FY20 - FDES - New Contract, Direct and Bulk Mailing

The Michigan Department of Treasury issued Request for Proposal (RFP) 271 200000001072 seeking a contractor to provide address updating, direct mail, and bulk distribution services for income tax forms. The solicitation involves processing approximately 4.5 million taxpayer addresses through CASS or similar address standardization systems, with specific focus on three primary tax booklets: MI1040 Book (75,000 copies), MI1040 CR7 Book (240,000 copies), and City Corp Book (4,000 copies). Proposal evaluation will be conducted using a technical criteria weighted system: 70 points for service capabilities, 20 points for vendor experience, and additional points for other factors. The RFP requires strict confidentiality protocols, secure data transmission, and specific document handling procedures for sensitive tax information. The contract term is set from September 1, 2020, to August 31, 2023, with potential for two additional one-year renewals. The original proposal submission deadline was June 4, 2020, with an addendum providing alternative submission methods including direct email to zanettia@michigan.gov or providing SIGMA VSS submission screenshots.

The RFP does not explicitly outline specific set-aside designations or restrictions for disadvantaged enterprises. The contract requires vendors to maintain specific insurance coverages and will utilize Electronic Funds Transfer (EFT) for payments. Potential liquidated damages of $5,000 plus $100 per day may be assessed for late or improper contract completion. While the specific budget range is not detailed in the provided documents, the scale of approximately 4.5 million address processings and multiple tax booklet distributions suggests a substantial contract value. The solicitation emphasizes vendor capabilities in address standardization, direct mailing, and bulk distribution services, with potential criminal penalties for unauthorized disclosure of tax return information. Vendors must demonstrate robust data security protocols, precise mailing capabilities, and compliance with confidentiality requirements specific to handling sensitive tax documentation.