Attachment_2_-_Pricing_Proposal.xlsx
XLSX spreadsheet 31 KB Posted
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- ELECTRONIC TAX PREPARATION AND TRANSMISSION SOFTWARE AND SUPPORT (ETSA) - VITA Software and Services
- Solicitation number
- Q6QT0107C0000
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ATTACHMENT 2 - RETURN WITH PROPOSAL
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Total Pricing Summary
| Base Year | $0.00 |
| Option Year 1 | $0.00 |
| Option Year 2 | $0.00 |
| Option Year 3 | $0.00 |
| Option Year 4 | $0.00 |
| Total | $0.00 |
Total Evaluated Price $0.00
Offerors are strongly encouraged to offer any and all discounts for the services to be provided. Note "NSP" for items that are not separately priced.
Base Year
| Base Year (November, 2015 - November, 2016) | ||||||||
| PWS Section | CLIN | Description | Expected Format | Period of Performance/ Delivery | QTY | Unit | Unit Price | Extended Price (QTY x Unit Price) |
| 4.1 | 1 | 9,000 Perpetual Software Licenses | One license per site Internet and CD/DVD | Oct 1 - Sept 30 | 1 | Lot | $0.00 | |
| 4.1.4 | 2 | Distribution/Shipping of Software if Separately priced | CD/DVD | 2 business days domestic from date of order; 4 business days international from date of order | 1 | Lot | $0.00 | |
| 4.5 | 3 | Printed user guide to accompany each software package delivered. User guide accessible online to all users | Web based and printed materials | Upon Delivery of license per EFIN | 1 | Lot | $0.00 | |
| 4.1 | 4 | Final Desktop Version of software including all updates for the tax year | CD/DVD | June | 1 | Lot | $0.00 | |
| 4.1 | 5 | Optional Perpetual Software licenses/User Guides in increments of 1 - 4,000 | One license per site Internet and CD/DVD | Oct 1 - Sept 30 | 4,000 | Each | $0.00 | |
| 4.1.5 | 6 | Draft disaster recovery plan and business continuity plan/procedures for IRS comment | At Contract Award | 1 | Each | $0.00 | ||
| 4.1.5 | 7 | Finalized disaster recovery plan and business continuity plan/procedures | Electronic file and Paper copy | Within (30) Days of Contract Award | 1 | Each | $0.00 | |
| 4.1.5 | 8 | Results of the disaster recovery tests | Annually at a minimum within two weeks of the conclusion of the test | 1 | Each | $0.00 | ||
| 4.4 | 9 | Notification that system is down. | Email and Telephone call | No later than (15) minutes after initial discovery | 1 | Each | $0.00 | |
| 4.4 | 10 | Notification that system is restored. | Email and Telephone call | No later than (15) minutes after resolving the problem | 1 | Each | $0.00 | |
| 4.2.2 | 11 | Weekly Management Reports | Formal Report | Weekly after beginning of filing season Jan - Apr 30 | 16 | Each | $0.00 | |
| 4.2.2 | 12 | Monthly Management Reports | Formal Report | May - Dec | 8 | Each | $0.00 | |
| 4.2.3 | 13 | Ad Hoc Management Reports | Formal Report | Upon Request | 1 | Each | $0.00 | |
| 4.1.4 | 14 | Deployment Metrics Report for Ordering/Shipping. See glossary for contents. | Excel Spreadsheet | Per Shipping Authorization | 1 | Each | $0.00 | |
| 4.1.4 | 15 | Deployment Metrics report that provides the addresses that were rejected by the carrier as undeliverable | Weekly | 52 | Each | $0.00 | ||
| 4.4 | 16 | Monthly Helpdesk Support Metrics | Formal Report | 5th day of preceeding month | 12 | Each | $0.00 | |
| 4.4 | 17 | Help Desk Call Log | Excel Spreadsheet/Word Document | Every two weeks | 26 | Each | $0.00 | |
| 4.3 | 18 | Period of Performance Summary Report | Formal Report | Oct and June | 2 | Each | $0.00 | |
| 4.5 | 19 | Training to use the software | Online, face-to-face, webinars, Contractor facilitated, formatted lessons, etc. | During the initial contract year the live training sessions will be started in May | 1 | Each | $0.00 | |
| 4.5 | 20 | Recordings of webinars | CD/DVD or Internet | Made available within (7) days after the webinar | 1 | Each | $0.00 | |
| 4.5 | 21 | Practice environment to enter mock return information and solutions | Online | During the initial contract year the practice environment will be made available continuously starting in May | 1 | Each | $0.00 | |
| 4.5 | 22 | Training Materials | Formatted lessons in English and Spanish: CD/DVD or Internet | Initial Year delivered with training | 1 | Each | $0.00 | |
| 4.3 & 4.5 | 23 | Updates to web-based training and training materials due to software and any applicable tax law changes | Web Access (i.e. blog), email notifications, release notes, etc. | Within (60) Days of the changes | 1 | Each | $0.00 | |
| 4.5 | 24 | Availability and permissions to use screen shots | Web based and printed materials | As needed | 1 | Each | $0.00 | |
| 4.3 | 25 | Finalized Training Plan including schedule of events | Document | At Contract Award | 1 | Each | $0.00 | |
| 4.3, 4.5 & 4.6 | 26 | Program office requires access to the software and user guide to perform transition activities, training, developing training materials, etc. | CD/DVD, Internet, Printed User Guide | At Contract Award | 1 | Each | $0.00 | |
| 4.5 | 27 | Beta version of all software and documentation, prior to it becoming commercially available for Standards Idea Lab for testing | CD/DVD, Internet | no later than October 1st of each year | 1 | Each | $0.00 | |
| 4.6 | 28 | Transition Phase Out (Optional) | Certificate of Data Destruction | Optional | 1 | Each | $0.00 | |
| Total | $0.00 |
Base Year
Option Year I
| Option Year I (November, 2016 - November, 2017) | ||||||||
| PWS Section | CLIN | Description | Expected Format | Period of Performance/ Delivery | QTY | Unit | Unit Price | Extended Price (QTY x Unit Price) |
| 4.1 | 1001 | 8,000 Perpetual Software Licenses | One license per site Internet and CD/DVD | Oct 1 - Sept 30 | 1 | Lot | $0.00 | |
| 4.1.4 | 1002 | Distribution/Shipping of Software if Separately priced | CD/DVD | 2 business days domestic from date of order; 4 business days international from date of order | 1 | Lot | $0.00 | |
| 4.5 | 1003 | Printed user guide to accompany each software package delivered. User guide accessible online to all users | Web based and printed materials | Upon Delivery of license per EFIN | 1 | Lot | $0.00 | |
| 4.1 | 1004 | Final Desktop Version of software including all updates for the tax year | CD/DVD | June | 1 | Lot | $0.00 | |
| 4.1 | 1005 | Optional Perpetual Software licenses/User Guides in increments of 1 - 5,000 | One license per site Internet and CD/DVD | Oct 1 - Sept 30 | 5,000 | Each | $0.00 | |
| 4.1.5 | 1006 | Disaster recovery plan and business continuity plan/procedures status document outlining changes if applicable | November | 1 | Each | $0.00 | ||
| 4.1.5 | 1007 | Results of the disaster recovery tests | Annually at a minimum within two weeks of the conclusion of the test | 1 | Each | $0.00 | ||
| 3.1.5 | 1008 | Notification that system is down. | Email and Telephone call | No later than (15) minutes after initial discovery | 1 | Each | $0.00 | |
| 4.1.5 | 1009 | Notification that system is restored. | Email and Telephone call | No later than (15) minutes after resolving the problem | 1 | Each | $0.00 | |
| 4.2.2 | 1010 | Weekly Management Reports | Formal Report | Weekly after beginning of filing season Jan - Apr 30 | 16 | Each | $0.00 | |
| 4.2.2 | 1011 | Monthly Management Reports | Formal Report | May - Dec | 8 | Each | $0.00 | |
| 4.2.2 | 1012 | Ad Hoc Management Reports | Formal Report | Upon Request | 1 | Each | $0.00 | |
| 4.1.4 | 1013 | Deployment Metrics Report for Ordering/Shipping. See glossary for contents. | Excel Spreadsheet | Per Shipping Authorization | 1 | Each | $0.00 | |
| 4.1.4 | 1014 | Deployment Metrics report that provides the addresses that were rejected by the carrier as undeliverable | Weekly | 52 | Each | $0.00 | ||
| 4.4 | 1015 | Monthly Helpdesk Support Metrics | Formal Report | 5th day of preceeding month | 12 | Each | $0.00 | |
| 4.4 | 1016 | Help Desk Call Log | Excel Spreadsheet/Word Document | Every two weeks | 26 | Each | $0.00 | |
| 4.3 | 1017 | Period of Performance Summary Report | Formal Report | Oct and June | 2 | Each | $0.00 | |
| 4.5 | 1018 | Training to use the software | Online, face-to-face, webinars, Contractor facilitated, formatted lessons, etc. | Live training sessions will be started in Oct and be completed before Jan 31st | 1 | Each | $0.00 | |
| 4.5 | 1019 | Recordings of webinars | CD/DVD or Internet | Made available within (7) days after the webinar | 1 | Each | $0.00 | |
| 4.5 | 1020 | Practice environment to enter mock return information and solutions | Online | November - October | 1 | Each | $0.00 | |
| 4.5 | 1021 | Training Materials | Formatted lessons in English and Spanish: CD/DVD or Internet | November | 1 | Each | $0.00 | |
| 4.5 | 1022 | Updates to web-based training and training materials due to software and any applicable tax law changes | Web Access (i.e. blog), email notifications, release notes, etc. | Within (60) Days of the changes | 1 | Each | $0.00 | |
| 4.5 | 1023 | Availability and permissions to use screen shots | Web based and printed materials | As needed | 1 | Each | $0.00 | |
| 4.3 | 1024 | Modified Training Plan including schedule of events | Document | June | 1 | Each | $0.00 | |
| 4.3 | 1025 | Program office requires access to the software and user guide to perform transition activities, training, developing training materials, etc. | CD/DVD, Internet, Printed User Guide | June | 1 | Each | $0.00 | |
| 4.5 | 1026 | Beta version of all software and documentation, prior to it becoming commercially available for Standards Idea Lab for testing | CD/DVD, Internet | no later than October 1st of each year | 1 | Each | $0.00 | |
| 4.6 | 1027 | Transition Phase Out (Optional) | Certificate of Data Destruction | Optional | 1 | Each | $0.00 | |
| Total | $0.00 |
Option Year I
Option Year II
| Option Year II (November, 2017 - November, 2018) | ||||||||
| PWS Section | CLIN | Description | Expected Format | Period of Performance/ Delivery | QTY | Unit | Unit Price | Extended Price (QTY x Unit Price) |
| 4.1 | 2001 | 8,000 Perpetual Software Licenses | One license per site Internet and CD/DVD | Oct 1 - Sept 30 | 1 | Lot | $0.00 | |
| 4.1.4 | 2002 | Distribution/Shipping of Software if Separately priced | CD/DVD | 2 business days domestic from date of order; 4 business days international from date of order | 1 | Lot | $0.00 | |
| 4.5 | 2003 | Printed user guide to accompany each software package delivered. User guide accessible online to all users | Web based and printed materials | Upon Delivery of license per EFIN | 1 | Lot | $0.00 | |
| 4.1 | 2004 | Final Desktop Version of software including all updates for the tax year | CD/DVD | June | 1 | Lot | $0.00 | |
| 4.1 | 2005 | Optional Perpetual Software licenses/User Guides in increments of 1 - 5,000 | One license per site Internet and CD/DVD | Oct 1 - Sept 30 | 5,000 | Each | $0.00 | |
| 4.1.5 | 2006 | Disaster recovery plan and business continuity plan/procedures status document outlining changes if applicable | November | 1 | Each | $0.00 | ||
| 4.1.5 | 2007 | Results of the disaster recovery tests | Annually at a minimum within two weeks of the conclusion of the test | 1 | Each | $0.00 | ||
| 3.1.5 | 2008 | Notification that system is down. | Email and Telephone call | No later than (15) minutes after initial discovery | 1 | Each | $0.00 | |
| 4.1.5 | 2009 | Notification that system is restored. | Email and Telephone call | No later than (15) minutes after resolving the problem | 1 | Each | $0.00 | |
| 4.2.2 | 2010 | Weekly Management Reports | Formal Report | Weekly after beginning of filing season Jan - Apr 30 | 16 | Each | $0.00 | |
| 4.2.2 | 2011 | Monthly Management Reports | Formal Report | May - Dec | 8 | Each | $0.00 | |
| 4.2.2 | 2012 | Ad Hoc Management Reports | Formal Report | Upon Request | 1 | Each | $0.00 | |
| 4.1.4 | 2013 | Deployment Metrics Report for Ordering/Shipping. See glossary for contents. | Excel Spreadsheet | Per Shipping Authorization | 1 | Each | $0.00 | |
| 4.1.4 | 2014 | Deployment Metrics report that provides the addresses that were rejected by the carrier as undeliverable | Weekly | 52 | Each | $0.00 | ||
| 4.4 | 2015 | Monthly Helpdesk Support Metrics | Formal Report | 5th day of preceeding month | 12 | Each | $0.00 | |
| 4.4 | 2016 | Help Desk Call Log | Excel Spreadsheet/Word Document | Every two weeks | 26 | Each | $0.00 | |
| 4.3 | 2017 | Period of Performance Summary Report | Formal Report | Oct and June | 2 | Each | $0.00 | |
| 4.5 | 2018 | Training to use the software | Online, face-to-face, webinars, Contractor facilitated, formatted lessons, etc. | Live training sessions will be started in Oct and be completed before Jan 31st | 1 | Each | $0.00 | |
| 4.5 | 2019 | Recordings of webinars | CD/DVD or Internet | Made available within (7) days after the webinar | 1 | Each | $0.00 | |
| 4.5 | 2020 | Practice environment to enter mock return information and solutions | Online | November - October | 1 | Each | $0.00 | |
| 4.5 | 2021 | Training Materials | Formatted lessons in English and Spanish: CD/DVD or Internet | November | 1 | Each | $0.00 | |
| 4.5 | 2022 | Updates to web-based training and training materials due to software and any applicable tax law changes | Web Access (i.e. blog), email notifications, release notes, etc. | Within (60) Days of the changes | 1 | Each | $0.00 | |
| 4.5 | 2023 | Availability and permissions to use screen shots | Web based and printed materials | As needed | 1 | Each | $0.00 | |
| 4.3 | 2024 | Modified Training Plan including schedule of events | Document | June | 1 | Each | $0.00 | |
| 4.3 | 2025 | Program office requires access to the software and user guide to perform transition activities, training, developing training materials, etc. | CD/DVD, Internet, Printed User Guide | June | 1 | Each | $0.00 | |
| 4.5 | 2026 | Beta version of all software and documentation, prior to it becoming commercially available for Standards Idea Lab for testing | CD/DVD, Internet | no later than October 1st of each year | 1 | Each | $0.00 | |
| 4.6 | 2027 | Transition Phase Out (Optional) | Certificate of Data Destruction | Optional | 1 | Each | $0.00 | |
| Total | $0.00 |
Option Year II
Option Year III
| Option Year III (November, 2018 - November, 2019) | ||||||||
| PWS Section | CLIN | Description | Expected Format | Period of Performance/ Delivery | QTY | Unit | Unit Price | Extended Price (QTY x Unit Price) |
| 4.1 | 3001 | 8,000 Perpetual Software Licenses | One license per site Internet and CD/DVD | Oct 1 - Sept 30 | 1 | Lot | $0.00 | |
| 4.1.4 | 3002 | Distribution/Shipping of Software if Separately priced | CD/DVD | 2 business days domestic from date of order; 4 business days international from date of order | 1 | Lot | $0.00 | |
| 4.5 | 3003 | Printed user guide to accompany each software package delivered. User guide accessible online to all users | Web based and printed materials | Upon Delivery of license per EFIN | 1 | Lot | $0.00 | |
| 4.1 | 3004 | Final Desktop Version of software including all updates for the tax year | CD/DVD | June | 1 | Lot | $0.00 | |
| 4.1 | 3005 | Optional Perpetual Software licenses/User Guides in increments of 1 - 5,000 | One license per site Internet and CD/DVD | Oct 1 - Sept 30 | 5,000 | Each | $0.00 | |
| 4.1.5 | 3006 | Disaster recovery plan and business continuity plan/procedures status document outlining changes if applicable | November | 1 | Each | $0.00 | ||
| 4.1.5 | 3007 | Results of the disaster recovery tests | Annually at a minimum within two weeks of the conclusion of the test | 1 | Each | $0.00 | ||
| 3.1.5 | 3008 | Notification that system is down. | Email and Telephone call | No later than (15) minutes after initial discovery | 1 | Each | $0.00 | |
| 4.1.5 | 3009 | Notification that system is restored. | Email and Telephone call | No later than (15) minutes after resolving the problem | 1 | Each | $0.00 | |
| 4.2.2 | 3010 | Weekly Management Reports | Formal Report | Weekly after beginning of filing season Jan - Apr 30 | 16 | Each | $0.00 | |
| 4.2.2 | 3011 | Monthly Management Reports | Formal Report | May - Dec | 8 | Each | $0.00 | |
| 4.2.2 | 3012 | Ad Hoc Management Reports | Formal Report | Upon Request | 1 | Each | $0.00 | |
| 4.1.4 | 3013 | Deployment Metrics Report for Ordering/Shipping. See glossary for contents. | Excel Spreadsheet | Per Shipping Authorization | 1 | Each | $0.00 | |
| 4.1.4 | 3014 | Deployment Metrics report that provides the addresses that were rejected by the carrier as undeliverable | Weekly | 52 | Each | $0.00 | ||
| 4.4 | 3015 | Monthly Helpdesk Support Metrics | Formal Report | 5th day of preceeding month | 12 | Each | $0.00 | |
| 4.4 | 3016 | Help Desk Call Log | Excel Spreadsheet/Word Document | Every two weeks | 26 | Each | $0.00 | |
| 4.3 | 3017 | Period of Performance Summary Report | Formal Report | Oct and June | 2 | Each | $0.00 | |
| 4.5 | 3018 | Training to use the software | Online, face-to-face, webinars, Contractor facilitated, formatted lessons, etc. | Live training sessions will be started in Oct and be completed before Jan 31st | 1 | Each | $0.00 | |
| 4.5 | 3019 | Recordings of webinars | CD/DVD or Internet | Made available within (7) days after the webinar | 1 | Each | $0.00 | |
| 4.5 | 3020 | Practice environment to enter mock return information and solutions | Online | November - October | 1 | Each | $0.00 | |
| 4.5 | 3021 | Training Materials | Formatted lessons in English and Spanish: CD/DVD or Internet | November | 1 | Each | $0.00 | |
| 4.5 | 3022 | Updates to web-based training and training materials due to software and any applicable tax law changes | Web Access (i.e. blog), email notifications, release notes, etc. | Within (60) Days of the changes | 1 | Each | $0.00 | |
| 4.5 | 3023 | Availability and permissions to use screen shots | Web based and printed materials | As needed | 1 | Each | $0.00 | |
| 4.3 | 3024 | Modified Training Plan including schedule of events | Document | June | 1 | Each | $0.00 | |
| 4.3 | 3025 | Program office requires access to the software and user guide to perform transition activities, training, developing training materials, etc. | CD/DVD, Internet, Printed User Guide | June | 1 | Each | $0.00 | |
| 4.5 | 3026 | Beta version of all software and documentation, prior to it becoming commercially available for Standards Idea Lab for testing | CD/DVD, Internet | no later than October 1st of each year | 1 | Each | $0.00 | |
| 4.6 | 3027 | Transition Phase Out (Optional) | Certificate of Data Destruction | Optional | 1 | Each | $0.00 | |
| Total | $0.00 |
Option Year III
Option Year IV
| Option Year IV (November, 2019 - November, 2020) | ||||||||
| PWS Section | CLIN | Description | Expected Format | Period of Performance/ Delivery | QTY | Unit | Unit Price | Extended Price (QTY x Unit Price) |
| 4.1 | 4001 | 8,000 Perpetual Software Licenses | One license per site Internet and CD/DVD | Oct 1 - Sept 30 | 1 | Lot | $0.00 | |
| 4.1.4 | 4002 | Distribution/Shipping of Software if Separately priced | CD/DVD | 2 business days domestic from date of order; 4 business days international from date of order | 1 | Lot | $0.00 | |
| 4.5 | 4003 | Printed user guide to accompany each software package delivered. User guide accessible online to all users | Web based and printed materials | Upon Delivery of license per EFIN | 1 | Lot | $0.00 | |
| 4.1 | 4004 | Final Desktop Version of software including all updates for the tax year | CD/DVD | June | 1 | Lot | $0.00 | |
| 4.1 | 4005 | Optional Perpetual Software licenses/User Guides in increments of 1 - 5,000 | One license per site Internet and CD/DVD | Oct 1 - Sept 30 | 5,000 | Each | $0.00 | |
| 4.1.5 | 4006 | Disaster recovery plan and business continuity plan/procedures status document outlining changes if applicable | November | 1 | Each | $0.00 | ||
| 4.1.5 | 4007 | Results of the disaster recovery tests | Annually at a minimum within two weeks of the conclusion of the test | 1 | Each | $0.00 | ||
| 3.1.5 | 4008 | Notification that system is down. | Email and Telephone call | No later than (15) minutes after initial discovery | 1 | Each | $0.00 | |
| 4.1.5 | 4009 | Notification that system is restored. | Email and Telephone call | No later than (15) minutes after resolving the problem | 1 | Each | $0.00 | |
| 4.2.2 | 4010 | Weekly Management Reports | Formal Report | Weekly after beginning of filing season Jan - Apr 30 | 16 | Each | $0.00 | |
| 4.2.2 | 4011 | Monthly Management Reports | Formal Report | May - Dec | 8 | Each | $0.00 | |
| 4.2.2 | 4012 | Ad Hoc Management Reports | Formal Report | Upon Request | 1 | Each | $0.00 | |
| 4.1.4 | 4013 | Deployment Metrics Report for Ordering/Shipping. See glossary for contents. | Excel Spreadsheet | Per Shipping Authorization | 1 | Each | $0.00 | |
| 4.1.4 | 4014 | Deployment Metrics report that provides the addresses that were rejected by the carrier as undeliverable | Weekly | 52 | Each | $0.00 | ||
| 4.4 | 4015 | Monthly Helpdesk Support Metrics | Formal Report | 5th day of preceeding month | 12 | Each | $0.00 | |
| 4.4 | 4016 | Help Desk Call Log | Excel Spreadsheet/Word Document | Every two weeks | 26 | Each | $0.00 | |
| 4.3 | 4017 | Period of Performance Summary Report | Formal Report | Oct and June | 2 | Each | $0.00 | |
| 4.5 | 4018 | Training to use the software | Online, face-to-face, webinars, Contractor facilitated, formatted lessons, etc. | Live training sessions will be started in Oct and be completed before Jan 31st | 1 | Each | $0.00 | |
| 4.5 | 4019 | Recordings of webinars | CD/DVD or Internet | Made available within (7) days after the webinar | 1 | Each | $0.00 | |
| 4.5 | 4020 | Practice environment to enter mock return information and solutions | Online | November - October | 1 | Each | $0.00 | |
| 4.5 | 4021 | Training Materials | Formatted lessons in English and Spanish: CD/DVD or Internet | November | 1 | Each | $0.00 | |
| 4.5 | 4022 | Updates to web-based training and training materials due to software and any applicable tax law changes | Web Access (i.e. blog), email notifications, release notes, etc. | Within (60) Days of the changes | 1 | Each | $0.00 | |
| 4.5 | 4023 | Availability and permissions to use screen shots | Web based and printed materials | As needed | 1 | Each | $0.00 | |
| 4.3 | 4024 | Modified Training Plan including schedule of events | Document | June | 1 | Each | $0.00 | |
| 4.3 | 4025 | Program office requires access to the software and user guide to perform transition activities, training, developing training materials, etc. | CD/DVD, Internet, Printed User Guide | June | 1 | Each | $0.00 | |
| 4.5 | 4026 | Beta version of all software and documentation, prior to it becoming commercially available for Standards Idea Lab for testing | CD/DVD, Internet | no later than October 1st of each year | 1 | Each | $0.00 | |
| 4.6 | 4027 | Transition Phase Out (Optional) | Certificate of Data Destruction | Optional | 1 | Each | $0.00 | |
| Total | $0.00 |
Option Year IV
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