?
C. What solution will best integrate with Citizens’ Policy Data systems?
D. How can Citizens best ensure that Portal functions are performed in a reliable, agreed upon
manner?
E. How can Citizens best position the Contract to provide scalability while meeting all current
needs for the program?
F. What performance guarantees and/or quality control standards can Vendors offer to provide
greater accountability?
G. What additional value-added products and/or services can Vendors offer related to the
Portal that are in the best interest of the Citizens?
H. What pricing model is best suited for Citizens’ needs?
I. What contractual terms and conditions are customary and/or appropriate for Citizens’
needs?
J. Which Vendor ultimately provides the best value for Citizens?
Facts Being Sought: The facts being sought in this ITN are identified primarily in Attachment D,
ITN No. 20-0019, Mortgagee Self-Service Portal
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Vendor Questionnaire.
1.3 DEFINITIONS: In addition to other terms defined in this ITN, the following terms shall have the
following meanings:
A. Citizens – means Citizens Property Insurance Corporation.
B. Contract – means the contract with a Vendor for the System that results from this ITN.
C. ITN – means this Invitation to Negotiate, which is a competitive solicitation authorized
under Section 287.057, Florida Statutes.
D. Portal – means the web-based solution proposed by Vendor which meets all of the
operational requirements identified within this ITN
E. Procurement Officer – means the Citizens employee identified on the cover page of this
ITN.
F. Reply – means all materials submitted by Vendor pursuant to this ITN.
G. Services – means all the activities of Vendor which are collectively necessary to provide
the Portal to Citizens pursuant to this ITN.
H. Vendor – means an entity responding to this ITN in pursuit of providing the Portal.
1.4 CITIZENS BACKGROUND: In 2002, the Florida Legislature created Citizens, a not-for-profit
government entity, whose public purpose is to provide affordable property insurance to applicants
who are not able to purchase coverage in the private insurance market. Citizens is governed by
Section 627.351(6), Florida Statutes, and operates pursuant to a Plan of Operation that is approved
by the Financial Services Commission of the State of Florida. Citizens’ operations are supervised
by a Board of Governors who are appointed by the Governor, CFO, President of the Senate and
Speaker of the House. Additional information about Citizens is available at Citizens’ website:
https://www.citizensfla.com.
1.5 DIVERSITY: Florida is a state rich in its diversity and is dedicated to fostering the continued
development and economic growth of small, minority, women and service-disabled veteran owned
business enterprises in the State of Florida. To this end, it is vital that such businesses participate
in Citizens’ procurement process as both prime contractors and subcontractors. Small, minority,
women and service-disabled veteran owned businesses are strongly encouraged to submit Replies
to this ITN.
1.6 TAXES: Citizens is a governmental entity which does not pay Federal Excise or State sales taxes
on direct purchases of tangible personal property. Citizens will not pay for any personal property
taxes levied on Vendor or for any taxes levied on employee wages.
1.7 CONTRACT TERM: The Contract term is anticipated to be five (5) years. The Contract term, and
any renewal terms, may be negotiated during the course of this ITN. Under Florida law, renewals
may not exceed three (3) years or the original term, whichever is greater.
ITN No. 20-0019, Mortgagee Self-Service Portal
Page 5 of 18

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