RFP 2026-058 Union County Comprehensive Property Tax Software Solution

Request for Proposals No. 2026-058
Union County Comprehensive Property Tax Software
Solution
Due Date: May 5, 2026
Time: 11:00 AM EDT
Receipt Location: Procurement & Contract Management Department
(Note: Follow the submittal instructions listed in this
document to electronically upload a proposal package)
Procurement Representative
Corey Brooks, CLGPO
Procurement and Contract Management Director
704.283.3658
Corey.Brooks@unioncountync.gov

1 Notice of Advertisement ................................................................................................................ 3
Contents
2 Submittal Details ........................................................................................................................... 4
2.1 PROPOSAL SUBMISSION DEADLINE AND DELIVERY ADDRESS................................................................................. 4
2.2 PROPOSAL SUBMISSION REQUIREMENTS ................................................................................................................. 4
2.3 NON-MANDATORY PRE-PROPOSAL CONFERENCE & SITE VISIT ........................ ERROR! BOOKMARK NOT DEFINED.
2.4 PROPOSAL QUESTIONS ........................................................................................................................................... 4
2.5 PROPOSAL ADDENDUM .......................................................................................................................................... 4
2.6 COMMUNICATION................................................................................................................................................... 5
3 Introduction ................................................................................................................................... 5
3.1 COUNTY ................................................................................................................................................................. 5
3.2 PURPOSE ................................................................................................................................................................ 5
3.3 PROJECT BACKGROUND ......................................................................................................................................... 6
4 Objectives of the Request for Proposals (RFP) ........................................................................... 7
4.1 OPERATIONAL EXCELLENCE .................................................................................................................................. 7
4.2 DATA INTEGRITY AND TRANSPARENCY ................................................................................................................. 7
4.3 IMPROVED CITIZEN SERVICE .................................................................................................................................. 7
4.4 SYSTEM INTEGRATION AND INTEROPERABILITY ..................................................................................................... 7
4.5 SCALABILITY AND FUTURE READINESS .................................................................................................................. 8
4.6 VENDOR STABILITY AND LONG-TERM PARTNERSHIP ............................................................................................. 8
5 Scope of Services and System Requirements............................................................................... 8
5.1 OVERVIEW ............................................................................................................................................................. 8
5.2 VENDOR'S PROPOSED SOLUTION............................................................................................................................ 8
5.3 APPLICATION SOFTWARE REQUIREMENTS ............................................................................................................. 9
5.4 COMPUTER ASSISTED MASS APPRAISAL (CAMA) REQUIREMENTS ....................................................................... 9
5.5 PERSONAL PROPERTY REQUIREMENTS ................................................................................................................. 10
5.6 BILLING AND COLLECTIONS REQUIREMENTS ....................................................................................................... 10
5.7 LAND RECORDS REQUIREMENTS .......................................................................................................................... 10
5.8 NFORMATION TECHNOLOGY REQUIREMENTS ....................................................................................................... 10
5.9 DATA MIGRATION AND CONVERSION SERVICES .................................................................................................. 11
5.1 0 IMPLEMENTATION SERVICES ................................................................................................................................ 11
5.1 1 TRAINING AND KNOWLEDGE TRANSFER .............................................................................................................. 11
5.12 MAINTENANCE AND SUPPORT .............................................................................................................................. 12
6 Technical Requirements ............................................................................................................. 12
6.1 CAMA ........................................................................................................... ERROR! BOOKMARK NOT DEFINED.
6.1.1 Sketching ........................................................................................................ Error! Bookmark not defined.
6.2 PERSONAL PROPERTY..................................................................................... ERROR! BOOKMARK NOT DEFINED.
6.2.1 Asset Maintenance .......................................................................................... Error! Bookmark not defined.
6 .2.2 Account Controls & Queries .......................................................................... Error! Bookmark not defined.
6.2.3 Rollover, Forms & Reporting ......................................................................... Error! Bookmark not defined.
6.3 BILLING & COLLECTION - CORE PROCESSING ................................................ ERROR! BOOKMARK NOT DEFINED.
6.3.1 Billing & Collections - Account Data & Billing Processing .......................... Error! Bookmark not defined.
6 .3.2 Tax Bill Content .............................................................................................. Error! Bookmark not defined.
6.3.3 Billing & Collections - Collections Processing .............................................. Error! Bookmark not defined.
6.3.4 Inquiry, Scrolls & Operational Reporting ...................................................... Error! Bookmark not defined.
6.3.5 Technical Environment For All Modules ........................................................ Error! Bookmark not defined.
6.3.6 Support & Training ........................................................................................ Error! Bookmark not defined.
6.3.7 Reporting & Report Writing ........................................................................... Error! Bookmark not defined.
6.3.8 Maintenance & Updates ................................................................................. Error! Bookmark not defined.
6.3.9 Data Conversion............................................................................................. Error! Bookmark not defined.
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Union County, North Carolina
RFP 2026-058 Union County Comprehensive Property Tax Software Solution

6.3.10 Interface & Integration ................................................................................... Error! Bookmark not defined.
6.3.11 Security & Auditing ........................................................................................ Error! Bookmark not defined.
7 Detailed Submittal Requirements and Instructions ................................................................. 14
7.1 TERMS OF SUBMISSION ......................................................................................................................................... 14
7.2 PROPOSAL FORMAT ............................................................................................................................................... 15
7 .2.1 Section A - Cover Letter .............................................................................................................................. 16
7 .2.2 Section B - Company Background and Relevant Experience ...................................................................... 17
7.2.3 Section C - Project Team ............................................................................................................................ 17
7.2.4 Section D - Project Management, Technical Approach, and Quality ControL ........................................... 18
7.2.5 Section E - References................................................................................................................................. 19
7.2.6 Section F - Cost Proposal ........................................................................................................................... 19
7.2.7 Section G - Required Forms........................................................................................................................ 19
7.3 SELECTION PARTICIPANTS .................................................................................................................................... 19
7.4 EVALUATION SELECTION PROCESS ...................................................................................................................... 20
7.5 AWARD PROCEDURE ............................................................................................................................................ 21
7.6 CONFLICT CERTIFICATION .................................................................................................................................... 21
8 General Conditions and Requirements ..................................................................................... 21
8.1 TERMS AND CONDITIONS...................................................................................................................................... 21
8.2 CONTRACTUAL OBLIGATIONS .............................................................................................................................. 22
8.3 SUB-CONTRACTOR/PARTNER DISCLOSURE .......................................................................................................... 22
8.4 EXCEPTION TO THE PROPOSAL.............................................................................................................................. 22
8.5 MODIFICATION OR WITHDRAWAL OF PROPOSAL .................................................................................................. 22
8.6 EQUAL EMPLOYMENT OPPORTUNITY ................................................................................................................... 23
8.7 MINORITY BUSINESSES (MBE) OR DISADVANTAGED BUSINESSES (DBE) ........................................................... 23
8.8 LICENSES .............................................................................................................................................................. 23
8.9 E-VERIFY ............................................................................................................................................................. 23
8.1 0 DRUG-FREE WORKPLACE .................................................................................................................................... 23
8.1 1 INSURANCE .......................................................................................................................................................... 24
8.12 INDEMNIFICATION ................................................................................................................................................ 26
9 Appendix A - Cost Proposal ....................................................................................................... 27
9.1 BASELINE SOFTWARE COSTS................................................................................................................................ 27
9.2 IMPLEMENTATION & PROFESSIONAL SERVICES .................................................................................................... 27
9.3 ONGOING MAINTENANCE & HOSTING ................................................................................................................... 28
9.4 OPTIONAL COSTS (IF APPLICABLE) ...................................................................................................................... 28
9.5 COST SUMMARY................................................................................................................................................... 28
9.6 PRICING DISCLOSURES ......................................................................................................................................... 29
10 Appenix B - Union County Equipment List .................................. Error! Bookmark not defined.
11 Appendix C - Proposal Submission ........................................................................................... 30
12 Appendix D - Addendum and Anti-Collusion .......................................................................... 31
13 appendix E - vendor payment notification ................................................................................ 32
14 appendix F - template contract .................................................................................................. 33
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Union County, North Carolina
RFP 2026-058 Union County Comprehensive Property Tax Software Solution

1 NOTICE OF ADVERTISEMENT
Union County, North Carolina
Request for Proposals No. 2026-058
Union County Comprehensive Property Tax Software Solution
Electronic proposals will be received by the Union County's Procurement & Contract Management
Department by 11:00 AM EDT on May 5, 2026. Late submittals will not be accepted.
Union County is seeking proposals from qualified and experienced software vendors to provide
a comprehensive Government Property Tax Management Software Solution, including the
implementation, configuration, data migration, integration, training, maintenance, and ongoing
support of an integrated tax administration system. Copies of the solicitation may be obtained
from the locations listed below:
1. Download the Proposal Documents from the Union County website: Union County
Procurement Bids
2. Download the Solicitation Documents from the State of North Carolina Electronic
Vendor
Portal: North Carolina eVP (Bid by Departments, search County of Union).
All questions about the meaning or intent of the RFP Documents are to be submitted in writing to the
Procurement Representative listed on the cover page (corey.brooks@unioncountync.gov) no later
than April 9, 2026 at 5:00 PM EDT.
Union County reserves the right to reject any or all proposals, to waive technicalities and to make
such selection deemed in its best interest.
Union County reserves the right to award a contract to multiple vendors.
Offerors are required to comply with the non-collusion requirements set forth in the Solicitation
Documents.
Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and
Small Businesses.
End of Notice of Advertisement
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Union County, North Carolina
RFP 2026-058 Union County Comprehensive Property Tax Software Solution

2 SUBMITTAL DETAILS
2.1 PROPOSAL SUBMISSION DEADLINE AND DELIVERY ADDRESS
All Proposal Submittals are to be received by the Union County Procurement & Contract
Management Department no later than 11:00 AM EDT on May 5, 2026, per the
instructions below. Any submittals received after this date and time shall be rejected
without exception.
2.2 PROPOSAL SUBMISSION REQUIREMENTS
The proposal must be submitted electronically using the following link: Union County
Proposal Submissions Portal. Select the Solicitation drop down arrow and choose this
RFP from the list. Complete the form, upload your proposal, and select submit. An email
will be sent to the address listed on the form as your confirmation of receipt. Please add
this email address to your contact list.
The proposal package must be signed by a person who is authorized to bind the
proposing Company. Instructions for preparing the proposal are provided herein.
Paper submissions will not be accepted.
There is no expressed or implied obligation for Union County to reimburse Offerors for
any expenses incurred in preparing proposals in response to this request.
Union County reserves the right to:
* Reject any or all proposals, to waive technicalities and to make such selection
deemed in its best interest.
* Cancel this solicitation; and
Award to multiple vendors.
2.3 PROPOSAL QUESTIONS
Proposal questions will be due on or before April 9, 2026, at 5:00 PM EDT. The primary
purpose is to provide participating Offerors with the opportunity to ask questions, in
writing, related to the RFP.
Submit questions by email to Corey Brooks at Corey.Brooks@unioncountync.gov by the
deadline shown above. The email subject line should identify the proposal number
and project title. All questions and answers may be posted as addenda on
www.unioncountync.gov and/or https://evp.nc.gov
2.4 PROPOSAL ADDENDUM
Union County may modify the RFP prior to the date fixed for submission of proposals by
the issuance of an addendum.
Should an Offeror find discrepancies or omissions in this RFP, or any other documents
provided by Union County, the Offeror should immediately notify the County of such potential
discrepancy in writing via email as noted above.
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Union County, North Carolina
RFP 2026-058 Union County Comprehensive Property Tax Software Solution

Any addenda to these documents shall be issued in writing. No oral statements,
explanations, or commitments by anyone shall be of effect unless incorporated in the
written addenda. Receipt of Addenda shall be acknowledged by the Offeror on
Appendix C - Addendum and Anti-Collusion form.
2.5 COMMUNICATION
All communications, any modifications, clarifications, amendments, questions,
responses, or any other matters related to this Request for Proposals must be made
only through the Procurement Contact noted on the cover of this RFP. A violation of this
provision is cause for the County to reject a Company's proposal. No contact regarding
this document with other County employees is permitted and may be grounds for
disqualification.
3 INTRODUCTION
3.1 COUNTY
The County (estimated population 263,386) is located in the central, southern piedmont.
The County provides its residents with a full array of services that include public safety,
water/wastewater utilities and sanitation, human services, cultural and recreational
activities, and general government administration.
3.2 PURPOSE
Union County is seeking proposals from qualified firms to provide and implement a
modern, enterprise-level Government Property Tax Management Software Solution.
The intent of this Request for Proposals (RFP) is to procure a scalable, fully integrated
tax administration platform to support Computer Assisted Mass Appraisal (CAMA), real
and personal property administration, tax billing and collections, land records
integration, field appraisal management, reporting, and citizen-facing services across
the County.
This RFP falls under N.C. General Statute 143-129.8 as a procurement of information
technology goods and services. The County anticipates selecting a qualified vendor to
supply the core platform technology, perform system configuration and integration,
conduct data migration from the County's existing tax system, and provide long-term
support, maintenance, training, and future system enhancement capabilities.
The selected solution should:
* Enable centralized and efficient management of all property tax administration
functions,
* Provide seamless integration with the County's existing GIS, ERP, financial, and
payment processing systems through open architecture and API capabilities,
* Support secure, cloud-based (SaaS) or County-approved hosting environments with
modern cybersecurity safeguards,
* Facilitate scalability to accommodate future growth, revaluation cycles, legislative
changes, and expanded citizen service needs,
* Align with industry best practices for secure, compliant, and modern IT-based tax
administration platforms.
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Union County, North Carolina
RFP 2026-058 Union County Comprehensive Property Tax Software Solution

Union County is not prescribing a specific product or brand and encourages all
vendors to propose solutions that meet or exceed the technical, operational, statutory,
and strategic needs outlined in this RFP.
3.3 PROJECT BACKGROUND
Union County Government provides a full range of public services to an estimated
population of 263,386 residents and continues to experience steady growth across
residential, commercial, and agricultural sectors. Union County Tax Administration is
responsible for listing, appraising, assessing, billing, and collecting property taxes for
real and personal property throughout the County.
The Tax Administration Office manages approximately:
* 117,000+ real property parcels (subject to growth since the prior system
procurement),
* 20,000+ business and individual personal property accounts,
* Ongoing revaluation cycles in accordance with North Carolina statutory
requirements,
* Annual tax billing and collection processes, appeals management, and public
information services.
The County's current property tax software solution was procured under RFP 2016-
034 and has supported operations for nearly a decade. While the existing system has
met core operational needs, advancements in technology, cybersecurity requirements,
integration capabilities, cloud hosting models, reporting tools, and citizen-facing
service expectations have significantly evolved since that time.
The current system environment requires improved:
* Integration with GIS and enterprise financial systems,
* Open architecture and API capabilities,
* Advanced reporting and analytics functionality,
* Cybersecurity controls and audit tracking,
* Scalability to support continued population growth and development,
* Modern user interface and workflow automation,
* Citizen online access and self-service capabilities.
To support this modernization initiative, Union County seeks a partner with:
* Demonstrated expertise in enterprise-level government tax management platforms;
* Proven experience implementing integrated CAMA, billing/collections, and land
records systems for North Carolina or similar jurisdictions;
* Strong knowledge of North Carolina General Statutes governing property tax
administration;
* Experience conducting secure data migration and system conversion from legacy
platforms;
* The ability to provide ongoing maintenance, support, training, and long-term strategic
system planning.
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Union County, North Carolina
RFP 2026-058 Union County Comprehensive Property Tax Software Solution

The ultimate goal is to modernize Union County's property tax administration
ecosystem through a flexible, scalable, and open-architecture platform that enables
centralized management, enhanced data integrity, improved operational efficiency,
and seamless integration with existing and future County systems.
4 OBJECTIVES OF THE REQUEST FOR PROPOSALS (RFP)
The overall objective of this RFP process is to identify and contract with a qualified software
provider that can deliver a modern, fully integrated, enterprise-level Government Property Tax
Management Software Solution that supports the operational, statutory, technological, and
strategic needs of Union County.
Through this procurement, Union County seeks to achieve the following objectives:
4.1 OPERATIONAL EXCELLENCE
* Streamline and modernize tax administration workflows across CAMA, billing and
collections, land records, and field operations.
* Improve efficiency through automation, configurable business rules, and workflow
management tools.
* Reduce manual processes and redundant data entry across departments.
4.2 DATA INTEGRITY AND TRANSPARENCY
* Improve accuracy, reliability, and consistency of property and tax data.
* Provide robust audit trails and change tracking in compliance with North Carolina
public records requirements.
* Enhance reporting, analytics, and data accessibility for internal staff and external
stakeholders.
4.3 IMPROVED CITIZEN SERVICE
* Enhance customer experience through intuitive public portals, online payments,
property search tools, and digital access to records.
* Provide transparent access to tax data while maintaining strong data privacy and
cybersecurity protections.
4.4 SYSTEM INTEGRATION AND INTEROPERABILITY
* Deliver open architecture and API-driven integration capabilities.
* Ensure seamless interoperability with the County's existing GIS, ERP/financial
systems, payment processors, and other enterprise applications.
* Eliminate data silos and improve cross-departmental coordination.
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Union County, North Carolina
RFP 2026-058 Union County Comprehensive Property Tax Software Solution

4.5 SCALABILITY AND FUTURE READINESS
* Provide a flexible and scalable solution capable of supporting continued population
growth and development activity.
* Accommodate future statutory changes, revaluation cycles, and evolving business
processes.
* Support cloud-hosted (SaaS) or County-approved hosting environments with modern
cybersecurity safeguards.
4.6 VENDOR STABILITY AND LONG-TERM PARTNERSHIP
* Identify a vendor with demonstrated financial stability and a proven track record of
successful implementations in comparable North Carolina or similarly sized
jurisdictions.
* Ensure long-term support, regular product enhancements, and continued compliance
with industry best practices and regulatory requirements.
Union County is not seeking to heavily customize software but rather to implement a
proven solution that meets its requirements through standard functionality and
configurable features. The selected vendor must present a clear implementation
methodology, realistic project timeline, structured data migration approach, and
comprehensive training and support plan.
5 SCOPE OF SERVICES AND SYSTEM REQUIREMENTS
5.1 OVERVIEW
Union County is seeking a comprehensive, fully integrated Government Property Tax
Management Software Solution that supports the complete lifecycle of property tax
administration in accordance with North Carolina General Statutes.
The selected vendor shall provide all software, implementation services, configuration,
integration, data migration, training, documentation, maintenance, and long-term
support necessary to successfully deploy and sustain the system.
The proposed solution must be a proven, enterprise-level platform capable of
supporting Computer Assisted Mass Appraisal (CAMA), real and personal property
administration, tax billing and collections, land records integration, reporting and
analytics, and citizen-facing services.
The County intends to enter into a long-term partnership with a vendor capable of
providing continuous product enhancements, regulatory compliance updates,
cybersecurity safeguards, and scalable growth support.
5.2 VENDOR'S PROPOSED SOLUTION
The Vendor shall propose a comprehensive, fully integrated Government Property Tax
Management Software Solution capable of supporting all statutory and operational
requirements of Union County Tax Administration.
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Union County, North Carolina
RFP 2026-058 Union County Comprehensive Property Tax Software Solution

The Vendor's response shall clearly describe how its solution satisfies each functional
and technical requirement outlined in this section. Vendors must indicate whether each
requirement is:
* Standard functionality
* Configurable without customization
* Requires customization
* Not available
Vendors shall provide detailed explanations where necessary.
5.3 APPLICATION SOFTWARE REQUIREMENTS
The proposed system must be a fully integrated solution supporting:
* Computer Assisted Mass Appraisal (CAMA)
* Personal Property Administration
* Tax Billing and Collections
* Delinquent Collections Case Management
* Land Records Integration
* Field Appraisal Management
* Reporting and Analytics
* Citizen Web Portal
The system shall operate as a unified platform with a shared database and user
security model.
5.4 COMPUTER ASSISTED MASS APPRAISAL (CAMA) REQUIREMENTS
The system shall:
* Maintain multi-year parcel history (minimum 10+ years plus current year)
* Maintain active and inactive parcel status without deletion
* Support revaluation modeling and mass appraisal tools
* Provide cost tables and valuation schedules
* Support depreciation modeling
* Track appeals and Board of Equalization cases
* Integrate with GIS for parcel mapping
* Allow configurable land and building attributes
* Provide robust query builder and reporting tools
* Maintain audit trails of all parcel changes
* Track user activity and field-level edits.
* Support real-time and batch processing
* Support effective dating of transactions
* Provide API access for valuation data
* Support mobile field data collection tools
* Multi-factor authentication
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Union County, North Carolina
RFP 2026-058 Union County Comprehensive Property Tax Software Solution