Pennsylvania Bids > Bid Detail

Inheritance Tax Counsel

Agency: State Government of Pennsylvania
Level of Government: State & Local
Category:
  • D - Automatic Data Processing and Telecommunication Services
Opps ID: NBD13138668781462286
Posted Date: Nov 3, 2022
Due Date: Nov 22, 2022
Solicitation No: OGC-2022-23
Source: http://www.emarketplace.state....

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General Information

Department for this solicitation:
Procurement

Date Prepared:

10/26/22
Types:
RFP

Advertisement Type:
Service Materials Service & Materials PW Construction Agency Construction Real Estate

Solicitation/Project#:
OGC-2022-23
Solicitation/Project Title:
Inheritance Tax Counsel

Description:
The Department of Revenue (“DOR”) is seeking one or more law firms from throughout the Commonwealth of Pennsylvania to handle various inheritance tax matters at the county level. This may include but would not be limited to: responding to filings and filing them by the appropriate deadline, negotiating settlement agreements with counsel; appearing in court on behalf of the Commonwealth; and litigating matters in court. Examples of issues that may arise include but are not limited to: disputes over valuation of real property; declarations of marriage and/or assertions of common law marriage; failure to file inheritance tax returns; failure to pay inheritance tax due; validity of wills; and distribution of assets and the resulting taxability.

This request for proposals (RFP) provides to those law firms interested in submitting proposals for the subject procurement (“Offerors”) sufficient information to enable them to prepare and submit proposals for the Department of General Service’s consideration on behalf of the Commonwealth of Pennsylvania (“Commonwealth”) to satisfy a need for legal services during the term of the contract (“the Matter”).

This RFP is issued pursuant to Executive Order 2015-2 dated January 20, 2015, and in accordance with Section 518 of the Commonwealth Procurement Code, 62 P.S. § 518 and Part III Chapter 8 of the DGS Procurement Handbook.

Department Information

Department/Agency:
General Counsel
Delivery Location:


County:

Statewide
Duration:

1 year

Contact Information

First Name:
Jordan
Last Name:
Kiessling

Phone Number:

(XXX-XXX-XXXX)
717-346-8110
Email:
jkiessling@pa.gov

Solicitation Information

Bids must be received by the purchasing agency on the Solicitation Due Date no later than the Solicitation Due Time as set forth in the solicitation. Any conflict between the dates and/or times contained in the solicitation itself or its attachments and this advertisement shall be resolved in favor of the solicitation.


Solicitation Start Date:

10/26/22

Solicitation Due Date:

11/22/22
Solicitation Due Time:

4:00 PM

Solicitation Opening Date:

11/22/22
Solicitation Opening Time:

4:01 PM

Opening Location:


No. of Addendums:

0

Amended Date:
11/03/22

This procurement has SDB or VBE goals set.
Related Solicitation Files

Original Files
OGC-2022-23 Request for Proposals.docx
Part V - Contract for Legal Services Template.docx
Appendix A - Proposal Cover Sheet.docx
Appendix B - Cost Submittal.xlsx
Appendix C - Trade Secret Confidential Propreitary Information Notice.pdf
Appendix D - Statement of Qualifications - Conflicts - Technical Questionnaire.docx
Appendix E - Personnel Experience by Key Position.docx
Appendix F - Project References.docx
Appendix G - SDB Participation Summary Sheet and Attachments.pdf
Appendix H - VBE Participation Summary Sheet and Attachments.pdf
Appendix I - Law Firm Diversity Submittal.docx
Appendix J - Workforce Breakdown Chart.xlsx
Appendix K - Model Form SDB VBE Subcontract Agreement.docx

Flyers/Addendums
Addendum #1 - SDB & VBE Participation Information Session Microsoft Teams Link.docx
OGC-2022-23 Inheritance Tax Counsel BDISBO Goal Setting Overview.pdf

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