San Diego County Ivalua #BPM013460 (RFP 13460)

San Diego County Assessor Replacement System SaaS

San Diego County is seeking a proven, county-scale SaaS replacement for its property assessor system. - Buyer: County of San Diego, Department of Purchasing and Contracting, for the Office of the Assessor/Recorder/County Clerk (ARCC). - Procurement: RFP 13460 seeks one integrated, browser-accessible, cloud-hosted commercial off-the-shelf Assessor Replacement System to replace ARCC’s legacy mainframe, AS-400 system, and related applications. No proposed solution OEM or product part number is named. - Scope: Software subscription, implementation, configuration, data migration, integration, testing, training, cutover, hosting, maintenance, support, and required third-party components. Pricing covers implementation and other one-time costs, optional functions, annual recurring costs for up to ten option years, and as-needed post-implementation services. Price schedule amounts are blank or zero placeholders. - Production and statutory requirements: The system must already be in production in a California county serving at least 200,000 active real-property parcels, with at least one year of secured and unsecured annual and supplemental roll delivery. It must track land and improvement base-year and factored base-year values in accordance with applicable California Revenue and Taxation Code requirements. Beta, pilot, experimental, custom, or otherwise unproven systems do not meet the stated minimums. - Assessment operations: Support secured, unsecured, and supplemental rolls; ownership changes, permits, appeals, exemptions, Proposition 8 assessments, property reviews, reporting, and tax-bill and authority-number generation. Stated minimum annual volumes include 1,100,000 secured assessments, 73,000 unsecured assessments, 230,000 supplemental assessments, 400,000 Proposition 8 assessments, 180,000 ownership changes, 150,000 permits, and 50,000 appeals. The system must support 15–20 administrators, up to 450 read/write users, and up to 150 read-only users. - Integrations and named vendors/products: Required or referenced integration environments include SanGIS and GIS systems, ESRI Parcel Fabric, Marshall & Swift, the current AES valuation system, IPTS Taxes, Just Appraised, Acclaim, Parcel Quest, and Microsoft SharePoint. Peraton is identified in connection with data migration. These are existing systems, data sources, or integration references—not identified as required solution providers. - Notable delivery requirements: Reconcile and migrate legacy records, with accessible archival data for records not actively migrated; provide role-based training and change management; conduct public education for up to 18 months after implementation, including five public events across the County’s five supervisorial districts and up to 50 additional outreach events or presentations. Provide ongoing system, interface, statutory-update, and user support, including 24/7 Severity 1 production support and additional seasonal roll-close support. - Line items and quantities: No physical product line items, hardware models, part numbers, or purchase quantities are specified. The solicitation lists one Assessor Replacement System; implementation and associated services are separately priced.

Description

The County of San Diego is seeking proposals for a comprehensive, cloud-hosted, commercial-off-the-shelf SaaS Assessor Replacement System to replace its legacy Assessor Mainframe, AS-400 system, and add-on applications. The turnkey scope includes software, implementation, data migration, configuration, integration, training, hosting, maintenance, support, and required third-party components. The system must support the property assessment lifecycle, including secured and unsecured rolls, supplemental assessments, exemptions, appeals, and reporting. The anticipated contract includes an initial implementation period and ten one-year options; proposals are due February 1, 2027.

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