Indiana Department

of RevenueRequest for Information 17-082,

Revenue Modernization- Integrated Tax Systems

and Services

Pre-Proposal Conference

March 20, 20171:00 p.m. EST

Lottie Hooyer, Senior Account Manager

General Information

• Sign-In Sheet for Attendees

• Sign-In Sheet and PowerPoint will be posted on IDOA’s

Solicitation Website

• Questions regarding RFI content, process, and scoring

will be answered in this session– Any verbal response is not considered binding; respondents are

encouraged to submit any question formally in writing if it affects the proposal that will be submitted to the state.

General Information

• Communication: All communication regarding this

RFI should be directed to IDOA. No direct contact

with DOR should be made while the RFI or resulting

RFP is active.

• Submit all questions via email using the Q&A Template

by Friday, March 24, 2017 at 3:00PM EST to

Lhooyer@idoa.in.gov

Additional InformationIDOA PROCUREMENT LINKS AND NUMBERS

http://www.in.gov/idoa/2354.htm1-877-77BUYIN (8946) For Vendor Registration Questions

http://www.in.gov/idoa/2464.htmFor Inquiries Regarding Substantial Indiana Economic Impact

A. http://www.in.gov/idoa/2467.htmLink to the developing “one stop shop” for vendor registry with IDOA and Secretary of State.

B. Secretary of State of Indiana:Can be reached at (317) 232-6576 for registration assistance. www.in.gov/sos

C. See Vendor Handbook:Online version available at http://www.in.gov/idoa/files/vendor_handbook.doc

D. Minority and Women Owned Business Enterprises:http://www.in.gov/idoa/files/Certification_List(48).xls for table of IDOA certified MBEs and WBEs. For more WBE’s information http://www.in.gov/idoa/2352.htm

E. Veteran’s Business Enterprise Program:https://www.vip.vetbiz.gov/ for a search of certified IVBE’s. For more IVBE’s information http://www.in.gov/idoa/2862.htm

F. RFP posting and updates:Go to http://www.in.gov/idoa/2354.htm (select “State of Indiana Opportunities” link) Drag through table until you find desired RFP/RFI number on left-hand side and click the link.

Introduction

IDOR Modernization Team

• Glen Baker Chief Modernization Officer

• Emily Wann Program Director

• Rusty Robinson Technical Transformation Director

• Core Team Members

Laurie Mendez Finance

LuAnn Pelsor Audit & Compliance

Jeff Hancock Technology

Matthew Ogden Tax Administration

Roger Sharritt Operations

• Jeff Knass Project Management Consultant

Introduction

IDOR Support Team

• Kevin Gulley IDOR Chief Information Officer

• Andrew Pritchard IDOR Deputy Controller

• Jim Rose IOT Chief Technology Officer

• Robert Paglia IOT Chief Administrative Office

• Other Key Attendees

Key Modernization Facts

• Top priority for the Governor, Legislature and IDOR

• Business project focused on business benefits with technology being a primary enabler…..not a Technology project

• Goal is to modernize processes and technology by implementing a COTS or COTS+ Integrated Tax System

• Sponsors have a strong desire to expedite the modernization efforts

• We will execute an aggressive RFI / RFP process targeting a 2017 selection

• Three primary objectives for RFI:

• Provide information to potential vendors enabling early preparation for the RFP

• Provide information to enable IDOR to begin understanding vendor capabilities

• Provide information to enable IDOR to prepare a better RFP

Benefit Objectives

2017 RFI Schedule

1. Issuance of RFI March 15, 2017

2. Pre-response Meeting March 20, 2017

3. Deadline to Submit Written Questions March 24, 2017 3PM

4. Response to Written Questions March 31, 2017

5. Deadline to Submit Intent to Respond Form April 17, 2017 3PM

for Priority Vendor Presentation Scheduling

6. Final Deadline to Submit Intent to Respond Form April 24, 2017 3PM

7. Submission of Written RFI Responses May 1, 2017 3PM

8. Qualified Vendor RFI Presentations May 10–May 26, 2017

2017 RFP Schedule

1. Initial RFP Issued By Jun 30, 2017

2. RFP Q&A With Vendors Jul 7, 2017

3. RFP Amendment Issued Jul 20, 2017

4. Submission of Written RFP Responses Sep 5, 2017

5. RFP Initial Evaluation Sep 6–Sep 30, 2017

6. Vendor Workshops & Clarifications Oct 1–Nov 15, 2017

7. Proposal Revisions Due (possible) Nov 15, 2017

8. Final Evaluation, Scoring and Decision Nov 15–Dec 15, 2017

9. Approval and Vendor Notification Dec 15–Dec 22, 2017

Written Response Format

Corporate Information

State Government Experience 3 pages

Current Business Function Definitions 2 pages

Current Technology Solutions and Infrastructure Definitions 2 pages

Service Level Requirements 2 pages

Technology Requirements 3 pages

Process Driven Functional Requirements 3 pages

Project Related Requirements 5 pages

Implementation Alternatives 4 pages per

Preliminary Contract Terms and Conditions 1 page

RFP Process 1 page

* Issues or concerns

* Ability to satisfy our requirements

* Additional information needed in the RFP

Implementation Alternatives

Three COTS / COTS+ capability bundlesFull ITS: Vendor delivers all capabilities for all processes for all tax types

Partial ITS 1: Vendor delivers everything, except for case management

activities for audit and special taxes

Partial ITS 2: Vendor delivers everything except tax payer self service

Imaging and business registration are out of scope at this time

Alternative implementation approaches for each capability bundleImpact on timeline

Impact on staffing, costs & benefits

Impact on risk

Thank You!