Treasury Online Tax Research

The Michigan Department of Treasury is issuing a Request for Proposal (RFP) for an online tax research subscription service to support approximately 280 concurrent users across the state. The procurement seeks a comprehensive online tax research database that includes federal and state tax information covering all 50 states, encompassing corporate income tax, excise tax, sales and use taxes, personal income tax, property tax, estate tax, marijuana taxes, and other tax types. Deliverables must include full text of the Internal Revenue Code, state tax statutes and regulations, court cases from all jurisdictional levels, congressional committee reports, IRS rulings and publications, and comparable state tax law analyses with linking capabilities. The database must feature keyword and Boolean search functionality, the ability to save at least 1,000 documents per subscriber with automatic updates, mobile device compatibility, and ADA compliance with screen readers and magnification software support. Required qualifications include the ability to provide internet and toll-free telephone support, free online training with tutorials, on-site or virtual training options, and a help desk operating Monday through Friday from 8:00 a.m. to 5:00 p.m. EST. The evaluation criteria prioritize technical merit, with proposals receiving 80 or more technical evaluation points advancing to pricing evaluation. Key deadlines include April 20, 2026, for submission of questions, May 1, 2026, at 3:00 p.m. Eastern for proposal submission, with contract commencement on November 1, 2026, for a three-year term with optional renewal for up to three additional one-year periods.

The RFP does not specify set-aside designations or restrictions limiting participation to particular enterprise categories. No incumbent vendors or current contractors are identified in the procurement documents. The contractor must integrate with the State's MiLogin identity and access management environment using SAML or OpenID protocols and comply with Michigan IT policies, Digital Accessibility Standards, and support the two most recent versions of major browsers. Additional technical requirements include maintaining 99.98% service availability with service level credits for failures, response time under two seconds for 98% of transactions, and backup and disaster recovery capabilities with a Recovery Point Objective and Recovery Time Objective both of 24 hours. Insurance requirements include Commercial General Liability of $1,000,000 per occurrence with $2,000,000 general aggregate, Automobile Liability of $1,000,000 per accident, and Workers' Compensation coverage. Liquidated damages of $5,000 plus $100 per day apply for late or improper completion, and pricing must be submitted in a modifiable format with tiered pricing based on user count categories, firm for the entire contract term. No specific budget range or award value is disclosed in the procurement documents.