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A government agency in Ohio issued “Case Management System” (RFQ). Solicitation SYS-4179 closed on March 17, 2026. Eligibility: Only for USA Organization.
The Vendor is required to provide to design and implement a case management system for the board that digitizes and streamlines the full lifecycle of tax appeal cases, from intake to final decision and archiving.
- The system must ensure compliance with state law, support timely case resolution, and improve public access and transparency.
- Stakeholders:
• Taxpayers
• Legal Representatives
• Board Staff
- Case Intake & Registration:
• Web-based case submission portal for appellants
• Ability to upload petitions, supporting documentation (PDF, DOC, XLS, JPG, ZIP)
• Auto-generation of unique Board case number
- Case Workflow Management
• Pre-defined workflows:
• Case Submission → Acknowledgment → Document Review → Scheduling → Hearing Decision → Archive
• SLA tracking for deadlines per state law (e.g., 60-day notice, 90-day hearings)
• Assignment based on workload, case type, county, or complexity
• Internal task management and queue system for paralegals and clerks
- Scheduling
• Integrated hearing calendar
• Location-aware scheduling (in-person, remote via video conference)
• Conflict management for judges and parties
• Public hearing docket listing
• Integration with Outlook and/or Microsoft 365 calendar
- Document Management
• Case-centric document repository
• Upload, review, annotate
• Secure access controls (internal vs. public)
• Version history and document timestamps
• E-signature support for decisions and notices (Preferred DAS eSignature Program - OneSpan)
- Decision Management
• Templates for decisions, orders, notices
• Draft-review-approve-publish workflow
• Final decision filing and service to parties
• Support for modifying/correcting decisions (e.g., clerical errors)
• Public posting of redacted decisions in searchable portal
- Communication Tools
• System-generated letters, notices, and email templates
• Auto-notifications for parties (via email and portal)
• Mail merge capability for bulk communications
- Search, Reports, and Dashboards
• Case search by:
• Case number
• Appellant name
• County/parcel number
• Hearing date
• Decision date
• Staff dashboards for workload, pending cases, deadlines
• Executive reports:
• Average time to resolution
• Case volume per county
• Appeals per tax type
• Export options: CSV, PDF, XLS
- Public Portal Features
• Searchable decisions database
• View scheduled hearings
• File new appeal petitions
• Download forms, procedural guides
• Contact form for inquiries
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (SYS-4179) closed on March 17, 2026. See similar open RFPs below.
A government agency in Ohio. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Questions and inquiries must be submitted by March 4, 2026.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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