Lobbyist Management Software Solution

The Vendor is required to provide information regarding lobbyist management software solutions.
- The system must allow users to register online and maintain their profile. Additionally,
1. The system must allow selection of their role:
•    Lobbyist
•    Employer of a lobbyist
- The system must require users to provide their name, email address, telephone number, and address
- The system must provide users with an automated recovery mechanism for their username and password
- The system must allow users to indicate whether or not they are actively lobbying for a given calendar quarter.
- The system must provide a way for users to upload documents and associate them to their profile
- The system must allow users to submit quarterly or annual reports using forms to collect specific data including:
•    Total dollars spent on relevant activities
•    Names of public officials benefiting from their activities
•    Purpose of their lobbying activities
•    For each payment made, provide the names of payees, purpose of payment, and date
•    File attachments
•    Checkboxes indicating acceptance of terms and conditions
•    Digital signatures
- The system must calculate fines for violations of the ordinance
- The system must allow users to make secure payments for fines
-  The system must provide automated email notifications for such events as:
•    Quarterly reports nearing their due date
•    Quarterly reports past due
•    Fines assessed
- The system must allow for manual email notifications for staff to compose and send to users or filtered subsets of users
- The system must provide a way for staff to review submitted reports and user details
- The system must provide a way for assigning filing reviews and other workflow tasks to staff
•    Assignment notifications or a user-specific dashboard must be available to highlight their current tasks
- The system must provide internal reports including:
•    Lobbyist activity summaries for a specified time period
•    Total expenditures for a specified time period
•    Expenditure categories for a specified time period
- The system must produce and make available filing reports to the public
- The system must allow staff or administrators to modify settings such as fee schedules, notifications, workflows, users, user roles, and reports
- The system must record all activity and changes to users’ accounts and other editable data for auditing purposes
- The system must retain all information for a to-be-determined period of time
- The system must leverage modern internet and user experience technologies, including:
•    Appropriate system and data encryption and security
•    Support of potentially 1,000 simultaneous transactions
•    Capacity to store 100,000s of historic forms
•    Always available and reliable
•    Maintenance and backup plans established.