RFI for Tax Incentives and Grants Administration Solution Modernization Service

The agency is seeking information from vendors regarding their vision and recommendations for a modern and manageable tax incentives and grants administration solution. This modernized system must support organizational efficiencies and provide ongoing functionality for both the state agency and external users. The desired solution needs to integrate with required external data sources, offer role-based access controls, and provide tools for generating and exporting user-friendly reports. The scope of work requires a system where agency staff can easily manage program information and generate electronic notifications for internal and external stakeholders. The platform must allow users to create program applications, verify eligibility, perform due diligence, track progress, and score applications. Additionally, the system must support communication and contact management, including account creation for up to six contacts, mass communications, document uploads, approval routing, and confidentiality flagging. The agency requires robust search tools, data query capabilities, calculation functions, and mobile access for viewing and editing information on smartphones or tablets. Only onshore organizations based in the United States are eligible to respond to this request. Vendors must perform all work offsite and submit their responses digitally via email or online. The agency is currently looking for proposals to determine the budget and has not disclosed specific key dates in the request.