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Request for Proposal

For

Centralized Revenue Opportunity System (CROS)

RFP BOE 0860-094

July 1, 2013

Appendix B

Glossary of Terms and Definitions

State of California

Board of Equalization

450 N Street

PO Box 942879, MIC: 01

Sacramento, California 94279-0001 www.boe.ca.gov

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State Board of Equalization

RFP# BOE 0860-094

July 1, 2013

Appendix B – Glossary of Terms and Definitions

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RFP# BOE 0860-094

July 1, 2013

CONTENT

A

B

C

D

E

F

G H

I

J K L

M

N

O

P

Q

R

S

T

U

V

W

X Y Z


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RFP# BOE 0860-094

July 1, 2013


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RFP# BOE 0860-094

July 1, 2013

A

Account Number

Accountant

Accurint

Ad Hoc Query

Address Type

An eight to nine digit account number assigned to each registered customer (e.g., 22-333333 or 111-999999).

A customer's representative who assists and/or prepares BOE tax/fee returns their client.

A research tool available to staff to utilize in locating information on customers.

Ad Hoc queries are those that are not already defined that are not needed on a regular basis, so they're not included in the typical set of reports or queries provided with the software. These are typically queries that the user can create on their own outside the scope of the delivered software.

The categories that define addresses, such as primary, billing, mailing, refund, and garnishment. Customers, especially customers, often have multiple addresses.

Administrative Protest (Late

Petition)

The BOE is not required to accept a petition filed after the applicable deadline, but the BOE may accept an untimely petition as an administrative protest and, if it does, the protest will be reviewed similarly to a timely petition. See Determination.

Administrative Requirement Requirements that pertain to doing business with the State of California or

Advanced Function

Presentation (AFP)

Alcoholic Beverage Control

Number (ABC Number) the federal government; e.g., compliance with the ADA. Administrative

Requirements in the CROS RFP pertain to the submission of responsive bids.

Advanced Function Presentation is a presentation architecture and family of associated printer software and hardware that provides for document and information presentation independent of specific applications and devices.

Alcoholic Beverage Control Number issued by the Department of Alcoholic

Beverage Control to identify a license issued to an entity.


5

Alcoholic Beverage Tax

Allocation

Amended Return

American Bankers Association

Number (ABA)

American National Standards

Institute (ANSI)

Americans with Disabilities

Act (ADA)

Annexation to a City

Annotations

Annual Report

Appeals

Appeals Conference

Appeals Summary


RFP# BOE 0860-094

July 1, 2013

The alcoholic beverage tax is a per-gallon excise tax collected on the sale, distribution or importation of alcoholic beverages in California.

1. The distribution of payments to the appropriate jurisdictions according to the factors supplied on the returns. See Local Tax. 2. Refers to the allotment of cash to a target (e.g., tax type, liability period, source, etc.) 3.

The process of distributing requirements, resources, or other entities among the components for a system or program.

A customer initiated correction to the original return filed.

A number which identifies a bank. It is used to route requests for electronic payment to the correct bank.

A private, not-for-profit association of users, manufacturers, and other organizations that administers U.S. private sector voluntary standards.

To meet and carry out compliance with the non-discrimination requirements of Title II of the ADA, it is the policy of the Procurement

Division (within DGS) to make every effort to ensure that its programs, activities, employment opportunities, and services are available to all persons, including persons with disabilities.

To expand the city's boundaries to include more territory. For BOE, a new

Tax Area Code will be assigned to businesses that were previously recognized as being located in the county.

Summaries of selected legal opinions issued by the BOE's Legal

Department. Annotations do not have the authority of law, but provide helpful guidance in applying the law.

Summary of BOE major program activities during the fiscal year, including statistical data for the sales and use, fuel, alcohol, tobacco, and other taxes and fees collected by the BOE.

Customers who disagree with staff decisions to assess additional taxes, fees, interest, or penalties may file petitions to dispute the decisions through the BOE’s administrative appeals process.

A meeting with impartial Appeals Division staff that enables the customer and the BOE’s auditors to present evidence about a contested liability or refund.

See Summary Analysis.


6

Appellant

Application Level Security

Testing

Approval Requirements

Arbitrary Number (ARB)

Assessee

Assessment

Asynchronous Messaging

Audit

Audit Assignment Date

Audit Control


RFP# BOE 0860-094

July 1, 2013

The party who files an appeal. An appellant can be an individual, partnership, corporation, trust, limited liability company, etc.

Application-level security ensures that, based upon the desired security, actors are restricted to specific functions or use cases, or are limited in the data that is available to them. For example, everyone may be permitted to enter data and create new accounts, but only managers can delete them. If there is security at the data level, testing ensures that “user type one” can see all customer information, including financial data, however,

“user two” only sees the demographic data for the same client.

If a Decision and Recommendation or Supplemental Decision and

Recommendation recommends that a petition, claim, or request for relief be granted in whole or in part and the amount granted exceeds $100,000, the recommendation will be sent to the Board Members for approval.

Rules for Tax Appeals §5266(f)

An arbitrary number is assigned to a non-permitized or unidentifiable entity to accept payments, to identify an account, or for use in establishing a liability against an unlicensed or uncooperative person.

A person who is being assessed for the purpose of determining tax liability etc.

1. The BOE’s proposed amount of tax or fee, interest and penalty owed by a customer. Notification of an assessment is provided to the customer in a

Notice of Determination or Notice of Jeopardy Determination. See

Determination.

Asynchronous messaging describes communications that takes place between two applications or systems, where the system places a message in a message queue (called an Event Queue in enterprise messaging systems) and does not need to wait for a reply to continue processing.

1. An independent examination of a work product or set of work products to assess compliance with specifications, standards, contractual agreements, or other criteria. 2. Tax auditing is defined as an inquiry into all phases of a customer’s company in which significant tax error could occur.

The date an audit was assigned to be worked by an auditor.

Audit Control staff are generally responsible for the comping of audits.


7

Audit Issue

Presentation Sheet (AIPS)

Audit Leads

Audit Period

Audit Plan/Program

Audit Report

Audit Results Letter

Audit Reviewer

Audit Selection Process

Audit Trail


RFP# BOE 0860-094

July 1, 2013

A report given to customers during and after the conclusion of their audits that details proposed adjustments to reported taxes or fees. An AIPS is prepared for each audit issue and includes a discussion of the facts, the relevant law, and the proposed adjustment.

1. Form BOE -1164 is completed to identify any potential tax issues obtained during an audit. 2. Information provided by third parties indicating a business is operating without a permit and/or required licenses. Otherwise known as a complaint or a referral.

The specified time period or reporting period subject to audit examination. An audit may result in an audit report and issuance of a

Notice of Determination, Notice of Refund, or other Department finding.

All audits must be guided by an organized plan. A carefully thought-out, but flexible, overall plan (audit program) forces advance thinking and a proper overview of the assignment as a whole. As such, audit programs are mandatory and must be completed for all audit assignments. Audit programs must be written on a separate schedule and included as a memo in the audit.

An auditor’s report of his or her findings and recommendations after completion of an audit.

Letter sent to a customer regarding the final outcome and amount if any on the audit.

The audit reviewer is responsible for the quality, uniformity, and consistency of audits. Reviewers are responsible for ascertaining that the audit reports and working papers are accurate and complete.

The audit selection process occurs annually and usually begins in April.

Data Analysis Section (DAS) receives from Technology Services Division

(TSD) an electronic list of accounts eligible for audit, with an assigned cell number. DAS adds the audit history of the accounts and assigns the priority, as applicable. The file information for all eligible accounts is provided during the annual meeting between DAS and the district office selectors.

1. A record showing who has accessed an Information Technology (IT) system and what operations the user had performed during a given period. 2. Data maintained to trace activity, such as a transaction log, for purposes of recovery or audit.


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Audit Transcripts (414-M)


RFP# BOE 0860-094

July 1, 2013

Electronic transmission of a customer's returns for the audit period.

Audit Working Papers (AWP) Worksheets compiled by the auditor in the course of making a field audit, revised audit, reaudit, field billing order, or adjusted field billing order, together with other pertinent material.

Authentication (NIST) 1. The process of establishing confidence in user identities. 2. Verifying the identity of a user, process, or device, often as a prerequisite to allowing access to resources in an information system.

Auto Pay

Automated Compliance

Management System (ACMS)

Availability

Automatic debits to a customer’s bank account for payments required under an installment payment agreement.

The application to track outstanding liabilities and the associated collection activities.

1. The property of a system or a system resource being accessible and usable upon demand by an authorized system entity, according to performance specifications for the system; i.e., a system is available if it provides services according to the system design whenever users request them. 2. The degree to which a system or component is operational and accessible when required for use.

B

Backup

Balance Report

Balanced Scorecard

Balancing

1. A system, component, file, procedure, or person available to replace or help restore a primary item in the event of a failure or externally caused disaster. 2. A copy of a file, a set of files, or a disk for safekeeping in case the original is lost or damaged.

Reconciling payments by adding checks to compare with processed total on Tally Report (payments key entered directly into system).

The vehicle used to rate and document the Contractor's Management

Performance for a given Measurement Period.

For the purpose of district offices, reconciling the monies/funds received to the amount entered in system.


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RFP# BOE 0860-094

July 1, 2013

Base Contract Period

Baseline

The Base Contract Period provides 48 months to implement the CROS solution and 12 month warranty as defined by the Contractor’s proposal and includes Full System Implementation and Transition period.

A specification or product that has been formally reviewed and agreed upon, that thereafter serves as the basis for further development, and that can be changed only through formal change control procedures [IEEE-STD-

610].

Baseline Measurement Period The corresponding 12 month period prior to the time the first major

Batch release of a deliverable is placed into production.

1. Pertaining to a system or mode of operation in which inputs are collected and processed all at one time, rather than being processed as they arrive, and a job, once started, proceeds to completion without additional input or user interaction. 2. A group of items processed or created in one operation that allows for the control and tracking of those items for later retrieval or resolution of issues.

Batch Period Codes

Benefit

Benefit Realism

Benefit Reasonableness

Benefit Stream

Benefits Baseline Budget

Best Practice

Best Value

Four digit code designating period (e.g., month, year, quarter, calendar yearly, fiscal yearly) of a return.

The increase in revenue attributable to the proposed solution or deliverable net of the measured baseline benefit.

Are the forecast benefits achievable for the solution proposed (i.e., low enough to be achieved)?

Are the forecast benefits sufficient for the solution proposed (i.e., high enough to capture the likely benefits that will be realized).

A category of benefits targeted by the CROS project for improvement.

The contractor's estimate of benefits on a quarterly calendar, cumulative,

State fiscal year, and overall total basis for the term of the CROS contract.

Trends and approaches that have successfully provided services and information over time.

1. Any factor or criterion related to requirements and supplier selection for a particular transaction that is established by a State department to ensure that their business needs and goals are effectively met and that the

State obtains the most value. 2. Synonymous with value effective.


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Bidder

Bill

Billing Notice

Biometric

Board Assessed

Board Decision

Board Hearing

Board Member District

Board of Equalization

Member

BOE Customer

Branch Office


RFP# BOE 0860-094

July 1, 2013

1. A supplier who submits, or has identified their intention to submit, a bid to the State in response to a solicitation. 2. An individual, sole proprietorship, firm, partnership, corporation, or any other business venture that submits a signed Letter of Intent to Submit a Proposal, or that submits a Final Proposal. 3. One who submits a competitive offer in response to RFP.

Any notice that informs a customer of an assessment or money owed to

BOE.

See Notice of Determination.

An image or template of a physiological attribute (e.g., a fingerprint) that may be used to identify an individual. Biometrics may be used to unlock authentication tokens and prevent repudiation of registration.

A liability assessed by BOE. Examples include: determinations, tax short billings, reinstatement fees, audits, and collection costs.

A decision made by the Board Members sitting as a body at a publicly noticed Board Meeting. Decisions can only be made when three or more members are present (a quorum).

An appearance by a customer and BOE staff before the Members of the

Board to present oral arguments concerning unresolved issues related to a specific liability or claim for refund for taxes of fees.

For the purposes of tax administration, the Board of Equalization divides the state into four Equalization Districts, each with its own elected Board

Member.

The Board's five members serve concurrent four-year terms as the nation's only elected tax commission. Their popular election ensures that the

Board's tax program administration remains directly accountable to the people. Four members are elected by district. The fifth member, the State

Controller, is elected at large and serves in an ex officio capacity. (Also

known as Board Members)

Includes all BOE Divisions and the staff in the Division plus external customers of BOE.

Since some geographical areas, overseen by the District Office, can be several hundred miles away, the BOE has strategically placed branch offices in remote areas to alleviate the customer’s driving burden.


11

Budget

Budget Change Proposal

(BCP)

Business Continuity

Business Day

Business Intelligence (BI)

Business Problem

Business Process


RFP# BOE 0860-094

July 1, 2013

A plan of operation for a specific period of time expressed in financial terms. 1. A program budget expresses the operating plan in terms of the costs of activities to be undertaken to achieve specific goals and objectives. 2. A traditional budget expresses the plan in terms of the costs of the goods or services to be used to perform specific functions.

A BCP is a proposal to change the level of service or funding sources for activities authorized by the Legislature, or to propose new program activities not currently authorized.

Business continuity is the activity performed by an organization to ensure that critical business functions will be available to customers, suppliers, regulators, and other entities that must have access to those functions

Identifies the day as being a date the BOE is open for business.

BI is an interactive process for exploring and analyzing structured, domainspecific information (often stored in data warehouses) to discern trends or patterns, thereby deriving insights and drawing conclusions. The BI process includes communicating findings and effecting change. Domains include customers, products, services, and competitors.

The BOE problems to be solved by the bidder.

A set of one or more linked procedures or activities which collectively realize a business objective or policy goal.

Business Process

Management (BPM)

Business Requirements

Business Rules

Business process management is the ability to have end-to-end visibility and control over all parts of a long-lived, multi-step information request or transaction that spans multiple applications and people in one or more companies.

A high-level description of the needs, wants, and expectations of the end users of the software application relating to the specified Conceptual

Requirements. In addition to the Conceptual Requirements, Business

Requirements become the foundation for the Functional and System

Requirements.

The practices, policies and procedures that govern the behavior of an organization. Assignment routing for approving various actions are business rules. Business rules are decision tables.


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Business Solutions

Buy Back Date


RFP# BOE 0860-094

July 1, 2013

The process focuses on obtaining proven solutions to specific business problems and identifying new and innovative ways of achieving business goals. It is a top-down, iterative process of developing and evaluating ideas with the goal of achieving business solutions that are “best of breed.”

An attribute of a payment. The date on which the BOE transfers funds to the bank in order to buy back the customer’s check that was dishonored.

C

CA View

CalAters

Calendar Year (Y)

California Code of Regulations

(CCR)

California Technology Agency

(CTA)

CAPTCHA

Capture

Cardlock

CAS

Web-based site used to view various business reports.

A web-based solution for travel advance and expense reimbursement processing used by the BOE to ensure compliance with Statewide travel rules and department policies.

A reporting period that runs from January 1, XXXX to December 31, XXXX.

Regulations that have been adopted by State agencies in order to implement a statute after a period of public comment, review and approval by the Office of Administrative Law.

Formerly known as Office of the State Information Officer (OCIO) a cabinet-level agency with statutory authority over strategic vision and planning, enterprise architecture, IT policy, and project approval and oversight (see SB 90, Statutes of 2007, Senate Bill 834 (Statutes of 2006), or Government Code § 11545.)

Short for completely automated public Turing test to tell computers and humans apart. A technique used by a computer to tell if it is interacting with a human or another computer.

Information gathered through an online application process.

Method of purchasing fuel via specific authorized means such as an issued card.

1. See Compliance Assessment. 2. See Computer Audit Specialist.


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Case

Case Documentation

Case Management

Case Number

Cash Date

Cash Day

Change Control

Change in Ownership

Change Management

Claim for Refund

Client

Closeout

Cigarette Tax Stamps


RFP# BOE 0860-094

July 1, 2013

A collection of data about the customer and account which is used as the information platform to intake, manage, assign, reconcile, and determine liability and responsibility for customer obligations.

Electronic and hard copy information specific to an assigned account.

Case management is a series of actions taken to ensure the timely working of each assignment that is a part of a caseload. (Staff/individual level)

System-generated appeals case number.

The processing date of revenue and/or remittance documents assigned by the Cashier Unit. This date may differ from the date the item was physically processed.

The day to which a group of payment or revenue documents are associated.

The procedure to ensure that all changes are controlled, including the submission, analysis, decision making, approval, implementation and post implementation of change.

A change in entity (e.g., from a sole proprietor to a corporation) or business ownership.

1. Process of controlling changes to the infrastructure or any aspect of services, in a controlled manner, enabling approved Changes with minimum disruption.

The indicia of payment of tax, and includes, but is not limited to: stamps, meter impressions, or any other indicia developed using current technology to be affixed to a package of cigarettes.

A written claim for refund of an overpayment.

A client is any person, corporation, partnership, association, professional, group of professionals, etc., which can be uniquely identified and for which the BOE needs to keep a name and address for the collection and administration of taxes.

An account must be closed out when it is no longer actively engaged in business, if a business has been sold, or if there is a change in some types of ownership. See Change in Ownership.


14

Co-Browsing

Collection Activities

Compatibility

Compensation

Compensation Milestone

Compensation Model

Compliance Assessment

Compliance Statistics

Component

Computer Audit Specialist

(CAS)


RFP# BOE 0860-094

July 1, 2013

Co-browsing, in the context of web browsing, is the joint navigation through the Internet by two or more people accessing the same web pages at the same time.

Actions taken to obtain compliance from customers that may be delinquent, have outstanding liabilities with the BOE, or is not in compliance with BOE's rules and regulations.

The ability of two or more systems or components to perform their required functions while sharing the same hardware and software environment.

All compensation to the contractor for all services and deliverables proposed by the contractor to meet the CROS project requirements shall be based on benefits as described in Section VII of the CROS project RFP.

One of a minimum of ten Technical Reviews as prescribed per the CROS

Project Requirements that must be State Accepted in order to qualify

Deliverables for Compensation subject to an increase in Benefits.

The compensation criteria (e.g., performance measure, payment schedule and payment amount).

The creation of revenue source information (RSI) to fulfill a financial obligation during a compliance function, e.g., to clear delinquencies.

Data related to collection activity.

1. A component is a software object, meant to interact with other components, encapsulating certain functionality or a set of functionalities.

A component has a clearly defined interface and conforms to a prescribed behavior common to all components within an architecture. 2. One of the parts that make up a system. A component may be hardware or software and may be subdivided into other components.

Computer specialists that supports the auditor in processing customer electronic data.


15

Conceptual Requirements

Confidential (Flag)

Confidential Account

Confidential Data /

Information

Confidential - Program

Specific Data

Configurability

Configuration


RFP# BOE 0860-094

July 1, 2013

Conceptual requirements provide a high-level description of the needs, wants, and expectations of the sponsor, customer and other stakeholders.

This includes the major features that are needed to satisfy the stated goals, objectives, scope, and strategies for the project. It provides the guiding direction for the project, and becomes the foundation for the

Business Requirements. The Conceptual Requirements are identified and agreed upon by representatives from BOE Divisions that are affected with the result of the software application project, at the Business Requirement

JAD session(s).

An indicator that an account has confidential information which may not be shared with the public. The flag is used in the registration subsystem to generate a message on the screen. The message informs BOE users that the account they are viewing is confidential, and it is unlawful to share the details of the account with the public.

An account where none of the information cannot be shared with the public.

1. Information that is exempt from disclosure under the provisions of the

California Public Records Act (Government Code Section 6250-6265) or other applicable State or Federal Laws (see SAM 4841.3). 2. Confidential data may include Tax account information, Tax and fee payer information, claimant and employer information, information about how our agency automated system operate, criteria used for initiating audit selection, how BOE agency safeguards its information, any other proprietary information.

All tax and fee payer information and personal data, whether in electronic, paper or other media that may only be accessed and used by specific authorized staff or specific Program Areas. Information security must be strictly enforced and protected from disclosure to the public and unauthorized staff.

How much a system can be changed or customized. Configurable software has the flexibility to adapt and tailor the system to fit a company’s requirements through the extensive use of built-in system features.

1. A configuration is an arrangement of functional units according to their nature, number, and chief characteristics. Often, configuration pertains to the choice of hardware, software, firmware, and documentation. The configuration affects system function and performance. 2. The arrangement of a computer system or component as defined by the number, nature, and interconnections of its constituent parts.


16

Configuration Item (CI)

Configuration Management

Database (CMDB)

Configuration Testing

Consistency

Constraint

Consumer Use Tax Account

Contingency Planning

Contract Manager

Contractual Requirement

Conversion


RFP# BOE 0860-094

July 1, 2013

An aggregation of work products that is designated for configuration management and treated as a single entity in the configuration management process.

(ITIL Service Transition) A database used to store configuration records throughout their lifecycle. The configuration management system maintains one or more configuration management databases, and each database stores attributes of configuration items, and relationships with other configuration items.

Configuration testing verifies the operation of the target-of-test on different software and hardware configurations.

The degree of uniformity, standardization, and freedom from contradiction among the documents or parts of a system or component.

1. A restriction, limit, or regulation. 2. A type of requirement that cannot be traded against other requirements.

Consumer Use Tax Accounts identify potential use tax liabilities of consumers on purchases made from non-dealers of vehicles, vessels, aircraft, mobile homes/manufactured homes.

Planning to address unwanted occurrences that may happen at a later time. Traditionally, the term has been used to refer to planning for the recovery of IT systems rather than entire business processes.

1. A person designated by the responsible State agency or department to manage performance under a contract. 2. Per PCC 10348.5 at least one position per State agency must be designated as a contract manager.

Every contract manager shall have knowledge of legal contractual requirements.

Work that must be performed by the business partner, including constraints on how the work is performed, the physical products to be delivered, and the criteria and model for compensation. For the purpose of the Procurement Plan, this does not include administrative items.

Modification of existing software to enable it to operate with similar functional capability in a different environment.


17


RFP# BOE 0860-094

July 1, 2013

Corrective Action Plan (CAP) A contractor's plan and deliverable for remediating a project or technical management, contract services, or system performance problem identified by the BOE including, at a minimum, the identification of the problem and a description of the tasks, deliverables, resources, and timeframe for correcting the problem.

Cost Realism

Cost Reasonableness

Is the cost realistic for the work required and the schedule and solution proposed. May be expressed as a probability of success, or a number of standard deviations from the mean.

Is the cost reasonable and fair for the work required and the schedule and solution proposed.

Countywide Pool Countywide pools funds all jurisdictions within one county based on the percentage of local tax revenue compared to the other jurisdictions (if any) within that county.

Credit Interest Interest added to a refund on certain overpaid amounts.

Credit Return Return with net credit tax due amount.

Critical Design Review (CDR) A review conducted to verify that the detailed design of one or more configuration items satisfy specified requirements; to establish the compatibility among the configuration items and other items of equipment, facilities, software, and personnel; to assess risk areas for each configuration item; and, as applicable, to assess the results of feasibility analyses, review preliminary hardware product specifications, evaluate preliminary test planning, and evaluate the adequacy of preliminary operation and support documents.

CROS Contract

CROS Solution

Cryptography

Current Funding

Customer

The contract included in this RFP and as revised by amendment.

The proposed solution after final BOE acceptance.

The discipline that embodies the principles, means, and methods for the transformation of data in order to hide their semantic content, prevent their unauthorized use, or prevent their undetected modification.

Current funding is how the state, local, ¼% county and STJ (if applicable) portions of an FO have been distributed. This differs from current allocation as funding is dependent on how much has been paid by the customer. Current allocation establishes the disbursement route of any/all additional revenues received.

An entity that is a registered customer or has a business relationship with

BOE.


18

Customer Profile

Customer Relationship

Management (CRM)

Customer Service

Representative (CSR)

Cutover


RFP# BOE 0860-094

July 1, 2013

A set of electronic data containing information about a customer (e.g., address, classification(s), account status, etc.). A customer profile could contain all known information about a customer, or an organization could choose to maintain only selected data points that help the organization better understand and serve its customers.

Customer relationship management is a broad term that covers concepts used by companies to manage their relationships with customers, including the capture, storage and analysis of customer, vendor, partner, and internal process information.

Taxpayer Information System (TIS) representative assisting callers with inquiries regarding BOE's various tax and fee programs.

The discrete point when a site transitions from the existing production system to the new production system.

D

Dashboard

Data Classification

A user interface that resembles the dashboard of an automobile.

Dashboards contain small graphs, charts, and gauges that provide data on key information within an organization.

Level of security required for data, e.g., data classified as FTI requires a higher level of security and tracking than other third party data.

Data Custodian

Data Dictionary

Maintains data for the BOE by determining where the data will be located

(BOE servers or local pc) and in what format it will be stored in (MS Access,

ACL, Excel.)

A centralized repository of information about data such as meaning, relationships to other data, origin, usage, and format.

Decision and

Recommendation (D & R)

Document prepared by Appeals Division staff after the conclusion of an

Appeals Conference.

Declaration of Timely Mailing A request form, completed by a customer that states under the penalty of perjury that their return or scheduled was filed timely. The request is reviewed for possible waiver of penalty and interest.


19

Decryption

Defect (System)

Defect Severity

Delinquency

Delinquency Calendar

Delinquency

Citation/Revocation

Delinquency Cycle


RFP# BOE 0860-094

July 1, 2013

1. Decryption is the reverse process of encryption, i.e., to make the encrypted information readable again (i.e., to make it unencrypted). 2.

Decryption is the reverse process of transforming encrypted information back into readable format.

An error, flaw, or fault in the software or hardware that produces an incorrect result resulting in the inability of a system or component to perform its required functions.

System defects may be categorized as Severe, Critical, Major, Minor or

Trivial.

Severe - Defects that could (or did) cause disastrous consequences for the system in question, e.g., loss of data, loss of system availability, loss of security, loss of safety, etc. Critical - Defects that could (or did) cause very serious consequences for the system in question, e.g., a function is broken, cannot be used and there is no workaround. Major - Defects that could (or did) cause significant consequences for the system in question –

A defect that needs to be fixed but there is a workaround, e.g., (1) losing data from a serial device during heavy loads; (2) Function badly broken but workaround exists. Minor - Defects that could (or did) cause small or negligible consequences for the system in question. Easy to recover or workaround, e.g., (1) error message misleading; (2) Displaying output in a format other than the customer desired. Trivial - Defects that are cosmetic and/or cause no negative consequences for the system in question. Such defects normally produce no erroneous outputs, e.g., (1) simple typos in documentation; (2) bad layout or misspelling on screen.

A record established on the system that identifies a specific tax return has not been filed (period delinquency) or a BOE requirement has not been fulfilled (cause delinquency).

A calendar (schedule) used to identify the functions that need to take place when customers fail to report the required filings.

The process of notifying the customer of a hearing that they must appear

(citation notice) in order to avoid revocation of the account, revoking the account and establishing reinstatement fees on the system, and mailing a notice of revocation to the customer.

The process of creating a delinquency and producing any appropriate delinquency notices.


20

Delinquency Notice

Delinquent Return

Deliverable

Demand Notice

Demonstration

Department


RFP# BOE 0860-094

July 1, 2013

A notice mailed to customer due to return not being filed by due date.

A return, not filed by the prescribed due date, is delinquent.

Any measureable, tangible, verifiable outcome, result, or item that must be produced to complete a project or part of a project. Often used more narrowly in reference to contract deliverable, subject to approval by the

State.

Notice of immediate payment due of a liability.

A dynamic analysis technique that relies on observation of system or component behavior during execution, without need for post-execution analysis, to detect errors, violations of development standards, and other problems.

1. Departments within BOE, such as Sales and Use Tax Department (SUTD),

Property and Special Taxes Department (PSTD), Administration,

Headquarters, Legal, etc. 2. Any office, department, board, bureau, commission or other organizational entity within State government.

Sometimes used interchangeably with agency.

Department of Finance (DOF) The Department of Finance is responsible for preparing, explaining, and administering the state’s annual financial plan, which the Governor of

California is required under the California Constitution to present by

January 10 of each year to the general public.

Department of General

Services (DGS)

Depository Banks

Deputy Director

The Department of General Services serves as business manager for the state of California. General Services helps to better serve the public by providing a variety of services to state agencies through procurement and acquisition solutions, real estate management and design, environmentally friendly transportation, professional printing, design and

Web services, and funding for the creation and construction of safe schools.

BOE uses eight depository banks for depositing funds received.

Under the general direction of the Executive Director, the Deputy Director, of each tax/fee program within BOE, plans, organizes and directs the departmental section(s) and provides guidance and assistance to the

Board, the Executive Director, heads of organizational components and other state agencies.


21

Derive

Design Description


RFP# BOE 0860-094

July 1, 2013

The process by which information is created based on existing information. e.g., a return schedule is derived based on schedules filed on prior returns.

A document that describes the design of a system or component. Typical contents include system or component architecture, control logic, data structures, input/output formats, interface descriptions, and algorithms.

Design Review

Designated Representative

Desk Audit

Desktop Reference Electronic

Access Manual (DREAM)

Detailed Design

Determination

Development Environment

Development Testing

Difference

A process or meeting during which a system, hardware, or software design is presented to project personnel, managers, users, customers, or other interested parties for comment or approval. Types include critical design review, preliminary design review, and system design review.

A third party individual or entity authorized to represent a customer with the BOE.

An audit, similar to a field audit, that is generally less complex.

Information used to perform the audit is generally from the customer's return or from third party sources and eliminates the need for the auditor to travel to the customer's location.

A useful resource (webpage) for a CSR in the Taxpayer Information

Section. DREAM assists with the information needed to answer the various inquiries received from the public and customers and provides a means of keeping information easily available in order to aid the public in an efficient and effective manner.

The process of refining and expanding the preliminary design of a system or component to the extent that the design is sufficiently complete to be implemented.

A notice produced from a board assessed non-final difference which can be a zero or greater than zero balance.

(ITIL Service Design) An environment used to create or modify IT services or applications. Development environments are not typically subjected to the same degree of control as test or live environments.

Formal or informal testing conducted during the development of a system or component, usually in the development environment by the developer.

The balance after matching payments and revenue. A Difference can be either a debit (amount due from the customer), a credit (amount owed to the customer), or zero.


22

Digital Signature


RFP# BOE 0860-094

July 1, 2013

An asymmetric key operation where the private key is used to digitally sign an electronic document and the public key is used to verify the signature.

Digital signatures provide authentication and integrity protection.

Disabled Veteran Business

Enterprise (DVBE)

A business that meets all of the following criteria: 1. At least 51 percent of the business is owned by one or more disabled veterans, or in a business whose stock is publicly held, at least 51 percent or more of the stockholders are disabled veterans; 2. The management and control of the business are exercised by one or more disabled veterans; 3. The business is domestically owned and its home office is in the United States; and 4. The business has been certified as a DVBE by the Office of Small

Business and DVBE Certification (OSDC).

Discharge from Accountability See Write-Off.

Discussion Group A discussion group is an online forum for individuals to discuss various topics amongst each other. People add their comments by posting a block of text to the group. Others can then comment and respond.

Dishonored Check

Dispute

District Liability

District of Control

Failure of a financial institution to pay a check, draft, bill of exchange, etc.

A difference of contract interpretation between the State and the contractor or asserting a right to contract performance by one party against the other.

District tax liability is the taxable measure of transactions in any Special

Tax Jurisdiction (STJ) multiplied by that STJ tax rate, which results in the amount due to that STJ from the customer. District tax liability is also utilized by RAU and field audit staff in determining assessments or refunds.

An indicator that identifies the district that has control over an account.

District Office (Field Office) Field offices for the BOE. The offices provide registration services, collection services and other customer service to customers.

District Office Cashier

District Tax

Responsible for cashiering payments made in person, or direct mail to the office, by customers.

Numerous special taxing districts throughout California impose district transactions (sales) and use taxes under the Transactions and Use Tax Law, which are administered by the BOE.


23

District/Local Tax

Redistribution

Documentum

Domain

Draft Proposal

Dual Determination

Due Date


RFP# BOE 0860-094

July 1, 2013

A district/local tax redistribution is also commonly referred to as a “fund transfer”. It is the process of redistributing incorrectly allocated district/local tax funds to the correct jurisdiction. It is done at the financial obligation level and is included in the quarterly jurisdictional funding computations.

Documentum is document management software that provides management of document content and attributes such as check-in, checkout, workflow, and version management.

A specific expert knowledge valid for a pre-selected area of activity.

The Draft Proposal Phase is an iterative, conversational mode of proposal development that allows each bidder to provide a detailed description of its proposal and get feedback from the CROS Project. The draft proposal serves as the basis for confidential discussions with CROS project staff regarding the proposed solution.

A notice or billing informing a person of a liability for tax that has already been assessed against another person or business entity.

The date on which an obligation must be paid or an action complied with.

E

Earnings Withholding Order

(EWO) e-Client

Effective Date

An Earnings Withholding Order for Taxes (Original and Modification) is a continuing wage garnishment based on a percentage of a debtor’s earnings, not to exceed 25% of disposable income.

An individual registered by the BOE to perform external functions. An eclient record may be used to validate an Internet user or to validate a paper order preparer. An e-client must have a user ID and password.

The effective date indicates the date the return was received by the BOE.

For electronic filings it represents the day the file is received by the BOE on the mid-tier. For paper filings it represents the due date where the return is filed timely or the Key Data Entry captured postmark date if it is past the due date.


24

Effective Date of Payment

Efficiency eFile (ELF)

Electronic Waste Recycling

Fee

Encoding

Encryption


RFP# BOE 0860-094

July 1, 2013

The date the payment became the property of BOE or another State agency.

The degree to which a system or component performs its designated functions with minimum consumption of resources.

The eFiling Program provides eligible customers with an electronic method to file returns, prepayments, and claims for refund (Motor Fuels Tax accounts only) over the Internet.

The Electronic Waste Recycling (eWaste) fee is imposed upon consumers that purchase certain video display devices. The various devices subject to the fee are known as “covered electronic devices” or CEDs.

Manually key enter the dollar amount of check on lower right hand corner in Magnetic Ink Character Recognition (MICR), for subsequent processing through the banking system.

1. In cryptography, encryption is the process of transforming information

(referred to as plaintext) using an algorithm (called a cipher) to make it unreadable to anyone except those possessing special knowledge, usually referred to as a key. The result of the process is encrypted information (in cryptography, referred to as ciphertext). 2. Encryption is the conversion of data into a form, called a ciphertext, which cannot be easily understood by unauthorized people.

Enterprise Content

Management (ECM)

Enterprise Content Management is a formalized means of organizing and storing an organization's documents, and other content, that relate to the organization's processes. The term encompasses strategies, methods, and tools used throughout the lifecycle of the content.

Enterprise Data Model (EDM) An overall pictorial view of the many applications and databases making up the participating agencies’ combined data assets. The intent is to manage the overall data assets to achieve optimal integration, sharing, access, and utilization of technology resources and infrastructure.

Enterprise Data Warehouse A data warehouse is the main repository of an organization's historical data, its corporate memory. It contains the raw material for management's decision support system. The critical factor leading to the use of a data warehouse is that a data analyst can perform complex queries and analysis, such as data mining, on the information without slowing down the operational systems.


25

Entity

Environment (ITIL)

Environmental Fee eProcurement

Evaluation

Evaluation Criteria

Evaluation Team

Event Management


RFP# BOE 0860-094

July 1, 2013

1. A person, place or thing about which information is kept. 2. An entity represents a database file, attributes contained in this file and relationships to other database files (if any).

1. A collection of hardware, software, network communications and procedures that work together to provide a discrete type of computer service. There may be one or more environments on a physical platform, e.g., test, production. An environment has unique features and characteristics that dictate how they are administered in similar, yet diverse manners. 2. (ITIL Service Transition) A subset of the IT infrastructure that is used for a particular purpose – for example, live environment, test environment, build environment. Also used in the term

‘physical environment’ to mean the accommodation, air conditioning, power system etc. Environment is used as a generic term to mean the external conditions that influence or affect something.

Businesses and organizations in industry groups that use generate or store hazardous materials or conduct activities related to those materials must pay California's environmental fee. eProcurement is the new portal for the California State Contracts Register

(CSCR), the State Contracting and Procurement Registration System

(SCPRS), the online Small Business and Disabled Veteran Business

Enterprise (DVBE) queries and the statewide Leveraged Procurement

Agreements (LPAs). http://www.dgs.ca.gov/pd/Programs/eprocure.aspx

Detailed assessment and comparison (against financial, specification and other criteria) of contractor, supplier or service provider bids.

Factors used to determine which of the competing proposals best meet the identified needs. In establishing effective evaluation criteria, an agency must clearly prioritize the components of services requested. The proper evaluation criteria will form an evaluation plan that will provide a common standard for judging the merit of competing offers.

The staff responsible for the evaluation of proposals submitted by qualified business partners in response to the procurement.

(ITIL Service Operation) The process responsible for managing events throughout their lifecycle. Event management is one of the main activities of IT operations.


26

Executive Director

Executive Orders

Exemption


RFP# BOE 0860-094

July 1, 2013

Under the policy guidance of the Members of the BOE, the Office of the

Executive Director plans, organizes, and directs the operations of BOE staff, interprets and applies BOE policies and decisions, and recommends policy changes for Board approval. This office represents or acts for the

Board in day-to-day operations. In addition, it plans and organizes public meetings of the BOE.

A directive issued by the Governor that establishes binding policy for government agencies covered therein.

1. A status applied to an entity that relieves the entity of a tax obligation.

2. Exemptions specify the items or activities that are not subject to taxes or fees, but are not otherwise excluded from the scope of the taxes or fees.

F

Feasibility

Fee

Fee Payer

Federal Tax Information (FTI)

Data

Field Audit

The degree to which the requirements, design, or plans for a system or component can be implemented under existing constraints.

A fee is imposed for the purpose of supporting a specific program, such as tire or electronic waste recycling, and revenue generated by a fee is deposited into a special fund maintained for that purpose.

Any person liable for the payment of the fees collected pursuant to a fee program.

Internal Revenue Service (IRS) Federal Tax Information (FTI), whether in electronic, paper or other media that must be strictly safeguarded in accordance with IRS Publication 1075, Tax Information Security Guidelines

For Federal, State and Local Agencies1075 (http://www.irs.gov/pub/irspdf/p1075.pdf). The FTI must be protected from public disclosure and access is limited to authorized staff only.

A complete examination of the customer’s records resulting in a recommendation that a Notice of Determination or Notice of Refund, be issued or that the customers’ reporting was corrected and no further action is required by BOE.


27

Field Billing Order (FBO)

Filing Period

Filing Requirement

Final State Acceptance

Final Proposal

Finality Date

Financial Obligation (FO)

Flexibility

Formal Testing


RFP# BOE 0860-094

July 1, 2013

A recommendation resulting in a Notice of Determination or Notice of

Refund being issued based on an examination of some of the customer’s records, or estimated based on whatever information is available to the

BOE.

See Reporting Period.

See Financial Obligation.

Final State Acceptance occurs at the completion of the Transition period, and defines the acceptance of the CROS Solution in full. Final State

Acceptance transfers ownership of the entire solution and related project materials to the State.

Final State Acceptance of the Proposed Solution occurs prior to the

Maintenance and Operations Period.

This is the document that details the bidder’s proposed solution to the

CROS requirements and it consists of two separately sealed components.

The first component (the non-cost component) will include the proposed solution and all documents necessary to fully comply with the administrative requirements and technical requirements and/or statements of work.

The second component will include the proposed costs and other required cost data.

The date established upon which the BOE may take summary collection action on a difference.

An obligation of a customer to report revenue and/or make payments for a specific period of time.

The ease of which a system or component can be modified for use in applications or environments other than those for which it was specifically designed.

Testing conducted in accordance with test plans and procedures that have been reviewed and approved by a customer, user, or designated level of management.


28


RFP# BOE 0860-094

July 1, 2013

Franchise Tax Board (FTB) Administers two of California's major tax programs: Personal Income Tax and the Corporation Tax. The five elected BOE Members serve as the administrative appellate body for final actions of the FTB, issuing opinions and rendering decisions interpreting and defining California’s income tax laws.

FTPS FTPS (also known as FTP Secure and FTP-SSL) is an extension to the commonly used File Transfer Protocol (FTP) that adds support for the

Transport Layer Security (TLS) and the Secure Sockets Layer (SSL) cryptographic protocols.

Full System Implementation The point in time in which the last CROS solution deliverables are accepted, cutover occurs, and all functionality is present and in production

Function Testing use enterprise wide. This occurs during the Base Contract Period and is prior to the Transition Period.

Function testing of the target-of-test should focus on any requirements for test that can be traced directly to use cases (or business functions), and business rules. The goals of these tests are to verify proper data acceptance, processing, and retrieval, and the appropriate implementation of the business rules. This type of testing is based upon

Functional Requirement black box techniques, that is, verifying the application (and its internal processes) by interacting with the application via the GUI and analyzing the output (results).

1. A requirement that specifies a function that a system or system component must be able to perform. 2. A non-technical capability of the statewide system that relates directly to the business of BOE and is unrelated to the statewide system management or infrastructure needs required to carry out the business of BOE.

Functional Specification

Fund Allocation

Fund Distribution

Fund Transfer

A document that specifies the functions that a system or component must perform.

The method of allocating payments to the appropriate jurisdictions according to factors supplied on the return.

The monthly distribution of local and STJ funds to jurisdictions.

A financial adjustment to BOE accounting record.


29


RFP# BOE 0860-094

July 1, 2013

G

Garnishment

Geocoding

Geographic Information

Systems (GIS)

Geospatial

Global Positioning System

(GPS)

Governance

Government Code (GC)

Graphic Interchange Format

(GIF)

A legal document that attaches to a customer’s wages or other intangible assets (levy).

A GIS operation for converting street addresses into spatial data that can be displayed as features on a map, usually by referencing address information from a street segment data layer.

A geographic information system (GIS), also known as a geographical information system or geospatial information system, is a system for capturing, storing, analyzing and managing data and associated attributes which are spatially referenced to the Earth.

Geospatial is a term widely used to describe the combination of spatial software and analytical methods with terrestrial or geographic datasets.

The term is often used in conjunction with geographic information systems and geomatics.

A system of radio-emitting and -receiving satellites used for determining positions on the earth. The orbiting satellites transmit signals that allow a

GPS receiver anywhere on earth to calculate its own location through trilateration. Developed and operated by the U.S. Department of Defense, the system is used in navigation, mapping, surveying, and other applications in which precise positioning is necessary.

Establish roles, responsibilities, and decision-making authorities for project

Implementation.

A compilation of statutes adopted by the Legislature generally regarding how State and local governments will function.

A bitmap image format that was introduced by CompuServe in 1987 and has since come into widespread usage on the World Wide Web due to its wide support and portability.

H

Hardened The process of securing a system.


30

Headquarters Cashier

Hearing

Hearing Request

Hearing Summary

High Availability

History

Hot Deployment


RFP# BOE 0860-094

July 1, 2013

Centralized processing center for majority of payments and documents

(e.g. return) sent in via mail/overnight flats. Headquarters processes all documents into system forwarded from districts where the payment was processed and deposited.

1. A timely appeal by the customer of the amount assessed and refund denied or cancellation of license. 2. Legal proceedings that require representation/participation by staff.

A written request for an oral Board hearing. The request can be filed either when a customer first files an appeal or at any time during the appeals process.

1. A draft summary of a customer’s dispute with the FTB prepared by independent BOE attorneys in preparation for an oral hearing. The hearing summary is sent to the parties and the Board Members prior to an oral hearing at the BOE. 2. A written document prepared by the Appeals

Division to assist the Board Members when they are considering and deciding an appeal at an oral Board hearing. The Summary includes facts about the appeal, including the results of the Appeals Conference.

(ITIL Service Design) An approach or design that minimizes or hides the effects of configuration item failure from the users of an IT service. High availability solutions are designed to achieve an agreed level of availability and make use of techniques such as fault tolerance, resilience and fast recovery to reduce the number and impact of incidents.

A record of events (actions) for an account or item.

Hot Deployment is the process of adding new components (such as WAR files, EJB Jar files, enterprise JAVA beans, servlets, and JSP files) to a running server without having to stop the application server process and start it again.

I

Identification The process of verifying the identity of a user, process, or device, usually as a prerequisite for granting access to resources in an IT system.


31

Identification Types

Identity

Identity Management

IEEE 730 Quality Assurance

Plan

IEEE 828 S/W Configuration

Management

IEEE 829 Standard for Test

Documentation

IEEE 830 Recommended

Practice for S/W

Requirements Specification

IEEE 1028 Standard for

Software Reviews

IEEE 1058 S/W Project

Management Plan

IEEE 1063 Standard for S/W

User Documentation


RFP# BOE 0860-094

July 1, 2013

There are multiple types of acceptable identification a customer can use during registration. e.g., Drivers License, CA Identification card, Passport,

Matricular card, etc.

A unique name of an individual person. Since the legal names of persons are not necessarily unique, the identity of a person must include sufficient additional information to make the complete name unique.

Identity Management is the management of the identity life cycle of entities (subjects or objects). An identity management system: 1) establishes the identity which links a name (or number) with the subject or object; 2) Describes the identity by assigning one or more attributes applicable to the particular subject or object to the identity; 3) Destroys the identity.

This standard specifies the format and content of software quality assurance plans.

This standard describes the minimum required contents of a Software

Configuration Management Plan (SCMP) and specifies activities to be addressed and their requirements for any portion of a software product's life cycle.

This standard describes a set of basic software test documents.

This standard describes the content and qualities of a good software requirements specification (SRS) and provides several sample SRS outlines.

This standard defines 5 types of software reviews, together with procedures required for the execution of each review type. Review types include management reviews, technical reviews, inspections, walkthrough, and audits.

This standard defines the format and contents of software project management plans, applicable to any type or size of software project.

This standard describes the minimum requirements for the structure, information content, and format of user documentation, including both printed and electronic documents used in the work environment by users of systems containing software.


32


RFP# BOE 0860-094

July 1, 2013

IEEE 1233 Guide for

Developing System

Requirements Specifications

IEEE/EIA 12207 Software Life

Cycle Processes

This document provides guidance for the development of a set of requirements, System Requirements Specification, that will satisfy an expressed need.

This standard provides a common framework for developing and managing software.

Implementation Plan The Implementation Plan facilitates migration of an application system from a development environment to a production/maintenance environment. The Plan describes how each major release of the CROS solution will be installed, deployed and transitioned into an operational system or situation. The plan contains an overview of the system or situation, a brief description of the major tasks involved in the implementation, and the overall resources needed to support the implementation effort (e.g., hardware, software, facilities, materials, and personnel).

Implementation Requirement A requirement that specifies or constrains the coding or construction of a system or system component.

Incident 1. Any event that is not part of the standard operation of a service and that causes, or may cause, an interruption to, or a reduction in, the quality of service. 2. (ITIL Service Operation) An unplanned interruption to an IT service or reduction in the quality of an IT service. Failure of a configuration item that has not yet affected service is also an incident – for example, failure of one disk from a mirror set.

Incident Management

Independent Project

Oversight Consultant (IPOC)

(ITIL Service Operation) The process responsible for managing the lifecycle of all incidents. Incident management ensures that normal service operation is restored as quickly as possible and the business impact is minimized.

An independent review of the project management of a project to ensure approved project plans and sound management practices are used to minimize risk.

Independent Validation and

Verification (IV & V)

An Independent Verification and Validation performed by an organization that is technically, managerially, and financially independent of the development organization. Independent Verification and Validation

(IV&V) provides assurance of project success in an enterprise. This is accomplished in two major ways:

1. By communicating and educating the project management team on industry best practices for specific undertakings, and

2. By providing an escalation path for issues and inhibitors of project success.


33

Industry Norms

Information Practices Act

(IPA)

Initiate Refund

Inspection

Installation Manual

Installation Testing

Installment Payment

Agreement (IPA)

Integrated Revenue

Information System (IRIS)


RFP# BOE 0860-094

July 1, 2013

Observed statistical values (e.g., median) for a historic population set that is similar to and presumed to be predictive of the project under consideration. In the case of CROS, the population set used to establish the industry norms are other large government system IT implementations in general, and large taxation system modernization projects in particular.

The Information Practices Act of 1977, which added Title 1.8 (§1798 et seq.) to the Civil Code, became operative on July 1, 1978. The Act places strict requirements on State agencies for collection, control and release of information maintained on "individuals."

Initiate the refunding of an unapplied payment or credit difference for an account.

A static analysis technique that relies on visual examination of development products to detect errors, violations of development standards, and other problems. Types include code inspection and design inspection.

A document that provides the information necessary to install a system or component, set initial parameters, and prepare the system or component for operational use.

Installation testing has two purposes. The first is to insure that the software can be installed under different conditions, such as a new installation, an upgrade, and a complete or custom installation, and under normal and abnormal conditions. Abnormal conditions include insufficient disk space, lack of privilege to create directories, etc. The second purpose is to verify that, once installed, the software operates correctly. This usually means running a number of the tests that were developed for

Function testing.

An agreement between the BOE and the customer that requires the customer to make periodic payments until the liability is satisfied if a customer is unable to remit payment in full.

An integrated enterprise mainframe information system built on Adabas and Natural that provides a range of capabilities to register customers for a myriad of tax programs, produces periodic financial and/or reporting obligations for each tax program, and processes the returns and payments associated with the BOE’s Sales and Use Tax, Excise Taxes, Fuel Taxes,

Consumer Use Taxes and Environmental Fees programs.


34

Integration Testing

Integrity

Intent to Suspend


RFP# BOE 0860-094

July 1, 2013

Testing in which software components, hardware components, or both are combined and tested to evaluate the interaction between them.

The degree to which a system or component prevents unauthorized access to, or modification of, computer programs or data.

A notification letter informing the customer that BOE will instruct the

Dept. of Alcoholic Beverage Control to suspended their license if they don't file their return.

Interactive Voice Response

(IVR)

1. Term used to describe systems that provide information in the form of recorded messages over telephone lines in response to user-supplied input in the form of spoken words or more commonly DTMF signaling. 2.

Computer technology that allows the user to connect to a computer system and obtain information via voice, instead of a keypad, keyboard, or touch-tone telephone device. An IVR system responds to human voice, looks up information, presents alternatives, and interacts with the caller.

Interagency Agreement (IAA) An agreement between two or more State agencies/departments.

Interagency Offset (IA Offset) Payments received from another agency when a BOE liability exists for a customer, or an approved refund, which is diverted to another state agency for payment of the customer liabilities at that agency.

Interest

Interface (IEEE)

Interface Design Document

(IDD)

Interface Testing

A monthly charge accrued on unpaid liabilities. Interest accrues on unpaid tax or fee tax balances, but not on unpaid penalty and interest balances owed to the BOE. Interest accrues on the day after the due date of a return.

1. Shared boundary across which information is passed. 2. To connect two or more components for the purpose of passing information from one to the other.

1. Documentation that describes the architecture and design interfaces between system and components. These descriptions include control algorithms, protocols, data contents and formats, and performance. 2.

Design specification for a logical group of interfaces (e.g., set of messages for a business transaction with a business partner or a related set of web services).

Testing conducted to evaluate whether systems or components pass data and control correctly to one another.


35

International Fuel Tax

Agreement (IFTA)

Internet Engineering Task

Force (IETF)


RFP# BOE 0860-094

July 1, 2013

An agreement among states and Canadian provinces to simplify the reporting of fuel used by interstate/interjurisdictional motor carriers.

The Internet Engineering Task Force ( www.ietf.org

) is a large open international community of network designers, operators, vendors, and researchers concerned with the evolution of the Internet architecture.

Interoperability

Invoice

1. Interoperability is the ability of diverse systems and organizations to work together (inter-operate). 2. The ability of two or more systems or components to exchange information and to use the information that has been exchanged.

A document received by the State from the contractor. It is a bill for contract execution, generally for services rendered or for goods delivered.

Involuntary Collection Actions Legal and/or enforcement actions to collect outstanding accounts receivable from a customer.

IT Infrastructure Library (ITIL) ITIL is the most widely accepted approach to IT service management in the world. ITIL provides a cohesive set of best practice, drawn from the public and private sectors internationally. It is supported by a comprehensive qualifications scheme, accredited training organizations, and implementation and assessment tools. The best practice processes promoted in ITIL support and are supported by, the British Standards

Institution's standard for IT service Management (BS15000).

IT Service Continuity Plan (ITIL Service Design) A plan defining the steps required to recover one or more IT services. The plan also identifies the triggers for invocation, people to be involved, communications etc. The IT service continuity plan should be part of a business continuity plan.

IT Service Management

(ITSM)

IT Service Management is a discipline for managing information technology (IT) systems, philosophically centered on the customer's perspective of IT's contribution to the business. ITSM is process-focused and in this sense has ties and common interests with process improvement movement (e.g., TQM, Six Sigma, Business Process

Management, CMMI) frameworks and methodologies.


36


RFP# BOE 0860-094

July 1, 2013

J

Jeopardy

Assessment/Determination

Jurisdiction, Tax

The assessment/determination provides a means of protecting the State’s interest when there is substantial evidence that any further delay in collection activity would seriously impair or jeopardize the BOE’s ability to obtain taxes due. Jeopardy determinations are a notice to the customer that tax is immediately due. (§6536)

An area subject to its own distinct tax regulations, such as a municipality, city, county, or country.

K

Key Data Entry (KDE)

Key Performance Indicator

(KPI)

Knowledge Management

Data entry clerk, normally responsible for enter tax return information into the system.

A measure designed to track a critical performance variable over time. A significant measure used on its own, or in combination with other key performance indicators, to monitor how well a business is achieving its quantifiable objectives.

1. Discipline within an organization that ensures that the intellectual capabilities of an organization are shared, maintained, and institutionalized. 2. (ITIL Service Transition) The process responsible for sharing perspectives, ideas, experience and information, and for ensuring that these are available in the right place and at the right time. The knowledge management process enables informed decisions, and improves efficiency by reducing the need to rediscover knowledge.

L

Latency The time interval between the instant at which an instruction control unit issues a call for data and the instant at which the transfer of data is started.


37

Layer (GIS)

Layered Architecture

Legal Case

Legal Status

Lemon Law

Letter of Credit

Levy

Lexis Nexis

Liability

License


RFP# BOE 0860-094

July 1, 2013

The visual representation of a geographic dataset in any digital map environment. Conceptually, a layer is a slice or stratum of the geographic reality in a particular area, and is more or less equivalent to a legend item on a paper map. On a road map, for example, roads, national parks, political boundaries, and rivers might be considered different layers.

A layered architecture where business components/services can be reused across multiple interfaces (e.g., Web, IVR, mobile). A layered architecture defines a clean separation between client, business logic, and database access.

A legal proceeding (e.g., bankruptcy) in which the account has certain rights and obligations.

An account is identified as being in legal status due to a bankruptcy, assignments, receivership, or probate.

American state laws that provide a remedy for purchasers of cars in order to compensate for cars that repeatedly fail to meet standards of quality and performance.

An irrevocable unconditional document issued from a bank doing business in California and shall be insured by the Federal Deposit Insurance

Corporation in the amount of $14 million. The term of the Letter of Credit will be from the start of the CROS Base contract including the Transition

Period through the 12-month Warranty Period.

The BOE may seize (levy) property, including money, to satisfy a collectible debt for taxes or fees. The BOE will issue a Notice of Levy to seize money, including bank accounts. The BOE will issue a warrant to seize and sell property other than money. (A levy on wages is also referred to as a wage garnishment.)

A private company that provides data on customers such as address, relationships, telephone numbers, assets through both a secured website and data exchange.

Amount of taxes or fees, penalty, interest, and other costs for which the customer has an outstanding obligation to the state.

Registrants of various special tax programs are issued licenses to operate, under these programs, in the State of California.


38

License Fee

Lien(s)

Life Cycle

Local Tax

Local Tax Allocation

Logical Data Model (LDM)

Logically Delete

Loosely Coupled


RFP# BOE 0860-094

July 1, 2013

A fee assessed a customer for receiving a license or decal from the BOE.

Generating a Statutory or Recorded lien; a legal claim against real or personal property used as security for a debt; an encumbrance placed upon an asset.

The phases an information system goes through between conception and retirement.

The general term for sales and use taxes imposed under the Bradley-Burns

Uniform Sales and Use Tax Law.

Allocation of local tax measure on tax return schedule or determined in the audit to appropriate local tax area codes.

A Logical Data Model in systems engineering is a representation of an organization's data, organized in terms of entities and relationships and is independent of any particular data management technology.

Data that is no longer visible in the historical database, but is visible in the audit trail.

A relatively unstructured relationship between two software components or programs that work together to process data, which requires little overlap between methods, ontologies, class definitions, and so on.

M

Magnetic Ink Character

Recognition (MICR)

Technology used to verify the legitimacy or originality of paper documents, especially checks. Special ink, which is sensitive to magnetic fields, is used in the printing of certain characters on the original documents. Information can be encoded in the magnetic characters.

Maintenance and Operations

(M & O)

Maintenance and Operations

(M&O) Period

Phase in an information system after Final State Acceptance whereby the system is in full operation by its users and changes are limited to those necessary to correct defects, adapt to a changing environment, perfect system performance or usability, or add features and functions to meet new business requirements not included in the original design.

The period following Final State Acceptance wherein the State may elect to execute a contract with the Contractor for a total of two (2) twenty-four

(24) month M&O Periods. Each optional M&O period is subject to the terms, conditions, and rates from RFP BOE 0860-094 contract.


39

Major Release


RFP# BOE 0860-094

July 1, 2013

The placement of new system functionality into the production environment for the purpose of enabling end-users to conduct business and produce benefits.

Managed File Transfer (MFT) Managed file transfer refers to software solutions that facilitate the secure transfer of data, in flight and at rest, from one computer to another through a network (e.g., the Internet). MFT solutions are often built to support the FTP network protocol. However, the term specifically describes software that remedies disadvantages associated with FTP. MFT offers a higher level of security and control than FTP.

Management Performance The contractor's execution of the CROS project management requirements including the Statement of Work per the CROS contract.

Management Performance

Review (MPR)

Mass Closeout Process

Measurement Period

Memoranda of

Understanding (MOU)

The BOE's quarterly review and appraisal of the contractor's management performance. The review will appraise the contractor's compliance with the management requirements of the CROS Project RFP.

Annually, in March, an inquiry letter is sent to Sales and Use Tax accounts that have been system identified as reporting no sales on tax returns filed over a given period of time. In order to retain their permit, the customer must provide sufficient reason why no sales have occurred. Those who do not respond, or who give insufficient reason, will be automatically closed.

A calendar quarter, or full month or months within a partial quarter, after a major or final release of the proposed solution and the period of time used to measure benefits against benefits in the baseline measurement period.

A non-financial written agreement between governmental agencies that allows both parties to agree to provide services and aid to each other in support of a project. MOUs cannot be used for a financial agreement.

Memorandum Opinion The Board issues Memorandum Opinions as a means of resolving selected cases, which are appealed to the elected members. Customers may look to the Memorandum Opinions for guidance as to the Board's position on the legal issues discussed in those opinions. If a Memorandum Opinion presents facts and/or legal issues similar to those in a pending appeal, the

Board will generally rely on that Memorandum Opinion to make its determination in the pending appeal.


40

Message Queue

Metric

Microbusiness

Message Routing

Message Transformation

Metadata

Meta-Character

Meta-Tagging

Microfilm


RFP# BOE 0860-094

July 1, 2013

Message queues provide an asynchronous communications protocol, meaning that the sender and receiver of the message do not need to interact with the message queue at the same time. Messages placed onto the queue are stored until the recipient retrieves them.

Routing is the movement of the message to the location required by the next system process.

Transformation is translating the message from the source message format to the format required by the target system (e.g., target message format).

Metadata is data about data. Metadata is data that expresses the context or relativity of data. Examples of metadata include data element descriptions, data type descriptions, attribute/property descriptions, range/domain descriptions and process/method descriptions. The repository environment encompasses all corporate metadata resources: database catalogs, data dictionaries and navigation services. Metadata includes name, length, valid values and description of a data element.

Metadata is stored in a data dictionary and repository. It insulates the data warehouse from changes in the schema of operational systems.

A meta-character is a character that has a special meaning (instead of a literal meaning) to a computer program, such as a shell interpreter or a regular expression engine.

Meta element provide information about a given Web page, most often to help search engines categorize them correctly. They are inserted into the

HTML document, but are often not directly visible to a user visiting the site. Meta-tagging is the process of specifying these meta elements.

Measurable element of a service process or function.

A subset of certified small business that together with any affiliates is either: 1. A service, construction, or non-manufacturer with 25 or fewer employees, and average annual gross receipts of $3,500,000 or less over the previous three years, or 2. A manufacturer with 25 or fewer employees.

Check Sorter captures on film media front/back of check containing cash day and batch #.


41


RFP# BOE 0860-094

July 1, 2013

Microfilm Retrieving

Middleware

Researching encodes/sorter information to locate correct microfilm and image of check requested.

Software that connects two otherwise separate applications. The term middleware is used to describe separate products that serve as the glue between two applications. Middleware is sometimes called plumbing

Monitoring because it connects two sides of an application and passes data between them.

(ITIL Service Operation) Repeated observation of a configuration item, IT service or process to detect events and to ensure that the current status is known.

Multidimensional Structure Multidimensional structure is defined as a variation of the relational model that uses multidimensional structures to organize data and express the relationships between data. The structure is broken into cubes and the cubes are able to store and access data within the confines of each cube. Each cell within a multidimensional structure contains aggregated data related to elements along each of its dimensions.

Multimedia Multimedia (Lat. Multum + Medium) is media that uses multiple forms of information content and information processing (e.g., text, audio, graphics, animation, and video, interactivity) to inform or entertain the

(user) audience. Multimedia also refers to the use of (but not limited to) electronic media to store and experience multimedia content.

N

Net Bid Price The net bid price is the value of the bid excluding sales and use tax, finance charges, postage and handling charges. Shipping charges are also excluded from the net cost unless the shipping charge is included in the evaluation such as FOB Origin, Freight Collect or FOB Destination. The net bid price includes any evaluation corrections and applicable discounts.

New York Regional Processing

Center (RPC)

Receives IFTA Returns and payments on behalf of BOE. Provides certain information to BOE regarding delinquency, payments, etc.


42

Non-Repudiation


RFP# BOE 0860-094

July 1, 2013

This is the security service by which the entities involved in a communication cannot deny having sent a message (non-repudiation with proof of origin) and the receiving entity cannot deny having received a message (non-repudiation with proof of delivery).

Normalization

North American Industry

Classification System (NAICS)

Note

Notice

Notice of Delinquency

Notice of Determination

(NOD)

Notice of Determination,

(Deficiency Determination)

Notice of Intent to Award

The process of organizing, analyzing, and cleaning data to increase efficiency for data use and sharing. Normalization usually includes data structuring and refinement, redundancy and error elimination, and standardization.

The North American Industry Classification System (NAICS) is a unique system for classifying business establishments and was constructed based on a single economic concept. Economic units that use like processes to produce goods or services are grouped together. This "productionoriented" system means that statistical agencies in the U.S. will produce data that can be used for measuring productivity, unit labor costs, and the capital intensity of production; constructing input-output relationships; and estimating employment-output relationships and other such statistics that require that inputs and outputs be used together.

Information documented in the system for clarification or explanation of a transaction or any action performed. Can be generated by the system or a user.

Standard form sent to BOE customers regarding account liabilities or refunds, e.g., determination, demands, statements, refunds.

Notification sent to a customer, alerting to the fact that a return or schedule has not been received by a specified date.

Notification sent to a customer that a tax or fee liability is due and payable by the date indicated.

A legal notice, or billing, issued by the BOE to assess a tax or fee liability, applicable interest and any penalty amounts due and payable. A notice of redetermination is issued at the conclusion of the BOE appeals process.

A written notice, or bid tabulation sheet publicly displayed, prior to award, that shows the selection of a vendor for the award of a specific contract or purchase order. The decision may be changed prior to the actual award of a contract of purchase order.


43

Notice of Jeopardy

Determination (Decision)

Notice of Violation or

Warning

Notice to Appear –

Revocation Proceedings

N-Tier


RFP# BOE 0860-094

July 1, 2013

A legal notice, or billing, that is immediately due and payable. BOE issues this billing when collection of a liability would be jeopardized by delay.

Document sent to a cigarette and tobacco licensee or unlicensed person referring to the citation issued, the charged violation(s), the penalty or penalties to be imposed, and the licensee's or unlicensed person's appeal rights.

Formal notification issued to a customer that has failed to comply with provisions of the law under which a permit or license is issued.

N-tier application architecture provides a model for developers to create a flexible and reusable application. By breaking up an application into tiers, developers only have to modify or add a specific layer, rather than have to rewrite the entire application over. There should be a presentation tier, a business or data access tier, and a data tier. N-tier is used since more than three layers are possible. Also these layers can be distributed across any number (N) nodes.

O

Offer

Offer in Compromise (OIC)

Offset

Operations Testing

A promise or commitment that, if accepted, would bind the offeror to perform the resultant contract.

A program that allows the BOE to enter into an agreement with qualified customers to accept partial payment in satisfaction of the full liability for unpaid amounts due when it is determined to be in the best interest of the

State.

A refund/payment payable to the customer applied to another State or

Federal liability.

1. Testing conducted to evaluate a system or component in its operational environment. 2. Operations testing includes testing system monitoring, troubleshooting, job scheduling, backup/recovery and help desk functions.

Operations

Optical Character Recognition

(OCR)

All activities and measures to enable and/or maintain the intended use of the IT infrastructure.

Computer software designed to translate images of typewritten text into machine-editable text.


44


RFP# BOE 0860-094

July 1, 2013

Option

Orchestration (NIST)

Organizational Change

Management (OCM)

A unilateral right of the State contained in a written contract by which, for a specified time, the State may elect to purchase additional goods and/or services called for by the contract, or may elect to extend the terms of the contract under the same or similar terms and conditions for an additional period, provided that the option was considered in the evaluation for award.

Defines the sequence and conditions in which one Web service invokes other Web services to realize some useful function. An orchestration is the pattern of interactions that a Web service agent must follow to achieve its goal.

The process of preparing staff and customers for impending changes to systems and services. Sometimes referred to as Business Process

Reengineering.

A version of an item, in its original format, prior to any changes. Original Version

Out of Statute

Outstanding Liability

Statute of Limitations has run out on a specific process/action that could be taken.

A debt liability (difference) which is not paid in full as of the current date and time, which has been billed.

Overall Unsatisfactory Rating A less than satisfactory overall rating given by the BOE in the BOE's appraisal of the contractor's management performance, per the Balanced

Scorecard.

P

Paper File (physical)

Partial Remittance (PR)

Password

Payer

Payment

Physical documentation related to a customer that is not received electronically or has not been scanned yet for the electronic file.

A partial payment is received instead of payment in full.

A secret word or character string that is used for user authentication to prove identity.

The person or legal entity that submitted a remittance to BOE. A Payer is not necessarily the customer for an account.

Part/all of a remittance that is identified to the system.


45

Payment Addenda

Payment Application

Payment Application Rules

Penalty

Pending Registration

Perfected Appeal

Perforate

Performance


RFP# BOE 0860-094

July 1, 2013

Data included with electronic payments to identify its intent (e.g. BOE account number, tax period, payment type, etc.)

The specific distribution of a payment to tax, penalty and interest and whether it is applied to a FO or difference.

BOE standard rules for applying a remittance or payment. BOE application rules are outlined in Compliance Policy and Procedures Manual (CPPM

707.020).

A fee imposed when certain conditions are not met by a customer, e.g., a late penalty is applied when the return is filed after the due date. A ten percent penalty applies when a tax return is filed late. A six percent penalty applies when a prepayment is made after the prepayment due date but before the due date for the quarterly return. To be on time, mailed tax returns and payments must be postmarked on or before the due date shown on the return. If the due date falls on a Saturday, Sunday, or legal holiday, returns postmarked by the next business day are considered on time.

An account and/or license not in active status. Pending because it is in process or could be missing information, payment/fee, etc. The account remains in pending status until all requirements are met.

An appeal is perfected when a written notice of appeal is filed, in the case of an appeal of a final order, judgment, or decree of a court, in accordance with the Rules of Appellate Procedure or the Rules of Practice of the

Supreme Court, or, in the case of an administrative-related appeal, with the administrative officer, agency, board, department, tribunal, commission, or other instrumentality involved.

A mechanical device is used to perforate returns, schedules, and various forms with pinholes showing the batch number and cash date when processed for tracking purposes. The perforations enables the returns and schedules to be married together in the event they become separated during subsequent processing stages.

1. The degree to which a system or component accomplishes its designated functions within given constraints, such as speed, accuracy, or memory usage. 2. Contractor's actions and deliverables provided to fulfill the legal obligations of a contract.


46

Performance Measure

Performance Monitoring

Performance Requirement

Performance Testing

Period

Person

Personalization

Petition for Rehearing

Petition/Petition for

Redetermination

Phase (contract)

Plan


RFP# BOE 0860-094

July 1, 2013

The key BOE business performance indicators used to measure the revenue benefit of the proposed solution or solution deliverable.

Analyze and report status -- cost, schedule, and performance -- on a regularly scheduled basis during project execution.

A requirement that imposes conditions on a functional requirement; for example, a requirement that specifies the speed, accuracy, or memory usage with which a given function must be performed.

Testing conducted to evaluate the compliance of a system or component with specified performance requirements.

The dates covering a Financial Obligation for which the customer is required to file and/or pay a return.

As defined in RTC §6006, a "person" includes any individual, firm, partnership, joint venture, limited liability company, association, social club, fraternal organization, corporation, estate, trust, business trust, receiver, assignee for the benefit of creditors, trustee, trustee in bankruptcy, syndicate, the United States, this state, any county, city and county, municipality, district, or other political subdivision of the state, or any other group or combination acting as a unit.

Personalization refers to the ability to create and manage individual attributes to customize the user experience with the system by keeping track of information on user interaction and to anticipate future needs.

When a customer does not agree with the Board's order, they may file a timely Petition for Rehearing.

A customer’s written response objecting to and requesting further review of a proposed assessment or denial of a refund. See Notice of

Determination and Notice of Jeopardy Determination.

The time between two major project milestones during which a welldefined set of objectives is met, artifacts are completed, and decisions are made to move or not to move into the next phase.

A documented series of tasks required to meet an objective, typically including the associated schedule, budget, resources, organizational description and work breakdown structure.


47

Platform

Pluggable

Policy

Portability

Portlet

Power of Attorney (POA)

Practice

Preference Programs

Preferences

Preliminary Design Review

(PDR)


RFP# BOE 0860-094

July 1, 2013

Hardware and/or software architecture that serves as a foundation or base. The term originally dealt with only hardware, and it still refers to a

CPU model or computer family.

A pluggable software component (e.g., library, service) can be changed/replaced by other components. Sometimes it means that it can be loaded at run-time.

High-level statement of the department’s beliefs, goals, objectives, and the general means for their attainment for a specified subject area.

The ease with which a system or component can be transferred from one hardware or software environment to another.

Portlets are pluggable user interface software components that are managed and displayed in a web portal. Portlets produce fragments of markup code that are aggregated into a portal.

A legal document that allows a third party, usually an accountant or attorney, to act on behalf of a customer and to exchange confidential customer information with the BOE.

Requirements employed to prescribe a disciplined uniform approach to the software development process.

Legislatively mandated programs that promote business within the State by providing an evaluation advantage to qualifying bidders.

During bid evaluation, an adjustment made to provide a monetary or other advantage to a qualified bidder as established by law and regulation and which may impact the determination of supplier selection. Types of preferences include: Small Business, Target Area Contract Preference Act

(TACPA), Enterprise Zone Act (EZA), Local Agency Military Base Recovery

Area (LAMBRA) Act, and Recycled Content Program.

A review conducted to evaluate the progress, technical adequacy, and risk resolution of the selected design approach for one or more configuration items; to determine each design’s compatibility with the requirements for the configuration item; to evaluate the degree of definition and assess the technical risk associated with the selected manufacturing methods and processes; to establish the existence and compatibility of the physical and functional interfaces among the configuration items and other items of equipment, facilities, software and personnel; and, as applicable, to evaluate the preliminary operational and support documents.


48

Prepay Accounts (QPP)

Pre-Petition Return

Presorting

Prime Contractor

Principle

Privacy

Private Branch Exchange

(PBX)

Procedure

Process Improvement

Production

Progress Payments


RFP# BOE 0860-094

July 1, 2013

Accounts obligated to prepay revenue and/or make prepayments for a specific period of time. At the end of the quarter, a return will be filed to identify revenue collected for three months, minus the prepayments made.

A return must be split into pre- and post-petition, if a bankruptcy occurs during the reporting period. Pre-petition is the period prior to the bankruptcy being filed.

Sorting by ABA numbers for direct deposit to the eight State depository banks plus a miscellaneous sort of all other items drawn (e.g., out state banks, credit unions, foreign checks, etc.)

The primary party who has contracted with the State for completion of the contract.

A principle is a statement of preferred direction or practice. Principles constitute the rules, constraints and behaviors that a bureau, agency, organization will abide by in its daily activities over a long period of time.

Principles are business practices and approaches that the organization chooses to institutionalize to better provide services and information.

Restricting access to information in accordance with Federal & State law and BOE policy.

A Private Branch Exchange is a telephone exchange that serves a particular business or office, as opposed to one that a common carrier or telephone company operates for many businesses or for the general public.

A course of action to be taken to perform a given task.

An activity that seeks to identify and rectify common causes of poor quality in software systems by making basic changes in the underlying software management process.

Production is defined as the environments enabling end-users to conduct business.

Partial payment approach identified in a contract related to steps or phases toward the completion of the contract. Use of this payment approach can require withhold of a percentage of payment pending completion of the entire contract and a bond.


49

Project

Project Change Management

Plan

Project Closeout Plan

Project Communications

Management Plan

Project Human Resources

Management Plan

Project Management

Project Management Body of

Knowledge (PMBOK)

Project Management Institute

(PMI)


RFP# BOE 0860-094

July 1, 2013

A temporary endeavor undertaken to create a unique product, service or system.

The purpose of the Change Management Plan is to define and agree on how changes are to be coordinated within the project and organization.

The plan describes the process of preparing staff and customers for impending changes to systems and services. The plan ensures that the changes are beneficial, and describes how the change will occur and be managed as the changes occur.

The objective of the Project Closeout Plan is to describe all project closeout activities that must be followed for project closeout.

A subset of project management that includes the processes required to ensure proper collection and dissemination of project information. It consists of communications planning, information distribution, performance reporting, and administrative closure.

A subset of project management that includes the processes required to make the most effective use of the people involved with the project. It consists of organizational planning, staff acquisition, and team development.

The application of knowledge, skills, tools, and techniques to project activities in order to meet or exceed stakeholder needs and expectations from a project.

A project management standard maintained and published by the Project

Management Institute. See www.pmi.org for more information.

A membership association that advances the project management profession through globally recognized standards and certifications, collaborative communities, an extensive research program, and professional development opportunities. PMI maintains and publishes the

Project Management Body of Knowledge (PMBOK). See www.pmi.org for more information.


50

Project Management Plan

(PMP)

Project Manager

Project Plan


RFP# BOE 0860-094

July 1, 2013

A project management plan, as defined in the PMBOK Guide, Fourth

Edition, is a formal, approved document that defines how the project is executed, monitored and controlled. It may be summary or detailed and may be composed of one or more subsidiary management plans and other planning documents. The objective of a project management plan is to define the approach to be used by the Project team to deliver the intended project management scope of the project.

The individual responsible for managing a project.

A formal, approved document used to guide both project execution and project control. The primary uses of the project plan are to document planning assumptions and decisions, to facilitate communication among stakeholders, and to document approved scope, cost, and schedule baselines. A project plan may be summary or detailed.

Project Quality Management

Plan

Project Risk Management

Plan

Project Schedule

Project Team Member

Prompt Payment Act

Proposed Solution

Prosecution Referral

A subset of project management that includes the processes required to ensure that the project will satisfy the needs for which it was undertaken.

It consists of quality planning, quality assurance, and quality control.

A subset of project management that includes the processes concerned with identifying, analyzing, and responding to project risk. It consists of risk identification, risk quantification, risk response development, and risk response control.

The planned dates for performing activities and the planned dates for meeting milestones.

Individuals that participate in, or have a role during, an acquisition process. Examples include program manager, project manager, buyer, contract manager, etc.

Statutory provisions that establish contract payment timelines and set interest penalties on late payments for State contracts.

The deliverables and services proposed by the bidder to solve the business problems.

Process by which the BOE refers cited revoked/non-compliant customers to the District Attorney for criminal prosecution.


51

Protest

Protestant

Protocol (IEEE)

Prototype


RFP# BOE 0860-094

July 1, 2013

1. Intent to Award: A bidder's objection, formally filed with the department prior to purchase order/contract award, against the proposed or intended awarding of a purchase order/contract. 2. Solicitation requirements: A bidder or prospective bidder's written challenge of stated requirements in a published solicitation document.

A bidder who files a protest that challenges the intended award.

A set of conventions that govern the iteraction of processes, devices, and other components within a system.

A preliminary type, form, or instance of a system that serves as a model for later stages or for the final, complete version of the system.

Publically Discloseable Data Information that is available to the general public without the requirement of either the “right to know” or the “need to know”

Public Key

Public Records Act (PRA)

Purchase Order

The public part of an asymmetric key pair that is typically used to verify signatures or encrypt data.

The Public Records Act requires all state and local agencies to disclose records not otherwise confidential to the public upon request.

A contractual document which formalizes the State's acceptance of an offer to buy goods and/or services from a supplier. Upon acceptance of the offer by the State, an enforceable contract for the sale of goods and/or the performance of services is formed.

Q

Qualification Testing 1. Testing conducted to determine whether a system or component is suitable for operational use. 2. Verifying that all software requirements are tested according to qualification testing requirements, demonstrating the feasibility of the software for operation and maintenance. Conducting, as necessary, any tests to verify and validate the correctness, accuracy, and completeness of the qualification testing results. Documenting the qualification test results together with the expected qualification test results. Planning for qualification testing may begin during the

Requirements V&V activity.


52

Qualified Purchaser

(ABx 4-18)

Quality

Quality Assurance (QA)

Quality Control (QC)

Quality of Service (QOS)

Quality Review (QR)

Quarter (quarterly) (Q)

Query


RFP# BOE 0860-094

July 1, 2013

A "Qualified Purchaser” is a business or person that receives at least

$100,000 in gross receipts from business operations per year, and is not otherwise required to be registered with the BOE. Qualified Purchasers are required to register with the BOE and report and pay use tax due on purchases made from out-of-state retailers. Registration for Qualified

Purchasers is mandatory, even if they do not have any use tax liability.

The degree to which a system, component, or process meets specified requirements.

A planned and systematic pattern of all actions necessary to provide adequate confidence that an item or product conforms to established technical requirements.

A set of activities designed to evaluate the quality of developed or manufactured products.

An agreed or contracted level of service between a service customer and a

Service Provider.

Process to ensure adherence to procedure, standards, guidelines, policies, and law.

A 3-month period normally associated with returns.

Specially requested, ad hoc report that can be generated on any criteria at any time based on user request to IT.

R

Reallocation, Tax

Reallocations

Reconciliation

When audits disclose differences in the same quarter that are simply errors in allocating reported tax between various tax funding programs

(e.g., state, local, county, districts, and state add-ons) or different districts within the same tax funding program (e.g., BART, SMCT, LACT, etc.), those errors should be netted from the audit.

Correcting the distribution of Sales Tax (local/district) between counties.

Compare two or more records to make sure they are in agreement (e.g.,

Verify add tapes of docs and encode tapes of checks for each batch and system Tally Reports. For each cash day, verify item counts, processed and deposit totals to system listing Or comparing the amount of prepaid sales tax on fuel claimed on the return, with that of the amount on the fuel


53

Recovery

Recovery Point Objective

(RPO)

Recovery Time Objective

(RTO)

Redetermination, including

Notice of Redetermination


RFP# BOE 0860-094

July 1, 2013 supplier's return, in order to find overstatements or understatements)

1. The restoration of a system, program, database, or other system resource to a state in which it can perform required functions. 2. (ITIL

Service Design) (ITIL Service Operation) Returning a configuration item or an IT service to a working state. Recovery of an IT service often includes recovering data to a known consistent state. After recovery, further steps may be needed before the IT service can be made available to the users

(restoration).

1. A recovery point objective is defined by business continuity planning. It is the maximum tolerable period in which data might be lost from an IT Service due to a Major Incident.

1. The Recovery Time Objective is the duration of time and a service level within which a business process must be restored after a disaster (or disruption) in order to avoid unacceptable consequences associated with a break in business continuity. 2. (ITIL Service Design) (ITIL Service

Operation) The maximum time allowed for the recovery of an IT service following an interruption. The service level to be provided may be less than normal service level targets. Recovery time objectives for each IT service should be negotiated, agreed and documented.

A written notification of assessed taxes/fees, interest, and penalty owed by a customer issued after an appeals is finished. See Determination

Reference Material, Audit

Referential Integrity

Refund Schedule

Refund Warrant

Register

Audit manual, OP Memos, Regulations, Annotations, TPD Memos.

Referential integrity is a property of data which, when satisfied, requires every value of one attribute (column) of a relation (table) to exist as a value of another attribute in a different (or the same) relation (table).

A list of refunds that are being processed for payment.

A refund payment sent to claimant. See Warrants (Checks).

The process an entity goes through to obtain a permit or license with the

BOE.


54

Registry/Repository

Regression Testing

Rejection

Release & Deployment

Management

Reliability

Remittance

Report of Deposit (ROD)

Report of Office Discussion


RFP# BOE 0860-094

July 1, 2013

Central references point within a service oriented architect that stores and manages services information (metadata). It stores information about what the services are, how they are used, and how they are interconnected with other components. This information can be used to foster reuse of services assets and to govern services throughout the lifecycle.

Selective retesting of a system or component to verify that modifications have not caused unintended effects and that the system or component still complies with its specified requirements.

The act that determines that the goods or services fail to conform to the contract in some material respect.

(ITIL Service Transition) The process responsible for planning, scheduling and controlling the build, test and deployment of releases, and for delivering new functionality required by the business while protecting the integrity of existing services.

The ability of a system to perform a required function under stated conditions for a specified period of time.

Money received by the BOE. Remittance can be comprised of one or several Payments. Payment methods include check, cash, credit card or

EFT.

The Report of Deposit form (the State Treasurer Office (STO) is the originator of the form) is a five-part carbon copy form that state agencies

(e.g., BOE district offices use) shall use for the purposes of documenting

Centralized State Treasury System (CTS) deposits made each day into approved depository banks. Each copy serves its own purpose.

Headquarters Cashiers reports the deposit via State Treasurer’s Electronic

Deposit Form (EDF), a web application. This will document and notify both

BOE and the State Treasurer’s Office electronically.

A report documenting the discussion between staff and the customer regarding non-concurred audits and field billing orders. The report documents any recommended adjustments as a result of the discussion as well as any items for which the customer is still in disagreement.

Reported vs. Computed Tax Difference between the amount that was reported by the customer and the calculated tax or computed amounts based on the taxable amount reported.


55


RFP# BOE 0860-094

July 1, 2013

Reporting Basis Identifies how often an account must file/pay taxes/fees. (e.g., Monthly,

Quarterly, Quarterly Prepay, Yearly, Fiscal Yearly)

Reporting Basis Change (RBC) Based on certain criteria, the frequency of tax/fee reporting may be changed upon BOE or customer request.

Reporting Discrepancies

Reporting Obligation

Reporting Period

Differences between amounts reported to external parties and amounts reported to the BOE.

See Financial Obligation.

The period for which the customer must report their taxes/fees.

Request for Reconsideration Any party may submit to the Appeals Division a request for reconsideration within 30 days of the date of the options letter (that is, the date of the Decision and Recommendation except when it recommends a reaudit) to ask the Appeals Division to reconsider any conclusion adverse to that party.

Request for Relief of Penalty A customer may seek relief of statutory late filing and payment penalties by submitting a written and signed statement, under penalty of perjury, setting forth the facts on which it bases its claim for relief. The BOE can grant that relief if it finds that the customer’s failure to make a timely return or payment was due to reasonable cause and circumstances beyond the customer’s control.

Request/Reply Model

Requirement

Specifies how the interested parties can make or send a request for certain information. The requested information is then replied by to the requesting parties.

A condition or capability that must be met or possessed by a system or system component to satisfy a contract, standard, specification, or other formally imposed documents. Ref. IEEE-610.12-1990.

Requirements Review A process or meeting during which the requirements for a system, hardware item, or software item are presented to project personnel, managers, users, customers, or other interested parties for comment or approval. Types include system requirements review, software requirements review.


56

Response Time

Responsible Person

Responsible Person Liability

(Dualee)

Responsible Bidder

Restart

Restitution

Return

Return Addressing


RFP# BOE 0860-094

July 1, 2013

1. The elapsed time between the end of an inquiry or command to an interactive computer system and the beginning of the system's response.

2. A measure of the time taken to complete an operation or transaction.

Used in capacity management as a measure of IT infrastructure performance, and in incident management as a measure of the time taken to answer the phone, or to start diagnosis.

Any officer, member, manager, employee, director, shareholder, partner, or other person having control or supervision of, or who is charged with the responsibility for, the filing of returns or the payment of tax or who has a duty to act for a corporation, partnership, limited partnership, limited liability partnership, or limited liability company in complying with any provision of the Sales and Use Tax Law.

Any responsible person who willfully does not pay tax, or who is the cause of the nonpayment of any sales or use taxes due from a corporation, partnership, limited partnership, limited liability partnership, or limited liability company, under specific circumstances, shall be personally liable for such taxes and interest and penalties on those taxes, not paid upon the termination, dissolution, or abandonment of the business of the corporation, partnership, limited partnership, limited liability partnership, or limited liability company.

A bidder who submits a responsive bid that clearly indicates compliance without material deviation from the solicitation’s terms and conditions and who possesses the experience, facilities, reputation, financial resources, and other factors existing at the time of contract award.

To cause a computer program to resume execution after a failure, using status and results recorded at a checkpoint.

A court order requiring a customer to pay a specified amount to the BOE, resulting from but not limited to cigarette tax fraud, operating without a permit, or tax evasion.

A report filed with the BOE containing information used to calculate taxes or fees.

The process of creating Financial Obligations, printing and mailing of returns for a given period.


57

Representational State

Transfer (REST)

Revenue

Review

Revocation (Revo)

Revocation Notice

Revocation Process

Revoked Account

Risk


RFP# BOE 0860-094

July 1, 2013

An architectural style for distributed hypermedia systems. It is a formal definition of core design principles of the World Wide Web and the

HTTP/1.1 protocol and advocates a design approach for constructing distributed systems based on the notion of resources.

1. All taxes and fees remitted to and collected by the BOE including property taxes for Timber, Sales and Use taxes, Special Taxes and Fees

(including any deficiencies disclosed to taxpayers resulting from a BOE audit of these taxes and fees) minus cancellations, plus interest, fees and penalties; and any BOE net adjustments made to refunds claimed, minus interest paid on refunds processed by the BOE. Revenue also includes all use taxes remitted to the California Franchise Tax Board, Department of

Motor Vehicles, and Department of Housing and Community Development on behalf of the BOE, as determined by BOE. Revenue does not include any property taxes remitted to or collected by the California Department of Motor Vehicles or associated with the Local Public Safety Fund (LPSF), the Local Revenue Fund, and the Local Revenue Fund 2011.

2. A term for the self or board-assessed amounts posted to a customer's account.

A process or meeting during which a work product, or set of work products, is presented to project personnel, managers, users, customers, or other interested parties for comment or approval. Types include code review, design review, formal qualification review, requirements review, test readiness review.

A status that is placed on an account when the customer has failed to comply with provisions of the law under which a permit or license is issued.

Written notification of suspension or revocation permit(s) or license(s) served upon the customer.

Steps taken by BOE in initiating a revocation and gaining compliance in reinstating a revoked permit or license.

An account that is currently under revocation and by law should cease business until reinstated. See Revocation.

The likelihood of an event, hazard, threat, or situation occurring and its undesirable consequences; a potential problem.


58

Risk Assessment

Risk Management

Risk Management Plan

Role-Based Access Control

(RBAC)


RFP# BOE 0860-094

July 1, 2013

A process that systematically identifies valuable system resources and threats to those resources, quantifies loss exposures (i.e., loss potential) based on estimated frequencies and costs of occurrence, and (optionally) recommends how to allocate resources to countermeasures so as to minimize total exposure. The analysis lists risks in order of cost and criticality, thereby determining where countermeasures should be applied first. It is usually financially and technically infeasible to counteract all aspects of risk, and to some residual risk will remain, even after all available countermeasures have been deployed.

The identification, selection, and adoption of countermeasures justified by the identified risks to assets in terms of their potential impact upon services if failure occurs, and the reduction of those risks to an acceptable level.

A description of how the elements and resources of the risk management process will be implemented within an organization or project.

A form of identity-based access control where the system entities that are identified and controlled are functional positions in an organization or process.

S

Sales Tax

Salient User

Scalable

Schedule

A tax imposed on the retail sale or lease of tangible personal property in

California. This tax is calculated on the gross receipts from a sale or lease and is due from the retailer. Retailers may reimburse themselves for the tax by collecting it from their customers.

The system user that is implied to be the pertinent or principal user within the context of the described function or service.

Scalability is a desirable property of a system, a network, or a process, which indicates its ability to either handle growing amounts of work in a graceful manner, or to be readily enlarged. For example, it can refer to the capability of a system to increase total throughput under an increased load when resources (typically hardware) are added.

1. A plan for performing work or achieving an objective, specifying the order and allotted time for each part. Typically includes a list of a project's milestones, activities, and deliverables with intended start and finish dates


59

Scope of Work (SOW)

Screen Pop

Search Engine

Security Assertion Markup

Language (SAML)

Security Deposit

Self-Assessed (SA)

Seller’s Permit

Semantic Layer

Semi-Structured Information

Content

Service

Services


RFP# BOE 0860-094

July 1, 2013

2. A supplemental statement of details included with a return.

See Statement of Work.

In call centers that provide integration between a telephone system and an agent's desktop (see CTI), a screen pop is a window or dialog box that autonomously appears on the desktop, displaying information for a call simultaneously sent to that agent's telephone.

A web search engine is designed to search for information on the World

Wide Web. The search results are generally presented in a list of results often referred to as search engine results pages (SERPs).

Security Assertion Markup Language is an OASIS standard security framework and token format. It is primarily used in federated identity environments.

Something deposited or given as assurance of the fulfillment of an obligation.

A liability assessed by the customer. e.g., filed, unpaid tax returns.

A permit issued by BOE that allows a business to make sales of tangible person property in California.

A semantic layer is a business representation of corporate data that helps end users access data autonomously using common business terms.

Unstructured information that have some structure (semi-structured) or even be highly structured but in ways that are unanticipated or unannounced.

One or more IT systems which enable a business process.

1. Non-IT services: A contract in which the contractor provides a duty or labor, as opposed to commodities or goods. 2. IT services: IT contracts for personal labor, effort, or time, including services for computer hardware and software maintenance or repair; programming and analysis of IT systems; IT training or other IT consulting service. 3. Transaction type: An acquisition classification. Identifying the acquisition as non-IT services as opposed to goods or information technology goods/services.


60

Service Asset

Service Asset and

Configuration Management

(SACM)

Service Catalogue

Service Contract

Service Desk

Service Endpoint

Service Invocation


RFP# BOE 0860-094

July 1, 2013

(ITIL) Any resource or capability of a service provider. A service provider is the organization supplying IT services to one or more internal customers or external customers. The assets of a service provider include anything that could contribute to the delivery of a service. Assets can be one of the following types: management, organization, process, knowledge, people, information, applications, infrastructure or financial capital.

(ITIL Service Transition) The process responsible for ensuring that the assets required to deliver services are properly controlled, and that accurate and reliable information about those assets is available when and where it is needed. This information includes details of how the assets have been configured and the relationships between assets.

Written statement of IT services, default levels and options.

A service contract is comprised of one or more published documents

(called service description documents) that express meta information about a service. The fundamental part of a service contract consists of the service description documents that express its technical interface. These form the technical service contract which essentially establishes an API into the functionality offered by the service.

1. The Service Desk extends the range of services and offers a more global-focused approach, allowing business processes to be integrated into the Service Management infrastructure. It not only handles incidents, problems, and questions, but also provides an interface for other activities such as customer change requests, maintenance contracts, software licenses; service level management, configuration management, availability management, and IT service continuity management. [ITIL] 2.

(ITIL Service Operation) The single point of contact between the service provider and the users. A typical service desk manages incidents and service requests, and also handles communication with the users.

An association between a binding and a network address, specified by a

URI that may be used to communicate with an instance of a service. An end point indicates a specific location for accessing a service using a specific protocol and data format.

Invoking a Web Service involves passing messages between the client and the server. SOAP (Simple Object Access Protocol) specifies how we should format requests to the server, and how the server should format its responses. In theory, we could use other service invocation languages

(such as XML-RPC, or even some ad hoc XML language). However, SOAP is by far the most popular choice for Web Services.


61

Service Level

Service Level Agreement

(SLA)

Service Level Requirement

(SLR)

Service Level Target

Service Operation

Service Provider

Service Request


RFP# BOE 0860-094

July 1, 2013

The expression of an aspect of a service in definitive and quantifiable terms.

An agreement between an IT Service Provider and a Customer. The SLA describes the IT Service, documents Service Level Targets, and specifies the responsibilities of the IT Service Provider and the Customer. A single

SLA may cover multiple IT Services or multiple customers.

(ITIL Continual Service Improvement) (ITIL Service Design) A customer requirement for an aspect of an IT service. Service level requirements are based on business objectives and used to negotiate agreed service level targets.

(ITIL Continual Service Improvement) (ITIL Service Design) A commitment that is documented in a service level agreement. Service level targets are based on service level requirements, and are needed to ensure that the IT service is able to meet business objectives. They should be SMART, and are usually based on key performance indicators.

1. When a service is implemented as a Web service, the functions or capabilities it exposes via a Web service contract are referred to as operations. 2. (ITIL Service Operation) A stage in the lifecycle of a service.

Service operation coordinates and carries out the activities and processes required to deliver and manage services at agreed levels to business users and customers. Service operation also manages the technology that is used to deliver and support services. Service operation includes the following processes: event management, incident management, request fulfillment, problem management, and access management. Service operation also includes the following functions: service desk, technical management, IT operations management, and application management.

Although these processes and functions are associated with service operation, most processes and functions have activities that take place across multiple stages of the service lifecycle.

The service provider returns a response message to the service consumer

(i.e., provides the service). A service provider describes its service using

WSDL. This definition is published to a directory of services. The directory could use Universal Description, Discovery, and Integration (UDDI).

Every incident not being a failure in the IT infrastructure.


62

Service Transition

Service-Oriented Architecture

(SOA)

Session

Settlement

Settlement Date

Settlement Proposal

Simple Network Management

Protocol (SNMP)


RFP# BOE 0860-094

July 1, 2013

(ITIL Service Transition) A stage in the lifecycle of a service. Service transition ensures that new, modified or retired services meet the expectations of the business as documented in the service strategy and service design stages of the lifecycle. Service transition includes the following processes: transition planning and support, change management, service asset and configuration management, release and deployment management, service validation and testing, change evaluation, and knowledge management. Although these processes are associated with service transition, most processes have activities that take place across multiple stages of the service lifecycle.

Service Oriented Architecture is an architecture that provides for reuse of existing business services and rapid deployment of new business capabilities based on existing capital assets. Major components include an

Enterprise Service Business, Service Registry, SOA Governance, Federated

Identity Management, which interoperate via standard interfaces and protocols.

A lasting interaction between system entities, often involving a user, typified by the maintenance of some state of the interaction for the duration of the interaction.

Under this program, staff will negotiate settlements of certain Sales and

Use Tax and Special Tax and Fee cases consistent with a reasonable evaluation of the risks and costs of litigating those cases.

The date a transfer of funds takes place or the date funds are actually deposited into a bank account. Term used primarily for electronic payments. It is also known as the debit date.

Customers who have a petition for redetermination, administrative protest, or claim for refund pending in connection with a tax or fee liability administered by the BOE may submit a settlement proposal. The settlement program is intended to expedite the resolution of tax and fee disputes consistent with a reasonable evaluation of litigation risks and costs. A customer's inability to pay the disputed liability is not considered under the settlement program. The settlement proposal includes a good faith settlement offer and factual and legal grounds to support the offer.

SNMP is a de facto standard for device and network management. It is part of IETF's Management Architecture. SNMP-based management systems use the manager-agent architecture, including the subagent and midlevel manager roles.


63

Single Sign-On (SSO)

Single View of Customer

(SVC)

Skip Tracing

SOAP

Software Configuration

Management (SCM)

Software Design Description

(SDD)

Software Product

Specification (SPS)


RFP# BOE 0860-094

July 1, 2013

Single sign-on is a property of access control of multiple related, but independent software systems. With this property a user logs in once and gains access to all systems without being prompted to log in again at each of them. Conversely, Single sign-off is the property whereby a single action of signing out terminates access to multiple software systems.

The CROS solution shall provide a Customer Profile single view of customer that provides a single, accurate and complete view of the customer across multiple sources of customer information, databases, business channels and business units.

The use of both internal and external information sources and direct investigation to locate customers, business entities, responsible persons, witnesses and seize-able assets.

A simple XML-based messaging interface that allows business services and identity management components to exchange information in standard, non-proprietary formats. SOAP is an OASIS standard.

Software Configuration Management is the discipline of identifying the configuration of software at distinct points in time for the purpose of systematically controlling changes to the configuration and of maintaining the integrity and traceability of the configuration throughout the system life cycle.

1. The SDD shows how the software system will be structured to satisfy the requirements identified in the software requirements specification

(IEEE Std 830). It is a translation of requirements into a description of the software structure, software components, interfaces, and data necessary for implementation. In essence, the SDD becomes a detailed blueprint for the implementation activity. 2. A representation of software created to facilitate analysis, planning, implementation, and decision-making. The software design description is used as a medium for communicating software design information and may be thought of as a blueprint or model of the system.

The Software Product Specification contains or references the executable software, source files, and software support information, including 'as built' design information and compilation, build, and modification procedures, for a Computer Software Configuration Item (CSCI).


64

Software Requirements

Review (SRR)

Software Requirements

Specification (SRS)

Solicitation

Solution

Solution Deliverable

Special Handling Flag


RFP# BOE 0860-094

July 1, 2013

A review of the requirements specified for one or more software configuration items to evaluate their responsiveness to and interpretation of the system requirements and to determine whether they form a satisfactory basis for proceeding into preliminary design of the configuration items.

Documentation of the essential requirements (functions, performance, design constraints, and attributes) of the software and its external interfaces.

1. A document sent to prospective vendors or listed on a public website requesting submission of a proposal. 2. Solicitation states the requirements that must be met to be considered for award.

The hardware, software, database, application components that comprise a bidder’s proposal to meet the CROS requirements.

A deliverable that makes up the proposed solution to the business problems and produces benefits for compensation.

An indicator places on a Customer Profile or on an Account to signal the need to handle the customer or account in a particular fashion based on the content of the special handling flags.

Special Project Report (SPR) One of the standard formats for documenting changes in scope, cost, benefits, schedules, or methodologies of a previously approved IT project.

Special Seller

Special Taxing Jurisdiction

(STJ)

A Special Seller is an entity that holds a seller's permit and is required to file a sales tax return that contains a Schedule B, Allocation by County of

Local Tax, normally due to local tax exceeding $600 per year.

A local legal entity for which the BOE administers and collects Sales and

Use Tax. BOE charges the entity an administrative fee for this service. The existence of this type of entity in a geographical region raises the Sales and

Use Tax rate in that region.


65

Specification


RFP# BOE 0860-094

July 1, 2013

1. A document that specifies, in a complete, precise, verifiable manner, the requirements, design, behavior, or other characteristics of a system or component, and, often, the procedures for determining whether these provisions have been satisfied. 2. A generic term to refer to a written requirement of a solicitation or contract that provides a concise and accurate description of the goods or services to be provided including the procedure by which it can be determined that the requirements have been met. A specification defines what the buyer wishes to buy and consequently, what the contractor is expected to provide. Specifications must be written in a manner that is not restrictive to foster competition.

SPSS Modeler IBM SPSS Modeler is a versatile data mining workbench that helps build accurate predictive models quickly and intuitively, without programming.

Also known as Clementine.

SQL Injection SQL injection is an often used technique to attack databases through a website. This is done by including portions of SQL statements in a web form entry field in an attempt to get the website to pass a newly formed rogue SQL command to the database (e.g., dump the database contents to the attacker). SQL injection is a code injection technique that exploits security vulnerabilities in a website's software. SQL injection is mostly known as an attack vector for websites but can be used to attack any type of SQL database.

Stakeholder

Stand-Alone

Standards

Any person or representative of an organization who has a stake – a vested interest – in the outcome of a project or whose opinion must be accommodated. A stakeholder can be an end user, a purchaser, a contractor, a developer, or a project manager.

Pertaining to hardware or software that is capable of performing its function without being connected to other components.

Mandatory requirements employed and enforced to prescribe a

START 21 disciplined uniform approach to software development, that is, mandatory conventions and practices are in fact standards.

The Start 21 program is an Excel workbook that contains a set of BOE approved audit forms that are electronically linked for use by field auditors. The purpose of the program is to standardize the electronic audit form templates being used in the field and give SUTD an efficient

State Controller's Office (SCO) The State Controller is the Chief Financial Officer of the State of California in the United States. mechanism to quickly update the forms as revisions become necessary.


66


RFP# BOE 0860-094

July 1, 2013

State Administrative Manual

(SAM)

State Depository Bank

SAM, maintained by the Department of Finance, establishes policies and procedures for management and procurement of information technology.

The State Treasurer’s demand (non-interest bearing) bank accounts are maintained in eight banks that serve as State depositories.

State Treasurer's Electronic

Deposit Form (EDF)

The State Treasurer's Office has developed an Electronic Deposit Form

Internet-based application for use by California State agencies. This application allows an agency to access on-line Report of Deposit (ROD) forms, and key their deposit information directly into BOE's EDF application.

State Treasurer's Office (STO) The California State Treasurer is responsible for the state's investment and finance. As the state’s banker, the Treasurer's Office manages the state’s investments and pays out state funds when spent by the Controller and other state agencies.

Statement of Account (STA) Statement of all differences that the customer owes BOE with a balance greater than the billing threshold.

Statement of Work (SOW) Defines contractually required services or products, or constraints on

Statewide Compliance and

Outreach Program (SCOP)

Statute

Stop Demand

Streaming Media

Subcontractor those services of products.

The Statewide Compliance and Outreach Program focuses on identifying and registering businesses who are actively selling tangible personal property in California without a seller's permit.

A formal written enactment of a legislative authority that governs a state, county, or city.

A stop demand is a status that is placed on a Difference to prevent a demand from being mailed to taxpayer on the Difference.

Streaming media is multimedia that is constantly received by, and normally displayed to, the end-user while it is being delivered by the provider. The name refers to the delivery method of the medium rather than to the medium itself. The distinction is usually applied to media that are distributed over telecommunications networks, as most other delivery systems are either inherently streaming (e.g., radio, television) or inherently non-streaming (e.g., books, video cassettes, audio CDs). The verb 'to stream' is also derived from this term, meaning to deliver media in this manner.

An individual or business contracting to perform part, or all, of another's contract.


67

Subpoenas

Subsidiary

Subsystem

Successor’s Liability

Summary Analysis

Summary Decision

Surety Bond

Suspended

Synchronous Messaging

Syndication


RFP# BOE 0860-094

July 1, 2013

Government Code section 15613 authorizes the BOE to issue a subpoena for the attendance of witnesses or to produce books, records, accounts and papers.

A business entity, such as a corporation, which is owned or controlled by another business entity. The controlling entity is usually called the Parent.

A secondary or subordinate system within a larger system.

Tax or fee liability owed by the current owner of a business or stock of goods, but incurred by a previous owner. A successor’s liability may be incurred when the buyer of a business does not obtain a certificate of tax clearance from the BOE prior to completing purchase of a business or a stock of goods.

A Summary Analysis is a written summary which contains the petitioner’s contentions regarding the Notice of Determination or Notice of Deficiency

Assessment, the position of the Department that issued the notice, and the reasons Petitions or Refunds staff believes that the Department’s position should be sustained in whole or in part. Petitions will prepare the

Summary Analysis if the case involves a petition or a petition with a related claim for refund. If the case involves only a claim for refund, the

Summary Analysis will be prepared by the refunds department.

Document intended to assist the Board in its consideration of and decision on a petition without an oral hearing.

An acceptable form of required security deposit. A surety bond is a promise to pay one party (the obligee) a certain amount if a second party

(the principal) fails to meet some obligation, such as fulfilling the terms of a contract. The surety bond protects the obligee against losses resulting from the principal's failure to meet the obligation.

The action to terminate, place on hold or cease the utilization of a State issued license.

A message model where the sender expects and waits for a reply from the receiver after sending a message.

Where web feeds make a portion of a web site available to other sites or individual subscribers.


68


RFP# BOE 0860-094

July 1, 2013

System

System Architecture

An integrated set of hardware and software components; supported by people, facilities, and procedures; designed and organized for the purpose of enabling end-users to conduct business and realize benefits.

A representation of a system in which there is a mapping of functionality onto hardware and software components, a mapping of the software

System Development

Lifecycle

System Integrator architecture onto the hardware architecture, and human interaction with these components.

The period of time that begins to develop a system and ends when the system is delivered to its end user.

The business entity with whom the State enters into the CROS contract for services and goods to combine software components, hardware components or both into an overall solution. Business integration involves unification of new and revised business functions to ensure integrity of

Board of Equalization services. Full integration consists of both technical and business components that must be managed in tandem for a successful statewide system implementation.

A condition or capability that must be met or possessed by a system or System Requirements subsystem component to satisfy a condition or capability needed by a user to solve a problem.

System Requirements Review A review conducted to evaluate the completeness and adequacy of the requirements defined for a system; to evaluate the system engineering process that produced those requirements; to assess the results of system engineering studies; and to evaluate system engineering plans.

System Testing Testing conducted on a complete, integrated system to evaluate the system’s compliance with its specified requirements.

T

Tag

Tagged Image File Format

(TIFF)

Target Area Contract

Preference Act (TACPA)

In markup languages such as XML and HTML, a set of bracketed characters that define the structural purpose of a block of content.

A file format for storing images, popular among graphic artists, the publishing industry.

A program based in law that provides preferences for contracting opportunities in distressed areas.


69

Tax Area Code (TAC)

Tax Gap


RFP# BOE 0860-094

July 1, 2013

A tax area code is a twelve (12) digit number that identifies the city and county in which the account is located, as well as any special districts or redevelopment areas.

The “tax gap” is the difference between taxes owed and taxes paid to the

State of California.

TIGERS is a joint working group of the X12 accredited standards committee for data interchange formats and the Federation of Tax Administrators

(FTA).

Tax Implementation Group for Electronic Commerce

Requirements

Standardization (TIGERS)

Tax Practitioner Hotline

Tax Preparer

Tax Program

Tax Rate

Tax Stamps

Tax/Fee Payers

Taxable Activity Type (TAT)

Taxonomy

Taxpayer Identification

Number (TIN)

Taxpayer Information Section

(TIS)

A dedicated phone number available to tax preparers' to call and reach a

CSR for BOE related questions.

An individual or company representative who files a return on behalf of a customer.

A grouping of Taxable Activity Types as defined by legislative action. e.g.,

Sales and Use Tax, Environmental Fees, etc.

The total tax rate includes the statewide tax rate plus the district tax rate

(which varies from district to district).

A physical stamp manufactured by a contracting company and sold by the

BOE to manufacturers and distributors of cigarettes. The tax stamp is affixed to the cigarette packs to validate payment of the cigarette tax and cigarette and tobacco products surtaxes. Each stamp is individually identifiable and tracked.

See customer.

A tax or fee administered in whole or in part by BOE. For example, Sales and Use Tax-Regular and Consumer Use Tax are TATs found in the Tax

Program, Sales and Use Tax. Commonly referred to as a TAT.

A scheme that partitions a body of knowledge and defines the relationships among the pieces. It is used for classifying and understanding the body of knowledge.

A system generated number that is used to identify a client that is a customer.

See Customer Service Representative.


70


RFP# BOE 0860-094

July 1, 2013

Taxpayer Records Unit (TRU) BOE section responsible for the filing and retention of physical and microfilmed documents related to a customer's account.

Taxpayer Rights Advocate

(TRA)

TRA assists customers who are unable to resolve a matter through normal channels, when they want information regarding procedures relating to a particular set of circumstances, or when there are apparent rights

Tealeaf violations in the audit, compliance, or property tax areas.

Used by a CSR to provide visibility into the online customer experience filing schedules and returns electronically, by capturing, analyzing and replaying details of customers' visit to find errors, issues, or transaction failures.

Technical Requirement

Technical Review

Technology Independent

Technology Services

Department (TSD)

Terminal Digit

Test

Test Case

Test Coverage

Any requirement not directly traceable to a business process but which is a required attribute of the system.

A software and system review conducted by a qualified team of project team members and stakeholders based on CROS requirements and standards to examine the suitability of the software at various stages of the system development life-cycle as prescribed in the CROS requirements and specifications.

Software that is portable to new operating systems without requiring changes. Software that can be used with a variety of technologies (e.g.,

Java, .Net, Legacy) without requiring changes.

BOE's technology department.

The last two digits (00 - 99) of an account number used to group accounts for BOE personnel for display and processing.

An activity in which a system or component is executed under specified conditions, the results are observed or recorded, and an evaluation is made of some aspect of the system or component.

1. A set of test inputs, execution conditions, and expected results developed for a particular objective, such as to exercise a particular program path or to verify compliance with a specific requirement. 2.

Documentation specifying inputs, predicted results, and a set of execution conditions for a test item.

To degree to which a given test or set of tests addresses all specified requirements for a given system or component.


71

Throughput


RFP# BOE 0860-094

July 1, 2013

Test Environment 1. (ITIL Service Transition) A controlled environment used to test configuration items, releases, IT services, processes, etc. 2. The hardware and software environment in which tests will be run, and any other software with which the software under test interacts when under test including stubs and test drivers.

Test Plan

Test Procedure

A document describing the scope, approach, resources, and schedule of intended test activities. It identifies test items, the features to be tested, the testing tasks, who will do each task, and any risks requiring contingency planning.

Detailed instructions for the set-up, execution, and evaluation of results in a given test case.

Test Readiness Review (TRR) A review conducted to evaluate preliminary test results for one or more configuration items; to verify that the test procedures for each configuration item are complete, comply with test plans and descriptions,

Test Report and satisfy test requirements; and to verify that a project is prepared to proceed to formal testing of the configuration items.

A document that describes the conduct and results of the testing carried

Test Script

Testing Levels

Testing Types out for a system or component.

Step-by-step procedures for using a test case to test a specific unit of code, function, or capability.

Testing levels define the levels of granularity that will be tested. The following illustrates a common set of testing levels: 1) Unit Testing – testing at component level. 2) Integration Testing – testing a collection of components. 3) System Testing – testing the integrated system.

Sometimes organizations confuse testing levels with testing types. Testing types defines the types of tests that will be executed. These can vary based on a testing level, product, and configuration. Example testing types include: a) Functional Testing b) Interface Testing c) Configuration

Testing d) Performance Testing e) Load/Stress Testing f) Usability Testing g) Security Testing, etc.

Third Party Data (source) Any data or data provider external to the Board of Equalization.

The amount of work that can be performed by a computer system or component in a given period of time; for example, number of jobs per day.


72

Timber Yield Tax

Tobacco Products

Toolkit

Total Bid Amount

Total Contract Amount

Traceability

Transaction

Transaction History


RFP# BOE 0860-094

July 1, 2013

Establishes timber value areas and harvest values that are used to determine tax liability, providing a standard method of timber measurement and conversion factors where the standard cannot be used, controlling and auditing the reporting and self assessment of the yield tax liability, and providing the data base for allocating the Timber Tax Fund to the county of harvest.

Tobacco products include all forms of cigars, smoking tobacco, chewing tobacco, and snuff, as well as other products containing at least 50 percent tobacco, but not cigarettes.

A software toolkit is any combination of software libraries, training materials, and samples to facilitate development.

The Procurement Official opening Volume II - Cost Data envelope of all responsive final proposals and posting for public viewing the Total Bid

Amount for the 48-month implementation period and the 12 month warranty period of the base contract and the two (2) 24-month options periods for maintenance and operations services after Final State

Acceptance of the CROS solution (as identified in the Total Project Costs

Worksheet – VII.A) along with the score from the non-financial evaluation.

For evaluation purposes, the total dollar amount bid by the bidder for all deliverables and services proposed for the 48-month implementation period and 12 month warranty period of the base contract.

The degree to which a relationship can be established between two or more products of the development process, especially products having a predecessor-successor or master-subordinate relationship to one another; for example, the degree to which requirements and design of a given software component match.

1. Acquisition/procurement transaction: An undertaking to acquire goods/services as part of a specific project. It can take various forms such as a new contract, amendment, etc. 2. Transaction type: An acquisition's classification. Examples include classifying an acquisition as goods, services, or information technology. 3. An atomic unit of work that modifies data. A transaction encloses one or more program statements, all of which either complete or roll back. 4. Detailed record of an event that supports a total reported on a schedule.

Audit trail of transactions/activity.


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Transactional Data

Transcript of Returns

Transfer

Transition Period

Transmit (Audit)

Transmittal Report

Two-Factor Authentication

U

Unapplied Payment


RFP# BOE 0860-094

July 1, 2013

Data describing an event, e.g., quarterly returns, monthly payroll. This is detailed data of an event.

A Transcript of Returns is system-generated and provides primary Revenue information for an account for each period in the audit.

The reassigning of a customer’s payment, liabilities, and/or returns (e.g., from one specific period to another period for the same customer, from an incorrect customer identification number to the correct TIN, or from one tax type to another tax type).

The Transition Period follows Full System Implementation and occurs during the Base Contract Period. This period lasts nine months and precedes Final State Acceptance. In the event a disruption to stability occurs in the final 90 consecutive days of the Transition Period, the

Transition Period will be extended proportionately to allow for 90 consecutive days of system stability.

The audit has been processed and transmitted to HQ for billing or refund.

A report prepared by the cashier showing payment transactions for the cash day. The report will list all payment applications and issued remittance IDs; segregates by type of remittance, obligation, taxable activity type.

The need for a user to identify themselves with two distinct forms of credentials, in the combination of something you know, something you have, or something you are. See Authentication.

Uncollectable

Underpayment

Unit

A payment that is not applied to a Revenue or Difference, but can be identified to an account, TIN, Tax Program, or Financial Obligation.

After exhausting all legal efforts, a payment can not be collected for a liability.

Remaining liability due after application of all payments.

1. A separately testable element specified in the design of a computer software component. 2. A logically separable part of a computer program.


74

Unit Testing

Universal Queue (UQ)

Unsatisfactory Rating

Unstructured Data

Up Time

Upgradeability

Usability

Use Case

Use Tax

User


RFP# BOE 0860-094

July 1, 2013

Testing of individual hardware or software units or groups of related units.

Universal queue or is a relatively advanced concept in contact center design whereby multiple communications channels (such as telephone, fax and email) are integrated into a single 'universal queue' to standardize processing and handling.

Any less than satisfactory rating by the BOE in the BOE's appraisal of the contractor's performance of any of the attributes of the management requirements per the Balanced Scorecard.

Unstructured Data (or unstructured information) refers to information that either does not have a pre-defined data model and/or does not fit well into relational tables. Unstructured information is typically textheavy, but may contain data such as dates, numbers, and facts as well.

This results in irregularities and ambiguities that make it difficult to understand using traditional computer programs as compared to data stored in fielded form in databases or annotated (semantically tagged) in documents.

The period of time during which a system or component is operational and in service.

The ability to install a new version of software package (i.e., upgrade) without needing to change previous configurations and customizations.

The effort needed for use, and for individual assessment of such use, by a stated or implied set of users.

A sequence of actions a system performs that yields an observable result of value to a particular actor. A use case contains all main, alternatives, and exception flows of events related to producing observable result of value.

A tax imposed on property purchased from a retailer for storage, use or consumption in California without the payment of sales tax. This tax is generally paid by consumers, including businesses that purchase property from out-of-state retailers for use in California and is the same rate as the sales tax.

A user is an agent, either a human agent (end-user) or software agent, who uses a computer or network service. A user often has a user account and is identified by a username.


75

User Acceptance Testing

User Documentation

User Forum

User ID

User Interface

User Interface Testing

User Security

V

Validation


RFP# BOE 0860-094

July 1, 2013

User acceptance testing is formal testing conducted to determine whether or not a system satisfies its acceptance criteria and to enable the customer to determine whether or not to accept the system.

Documentation describing the way in which a system or component is to be used to obtain desired results.

An Internet forum, or message board, is an online discussion site where people can hold conversations in the form of posted messages.

A unique number that identifies a User to the system. The User ID is part of the system that prevents unauthorized persons from accessing the

BOE’s computers.

An interface that enables information to be passed between a human user and hardware or software components of a computer system.

User Interface testing verifies a user’s interaction with the software. The goal of UI Testing is to ensure that the User Interface provides the user with the appropriate access and navigation through the functions of the target-of-test. In addition, UI Testing ensures that the objects within the

UI function as expected and conform to corporate or industry standards.

Security that controls navigation between applications, and the screens within those applications, based on an individual's security permission levels to access, modify, add, update, delete, or administer specific information. Access levels set by system administrators based on table values.

(1) The process of evaluating a system or component during or at the end of the development process to determine whether it satisfies specified requirements. (2) The process of providing evidence that the software and its associated products satisfy system requirements allocated to software at the end of each life cycle activity, solve the right problem (e.g., correctly model physical laws, implement business rules, use the proper system assumptions), and satisfy intended use and user needs.


76

Value Effective

Vendor

Verification

Verification of Available

Funds

Version Control

VoiceXML (VXML)


RFP# BOE 0860-094

July 1, 2013

1. Synonymous with best value. 2. Consideration of requirements and evaluation methodology for information technology acquisitions that may include but not be limited to, the following: (a) The operational cost that the State would incur if the bid or proposal is accepted. (b) Quality of the product or service, or its technical competency. (c) Reliability of delivery and implementation schedules. (d) The maximum facilitation of data exchange and systems integration. (e) Warranties, guarantees, and return policy. (f) Supplier financial stability. (g) Consistency of the proposed solution with the State's planning documents and announced strategic program direction. (h) Quality and effectiveness of business solution and approach. (i) Industry and program experience. (j) Prior record of supplier performance. (k) Supplier expertise with engagements of similar scope and complexity. (l) Extent and quality of the proposed participation and acceptance by all user groups. (m) Proven development methodologies and tools. (n) Innovative use of current technologies and quality results.

An individual, sole proprietorship, firm, partnership, corporation, or any other business venture that responds to an IT Request for Quotations or

Request for Proposals.

(1) The process of evaluating a system or component to determine whether the products of a given development phase satisfy the conditions imposed at the start of that phase. (2) The process of providing objective evidence that the software and its associated products conform to requirements (e.g., for correctness, completeness, consistency, accuracy) for all life cycle activities during each life cycle process (acquisition, supply, development, operation, and maintenance); satisfy standards, practices, and conventions during life cycle processes; and successfully complete each life cycle activity and satisfy all the criteria for initiating succeeding life cycle activities (e.g., building the software correctly).

Real time bank verification of an account's available funds prior to processing payment to the BOE.

Management of changes to documents, computer programs, large web sites, and other collections of information.

VoiceXML is the W3C's standard XML format for specifying interactive voice dialogues between a human and a computer. It allows voice applications to be developed and deployed in an analogous way to HTML for visual applications.


77

Voucher

W

Waiver

Waiver of Limitation


RFP# BOE 0860-094

July 1, 2013

A document used by filers to submit payment to BOE. In addition, the term is also used for State issued IOU's – in this case the voucher is an IOU from the State to the customers and customers, who in turn send it to BOE to be used as payment for their liability.

Warrant

Warrants (checks)

Web Chat

Web Conferencing

Not imposing a specific penalty and/or interest based on specific business rules.

Legal document in which a customer agrees to extend the deadline by which the BOE must assess additional taxes or fees for a specified reporting period.

A warrant is a judicial writ authorizing an officer of the law to make a seizure or to execute a judgment and is used to confiscate property in accordance with a legal judgment. The BOE may issue warrants to enforce liens and to collect amounts due.

In general, a warrant functions exactly like a check. A warrant is a draft issued by State agencies to a payee, with funds guaranteed by the

California State Treasurer.

A web chat is a system that allows users to communicate in real time using easily accessible web interfaces. It is a type of internet online chat distinguished by its simplicity and accessibility to users who do not wish to take the time to install and learn to use specialized chat software. This trait allows users instantaneous access and only a web browser is required to chat.

Web conferencing refers to a service that allows conferencing events to be shared with remote locations. In general the service is made possible by

Internet technologies, particularly on TCP/IP connections. The service allows real-time point-to-point communications as well as multicast communications from one sender to many receivers. It offers information of text-based messages, voice and video chat to be shared simultaneously, across geographically dispersed locations. Applications for web conferencing include meetings, training events, lectures, or short presentations from any computer.


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Web Content Management

System (WCMS)

Web Form

Web Portal

Web Service

Wizard

Work Queue

Workflow

Write-Off


RFP# BOE 0860-094

July 1, 2013

A Web Content Management System is a software system that provides website authoring, collaboration, and administration tools designed to allow users with little knowledge of web programming languages or markup languages to create and manage website content with relative ease.

A web form on a web page allows a user to enter data that is sent to a server for processing. Web forms resemble paper or database forms because internet users fill out the forms using checkboxes, radio buttons, or text fields.

A web portal is a term, often used interchangeably with gateway, for a

World Wide Web site whose purpose is to be a major starting point for users when they connect to the Web.

A self-contained, modularized business function that can be published to an SOA environment, located by a service registry, and accessed across a network using open standards (SOAP, XML) and interfaces (WSDL).

A software wizard or setup assistant is a user interface type that presents a user with a sequence of dialog boxes that lead the user through a series of well-defined steps. Tasks that are complex, infrequently performed, or unfamiliar may be easier to perform using a wizard. In contrast, an expert system guides a user through a series of (usually yes/no) questions to solve a problem.

A queue holding work items that can be completed by one of a number of users, rather than by a specific participant, or work items that can be completed by an automated process.

The automation of a business process, in whole or part, during which documents, information or tasks are passed from one participant to another for action, according to a set of procedural rules.

A write-off of an account liability is initiated when it is no longer cost effective to pursue collection, and all reasonable means of collection have been exhausted.


79


RFP# BOE 0860-094

July 1, 2013

X

XML Encryption (XML-ENC) XML Encryption is a process for encrypting and decrypting parts of XML documents. XML Encryption allows for granular control over the elements of a message that are to be visible or private.

Y

Timber Tax information received from CA Dept of Forestry. Yield Tax Information (YTI)


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RFP# BOE 0860-094

July 1, 2013


81

This Page Left Intentionally Blank.

Request for Proposal

For

Centralized Revenue Opportunity System (CROS)

Appendix B

Glossary of Terms and Definitions

State of California

Board of Equalization

450 N Street

PO Box 942879, MIC: 01

Sacramento, California 94279-0001 www.boe.ca.gov

CONTENT

Related documents

Products

Support

This Page Left Intentionally Blank.

Request for Proposal

For

Centralized Revenue Opportunity System (CROS)

Appendix B

Glossary of Terms and Definitions

State of California

Board of Equalization

450 N Street

PO Box 942879, MIC: 01

Sacramento, California 94279-0001 www.boe.ca.gov

CONTENT

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