County of Beaufort Sealed Solicitation

Title: CAMA/Tax System Software for Beaufort County

Deadline: 5/20/2024 3:00 PM   (UTC-05:00) Eastern Time (US & Canada)

Status: Open

Solicitation Number: RFP 052024

Description: Beaufort County requests proposals from all interested firms, licensed in the State of South Carolina, experienced in Computer Assisted Mass Appraisal (CAMA), Personal Property Valuation, Revenue Billing and Collections Systems. It is the intent of the County to purchase a "state-of-the-art" commercial off-the-shelf (COTS) automated Computer Assisted Mass Appraisal (CAMA), Personal Property Valuation, Revenue Billing and Collections System that may either encompass the needs of the Auditor, Assessor, and Treasurer or be a ‘stand-alone’ system which best fits the requirement of each respective office.


Pre-Bid Meeting Date: 5/1/2024 5:00 PM

Pre-Bid Meeting Details: There will be no Pre-Proposal meeting. However, we strongly encourage you to submit your questions through Vendor Registry by 5:00pm Eastern Time on May 1, 2024. Please submit all of your questions in 1 box with one submission rather than submitting one at a time.


Documents:

Documents as of 4/15/2024
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PLANHOLDERS:

Date Company Name
4/15/2024 8:36:10 PM AG Ltd
4/16/2024 3:07:50 AM SevenOutsource
4/16/2024 9:13:38 AM Esri Canada Limited
4/16/2024 4:37:32 PM CJIS GROUP
4/16/2024 8:18:06 PM PayIt, LLC
4/17/2024 10:24:23 AM PWXPress
4/18/2024 9:20:20 AM Tontine Group LLC
4/18/2024 3:44:56 PM IBM
4/19/2024 9:09:11 AM Edmunds GovTech
4/19/2024 9:13:41 AM Quality Data Service, Inc. (QDS)
4/23/2024 1:30:30 PM AlxTel
5/1/2024 8:24:46 AM Catalis Tax & CAMA, Inc.
5/1/2024 9:08:20 AM Harris Govern
5/1/2024 9:55:46 AM Manatron, Inc.
5/2/2024 3:08:04 PM Tyler Technologies, Inc.
5/2/2024 3:32:23 PM Revenue Solutions, Inc.
5/2/2024 5:16:27 PM Deltek
5/2/2024 9:38:20 PM PUBLIQ LLC
5/3/2024 5:10:44 PM William Everett Group
Addition 1

Posted: 5/1/2024

Type of Addition: Addendum #1

Overview: See attachments

Addition 2

Posted: 5/1/2024

Type of Addition: Addendum #1

Overview: See attachments


Documents:

Question 1

Posted: 4/16/2024

Question: Does the 316,723 personal property accounts include the 210,000 vehicles or is that in addition to the 316,723?

Response: Please see upcoming Addendum #2

Question 2

Posted: 4/16/2024

Question: Treasurer Columns D and E cells are not set to word wrap unlike the other office tabs where you can set it to word wrap. Making explanations not fit the page.

Response: Please see upcoming Addendum #2

Question 3

Posted: 4/18/2024

Question: Question 6.29.12 in the Information Technology tab refers to an Appendix B, but there is not one in the attachments.

Response: Please see upcoming Addendum #2

Question 4

Posted: 4/23/2024

Question: Of the 316,723 personal property record, how many are vehicles and watercrafts that are billed on a monthly basis

Response: Please see upcoming Addendum #2

Question 5

Posted: 4/23/2024

Question: How many credit card terminals are needed for Treasurer and Delinquent Tax Offices?

Response: Please see upcoming Addendum #2

Question 6

Posted: 4/29/2024

Question: Treasurer Tab - Ability to flag accounts, both individually and en masse with customizable features that set workflow parameters for those accounts. Question. - Please furnish example of workflow.

Response: Please see upcoming Addendum #2

Question 7

Posted: 4/29/2024

Question: Treasurer Tab - Ability to inactivate flags on accounts en masse. Question. - Please furnish example of flags to be made inactive in masse.

Response: Please see upcoming Addendum #2

Question 8

Posted: 4/29/2024

Question: Treasurer Tab - Ability to mask availability of flags for applications onto accounts without permanently deleting them from the system. The history of previously used flags should remain available at account level, even if the flags are no longer available to be applied to new accounts. Question. - Please furnish more detail information about this process.

Response: Please see upcoming Addendum #2

Question 9

Posted: 4/29/2024

Question: There are questions in Exhibit_1_Beaufort_RFP_TaxRequirementsMatrix that are not Yes/No questions and require more explanation. What is the best format to answer those questions that require extensive answers? Is it directly in the excel sheet?

Response: Please see upcoming Addendum #2

Question 10

Posted: 4/29/2024

Question: The proposal submittal requirements state "the entire package must not exceed 15 double-sided printed pages excluding Exhibit A and B, cover pages and tabs. As this is an electronic submittal, is it fair to assume the submission should not exceed 30 pages? And should Exhibit 1 be separately uploaded in excel format or in PDF format?

Response: Please see upcoming Addendum #2

Question 11

Posted: 4/29/2024

Question: How many named user licenses does the County require?

Response: Please see upcoming Addendum #2

Question 12

Posted: 4/29/2024

Question: Does the County have an anticipated project kick-off date and/or go-live date?

Response: Please see upcoming Addendum #2

Question 13

Posted: 4/30/2024

Question: Please verify the number of users for each office: Assessor’s Office: Field Appraisers (for our Mobile field collection): Auditor: Treasurer: Please “Define Customizable API” (page 6) Any/All Current Integrations - 3rd party or department integrations: Current Website Provider: Current Payment Vendor(s) (online payments, counter payments, lockbox services, etc.):

Response: Please see upcoming Addendum #2

Question 14

Posted: 5/1/2024

Question: In Exhibit 1 Workbook, on the Information Technology sheet there is mentioned in B37 and B74, Appendixes that we cannot locate. Could you please indicate where we can find them, or make them available, so that we may consider their content when answering those questions?

Response: Please see upcoming Addendum #2

Question 15

Posted: 5/1/2024

Question: Is a bid bond or performance bond required for this project?

Response: Please see upcoming Addendum #2

Question 16

Posted: 5/1/2024

Question: Page 8 of the RFP states that “the entire package must not exceed 15 double-sided printed pages”, however proposals must be submitted online. Also, Exhibit 1 being included in the response package will significantly increase the page county beyond the 15-page limit. Would the County consider increasing the page limit and clarifying any portions of the response that would be excluded from this limit?

Response: Please see upcoming Addendum #2

Question 17

Posted: 5/1/2024

Question: What are the County’s current pain points with your existing systems? Who are the County’s current vendors for CAMA, Revenue Billing and Collections system? What is the County’s planned budget for this project? When does the County expect this project to commence? No term is requested in the RFP. What is the County’s expected Period of Performance of the contract?

Response: Please see upcoming Addendum #2

Question 18

Posted: 5/1/2024

Question: 1. What is the County's current CAMA & Tax System? 2. Is the County interested in an integrated Payments solution?

Response: See forthcoming Addendum 2

Posted: 5/1/2024

Type of Addition: Addendum #1

Overview: See attachments

Posted: 5/1/2024

Type of Addition: Addendum #1

Overview: See attachments


Documents:

Posted: 4/16/2024

Question: Does the 316,723 personal property accounts include the 210,000 vehicles or is that in addition to the 316,723?

Response: Please see upcoming Addendum #2

Posted: 4/16/2024

Question: Treasurer Columns D and E cells are not set to word wrap unlike the other office tabs where you can set it to word wrap. Making explanations not fit the page.

Response: Please see upcoming Addendum #2

Posted: 4/18/2024

Question: Question 6.29.12 in the Information Technology tab refers to an Appendix B, but there is not one in the attachments.

Response: Please see upcoming Addendum #2

Posted: 4/23/2024

Question: Of the 316,723 personal property record, how many are vehicles and watercrafts that are billed on a monthly basis

Response: Please see upcoming Addendum #2

Posted: 4/23/2024

Question: How many credit card terminals are needed for Treasurer and Delinquent Tax Offices?

Response: Please see upcoming Addendum #2

Posted: 4/29/2024

Question: Treasurer Tab - Ability to flag accounts, both individually and en masse with customizable features that set workflow parameters for those accounts. Question. - Please furnish example of workflow.

Response: Please see upcoming Addendum #2

Posted: 4/29/2024

Question: Treasurer Tab - Ability to inactivate flags on accounts en masse. Question. - Please furnish example of flags to be made inactive in masse.

Response: Please see upcoming Addendum #2

Posted: 4/29/2024

Question: Treasurer Tab - Ability to mask availability of flags for applications onto accounts without permanently deleting them from the system. The history of previously used flags should remain available at account level, even if the flags are no longer available to be applied to new accounts. Question. - Please furnish more detail information about this process.

Response: Please see upcoming Addendum #2

Posted: 4/29/2024

Question: There are questions in Exhibit_1_Beaufort_RFP_TaxRequirementsMatrix that are not Yes/No questions and require more explanation. What is the best format to answer those questions that require extensive answers? Is it directly in the excel sheet?

Response: Please see upcoming Addendum #2

Posted: 4/29/2024

Question: The proposal submittal requirements state "the entire package must not exceed 15 double-sided printed pages excluding Exhibit A and B, cover pages and tabs. As this is an electronic submittal, is it fair to assume the submission should not exceed 30 pages? And should Exhibit 1 be separately uploaded in excel format or in PDF format?

Response: Please see upcoming Addendum #2

Posted: 4/29/2024

Question: How many named user licenses does the County require?

Response: Please see upcoming Addendum #2

Posted: 4/29/2024

Question: Does the County have an anticipated project kick-off date and/or go-live date?

Response: Please see upcoming Addendum #2

Posted: 4/30/2024

Question: Please verify the number of users for each office: Assessor’s Office: Field Appraisers (for our Mobile field collection): Auditor: Treasurer: Please “Define Customizable API” (page 6) Any/All Current Integrations - 3rd party or department integrations: Current Website Provider: Current Payment Vendor(s) (online payments, counter payments, lockbox services, etc.):

Response: Please see upcoming Addendum #2

Posted: 5/1/2024

Question: In Exhibit 1 Workbook, on the Information Technology sheet there is mentioned in B37 and B74, Appendixes that we cannot locate. Could you please indicate where we can find them, or make them available, so that we may consider their content when answering those questions?

Response: Please see upcoming Addendum #2

Posted: 5/1/2024

Question: Is a bid bond or performance bond required for this project?

Response: Please see upcoming Addendum #2

Posted: 5/1/2024

Question: Page 8 of the RFP states that “the entire package must not exceed 15 double-sided printed pages”, however proposals must be submitted online. Also, Exhibit 1 being included in the response package will significantly increase the page county beyond the 15-page limit. Would the County consider increasing the page limit and clarifying any portions of the response that would be excluded from this limit?

Response: Please see upcoming Addendum #2

Posted: 5/1/2024

Question: What are the County’s current pain points with your existing systems? Who are the County’s current vendors for CAMA, Revenue Billing and Collections system? What is the County’s planned budget for this project? When does the County expect this project to commence? No term is requested in the RFP. What is the County’s expected Period of Performance of the contract?

Response: Please see upcoming Addendum #2

Posted: 5/1/2024

Question: 1. What is the County's current CAMA & Tax System? 2. Is the County interested in an integrated Payments solution?

Response: See forthcoming Addendum 2