This Solicitation opportunity from Oklahoma was posted on December 5, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.
The Oklahoma Insurance Department, through the Office of Management and Enterprise Services' Central Purchasing Division, is seeking proposals from qualified suppliers to acquire a premium tax audit system. The solicitation, titled "Tax Audit Solution" with the number EV00000585, was posted on December 5, 2024, and responses are due by January 17, 2025. The project is expected to have a contract value ranging between $500,000 and $2,000,000. The procurement aims to secure a comprehensive software solution that will enhance the department’s ability to conduct premium tax audits efficiently and accurately. The selected vendor will need to meet specific certification and registration requirements, including submitting detailed bidder information and certifications as outlined in OMES Forms CP076, which verify compliance with competitive bidding standards, insurance coverage, and veteran business enterprise status.
The contract will be executed within the state of Oklahoma, with the primary point of contact being John Johnson at OMES. Interested suppliers are encouraged to review the detailed procurement process and submit their responses through the designated online portal. This initiative underscores the department’s commitment to modernizing its audit capabilities through a reliable, compliant, and effective tax audit system, ensuring better enforcement of premium tax laws and improved revenue collection for the state.
PDF, High priority: read this first30 pages · contract-document
HighAI Summary for Attachment D - Oklahoma IT Terms: Attachment D contains the State of Oklahoma Information Technology Terms applicable to acquisitions involving IT or telecommunication components. It outlines definitions such as Customer Data, Data Breach, Intellectual Property Rights, and Supplier roles. The document addresses termination conditions for maintenance and support services, compliance with federal and state IT accessibility laws including the requirement for a Voluntary Product Accessibility Template (VPAT), and media ownership provisions for disk drives and memory cards. This document is essential for understanding contractual obligations and compliance requirements related to IT procurements with the State of Oklahoma.
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PDF, High priority: read this firstrfp
HighAI Summary for EV00000585 Bidder Instructions: State of Oklahoma bidder instructions for Solicitation/Event #EV00000585, issued 09/23/2024. This document provides bid submission rules, due dates, question deadlines, administrative review instructions, amendment procedures, communication restrictions, and required bid format/sections. It identifies the event as a Request for Proposal for statewide/agency procurement, with submissions due October 31, 2024 at 1:00 p.m. CST via the Oklahoma Supplier Portal.
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DOCX, High priority: read this firstrfp
HighAI Summary for EV00000585 - Premium Tax Audit System Specifications: Solicitation No. EV00000585 issued by the Oklahoma Office of Management and Enterprise Services (OMES) on behalf of the Oklahoma Insurance Department. The agency is seeking a hosted premium tax audit solution to replace a legacy AS/400 system. Key requirements include data retrieval from NAIC and OPTins, document repository management, audit status tracking, and integration with Outlook. The contract includes a one-year initial term with two one-year renewal options and will be evaluated based on a best-value criterion considering cost, proposal quality, and supplier experience.
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XLSX, High priority: read this firstsow
HighAI Summary for EV00000xox Exhibit 03 - 3rd Party Supplier Information: Exhibit 03 for solicitation EV00000xox, issued by the State of Oklahoma, titled 3rd Party Supplier Information. It provides instructions for bidders that include third-party vendors or subcontractors and requests details such as vendor name, company summary, relationship to bidder, prior joint clients, and the products/services provided and how they interface with the bidder’s solution.
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PDF, High priority: read this firstspecifications
HighAI Summary for Exhibit 01 Executive Summary Worksheet: A procurement exhibit outlining the requirements for an Executive Summary for a premium tax audit solution proposal. It specifies that respondents must provide a narrative description of their organization, including size, years in business, and experience with similar projects and governmental entities over the past three years.
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XLSX, High priority: read this firstspecifications
HighAI Summary for Exhibit 04 Pricing Sheet IT: A pricing exhibit/template for an IT project estimated to be completed in 18 months. It requires bidders to provide hourly rates and hours used for various roles (Principal, Sr. Planner, Project Manager, etc.) across project phases including data collection, stakeholder engagement, and tool development.
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PDF, High priority: read this first2 pages · certification-form
HighAI Summary for OMESFormCP076 Certification for Competitive Bid and Contract: This document is the OMESFormCP076 titled 'Certification for Competitive Bid and Contract' to be submitted with responses to solicitations. It includes bidder general and contact information, declarations regarding boycott of goods or services from Israel, registration requirements with the Oklahoma Secretary of State for contracts over $250,000, proof of workers' compensation insurance coverage or exemption, and certification under the Disabled Veteran Business Enterprise Act. The form requires authorized signature, date, printed name, and title. It is essential for compliance with Oklahoma procurement regulations.
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DOCX, Medium prioritycontract-document
MediumAI Summary for Attachment B – State of Oklahoma Negotiable General Terms: Attachment B contains the State of Oklahoma Negotiable General Terms for a contract awarded by the Office of Management and Enterprise Services. It establishes order of precedence among contract documents, defines key terms used in the contract, and provides general legal and administrative provisions. The document appears to be a contract terms attachment rather than a solicitation or amendment.
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PDF, Low priority1 page · other
LowAI Summary for Bid Packet Attachments Instructions: This document provides instructions for suppliers on where to attach their response in the supplier portal for a bid packet. It includes an example showing line requested, total line pricing, and sections for bid required line comments/files and event comments and attachments. The document aims to assist suppliers in properly submitting their bid attachments.
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PDF, Low priorityother
LowAI Summary for EV0000585 - OMES Form CP004 Certification: A state certification form (OMES Form CP004) for the Oklahoma Insurance Department, solicitation EV0000585. The document requires the supplier to certify compliance with state laws regarding non-collusion, anti-boycott of Israel and energy companies, debarment disclosures, and employment eligibility verification.
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PDF, Low prioritypast-performance
LowAI Summary for Exhibit 02 Bidder Reference Worksheet: Exhibit 02 Bidder Reference Worksheet for supplier reference checks. It asks the respondent to describe an existing contract, contract duration, responsiveness, billing practices, due diligence, whether the supplier would be considered again, and an overall performance rating with evaluation points. No solicitation number or date is shown.
LowAI Summary for OMES IT Security Certification Accreditation Assessment: This document is a Security Certification Accreditation Assessment for the State of Oklahoma's OMES Cyber Command. Its purpose is to identify and manage risks from business partnerships by assessing suppliers' internal security postures and the security of their products or services before issuing an Authority to Operate (ATO). The assessment includes sections on demographics, service specifics, and governance, with questions designed to evaluate security policies, data handling, and organizational security roles. The document references Oklahoma state security policies and emphasizes confidentiality and protection from disclosure under state statutes.
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The Office of Management and Enterprise Services (OMES), Central Purchasing Division, is seeking responses on behalf of the Oklahoma Insurance Department from potential Suppliers to provide a contract for the purchase of a premium tax audit system.
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