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(9) <br />ATTACHMENT G <br />PROPOSERS' QUESTIONNAIRE <br />NOTE: The numbers in this table correspond with the numbers listed in the Scope of Services. A "YES" response <br />indicates the proposed system addresses all the detailed elements and functionalities identified in the Scope of <br />Services. A "NO" response indicates that the system does not address all the functionalities. Proposers may include <br />QUALIFIED responses to items they marked "NO," but suspect may fulfill the needs of the City through other means <br />within the proposed system. Space for QUALIFIED responses may be attached at the end of these tables. <br />Proposers may attach additional pages on letterhead if more space is needed for this purpose. <br />SOFTWAREe <br />NO <br />Al <br />System possesses the ability to integrate with various City & Third -Party solutions, <br />including but not limited to the City's incoming LMS (Clariti) and the City's Treasury <br />Services payment modules (System Innovators iNovah application & City of Santa <br />Ana's PAY application), and the City's current Enterprise Resource Planning (ERP) <br />system, Infor Lawson. <br />A2 <br />Support for an automatic registration capability to convert qualified pre -licensing <br />accounts to active business license tax accounts ready for receipt/business license <br />certificate issuance or variance/penalty billing. <br />Support for a competent in arrears original delinquency penalty abatement <br />A3 <br />calculation/billing capability and incorporate a flexible installment agreement function <br />with tracking. <br />Support for pre -licensing and license renewal "pop-up" calculators. <br />A4 <br />A5 <br />System supports filing, reporting, and payment tracking modules for the City's tax <br />programs for registration, renewal, payment, and collection needs. <br />A6 <br />System automates the application, renewal, and payment business process of City of <br />Santa Ana tax and assessment accounts. <br />A7 <br />System can calculate standard or special taxes, fees, and assessments (in addition to <br />penalties and interests) from City -defined formulas or rates with the ability for authorized <br />City staff to override and amend the amounts charged. <br />A8 <br />The ability to associate a payoff order/sequence to fees, taxes, interests, penalties, and <br />any other charges within the system. <br />A9 <br />System can record and associate accounts with invoice identifiers, receipts (including <br />date and time of payment), and revenue account numbers for each tax and fee <br />transaction. <br />A10 <br />System can categorize and group accounts by appropriate record elements, particularly <br />by business type, and apply the appropriate estimated taxation based on the license <br />type category and related tax assessment. <br />All <br />System allows for records to be searched, tracked, logged, and monitored based on <br />different record elements, such as active/inactive status, age, location/GIS code, and <br />business type. <br />Al2 <br />System allows for City staff to insert comments and notes on any account and place <br />flags or warnings to accounts based on special comments/conditions, with timestamps <br />and logs stored for each entry or transaction, including staff name plus ID number. <br />A13 <br />System generates consistent and accurate reports in standard or customizable formats <br />on a scheduled or as -needed basis. <br />A14 <br />Proposer will migrate data from the City's current software(s) to the awarded software <br />system. <br />City PitYaPtPANil RFP No. 23-%5 216 PaN§/?4P,§ 196 <br />