RFI - ASSESSOR/RECORDER/COUNTY CLERK ASSESSMENT SYSTEM

Location:	California
Posted:	Dec 3, 2025
Due:	Jan 12, 2026
Agency:	San Diego County
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Solicitation No:	BPM012899
Publication URL:	To access bid details, please log in.

RFx Name:	BPM012899
RFx Begin Date (UTC+0):	RFI - ASSESSOR/RECORDER/COUNTY CLERK ASSESSMENT SYSTEM
RFx End Date (UTC+0):	1
Commodities:	1
RFx Status:	Software
Solicitation Code:	12/2/2025 5:00:00 PM
Lot #:	1/12/2026 5:00:00 PM
Round #:	39 d 08 h 43 min 44 s

RFx General Information

Code

BPM012899

RFx Name

RFI - ASSESSOR/RECORDER/COUNTY CLERK ASSESSMENT SYSTEM

Lot #

Round #

RFx Begin Date

12/2/2025 5:00:00 PM

RFx End Date

1/12/2026 5:00:00 PM

Summary

David Robar, Senior Procurement Contracting Officer
Phone: (619) 318-7125 | Email: david.robar@sdcounty.ca.gov

Q&A Start Date (M/d/yyyy)

12/2/2025

5:00:00 PM

Q&A End Date (M/d/yyyy)

12/22/2025

5:00:00 PM

RFx Documents

Selected

Title	Type	Att.	Last Modification	Creation Date	Validity End Date
RFI 12899 - ASSESSOR/RECORDER/COUNTY CLERK ASSESSMENT SYSTEM	RFx Commercial Documents (Approved)	rfi_12899_assessor_system_replacement_project.pdf	12/2/2025 12:55:46 PM	12/2/2025 12:55:46 PM

1 Record(s)

Attachment Preview

ALLEN R. HUNSBERGER

DIRECTOR

DEPARTMENT OF PURCHASING AND CONTRACTING

5560 OVERLAND AVENUE, SUITE 270, SAN DIEGO, CALIFORNIA 92123-1204

PHONE (858) 505-6367

FAX (858) 715-6452

BRENDA G. MILLER

ASSISTANT DIRECTOR

December 2, 2025

REQUEST FOR INFORMATION (RFI) NO. 12899

ASSESSOR/RECORDER/COUNTY CLERK

ASSESSOR/RECORDER/COUNTY CLERK ASSESSMENT SYSTEM

The County of San Diego (County) is issuing this Request for Information (RFI) to invite and seek input from all

interested parties who may possess the capability of providing a browser-based, commercial off-the-shelf (COTS)

Property Assessment system for the Assessor division of the Assessor/Recorder/County Clerk (ARCC). The Assessor

creates, administers, maintains, and delivers the annual secured and unsecured assessment rolls, and supplemental rolls

net of exemptions, to the Auditor & Controller and Treasurer Tax Collector to produce property tax bills, in compliance

with Sections 601, 602, 75 through 75.8 of the California Revenue and Taxation Code.

The goal of the RFI is to obtain input on Property Assessment systems designed to manage event-based assessments for

annual and supplemental assessments.

This RFI is issued solely for information and planning purposes. The County will use information submitted in response

to this request to consider potential and available market solutions that meet government requirements. Please note that

all information provided in response to this RFI may be considered public information and may be subject to release

under the Public Records Act. Additionally, by submitting information in response to this RFI, the County has no

obligation to use, contract for such services, and/or enter into programs in the future. No costs will be reimbursed for

the preparation or submittal of any response to this RFI; responses to this RFI will assist the County in planning for

future potential solicitations.

The County will use the submitted information to assist it in developing a strategy, roadmap, funding projections, and

implications, and understanding potential and available market solutions that meet government requirements. The

County reserves the right to use, without restriction, any information provided in response to this RFI. Additionally,

please note that all information provided in response to this RFI may be subject to disclosure under the California Public

Records Act (CPRA). If Respondent has information that it believes is clearly subject to an exemption under the CPRA

from disclosure, the Respondent can split any information into a separate exhibit/upload and designate that

exhibit/upload as CONFIDENTIAL/PROPRIETARY in its response and execute the County’s Non-Disclosure

Indemnification Agreement (posted separately on BuyNet). The County will then treat such designated information in

accordance with the requirements and processes set forth in the Non-Disclosure Indemnification Agreement.

The County may use at its sole discretion, concepts and ideas contained in the RFI response in any future procurement

efforts and will not identify the source of the information.

The County may request an oral discussion with Respondent(s); the Respondent can provide additional information.

The County reserves the right to schedule and conduct these discussions based on timing, priorities, etc.

SANDIEGOCOUNTY.GOV

REQUEST FOR INFORMATION (RFI) NO. 12899

ASSESSOR/RECORDER/COUNTY CLERK

ASSESSOR/RECORDER/COUNTY CLERK ASSESSMENT SYSTEM

RFI SUBMITTAL INFORMATION:

Parties interested in providing input to this RFI may submit responses to the questionnaire in Section 2. Other relevant

information related to the provision of an ARCC Assessment System may also be provided.

RFI RESPONSES:

Completed questionnaire submittals are requested on or before Monday, January 12, 2026, at 5:00 p.m., San Diego

time.

1. Submit electronically by uploading your information in either Word or PDF format directly in the BuyNet system

at: https://sdbuynet.sandiegocounty.gov/.

Any questions regarding this RFI should be addressed to David Robar, Senior Procurement Contracting Officer, via

email to david.robar@sdcounty.ca.gov. Questions and requests for clarification related to this RFI should be submitted

in writing prior to Monday, December 22, 2025. Questions received after this deadline may not be answered. Please

clearly mark the subject of the email as “Questions Relating to RFI 12889 – ARCC County Assessment System.”

Thank you for your interest in responding to this RFI. The County of San Diego looks forward to your organization’s

participation in this process.

RFI 12899

SANDIEGOCOUNTY.GOV

Page 2 of 5

REQUEST FOR INFORMATION (RFI) NO. 12899

ASSESSOR/RECORDER/COUNTY CLERK

ASSESSOR/RECORDER/COUNTY CLERK ASSESSMENT SYSTEM

1. OVERVIEW AND BACKGROUND

The Assessor division of Assessor/Recorder/County Clerk (ARCC) is responsible for the identification, valuation, and

enrollment of the assessed value of all taxable property within the County of San Diego that is not assessed by the

California State Board of Equalization (BOE). Assessments are enrolled annually for both secured and unsecured

properties as of lien date January 1 each year. Supplemental assessments are enrolled for secured real property when a

change of ownership occurs or new construction is completed. The California property tax system is unique and complex

due to Proposition 13, an amendment to the Constitution of California, enacted in 1978. Proposition 13 limits property

taxes to 1% of a property’s assessed value and restricts annual increases in the assessed value to an inflation factor, not

to exceed 2% per year. When a property changes ownership or new construction occurs, a new base value is established,

and a supplemental assessment is enrolled per sections 75.10, 50, and 51 of the RTC.

The County seeks information from vendors with experience in providing Property Assessment systems designed to

manage event-based assessments for annual and supplemental assessments.

The proposed system must support the operational scale and complexity of a large County, including the following:

 500 concurrent users

 1,020,000 parcels, estimated assessed value of $772 billion

 72,000 personal property accounts, estimated assessed value of $33 billion

 480,000 property tax exemptions, estimated exempt value of $32 billion

GOALS

1. Identify commercially available, browser-based Property Assessment systems, suitable for ARCC operations.

2. Gather market information to assist with planning, funding projections, and inform the development of

detailed functional and technical requirements for a future procurement.

SCOPE OF CAPABILITIES

The system should support, at a minimum, the following functions and operational activities performed within the

Assessor division of ARCC.

 Parcel maintenance (creation, splits, combinations, deactivation)

 Property ownership tracking

 Property situs address, and mailing address tracking

 Property characteristics maintenance and tracking

 Permit records and New Construction Statement processing for new construction events

 Property tax exemptions (Homeowners’, Disabled Veterans, Institutional Exemptions, etc.)

 Property tax exclusions/Propositions (Prop 19 Intergenerational, Base Value Transfers, Calamity, etc.)

 Property appraisal and assessment for real property

 Computer Assisted Mass Appraisal (CAMA)

 Property appraisal and assessment for business personal property, boats, aircraft, and leased equipment

 Property appraisal and assessment for specialty properties, including but not limited to Mills Act, Williamson

Act, Section 11, Possessory Interests, Manufactured Homes, etc.

 Annual Secured and Unsecured roll generation

 Supplemental roll generation

 Roll Correction and Escape assessments

 Appeals management

 Public inquiries for property information

 Data analysis and reporting of property information and assessed values

RFI 12899

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REQUEST FOR INFORMATION (RFI) NO. 12899

ASSESSOR/RECORDER/COUNTY CLERK

ASSESSOR/RECORDER/COUNTY CLERK ASSESSMENT SYSTEM

 Correspondence generation and tracking

2. QUESTIONNAIRE

A. Current Implementation

a. Please list all U.S. counties where your system is currently implemented and operational. For each

county, indicate:

i. The State where the county is located.

ii. The year the system was implemented.

iii. Has the Assessor successfully closed the assessment roll on time each year since

implementation?

1. If no, please explain.

iv. The parcel-size of the county.

v. The total pricing paid for the equipment/software and completion of full system

implementation in the county, including any ancillary costs.

vi. Indicate whether the pricing was for an Assessor-only system, or did it also include modules

for the Auditor & Controller and Tax Collector?

vii. Describe the implementation timeline, from the date that the contract was signed to the

system’s go-live date.

B. Pricing

a. Provide an overview of your general contract pricing structure (e.g., subscription/SaaS, licenses, etc.)

for your system. Indicate what pricing options are offered:

i. Time and Materials

ii. Fixed Cost Contract

iii. Milestone-Based Payment

iv. Usage-based

v. Payment Plan

vi. Other

b. Provide a preliminary, non-binding projection of the total estimated cost for your system, assuming

the operational scale provided within the overview. Please provide a breakdown for the following cost

components:

i. Initial Software Licensing/Subscription Fees (if any): The estimated cost for the first year.

ii. Professional Services/Implementation Costs: The estimated cost for deployment,

configuration, data migration, integration, and initial training.

iii. Ongoing Annual Costs: The estimated recurring annual cost (e.g., maintenance, support,

subscription renewal) starting in post go-live year.

C. Project Timeline

a. Provide a preliminary, non-binding projection of the estimated project timeline required for a

complete system implementation, configured for the operational scale provided within the overview.

Please outline the estimated duration for the following key project phases:

i. Project Kick-off and Planning: Estimated months required.

ii. System Configuration and Development: Estimated months required to configure the core

system and complete necessary integrations or customizations.

iii. Data Migration and Validation: Estimated months required for transferring and validating

existing organizational data.

iv. User Training and Acceptance Testing (UAT): Estimated months required for end-user

training and final system validation.

RFI 12899

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REQUEST FOR INFORMATION (RFI) NO. 12899

ASSESSOR/RECORDER/COUNTY CLERK

ASSESSOR/RECORDER/COUNTY CLERK ASSESSMENT SYSTEM

v. Go-Live and Post-Implementation Support: Estimated months for the official launch and

stabilization period.

D. System Operations

a. Based on your prior customer experiences and the operational scale provided within the overview,

please provide a percentage estimate of how your system aligns with the operational scale:

i. Commercial Off-the-Shelf (COTS): The estimated percentage of required functionality that

you believe can be met by your existing, standard, configurable product (i.e., requires no new

development or code changes).

ii. Customization/Development/Gaps: The estimated percentage of required functionality that

will necessitate new development, custom coding, or a third-party solution to bridge any

functional gaps specific to our organization.

b. Is your system compliant with California’s Proposition 13 and related tax regulations and laws,

including:

i. Base Year Value tracking

ii. Base value segments tracking at the event level, by land and improvement value and by

beneficial owner percentage

iii. Annual indexing of assessment using the Board of Equalization’s CPI factors

iv. Supplemental assessments (Change in Ownership and New Construction)

v. Exemptions and exclusions

vi. If your system is compliant with California’s Proposition 13, please provide a brief

explanation of how your system supports these requirements.

c. Does your system currently support the assessment and valuation of Personal Property in compliance

with California law?

i. If yes, briefly explain how this is achieved.

d. List all modules included in your system with a brief description outlining the functionality of each

module.

Organization ________________________________________________________________________________

Address ____________________________________________________________________________________

Contact Person ______________________________________________________________________________

Phone Number ______________

Email ________________________________

_____________________________________

Authorized Signature

_______________________________________

Printed Name and Title

___________________________

Date

RFI 12899

SANDIEGOCOUNTY.GOV

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This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

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RFI - ASSESSOR/RECORDER/COUNTY CLERK ASSESSMENT SYSTEM

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