Government of New York
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Attachment E – Functional Requirements Response Form
For each requirement below, the Bidder must provide a narrative describing how their proposed System will accommodate the requirement. In addition, the Bidder must identify how the requirement will be met utilizing the following coding:
▪ F Provided fully functional out of the box (no custom development, i.e., no Source Code changes or configurations)
▪ CO Provided fully functional with configuration (no custom development i.e. no Source Code changes)
▪ CU Customization/Software Enhancement (any custom development)
▪ TP Third-Party Products Required to Fully Provide Requirement (Third-Party Product(s) must be proposed)
▪ SR Provided with Standard Report or Reporting Tool
▪ CR Custom Report Development Required
▪ N Not Included in this Proposal
Note: For codes other than “F,” “N” or “SR,” the Bidder must indicate the level of severity of the change utilizing “H” for High, “M” for Medium or “L” for Low.
|Requirement No.|Requirement Status|Requirement |
| |M=Mandatory | |
| |D=Desirable | |
| | |Note: Failure to provide sufficient detail to the mandatory topics of this section will result in the Bidder being deemed non-responsive and removed from further consideration. |
| |
|Functional Requirements |
| Individual Parcel Maintenance (M) |
| |Parcel – See Exhibit 1 – Sample Parcel Information |
| |Narrative to describe the System’s Individual Parcel Maintenance capabilities: |
| | |
| |F |
| |Narrative to describe the System’s Owner / Tax Bill Mailing / Third Party Mailing / Bank capabilities: |
| | |
| | |
| |F |
| |Narrative to describe the System’s Building Permit capabilities: |
| | |
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| |F |
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| | |
| | |Narrative to describe the System’s Exemptions capabilities: |
| | | |
| |F |
| |Narrative to describe the System’s Special District capabilities: |
| | |
| | |
| |F |
| |Narrative to describe the System’s Parcel Site Data capabilities: |
| | |
| |F |
| |Narrative to describe the System’s Land capabilities: |
| | |
| |F |
| |Narrative to describe the System’s Building capabilities: |
| | |
| | |
| |F |
| |Narrative to describe the System’s Improvement capabilities: |
| | |
| |F |
| |Narrative to describe the System’s Valuation capabilities: |
| | |
| | |
| |F |
| |Narrative to describe the System’s Commercial Use capabilities: |
| | |
| | |
| |F |
| |Narrative to describe the System’s Agricultural Assessments capabilities: |
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| |F |
| |Narrative to describe the System’s Cooperatives capabilities: |
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| |F |
| |Narrative to describe the System’s Mobile Homes capabilities: |
| | |
| |F |
| |Narrative to describe the System’s Forest capabilities: |
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| |F |
| |Narrative to describe the System’s Income/Expense capabilities: |
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| |F |
| |Narrative to describe the System’s Sale capabilities: |
| | |
| |F |
| |Narrative to describe the System’s Cross Reference capabilities: |
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| | |
| |F |
| |Narrative to describe the System’s Search capabilities: |
| | |
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| |F |
| |Narrative to describe the System’s Auditing capabilities: |
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| |F |
| |Narrative to describe the System’s Tax Map/Parcel Identifier change: |
| | |
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| |F |
| |Narrative to describe the System’s letters capabilities: |
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| |F |
| |Narrative to describe the System’s Notes capabilities: |
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| |F |
| |Narrative to describe the System’s Parcel Copy capabilities: |
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| |F |
| |Narrative to describe the System’s Property Record Card capabilities: |
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| |Narrative to describe the System’s Data capabilities: |
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| |Group & User Account Management |
| |Narrative to describe the System’s Group and User Account Management capabilities: |
| | |
|The System |F |
|must: | |
| |Narrative to describe the System’s Reference Data Management capabilities: |
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|The System must: |
| |Narrative to describe the System’s Valuation capabilities (the narrative must include whether the cost valuation model will include the source data and updates; or identify the Vendor that the State will need to enter |
| |into contract with, in order to obtain the cost source data – Pricing information must not be included in response to this requirement): |
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|1. |Cost Valuation |
|Land |
| |Narrative to describe the System’s GIS capabilities: |
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|The System must: |
| |Narrative to describe the System’s Sketching capabilities: |
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| |Narrative to describe the System’s Images capabilities: |
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| |Narrative to describe the System’s User Accessories: |
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| |Narrative to describe the System’s Online Public Access capabilities: |
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| |Narrative to describe the System’s Standard Reporting capabilities: |
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| |F |CO |
|5.a. |M |The System must provide an Assessment/Tax Roll Report which is a detailed municipal summary of all active Real Property pursuant to the Taxpayer Bill of Rights and to enable the levy of local Real |
| | |Property taxes for all municipal taxing jurisdictions. This report facilitates local compliance with Article 15-C of the Real Property Tax Law. |
|6.a. |M |The Assessors Report must provide a comparison, in detail and in summary, of the assessment differences between the current and prior roll. It must calculate the Change in Level of Assessment Factor|
| | |between the current and the prior roll. This report facilitates local compliance with Article 15-C of the Real Property Tax Law. |
| | |The System must provide reporting by municipality and roll year. |
|7.a. |M |The System must: |
| | |Provide reporting by municipality and shall operate on the current, active roll year or by other Parcel group construct. |
|8.a. |M |The System shall: |
| | |Provide reporting by municipality and roll year. |
|9.a |M |The System must: |
| | |Provide reporting by municipality and roll year or by other Parcel group construct. |
|10.a. |M |The System must: |
| | |Provide reporting by municipality and shall operate on the current, active roll year or by other Parcel group construct. |
|11.a. |M |The System must: |
| | |Provide reporting by municipality and roll year. |
|12.a. |M |The System must: |
| | |Provide reporting by municipality or school district and roll year. |
|13.a. |M |The System must: |
| | |Provide reporting by municipality and roll year when managed in mass. |
|14.a. |M |The System must: |
| | |Provide reporting by municipality and roll year or by other Parcel group construct. |
|15.a. |M |The System must: |
| | |Provide reporting by municipality. |
|16.a. |M |The System must: |
| | |Provide reporting by municipality. |
|17.a. |M |The System must: |
| | |Provide reporting by municipality and roll year. |
|18.a. |M |The System must: |
| | |Provide reporting by municipality and roll year. |
|19.a. |M |The System must: |
| | |Provide reporting by municipality and roll year. |
|20.a. |M |The System must: |
| | |Provide reporting by municipality and roll year. |
|21.a. |M |The System must: |
| | |Provide reporting by municipality and roll year when managed in mass. |
|22.a. |M |The System must provide reporting by municipality, roll year and sale date range. |
|23.a. |M |The System must provide reporting by municipality and roll year. |
|25.a. |M |The System must provide reporting by municipality and roll year. |
|26.a. |
| |Narrative to describe the System’s Custom Report Writer capabilities: |
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| |Narrative to describe the System’s Help File capabilities: |
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| |Narrative to describe the System’s Additional Business Processing Considerations: |
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| |Narrative to describe the System’s Additional Business Functional Considerations: |
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| |Narrative to describe the System’s Mobile Devices capabilities: |
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| |F |
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Request for Proposals
16 - 100
Real Property Tax System
Attachment E – Functional Requirements Response Form
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