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General Information
Department for this solicitation: Procurement
Date Prepared: 09/28/18 Types: RFP
Advertisement Type:
Solicitation/Project#: OGC-2018-11 Solicitation/Project Title: Tax Counsel Services
Description: This request for proposals (RFP) provides to those law firms (“Offerors”) interested in submitting proposals for the subject procurement sufficient information to enable them to prepare and submit proposals to allow the Commonwealth of Pennsylvania, State Employees’ Retirement Board (“SERB”) and the Commonwealth of Pennsylvania, Pennsylvania Municipal Retirement System (“PMRS”) (SERB and PMRS are, hereinafter, collectively referred to as the “Systems”) to select for contracting within the Commonwealth of Pennsylvania to serve as tax counsel.

Lots.  This RFP is made up of two (2) Lots as described below.  Offerors may submit a proposal for one individual lot or may submit proposals for both Lots.  Offerors must submit a separate and complete proposal (technical, cost, small diverse business and small business, and law firm diversity) for each Lot for which it submits a proposal, and the proposal must clearly state the Lot for which the proposal has been submitted. The Commonwealth will separately award and execute one contract for each Lot.  Even if the same offeror is awarded both Lots, the Commonwealth will still execute a separate contract with that offeror for each Lot. When making a final selection decision, the Commonwealth may consider factors beyond the evaluation criteria.

LOT 1 - PMRS only contract.

LOT 2 -SERB only contract.

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: Office of 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: 09/28/18
Solicitation Due Date: 10/19/18 Solicitation Due Time: 4:00 PM
Solicitation Opening Date: 10/19/18 Solicitation Opening Time: 4:01 PM
Opening Location:
No. of Addendums: 0
Amended Date: 09/28/18
Related Solicitation Files


Original Files
OGC-2018-11 Request for Proposals.docx
Part V - PMRS Contract for Legal Services.docx
Part V - SERB Contract for Legal Services.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 - Technical Questionnaire.docx
Appendix E - Personnel Experience by Key Position.docx
Appendix F - Project References.docx
Appendix G - Small Diverse & Small Business Letter of Intent.docx
Appendix H - Small Diverse Business & Small Business Participation Submittal.docx
Appendix I - Law Firm Diversity Submittal.docx
Appendix J - Workforce Breakdown Chart.xlsx
Appendix K - Model Form of Small Diverse & Small Business Subcontractor Agreement.docx




Go to Solicitation Tabulations No Tabulations exist for OGC-2018-11.
Go to Awards No Awards exist for OGC-2018-11.
Go to Contracts No Contracts exist for OGC-2018-11.