Solicitations
ADVERTISEMENT INFORMATION
General Information
Department for this solicitation:
Procurement
Date Prepared:
01/03/23
Types:
RFP
Advertisement Type:
Service
Materials
Service & Materials
PW Construction
Agency Construction
Real Estate
Solicitation/Project#:
OGC-2023-01
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.
The engagement may include other general work as designated by the Chief Counsel of the DOR or the Governor’s Office of General Counsel. For purposes of this RFP, the Commonwealth will be making a multiple award.
Department Information
Department/Agency:
Office of General Counsel
Delivery Location:
County:
Statewide
Duration:
3 years
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:
01/03/23
Solicitation Due Date:
01/31/23
Solicitation Due Time:
4:00 PM
Solicitation Opening Date:
01/31/23
Solicitation Opening Time:
4:01 PM
Opening Location:
No. of Addendums:
0
Amended Date:
01/12/23
This procurement has SDB or VBE goals set.
Related Solicitation Files
Original Files
OGC-2023-01 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-2023-01 Inheritance Tax Counsel BDISBO Goal Setting Overview.pdf
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No Tabulations exist for OGC-2023-01.
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No Awards exist for OGC-2023-01.
Go to Contracts
No Contracts exist for OGC-2023-01.