Exhibit_C_STARS_ FNF REQ.xlsx
XLSX spreadsheet 56 KB Posted
- Attached to
- RFP 2026-11001
- Solicitation number
- 0000039493
- Issued by
- California
About this file
This file is an exhibits document for RFP 2026-11001, the State Tax Administration Record System (STARS) Solution, issued by the California State Board of Equalization. The document outlines comprehensive system requirements across eleven major business objectives designed to modernize tax administration processes for private railroad car (PRC) and board roll (BR) assessments. The solution must deliver an Assessee e-File Web Portal for tax schedule submissions, automate tax computations and allocations, establish case management capabilities, enable paperless workflows, provide centralized data storage, implement strong data governance, offer data visualization and dashboards, improve audit and appraisal processes, support broadband connectivity for field work, meet specified platform and cloud requirements, and maintain security and disaster recovery standards. The requirements include both mandatory-scored items that contribute to evaluation point totals and mandatory pass/fail criteria that must be met for compliance. Key features include multi-factor authentication, SSL/TLS encryption, role-based access control, support for 2,000 to 6,000 concurrent assessee users, and integration with California's 58 counties for tax allocation purposes.
The requirements document specifies that solutions must be hosted on either Microsoft Azure or Amazon Web Services, comply with California Department of Technology cloud policies, and align with National Institute of Standards and Technology Zero Trust Architecture standards. All data must be hosted within the United States with support provided domestically, and the solution must encrypt data both in transit and at rest per Federal Information Processing Standards and California State Administrative Manual requirements. The contractor must provide comprehensive documentation including California Cloud Services Assessment questionnaires, cloud architecture diagrams, privacy impact assessments, system security plans, technology recovery plans, and disaster recovery procedures with defined Recovery Time Objectives (RTO) and Recovery Point Objectives (RPO). The system must support 10 to 200 internal Board of Equalization users and a minimum of 800 concurrent external users, maintain 24/7 availability excluding agreed maintenance windows, and implement logging forwarding standards for continuous security monitoring through California Department of Technology SOCaaS requirements.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| Exhibit_E STARS_Cost Workbook.xlsx | XLSX spreadsheet | |
| Exhibit_A_STARS_SOW_1.docx | DOCX document | |
| Exhibit_C_STARS_ FNF REQ_1.xlsx | XLSX spreadsheet | |
| BOE IT Modernization (BOEM)_1.pdf | ||
| BOE IT Modernization (BOEM).pdf | ||
| Exhibit_A_STARS_SOW.docx | DOCX document | |
| Exhibit_E STARS_Cost Workbook_1.xlsx | XLSX spreadsheet |
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Text version
STARS PROJECT REQUIREMENTS
| RFP Number: | 2026-11001 | Agency/state Entity: | California State Board of Equalization | PRC=PRIVATE RAILROAD CAR | BR=BOARD ROLL | |||||||||
| Obj. Ref. | ||||||||||||||
| (Obj. #) | Requirement Category | Requirement Number | Requirement | Tax Program | Priority | |||||||||
| (Max Scored Points: 9) | "Bidder's Response | |||||||||||||
| (Bidder agrees to meet or exceed the requirement)" | Bidder's Response | |||||||||||||
| to Mandatory Scored Requirements | How the Requirement Will Be Met | |||||||||||||
| (Use Dropdown Menu) | Main Business Capability/Function | Sub Business Capability/Function | Business Process | Requirement Type | Business Owner/ Stakeholder | |||||||||
| 1.0 | Business Objective: Create an Assessee e-File Web Portal for Tax Schedule and Form Submissions to Reduce Email, USPS Mail, and Fax up to 97%. | |||||||||||||
| 1.0 | Assessee e-File Portal | 1.01.00 | Ability for Assessee to provide and upload any file attachments. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.01.01 | Upload "CSV", "PDF", "TXT", and "JPEG" file types. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.02.00 | Ability for Assessee to manually enter and fill out tax schedule forms. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.02.01 | Check and cleanse data entry such as a number in a numeric field and expected character entry is correct without using external paid data source subscription services. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.02.02 | Validate data field entries are correct per business rules without using external paid data source subscription services. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.03.00 | Provide the ability to perform real-time data entry or file upload validation. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.03.01 | Provide the ability to accept only "CSV", "PDF", "TXT", or "JPEG" file types to upload to the system. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.04.00 | Ability to provide the assessee with some form of file upload or download success or failure confirmation, such as, but not limited to, an email or on-screen pop-up notice. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.04.01 | The system shall provide a BOE-branded confirmation email after all files are uploaded. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.04.02 | Provide a BOE branded response email confirmations where needed. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.04.03 | Provide acknowledgment that form submissions are successful (after button click). | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.05.00 | Ability to provide an Assessee e-file web portal account user profile parameters to include but not limited to: | PRC/BR | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||||
| 1.0 | Assessee e-File Portal | 1.05.01 | Principle or Primary Owner. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.05.02 | Multiple authorized delegate user access. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.05.03 | Entity/Assessee USPS Mailing Address. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.05.04 | Principle Location Address. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.05.05 | All Assessee respective email address, mobile and landline phone numbers, and work location address. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.05.06 | Need one “Gate Keeper” Account Owner/Admin to authorize delegate login users. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.05.07 | Provide multiple delegate users, a minimum of four. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.05.08 | Provide an email notification to the "Gate Keeper" when any company profile or security changes (password changes, removing or adding a delegate) have been done. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.05.09 | Non-Company Assessee filers have 1 calendar year access only and are terminated thereafter. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.05.10 | Provide restricted access/viewing of data per login user. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.06.00 | Provide the ability for the Assessee to file for a tax filing extension and to back-end automate the extension review, approval, and tax consequence computational needs. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.06.01 | Provide an extension request form to be filled out. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.06.02 | Provide at a minimum of 3 extension requests, but they must be submitted one at a time. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.06.03 | Provide email communication of extension request approval and new due date. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.06.04 | Provide the ability to change the lien date (leap year; law changes; etc.). | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.07.00 | Provide the ability to "flag" special document uploads for specific workload flows such as appeals, audit, etc. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.07.01 | Assessee flags their document per the drop-down selection options, such as appeals supplement, legal letter, etc. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.07.02 | Provide the BOE with the ability to administer the Assessee’s flagged document to key stakeholders. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.08.00 | Provide the ability to log and chronologically journal all assessee activity in their e-file web portal that includes, but is not limited to: | PRC/BR | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||||
| 1.0 | Assessee e-File Portal | 1.08.01 | Logins and Logouts. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.08.02 | All Account profile and security changes. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.08.03 | Account file uploads and downloads. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.08.04 | Account file modifications. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.08.05 | Manual data entry changes. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.08.06 | Form Submissions. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.08.07 | Log / Journal to be viewed by Assessee Account gatekeeper/admin and BOE employees. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.09.00 | Provide an e-File web portal that is modern, attractive, and yet fully WCAG ADA Compliant to the WCAG 2.2 or the latest industry standard levels. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.10.00 | Provide the ability for the e-file web portal to send a corresponding alert via email to the responsible account owner/user(s) and BOE employee(s) of key account activity, such as, and not limited to: | PRC/BR | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||||
| 1.0 | Assessee e-File Portal | 1.10.01 | Account login. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.10.02 | All Account profile and security changes. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.10.03 | Account file deletions. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.10.04 | Account file modifications. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Non-Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.11.00 | Provide the ability to pre-determine tax forms/schedules to be completed and the required supplemental filing statement attachments for submission by the Assessee business and industry type. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.12.00 | Provide the ability to manually enter the assessee paper filing data into their account or BOE employee data entry from work assignments. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.13.00 | Provide a secure web portal with, at a minimum, the key features consisting of 1.13.01 through 1.13.09. | PRC/BR | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||||
| 1.0 | Assessee e-File Portal | 1.13.01 | Provide Multi-Factor Authentication (MFA) using SMS codes or an authenticator application to verify user identity. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.13.02 | Provide SSL/TLS Encryption to secure the connection between a user's browser and the BOE e-file portal, protecting data in transit from being intercepted. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.13.03 | Provide data encryption to protect data stored on the portal's servers (at rest) and data being transmitted (in transit). | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.13.04 | Provide Role-Based Access Control (RBAC) to assign users specific roles (e.g., admin, customer, employee), which determine what data and features they can access, modify, or share within the portal. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.13.05 | Provide strong password policies to enforce the creation of complex passwords to prevent unauthorized access through brute-force attacks. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.13.06 | Provide the provision for using "Pass Keys," such as human biometrics (e.g., Facial Recognition, Fingerprint swipe, etc.). | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.13.07 | Provide the provision with the option for the login person to view (the "eyeball") the password as it is typed in. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.13.08 | Provide secure file sharing and storage that includes features for secure upload, download, version control, and sharing of documents, often with encryption for all file operations. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.13.09 | Provide the ability e-file web portal compliance adherence to industry standards like SOC 2, which involves independent verification of data security practices. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.14.00 | Provide a scalable web portal to meet the current needs of 2,000 login users and the future needs of the BOE assessee login users of 6,000. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.14.1 | Provide the assessee or client login access point to the solution on the boe.ca.gov home page. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 1.0 | Assessee e-File Portal | 1.14.2 | Provide a connecting link to the current BOE pay online web page (https://boe.ca.gov/paymentportal/) for assesses to make any payments. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create an Assessee e-File Web Portal for Tax Schedule Submissions | E-filing of Returns and other Documents | Filing of Property Statements | Functional | SAPD | ||
| 2.0 | Business Objective: Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules to Reduce Manual Intervention up to 98% | |||||||||||||
| 2.0 | Tax Calculations | 2.01.00 | The Solution shall implement all the respective business rules for system calculations. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.01.01 | The solution shall merge and correspondingly update all respective file names and contents due to a multiple company merger into a new business entity. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Business Entity | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.01.02 | The solution shall perform and validate real property appraisal to determine land value AND Tax Rate Area (TRA) on an annual basis. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.01.03 | Provide the ability to fully process and calculate the annual property statement filing by the assessee. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.01.04 | Provide the ability to fully classify real property. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Classify Real Property | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.01.05 | Provide the ability to add photos, forms, documents, and worksheets to the land record. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Land Records | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.01.06 | Provide the ability to Auto-flag when any predetermined contracts (i.e., rental, lease, etc.) end. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.01.07 | Provide the ability to “link” / use data for value computation. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.01.08 | Provide the ability to “link” / use data for value computation. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.01.09 | Provide the ability to support a “side schedule” with calculations. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.01.10 | Provide the ability to flag allocation factors for California property vs National property or a mix of California and National. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.01.11 | Provide the ability to handle and calculate multiple tax rate areas. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.02.00 | The solution shall calculate and generate the board roll. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.02.01 | The solution shall ensure a Board Roll calculation and generation workflow process that complies with all State Statutes in this regard. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.02.02 | Provide the ability to generate the Board Roll in a to-be-determined format that is acceptable for the 58 Counties. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.03.00 | Provide the ability to calculate and determine the allocation factor(s) for each assessee to the respective 58 counties. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.04.00 | The solution shall calculate penalties and interest per business rules. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.04.01 | Provide the ability to track and show assessee penalty history for a minimum of 15 rolling years. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.04.02 | Provide the ability to have an adjustable statutory deadlines for all assessees disasters. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.04.03 | Provide the ability to turn “on” or “off” penalty calculations | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.05.00 | The solution shall computationally match the BOE board roll allocation to match the Board Member-approved valuation to the dollar. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.06.00 | Provide a Service Level Agreement (SLA) for the determination, review, and approval process for an Assessee's tax filing extension request. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.06.01 | Provide a tax filing extension request workflow process with the necessary industry or business account owner and supervisory approvals. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.06.02 | Provide the ability to hold penalties until all approvals have been completed and the corresponding extension request approval or denial communicated to the assessee applicant. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.07.00 | Provide the ability to calculate, journal, and make retroactive Board Roll Adjustments, Board Roll Corrections, and PRC Roll Corrections for the Previous Year, the Current Year, and up to the last prior years for Board review and approval. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.08.00 | The solution shall performs an accurate calculation of values. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.08.01 | Provide the ability to provide and show strategic and critical subtotal amounts in the calculation sequences. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.08.02 | Provide the ability to reconcile and validate subtotal amounts in the current and prior 4 years. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.08.03 | Provide the ability to select and apply a respective percentage of the 3 primary valuation methods of cost, income, and market such that the total evaluation percentage is 100% per assessee in determining its board roll assessed value. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.09.00 | Provide the ability to accurately calculate the number of rail car active and shop days. | PRC | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.09.01 | Provide the ability to ingest and extract respective rail car and shop days per calendar year based on “date in” and “date out” of the state of California from respective data files. | PRC | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.09.02 | Provide the ability to detect railcar data spanning multiple calendar years from the respective data files. | PRC | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.10.00 | Provide the ability to calculate a calendar leap year event for all calculations. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.11.00 | Provide the ability to enter values for different roll years. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.11.01 | Ensure the solution capability to isolate user access and work between the current and next year's Board Roll tax assessment and allocation work. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.11.02 | Provide the ability at a predetermined instant in time to backfill or back populate the next year’s advance work to become the current year's tax assessment and allocation work. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.11.03 | Provide the ability to prepopulate the prior year's schedule data into the current year filing schedules for online e-filers to facilitate the current year's tax assessment and allocation data entry work. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.12.00 | Provide the ability to interface and retrieve the external rail car data from the following sources:. | PRC | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.12.01 | 1. CHARM (Car Hire Accounting Rate Master) . | PRC | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Non-Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.12.02 | 2. Rail Inc. . | PRC | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Non-Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.12.03 | 3. Official Railway Equipment Register Book (ORER). | PRC | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Non-Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.12.04 | Provide the ability to find and sort error discoveries from car and shop day appraisal data reports. | PRC | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Automate and Streamline Tax Computations, Allocation Computations, and Tax Collections Per Business Rules | Tax and Allocations Computations and Tax Collections | Calculations | Non-Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.13.00 | Provide the ability to create a workflow to automate the PRC tax billing, e-payment, and collections enforcement for complete account management. | PRC | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Rail Car | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.14.00 | Provide a central solution wide calendaring function and allocating predetermined task durations to all workflows and business processes while comprehending California State Holidays and weekends. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Calculations | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 2.0 | Tax Calculations | 2.15.00 | The solution should have the flexibility to add or absorb calculations for an entirely new assessee industry type or jurisdiction. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Calculations | Tax and Allocations Computations and Tax Collections | Calculations | Functional | SAPD | ||
| 3.0 | Business Objective: Create a Case Management Capability to Better Facilitate BOE Assessee Account Management to Reduce Account Research and Management Hours up to 75% | |||||||||||||
| 3.0 | Case Management | 3.01.00 | Provide the ability to workflow automate account notices and reminders of tax filing obligations via email and/or USPS Mail per business rules. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.01.01 | Provide the ability to transmit via email or USPS paper mail per statutory law. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.01.02 | Provide the ability to track, but not limited to: date of letter, date sent, notification type, means of delivery, etc. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.02.00 | The solution shall store taxpayer addresses and profiles data in a single database or data repository. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.03.00 | Provide the ability to log and track assessee tax filing extensions in the assessee account activity history. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.04.00 | Provide the ability to set an account audit flag per business rules and parameters. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.04.01 | Provide a comment box or “traveling note” with the audit flag initiation. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.04.02 | Provide the ability to set the audit flag manually or automatically by predetermined audit factors. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.05.00 | Provide an electronic "traveling notes" page with every document approval routing and workflows. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.05.01 | Provide the appropriate read acknowledgments to the “traveling notes” with the corresponding traveling note initiator “to read” thread. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.06.00 | Provide the ability to record and provide an audit trail, journaling of BOE users of the solution. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.07.00 | Provide the ability to log and journal all assessee activity in their e-file web portal account. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.08.00 | The solution shall perform intelligent search queries to access all the assessment and assessee account data with the following means, but not limited to items in 3.08.01-3.08.06: | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.08.01 | Search from ALL predefined search fields (To Be Determined). | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.08.02 | Provide search capabilities utilizing wildcard characters. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.08.03 | Provide rudimentary search result capability, such as, but not limited to, sorting and filtering. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.08.04 | Provide the ability to export search results to a Microsoft Excel-compatible format for further data analysis. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.08.05 | Provide the ability to line-enter Boolean search queries. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.08.06 | Provide the ability to search via intelligent “Google” search engine algorithms. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.09.00 | Provide an Easy-to-use case management graphical user interface (GUI). | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.10.00 | Provide a 58-county login “side portal” to facilitate BOE and county auditor email communication and document downloads and uploads. | PRC/BR | Mandatory-Scored | [ ] Yes or [ ] No | Please Type In Response: | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.10.01 | Provide the ability to communicate with various counties via predetermined email distribution lists. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.10.02 | Provide the ability to track BOE and County document downloads and uploads. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 3.0 | Case Management | 3.11.00 | The solution shall provide a means, such as a "master assessee tax filing template" and management system for each assessee account to determine its tax schedule forms requirements for filing, what key tax data elements (fields) are to be extracted for computation and/or archival, and task due dates. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create a Case Management Capability to Better Facilitate BOE Assessee Account Management | Case Management | Case Management | Functional | SAPD | ||
| 4.0 | Business Objective: Create and Enable a Paperless Business Workflow Environment to Reduce Paper and USPS Mailing Costs up to 90% | |||||||||||||
| 4.0 | Paperless Workflow | 4.01.00 | Provide the ability to digitize the paper filings and subsequently store them in the central data storage repository per the data governance requirements of categorization, with metadata fields determined. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create and Enable a Paperless Business Workflow Environment | Paperless Workflow | Paperless Workflow | Functional | SAPD | ||
| 4.0 | Paperless Workflow | 4.01.01 | Provide a Legal Flag. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create and Enable a Paperless Business Workflow Environment | Paperless Workflow | Paperless Workflow | Functional | SAPD | ||
| 4.0 | Paperless Workflow | 4.01.02 | Provide a Litigation Hold Flag. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create and Enable a Paperless Business Workflow Environment | Paperless Workflow | Paperless Workflow | Functional | SAPD | ||
| 4.0 | Paperless Workflow | 4.01.03 | Provide a pop-up bubble or message window to communicate an important legal case issue. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create and Enable a Paperless Business Workflow Environment | Paperless Workflow | Paperless Workflow | Functional | SAPD | ||
| 4.0 | Paperless Workflow | 4.02.00 | Provide the ability to generate the statutory appeals results document electronically. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create and Enable a Paperless Business Workflow Environment | Paperless Workflow | Paperless Workflow | Functional | SAPD | ||
| 4.0 | Paperless Workflow | 4.02.01 | Provide the ability to customize the annual LTA (Letters to the Assessor) report for the 58 counties (appeals that occurred in their county) and make it WCAG-compliant for the BOE open data portal (ODP). | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create and Enable a Paperless Business Workflow Environment | Paperless Workflow | Paperless Workflow | Functional | SAPD | ||
| 4.0 | Paperless Workflow | 4.03.00 | Provide the ability to transmit statutorily required reports electronically. | PRC/BR | Mandatory-Pass/Fail | [ ] Yes or [ ] No | No Response Required | Create and Enable a Paperless Business Workflow Environment | Paperless Workflow | Paperless Workflow | Functional | SAPD |
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