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Item 09 - Agreement for Business License Tax and Fee Software Services
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Item 09 - Agreement for Business License Tax and Fee Software Services
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5/1/2025 3:15:31 PM
Creation date
5/1/2025 10:55:00 AM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
9
Date
5/6/2025
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(9) <br />• +1 646 9313860 US <br />• +1 689 278 1000 US <br />• +1929 205 6099 US (New York) <br />• +1 301 715 8592 US (Washington DC) <br />• +1 305 224 1968 US <br />• +1 309 205 3325 US <br />• +1 312 626 6799 US (Chicago) <br />• +1 360 209 5623 US <br />• +1 386 347 5053 US <br />Meeting ID: 979 1172 2551 <br />Find your local number: https://zoom.us/u/adu4z4lD4W <br />For virtual meetings sign in will be required with your name and company in the "Chat" box. <br />Please make sure you are available to do so if signing on to the meeting through your phone or <br />in the field. <br />III. OVERVIEW OF PROJECT — SUMMARY REQUIREMENTS <br />The City of Santa Ana (City) is seeking proposals from qualified firms and organizations <br />(Proposers) to provide the Finance & Management Services Agency - Treasury & Customer <br />Service Division with a solution, implementation and maintenance services for a comprehensive <br />business license software platform system, capable of integrating with existing programs. <br />The term "Vendor", "Proposer", and "Contractor" shall refer to any legal entity or entities <br />submitting a proposal in response to this Request for Proposals (RFP). <br />Proposers must have extensive experience in providing web -based Business Licensing Tax <br />Software/Platforms. <br />The objective of this RFP is to identify: <br />A robust and user-friendly web -based software system with a strong outward facing <br />customer e-commerce front end platform that will meet the City's current and future needs <br />associated with issuing, managing, and renewing business licenses and related <br />modules/programs; <br />2. A software platform that can effectively handle a variety of pre -licensing activities relating <br />to identified unlicensed businesses and track correspondence/contacts with such <br />businesses through to licensure and receipt of revenues; <br />3. A software program that can generate various business license and related statistical and <br />revenue reports, on a scheduled monthly, weekly, daily, and "on -demand" basis for <br />administrative and collection purposes; and <br />4. A software platform that can be aligned/integrated with the City's Europay, MasterCard, <br />and Visa (EMV) Chip and PIN Payment Card Industry Data Security Standard (PCI-DSS) <br />payment compliant system. <br />City of Santa Ana RFP No. 23-165 Page 5 of 196 <br />
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