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(9) <br />a. This function should allow for bulk selection by business license category, geographical <br />location or zone, age, or other characteristics; <br />10. Possess the ability to send mass digital/email notices, certificates, and other <br />letters/memorandums/documents with predefined notice templates to select email addresses on <br />record; <br />11. Automatically generate and distribute invoices/billing statements and filing forms via email for <br />business license renewals on a monthly, quarterly, semi-annual, annual, or as -needed basis <br />based on the business type or other defined characteristics. <br />a. These renewal notices must be submitted in advance of renewal deadlines, for example, <br />trust tax and cannabis tax filers must receive renewal notices 30 days prior to their filing <br />deadline. <br />b. As -needed and special invoicing/billing may occur when an account is closed but a <br />balance remains, there is a zero gross receipts assessment, or other criteria/events; <br />12. Possess the ability to export financial records or contain a General Ledger interface that <br />communicates with the City's existing or future financial systems and other City software systems. <br />Additional reporting capabilities that summarize and detail specific fees or tax assessments is <br />required. <br />a. For the Proposer's knowledge, the City of Santa Ana will soon issue an RFP for ERP <br />solution and implementation services. The ideal Business License Taxation solution would <br />integrate with the selected ERP system. Proposers should include in their Proposals any <br />ERP implementation partners with which they have successfully integrated their software <br />solution as related to services specified herein. <br />13. Accept payments by cash, check, credit, ACH/EFT with the ability to accept payments online <br />including partial payments and mixed tender payments (combination of check, credit, and cash). <br />a. Software functionality should also allow field staff to directly access and edit accounts, <br />including acceptance of credit card payments while performing field activities. <br />b. The proposed system must also accept and support partial payments, and also allow for <br />a variance billing notice to be generated and mailed to the business owner. <br />c. In -person payments may be done at POS cashiering stations or via publicly -accessible <br />kiosks. <br />d. The City utilizes Invoice Cloud as its online and payment kiosk processor and TSYS Global <br />Payments as its walk-in payment processor; integrations with Invoice Cloud and TSYS, <br />as well as System Innovators iNovah Cashiering and Revenue Tracking applications is <br />highly desirable. <br />e. The City utilizes the following merchant processors: TSYS Merchant Solutions, LLC; <br />Global Payments Integrated, Inc.; OpenEdge; JP Morgan Chase Paymentech; and EPX <br />— Electronic Payment Exchange; <br />f. Phone payments must also be allowed; however, may be done through a mobile <br />application/browser, text, or automated voice call. <br />g. All online payment functionalities must be available 24/7, 365 days a year; <br />14. Permit staff to adjust payments (e.g. payment submitted to wrong account or fee and adjustments <br />are needed) with record of transactional changes within the system; <br />City of Santa Ana RFP No. 23-165 Page 25 of 196 <br />