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|REQUEST FOR PROPOSALS |
| | |
|RFP NUMBER: |0A1175 |
|DATE ISSUED: |October 3, 2016 |
|The State of Ohio, through the Department of Administrative Services, for |
|the Ohio Department of Taxation, is requesting proposals for: |
| |
|OFFICE FIELD AUDIT SUPPORT TOOL (OFAST) |
|INQUIRY PERIOD BEGINS: |October 3, 2016 |
|INQUIRY PERIOD ENDS: |October 14, 2016 |
|OPENING DATE: |October 31, 2016 |
|OPENING TIME: |1:00 p.m. |
|OPENING LOCATION: |Department of Administrative |
| |Services |
| |Bid Room |
| |4200 Surface Road |
| |Columbus, Ohio 43228 |
| |
|This RFP consists of five parts and ten attachments, totaling 124 |
|consecutively numbered pages. Supplements also are attached to this RFP |
|with a beginning header page and an ending trailer page. Please verify |
|that you have a complete copy. |
|In lieu of taking exceptions to RFP requirements, including but not |
|limited to terms and conditions, scope of work statements, service levels |
|requirements, etc., or providing assumptions that may be unacceptable to |
|the State, offerors are strongly encouraged to use the inquiry process in |
|Part Three of the RFP. |
| | PART ONE: EXECUTIVE SUMMARY Purpose. This is a Request for Competitive Sealed Proposals ("RFP") under
Sections 125.071 and 125.18 of the Ohio Revised Code (the "Revised Code")
and Section 123:5-1-8 of the Ohio Administrative Code (the "Administrative
Code"). The Ohio Department of Taxation (ODT) has asked the Department of
Administrative Services (DAS) to solicit competitive sealed proposals
("Proposals") for an Office Field Audit Support Tool (OFAST) solution (the
"Work"), and this RFP is the result of that request. If a suitable offer is made in response to this RFP, the State of Ohio (the
"State"), through the DAS may enter into a contract (the "Contract") to
have the selected offeror (the "Contractor") perform all or part of the
Project. This RFP provides details on what is required to submit a Proposal for the
Project, how the State will evaluate the Proposals, and what will be
required of the Contractor in performing the work.
This RFP also gives the estimated dates for the various events in the
submission process, selection process, and performance of the Work. While
these dates are subject to change, prospective offerors must be prepared to
meet them as they currently stand.
Once awarded, the term of the Contract will be from the award date until
the Work is completed to the satisfaction of the State and the Contractor
is paid or June 30, 2017, whichever is sooner. The State may renew this
Contract for up to three (3) additional two-year terms, subject to and
contingent on the discretionary decision of the Ohio General Assembly to
appropriate funds for this Contract in each new biennium. Any such renewal
of all or part of the Contract also is subject to the satisfactory
performance of the Contractor and the needs of the State.
The State may reject any Proposal if the offeror fails to meet a deadline
in the submission or evaluation phases of the selection process or objects
to the dates for performance of the Work or the terms and conditions in
this RFP.
Background. The Ohio Department of Taxation administers individual and
business taxes for the State of Ohio. It employs approximately 1000 full
time employees and maintains its principal offices in Columbus, Ohio. Its
core functions include: taxpayer registration, returns and remittance
processing, taxpayer accounting and billing, non-filer discovery, selection
and management of audits, processing assessments, administering taxpayer
appeals, revenue accounting, and distribution of tax proceeds to local
governments within the State. The department's mission is to provide
quality service to Ohio taxpayers by helping them comply with their tax
responsibilities and by fairly applying the tax law. ODT's goals are to: . Enhance Taxpayer Services and Taxpayer Compliance With The Law;
. Modernize the Tax Law And The Department's Operations;
. Enhance a Qualified Workforce; and
. Provide Quality In All We Do By Exceeding Expectations. ODT is granted the authority under the Ohio Revised Code to perform audits
of taxpayer records to ensure compliance with Ohio's various taxes.
Specifically, the Audit Division and several other divisions within ODT,
use a computer program to calculate and house audit results in an organized
and efficient manner. This program was developed in the early 2000's and is
becoming more inefficient to maintain. ODT is looking to replace this
program with a more efficient and more configurable application. The
replacement solution will be required to integrate with Microsoft Office's
suite of programs as well as ODT's current tax integration system (referred
to as STARS). Objectives. The State has the following objectives that it wants this
Project to fulfill, and it will be the Contractor's obligation to ensure
that the Project meets these objectives: Ohio Department of Taxation wishes to procure the services of a Contractor
to provide: A solution, consisting of Contractor licensed software, installation
services and training as further defined in the Supplement 1 Scope of Work
and Overall Solution Requirements, that provides a means to generate and
store audit documentation including computational work papers for field and
office audits conducted by the Ohio Department of Taxation for the
following tax types: . Sales & Use Tax, Commercial Activity Tax, Motor Carrier taxes including
IFTA (International Fuel Tax Agreement) and IRP (International Registration
Plan), and other miscellaneous tax types. The solution will replace the current auditing application and will
increase efficiencies within the Audit Division, subsequently increasing
compliance with Ohio's tax laws. Additionally, the State is committed to improving the number of minority-
owned enterprises that do business with the State of Ohio. A "minority-
owned enterprise" is an individual, partnership, corporation or joint
venture of any kind that is owned and controlled by U.S. Citizens and
residents of Ohio, who are and have held themselves out as members of the
following socially and economically disadvantaged groups: Blacks, American
Indians, Hispanics and Asians. The offeror should seek and set aside work for Ohio certified minority
business enterprises (MBEs). The MBE must be certified by the Ohio
Department of Administrative Services pursuant to ORC 123.151. For more
information regarding MBE and MBE certification requirements please refer
to the DAS Equal Opportunity Division Web site at:
http://das.ohio.gov/Divisions/EqualOpportunity/MBEEDGECertification.aspx
In addition, to search for Ohio MBE-Certified Providers, utilize the
following search routine published on the DAS Equal Opportunity Division
website:
. Select "MBE Certified Providers" as the EOD Search Area selection;
. On the subsequent screen, at minimum, select the appropriate Procurement
Type, e.g., "Information Technology Service" as a search criterion;
. Select "Search"; and
. A list of Ohio MBE Certified Service Providers will be displayed. Overview of the Project's Scope of Work. The scope of the Work is provided
in greater detail within Supplement One (1) to this RFP. Calendar of Events. The schedule for the RFP process and the Work is given
below. The State may change this schedule at any time. If the State
changes the schedule before the Proposal due date, it will do so through an
announcement on the State Procurement Website's question and answer area
for this RFP. The Website announcement will be followed by an amendment to
this RFP, also available through the State's Procurement Website. After
the Proposal due date and before the award of the Contract, the State will
make schedule changes through the RFP amendment process. Additionally, the
State will make changes in the Work schedule after the Contract award
through the change order provisions in the General Terms and Conditions
Attachment to this RFP. It is each prospective offeror's responsibility to
check the Website question and answer area for this RFP for current
information regarding this RFP and its Calendar of Events through award of
the Contract.
Dates:
|Firm Dates | |
|RFP Issued: |October 3, 2016 |
|Inquiry Period Begins: |October 3, 2016 |
|Inquiry Period Ends: |October 14, 2016, at |
| |8:00 a.m. |
|Proposal Due Date: |October 31, 2016, at |
|