Forms Ordering System - Request for Information (RFI)_.docx

COMMONWEALTH OF PENNSYLVANIA

DEPARTMENT OF REVENUE

Request for Information DOR 387-26

Forms Ordering System

Summary.

The Commonwealth of Pennsylvania (Commonwealth) issues this Request for Information (RFI) to solicit information that will be used to assist with the development of a solicitation for a Forms Ordering System, which may be released by the Commonwealth in the near future.

Specifically, this request seeks information from which the Commonwealth can formulate specifications and requirements, realistic timeframes and cost structures for the referenced procurement and project. The Commonwealth desires to produce a solicitation that promotes vendor competition and creative technical solutions. The Commonwealth is open to any and all ideas in relation to this project and encourages alternative ideas that will help the Commonwealth better define its requirements. This RFI is an earnest attempt to become aware of and knowledgeable about current solutions to support the project requirements of the Commonwealth. This RFI will also help the Commonwealth identify vendors who are able to provide the required services to support this goal.

Background.

DOR maintains an ordering system for taxpayers, practitioners, and other stakeholders and entities to submit tax form and booklet orders. This system is available to the public and allows for individual and bulk (large quantity of various forms/booklets) ordering of both business and personal tax forms via an online storefront. Orders are also manually entered into the system by DOR staff when requested outside of the forms ordering system.

Issues to Be Addressed.

The Commonwealth is requesting feedback from firms with expertise in Forms Ordering Systems, as set forth below:

1) Include a cover letter, with the RFI response, on Company Letterhead, which includes a point of contact name, phone number and email address.

2) Complete Attachment A, Forms Ordering System Questionnaire. Please respond to the questions in the questionnaire and limit the responses to these questions only.

3) Complete Attachment B, Trade Secret/Confidential Proprietary Notice

Point of Contact:

The sole point of contact for this RFI shall be Wisyanski, Timi <twisyanski@pa.gov>.

Due Date.

The Commonwealth is requesting that all responses to this RFI be submitted via email to racpeters@pa.gov by 16:00 on 10/27/26 with the subject line of Forms Ordering System 387-26 .

Disclaimer.

This RFI is issued solely for information and planning purposes only and does not constitute a solicitation for future business, an offer for procurement or any other type of current or future procurement or contractual action and is only intended to gather input. The Commonwealth will not award a contract on the basis of this RFI nor will it pay for information it receives. Responses to this notice are not offers and cannot be accepted by the Commonwealth to form a binding contract. No party is bound by the information provided in response to this RFI.

Respondents are solely responsible for all expenses associated with responding to this RFI. The Commonwealth of Pennsylvania is not liable for any costs or expenses incurred by the Respondent in the preparation of its responses.

All material submitted shall be considered the property of the Commonwealth of Pennsylvania and may be returned only at the Commonwealth’s option. Notwithstanding any Respondents copyright designations contained on responses, the Commonwealth shall have the right to make copies and distribute responses internally and to comply with public record or other disclosure requirements under the provisions of any Commonwealth or United States statute or regulation, or rule or order of any court of competent jurisdiction.

Respondents to this Request shall not provide recommendations as to specific courses of action and shall not be deemed to be an advisor or consultant to the Commonwealth. The Commonwealth will evaluate the information presented and determine any subsequent course of action, which may consist of contracting for implementation of Commonwealth-determined work. Such work may be procured through any procurement method available, and respondents to this Request may be considered for selection to perform such work.

Responses to this RFI will not be returned. Respondents will not be notified of the result of the review, nor will they be provided copies of it.

Contents of Response.

A. Confidential Information. The Commonwealth is not requesting, and does not require, confidential proprietary information or trade secrets to be included as part of Respondents’ response. Except as provided, Respondents should not label responses as confidential or proprietary or trade secret protected. A Respondent who determines that it must divulge such information must submit the completed Attachment B, Trade Secret/Confidential Proprietary Notice must additionally provide a redacted version of its response which removes only the confidential proprietary information and trade secrets.

B. Commonwealth Use. All material submitted with the response will be the property of the Commonwealth and may be returned only at the Department’s option. The Commonwealth has the right to use any or all ideas not protected by intellectual property rights that are presented in any response. Notwithstanding any Respondent copyright designations contained on responses, the Commonwealth will have the right to make copies and distribute responses internally and to comply with public record or other disclosure requirements under the provisions of any Commonwealth or United States statute or regulation, or rule or order of any court of competent jurisdiction.

C. Public Disclosure. All responses are subject to disclosure in response to a request for public records made under the Pennsylvania Right-to-Know Law, 65 P.S. § 67.101, et seq. If a response contains confidential proprietary information or trade secrets, a signed written statement to this effect must be provided with the submission in accordance with 65 P.S. § 67.707(b) for the information to be considered exempt under 65 P.S. § 67.708(b)(11) from public records requests. Refer to Attachment 2, Trade Secret/Confidential Proprietary Information Notice that may be utilized as the signed written statement. If Attachment 2, Trade Secret/Confidential Proprietary Information is not completed, any trade secret or confidential/proprietary information contained in Respondents’ response to this RFI may be released in response to a Pennsylvania Right-to-Know Law request.

Commonwealth Reservation of Rights.

The Commonwealth reserves the right to consider or reject any and all responses to this Request, to amend and/or reissue this Request and to abandon and then recommence at any time, or not recommence, this process. All costs of any response to this Request and participation in any presentations to the Commonwealth are solely the responsibility of the Respondent and the Commonwealth shall not be liable for payment of any such costs.

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REQUEST FOR INFORMATION

ATTACHMENT A

Forms Ordering System QUESTIONNAIRE

1. Provide basic company and contact information.

2. Summarize your experience delivering online ordering or e commerce solutions, especially for government organizations.

3. Provide a high‑level overview of your proposed forms‑ordering solution and core capabilities.

4. Describe how ordering, inventory management, reporting, site updates, and fulfillment would work in your solution.

5. Outline your typical implementation approach, timeline, and any key considerations.

6. Provide a high‑level pricing overview and any cost factors.

7. Share any optional features or innovative ideas that could benefit DOR.

8. Provide access to a product demonstration.