The Vendor is required to provide to implement, configure, migrate existing data, provide training, and transition for a comprehensive property tax software to replace the city’s current on-premises software.
- Software must include a self-serve portal for residents and integrate with other corporate systems via Application Programming Interface (API).
- The Current Software serves end users, administrative users, the Information Technology department, and customer access.
- A tracking system to enable reconciliation between payment transactions posted to the Cash general ledger account and the Bank deposit records.
- Generate an export in Excel format listing mortgage company payment schedules at time of billing and before each due date. Import Excel mortgage company payment listing into the Proposed Software.
- Import electronic files delivered from MPAC including, but not limited to, MSL listings, year-end and supplementary/omit assessment rolls.
- Electronic file is created in the Proposed Software and contains PAP withdrawal amounts, roll numbers, dates and bank account information. The file is uploaded to a City created application then transferred to Bank after management approval.
- Ability to merge, generate and save documents based on Microsoft Word templates. All documents (both templates and archives) are currently stored on the city network.
- A financial management software used for general ledger administration and reporting. All general ledger and cash receipt transaction information generated in the Proposed Software is transmitted to PeopleSoft (currently completed daily).
- Objectives:
• Software must tightly integrate ARC GIS, on-line services, and other City-wide applications to satisfy.
• Replace a legacy system;
• Enhancement of user experience;
• Operational efficiency and staff workload reduction;
• Seamless integration with other corporate systems;
• Improved service delivery to taxpayers; and
• Mitigation of cyber security risk.
- Project Management:
• Facilitate project management standards which include but not limited to
• Communication and maintaining up-to-date project timelines clearly outlining planned and completed milestones.
• Identifying and mitigating risks
• Facilitate the planning and execution of each milestone
- Configuration:
• Create and set up servers (if required)
• Perform the initial set up of the Proposed Software
• Provide training to administration and Information Technology staff of all configurations
- Migration of Data:
• Develop and monitor an approved testing plan of the data
• Transition data from the Current Software to the Proposed Software
• Work with the city to ensure a clean and smooth transition of the data
- Proposed Software Transition:
• Provide and execute an approved transition plan.
- On-going Support Requirements:
• Update documentation and user manuals (e.g. administration reference guides, training manuals, etc.) to stay current with future product releases.
• Facilitate user/support groups to encourage communication and product development collaboration with other client municipalities (i.e. semi-annual meetings, conferences, on-line communication, etc.).
- Contract Period/Term: 5 years
- Questions/Inquires Deadline: January 20, 2026
