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Citizens Property Insurance Corporation Investment Analytics Software SaaS Procurement

Citizens Property Insurance CorporationFlorida, USADue Thursday, November 12, 2026
Client
Citizens Property Insurance Corporation
Solicitation No.
26-0007
Posted
10/23/2026
Category
Software, System and Application
Budget
Looking for Proposals
NAICS
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Set-aside
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Contact
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Description

AI Generated

Citizens Property Insurance Corporation requires a vendor to provide a Software as a Service investment analytics system to assist staff in managing portfolio performance, risk analytics, and policy compliance. The requested services include automated data processing, real-time comprehensive data access, reporting tools, and a dedicated client servicing team for an expected contract period of three years. Work will be performed offsite, and eligibility is restricted to onshore USA organizations. Applicants must submit a reply package containing Attachment A (Vendor Certification Form), Attachment B (Financial Stability Review, current IRS W-9 or W-8, and sample invoice), Attachment C (Vendor Questionnaire), and Attachment D (Price Sheet), with an optional short cover letter. Final replies are due by 05:00 p.m. ET on November 12, 2026. Proposals are evaluated based on an initial scoring system that combines a Technical Score (worth up to 90 points across categories such as Vendor Background and Experience) and a Pricing Score (worth up to 10 points) before entering a negotiation process.

Key solicitation details

AI-extracted from 26-0007 Investment Analytics Software (ITN DOCUMENT).pdf. Confirm against the original documents before bidding.

Citizens Property Insurance Corporation is seeking competitive sealed replies from vendors capable of providing an investment performance measurement, risk analytics, and investment policy compliance system through a Software as a Service solution. Software is intended to be accessible by at least four concurrent users, with implementation targeted for completion by August 31, 2027. Responsible vendors demonstrating financial stability and performance capability are eligible…

Issued by
Citizens Property Insurance Corporation
ITN Released
10.05.2026
Pre-Reply Conference
10.13.2026 12:00 p.m. ET
Questions Due
10.19.2026 05:00 p.m. ET
Answers Posted
10.29.2026
Replies Due
11.12.2026 05:00 p.m. ET
Evaluations
11.13.2026 - 12.22.2026
Vendor Negotiations
12.23.2026 - 02.08.2026
Negotiation Team Public Meeting to Announce Intent to Award Contracts
02.09.2026 09:00 a.m. ET
How to submit
email
Submission details
Submit via email to [email protected] with subject line ITN No. 26-0007, Investment Analytics Software. Submit original and a separate email with a full Redacted Reply with a redaction log. Files must not be compressed (.zip) or encrypted, total size less than 10 megabytes.
Contract term
Three (3) year initial term followed by optional renewals of up to three (3) years.

How proposals are evaluated

Section I – Vendor Background and Experience20
Section II – Investment Performance Measurement and Reporting30
Section III – Investment Compliance Monitoring and Risk Analytics30
Section IV – System and Implementation10
Price Sheet10

Scope of work

  • Investment performance measurement, risk analytics, and investment policy compliance system
  • Software as a Service (SaaS) solution accessible by at least four concurrent users
  • Access to real-time comprehensive data including credit ratings and CUSIP level data
  • Monitoring fixed income portfolios regarding performance, risk, and investment policy adherence
  • Automated data processing supporting automated receipt of data from custodian bank and/or commercial bank
  • Robust reporting tools
  • Dedicated client servicing team consisting of knowledgeable, experienced, and responsive individuals

Minimum qualifications

  • Must be a responsible vendor demonstrating financial stability, performance capabilities, integrity, and reliability

Documents to include with the bid

  • Attachment A – Vendor Certification Form
  • Attachment B - Financial Stability Review
  • Current IRS W-9 or W-8 Form
  • Sample Invoice
  • Attachment C – Vendor Questionnaire
  • Attachment D – Price Sheet
  • Redacted Copy of Reply (if claiming public record exemptions)
  • Redaction Log (if applicable)
  • Short Cover Letter (optional)

Verify important details

Document check

Confirm submission instructions and amendments with the issuing agency before responding.

11 available filesDocuments checked

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