What the buyer needs
AI summaryThe City of Sacramento seeks a cloud-based business operations tax system to serve as a functional billing system and comprehensive database of business, financial, and customer data. The system must include an online portal for applications, renewals, and payments, along with automated renewal, delinquency, certificate issuance, electronic noticing, compliance tracking, and customized reporting capabilities. Only onshore USA organizations are eligible to bid, and the work will be performed offsite under a one-year contract. Questions are due by December 2, 2026, at 5:00 PM PST, and no pre-proposal conference will be held. Proposers must submit their responses in .pdf format by December 16, 2026, at 5:00 PM PST, including a fee schedule, required forms, a transmittal letter, a work plan, project team credentials, and five references. The City will evaluate proposals using a point system based on best value, with optional interviews if necessary.
Scope of work
- Deliver a BOT system supporting multiple business classifications, tax schedules, and penalty/interest rates.
- Provide customer-friendly online portal for applications, renewals, and payment submissions.
- Provide automated renewal, delinquency, certificate issuance, and electronic noticing capabilities.
- Migrate all historical data from the existing BOT system into the new system.
- Integrate via API/SFTP with iNovah, GIS/Esri, F5, CCM/CARA, Chase Paymentus, and PeopleSoft eCAPS.
- Provide flexible, customizable reporting with Microsoft Excel export capabilities.
- Conduct fit/gap analysis, system configuration, testing, and cutover for May 1, 2027 go-live.
- Provide end-user and technical staff training and post-implementation support.
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Qualifications and Experience | Not specified |
| Cost Proposal | Not specified |
| Written Proposals | 105 points (Subtotal 100) |
| Interviews | 52.5 points (Subtotal 50) |
| Total Possible Points | 157.5 points |
Minimum qualifications
- Strong professional and experienced staff and an experienced Project Manager.
- At least 5 references for similar projects.
- Maintain necessary licenses and comply with Federal, State, and local laws.
- City of Sacramento Business Operations Tax Certificate required prior to contract award.
Documents to include with your response
- Transmittal Letter signed by an authorized officer
- Work Plan and Project Schedule
- Project Team credentials and biographies
- At least 5 references
- Fee Schedule and hourly rates
- Attachment 1 - Proposal Signature Form
- Attachment 2 - Payment Discount Form
- Attachment 3 - Equal Benefits Ordinance Declaration of Compliance
- Attachment 5 - Local Business Enterprise 5% Preference Form
- Attachment 6 - Functional Requirements
How to submit
- Method
- Electronic via the City of Sacramento's online bid portal
- Instructions
- Submit proposal in .pdf format and submit fee schedule(s) and hourly rates electronically using the provided rate sheet(s).
