Tax_Software_Matrix.xlsx
XLSX spreadsheet 22 KB Posted
- Attached to
- Tax Software
- Solicitation number
- RFP #27002
- Issued by
- Greenville County, South Carolina
About this file
This is a Tax Software Requirements Matrix for Greenville County, South Carolina, detailing comprehensive functional and technical specifications for a new tax and auditor software system to replace the county's aging platforms. The matrix documents mandatory and high-priority requirements across nine functional categories: General IT requirements, Auditor functions, Tax Collection operations, Real Property Services, Treasurer/Finance integration, Reporting capabilities, System Integrations, Technical & Security standards, and Training and Support services. The General category requires data migration, validation, entity maintenance, and audit logging. The Auditor section specifies search capabilities using multiple field types (VIN, account number, name, address, plate number, map number, permit number, and SCDOR reference ID), bill creation within 60 seconds, GIS integration, and unlimited remarks with operator history. The Tax Collection category encompasses 44 requirements including point-of-sale cashiering, multiple payment methods, tax sale functionality, bankruptcy processing, payment reporting, and real-time DMV interface capabilities.
The Real Property Services section contains 56 mandatory requirements addressing homestead processing, mobile home management, exemption handling, rollback file management, and value updates across multiple districts. The Treasurer/Finance requirements mandate integration with the Munis financial system for allocations, accounts payable, and refund processing, while Reporting requirements include entity collection reports, assessed value analysis, year-over-year comparisons, and GASB-77 automated reporting. Integration requirements specify mandatory connections to GIS, County Valuation System, Assessor System, Munis Financials, and DMV, with high-priority interfaces to receipt printers, posting companies, and newspaper publishers. Technical and Security standards require role-based security, encryption in transit and at rest, detailed audit logs, disaster recovery capabilities, and SOC 2 or ISO 27001 certification. Training and Support requirements mandate onsite administrator training, remote end-user training, 24x7 technical support with one-hour response time, dedicated support specialists, and defined Service Level Agreements.
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Other files
| File | Type | Posted |
|---|---|---|
| Tax_Software_(Addendum_#1_Revision).pdf | ||
| Tax_Software.pdf | ||
| COG_Sub_W9_.pdf | ||
| Sample_Services_Agreement.pdf |
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Text version
Sheet1
| Vendor Response Key | ||||
| Response | Definition | |||
| C | Compliant – Meets requirement without customization | |||
| CC | Compliant with Configuration | |||
| CU | Compliant with Customization | |||
| TP | Meets requirement through Third-Party Integration | |||
| PC | Partially Compliant | |||
| NC | Not Compliant | |||
| NA | Not Applicable | |||
| IT Software Requirements Matrix | ||||
| ID | Category | Priority | Vendor Response | Description/Comments |
| G-1 | General - Migrate historical and current tax billing data | Mandatory | ||
| G-2 | General - Validate migrated data prior to production | Mandatory | ||
| G-3 | General - Maintain tax entities and fee schedules internally | Mandatory | ||
| G-4 | General - Workflow approvals with configurable routing | Mandatory | ||
| G-5 | General - Complete audit logs for all transactions | Mandatory | ||
| Auditor Requirements | ||||
| ID | Requirement | Priority | Vendor Response | Description/Comments |
| A-1 | Search using VIN | Mandatory | ||
| A-2 | Search using Account Number | Mandatory | ||
| A-3 | Search using Name | Mandatory | ||
| A-4 | Search using Address | Mandatory | ||
| A-5 | Search using Plate Number | Mandatory | ||
| A-6 | Search using Map Number | Mandatory | ||
| A-7 | Search using Permit Number | Mandatory | ||
| A-8 | Search using SCDOR Reference ID | Mandatory | ||
| A-9 | Search using combinations of search fields | Mandatory | ||
| A-10 | Accept annual County work files | Mandatory | ||
| A-11 | Accept monthly County work files | Mandatory | ||
| A-12 | Access historical tax data during processing | Mandatory | ||
| A-13 | Link multiple bill types to one taxpayer | Mandatory | ||
| A-14 | Unlimited addresses per customer | Mandatory | ||
| A-15 | Create tax bills in ≤10 steps | Mandatory | ||
| A-16 | Create bills within 60 seconds | Mandatory | ||
| A-17 | GIS integration for tax districts | Mandatory | ||
| A-18 | Interface with County valuation system | Mandatory | ||
| A-19 | Print bills within 10 seconds | High | ||
| A-20 | Support three addresses on bill | Mandatory | ||
| A-21 | Edit existing tax bills | Mandatory | ||
| A-22 | Automatically recalculate taxes after edits | Mandatory | ||
| A-23 | Attach electronic documents | Mandatory | ||
| A-24 | Print/email/mail forms with auto-populated data | High | ||
| A-25 | Fee-in-Lieu tax billing | Mandatory | ||
| A-26 | Copy existing tax bills | High | ||
| A-27 | Complete bill history with timestamps and user | Mandatory | ||
| A-28 | Convert BPP Item Type 18 to Item Type 15 | Mandatory | ||
| A-29 | Generate Excel-format bills | High | ||
| A-30 | Unlimited remarks with operator history | Mandatory | ||
| Tax Collection Requirements | ||||
| ID | Requirement | Priority | Vendor Response | Description/Comments |
| T-1 | Import Assessor records | Mandatory | ||
| T-2 | Import Auditor records | Mandatory | ||
| T-3 | Full GIS integration | Mandatory | ||
| T-4 | Tax Sale functionality | Mandatory | ||
| T-5 | Unlimited event/note log | Mandatory | ||
| T-6 | Point-of-sale cashiering | Mandatory | ||
| T-7 | Multiple payment methods | Mandatory | ||
| T-8 | Single tap/swipe/insert for bill and fee payments | Mandatory | ||
| T-9 | Receipt printing | Mandatory | ||
| T-10 | Interest and penalty calculations | Mandatory | ||
| T-11 | Batch processing | Mandatory | ||
| T-12 | Write-off processing | Mandatory | ||
| T-13 | Bankruptcy processing | Mandatory | ||
| T-14 | Bill presentment | Mandatory | ||
| T-15 | Payment reporting by payment type | Mandatory | ||
| T-16 | Multi-field account lookup | Mandatory | ||
| T-17 | DMV payment interface | Mandatory | ||
| T-18 | Force oldest bills paid first | Mandatory | ||
| T-19 | Single payment for multiple bills | Mandatory | ||
| T-20 | Real-time payment verification API | Mandatory | ||
| T-21 | Interface with third-party receipt printers | High | ||
| T-22 | Interface with posting companies | High | ||
| T-23 | Interface with newspapers for legal notices | High | ||
| T-24 | Ability to have unlimited number of addresses of varying types (i.e. mailing, location, etc. | Mandatory | ||
| T-25 | Unlimited or dynamic character limit for longer customer/address names | Mandatory | ||
| T-26 | Split payment functionality | High | ||
| T-27 | Internal tax sale cost table that can be modified & expanded | Mandatory | ||
| T-28 | Tax sale cost table automated functionality to add costs at a specified date/event | High | ||
| T-29 | Search by transaction date | High | ||
| T-30 | Search by amount paid | High | ||
| T-31 | Search by payment type | High | ||
| T-32 | Search by taxpayer | High | ||
| T-33 | Search by tax type | High | ||
| T-34 | Ability to correct erroneous payments via transferring to correct account, voiding or refunding | Mandatory | ||
| T-35 | Ability to pull past due balances automatically into the taxpayer's cart online and at the counter | High | ||
| T-36 | Ownership history file with unlimited owner capacity | High | ||
| T-37 | Ability to report to posting vendor account updates on an by-minute basis | High | ||
| T-38 | Ability to print tax sale history by multiple criteria (date range/tms number/owner) | High | ||
| T-39 | Ability to automate report creation of current and historical overage amounts | Mandatory | ||
| T-40 | Ability to load/build/maintain a tax sale exemption file | High | ||
| T-41 | Tax Sale auction screen that can be displayed during the tax sale | High | ||
| T-42 | Tax Sale auction collection screen with capability to collect payments | Mandatory | ||
| T-43 | Ability to print tax sale items list for bidders | Mandatory | ||
| T-44 | Ability to calculate deep stamp cost based on bid amount | Mandatory | ||
| T-45 | Ability to create bidder cards | Mandatory | ||
| T-46 | Ability to track unpaid bids and log through judicial process for collection | High | ||
| T-47 | Ability to create a public tax sale file | Mandatory | ||
| T-48 | Ability to create files for posting/advertising/demand and certified notices independently | Mandatory | ||
| T-49 | Ability to Nulla Bona accounts of all tax types | Mandatory | ||
| T-50 | Ability to access notes from a scheduled report or directly in the account | Mandatory | ||
| T-51 | Ability to load bankruptcy documentation directly to impacted accounts | High | ||
| T-52 | Ability to flag bankruptcy accounts in the general tax inquiry | Mandatory | ||
| T-53 | Ability to access the original tax notice and reprint/email to taxpayer | Mandatory | ||
| T-54 | Ability to reprint paid tax receipt valid for SCDMV | Mandatory | ||
| T-55 | Ability to create automated payment reports for any duration by tax type or payment medium | High | ||
| T-56 | Ability to add functionality as legislation/operational changes dictate | Mandatory | ||
| T-57 | Ability to update, in real-time, vehicle property tax payments with SCDMV | Mandatory | ||
| T-58 | Ability to integrate with Kiosk vendors to allow for payments/late fees/ decal printing off-site | Mandatory |
| Real Property Services Requirements | ||||
| ID | Requirement | Priority | Vendor Response | Description/Comments |
| RPS-1 | Ability to update bill information for legal residence/homestead/addresses | Mandatory | ||
| RPS-2 | Ability to process refunds for value changes resulting in a reduction of the tax burden | Mandatory | ||
| RPS-3 | Ability to update acres > 5.0 at 4% ratio | Mandatory | ||
| RPS-4 | Ability to update jurisdiction (1) and values (0) | Mandatory | ||
| RPS-5 | Ability to update mobile homes with invalid jurisdiction or tax district | Mandatory | ||
| RPS-6 | Ability to updated access value to 0 for exempt properties | Mandatory | ||
| RPS-7 | Ability to define multi-district % errors | Mandatory | ||
| RPS-8 | Ability to categorize property as low value - tax bill calculation will not process | Mandatory | ||
| RPS-9 | Ability to update invalid TMS#s for real property and mobile homes | Mandatory | ||
| RPS-10 | Ability to categorize property at 4% without land assessment | Mandatory | ||
| RPS-11 | Ability to categorize agricultural use properties not at 4% | Mandatory | ||
| RPS-12 | Ability to allocate a % of value between split districts | Mandatory | ||
| RPS-13 | Ability to automatically pull GIS data from RPS files nightly - administrative date | Mandatory | ||
| RPS-14 | Ability to automatically pull GIS data from RPS files nightly - mapping and appraisal data | Mandatory | ||
| RPS-15 | Ability to update fees for at least 28 different entities | Mandatory | ||
| RPS-16 | Ability to pull data and send to specified entity for TY fee update | Mandatory | ||
| RPS-17 | Ability to automate process to load fees to tax software | Mandatory | ||
| RPS-18 | Mobile Home master file functionality | Mandatory | ||
| RPS-19 | Mobile Home moving permit function | Mandatory | ||
| RPS-20 | Mobile Home parking listing function | Mandatory | ||
| RPS-21 | Ability to maintain assessment change codes | Mandatory | ||
| RPS-22 | Ability to update RP and PC with GAMA data automatically | Mandatory | ||
| RPS-23 | Ability to manually change a value | Mandatory | ||
| RPS-24 | Tax estimator on the public facing portion of the County's website | Mandatory | ||
| RPS-25 | Ability to build file for GIS ownership and assessment history | Mandatory | ||
| RPS-26 | Ability to create/edit a standard report for fire districts | Mandatory | ||
| RPS-27 | Ability to create real property assessment notices | Mandatory | ||
| RPS-28 | Ability to apply stormwater exemptions in batches or individually | Mandatory | ||
| RPS-29 | Ability to note accounts with USPS Undeliverable in tax software | Mandatory | ||
| RPS-30 | Ability to update Rollback file before tax bills are created | Mandatory | ||
| RPS-31 | Ability to update market and assessed value per district/real estate/ mobile homes | Mandatory | ||
| RPS-32 | Ability to create a value report by entity | Mandatory | ||
| RPS-33 | Ability to pull/upload data from Codes department's lien file for tax bill corrections/updates | Mandatory | ||
| RPS-34 | Ability to pull/upload DOR exempt file for stormwater abatements | Mandatory | ||
| RPS-35 | Rollback add and correction screen accessible by real property staff | Mandatory | ||
| RPS-36 | Ability to bring up yearly rollback adds in mass | Mandatory | ||
| RPS-37 | Ability to manually edit exempt properties/exemptions | Mandatory | ||
| RPS-38 | Ability to create a report that notes parcels on DOR exempt file not on RPIS | Mandatory | ||
| RPS-39 | Ability to create a report that notes parcels on RPIS exempt file not on DOR exempt file | Mandatory | ||
| RPS-40 | Report of history of inactive homestead parcels at 4% | Mandatory | ||
| RPS-41 | Ability to run a yearly program to edit file and submit to DOR for reimbursement | Mandatory | ||
| RPS-42 | Ability to pay records when DOR reimbursement check is received | Mandatory | ||
| RPS-43 | Ability to check for jurisdiction 'M' -- adds mobile home and land together for homestead purposes | Mandatory | ||
| RPS-44 | Ability to update land values for item code 85 -- mobile home and land charged together | Mandatory | ||
| RPS-45 | Ability to automatically process decals for mobile homes with zero balance | Mandatory | ||
| RPS-46 | Ability to process real estate accounts with zero balance | Mandatory | ||
| RPS-47 | Ability to update name overlay on tax bills | Mandatory | ||
| RPS-48 | Ability to update district on mobile home file for tax bills | Mandatory | ||
| RPS-49 | Ability to update rollback file on tax bills -- add a year and drop a year | Mandatory | ||
| RPS-50 | Ability to apply homestead on tax bills | Mandatory | ||
| RPS-51 | Ability to update account # on mobile home file for tax bills | Mandatory | ||
| RPS-52 | Control file maintenance capability to update assessment year | Mandatory | ||
| RPS-53 | Control file maintenance capability to update current mobile home year | Mandatory | ||
| RPS-54 | Control file maintenance capability to update current BR year | Mandatory | ||
| RPS-55 | Control file maintenance capability to update current year | Mandatory | ||
| RPS-56 | Ability to create adhoc reports as needed | Mandatory |
| Treasurer / Finance Requirements | ||||
| ID | Requirement | Priority | Vendor Response | Description/Comments |
| F-1 | Unlimited allocation percentages | Mandatory | ||
| F-2 | GL account mapping tables | Mandatory | ||
| F-3 | Interface with Munis deposit journals | Mandatory | ||
| F-4 | Interface with Munis allocation journals | Mandatory | ||
| F-5 | Interface with Munis Accounts Payable | Mandatory | ||
| F-6 | Create AP refunds | Mandatory | ||
| F-7 | Interface issued refund checks | Mandatory | ||
| F-8 | Interface voided refund checks | Mandatory | ||
| F-9 | FILOT allocations | Mandatory | ||
| Reporting Requirements | ||||
| ID | Requirement | Priority | Vendor Response | Description/Comments |
| R-1 | Entity collection reports | Mandatory | ||
| R-2 | Top taxpayer reports | Mandatory | ||
| R-3 | Assessed value reports | Mandatory | ||
| R-4 | Year-over-year reporting | Mandatory | ||
| R-5 | Operator transaction reports | Mandatory | ||
| R-6 | Transaction type reports | Mandatory | ||
| R-7 | Period activity reports | Mandatory | ||
| R-8 | Refund reports | Mandatory | ||
| R-9 | Refund history | Mandatory | ||
| R-10 | In-house reporting/data access | Mandatory | ||
| R-11 | GASB-77 Automated reporting | Mandatory | ||
| R-12 | Automated yearly report for Administration of Total Municipal Vehicle Collections by period for specific entities | Mandatory | ||
| Integration Requirements | ||||
| ID | Integration | Priority | Vendor Response | Interface Method |
| I-1 | GIS | Mandatory | API/File | |
| I-2 | County Valuation System | Mandatory | API/File | |
| I-3 | Assessor System | Mandatory | API/File | |
| I-4 | Munis Financials | Mandatory | API | |
| I-5 | DMV | Mandatory | API | |
| I-6 | Internet Payment Vendor | Mandatory | API | |
| I-7 | Receipt Printers | High | Driver/API | |
| I-8 | Posting Companies | High | File/API | |
| I-9 | Newspaper Publishing | High | Electronic Export | |
| Technical & Security Requirements | ||||
| ID | Requirement | Priority | Vendor Response | Description/Comments |
| TS-1 | Role-based security | Mandatory | ||
| TS-2 | Multi-factor Authentication | High | ||
| TS-3 | Single Sign-On (Active Directory/Entra ID/SAML) | High | ||
| TS-4 | Encryption in transit | Mandatory | ||
| TS-5 | Encryption at rest | Mandatory | ||
| TS-6 | Detailed audit logs | Mandatory | ||
| TS-7 | Disaster Recovery capabilities | Mandatory | ||
| TS-8 | Backup and restore procedures | Mandatory | ||
| TS-9 | SOC 2, ISO 27001, or equivalent security certification | High | ||
| TS-10 | REST APIs for integrations | Mandatory | ||
| TS-11 | Browser-based interface | Preferred | ||
| TS-12 | Mobile compatibility | Preferred | ||
| Training Requirements | ||||
| ID | Requirement | Priority | Vendor Response | Description/Comments |
| TR-1 | Onsite administrator training | Mandatory | ||
| TR-2 | Remote end-user training | Mandatory | ||
| TR-3 | Role-based training | Mandatory | ||
| TR-4 | Go-live onsite support | Mandatory | ||
| TR-5 | Training documentation | Mandatory | ||
| Support Requirements | ||||
| ID | Requirement | Priority | Vendor Response | Description/Comments |
| S-1 | 24x7 Technical Support | Mandatory | ||
| S-2 | One-hour response time | Mandatory | ||
| S-3 | Dedicated support specialists | Mandatory | ||
| S-4 | Software enhancements included | Mandatory | ||
| S-5 | Online support portal | Preferred | ||
| S-6 | Knowledge base/documentation | Preferred | ||
| S-7 | Defined Service Level Agreements (SLAs) | Mandatory |
Sheet2
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