MT - Artificial Intelligence and Machine Learning (AI/ML) Solution

{"Purpose":"The general purpose of this Contract is to fulfill the Department of Revenue’s mission to value properties efficiently, accurately, and at scale.\n","Scope of Work":"The Montana Department of Revenue Property Assessment Division (PAD) is seeking an Artificial Intelligence and Machine Learning (Al/ML) platform-based software-as-a-service (SaaS) solution that is commercially available to value up to four hundred seventy-five thousand (475,000) residential properties according to Montana's Revenue and Tax (R&T) Code","Background":"The State has utilized a legacy Computer Assisted Mass Appraisal (CAMA) system to value properties. The current process has impacted the ability of PAD staff to complete their responsibilities. The AI Machine Learning platform is needed to provide additional property valuation and comparative analysis support in relation to data provided by the current CAMA system.","Minimum Qualifications":"Offeror shall provide a minimum of 3 references that are currently using or have previously used services of the type proposed in this RFP. The references may include state governments or universities for whom the offeror, preferably within the last 5 years, has successfully completed an AI contract.","User Base":"280 total estimated","Go-Live/Launch Timeline":"11/1/2026 ( We plan to begin the contract in December)","Hosting":"AWS","Legacy System":"Computer Assisted Mass Appraisal (CAMA) ","Data Migration":"The proposed AI/ML solution must support migration of historical data from existing systems to ensure continuity in modeling and analytics.","Integration":"- ORION (Montana’s Property Assessment System)\nThe solution must interface with ORION to ingest property data and assessment records.\n- CAMA (Computer-Assisted Mass Appraisal)\nIntegration is required to support valuation modeling and analysis.\n- Geographic Information System (GIS)\nThe solution must be able to consume spatial data for location-based modeling.\n- Department of Revenue Data Warehouse\nIntegration is needed for historical data access and trend analysis.\n- Montana State Enterprise Authentication System\nThe solution must support single sign-on (SSO) and user authentication via the state’s enterprise identity provider.\n- Montana State Email System\nFor notifications, alerts, and workflow-related communications.\n\nAT/PRO with Other States System","Reporting & analytics":"The solution must support predictive and prescriptive analytics to enhance decision-making across tax administration functions.\nThe system should provide configurable dashboards that allow authorized users to monitor key performance indicators (KPIs), trends, and anomalies in real time.\nVendors must offer tools that enable users to create ad hoc reports without requiring advanced technical skills.","Maintenance Support":"The RFP requires vendors to provide ongoing maintenance and support, including regular updates, technical assistance during business hours, defined SLAs, system monitoring, incident management, documentation, change control procedures, and user training during transitions or upgrades.","Training":"A combination of on-site and virtual is preferred. Early training should be expected to be on-site, follow-up trainings could be done virtually. Training modules or recorded trainings would also be desired for newly hired staff after the original trainings are performed.","Submission Method":"Proposals must be uploaded electronically\n","Initial Contract Term":"The initial term is for a period of 2 years. \nState may renew this Contract for two-year intervals, or any interval that is advantageous to State.\nThis Contract, including renewals, may not exceed a total of 10 years","Estimated Budget by State":"The contract value for the initial term is for estimation purposes only. Exhibit C: Vendor Proposal determines the actual pricing of the Contractor Offerings provided under this Contract. $1,000,000.00 per year.","Offshore resource":"Not allowed","Sub-contract":"The Contractor is fully responsible to the State for all actions (or failures to act) by its subcontractors, agents, and their employees, as well as the Contractor's own staff. Crucially, the State has no direct contractual relationship with any subcontractor.","Pricing":"The contract value for the initial term is for estimation purposes only. Exhibit C: Vendor Proposal determines the actual pricing of the Contractor Offerings provided under this Contract. \n","Retention Period":"Contractor shall retain all records related to this Contract for 6 years following the termination or expiration of this Contract.","MWBE/SDVOB":"NA","Warranty":"NA","Payment Terms":"Invoices are due the first business day of each month. Contractor shall provide banking information within 10 business days after the Effective Date to facilitate State’s electronic funds transfer payments of fees.\n","Escrow":"NA","Payment Holdback":"If Contractor fails to comply with its duties in this Contract, State may, with a 30- day written notice, withhold all or a portion of payment related to Contractor’s non-compliance without penalty or work stoppage by Contractor, until Contractor cures its noncompliance and performs to State’s satisfaction.","RFP Document Folder Link":"https://drive.google.com/drive/folders/1XQ1Z0rpzng_j0hxgk6eNHSDxS5UWGHnI?usp=sharing"}