RFP-_ORR_Collection_Software_Appendix_B.pdf

Request for Proposal Revenue Recovery Collection Technology Solution Page 1 of 1

APPENDIX B

BUSINESS REQUIREMENTS AND RESPONSE FORM

Please provide a detailed and comprehensive narrative response to each item in the order listed below.

Do not include or refer to links or websites but include the written material from those sites/sources in your response below.

Please use letters and numbers to identify your response as it correlates to each item. Do not modify the order, format, or font.

All information provided should be verifiable by documentation if requested by the County. Failure to provide information, inaccuracy or misstatement may be sufficient cause for rejection of the proposal or rescission of an award.

A General Requirement A.1 System shall be a single comprehensive solution for a centralized operation for debt collections and delinquency management.

Please provide a high-level overview of your proposed solution.

B Data Migration and Data Extraction Requirement B.1 System shall have the ability to incorporate migrated and stored data from Ontario Systems

Revenue Plus Collection System (RPCS) with data dating back more than 20 years. Data currently includes active and inactive accounts.

Please explain how your solution will handle this data conversion and migration.

C. Interface with Required Software Applications and Systems C.1 System will be required to interface with existing County systems to transfer business process information to allow for collaboration between CentralSquare ONESolution (Finance Enterprise) and its business partners and vendors.

Please explain how your solution will address this requirement. In your description, please include the strategy for data exchange i.e. batch vs real-time.

C.2 System will be required to interface with existing local Superior Court system, Journal Technologies eCourt, to receive applicable case-related information, including fines and Court-Ordered Debt.

C.3 Ability to interface with California Franchise Tax Board for Court-Ordered Debt and Tax Intercept programs.

C.4 Ability to interface with Experian and TransUnion credit reporting agencies on collection accounts.

C.5 Ability to interface with California Employment Development (EDD) on employment data of debtors.

D. Implementation Plan D.1 Provide a detailed project implementation plan which includes:

• Implementation methodology

• Proposed timeline

• Project milestone

• Schedule for project completion

E. Quality Assurance (QA) Testing (must be included in the data migration plan).

E.1 QA testing and check-in approach for each path.

E.2 Segmented QA testing with periodic (at minimum weekly) check-in and approval sign-off on the completion of each stage of implementation.

Appendix B