MARION COUNTY

REQUEST FOR INFORMATION

C25102-FI959-21

Release Date: August 2, 2021

Response Due Date: 2:00 p.m. (PST) on August 10, 2021

Submit questions and responses to:

Justin Ford jwford@co.marion.or.us

Electronic copies of this Request for Information (RFI) and attachments, if any, can be obtained from the OR Buys website: https://oregonbuys.gov/bso/view/login/login.xhtml and view the

Marion County Opportunity Number S-C25102-00000401.

SECTION 1: INTRODUCTION

Marion County Assessor’s Office (County) is currently seeking information related to allowing remote/mobile access, automatic routing and selection of subject sites, and real-time processing and project reporting of all data elements within the County’s Computer Assisted Mass

Appraisal Software (CAMA) and Helion Software’s Oregon Counties Assessment and Taxation

System (ORCATS). The County is seeking information from individuals, firms, teams or consultants, with knowledge and experience related to this request.

SECTION 2: BACKGROUND

Located in the heart of the Mid-Willamette Valley, Marion County has a population of 347,818, stretches from the Willamette River to the Cascade Mountains, and encompasses nearly 1,200 square miles. Marion County has 20 cities, including the Oregon’s capital, Salem. The Marion

County government organization is headed by an elected Board of Commissioners and has 15 departments, seven of which are headed by elected officials.

In 2019, the County used cooperative language within an agreement with Klamath County, OR and Helion Software Inc., to enter into its own procurement, licensing and maintenance agreement with Helion Software Inc. The agreement was for Helion’s ORCATS.

SECTION 3: PURPOSE

This RFI is being issued to determine that the ability to acquire a remote/mobile access solution that currently integrates with Helion Software Inc’s ORCATS and meets the specifications in mailto:jwford@co.marion.or.us https://oregonbuys.gov/bso/view/login/login.xhtml

Section 5 is only available from one source. If the responses from this RFI confirm these services are only available from one source, a Sole Source Procurement in accordance with MCPCR 20-

0275 and ORS 279B.085 will be conducted.

SECTION 4: REQUEST

Submit a response to this RFI if you are able to provide a remote/mobile access solution that currently integrates with Helion Software Inc’s ORCATS and meets the specification listed in

Section 5. The County is looking for an established and proven solution that currently meets the specifications below, not a “build as we go” solution. The proposed solution must already exist.

SECTION 5: SPECIFICATIONS

Cloud based mobile solution for field appraisal with administration backend

Existing commercial off the shelf application

Proven implementation in the State of Oregon

Scalable solution, ability for growing parcels

Web based application with existing interface to Helion ORCATS CAMA application

Current ability to interface with Apex Sketch

Current ability to interface with county mapping & imagery data

Current ability to interface with Laserfiche

Mobile application currently has the ability to:

o retrieve data and sync back to the CAMA solution o view and edit details about properties o work offline with ability to sync data when internet service is available o display county mapping & imagery data o capture and display photographs linked to the property record o automatically name captured photographs.

o create and edit property sketches o capture notes, comments, and legal descriptions

Administrative interface currently has the ability to:

o add or edit fields without requiring additional products o assign work to appraisers through tasks and workflows o review fieldwork and make corrections o approve or reject collected data o provide reports and dashboards o optimize routing for field appraisal work

Vendor has the current ability to provide mobile devices and manage application updates

SECTION 6: PUBLIC RECORDS

Respondents should be aware that any records they submit to the County shall become the property of the County and a public record, subject to public disclosure as provided under

Oregon’s Public Records Law.

If it is necessary to submit trade secrets or other confidential information in order to comply with the terms and conditions of this RFI, Responders shall label any information that it wishes to protect from disclosure to third parties as a trade secret under ORS 192.501(2) with the following: "This material constitutes a trade secret under ORS 192.501(2) and is not to be disclosed except as required by law." Each page containing the trade secret or other confidential information must be so marked.

The County shall take reasonable measures to hold in confidence all such labeled information, but shall not be liable for release of any information when required by law or court order to do so, whether pursuant to the Oregon Public Records Law or otherwise and shall also be immune from liability for disclosure or release of information under the circumstances set out in ORS

646.473(3).

In submitting a response, each respondent agrees that the County may; (a) reveal any trade secret or other confidential materials contained in the proposal to County staff and to any outside consultant or third party who is hired by the County and (b) post the response on the County’s intranet for purposes related to its evaluation. Furthermore, each proposer agrees to indemnify and hold harmless the County and each of its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose any material that the respondent has designated as a trade secret and/or as confidential information. Any respondent that designates its entire response as a trade secret may be disqualified.

SECTION 7: DISCLAIMER

This RFI is issued solely for information and planning purposes; it does not constitute a solicitation. There will not be an evaluation or scoring of the material submitted. No information received in response to this RFI will be returned. Responses to this notice are not an offer and cannot be accepted by the County to form a binding contract. Respondents will not necessarily be notified the result of this RFI, or future solicitation opportunities.