Occupancy Tax Portal Services

The vendor is required to provide occupancy tax portal program with the following capabilities:
1. Process on-line registrations
•    Issue certificates of authority electronically as well as via us mail
2. Process occupancy tax returns
•    Ensure correct calculations for all returns
•    Apply penalty and interest as applicable
•    Ability to accrue payments at year end
3. Provide multiple filing cycles (monthly and calendar quarterly)
4. Send late letters and notice of determinations both electronically and via us mail
•    Ability to keep pdf of all correspondence in the account file, including registration, returns, late letters, reminders, notice of determination
5. Allocate revenue to specified accounts
6. 80-90% of all functional and reporting requirements are required within the software solution, with the ability to customize remaining requirements if necessary (e.g., export reporting to excel or csv format if needed).
- Provide a brief explanation of how the proposed solution will satisfy each of the following issues:
•    Indicate the original release date of the proposed solution;
•    Indicate the number of major revisions the proposed solution has undergone since its initial release;
•    Solution should provide online help. 
•    Briefly describe the capability of users adding or modifying help information within your system;
•    Solution must allow for daily operations (backup, security administration, general problem resolution, etc.) to be performed by non- technical personnel. 
•    Tools or features the proposed system provides to meet this requirement;
•    Solution must handle various types of historical information within the modules. 
•    Briefly describe any limits pertaining to how much history is kept and what archival options are available;
•    Solution must include an easy-to-use report writer for ad hoc retrievals. 
•    State the name of your proposed report writer and describe its capabilities and ease of use;
•    Solution should allow an interface to the microsoft office suite for word processing, spreadsheet, database and graphics. 
•    Provide a listing of the various pc packages that will interface with your system. 
•    Include any download and upload restrictions or requirements that may limit the functionality of the proposed system;
•    System must include security levels from the user sign-on down to the field level. 
•    Indicate any special security features (e.g., workstation security, terminal security, network security, remote access security, function security, file security, etc.) provided by the system software. 
•    Any backup and recovery methods, such as logging, rollback, etc., built into the system's software; for each application software module proposed, please provide an introductory overview of the application that addresses the following points:
o    Whether your organization developed the module or the module is available as a result of a third-party relationship that has been established with another vendor.
o    State whether the module is available or under development. 
o    Those modules that are available, please provide a list of general features of that module.
o    Include the availability schedule for modules listed as under development.
o    The number of existing installations using the application modules. 
•    Provide cost for having a broker hold software source code. 
•    The rights of the county to negotiate to acquire the source code must be explained in detail.

- Contract Period/Term: 3 years
- Questions/Inquires Deadline: October 20, 2025