Appendix B - Cost Submittal.xlsx
XLSX spreadsheet 23 KB Posted
- Attached to
- Inheritance Tax Counsel
- Solicitation number
- OGC-2026-22
- Issued by
- Pennsylvania
About this file
This is a Cost Submittal Appendix for the Pennsylvania Department of Revenue's request for one or more law firms to provide inheritance tax counsel services throughout the Commonwealth. The contract encompasses various inheritance tax matters at the county level, including responding to and filing inheritance tax returns by appropriate deadlines, negotiating settlement agreements, appearing in court on behalf of the Commonwealth, and litigating matters. The scope of work addresses disputes over real property valuation, declarations of marriage and common law marriage assertions, failure to file or pay inheritance tax returns, validity of wills, and asset distribution and taxability issues. The contract term is three years with the potential for renewal in Years 2 and 3 at the Commonwealth's option under the same terms and conditions.
Offerors must submit cost proposals using the provided workbook containing four tabs: Cost Overview, Cost Matrix, Optional Services-Billable Items, and Alternative Pricing Proposal. The Cost Matrix requires submission of position-specific hourly rates distributed across 1,000 estimated hours per year for evaluation purposes only; actual hours required will vary during contract performance. All costs must be inclusive of overhead, travel, subsistence, supplies, and other expenses. The Optional Services tab allows offerors to propose rates for frequently billed items such as copying and electronic research, which will not be evaluated but will serve as a basis for contract negotiations. Alternate pricing proposals may be submitted but will not be used for cost evaluation. The total estimated cost for the contract term will be the basis for cost evaluation. All cost submissions must be bound and sealed separately from the technical proposal and clearly labeled "Cost Submittal."
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Other files
| File | Type | Posted |
|---|---|---|
| OGC-2026-22 Request for Proposals.docx | DOCX document | |
| Appendix F - Project References.docx | DOCX document | |
| Appendix D - Statement of Qualifications - Conflicts - Technical Questionnaire.docx | DOCX document | |
| Appendix A - Proposal Cover Sheet.docx | DOCX document | |
| Appendix C - Trade Secret Confidential Propreitary Information Notice.pdf | ||
| Appendix E - Personnel Experience by Key Position.docx | DOCX document | |
| Part V - Contract for Legal Services Template.docx | DOCX document |
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INSTRUCTIONS-READ ME
| INSTRUCTIONS |
| GENERAL INSTRUCTIONS FOR COMPLETING THIS WORKBOOK |
| The Cost Submittal Worksheets contained in this workbook shall constitute the Cost Submittal. This portion of the proposal must be bound and sealed separately from the remainder of the proposal and clearly labeled “Cost Submittal.” All costs submitted must be inclusive of any overhead, travel, subsistence, supplies and other expenses not otherwise listed in the Cost Submittal. |
Offerors must verify that all calculations, subtotal costs and grand total costs are accurate.
Any question regarding the RFP shall be submitted to the Issuing Officer.
| COST OVERVIEW (Tab 1 of this workbook) |
| 1. Select the Cost Overview Tab (Tab 1) at the bottom of this page. |
2. Complete the top portion of the form to include all contact information.
NOTE: The information you supply here must match the information you provided to Vendor Registration.
3. This tab requires no entry of cost data. All data entered on the Cost Matrix tab and will automatically populate onto the Cost Overview.
4. The Cost Submittal will be evaluated on the Total Estimated Cost for the Contract Term.
| COST |
| Cost Matrix - For Evaluation Purposes. |
1. Select the Cost Matrix Worksheet (Tab 2)
2. For each of the Positions listed, enter a Position Rate into the highlighted fields. The Cost Matrix must be completed exactly as provided. Note: It is mandatory that a Position Rate be provided for each of the positions listed or the proposal may be rejected.
Alternative Cost - Non-Evaluated Cost Submittal. Offerors may include an alternate pricing proposals, which must be included on Tab 4 of this workbook.
1. Select the Alternative Pricing Proposal (Tab 4)
2. Enter Alternative Cost Model Note: Alternate Pricing will not be used to evaluate a Cost Submittal.
| Payment for services under this contract will based on the labor hours provided at each specified fixed hourly rate. The estimated hours listed are for evaluation purposes only and will not be binding on the Commonwealth. The actual number of hours required during the term of the contract will vary. * For scoring purposes, under the cost matrix tab, the total number of hours provided under "Estimated Hours" should equal 1000 hours per year.* |
| OPTIONAL SERVICES - NON-EVALUATED (Tab 3 of this workbook) |
| The cost submitted in the Optional Services-Frequently Used Billable Items tab in this workbook is for informational purposes and will not be scored as part of the cost evaluation for this RFP. The costs, however, will serve as a basis for negotiations during contract negotiations with the Selected Offeror. |
1. Select the Optional Services - Billable Items Worksheet (Tab 3)
2. Fill in the rates (in the highlighted cells) for Frequently Billed Items. Offerors may add additional items not currently listed. Rates must be listed for any additional items added.
| Note: |
| Do not include any pricing data in any portion of the Technical Submittal. Pricing data is defined as any information related to, directly or indirectly, the Offeror's proposed charges for services and deliverables. Pricing data consists of, but is not limited to, costs, fees, prices, rates, bonuses, discounts, rebates, or the identification of free services, labor or materials. |
1. COST OVERVIEW
APPENDIX B -
COST OVERVIEW
OGC-2026-22
LAW FIRM NAME CONTACT PERSON
LAW FIRM ADDRESS CONTACT PERSON EMAIL ADDRESS
CONTACT PERSON PHONE NUMBER CONTACT PERSON FAX NUMBER
LAW FIRM VENDOR NUMBER LAW FIRM FEDERAL ID OR SSN
| COST SUMMARY |
| Legal Services Related to Inheritance Tax Counsel matters |
| Total Estimated Cost | ||
| (To be evaluated) | $ - 0 | |
| The number of Estimated Hours per year is being provided for evaluation purposes only and does not constitute guaranteed work to be performed or guaranteed payment. The actual number of hours required during the term of the contract will vary. |
2. COST MATRIX
Offeror Name:
| Position | Year 1 | |
| Position Rate | Year 2 | |
| Position Rate | Year 3 | |
| Position Rate | Estimated Hours* | Estimated Cost per Position - Year 1 |
| $ - 0 | $ - 0 | $ - 0 | $ - 0 |
| $ - 0 | $ - 0 | $ - 0 | $ - 0 |
| $ - 0 | $ - 0 | $ - 0 | $ - 0 |
| $ - 0 | $ - 0 | $ - 0 | $ - 0 |
| $ - 0 | $ - 0 | $ - 0 | $ - 0 |
| Total Estimated Cost | $ - 0 |
| *Please list all positions you plan to bill for as part of this engagement. If you plan to bill for e-discovery, please be sure to list that rate as well.* | |
| INSTRUCTIONS: For purposes of cost evaluation only, Offerors should fill out the matrix above distributing a total of 1000 hours per year among the proposed staffing positions consistent with the Firm’s technical submission. |
The contract may be renewed for Year 2 and Year 3 at the Commonwealth's option upon the same terms and conditions. These costs will not be included as part of the cost evaluation for this RFP, however, the costs will serve as a basis for negotiations during contract negotiations with the Selected Offeror.
** The number of Estimated Hours per year is being provided for evaluation purposes only and does not constitute guaranteed work to be performed or guaranteed payment. The actual number of hours required during the term of the contract will vary.
&"Arial,Bold"&10Appendix B
OGC-2026-22
3. OPTIONAL BILLABLE ITEMS
OPTIONAL SERVICES
FREQUENTLY USED BILLABLE ITEMS
This cost will not be included as part of the cost evaluation for this RFP, however, the costs will serve as a basis for negotiations for during contract negotiations with the Selected Offeror.
Item Rate
| Copying Per Page | $ - 0 |
| Electronic Research | $ - 0 |
| Other (if applicable) | $ - 0 |
| Other (if applicable) | $ - 0 |
| Other (if applicable) | $ - 0 |
OGC-2026-22
4. ALTERNATIVE PRICING PROPOSAL
| ALTERNATIVE COST PROPOSAL |
| This cost will not be included as part of the cost evaluation for this RFP. |
| Offerors must complete the Cost Matrix exactly as provided in Tab 2 of this workbook. In addition, Offerors may provide an alternate pricing proposals on this worksheet; however, only the information proposed in the Cost Matrix will be used to evaluate the Offeror's cost proposal. |
OGC-2026-22
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