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Town of North Hempstead

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    Town of North Hempstead Town of North Hempstead Document Transcript

    • Town of North Hempstead Online Payment System (OPS) Request for Proposal June 20, 2007 Version 3.0
    • Town of North Hempstead – Online Tax Payment System (OTPS) TABLE OF CONTENTS 1. ONLINE TAX PAYMENT SYSTEM .....................................................................................3 1.1 Introduction.............................................................................................................3 1.2 Naming ...................................................................................................................3 1.3 Statement of Decision ............................................................................................3 1.4 Limitations ..............................................................................................................3 1.5 Statement of Confidentiality....................................................................................4 1.6 Proposal Timeframes .............................................................................................4 1.7 Number of RFP Copies ..........................................................................................4 1.8 RFP Inquires...........................................................................................................4 1.9 Form and Structure of Response ...........................................................................5 1.10 Evaluation Methodology .........................................................................................5 1.11 Selection Process...................................................................................................6 1.12 Incorporation of RFP and RFP Responses in Contract .........................................6 1.13 GENERAL CONDITIONS OF THE RFP ................................................................7 2. GENERAL REQUIREMENTS ...........................................................................................10 2.1 Overview...............................................................................................................10 2.2 Minimum Insurance Requirements.......................................................................10 2.3 Security and Compliance......................................................................................11 2.4 Physical Security Requirements...........................................................................12 2.5 Pricing...................................................................................................................12 2.6 Mandatory Technical Requirements.....................................................................12 2.7 Third-Party Vendor Coordination..........................................................................12 3. COMPANY INFORMATION ..............................................................................................13 3.1 Name and address ...............................................................................................13 3.2 Company History ..................................................................................................13 3.3 Company Organization.........................................................................................13 3.4 Company Sales ....................................................................................................13 3.5 Previous Installations............................................................................................13 3.6 Major Software Releases .....................................................................................13 3.7 Company Benefits ................................................................................................14 3.8 Support .................................................................................................................14 3.9 Implementation Schedule .....................................................................................14 3.10 Penalty for Late Delivery ......................................................................................14 3.11 Termination for Default .........................................................................................14 3.12 Warranty ...............................................................................................................15 3.13 Organizational Capability......................................................................................15 3.14 Miscellaneous.......................................................................................................15 4. SCOPE OF SERVICES.....................................................................................................16 4.1 Introduction...........................................................................................................16 4.2 System Requirements ..........................................................................................17 Page: 2 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) 1. ONLINE TAX PAYMENT SYSTEM 1.1 Introduction The Town of North Hempstead is currently seeking proposals from qualified individuals and entities authorized to do business in the State of New York, to provide a merchant service for the collection and processing of tax payments. The purpose of the RFP is to provide the Town with proposals and recommendations for an integrated merchant service that includes credit card and electronic check acceptance through web-based transactions for the collection and processing of annual property and school tax payments. The system should also be capable of integrating other Town departmental payments (i.e. Clerk, Building) 1.2 Naming Henceforth, the Town of North Hempstead shall be referred to as the “Town.” The words "contractor" and "vendor" are used interchangeably in this "Request for Proposal.” 1.3 Statement of Decision This RFP is not an offer to enter into an agreement with responding vendors. Only the execution of a written contract will obligate us in accordance with the terms and conditions in such contract. This RFP represents the Town’s request to receive proposals from vendors that have been contacted and that are interested in providing a merchant service solution and continued maintenance. 1.4 Limitations This Request for Proposal (RFP) does not commit the Town to award a contract, to pay any costs incurred in the preparation of a proposal in response to this request, or to procure or contract services or supplies. The Town reserves the right to accept or reject any or all proposals received pursuant to this request, to negotiate with all qualified sources, or to cancel in part or in its entirety this RFP if it is in the best interest of’ the Town to do so. The Town may require the vendors selected to participate in negotiations and to submit any cost, technical, or other revisions of their proposal, as a result of any such negotiations. Applicants’ protest rights are limited to violations of federal, state, or local laws and regulations. Page: 3 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) 1.5 Statement of Confidentiality In order to protect the confidentiality of the Town’s business, all information that is provided to vendors during the RFP process, in any form, shall not be duplicated and must be returned to the Town at the end of the RFP process. Information shall be treated as confidential by vendors and should only be used for the purpose of providing responses to this RFP. Vendors shall not disclose any information found in this document or information that is gathered during the RFP process to anyone except Town authorized officers and vendor’s authorized officers directly connected with the RFP process. 1.6 Proposal Timeframes Task Date Release of RFP June 20, 2007 Bidders Meeting (Optional) June 25, 2007 Deadline for Submission of Final Questions June 27, 2007 Town Response to Questions July 2, 2007 Deadline for Proposals July 20, 2007 Oral Presentations (If Needed) July 23, 2007 Tentative Date for Awarding Contact July 31, 2007 Dates indicated above are subject to change at the sole discretion of the Town 1.7 Number of RFP Copies Six (6) hard copies and one (1) electronic version (preferably PDF version on CD) of the RFP response must be submitted to the following person and address: Online Payment System Proposal Department of Finance Care of Commissioner of Finance Town of North Hempstead 220 Plandome Road Manhasset, NY 11030 1.8 RFP Inquires All vendor questions regarding this RFP must be addressed via email to Contracts@northhempstead.com, Questions must be direct, and concise for each issue to be addressed. If necessary, a representative from the Town of North Hempstead may contact vendor representatives to gather additional details prior to replying to inquiries. A summary of vendor questions with associated Page: 4 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) answers will be compiled and distributed to all candidates. No questions will be answered past the Deadline for Submission of Final Questions date indicated section 1.6. 1.9 Form and Structure of Response • The response must be delivered in a binder along with an electronic copy on or before the date specified in Section 1.6. The response must be organized in the following manner: o Vendor Cover Letter – Include primary contact information o Executive Summary – Detail the solution being proposed o Table of Contents o Technical Proposal – Responses to all Questions in Section 4 Where applicable, provide any current samples of published materials. o Pricing – Refer to Section 2.5. o Company Information – Provide all information requested as detailed in Section 3. o References – At least five (5) references with the same size, type, number, and complexity of equipment as the Town. o Appendices (If Necessary) 1.10 Evaluation Methodology Each response will be reviewed and evaluated based on criteria and priorities defined by the Town and detailed in this RFP. These criteria will include, but are not limited to, the following: • The ability of the product to satisfy the functionally required. • Proposal completeness, timeliness, and compliance with RFP guidelines and format. • The magnitude, scope, and complexity of the services to be rendered. • Experience of the vendor in assignments of similar size, scope, and complexity. • Special knowledge relevant to the project. Page: 5 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) • Special equipment or facilities relevant to the project • Size, staffing, resources, and financial capability of the vendor vs. the size of the assignment. • Time constraints and deliverability of services. 1.11 Selection Process The Town will review all submitted material and rank the vendors in order of their qualifications for this project. At its discretion the Town may elect to interview each vendor, make visits to each vendor, or inspect prior work done by each vendor. The Town will notify the three highest ranked vendors of their standing and notify the remaining vendors that they were not chosen for this project. The three highest ranked vendors will be required to provide an on-site demonstration of their product’s functionality. The Town shall then initiate negotiations with the highest qualified vendor. If a satisfactory agreement cannot be negotiated with the vendor considered the most qualified, at a fee determined to be fair and reasonable, then negotiations with said vendor shall be terminated and negotiations then undertaken with the second most qualified vendor. Failing accord with the second most qualified vendor, negotiation shall terminate with it and then be undertaken with the third most qualified vendor. If acceptable terms cannot be reached with any of the three highest ranked vendors, the selection process shall be terminated and the project shall be re- evaluated by the Town. 1.12 Incorporation of RFP and RFP Responses in Contract This RFP, its appendices and amendments, and all promises, warranties, commitments and representations made in the successful response to this RFP will be binding and will become part of the contractual obligations. All promises, warranties, commitments, and representations made in the successful response to this RFP will be binding upon vendor and will become part of vendor’s contractual obligations, at the discretion of the Town. The contract will be awarded, subject to Town Board approval, to the responsible vendor that best demonstrates relevant experience and expertise; the utilization of materials, software and hardware best capable of meeting the Town’s needs; who upon evaluations of all proposals received, best responds to this RFP; who offers the best value to the Town, and who in the judgment of the Town will best serve the public interest. The Town reserves the right to require that a subset of finalists make a presentation to the Selection Committee for consideration. Page: 6 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) 1.13 GENERAL CONDITIONS OF THE RFP 1. All RFP submission materials become the property of the Town. 2. The Town reserves the right to postpone modify or cancel this RFP or reject any or all proposals, for any reason or no reason without penalty to the Town. The Town reserves the right to select the proposal believed to be the most beneficial to the Town, without having the cost of materials and services the sole determinative factor. Notwithstanding any other provision herein, the Town is under no obligation to award a contract. The Town reserves the right to waive any minor irregularities contained in any proposal. Selection of a vendor solution shall not be construed as an award of contract, but as a commencement of contract negotiations, including not limited to contract price proposed. A contract award can only be made with Town Board approval. At its sole discretion, the Town may also submit the contract award to its bond counsel for approval. 3. The Town shall not be liable for any costs incurred by proposers in the preparation of the proposals or for any work performed in connection therein, or as a result of the modification, postponement, or cancellation of the RFP. 4. Applicants are advised that the Town has the option to select a vendor without conducting negotiations and that each applicant should initially submit their best proposal. 5. Any contract entered into with respect to this RFP will constitute the entire understanding and agreement between the Town and the selected vendor, and shall constitute all the terms and conditions of the agreement between the parties. In the case of a conflict between the RFP and the contract, the contract shall prevail. 6. No vendor which has submitted a proposal pursuant to this RFP shall have the right to assign its submitted proposal or, if selected, the contract without the prior written consent of the Town. The Town’s refusal to consent to an assignment shall not entitle the assigning vendor to cancel the submitted proposal and/or contract if fully executed, or give rise to any claim for damages against the Town. 7. This RFP shall be construed in accordance with and governed by the laws of the State of New York, without regard to New York conflicts of laws principles. All actions or proceedings relating, directly or indirectly, to this RFP shall be litigated only in Courts located within Nassau the Town or, if in the federal courts, in the United States District Court for the Eastern District of New York. Proposer, its successors and assigns, if any, by submitting its proposal subjects itself to the jurisdiction of any such state or federal court and EXPRESSLY WAIVES ITS RIGHT TO A TRIAL BY JURY. 8. Submission of the proposal will signify the vendor’s agreement that its proposal and the content thereof are valid for 180 days following the Page: 7 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) submission deadline and will become part of the contract that is negotiated between the Town and the successful vendor. 9. The vendor shall pay all employees the prevailing wage. 10. The vendor shall comply with all federal, state, and local statutory and constitutional anti-discrimination provisions. The vendor shall not discriminate against employees, applicants for employment, or third party vendors or subcontractors on the basis of race, creed, color, national origin, sex, age, disability, or marital status in recruitment, employment, job assignments, promotions, upgradings, demotions, transfers, layoffs, terminations, and rates of pay or other forms of compensation. The vendor will undertake or continue existing programs related to recruitment, employment, job assignments, promotions, upgradings, transfers, layoffs, terminations and rates of pay or other forms of compensation to ensure that minority group members and women are afforded equal employment opportunities without discrimination. 11. In addition to non-discrimination and affirmative action compliance requirements the vendor awarded contract shall comply with all federal, state, and local laws, statues or ordinances relative to the performance and execution of the work. This requirement, includes, but is not limited to, protection of public and employee safety and health; environmental protection; waste reduction and recycling; the protection of natural resources; permits; fees; taxes; and similar subjects. 12. No subcontractor or third party vendor may be utilized by the contracting vendor without the prior written approval of the Town. 13. Vendors are required to plan the implementation in such manner as to provide no downtime to the Town’s business operations. This will include a phased approach to implementation, with cutover of all sites in a closely managed migration. 14. The responsibility to identify all codes, and/or agencies having jurisdiction over any implementation practice will be the sole responsibility of the vendor regardless of subcontractor involvement. At a minimum, the execution of this RFP and all its acts of the vendor selected to perform work described herein shall conform with the following guidelines, mandates and standards: Federal Communications Commission; OSHA; Electronic Industries Association; American National Standards Institute; National and Local Electrical Codes; State, Town and The Town ordinances as applicable; Telecommunications Distribution Standards; applicable regulations of the New York State Department of Labor; and federal and state anti-discrimination laws. This listing is not exclusive. 15. The Town reserves the right to change the schedule of issue amendments to the RFP at any time. The Town also reserves the right to cancel or reissue the RFP at any time. Amendments or a notice of cancellation will be posted to Page: 8 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) the Town’s website. It is the sole responsibility of the proposer to monitor the Town’s website for the posting of such information. 16. The proposal must contain a fee schedule that includes line items for equipment, software, professional services, warranties, maintenance services, project management, installation, and training. Page: 9 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) 2. GENERAL REQUIREMENTS 2.1 Overview The selected vendor is required to: • Comply with Town Policies, Standards and Procedures, and Town Privacy Principles as they pertain to Town’s Information Protection and Security Department. (The full Standards and Procedures and Town Privacy Principles will be shared during contract negotiations). • Have immediately available to their technicians the following documentation: o Vendor Emergency Response Procedures and Contact Numbers o Reference manuals for all current hardware and software o Operating manuals for all equipment o Backup and restoration procedures • Designate an “Incident Response Team” to respond to and resolve incidents. 2.2 Minimum Insurance Requirements The Town will require the selected vendor to comply with insurance requirements as outlined below. The Vendor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the vendor, its agents, representatives, employees, or subcontractors. The cost of such insurance shall be paid by the vendor. Insurance shall meet or exceed the following unless otherwise approved by the Town: • Commercial General Liability Insurance-$2,000,000.00 combined single limit per occurrence for bodily injury, personal injury and property damage; • Automobile Liability Insurance-$2,000,000.00 combined single limit per accident for bodily injury and property damage; • Worker’s Compensation Insurance as required by the laws of the State of New York; • Errors and Omissions for Professional Services applying to all professional activities performed under the contract-$2,000,000.00 per occurrence and as an annual aggregate. Page: 10 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) • Employer’s Liability coverage with limits of $500,000.00 per accident; $500,000.00 per disease policy limit; $500,000.00 per disease each employee. Any deductibles or self-insured retentions must be declared and approved by the Town. In the event the deductibles or self-insured retentions are not acceptable to the Town, the Town reserves the right to negotiate with the vendor for changes in coverage deductibles or self-insured retentions; or alternatively, require the contractor to provide evidence of other security guaranteeing payment of losses and related investigations, claim administration and defense expenses. The Town is to be named as an additional insured on the general liability, automobile liability, employer’s liability, and errors and omissions policies procured by Vendor with respect to the work the subject of this RFP. The vendor’s insurance shall be primary insurance. Any insurance or self- insurance retentions maintained by the Town shall be excess of the vendor’s insurance and shall not contribute to it. All policies will provide the Town with 30 days written notice of cancellation or material change. Vendor agrees to waive its right of subrogation against the Town. The insurances required herein will not be invalidated by any action, inaction, or negligence of the insured. Insurance is to be placed with insurers acceptable to the Town. Vendor shall provide the Town with certificates of insurance reflecting the coverage provided herein. The certificates for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf and shall name the Town as an “additional insured”. The certificates are to be received promptly by the Town and approved by the Town before work commences. The Town reserves the right to require complete, certified copies of all required insurance policies at any time. Contractors shall include all subcontractors as insured’s under its policies or shall require subcontractors to provide their own coverage. All coverage for subcontractors shall be subject to all of the requirements stated herein. 2.3 Security and Compliance Vendor is responsible for ensuring that appropriate security measures, features, mechanisms, and assurances are in place to safeguard the Town’s information assets. This summary does not replace the obligation of the vendor to comply with all of the Town’s security policies and standards as listed in the General Security Guidelines and the laws that regulate business in the Town’s regions. In the Page: 11 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) event of a conflict between these requirements and the underlying policies, standards and laws; the underlying policies, standards and laws control. 2.4 Physical Security Requirements Vendors will be responsible for securing any Town or Town designated property and equipment where they have been working. If there are no means available to secure the property or equipment, the vendor will be responsible for immediately informing the Town or Town designated contact. 2.5 Pricing There shall be no cost to the Town for these services, except if the local government entity requires additional consulting services beyond this scope of work. Vendor shall obtain compensation for its services by charging the Taxpayers who choose to pay through this system a “convenience fee” as a percentage of the transaction cost. 2.6 Mandatory Technical Requirements The vendor must meet the following mandatory technical requirements: • At least five (5) successful installations of their product • For software maintenance, the vendor must describe the availability of routine technical support, emergency 24-hour technical support, policy on providing software upgrades, and enhancements. • The system implementation must be fault-tolerant. • If applicable the server and workstation software (if any) must function on Windows Server 2003 (Server) environment and Windows 2000, XP and Vista (Client) • The system must be able to run on internet explorer 5.0 or greater, Opera, Mozilla, Netscape, Firefox, Maxthon, and Safari web browsers. • The system must be open architecture and ODBC compliant. The system database should be implemented using Microsoft SQL Server 2000 or Microsoft equivalent. 2.7 Third-Party Vendor Coordination The vendor is responsible for ensuring that all expenses related to using third- party vendors are billed to the vendor, not to the Town. The vendor is accountable and responsible for maintaining all Third Party relationships, and ensuring that they adhere to all defined service level agreements as well as to the Town’s Safety and Security standards. Page: 12 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) 3. COMPANY INFORMATION 3.1 Name and address Please provide name and address information for all office locations. 3.2 Company History Please indicate the number of years your company has been in business. 3.3 Company Organization Please provide a description of how your company is organized, including number of staff dedicated to each of the following: • Software programming, • Networking and Telecommunications, • Product support, • Product trainers, • Sales, • Project Managers, • Administration. 3.4 Company Sales Not Applicable 3.5 Previous Installations As part of your response, please provide a minimum of five (5) customer references for installed systems in which the size and scope were as large as or larger than the current proposal. For each reference, please include Contact Name, Agency, Address, Town, State, Zip Code, Telephone, Fax, and E-mail, including dates of installation and version release. 3.6 Major Software Releases As part of your response, please provide a listing of all major software releases for the past two (2) years, including a minimum of five (5) customer references that have received all software upgrades within each release series. Page: 13 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) 3.7 Company Benefits Please describe the benefits to the Town should you be selected as the vendor responsible for implementing your product. 3.8 Support Please describe the availability of routine technical support, emergency 24-hour technical support, policy on providing software upgrades, and enhancements. The methods or means by which you plan to provide support services to the Town given that your company may not be located within driving distance from the Town is very important. 3.9 Implementation Schedule Please provide an estimate of the amount of time needed to complete the implementation of the product and the training of the Town’s personnel from the date of the award (specify any lead time required before work can begin). Ideally the Town would need the installation to begin after July 2007 and be completed no later then October 2007 of the same year. As part of this proposal, vendors are asked to specifically address these schedule considerations. 3.10 Penalty for Late Delivery Not Applicable 3.11 Termination for Default Performance under any contract resulting from this RFP may be terminated by the Town of North Hempstead whenever: The vendor, in the sole opinion of the Town of North Hempstead, is in default in the performance of the contract and shall fail to correct such default within the period specified by the contracting officer in a notice specifying default. Termination will be effected by delivery to the vendor of a notice to terminate, stating the date upon which the termination becomes effective. Upon receipt of the notice to terminate, the vendor shall: stop all work; assign to the Town of North Hempstead all rights, title and interest in the work being developed; deliver forthwith to the Town of North Hempstead all completed work and work in progress; Page: 14 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) preserve and protect, until delivery to the Town of North Hempstead, all material, plans, and documents related to this contract which, if the contract had been completed, would have been furnished to the Town of North Hempstead or necessary to the completion of the work. 3.12 Warranty The contractor will warrant the system to be free from defects in material and workmanship for a period of at least two years from the date of final acceptance by the Town of North Hempstead. In the event a system, equipment, or component proves defective or is unable to meet specified performance criteria, the Contractor shall replace the defective item at no cost to the Town. During the two year Warranty Period it is the contractor’s responsibility to provide technical response to the site within four hours and effect repair within twenty- four hours of the time repair was requested. Contractor shall be required to maintain locally an adequate inventory of components, materials, and supplies that may be needed to repair any system component. A list of inventory of components on hand as well as any and all catalogues detailing parts must be submitted to the Town prior to Award of Contract. At no time shall the Town be responsible for coordinating repairs among multiple vendors. During the maintenance period the contractor shall assume responsibility for the performance of all equipment, materials, labor, software, and programs. The contractor shall provide all upgrades made to the system during the warranty period at no cost to the Town. 3.13 Organizational Capability Contractor shall supply organizational chart and resumes of personnel staffing the project. All installers of vehicle components must be New York State Certified. 3.14 Miscellaneous Not Applicable. Page: 15 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) 4. SCOPE OF SERVICES 4.1 Introduction The system being sought shall consist of a web site allowing property owners to access their real property tax bills and current payment status for various current and delinquent tax accounts. The system will interface with existing tax receivable information. End users will have the option of printing their bill (with payment stub) and mailing in their tax remittance, or making payment via credit card or ACH check transaction. The system shall provide next day posting of all payment transactions. All payment amounts will be validated against the most recent tax receivables file. The bidder will maintain a user access feature (user account/password) that restricts information access to specific property parcels for which an end user has responsibility for tax payment. The Town will provide bidder a daily file with updated Tax information included payments & reductions The bidder will provide a process and a file to update data in existing system as an automated posting transaction. The Bidder will provide a monthly analysis statement showing charges for all account services. The Bidder will describe in detail how the municipality’s processing program will be operated on a day-to-day basis and provide transaction flow diagrams. Website must be able to update the tax payer with information on delinquent taxes based on a 24 hour history lag. Website must deliver notification to the taxpayer and Tax Department via email. Application Vendor must be scalable, prepared to integrate with any future systems. The processing services must incur all equipment and software for the purpose of accepting Visa, Master Card, American Express, and Discover cards in development of system to the Town The convenience fees collected would be retained by the vendor(s). The Town would incur no costs as part of the implementation, maintenance, and development of the service. Page: 16 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) The vendor must provide a notification to each taxpayer of the dollar amount of all payments, including convenience fees charged to his/her credit card, and obtain the taxpayer’s approval (electronic or otherwise) of such charges prior to initiating credit authorizations. The vendor must describe how its system solution will provide a clear disclosure of convenience fees to cardholders prior to completing the card transactions. The vendor must describe how its system will provide a confirmation of payment transactions electronically. The vendor must describe how its system will provide a reporting mechanism that consolidates reporting for all payment channels and types. It must provide visibility and manageability to aggregate payment information in detail. The vendor must provide and describe how its system process will handle any copy requests or chargeback’s for indiscriminate null payments to the Town. Vendor must list the convenience fee charged to the taxpayer. Convenience fees shall remain firm during the initial term of the contract. Convenience fees shall not be changed without approval of the Town. The vendor must identify all parties involved with delivering the services specified in this document and how those parties are integrated in a payment processing solution. 4.2 System Requirements Town requires a turn-key solution that will allow the searching, viewing and printing of real property tax statements and the payment of these charges via the Internet using both credit cards and electronic checks (ACH). The selected system should already be deployed in tax collection units, consist of a secure web site allowing Users to view/print and pay real property tax bills online and view historic payment status (for current year only) information. The system should interface with existing tax information as provided by the Town to organize this data into a convenient statement or set of statements. Taxpayer Users (“Standard Users”) should have the option of searching for their parcel(s), printing their tax statement and mailing in their remittance or making Page: 17 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) payment via credit card or ACH electronic check transaction. The system should provide duplicate notifications/receipts to the Taxpayer User and the Town Receiver’s Office to enable same/next day posting of all payment transactions. Any Taxpayer should have the ability to create a Taxpayer User account for free and search/view/print a set number of parcels. The only cost incurred by individual Taxpayers should be the convenience fee should they make an online payment. Access to view their bills and payment status should always be at no cost to taxpayers. The system should be deployed in a customized fashion for the Town in the following ways: • Graphics/Branding – the system should be branded/co-branded using graphics as an internally associated application. • Online Statements – the system should produce customized online statements based on the specific content of the Town and statement type. Taxpayer Users should have the ability to access an immediate overview of their account and can “drive down” to complete statements in PDF/HTML formats that can easily be viewed on screen, saved to a computer, and printed on demand. • Payment Rules – the system should be truly “smart”, which means that literally any consistent business rule can be integrated on behalf of any local government client. Rules that are condition (i.e. must pay oldest delinquent first), monetary can only except full payment per installment including all penalties due (i.e. can accept partial payment on outstanding balance if payment is at least 50% of the balance) and date/time related (i.e. payment must be completed by 11:59:59 EST or Penalty & Interest is due) should be easily imbedded into the system. • Data Sources & Elements – the system should draw data from one or multiple data sources and hide any data element that the local government wishes to veil from a particular User group. The online system must support the following: 1. GOVERNMENT COST – the system is made available to local governments at ZERO cost. No set-up fees, no administration fees, no programming fees now or ever. 2. CONVENIENCE FEES – The Bidder should provide payment processing of credit card and electronic check payments at rates below or equal to those offered by other national payment processors. Page: 18 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) 3. ONLINE BILLS/STATEMENTS – The online bill/statement should be presented to the taxpayer in the same format as the original bill that is mailed by the local government. (current bill is printed on 8-1/2 X 14 )The taxpayer should be able to view the entire statement (including multiple pages and two-sided) in a convenient PDF format and have the option to print or save the bill on demand. 4. TAXPAYER ACCESS – The taxpayer should have secure access to their property tax information FREE OF CHARGE anytime from any Internet capable computer. Online support must be available and any issue that requires local government intervention must be routed to the proper contact. 5. PAYMENT ACCURACY – The system must present statements and data that incorporate customized business rules. The system will not allow a wrong payment amount to be submitted. For example, if a payment requires P&I, a prior installment or a delinquency to be paid first, the system will force these requirements and amounts cannot be edited by a User. 6. DATA REMITTANCE – The process will enable a wide variety of data updating methods to be employed such as data files, FTP remittance, and web services. 7. SECURITY – The systems, software, processes and partners must adhere to the stringent requirements of the national Cardholder Information Security Program (CISP). This insures that all transaction information will be protected from those not directly involved in the processing of a payment. 8. ADMINISTRATION – The local government must have the ability to add, edit and delete Taxpayer Users and increase or decrease the number of parcels a particular user may have access to. 4.2.1 Payment Channels The system must allow Taxpayer User payment by credit card, debit card, and ACH/electronic check in a secure (HTTPS) online environment. 4.2.2 System and Process Features 1. The real property tax bill presentment/Internet payment application shall be linked to the Town web site. 2. The system will not be installed on the Town site(s). Page: 19 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) 3. The system shall provide the Town with a specified account number or identifier (e.g. parcel number or other number as determined by the Municipality) in order for the Town to post the payment to the appropriate accounts receivable. 4. If the Town receives an account number which cannot be posted to the Town accounts receivable (e.g., an invalid account number), Vendor will assist the Town in identifying the Taxpayer who submitted the payment. Vendor will notify the Town of the Taxpayer’s information - name, address, telephone number and e-mail address. 5. Any question involving the validity of any Taxpayer payment shall be decided by the Town. 6. All payments will be electronically deposited into a Town specified bank account(s) within 24 hours for ACH/Electronic Checks and 48 hours for credit cards based on a Monday through Friday, 3:00 PM EST work day. 7. Individual Taxpayer access to the Internet site for the purpose of viewing/printing their real property tax bills shall be at no cost. 8. Any convenience fee being charged to a Taxpayer for conducting an electronic payment will be conspicuously and clearly stated at least twice during the session and the Taxpayer must affirmatively consent to the fee before completing the payment transaction. 9. The Town will be identified as the “merchant of record” on all tax payment transactions. The Vendor must be identified as the “merchant of record” on all convenience fee transactions. 10. The Vendor and its partners shall ensure the security and confidentiality of all financial information that the system obtains from Taxpayers. Vendor, partners or other parties shall not use this information, for any purpose other than processing of the payment and reporting of transactions to the Town. 4.2.3 Reporting Vendor shall provide the Town with operational and financial activity reports in a mutually agreed upon format. Such reports will indicate, among other things, the invoice number, Taxpayer’s account number or other relevant identifier, the amount paid, and the date/time of payment. 4.2.4 Consulting Services Vendor staff will be available for consultation on the above scope of services with local government staff on an as-needed basis, 24 hours-a-day, seven days a Page: 20 of 21 Version 3.0 June 20, 2007
    • Town of North Hempstead – Online Tax Payment System (OTPS) week. Consulting on projects or initiatives for work outside this scope of services shall be performed on terms agreed to by the Town END Page: 21 of 21 Version 3.0 June 20, 2007